FRANKLIN COLLEGE OF INDIANA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FRANKLIN COLLEGE OF INDIANA (EIN 35-0868086)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-13
- IRS object ID
- 201340729349300209
- 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 | 2013-03-13T11:00:02-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 River Crossing Parkway | AddressLine1 |
| Address Line2 | Suite 300 | AddressLine2 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 462400977 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868086 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRAN | NameControl |
| Phone | 3177388000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Branigin Blvd | AddressLine1 |
| City | Franklin | City |
| State | IN | State |
| ZIP Code | 46131 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL SCHLUGE | Name |
| Title | VP OF FINANCE | Title |
| Date Signed | 2013-03-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nicole Bencik | Name |
| PTIN | P00756195 | PTIN |
| Phone | 3175698989 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MOSELY | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Branigin Blvd | AddressLine1 |
| City | Franklin | City |
| State | IN | State |
| ZIP Code | 46131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 64186616 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FRANKLINCOLLEGE.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1834 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | FRANKLIN COLLEGE SHALL ATTAIN EXCELLENCE AS A LIBERAL ARTS TEACHING AND LEARNING UNDERGRADUATE COMMUNITY. THE COLLEGE SHALL MOTIVATE AND PREPARE ITS GRADUATES FOR LIVES OF EXCELLENCE, LEADERSHIP, & SERVICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1020 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 30579 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5147249 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9124775 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30830842 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 31097003 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2258733 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2435284 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 110500 | OtherRevenuePriorYear |
| Other Revenue Current Year | 116362 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 38347324 | TotalRevenuePriorYear |
| Total Revenue Current Year | 42773424 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11661534 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12163595 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14943805 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14694790 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 89525 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1534780 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12396160 | OtherExpensePriorYear |
| Other Expenses Current Year | 12787727 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 39001499 | TotalExpensesPriorYear |
| Total Expenses Current Year | 39735637 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -654175 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3037787 | RevenuesLessExpensesCY |
| Total Assets BOY | 140934328 | TotalAssetsBOY |
| Total Assets EOY | 139645264 | TotalAssetsEOY |
| Total Liabilities BOY | 19605412 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17818733 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 121328916 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 121826531 | NetAssetsOrFundBalancesEOY |
| Mission Description | FRANKLIN COLLEGE SHALL ATTAIN EXCELLENCE AS A PERSONAL, PARTICIPATORY, VALUES-FOCUSED, CAREER-SENSITIVE, LIBERAL ARTS TEACHING AND LEARNING UNDERGRADUATE COMMUNITY. THE COLLEGE SHALL MOTIVATE AND PREPARE ITS GRADUATES FOR PRODUCTIVE AND SATISFYING LIVES OF EXCELLENCE, LEADERSHIP AND SERVICE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 15884496 | Expense |
| Revenue | 25528660 | Revenue |
| Description | INSTRUCTION - DESIGNING AND DELIVERING THE ACADEMIC CURRICULUM FOR UNDERGRADUATE STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12163595 | Expense |
| Grants | 12163595 | Grants |
| Description | SCHOLARSHIPS - GRANTS TO STUDENTS TO REDUCE STUDENTS' COST OF ATTENDANCE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7348092 | Expense |
| Revenue | 5676575 | Revenue |
| Description | STUDENT SERVICES - ACTIVITIES RELATED TO STUDENTS' LIVES OUTSIDE THE CLASSROOM. THIS INCLUDES: STUDENT AFFAIRS, RESIDENCE LIFE, COLLEGE CHAPLAIN, ADMISSIONS, FINANCIAL AID OFFICE, ACADEMIC RECORDS, AND ATHLETICS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 35396183 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | 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 | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1534 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1020 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | 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 |
| 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 |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniel Schluge | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3177388027 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 BRANIGIN BLVD | AddressLine1 |
| City | Franklin | City |
| State | IN | State |
| ZIP Code | 46131 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| CHRISTI FIELDS | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| JAMES DUE | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| JAMES NAPOLITAN | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| JOHN AULD JR | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| MARY ANN COLLIER | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| PETER CANGANY | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| PHILIP POWELL | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| ROBERT SCHAFSTALL | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| SUSAN DEVOSS | |||||||
| CHAIR OF THE BOARD | 2.00 | X | X | 0 | 0 | 0 | |
| SUSAN WILLIAMS | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| THERESSA WRIGHT | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| WILLIAM BROWN | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| WILLIAM RECEVEUR III | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| CLIFFORD H DIETZ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CONSTANCE VAN VALER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DAN THOMASSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DEAN ABPLANALP | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DEBORAH DAVIS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DEVIN ANDERSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DOUGLAS TILLMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES FRISCHE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES HOOVER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JANE REPP | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JEFFERY HOLT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN CHIAROTTI | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN DICKERSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARGOT ECCLES | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARK HARRISON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL O'DELL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PAMELA HICKS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| R MARTIN UMBARGER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RAFAEL SANCHEZ JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| REINHARD BOCKSTETTE | |||||||
| TRUSTEE - PARTIAL YEAR | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT DEVOSS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN HUDDLESTON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| VON BOLL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WIL NELP | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WORTHE HOLT JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ALAN HILL | |||||||
| VICE PRESIDENT FOR ENROLLMENT & MARKETING | 40.00 | X | 143426 | 0 | 41004 | ||
| BRYAN SPETTER | |||||||
| VICE PRESIDENT FOR FINANCE | 40.00 | X | 119450 | 0 | 16459 | ||
| DAVID BRAILOW | |||||||
| VICE PRESIDENT FOR ACADEMIC AFFAIRS | 40.00 | X | 127942 | 0 | 35631 | ||
| JAMES MEYER | |||||||
| VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT | 40.00 | X | 145654 | 0 | 39242 | ||
| JAMES MOSELEY | |||||||
| PRESIDENT | 40.00 | X | 262093 | 0 | 73188 | ||
| LISA FEARS | |||||||
| VICE PRESIDENT FOR PLANNING, PLANT & TECHNOLOGY | 40.00 | X | 109301 | 0 | 18765 | ||
| ELLIS HALL | |||||||
| DEAN OF STUDENTS | 40.00 | 108190 | 0 | 19365 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1016056 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 243654 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO INC | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | FOOD SERVICE | 1755377 |
| CINCINNATI FLOOR COMPANY INC | |||||
| 8320 BROOKVILLE RD | INDIANAPOLIS | IN | 46239 | FLOORING | 331674 |
| SHIEL SEXTON COMPANY INC | |||||
| 902 N CAPITOL AVE | INDIANAPOLIS | IN | 46204 | CONSTRUCTION MANAGEMENT | 229940 |
| BRUSCO LLC | |||||
| 851 OVERSTREET ST | FRANKLIN | IN | 46131 | EXCAVATION | 214547 |
| MINDPOWER | |||||
| 337 GEORGIA AVE SE | ATLANTA | GA | 30312 | RECRUITMENT | 150000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Fundraising Events | 40454 | FundraisingEvents |
| Government Grants | 228415 | GovernmentGrants |
| All Other Contributions | 8855906 | AllOtherContributions |
| Noncash Contributions | 3960486 | NoncashContributions |
| Total Contributions | 9124775 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 25420428 | 25420428 |
| AUXILIARY ENTERPRISES | 611600 | 5676575 | 5676575 |
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 | 31097003 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1824914 | TotalRevenueColumn |
| Unrelated Business Revenue | 24374 | UnrelatedBusinessRevenue |
| Exclusion | $1,800,540 | 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 | 57593 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6473 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 51120 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51120 | TotalRevenueColumn |
| Unrelated Business Revenue | 5205 | UnrelatedBusinessRevenue |
| Exclusion | $45,915 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21992763 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21382393 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 610370 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 610370 | TotalRevenueColumn |
| Exclusion | $610,370 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 10051 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 40454 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 24326 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -14275 | TotalRevenueColumn |
| Exclusion | -$14,275 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MISCELLANEOUS INCOME | 990009 | 78517 | 78517 | |
| FITNESS FACILITY | 713940 | 1000 | 1000 |
Miscellaneous Revenue MiscellaneousRevenue
| 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 Other Revenue | 79517 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42773424 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31175520 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 30579 | UnrelatedBusinessRevenue |
| Exclusion | $2,442,550 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12163595 | Total |
| Program Services | 12163595 | 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 | 1296232 | Total |
| Program Services | 272391 | ProgramServices |
| Management And General | 846707 | ManagementAndGeneral |
| Fundraising | 177134 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239896 | Total |
| Management And General | 239896 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10602404 | Total |
| Program Services | 9630324 | ProgramServices |
| Management And General | 252771 | ManagementAndGeneral |
| Fundraising | 719309 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1040509 | Total |
| Program Services | 891774 | ProgramServices |
| Management And General | 59644 | ManagementAndGeneral |
| Fundraising | 89091 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 689516 | Total |
| Program Services | 632362 | ProgramServices |
| Management And General | 11878 | ManagementAndGeneral |
| Fundraising | 45276 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 826233 | Total |
| Program Services | 704883 | ProgramServices |
| Management And General | 62325 | ManagementAndGeneral |
| Fundraising | 59025 | 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 | 8004 | Total |
| Management And General | 8004 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102440 | Total |
| Management And General | 102440 | 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 | 89525 | Total |
| Fundraising | 89525 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221988 | Total |
| Management And General | 221988 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2430120 | Total |
| Program Services | 2302099 | ProgramServices |
| Management And General | 102790 | ManagementAndGeneral |
| Fundraising | 25231 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21808 | Total |
| Program Services | 21808 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 661447 | Total |
| Program Services | 414657 | ProgramServices |
| Management And General | 41891 | ManagementAndGeneral |
| Fundraising | 204899 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147346 | Total |
| Program Services | 147346 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271863 | Total |
| Program Services | 229282 | ProgramServices |
| Management And General | 5717 | ManagementAndGeneral |
| Fundraising | 36864 | 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 | 239784 | Total |
| Program Services | 229282 | ProgramServices |
| Management And General | 5717 | ManagementAndGeneral |
| Fundraising | 4785 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115445 | Total |
| Program Services | 100270 | ProgramServices |
| Management And General | 15175 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2974147 | Total |
| Program Services | 2842642 | ProgramServices |
| Management And General | 105298 | ManagementAndGeneral |
| Fundraising | 26207 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134272 | Total |
| Management And General | 134272 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PLANT OPERATIONS | 3393049 | 3243023 | 120128 | 29898 |
| EQUIPMENT & EQUIPMENT RENTAL | 780740 | 714943 | 63578 | 2219 |
| FOOD | 184673 | 147002 | 23119 | 14552 |
| PROFESSIONAL EDUCATION AND DUES | 231440 | 119896 | 100779 | 10765 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 869161 | Total |
| Program Services | 588604 | ProgramServices |
| Management And General | 280557 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39735637 | Total |
| Program Services | 35396183 | ProgramServices |
| Management And General | 2804674 | ManagementAndGeneral |
| Fundraising | 1534780 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204268 | BOY |
| EOY | 407508 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 844010 | BOY |
| EOY | 2757341 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1817291 | BOY |
| EOY | 1078122 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 297056 | BOY |
| EOY | 443429 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251107 | BOY |
| EOY | 256911 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467239 | BOY |
| EOY | 563613 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 110537312 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 59788304 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58350021 | BOY |
| EOY | 50749008 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47608472 | BOY |
| EOY | 48281472 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26421067 | BOY |
| EOY | 30853841 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4229613 | BOY |
| EOY | 3862998 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 444184 | BOY |
| EOY | 391021 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140934328 | BOY |
| EOY | 139645264 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 999874 | BOY |
| EOY | 1621556 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 360411 | BOY |
| EOY | 315408 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8550000 | BOY |
| EOY | 8275000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167943 | BOY |
| EOY | 164344 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1153638 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5432440 | BOY |
| EOY | 4543426 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2941106 | BOY |
| EOY | 2898999 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19605412 | BOY |
| EOY | 17818733 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65818961 | BOY |
| EOY | 66152684 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17641093 | BOY |
| EOY | 14607196 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37868862 | BOY |
| EOY | 41066651 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121328916 | BOY |
| EOY | 121826531 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140934328 | BOY |
| EOY | 139645264 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3037787 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2540172 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 52935 | 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 |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 81566632 | BeginningOfYearBalance |
| Contributions | 3115983 | Contributions |
| Investment Earnings Or Losses | -395261 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1195637 | GrantsOrScholarships |
| Other Expenditures | 3092848 | OtherExpenditures |
| End Of Year Balance | 79998869 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 73862023 | BeginningOfYearBalance |
| Contributions | 1505460 | Contributions |
| Investment Earnings Or Losses | 11622245 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1155918 | GrantsOrScholarships |
| Other Expenditures | 4267178 | OtherExpenditures |
| End Of Year Balance | 81566632 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 69774138 | BeginningOfYearBalance |
| Contributions | 673374 | Contributions |
| Investment Earnings Or Losses | 7652516 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1122251 | GrantsOrScholarships |
| Other Expenditures | 3115754 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 73862023 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 90221640 | BeginningOfYearBalance |
| Contributions | 351726 | Contributions |
| Investment Earnings Or Losses | -16686329 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1109140 | GrantsOrScholarships |
| Other Expenditures | 3003759 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 69774138 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.32360 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.51330 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.16310 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7235078 | OtherCostOrOtherBasis |
| Book Value | 7235078 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 86271061 | OtherCostOrOtherBasis |
| Depreciation | 59788304 | Depreciation |
| Book Value | 26482757 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16978238 | OtherCostOrOtherBasis |
| Book Value | 16978238 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52935 | OtherCostOrOtherBasis |
| Book Value | 52935 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 50749008 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MUTUAL FUNDS, BONDS | 2014903 | F |
| PRIVATE PARTNERSHIPS | 6482377 | F |
| FUNDS OF HEDGE FUNDS | 9478938 | F |
| FUND OF FUNDS | 7137269 | F |
| PRIVATE EQUITY | 188574 | F |
| REAL ESTATE AND PERSONAL PROPERTY | 5551780 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 30853841 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITIES UNDER CHARITABLE ANNUITY AND UNITRUST AGREEMENTS | $893,790 |
| CAPITAL LEASE OBLIGATION | $203,966 |
| ADVANCES FROM FEDERAL AGENCY FOR STUDENT LOANS | $1,801,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2898999 | TotalOfAmounts |
| Total Revenue | 42773424 | TotalRevenue |
| Total Expenses | 39735637 | TotalExpenses |
| Excess Or Deficit For Year | 3037787 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2540171 | NetUnrealizedGLOnInvestments |
| Other | $0 | OtherAmount |
| Total Adjustments | -2540171 | TotalAdjustments |
| Excess Or Deficit Per FS | 497616 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 27878468 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2540172 | NetUnrealizedGainsInvestments |
| Other Revenues | 30799 | OtherRevenues |
| Revenue Not Rptd F990 | -2509373 | RevenueNotRptdF990 |
| Revenue Subtotal | 30387841 | RevenueSubtotal |
| Investment Expenses Not Included | 221988 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 12163595 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12385583 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 42773424 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27380853 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 30799 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 30799 | ExpensesNotRptdF990 |
| Expenses Subtotal | 27350054 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 221988 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 12163595 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 12385583 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 39735637 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Collections of art - description of collections | Schedule D, Part III, Line 4 | COLLECTIONS FROM VARIOUS SCHOLARS, DIGNITARIES, AND ARTISTS ENHANCE THE INTELLECTUAL ATMOSPHERE ON CAMPUS. |
| Explanation of escrow agreement | Schedule D, Part IV, Line 2b | THE COLLEGE HOLDS CASH FOR STUDENT CAMPUS ORGANIZATIONS, WHICH ARE FUNDED BY AN ACTIVITY FEE ON STUDENT'S TUITION STATEMENTS. |
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | THE ENDOWMENT PROVIDES SUPPORT FOR THE OPERATION OF THE COLLEGE AND HELPS THE COLLEGE FULFILL ITS MISSION BY PROVIDING SCHOLARSHIPS AND FACULTY SUPPORT. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | THE COLLEGE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. THE COLLEGE IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION. CURRENT ACCOUNTING STANDARDS REQUIRE THE COLLEGE TO DISCLOSE THE AMOUNT OF POTENTIAL BENEFIT OR OBLIGATION TO BE REALIZED AS A RESULT OF AN EXAMINATION PERFORMED BY A TAXING AUTHORITY. FOR THE YEARS ENDED JUNE 30, 2012 AND 2011, MANAGEMENT HAS DETERMINED THAT THE COLLEGE DOES NOT HAVE ANY TAX POSITIONS THAT RESULT IN ANY UNCERTAINTIES REGARDING THE POSSIBLE IMPACT ON THE COLLEGE'S FINANCIAL STATEMENTS. THE COLLEGE DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE COLLEGE IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2009. THE COLLEGE RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE COLLEGE DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2012 OR 2011. |
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 | Financial aid or assistance from a governmental agency | Identifier |
| Return Reference | Schedule E, Line 6a | ReturnReference |
| Explanation | THE ORGANIZATION DOES RECEIVE ASSISTANCE FROM A GOVERNMENTAL AGENCY | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD COURSES | 154990 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | 9478938 | |||
| SUB SAHARAN AFRICA | PROGRAM SERVICES | STUDY ABROAD COURSES | 49752 | ||
| SOUTH AMERICA | PROGRAM SERVICES | STUDY ABROAD COURSES | 32115 | ||
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | STUDY ABROAD COURSES | 29344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 9745139 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method used to account for expenditures on organization's financial statements | Identifier |
| Return Reference | Schedule F, Part I, Line 3 | ReturnReference |
| Explanation | EUROPE (INCLUDING ICELAND AND GREENLAND): CASH SUB SAHARAN AFRICA: CASH SOUTH AMERICA: CASH EAST ASIA AND THE PACIFIC: CASH | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON GROSSNICKLE AND ASSOCIATES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH PARK BLVD | AddressLine1 |
| City | GREENWOOD | City |
| State | IN | State |
| ZIP Code | 46143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FEASABILITY STUDY | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 89525 | AmountRetainedByContractor |
| Net To Organization | 89525 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 0 | TotalGrossReceipts |
| Total Retained By Contractors | 89525 | TotalRetainedByContractors |
| Total Net To Organization | 89525 | TotalNetToOrganization |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | OH | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | UGH ANDREWS GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 35405 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 29614 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 5791 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 11169 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 6048 | RentFacilityCostsEvent1 |
| Name Of Event2 | TOUCHDOWN CLUB GOLF OUTING | NameOfEvent2 |
| Gross Receipts Event2 | 15100 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 10840 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 4260 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 5728 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 1381 | RentFacilityCostsEvent2 |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Gross Receipts Total | 50505 | GrossReceiptsTotal |
| Charitable Contributions Total | 40454 | CharitableContributionsTotal |
| Gross Revenue Total Events | 10051 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 16897 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 7429 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 0 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 24326 | DirectExpenseSummaryEvents |
| Net Income Summary | -14275 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROFESSIONAL FUNDRAISER | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B | ReturnReference |
| Explanation | FIRM WAS RETAINED TO OBTAIN A FEASIBLITY STUDY. NO SOLICITATION WAS PERFORMED. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| TRAVEL GRANTS | 21 | 44419 |
| SCHOLARSHIPS | 1037 | 12119176 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | THE FINANCIAL AID OFFICE AND THE BUSINESS OFFICE OPERATE TOGETHER TO ENSURE GRANTS ARE USED FOR EDUCATIONAL PURPOSES. GRANTS ARE APPLIED TO STUDENTS' ACCOUNTS BY THE BUSINESS OFFICE AFTER THE GRANTS ARE APPROVED AND DISBURSED BY THE FINANCIAL AID OFFICE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID BRAILOW | |||||||||||||
| 127942 | 0 | 0 | 0 | 0 | 0 | 17150 | 0 | 18481 | 0 | 163573 | 0 | 0 | 0 |
| JAMES MEYER | |||||||||||||
| 141714 | 0 | 0 | 0 | 3940 | 0 | 19475 | 0 | 19767 | 0 | 184896 | 0 | 0 | 0 |
| ALAN HILL | |||||||||||||
| 139801 | 0 | 0 | 0 | 3625 | 0 | 19475 | 0 | 21529 | 0 | 184430 | 0 | 0 | 0 |
| JAMES MOSELEY | |||||||||||||
| 241526 | 0 | 0 | 0 | 20567 | 0 | 33621 | 0 | 39567 | 0 | 335281 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Housing allowance or residence for personal use | Schedule J, Part I, Line 1a | THE PRESIDENT IS REQUIRED TO RESIDE IN THE PRESIDENT'S HOME AS PART OF HIS DUTIES AS PRESIDENT. BECAUSE THIS IS REQUIRED OF HIM AS PART OF HIS EMPLOYMENT, THIS IS NOT TREATED AS TAXABLE COMPENSATION. |
| Health or social club dues or initiation fees | Schedule J, Part I, Line 1a | CLUB DUES ARE PAID FOR THE PRESIDENT AND VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT. ALL ARE TREATED AS TAXABLE COMPENSATION AND APPEAR ON THE FORMS W-2 FOR THESE INDIVIDUALS. |
| Written policy regarding payment or reimbursement of expenses | Schedule J, Part I, Line 1b | THE BOARD OF TRUSTEES DETERMINES ELIGIBILITY FOR THESE BENEFITS FOR THE PRESIDENT. THE PRESIDENT DOES SO FOR ALL OTHER STAFF/FACULTY POSITIONS. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | JAMES G. MOSELEY, PRESIDENT, PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THERE WERE NO DEFERRALS FOR THE YEAR ENDED JUNE 30, 2012. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521698917 | IssuerEIN |
| CUSIP Number | 455048U48 | CUSIPNumber |
| Date Issued | 2003-12-03 | DateIssued |
| Issue Price | 15000000 | IssuePrice |
| Description Of Purpose | EXPANSION OF CAMPUS CENTER AND REFUNDING OF 10/7/1999 BOND 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) |
|---|---|---|
| Amount Retired | 6725000 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 15005926 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 191641 | IssuanceCostsFromProceeds |
| Credit Enhancement | 54690 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 8843180 | CapitalExpenditures |
| Other Spent Proceeds | 5916415 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2003 | YearOfSubstCompletion |
| 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 | true | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | true | EngageBondCounselContracts |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.0000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.0000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.0000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 0.0 | TermOfHedge |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 0.0 | TermOfGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | true | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TOTAL PROCEEDS OF ISSUE | Identifier |
| Return Reference | PART II, LINE 3 | ReturnReference |
| Explanation | TOTAL PROCEEDS OF ISSUE DOES NOT MATCH ISSUE PRICE BECAUSE THERE WERE $5,926 IN INVESTMENT EARNINGS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN INSURANCE AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | OWNED BY TRUSTEE JOHN AULD, JR. | Relationship |
| Amount Of Transaction | 181440 | AmountOfTransaction |
| Description Of Transaction | INSURANCE PURCHASED BY FRANKLIN COLLEGE | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 17 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3830486 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 130000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanations of reporting method for number of contributions | Schedule M, Part I | SECURITIES - PUBLICLY TRADED: NUMBER OF CONTRIBUTIONS REAL ESTATE - RESIDENTIAL: NUMBER OF CONTRIBUTIONS |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 9 | NUMBER OF CONTRIBUTIONS |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 15 | NUMBER OF CONTRIBUTIONS |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Delegate broad authority to a committee | Form 990, Part VI, Section A, Line 1a | THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIRMAN, THE IMMEDIATE PAST CHAIRMAN, THE TEN VICE-CHAIRS, THE SECRETARY, AND THE TREASURER, ALL EX OFFICIO WITH VOTE. THE PRESIDENT SHALL BE A MEMBER EX OFFICIO WITHOUT VOTE. THE CHAIRMAN OF THE BOARD SHALL SERVE AS CHAIRMAN OF THE EXECUTIVE COMMITTEE. AT THE CALL OF THE CHAIRMAN, THE COMMITTEE SHALL MEET BETWEEN REGULAR MEETINGS OF THE BOARD FOR THE PURPOSE OF EXPEDITING ORDERS OF THE BOARD OF TRUSTEES AND OVERSEEING THE APPROVED PROGRAM AND DEVELOPMENT OF THE COLLEGE. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, DURING THE INTERVALS BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES, ALL POWERS VESTED IN THE BOARD OF TRUSTEES, BUT ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE MAY BE SUBJECT TO REVIEW. |
| Family/business relationships amongst interested persons | Form 990, Part VI, Section A, Line 2 | SUSAN DEVOSS AND ROBERT DEVOSS - FAMILY RELATIONSHIP |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE. THEN A COPY OF THE FORM 990 IS PROVIDED TO EVERY MEMBER OF THE GOVERNING BODY BEFORE IT IS FILED WITH THE IRS. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | ALL EMPLOYEES AND TRUSTEES ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT. THE PRESIDENT IS RESPONSIBLE FOR REVIEWING THE STATEMENTS FOR COLLEGE EMPLOYEES. THE AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING THE STATEMENTS OF THE TRUSTEES AND THE PRESIDENT. ANY BOARD MEMBER CONFLICTS OF INTEREST THAT ARE DISCLOSED ARE REPORTED TO THE CHAIR OF THE BOARD WHO ENSURES THE INDIVIDUAL ABSTAINS FROM VOTING ON MATTERS RELATED TO THE CONFLICT. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | THE PRESIDENT'S COMMITTEE OF THE BOARD OF TRUSTEES ESTABLISHES THE PRESIDENT'S COMPENSATION ANNUALLY. THIS IS DONE THROUGH A REVIEW PROCESS BY WHICH THE PRESIDENT'S PERFORMANCE IS ASSESSED. THE COMMITTEE USES COMPARATIVE SALARY DATA, INCLUDING FORMS 990 OF OTHER ORGANIZATIONS, TO MAKE ITS FINAL DECISION. THE DECISION IS THEN RECOMMENDED TO THE BOARD OF TRUSTEES. THE BOARD THEN VOTES ON THE MATTER. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN 2011. |
| PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERS | FORM 990, PART VI, LINE 15B | THE PRESIDENT IS RESPONSIBLE FOR DETERMINING THE COMPENSATION FOR ALL EMPLOYEES AND OTHER OFFICERS OF THE COLLEGE. THE PRESIDENT USES COMPARABILITY DATA FROM OTHER INDIANA INDEPENDENT COLLEGES AND UNIVERSITIES THAT IS MADE AVAILABLE FROM THE INDEPENDENT COLLEGES OF INDIANA TO DETERMINE COMPENSATION. THE DELIBERATION AND DECISIONS ARE DOCUMENTED. THIS PROCESS IS COMPLETED ANNUALLY AND WAS LAST UNDERTAKEN IN 2011. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | AN ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -2540172; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (4) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | CHARITABLE REMAINDER TRUST | PrimaryActivity |
| Legal Domicile State | IN | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | TRUST | TypeOfEntity |
| 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 |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATE OF LEGAL DOMICILE | Identifier |
| Return Reference | PART IV, COLUMN (C) | ReturnReference |
| Explanation | INDIANA - 3 WASHINGTON - 1 | Explanation |