NORTHWOOD UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWOOD UNIVERSITY (EIN 38-1624684)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-02
- IRS object ID
- 201200629349301435
- Schema version
- 2010v3.2
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-02T11:43:54-08:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381624684 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northwood University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 9898374187 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 Whiting Drive | AddressLine1 |
| City | Midland | City |
| State | MI | State |
| ZIP Code | 48640 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William Karl Stephan | Name |
| Title | Vice President | Title |
| Date Signed | 2012-03-02 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 125533424 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.northwood.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | Education- The mission of Northwood University is to develop the future leaders of a global, free-enterprise society. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1731 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 323847 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 40745 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5735931 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10227073 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 87531460 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 86389097 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1793890 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1851644 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1659462 | OtherRevenuePriorYear |
| Other Revenue Current Year | 680483 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 96720743 | TotalRevenuePriorYear |
| Total Revenue Current Year | 99148297 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 20269344 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 21246384 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 40929900 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 38973224 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5193986 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32111353 | OtherExpensePriorYear |
| Other Expenses Current Year | 34083950 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 93310597 | TotalExpensesPriorYear |
| Total Expenses Current Year | 94303558 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3410146 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4844739 | RevenuesLessExpensesCY |
| Total Assets BOY | 152564908 | TotalAssetsBOY |
| Total Assets EOY | 168545075 | TotalAssetsEOY |
| Total Liabilities BOY | 14069543 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16526420 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 138495365 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 152018655 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Education- The mission of Northwood University is to develop the future leaders of a global, free-enterprise society. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 47836064 | Expense |
| Grants | 21246384 | Grants |
| Revenue | 54679957 | Revenue |
| Description | Instructional- Provided Education to more than 5,078 students. Also provided educational opportunities through continuing education. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 21134982 | Expense |
| Revenue | 293999 | Revenue |
| Description | Student Services - Athletics, Placement, Registrar, Financial Aid, Security, Business Office, and other support to current and former students. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9754886 | Expense |
| Revenue | 8228781 | Revenue |
| Description | Auxiliary Enterprises - Provided Housing, Meals students and Bookstore services to current and former students. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1018650 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 103 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 79744582 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | 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 | true | 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 | false | 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 | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 547 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1731 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | William Karl Stephan | NamePerson |
| Telephone Number | 9898374211 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 Whiting Drive | AddressLine1 |
| City | Midland | City |
| State | MI | State |
| ZIP Code | 48640 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 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 |
|---|---|---|---|---|---|---|---|
| William Perkins | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| William Karl Stephan MBA | |||||||
| Vice President | 60.00 | 199304 | 0 | 22079 | X | ||
| William Busby | |||||||
| Professor | 60.00 | 158940 | 0 | 18848 | X | ||
| William Bateman DBA | |||||||
| Provost | 60.00 | 131945 | 0 | 17777 | X | ||
| William A Parlberg | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Timothy G Nash EdD | |||||||
| Vice President | 60.00 | 197628 | 0 | 18543 | X | ||
| Rose Bellanca Ed D | |||||||
| Provost | 60.00 | 185926 | 0 | 19398 | X | ||
| Robert Wisler | |||||||
| Director of IT | 60.00 | 124524 | 0 | 20336 | X | ||
| Phillip D Brady | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Patricia L Naegele | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| O Temple Sloan III | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Nina Vaca | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Maureen L Smith | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Macauley Whiting Jr | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Lyttleton T Harris IV | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Lisa Fairbairn | |||||||
| Professor | 60.00 | 184188 | 0 | 25975 | X | ||
| Leo C Jerome | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Lambert E Althaver | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Kristin Stehouwer PhD | |||||||
| Vice President | 60.00 | 204186 | 0 | 24825 | X | ||
| Kevin G Fegan EdD | |||||||
| Provost | 60.00 | 171269 | 0 | 22566 | X | ||
| Keith A Pretty JD | |||||||
| President & CEO | 60.00 | 378414 | 0 | 75920 | X | ||
| Kathleen M Vertin | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| John R Hantz | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| John O Young | |||||||
| Vice President | 60.00 | 196302 | 0 | 22703 | X | ||
| John J Ferron | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| John A Hohman | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Jerome M Fullinwider | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| James O Hutcheson | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| James J Arrigo | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| James C Fabiano II | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Irma B Elder | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Edward J McBrien | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Daniel G DeVos | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Brian Parr | |||||||
| Advancement | 60.00 | 126656 | 0 | 18442 | X | ||
| Brett Hunkins | |||||||
| Professor | 60.00 | 123269 | 0 | 18182 | X | ||
| Arnold D'Ambrosio | |||||||
| Vice President | 60.00 | 235696 | 0 | 29436 | X | ||
| Albert F Zehnder | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2618247 | TotalReportableCompFromOrg |
| Total Other Compensation | 355030 | TotalOtherCompensation |
| Number Individuals GT100 K | 24 | 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 |
|---|---|---|---|---|---|
| UNUM | |||||
| PO Box 409548 | Atlanta | GA | 30384 | Insurance | 520495 |
| Sodexo Affiliates | |||||
| 9801 Washington Blvd | Gaithersburg | MD | 20878 | Food Service | 3161250 |
| National Management | |||||
| PO Box 1224 | Lagrange | GA | 30241 | Maintenance | 705805 |
| Maskin Premium | |||||
| PO Box 71322 | Philadelphia | PA | 19176 | Insurance | 499006 |
| JP Farley | |||||
| 29055 Clemens Road | Westlake | OH | 44145 | Insurance Consultant | 476115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Fundraising Events | 123660 | FundraisingEvents |
| All Other Contributions | 10103413 | AllOtherContributions |
| Noncash Contributions | 233381 | NoncashContributions |
| Total Contributions | 10227073 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Business CodeBusinessCode | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| Vending, Student Ctr, Etc | 1089087 | $1,089,087 | |||
| Tuition and Fees | 75926341 | 900099 | 75926341 | ||
| Hotel, Meet Rooms, Banq | 541364 | $222,633 | 318731 | ||
| Fees From Special Program | 660794 | 900999 | 656474 | 4320 | |
| Dormitories, Dining Hall | 8171511 | $8,171,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 86389097 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1542641 | TotalRevenueColumn |
| Exclusion | $1,542,641 | 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 |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26605902 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26296899 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 309003 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 309003 | TotalRevenueColumn |
| Exclusion | $309,003 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 59628 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 123660 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 87304 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -27676 | TotalRevenueColumn |
| Exclusion | -$27,676 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 1720 | GrossIncomeGaming |
| Gaming Direct Expenses | 924 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 796 | TotalRevenueColumn |
| Unrelated Business Revenue | 796 | UnrelatedBusinessRevenue |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other income | Description |
| Total Revenue Column | 707363 | TotalRevenueColumn |
| Exclusion | $707,363 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 707363 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99148297 | TotalRevenueColumn |
| Related Or Exempt Function Income | 76582815 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 323847 | UnrelatedBusinessRevenue |
| Exclusion | $12,014,562 | 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 | 21246384 | Total |
| Program Services | 21246384 | 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 | 1862139 | Total |
| Management And General | 1862139 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27623913 | Total |
| Program Services | 23458673 | ProgramServices |
| Management And General | 2216854 | ManagementAndGeneral |
| Fundraising | 1948386 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1785966 | Total |
| Program Services | 1356210 | ProgramServices |
| Management And General | 291858 | ManagementAndGeneral |
| Fundraising | 137898 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5665009 | Total |
| Program Services | 4575221 | ProgramServices |
| Management And General | 717079 | ManagementAndGeneral |
| Fundraising | 372709 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2036197 | Total |
| Program Services | 1647046 | ProgramServices |
| Management And General | 260104 | ManagementAndGeneral |
| Fundraising | 129047 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324487 | Total |
| Management And General | 324487 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223184 | Total |
| Program Services | 110447 | ProgramServices |
| Management And General | 112665 | ManagementAndGeneral |
| Fundraising | 72 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58785 | Total |
| Management And General | 58785 | 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 | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2810426 | Total |
| Program Services | 2042964 | ProgramServices |
| Management And General | 149260 | ManagementAndGeneral |
| Fundraising | 618202 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 996375 | Total |
| Program Services | 811386 | ProgramServices |
| Management And General | 120716 | ManagementAndGeneral |
| Fundraising | 64273 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1535372 | Total |
| Program Services | 1303377 | ProgramServices |
| Management And General | 142205 | ManagementAndGeneral |
| Fundraising | 89790 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 906182 | Total |
| Program Services | 882966 | ProgramServices |
| Management And General | 4555 | ManagementAndGeneral |
| Fundraising | 18661 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2568133 | Total |
| Program Services | 1816892 | ProgramServices |
| Management And General | 461042 | ManagementAndGeneral |
| Fundraising | 290199 | 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 | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4893677 | Total |
| Program Services | 4536699 | ProgramServices |
| Management And General | 291689 | ManagementAndGeneral |
| Fundraising | 65289 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1068232 | Total |
| Program Services | 975253 | ProgramServices |
| Management And General | 88066 | ManagementAndGeneral |
| Fundraising | 4913 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Student Programs | 2853499 | 2684662 | 157653 | 11184 |
| Equipment rental and maintenan | 1797888 | 1635946 | 124430 | 37512 |
| Electric/hear/oil | 1599953 | 1519063 | 38068 | 42822 |
| Contracted Services | 3793625 | 2951215 | 382182 | 460228 |
| Auxilliary Expenses | 2778190 | 2776836 | 643 | 711 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5875942 | Total |
| Program Services | 3413342 | ProgramServices |
| Management And General | 1560510 | ManagementAndGeneral |
| Fundraising | 902090 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94303558 | Total |
| Program Services | 79744582 | ProgramServices |
| Management And General | 9364990 | ManagementAndGeneral |
| Fundraising | 5193986 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10715377 | BOY |
| EOY | 10324425 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9010161 | BOY |
| EOY | 10862650 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2311601 | BOY |
| EOY | 2323406 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 354461 | BOY |
| EOY | 332620 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1386653 | BOY |
| EOY | 1586325 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 120799849 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 58286406 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59859362 | BOY |
| EOY | 62513443 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37027590 | BOY |
| EOY | 41507887 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31899703 | BOY |
| EOY | 39094319 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152564908 | BOY |
| EOY | 168545075 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4728266 | BOY |
| EOY | 4590203 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2680962 | BOY |
| EOY | 3344536 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1058630 | BOY |
| EOY | 3502572 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5601685 | BOY |
| EOY | 5089109 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14069543 | BOY |
| EOY | 16526420 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61909069 | BOY |
| EOY | 64168760 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47205037 | BOY |
| EOY | 57905502 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29381259 | BOY |
| EOY | 29944393 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138495365 | BOY |
| EOY | 152018655 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152564908 | BOY |
| EOY | 168545075 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4844739 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 8678551 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | false | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58500459 | BeginningOfYearBalance |
| Contributions | 347322 | Contributions |
| Investment Earnings Or Losses | 10848414 | InvestmentEarningsOrLosses |
| Administrative Expenses | -305957 | AdministrativeExpenses |
| End Of Year Balance | 69390238 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 53597317 | BeginningOfYearBalance |
| Contributions | 363096 | Contributions |
| Investment Earnings Or Losses | 7852187 | InvestmentEarningsOrLosses |
| Administrative Expenses | -312141 | AdministrativeExpenses |
| End Of Year Balance | 58500459 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 67297703 | BeginningOfYearBalance |
| Contributions | 2216346 | Contributions |
| Investment Earnings Or Losses | -12629833 | InvestmentEarningsOrLosses |
| Administrative Expenses | -286899 | AdministrativeExpenses |
| End Of Year Balance | 56597317 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.56800 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43200 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14834689 | OtherCostOrOtherBasis |
| Book Value | 14834689 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 79924769 | OtherCostOrOtherBasis |
| Depreciation | 42092248 | Depreciation |
| Book Value | 37832521 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24814306 | OtherCostOrOtherBasis |
| Depreciation | 16194158 | Depreciation |
| Book Value | 8620148 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1226085 | OtherCostOrOtherBasis |
| Book Value | 1226085 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 62513443 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Rounding | 1 |
| Real estate | 139535 |
| Prepaid Deposits | 255165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 39094319 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Post Retirement Benefits | Description |
| Amount | $5,089,109 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5089109 | TotalOfAmounts |
| Total Revenue | 99148297 | TotalRevenue |
| Total Expenses | 94303558 | TotalExpenses |
| Excess Or Deficit For Year | 4844739 | ExcessOrDeficitForYear |
| Other | $8,678,551 | OtherAmount |
| Total Adjustments | 8678551 | TotalAdjustments |
| Excess Or Deficit Per FS | 13523290 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 86833515 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 8641688 | NetUnrealizedGainsInvestments |
| Other Revenues | 289914 | OtherRevenues |
| Revenue Not Rptd F990 | 8931602 | RevenueNotRptdF990 |
| Revenue Subtotal | 77901913 | RevenueSubtotal |
| Other Revenues Not Included | 21246384 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 21246384 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 99148297 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 73057174 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 73057174 | ExpensesSubtotal |
| Other Expenses Not Included | 21246384 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 21246384 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 94303558 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Scholarships $21246384 |
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Scholarships $21246384 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Change in value of perpetual trust $163389 Change in value of annuity obligations $126525 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Unrealized gains/losses $8641687 increase in perpetual trust $163389 Change in value of annuity obligations $ -126525 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The funds will be used for institutional support. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | Identifier |
| Explanation | This policy is referred to in all communications regarding admissions, scholarships, athletics and other school administered programs. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | 0 | |
| South Asia | 0 | 0 | Program Service | 0 | Teaching undergraduate courses |
| Middle East & North Africa | 0 | 0 | Program Service | 0 | Teaching undergraduate courses |
| Europe | 0 | 3 | Program Service | 34177 | Recuriting & Teaching undergraduate and graduate courses |
| East Asia and the Pacific | 0 | 1 | Program Service | 76848 | Recuriting &Teaching undergraduate courses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 4 | SubtotalNumberOfEmployees |
| Total Number Of Employees | 4 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 111025 | SubtotalAmountSpent |
| Total Amount Spent | 111025 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
| Licensed States | WV | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | AK | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Scholarship Showcase | NameOfEvent1 |
| Gross Receipts Event1 | 99080 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 71665 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 27415 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 31264 | FoodAndBeverageEvent1 |
| Name Of Event2 | California Golf Outing | NameOfEvent2 |
| Gross Receipts Event2 | 60800 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 40415 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 20385 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 43121 | FoodAndBeverageEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 23408 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 11580 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 11828 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 12919 | FoodAndBeverageOtherEvents |
| Gross Receipts Total | 183288 | GrossReceiptsTotal |
| Charitable Contributions Total | 123660 | CharitableContributionsTotal |
| Gross Revenue Total Events | 59628 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 87304 | FoodAndBeverageTotalEvents |
| Direct Expense Summary Events | 87304 | DirectExpenseSummaryEvents |
| Net Income Summary | -27676 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships for students attending Northwood University | TypeOfGrant |
| Number Of Recipients | 3028 | NumberOfRecipients |
| Amount Of Cash Grant | 21246384 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Scholarships are awarded to students based on the scholarship criteria. For example, a student may need to be an accounting major, with a GPA of 2.0 or higher. Students complete a scholarship application and the applications are given to a scholarship committee for review. The scholarship committee verifies the student meets the scholarship criteria and then determines the distribution. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|
| William Karl Stephan MBA | |||||
| 170200 | 3500 | 25604 | 14280 | 7799 | 221383 |
| William Busby | |||||
| 151100 | 1230 | 6610 | 12498 | 6350 | 177788 |
| Timothy G Nash EdD | |||||
| 189300 | 3800 | 4528 | 15718 | 2825 | 216171 |
| Rose Bellanca Ed D | |||||
| 162601 | 1600 | 21725 | 13328 | 6070 | 205324 |
| Lisa Fairbairn | |||||
| 177176 | 3220 | 3792 | 14994 | 10981 | 210163 |
| Kristin Stehouwer PhD | |||||
| 182599 | 5000 | 16587 | 16000 | 8825 | 229011 |
| Kevin G Fegan EdD | |||||
| 144000 | 1600 | 25669 | 12458 | 10108 | 193835 |
| Keith A Pretty JD | |||||
| 347808 | 10000 | 20606 | 51100 | 24820 | 454334 |
| John O Young | |||||
| 158999 | 37303 | 13200 | 9503 | 219005 | |
| Arnold D'Ambrosio | |||||
| 212801 | 5000 | 17895 | 18000 | 11436 | 265132 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Sch J, Part III, Additional Information | Part III, Additional Information | Changes to how column B is reported - Certain payments received by individuals listed on schedule J have been reclassified under column B. On prior year returns the payments were included in the base compensation column B(i) they now are being reported as other reportable income column B(iii).Schedule J, column B(ii) Bonus and incentive compensation - For calendar year 2010 a one-time merit bonus was paid in January 2010 for the prior year and another was paid in December for the current year. So the amount shown in this column may represent two one-time merit bonuses. |
| Sch J, Part I, Line 1a | Part I, Line 1a: Relevant information in regards to selections on 1a. |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| William Karl Stephan | ||||||
| Automobile Advance | X | $27,500 | 20150 | false | false | true |
| Kristin Stehouwer | ||||||
| Automobile Advance | X | $33,299 | 26149 | false | false | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 46299 | TotalBalanceDue |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Certain university officers elected to receive an advance allowance for an automobile purchase in lieu of having the university lease an automobile for them. This practice has been discontinued and these existing advances are being phased out. | Explanation |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1200 | NoncashContribsRptdF990 |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 233381 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part XI, Line 2d | Northwood University is one entity and has no subsidiaries or parent organization. | |
| Part VII Section B - Independent Cont. | The amount reported for Sodexo Affiliates includes food and supplies in addition to management fees for all three campuses. | |
| Part V Line 4a - Financial Account | Northwood University has hedge funds investments with financial accounts located in the Cayman Islands. | |
| Part 1 Line 6 Number of volunteers | Northwood University does not track the number of volunteers that are used. The number provided on Part 1 line 6 of the 990 is an estimate. | |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Requests for documents are sent to the Vice President of Finance office. Documents are then provided to the requester. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Compensation Surveys of Private Universities from the College and University Professionals Association (CUPA) for Human Resources are referenced when determining recommendations for officer and president compensation. The president sends his recommendations for officer compensation to the Board of Trustees Compensation Committee for approval. Compensation for the president is determined by the Compensation Committee. | Form 990, Part VI, Line 15b |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Annually the University's Conflict of Interest policy is sent to all Board of Trustees, Officers and all employees of Northwood University. The individual is asked to disclose any known or potential conflicts of interest. The form also states that if a potential conflict of interest arises during the subsequent year, the individual is asked to amend the form reporting the potential conflict of interest. The form is signed and returned to the University. | Form 990, Part VI, Line 12c |
| Form 990, Part VI, Line 11: Form 990 Review Process | The 2010 Form 990 and Schedules were provided to all members of the Board of Trustees in January 2012. The Form 990 is posted on a secured website for the Board of Trutees to review,each Trustee will have a personal login, the software will also record which Trustees have reviewed the form. During the January Board of Trustee meeting, the Vice President of Finance discussed the 2010 Form 990 and answered any questions from the Board Members. | Form 990, Part VI, Line 11 |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | William Parlberg employed by the organization owned by Albert Zehnder.Albert Zehnder owner of Zehnder's, William Parlberg is an empoyee of Zehnder's, Northwood also held events at Zehnder's. Trustees Leo Jerome and John Hantz, are both on the Board of Directors of Davison State Bank. | Form 990, Part VI, Line 2 |
| Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: Library -Provided Library services to students and communities where campuses are located. | Form 990, Part III, Line 4d |