KALAMAZOO COLLEGE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KALAMAZOO COLLEGE (EIN 38-1358014)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202601339349301670
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T08:01:02+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Wayne Street Suite 600 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381358014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KALAMAZOO COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KALA | BusinessNameControlTxt |
| Phone | 2693377000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 ACADEMY STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORGE G GONZALEZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2693377000 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JORGE G GONZALEZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 ACADEMY STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $246,853,874 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KZOO.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1833 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF KALAMAZOO COLLEGE IS TO PREPARE ITS GRADUATES TO BETTER UNDERSTAND, LIVE SUCCESSFULLY WITHIN, AND PROVIDE ENLIGHTENED LEADERSHIP TO A RICHLY DIVERSE AND INCREASINGLY COMPLEX WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 1332 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | -$235,731 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $72,454 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $42,028,383 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,802,551 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $92,798,709 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $92,765,925 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,953,802 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,156,843 | CYInvestmentIncomeAmt |
| PY Other Revenue | $319,388 | PYOtherRevenueAmt |
| CY Other Revenue | $322,216 | CYOtherRevenueAmt |
| PY Total Revenue | $143,100,282 | PYTotalRevenueAmt |
| CY Total Revenue | $122,047,535 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $58,122,448 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $58,559,164 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,679,434 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,640,522 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,330,007 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,771,261 | PYOtherExpensesAmt |
| CY Other Expenses | $33,690,006 | CYOtherExpensesAmt |
| PY Total Expenses | $128,573,143 | PYTotalExpensesAmt |
| CY Total Expenses | $130,889,692 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,527,139 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,842,157 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $450,305,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $509,516,481 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $60,671,096 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $101,578,253 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $389,634,814 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $407,938,228 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF KALAMAZOO COLLEGE IS TO PREPARE ITS GRADUATES TO BETTER UNDERSTAND, LIVE SUCESSFULLY WITHIN, AND PROVIDE ENLIGHTENED LEADERSHIP TO A RICHLY DIVERSE AND INCREASINGLY COMPLEX WORLD. AS A HIGHLY SELECTIVE, NATIONALLY RENOWENED AND INTERNATIONALLY ORIENTED WITHIN, AND PROVIDE ENLIGHTENED LEADERSHIP TO A RICHLY DIVERSE AND INCREASINGLY COMPLEX WORLD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $107,054,138 | ExpenseAmt |
| Grant | $58,559,164 | GrantAmt |
| Revenue | $92,765,925 | RevenueAmt |
| Desc | HIGHER EDUCATION: THE MISSION OF KALAMAZOO COLLEGE IS TO PREPARE ITS GRADUATES TO BETTER UNDERSTAND, LIVE SUCCESSFULLY WITHIN, AND PROVIDE ENLIGHTENED LEADERSHIP TO A RICHLY DIVERSE AND INCREASINGLY COMPLEX WORLD. AS A HIGHLY SELECTIVE, NATIONALLY RENOWNED AND INTERNATIONALLY ORIENTED FOUR-YEAR COLLEGE OF ARTS AND SCIENCES, KALAMAZOO COLLEGE HAS DEVELOPED A TRADITION OF EXCELLENCE IN THE FULFILLMENT OF THIS MISSION. COLLEGE ENROLLMENT FOR THE FALL QUARTER OF 2024 WAS 1,320 STUDENTS. | Desc |
| Total Program Service Expenses | $107,054,138 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1950 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1332 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | KE | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA VANDEWEERT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2693377230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 ACADEMY STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AMY S COURTER | ||||||||
| SECRETARY | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HANS P MOREFIELD | ||||||||
| TREASURER | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JODY L CLARK | ||||||||
| CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JORGE G GONZALEZ | ||||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $489,099 | $0 | $50,645 | |
| TERESA L KLINE | ||||||||
| VICE-CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMANDA GARCIA WILLIAMS | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| AMY E UPJOHN | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BILL MANNS | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHARLOTTE H HALL | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE C BODUROW | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER P REYNOLDS | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER U LIGHT | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DONALD L HAFNER | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DONALD R PARFET | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EDWIN R HORTELANO | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH FIATOR | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EMILY RICHARDSON ROSSBACH | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GAIL A RAIMAN | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOANN CHAVEZ | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN P CLARK | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JON L STRYKER | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH FORRESTER | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN JAWAHIR | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| M ELIZABETH ELIZABETH WASHINGTON | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA CAMPBELL | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY BETH SARHATT | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE Y FANROY | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J KOPECKY | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| S SI JOHNSON | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WILL GUEDES | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM R STOERI | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| YOUNG-JIN L HENNIG | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DANETTE JOHNSON | ||||||||
| PROVOST | 40.0 | 0.0 | Yes (X) | $213,506 | $0 | $42,867 | ||
| J MALCOLM SMITH | ||||||||
| VP FOR STUDENT DEVELOPMENT | 40.0 | 0.0 | Yes (X) | $196,548 | $0 | $41,779 | ||
| KAREN ISBLE | ||||||||
| VP COLLEGE ADVANCEMENT | 40.0 | 0.0 | Yes (X) | $251,987 | $0 | $45,601 | ||
| LISA VANDEWEERT | ||||||||
| VP FOR BUSINESS AND FINANCE, ASSISTANT TREASURER | 40.0 | 0.0 | Yes (X) | $232,660 | $0 | $41,834 | ||
| MIKKA DRYER | ||||||||
| ASSISTANT AND SECRETARY TO BOARD | 40.0 | 0.0 | Yes (X) | $76,589 | $0 | $22,929 | ||
| MJ HUEBNER | ||||||||
| VP ADMISSION AND FINANCIAL AID | 40.0 | 0.0 | Yes (X) | $191,977 | $0 | $24,557 | ||
| Andy Miller | ||||||||
| Associate Vice President for Development | 40.0 | 0.0 | $145,433 | $0 | $13,247 | Yes (X) | ||
| James Zorbo | ||||||||
| Athletic Director and Head Football Coach | 40.0 | 0.0 | $133,409 | $0 | $11,533 | Yes (X) | ||
| Peter Erdi | ||||||||
| Luce Professor of Complex Systems Studies | 40.0 | 0.0 | $137,553 | $0 | $32,329 | Yes (X) | ||
| Susan Lindemann | ||||||||
| Associate Vice President for Facilities Management | 40.0 | 0.0 | $127,307 | $0 | $28,727 | Yes (X) | ||
| Todd Watson | ||||||||
| Associate Vice President & Chief Info. Officer | 40.0 | 0.0 | $148,611 | $0 | $38,631 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,344,679 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $394,679 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 46 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | ||||||
| 125 HIGH ST | STE 1401 | BOSTON | MA | 02110 | INVESTMENT SERVICES | $480,901 |
| MILLER JOHNSON SNELL CUMMISKEY PLC | ||||||
| 250 MONROE NW | 800 CALDER PLAZA BLDG | GRAND RAPIDS | MI | 49503 | LEGAL SERVICES | $207,552 |
| PLANTE MORAN PLLC | ||||||
| 26300 NORTHWESTERN HIGHWAY | SUITE 120 | SOUTHFIELD | MI | 48076 | AUDITING SERVICES | $106,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $32,336 | FundraisingAmt |
| Related Organizations | $2,564,524 | RelatedOrganizationsAmt |
| Government Grants | $901,317 | GovernmentGrantsAmt |
| All Other Contributions | $15,304,374 | AllOtherContributionsAmt |
| Noncash Contributions | $260,621 | NoncashContributionsAmt |
| Total Contributions | $18,802,551 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611310 | $80,189,850 | $80,189,850 | |
| ROOM AND BOARD | 611310 | $8,185,201 | $8,185,201 | |
| ANCILLARY SERVICES | 611310 | $4,390,874 | $4,285,542 | $105,332 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $92,765,925 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,794,139 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$341,063 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,135,202 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $229,870 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $142,967 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $86,903 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,903 | TotalRevenueColumnAmt |
| Exclusion | $86,903 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $132,749,065 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $124,386,361 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,362,704 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,362,704 | TotalRevenueColumnAmt |
| Exclusion | $8,362,704 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,524 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $32,336 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $22,470 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,946 | TotalRevenueColumnAmt |
| Exclusion | -$4,946 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $494,800 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $254,541 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,259 | TotalRevenueColumnAmt |
| Exclusion | $240,259 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,047,535 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,660,593 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$235,731 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,820,122 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,845,216 | TotalAmt |
| Program Services | $54,845,216 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,713,948 | TotalAmt |
| Program Services | $3,713,948 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,045,906 | TotalAmt |
| Program Services | $769,746 | ProgramServicesAmt |
| Management And General | $958,425 | ManagementAndGeneralAmt |
| Fundraising | $317,735 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Management And General | $20,000 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,555,012 | TotalAmt |
| Program Services | $19,184,142 | ProgramServicesAmt |
| Management And General | $5,433,403 | ManagementAndGeneralAmt |
| Fundraising | $1,937,467 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,487,247 | TotalAmt |
| Program Services | $1,072,837 | ProgramServicesAmt |
| Management And General | $286,471 | ManagementAndGeneralAmt |
| Fundraising | $127,939 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,645,033 | TotalAmt |
| Program Services | $3,848,277 | ProgramServicesAmt |
| Management And General | $2,396,175 | ManagementAndGeneralAmt |
| Fundraising | $400,581 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,887,324 | TotalAmt |
| Program Services | $1,308,640 | ProgramServicesAmt |
| Management And General | $423,566 | ManagementAndGeneralAmt |
| Fundraising | $155,118 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,353 | TotalAmt |
| Management And General | $217,353 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,467 | TotalAmt |
| Management And General | $121,467 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,260,765 | TotalAmt |
| Management And General | $1,260,765 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,972,475 | TotalAmt |
| Program Services | $1,063,610 | ProgramServicesAmt |
| Management And General | $890,798 | ManagementAndGeneralAmt |
| Fundraising | $18,067 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,992 | TotalAmt |
| Program Services | $138,735 | ProgramServicesAmt |
| Management And General | $43,757 | ManagementAndGeneralAmt |
| Fundraising | $10,500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,435,327 | TotalAmt |
| Program Services | $987,812 | ProgramServicesAmt |
| Management And General | $352,327 | ManagementAndGeneralAmt |
| Fundraising | $95,188 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,068,049 | TotalAmt |
| Program Services | $343,803 | ProgramServicesAmt |
| Management And General | $724,246 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,212,343 | TotalAmt |
| Program Services | $1,822,093 | ProgramServicesAmt |
| Management And General | $2,390,101 | ManagementAndGeneralAmt |
| Fundraising | $149 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,888,406 | TotalAmt |
| Program Services | $1,574,704 | ProgramServicesAmt |
| Management And General | $247,294 | ManagementAndGeneralAmt |
| Fundraising | $66,408 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,017,030 | TotalAmt |
| Program Services | $789,662 | ProgramServicesAmt |
| Management And General | $197,685 | ManagementAndGeneralAmt |
| Fundraising | $29,683 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,655,793 | TotalAmt |
| Program Services | $1,637,165 | ProgramServicesAmt |
| Management And General | $18,628 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,493,780 | TotalAmt |
| Program Services | $3,385,838 | ProgramServicesAmt |
| Management And General | $107,942 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,958 | TotalAmt |
| Management And General | $863,958 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Study Abroad Expenses | $3,848,978 | $3,848,978 | ||
| Outside and Subcontractors | $4,407,823 | $3,197,417 | $1,062,506 | $147,900 |
| Bad Debt | $1,320,634 | $1,320,634 | ||
| All Other Expenses | $4,712,833 | $2,200,881 | $2,488,680 | $23,272 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,889,692 | TotalAmt |
| Program Services | $107,054,138 | ProgramServicesAmt |
| Management And General | $20,505,547 | ManagementAndGeneralAmt |
| Fundraising | $3,330,007 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,325,470 | BOYAmt |
| EOY | $28,678,689 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,765,268 | BOYAmt |
| EOY | $27,855,617 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,828,616 | BOYAmt |
| EOY | $1,108,381 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,359,746 | BOYAmt |
| EOY | $1,025,116 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,906 | BOYAmt |
| EOY | $509,835 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,711 | BOYAmt |
| EOY | $910,270 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $187,570,194 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $89,534,982 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,107,512 | BOYAmt |
| EOY | $98,035,212 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,503,813 | BOYAmt |
| EOY | $253,571,067 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,000,868 | BOYAmt |
| EOY | $97,822,294 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,305,910 | BOYAmt |
| EOY | $509,516,481 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,483,458 | BOYAmt |
| EOY | $7,226,020 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,455 | BOYAmt |
| EOY | $198,500 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,908,813 | BOYAmt |
| EOY | $80,925,497 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,074,370 | BOYAmt |
| EOY | $13,228,236 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,671,096 | BOYAmt |
| EOY | $101,578,253 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,851,242 | BOYAmt |
| EOY | $126,262,704 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,783,572 | BOYAmt |
| EOY | $281,675,523 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,634,814 | BOYAmt |
| EOY | $407,938,227 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,305,910 | BOYAmt |
| EOY | $509,516,480 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,842,157 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $26,628,876 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $516,694 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,272,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,006,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,517,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,028,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,802,551 | CurrentTaxYearAmt |
| Total | $121,627,701 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,272,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,006,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,517,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,028,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,802,551 | CurrentTaxYearAmt |
| Total | $121,627,701 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $40,295,903 | SubstantialContributorsTotAmt |
| Public Support Total170 | $81,331,798 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,095,904 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,000,704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $913,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,012,972 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,024,009 | CurrentTaxYearAmt |
| Total | $16,047,314 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $138,620 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $409,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $699,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $662,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $612,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $512,234 | CurrentTaxYearAmt |
| Total | $2,896,888 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $140,710,523 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $433,962,304 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.57801 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55989 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER, COLUMN A - 409723.0, COLUMN B - 699433.0, COLUMN C - 662952.0, COLUMN D - 612546.0, COLUMN E - 512234.0, COLUMN F - 2896888.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $304,294,692 | BeginningYearBalanceAmt |
| Contributions | $8,683,637 | ContributionsAmt |
| Investment Earnings Or Losses | $30,133,853 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,221,578 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,692,155 | OtherExpendituresAmt |
| Administrative Expenses | $562,639 | AdministrativeExpensesAmt |
| End Year Balance | $320,635,810 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $286,769,775 | BeginningYearBalanceAmt |
| Contributions | $10,166,489 | ContributionsAmt |
| Investment Earnings Or Losses | $29,316,589 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,756,556 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,719,535 | OtherExpendituresAmt |
| Administrative Expenses | $482,070 | AdministrativeExpensesAmt |
| End Year Balance | $304,294,692 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $261,730,830 | BeginningYearBalanceAmt |
| Contributions | $10,590,283 | ContributionsAmt |
| Investment Earnings Or Losses | $28,530,830 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,572,686 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,124,795 | OtherExpendituresAmt |
| Administrative Expenses | $384,687 | AdministrativeExpensesAmt |
| End Year Balance | $286,769,775 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $311,232,478 | BeginningYearBalanceAmt |
| Contributions | $16,058,531 | ContributionsAmt |
| Investment Earnings Or Losses | -$52,381,659 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,161,669 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,648,128 | OtherExpendituresAmt |
| Administrative Expenses | $368,723 | AdministrativeExpensesAmt |
| End Year Balance | $261,730,830 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $243,580,141 | BeginningYearBalanceAmt |
| Contributions | $6,321,434 | ContributionsAmt |
| Investment Earnings Or Losses | $74,077,657 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,038,836 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,250,892 | OtherExpendituresAmt |
| Administrative Expenses | $457,026 | AdministrativeExpensesAmt |
| End Year Balance | $311,232,478 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.1708 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.5325 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2967 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,549,373 | OtherCostOrOtherBasisAmt |
| Book Value | $2,549,373 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,208,876 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,981,480 | DepreciationAmt |
| Book Value | $74,227,396 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,640,942 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,493,441 | DepreciationAmt |
| Book Value | $6,147,501 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,171,003 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,060,061 | DepreciationAmt |
| Book Value | $15,110,942 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $98,035,212 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| HEDGE FUNDS | $46,737,686 | F |
| PRIVATE EQUITY FUNDS | $37,921,577 | F |
| ANNUITIES | $2,866,096 | F |
| TRUSTS | $10,296,935 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $97,822,294 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| POSTRETIREMENT BENEFIT | $10,479,196 |
| FEDERAL PERKINS LOANS | $1,184,955 |
| ANNUITIES PAYABLE | $1,286,988 |
| DEPOSITS AND OTHER LIABILITIES | $277,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,228,236 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $89,793,154 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $26,628,876 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $936,672 | OtherRevenueAmt |
| Revenue Not Reported | $27,565,548 | RevenueNotReportedAmt |
| Revenue Subtotal | $62,227,606 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,260,765 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $58,559,164 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $59,819,929 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $122,047,535 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $71,489,741 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $419,978 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $419,978 | ExpensesNotReportedAmt |
| Expenses Subtotal | $71,069,763 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,260,765 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $58,559,164 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $59,819,929 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $130,889,692 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE COLLEGE MAINTAINS A SUBSTANTIAL COLLECTION OF ARTWORK AND RARE BOOKS FOR EDUCATIONAL PURPOSES AND PUBLIC EXHIBITION. SCHEDULE D, PART III IS NOT COMPLETED BECAUSE THE COLLECTION IS NOT CAPITALIZED AND DOES NOT MEET THE DEFINITION UNDER ASC 958. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE COLLEGE'S ENDOWMENT FUNDS PROVIDE SUPPORT FOR INSTRUCTION, ACADEMIC SUPPORT DEPARTMENTS, STUDENT SERVICES, INSTITUTIONAL SUPPORT DEPARTMENTS, PHYSICAL PLANT MAINTENANCE AND IMPROVEMENTS, PUBLIC SERVICE PROGRAMS AND SCHOLARSHIPS, AS WELL AS GENERAL OPERATING SUPPORT. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Change in Postretirement Benefit Liability - 212707 Change in Value of Split Interest Agreements - 303987 Fundraising Expense - 22470 Bookstore Cost of Sales - 254541 Rental Property Expenses - 142967 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Student Aid Reclass - 58559164 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Fundraising Expense - 22470 Bookstore Cost of Sales - 254541 Rental Property Expenses - 142967 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Student Aid Reclass - 58559164 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | false | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | THE FOLLOWING STATEMENT APPEARS IN THE COLLEGE CATALOG: "KALAMAZOO COLLEGE IS COMMITTED TO EQUAL RIGHTS, EQUAL OPPORTUNITIES, AND EQUAL PROTECTION UNDER THE LAW. THE COLLEGE ADMINISTERS ITS PROGRAMS, ACTIVITIES, AND SERVICES WITHOUT REGARD TO RACE, COLOR, RELIGION, AGE, SEX, NATIONAL ORIGIN, HEIGHT, WEIGHT, MARITAL STATUS, DISABILITY AS PROTECTED BY LAW, OR SEXUAL ORIENTATION. THE COLLEGE'S DEFINITION OF SEXUAL ORIENTATION PROSCRIBES DISCRIMINATION BASED ON A PERSON'S HETEROSEXUALITY, HOMOSEXUALITY, BISEXUALITY, OR GENDER IDENTITY, ACTUAL OR PRESUMED." KALAMAZOO COLLEGE DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM OUTSIDE THE KALAMAZOO COMMUNITY INCLUDING OTHER AREAS OF MICHIGAN, THE UNITED STATES, AND FOREIGN COUNTRIES AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. PUBLICATION IS NOT A REQUIRED UNDER REV PROC 75-50, SECTION 4.03-2(B). |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | KALAMAZOO COLLEGE PARTICIPATES IN THE FOLLOWING CAMPUS-BASED FINANCIAL AID PROGRAMS: SEOG, FWSP, PERKINS (NDSL). IN ADDITION, STUDENTS FROM THE COLLEGE ARE RECIPIENTS OF PELL GRANTS, GUARANTEED STUDENT LOANS AND PARENT LOANS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | Higher Education | $135,085 |
| East Asia and the Pacific | 1 | 1 | Program Services | Higher Education | $667,670 |
| Europe (Including Iceland and Greenland) | 5 | 7 | Program Services | Higher Education | $2,402,923 |
| Middle East and North Africa | 0 | 0 | Program Services | Higher Education | $65,720 |
| North America (Canada & Mexico only) | 1 | 1 | Program Services | Higher Education | $93,377 |
| South America | 1 | 2 | Program Services | Higher Education | $336,957 |
| Sub-Saharan Africa | 1 | 2 | Program Services | Higher Education | $12,216 |
| Central America and the Caribbean | 0 | 0 | Investments | $67,917,735 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $7,341,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 9 | SubtotalOfficesCnt |
| Subtotal Employees | 13 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 9 | TotalOfficeCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Subtotal Spent | $78,973,367 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $78,973,367 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Scholarships and Other Tuition Assistance | Central America and the Caribbean | 1 | $13,882 | Applied Against Tuition Charges | Book |
| Scholarships and Other Tuition Assistance | East Asia and the Pacific | 8 | $378,282 | Applied Against Tuition Charges | Book |
| Scholarships and Other Tuition Assistance | Europe (Including Iceland and Greenland) | 21 | $1,144,731 | Applied Against Tuition Charges | Book |
| Scholarships and Other Tuition Assistance | Middle East and North Africa | 7 | $410,307 | Applied Against Tuition Charges | Book |
| Scholarships and Other Tuition Assistance | North America (Canada & Mexico only) | 6 | $382,308 | Applied Against Tuition Charges | Book |
| Scholarships and Other Tuition Assistance | South America | 4 | $194,762 | Applied Against Tuition Charges | Book |
| Scholarships and Other Tuition Assistance | South Asia | 6 | $280,619 | Applied Against Tuition Charges | Book |
| Scholarships and Other Tuition Assistance | Sub-Saharan Africa | 8 | $488,879 | Applied Against Tuition Charges | Book |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | SCHOLARSHIPS ARE AWARDED BASED ON ESTABLISHED CRITERIA, INCLUDING DONOR RESTRICTIONS. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Other; EUROPE (INCLUDING ICELAND AND GREENLAND)-Other |
| Schedule F, Part III Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN -Cash EAST ASIA AND THE PACIFIC -Cash EUROPE (INCLUDING ICELAND AND GREENLAND) -Cash MIDDLE EAST AND NORTH AFRICA -Cash NORTH AMERICA (CANADA & MEXICO ONLY) -Cash SOUTH AMERICA -Cash SOUTH ASIA -Cash SUB-SAHARAN AFRICA -Cash |
| Schedule F, Part V Part 1, Line 1 | THE COLLEGE INVESTS IN VARIOUS FOREIGN CORPORATIONS AND PARTNERSHIPS, BOTH DIRECTY AND THROUGH U.S. PARTNERSHIPS. HOWEVER, THE COLLEGE'S SHARE OF FOREIGN CORPORATION AND PARTNERSHIP INVESTMENTS DOES NOT EXCEED 10% AND THUS FORM 5471 OR FORM 8865 IS NOT REQUIRED. WHILE THESE INVESTMENTS MAY BE CONSIDERED PASSIVE FOREIGN INVESTMENT COMPANIES, THE COLLEGE IS NOT REQUIRED TO FILE FORM 8621 AS THE INVESTMENT INCOME IS NOT DEBT-FINANCED UNRELATED BUSINESS INCOME. THE COLLEGE FILES FORM 926 FOR TRANSFERS FOR FOREIGN CORPORATIONS DURING THE YEAR, BOTH DIRECTLY AND THROUGH U.S. PARTNERSHIPS WHEN CASH TRANSFERS EXCEED $100,000 OR WHEN OTHER TYPES OF ASSETS ARE TRANSFERRED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ZORBO MEMORIAL FOOTBALL GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $17,295 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $10,052 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,243 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,720 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $4,546 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF JAMBOREE | Event2Nm |
| Gross Receipts Event2 | $32,565 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $22,284 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,281 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $11,496 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $708 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $49,860 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $32,336 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $17,524 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,216 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,254 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,470 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,946 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships | 1304 | $54,679,508 |
| Scholarships for GLCA Students | 4 | $165,708 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part III, Column (b) Estimated Number Of Recipients | Scholarships : Total of awared institutional grant and scholarship awards |
| Schedule I, Part III, Column (b) Estimated Number Of Recipients | Scholarships for GLCA Students : Total of GLCA Benefit Awards |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | SCHOLARSHIPS ARE AWARDED BASED ON ESTABLISHED CRITERIA, INCLUDING DONOR RESTRICTIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JORGE G GONZALEZ | ||||||||||||||
| PRESIDENT | $486,169 | $0 | $0 | $0 | $2,930 | $0 | $28,925 | $0 | $21,720 | $0 | $539,744 | $0 | $0 | $0 |
| KAREN ISBLE | ||||||||||||||
| VP COLLEGE ADVANCEMENT | $251,729 | $0 | $0 | $0 | $258 | $0 | $20,004 | $0 | $25,597 | $0 | $297,588 | $0 | $0 | $0 |
| DANETTE JOHNSON | ||||||||||||||
| PROVOST | $213,248 | $0 | $0 | $0 | $258 | $0 | $16,937 | $0 | $25,930 | $0 | $256,373 | $0 | $0 | $0 |
| MJ HUEBNER | ||||||||||||||
| VP ADMISSION AND FINANCIAL AID | $191,719 | $0 | $0 | $0 | $258 | $0 | $15,102 | $0 | $9,455 | $0 | $216,534 | $0 | $0 | $0 |
| J MALCOLM SMITH | ||||||||||||||
| VP FOR STUDENT DEVELOPMENT | $196,410 | $0 | $0 | $0 | $138 | $0 | $15,884 | $0 | $25,895 | $0 | $238,327 | $0 | $0 | $0 |
| LISA VANDEWEERT | ||||||||||||||
| VP FOR BUSINESS AND FINANCE, ASSISTANT TREASURER | $232,522 | $0 | $0 | $0 | $138 | $0 | $18,418 | $0 | $23,416 | $0 | $274,494 | $0 | $0 | $0 |
| Todd Watson | ||||||||||||||
| Associate Vice President & Chief Info. Officer | $148,473 | $0 | $0 | $0 | $138 | $0 | $12,849 | $0 | $25,782 | $0 | $187,242 | $0 | $0 | $0 |
| Peter Erdi | ||||||||||||||
| Luce Professor of Complex Systems Studies | $136,317 | $0 | $0 | $0 | $1,236 | $0 | $12,129 | $0 | $20,200 | $0 | $169,882 | $0 | $0 | $0 |
| Andy Miller | ||||||||||||||
| Associate Vice President for Development | $145,343 | $0 | $0 | $0 | $90 | $0 | $12,033 | $0 | $1,214 | $0 | $158,680 | $0 | $0 | $0 |
| Susan Lindemann | ||||||||||||||
| Associate Vice President for Facilities Management | $127,169 | $0 | $0 | $0 | $138 | $0 | $11,108 | $0 | $17,619 | $0 | $156,034 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Travel for companions | THE PRESIDENT'S SPOUSE ATTENDS SEMINARS ON TOPICS RELATED TO NETWORKING AND FUNDRAISING AND WORKS WITH THE PRESIDENT IN ATTENDING FUNDRAISING EVENTS WITH ALUMNI DONORS. THE COSTS ARE REIMBURSED BUSINESS EXPENSES UNDER AN ACCOUNTABLE PLAN. THE PRESIDENT IS REQUIRED TO LIVE IN HOUSING PROVIDED ON CAMPUS. THE VALUE OF THIS HOUSING IS EXCLUDED FROM TAXABLE INCOME. |
| Schedule J, Part I, Line 3 | THE COMPENSATION OF THE PRESIDENT IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WHICH PROVIDES A REPORT AND RECOMMENDATION TO THE FULL BOARD AT THE BOARD'S JUNE MEETING. AS PART OF THIS PROCESS, THE COMPENSATION COMMITTEE REVIEWS THE PERFORMANCE OF THE PRESIDENT AGAINST MUTUALLY AGREED UPON GOALS. THE PRESIDENT'S COMPENSATION IS COMPARED TO A COHORT OF SIMILAR INSTITUTIONS. THE COMPENSATION COMMITTEE REVIEWS POTENTIAL CONFLICTS OF INTEREST AMONG BOARD MEMBERS WHO WILL VOTE ON THE PRESIDENT'S COMPENSATION. THE FULL BOARD THEN DELIBERATES AND VOTES ON THE COMMITTEE'S RECOMMENDATION DURING A PRIVATE SESSION OF THE BOARD. THE MINUTES OF THE BOARD OF TRUSTEES RECORD THE RECOMMENDATION AND DECISION OF THE BOARD. THE COMPENSATION COMMITTEE ALSO SUBMITS THE SUPPORTING DOCUMENTATION OF ITS REVIEW AND RECOMMENDATION FOR RETENTION IN THE BOARD'S ARCHIVES. THE BOARD'S DECISION IS INCLUDED IN A SALARY LETTER SENT TO THE PRESIDENT AND THE DIRECTOR OF HUMAN RESOURCES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MICHIGAN FINANCE AUTHORITY | ||||||||
| A | 800596186 | 594479EFO | 2018-07-11 | $44,315,000 | REFUNDING 2011 BOND ISSUANCE & CONSTRUCT & EQUIP ATHLETICS FACILITIES | false | false | false |
| MICHIGAN FINANCE AUTHORITY | ||||||||
| B | 800596186 | 594479KQ9 | 2025-06-17 | $39,435,000 | HIGHER EDUCATION FACILITIES LIMITED OBLIGATION REVENUE BONDS (KALAMAZOO COLLEGE PROJECT) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $5,720,000 | $0 | $48,090,861 | $0 | $0 | $0 | $413,159 | $0 | $0 | $18,326,488 | $29,351,214 | $0 | 2021 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $40,436,092 | $0 | $4,459,279 | $0 | $404,457 | $0 | $0 | $1,326,869 | $0 | $34,245,578 | 2027 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | false | false | 0.0 | 0.005 | 0.005 | false | false | 0 | false | Yes (true) |
| B | false | false | Yes (true) | Yes (true) | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| B | false | false | false | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | false |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 2c | (A) ISSUER NAME: MICHIGAN FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/02/2023 |
| Schedule K, Part II, Line 3 | 07/11/2018 $44,315,00 MICHIGAN FINANCE AUTHORITY - INCLUDES INVESTMENT EARNINGS OF $364,186. |
| Schedule K, Part V Different Procedures to Undertake Corrective Action | Issuer name: MICHIGAN FINANCE AUTHORITY N/A |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: MICHIGAN FINANCE AUTHORITY The calculation for computing no rebate due was performed on 08/02/2023 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE GONZALEZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF PRESIDENT | RelationshipDescriptionTxt |
| Transaction | $20,000 | TransactionAmt |
| Transaction | HONORARIUM | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $260,621 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. |
| Schedule M, Part I, Line 33 | NONCASH CONTRIBUTIONS OF PERSONAL PROPERTY VALUED AT $5,000 OR LESS ARE NOT ENTERED OR CAPITALIZED. |
| Schedule M, Part I Explanations of reporting method for number of contributions | Securities - Publicly traded - Number of Contributions |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15 | THE COMPENSATION OF THE PRESIDENT IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WITH A REPORT AND RESOLUTIONS PROVIDED TO THE FULL BOARD FOR DELIBERATION. AS PART OF THIS PROCESS, THE PRESIDENT'S COMPENSATION IS COMPARED TO A COHORT OF SIMILAR INSTITUTIONS. THE RESULT OF THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE NOTES OF THE COMPENSATION COMMITTEE MEETING AND A STATEMENT OF SALARY LETTER SENT TO THE PRESIDENT AND THE DIRECTOR OF HUMAN RESOURCES. THE COMPENSATION OF THE COLLEGE OFFICERS IS DETERMINED ANNUALLY BY THE PRESIDENT AND COMPARED TO THE COMPENSATION OF SIMILARLY PLACED OFFICERS OF GREAT LAKES COLLEGES ASSOCIATION INSTITUTIONS. THE OFFICER COMPENSATION IS SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORMS 990 AND 990T ARE PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. A MEETING IS CONVENED WITH THE AUDIT COMMITTEE, THE VICE PRESIDENT FOR BUSINESS AND FINANCE AND THE TAX ADVISOR TO REVIEW AND DISCUSS THE FORMS 990 AND 990T. AFTER RECEIVING THE AUDIT COMMITTEE'S APPROVAL, THE FORMS 990 AND 990T ARE PROVIDED TO THE FULL BOARD OF TRUSTEES FOR REVIEW. THE SCHEDULE B OF CONTRIBUTORS IS NOT PROVIDED TO THE AUDIT COMMITTEE OR THE BOARD IN ORDER TO MAINTAIN THE CONFIDENTIAL IDENTITY OF DONORS THAT WISH TO REMAIN ANONYMOUS. THIS IS THE ONLY PORTION OF THE FORMS 990 AND 990-T THAT IS NOT PROVIDED. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE CONFLICT OF INTEREST POLICY IS PROVIDED TO EVERY TRUSTEE AND OFFICER IN OCTOBER. EVERY RECIPIENT IS ASKED TO RETURN A DISCLOSURE FORM THAT DISCLOSES ANY POTENTIAL RELATIONSHIPS THAT MAY REPRESENT A CONFLICT OF INTEREST AND DISCLOSE ANY GIFTS OR LOANS FROM ENTITIES WHICH THE COLLEGE HAS SIGNIFICANT BUSINESS DEALINGS. THE FORM ALSO ASKS TRUSTEES TO ACKNOWLEDGE THAT THEY HAVE READ THE CONFLICT OF INTEREST POLICY AND CONFIRM THAT THEY HAVE NO KNOWLEDGE OF ANY REAL OR POTENTIAL VIOLATIONS OF THE POLICY AND THAT THEY WILL REFRAIN FROM TAKING ANY UNFAIR ADVANTAGE OF ANY INFORMATION OBTAINED IN THEIR ROLE AS TRUSTEE OR DIRECTOR. THE CONFLICT OF INTEREST INFORMATION IS SUBMITTED TO THE COMMITTEE ON TRUSTEES OF THE BOARD OF TRUSTEES FOR REVIEW. |
| Form 990, Part VI, Line 19 Required documents available to the public | KALAMAZOO COLLEGE IS ORGANIZED UNDER MICHIGAN STATUTE MCL SECTION 390.751 THROUGH 390.761. THE BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE BY REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN POST RETIREMENT HEALTH BENEFIT LIABILITY - 212707; SPLIT INTEREST AGREEMENT - 303987; Total - 516694; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENEVIEVE U GILMORE ENDOWMENT FOR THE ARTS PNC BANK | |||||||||||
| 113 E MICHIGAN | KALAMAZOO | MI | 49007 | 386470228 | TRUST FBO KALAMAZOO COLLEGE | MI | 501(c)(3) | Type III-FI | KALAMAZOO COLLEGE | Yes (true) | |
| DOROTHY HINKLEY HEYL IRREV CHARITABLE TRUST PNC BANK | |||||||||||
| 113 E MICHIGAN | KALAMAZOO | MI | 49007 | 386572671 | TRUST FBO KALAMAZOO COLLEGE | MI | 501(c)(3) | Type III-O | KALAMAZOO COLLEGE | Yes (true) | |
| L LEE STRYKER MEMORIAL TRUST PNC BANK | |||||||||||
| 113 E MICHIGAN | KALAMAZOO | MI | 49007 | 386385367 | TRUST FBO KALAMAZOO COLLEGE | MI | 501(c)(3) | Type III-O | KALAMAZOO COLLEGE | Yes (true) | |
| FW & ELSIE L HEYL SCIENCE SCHOLARSHIP FUND PNC BANK | |||||||||||
| PO BOX 94651 | CLEVELAND | OH | 44101 | 386194019 | SCIENCE GRANTS | MI | 501(c)(3) | Type III-O | NA | false | |
| GREAT LAKES COLLEGES ASSOCIATION INC | |||||||||||
| 535 W WILLIAM ST | ANN ARBOR | MI | 48103 | 381678376 | PROMOTE ADVANCEMENT IN HIGHER EDUCATION | MI | 501(c)(3) | Type I | NA | false | STE 301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GENEVIEVE U GILMORE ENDOWMENT FOR THE ARTS PNC BANK | ||
| C | $101,936 | CASH GRANT |
| DOROTHY HINKLEY HEYL IRREV CHARITABLE TRUST PNC BANK | ||
| C | $174,799 | CASH GRANT |
| L LEE STRYKER MEMORIAL TRUST PNC BANK | ||
| C | $110,053 | CASH GRANT |
| FW & ELSIE L HEYL SCIENCE SCHOLARSHIP FUND PNC BANK | ||
| C | $2,177,736 | CASH GRANT |