KNOX COLLEGE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- KNOX COLLEGE (EIN 37-0673513)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-28
- IRS object ID
- 201230899349300613
- Schema version
- 2010v3.4
- 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 M
- Schedule O
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-28T15:42:32-07:00 | 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 | 370673513 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNOX COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KNOX | NameControl |
| Phone | 3093417212 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 E South Street | AddressLine1 |
| City | Galesburg | City |
| State | IL | State |
| ZIP Code | 614014999 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas Axtell | Name |
| Title | Treasurer | Title |
| Phone | 3093417212 | Phone |
| Date Signed | 2012-03-28 | 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) |
|---|---|---|
| Name Of Principal Officer Person | Teresa L Amott | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Office of the President | AddressLine1 |
| Address Line2 | 2 E South Street | AddressLine2 |
| City | Galesburg | City |
| State | IL | State |
| ZIP Code | 614014999 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 127857934 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.knox.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1837 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | Knox College is dedicated to providing a liberal arts education to students from diverse backgrounds. Our mission is carried out through: our curriculum, the character of our learning environment, our residential campus culture, and our community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 50 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 50 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1622 | TotalNbrEmployees |
| Total Nbr Volunteers | 700 | TotalNbrVolunteers |
| Total Gross UBI | 132619 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 21664 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9971969 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9215048 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 56324338 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 57678901 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2929561 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4609234 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 94883 | OtherRevenuePriorYear |
| Other Revenue Current Year | 132423 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 69320751 | TotalRevenuePriorYear |
| Total Revenue Current Year | 71635606 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 19424658 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 20753851 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 25435498 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 25974318 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 73636 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 83878 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2220165 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 19752666 | OtherExpensePriorYear |
| Other Expenses Current Year | 19150400 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 64686458 | TotalExpensesPriorYear |
| Total Expenses Current Year | 65962447 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4634293 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5673159 | RevenuesLessExpensesCY |
| Total Assets BOY | 121704369 | TotalAssetsBOY |
| Total Assets EOY | 138315339 | TotalAssetsEOY |
| Total Liabilities BOY | 54077389 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 53442656 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 67626980 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 84872683 | NetAssetsOrFundBalancesEOY |
| Mission Description | Knox College is a community of individuals from diverse backgrounds challenging each other to explore, understand and improve ourselves, our society and our world. We take particular pride in the College's early commitment to increase access to all qualified students of varied backgrounds, races and conditions, regardless of financial means. Today, we continue to expand both the historic mission and the tradition of active liberal arts learning. The mission is carried out through our curriculum, the character of our learning environment, our residential campus, and our community. Our aims throughout are to foster a lifelong love of learning and a sense of competence, confidence and proportion that will enable us to live with purpose and to contribute to the well-being of others. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 52414026 | Expense |
| Grants | 20753851 | Grants |
| Revenue | 57685377 | Revenue |
| Description | Higher Education: Knox College is dedicated to providing a liberal arts education to students from diverse backgrounds. Our mission is carried out through: our curriculum, the character of our learning environment, our residential campus culture, and our community. Program costs include costs for instruction, academic support, athletics, student services and auxiliary enterprises (housing, food service and bookstore). (1375 students) | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 52414026 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2410 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1622 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 50 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 50 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Thomas B Axtell | NamePerson |
| Telephone Number | 3093417212 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 E South Street | AddressLine1 |
| City | Galesburg | City |
| State | IL | State |
| ZIP Code | 614014999 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (62 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Anderson Jean O | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Andrew Laurel J | ||||||
| Secretary of the Board | 2 | X | 0 | 0 | 0 | |
| Bayer Douglas | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Bibb Harold D | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Blew Susan | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Burkhardt Dorothy J | ||||||
| Life Trustee | 0.25 | X | 0 | 0 | 0 | |
| Carlin Nancy | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Castendyck Robert W | ||||||
| Life Trustee | 0.25 | X | 0 | 0 | 0 | |
| Cecil Jarvis B | ||||||
| Life Trustee Chair Emeritus | 0.25 | X | 0 | 0 | 0 | |
| Cottrell Frank S | ||||||
| Honorary Trustee | 0 | X | 0 | 0 | 0 | |
| Deans Susan S | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| DeGraff Deborah | ||||||
| Vice Chair for Education | 2 | X | 0 | 0 | 0 | |
| Frum Sandra E | ||||||
| Life Trustee | 0.25 | X | 0 | 0 | 0 | |
| Fridovich David P LTG | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Gibbs Charles | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Glossberg Joseph B | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Graham Patrick F | ||||||
| Life Trustee | 0.25 | X | 0 | 0 | 0 | |
| Hartog Elzelien | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Henke Richard and Sophia | ||||||
| Honorary Trustees | 0 | X | 0 | 0 | 0 | |
| Hinz Mary M | ||||||
| Life Trustee | 0.25 | X | 0 | 0 | 0 | |
| Jacobson Gary S | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Jaffee Erica A | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Jamieson Robert | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Kerous Frank J | ||||||
| Trustee | 0.25 | X | 0 | 0 | 0 | |
| Kilts James M | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Kleine Mark | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Knight Mary | ||||||
| Honorary Trustee | 0 | X | 0 | 0 | 0 | |
| Koran Janet M | ||||||
| Chair | 2 | X | 0 | 0 | 0 | |
| Luetger Steven P | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Lyn Patrick | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Martin Dan M | ||||||
| Life Trustee | 0.25 | X | 0 | 0 | 0 | |
| Masterson Joe A | ||||||
| Life Trustee | 1 | X | 0 | 0 | 0 | |
| Matkov George J Jr | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Mitchell William G | ||||||
| Life Trustee | 0.25 | X | 0 | 0 | 0 | |
| Parks Clarence A | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Petrovich Dushan | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Podesta John D | ||||||
| Spec Counsel to Pres | 1 | X | 0 | 0 | 0 | |
| Potter James R | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Procknow Eugene A | ||||||
| Trustee | 2 | X | 0 | 0 | 0 | |
| Purlee James R | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Ramanan Hariharan | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Riddell Richard | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Rosenberg Diane S | ||||||
| Trustee Chair Emeritus | 1 | X | 0 | 0 | 0 | |
| Sampson Walter E | ||||||
| Life Trustee | 0.25 | X | 0 | 0 | 0 | |
| Schulz David A | ||||||
| Vice Chair for Trustees | 2 | X | 0 | 0 | 0 | |
| Smith Charles F | ||||||
| Vice Chair for Advancement | 2 | X | 0 | 0 | 0 | |
| Sparks Robert | ||||||
| Life Trustee | 0.25 | X | 0 | 0 | 0 | |
| Stevenson Smith Fay | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Stisser Vernon LE Jr | ||||||
| Life Trustee | 0.25 | X | 0 | 0 | 0 | |
| Tucker Caroline H | ||||||
| Life Trustee | 0.25 | X | 0 | 0 | 0 | |
| Vovis Gerald F | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Walter Ralph | ||||||
| Vice Chair for Finance | 2 | X | 0 | 0 | 0 | |
| Weir Morton W | ||||||
| Life Trustee | 0.25 | X | 0 | 0 | 0 | |
| Amott Teresa L | ||||||
| President (Started 7/1/2011) | 55 | 0 | 0 | 0 | X | |
| Axtell Thomas B | ||||||
| Treasurer/Vice President | 40 | 137056 | 0 | 19881 | X | |
| Bailey Denise | ||||||
| Secretary | 40 | 37359 | 0 | 13841 | X | |
| Breitborde Lawrence B | ||||||
| Vice President | 40 | 146146 | 0 | 20351 | X | |
| Holmes Beverly | ||||||
| Vice President | 40 | 119443 | 0 | 15416 | X | |
| Maurer Bobby Jo | ||||||
| Controller/Assistant Treasurer | 40 | 76108 | 0 | 12906 | X | |
| Nixon Ann | ||||||
| Assistant Secretary | 40 | 41631 | 0 | 10789 | X | |
| Steenis Paul | ||||||
| Vice President | 40 | 119395 | 0 | 15416 | X | |
| Taylor Roger L | ||||||
| President (Retired June 30 2011) | 55 | 180254 | 0 | 34437 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 857392 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 143037 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | Address Line2AddressOfContractor/AddressForeign/AddressLine2 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|
| MSI | |||||||||
| 1144 Monmouth Blvd | Galesburg | IL | 61401 | Contractor | 577855 | ||||
| Jenzabar | |||||||||
| PO Box 845939 | Boston | MA | 022845939 | Software | 511604 | ||||
| PJ Hoerr Inc | |||||||||
| 107 Commerce Place | Peoria | IL | 616045285 | Contractor | 429446 | ||||
| Dennis Construction | |||||||||
| PO Box 265 | Oneida | IL | 61467 | Contractor | 370625 | ||||
| DIS Study Program | |||||||||
| Off Campus Studies Tuition | 257195 | Vestergade 7 | 1456 Copenhagen K Denmark | Denmark | DA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 23 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 9215048 | AllOtherContributions |
| Noncash Contributions | 1610085 | NoncashContributions |
| Total Contributions | 9215048 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition & Fees | 611310 | 45095788 | 45095788 | 0 | $0 |
| Federal Grants & Contracts | 611310 | 2225947 | 2225947 | 0 | $0 |
| Auxililiary Enterprises--Bookstore | 451211 | 26236 | 0 | 26236 | $0 |
| Auxiliary Enterprises--Catering | 722320 | 99711 | 0 | 99711 | $0 |
| Auxiliary Enterprises | 611310 | 8281345 | 8281345 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1949874 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1949874 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 57678901 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1740583 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 6672 | UnrelatedBusinessRevenue |
| Exclusion | $1,733,911 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| 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 |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 59090979 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 56222328 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2868651 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2868651 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,868,651 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Matured Annuity and Life Income Funds | Description |
| Business Code | 611310 | BusinessCode |
| Total Revenue Column | 132423 | TotalRevenueColumn |
| Related Or Exempt Function Income | 132423 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
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 | 132423 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 71635606 | TotalRevenueColumn |
| Related Or Exempt Function Income | 57685377 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 132619 | UnrelatedBusinessRevenue |
| Exclusion | $4,602,562 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19106105 | Total |
| Program Services | 19106105 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1647746 | Total |
| Program Services | 1647746 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1104113 | Total |
| Program Services | 219613 | ProgramServices |
| Management And General | 746988 | ManagementAndGeneral |
| Fundraising | 137512 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19218017 | Total |
| Program Services | 15405691 | ProgramServices |
| Management And General | 2746224 | ManagementAndGeneral |
| Fundraising | 1066102 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 780807 | Total |
| Program Services | 617518 | ProgramServices |
| Management And General | 106389 | ManagementAndGeneral |
| Fundraising | 56900 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3533427 | Total |
| Program Services | 2700394 | ProgramServices |
| Management And General | 564296 | ManagementAndGeneral |
| Fundraising | 268737 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1337954 | Total |
| Program Services | 1003844 | ProgramServices |
| Management And General | 231663 | ManagementAndGeneral |
| Fundraising | 102447 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1962758 | Total |
| Program Services | 1144304 | ProgramServices |
| Management And General | 746770 | ManagementAndGeneral |
| Fundraising | 71684 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85345 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 85345 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114594 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 114594 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83878 | Total |
| Fundraising | 83878 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35640 | Total |
| Program Services | 18498 | ProgramServices |
| Management And General | 17142 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4251855 | Total |
| Program Services | 2870371 | ProgramServices |
| Management And General | 1060503 | ManagementAndGeneral |
| Fundraising | 320981 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95334 | Total |
| Program Services | 151297 | ProgramServices |
| Management And General | -55963 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1624320 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1624320 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1393764 | Total |
| Program Services | 1222004 | ProgramServices |
| Management And General | 91324 | ManagementAndGeneral |
| Fundraising | 80436 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55606 | Total |
| Program Services | 50195 | ProgramServices |
| Management And General | 484 | ManagementAndGeneral |
| Fundraising | 4927 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1376571 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1376571 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2989115 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 2989115 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336707 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 336707 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Auxiliary Food Svc Bookstore | 1948267 | 1949746 | -1479 | 0 |
| Allocations-Utilities,AdminExp, Ins, M&F | 0 | 1528801 | -1528801 | 0 |
| Tuition Waivers | 308442 | 308442 | 0 | 0 |
| Faculty Start UP | 77668 | 77668 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2494414 | Total |
| Program Services | 2391789 | ProgramServices |
| Management And General | 76064 | ManagementAndGeneral |
| Fundraising | 26561 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65962447 | Total |
| Program Services | 52414026 | ProgramServices |
| Management And General | 11328256 | ManagementAndGeneral |
| Fundraising | 2220165 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4747602 | BOY |
| EOY | 3387913 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3614024 | BOY |
| EOY | 1623207 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1202245 | BOY |
| EOY | 1097170 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235478 | BOY |
| EOY | 237942 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 621737 | BOY |
| EOY | 754670 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 91941421 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 51832137 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40432800 | BOY |
| EOY | 40109284 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64611182 | BOY |
| EOY | 85487655 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1360407 | BOY |
| EOY | 1333054 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4878894 | BOY |
| EOY | 4284444 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121704369 | BOY |
| EOY | 138315339 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3226525 | BOY |
| EOY | 3404358 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 487209 | BOY |
| EOY | 491897 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24700000 | BOY |
| EOY | 24700000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73000 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25590655 | BOY |
| EOY | 24846401 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54077389 | BOY |
| EOY | 53442656 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7911925 | BOY |
| EOY | 16542984 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9694108 | BOY |
| EOY | 9639777 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50020947 | BOY |
| EOY | 58689922 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67626980 | BOY |
| EOY | 84872683 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121704369 | BOY |
| EOY | 138315339 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5673159 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 11572544 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 67435543 | BeginningOfYearBalance |
| Contributions | 4393325 | Contributions |
| Investment Earnings Or Losses | 15004316 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2756938 | GrantsOrScholarships |
| Other Expenditures | -8860 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 84085106 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 57550359 | BeginningOfYearBalance |
| Contributions | 5629547 | Contributions |
| Investment Earnings Or Losses | 7378101 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3075965 | GrantsOrScholarships |
| Other Expenditures | 46499 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 67435543 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 71423256 | BeginningOfYearBalance |
| Contributions | 1623588 | Contributions |
| Investment Earnings Or Losses | -11697778 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3261000 | GrantsOrScholarships |
| Other Expenditures | 537707 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 57550359 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.3 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.68 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2690136 | OtherCostOrOtherBasis |
| Book Value | 2690136 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 59521422 | OtherCostOrOtherBasis |
| Depreciation | 34748111 | Depreciation |
| Book Value | 24773311 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 16802126 | OtherCostOrOtherBasis |
| Depreciation | 13353350 | Depreciation |
| Book Value | 3448776 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 12927737 | OtherCostOrOtherBasis |
| Depreciation | 3730676 | Depreciation |
| Book Value | 9197061 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 40109284 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Real Estate Principally Farms | 717007 | F |
| Other Investments | 616047 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1333054 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Grants and Contracts Receivable | 349606 |
| Student Loans Receivable | 3934838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4284444 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Student Deposits | $467,835 |
| Deposits Held In Custody for Others | $81,440 |
| Postretirement benefit obligation | $8,242,083 |
| Federal Equity in Loan Programs | $2,249,169 |
| Interest Rate SWAP Liability | $3,060,128 |
| Lines of Credit | $9,346,919 |
| Annuities Payable | $1,398,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 24846401 | TotalOfAmounts |
| Total Revenue | 71635606 | TotalRevenue |
| Total Expenses | 65962447 | TotalExpenses |
| Excess Or Deficit For Year | 5673159 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 10845210 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $727,334 | OtherAmount |
| Total Adjustments | 11572544 | TotalAdjustments |
| Excess Or Deficit Per FS | 17245703 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 61726965 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 10845210 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 10845210 | RevenueNotRptdF990 |
| Revenue Subtotal | 50881755 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 20753851 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 20753851 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 71635606 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 45208596 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 45208596 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 20753851 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 20753851 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 65962447 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L01 | Schedule D, Part III, Line 1 | The College has collections of valuable artwork, papers, and other memorabilia that were donated to the College. These items are on display and are used by educators, researchers, historians, and others. However, all proceeds from any sales of collections, or items in a collection, must be used to acquire other items for collections. (From Note 1 Knox College Financial Statements and Independent Auditor's Report For the Years Ended June 30, 2011 and 2010.) |
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | The College has collections of valuable artwork, papers, and other memorabilia that were donated to the College. These items are on display and are used by educators, researchers, historians, and others. . (From Note 1 Knox College Financial Statements and Independent Auditor's Report For the Years Ended June 30, 2011 and 2010.) |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The College's endowment consists of approximately 540 individual funds established for a variety of purposes: scholarships, professorships, library, lectureships, research, prizes, and donor specified educational activities. Included in these funds are both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments.(From Note 18 of Knox College Financial Statements and Independent Auditor's Report For the Years Ended June 30, 2011 and 2010.) |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | NOTE 2 - INCOME TAX STATUS The College is a not-for-profit entity as described in Section 501(c)(3) of the Internal Revenue Code (IRC) and is exempt from federal income taxes on related income pursuant to Section 501(a) of the IRC. The College follows the authoritative guidance issued by FASB that clarifies the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribes a recognition threshold of more-likely-than-not to be sustained upon examination. Measurement of the tax uncertainty occurs if the recognition threshold has not been met. This guidance also addresses de-recognition, classification, interest and penalties, disclosure, and transition. The College conducts business solely in the U.S. and, as a result, files income tax returns for the United States and Illinois. In the normal course of business, the College is subject to examination by taxing authorities. The College's tax returns for years subsequent to fiscal year 2007 are open, by statute, for review by authorities. However, at present, there are no ongoing income tax audits or unresolved disputes with the various tax authorities that the College currently files or has filed with. (From Note 2 of Knox College Financial Statements and Independent Auditor's Report For the Years Ended June 30, 2011 and 2010.) |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Change in fair value of interest rate SWAPS $932,051 and Actuarial adjustments of amounts due under annuity and life income agreements ($204,717). |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Student Aid, Scholarships, and Prizes $20,753,851. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Student Aid, Scholarships, and Prizes $20,753,851. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | Knox College's nondiscrimination policy is clearly stated in the College catalog, website, admissions materials, applications, and other publications. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | For the fiscal year , Knox College received awards from the following federal programs: Federal Work Study, Federal Direct Loan Program, Federal Supplemental Educational Opportunity Grant Program, Federal Pell Grant, Federal Perkins Loan Program, Academic Competitiveness Grant, SMART Grant, Student Support Services Program, McNair Post-Baccalaureate Achievement, Higher Educational Institutional Aid, College Access Grant, Alcohol Research Programs, Chapter 33-Post 911 GI Bill, Department of the Interior Save America's Treasures, and Lincoln Studies Center. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| South America | 1 | 1 | Program Services | Buenos Aires In cooperation with the University of Palermo in Buenos Aires, Knox offers a term of accredited academic study specially designed to emphasize the social sciences and language. Program offerings vary, but recent courses have included: Introduction to Anthropology, Popular Culture in Latin America, Argentine Society, Social Thought, and Culture, Latin American Art, History of 20th Century Latin America, Politics and Government in Latin America, Evolution of Argentine Society, Latin American Literature, Advanced Spanish Language, and Social Cinema of Argentina. Courses are taught in Spanish by University of Palermo professors. All students take a language course (which includes two educational trips outside Buenos Aires, and several within the city) and pursue a combination of electives, mostly chosen from those offered by the program. | 180800 |
| Europe (including Iceland and Greenland) | 1 | 1 | Program Services | France Besancon The Knox program is the principal American program at the University in Besancon is a city of 120,000 people, with 20,000 students at the University. Participants take courses for foreign students in language and culture, plus several courses chosen from the regular University curriculum to meet individual needs. All courses are taught in French by the University of Besancon professors. Students with majors other than French may continue study in their major fields. All students stay with French families for the October orientation period, then live during the year or term in University dormitories with French and foreign students. in University dormitories with French and foreign students. | 227725 |
| Europe (including Iceland and Greenland) | 1 | 1 | Program Services | Spain-Barcelona Knox, in cooperation with the University of Barcelona, offers academic study in language, the humanities and the social sciences. Students pursue a combination of courses, all taught in Spanish by professors from the University of Barcelona. Some of the courses are fitted to the particular needs of program students; other courses are from the regular University curriculum offered to Spanish students. All students live in the homes of Spanish families in Barcelona. The program has a two-week trip throughout southern Spain during Winter Break as well as other shorter educational field trips. | 494249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 3 | TotalNumberOfOffices |
| Total Number Of Employees | 3 | TotalNumberOfEmployees |
| Total Amount Spent | 902774 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|---|
| Scholarships | Central America and the Caribbean | 1 | 18175 | Credit to student tuition and fees | 0 |
| Scholarships | East Asia and the Pacific | 52 | 872366 | Credit to tuition and fees | 0 |
| Scholarships | Europe (including Iceland and Greenland) | 13 | 190280 | Credit to tuition and fees | 0 |
| Scholarships | Middle East and North Africa | 1 | 18000 | Credit to tution and fees | 0 |
| Scholarships | North America (including Canada and Mexico, but not the United States) | 4 | 78711 | Credit to tuition and fees | 0 |
| Scholarships | Russia and the newly independent States | 1 | 11744 | Credit to tuition and fees | 0 |
| Scholarships | South Asia | 18 | 324429 | Credit to tuition and fees | 0 |
| Scholarships | Sub-Saharan Africa | 9 | 134041 | Credit to tuition and fees | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchF_P01_S00_L02 | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | To remain at Knox, all degree-seeking students are expected to make satisfactory academic progress. Satisfactory progress is defined both in terms of the accumulation of credits toward the degree, and as the maintenance of a gradepoint average consistent with graduation requirements. The Financial Aid Office follows the decisions of the Academic Standing Committee in determining whether a student is meeting the College's satisfactory academic progress standards | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ruffalo Cody and Association | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 Kirkwood North Rd SW | AddressLine1 |
| City | Cedar Rapids | City |
| State | IA | State |
| ZIP Code | 52406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Provide telephone fundraising services and were hired to oversee the College's Phonathon. | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 556288 | GrossReceipts |
| Amount Retained By Contractor | 83878 | AmountRetainedByContractor |
| Net To Organization | 472410 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 556288 | TotalGrossReceipts |
| Total Retained By Contractors | 83878 | TotalRetainedByContractors |
| Total Net To Organization | 472410 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WI | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchG_P01_S00_L03 | Identifier |
| Return Reference | Schedule G, Part I, Line 3 | ReturnReference |
| Explanation | Schedule G, Part I, Line 3 The College references the American Council on Gift Annuities (ACGA) web site that covers state regulations for gift annuities. Of the 14 states that require some form of registration, the College currently maintains registrations in Florida and Maryland. The College has form letters for those states that merely require some form of notice. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Individual gift aid (grants and/or scholarships to students). | TypeOfGrant |
| Number Of Recipients | 1306 | NumberOfRecipients |
| Amount Of Cash Grant | 19106105 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | To remain at Knox, all degree-seeking students are expected to make satisfactory academic progress. Satisfactory progress is defined both in terms of the accumulation of credits toward the degree, and as the maintenance of a gradepoint average consistent with graduation requirements. The Financial Aid Office follows the decisions of the Academic Standing Committee in determining whether a student is meeting the College's satisfactory academic progress standards. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Taylor Roger L | |||||||||||||
| 180254 | 0 | 0 | 0 | 0 | 0 | 22437 | 0 | 12000 | 0 | 214691 | 0 | 0 | 0 |
| Breitborde Lawrence B | |||||||||||||
| 146146 | 0 | 0 | 0 | 0 | 0 | 20351 | 0 | 0 | 0 | 166497 | 0 | 0 | 0 |
| Axtell Thomas B | |||||||||||||
| 137056 | 0 | 0 | 0 | 0 | 0 | 19881 | 0 | 0 | 0 | 156937 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | Occasionally the President's wife will accompany the President on College fund raising events. The College provides funding for her travel costs. These travel costs are not considered compensation as she is participating in the fundraising for the College. The President is provided housing by the College. The President's house is considered a part of the College's campus and is used for College events and entertaining. The President's housing is considered nontaxable as it was provided to him for the convenience of the College. The College also provides dues for the President for Soangataha Country Club in Galesburg, Illinois. These dues are paid for access to the Club's dining facilities and are considered to be attributed to the College's fund raising activities and not taxable compensation. Reimbursements for travel costs and payment of club dues must follow the College's purchasing and accounts payable policies. These policies include requirements for documentation and receipts. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | Compensation is reviewed annually. This review includes cost of living statistics, compensation paid for similar positions at other similar colleges, and compensation paid locally for like positions. A standard achievement increase is determined and is approved by the Board of Trustees during the June meeting in conjunction with the approval of the following year's budget. The Board of Trustees reviews the President's salary and approves any changes. All staff increases are reviewed by the President, Vice Presidents, and heads of departments. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 50 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1610085 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Ave.High/Low MV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11a | Form 990, Part VI, Section B, Line 11a | The 990 is reviewed by the Audit Committee prior to filing the return. The 990 is made available to all College Trustees for review. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Officer's Conflict of Interest: Any conflict of interest on the part of an officer of the College designated in this article, or members of such officer's immediate family, shall be disclosed by the officer in writing to the Board of Trustees at least annually and made a matter of record. When any such interest becomes relevant to any subject requiring administration or Board of Trustees' action, the officer having a conflict shall call it to the attention of the President and, if the matter is being considered by the Board of Trustees or one of its committees, to the attention of the Board or such committee. The officer shall not participate in the discussion of the subject or make any recommendations regarding the subject in which the officer or a member of the officer's immediate family has a conflict of interest, and shall not use personal influence to affect the decision with respect to such subject. An officer of the College who is excluded from participating in discussions or making recommendations regarding the subject because of such conflict or interest shall, however, briefly state the nature of the conflict and shall be encouraged to answer pertinent questions of the Trustees when the officer's knowledge of the subject will assist the Board of Trustees, any of its committees or the administration. The minutes of any meeting attended by the interested officer at which the subject is discussed shall reflect that a disclosure was made and that the interested officer abstained from the discussion except to the extent provided above. (From Bylaws of Knox College) |
| F990_P06_S0B_L13 | Form 990, Part VI, Section B, Line 13 | Each year, during fall term, a memo is sent via e-mail to all employees reminding them of Knox College's "common sense approach to reporting fraud". Included in this message are instructions on how to report suspected fraud. This memo includes the following instructions: "If you suspect fraud, please immediately notify someone in a position of authority, for example, your supervisor, a department head, a dean or vice president, pro bono counsel, the president or trustee who chairs the audit committee." |
| F990_P06_S0B_L14 | Form 990, Part VI, Section B, Line 14 | The College does not have a written document retention and destruction policy, however, record retention and destruction policies are developed, as needed, by each department to address their specific type(s) of records. Departments follow industry standards that are appropriate for their specific type(s) of records. In conjunction with record destruction for confidential records, the College contracted with a vendor to provide locked bins for departmental us and the secure destruction of these records. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | Compensation is reviewed annually. This review includes cost of living statistics, compensation paid for similar positions at other similar colleges, and compensation paid locally for like positions. A standard achievement increase is determined and is approved by the Board of Trustees during the June meeting in conjunction with the approval of the following year's budget. The Board of Trustees reviews the President's salary and approves any changes. All staff increases are reviewed by the President, Vice Presidents, and heads of departments. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The Bylaws of the College are available on the College's website (www.knox.edu). Each fall, conflict of interest forms are distributed to trustees, officers, and department heads. Financial statements are available upon request to the Treasurer's Office. All trustees are provided copies of the financial statements each year. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Other Changes In Net Assets includes the change in the fair value of interest rate SWAPS $932,051 less actuarial adjustments for annuity and life income agreements $204,717. Unrealized Gains $10,845,210. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | We filed form 8868 Application for Extension of Time to File and have been granted an extension until February 15, 2012. IRS has announced a two month suspension of e-file operations (January 2012 and February 2012) and e-filing of our 990 will not be possible until March 2012. The IRS has issued an automatic extension to March 30, 2012. IRS Notice 2012-4 | Explanation |