2013-04-17T13:50:41-07:00 2012-06-30 990 2011-07-01 381358014 KALAMAZOO COLLEGE KALA 2693377000 1200 Academy St Kalamazoo MI 49006 James Prince 2693377225 2013-04-17 2011 2016-03-07 17:11:31Z Eileen B Wilson-Oyelaran 1200 Academy St Kalamazoo MI 49006 117590435 0 X www.kzoo.edu X 1833 MI 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. 32 31 1558 1200 1388 349 36656415 31693605 53688376 58451093 6576042 4298307 -1621531 542733 95299302 94985738 21774008 24873660 0 0 27673088 33962514 100494 80500 3533878 19059660 21087894 68607250 80004568 26692052 14981170 305135340 320643029 70065998 76723047 235069342 243919982 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. 0 0 70475014 24873660 58451093 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. 0 0 0 70475014 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 1 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 1 203 0 1 1558 1 1 1 1 FR GM KE MX SP 0 0 0 0 0 0 0 0 X 32 31 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AK AZ CO KY MA MD NH NY OH OK OR SC WA X Catherine Bonnes 2693377228 1200 Academy Street Kalamazoo MI 49006 Donald R Parfet 2 X 0 0 0 Charlotte H Hall 2 X 0 0 0 S Si Johnson 2 X 0 0 0 Eugene V N Bissell 2 X 0 0 0 Amy S Courter 2 X 0 0 0 Alexandra K Altman 2 X 0 0 0 Roger E Brownell 2 X 0 0 0 Jevon A Caldwell-Gross 2 X 0 0 0 Erin M P Charnley 2 X 0 0 0 James A Clayton 2 X 0 0 0 Harold J Decker 2 X 0 0 0 Helen B Etkin 2 X 0 0 0 Fred D Fischer 2 X 0 0 0 Gwen A Fountain 2 X 0 0 0 Mary Armacost Hulst 2 X 0 0 0 Robert O Kramer 2 X 0 0 0 Alexander C Lipsey 2 X 0 0 0 Hans P Morefield 2 X 0 0 0 Jody K Olsen 2 X 0 0 0 Gail A Raiman 2 X 0 0 0 William C Richardson 2 X 0 0 0 James A Robideau 2 X 0 0 0 Mary Beth Sarhatt 2 X 0 0 0 William R Stoeri 2 X 0 0 0 Jon L Stryker 2 X 0 0 0 Ronda E Stryker 2 X 0 0 0 Bonnie Wachter Swenby 2 X 0 0 0 Amy E Upjohn 2 X 0 0 0 William F Williams 2 X 0 0 0 Richard E Yehle 2 X 0 0 0 Debra L Yourick 2 X 0 0 0 Eileen B Wilson-Oyelaran 40 X X 299869 0 55826 Albert DeSimone 40 X 181908 0 58707 Michael A McDonald 40 X 169770 0 17792 James E Prince 40 X 166614 0 29391 Sarah Westfall 40 X 119971 0 18909 Jaime Grant 40 X 129096 0 20299 Jan Tobochnik 40 X 124946 0 65521 Donna Lartigue 40 X 118532 0 16300 Gregory Diment 40 X 117107 0 25604 Paul Manstrom 40 X 109351 0 29380 1537164 0 337729 14 0 1 0 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 8 0 0 24404 0 242965 31426236 6435189 31693605 Tuition and fees 611310 50446034 50446034 0 0 Room and board 611310 6386554 6386554 0 0 Other revenue 611310 1618505 1615207 3298 0 0 0 0 0 58451093 828393 0 -11140 839533 30942 0 0 30942 0 0 0 0 295650 0 195622 0 100028 0 100028 0 0 100028 25039988 196311 21307223 490104 3732765 -293793 3438972 0 0 3438972 9638 24404 18263 -8625 0 -8625 1044815 593485 451330 0 9230 442100 0 94985738 58447795 1388 4842950 0 0 24873660 24873660 0 0 0 0 1196809 354787 588596 253426 0 0 0 0 20537743 16756843 2076732 1704168 1500380 1237034 141680 121666 9358583 7223986 1424280 710317 1368999 1121683 134756 112560 0 0 0 0 99952 0 99952 0 71700 0 71700 0 0 0 0 0 80500 80500 371340 0 371340 0 1086704 665351 371343 50010 117960 77843 17709 22408 2389703 1730562 494637 164504 550953 379847 161106 10000 0 0 0 0 2370436 2243348 80055 47033 3554092 3316395 80784 156913 0 0 0 0 773739 623312 87800 62627 1215554 1036809 178745 0 0 0 0 0 2390856 2307750 41553 41553 210846 203962 3442 3442 Study Abroad 3787786 3787786 0 0 Indirect Cost Allocation 0 1420158 -1368251 -51907 Perkins 32432 0 32432 0 Miscellaneous 2063841 1113898 905285 44658 80004568 70475014 5995676 3533878 32534471 24155561 29179737 46402213 827549 485476 0 0 0 0 7375853 7196769 666229 671955 870508 1400617 121444897 50162435 60981480 71282462 113263350 111276307 59436163 57771669 0 0 0 0 305135340 320643029 4036606 5978393 0 0 1005265 906020 36420000 35505000 0 0 0 0 0 0 0 0 28604127 34333634 70065998 76723047 X 72369076 63809749 79925593 75869535 82774673 104240698 235069342 243919982 305135340 320643029 X 14981170 -6130530 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 155218448 22396461 -1298112 1462196 4987365 371340 169495896 131557148 3017106 28423095 1816291 5480623 481987 155218448 122589205 651351 16722621 1569247 6336281 500501 131557148 156906549 3614928 -28831929 1215195 7415449 469699 122589205 0.19 0.59 0.22 0 1 1 0 1957772 1957772 1635556 78776886 33230216 47182226 0 0 0 0 0 24025571 16932219 7093352 0 15049112 0 15049112 71282462 Hedge Funds 26856950 F Private Equity Funds 13993565 F Charitable Remainder Trusts & Gift Annuities 16921154 F 57771669 0 Postretirement Benefit 21788588 Annuities Payable 2942025 Payable to other Beneficiaries 3009062 Federal Perkins loans 6593959 34333634 94985738 80004568 14981170 -6130530 0 0 0 0 -6130530 8850640 88606219 -6130530 0 0 -489397 -6619927 95226146 371340 -611748 -240408 94985738 79755579 0 0 0 611748 611748 79143831 371340 489397 860737 80004568 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. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 The 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. 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 0 18 3787786 0 0 0 0 0 0 X X X X X X X 1 Wilson Bennett Technology Inc 140 professional Dr Ste 2 Cabot AR 72023 Phonathon 0 405607 78000 327607 405607 78000 327607 AK AL AR AZ CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV Golf Outing 34042 24404 9638 0 2706 0 0 0 15557 0 0 34042 24404 9638 0 2706 0 0 0 15557 18263 -8625 1 See Schedule I, Part IV, Statement 1 1374 24873660 0 Schedule I, Part I, Line 2 - Scholarships are awarded based on established criteria, including donor restrictions. SchI_P01_S00_L02 Schedule I, Part I, Line 2 Scholarships are awarded based on established criteria, including donor restrictions. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 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 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The President is required to live in housing provided on campus. The value of this housing is excluded from taxable income. Michigan Finance Authority 800596186 2011-06-09 34250000 Refunding 2000,2003,2007 & construct & equip athletics facilities & fields 0 0 0 535000 0 34280942 0 0 21979763 270237 0 0 9954033 0 2076909 1 1 0 1 0 0 0 0 0 0.001 0.001 1 0 0 0 0 0 1 SchK_P02_S00_L03 Schedule K, Part II, Line 3 Proceeds plus earnings on unspent proceeds Ronda Stryker Spouse owns Radisoon Plaza Hotel 27877 Event Services and Accomodations 0 X 2 0 Not capitalized X 0 Value not recorded X 34 6435189 Avg Daily Stock price X Equipment 1 0 Not capitalized X Alumni event expense 2 0 Value not recorded X Music Score 1 0 Value not recorded 0 0 1 0 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. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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