UNIVERSITY OF EVANSVILLE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF EVANSVILLE (EIN 35-0868074)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-02-19
- IRS object ID
- 201300509349300015
- Schema version
- 2011v1.5
- 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 K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-19T11:31:28-08:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868074 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF EVANSVILLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 8124882183 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 LINCOLN AVENUE | AddressLine1 |
| City | EVANSVILLE | City |
| State | IN | State |
| ZIP Code | 47722 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFERY M WOLF | Name |
| Title | Vice President | Title |
| Date Signed | 2013-02-19 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS A KAZEE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 LINCOLN AVENUE | AddressLine1 |
| City | EVANSVILLE | City |
| State | IN | State |
| ZIP Code | 47722 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 155627855 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EVANSVILLE.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1854 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | THE UNIVERSITY OF EVANSVILLE IS DEDICATED TO ACTIVE LEARNING AND SCHOLARSHIP. WE ARE COMMITTED TO THE LIBERAL ARTS AND SCIENCES AS A BASIS FOR INTELLECTUAL AND PERSONAL GROWTH. THE UNIVERSITY ENDEAVORS TO PREPARE WOMEN AND MEN FOR LIVES OF PERSONAL AND PROFESSIONAL SERVICE AND LEADERSHIP. THE UNIVERSITY IS AWARE OF THE CHALLENGES OF LIVING IN AN INTERNATIONAL COMMUNITY AND THEREFORE ADOPTS A GLOBAL VIEW IN ITS PROGRAMS AND ITS VISION. THE UNIVERSITY OF EVANSVILLE PRESERVES ITS INDEPENDENT NATURE AND VALUES ITS TIES TO THE UNITED METHODIST CHURCH. IT EMPHASIZES UNDERGRADUATE EDUCATION AND SUPPORTS AN ARRAY OF LIBERAL ARTS AND SCIENCES AND PROFESSIONAL PROGRAMS. THE UNIVERSITY SELECTS TALENTED AND MOTIVATED STUDENTS AND FACULTY. THE STUDENT-FACULTY RATIO PROMOTES INDIVIDUAL ATTENTION AND OPTIMAL LEARNING. THE UNIVERSITY VALUES LEARNING AS A MEANS OF ATTAINING FREEDOM FROM IGNORANCE AND PREJUDICE. BECAUSE EDUCATION IS A LIFELONG PROCESS OF CRITICAL INQUIRY, THE UNIVERSITY COMMITS RESOURCE | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 38 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1755 | TotalNbrEmployees |
| Total Nbr Volunteers | 1380 | TotalNbrVolunteers |
| Total Gross UBI | 94124 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 73274 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6736211 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8029507 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 88327997 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 91818911 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7178614 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3309372 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -55713 | OtherRevenuePriorYear |
| Other Revenue Current Year | -46868 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 102187109 | TotalRevenuePriorYear |
| Total Revenue Current Year | 103110922 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 36202750 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 38597221 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 34128412 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 34248939 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 4222 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1598104 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 29535933 | OtherExpensePriorYear |
| Other Expenses Current Year | 29349963 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 99867095 | TotalExpensesPriorYear |
| Total Expenses Current Year | 102200345 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2320014 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 910577 | RevenuesLessExpensesCY |
| Total Assets BOY | 244086287 | TotalAssetsBOY |
| Total Assets EOY | 233407020 | TotalAssetsEOY |
| Total Liabilities BOY | 84606669 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 84438973 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 159479618 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 148968047 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE UNIVERSITY OF EVANSVILLE IS DEDICATED TO ACTIVE LEARNING AND SCHOLARSHIP. WE ARE COMMITTED TO THE LIBERAL ARTS AND SCIENCES AS A BASIS FOR INTELLECTUAL AND PERSONAL GROWTH. THE UNIVERSITY ENDEAVORS TO PREPARE WOMEN AND MEN FOR LIVES OF PERSONAL AND PROFESSIONAL SERVICE AND LEADERSHIP. THE UNIVERSITY IS AWARE OF THE CHALLENGES OF LIVING IN AN INTERNATIONAL COMMUNITY AND THEREFORE ADOPTS A GLOBAL VIEW IN ITS PROGRAMS AND ITS VISION. THE UNIVERSITY OF EVANSVILLE PRESERVES ITS INDEPENDENT NATURE AND VALUES ITS TIES TO THE UNITED METHODIST CHURCH. IT EMPHASIZES UNDERGRADUATE EDUCATION AND SUPPORTS AN ARRAY OF LIBERAL ARTS AND SCIENCES AND PROFESSIONAL PROGRAMS. THE UNIVERSITY SELECTS TALENTED AND MOTIVATED STUDENTS AND FACULTY. THE STUDENT-FACULTY RATIO PROMOTES INDIVIDUAL ATTENTION AND OPTIMAL LEARNING. THE UNIVERSITY VALUES LEARNING AS A MEANS OF ATTAINING FREEDOM FROM IGNORANCE AND PREJUDICE. BECAUSE EDUCATION IS A LIFELONG PROCESS OF CRITICAL INQUIRY, THE UNIVERSITY COMMITS RESOURCE | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 77276638 | Expense |
| Grants | 37998149 | Grants |
| Revenue | 73555501 | Revenue |
| Description | EDUCATIONAL SERVICESSTUDENTS HAVE ACQUIRED A BROAD FOUNDATION IN THE LIBERAL ARTS AND SCIENCES THROUGH THE GENERAL EDUCATION PROGRAM TOGETHER WITH A DEPTH OF KNOWLEDGE IN ONE OR MORE DISCIPLINES OF THEIR CHOICE. PERSONAL GROWTH HAS BEEN ACHIEVED THROUGH IMPROVED CRITICAL SELF-AWARENESS AND PERSONAL CREATIVITY. STUDENTS HAVE MASTERED COMMUNICATION, ORGANIZATIONAL, AND CRITICAL THINKING SKILLS AND HAVE GAINED AN UNDERSTANDING OF THE GLOBAL NATURE OF OUR WORLD, LEARNED ABOUT OTHER CULTURES, AND LEARNED TO APPRECIATE DIVERSITY AND TOLERANCE. THEY HAVE HAD THE OPPORTUNITY TO PARTICIPATE IN INTERNATIONAL STUDIES PROGRAMS. STUDENTS HAVE LEARNED THE NECESSITY OF BEING ACTIVELY INVOLVED IN THEIR COMMUNITIES THROUGH INVOLVEMENT IN STUDY, INTERNSHIPS, AND EXTRACURRICULAR ACTIVITIES. STUDENTS HAVE DEVELOPED SKILLS AND COMPETENCIES TO BE PRODUCTIVE TEAM MEMBERS AND LEADERS. THEY HAVE LEARNED TO UNDERSTAND THE ETHICAL SIGNIFICANCE OF THEIR PERSONAL AND PROFESSIONAL DECISIONS. STUDENTS HAVE ALSO LEARNED TO SEEK AND USE AVAILABLE RESOURCES, INCLUDING TECHNOLOGY, TO ANSWER QUESTIONS AND SOLVE PROBLEMS. STUDENTS HAVE BEEN ENCOURAGED TO BECOME COMMITTED TO LIFELONG LEARNING. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17162775 | Expense |
| Grants | 581972 | Grants |
| Revenue | 18263410 | Revenue |
| Description | AUXILIARY ENTERPRISESEDUCATION IS MORE THAN A CLASSROOM EXPERIENCE. STUDENT PARTICIPATION AND INVOLVEMENT IN THE RESIDENTIAL COMMUNITY PROVIDES AN EXCITING OPPORTUNITY TO ENRICH THE COLLEGE EXPERIENCE THROUGH THE DEVELOPMENT OF FRIENDSHIPS AND THE EXPOSURE TO NEW IDEAS, PEOPLE, AND CULTURES. OUR RESIDENCE HALLS, APARTMENTS AND HOUSES ARE MORE THAN JUST PLACES TO EAT AND SLEEP; LIVING ON CAMPUS IS AN EXPERIENCE IN HUMAN RELATIONS FOR OUR STUDENTS.THE UNIVERSITY OF EVANSVILLE COMPETES AT THE HIGHEST LEVEL OF COLLEGIATE ATHLETICS: NCAA DIVISION I. UE IS A MEMBER OF THE MISSOURI VALLEY CONFERENCE. THE MISSION OF THE UE ATHLETICS DEPARTMENT IS TO PROVIDE STUDENT-ATHLETES WITH AN OPPORTUNITY TO COMPETE AT THE DIVISION I LEVEL WHILE RECEIVING A QUALITY EDUCATION CONSISTENT WITH THE MISSION OF THE UNIVERSITY. THE ATHLETICS EXPERIENCE IS AN EXTENSION OF THE EDUCATIONAL PROCESS WHEREBY STUDENT-ATHLETES ACQUIRE THE SKILL, CHARACTERISTICS AND SELF-CONFIDENCE TO ENABLE THEM TO REACH THEIR FULL POTENTIAL, BOTH IN ATHLETICS AND IN LIFE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 94439413 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| 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 | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | 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 | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | 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 | 284 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1755 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 38 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | 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 | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEFFERY M WOLF | NamePerson |
| Telephone Number | 8124882183 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 LINCOLN AVENUE | AddressLine1 |
| City | EVANSVILLE | City |
| State | IN | State |
| ZIP Code | 47722 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (52 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS A KAZEE | |||||||||
| President | 40.00 | X | X | 312321 | 0 | 38563 | |||
| ROBIN L NORRIS | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| ARTHUR L SHOENER | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| LARRY A RASCOE SR | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| JOHN C SCHROEDER | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| ANITA HORN RIZEK | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| LINDA E WHITE | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| RANDY D RADEMACHER | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| BARBARA J PRICE | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| CHARLES E SINGER JR | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| BRIAN G NAAS | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| ROSE M MAYS | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| STEPHEN W WORTHINGTON | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| LAWRENCE J KREMER | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| ROBERT L KOCH II | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| ROBERT G JONES | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| M STEPHEN HARKNESS | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| NICK J RUTIGLIANO | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| MICHAEL R HINTON | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| ANDREW E GOEBEL | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| THOMAS M LUKENS | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| ZACHARIAH D KANET | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| RITA P EYKAMP | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| NIEL C ELLERBROOK | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| LARRY E DUNIGAN | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| MARK L LEMOND | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| JOHN N DANIEL JR | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| MICHAEL J COYNER | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| RONALD E GLASS | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| PAUL W JONES | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| ALYSE M DESOTO | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| WILFRED C BUSSING III | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| VERNA D FAIRCHILD | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| JENNIFER S BARCHET | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| MARK A WILLIAMS | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| MICHAEL T VEA | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| ROGER B BECK | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| MARJORIE Z SOYUGENC | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| D FORREST BRUMBAUGH | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| JEFFERY M WOLF | |||||||||
| Vice President | 40.00 | X | 155394 | 0 | 25558 | ||||
| DANA D CLAYTON | |||||||||
| Vice President | 40.00 | X | 91641 | 0 | 39985 | ||||
| JOHN MOSBO | |||||||||
| Vice President | 40.00 | X | 71940 | 0 | 10616 | ||||
| THOMAS E BEAR | |||||||||
| Vice President | 40.00 | X | 104700 | 0 | 18571 | ||||
| JOHN C BARNER | |||||||||
| Vice President | 40.00 | X | 149170 | 0 | 29636 | ||||
| JOHN W STANLEY | |||||||||
| DIRECTOR OF ATHLETICS | 40.00 | 165119 | 0 | 23986 | X | ||||
| MARTIN R SIMMONS | |||||||||
| BSKTBALL COACH | 40.00 | 192151 | 0 | 68920 | X | ||||
| PHILIP M GERHART | |||||||||
| DEAN | 40.00 | 147540 | 0 | 24824 | X | ||||
| PETER A ROSEN | |||||||||
| PROFESSOR | 40.00 | 140152 | 0 | 20300 | X | ||||
| MICHAEL A ZIMMER | |||||||||
| PROFESSOR | 40.00 | 135469 | 0 | 16910 | X | ||||
| PETER S SHERMAN | |||||||||
| PROFESSOR | 40.00 | 131012 | 0 | 18495 | X | ||||
| SUSAN J KUPISCH | |||||||||
| FORMER VICE PRESIDENT | 0.00 | 119065 | 0 | 15906 | X | ||||
| STEPHEN G JENNINGS | |||||||||
| FORMER PRESIDENT | 0.00 | 123604 | 0 | 17770 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2039278 | TotalReportableCompFromOrg |
| Total Other Compensation | 370040 | TotalOtherCompensation |
| Number Individuals GT100 K | 30 | NumberIndividualsGT100K |
| Formers Listed | true | 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 |
|---|---|---|---|---|---|
| WFF MANAGEMENT SERVICES INC | |||||
| 211 S JEFFERSON AVE | SAINT LOUIS | MO | 631032511 | CUSTODIAL | 1291087 |
| SODEXO INC | |||||
| 9801 WASHINGTONIAN BLVD | GAITHERSBURG | MD | 20878 | DINING | 3132287 |
| NEW IMAGE TRAVEL LLC | |||||
| 12545 JORDAN LANE | EVANSVILLE | IN | 47725 | TRANSPORTATION | 254485 |
| MIDWEST ROOFING-SHEET METAL | |||||
| 1208 N HARLAN AVE | EVANSVILLE | IN | 477114717 | ROOFING | 276081 |
| GREENWELL-CHISOLM PRINTING CO INC | |||||
| 420 E PARRISH AVE | OWENSBORO | KY | 42303 | PRINTING | 178749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Membership Dues | 447451 | MembershipDues |
| Government Grants | 1021049 | GovernmentGrants |
| All Other Contributions | 6561007 | AllOtherContributions |
| Total Contributions | 8029507 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| TUITION AND FEES | 73555501 | 73555501 |
| AUXILIARY SUPPORT SVCS | 18263410 | 18263410 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 91818911 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3104061 | TotalRevenueColumn |
| Unrelated Business Revenue | 20348 | UnrelatedBusinessRevenue |
| Exclusion | $3,083,713 | 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 |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 92274 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 235657 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -143383 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -143383 | TotalRevenueColumn |
| Exclusion | -$143,383 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 52442961 | Securities |
| Other | 156 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 52113575 | Securities |
| Other | 124231 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 329386 | Securities |
| Other | -124075 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 205311 | TotalRevenueColumn |
| Exclusion | $205,311 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 36915 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 14176 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22739 | TotalRevenueColumn |
| Exclusion | $22,739 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 24360 | GrossIncomeGaming |
| Gaming Direct Expenses | 12367 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11993 | TotalRevenueColumn |
| Unrelated Business Revenue | 11993 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 28774 | GrossSalesOfInventory |
| Cost Of Goods Sold | 16927 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11847 | TotalRevenueColumn |
| Unrelated Business Revenue | 11847 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|
| WEDDING SERVICES | 17517 | 17517 |
| RADIO TOWER LEASE INCOME | -2450 | -2450 |
| ADVERTISING | 34869 | 34869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 49936 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 103110922 | TotalRevenueColumn |
| Related Or Exempt Function Income | 91818911 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 94124 | UnrelatedBusinessRevenue |
| Exclusion | $3,168,380 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17100 | Total |
| Program Services | 17100 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38580121 | Total |
| Program Services | 38580121 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 1295107 | Total |
| Program Services | 581945 | ProgramServices |
| Management And General | 530893 | ManagementAndGeneral |
| Fundraising | 182269 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25625618 | Total |
| Program Services | 23509152 | ProgramServices |
| Management And General | 1368901 | ManagementAndGeneral |
| Fundraising | 747565 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2121214 | Total |
| Program Services | 1944934 | ProgramServices |
| Management And General | 114903 | ManagementAndGeneral |
| Fundraising | 61377 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3283616 | Total |
| Program Services | 2951489 | ProgramServices |
| Management And General | 223862 | ManagementAndGeneral |
| Fundraising | 108265 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1923384 | Total |
| Program Services | 1721275 | ProgramServices |
| Management And General | 135329 | ManagementAndGeneral |
| Fundraising | 66780 | 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 | 83667 | Total |
| Management And General | 83667 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129400 | Total |
| Management And General | 129400 | 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 | 4222 | Total |
| Fundraising | 4222 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101010 | Total |
| Management And General | 101010 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281509 | Total |
| Program Services | 55547 | ProgramServices |
| Management And General | 225962 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417572 | Total |
| Program Services | 341418 | ProgramServices |
| Management And General | 72421 | ManagementAndGeneral |
| Fundraising | 3733 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2119869 | Total |
| Program Services | 1581621 | ProgramServices |
| Management And General | 478841 | ManagementAndGeneral |
| Fundraising | 59407 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2907959 | Total |
| Program Services | 2504611 | ProgramServices |
| Management And General | 403348 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6780 | Total |
| Program Services | 6780 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3978373 | Total |
| Program Services | 3220073 | ProgramServices |
| Management And General | 722712 | ManagementAndGeneral |
| Fundraising | 35588 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1829705 | Total |
| Program Services | 1735884 | ProgramServices |
| Management And General | 68909 | ManagementAndGeneral |
| Fundraising | 24912 | 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 | 634564 | Total |
| Program Services | 460590 | ProgramServices |
| Management And General | 66389 | ManagementAndGeneral |
| Fundraising | 107585 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2813288 | Total |
| Program Services | 2647611 | ProgramServices |
| Management And General | 165677 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4155749 | Total |
| Program Services | 3688003 | ProgramServices |
| Management And General | 456737 | ManagementAndGeneral |
| Fundraising | 11009 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 675524 | Total |
| Program Services | 362988 | ProgramServices |
| Management And General | 312427 | ManagementAndGeneral |
| Fundraising | 109 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Postage and Shipping | 608194 | 528870 | 41914 | 37410 |
| BOOKSTORE COGS | 1021305 | 1021305 | ||
| MEAL PLAN COSTS | 2809345 | 2809345 | ||
| OTHER EXPENSES | 3264174 | 2901154 | 269955 | 93065 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1511976 | Total |
| Program Services | 1267597 | ProgramServices |
| Management And General | 189571 | ManagementAndGeneral |
| Fundraising | 54808 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102200345 | Total |
| Program Services | 94439413 | ProgramServices |
| Management And General | 6162828 | ManagementAndGeneral |
| Fundraising | 1598104 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3909480 | BOY |
| EOY | 3075881 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17297500 | BOY |
| EOY | 16265543 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 997971 | BOY |
| EOY | 1223813 | 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 | 6830129 | BOY |
| EOY | 6622940 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 655031 | BOY |
| EOY | 717223 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1223802 | BOY |
| EOY | 1274970 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 196539284 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 62531805 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136486497 | BOY |
| EOY | 134007479 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66376179 | BOY |
| EOY | 59011233 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2964960 | BOY |
| EOY | 2964960 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7344738 | BOY |
| EOY | 8242978 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244086287 | BOY |
| EOY | 233407020 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7971682 | BOY |
| EOY | 8047958 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3766021 | BOY |
| EOY | 3422291 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46640000 | BOY |
| EOY | 44915000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131712 | BOY |
| EOY | 73363 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2528540 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23568714 | BOY |
| EOY | 27980361 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84606669 | BOY |
| EOY | 84438973 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68278314 | BOY |
| EOY | 60385496 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22301378 | BOY |
| EOY | 17723483 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68899926 | BOY |
| EOY | 70859068 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159479618 | BOY |
| EOY | 148968047 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244086287 | BOY |
| EOY | 233407020 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 910577 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -11422148 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 37494 | RevenuesIncluded |
| Assets In Part X | 996879 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 79151657 | BeginningOfYearBalance |
| Contributions | 2518284 | Contributions |
| Investment Earnings Or Losses | -3769626 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1578016 | GrantsOrScholarships |
| Other Expenditures | -1800970 | OtherExpenditures |
| Administrative Expenses | -101010 | AdministrativeExpenses |
| End Of Year Balance | 74420319 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 68548340 | BeginningOfYearBalance |
| Contributions | 1859870 | Contributions |
| Investment Earnings Or Losses | 12212660 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1479652 | GrantsOrScholarships |
| Other Expenditures | -1825458 | OtherExpenditures |
| Administrative Expenses | -164103 | AdministrativeExpenses |
| End Of Year Balance | 79151657 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63494108 | BeginningOfYearBalance |
| Contributions | 2732835 | Contributions |
| Investment Earnings Or Losses | 5883044 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1563424 | GrantsOrScholarships |
| Other Expenditures | -1844115 | OtherExpenditures |
| Administrative Expenses | -154108 | AdministrativeExpenses |
| End Of Year Balance | 68548340 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.95210 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04790 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4200 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2278351 | OtherCostOrOtherBasis |
| Book Value | 2282551 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 137858357 | OtherCostOrOtherBasis |
| Depreciation | 29960592 | Depreciation |
| Book Value | 107897765 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56398376 | OtherCostOrOtherBasis |
| Depreciation | 32571213 | Depreciation |
| Book Value | 23827163 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 134007479 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| US GOV'T SHARE OF STUDENT LOANS | $5,413,765 |
| POST RETIRE MEDICAL LIAB | $9,460,622 |
| PAYABLE TO FOREIGN SUBSIDIARY | $562,189 |
| INTEREST RATE SWAP | $10,581,242 |
| FOREIGN EXCHANGE CONTRACTS | $185,480 |
| CAPITAL LEASE OBLIGATIONS | $1,300,540 |
| ASSET RETIREMENT OBLIGATION | $476,523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 27980361 | TotalOfAmounts |
| Total Revenue | 103110922 | TotalRevenue |
| Total Expenses | 102200345 | TotalExpenses |
| Excess Or Deficit For Year | 910577 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6093143 | NetUnrealizedGLOnInvestments |
| Other | -$5,329,005 | OtherAmount |
| Total Adjustments | -11422148 | TotalAdjustments |
| Excess Or Deficit Per FS | -10511571 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 57716902 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6093143 | NetUnrealizedGainsInvestments |
| Other Revenues | -830418 | OtherRevenues |
| Revenue Not Rptd F990 | -6923561 | RevenueNotRptdF990 |
| Revenue Subtotal | 64640463 | RevenueSubtotal |
| Other Revenues Not Included | 38470459 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 38470459 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 103110922 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 68228473 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4498587 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4498587 | ExpensesNotRptdF990 |
| Expenses Subtotal | 63729886 | ExpensesSubtotal |
| Other Expenses Not Included | 38470459 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 38470459 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 102200345 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | STUDENT AID DISCOUNTS - TUITION $37888487 STUDENT AID DISCOUNTS - ROOM & BOARD $581972 |
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | INTEREST RATE SWAP $4094381 FOREIGN EXCHANGE CONTRACTS $404206 |
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | STUDENT AID DISCOUNTS - TUITION $37888487 STUDENT AID DISCOUNTS - ROOM & BOARD $581972 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | ACTUARIAL ADJUSTMENT ON ANNUITY OBLIGATION $ -229816 INTEREST RATE SWAP $ -4094381 ASSET RETIREMENT COST $ -19226 BENEFICIAL INTEREST IN TRUSTS $ -581376 FOREIGN EXCHANGE CONTRACTS $ -404206 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | THE UNIVERSITY'S ENDOWMENT FUNDS ARE USED TO SUPPORT STUDENT SCHOLARSHIPS, INSTRUCTION, AUXILIARY ENTERPRISES, INSTITUTIONAL SUPPORT SERVICES, AND CAMPUS IMPROVEMENTS. |
| Part III, Line 4 | Part III, Line 4: Description of organization's collections and how it furthers its purpose. | THE UNIVERSITY'S COLLECTIONS INCLUDE WORKS OF ART SUCH AS PAINTINGS AND SCULPTURES. THESE ITEMS ASSIST IN FURTHERING THE UNIVERSITY'S EXEMPT PURPOSE BY ENHANCING THE LIBERAL ARTS EDUCATION EXPERIENCE STUDENTS RECEIVE AT THE UNIVERSITY. THEY SUPPORT MANY OF THE UNIVERSITY'S EDUCATIONAL OBJECTIVES INCLUDING HELPING STUDENTS TO UNDERSTAND THE GLOBAL NATURE OF OUR WORLD, LEARN ABOUT OTHER CULTURES AND APPRECIATE DIVERSITY AND TOLERANCE. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | Identifier |
| Explanation | THE UNIVERSITY PROMOTES ITS RACIALLY NONDISCRIMINATORY POLICIES THROUGH STATEMENTS IN ADMISSIONS PUBLICATIONS, CONTINUING EDUCATION PUBLICATIONS, RADIO AND NEWSPAPER ADVERTISEMENTS. SPECIFIC BROCHURES ARE DISTRIBUTED DURING THE STUDENT SOLICITATION PERIOD ADVERTISING MULTICULTURAL LIFE AT THE UNIVERSITY. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | LINCOLNSHIRE, UNITED KINGDOM | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 91 | NumberOfEmployees |
| Type Of Activities Conducted | EDUCATIONAL PROGRAMS | TypeOfActivitiesConducted |
| Specific Services Provided | STUDY ABROAD | SpecificServicesProvided |
| Total Expenditures | 4917798 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 91 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 91 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 4917798 | SubtotalAmountSpent |
| Total Amount Spent | 4917798 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
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 Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
| Licensed States | IN | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 20415 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 20415 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1300 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 4350 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 2118 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 1992 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF OUTING | NameOfEvent2 |
| Gross Receipts Event2 | 16500 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 16500 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 3936 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 480 | FoodAndBeverageEvent2 |
| Gross Receipts Total | 36915 | GrossReceiptsTotal |
| Gross Revenue Total Events | 36915 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1300 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 8286 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 2598 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 1992 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 14176 | DirectExpenseSummaryEvents |
| Net Income Summary | 22739 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingo |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabs |
| Gross Revenue Other Gaming | 24360 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 9125 | CashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 3242 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | true | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 0.71400 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 24360 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 9125 | CashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 3242 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 12367 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 11993 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IN | StatesWhereGamingConducted |
| Licensed | true | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | false | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1.00000 | PercentageOfGamingOwnFacility |
| Name Of Gaming Rec Keeper Person | DWIGHT MERILATT | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 LINCOLN AVENUE | AddressLine1 |
| City | EVANSVILLE | City |
| State | IN | State |
| ZIP Code | 47722 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | DWIGHT MERILATT | GamingManagerNamePerson |
| Gaming Manager Compensation | 67841 | GamingManagerCompensation |
| Gaming Manager Services Provided | ATHLETICS ADMINISTRATION | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | false | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLA INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 MAIN STREET | AddressLine1 |
| City | EVANSVILLE | City |
| State | IN | State |
| ZIP Code | 47708 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 201187971 | EINOfRecipient |
| Amount Of Cash Grant | 9000 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Purpose Of Grant | DECREASE YOUTH SMOKING RATES | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 2448 | NumberOfRecipients |
| Amount Of Cash Grant | 38580121 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| 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 |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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 | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|
| THOMAS A KAZEE | ||||
| 276293 | 36028 | 25673 | 12890 | 350884 |
| SUSAN J KUPISCH | ||||
| 107188 | 11877 | 12196 | 3710 | 134971 |
| STEPHEN G JENNINGS | ||||
| 79604 | 44000 | 12312 | 5458 | 141374 |
| PHILIP M GERHART | ||||
| 130834 | 16706 | 15520 | 9304 | 172364 |
| PETER A ROSEN | ||||
| 134113 | 6039 | 12079 | 8221 | 160452 |
| MICHAEL A ZIMMER | ||||
| 128678 | 6791 | 13581 | 3329 | 152379 |
| MARTIN R SIMMONS | ||||
| 182052 | 10099 | 20199 | 48721 | 261071 |
| JOHN W STANLEY | ||||
| 144077 | 21042 | 13725 | 10261 | 189105 |
| JOHN C BARNER | ||||
| 124206 | 24964 | 15803 | 13833 | 178806 |
| JEFFERY M WOLF | ||||
| 144394 | 11000 | 15713 | 9845 | 180952 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
| Explanation | TRAVEL FOR COMPANIONS:UNIVERSITY PROVIDES TRAVEL FOR PRESIDENT'S SPOUSE FOR CERTAIN ENGAGEMENTS.HOUSING ALLOWANCE:UNIVERSITY OWNED HOUSING IS PROVIDED TO THE PRESIDENT.HEALTH OR SOCIAL CLUB DUES:UNIVERSITY PAYS SOCIAL CLUB DUES FOR CERTAIN OFFICERS.PERSONAL SERVICES:CUSTODIAL SERVICES ARE PROVIDED TO THE PRESIDENT'S UNIVERSITY OWNED RESIDENCE. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF EVANSVILLE IN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 356001021 | IssuerEIN |
| Date Issued | 2011-12-29 | DateIssued |
| Issue Price | 9500000 | IssuePrice |
| Description Of Purpose | REFUND PRIOR ISSUE | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 9500000 | TotalProceeds |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00685 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00023 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00708 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | true | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 53 BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.0000 | TermOfHedge |
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | true | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| CITY OF EVANSVILLE IN | ||||||
| 356001021 | 2011-12-14 | 10000000 | REFUND PRIOR ISSUE | false | false | false |
| CITY OF EVANSVILLE IN | ||||||
| 356001021 | 2011-11-29 | 10000000 | REFUND PRIOR ISSUE | false | false | false |
| CITY OF EVANSVILLE IN | ||||||
| 356001021 | 2011-11-14 | 10000000 | REFUND PRIOR ISSUE | false | false | false |
| CITY OF EVANSVILLE IN | ||||||
| 356001021 | 2011-10-28 | 5630000 | REFUND PRIOR ISSUE | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|
| 10000000 | true | false | true | true |
| 10000000 | true | false | true | true |
| 10000000 | true | false | true | true |
| 5630000 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| false | false | false | false | 0.00675 | 0.00023 | 0.00698 | true |
| false | false | false | false | 0.00643 | 0.00023 | 0.00666 | true |
| false | false | false | false | 0.00643 | 0.00023 | 0.00666 | true |
| false | false | false | false | 0.00700 | 0.00700 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| 53 BANK | ||||||||
| true | true | true | 20.0000 | false | false | false | false | true |
| 53 BANK | ||||||||
| true | true | true | 20.0000 | false | false | false | false | true |
| 53 BANK | ||||||||
| true | true | true | 20.0000 | false | false | false | false | true |
| OLD NATIONAL BANK | ||||||||
| true | true | true | 18.1000 | false | false | false | false | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| FIFTH THIRD BANK | |||
| CEO/UE TRUSTEE | 27750 | BOND CLOSING COSTS | false |
| OLD NATIONAL BANK | |||
| CEO/UE TRUSTEE | 13650 | BOND CLOSING COSTS | false |
| OLD NATIONAL BANK | |||
| CEO/UE TRUSTEE | 12736 | BANK SERVICE CHARGES | false |
| OLD NATIONAL BANK | |||
| CEO/UE TRUSTEE | 290540 | BOND INTEREST | false |
| FIFTH THIRD BANK | |||
| CEO/UE TRUSTEE | 3730 | NOTE PAYABLE INTEREST | false |
| FIFTH THIRD BANK | |||
| CEO/UE TRUSTEE | 13142 | BANK SERVICE CHARGES | false |
| FIFTH THIRD BANK | |||
| CEO/UE TRUSTEE | 2433896 | BOND INTEREST | false |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 8895 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 422214 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK EXCHANGE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 27345 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ENTERTAINMENT | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1254 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | 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 | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | THE UNIVERSITY UTILIZES VARIOUS BROKERAGE FIRMS TO SELL PUBLICLY TRADED STOCK THAT IS DONATED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| SCHEDULE K, PART IV, LINE 3C | THERE ARE TWO HEDGE AGREEMENTS ASSOCIATED WITH THIS BOND ISSUE. THE FIRST IS AN AGREEMENT WITH FIFTH THIRD BANK WITH A TERM OF 22.0 YEARS. THE SECOND IS AN AGREEMENT WITH OLD NATIONAL BANK WITH A TERM OF 5.5 YEARS. THE WEIGHTED AVERAGE TERM OF THE TWO SWAP AGREEMENTS IS 18.8. | |
| SCHEDULE D, PARTS VII AND IX | INVESTMENTS - OTHER SECURITIES ON THE BALANCE SHEET DO NOT EXCEED 5% OF TOTAL ASSETS. THEREFORE, DETAIL IS NOT PROVIDED ON SCHEDULE D, PART VII.OTHER ASSETS ON THE BALANCE SHEET DO NOT EXCEED 5% OF TOTAL ASSETS. THEREFORE, DETAIL IS NOT PROVIDED ON SCHEDULE D, PART IX. | |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | PRIOR TO THE PRESIDENT'S CURRENT CONTRACT RENEWAL, THE BOARD OF TRUSTEES PURCHASED BENCHMARK DATA FROM EXTERNAL CONSULTANTS. ONCE COMPENSATION WAS DETERMINED FROM A REVIEW OF THE DATA AND A CONTRACT DRAFTED, THE BOARD REQUESTED REVIEW OF THE CONTRACT BY AN ATTORNEY TO DETERMINE CONTRACT REASONABLENESS. | Form 990, Part VI, Line 15b |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | THE PRESIDENT'S ADMINISTRATIVE ASSISTANT ASSURES THAT ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE QUESTIONNAIRES ARE REVIEWED AND SUMMARIZED BY THE BOARD SECRETARY AND AUDIT COMMITTEE CHAIR. THE VICE PRESIDENT FOR FISCAL AFFAIRS AND ADMINISTRATION REVIEWS THE SUMMARY OF QUESTIONNAIRES FOR ITEMS CREATING EXPOSURE OR RISK TO THE UNIVERSITY. | Form 990, Part VI, Line 12c |
| Form 990, Part VI, Line 11: Form 990 Review Process | THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND AVAILABLE TO THE FULL BOARD OF TRUSTEES VIA THE UNIVERSITY WEBSITE. | Form 990, Part VI, Line 11 |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | RELATIONSHIP #1:NIEL ELLERBOOK, ANDREW GOEBEL, LARRY DUNIGAN, LINDA WHITE, MARJORIE SOYUGENC, ALAN BRAUN AND JOHN C. SCHROEDER, UNIVERSITY TRUSTEES, ARE ALSO ON THE OLD NATIONAL BANK CORPORATION BOARD OF DIRECTORS. ROBERT JONES, UNIVERSITY TRUSTEE, IS CEO, PRESIDENT, AND DIRECTOR OF OLD NATIONAL BANK CORPORATION.RELATIONSHIP #2:LARRY KREMER AND ALAN BRAUN, UNIVERSITY TRUSTEES, ARE ALSO ON KOCH ENTERPRISES, INC. BOARD OF DIRECTORS. ROBERT KOCH, UNIVERSITY TRUSTEE, IS CEO AND DIRECTOR OF KOCH ENTERPRISES, INC. AND IS A 48% OWNER OF KOCH ENTERPRISES, INC. RELATIONSHIP #3:LARRY KREMER, UNIVERSITY TRUSTEE, IS ALSO ON THE FIFTH THIRD BANK BOARD OF DIRECTORS. JOHN DANIEL, UNIVERSITY TRUSTEE, IS CEO,PRESIDENT, AND DIRECTOR OF FIFTH THIRD BANK.RELATIONSHIP #4:ROBERT JONES AND NIEL ELLERBROOK, UNIVERSITY TRUSTEES, ALSO SERVE ON VECTREN CORPORATION BOARD OF DIRECTORS. RELATIONSHIP #5:ANDREW GOEBEL IS ON THE BRAKE SUPPLY BOARD OF DIRECTORS. BRAKE SUPPLY IS OWNED BY KOCH ENTERPRISES, INC. ROBERT KOCH, UNIVERSITY TRUSTEE, IS CEO OF KOCH ENTERPRISES, INC. AND IS A 48% OWNER OF KOCH ENTERPRISES, INC. | Form 990, Part VI, Line 2 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | EINEIN |
|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS 13 | ||||||||
| 1800 LINCOLN AVENUE | EVANSVILLE | IN | 47722 | TRUST | IN | NA | TRUST | |
| EMPLOYEE-CONTRIBUTION VEBA TRUST | ||||||||
| 1800 LINCOLN AVENUE | EVANSVILLE | IN | 47722 | RETIREMENT TRUST | IN | NA | 501(C)(9) | 047024792 |
| EMPLOYER-CONTRIBUTION VEBA TRUST | ||||||||
| 1800 LINCOLN AVENUE | EVANSVILLE | IN | 47722 | RETIREMENT TRUST | IN | NA | 501(C)(9) | 047024793 |
| POOLED INCOME FUND | ||||||||
| 1800 LINCOLN AVENUE | EVANSVILLE | IN | 47722 | PIF | IN | UNIVEVANSVILLE | TRUST | |
| CHARITABLE REMAINDER TRUSTS 23 | ||||||||
| 1800 LINCOLN AVENUE | EVANSVILLE | IN | 47722 | TRUST | IN | UNIVEVANSVILLE | 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 |
| 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 |