SIENA HEIGHTS UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SIENA HEIGHTS UNIVERSITY (EIN 38-1366958)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-04
- IRS object ID
- 201141249349301104
- 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 C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-04T12:59:35-05:00 | 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 | Plante & Moran PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1 |
| City | PORTAGE | City |
| State | MI | State |
| ZIP Code | 49002 | 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 | 381366958 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIENA HEIGHTS UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SIEN | NameControl |
| Phone | 5172647108 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1247 EAST SIENA HEIGHTS DRIVE | AddressLine1 |
| City | ADRIAN | City |
| State | MI | State |
| ZIP Code | 49221 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEE JOHNSON | Name |
| Title | SR VICE PRESIDENT | Title |
| Phone | 5172647108 | Phone |
| Date Signed | 2011-04-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Vicki L VanDenBerg CPA | Name |
| Phone | 2695674500 | 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 | SR PEG ALBERT OP PH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1247 EAST SIENA HEIGHTS DRIVE | AddressLine1 |
| City | ADRIAN | City |
| State | MI | State |
| ZIP Code | 49221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 40865787 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.SIENAHEIGHTS.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1919 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE STUDENTS WITH A LIBERAL ARTS EDUCATION WITH THE PURPOSE OF ASSISTING PEOPLE IN BECOMING MORE COMPETENT, PURPOSEFUL AND ETHICAL THROUGH A TEACHING AND LEARNING ENVIRONMENT WHICH RESPECTS THE DIGNITY OF ALL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 851 | TotalNbrEmployees |
| Total Nbr Volunteers | 31 | TotalNbrVolunteers |
| Total Gross UBI | 84548 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 3974 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5826915 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11255349 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 26582356 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 29163497 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -740454 | InvestmentIncomePriorYear |
| Investment Income Current Year | 135357 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 119798 | OtherRevenuePriorYear |
| Other Revenue Current Year | 72115 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 31788615 | TotalRevenuePriorYear |
| Total Revenue Current Year | 40626318 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9313580 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11150222 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14091605 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14406435 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 123130 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 117113 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 840119 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8576037 | OtherExpensePriorYear |
| Other Expenses Current Year | 8959643 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 32104352 | TotalExpensesPriorYear |
| Total Expenses Current Year | 34633413 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -315737 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5992905 | RevenuesLessExpensesCY |
| Total Assets BOY | 29453545 | TotalAssetsBOY |
| Total Assets EOY | 35225923 | TotalAssetsEOY |
| Total Liabilities BOY | 15257825 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14716607 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14195720 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20509316 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of Siena Heights University, a Catholic University founded and sponsored by the Adrian Dominican Sisters, is to assist people to become more competent, purposeful, and ethical through a teaching and learning environment which respects the dignity of all. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 30410231 | Expense |
| Grants | 11150222 | Grants |
| Revenue | 29082973 | Revenue |
| Description | Siena Heights University is a Michigan private non-profit corporation for postsecondary education. The University provides education with a main campus, satellite campuses, and online for both traditional and nontraditional students offering bachelor and master degree programs. The main campus also offers auxiliary services in the form of housing, meal plans, and bookstore services. The University is primarily supported through tuition, federal and state grants, and contributions for operations and scholarships | Description |
| Total Program Service Expense | 30410231 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3509 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 851 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J LEE JOHNSON PHD CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5172647108 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1247 EAST SIENA HEIGHTS DRIVE | AddressLine1 |
| City | ADRIAN | City |
| State | MI | State |
| ZIP Code | 49221 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PEG ALBERT OP | ||||||
| PRESIDENT | 40.00 | X | X | 163402 | 0 | 31736 |
| STEPHANIE L BOYSE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| L THOMAS CONLIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BETTY CUMMINGS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL DAWSON MD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SCOTT DIENES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES EBBITT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL FARVER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SCOTT HILL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES HUGHES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SR CANDACE INTROCASA CDP PHD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FRANK JOHNSON | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| MICHAEL L KAPNICK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN LABRIOLA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MAJOR RUTH LAFONTAINE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID E MAXWELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID G MENGEBIER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA M MULDARY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SISTER FRANCES NADOLNY OP PHD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HONORABLE MARGARET MS NOE | ||||||
| CHAIR | 1.00 | X | X | 1872 | 0 | 0 |
| ROSA MONIQUE PENA OP | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARY JO POTTER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KENNETH PRIOR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMIE T RICHARDSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LAWRENCE RICHARDSON JR | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| DAVID S RICHMOND | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| IQBAL ROSHD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| IGNACIO SALAZAR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KRIS SCHMIDT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN SCHWARTZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SR ANNELIESE SINNOTT OP PHD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL J WADE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA WALTER OP PHD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| Sr Jamie T Phelps OP | ||||||
| TrusTEE | 1.00 | X | 0 | 0 | 0 | |
| Lee Benish | ||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| J LEE JOHNSON PHD CPA | ||||||
| SR VP FOR BUSINESS & FINANCE | 40.00 | X | 139630 | 0 | 6706 | |
| MITCHELL BLONDE | ||||||
| VP FOR ADVANCEMENT | 40.00 | X | 115938 | 0 | 12778 | |
| SHARON WEBER OP | ||||||
| VP FOR ACADEMIC AFFAIRS | 40.00 | X | 97293 | 0 | 5601 | |
| PATRICK PALMBER | ||||||
| VP FOR ENROLLMENT | 40.00 | X | 113990 | 0 | 20205 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 632125 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 77026 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | 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 |
|---|---|---|---|---|---|
| CHARTWELLSCOMPASS GROUP | |||||
| PO BOX 91337 | CHICAGO | IL | 60693 | FOOD SERVICE | 965348 |
| NCS PEARSON INC | |||||
| 13036 COLLECTIONS CENTER | CHICAGO | IL | 60693 | ONLINE CLASSES EXCHANGE | 261304 |
| JENZABAR INC | |||||
| PO BOX 845939 | BOSTON | MA | 02284 | SOFTWARE MAINTENANCE | 160814 |
| HAMBLIN COMPANY | |||||
| 109 E LOGAN | TECUMSEH | MI | 49286 | PRINTING SERVICES | 155900 |
| COLLABORATIVE INC | |||||
| 500 MADISON AVE | TOLEDO | OH | 43604 | ARCHITECTURAL, LANDSCAPE DESIGN | 148011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Government Grants | 6043371 | GovernmentGrants |
| All Other Contributions | 5211978 | AllOtherContributions |
| Total Contributions | 11255349 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | 26421413 | 26421413 | |
| AUXILIARY | 611710 | 2657536 | 2657536 | |
| CONFERENCES & CAMPS | 721210 | 84548 | 84548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 29163497 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 120533 | TotalRevenueColumn |
| Exclusion | $120,533 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 212387 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 197563 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14824 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14824 | TotalRevenueColumn |
| Exclusion | $14,824 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 45930 | GrossIncomeGaming |
| Gaming Direct Expenses | 41906 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4024 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4024 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 68091 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $68,091 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 68091 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40626318 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29082973 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 84548 | UnrelatedBusinessRevenue |
| Exclusion | $203,448 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11150222 | Total |
| Program Services | 11150222 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 776341 | Total |
| Program Services | 93017 | ProgramServices |
| Management And General | 397864 | ManagementAndGeneral |
| Fundraising | 285460 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10761564 | Total |
| Program Services | 9427281 | ProgramServices |
| Management And General | 1081107 | ManagementAndGeneral |
| Fundraising | 253176 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 547496 | Total |
| Program Services | 479606 | ProgramServices |
| Management And General | 54750 | ManagementAndGeneral |
| Fundraising | 13140 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1528285 | Total |
| Program Services | 1338777 | ProgramServices |
| Management And General | 152829 | ManagementAndGeneral |
| Fundraising | 36679 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 792749 | Total |
| Program Services | 694448 | ProgramServices |
| Management And General | 79275 | ManagementAndGeneral |
| Fundraising | 19026 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57187 | Total |
| Management And General | 57187 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53250 | Total |
| Management And General | 53250 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56897 | Total |
| Management And General | 56897 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117113 | Total |
| Fundraising | 117113 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28180 | Total |
| Management And General | 28180 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1772780 | Total |
| Program Services | 1619966 | ProgramServices |
| Management And General | 146609 | ManagementAndGeneral |
| Fundraising | 6205 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228563 | Total |
| Program Services | 198835 | ProgramServices |
| Management And General | 25886 | ManagementAndGeneral |
| Fundraising | 3842 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267532 | Total |
| Program Services | 155973 | ProgramServices |
| Management And General | 104206 | ManagementAndGeneral |
| Fundraising | 7353 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82561 | Total |
| Program Services | 71822 | ProgramServices |
| Management And General | 9351 | ManagementAndGeneral |
| Fundraising | 1388 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3001 | Total |
| Program Services | 2611 | ProgramServices |
| Management And General | 340 | ManagementAndGeneral |
| Fundraising | 50 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1429718 | Total |
| Program Services | 1215480 | ProgramServices |
| Management And General | 189234 | ManagementAndGeneral |
| Fundraising | 25004 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254564 | Total |
| Program Services | 183872 | ProgramServices |
| Management And General | 49213 | ManagementAndGeneral |
| Fundraising | 21479 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372397 | Total |
| Program Services | 298659 | ProgramServices |
| Management And General | 65132 | ManagementAndGeneral |
| Fundraising | 8606 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1043624 | Total |
| Program Services | 836976 | ProgramServices |
| Management And General | 182530 | ManagementAndGeneral |
| Fundraising | 24118 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217317 | Total |
| Program Services | 171198 | ProgramServices |
| Management And General | 46119 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| UBIT | 2480 | 2480 | ||
| MISCELLANEOUS | 1127740 | 147484 | 967329 | 12927 |
| Activities | 864057 | 87506 | 776551 | 0 |
| dues and subscriptions | 270862 | 30677 | 235632 | 4553 |
| REPAIRS AND MAINTENANCE | 252297 | 45704 | 206593 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 574636 | Total |
| Program Services | 285383 | ProgramServices |
| Management And General | 289253 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34633413 | Total |
| Program Services | 30410231 | ProgramServices |
| Management And General | 3383063 | ManagementAndGeneral |
| Fundraising | 840119 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128845 | BOY |
| EOY | 1929396 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 560357 | BOY |
| EOY | 3073550 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 967918 | BOY |
| EOY | 969008 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 998644 | BOY |
| EOY | 909336 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 39702671 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 18340273 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20496833 | BOY |
| EOY | 21362398 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6206592 | BOY |
| EOY | 6982235 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94356 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29453545 | BOY |
| EOY | 35225923 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2120848 | BOY |
| EOY | 1977066 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1222942 | BOY |
| EOY | 1372121 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8700000 | BOY |
| EOY | 8580000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 818685 | BOY |
| EOY | 968715 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2395350 | BOY |
| EOY | 1818705 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15257825 | BOY |
| EOY | 14716607 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6542667 | BOY |
| EOY | 8465506 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1737852 | BOY |
| EOY | 5914536 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5915201 | BOY |
| EOY | 6129274 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14195720 | BOY |
| EOY | 20509316 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29453545 | BOY |
| EOY | 35225923 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $56,897 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 56897 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | THE MWW GROUP, INC. 700 13TH STREET NW, 10TH FLOOR, WASHINGTON DC 20005 $50,000 RETAINER FEE $6,897 MISCELLANEOUS EXPENSES | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5826019 | BeginningOfYearBalance |
| Contributions | 208974 | Contributions |
| Investment Earnings Or Losses | 794605 | InvestmentEarningsOrLosses |
| Other Expenditures | 11060 | OtherExpenditures |
| End Of Year Balance | 6818538 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7660809 | BeginningOfYearBalance |
| Contributions | 142172 | Contributions |
| Investment Earnings Or Losses | -1543115 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -419404 | GrantsOrScholarships |
| Other Expenditures | -14443 | OtherExpenditures |
| End Of Year Balance | 5826019 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.90000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10000 | 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 | 525197 | InvestmentCostOrOtherBasis |
| Book Value | 525197 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 25616046 | InvestmentCostOrOtherBasis |
| Depreciation | 9070100 | Depreciation |
| Book Value | 16545946 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 12823114 | InvestmentCostOrOtherBasis |
| Depreciation | 9270173 | Depreciation |
| Book Value | 3552941 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 738314 | InvestmentCostOrOtherBasis |
| Book Value | 738314 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 21362398 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| annuities payable | $36,527 |
| line of credit | $1,310,130 |
| conditional asset retirement obligation | $192,466 |
| POST RETIREMENT LIABILITY | $32,952 |
| FAIR VALUE OF INTEREST RATE SWAP | $246,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1818705 | TotalOfAmounts |
| Total Revenue | 40626318 | TotalRevenue |
| Total Expenses | 34633413 | TotalExpenses |
| Excess Or Deficit For Year | 5992905 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 661677 | NetUnrealizedGLOnInvestments |
| Other | -$340,986 | OtherAmount |
| Total Adjustments | 320691 | TotalAdjustments |
| Excess Or Deficit Per FS | 6313596 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 29838693 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 661677 | NetUnrealizedGainsInvestments |
| Other Revenues | -299080 | OtherRevenues |
| Revenue Not Rptd F990 | 362597 | RevenueNotRptdF990 |
| Revenue Subtotal | 29476096 | RevenueSubtotal |
| Other Revenues Not Included | 11150222 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 11150222 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 40626318 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23525097 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 41906 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 41906 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23483191 | ExpensesSubtotal |
| Other Expenses Not Included | 11150222 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11150222 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 34633413 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | This endowment is used by the organization to provide scholarships to worthy individuals. |
| Part XI, Line 8 - Other Adjustments: | UNREALIZED LOSS ON VALUE OF INTEREST RATE SWAPS: -340986. | |
| Part XII, Line 2d - Other Adjustments: | UNREALIZED LOSS ON INTEREST RATE SWAP: -340986. Fundraising Expenses: 41906. | |
| Part XII, Line 4b - Other Adjustments: | institutional student aid: 11150222. | |
| Part XIII, Line 2d - Other Adjustments: | Fundraising Expenses: 41906. | |
| Part XIII, Line 4b - Other Adjustments: | institutional student aid: 11150222. |
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 |
| Pub Via Broadcast Media Expln | THE POLICY IS PUBLICIZED ON ADMISSIONS BROCHURES AND COURSE CATALOGS, AS WELL AS ON THE SCHOOL WEBSITE WHICH IS AVAILABLE TO THE PUBLIC. | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | SIENNA HEIGHTS UNIVERSITY RECEIVES FEDERAL FUNDS FOR FINANCIAL AID FOR ITS STUDENTS. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
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 | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEROLD PANAS LINZY & PARTNERS LTD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTATION FOR CAPITAL CAMPAIGN | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 2279246 | GrossReceipts |
| Amount Retained By Contractor | 117113 | AmountRetainedByContractor |
| Net To Organization | 2162133 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2279246 | TotalGrossReceipts |
| Total Retained By Contractors | 117113 | TotalRetainedByContractors |
| Total Net To Organization | 2162133 | TotalNetToOrganization |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 45930 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 37487 | CashPrizesOtherGaming |
| Rent Facility Costs Other Gaming | 3024 | RentFacilityCostsOtherGaming |
| Other Direct Expenses Other Gaming | 1395 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 45930 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 37487 | CashPrizesTotalGaming |
| Rent Facility Costs Total Gaming | 3024 | RentFacilityCostsTotalGaming |
| Other Direct Expenses Total Gaming | 1395 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 41906 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 4024 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MI | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
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 | SCHOLARSHIP - TUITION/BOOKS | TypeOfGrant |
| Number Of Recipients | 1636 | NumberOfRecipients |
| Amount Of Cash Grant | 11150222 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEG ALBERT OP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 163402 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 31736 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 195138 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC DEVELOPMENT CORP of the County of Lenawee | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521302758 | IssuerEIN |
| CUSIP Number | 526010ADF | CUSIPNumber |
| Date Issued | 2009-04-29 | DateIssued |
| Issue Price | 8700000 | IssuePrice |
| Description Of Purpose | TO FINANCE REFUNDING FOR SERIES 2006 BONDS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 8700000 | TotalProceeds |
| Issuance Costs From Proceeds | 273375 | IssuanceCostsFromProceeds |
| Capital Expenditures | 8426625 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 1 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST AMERICAN BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 5.000000000000 | TermOfHedge |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (13 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Krieghoff Lenawee Companies | |||
| TRUSTEE | 90309 | SCOTT Hill IS A STOCKHOLDER OF KRIEGHOFF LENAWEE COMPANIES. KRIEGHOFF LENAWEE PROVIDED CONSTRUCTION SERVICES FOR THE ORGANIZATION. | 0 |
| Consumers Energy | |||
| TRUSTEE | 315536 | FRANK Johnson IS A SR. VP OF CONSUMERS ENERGY CO. THE ORGANIZATION ENTERED INTO A CONTRACT WITH CONSUMERS ENERGY CO. | 0 |
| Consumers Energy | |||
| TRUSTEE | 315536 | DAVID Mengebier IS A SR. VP GOVERNMENTAL & PUBLIC AFFAIRS OF CONSUMERS ENERGY CO. THE ORGANIZATION ENTERED INTO A CONTRACT WITH CONSUMERS ENERGY CO. | 0 |
| (no name) | |||
| 0 | |||
| (no name) | |||
| 0 | |||
| (no name) | |||
| 0 | |||
| KAPNICK INSURANCE | |||
| TRUSTEE | 155089 | DOUG IS A GREATER THAN 5% OWNER OF KAPNICK INSURANCE. KAPNICK INSURANCE PROVIDES INSURANCE AND FLEX SPENDING SERVICES. | 0 |
| Sister Frances Nadolny OP PHD | |||
| Sister Frances is a Board Member | Sister Frances is the Chapter Prioress of the Great Lakes Dominican Mission Chapter of the Adrian Dominican Sisters Congregation. Sister Frances is provided with a stipend to cover her basic living expenses by the Adrian Dominican Sisters. | 0 | |
| Sister Rosa Monique Pena OP | |||
| Sister Rosa is a Board Member | Sister Rosa is the Vicaress/General Councilor of the Adrian Dominican Sisters Congregation. Sister Rosa is provided with a stipend to cover her basic living expenses by the Adrian Dominican Sisters. | 0 | |
| Sister Jamie T Phelps OP PhD | |||
| Sister Jamie is a Board Member | Sister Jamie is a member of the Adrian Dominican Sisters Congregation. Sister Jamie is provided with a stipend to cover her basic living expenses by the Adrian Dominican Sisters. | 0 | |
| Sister Anneliese Sinnott OP PHD | |||
| Sister Anneliese is a board Member | Sister Anneliese is a member of the Adrian Dominican Sisters Congregation. Sister Anneliese is provided with a stipend to cover her basic living expenses by the Adrian Dominican Sisters. | 0 | |
| Sister Patricia Walter OP PHD | |||
| Sister Patricia is a Board Member | Sister Patricia is a member of the Adrian Dominican Sisters Congregation. Sister Patricia is provided with a stipend to cover her basic living expenses by the Adrian Dominican Sisters. | 0 | |
| Sister Peg Albert | |||
| Sister Peg is the President of the University | Sister Peg is a member of the Adrian Dominican Sisters Congregation. Sister Peg is paid a salary which is given directly to the Adrian Dominican Sisters. She is then provided with a stipend to cover her basic living expenses by the Adrian Dominican Sisters. | 0 | |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | SCOTT HILL, STEPHANIE BOYSE AND DAVID MAXWELL ARE TRUSTEES OF SIENA HEIGHTS UNIVERSITY AND ARE BOARD MEMBERS OF UNITED BANK & TRUST. SCOTT HILL PROVIDES CONSTRUCTION AND CONTRACTING SERVICES FOR STEPHANIE BOYCE'S MANUFACTURING BUSINESS. |
| Form 990, Part VI, Section A, line 6 | The entity is organized on a membership basis. |
| Form 990, Part VI, Section A, line 7a | THE ADRIAN DOMINICAN SISTERS HAVE THE EXCLUSIVE RIGHT TO elect Trustees to the Board of Trustees and remove any Trustee at any time if they believe it is in the best interest of the Corporation to do so. |
| Form 990, Part VI, Section A, line 7b | THE ADRIAN DOMINICAN SISTERS HAVE THE EXCLUSIVE RIGHT TO EXERCISE THE RESERVED POWERS BESTOWED UPON THEM PURSUANT TO THE SIENA HEIGHTS UNIVERSITY BYLAWS. THESE RESERVED POWERS INCLUDE THE FOLLOWING: (a)approve the mission, purposes and philosophy of the Corporation; (b)elect Trustees to the Board of Trustees in accordance with the procedures set forth in Article V, Section 3; (c)remove any Trustee at any time if they believe it is in the best interest of the Corporation to do so; (d)review and comment on all annual operating and capital budgets developed by the Board of Trustees prior to their adoption by the Board, and all non-budgeted operating expenses and capital expenditures in excess of an amount determined from time to time by the Members; (e)authorize and/or approve any incurrence, assumption, or guarantee of debt in excess of an amount determined from time to time by the Members; (f)authorize and/or approve the encumbrance, sale, lease or other disposition of any real estate or the sale of all or substantially all of the Corporation's assets; (g)authorize and/or approve contracts that call for expenditures of sums in excess of an amount determined from time to time by the Members; (h)authorize and/or approve the merger or consolidation of the Corporation with or into another entity; (i)appoint and reappoint the President, and remove the President if they believe it is in the best interest of the Corporation to do so; (j)remove other officers of the Corporation if they believe it is in the best interest of the Corporation to do so; (k)authorize and/or approve the creation of subsidiaries or affiliates of the Corporation or the Corporation's participation in joint ventures; (l)authorize and/or approve any amendments to the Corporation's Articles of Incorporation and/or Bylaws after consulting with the Board of Trustees; and (m)authorize and/or approve the dissolution of the Corporation. |
| Form 990, Part VI, Section B, line 11 | Form 990 was presented to the Board of Directors for review prior to being submitted to the IRS. Questions and comments were solicited from the board to ensure the completeness and accuracy of this form. |
| Form 990, Part VI, Section B, line 12c | TRUSTEES COMPLETE WRITTEN CONFLICTS ANNUALLY. DIFFERENT STANDING COMMITTEES OF THE BAORD OF TRUSTEES MONITOR AND REVIEW CONFLICTS OF INTEREST FOR KEY EMPLOYEES AND TRUSTEES ANNUALLY. |
| Form 990, Part VI, Section B, line 15 | THE COMPENSATION FOR THE PRESIDENT IS DETERMINED BY A SUB-COMMITTEE (COMPENSATION COMMITTEE) OF THE BOARD OF TRUSTEES. THIS COMMITTEE MEETS AFTER THE PERFORMANCE REVIEW IS COMPLETED FOR THE PRESIDENT. IF A RAISE IS WARRANTED, THE PRESIDENT CAN DECLINE BASED ON UNIVERSITY DETERMINATION OF INCREASES FOR THE ENTIRE STAFF. COMPENSATION FOR ALL EMPLOYEES IS COMPARED TO CUPA STANDARDS AND ANNUAL RAISES FOR THE COMMUNITY AT-LARGE IS DETERMINED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION MAKES ORGANIZATIONAL DOCUMENTS AVAILABLE AT THE SIENA HEIGHTS UNIVERSITY LIBRARY AND THROUGH THE UNIVERSITY'S WEBSITE. FURTHER, ALL ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part XI, Line 2c | The process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADRIAN DOMINICAN SISTERS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1257 E SIENA HEIGHTS DR | AddressLine1 |
| City | ADRIAN | City |
| State | MI | State |
| ZIP Code | 49221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CATHOLIC RELIGIOUS ORDER | PrimaryActivities |
| Legal Domicile State | MI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 1 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ADRIAN DOMINICAN SISTERS | |
| C | 500000 |
| ADRIAN DOMINICAN SISTERS | |
| O | 280965 |