IVY TECH FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- IVY TECH FOUNDATION INC (EIN 23-7073977)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201521359349301717
- Schema version
- 2013v4.0
- 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 D
- 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 | 2015-05-15T09:32:09-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462400857 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237073977 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IVY TECH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IVYT | BusinessNameControlTxt |
| Phone | 3179214749 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WEST FALL CREEK PARKWAY NORTH | AddressLine1 |
| Address Line2 | DRIVE | AddressLine2 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462085752 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MURPHY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3179214749 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT A SCHUSTER | PreparerPersonNm |
| PTIN | P00019243 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2015-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN HONIGFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WEST FALL CREEK PARKWAY NORTH | AddressLine1 |
| Address Line2 | DRIVE | AddressLine2 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462085752 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $52,426,692 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IVYTECH.EDU/GIVING | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO RECEIVE, HOLD, INVEST AND ADMINISTER PROPERTY AND TO SOLICIT AND RECEIVE CONTRIBUTIONS AND TO MAKE EXPENDITURES TO OR FOR THE BENEFIT OF IVY TECH COMMUNITY COLLEGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 57 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 55 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 600 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,062,205 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,666,855 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,248,652 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,544,477 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,089,873 | PYOtherRevenueAmt |
| CY Other Revenue | $638,042 | CYOtherRevenueAmt |
| PY Total Revenue | $16,400,730 | PYTotalRevenueAmt |
| CY Total Revenue | $27,849,374 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,034,755 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,337,428 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $149,123 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $335,443 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,109,056 | PYOtherExpensesAmt |
| CY Other Expenses | $15,554,369 | CYOtherExpensesAmt |
| PY Total Expenses | $13,143,811 | PYTotalExpensesAmt |
| CY Total Expenses | $19,040,920 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,256,919 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,808,454 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $121,672,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,155,396 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,280,573 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,947,456 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $93,392,393 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $104,207,940 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO RECEIVE, HOLD, INVEST AND ADMINISTER PROPERTY AND TO SOLICIT AND RECEIVE CONTRIBUTIONS AND TO MAKE EXPENDITURES TO OR FOR THE BENEFIT OF IVY TECH COMMUNITY COLLEGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,872,585 | ExpenseAmt |
| Grant | $2,872,585 | GrantAmt |
| Desc | SOLICITING, RECEIVING, ADMINISTERING AND DISTRIBUTING DONATIONS FOR FINANCIAL AID FOR STUDENTS ATTENDING IVY TECH COMMUNITY COLLEGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,160,909 | ExpenseAmt |
| Grant | $449,843 | GrantAmt |
| Revenue | $60,986 | RevenueAmt |
| Desc | HELPING IVY TECH COMMUNITY COLLEGE OF INDIANA WITH ITS NEEDS FOR LAND, FACILITIES, AND EQUIPMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,289,843 | ExpenseAmt |
| Desc | PROVIDING SUPPORT FOR SPECIAL, INNOVATIVE PROGRAMS OF IVY TECH COMMUNITY COLLEGE OF INDIANA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,401,937 | ExpenseAmt |
| Grant | $15,000 | GrantAmt |
| Revenue | $1,009,215 | RevenueAmt |
| Desc | HELPING FUND OTHER PROGRAM EXPENDITURES FOR IVY TECH COMMUNITY COLLEGE OF INDIANA, INCLUDING FACULTY AND STAFF DEVELOPMENT, EMPLOYEE RECOGNITION, AND COMMUNITY OUTREACH EXPENDITURES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,401,937 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $15,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,009,215 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $17,725,274 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 57 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 55 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN HONIGFORD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3179214749 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WEST FALL CREEK PARKWAY NORTH | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462085752 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID FINDLAY | |||||||||
| CHAIRPERSON | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| THOMAS J SNYDER | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $311,238 | $184,424 | 38.00 | |||
| JOHN M MURPHY | |||||||||
| PRESIDENT | 24.00 | Yes (X) | Yes (X) | $0 | $176,206 | $43,171 | 16.00 | ||
| MICHAEL M HARMLESS | |||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PATRICK R RALSTON | |||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KEVIN AHAUS | |||||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RONALD K FAUQUHER | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TERRY ANKER | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM AULT | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILLIP BANE | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CATHRYN BRODERICK | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MAJOR GENERAL GEORGE A BUSKIRK JR | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LORENE BURKHART | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN M CHAMPLIN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN BROOKS | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD BROWN II | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| QUINN BUCKNER | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDGAR DAVIS | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LARRY GARATONI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES J GARCIA | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM GOINS | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID R GOODMAN JR | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM GUTZWILLER | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK HAGERMAN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRYANT R HANSON | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CATHERINE POPP HOFFMAN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| J MICHAEL JARVIS | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK MAASSEL | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEE MARCHANT | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES C MARCUCCILLI | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES A MERTEN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY HARBISON | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAT HARRISON | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| IZABELA OZDEMIR | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALBERT HUNTINGTON | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL PERKINS | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LU B PORTER | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MAMON POWERS III | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM RITZMANN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL LUNSFORD | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE SCHRECKENGAST | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| AH SCHUMAKER II | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN R STEIN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGG A THARP | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES ORBIK | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREG RANGER | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GERALD A RICHARDSON | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP ROBY | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS TRAURING | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD L VONDERHAAR | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DARELL ZINK JR | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TERRY BOWEN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JESSE BRAND | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY MORAVEC | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HOLLY HILTON D'AMOUR | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM DOTY | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CONNIE FERGUSON | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY A TERP | |||||||||
| SR. VP, ENGAGEMENT AND INS | 2.00 | $0 | $214,596 | $92,453 | 38.00 | Yes (X) | |||
| JOYCE Q ROGERS | |||||||||
| VP FOR DEVELOPMENT | 24.00 | $0 | $212,278 | $35,858 | 16.00 | Yes (X) | |||
| CHRISTOPHER RUHL | |||||||||
| ASSISTANT TREASURER | 2.00 | $0 | $239,663 | $64,524 | 38.00 | Yes (X) | |||
| PERRY HAMMOCK | |||||||||
| ASSISTANT SECRETARY | 24.00 | $0 | $102,790 | $48,833 | 16.00 | Yes (X) | |||
| KEVIN HONIGFORD | |||||||||
| ASSISTANT TREASURER | 24.00 | $0 | $139,650 | $21,290 | 16.00 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,396,421 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $490,553 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,567,512 | FundraisingAmt |
| All Other Contributions | $23,099,343 | AllOtherContributionsAmt |
| Noncash Contributions | $4,461,482 | NoncashContributionsAmt |
| Total Contributions | $24,666,855 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,421,981 | TotalRevenueColumnAmt |
| Exclusion | $1,421,981 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,147 | TotalRevenueColumnAmt |
| Exclusion | $69,147 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,474,952 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,375,831 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $99,121 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,121 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,986 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $38,135 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,982,859 | SecuritiesAmt |
| Other | $449,613 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,921,644 | SecuritiesAmt |
| Other | $388,332 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,061,215 | SecuritiesAmt |
| Other | $61,281 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,122,496 | TotalRevenueColumnAmt |
| Exclusion | $1,122,496 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $352,070 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,567,512 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $891,511 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$539,441 | TotalRevenueColumnAmt |
| Exclusion | -$539,441 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| VENDING INCOME | 900099 | $984,583 | $984,583 |
| OTHER | 900099 | $24,632 | $24,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,009,215 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,849,374 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,070,201 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,112,318 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,843 | TotalAmt |
| Program Services | $464,843 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,872,585 | TotalAmt |
| Program Services | $2,872,585 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,440 | TotalAmt |
| Management And General | $57,440 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,123 | TotalAmt |
| Fundraising | $149,123 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,652 | TotalAmt |
| Management And General | $108,652 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,218 | TotalAmt |
| Fundraising | $31,218 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,188 | TotalAmt |
| Program Services | $3,402 | ProgramServicesAmt |
| Management And General | $9,418 | ManagementAndGeneralAmt |
| Fundraising | $368 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,193 | TotalAmt |
| Management And General | $114,193 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,474 | TotalAmt |
| Program Services | $14,179 | ProgramServicesAmt |
| Management And General | $3,564 | ManagementAndGeneralAmt |
| Fundraising | $1,731 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,413 | TotalAmt |
| Program Services | $7,413 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,579 | TotalAmt |
| Program Services | $77,358 | ProgramServicesAmt |
| Management And General | $7,873 | ManagementAndGeneralAmt |
| Fundraising | $6,348 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $907,404 | TotalAmt |
| Program Services | $907,404 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,515 | TotalAmt |
| Fundraising | $74,515 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BUILDING IMPROVEMENTS | $6,164,419 | $6,164,419 |
| IN-KIND EXPENSES | $2,546,647 | $2,546,647 |
| SPECIAL PROGRAMS | $2,289,843 | $2,289,843 |
| OUTREACH PROGRAM EXPENS | $1,366,020 | $1,366,020 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,762,364 | TotalAmt |
| Program Services | $1,011,161 | ProgramServicesAmt |
| Management And General | $679,063 | ManagementAndGeneralAmt |
| Fundraising | $72,140 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,040,920 | TotalAmt |
| Program Services | $17,725,274 | ProgramServicesAmt |
| Management And General | $980,203 | ManagementAndGeneralAmt |
| Fundraising | $335,443 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,338 | BOYAmt |
| EOY | $3,338 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,199,287 | BOYAmt |
| EOY | $6,796,693 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,572,426 | BOYAmt |
| EOY | $13,541,774 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $702,379 | BOYAmt |
| EOY | $964,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,468,897 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,734,496 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,558,912 | BOYAmt |
| EOY | $44,734,401 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,178,366 | BOYAmt |
| EOY | $33,463,534 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,940,962 | BOYAmt |
| EOY | $11,830,050 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,517,296 | BOYAmt |
| EOY | $25,821,003 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,672,966 | BOYAmt |
| EOY | $137,155,396 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038,892 | BOYAmt |
| EOY | $1,955,827 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,788,304 | BOYAmt |
| EOY | $4,959,108 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $860,846 | BOYAmt |
| EOY | $810,865 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,571,981 | BOYAmt |
| EOY | $20,683,188 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,680,326 | BOYAmt |
| EOY | $4,199,303 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,224 | BOYAmt |
| EOY | $339,165 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,280,573 | BOYAmt |
| EOY | $32,947,456 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,552,787 | BOYAmt |
| EOY | $10,861,019 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,409,035 | BOYAmt |
| EOY | $67,011,514 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,430,571 | BOYAmt |
| EOY | $26,335,407 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,392,393 | BOYAmt |
| EOY | $104,207,940 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,672,966 | BOYAmt |
| EOY | $137,155,396 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,808,454 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,159,826 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$152,733 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,570,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,248,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,863,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,062,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,666,855 | CurrentTaxYearAmt |
| Total | $101,411,696 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,570,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,248,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,863,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,062,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,666,855 | CurrentTaxYearAmt |
| Total | $101,411,696 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,739,690 | SubstantialContributorsTotAmt |
| Public Support Total170 | $71,672,006 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,370,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,111,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,171,676 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,093,089 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,966,080 | CurrentTaxYearAmt |
| Total | $18,713,370 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $120,125,066 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,071,239 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $82,970 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | USE IN ART EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,075,792 | BeginningYearBalanceAmt |
| Contributions | $826,173 | ContributionsAmt |
| Investment Earnings Or Losses | $3,608,105 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,017,829 | GrantsOrScholarshipsAmt |
| Other Expenditures | $174,179 | OtherExpendituresAmt |
| End Year Balance | $29,318,062 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,211,845 | BeginningYearBalanceAmt |
| Contributions | $1,621,229 | ContributionsAmt |
| Investment Earnings Or Losses | $2,330,489 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,087,771 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,075,792 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,273,850 | BeginningYearBalanceAmt |
| Contributions | $1,921,312 | ContributionsAmt |
| Investment Earnings Or Losses | $51,679 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,034,996 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,211,845 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,385,710 | BeginningYearBalanceAmt |
| Contributions | $760,975 | ContributionsAmt |
| Investment Earnings Or Losses | $3,127,216 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000,051 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,273,850 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,451,992 | BeginningYearBalanceAmt |
| Contributions | $1,321,814 | ContributionsAmt |
| Investment Earnings Or Losses | $1,689,849 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $77,945 | GrantsOrScholarshipsAmt |
| End Year Balance | $19,385,710 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88140 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11860 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,308,934 | OtherCostOrOtherBasisAmt |
| Book Value | $13,308,934 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,575,835 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,395,843 | DepreciationAmt |
| Book Value | $31,179,992 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $584,128 | OtherCostOrOtherBasisAmt |
| Depreciation | $338,653 | DepreciationAmt |
| Book Value | $245,475 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $44,734,401 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATES OF DEPOSIT | $6,903,636 | F |
| HEDGE FUNDS | $3,120,819 | F |
| STRUCTURED PRODUCTS | $593,548 | F |
| BENEFICIAL INTEREST IN TRUSTS | $1,212,047 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,830,050 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LOAN RECEIVABLE | $23,510,509 |
| INVESTMENT IN CEI | $5,496 |
| INVESTMENT IN RE JOINT VENTURES | $1,496,243 |
| DONATED PROPERTY HELD IN TRUST | $808,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $25,821,003 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $91,381 |
| INTEREST RATE SWAP LIABILITY | $247,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $339,165 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,244,610 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,159,826 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,374,457 | OtherRevenueAmt |
| Revenue Not Reported | $5,534,283 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,710,327 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $108,652 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $30,395 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $139,047 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,849,374 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,988,042 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,086,169 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,086,169 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,901,873 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $108,652 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $30,395 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $139,047 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,040,920 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | COLLECTION CONSISTS OF 50 PIECES OF ARTWORK IN LAFAYETTE REGION, FOR ONE OR MORE OF THE FOLLOWING PURPOSES: 1) FURTHERANCE OF IVY TECH ART PROGRAM, 2) TEACHING ART TO THE ART STUDENTS 3) DISPLAY AS PART OF ITS ART COLLECTIONS. |
| PART IV, LINE 2B: | THE FOUNDATION SERVES AS THE FISCAL AGENT FOR CASH AND PLEDGES RECEIVED FOR INTERSECTION CONNECTION, A JOINT VENTURE BETWEEN THE IVY TECH FOUNDATION AND TWO OTHER UNRELATED NOT-FOR-PROFIT ORGANIZATIONS. THE EXPENDITURE OF THE FUNDS IS SUBJECT TO THE APPROVAL OF THE COORDINATING COMMITTEE ESTABLISHED UNDER THE AGREEMENT, WHICH INCLUDES REPRESENTATIVES FROM ALL THREE PARTIES. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE UTILIZED TO ASSIST THE MISSION OF IVY TECH COMMUNITY COLLEGE. MOST FUNDS PROVIDE SCHOLARSHIPS FOR STUDENTS ATTENDING THE COLLEGE. THE REMAINDER OF THE FUNDS PROVIDE PROGRAMS, FACILITIES, SUPPLIES AND EQUIPMENT TO THE COLLEGE. THE FOUNDATION'S POLICY IS TO ANNUALLY DISTRIBUTE 5% OF THE ENDOWMENT'S ASSET VALUE. |
| PART X, LINE 2: | IVY TECH FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). CEP IS A SINGLE MEMBER, MEMBER MANAGED LIMITED LIABILITY COMPANY THAT IS TREATED AS A DISREGARDED ENTITY FOR FEDERAL AND STATE INCOME TAX PURPOSES, AND THUS IS ALSO EXEMPT TOGETHER WITH IVY TECH FOUNDATION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR THESE ENTITIES. IN ADDITION, IVY TECH FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2014 AND 2013. THE FOUNDATION FILES U.S. FEDERAL AND STATE OF INDIANA TAX AND INFORMATIONAL RETURNS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE YEAR ENDED JUNE 30, 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 3,375,831. INCOME OF SUBSIDIARIES 1,561. LOSS ON INTEREST RATE SWAP -2,935. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | UNCOLLECTIBLE PLEDGES 30,395. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 3,375,831. EXPENSES OF SUBSIDIARIES 1,713,273. LOSS FROM INTEREST RATE SWAP -2,935. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | UNCOLLECTIBLE PLEDGES 30,395. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DONOR BY DESIGN LLC | ||||||||
| 725 W GILBERT ROAD | PALATINE | IL | 60067 | CAPITAL CAMPAIGN CONSULTING | 0 | $3,355,894 | $11,439 | $3,344,455 |
| TEMON CONSULTING | ||||||||
| 8582 BROWER LAKE RD NE | ROCKFORD | MI | 49341 | CAPITAL CAMPAIGN CONSULTING | 0 | $308,588 | $40,500 | $268,088 |
| RUFFALO CODY LLC | ||||||||
| 1025 KIRKWOOD PARKWAY SW | CEDAR RAPIDS | IA | 52404 | ANNUAL FUNDRAISER CONSULTING | 0 | $5,607 | $46,201 | -$40,594 |
| ARMISTEAD GROUP INC | ||||||||
| 907 LITERARY CIRCLE | LEXINGTON | KY | 40513 | CAPITAL CAMPAIGN CONSULTING | 0 | $0 | $17,115 | -$17,115 |
| JOHNSON GROSSNICKLE & ASSOC | ||||||||
| 29 S PARK BLVD | GREENWOOD | IL | 46143 | CAPITAL CAMPAIGN CONSULTING | 0 | $0 | $33,868 | -$33,868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,670,089 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $149,123 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $3,520,966 | TotalNetToOrganizationAmt |
| Licensed States | IN | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 50TH ANNIVERSARY | NameOfEvent1Amt |
| Gross Receipts Event1 | $968,815 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $894,475 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $74,340 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $380,919 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | THIS IS IT | NameOfEvent2Amt |
| Gross Receipts Event2 | $124,868 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $116,618 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,250 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $41,722 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 26 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $825,899 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $556,419 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $269,480 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $468,870 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,919,582 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,567,512 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $352,070 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $891,511 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $891,511 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$539,441 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| IVY TECH COMMUNITY COLLEGE OF INDIANA | ||||||||||
| 50 W FALL CREEK PARKWAY N DRIVE | INDIANAPOLIS | IN | 46208 | 351180631 | STATE OF INDIANA | $449,843 | APPRAISAL | LAND AND BUILDINGS | TO FURTHER THE EDUCATIONAL MISSION OF IVY TECH COMMUNITY COLLEGE OF INDIANA. | |
| GREATER KOKOMO ECONOMIC DEVELOPMENT ALLIANCE | ||||||||||
| 700 E FIRMIN ST SUITE 200 | KOKOMO | IN | 46902 | 351499686 | 501(C)(3) | TO FURTHER THE EDUCATIONAL MISSION OF IVY TECH COMMUNITY COLLEGE OF INDIANA. | $10,000 | |||
| NEAR NORTH DEVELOPMENT CORP | ||||||||||
| 1433 N MERIDIAN ST | INDIANAPOLIS | IN | 46202 | 351427889 | 501(C)(3) | TO FURTHER THE EDUCATIONAL MISSION OF IVY TECH COMMUNITY COLLEGE OF INDIANA. | $5,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 3438 | RecipientCnt |
| Cash Grant | $2,872,585 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT ALLOCATIONS ARE DIRECTLY GIVEN TO IVY TECH COMMUNITY COLLEGE. THE COLLEGE AWARDS SCHOLARSHIPS BASED ON PRE-SET CRITERIA AND MONITORS THE USE OF THE GRANT MONEY. THE FOUNDATION ALSO PROVIDES GRANTS TO OTHER ORGANIZATIONS TO FURTHER THE EDUCATION MISSION OF IVY TECH COMMUNITY COLLEGE. THESE GRANTS ARE MONITORED ON A CASE-BY-CASE BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS J SNYDER | ||||||||||||||
| BOARD MEMBER | $0 | $299,924 | $0 | $0 | $0 | $11,314 | $0 | $0 | $0 | $184,424 | $0 | $495,662 | $0 | $0 |
| JOHN M MURPHY | ||||||||||||||
| PRESIDENT | $0 | $162,946 | $0 | $0 | $0 | $13,260 | $0 | $7,391 | $0 | $35,780 | $0 | $219,377 | $0 | $0 |
| JEFFREY A TERP | ||||||||||||||
| SR. VP, ENGAGEMENT AND INS | $0 | $177,451 | $0 | $0 | $0 | $37,145 | $0 | $45,412 | $0 | $47,041 | $0 | $307,049 | $0 | $0 |
| JOYCE Q ROGERS | ||||||||||||||
| VP FOR DEVELOPMENT | $0 | $167,036 | $0 | $0 | $0 | $45,242 | $0 | $0 | $0 | $35,858 | $0 | $248,136 | $0 | $0 |
| CHRISTOPHER RUHL | ||||||||||||||
| ASSISTANT TREASURER | $0 | $206,603 | $0 | $0 | $0 | $33,060 | $0 | $12,000 | $0 | $52,524 | $0 | $304,187 | $0 | $0 |
| PERRY HAMMOCK | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $98,317 | $0 | $0 | $0 | $4,473 | $0 | $24,000 | $0 | $24,833 | $0 | $151,623 | $0 | $0 |
| KEVIN HONIGFORD | ||||||||||||||
| ASSISTANT TREASURER | $0 | $137,682 | $0 | $0 | $0 | $1,968 | $0 | $0 | $0 | $21,290 | $0 | $160,940 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | ON A PRE-APPROVED BASIS, CERTAIN IVY TECH COMMUNITY COLLEGE EMPLOYEES ARE PROVIDED SOCIAL CLUB MEMBERSHIPS TO ACCOMMODATE BUSINESS NEEDS RELATED TO COLLEGE FUNCTIONS OR COMMUNITY OUTREACH. THE SOCIAL CLUB MEMBERSHIP DUES ARE PAID BY THE IVY TECH FOUNDATION. ANY PERSONAL USE OF SOCIAL CLUB MEMBERSHIPS IS A TAXABLE FRINGE BENEFIT AND IS INCLUDED IN THE TAXABLE WAGES OF EMPLOYEES RECEIVING THE BENEFIT. ADDITIONALLY, PAY IS INCREASED/GROSSED UP TO COMPENSATE EMPLOYEES FOR THE ESTIMATED TAXES OWED AS A RESULT OF ANY DERIVED TAXABLE INCOME. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| OLD NATIONAL BANK | |||||||
| A | 351729164 | 2010-04-30 | $2,270,118 | PURCHASE REAL ESTATE USED BY IVY TECH | 0 | 0 | 0 |
| RIVER VALLEY FINANCIAL BANK | |||||||
| B | 350281620 | 2011-12-09 | $1,377,520 | PURCHASE REAL ESTATE USED BY IVY TECH | 0 | 0 | 0 |
| OLD NATIONAL BANK | |||||||
| C | 351729164 | 2012-06-19 | $1,833,253 | PURCHASE REAL ESTATE USED BY IVY TECH | 0 | 0 | 0 |
| OLD NATIONAL BANK | |||||||
| D | 351729164 | 2012-08-30 | $4,261,096 | PURCHASE REAL ESTATE USED BY IVY TECH | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt |
|---|---|---|---|---|---|---|---|---|
| A | $2,270,118 | $2,270,118 | 2010 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $1,377,520 | $1,377,520 | 2011 | 0 | Yes (1) | Yes (1) | Yes (1) | $42,480 |
| C | $1,833,253 | $1,833,253 | 2011 | 0 | Yes (1) | Yes (1) | Yes (1) | $37,605 |
| D | $4,261,096 | $4,261,096 | 2012 | 0 | Yes (1) | Yes (1) | Yes (1) | $38,904 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD G THOMAS | PersonNm |
| Relationship With Org | BOARD MEMBER | RelationshipWithOrgTxt |
| Loan Purpose | PURCHASE OF LAND AND BUILDING; REFINANCE REAL ESTATE | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $1,167,606 | OriginalPrincipalAmt |
| Balance Due | $810,865 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $810,865 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $17,305 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISALS/FMV | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $7,573 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $12,528 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $427,536 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,410,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $247,124 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK EXCHANGE PRICE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,496,243 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $127,516 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $75,458 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 34 | $462,056 | FAIR MARKET VALUE |
| Yes (X) | GIFT CARDS, M | 251 | $156,843 | FAIR MARKET VALUE |
| Yes (X) | JEWELRY | 3 | $5,700 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF FORM 990 WILL FIRST BE THOROUGHLY REVIEWED BY THE AUDIT AND ADMINISTRATIVE POLICIES COMMITTEE. ANY APPROPRIATE REVISIONS WILL BE MADE AND THEN THE UPDATED FORM 990 WILL BE SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENTS. AGAIN, ANY APPROPRIATE REVISIONS WILL BE MADE BEFORE FILING. IF SUBSTANTIAL REVISIONS ARE NEEDED, THE FORM 990 WILL BE CIRCULATED A SECOND TIME TO ALL BOARD MEMBERS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY INCLUDES A FORM TO BE COMPLETED AND SUBMITTED ANNUALLY. THE FORM REQUIRES INFORMATION REGARDING EACH RECIPIENTS FINANCIAL INTERESTS AND EMPLOYMENT. THE CONTENT OF EACH FORM IS REVIEWED BY THE ASSISTANT TREASURER TO ASSESS ANY POTENTIAL CONFLICTS OF INTEREST. IF CONFLICTS OF INTEREST EXIST, THE POLICY PROVIDES THE PROCEDURAL GUIDELINES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE IVY TECH FOUNDATION HAS NO EMPLOYEES. THE FOUNDATION CONTRACTS WITH IVY TECH COMMUNITY COLLEGE FOR SERVICES PERFORMED BY COLLEGE EMPLOYEES THAT BENEFIT THE FOUNDATION. COLLEGE SALARIES ARE ESTABLISHED BASED UPON COMPARATIVE SALARY ANALYSIS OF COLLEGE EMPLOYEES IN COMPARABLE POSITIONS, CONSIDERATION OF ECONOMIES OF SCALE, INPUT FROM HUMAN RESOURCES AND FINAL APPROVAL OF APPROPRIATE COLLEGE OFFICER. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE IVY TECH FOUNDATION ONLY FILES FORM 990 AND MAKES IT AVAILABLE TO THE PUBLIC AS FOLLOWS: 1) IVY TECH COMMUNITY COLLEGE'S WEBSITE, 2) IVY TECH FOUNDATION'S CENTRAL OFFICE LOCATION IN INDIANAPOLIS, IN AND 3) UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AS FOLLOWS: 1) IVY TECH COMMUNITY COLLEGE'S WEBSITE, 2) INCLUSION WITHIN IVY TECH COMMUNITY COLLEGE'S ANNUAL FINANCIAL REPORT, WHICH IS AVAILABLE TO THE PUBLIC AND 3) UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | SUBSIDIARIES LOSS -1,291. TRANSFER OF CAPITAL TO SUBSIDIARY -151,442. |
| FORM 990, PART XII, LINE 2C | THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY ENTERPRISES PROPERTIES LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W FALL CREEK PARKWAY N DRIVE | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271333852 | EIN |
| Primary Activities | REAL ESTATE HOLDING | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Total Income | $2,242,297 | TotalIncomeAmt |
| End Of Year Assets | $28,579,661 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IVY TECH FOUNDATION INC | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| IVY TECH COMMUNITY COLLEGE OF INDIANA | ||||||||||
| 50 W FALL CREEK PARKWAY N DRIVE | INDIANAPOLIS | IN | 46208 | 351180631 | POST-SECONDARY EDUCATION | IN | N/A | 0 | ||
| IVY TECH PROPERTIES INC | ||||||||||
| 50 W FALL CREEK PARKWAY NORTH DRIVE | INDIANAPOLIS | IN | 46208 | 454551412 | ACQUIRE,OWN AND REDEVELOP PROPERTY FOR THE BENEFIT OF IVY TECH COMMUNITY COL | IN | 0 | 501(C)(2) | IVY TECH FOUNDATION INC | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY ENTERPRISES INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W FALL CREEK PARKWAY N DRIVE | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943447601 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $9 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $9,366 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IVY TECH COMMUNITY COLLEGE OF INDIANA - SCHOLARSHIPS | ||
| B | $2,872,585 | CASH |
| IVY TECH COMMUNITY COLLEGE OF INDIANA - LANDBLDG GRANT | ||
| B | $449,843 | APPRAISAL |
| IVY TECH COMMUNITY COLLEGE OF INDIANA | ||
| O | $650,000 | FMV |
| IVY TECH COMMUNITY COLLEGE OF INDIANA - RENT | ||
| J | $2,138,135 | FMV |
| IVY TECH COMMUNITY COLLEGE OF INDIANA | ||
| R | $2,289,843 | FMV |
| IVY TECH COMMUNITY COLLEGE OF INDIANA | ||
| G | $449,613 | FMV |
| IVY TECH PROPERTIES INC | ||
| D | $32,051,325 | FMV |
| IVY TECH PROPERTIES INC | ||
| D | $518,490 | FMV |
| IVY TECH PROPERTIES INC (RENTAL INCOME) | ||
| K | $566,442 | FMV |
| IVY TECH PROPERTIES INC | ||
| B | $151,442 | CASH |
| IVY TECH COMMUNITY COLLEGE OF INDIANA | ||
| D | $294,051 | FMV |
| COMMUNITY ENTERPRISES INC | ||
| D | $3,870 | FMV |