BENEDICTINE COLLEGE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BENEDICTINE COLLEGE (EIN 48-0777079)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-27
- IRS object ID
- 201121179349300412
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-27T09:47:13-04:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 641062246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480777079 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Benedictine College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BENE | NameControl |
| Phone | 9133675340 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 N 2nd Street | AddressLine1 |
| City | Atchison | City |
| State | KS | State |
| ZIP Code | 66002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD J OLINGER | Name |
| Title | CFO | Title |
| Date Signed | 2011-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael J Engle | Name |
| Phone | 8162216300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Stephen D Minnis | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1116 N 2nd Street | AddressLine1 |
| City | Atchison | City |
| State | KS | State |
| ZIP Code | 66002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 65871712 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | www.benedictine.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | KS | StateLegalDomicile |
| Activity Or Mission Description | BENEDICTINE COLLEGE'S MISSION AS A CATHOLIC, BENEDICTINE, LIBERAL ARTS, RESIDENTIAL COLLEGE IS THE EDUCATION OF MEN AND WOMEN WITHIN A COMMUNITY OF FAITH AND SCHOLARSHIP. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 922 | TotalNbrEmployees |
| Total Nbr Volunteers | 31 | TotalNbrVolunteers |
| Total Gross UBI | 264217 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8546989 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12482119 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 33405464 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 36757326 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -620275 | InvestmentIncomePriorYear |
| Investment Income Current Year | 616689 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 465787 | OtherRevenuePriorYear |
| Other Revenue Current Year | 523215 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 41797965 | TotalRevenuePriorYear |
| Total Revenue Current Year | 50379349 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11748584 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 13431868 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13414621 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14057296 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 72867 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 21550 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1397542 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13606615 | OtherExpensePriorYear |
| Other Expenses Current Year | 13510383 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 38842687 | TotalExpensesPriorYear |
| Total Expenses Current Year | 41021097 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2955278 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9358252 | RevenuesLessExpensesCY |
| Total Assets BOY | 73160230 | TotalAssetsBOY |
| Total Assets EOY | 86836952 | TotalAssetsEOY |
| Total Liabilities BOY | 30315486 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 34214727 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 42844744 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 52622225 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE 0 | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 33111358 | Expense |
| Grants | 13431868 | Grants |
| Revenue | 37354515 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 33111358 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| 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 | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 80 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 922 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | true | Form1098CFiled |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RONALD J OLINGER | NamePerson |
| Telephone Number | 9133675340 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 N 2ND STREET | AddressLine1 |
| City | ATCHISON | City |
| State | KS | State |
| ZIP Code | 66002 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 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 |
|---|---|---|---|---|---|---|---|
| Fr James Albers OSB | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Matthew D Anthony | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Larry Buessing | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Shirley Chenoweth | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Peggy J Dunn | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Buford M Fraser | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Kevin Gray | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| M Darryl Jones | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Lawrence S Kaminsky | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Kevin E Kramer | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Fr Gabriel Landis OSB | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| David M Laughlin | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Stephen E McBride | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Michael Murphy | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| C Patrick McLarney | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Jack A Newman Jr | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Kathleen O'Hara | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| S Mary Agnes Patterson OSB | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Karen L Pletz JD | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Patrick J Sly | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Christopher Thompson | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Matthew Tynan | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Carolyn Watley | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Paul D Westerman | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Robert S Wholey | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| James T O'Brien | |||||||
| Director/Board Chairman | 1.0 | X | 0 | 0 | 0 | X | |
| S Anne Shepard OSB | |||||||
| Director/Board Secretary | 1.0 | X | 0 | 0 | 0 | X | |
| Abbot Barnabas Senecal OSB | |||||||
| Director/Board Vice-Chairman | 1.0 | X | 0 | 0 | 0 | X | |
| S Mary Irene Nowell OSB | |||||||
| Director/Assistant Secretary | 1.0 | X | 0 | 0 | 0 | X | |
| Susan Zubradt | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Stephen D Minnis | |||||||
| Director/President | 40.0 | 276327 | 0 | 61300 | X | ||
| Kimberly C Shankman | |||||||
| Vice President | 40.0 | 89909 | 0 | 15396 | X | ||
| Ronald J Olinger | |||||||
| Treasurer | 40.0 | 124884 | 0 | 9777 | X | ||
| Kristie R Scholz | |||||||
| Asst Treasurer | 40.0 | 61500 | 0 | 12526 | X | ||
| Kelly Vowels | |||||||
| VP of Institutional Advancemnt | 40.0 | 154276 | 0 | 3958 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 706896 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 102957 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| SOUTHWIND CAPITAL LLC | |
| CONSTRUCTION | 318860 |
| MERRILL LYNCH | |
| INVESTMENT SERVICE | 150951 |
| MIDAMERICA GOLF LANDSCAPE | |
| LANDSCAPE | 256539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 431962 | FundraisingEvents |
| All Other Contributions | 12050157 | AllOtherContributions |
| Noncash Contributions | 8483931 | NoncashContributions |
| Total Contributions | 12482119 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611600 | 28528214 | 28528214 |
| ROOM & BOARD | 611600 | 7240800 | 7240800 |
| STUDENT ACTIVITIES | 611710 | 842785 | 842785 |
| ATHLETIC INCOME | 611710 | 145527 | 145527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 36757326 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 526797 | TotalRevenueColumn |
| Exclusion | $526,797 | 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 | 657 | TotalRevenueColumn |
| Exclusion | $657 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15244610 | Securities |
| Other | 8850 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15056208 | Securities |
| Other | 107360 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 188402 | Securities |
| Other | -98510 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 89892 | TotalRevenueColumn |
| Exclusion | $89,892 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 76506 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 431962 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 151137 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -74631 | TotalRevenueColumn |
| Exclusion | -$74,631 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 292333 | GrossSalesOfInventory |
| Cost Of Goods Sold | 177658 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 114675 | TotalRevenueColumn |
| Related Or Exempt Function Income | 114675 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| PRINTING REVENUE | 561439 | 11467 | 11467 |
| CATERING SERVICES | 722320 | 243140 | 243140 |
| CONFERENCES | 541900 | 9610 | 9610 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 218297 | TotalRevenueColumn |
| Related Or Exempt Function Income | 218297 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 482514 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50379349 | TotalRevenueColumn |
| Related Or Exempt Function Income | 37090298 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 264217 | UnrelatedBusinessRevenue |
| Exclusion | $542,715 | 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 | 13431868 | Total |
| Program Services | 13431868 | 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 | 616887 | Total |
| Program Services | 119509 | ProgramServices |
| Management And General | 497378 | 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 | 10566876 | Total |
| Program Services | 8503126 | ProgramServices |
| Management And General | 1230177 | ManagementAndGeneral |
| Fundraising | 833573 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263741 | Total |
| Program Services | 217625 | ProgramServices |
| Management And General | 28049 | ManagementAndGeneral |
| Fundraising | 18067 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1922716 | Total |
| Program Services | 881708 | ProgramServices |
| Management And General | 975786 | ManagementAndGeneral |
| Fundraising | 65222 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 687076 | Total |
| Program Services | 548242 | ProgramServices |
| Management And General | 91619 | ManagementAndGeneral |
| Fundraising | 47215 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17307 | Total |
| Management And General | 17307 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82988 | Total |
| Management And General | 82988 | 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 | 21550 | Total |
| Fundraising | 21550 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186147 | Total |
| Management And General | 186147 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2600636 | Total |
| Program Services | 2399363 | ProgramServices |
| Management And General | 81831 | ManagementAndGeneral |
| Fundraising | 119442 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82036 | Total |
| Program Services | 32597 | ProgramServices |
| Management And General | 49439 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 771691 | Total |
| Program Services | 461093 | ProgramServices |
| Management And General | 248533 | ManagementAndGeneral |
| Fundraising | 62065 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266987 | Total |
| Program Services | 41083 | ProgramServices |
| Management And General | 225760 | ManagementAndGeneral |
| Fundraising | 144 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1081353 | Total |
| Program Services | 879548 | ProgramServices |
| Management And General | 149027 | ManagementAndGeneral |
| Fundraising | 52778 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525287 | Total |
| Program Services | 461304 | ProgramServices |
| Management And General | 24851 | ManagementAndGeneral |
| Fundraising | 39132 | 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 | 46850 | Total |
| Program Services | 42630 | ProgramServices |
| Management And General | 4220 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1190876 | Total |
| Program Services | 1190876 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3301592 | Total |
| Program Services | 1539535 | ProgramServices |
| Management And General | 1736600 | ManagementAndGeneral |
| Fundraising | 25457 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269330 | Total |
| Program Services | 212574 | ProgramServices |
| Management And General | 41841 | ManagementAndGeneral |
| Fundraising | 14915 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ACADEMIC SUPPORT | 667212 | 667212 | ||
| AUXILIARY EXPENSES | 479821 | 479821 | ||
| INSTRUCTION & DEPT RESEARCH | 102376 | 102376 | ||
| STUDENT SERVICES | 621659 | 621659 | ||
| GENERAL ADMINISTRATION | 1144436 | 277609 | 840644 | 26183 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71799 | Total |
| Fundraising | 71799 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41021097 | Total |
| Program Services | 33111358 | ProgramServices |
| Management And General | 6512197 | ManagementAndGeneral |
| Fundraising | 1397542 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5834590 | BOY |
| EOY | 9001568 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6154160 | BOY |
| EOY | 10199768 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241216 | BOY |
| EOY | 355054 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204191 | BOY |
| EOY | 198890 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 72149718 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29027904 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41113464 | BOY |
| EOY | 43121814 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14613284 | BOY |
| EOY | 19701896 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 557157 | BOY |
| EOY | 613648 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3615011 | BOY |
| EOY | 3220321 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 827157 | BOY |
| EOY | 423993 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73160230 | BOY |
| EOY | 86836952 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2366834 | BOY |
| EOY | 2846803 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23846903 | BOY |
| EOY | 27335520 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225932 | BOY |
| EOY | 161181 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3875817 | BOY |
| EOY | 3871223 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30315486 | BOY |
| EOY | 34214727 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16675349 | BOY |
| EOY | 19029784 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10578287 | BOY |
| EOY | 17799779 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15591108 | BOY |
| EOY | 15792662 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42844744 | BOY |
| EOY | 52622225 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73160230 | BOY |
| EOY | 86836952 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14398574 | BeginningOfYearBalance |
| Contributions | 277858 | Contributions |
| Investment Earnings Or Losses | 1276513 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 200000 | GrantsOrScholarships |
| Other Expenditures | 54787 | OtherExpenditures |
| Administrative Expenses | 150054 | AdministrativeExpenses |
| End Of Year Balance | 15548104 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11673016 | BeginningOfYearBalance |
| Contributions | 4594962 | Contributions |
| Investment Earnings Or Losses | -1580663 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 137845 | GrantsOrScholarships |
| Other Expenditures | 34047 | OtherExpenditures |
| Administrative Expenses | 116849 | AdministrativeExpenses |
| End Of Year Balance | 14398574 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.97179 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02821 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 66977 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 497085 | OtherCostOrOtherBasis |
| Book Value | 564062 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 60744474 | OtherCostOrOtherBasis |
| Depreciation | 20548444 | Depreciation |
| Book Value | 40196030 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10841182 | OtherCostOrOtherBasis |
| Depreciation | 8479460 | Depreciation |
| Book Value | 2361722 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 43121814 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $145,547 |
| REFUNDABLE GOVT LOAN PROGRAMS | $3,362,384 |
| ANNUITY AND TRUST OBLIGATIONS | $40,203 |
| ASSET RETIREMENT OBLIGATION | $323,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3871223 | TotalOfAmounts |
| Total Revenue | 50379349 | TotalRevenue |
| Total Expenses | 41021097 | TotalExpenses |
| Excess Or Deficit For Year | 9358252 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 857192 | NetUnrealizedGLOnInvestments |
| Other | -$437,963 | OtherAmount |
| Total Adjustments | 419229 | TotalAdjustments |
| Excess Or Deficit Per FS | 9777481 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 37679919 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 857192 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 61096 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 429419 | OtherRevenues |
| Revenue Not Rptd F990 | 1347707 | RevenueNotRptdF990 |
| Revenue Subtotal | 36332212 | RevenueSubtotal |
| Investment Expenses Not Included | 171287 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 13875850 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 14047137 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 50379349 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27902438 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 61096 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 427305 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 488401 | ExpensesNotRptdF990 |
| Expenses Subtotal | 27414037 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 171287 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 13435773 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 13607060 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 41021097 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE PRIMARY PURPOSE OF THE ENDOWMENT FUNDS IS TO FUND SCHOLARSHIPS. THE ENDOWMENT FUNDS ARE ALSO USED TO FUND BUSINESS PROGRAMS AND GENERAL OPERATIONS OF THE COLLEGE. |
| LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 | SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| OTHER - RECONCILIATION OF REVENUE PER AUDITED F/S AND TAX RETURN | SCHEDULE D, PART XI, LINE 8 | CHANGE IN NET ASSETS OF BENEDICTINE FOUNDATION $(440,077) CHANGE IN PV OF SPLIT LIFE INSURANCE 2,114 ----------- TOTAL $(437,963) |
| OTHER - REVENUE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12 | SCHEDULE D, PART XII, LINE 2D | BOOKSTORE COGS $177,658 FUNDRAISING EXPENSES 151,137 LOSS ON SALE/DISPOSAL OF FIXED ASSETS 98,510 CHANGE IN PV OF SPLIT LIFE INSURANCE 2,114 ---------- TOTAL $429,419 |
| OTHER - REVENUE INCLUDED ON FORM 990, PART VII, LINE 12 BUT NOT ON LINE 1 | SCHEDULE D, PART XII, LINE 4B | SCHOLARSHIPS $13,431,868 CHANGE IN NET ASSETS OF BENEDICTINE FOUNDATION 440,077 OTHER INC/EXP RECLASS 3,905 -------------- TOTAL $13,875,850 |
| OTHER - EXPENSE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 | SCHEDULE D, PART XIII, LINE 2D | BOOKSTORE COGS $177,658 FUNDRAISING EXPENSES 151,137 LOSS ON SALE/DISPOSAL OF FIXED ASSETS 98,510 ---------- TOTAL $427,305 |
| OTHER - EXPENSES INCLUDED ON FORM 990, PART IX, LINE 25 BUT NOT ON LINE 1 | SCHEDULE D, PART XIII, LINE 4B | SCHOLARSHIPS $13,431,868 OTHER INC/EXP RECLASS 3,905 ------------- TOTAL $13,435,773 |
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 |
| Pub Via Broadcast Media Expln | BENEDICTINE'S RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED IN THE COLLEGE CATALOG, WHICH EVERY STUDENT RECEIVES UPON RECEIVING NOTICE OF ACCEPTANCE. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | BENEDICTINE RECEIVES TITLE IV FUNDS FROM THE DEPARTMENT OF EDUCATION. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 1 | 1 | Program Services | Education | 488202 |
| East Asia and the Pacific | 0 | 1 | Program Services | Education | 65382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Total Amount Spent | 553584 | TotalAmountSpent |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | Petrus Development LLC | NameOfIndividual |
| Activity | Fundraising Scholarship | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 4642934 | GrossReceipts |
| Amount Retained By Contractor | 21550 | AmountRetainedByContractor |
| Net To Organization | 4621387 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 4642934 | TotalGrossReceipts |
| Total Retained By Contractors | 21550 | TotalRetainedByContractors |
| Total Net To Organization | 4621387 | TotalNetToOrganization |
| All States | All States | AllStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SCHOLARSHIPBALL | NameOfEvent1 |
| Gross Receipts Event1 | 446143 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 395167 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 50976 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 2970 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 60457 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 4175 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 40149 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 62325 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 36795 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 25530 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 14400 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 5148 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 23838 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 508468 | GrossReceiptsTotal |
| Charitable Contributions Total | 431962 | CharitableContributionsTotal |
| Gross Revenue Total Events | 76506 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 17370 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 65605 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 4175 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 63987 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 151137 | DirectExpenseSummaryEvents |
| Net Income Summary | -74631 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT AID / SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 1434 | NumberOfRecipients |
| Amount Of Cash Grant | 13431868 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCESS FOR MONITORING THE USE OF GRANTS IN THE U.S. | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | ALL GRANTS ARE INSTITUTIONAL FINANCIAL AID AND APPLIED DIRECTLY TO STUDENT ACCOUNTS. IT IS A CONTINUAL PROCESS IN WHICH WE AWARD STUDENT AID WITHIN FEDERAL GUIDELINES AT THE INITIAL AWARDING TIME PERIOD. IF ANY CHANGES TO A STUDENT'S STATUS OCCUR, WE REVIEW THE STUDENT'S AID PACKAGE COMPONENTS TO ENSURE THAT ANY/ALL ADJUSTMENTS MADE MAINTAIN COMPLIANCE WITH TITLE IV FUND RULES. WE ALSO PERFORM SPOT CHECKS THROUGHOUT THE SEMESTER TO DOUBLE CHECK THAT AID ELIGIBILITY CALCULATIONS ARE MET. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stephen D Minnis | |||||||||||||
| 208257 | 0 | 50000 | 0 | 18070 | 0 | 11200 | 0 | 50100 | 0 | 337627 | 0 | 0 | 0 |
| Kelly Vowels | |||||||||||||
| 103217 | 0 | 50000 | 0 | 1059 | 0 | 1833 | 0 | 2125 | 0 | 158234 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 1A | ReturnReference |
| Explanation | BENEDICTINE COLLEGE PROVIDES HOUSING TO STEPHEN D MINNIS. THE FMV OF THE HOUSING IS NOT INCLUDED IN HIS W-2 BECAUSE IT QUALIFIES AS A NON TAXABLE BENEFIT UNDER CODE SECTION 119. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| KANSAS INDEPENDENT COLLEGE FINANCE AUTHORITY | ||||||
| 481233911 | 48526HLA2 | 2004-12-28 | 6981013 | SEE SCHEDULE 0 | false | false |
| ATCHISON COUNTY KANSAS | ||||||
| 486025049 | 046597BC3 | 2007-12-27 | 4824916 | SEE SCHEDULE O | false | false |
| ATCHISON COUNTY KANSAS | ||||||
| 486025049 | 046617AX4 | 2008-01-23 | 5232252 | SEE SCHEDULE O | false | false |
| KANSAS INDEPENDENT COLLEGE FINANCE AUTHORITY | ||||||
| 481233911 | 48526HVB9 | 2010-05-18 | 10785000 | SEE SCHEDULE O | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 7063852 | 358863 | 0 | 823 | 77908 | 0 | 6625121 | 2006 | false | false | true | true |
| 4859596 | 173932 | 0 | 0 | 96000 | 0 | 4590908 | 2008 | false | false | true | true |
| 5279087 | 186334 | 0 | 0 | 104000 | 0 | 4989973 | 2009 | false | false | true | true |
| 10785000 | 719611 | 0 | 3400624 | 210600 | 0 | 426762 | true | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | true | false | false | true | 0.00000 | 0.01120 | 0.01120 | true |
| false | true | false | false | true | 0.00000 | 0.00460 | 0.00460 | true |
| false | true | false | false | true | 0.00000 | 0.00520 | 0.00520 | true |
| false | false | true | false | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | true | false |
| false | false | false | false | false | false |
| false | false | false | false | false | false |
| false | false | false | false | false | true |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEE SCHEDULE O | NamePerson |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1045359 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7481424 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Noncash Contributions | Identifier |
| Return Reference | Schedule M, Part I, Question 32b | ReturnReference |
| Explanation | Publicly traded stock gifts are transferred to a broker and sold as soon as possible with oversight by the Controller. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | BENEDICTINE COLLEGE IS A CATHOLIC, BENEDICTINE, LIBERAL ARTS, RESIDENTIAL COLLEGE. OUR MISSION IS TO EDUCATE MEN AND WOMEN WITHIN A COMMUNITY OF FAITH AND SCHOLARSHIP. BUILDING A GREAT CATHOLIC COLLEGE REQUIRES A COMMUNITY-WIDE COMMITMENT TO EXCELLENCE. WE DEDICATE OURSELVES TO EDUCATING STUDENTS TO BECOME LEADERS IN THE BENEDICTINE TRADITION, WHO WILL TRANSFORM THE WORLD THROUGH THEIR COMMITMENT OT INTELLECTUAL, PERSONAL, SPIRITUAL GREATNESS. IN 2009, THE SCHOOL CELEBRATED ITS SESQUICENTENNIAL. WHILE THE SCHOOL HAS COME A LONG WAY IN ITS 150-YEAR HISTORY, THE PERMANENT THINGS-FAITH, SCHOLARSHIP, COMMUNITY-HAVE ENDURED. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4A | BENEDICTINE COLLEGE IS A CATHOLIC, BENEDICTINE, LIBERAL ARTS, RESIDENTIAL COLLEGE. OUR MISSION IS TO EDUCATE MEN AND WOMEN WITHIN A COMMUNITY OF FAITH AND SCHOLARSHIP. BUILDING A GREAT CATHOLIC COLLEGE REQUIRES A COMMUNITY-WIDE COMMITMENT TO EXCELLENCE. WE DEDICATE OURSELVES TO EDUCATING STUDENTS TO BECOME LEADERS IN THE BENEDICTINE TRADITION, WHO WILL TRANSFORM THE WORLD THROUGH THEIR COMMITMENT TO INTELLECTUAL, PERSONAL, AND SPIRITUAL GREATNESS. IN 2009, THE SCHOOL CELEBRATED ITS SESQUICENTENNIAL. WHILE THE SCHOOL HAS COME A LONG WAY IN ITS 150-YEAR HISTORY, THE PERMANENT THINGS-FAITH, SCHOLARSHIP, COMMUNITY-HAVE ENDURED. FOR THE CURRENT ACADEMIC YEAR OF 2010-11, BENEDICTINE COLLEGE IS BLESSED TO HAVE THE LARGEST STUDENT BODY IN ITS HISTORY, WITH 1,488 STUDENTS AND A FRESHMAN CLASS OF 388. NOT ONLY IS THE STUDENT BODY GROWING, BUT ITS ACADEMIC CAPABILITY HAS ALSO INCREASED. IN THE LAST FIVE YEARS THE AVERAGE ACT FOR ENTERING FRESHMAN HAS INCREASED A FULL POINT FROM 23 TO 24-AN ALMOST UNHEARD OF JUMP. OVERALL THE NUMBER OF VALEDICTORIANS, 30 + ACT STUDENTS, AND 3.7+ GPA STUDENTS HAS GROWN TREMENDOUSLY. WITH OVER 150 YEARS OF TRADITION, BENEDICTINE COLLEGE IS COMMITTED TO THE DEVELOPMENT OF THE INDIVIDUAL WITHIN A COMMUNITY. THE COLLEGE PROVIDES OUR STUDENTS WITH THE PRINCIPLES, KNOWLEDGE, AND SKILLS FOR A LIFE OF LEARNING, LEADERSHIP AND SERVICE, "THAT IN ALL THINGS GOD MAY BE GLORIFIED." BENEDICTINE COLLEGE IS LOCATED IN ATCHISON, KANSAS, ON A 110-ACRE CAMPUS OVERLOOKING THE MISSOURI RIVER, ABOUT 50 MILES NORTH OF KANSAS CITY, MISSOURI. THERE IS A SATELLITE CAMPUS IN ROELAND PARK, KANSAS AND A PARTNERSHIP WITH THE KANSAS CITY POLICE ACADEMY. THE COLLEGE ALSO HAS AN INTERNATIONAL CAMPUS IN FLORENCE, ITALY. OVER THE LAST DECADE, BENEDICTINE COLLEGE HAS BUILT NEW BUILDINGS TO ACCOMMODATE THE GROWTH IN OUR STUDENT BODY AND RESTORED FERRELL HALL, ONE OF THE ORIGINAL LANDMARKS BUILT BY THE FIRST MONKS TO ARRIVE IN KANSAS. THIS SPRING, THE COLLEGE BEGAN BUILDING A NEW ACADEMIC CENTER WHICH IS PROJECTED TO OPEN IN JANUARY 2012. THIS LEED-CERTIFIED BUILDING WILL PROVIDE AN ADDITIONAL 64,000 SQUARE FEET OF MUCH-NEEDED SPACE FOR CLASSES, FACULTY AND PROGRAMS. IN ADDITION, THE COLLEGE RECEIVED THE SECOND LARGEST DONATION IN ITS HISTORY IN THE FORM OF LAND AND BUILDINGS FROM ATCHISON COMMUNITY HOSPITAL. ONE BUILDING WAS RENOVATED AS A RESIDENCE HALL FOR SOPHOMORE MEN, WITH THE LOWER FLOORS SERVING AS ADDITIONAL FACULTY AND CLASSROOM SPACE. THE SECOND BUILDING WAS DEDICATED IN AUGUST OF 2010. THE MOTHER TERESA CENTER FOR NURSING AND HEALTH EDUCATION HAS APPROXIMATELY 12,000 SQUARE-FEET. THE CENTER INCLUDES TWO LARGE CLASSROOMS, A CLINICAL SKILLS LAB, A HIGH-FIDELITY SIMULATION ROOM, SEVEN FACULTY OFFICES, ADDITIONAL ADMINISTRATIVE OFFICES, AN AREA FOR PRACTICING CLINICAL ASSESSMENT SKILLS, AND SEVERAL COMPUTER LABS AND STUDY AREAS FOR STUDENTS. ALL OF THESE IMPROVEMENTS LED TO THE U.S. NEWS AND WORLD REPORT RECOGNIZING BENEDICTINE COLLEGE AS ONE OF AMERICA'S BEST COLLEGES, APPEARING AS A TOP-TIER SCHOOL IN THE "MIDWEST - MASTERS" CATEGORY OF AMERICA'S BEST COLLEGES. IN ADDITION, THE CARDINAL NEWMAN SOCIETY IN ITS PUBLICATION, THE NEWMAN GUIDE TO CHOOSING A CATHOLIC COLLEGE: WHAT TO LOOK FOR AND WHERE TO FIND IT, NAMED BENEDICTINE COLLEGE AS ONE OF THE TOP 20 CATHOLIC COLLEGES IN AMERICA. FIRST THINGS JUST RECOGNIZED THE COLLEGE AS WELL IN ITS FIRST MAJOR STUDY OF MORE THAN 2,000 COLLEGES AND UNIVERSITIES, FROM AMERICAN UNIVERSITY TO YALE. BENEDICTINE COLLEGE WAS NAMED AS ONE OF THE TOP 20 COLLEGES IN AMERICA. THE STUDY PLACES BENEDICTINE AT NUMBER 18 IN THE NATION AMONG ALL COLLEGES AND NUMBER 5 AMONG CATHOLIC COLLEGES. EXPENSES: $33,209,868 GRANTS: $13,431,868 REVENUES: $36,997,493 |
| BUSINESS/FAMILY RELATIONSHIPS | FORM 990, PART VI, SECTION A, LINE 2 | CHRISTOPHER THOMPSON AND PEGGY DUNN HAVE A BUSINESS RELATIONSHIP. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11A | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE 990 IS THEN PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD FOR REVIEW AND THEN THE FINAL 990 IS PROVIDED TO THE FULL BOARD. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | AT THE TIME OF HIRE OR ELECTION (IN THE CASE OF DIRECTORS) AND ANNUALLY THEREAFTER, THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES SHALL PROVIDE THE APPLICABLE CONFLICT OF INTEREST DISCLOSURES WHICH SHALL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH IT IS BELIEVED A CONFLICT MAY ARISE. IF A CONFLICT ARISES, THE OFFICER, DIRECTOR, OR KEY EMPLOYEE ABSTAINS FROM THE VOTE OF THE CONFLICTED POSITION. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE EXECUTIVE BOARD CONCERNING ANY INTEREST DISCLOSED. |
| COMPENSATION REVIEW | FORM 990, PART VI, SECTION B, LINES 15A & B | LINE 15A - THE ORGANIZATION'S PROCESS FOR DETERMINING CEO COMPENSATION BEGINS WITH AN INITIATIVE LEAD BY THE CHAIRMAN OF THE GOVERNING BOARD. THE CHAIRMAN COMPARES COMPENSATION AND SALARY DATA WITH OTHER ORGANIZATION'S OF A SIMILAR SIZE AND INDUSTRY. THE CHAIRMAN REVIEWS THE DATA AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS IN A CLOSED EXECUTIVE COMMITTEE MEETING WHERE THE COMPENSATION IS THEN VOTED UPON. LINE 15B - THE CEO CONDUCTS AN ANNUAL REVIEW OF OTHER OFFICER AND KEY EMPLOYEES COMPENSATION BASED ON COMPARABLE SALARY DATA OF OTHER ORGANIZATION'S OF SIMILAR SIZE AND INDUSTRY. |
| AVAILABILITY OF DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| BOND ISSUE PURPOSE AND PROCEEDS | SCHEDULE K, PART I AND PART II | PART I - BOND ISSUES BOND ISSUE (A), COLUMN (F). CONSTRUCTING, IMPROVING AND EQUIPPING EDUCATIONAL FACILITIES. BOND ISSUE (B), COLUMN (F). CONSTRUCTING, IMPROVING AND EQUIPPING EDUCATIONAL FACILITIES. BOND ISSUE (C), COLUMN (F). CONSTRUCTING, IMPROVING AND EQUIPPING EDUCATIONAL FACILITIES. BOND ISSUE (D), COLUMN (F). CONSTRUCTING, IMPROVING AND EQUIPPING EDUCATIONAL FACILITIES; REFUND 2003 BONDS (ORIGINALLY ISSUED ON 3-31-2003). PART II - PROCEEDS COLUMN A, LINE 4: THERE WAS APPROXIMATELY $823 OF EARNINGS DEPOSITED INTO THE PROJECT FUND AFTER THE END OF THE "PROJECT PERIOD." HOWEVER, THIS AMOUNT WAS INCLUDED IN THE "TOTAL PROCEEDS OF ISSUE" REPORTED ON LINE 1 AND REPORTED AS "UNSPENT PROCEEDS." SUBSEQUENT TO THE FISCAL YEAR END THIS AMOUNT WAS USED TO PAY PROJECT EXPENDITURES. |
| BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | SCH L, PART IV | (A) PEGGY DUNN / J.E. DUNN CONSTRUCTION (B) PEGGY DUNN IS A DIRECTOR AND OWNER OF J.E. DUNN CONSTRUCTION (C) $5327,094 (D) CONSTRUCTION SERVICES (E) NO |