LORAS COLLEGE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- LORAS COLLEGE (EIN 42-0680412)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-09-23
- IRS object ID
- 201142669349301019
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-23T15:25:29-05:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM MCGLADREY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 THIRD AVENUE SE SUITE 300 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524011512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420680412 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORAS COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LORA | NameControl |
| Phone | 5635887100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 ALTA VISTA | AddressLine1 |
| City | DUBUQUE | City |
| State | IA | State |
| ZIP Code | 52001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN J SCHMALL | Name |
| Title | TREASURER | Title |
| Phone | 5635887100 | Phone |
| Date Signed | 2011-09-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kay Hegarty | Name |
| Phone | 3192985333 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES COLLINS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 ALTA VISTA | AddressLine1 |
| City | DUBUQUE | City |
| State | IA | State |
| ZIP Code | 52001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 86838345 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.LORAS.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1839 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | EDUCATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1391 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 108260 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10931511 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8405847 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 45361040 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 46022711 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 413737 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3276683 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 300966 | OtherRevenuePriorYear |
| Other Revenue Current Year | 248355 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 57007254 | TotalRevenuePriorYear |
| Total Revenue Current Year | 57953596 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 16826369 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 17801451 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20717286 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21098372 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 63035 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 62216 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1642930 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 17705916 | OtherExpensePriorYear |
| Other Expenses Current Year | 17592648 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 55312606 | TotalExpensesPriorYear |
| Total Expenses Current Year | 56554687 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1694648 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1398909 | RevenuesLessExpensesCY |
| Total Assets BOY | 114980378 | TotalAssetsBOY |
| Total Assets EOY | 113925665 | TotalAssetsEOY |
| Total Liabilities BOY | 73178444 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 74230739 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 41801934 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 39694926 | NetAssetsOrFundBalancesEOY |
| Mission Description | LORAS, AS A CATHOLIC LIBERAL ARTS COLLEGE, CREATES A COMMUNITY OF ACTIVE LEARNERS, REFLECTIVE THINKERS, ETHICAL DECISION MAKERS AND RESPONSIBLE CONTRIBUTORS IN DIVERSE PROFESSIONAL, SOCIAL AND RELIGIOUS ROLES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17801451 | Expense |
| Grants | 17801451 | Grants |
| Revenue | 0 | Revenue |
| Description | SCHOLARSHIPS & GRANTS TO STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14499268 | Expense |
| Grants | 0 | Grants |
| Revenue | 38600003 | Revenue |
| Description | INSTRUCTION & ACADEMIC SUPPORT PROVIDED TO FULL AND PART TIME STUDENTS (1,509 FULL-TIME EQUIVALENT STUDENTS). | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8318512 | Expense |
| Grants | 0 | Grants |
| Revenue | 2757030 | Revenue |
| Description | STUDENT SERVICES, INCLUDING STUDENT DEVELOPMENT, INTERCOLLEGIATE ATHLETICS AND OTHER SERVICES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12608447 | Expense |
| Grants | 0 | Grants |
| Revenue | 4665678 | Revenue |
| Description | OTHER PROGRAM SERVICES INCLUDE AUXILIARY PROGRAMS SUCH AS HOUSING AND FOOD SERVICE, RESEARCH, PUBLIC SERVICE AND INSTITUTIONAL SUPPORT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 12608447 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 4665678 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 53227678 | 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 | 1 | 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 | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | 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 | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 167 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1391 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| 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 | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN J SCHMALL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5635884992 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 ALTA VISTA STREET | AddressLine1 |
| City | DUBUQUE | City |
| State | IA | State |
| ZIP Code | 52001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JAMES COLLINS | |||||||
| PRESIDENT | 40.00 | X | X | 263727 | 0 | 23153 | |
| MOST REV JEROME HANUS OSB | |||||||
| REGENT | 1.00 | X | X | 0 | 0 | 0 | |
| JAMES W BEAR | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| J PAUL BREITBACH | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| KATHY HANNAN | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| GREG GUMBAL | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| ELDON T HERRIG | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| THERESA HOFFMAN | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| DENNIS HOULIHAN | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| JOHN MULHERIN | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| TONY REARDON | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| STEPHANIE SAVAGE | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| REV JOHN PSCHLEGEL | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| JOHN SCHMIDT | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| NATALIE SCHRAMM | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| DAVID W SPAHN | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW P STUDDERT | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS J TAUKE | |||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| TROY CICERO | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL COLLOTON | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| JAMES M DAVIS | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| VERY REV EVERETT HEMANN | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD KENNEY | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY LADD | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS E MCCARTY | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| JAMES THEISEN | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| SISTER MARGARET WICK | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| DAVID WILSON | |||||||
| REGENT | 1.00 | X | 0 | 0 | 0 | ||
| JOHN WERTZBERGER | |||||||
| VICE PRESIDENT | 40.00 | X | 120238 | 0 | 13434 | ||
| STEPHEN J SCHMALL | |||||||
| VICE PRESIDENT | 40.00 | X | 115505 | 0 | 63469 | ||
| CHERYL JACOBSEN | |||||||
| VICE PRESIDENT | 40.00 | X | 130499 | 0 | 16106 | ||
| LISA L BUNDERS | |||||||
| VICE PRESIDENT | 40.00 | X | 105467 | 0 | 22053 | ||
| ROBERT TUCKER | |||||||
| DIR OF SPORTS CAMP | 40.00 | 112786 | 0 | 13221 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 848222 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 151436 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARAMARK | |||||
| 1450 ALTA VISTA | DUBUQUE | IA | 52004 | FOOD SERVICE | 2636343 |
| CONLON CONSTRUCTION | |||||
| PO BOX 3400 | DUBUQUE | IA | 52001 | CONSTRUCTION | 647013 |
| ROYALL & COMPANY | |||||
| 1920 E PARHAM RD | RICHMOND | VA | 23228 | ENROLLMENT MGMT SERVICES | 162758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 6444 | FundraisingEvents |
| Government Grants | 925897 | GovernmentGrants |
| All Other Contributions | 7473506 | AllOtherContributions |
| Noncash Contributions | 1104077 | NoncashContributions |
| Total Contributions | 8405847 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| COLLEGE FEES & SERVICE | 611600 | 36505894 | 36505894 | |
| SALES AND SERVICES OF | 900099 | 8404382 | $8,404,382 | |
| SALES AND SERVICES OF | 900099 | 519775 | $519,775 | |
| FINE INCOME | 900099 | 84460 | $84,460 | |
| DELINQUENCY CHARGES | 900099 | 51489 | $51,489 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 456711 | TotalRevenueColumn |
| Exclusion | $456,711 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 46022711 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 405554 | TotalRevenueColumn |
| Exclusion | $405,554 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31740186 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28869057 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2871129 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2871129 | TotalRevenueColumn |
| Exclusion | $2,871,129 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 139555 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 6444 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1354 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 138201 | TotalRevenueColumn |
| Exclusion | $138,201 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 16232 | GrossIncomeGaming |
| Gaming Direct Expenses | 14338 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1894 | TotalRevenueColumn |
| Exclusion | $1,894 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| FACILITIES, RENTAL, CA | 722320 | 104689 | 104689 |
| AVR INCOME | 900003 | 3163 | 3163 |
| ADVERTISING | 541800 | 408 | 408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 108260 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57953596 | TotalRevenueColumn |
| Related Or Exempt Function Income | 36505894 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 108260 | UnrelatedBusinessRevenue |
| Exclusion | $12,933,595 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17801451 | Total |
| Program Services | 17801451 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 904425 | Total |
| Program Services | 146556 | ProgramServices |
| Management And General | 536436 | ManagementAndGeneral |
| Fundraising | 221433 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16133482 | Total |
| Program Services | 15128580 | ProgramServices |
| Management And General | 217131 | ManagementAndGeneral |
| Fundraising | 787771 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 773794 | Total |
| Program Services | 724017 | ProgramServices |
| Management And General | 3452 | ManagementAndGeneral |
| Fundraising | 46325 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2143291 | Total |
| Program Services | 1941362 | ProgramServices |
| Management And General | 141801 | ManagementAndGeneral |
| Fundraising | 60128 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1143380 | Total |
| Program Services | 1028775 | ProgramServices |
| Management And General | 50605 | ManagementAndGeneral |
| Fundraising | 64000 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42640 | Total |
| Program Services | 42640 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83709 | Total |
| Program Services | 1263 | ProgramServices |
| Management And General | 82446 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51508 | Total |
| Program Services | 153 | ProgramServices |
| Management And General | 51355 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3554 | Total |
| Management And General | 3554 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62216 | Total |
| Fundraising | 62216 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65411 | Total |
| Program Services | 250 | ProgramServices |
| Management And General | 65161 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1077368 | Total |
| Program Services | 1001529 | ProgramServices |
| Management And General | 57472 | ManagementAndGeneral |
| Fundraising | 18367 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187442 | Total |
| Program Services | 170982 | ProgramServices |
| Fundraising | 16460 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2271549 | Total |
| Program Services | 2078159 | ProgramServices |
| Management And General | 100451 | ManagementAndGeneral |
| Fundraising | 92939 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1412315 | Total |
| Program Services | 1367828 | ProgramServices |
| Management And General | 4962 | ManagementAndGeneral |
| Fundraising | 39525 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1196020 | Total |
| Program Services | 1196020 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 810199 | Total |
| Program Services | 706426 | ProgramServices |
| Management And General | 39229 | ManagementAndGeneral |
| Fundraising | 64544 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24854 | Total |
| Program Services | 18943 | ProgramServices |
| Management And General | 2827 | ManagementAndGeneral |
| Fundraising | 3084 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2227709 | Total |
| Program Services | 2227709 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2995079 | Total |
| Program Services | 2995079 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231638 | Total |
| Program Services | 231638 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE | 2426572 | 2426572 | ||
| REPAIRS AND MAINTENANCE | 445802 | 445556 | 246 | |
| RECRUITING EXPENSES | 226033 | 171948 | 53955 | 130 |
| LIBRARY MATERIALS | 193758 | 193758 | ||
| DUES AND SUBSCRIPTIONS | 177791 | 62380 | 95100 | 20311 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1441697 | Total |
| Program Services | 1118104 | ProgramServices |
| Management And General | 177896 | ManagementAndGeneral |
| Fundraising | 145697 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56554687 | Total |
| Program Services | 53227678 | ProgramServices |
| Management And General | 1684079 | ManagementAndGeneral |
| Fundraising | 1642930 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45131 | BOY |
| EOY | 53445 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7884584 | BOY |
| EOY | 5107230 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24044006 | BOY |
| EOY | 26279558 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 697500 | BOY |
| EOY | 588091 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86188 | BOY |
| EOY | 74192 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 686397 | BOY |
| EOY | 699200 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 98718723 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 40614449 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60413232 | BOY |
| EOY | 58104274 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8865890 | BOY |
| EOY | 11508077 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2052784 | BOY |
| EOY | 1890749 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6441187 | BOY |
| EOY | 5746319 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3763479 | BOY |
| EOY | 3874530 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114980378 | BOY |
| EOY | 113925665 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3305405 | BOY |
| EOY | 2929756 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1522476 | BOY |
| EOY | 1828722 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53485000 | BOY |
| EOY | 52010000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 728943 | BOY |
| EOY | 712490 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14136620 | BOY |
| EOY | 16749771 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73178444 | BOY |
| EOY | 74230739 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -6917946 | BOY |
| EOY | -12135431 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26806373 | BOY |
| EOY | 29347752 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21913507 | BOY |
| EOY | 22482605 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41801934 | BOY |
| EOY | 39694926 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114980378 | BOY |
| EOY | 113925665 | 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 | 1 | Volunteers |
| Paid Staff Or Management | 0 | 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 | 0 | OtherActivities |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 426038 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18602945 | BeginningOfYearBalance |
| Contributions | 384208 | Contributions |
| Investment Earnings Or Losses | 315574 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 153734 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 19148993 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28418475 | BeginningOfYearBalance |
| Contributions | 663848 | Contributions |
| Investment Earnings Or Losses | -9137075 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 705828 | GrantsOrScholarships |
| Other Expenditures | 636475 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 18602945 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00100 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99900 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1151080 | OtherCostOrOtherBasis |
| Book Value | 1151080 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 75748946 | OtherCostOrOtherBasis |
| Depreciation | 25981694 | Depreciation |
| Book Value | 49767252 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11376189 | OtherCostOrOtherBasis |
| Depreciation | 8271632 | Depreciation |
| Book Value | 3104557 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10442508 | OtherCostOrOtherBasis |
| Depreciation | 6361123 | Depreciation |
| Book Value | 4081385 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 58104274 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH & CASH EQUIVALENTS | 349335 | F |
| STUDENT LOANS | 5396984 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 5746319 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AMOUNTS HELD FOR OTHERS | $409,982 |
| ANNUITIES AND UNITRUSTS PAYABLE | $875,592 |
| ACCRUED LOSS ON INTEREST RATE SWAP | $10,280,823 |
| DUE TO US GOVERNMENT | $3,293,477 |
| FINANCING OBLIGATION | $1,889,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16749771 | TotalOfAmounts |
| Total Revenue | 57953596 | TotalRevenue |
| Total Expenses | 56554687 | TotalExpenses |
| Excess Or Deficit For Year | 1398909 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2745350 | NetUnrealizedGLOnInvestments |
| Other | -$760,567 | OtherAmount |
| Total Adjustments | -3505917 | TotalAdjustments |
| Excess Or Deficit Per FS | -2107008 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 37440172 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 36000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 1354 | OtherRevenues |
| Revenue Not Rptd F990 | 37354 | RevenueNotRptdF990 |
| Revenue Subtotal | 37402818 | RevenueSubtotal |
| Other Revenues Not Included | 20550778 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 20550778 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 57953596 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 39547180 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 36000 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 761921 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 797921 | ExpensesNotRptdF990 |
| Expenses Subtotal | 38749259 | ExpensesSubtotal |
| Other Expenses Not Included | 17805428 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 17805428 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 56554687 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 4: | THE COLLEGE MAINTAINS VARIOUS ARTWORKS, MANUSCRIPTS, STATUES, PAINTINGS, BOOKS, AND FURNITURE THAT PRESERVES THE HERITAGE OF THE COLLEGE AND PROMOTES ITS SCHOLARSHIPS ENDEAVORS. | |
| Part V, Line 4: | THE ENDOWMENT HAS BEEN ESTABLISHED TO PROVIDE A SUFFICIENT TOTAL RETURN TO SUPPLEMENT THE COLLEGE'S VARIOUS SOURCES OF OPERATING INCOME AND TO SUPPORT IN PERPETUITY THE MISSION OF THE COLLEGE. | Description of Intended Use of Endowment Funds: |
| Part X: | IN ACCORDANCE WITH THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE COLLEGE ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE COLLEGE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERIT OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE COLLEGE AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THERE WERE NOT SIGNIFICANT UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES DURING FISCAL YEAR 2010. OPEN TAX YEARS SUBJECT TO EXAMINATION BY THE U.S. AND STATE TAXING AUTHORITIES ARE FOR YEARS 2007 TO 2009, WHICH STATUTES EXPIRE IN 2010-2012, RESPECTIVELY. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XI, Line 8 - Other Adjustments: | UNREALIZED GAINS (LOSS) ON INTEREST RATE SWAP: -760567. | |
| Part XII, Line 2d - Other Adjustments: | DIRECT FUND RAISING EXPENSE REPORTED AS CONTRA INCOME: 1354. | |
| Part XII, Line 4b - Other Adjustments: | SCHOLARSHIPS AND GRANTS REPORTED AS CONTRA INCOME: 17801451. KIOSK REFERRAL INCOME REPORTED AS CONTRA EXPENSE: 3977. UNREALIZED LOSS ON INVESTMENTS: 2745350. | |
| Part XIII, Line 2d - Other Adjustments: | DIRECT FUNDRAISING EXPENSE REPORTED AS CONTRA REVENUE: 1354. UNREALIZED LOSS ON INTEREST RATE SWAP: 760567. | |
| Part XIII, Line 4b - Other Adjustments: | SCHOLARSHIPS AND GRANTS REPORTED AS CONTRA INCOME: 17801451. KIOSK REFERRAL INCOME REPORTED AS CONTRA EXPENSE: 3977. |
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 COLLEGE'S NONDISCRIMINATORY POLICY IS PUBLISHED IN ITS UNDERGRADUATE BULLETIN AND STUDENT HANDBOOK AS WELL AS AVAILABLE VIA ITS WEBSITE. | 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 | THE COLLEGE RECEIVES FINANCIAL AID FROM FEDERAL AND STATE GOVERNMENTS. THIS AID IS THEN AWARDED TO STUDENTS IN ACCORDANCE WITH THE GUIDELINES ESTABLISHED FOR EACH FORM OF FINANCIAL AID. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE | 0 | 1 | PROGRAM SERVICES | STUDY ABROAD | 214822 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 37231 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 20166 |
| EUROPE | INVESTMENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Total Amount Spent | 272219 | 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 | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO CODY & ASSOCIATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONATHON | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 285176 | GrossReceipts |
| Amount Retained By Contractor | 62216 | AmountRetainedByContractor |
| Net To Organization | 222960 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 285176 | TotalGrossReceipts |
| Total Retained By Contractors | 62216 | TotalRetainedByContractors |
| Total Net To Organization | 222960 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 17610 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 6444 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 11166 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 1354 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ATHLETICS FUNDRAISER | NameOfEvent2 |
| Gross Receipts Event2 | 121671 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 121671 | GrossRevenueEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 6718 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 6718 | GrossRevenueOtherEvents |
| Gross Receipts Total | 145999 | GrossReceiptsTotal |
| Charitable Contributions Total | 6444 | CharitableContributionsTotal |
| Gross Revenue Total Events | 139555 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 1354 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1354 | DirectExpenseSummaryEvents |
| Net Income Summary | 138201 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 16232 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 4359 | CashPrizesOtherGaming |
| Non Cash Prizes Other Gaming | 142 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 9837 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 16232 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 4359 | CashPrizesTotalGaming |
| Non Cash Prizes Total Gaming | 142 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 9837 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 14338 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 1894 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IA | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.72000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 0.28000 | PercentageOfGamingOthrFacility |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN J SCHMALL | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 ALTA VISTA STREET | AddressLine1 |
| City | DUBUQUE | City |
| State | IA | State |
| ZIP Code | 52001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 AID FOR STUDENTS' COST OF ATTENDANCE | TypeOfGrant |
| Number Of Recipients | 1560 | NumberOfRecipients |
| Amount Of Cash Grant | 17801451 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: THE COLLEGE'S OFFICE OF FINANCIAL PLANNING MONITORS ALL AWARDS TO ENSURE COMPLIANCE WITH FEDERAL AND STATE REGULATIONS. ADDITIONALLY, THE COLLEGE ENGAGES AN INDEPENDENT AUDIT IN ACCORDANCE WITH OMB A-133. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES COLLINS | |||||||||||||
| 222168 | 0 | 30000 | 0 | 11559 | 0 | 8371 | 0 | 14782 | 0 | 286880 | 0 | 0 | 0 |
| STEPHEN J SCHMALL | |||||||||||||
| 110601 | 0 | 0 | 0 | 4904 | 0 | 6531 | 0 | 56938 | 0 | 178974 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | THE DISCRETIONARY SPENDING ACCOUNT FOR AN EMPLOYEE IS PART OF THE NORMAL TAXABLE WAGES PAID TO THE EMPLOYEE AND IS INCLUDED AS PART OF THE EMPLOYEE'S TAXABLE INCOME. COUNTRY CLUB DUES ARE PROVIDED TO CERTAIN EMPLOYEES AS A MEANS TO THE COLLEGE EXPANDING ITS CHARITABLE PURPOSE. ANY PORTION OF THE DUES ATTRIBUTABLE TO THE PERSONAL USE BY THE EMPLOYEE ARE ADDED TO THE EMPLOYEE'S W-2; ONLY THE PORTION ALLOCABLE TO THE BUSINESS PURPOSE OF THE COLLEGE ARE ALLOWED. | 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 |
|---|---|---|---|---|---|---|
| IOWA HIGHER EDUCATION LOAN AUTHORITY | ||||||
| 421235696 | 462460ZC3 | 2006-10-01 | 22035000 | REFINANCE 1996 ISSUE, CONSTRUCTION | 0 | 0 |
| IOWA HIGHER EDUCATION LOAN AUTHORITY | ||||||
| 421235696 | 2009-05-20 | 6000000 | WORKING CAPITAL | 0 | 0 | |
| IOWA HIGHER EDUCATION LOAN AUTHORITY | ||||||
| 421235696 | 2010-05-20 | 4000000 | WORKING CAPITAL | 0 | 0 | |
| IOWA HIGHER EDUCATION LOAN AUTHORITY | ||||||
| 421235696 | 2010-05-20 | 3000000 | WORKING CAPITAL | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Working Capital ExpendituresWorkingCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|
| 22035000 | 137760 | 17892905 | 2007 | 1 | 0 | 1 | 1 | |
| 6059280 | 2010 | 0 | 0 | 1 | 1 | 6059280 | ||
| 4000000 | 2011 | 0 | 0 | 1 | 1 | 4000000 | ||
| 3000000 | 2011 | 0 | 0 | 1 | 1 | 3000000 |
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 |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
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 |
|---|---|---|---|---|---|
| 1 | 1 | 1 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
Name Of Interested Business NameOfInterestedBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS STUDENTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Organization | RELATED FAMILY MEMBERS | RelationshipWithOrganization |
| Type Of Assistance | SCHOLARSHIPS Amount $ 61465. | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTIE L ARTHOFER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DAUGHTER OF REGENT | Relationship |
| Amount Of Transaction | 21244 | AmountOfTransaction |
| Description Of Transaction | COMPENSATION | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 400 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR VALUATION | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 68 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 496357 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG HIGH/LOW SHARE VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | CONSTRUCTION | 1 | 370484 | DONOR VALUATION |
| X | SCIENTIFIC EQUIPMENT | 1 | 100000 | DONOR VALUATION |
| X | PRIZES/AUCTION ITEMS | 139 | 20092 | DONOR VALUATION |
| X | OFFICE EQUIP & MACH | 9 | 7886 | DONOR VALUATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributors: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | PART 1 OTHER: CLASSROOM EQUIPMENT AND MATERIALS: $4,661 FOOD/BEVERAGE FOR EVENTS: $4,389 TECHNOLOGY EQUIPMENT: $4,304 LODGING: $3,224 FURNITURE/DECOR: $2,281 PART 1, COLUMN B: THE NUMBER OF CONTRIBUTORS RATHER THAN THE NUMBER OF ITEMS IS REPORTED. SCHEDULE M, LINE 32B: LORAS COLLEGE'S FINANCIAL INSTITUTION SELLS ALL PUBLICLY TRADED SECURITIES AT THE OF GIFT ON BEHALF OF LORAS COLLEGE THROUGH AN INDEPENDENT BROKER. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | THE COLLEGE MAKES THE 990 AVAILABLE TO ALL BOARD MEMBERS VIA A SECURE PORTAL WEBSITE PRIOR TO FILING WITH THE IRS. THIS IS THE PROCESS BY WHICH THE BOARD MEMBERS REVIEW THE 990. | |
| Form 990, Part VI, Section B, line 12c | ANNUALLY, EACH OFFICER, DIRECTOR, AND KEY EMPLOYEE MUST FILE A STATEMENT VERIFYING S/HE HAS READ THE CONFLICT OF INTEREST POLICY AND IS DISCLOSING ANY CONFLICTS OF INTEREST. EACH STATEMENT IS SENT DIRECTLY TO THE AUDIT COMMITTEE CHAIRPERSON. THE CHAIR AND COLLEGE'S TREASURER REVIEW EACH STATEMENT. IN ADDITION, THE TREASURER AND CONTROLLER MONITOR ANY TRANSACTIONS THROUGHOUT THE YEAR BETWEEN SUCH PARTIES. EACH TRANSACTION IS LOGGED WITH THE COLLEGE'S GENERAL LEDGER SYSTEM. | |
| Form 990, Part VI, Section B, line 15 | THE PROCESS USED BY THE COLLEGE IN DETERMINING COMPENSATION OF KEY EMPLOYEES IS: - BOARD APPOINTED COMPENSATION COMMITTEE REVIEWS ALL RECOMMENDED COMPENSATION LEVELS - COMPARATIVE BENCHMARK DATA IS USED (IAICU, CUPA, AND OTHERS) - WRITTEN EMPLOYMENT CONTRACTS ARE IN PLACE FOR THE PRESIDENT; OTHER KEY EMPLOYEES IN ACCORDANCE WITH THE COLLEGE'S HANDBOOKS - COMPENSATION IS FORMALLY APPROVED BY THE FULL BOARD OF REGENTS | |
| Form 990, Part VI, Section C, line 19 | THE COLLEGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA ANOTHER'S WEBSITE, SUCH AS GUIDESTAR.ORG, OR UPON REQUEST. | |
| Schedule G, Part I, Line 2b, Column (v) | THE COLLEGE CONTRACTS WITH RUFFALO CODY FOR A FIXED AMOUNT TO ASSIST THE COLLEGE IN ITS ANNUAL PHONATHON. THIS AMOUNT IS PAID IN INSTALLMENTS TO RUFFALO CODY. | Explanation of Fundraising Payments |
| FORM 990, PART VI, SECTION B, LINE 13 | THE COLLEGE IS IN THE PROCESS OF ADOPTING A WRITTEN WHISTLEBLOWER POLICY. | WRITTEN WHISTLEBLOWER POLICY |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| NATIONAL ALUMNI ASSOCIATION OF LORAS COLLEGE | |||||||||
| 1450 ALTA VISTA STREET | DUBUQUE | IA | 52001 | 421371056 | SUPPORT OF COLLEGE | IA | 501(C)(3) | 11B | N/A |
| MCELROY TRUST | |||||||||
| 1450 ALTA VISTA STREET | DUBUQUE | IA | 52001 | 421239612 | SUPPORT OF COLLEGE | IA | 501(C)(3) | 11A | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTA VISTA RESEARCH INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 ALTA VISTA STREET | AddressLine1 |
| City | DUBUQUE | City |
| State | IA | State |
| ZIP Code | 52001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | MARKET RESEARCH | PrimaryActivity |
| Legal Domicile State | IA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 98226 | ShareOfTotalIncome |
| Share Of EOY Assets | 33348 | ShareOfEOYAssets |
| Percentage Ownership | 0.90000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | 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 | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | 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 (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ALTA VISTA RESEARCH INC | |
| A | 3163 |
| ALTA VISTA RESEARCH INC | |
| D | 29837 |
| ALTA VISTA RESEARCH INC | |
| L | 11130 |