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UNIVERSITY OF FINDLAY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF FINDLAY (EIN 34-4431169)
Tax period
2014-08-01 to 2015-07-31
Filed
2016-06-14
IRS object ID
201611669349300231
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-06-14T15:00:18-05:00ReturnTs
Tax Period End2015-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE HORWATH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 West Broad StreetAddressLine1Txt
Address Line2Suite 1700AddressLine2Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432153713ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN344431169EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The University of FindlayBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone4194344524PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 North Main StreetAddressLine1Txt
CityFindlayCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45840ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKatherine R FellPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-06-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRACHEL SPURLOCKPreparerPersonNm
PTINP00520729PTIN
Phone6144690001PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1AR CharnesBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 North Main StreetAddressLine1Txt
CityFindlayCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45840ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$143,600,029GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.findlay.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1882FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionThe mission of The University of Findlay is to equip our students for meaningful lives and productive careers.ActivityOrMissionDesc
Voting Members Governing Body31VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee2177TotalEmployeeCnt
Total Volunteers377TotalVolunteersCnt
Total Gross UBI-$11,480TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$11,480NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,143,233PYContributionsGrantsAmt
CY Contributions Grants$10,726,365CYContributionsGrantsAmt
PY Program Service Revenue$114,484,108PYProgramServiceRevenueAmt
CY Program Service Revenue$123,924,586CYProgramServiceRevenueAmt
PY Investment Income$3,831,410PYInvestmentIncomeAmt
CY Investment Income$1,858,645CYInvestmentIncomeAmt
PY Other Revenue$1,377,216PYOtherRevenueAmt
CY Other Revenue$1,755,388CYOtherRevenueAmt
PY Total Revenue$129,835,967PYTotalRevenueAmt
CY Total Revenue$138,264,984CYTotalRevenueAmt
PY Grants And Similar Paid$43,171,153PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$45,857,576CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$47,395,997PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$51,492,267CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,152,833CYTotalFundraisingExpenseAmt
PY Other Expenses$31,644,176PYOtherExpensesAmt
CY Other Expenses$34,522,758CYOtherExpensesAmt
PY Total Expenses$122,211,326PYTotalExpensesAmt
CY Total Expenses$131,872,601CYTotalExpensesAmt
PY Revenues Less Expenses$7,624,641PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,392,383CYRevenuesLessExpensesAmt
Total Assets BOY$177,377,891TotalAssetsBOYAmt
Total Assets EOY$178,887,861TotalAssetsEOYAmt
Total Liabilities BOY$49,354,858TotalLiabilitiesBOYAmt
Total Liabilities EOY$44,494,891TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$128,023,033NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$134,392,970NetAssetsOrFundBalancesEOYAmt
MissionThe mission of The University of Findlay is to equip our students for meaningful lives and productive careers.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$90,059,715ExpenseAmt
Grant$45,646,326GrantAmt
Revenue$83,787,452RevenueAmt
DescUNIVERSITY 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 2,766 STUDENTS. SOME OF THE MORE POPULAR UNDERGRADUATE PROGRAMS INCLUDE: BUSINESS (440 STUDENTS), EDUCATION (145 STUDENTS), HEALTH PROFESSIONS (578 STUDENTS), PHARMACY (237 STUDENTS), LIBERAL ARTS (252 STUDENTS), NATURAL SCIENCE (910 STUDENTS) AND OTHER (204 STUDENTS). MANY OF THE UNIVERSITY'S PROGRAMS HAVE A NATIONAL REPUTATION INCLUDING PRE-VETERINARY MEDICINE AND EQUESTRIAN STUDIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$15,354,361ExpenseAmt
Grant$211,250GrantAmt
Revenue$23,274,246RevenueAmt
DescUNIVERSITY OF FINDLAY OFFERS A VARIETY OF GRADUATE PROGRAMS INCLUDING: MASTERS OF BUSINESS (289 STUDENTS), EDUCATION (301 STUDENTS), HEALTH PROFESSIONS SUCH AS PHYSICAL THERAPY, OCCUPATIONAL THERAPY AND ATHLETIC TRAINING (315 STUDENTS), PHARMACY (132 STUDENTS), LIBERAL STUDIES (67 STUDENTS) AND SCIENCE (96 STUDENTS). TOTAL GRADUATE STUDENTS CURRENTLY ENROLLED ARE MORE THAN 1200.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$13,122,868ExpenseAmt
Grant$0GrantAmt
Revenue$18,594,348RevenueAmt
DescUNIVERSITY 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
FieldValueIRS element (for citing)
Total Program Service Expenses$118,536,944TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6400IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2177EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed1Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members31GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dane ErfordBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4194344524PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 N MAIN STAddressLine1Txt
CityFINDLAYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45840ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
AR CHARNES
CHAIR1.00Yes (X)Yes (X)$0$0$0
BRIAN YOUNG
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
CRAIG A CROTTEAU
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL HARRINGTON
TRUSTEE1.00Yes (X)$0$0$0
KOLLEEN KIRK
TRUSTEE1.00Yes (X)$0$0$0
EDWARD J URBANIAK
TRUSTEE (Partial Year)1.00Yes (X)$0$0$0
WILLIAM H REIST
TRUSTEE1.00Yes (X)$0$0$0
CLIFFORD C COOK
TRUSTEE1.00Yes (X)$0$0$0
JOHN HAYWOOD
TRUSTEE1.00Yes (X)$0$0$0
BRIAN WASHINGTON
TRUSTEE1.00Yes (X)$0$0$0
JEREMY PEMBERTON
TRUSTEE (Partial Year)1.00Yes (X)$0$0$0
DON MANLEY
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM E RUSE
TRUSTEE/ADJUNCT FACULTY MEMBER1.00Yes (X)$4,400$0$0
GEORGE M SHOWERS
TRUSTEE1.00Yes (X)$0$0$0
DENNIS E BISHOP
TRUSTEE1.00Yes (X)$0$0$0
JAMES C KOEHLER II
TRUSTEE1.00Yes (X)$0$0$0
TIM H NESLER
TRUSTEE1.00Yes (X)$0$0$0
PASTOR EDWARD L ROSENBERRY
TRUSTEE1.00Yes (X)$0$0$0
MARK CASSIN
TRUSTEE (Partial Year)1.00Yes (X)$0$0$0
MARYRUTH LEHMAN
TRUSTEE (Partial Year)1.00Yes (X)$0$0$0
C PAUL PALMER IV
TRUSTEE1.00Yes (X)$0$0$0
CHRISTOPHER OSTRANDER
TRUSTEE1.00Yes (X)$0$0$0
JAMES M APPOLD
TRUSTEE1.00Yes (X)$0$0$0
PENNY MOSHER
TRUSTEE (Partial Year)1.00Yes (X)$0$0$0
KARL L HEMINGER
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL OXLEY
TRUSTEE1.00Yes (X)$0$0$0
PAMELA KM BEALL
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL WALKER
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL GARDNER
TRUSTEE1.00Yes (X)$0$0$0
JO AN DAVIDSON
TRUSTEE (Partial Year)1.00Yes (X)$0$0$0
C RICHARD BECKETT
TRUSTEE1.00Yes (X)$0$0$0
LYNN R CHILD
TRUSTEE1.00Yes (X)$0$0$0
DWIGHT A MILLER
TRUSTEE (Parital Year)1.00Yes (X)$0$0$0
ROBERT A FRY
TRUSTEE1.00Yes (X)$0$0$0
Melissa Duflock
Trustee1.00Yes (X)$0$0$0
Sherri Garner Brumbaugh
Trustee1.00Yes (X)$0$0$0
Phil Kotokrax
Trustee1.00Yes (X)$0$0$0
Phil Scott
Trustee1.00Yes (X)$0$0$0
KATHERINE R FELL
PRESIDENT40.00Yes (X)$298,169$0$86,580
Marcia Sloan Latta
VP University Advancement40.00Yes (X)$182,161$0$12,832
MARTIN TERRY
VICE PRESIDENT FOR BUSINESS AFFAIRS/TREASURER40.00Yes (X)$166,108$0$31,777
Darin Fields
VP Academic Affairs40.00Yes (X)$155,920$0$23,197
REBECCA BUTLER
VICE PRESIDENT FOR ENROLLMENT MANAGEMENT40.00Yes (X)$140,585$0$17,383
DAVID EMSWELLER
VICE PRESIDENT FOR STUDENT SERVICES40.00Yes (X)$136,845$0$34,678
DANE ERFORD
CONTROLLER/ASSISTANT TREASURER40.00Yes (X)$100,078$0$11,784
SUE PIRSCHEL
SECRETARY19.00Yes (X)$15,117$0$0
PAUL SEARS
DEAN, COLLEGE OF BUSINESS40.00$146,770$0$31,322Yes (X)
RANDALL VAN DYNE
ASSISTANT VICE PRESIDENT/EXECUTIVE DIRECTOR OF THE ALL HAZARDS TRAINING CENTER40.00$139,401$0$29,490Yes (X)
PATRICK MALONE
ASSOCIATE DEAN OF PHARMACY40.00$137,352$0$25,034Yes (X)
AHMED EL-ZAYATY
FACULTY40.00$132,116$0$31,304Yes (X)
RAYMOND MCCANDLESS
CHIEF INFORMATION OFFICER40.00$132,074$0$30,912Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,887,096TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$366,293TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K51IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SODEXO
1000 N MAIN STFINDLAYOH45840FOOD SERVICE$3,556,918
CSI CONSTRUCTION
13860 TWP HWY 42CAREYOH43316CONSTRUCTION$819,450
VAUGHN INDUSTRIES
1201 EAST FINDLAY STCAREYOH43316CONSTRUCTION$758,593
SPECIAL MAINTENANCE ROOFING LLC
PO BOX 28FINDLAYOH45839ROOFING$325,173
CARTWRIGHT ELECTRIC LLC
6851 S TWP RD 54TIFFINOH44883ELECTRIC WORK$271,424
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K19CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$92,133FundraisingAmt
Government Grants$5,683,813GovernmentGrantsAmt
All Other Contributions$4,950,419AllOtherContributionsAmt
Noncash Contributions$2,067,542NoncashContributionsAmt
Total Contributions$10,726,365TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES611710$107,068,546$107,068,546
DORMITORIES721310$5,926,537$5,926,537
DINING HALLS722210$4,634,867$4,634,867
MISCELLANEOUS AUXILLARY611710$3,298,151$3,291,303$6,848
CAMPUS STORE451211$2,354,951$2,354,951

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$641,534TotalRevenueColumnAmt
Related Or Exempt Func Income$641,534RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$123,924,586TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,252,091TotalRevenueColumnAmt
Unrelated Business Revenue-$18,328UnrelatedBusinessRevenueAmt
Exclusion$1,270,419ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,088TotalRevenueColumnAmt
Exclusion$15,088ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$205,911RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$196,206RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$9,705RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,705TotalRevenueColumnAmt
Exclusion$9,705ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,680,625SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,792,669SecuritiesAmt
Other$281,402OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$887,956SecuritiesAmt
Other-$281,402OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$606,554TotalRevenueColumnAmt
Exclusion$606,554ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$57,055FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$92,133ContriRptFundraisingEventAmt
Fundraising Direct Expenses$64,768FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,713TotalRevenueColumnAmt
Exclusion-$7,713ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INTEREST ON STUDENT ACCOUNTS990009$224,437$224,437
Dining Hall Rebate722210$85,877$85,877
Career Ready Income990009$164,440$164,440

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,263,554TotalRevenueColumnAmt
Related Or Exempt Func Income$1,263,554RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,738,308OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$138,264,984TotalRevenueColumnAmt
Related Or Exempt Func Income$125,656,046RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$11,480UnrelatedBusinessRevenueAmt
Exclusion$1,894,053ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$45,857,576TotalAmt
Program Services$45,857,576ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,478,257TotalAmt
Management And General$1,478,257ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$178,838TotalAmt
Program Services$178,838ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$38,196,891TotalAmt
Program Services$31,794,483ProgramServicesAmt
Management And General$5,739,920ManagementAndGeneralAmt
Fundraising$662,488FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,191,390TotalAmt
Program Services$1,812,041ProgramServicesAmt
Management And General$354,336ManagementAndGeneralAmt
Fundraising$25,013FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,746,850TotalAmt
Program Services$5,349,143ProgramServicesAmt
Management And General$1,305,071ManagementAndGeneralAmt
Fundraising$92,636FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,700,041TotalAmt
Program Services$2,196,108ProgramServicesAmt
Management And General$458,032ManagementAndGeneralAmt
Fundraising$45,901FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$198,281TotalAmt
Program Services$26,626ProgramServicesAmt
Management And General$171,655ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$87,450TotalAmt
Management And General$87,450ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$62,487TotalAmt
Management And General$62,487ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$82,931TotalAmt
Management And General$82,931ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,718,491TotalAmt
Program Services$6,758,891ProgramServicesAmt
Management And General$879,404ManagementAndGeneralAmt
Fundraising$80,196FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$778,737TotalAmt
Program Services$729,537ProgramServicesAmt
Management And General$49,166ManagementAndGeneralAmt
Fundraising$34FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,035,961TotalAmt
Program Services$4,755,193ProgramServicesAmt
Management And General$194,910ManagementAndGeneralAmt
Fundraising$85,858FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$534,097TotalAmt
Program Services$477,613ProgramServicesAmt
Management And General$55,789ManagementAndGeneralAmt
Fundraising$695FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,627,691TotalAmt
Program Services$2,627,691ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,272,191TotalAmt
Program Services$1,975,064ProgramServicesAmt
Management And General$270,654ManagementAndGeneralAmt
Fundraising$26,473FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$344,815TotalAmt
Program Services$247,986ProgramServicesAmt
Management And General$82,194ManagementAndGeneralAmt
Fundraising$14,635FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$790,286TotalAmt
Program Services$790,286ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,025,003TotalAmt
Program Services$4,959,048ProgramServicesAmt
Management And General$65,955ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$581,206TotalAmt
Program Services$522,456ProgramServicesAmt
Management And General$55,697ManagementAndGeneralAmt
Fundraising$3,053FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Contract Food Service$2,985,170$2,985,170
PURCHASE FOR RESALE$1,811,767$1,811,767
Hospitality Expense$954,638$571,009$337,901$45,728
Equipment Leases$318,591$130,921$186,370$1,300

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,312,965TotalAmt
Program Services$1,979,497ProgramServicesAmt
Management And General$264,645ManagementAndGeneralAmt
Fundraising$68,823FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$131,872,601TotalAmt
Program Services$118,536,944ProgramServicesAmt
Management And General$12,182,824ManagementAndGeneralAmt
Fundraising$1,152,833FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$626,836BOYAmt
EOY$259,022EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$13,757,697BOYAmt
EOY$10,857,397EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,966,173BOYAmt
EOY$4,536,379EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,540,932BOYAmt
EOY$1,731,478EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,500,477BOYAmt
EOY$1,470,629EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,441,024BOYAmt
EOY$1,539,228EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$248,426BOYAmt
EOY$184,982EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$163,547,680LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$53,880,280LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$108,408,667BOYAmt
EOY$109,667,400EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$28,339,413BOYAmt
EOY$31,077,574EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$15,162,019BOYAmt
EOY$16,129,358EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,386,227BOYAmt
EOY$1,434,414EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$177,377,891BOYAmt
EOY$178,887,861EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,019,385BOYAmt
EOY$7,854,402EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,035,488BOYAmt
EOY$2,447,679EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,446,832BOYAmt
EOY$15,076,615EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,126,559BOYAmt
EOY$746,442EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$17,036,838BOYAmt
EOY$15,025,250EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,689,756BOYAmt
EOY$3,344,503EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$49,354,858BOYAmt
EOY$44,494,891EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$82,225,957BOYAmt
EOY$90,375,836EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$20,162,480BOYAmt
EOY$18,283,703EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,634,596BOYAmt
EOY$25,733,431EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$128,023,033BOYAmt
EOY$134,392,970EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$177,377,891BOYAmt
EOY$178,887,861EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$6,392,383ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$48,823NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$26,377OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,549,194CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,392,055CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,294,265CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,143,233CurrentTaxYearMinus1YearAmt
Current Tax Year$9,736,687CurrentTaxYearAmt
Total$59,115,434TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,549,194CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,392,055CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,294,265CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,143,233CurrentTaxYearMinus1YearAmt
Current Tax Year$9,736,687CurrentTaxYearAmt
Total$59,115,434TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,457,824SubstantialContributorsTotAmt
Public Support Total170$53,657,610PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,512,268CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,340,785CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,715,432CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,562,732CurrentTaxYearMinus1YearAmt
Current Tax Year$1,473,090CurrentTaxYearAmt
Total$8,604,307TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,128CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$9,128TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$41,238CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,770CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50,325CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,747CurrentTaxYearMinus1YearAmt
Current Tax Year$57,055CurrentTaxYearAmt
Total$270,135TotalAmt
FieldValueIRS element (for citing)
Total Support$67,999,004TotalSupportAmt
Gross Receipts Rltd Activities$576,322,004GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7891PublicSupportCY170Pct
Public Support PY1700.7904PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part II Public Support TestPART 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 IncomeDESCRIPTION - FUNDRAISING REVENUE, COLUMN A - 41238.0, COLUMN B - 59770.0, COLUMN C - 50325.0, COLUMN D - 61747.0, COLUMN E - 57055.0, COLUMN F - 270135.0;

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$62,487DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$62,487TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationTHE UNIVERSITY UTILIZED A CONSULTING FIRM TO ASSIST IT IN RECEIVING GRANTS THROUGH THE FEDERAL GOVERNMENT AND OTHER SOURCES.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$365,355RevenuesIncludedAmt
Assets Included$7,734,924AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Beginning Balance$0BeginningBalanceAmt
Additions During Year$0AdditionsDuringYearAmt
Distributions During Year$0DistributionsDuringYearAmt
Ending Balance$0EndingBalanceAmt
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$33,979,748BeginningYearBalanceAmt
Contributions$287,433ContributionsAmt
Investment Earnings Or Losses$1,027,700InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,096,463GrantsOrScholarshipsAmt
End Year Balance$34,198,418EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,597,664BeginningYearBalanceAmt
Contributions$2,282,028ContributionsAmt
Investment Earnings Or Losses$3,260,423InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,049,999GrantsOrScholarshipsAmt
Other Expenditures$110,368OtherExpendituresAmt
End Year Balance$33,979,748EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,866,782BeginningYearBalanceAmt
Contributions$68,955ContributionsAmt
Investment Earnings Or Losses-$348,439InvestmentEarningsOrLossesAmt
Other Expenditures-$10,366OtherExpendituresAmt
End Year Balance$29,597,664EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,583,213BeginningYearBalanceAmt
Contributions$1,249,302ContributionsAmt
Investment Earnings Or Losses$4,092,777InvestmentEarningsOrLossesAmt
Grants Or Scholarships$965,000GrantsOrScholarshipsAmt
Other Expenditures$93,510OtherExpendituresAmt
End Year Balance$29,866,782EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,599,812BeginningYearBalanceAmt
Contributions$1,130,644ContributionsAmt
Investment Earnings Or Losses-$1,343,437InvestmentEarningsOrLossesAmt
Grants Or Scholarships$734,707GrantsOrScholarshipsAmt
Other Expenditures$69,099OtherExpendituresAmt
End Year Balance$25,583,213EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.7399PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.2601TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,188,578OtherCostOrOtherBasisAmt
Book Value$8,188,578BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$110,445,197OtherCostOrOtherBasisAmt
Depreciation$31,578,212DepreciationAmt
Book Value$78,866,985BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,868,829OtherCostOrOtherBasisAmt
Depreciation$16,399,061DepreciationAmt
Book Value$6,469,768BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,045,076OtherCostOrOtherBasisAmt
Depreciation$5,903,007DepreciationAmt
Book Value$16,142,069BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$109,667,400TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmt
HEDGE FUNDS OF FUNDS$9,257,280
PRIVATE EQUITY FUNDS$2,724,319
LIMTED PARTNERSHIP INTERESTS$2,022,767
REAL ESTATE FUNDS$2,124,992
FieldValueIRS element (for citing)
Total Book Value Securities$16,129,358TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
FEDERAL PERKINS LOAN FUND$1,700,100
FUNDS HELD FOR AGENCY$3,189
Funds Held in Trust$562,996
TUITION AND ROOM ADVANCES$897,454
INTEREST RATE SWAP$180,764
FieldValueIRS element (for citing)
Total Liability$3,344,503TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$92,844,407TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$48,823NetUnrealizedGainsInvstAmt
Other Revenue$287,351OtherRevenueAmt
Revenue Not Reported$238,528RevenueNotReportedAmt
Revenue Subtotal$92,605,879RevenueSubtotalAmt
Investment Expenses Not Incld$82,931InvestmentExpensesNotIncldAmt
Other Revenues Not Included$45,576,174OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$45,659,105RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$138,264,984TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$86,474,470TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$260,974OtherExpensesIncludedAmt
Expenses Not Reported$260,974ExpensesNotReportedAmt
Expenses Subtotal$86,213,496ExpensesSubtotalAmt
Investment Expenses Not Incld2$82,931InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$45,576,174OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$45,659,105ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$131,872,601TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE 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 9,000 ORIGINAL ARTWORKS.
Schedule D, Part IV, Line 2b Explanation of escrow agreementThe University invests funds for the benefit of Winebrenner Theological Seminary.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE INTENDED USE OF THE ENDOWMENT FUND IS FOR SCHOLARSHIPS.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE 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, 2015 OR 2014, RESPECTIVELY. 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, 2014 OR 2013, RESPECTIVELY. 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 990Rental Expense - 196206 Fundraising Expense - 64768 Change in value of interest rate swap - 119505 Change in split interest agreements - -93128
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsScholarship Expense - 45857576 Loss on disposal of property and equipment - -281402
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Rental Expense - 196206 Fundraising Expense - 64768
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsScholarship Expense - 45857576 Loss on disposal of property and equipment - -281402

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYCLEARLY DEFINED IN ALL UNIVERSITY LITERATURE
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTU.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 (9 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00,Investments$9,901,000
Central America and the Caribbean060,Program Services$116,537RECRUITING/ACADEMICS
East Asia and the Pacific038,Program Services$70,122RECRUITING/ACADEMICS
Europe (Including Iceland and Greenland)025,Program Services$82,953RECRUITING/ACADEMICS
Middle East and North Africa01,Program Services$3,784RECRUITING/ACADEMICS
North America (Canada & Mexico only)06,Program Services$1,862RECRUITING/ACADEMICS
South America02,Program Services$9,682RECRUITING/ACADEMICS
South Asia02,Program Services$29,674RECRUITING/ACADEMICS
Sub-Saharan Africa01,Program Services$418RECRUITING/ACADEMICS
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees135SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee135TotalEmployeeCnt
Subtotal Spent$10,216,032SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$10,216,032TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Oiler Golf OutingEvent1Nm
Gross Receipts Event1$149,188GrossReceiptsEvent1Amt
Charitable Contri Event1$92,133CharitableContriEvent1Amt
Gross Revenue Event1$57,055GrossRevenueEvent1Amt
Non Cash Prizes Event1$47,388NonCashPrizesEvent1Amt
Rent Facility Costs Event1$8,960RentFacilityCostsEvent1Amt
Food And Beverage Event1$3,839FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$4,581OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$149,188GrossReceiptsTotalAmt
Charitable Contributions Tot$92,133CharitableContributionsTotAmt
Gross Revenue Total Events$57,055GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$47,388NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$8,960RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$3,839FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$4,581OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$64,768DirectExpenseSummaryEventsAmt
Net Income Summary-$7,713NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
ENDOWMENT SCHOLARSHIPS907$793,834
MEN'S ATHLETIC228$2,732,065
WOMEN'S ATHLETIC180$1,987,354
INTERNATIONAL SCHOLARSHIPS501$1,291,430
OTHER SCHOLARSHIPS3714$29,585,578
FEDERAL GRANTS981$3,275,500
OHIO GRANTS480$1,286,850
UF INSTITUTIONAL AWARD1050$2,585,254
UF AWARD272$2,319,711

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant FundsThe 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.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.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.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KATHERINE R FELL
PRESIDENT$296,539$0$0$0$1,630$0$26,000$0$60,580$0$384,749$0$0$0
Marcia Sloan Latta
VP University Advancement$178,628$0$0$0$3,533$0$3,090$0$9,742$0$194,993$0$0$0
MARTIN TERRY
VICE PRESIDENT FOR BUSINESS AFFAIRS/TREASURER$161,883$0$0$0$4,225$0$16,790$0$14,987$0$197,885$0$0$0
Darin Fields
VP Academic Affairs$155,673$0$0$0$247$0$6,433$0$16,764$0$179,117$0$0$0
REBECCA BUTLER
VICE PRESIDENT FOR ENROLLMENT MANAGEMENT$140,288$0$0$0$297$0$6,647$0$10,736$0$157,968$0$0$0
DAVID EMSWELLER
VICE PRESIDENT FOR STUDENT SERVICES$136,407$0$0$0$438$0$14,533$0$20,145$0$171,523$0$0$0
PAUL SEARS
DEAN, COLLEGE OF BUSINESS$145,885$0$0$0$885$0$10,860$0$20,462$0$178,092$0$0$0
RANDALL VAN DYNE
ASSISTANT VICE PRESIDENT/EXECUTIVE DIRECTOR OF THE ALL HAZARDS TRAINING CENTER$139,239$0$0$0$162$0$14,522$0$14,968$0$168,891$0$0$0
PATRICK MALONE
ASSOCIATE DEAN OF PHARMACY$136,674$0$0$0$678$0$9,991$0$15,043$0$162,386$0$0$0
AHMED EL-ZAYATY
FACULTY$131,231$0$0$0$885$0$10,817$0$20,487$0$163,420$0$0$0
RAYMOND MCCANDLESS
CHIEF INFORMATION OFFICER$131,396$0$0$0$678$0$13,524$0$17,388$0$162,986$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Travel for companionsTHE 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 useThe 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 $41,400.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesTHE 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

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1OHIO HIGHER EDUCATIONAL FACILITY COMMISSIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN346849674BondIssuerEIN
CUSIP67756AWQ1CUSIPNum
Bond Issued2006-06-29BondIssuedDt
Issue Price$18,260,000IssuePriceAmt
PurposeREFINANCE, RENOVATION, PROPERTY - SEE Part VIPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingYes (true)PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$8,580,000RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$18,274,731TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$275,651IssuanceCostsFromProceedsAmt
Credit Enhancement$287,663CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$7,654,731CapitalExpendituresAmt
Other Spent Proceeds$10,056,686OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2007SubstantialCompletionYr
Current RefundingYes (true)CurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0.0PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.0TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DueYes (true)NoRebateDueInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (f) Description of PurposeTHE UNIVERSITY OF FINDLAY (THE UNIVERSITY) WAS ONE OF FOUR INTERNAL REVENUE CODE SECTION 501(C)(3) EXEMPT EDUCATION ORGANIZATIONS THAT WERE THE BENEFICIARIES OF THE FOLLOWING COMMISSION POOLED FINANCING: $36,080,000 STATE OF OHIO HIGHER EDUCATIONAL FACILITY VARIABLE RATE REVENUE BONDS (POOLED FINANCING 2006 PROGRAM) SERIES A ISSUED JUNE 29, 2006 AS INDICATED IN COLUMN (E), $18,260,000 OF THE POOLED FINANCING BENEFITED THE UNIVERSITY. THE OTHER BENEFICIARIES OF THE POOLED FINANCING WERE THE OHIO COLLEGE OF PODIATRIC MEDICINE, URBANA UNIVERSITY AND WALSH UNIVERSITY. $10,056,686 OF THE POOLED FINANCING PROCEEDS BENEFITING THE UNIVERSITY WAS USED TO REFUND OHIO HIGHER EDUCATIONAL FACILITY COMMISSION REVENUE BONDS ISSUED NOVEMBER 1, 1996 FOR THE BENEFIT OF THE UNIVERSITY. THOSE BONDS WERE ISSUED TO FINANCE CAPITAL EXPENDITURES FOR THE ACQUISITION, CONSTRUCTION, RENOVATION, EQUIPPING AND FURNISHING OF VARIOUS EDUCATIONAL FACILITIES, CERTAIN COMPUTER AND EQUIPMENT SYSTEMS AND OTHER CAMPUS IMPROVEMENTS. THE BALANCE OF THE POOLED FINANCING PROCEEDS BENEFITING THE UNIVERSITY WAS USED FOR CAPITAL EXPENDITURES CONSISTING OF THE PURCHASE AND RENOVATION OF CLASSROOM FACILITIES AND OTHER REAL PROPERTY USED IN CONNECTION WITH VARIOUS DEGREE PROGRAMS.
Schedule K, Part I, Column (e) Total Proceeds of Issue, Sch K, Part II, Line 3The total proceeds of issue $18,274,731 less: interest income $14,731 is the difference between the issue price $18,260,000 and the total proceeds of issue.
Schedule K, Part IV, Line 2c Rebate CalculationIssuer name: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION The calculation for computing no rebate due was performed on 09/11/2011

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (3 entries)

Cash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxt
SEE STATEMENT
$31,693SCHOLARSHIPS
SEE STATEMENT
$22,766SCHOLARSHIPS
SEE STATEMENT
$12,500SCHOLARSHIPS

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
CHARLES NORRIS
FAMILY MEMBER OF MARY LEHMAN, TRUSTEE$61,706COMPENSATIONfalse
KATHLEEN CRATES
FAMILY MEMBER OF LYNN CHILD, TRUSTEE$88,288COMPENSATIONfalse
CINDY FRY
FAMILY MEMBER OF ROBERT FRY, TRUSTEE$28,844COMPENSATIONfalse
ACI CONSTRUCTION
ENTITY MORE THAN 35% OWNED BY FAMILY MEMBER OF KOLLEEN KIRK, TRUSTEE$116,161SERVICESfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part III, Column (a) NAME OF INTERESTED PERSON AND RELATIONSHIPFormAndLineReferenceDesc
ExplanationCOLLEGES, 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution13ContributionCnt
Noncash Contributions Rpt F990$365,355NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$6,023NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$253,367NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)LIVESTOCK-HORSES26$1,113,440Other
Yes (X)VARIOUS CONTRIBUTIONS18$329,357Cost
FieldValueIRS element (for citing)
Form8283 Received19Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationArt - Works of art: NUMBER OF CONTRIBUTIONS Books and publications: NUMBER OF CONTRIBUTIONS Other: NUMBER OF CONTRIBUTIONS Other: NUMBER OF CONTRIBUTIONS Securities - Publicly traded: Number of contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 15b COMPENSATION PROCESS OF OTHER OFFICERS OR KEY EMPLOYEESTHE 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 1a Delegate broad authority to a committeeArticle 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 personsJAMES 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 bodyA 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 March 10,2016. 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 policyBoard 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 15a Process to establish compensation of top management officialThe 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 June 2015.
Form 990, Part VI, Line 19 Required documents available to the publicFinancial 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 RevenueAthletics - Total Revenue: 18408, Related or Exempt Function Revenue: 18408, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Veterinary - Total Revenue: 623126, Related or Exempt Function Revenue: 623126, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueMiscellaneous - Total Revenue: 1234654, Related or Exempt Function Revenue: 1234654, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Overseas Program - Total Revenue: 28900, Related or Exempt Function Revenue: 28900, 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 balancesChange in Value of Interest Rate Swap - 119505; Change in split interest agreements - -93128;

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUSTS (3)
INVESTMENTSOHNATrust
MILLSIX COMPANY
REAL ESTATE RENTALOHUNIVERSITY OF FINDLAYS Corporation1000 NORTH MAIN STREETFINDLAYOH45840341081146-$1,762$42,4461Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd