2011-11-14T12:54:18-06:00 2011-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2010-07-01 344428207 Bluffton University BLUF 4193583000 1 University Drive Bluffton OH 45817 KEVIN NICKEL 2011-11-14 Joyce A Dulworth 2604604000 2010 2016-02-24 21:20:13Z DR JAMES M HARDER 1 UNIVERSITY DRIVE BLUFFTON OH 45817 37799984 false X WWW.BLUFFTON.EDU X 1899 OH THE UNIVERSITY SEEKS TO PREPARE STUDENTS OF ALL BACKGROUNDS FOR LIFE AS WELL AS VOCATION, FOR RESPONSIBLE CITIZENSHIP, FOR SERVICE TO ALL PEOPLE AND ULTIMATELY FOR THE PURPOSES OF GOD'S UNIVERSAL KINGDOM. 21 21 1112 24 0 0 4181719 5604937 28527564 28708423 100677 206032 67127 121996 32877087 34641388 10895009 11486181 0 0 12217947 12612936 0 6050 903174 9092409 9611888 32205365 33717055 671722 924333 59787429 66184153 16390044 18771620 43397385 47412533 SHAPED BY THE HISTORIC PEACE CHURCH TRADITION AND NOURISHED BY A DESIRE FOR EXCELLENCE IN ALL PHASES OF ITS PROGRAMS, BLUFFTON UNIVERSITY SEEKS TO PREPARE STUDENTS OF ALL BACKGROUNDS FOR LIFE AS WELL AS VOCATION, FOR RESPONSIBLE CITIZENSHIP, FOR SERVICE TO ALL PEOPLES AND, ULTIMATELY, FOR THE PURPOSE OF GOD'S UNIVERSAL KINGDOM. false false 31141016 11486181 28830780 BLUFFTON UNIVERSITY PROVIDES AN EDUCATIONAL EXPERIENCE THAT PROMOTES OUR FOUR ENDURING VALUES OF DISCOVERY, COMMUNITY, RESPECT AND SERVICE. ONE CAN CHOOSE FROM 40 MAJORS AND MORE THAN 20 MINORS. ORGANIZATIONAL MANAGEMENT, EDUCATION, BUSINESS, AND SOCIAL WORK ARE AMONG OUR LARGEST MAJORS. WE ALSO OFFER GRADUATE PROGRAMS IN EDUCATION AND BUSINESS. OUR STUDENT AID PROGRAM SERVED 1,108 STUDENTS AND ALLOWS THE INSTITUTION TO PROVIDE AN EDUCATION THAT IS AFFORDABLE AND REWARDING. 31141016 true true false false false false false true false true true false false true true true true false true false false false false false true false false false true true true false false false false false false false false false false true false false false false false false false false false true 81 0 true 1112 true false false false false false true true false false false false X 21 21 true false false false false false false true true false false false true true true false true true true false X RICHARD LICHTLE 4193583000 1 UNIVERSITY DRIVE BLUFFTON OH 45817 James Bassett 1.0 X 0 0 0 David Baumgartner 1.0 X 0 0 0 Charles Bishop 1.0 X 0 0 0 Larry Copeland 1.0 X 0 0 0 LaVonne Hartman 1.0 X 0 0 0 Edith Landis 1.0 X 0 0 0 John L Liechty 1.0 X 0 0 0 Ronald Lora 1.0 X 0 0 0 Lawrence Milan 1.0 X 0 0 0 Steve Mullet 1.0 X 0 0 0 Thomas Reichenbach 1.0 X 0 0 0 Terry Shetler 1.0 X 0 0 0 Martha Augsburger Showalter 1.0 X 0 0 0 James Sommer 1.0 X 0 0 0 Ernest Thomas 1.0 X 0 0 0 Mark Weidner 1.0 X 0 0 0 Kent Yoder 1.0 X 0 0 0 Wanda Stopher 1.0 X 0 0 0 Kerry Strayer 1.0 X 0 0 0 Morris Stutzman 1.0 X 0 0 0 GREGORY WANNEMACHER 1.0 X 0 0 0 James Harder 65.0 X 150823 0 16530 Willis Sommer 50.0 X 69113 0 9697 Sally Weaver Sommer 55.0 X 89526 0 12946 Hans Houshower 50.0 X 89526 0 11666 Eric Fulcomer 55.0 X 89330 0 12763 KEVIN NICKEL 55.0 X 36944 0 4129 525262 0 67731 1 false true false SODEXO INC 3000 N MERIDIAN STREET INDIANAPOLIS IN 46208 FOOD SERVICE 1823108 Thomas Marker Construction 2084 U S 68 South BELLEFONTAINE OH 43311 BUILDING CONTRACTOR 1861761 CorpComm Group Inc PO Box 358 LIMA OH 45802 ADVERTISING 169812 LIVE TECHNOLOGIES 3854 Fisher Rd COLUMBUS OH 43228 AUDIO VISUAL EQUIP 154805 ATLANTIC EQUIPMENT SPECIALISTS INC PO BOX 348 DANVILLE PA 17821 FOOD SERVICE EQUIP 188115 10 9320 2176541 3419076 54861 5604937 TUITION FEES 611600 22185987 22185987 AUXILIARY FEES 611710 702641 702641 DORMITORY/HOUSING 611710 2895869 2895869 DINING HALL 611710 2923926 2923926 28708423 128576 128576 0 0 2874728 2797272 77456 77456 77456 7900 9320 8261 -361 -361 0 475420 353063 122357 122357 0 34641388 28830780 0 205671 0 11486181 11486181 0 0 506002 170395 248686 86921 0 9397779 8396528 563165 438086 388716 327035 45316 16365 1426467 1224421 141990 60056 893972 711465 148717 33790 0 6512 6512 123551 123551 0 6050 6050 0 306606 266391 11789 28426 303648 221625 37909 44114 1392830 1288367 66603 37860 401059 69130 313572 18357 923 923 1047562 1031610 15952 1191044 1159697 18832 12515 0 271338 148615 41600 81123 425429 425429 0 1969217 1921956 9238 38023 331433 331433 FOOD PURCHASES 1333194 1333194 MISCELLANEOUS 507542 496558 9496 1488 33717055 31141016 1672865 903174 5000 5000 2978242 7526025 3865228 3686125 869945 885697 2531985 2585953 209459 206475 1128514 1222307 62424077 33575760 28086821 28848317 13522142 14878812 6590093 6339442 59787429 66184153 2535974 2331834 9000000 8800000 2289213 4934911 2564857 2704875 16390044 18771620 X 18658325 19179196 9659415 12381630 15079645 15851707 43397385 47412533 59787429 66184153 X 924333 3090815 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106351 X X X false 16105248 790267 3297961 675191 19518285 14543116 745622 1472947 656437 16105248 20064494 247579 -3887286 1881671 14543116 0.16670 0.83330 true false 543194 543194 42871120 19898447 22972673 17382344 13677313 3705031 1627419 1627419 28848317 OTHER ASSETS 6339443 6339443 0 DEPOSITS & PREPAID FEES 597888 FEDERAL ADVANCES FOR STUDENTS 1665919 INTEREST RATE SWAP AGREEMENTS 441068 2704875 34641388 33717055 924333 2819603 271212 3090815 4015148 26607346 2819603 632536 3452139 23155207 11486181 11486181 34641388 22592198 361324 361324 22230874 11486181 11486181 33717055 ENDOWMENT FUNDS Describe the Intended uses of the organization's endowment funds. THE UNIVERSITY'S ENDOWMENT FUND IS DESIGNATED FOR SCHOLARSHIPS, FUTURE CAPITAL EXPANSION, AND MAINTENANCE OF CURRENT FACILITIES. FIN 48 FOOTNOTE Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. PAGE 4, Part XI LINE 8 Change in value of split-interest agreementS 278,302 Change in fair value of derivative contract (7,090) PAGE 4, Part XII Reconciliation of Revenue LINE 2D COST OF GOODS SOLD 353,063 FUNDRAISING EXPENSE 8,261 CHANGE IN VALUE OF INTERESTS IN SPLIT-INTEREST AGREEMENTS 278,302 CHANGE IN FAIR VALUE OF DERIVATIVE CONTRACT (7,090) LINE 4B STUDENT FINANCIAL AID 11,486,181 PAGE 4, Part XIII Reconciliation of Expenses LINE 2D COST OF GOODS SOLD 353,063 FUNDRAISING EXPENSE 8,261 LINE 4B STUDENT FINANCIAL AID 11,486,181 true true true true true true true false false false false false false false false true false true QUESTION 3 A NONDISCRIMINATORY POLICY NOTED IN TRUSTEE BYLAWS, IN BOARD APPROVED RESOLUTION AND IN LITERATURE RELATING TO ALL PROGRAMS. QUESTION 6A BLUFFTON UNIVERSITY PARTICIPATES IN STUDENT AID PROGRAMS PROVIDED BY THE FEDERAL GOVERNMENT. GOLF OUTING 17220 9320 7900 8261 0 17220 9320 7900 8261 8261 -361 true BLUFFTON UNIVERSITY STUDENT AID PROGRAM 1090 11486181 SCHEDULE I Procedures for Monitoring the use of grant funds in U.S. The awarding of Financial Aid starts after a student is accepted into Bluffton University. Those students who need financial support have to file an application for Federal Student Aid. Bluffton University offers University funds, state and federal grants and student loans. Need-based financial aid grants are awarded based on the calculations from FAFSA and the resulting financial need of the students. Academic scholarships are determined at the time of acceptance and based off of high school GPA and board scores. X true true X X X false false false false false false false false false James Harder 148160 0 0 0 2663 0 8890 0 7640 0 167353 0 0 0 PAYMENTS FOR BUSINESS USE OF PERSONAL RESIDENCE LINE 1A THE PRESIDENT INVITES INDIVIDUALS TO HIS HOME AND PROVIDES A MEAL. AFTER EACH VISIT, THE PRESIDENT SUBMITS A LIST OF INDIVIDUALS WHO ATTENDED THE MEAL. THE PRESIDENT IS REIMBURSED FOR $6.00 PER PERSON, AND THE AMOUNT WILL NOT BE INCLUDED ON HIS W-2. OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756EQV9 2010-04-06 9000000 FACILITIES AND EQUIPMENT false false false 9000000 7350000 1650000 2010 true false true true false false false false false true false true false false false false X 4 31136 FAIR MARKET VALUE X COMMODITIES 2 23725 FAIR MARKET VALUE false true true Part I, Question 32b NONCASH CONTRIBUTIONS THE ORGANIZATION HIRES A THIRD PARTY TO SELL ANY CONTRIBUTIONS RECEIVED OF PUBLICLY TRADED SECURITIES. Part VI, Question 2 JAMES H BASSETT BUSINESS RELATIONSHIP WILLIS SOMMER FAMILY RELATIONSHIP JAMES SOMMER FAMILY/BUSINESS RELATIONSHIP LARRY COPELAND BUSINESS RELATIONSHIP HANS HOUSHOWER BUSINESS RELATIONSHIP SALLY WEAVER SOMMER BUSINESS RELATIONSHIP ERIC FULCOMER BUSINESS RELATIONSHIP JAMES M HARDER BUSINESS RELATIONSHIP Part VI, Question 11 FORM 990 IS THOROUGHLY REVIEWED BY THE ORGANIZATION'S VICE PRESIDENT OF FINANCIAL AFFAIRS AND THE BUSINESS MANAGER. PRIOR TO FILING, THE GOVERNING BODY WAS PROVIDED A COMPLETE COPY OF THE 990 WITH THE EXCEPTION OF THE NAMES AND ADDRESSES IN THE CONTRIBUTOR'S LISTING. Part VI, Question 12C A QUESTIONNAIRE IS SENT OUT ANNUALLY TO ALL OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE PERSONAL AND BUSINESS RELATIONSHIPS. THE QUESTIONNAIRES ARE REVIEWED ANNUALLY. IF A CONFLICT EXISTS RESTRICTIONS WILL BE IMPOSED ON PERSONS WITH A CONFLICT SUCH AS PROHIBITING THEM FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTIONS. Part VI, Question 13 THe university currently does not have a whistleblower policy. The university is currently working on implementing such a policy. This policy should be in effect for the fiscal year ending 6/30/2012. Part VI, Question 15A & 15B The president and the officers send a request to the board of directors. The board reviews the request while taking into account the university budget and the compensation figures of comparable Not-For-Profit colleges and Universities. Ultimate approval rests with the board. Part VI, Question 19 BLUFFTON UNIVERSITY KEEPS COPIES OF THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ON SITE AND ARE AVAILABLE UPON REQUEST. PART XI LINE 5 CHANGE IN VALUE OF INTERESTS IN SPLIT-INTEREST AGREEMENTS 278,302 UNREALIZED GAINS ON INVESTMENTS 2,819,603 CHANGE IN FAIR VALUE OF DERIVATIVE CONTRACT (7,090) TOTAL 3,090,815