2014-04-11T13:50:58-07:00 2013-05-31 990 2012-06-01 381359569 SPRING ARBOR UNIVERSITY SPRI 5177501200 106 E Main Street Spring Arbor MI 49283 Jerry White 5177506658 2014-04-11 2012 2015-11-30 17:44:51Z Brent Ellis 106 E Main Street Spring Arbor MI 49283 77272308 0 X www.arbor.edu X 1873 MI Spring Arbor University provides post-secondary education for over 4,000 students, granting BA, BS, MA & MS degrees for programs on it's main campus and at sites around the state of Michigan. The concept/mission of the university is: "Spring Arbor University is a community of learners distinguished by our lifelong involvement in the study and application of the liberal arts, total commitment to Jesus Christ as the perspective for learning and critical participation in the contemporary world." 34 28 2067 5 0 0 5413380 3793792 62522889 62301757 382366 493382 570259 822405 68888894 67411336 18293933 18040448 0 0 29459786 28707016 10000 10000 1332833 19392091 17073481 67155810 63830945 1733084 3580391 83725693 86028760 49157713 46280651 34567980 39748109 Spring Arbor University provides post-secondary education for over 4,000 students, granting BA, BS, MA & MS degrees for programs on it's main campus and at sites around the state of Michigan. The concept/mission of the university is: "Spring Arbor University is a community of learners distinguished by our lifelong involvement in the study and application of the liberal arts, total commitment to Jesus Christ as the perspective for learning and critical participation in the contemporary world." 0 0 56123431 18040448 67411336 Spring Arbor University is a Christian institution serving over 4,000 students. All program service expenses are related to instruction, academic support, student and auxiliary services for those students who study at our main campus, through our online education or at one of our sites around the state of Michigan. 0 0 0 56123431 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 0 1 5524 0 1 2067 1 0 0 0 0 0 0 0 0 0 0 X 34 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MI X Spring Arbor University 5177501200 106 E Main Street Spring Arbor MI 49283 Linda Adams 2 0 X 0 0 0 Russ Atherton 2 0 X 0 0 0 Tammy Bailey 2 0 X 0 0 0 Sarah Bates 2 0 X 0 0 0 Debra Blews 2 0 X 0 0 0 Dan Boss 2 0 X 0 0 0 Paul Castle 2 0 X 0 0 0 Guy Charles 2 0 X 0 0 0 Harvey Gainey 2 0 X 0 0 0 Jim Gallogly 2 0 X 0 0 0 Judi Ganton 2 0 X 0 0 0 Mike Helmer 2 0 X 0 0 0 Steven Hogwood 2 0 X 0 0 0 Todd Hunt 2 0 X 0 0 0 Beth Kuntzleman 2 0 X 0 0 0 Michael McFarren 2 0 X 0 0 0 Herb McLachlan 2 0 X 0 0 0 Gordon Milnes 2 0 X 0 0 0 Randall Pitman 2 0 X 0 0 0 Thomas Ramundo 2 0 X 0 0 0 Faith Small 2 0 X 0 0 0 Kimberly Rupert 2 0 X 0 0 0 Mark Thompson 2 0 X 0 0 0 Dick Townley 2 0 X 0 0 0 Rob Turner 2 0 X 0 0 0 Marvelle Vannest 2 0 X 0 0 0 Melinda Vokal 2 0 X 0 0 0 David White 2 0 X 0 0 0 Scott Wiard 2 0 X 0 0 0 Scott Wieland 2 0 X 0 0 0 Ed Lamoreaux 4 0 X X 0 0 0 Greg Schupra 4 0 X X 0 0 0 Don Walker 4 0 X X 0 0 0 Jim Woodcock 4 0 X X 0 0 0 Jerry White 50 0 X 126061 0 43969 Charles Webb 50 0 X 227483 0 24006 Brent Ellis 50 0 X 123186 0 32983 Betty Overton-Adkins 50 0 X 101305 0 16148 578035 0 117106 4 1 1 0 Wieland-Davco Co 4162 English Oak Dr Lansing MI 48911 Contractor 3643143 Jenzabar PO Box 845939 Boston MA 02284 Computer Software 317375 MTS Travel 124 E Main St 4th Floor Ephrata PA 17522 Travel for Study Abroad programs 293359 Mitchell Graphics 2363 Mitchell Park Dr Petoskey MI 49770 Printing 212751 Media Place Partners 131 S Division Suite 100 Grand Rapids MI 49503 Marketing and Communications 208371 8 0 0 10300 0 456511 3326981 69383 3793792 Student Tuition and Fees 611310 53582958 53582958 0 0 Auxiliary Services 611310 8718799 8718799 0 0 0 0 0 0 62301757 162894 0 0 162894 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9086258 0 8755770 0 330488 0 330488 0 0 330488 4076 10300 4076 0 0 0 0 0 0 0 0 0 1241589 1101126 140463 0 0 140463 681942 681942 0 0 681942 67411336 62983699 0 633845 0 0 18040448 18040448 0 0 0 0 1091933 502814 432949 156170 0 0 0 0 20826913 17923109 2410725 493079 1086128 934694 125720 25714 4180750 3450327 583867 146556 1521292 1309185 176090 36017 0 0 0 0 67769 16567 51202 0 91510 0 91510 0 0 0 0 0 10000 10000 65082 0 65082 0 3214761 2935225 250413 29123 906909 887125 19784 0 2447692 1748601 553902 145189 488251 62282 421455 4514 0 0 0 0 2228761 2228680 81 0 1371021 1204870 102637 63514 0 0 0 0 660432 388905 174220 97307 579143 578424 719 0 0 0 0 0 2298688 1920699 312458 65531 594703 139730 454973 0 Post Retirement Liability, Bad Debts 514294 75014 439280 0 Professional Development 78122 71092 7030 0 All Other Expenses 1466343 1705640 -299416 60119 63830945 56123431 6374681 1332833 583144 564364 6543571 3581333 672970 582945 4134014 3980872 0 0 0 0 3473711 3453156 32413 32864 518343 462323 94021349 32911853 58641345 61109496 7164497 10226759 257543 260009 0 0 0 1704142 1774639 83725693 86028760 4623353 2620141 0 4037898 4242030 28980000 27440000 0 0 475903 426311 0 11040559 11552169 49157713 46280651 X 21859949 28509432 4698284 2710851 8009747 8527826 34567980 39748109 83725693 86028760 X 3580391 1437775 0 65082 0 96881 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8443016 447220 1590529 212799 4673 0 10263293 8991844 152395 -512116 180793 8314 0 8443016 8189287 221668 865908 187395 97624 0 8991844 7203232 225445 817263 23985 32668 0 8189287 0 0 0 0 0 0 0 0.21 0.79 0 1 0 0 2017955 2017955 0 67770327 16694718 51075609 0 4928248 1052782 3875466 0 19250030 15164353 4085677 0 54789 0 54789 61109496 0 Refundable Student Deposits 881096 Annuities Payable 816696 Accrued Post Retirement 5859612 Interest Swap Agreements 1044094 Refundable Gov't Loan Advances 2950671 11552169 55302397 1437775 0 0 -18040448 -16602673 71905070 65082 -4558816 -4493734 67411336 50188550 0 0 0 -18040448 -18040448 68228998 65082 -4463135 -4398053 63830945 SchD_P05_S00_L04 Schedule D, Part V, Line 4 Permanently restricted endowment funds are used to support student scholarships, instruction, academic support and institutional support activities as intended by donor restrictions. Board designated endowment funds are used at the direction of the governing board for specific projects which may include capital purchases, special projects and other items. SchD_P11_S00_L02d Schedule D, Part XI, Line 2d Financial Aid Expense SchD_P11_S00_L04b Schedule D, Part XI, Line 4b (3,291,280) Michindoh Expense; (1,101,126) COGS; (4,076) Fundraising Exp SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Student Financial Aid SchD_P12_S00_L04b Schedule D, Part XII, Line 4b (3,357,933) Michindoh Expenses; (1,101,126) COGS; (4,076) Fundraising expense 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 The policy is published on the university website. SchE_P01_S00_L06 Schedule E, Part I, Line 6 The university receives financial aid for students from the Title IV program of US Department of Education and from the state education departments of Michigan and Ohio. Central America and the Caribbean 1 2 Program Services Guatemala semester abroad program 269101 1 2 269101 0 0 0 0 0 0 1 Institutional Financial Aid 3662 18040448 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Actual amounts granted to recipients via aid posting. X X 1 1 X X 0 0 0 0 0 0 0 0 0 Jerry White 126060 0 0 0 0 0 9067 0 34901 0 170028 0 172577 0 Charles Webb 227484 0 0 0 0 0 15382 0 8623 0 251489 0 255358 0 Brent Ellis 123186 0 0 0 0 0 8705 0 24277 0 156168 0 146576 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The president is required to live in a residence on the campus. The housing allowance is nontaxable because it is a condition of employment and contiguous to campus. Dues for the country club membership are provided for the president and the vice president for advancement. Dues are routinely paid for community and professional organization for officers and other employees. 10% of the country club dues are taxable to the employee. A Michigan Higher Education Facilities Authority Limited Obligation Revenue - SAU Proj Series 2010 521285150 594519T75 2010-02-11 9085000 Residence Hall Construction & Building Repairs/Renovations 0 0 0 B Michigan Higher Education Facilities Authority Variable Rate Demand Limited Obligation Rev Series 2005 521285150 594519J50 2005-10-01 6515000 Dormitory Construction (Gainey Hall) 0 0 0 C Michigan Higher Education Facilities Authority Limited Obligation Rev Bond SAU Project Series 2003 521285150 594519C81 2003-10-23 3881385 Energy conservation/deferred maintenance projects 0 0 0 D Michigan Higher Education Facilities Authority Limited Obligation Revenue & Revenue Funding 521285150 594519ZP8 2003-01-03 2539821 Construction of village housing/apartment renovations 0 0 0 A 680000 0 8919761 0 0 0 165239 0 0 8662842 0 256919 2010 0 0 0 1 B 1245000 0 6305260 0 0 0 209740 0 0 6305260 0 0 2006 0 0 0 1 C 1240000 0 3841922 0 0 0 39463 9 9 3841922 0 0 2004 0 0 0 1 D 1055000 0 2539821 0 0 434775 95291 0 0 2539821 0 0 2004 1 0 0 1 A 0 0 0 0 0 0 0 1 0 1 B 0 0 0 0 0 0.0135 0.0135 1 0 1 C 0 0 0 0 0 0 0 1 0 1 D 0 0 0 0 0 0.0053 0.0053 1 0 1 A 0 0 0 0 1 1 Comerica Bank 10 0 0 0 0 1 B 0 0 0 0 1 1 Comerica Bank 10 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 A Michigan Finance Authority 521285150 594479BK2 2012-03-15 7140000 Kresge Student Center Expansion/Consolidation of other Loans 0 0 0 A 280000 0 7035586 0 0 0 122989 0 0 6924769 0 80860 2013 0 0 0 1 A 0 0 0 0 0 0 0 1 0 0 A 0 0 0 0 1 0 0 0 1 A 1 Reid Atherton Family member Russ Atherton (Board Member) 54040 Employment 0 Steven Castle Family member of Paul Castle (Board Member) 43941 Employment 0 Thomas Kuntzleman Family member Beth Kuntzleman (Board Member) 73442 Employment 0 Comerica Bank Board member Greg Schupra is the Vice President, Charitable Services Group 581169 Interest Payments 0 RHB Board member Tammy Bailey is the CFO/Partner of RHB 45590 Consulting 0 Wieland-Davco Corporation Board member Scott Wieland is the Vice President of Wieland-Davco Co. 3643143 Construction of Kresge Student Center expansion. 0 X 1 10700 Appraisal X 1648 Fair Market Value X Lawn Tractor 1 1000 Fair Market Value X Piano 1 600 Fair Market Value X Computer Equipment 1 1138 Fair Market Value X Other - Travel, Meals, Conferences 34 53997 Fair Market Value 1 0 1 0 F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The 990 is electronically sent to the full board to review prior to submission. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Board members and President Cabinet members submit conflict of interest documents annually. These documents are kept in the President's Office. If someone has a conflict of interest, the conflict is recognized and the board member will recuse themself from voting. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The compensation for the President is benchmarked by the Assistant Vice President for Human Resources and that information is used by the board chair and presidential search commitee. Further increases are also intiated by that group. Other cabinet members' compensation is determined through benchmarking studies on an annual basis. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Governing documents, conflict of interest policy and audited financial statements are provided to the public upon request. F990_P11_S00_L09 Form 990, Part XI, Line 9 Change in value of derivatives; Change in Value of Trusts; Less Investment Exp Spring Arbor University Foundation 106 E Main Street Spring Arbor MI 49283 743066798 Planned giving fundraising for support of Spring Arbor University. MI 501(c)(3) 509(a)(3) Type 1 Spring Arbor University 1 Michindoh Conference Center 4545 E Bacon Road Hillsdale MI 49542 270209917 Christian conference center MI 501(c)(3) 9 Spring Arbor University 1 Charitable Remainder Trust (28) NA NA MI 49283 Charitable Purpose MI C 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 Michindoh Conference Center m 38115 Fair Market Value Michindoh Conference Center r 342740 Fair Market Value Michindoh Conference Center o 52629 Actual wages paid Request approved for extension.