DEPAUW UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DEPAUW UNIVERSITY (EIN 35-0869045)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201401339349304400
- Schema version
- 2012v2.1
- 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 E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T14:37:06-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 West Madison Street | AddressLine1 |
| Address Line2 | Suite 700 | AddressLine2 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606024903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350869045 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEPAUW UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DEPA | NameControl |
| Phone | 7656584800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 37 | AddressLine1 |
| City | GREENCASTLE | City |
| State | IN | State |
| ZIP Code | 46135 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRADLEY A KELSHEIMER | Name |
| Title | VP FOR FINANCE & ADMINISTRATION | Title |
| Date Signed | 2014-05-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nicole Bencik | Name |
| PTIN | P00756195 | PTIN |
| Phone | 3128997000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN W CASEY PRESIDENT | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 S LOCUST STREET PO BOX 37 | AddressLine1 |
| City | GREENCASTLE | City |
| State | IN | State |
| ZIP Code | 46135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 451073068 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DEPAUW.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1837 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | DEPAUW UNIVERSITY IS A NATIONALLY-RECOGNIZED, LEADING LIBERAL ARTS COLLEGE DEDICATED TO EDUCATING 2,300 STUDENTS. FOR MORE THAN 175 YEARS, DEPAUW HAS CREATED AN ATMOSPHERE OF INTELLECTUAL CHALLENGE & SOCIAL ENGAGEMENT THAT PREPARES STUDENTS FOR LIFELONG SUCCESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2160 | TotalNbrEmployees |
| Total Nbr Volunteers | 138 | TotalNbrVolunteers |
| Total Gross UBI | 2944271 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -462746 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 29925505 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 87093111 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 97233715 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 100820428 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 21379574 | InvestmentIncomePriorYear |
| Investment Income Current Year | 50597667 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6305859 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7697502 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 154844653 | TotalRevenuePriorYear |
| Total Revenue Current Year | 246208708 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 48728401 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 48531991 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 51763968 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 53014225 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 17192 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 499921 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4796541 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 48545741 | OtherExpensePriorYear |
| Other Expenses Current Year | 49679780 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 149055302 | TotalExpensesPriorYear |
| Total Expenses Current Year | 151725917 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5789351 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 94482791 | RevenuesLessExpensesCY |
| Total Assets BOY | 766524784 | TotalAssetsBOY |
| Total Assets EOY | 867696916 | TotalAssetsEOY |
| Total Liabilities BOY | 194215245 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 185490492 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 572309539 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 682206424 | NetAssetsOrFundBalancesEOY |
| Mission Description | DEPAUW UNIVERSITY, A RESIDENTIAL LIBERAL ARTS COLLEGE WITH A SCHOOL OF MUSIC, COMBINES A CHALLENGING ACADEMIC EXPERIENCE WITH A VIBRANT CAMPUS CULTURE KNOWN FOR DEVELOPING AND PREPARING ITS GRADUATES FOR A LIFETIME OF LEADERSHIP AND SUCCESS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 134620898 | Expense |
| Grants | 48531991 | Grants |
| Revenue | 101082603 | Revenue |
| Description | DEPAUW UNIVERSITY IS A NATIONALLY-RECOGNIZED, LEADING LIBERAL ARTS COLLEGE IN GREENCASTLE, INDIANA, DEDICATED TO EDUCATING 2,300 STUDENTS FROM ACROSS THE COUNTRY AND AROUND THE GLOBE. CONNECTED TO THE LIBERAL ARTS COLLEGE IS ONE OF THE NATION'S FIRST SCHOOLS OF MUSIC. FOR 175 YEARS, DEPAUW HAS CREATED AN ATMOSPHERE OF INTELLECTUAL CHALLENGE AND SOCIAL ENGAGEMENT THAT PREPARES STUDENTS FOR LIFELONG SUCCESS. ACADEMICS AT DEPAUW PUSH STUDENTS TO GAIN BROAD EXPOSURE TO MULTIPLE DISCIPLINES BEFORE NARROWING THEIR FOCUS. DEPAUW OFFERS DOZENS OF MAJORS AND MINORS, A HANDFUL OF HONORS AND FELLOWS PROGRAMS, AND A SET OF EXPERIENTIAL LEARNING OPPORTUNITIES THAT CHALLENGE STUDENTS WITHIN AND BEYOND THE CLASSROOM. BUILDING NETWORKS HAS NEVER BEEN MORE IMPORTANT THAN IT IS RIGHT NOW. AT DEPAUW, STUDENTS MAKE CONNECTIONS THROUGH STUDENT-RUN CLUBS AND ORGANIZATIONS, NCAA DIVISION III ATHLETICS AND OTHER SPORTS, FRATERNITIES AND SORORITIES, AND SERVICE ORGANIZATIONS. DEPAUW ALUMNI GO ON TO CAREERS IN ACADEMIA, MEDICINE, LAW, MUSIC, FINANCE, EDUCATION AND NUMEROUS OTHER FIELDS. THEY ARE SURGEONS, ACTORS, LEGAL ADVOCATES AND ENVIRONMENTAL ACTIVISTS. DEPAUW TAKES PRIDE IN HAVING GIVEN EACH ONE THE CONFIDENCE TO TAKE RISKS AND THE TOOLS TO REALIZE THEIR GOALS. | Description |
| Total Program Service Expense | 134620898 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 3431 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2160 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAD KELSHEIMER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7656584161 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 S LOCUST STREET | AddressLine1 |
| City | GREENCASTLE | City |
| State | IN | State |
| ZIP Code | 46135 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| SARAH R WALLACE | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| ADAM M GILBERT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BAYARD H WALTERS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BISHOP MICHAEL J COYNER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BLAIR A RIETH JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CORINNE GIESEKE WOOD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID R DIETZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DOUGLAS I SMITH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| G RICHARD LOCKE III MD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES A FISHER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES G STEWART | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JANE L EMISON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JANET L JOHNS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY A COZAD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KATHY P VRABECK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KENNETH W COQUILLETTE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KREIGH KAMMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KYLE E LANHAM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LEE E TENZER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LISA HENDERSON BENNETT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| M SCOTT WELCH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARCUS R VEATCH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARSHALL W REAVIS IV | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARVIN E FLEWELLEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MATTHEW S DARNALL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MAX W HITTLE JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MYRTA PULLIAM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NEWTON F CRENSHAW | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| R DAVID HOOVER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| R LEE WILSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD S NEVILLE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT F WELLS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SALLY G COWAL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN L TRULASKE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRADLEY A KELSHEIMER | |||||||
| VP FOR FINANCE & ADMINISTRATION | 40.00 | X | 244748 | 0 | 19535 | ||
| BRIAN W CASEY | |||||||
| PRESIDENT | 40.00 | X | 461819 | 0 | 127233 | ||
| CHRISTOPHER J WELLS | |||||||
| VP FOR COMM & STRATEGIC INITIATIVES / PT ASST PROF | 40.00 | X | 167209 | 0 | 34086 | ||
| CYNTHIA A BABINGTON | |||||||
| VP FOR STUDENT LIFE / DEAN OF STUDENTS | 40.00 | X | 147530 | 0 | 47898 | ||
| DANIEL L MEYER | |||||||
| VP FOR ADMISSION & FINANCIAL AID | 40.00 | X | 167220 | 0 | 57441 | ||
| DAVID T HARVEY | |||||||
| VP FOR ACADEMIC AFFAIRS / PROFESSOR | 40.00 | X | 142096 | 0 | 18938 | ||
| MARCIA SLOAN LATTA | |||||||
| VP FOR ADVANCEMENT | 40.00 | X | 217312 | 0 | 19269 | ||
| MELANIE NORTON | |||||||
| VP FOR ADVANCEMENT (6/1/13-6/30/13) | 40.00 | X | 0 | 0 | 0 | ||
| MICHAEL MAINE | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | ||
| CAROL L SMITH | |||||||
| CHIEF INFORMATION OFFICER | 40.00 | 141336 | 0 | 26311 | X | ||
| DONALD MARK MCCOY | |||||||
| DEAN OF SCHOOL OF MUSIC / PROFESSOR | 40.00 | 206477 | 0 | 34490 | X | ||
| MARY P DIXON | |||||||
| PROFESSOR | 40.00 | 116164 | 0 | 54586 | X | ||
| PAMELA J COBURN | |||||||
| PROFESSOR | 20.00 | 179929 | 0 | 0 | X | ||
| ROBERT M STEELE | |||||||
| DIRECTOR OF INSTITUTE FOR ETHICS / PROFESSOR | 40.00 | 154498 | 0 | 36848 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2346338 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 476635 | TotalOtherCompensation |
| Number Individuals GT100 K | 39 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO INC AND AFFILIATES | |||||
| 540 W MADISON 4TH FLOOR | CHICAGO | IL | 60661 | FOOD SERVICE | 4487412 |
| HASTINGS & CHIVETTA ARCHITECTS INC | |||||
| 622 EMERSON ROAD STE 200 | ST LOUIS | MO | 63141 | GENERAL CONTRACTING | 1470990 |
| FA WILHELM CONSTRUCTION COMPANY INC | |||||
| 3914 PROSPECT AVE | INDIANAPOLIS | IN | 46203 | GENERAL CONTRACTING | 1213754 |
| AA HUBER & SONS INC | |||||
| 500 NORTH JACKSON STREET | GREENCASTLE | IN | 46135 | GENERAL CONTRACTING | 976185 |
| SHIEL SEXTON COMPANY INC | |||||
| 902 NORTH CAPITOL AVE | INDIANAPOLIS | IN | 46204 | GENERAL CONTRACTING | 650971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 39 | NumberOfContractorsGT100K |
| Government Grants | 378022 | GovernmentGrants |
| All Other Contributions | 86715089 | AllOtherContributions |
| Noncash Contributions | 9188593 | NoncashContributions |
| Total Contributions | 87093111 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | 87703692 | 87703692 | |
| AUXILIARY SERVICES | 611710 | 13116736 | 13055294 | 61442 |
| 0 | ||||
| 0 | ||||
| 0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 100820428 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7005373 | TotalRevenueColumn |
| Exclusion | $7,005,373 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 248456654 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 204864360 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 43592294 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43592294 | TotalRevenueColumn |
| Unrelated Business Revenue | 400518 | UnrelatedBusinessRevenue |
| Exclusion | $43,191,776 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| CONFERENCES & CATERING | 722320 | 293360 | 293360 | ||
| INN AT DEPAUW | 721110 | 2499288 | 2175671 | 323617 | |
| OTHER INCOME | 611710 | 4891574 | $4,891,574 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13280 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 13280 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7697502 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 246208708 | TotalRevenueColumn |
| Related Or Exempt Function Income | 101082603 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2944271 | UnrelatedBusinessRevenue |
| Exclusion | $55,088,723 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48183362 | Total |
| Program Services | 48183362 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348629 | Total |
| Program Services | 348629 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1738878 | Total |
| Program Services | 315091 | ProgramServices |
| Management And General | 1188595 | ManagementAndGeneral |
| Fundraising | 235192 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34886 | Total |
| Program Services | 34886 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38953989 | Total |
| Program Services | 33495896 | ProgramServices |
| Management And General | 3206021 | ManagementAndGeneral |
| Fundraising | 2252072 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2623733 | Total |
| Program Services | 2218356 | ProgramServices |
| Management And General | 246379 | ManagementAndGeneral |
| Fundraising | 158998 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6723197 | Total |
| Program Services | 5521337 | ProgramServices |
| Management And General | 806138 | ManagementAndGeneral |
| Fundraising | 395722 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2939542 | Total |
| Program Services | 2485371 | ProgramServices |
| Management And General | 276035 | ManagementAndGeneral |
| Fundraising | 178136 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196015 | Total |
| Management And General | 196015 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169312 | Total |
| Management And General | 169312 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 499921 | Total |
| Fundraising | 499921 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2116340 | Total |
| Management And General | 2116340 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6339299 | Total |
| Program Services | 5461993 | ProgramServices |
| Management And General | 859650 | ManagementAndGeneral |
| Fundraising | 17656 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277968 | Total |
| Program Services | 215582 | ProgramServices |
| Management And General | 62386 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1378071 | Total |
| Program Services | 1015612 | ProgramServices |
| Management And General | 303182 | ManagementAndGeneral |
| Fundraising | 59277 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 934310 | Total |
| Program Services | 393293 | ProgramServices |
| Management And General | 529341 | ManagementAndGeneral |
| Fundraising | 11676 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7120478 | Total |
| Program Services | 6554367 | ProgramServices |
| Management And General | 466810 | ManagementAndGeneral |
| Fundraising | 99301 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2245614 | Total |
| Program Services | 1858326 | ProgramServices |
| Management And General | 158780 | ManagementAndGeneral |
| Fundraising | 228508 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5383735 | Total |
| Program Services | 5071349 | ProgramServices |
| Management And General | 270439 | ManagementAndGeneral |
| Fundraising | 41947 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8499091 | Total |
| Program Services | 8043888 | ProgramServices |
| Management And General | 394563 | ManagementAndGeneral |
| Fundraising | 60640 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 526871 | Total |
| Program Services | 513712 | ProgramServices |
| Management And General | 11406 | ManagementAndGeneral |
| Fundraising | 1753 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAMS AND ACTIVITIES | 8855001 | 8778039 | 58784 | 18178 |
| MEMBERSHIPS | 1030491 | 839552 | 184790 | 6149 |
| PRINTING AND PUBLICATIONS | 649606 | 379049 | 128234 | 142323 |
| POSTAGE AND SHIPPING | 346874 | 218431 | 24952 | 103491 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3610704 | Total |
| Program Services | 2674777 | ProgramServices |
| Management And General | 650326 | ManagementAndGeneral |
| Fundraising | 285601 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151725917 | Total |
| Program Services | 134620898 | ProgramServices |
| Management And General | 12308478 | ManagementAndGeneral |
| Fundraising | 4796541 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62066 | BOY |
| EOY | 79479 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19918790 | BOY |
| EOY | 29415700 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14885210 | BOY |
| EOY | 60279085 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 977872 | BOY |
| EOY | 919499 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1306220 | BOY |
| EOY | 1112429 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252735 | BOY |
| EOY | 299692 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1895196 | BOY |
| EOY | 2145313 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 360390211 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 149101610 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 207814234 | BOY |
| EOY | 211288601 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 238774763 | BOY |
| EOY | 266289973 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268312270 | BOY |
| EOY | 284037792 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6193210 | BOY |
| EOY | 5726070 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6132218 | BOY |
| EOY | 6103283 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 766524784 | BOY |
| EOY | 867696916 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7871953 | BOY |
| EOY | 11485999 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119410000 | BOY |
| EOY | 119035000 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66933292 | BOY |
| EOY | 54969493 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194215245 | BOY |
| EOY | 185490492 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225765573 | BOY |
| EOY | 257139922 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77564741 | BOY |
| EOY | 119473089 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268979225 | BOY |
| EOY | 305593413 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 572309539 | BOY |
| EOY | 682206424 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 766524784 | BOY |
| EOY | 867696916 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 94482791 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 5786232 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 9627862 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 3160141 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 483049622 | BeginningOfYearBalance |
| Contributions | 37975648 | Contributions |
| Investment Earnings Or Losses | 56506890 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 15469291 | GrantsOrScholarships |
| Other Expenditures | 10931186 | OtherExpenditures |
| Administrative Expenses | 2116340 | AdministrativeExpenses |
| End Of Year Balance | 549015343 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 500923763 | BeginningOfYearBalance |
| Contributions | 7262743 | Contributions |
| Investment Earnings Or Losses | 3842377 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 17113054 | GrantsOrScholarships |
| Other Expenditures | 9286179 | OtherExpenditures |
| Administrative Expenses | 2580028 | AdministrativeExpenses |
| End Of Year Balance | 483049622 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 435056793 | BeginningOfYearBalance |
| Contributions | 6593597 | Contributions |
| Investment Earnings Or Losses | 87755853 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 16306816 | GrantsOrScholarships |
| Other Expenditures | 9530787 | OtherExpenditures |
| Administrative Expenses | 2644877 | AdministrativeExpenses |
| End Of Year Balance | 500923763 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 425363509 | BeginningOfYearBalance |
| Contributions | 3476417 | Contributions |
| Investment Earnings Or Losses | 34666064 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 17156545 | GrantsOrScholarships |
| Other Expenditures | 9636949 | OtherExpenditures |
| Administrative Expenses | 1655703 | AdministrativeExpenses |
| End Of Year Balance | 435056793 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 544533845 | BeginningOfYearBalance |
| Contributions | 2712170 | Contributions |
| Investment Earnings Or Losses | -94499458 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 15905414 | GrantsOrScholarships |
| Other Expenditures | 8936962 | OtherExpenditures |
| Administrative Expenses | 2540672 | AdministrativeExpenses |
| End Of Year Balance | 425363509 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.37816 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.54380 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07797 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 593716 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 9650084 | OtherCostOrOtherBasis |
| Book Value | 10243800 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 303862602 | OtherCostOrOtherBasis |
| Depreciation | 110036473 | Depreciation |
| Book Value | 193826129 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1871245 | OtherCostOrOtherBasis |
| Depreciation | 445036 | Depreciation |
| Book Value | 1426209 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39939569 | OtherCostOrOtherBasis |
| Depreciation | 37370734 | Depreciation |
| Book Value | 2568835 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4472995 | OtherCostOrOtherBasis |
| Depreciation | 1249367 | Depreciation |
| Book Value | 3223628 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 211288601 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BENEFICIAL INTEREST IN LEAD AND REMAINDER TRUSTS | 14122756 | F |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 10606880 | F |
| ALTERNATIVE INVESTMENTS | 259308156 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 284037792 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADVANCES FROM GRANTS HELD FOR OTHERS | $302,115 |
| ANNUITY AND TRUST LIABILITY | $14,191,625 |
| ADVANCES FROM FEDERAL GOVERNMENT FOR STUDENT LOANS | $3,670,970 |
| ACCUMULATED POSTRETIREMENT BENEFIT OBLIGATION | $20,589,145 |
| FAIR VALUE OF INTEREST RATE SWAP | $16,215,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 54969493 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 210974471 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5786232 | NetUnrealizedGainsInvestments |
| Other Revenues | 9627862 | OtherRevenues |
| Revenue Not Rptd F990 | 15414094 | RevenueNotRptdF990 |
| Revenue Subtotal | 195560377 | RevenueSubtotal |
| Investment Expenses Not Included | 2116340 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 48531991 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 50648331 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 246208708 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 101077586 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 101077586 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2116340 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 48531991 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 50648331 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 151725917 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Collections of art - description of collections | Schedule D, Part III, Line 4 | THE UNIVERSITY'S COLLECTIONS INCLUDE WORKS OF ART USED FOR INSTRUCTION, SCHOLARLY RESEARCH, AND PUBLIC EXHIBITION. |
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 1,000 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE INTENDED USE OF THESE ENDOWMENT FUNDS IS TO PROVIDE CONTINUED FUNDING TO SUPPORT THE UNIVERSITY'S MISSION AND TAX-EXEMPT PURPOSE. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE GOVERNING BODY TO FUNCTION AS ENDOWMENTS (BOARD-DESIGNATED ENDOWMENT FUNDS). AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING BOARD-DESIGNATED ENDOWMENT FUNDS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | THE UNIVERSITY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE UNIVERSITY IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE UNIVERSITY IS SUBJECT TO GUIDANCE WITH RESPECT TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT WILL BE RECORDED. THE UNIVERSITY IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2010. THE UNIVERSITY DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECORDED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE UNIVERSITY RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE UNIVERSITY DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2013 AND 2012. AT JUNE 30, 2013 AND JUNE 30, 2012, THE UNIVERSITY HAS NOT RECORDED ANY EXPECTED TAX BENEFITS. |
| Other revenues in audited financial statements not in form 990 | Schedule D, Part XI, Line 2d | GAIN ON INTEREST RATE SWAP - 7248198; OTHER CHANGES IN ACCUMULATED POSTRETIREMENT BENEFIT OBLIGATIONS - 4871304; CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS - -153140; ALLOWANCE FOR UNCOLLECTIBLE CONTRIBUTIONS - -2338500; |
| Other revenues in form 990 not in audited financial statements | Schedule D, Part XI, Line 4b | SCHOLARSHIPS AND FINANCIAL AID - 48531991; |
| Other expenses in form 990 not in audited financial statements | Schedule D, Part XII, Line 4b | SCHOLARSHIPS AND FINANCIAL AID - 48531991; |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Racially nondiscriminatory policy | Schedule E, Part I, Line 3 | THE UNIVERSITY'S NONDISCRIMINATORY POLICY IS PUBLICIZED ON ITS WEBSITE AND IN MARKETING MATERIALS. |
| Financial aid or assistance from a governmental agency | Schedule E, Part I, Line 6a | THE UNIVERSITY OFFERS FINANCIAL ASSISTANCE IN THE FORM OF FEDERAL AND STATE ASSISTANCE, SCHOLARSHIPS, GRANTS AND LOANS TO STUDENTS BASED UPON ACADEMIC EXCELLENCE OR FINANCIAL NEED. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | EDUCATION/STUDY ABROAD PROGRAMS | 109913 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | PROGRAM SERVICES | EDUCATION/STUDY ABROAD PROGRAMS | 448454 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | EDUCATION/STUDY ABROAD PROGRAMS | 4000 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | 167965517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 168527884 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| STUDENT FINANCIAL SUPPORT | CENTRAL AMERICA AND THE CARIBBEAN | 23 | 29181 | CREDIT STUDENT ACCOUNT | FMV |
| STUDENT FINANCIAL SUPPORT | EAST ASIA AND THE PACIFIC | 71 | 92752 | CHECK, CREDIT STUDENT ACCOUNT | FMV |
| STUDENT FINANCIAL SUPPORT | EUROPE (INCLUDING ICELAND AND GREENLAND) | 95 | 121287 | CHECK, CREDIT STUDENT ACCOUNT | FMV |
| STUDENT FINANCIAL SUPPORT | MIDDLE EAST AND NORTH AFRICA | 5 | 6875 | CREDIT STUDENT ACCOUNT | FMV |
| STUDENT FINANCIAL SUPPORT | NORTH AMERICA (CANADA & MEXICO ONLY) | 9 | 12132 | CREDIT STUDENT ACCOUNT | FMV |
| STUDENT FINANCIAL SUPPORT | SOUTH AMERICA | 30 | 40496 | CREDIT STUDENT ACCOUNT | FMV |
| STUDENT FINANCIAL SUPPORT | SOUTH ASIA | 5 | 6480 | CHECK, CREDIT STUDENT ACCOUNT | FMV |
| STUDENT FINANCIAL SUPPORT | SUB-SAHARAN AFRICA | 27 | 39426 | CHECK, CREDIT STUDENT ACCOUNT | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | true | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Procedures for monitoring use of grant funds | Schedule F, Part I, Line 2 | THE UNIVERSITY PROVIDES FINANCIAL SUPPORT TO STUDENTS BASED ON NEED AND MERIT. THE FUNDS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT. RECORDS ARE MAINTAINED IN ACCORDANCE WITH UNIVERSITY RETENTION AND DESTRUCTION POLICY. THE UNIVERSITY'S FINANCIAL AID DEPARTMENT ADHERES STRICTLY TO ALL FEDERAL AND STATE REGULATIONS AND IS SUBJECT TO THE COMPLIANCE AND INTERNAL CONTROLS OF OMB-A133 (IN WHICH THEY FOLLOW ALL APPLICABLE GUIDELINES). |
| Method used to account for expenditures on organization's financial statements | Schedule F, Part I, Line 3 | CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL SOUTH AMERICA: ACCRUAL |
| Method used to account for grants on organization's financial statements | Schedule F, Part III | CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL |
| Method used to account for expenditures on organization's financial statements | Schedule F, Part I, Line 3 | CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL SOUTH AMERICA: ACCRUAL |
| Method used to account for grants on organization's financial statements | Schedule F, Part III | CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| BENTZ WHALEY FLESSNER & ASSOCIATES INC | ||||||||
| 7251 OHMS LANE | MINNEAPOLIS | MN | 55439 | CAMPAIGN COUNSEL | false | 0 | 392849 | -392849 |
| RUFFALOCODY LLC | ||||||||
| PO BOX 3018 | CEDAR RAPIDS | IA | 524063018 | ANNUAL FUND SUPPORT | false | 448331 | 107072 | 341259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 448331 | TotalGrossReceipts |
| Total Retained By Contractors | 499921 | TotalRetainedByContractors |
| Total Net To Organization | -51590 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| AMOUNT PAID TO FUNDRAISER | SCHEDULE G, PART I, LINE 2B(V) | AMOUNT PAID TO RUFFALOCODY, LLC INCLUDES COSTS ASSOCIATED WITH THE SOFTWARE, HARDWARE, PROFESSIONAL STAFFING, DATA PROCESSING AND FUNDRAISING EXPERTISE FOR THE SCHOOL'S PHONATHON/CALL CENTER. |
| GROSS RECIEPTS FROM ACTIVITY | SCHEDULE G, PART I, LINE 2B(IV) | DURING THE YEAR DEPAUW UNIVERSITY RAISED OVER $87 MILLION IN CONTRIBUTIONS AS PART OF THE UNIVERSITY'S ONGOING CAMPAIGN FUNDRAISING EFFORTS. BENTZ WHALEY FLESSNER & ASSOCIATES, INC. ("BWF") PROVIDES FUNDRAISING CONSULTING SERVICES TO THE UNIVERSITY. HOWEVER, BWF DOES NOT PERFORM SPECIFIC FUNDRAISING ACTIVITIES OR SOLICITATIONS ON BEHALF OF THE UNIVERSITY; THUS, THE AMOUNT OF CONTRIBUTIONS RECEIVED ATTRIBUTABLE TO BWF'S SERVICES CANNOT BE REASONABLY DETERMINED. |
| Professional fundraising services vs expense payments or reimbursements. | Schedule G, Part I, Line 2b | BENTZ WHALEY FLESSNER & ASSOCIATES, INC.-IN ADDITION TO CHARGES FOR PROFESSIONAL FEES, THE AGREEMENT PROVIDES FOR THE PAYMENT OF OUT-OF-POCKET EXPENSES INCURRED IN PERFORMING SERVICES SUCH AS TRAVEL COSTS, LONG-DISTANCE TELEPHONE CHARGES, ADMINISTRATIVE SUPPORT, RESEARCH TOOLS, PHOTOCOPYING, POSTAGE, ETC. THESE FEES ARE INCLUDED IN THE AMOUNT REPORTED IN SCHEDULE G, PART I, COLUMN (V). INVOICES ARE ITEMIZED IN ORDER FOR THE UNIVERSITY TO DISTINGUSH PAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES FROM EXPENSE PAYMENTS AND REIMBURSEMENTS.; |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AND FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 2227 | NumberOfRecipients |
| Amount Of Cash Grant | 48531991 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | THE UNIVERSITY PROVIDES SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS BASED ON NEED AND MERIT. THE FUNDS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT. RECORDS ARE MAINTAINED IN ACCORDANCE WITH UNIVERSITY RETENTION AND DESTRUCTION POLICY. THE UNIVERSITY'S FINANCIAL AID DEPARTMENT ADHERES STRICTLY TO ALL FEDERAL AND STATE REGULATIONS AND IS SUBJECT TO THE COMPLIANCE AND INTERNAL CONTROLS OF OMB-A133 (IN WHICH THEY FOLLOW ALL APPLICABLE GUIDELINES). | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN W CASEY | ||||||||||||||
| PRESIDENT | 303369 | 0 | 100000 | 0 | 58450 | 0 | 101080 | 0 | 26153 | 0 | 589052 | 0 | 42730 | 0 |
| BRADLEY A KELSHEIMER | ||||||||||||||
| VP FOR FINANCE & ADMINISTRATION | 213150 | 0 | 30000 | 0 | 1598 | 0 | 18132 | 0 | 1403 | 0 | 264283 | 0 | 0 | 0 |
| MARCIA SLOAN LATTA | ||||||||||||||
| VP FOR ADVANCEMENT | 210000 | 0 | 0 | 0 | 7312 | 0 | 17880 | 0 | 1389 | 0 | 236581 | 0 | 0 | 0 |
| DONALD MARK MCCOY | ||||||||||||||
| DEAN OF SCHOOL OF MUSIC / PROFESSOR | 164719 | 0 | 15000 | 0 | 26758 | 0 | 15290 | 0 | 19200 | 0 | 240967 | 0 | 0 | 0 |
| PAMELA J COBURN | ||||||||||||||
| PROFESSOR | 178310 | 0 | 0 | 0 | 1619 | 0 | 0 | 0 | 0 | 0 | 179929 | 0 | 0 | 0 |
| DANIEL L MEYER | ||||||||||||||
| VP FOR ADMISSION & FINANCIAL AID | 148254 | 0 | 5000 | 0 | 13966 | 0 | 13666 | 0 | 43775 | 0 | 224661 | 0 | 0 | 0 |
| CHRISTOPHER J WELLS | ||||||||||||||
| VP FOR COMM & STRATEGIC INITIATIVES / PT ASST PROF | 161234 | 0 | 5000 | 0 | 975 | 0 | 14722 | 0 | 19364 | 0 | 201295 | 0 | 0 | 0 |
| ROBERT M STEELE | ||||||||||||||
| DIRECTOR OF INSTITUTE FOR ETHICS / PROFESSOR | 152075 | 0 | 0 | 0 | 2423 | 0 | 23880 | 0 | 12968 | 0 | 191346 | 0 | 0 | 0 |
| CYNTHIA A BABINGTON | ||||||||||||||
| VP FOR STUDENT LIFE / DEAN OF STUDENTS | 140798 | 0 | 5000 | 0 | 1732 | 0 | 12935 | 0 | 34963 | 0 | 195428 | 0 | 0 | 0 |
| DAVID T HARVEY | ||||||||||||||
| VP FOR ACADEMIC AFFAIRS / PROFESSOR | 140876 | 0 | 0 | 0 | 1220 | 0 | 12529 | 0 | 6409 | 0 | 161034 | 0 | 0 | 0 |
| MARY P DIXON | ||||||||||||||
| PROFESSOR | 115631 | 0 | 0 | 0 | 533 | 0 | 10793 | 0 | 43793 | 0 | 170750 | 0 | 0 | 0 |
| CAROL L SMITH | ||||||||||||||
| CHIEF INFORMATION OFFICER | 135130 | 0 | 5000 | 0 | 1206 | 0 | 12529 | 0 | 13782 | 0 | 167647 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| First-class or charter travel | Schedule J, Part I, Line 1a | IN CERTAIN CIRCUMSTANCES, THE PRESIDENT TRAVELS FIRST OR BUSINESS CLASS FOR BUSINESS-RELATED TRAVEL. THE PRESIDENT'S TRAVEL EXPENDITURES ARE FOR BUSINESS TRAVEL ONLY AND THEREFORE ARE NOT INCLUDED IN HIS TAXABLE INCOME. |
| Tax indemnification and gross-up payments | Schedule J, Part I, Line 1a | ONE INDIVIDUAL WAS PROVIDED A GROSS-UP PAYMENT DURING THE FISCAL YEAR. THE OFFICER WAS THE RECIPIENT OF A TUITION BENEFIT FOR A CHILD AT ANOTHER SCHOOL. IN ACCORDANCE WITH THE EMPLOYMENT AGREEMENT, THE TUITION PAYMENT WAS GROSSED UP. |
| Housing allowance or residence for personal use | Schedule J, Part I, Line 1a | AS A CONDITION OF HIS EMPLOYMENT, THE UNIVERSITY'S PRESIDENT WAS PROVIDED HOUSING CONTIGUOUS TO CAMPUS IN THE AMOUNT OF $18,150. THE HOUSING IS FURNISHED FOR THE CONVENIENCE OF THE UNIVERSITY AND IS THEREFORE NOT INCLUDED IN HIS TAXABLE COMPENSATION. |
| Health or social club dues or initiation fees | Schedule J, Part I, Line 1a | THE UNIVERSITY PAID COLUMBIA CLUB DUES ON BEHALF OF THE PRESIDENT. THE MEMBERSHIP WAS FOR BUSINESS USE ONLY AND WAS NOT INCLUDED IN HIS TAXABLE COMPENSATION. |
| Personal services | Schedule J, Part I, Line 1a | THE UNIVERSITY PROVIDES THE PRESIDENT WITH TAX PREPARATION, FINANCIAL, AND ESTATE PLANNING SERVICES, WHICH ARE INCLUDED IN HIS TAXABLE COMPENSATION. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | THE UNIVERSITY'S PRESIDENT PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. CONTRIBUTIONS MADE ON HIS BEHALF AMOUNTED TO $80,000 FOR THE YEAR. |
| Non-fixed payments | Schedule J, Part I, Line 7 | ALL OFFICERS ARE CONSIDERED FOR AN INCENTIVE BONUS EACH ACADEMIC YEAR, MEASURED BY THE ACHIEVEMENT OF ANNUAL AND STRATEGIC GOALS, AS ESTABLISHED WITH THE CHAIR OF THE BOARD OF TRUSTEES AND THE PRESIDENT. THE AMOUNT OF INCENTIVE BONUS AWARDED IS APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| INDIANA FINANCE AUTHORITY | ||||||||
| A | 351602316 | 455057NJ4 | 2008-04-30 | 84555000 | CURRENT REFUNDING OF 1/11/2006 BOND ISSUANCE | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| B | 351602316 | 455057WG0 | 2009-12-01 | 44315803 | SEE PART VI | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 10520000 | 0 | 84555000 | 0 | 0 | 0 | 414569 | 169943 | 0 | 0 | 83970488 | 0 | 2008 | true | false | true | true |
| B | 0 | 0 | 44315803 | 0 | 0 | 0 | 477972 | 0 | 0 | 0 | 43837831 | 0 | 2009 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Prcntge Bond Financed PropPrcntgeBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | 0.0000 | 0.0000 | 0.0000 | false | false | 0.0000 | false | true |
| B | false | false | true | true | false | false | 0.0090 | 0.0000 | 0.0090 | false | false | 0.0000 | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | true | true | true | false | 0 | false | false | false | 0 | false | false | true |
| B | false | false | true | true | false | false | 0.0 | false | false | false | 0 | false | false | true |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF PURPOSE | Identifier |
| Return Reference | SCHEDULE K, PART I, COLUMN (F) | ReturnReference |
| Explanation | CURRENT REFUNDING OF A PORTION OF 4/30/2008 BOND ISSUANCE; CURRENT REFUNDING 2/11/1999 BOND ISSUANCE; AND REFINANCING OF TAXABLE LINE OF CREDIT. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance | Purpose Of AssistancePurposeOfAssistance |
|---|---|---|---|
| SEE PART V | |||
| SEE PART V | 95780 | MERIT-BASED SHOLAR. | STUDENT FIN. ASSIST. |
| SEE PART V | |||
| SEE PART V | 3375 | INTERNSHIP STIPEND | STUDENT FIN. ASSIST. |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN GERALD WALLACE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | CHILD OF TRUSTEE | Relationship |
| Amount Of Transaction | 34886 | AmountOfTransaction |
| Description Of Transaction | EMPLOYEE COMPENSATION | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L, PART II | ReturnReference |
| Explanation | PER THE IRS INSTRUCTIONS FOR SCHEDULE L, COLLEGES, UNIVERSITIES, AND PRIMARY AND SECONDARY SCHOOLS ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY PROVIDED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE. INSTEAD, THESE ORGANIZATIONS MUST GROUP EACH TYPE OF FINANCIAL ASSISTANCE PROVIDED TO INTERESTED PERSONS IN SEPARATE LINES. FOR EACH LINE, THE SCHOOL IS TO REPORT IN COLUMN (C) THE TYPE OF ASSISTANCE AND AGGREGATE DOLLAR AMOUNT OF THAT ASSISTANCE; COLUMNS (A) AND (B) ARE TO BE LEFT BLANK. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 101 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9125593 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 63000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanations of reporting method for number of contributions | Schedule M, Part I | SECURITIES - PUBLICLY TRADED: NUMBER OF CONTRIBUTIONS RECEIVED REAL ESTATE - RESIDENTIAL: NUMBER OF CONTRIBUTIONS RECEIVED |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 9 | NUMBER OF CONTRIBUTIONS RECEIVED |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 15 | NUMBER OF CONTRIBUTIONS RECEIVED |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Delegate broad authority to a committee | Form 990, Part VI, Section A, Line 1a | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR OF THE BOARD SERVING AS CHAIR, THE VICE CHAIRS OF THE BOARD, THE METHODIST BISHOP, THE IMMEDIATE PAST CHAIR OF THE BOARD, THE SECRETARY OF THE BOARD, AND FOUR ADDITIONAL VOTING MEMBERS OF THE BOARD OF TRUSTEES APPOINTED TO THE COMMITTEE BY THE CHAIR OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE AUTHORITY TO ACT BETWEEN REGULAR MEETINGS OF THE BOARD ON ALL MATTERS OF GOVERNANCE AND MANAGEMENT REQUIRING ATTENTION OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL MEET ON AGREED DATES BETWEEN THE REGULAR MEETINGS OF THE BOARD OF TRUSTEES OR UPON NOT LESS THAN 48 HOURS ADVANCE NOTICE (WHICH MAY BE WAIVED BY UNANIMOUS CONSENT), UPON CALL OF THE CHAIR, OF THE PRESIDENT, OR OF TWO MEMBERS OF THE COMMITTEE. A SUMMARY OF ALL ACTION OF THE EXECUTIVE COMMITTEE SHALL BE DISTRIBUTED TO ALL TRUSTEES AS SOON AS POSSIBLE AFTER EACH MEETING OF THE COMMITTEE. |
| Family/business relationships amongst interested persons | Form 990, Part VI, Section A, Line 2 | NEWTON CRENSHAW AND R. DAVID HOOVER - BUSINESS RELATIONSHIP |
| Significant changes to organizational documents | Form 990, Part VI, Section A, Line 4 | THE UNIVERSITY AMENDED ITS BYLAWS DURING THE YEAR, WHICH RESULTED IN THE FOLLOWING "SIGNIFICANT" CHANGES: - THE REQUIREMENT THAT AT LEAST 25% OF THE TRUSTEES BE MEMBERS OF THE UNITED METHODIST CHURCH WAS REMOVED; HOWEVER THE BYLAWS UPHOLD THE REQUIREMENT THAT THE UNIVERSITY MAINTAIN ITS HISTORICAL RELATIONSHIP WITH THE UNITED METHODIST CHURCH SUCH THAT MEMBERS OF THE CHURCH SUSTAIN MEANINGFUL REPRESENTATION ON THE BOARD OF TRUSTEES. - THE TERM LIMIT OF VOTING TRUSTEES WAS EXTENDED FROM 12 TO 16 YEARS. - THE TERM LIMIT OF THE AUDIT COMMITTEE CHAIR WAS EXTENDED FROM 3 TO 4 SUCCESSIVE ONE-YEAR TERMS. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | THE FORM 990 AND RELATED SCHEDULES UNDERGO A THOROUGH REVIEW BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND THE AUDIT AND RISK MANAGEMENT COMMITTEE. THE FORM AND ALL SCHEDULES, EXCEPT FOR SCHEDULE B, IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES. THE ENTIRE BOARD OF TRUSTEES APPROVES THE FORM 990 PRIOR TO SUBMISSION TO THE IRS. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | THE UNIVERSITY'S CONFLICT OF INTEREST POLICY COVERS ALL EMPLOYEES AND BOARD TRUSTEES. ALL BOARD TRUSTEES, KEY ADMINISTRATIVE FACULTY AND STAFF (INCLUDING OFFICERS), AND GRANT ADMINISTRATORS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE DISCLOSURE. ALL OTHER EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AS THEY MAY ARISE. THE VICE PRESIDENT OF ACADEMIC AFFAIRS AND THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION COLLECT THE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORMS AND CONDUCT AN INITIAL REVIEW OF EACH CONFLICT OF INTEREST DISCLOSURE TO DETERMINE IF A POTENTIAL CONFLICT APPEARS TO EXIST, OR IF A CONFLICT OF INTEREST IN FACT EXISTS. CONFLICT OF INTEREST RESPONSES FOR THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION AND THE CHAIR OF THE BOARD OF TRUSTEES ARE SUBMITTED TO THE CHAIR OF THE AUDIT AND RISK MANAGEMENT COMMITTEE FOR REVIEW. IN ADDITION, A SUMMARY OF ALL CONFLICTS OF INTEREST IS PRESENTED ANNUALLY TO THE CHAIR OF THE AUDIT AND RISK MANAGEMENT COMMITTEE. IF NECESSARY, THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION WORKS WITH THE CHAIR OF THE AUDIT COMMITTEE AND/OR THE CHAIR OF THE BOARD OF TRUSTEES TO DETERMINE THE NECESSARY ACTION TO BE TAKEN FOR ANY ACTUAL CONFLICTS OF INTEREST DETERMINED TO EXIST, SUCH AS REQUIRING THE INDIVIDUAL TO RECUSE HIM OR HERSELF FROM VOTING ON THE CONFLICTING ISSUE. IN ADDITION TO REVIEWING THE CONFLICT OF INTEREST SUBMISSIONS, THE FINANCE DEPARTMENT ANNUALLY REVIEWS A LISTING OF VENDORS PAID TO IDENTIFY ANY POTENTIAL CONFLICTS OF INTEREST. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | UNIVERSITY BYLAWS ESTABLISH A SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES TO BE DESIGNATED AS THE EXECUTIVE COMPENSATION COMMITTEE. THIS COMMITTEE ANNUALLY DETERMINES THE COMPENSATION TO BE PAID TO THE TOP MANAGEMENT OFFICIAL AND OTHER EXECUTIVE OFFICERS OF THE UNIVERSITY. COMPENSATION REVIEW AND APPROVAL TAKES INTO CONSIDERATION COMPARABLE MARKET DATA, AS WELL AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. MARKET DATA INCLUDES COMPENSATION AND BENEFIT INFORMATION FROM MEMBER INSTITUTIONS OF THE GREAT LAKES COLLEGES ASSOCIATION (GLCA) AND VERIFIABLE COMPENSATION AND BENEFIT INFORMATION OBTAINED FROM OTHER SELECTED PEER LIBERAL ARTS COLLEGES. THIS REVIEW/APPROVAL PROCESS IS DOCUMENTED IN THE COMMITTEE MEETING MINUTES, AND WAS LAST PERFORMED IN JUNE 2013. |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | SEE NARRATIVE FOR FORM 990, PART VI, SECTION B, LINE 15A. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Other changes in net assets or fund balances | Form 990 , Part XI, Line 9 | GAIN ON INTEREST RATE SWAP - 7248198; OTHER CHANGES IN ACCUMULATED POSTRETIREMENT BENEFIT OBLIGATIONS - 4871304; CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - -153140; ALLOWANCE FOR UNCOLLECTIBLE CONTRIBUTIONS - -2338500; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (53) | |||
| TRUST | IN | DEPAUW UNIVERSITY | TRUST |
| PERPETUAL TRUSTS (8) | |||
| TRUST | IN | DEPAUW UNIVERSITY | TRUST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |