2015-02-18T08:20:22-08:00 2014-05-31 990 2013-06-01 350868074 UNIVERSITY OF EVANSVILLE UNIV 8124882183 1800 LINCOLN AVENUE EVANSVILLE IN 47722 JEFFERY M WOLF Vice President 2015-02-18 2013 2016-02-25 16:41:14Z THOMAS A KAZEE 1800 LINCOLN AVE EVANSVILLE IN 47722 151564533 false false X WWW.EVANSVILLE.EDU X 1854 IN THE UNIVERSITY OF EVANSVILLE IS DEDICATED TO ACTIVE LEARNING AND SCHOLARSHIP. WE ARE COMMITTED TO THE LIBERAL ARTS AND SCIENCES AS A BASIS FOR INTELLECTUAL AND PERSONAL GROWTH. THE UNIVERSITY ENDEAVORS TO PREPARE WOMEN AND MEN FOR LIVES OF PERSONAL AND PROFESSIONAL SERVICE AND LEADERSHIP. THE UNIVERSITY IS AWARE OF THE CHALLENGES OF LIVING IN AN INTERNATIONAL COMMUNITY AND THEREFORE ADOPTS A GLOBAL VIEW IN ITS PROGRAMS AND ITS VISION. THE UNIVERSITY OF EVANSVILLE PRESERVES ITS INDEPENDENT NATURE AND VALUES ITS TIES TO THE UNITED METHODIST CHURCH. IT EMPHASIZES UNDERGRADUATE EDUCATION AND SUPPORTS AN ARRAY OF LIBERAL ARTS AND SCIENCES AND PROFESSIONAL PROGRAMS. THE UNIVERSITY SELECTS TALENTED AND MOTIVATED STUDENTS AND FACULTY. THE STUDENT-FACULTY RATIO PROMOTES INDIVIDUAL ATTENTION AND OPTIMAL LEARNING. THE UNIVERSITY VALUES LEARNING AS A MEANS OF ATTAINING FREEDOM FROM IGNORANCE AND PREJUDICE. BECAUSE EDUCATION IS A LIFELONG PROCESS OF CRITICAL INQUIRY, THE UNIVERSITY COMMITS RESOURCE 40 39 1725 1337 46097 33563 44117946 14784005 93222907 89280351 2714495 3730952 -39318 -29769 140016030 107765539 39517557 39117780 0 36803057 37142073 3630 3880 1713770 28050893 27448503 104375137 103712236 35640893 4053303 280961477 296224018 83618233 86558779 197343244 209665239 THE UNIVERSITY OF EVANSVILLE IS DEDICATED TO ACTIVE LEARNING AND SCHOLARSHIP. WE ARE COMMITTED TO THE LIBERAL ARTS AND SCIENCES AS A BASIS FOR INTELLECTUAL AND PERSONAL GROWTH. THE UNIVERSITY ENDEAVORS TO PREPARE WOMEN AND MEN FOR LIVES OF PERSONAL AND PROFESSIONAL SERVICE AND LEADERSHIP. THE UNIVERSITY IS AWARE OF THE CHALLENGES OF LIVING IN AN INTERNATIONAL COMMUNITY AND THEREFORE ADOPTS A GLOBAL VIEW IN ITS PROGRAMS AND ITS VISION. THE UNIVERSITY OF EVANSVILLE PRESERVES ITS INDEPENDENT NATURE AND VALUES ITS TIES TO THE UNITED METHODIST CHURCH. IT EMPHASIZES UNDERGRADUATE EDUCATION AND SUPPORTS AN ARRAY OF LIBERAL ARTS AND SCIENCES AND PROFESSIONAL PROGRAMS. THE UNIVERSITY SELECTS TALENTED AND MOTIVATED STUDENTS AND FACULTY. THE STUDENT-FACULTY RATIO PROMOTES INDIVIDUAL ATTENTION AND OPTIMAL LEARNING. THE UNIVERSITY VALUES LEARNING AS A MEANS OF ATTAINING FREEDOM FROM IGNORANCE AND PREJUDICE. BECAUSE EDUCATION IS A LIFELONG PROCESS OF CRITICAL INQUIRY, THE UNIVERSITY COMMITS RESOURCE false false 78256623 38400477 72461509 EDUCATIONAL SERVICESSTUDENTS HAVE ACQUIRED A BROAD FOUNDATION IN THE LIBERAL ARTS AND SCIENCES THROUGH THE GENERAL EDUCATION PROGRAM TOGETHER WITH A DEPTH OF KNOWLEDGE IN ONE OR MORE DISCIPLINES OF THEIR CHOICE. PERSONAL GROWTH HAS BEEN ACHIEVED THROUGH IMPROVED CRITICAL SELF-AWARENESS AND PERSONAL CREATIVITY. STUDENTS HAVE MASTERED COMMUNICATION, ORGANIZATIONAL, AND CRITICAL THINKING SKILLS AND HAVE GAINED AN UNDERSTANDING OF THE GLOBAL NATURE OF OUR WORLD, LEARNED ABOUT OTHER CULTURES, AND LEARNED TO APPRECIATE DIVERSITY AND TOLERANCE. THEY HAVE HAD THE OPPORTUNITY TO PARTICIPATE IN INTERNATIONAL STUDIES PROGRAMS. STUDENTS HAVE LEARNED THE NECESSITY OF BEING ACTIVELY INVOLVED IN THEIR COMMUNITIES THROUGH INVOLVEMENT IN STUDY, INTERNSHIPS, AND EXTRACURRICULAR ACTIVITIES. STUDENTS HAVE DEVELOPED SKILLS AND COMPETENCIES TO BE PRODUCTIVE TEAM MEMBERS AND LEADERS. THEY HAVE LEARNED TO UNDERSTAND THE ETHICAL SIGNIFICANCE OF THEIR PERSONAL AND PROFESSIONAL DECISIONS. STUDENTS HAVE ALSO LEARNED TO SEEK AND USE AVAILABLE RESOURCES, INCLUDING TECHNOLOGY, TO ANSWER QUESTIONS AND SOLVE PROBLEMS. STUDENTS HAVE BEEN ENCOURAGED TO BECOME COMMITTED TO LIFELONG LEARNING. 17206580 675923 16818842 AUXILIARY ENTERPRISESEDUCATION IS MORE THAN A CLASSROOM EXPERIENCE. STUDENT PARTICIPATION AND INVOLVEMENT IN THE RESIDENTIAL COMMUNITY PROVIDES AN EXCITING OPPORTUNITY TO ENRICH THE COLLEGE EXPERIENCE THROUGH THE DEVELOPMENT OF FRIENDSHIPS AND THE EXPOSURE TO NEW IDEAS, PEOPLE, AND CULTURES. OUR RESIDENCE HALLS, APARTMENTS AND HOUSES ARE MORE THAN JUST PLACES TO EAT AND SLEEP; LIVING ON CAMPUS IS AN EXPERIENCE IN HUMAN RELATIONS FOR OUR STUDENTS.THE UNIVERSITY OF EVANSVILLE COMPETES AT THE HIGHEST LEVEL OF COLLEGIATE ATHLETICS: NCAA DIVISION I. UE IS A MEMBER OF THE MISSOURI VALLEY CONFERENCE. THE MISSION OF THE UE ATHLETICS DEPARTMENT IS TO PROVIDE STUDENT-ATHLETES WITH AN OPPORTUNITY TO COMPETE AT THE DIVISION I LEVEL WHILE RECEIVING A QUALITY EDUCATION CONSISTENT WITH THE MISSION OF THE UNIVERSITY. THE ATHLETICS EXPERIENCE IS AN EXTENSION OF THE EDUCATIONAL PROCESS WHEREBY STUDENT-ATHLETES ACQUIRE THE SKILL, CHARACTERISTICS AND SELF-CONFIDENCE TO ENABLE THEM TO REACH THEIR FULL POTENTIAL, BOTH IN ATHLETICS AND IN LIFE. 95463203 true true false false false false false true false true true false false false true false false true true true true false false false true true false true true true true false false false false false false false false false true true false false false false true false false false false true 343 0 true 1725 true true true UK false false false true true false 0 false false false false false false false false false false X 40 39 true false false false false false false true true false false true true true true true true true false false X X JEFFERY M WOLF 8124882183 1800 LINCOLN AVENUE EVANSVILLE IN 47722 JENNIFER BARCHET Trustee 2.00 0.00 X 0 0 0 ROGER B BECK Trustee 2.00 0.00 X 0 0 0 D FORREST BRUMBAUGH Trustee 2.00 0.00 X 0 0 0 WILFRED C BUSSING III Trustee 2.00 0.00 X 0 0 0 MICHAEL J COYNER Trustee 2.00 0.00 X 0 0 0 JOHN N DANIEL JR Trustee 2.00 0.00 X 0 0 0 SALLY RIDEOUT LAMBERT Trustee 2.00 0.00 X 0 0 0 LARRY E DUNIGAN Trustee 2.00 0.00 X 0 0 0 NIEL C ELLERBROOK Trustee 2.00 0.00 X 0 0 0 HOLLY J MARKS Trustee 2.00 0.00 X 0 0 0 VERNA D FAIRCHILD Trustee 2.00 0.00 X 0 0 0 ALISSA M FRICKE Trustee 2.00 0.00 X 0 0 0 RONALD E GLASS Trustee 2.00 0.00 X 0 0 0 ANDREW E GOEBEL Trustee 2.00 0.00 X 0 0 0 M STEPHEN HARKNESS Trustee 2.00 0.00 X 0 0 0 MICHAEL R HINTON Trustee 2.00 0.00 X 0 0 0 PAUL W JONES Trustee 2.00 0.00 X 0 0 0 ROBERT G JONES Trustee 2.00 0.00 X 0 0 0 ZACHARIAH D KANET Trustee 2.00 0.00 X 0 0 0 ROBERT L KOCH II Trustee 2.00 0.00 X 0 0 0 LAWRENCE KREMER Trustee 2.00 0.00 X 0 0 0 MARK LEMOND Trustee 2.00 0.00 X 0 0 0 LARRY A MACKEY Trustee 2.00 0.00 X 0 0 0 ROSE MAYS Trustee 2.00 0.00 X 0 0 0 ROBIN L NORRIS Trustee 2.00 0.00 X 0 0 0 BARBARA PRICE Trustee 2.00 0.00 X 0 0 0 KEITH A PHILLIPS Trustee 2.00 0.00 X 0 0 0 LARRY A RASCOE SR Trustee 2.00 0.00 X 0 0 0 WILLIAM A RASMUSSEN Trustee 2.00 0.00 X 0 0 0 ANITA HORN RIZEK Trustee 2.00 0.00 X 0 0 0 NICK J RUTIGLIANO Trustee 2.00 0.00 X 0 0 0 JOHN C SCHROEDER Trustee 2.00 0.00 X 0 0 0 ARTHUR L SHOENER Trustee 2.00 0.00 X 0 0 0 CHARLES E SINGER JR Trustee 2.00 0.00 X 0 0 0 BROCK RENEER Trustee 2.00 0.00 X 0 0 0 MICHAEL T VEA Trustee 2.00 0.00 X 0 0 0 LINDA E WHITE Trustee 2.00 0.00 X 0 0 0 MATT WILLAMS Trustee 2.00 0.00 X 0 0 0 STEVEN W WORTHINGTON Trustee 2.00 0.00 X 0 0 0 THOMAS A KAZEE President 40.00 0.00 X X 324751 0 93207 C EDWARD BROWN Trustee 2.00 0.00 X 0 0 0 DONALD JONES Vice President 40.00 0.00 X 171527 0 1414 JOHN C BARNER Vice President 40.00 0.00 X 158349 0 36380 JOHN MOSBO Vice President 40.00 0.00 X 170841 0 25280 DANA D CLAYTON Vice President 40.00 0.00 X 101630 0 26584 JEFFERY M WOLF Vice President 40.00 0.00 X 172822 0 32971 SHANE DAVIDSON Vice President 40.00 0.00 X 139709 0 27526 JOHN W STANLEY Director of Athletics 40.00 0.00 X 170904 0 25341 MARTIN R SIMMONS Basketball Coach 40.00 0.00 X 231340 0 74444 STEPHEN STANDIFIRD Dean 40.00 0.00 X 184707 0 38455 PHILIP M GERHART Dean 40.00 0.00 X 152541 0 33615 PETER ROSEN Professor 40.00 0.00 X 138364 0 25981 WILLIAM STROUBE Professor 40.00 0.00 X 139657 0 24434 2257142 465632 37 false true false SODEXO INC 9801 WASHINGTONIAN BLVD GAITHERSBURG MD 20878 DINING 2755407 WFF MANAGEMENT SERVICES INC 211 S JEFFERSON AVE SAINT LOUIS MO 631032511 CUSTODIAL 1318018 VENUWORKS 323 MAIN ST EVANSVILLE IN 47708 ATHLETIC FACILITY 341761 ELLUCIAN INC 4375 FAIR LAKES CT FAIRFAX VA 22033 TECHNOLOGY SOLUTION 336926 MERIDIAN LEASING CORP PO BOX 71087 CHICAGO IL 60694 TECHNOLOGY LEASING 302473 23 393468 1045159 13345378 1611348 14784005 AUXILIARY SUPPORT SVCS 16818842 16818842 TUITION AND FEES 72461509 72461509 89280351 3230422 -27540 3257962 0 0 101242 227598 -126356 -126356 -126356 44027290 247 43074517 452490 952773 -452243 500530 500530 36267 13317 22950 22950 22043 13134 8909 8909 28502 17938 10564 10564 ADVERTISING 39912 39912 WEDDING SERVICES 14252 14252 54164 107765539 89280351 46097 3655086 41380 41380 39076400 39076400 0 0 1617654 680896 741744 195014 0 27103881 24680645 1595251 827985 2220777 2012798 142083 65896 4146670 3666305 332030 148335 2053091 1817302 162949 72840 0 73603 73603 107654 107654 0 3880 3880 100534 100534 234457 141862 68398 24197 1482016 1098388 307402 76226 1943172 1435884 447415 59873 2203864 1910018 293846 8162 8162 4176408 3458436 684846 33126 1710609 1562752 109118 38739 0 560959 421999 75114 63846 2439898 2343821 96077 0 4416646 3941130 466676 8840 730059 421000 308920 139 OTHER EXPENSES 2660880 2360767 246705 53408 MEAL PLAN COSTS 2437641 2437641 BOOKSTORE COGS 835412 835412 DUES & SUBSCRIPTIONS 606094 470783 119472 15839 720435 639422 55426 25587 103712236 95463203 6535263 1713770 3004257 5233681 0 52419028 56699740 1205221 1592560 0 0 6394974 6139631 664730 723928 1278288 1098259 210092935 71611126 137105174 138481809 67887380 75246425 2964960 2303693 0 0 8037465 8704292 280961477 296224018 9182457 8227440 3058925 3051319 43120000 49811480 1712899 1375774 1232164 25168178 24236376 83618233 86558779 X 66729579 67564731 52132311 56351183 78481354 85749325 197343244 209665239 280961477 296224018 X 4053303 2648961 5619731 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 996879 X X false 121342623 7191401 9389552 -1668847 -5242268 -100534 130911927 74420319 39509696 11887240 -1655961 -2722355 -96316 121342623 79151657 2518284 -3769626 -1578016 -1800970 -101010 74420319 68548340 1859870 12212660 -1479652 -1825458 -164103 79151657 63494108 2732835 5883044 -1563424 -1844115 -154108 68548340 0.65500 0.34500 true false false 4200 2417481 2421681 150187765 33548579 116639186 57483489 38062547 19420942 138481809 ASSET RETIREMENT OBLIGATION 515338 CAPITAL LEASE OBLIGATIONS 555548 INTEREST RATE SWAP 6759408 PAYABLE TO FOREIGN SUBSIDIARY 2003963 POST RETIRE MEDICAL LIAB 9174858 US GOV'T SHARE OF STUDENT LOANS 5227261 24236376 76324176 2648961 4853409 7502370 68821806 38943733 38943733 107765539 64002181 -766322 -766322 64768503 38943733 38943733 103712236 Part III, Line 4: Description of organization's collections and how it furthers its purpose. THE UNIVERSITY'S COLLECTIONS INCLUDE WORKS OF ART SUCH AS PAINTINGS AND SCULPTURES. THESE ITEMS ASSIST IN FURTHERING THE UNIVERSITY'S EXEMPT PURPOSE BY ENHANCING THE LIBERAL ARTS EDUCATION EXPERIENCE STUDENTS RECEIVE AT THE UNIVERSITY. THEY SUPPORT MANY OF THE UNIVERSITY'S EDUCATIONAL OBJECTIVES INCLUDING HELPING STUDENTS TO UNDERSTAND THE GLOBAL NATURE OF OUR WORLD, LEARN ABOUT OTHER CULTURES AND APPRECIATE DIVERSITY AND TOLERANCE. Part V, Line 4: Intended uses of the endowment fund. THE UNIVERSITY'S ENDOWMENT FUNDS ARE USED TO SUPPORT STUDENT SCHOLARSHIPS, INSTRUCTION, AUXILIARY ENTERPRISES, INSTITUTIONAL SUPPORT SERVICES, AND CAMPUS IMPROVEMENTS. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 BENEFICIAL INTEREST IN TRUSTS $3828189 ACTUARIAL ADJ ON ANNUITIES $-228431 ASSET RETIREMENT COST $-16438 INTEREST RATE SWAP $1270089 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S STUDENT AID DISCOUNTS - TUITION $38267810 STUDENT AID DISCOUNTS - ROOM & BOARD $675923 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S STUDENT AID DISCOUNTS - TUITION $38267810 STUDENT AID DISCOUNTS - ROOM & BOARD $675923 true true true true true true true false false false false false false false false true false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized THE UNIVERSITY PROMOTES ITS RACIALLY NONDISCRIMINATORY POLICIES THROUGH STATEMENTS IN ADMISSIONS PUBLICATIONS, CONTINUING EDUCATION PUBLICATIONS, RADIO AND NEWSPAPER ADVERTISEMENTS. SPECIFIC BROCHURES ARE DISTRIBUTED DURING THE STUDENT SOLICITATION PERIOD ADVERTISING MULTICULTURAL LIFE AT THE UNIVERSITY. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race LINCOLNSHIRE, UNITED KINGDOM 1 73 EDUCATIONAL PROGRAMS STUDY ABROAD 5163937 1 73 1 73 5163937 5163937 true false true false false false X X X X X X X false IN GOLF OUTING 24702 24702 4751 3012 1790 GOLF OUTING 11565 11565 600 2736 428 36267 36267 600 7487 3440 1790 13317 22950 false false 22043 10100 3034 true 0.71400 22043 10100 3034 13134 8909 IN true false false false 1.00000 DWIGHT MERILATT 1800 LINCOLN AVENUE EVANSVILLE IN 47722 false DWIGHT MERILATT 70444 ATHLETICS ADMINISTRATION X false true Millikan University 1184 W Main St Decatur IL 62522 370706154 501(c)(3) 12673 0 NSF Resequencing Calculus Grant University of Central MO PO Box 800 Warrensburg MO 64093 446000293 State of Missouri 5815 0 NSF Resequencing Calculus Grant University of St Thomas 2115 Summit Ave St Paul MN 55105 410693970 501(c)(3) 17892 0 NSF Resequencing Calculus Grant 3 3 STUDENT FINANCIAL AID 2267 39076400 Grantmaker's Description of How Grants are Used THE UNIVERSITY EXECUTES SUBAWARD AGREEMENTS WITH THE GRANTEES THAT OUTLINE AWARD EXPECTATIONS. GRANTEES SUBMIT DETAILED INVOICES THAT ARE APPROVED FOR PAYMENT BY THE PRINCIPAL INVESTIGATORS AND THE OFFICE OF FISCAL AFFAIRS AND ADMINISTRATION. PAYMENT IS MADE ON A REIMBURSEMENT BASIS ONLY. GRANTEES ARE REQUIRED TO SUBMIT PROJECT REPORTS PERIODICALLY TO PRINCIPAL INVESTIGATORS. GRANTEES RECEIVING FEDERAL FUNDS AS SUBRECIPIENTS ARE REQUIRED TO PROVIDE AN OMB CIRCULAR A-133 COMPLIANCE LETTER ANNUALLY, ALONG WITH A COPY OF AUDIT REPORTS. X X X X true true X X X X X false false false false false false false false false false DONALD JONES Vice President 171527 1414 172941 JEFFERY M WOLF Vice President 160423 12399 17713 15258 205793 JOHN C BARNER Vice President 143112 15237 16723 19657 194729 JOHN MOSBO Vice President 132355 38486 17338 7942 196121 JOHN W STANLEY Director of Athletics 132207 38697 13665 11676 196245 MARTIN R SIMMONS Basketball Coach 219330 12010 21826 52618 305784 PETER ROSEN Professor 131036 7328 11993 13988 164345 PHILIP M GERHART Dean 133188 19353 16083 17532 186156 SHANE DAVIDSON Vice President 132304 7405 14810 12716 167235 STEPHEN STANDIFIRD Dean 174813 9894 19787 18668 223162 THOMAS A KAZEE President 285018 39733 75639 17568 417958 WILLIAM STROUBE Professor 120419 19238 11243 13191 164091 Part I, Line 1a: Relevant information in regards to selections on 1a. TRAVEL FOR COMPANIONS:UNIVERSITY PROVIDES TRAVEL FOR PRESIDENT'S SPOUSE FOR CERTAIN ENGAGEMENTS.HOUSING ALLOWANCE:UNIVERSITY OWNED HOUSING IS PROVIDED TO THE PRESIDENT.HEALTH OR SOCIAL CLUB DUES:UNIVERSITY PAYS SOCIAL CLUB DUES FOR CERTAIN OFFICERS.PERSONAL SERVICES:CUSTODIAL SERVICES ARE PROVIDED TO THE PRESIDENT'S UNIVERSITY OWNED RESIDENCE. A CITY OF EVANSVILLE IN 356001021 2011-10-28 5630000 REFUND PRIOR ISSUE false false false B CITY OF EVANSVILLE IN 356001021 2011-11-14 10000000 REFUND PRIOR ISSUE false false false C CITY OF EVANSVILLE IN 356001021 2011-11-29 10000000 REFUND PRIOR ISSUE false false false D CITY OF EVANSVILLE IN 356001021 2011-12-14 10000000 REFUND PRIOR ISSUE false false false A 5630000 true false true true B 10000000 true false true true C 10000000 true false true true D 10000000 true false true true A false false false false false false true B false false false false 0.00022 0.00029 0.00051 false false true C false false false false 0.00022 0.00029 0.00051 false false true D false false false false 0.00022 0.00029 0.00051 false false true A true true OLD NATIONAL BANK 18.1000 false false false false true B true true 53 BANK 20.0000 false false false false true C true true 53 BANK 20.0000 false false false false true D true true 53 BANK 20.0000 false false false false true A true B true C true D true A CITY OF EVANSVILLE IN 356001021 2011-12-29 9500000 REFUND PRIOR ISSUE false false false B CITY OF EVANSVILLE IN 356001021 2013-05-01 8630000 CONSTRUCT STUDENT HOUSING false false false A 9500000 true false true true B 8564280 65720 2014 false false true true A false false false false 0.00022 0.00029 0.00051 false false true B false false false false 0.00760 0.00760 false false false A true true 53 BANK 20.0000 false false false false true B false true true OLD NATIONAL BAN 16.0000 false false false false true A true B true FIFTH THIRD BANK CEO/Trustee 2070610 DEBT INTEREST false FIFTH THIRD BANK CEO/Trustee 17163 BANK SERVICE CHARGES false FIFTH THIRD BANK CEO/Trustee 38359 NOTE PAYABLE INTEREST false OLD NATIONAL BANK CEO/Trustee 255349 BOND INTEREST false OLD NATIONAL BANK CEO/Trustee 10282 BANK SERVICE CHARGES false OLD NATIONAL BANK CEO/Trustee 191747 NOTE PAYABLE INT false ICI SKANSKA INC CHAIRMAN 174199 CONSTRUCTION false X 53 1407655 STOCK EXCHANGE X 1 203693 3RD PARTY VAL. 3 false true true Part I, Line 32, Hire and Use of Third Parties THE UNIVERSITY UTILIZES VARIOUS BROKERAGE FIRMS TO SELL PUBLICLY TRADED STOCK THAT IS DONATED. Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et RELATIONSHIP #1:NIEL ELLERBOOK, ANDREW GOEBEL, LARRY DUNIGAN, LINDA WHITE, MARK LEMOND, AND ALAN BRAUN, UNIVERSITY TRUSTEES, ARE ALSO ON THE OLD NATIONAL BANK CORPORATION BOARD OF DIRECTORS. ROBERT JONES, UNIVERSITY TRUSTEE, IS CEO, PRESIDENT, AND DIRECTOR OF OLD NATIONAL BANK CORPORATION.RELATIONSHIP #2:LARRY KREMER AND ALAN BRAUN, UNIVERSITY TRUSTEES, ARE ALSO ON KOCH ENTERPRISES, INC. BOARD OF DIRECTORS. ROBERT KOCH, UNIVERSITY TRUSTEE, IS CEO AND DIRECTOR OF KOCH ENTERPRISES, INC. AND IS A 48% OWNER OF KOCH ENTERPRISES, INC. RELATIONSHIP #3:LAWRENCE KREMER, UNIVERSITY TRUSTEE, AND LEE COOPER, LIFE TRUSTEE, ARE ON THE FIFTH THIRD BANK BOARD OF DIRECTORS. JOHN DANIEL, UNIVERSITY TRUSTEE, IS CEO,PRESIDENT, AND DIRECTOR OF FIFTH THIRD BANK.RELATIONSHIP #4:ROBERT JONES AND NIEL ELLERBROOK, UNIVERSITY TRUSTEES, ALSO SERVE ON VECTREN CORPORATION BOARD OF DIRECTORS. RELATIONSHIP #5:ANDREW GOEBEL IS ON THE BRAKE SUPPLY BOARD OF DIRECTORS. BRAKE SUPPLY IS OWNED BY KOCH ENTERPRISES, INC. ROBERT KOCH, UNIVERSITY TRUSTEE, IS CEO OF KOCH ENTERPRISES, INC. AND IS A 48% OWNER OF KOCH ENTERPRISES, INC.RELATIONSHIP #6: LARRY MACKEY, UNIVERSITY TRUSTEE, IS A PARTNER AT BARNES & THORNBURG, LLP, WHICH PROVIDES SERVICES TO THE UNIVERSITY.RELATIONSHIP #7:ALAN BRAUN, LIFE TRUSTEE, IS CHAIRMAN EMERITUS OF ICI-SKANSKA AND PCI-SKANSKA, WHICH HAVE BUILT A NUMBER OF BUILDINGS ON THE UNIVERSITY CAMPUS. Form 990, Part VI, Line 11b: Form 990 Review Process THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND AVAILABLE TO THE FULL BOARD OF TRUSTEES VIA THE UNIVERSITY WEB PORTAL. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE QUESTIONNAIRES ARE REVIEWED AND SUMMARIZED BY THE BOARD SECRETARY AND SHARED WITH THE AUDIT COMMITTEE CHAIR AND THE COMMITTEE ON TRUSTEES CHAIR. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees PRIOR TO THE PRESIDENT'S CURRENT CONTRACT RENEWAL, THE BOARD OF TRUSTEES PURCHASED BENCHMARK DATA FROM EXTERNAL CONSULTANTS. ONCE COMPENSATION WAS DETERMINED FROM A REVIEW OF THE DATA AND A CONTRACT DRAFTED, THE BOARD REQUESTED REVIEW OF THE CONTRACT BY AN ATTORNEY TO DETERMINE CONTRACT REASONABLENESS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Other Changes In Net Assets Or Fund Balances - Other Decreases ACTUARIAL ADJUSTMENT ON ANNUITY OBLIGATION = -$228431 Other Changes In Net Assets Or Fund Balances - Other Decreases ASSET RETIREMENT COST = -$16438 Other Changes In Net Assets Or Fund Balances - Other Increases BENECIFICAL INTERESTS IN TRUST = $3828189 Other Changes In Net Assets Or Fund Balances - Other Decreases FOREIGN EXCHANGE CONTRACTS = -$0 Other Changes In Net Assets Or Fund Balances - Other Increases FOREIGN EXCHANGE CONTRACTS = $766322 Other Changes In Net Assets Or Fund Balances - Other Increases INTEREST RATE SWAP = $1270089 SCHEDULE B, PART II, NO. 127 Vinson, Edna Estate stock gifts: 11 shares INS MGPL Inc., 167 shares American Mutual Fund Cl A, 1217 shares Loomis Sayles, 8166 shares Franklin Income Fd Cl C, 636 shares Blackrock Global Allocation Fd, 1247 shares Blackrock Strategic Income, 1309 shares Vitrus Premium Alpha Sector Fund, 920 shares Ivy Balance Fd, 552 ivy Asset Strategy Fund, 828 shares American Income Fund of America, 241 shares First Eagle Global Class C SCHEDULE B, PART II, NO. 53 McCarthy, Burkley stock gifts: 2000 shares Vanguard Index FDS, 120 shares Walgreen Comp., 250 shares Verizon Wireless, 500 shares Stericycle Inc., 100 shares Schlumberger Ltd., 750 shares Spectra Energy, 50 shares Praxair Inc., 150 shares Pepsico Inc., 400 shares Oracle Corp., 150 shares Novartis AG, 250 shares Nike Inc., 320 shares Mylan Inc., 400 shares Microsoft Corp., 100 shares 3M Co., 650 shares Medtronic, 315 shares Illinois Tool Works, 15 shares Google, Inc., 150 shares Gilead Sciences, 50 shares Fedex Corp., 300 shares Abbott Laboratories, 25 shares Autozone, 100 shares Ecolab SCHEDULE B, PART II, NO. 69 Schroeder, John C. & Diane stock gifts: 500 shares V.F. Corporation, 1200 shares Dow Chemical Co., 355 shares Boeing,1500 shares Conagra, 1706 shares Manulife Financial Corp., 580 shares Cigna Corp., 2476 shares Johnson & Johnson SCHEDULE D, PARTS VII AND IX INVESTMENTS - OTHER SECURITIES ON THE BALANCE SHEET DO NOT EXCEED 5% OF TOTAL ASSETS. THEREFORE, DETAIL IS NOT PROVIDED ON SCHEDULE D, PART VII.OTHER ASSETS ON THE BALANCE SHEET DO NOT EXCEED 5% OF TOTAL ASSETS. THEREFORE, DETAIL IS NOT PROVIDED ON SCHEDULE D, PART IX. CHARITABLE REMAINDER TRUSTS 22 1800 LINCOLN AVENUE EVANSVILLE IN 47722 TRUST IN UNIVEVANSVILLE TRUST false EMPLOYER-CONTRIBUTION VEBA TRUST 1800 LINCOLN AVENUE EVANSVILLE IN 47722 047024793 RETIREMENT TRUST IN NA 501(C)(9) false EMPLOYEE-CONTRIBUTION VEBA TRUST 1800 LINCOLN AVENUE EVANSVILLE IN 47722 047024792 RETIREMENT TRUST IN NA 501(C)(9) false CHARITABLE REMAINDER TRUST 13 1800 LINCOLN AVENUE EVANSVILLE IN 47722 TRUST IN NA TRUST false false false false false false false false false false false false false false false false false false false false