KALAMAZOO COLLEGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KALAMAZOO COLLEGE (EIN 38-1358014)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-04-17
- IRS object ID
- 201301089349300120
- Schema version
- 2011v1.2
- 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 | 2013-04-17T13:50:41-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381358014 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KALAMAZOO COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KALA | NameControl |
| Phone | 2693377000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Academy St | AddressLine1 |
| City | Kalamazoo | City |
| State | MI | State |
| ZIP Code | 49006 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James Prince | Name |
| Title | Vice President | Title |
| Phone | 2693377225 | Phone |
| Date Signed | 2013-04-17 | 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 | Eileen B Wilson-Oyelaran | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Academy St | AddressLine1 |
| City | Kalamazoo | City |
| State | MI | State |
| ZIP Code | 49006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 117590435 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.kzoo.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1833 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | The mission of Kalamazoo College is to prepare its graduates to better understand, live successfully within, and provide enlightened leadership to a richly diverse and increasingly complex world. As a highly selective, nationally renowned and internationally oriented four-year college of arts and sciences, Kalamazoo College has developed a tradition of excellence in the fulfillment of this mission. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1558 | TotalNbrEmployees |
| Total Nbr Volunteers | 1200 | TotalNbrVolunteers |
| Total Gross UBI | 1388 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 349 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 36656415 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 31693605 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 53688376 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 58451093 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6576042 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4298307 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1621531 | OtherRevenuePriorYear |
| Other Revenue Current Year | 542733 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 95299302 | TotalRevenuePriorYear |
| Total Revenue Current Year | 94985738 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 21774008 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 24873660 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 27673088 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 33962514 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 100494 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 80500 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3533878 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 19059660 | OtherExpensePriorYear |
| Other Expenses Current Year | 21087894 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 68607250 | TotalExpensesPriorYear |
| Total Expenses Current Year | 80004568 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 26692052 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14981170 | RevenuesLessExpensesCY |
| Total Assets BOY | 305135340 | TotalAssetsBOY |
| Total Assets EOY | 320643029 | TotalAssetsEOY |
| Total Liabilities BOY | 70065998 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 76723047 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 235069342 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 243919982 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of Kalamazoo College is to prepare its graduates to better understand, live successfully within, and provide enlightened leadership to a richly diverse and increasingly complex world. As a highly selective, nationally renowned and internationally oriented four-year college of arts and sciences, Kalamazoo College has developed a tradition of excellence in the fulfillment of this mission. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 70475014 | Expense |
| Grants | 24873660 | Grants |
| Revenue | 58451093 | Revenue |
| Description | Higher Education: The mission of Kalamazoo College is to prepare its graduates to better understand, live successfully within, and provide enlightened leadership to a richly diverse and increasingly complex world. As a highly selective, nationally renowned. and internationally oriented four-year college of arts and sciences, Kalamazoo College has developed a tradition of excellence in the fulfillment of this mission. College enrollment for the fall quarter of 2011 was 1,403 students. | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 70475014 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 203 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1558 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| Name Of Foreign Country | KE | NameOfForeignCountry |
| Name Of Foreign Country | MX | NameOfForeignCountry |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Catherine Bonnes | NamePerson |
| Telephone Number | 2693377228 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Academy Street | AddressLine1 |
| City | Kalamazoo | City |
| State | MI | State |
| ZIP Code | 49006 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Donald R Parfet | |||||||
| Chair | 2 | X | 0 | 0 | 0 | ||
| Charlotte H Hall | |||||||
| Vice Chair | 2 | X | 0 | 0 | 0 | ||
| S Si Johnson | |||||||
| Vice President | 2 | X | 0 | 0 | 0 | ||
| Eugene V N Bissell | |||||||
| Treasurer | 2 | X | 0 | 0 | 0 | ||
| Amy S Courter | |||||||
| Secretary | 2 | X | 0 | 0 | 0 | ||
| Alexandra K Altman | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Roger E Brownell | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Jevon A Caldwell-Gross | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Erin M P Charnley | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| James A Clayton | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Harold J Decker | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Helen B Etkin | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Fred D Fischer | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Gwen A Fountain | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Mary Armacost Hulst | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Robert O Kramer | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Alexander C Lipsey | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Hans P Morefield | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Jody K Olsen | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Gail A Raiman | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| William C Richardson | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| James A Robideau | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Mary Beth Sarhatt | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| William R Stoeri | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Jon L Stryker | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Ronda E Stryker | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Bonnie Wachter Swenby | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Amy E Upjohn | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| William F Williams | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Richard E Yehle | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Debra L Yourick | |||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||
| Eileen B Wilson-Oyelaran | |||||||
| President | 40 | X | 299869 | 0 | 55826 | X | |
| Albert DeSimone | |||||||
| VP College Advancement | 40 | 181908 | 0 | 58707 | X | ||
| Michael A McDonald | |||||||
| Provost | 40 | 169770 | 0 | 17792 | X | ||
| James E Prince | |||||||
| Vice-President Business and Finance | 40 | 166614 | 0 | 29391 | X | ||
| Sarah Westfall | |||||||
| VP Student Dev/Dean of Students | 40 | 119971 | 0 | 18909 | X | ||
| Jaime Grant | |||||||
| Executive Director, Arcus Center for Social Justice Leadership | 40 | 129096 | 0 | 20299 | X | ||
| Jan Tobochnik | |||||||
| Dow Distinquished professor of Physics | 40 | 124946 | 0 | 65521 | X | ||
| Donna Lartigue | |||||||
| Associate Director, Arcus Center for Social Justice Leadership | 40 | 118532 | 0 | 16300 | X | ||
| Gregory Diment | |||||||
| Associate Provost IS | 40 | 117107 | 0 | 25604 | X | ||
| Paul Manstrom | |||||||
| Associate VP for Facilities Management | 40 | 109351 | 0 | 29380 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1537164 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 337729 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Kirco Manix | |||||
| 101 W Big Beaver Rd Ste 200 | Troy | MI | 48084 | Construction Contractor | 8198691 |
| Sodexo | |||||
| 90 S High St | Dublin | OH | 43017 | Campus Food Services | 2465885 |
| Studio Gang Architects LTD | |||||
| 1212 N Ashland Ave Ste 212 | Chicago | IL | 60622 | Architectural | 442740 |
| The Collaborative Inc | |||||
| 500 Madison Ave | Toledo | OH | 43604 | College Master Plan | 180500 |
| Cambridge Associates LLC | |||||
| 100 Summer St Ste 1300 | Boston | MA | 02110 | Investment Advisors | 125437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 24404 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 242965 | GovernmentGrants |
| All Other Contributions | 31426236 | AllOtherContributions |
| Noncash Contributions | 6435189 | NoncashContributions |
| Total Contributions | 31693605 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and fees | 611310 | 50446034 | 50446034 | 0 | $0 |
| Room and board | 611310 | 6386554 | 6386554 | 0 | $0 |
| Other revenue | 611310 | 1618505 | 1615207 | 3298 | $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 | 58451093 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 828393 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -11140 | UnrelatedBusinessRevenue |
| Exclusion | $839,533 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30942 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $30,942 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| 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 |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 295650 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 195622 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 100028 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100028 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $100,028 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25039988 | Securities |
| Other | 196311 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21307223 | Securities |
| Other | 490104 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3732765 | Securities |
| Other | -293793 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3438972 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,438,972 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 9638 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 24404 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 18263 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8625 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$8,625 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1044815 | GrossSalesOfInventory |
| Cost Of Goods Sold | 593485 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 451330 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 9230 | UnrelatedBusinessRevenue |
| Exclusion | $442,100 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94985738 | TotalRevenueColumn |
| Related Or Exempt Function Income | 58447795 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1388 | UnrelatedBusinessRevenue |
| Exclusion | $4,842,950 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24873660 | Total |
| Program Services | 24873660 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1196809 | Total |
| Program Services | 354787 | ProgramServices |
| Management And General | 588596 | ManagementAndGeneral |
| Fundraising | 253426 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20537743 | Total |
| Program Services | 16756843 | ProgramServices |
| Management And General | 2076732 | ManagementAndGeneral |
| Fundraising | 1704168 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1500380 | Total |
| Program Services | 1237034 | ProgramServices |
| Management And General | 141680 | ManagementAndGeneral |
| Fundraising | 121666 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9358583 | Total |
| Program Services | 7223986 | ProgramServices |
| Management And General | 1424280 | ManagementAndGeneral |
| Fundraising | 710317 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1368999 | Total |
| Program Services | 1121683 | ProgramServices |
| Management And General | 134756 | ManagementAndGeneral |
| Fundraising | 112560 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99952 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 99952 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71700 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 71700 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80500 | Total |
| Fundraising | 80500 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371340 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 371340 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1086704 | Total |
| Program Services | 665351 | ProgramServices |
| Management And General | 371343 | ManagementAndGeneral |
| Fundraising | 50010 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117960 | Total |
| Program Services | 77843 | ProgramServices |
| Management And General | 17709 | ManagementAndGeneral |
| Fundraising | 22408 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2389703 | Total |
| Program Services | 1730562 | ProgramServices |
| Management And General | 494637 | ManagementAndGeneral |
| Fundraising | 164504 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550953 | Total |
| Program Services | 379847 | ProgramServices |
| Management And General | 161106 | ManagementAndGeneral |
| Fundraising | 10000 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2370436 | Total |
| Program Services | 2243348 | ProgramServices |
| Management And General | 80055 | ManagementAndGeneral |
| Fundraising | 47033 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3554092 | Total |
| Program Services | 3316395 | ProgramServices |
| Management And General | 80784 | ManagementAndGeneral |
| Fundraising | 156913 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 773739 | Total |
| Program Services | 623312 | ProgramServices |
| Management And General | 87800 | ManagementAndGeneral |
| Fundraising | 62627 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1215554 | Total |
| Program Services | 1036809 | ProgramServices |
| Management And General | 178745 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2390856 | Total |
| Program Services | 2307750 | ProgramServices |
| Management And General | 41553 | ManagementAndGeneral |
| Fundraising | 41553 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210846 | Total |
| Program Services | 203962 | ProgramServices |
| Management And General | 3442 | ManagementAndGeneral |
| Fundraising | 3442 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Study Abroad | 3787786 | 3787786 | 0 | 0 |
| Indirect Cost Allocation | 0 | 1420158 | -1368251 | -51907 |
| Perkins | 32432 | 0 | 32432 | 0 |
| Miscellaneous | 2063841 | 1113898 | 905285 | 44658 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80004568 | Total |
| Program Services | 70475014 | ProgramServices |
| Management And General | 5995676 | ManagementAndGeneral |
| Fundraising | 3533878 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32534471 | BOY |
| EOY | 24155561 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29179737 | BOY |
| EOY | 46402213 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 827549 | BOY |
| EOY | 485476 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7375853 | BOY |
| EOY | 7196769 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 666229 | BOY |
| EOY | 671955 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 870508 | BOY |
| EOY | 1400617 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 121444897 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 50162435 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60981480 | BOY |
| EOY | 71282462 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113263350 | BOY |
| EOY | 111276307 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59436163 | BOY |
| EOY | 57771669 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305135340 | BOY |
| EOY | 320643029 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4036606 | BOY |
| EOY | 5978393 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1005265 | BOY |
| EOY | 906020 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36420000 | BOY |
| EOY | 35505000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28604127 | BOY |
| EOY | 34333634 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70065998 | BOY |
| EOY | 76723047 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72369076 | BOY |
| EOY | 63809749 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79925593 | BOY |
| EOY | 75869535 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82774673 | BOY |
| EOY | 104240698 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235069342 | BOY |
| EOY | 243919982 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305135340 | BOY |
| EOY | 320643029 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 14981170 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -6130530 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 155218448 | BeginningOfYearBalance |
| Contributions | 22396461 | Contributions |
| Investment Earnings Or Losses | -1298112 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1462196 | GrantsOrScholarships |
| Other Expenditures | 4987365 | OtherExpenditures |
| Administrative Expenses | 371340 | AdministrativeExpenses |
| End Of Year Balance | 169495896 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 131557148 | BeginningOfYearBalance |
| Contributions | 3017106 | Contributions |
| Investment Earnings Or Losses | 28423095 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1816291 | GrantsOrScholarships |
| Other Expenditures | 5480623 | OtherExpenditures |
| Administrative Expenses | 481987 | AdministrativeExpenses |
| End Of Year Balance | 155218448 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 122589205 | BeginningOfYearBalance |
| Contributions | 651351 | Contributions |
| Investment Earnings Or Losses | 16722621 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1569247 | GrantsOrScholarships |
| Other Expenditures | 6336281 | OtherExpenditures |
| Administrative Expenses | 500501 | AdministrativeExpenses |
| End Of Year Balance | 131557148 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 156906549 | BeginningOfYearBalance |
| Contributions | 3614928 | Contributions |
| Investment Earnings Or Losses | -28831929 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1215195 | GrantsOrScholarships |
| Other Expenditures | 7415449 | OtherExpenditures |
| Administrative Expenses | 469699 | AdministrativeExpenses |
| End Of Year Balance | 122589205 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.19 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.59 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.22 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1957772 | OtherCostOrOtherBasis |
| Book Value | 1957772 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1635556 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 78776886 | OtherCostOrOtherBasis |
| Depreciation | 33230216 | Depreciation |
| Book Value | 47182226 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 24025571 | OtherCostOrOtherBasis |
| Depreciation | 16932219 | Depreciation |
| Book Value | 7093352 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 15049112 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 15049112 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 71282462 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Hedge Funds | 26856950 | F |
| Private Equity Funds | 13993565 | F |
| Charitable Remainder Trusts & Gift Annuities | 16921154 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 57771669 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Postretirement Benefit | $21,788,588 |
| Annuities Payable | $2,942,025 |
| Payable to other Beneficiaries | $3,009,062 |
| Federal Perkins loans | $6,593,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 34333634 | TotalOfAmounts |
| Total Revenue | 94985738 | TotalRevenue |
| Total Expenses | 80004568 | TotalExpenses |
| Excess Or Deficit For Year | 14981170 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6130530 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | -6130530 | TotalAdjustments |
| Excess Or Deficit Per FS | 8850640 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 88606219 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6130530 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -489397 | OtherRevenues |
| Revenue Not Rptd F990 | -6619927 | RevenueNotRptdF990 |
| Revenue Subtotal | 95226146 | RevenueSubtotal |
| Investment Expenses Not Included | 371340 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -611748 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -240408 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 94985738 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 79755579 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 611748 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 611748 | ExpensesNotRptdF990 |
| Expenses Subtotal | 79143831 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 371340 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 489397 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 860737 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 80004568 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The College's endowment consists of approximately 500 individual funds established for a variety of purposes. These funds provide support for instruction, academic support departments, student services, institutional support departments, physical plant maintenance and improvements, public service programs, and scholarships, as well as, general operating support. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Uncollectible pledge expense and payments to beneficiaries of reserved income funds. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Expenses from fundraising events and cost of sales of inventory. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Fundraising event expense and cost of sales of inventory. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Uncollectible pledge expense and payments to beneficiaries of reserved income funds. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 0 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | The following statement appears in the College catalogue: "Kalamazoo College is committed to equal rights, equal opportunities, and equal protection under the law. The College administers its programs without regard to race, color, religion, age, sex, national origin, height, weight, marital status, familial status, physical disability as protected by law, or sexual orientation. The College's definition of sexual orientation proscribes discrimination based on a person's heterosexuality, homosexuality, bisexuality, or gender identity, actual or presumed." Kalamzoo College draws a substantial percentage of its students from outside the Kalamazoo community including other areas of Michigan, the United States, and foreign countries and follows a racially nondiscriminatory policy as to students. Publication is not required under Rev Proc 75-50, Section 4.03-2(b). |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | Kalamazoo College participates in the following campus-based financial aid programs: SEOG, FWSP, Perkins (NDSL). In addition, students from the College are recipients of Pell grants, Guaranteed Student Loans, National Science Scholars Program, and Parent Loans. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 1 | Program Services | Higher Education | 1073989 |
| Europe (including Iceland and Greenland) | 0 | 9 | Program Services | Higher Education | 1728020 |
| Middle East and North Africa | 0 | 0 | Program Services | Higher Education | 13155 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Higher Education | 23177 |
| South America | 0 | 3 | Program Services | Higher Education | 637960 |
| South Asia | 0 | 0 | Program Services | Higher Education | 131973 |
| Sub-Saharan Africa | 0 | 5 | Program Services | Higher Education | 179512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 18 | TotalNumberOfEmployees |
| Total Amount Spent | 3787786 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | 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 | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wilson Bennett Technology Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 professional Dr Ste 2 | AddressLine1 |
| City | Cabot | City |
| State | AR | State |
| ZIP Code | 72023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Phonathon | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 405607 | GrossReceipts |
| Amount Retained By Contractor | 78000 | AmountRetainedByContractor |
| Net To Organization | 327607 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 405607 | TotalGrossReceipts |
| Total Retained By Contractors | 78000 | TotalRetainedByContractors |
| Total Net To Organization | 327607 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AL | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WV | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Outing | NameOfEvent1 |
| Gross Receipts Event1 | 34042 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 24404 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 9638 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 2706 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 15557 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 34042 | GrossReceiptsTotal |
| Charitable Contributions Total | 24404 | CharitableContributionsTotal |
| Gross Revenue Total Events | 9638 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 2706 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 15557 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 18263 | DirectExpenseSummaryEvents |
| Net Income Summary | -8625 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | See Schedule I, Part IV, Statement 1 | TypeOfGrant |
| Number Of Recipients | 1374 | NumberOfRecipients |
| Amount Of Cash Grant | 24873660 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Description Of Non Cash Assistance | Schedule I, Part I, Line 2 - Scholarships are awarded based on established criteria, including donor restrictions. | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Scholarships are awarded based on established criteria, including donor restrictions. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Eileen B Wilson-Oyelaran | |||||||||||||
| 299869 | 0 | 0 | 0 | 0 | 0 | 30896 | 0 | 24930 | 0 | 355695 | 0 | 0 | 0 |
| Albert DeSimone | |||||||||||||
| 181908 | 0 | 0 | 0 | 0 | 0 | 19549 | 0 | 39158 | 0 | 240615 | 0 | 0 | 0 |
| James E Prince | |||||||||||||
| 166614 | 0 | 0 | 0 | 0 | 0 | 17501 | 0 | 11890 | 0 | 196005 | 0 | 0 | 0 |
| Michael A McDonald | |||||||||||||
| 169770 | 0 | 0 | 0 | 0 | 0 | 17364 | 0 | 428 | 0 | 187562 | 0 | 0 | 0 |
| Jan Tobochnik | |||||||||||||
| 124946 | 0 | 0 | 0 | 0 | 0 | 12865 | 0 | 52656 | 0 | 190467 | 0 | 0 | 0 |
| Jaime Grant | |||||||||||||
| 129096 | 0 | 0 | 0 | 0 | 0 | 396 | 0 | 19903 | 0 | 149395 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | The President is required to live in housing provided on campus. The value of this housing is excluded from taxable income. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michigan Finance Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 800596186 | IssuerEIN |
| Date Issued | 2011-06-09 | DateIssued |
| Issue Price | 34250000 | IssuePrice |
| Description Of Purpose | Refunding 2000,2003,2007 & construct & equip athletics facilities & fields | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 535000 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 34280942 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 21979763 | RefundingEscrow |
| Issuance Costs From Proceeds | 270237 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 9954033 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 2076909 | AmountUnspent |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.001 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.001 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchK_P02_S00_L03 | Identifier |
| Return Reference | Schedule K, Part II, Line 3 | ReturnReference |
| Explanation | Proceeds plus earnings on unspent proceeds | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Ronda Stryker | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Spouse owns Radisoon Plaza Hotel | Relationship |
| Amount Of Transaction | 27877 | AmountOfTransaction |
| Description Of Transaction | Event Services and Accomodations | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Not capitalized | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Value not recorded | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 34 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6435189 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Avg Daily Stock price | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Equipment | 1 | 0 | Not capitalized |
| X | Alumni event expense | 2 | 0 | Value not recorded |
| X | Music Score | 1 | 0 | Value not recorded |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P04_S00_L08 | Form 990, Part IV, Line 8 | The College maintains a substantial collection of artwork and rare books for educational purposes and public exhibition. Schedule D, Part III is not completed because the collection is not capitalized and does not meet the definition under SFAS 116. |
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Jon L. Stryker and Ronda E. Stryker are siblings. |
| F990_P06_S0A_L04 | Form 990, Part VI, Section A, Line 4 | Revised language in By-Laws Article XIV Discrimination Prohibited - An equal opportunity employer, Kalamazoo College is committed to equal rights, equal opportunities, and equal protection under the law. The College administers its programs, activities, and services without regard to race, color, religion, age, sex, national origin, height, weight, marital status, familial status, physical disability as protected by law, or sexual orientation. The College's definition of sexual orientation proscribes discrimination based on a person's heterosexuality, homosexuality, bisexuality, or gender identity, actual or presumed. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The Forms 990 and 990T are provided to the Audit Committee of the Board of Trustees for review. A meeting is convened with the Audit Committee and the Vice President for Business and Finance to review and discuss the Forms 990 and 990T. After receiving the Audit Committee's approval, the Forms 990 and 990T are provided to the full Board of Trustees for review and comment. After sufficient time for review and comment by the full Board of Trustees, the forms 990 and 990T are timely filed. Schedule B is not provided to the Audit Committee or the full Board of Trustees in order to maintain the confidential identity of donors. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The conflict of interst policy is provided to every Trustee and Officer in October. Every recipient is asked to return a disclosure form that discloses any potential relationships that may represent a conflict of interest and discloses any gifts or loans from entities with which the College has significant business dealings. The form also asks Trustees to acknowledge that they have read the conflict of interest policy and confirm that they have no knowledge of any real or potential violation of the policy and that they will refrain from taking any unfair advantage of any information obtained in their role as Trustee or Officer. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The compensation of the President is reviewed annually by the Board of Trustees. As part of this process, the President's compensation is compared to a cohort of similar institutions, the Great Lakes College Association. The result of the deliberations and decisions are documented in a statement of salary letter sent to the President and the Vice President for Business and Finance. The compensation of the College officers is determined annually by the President and compared with compensation of similarly placed officers of Great Lakes College Association institutions. The officer compensation is submitted to the Executive Committee of the Board of Trustees for review. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Kalamazoo College is organized under Michigan statute MCL Section 390.751 through 390.761. The bylaws and conflict of interest policy are available by request. The financial statements are also available by request, posted on the College's website, and made available in the College library. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Unrealized gains on investments. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Business Name Line2NameOfDisregardedEntity/BusinessNameLine2 | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2DirectControllingEntityName/BusinessNameLine2 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Genevieve U Gilmore Endowment For The Arts | ||||||||||||
| PNC Bank | 108 E Michigan | Kalamazoo | MI | 49007 | 386470228 | Trust FBO Kalamazoo College | MI | 501(c)(3) | Line 11 c | Kalamazoo | College | 0 |
| Dorothy Hinkley Heyl Irrev Charitable Trust | ||||||||||||
| FBO Kalamazoo College PNC | 171 Monroe NW Z2-700-03-4 | Grand Rapids | MI | 49503 | 386572671 | Trust FBO Kalamazoo College | MI | 501(c)(3) | Line 11d | Kalamazoo | College | 0 |
| L Lee Stryker Memorial Trust | ||||||||||||
| Fifth Third Bank Trust Dept | P O Box 3636 | Grand Rapids | MI | 49503 | 386385367 | Trust FBO Kalamazoo College | MI | 501(c)(3) | Line 11d | Kalamazoo | College | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Business Name Line2NameOfOtherOrganization/BusinessNameLine2 | Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|---|
| Genevieve U Gilmore Endowment For The Arts | |||
| PNC Bank | r | 29950 | Cash Distribution |
| Dorothy Hinkley Heyl Irrev Charitable Trust | |||
| FBO Kalamazoo College PNC | r | 38903 | Cash Distribution |
| L Lee Stryker Memorial Trust | |||
| Fifth Third Bank Trust Dept | r | 34623 | Cash Distribution |