BLUFFTON UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BLUFFTON UNIVERSITY (EIN 34-4428207)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-08
- IRS object ID
- 202611289349302721
- 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 G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T12:33:08+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 | 344428207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bluffton University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUF | BusinessNameControlTxt |
| Phone | 4193583000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY DRIVE | AddressLine1Txt |
| City | BLUFFTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45817 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEX SIDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anne White | PreparerPersonNm |
| PTIN | P01708202 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Preparation | 2026-05-08 | 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 | ALEX SIDER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY DRIVE | AddressLine1Txt |
| City | BLUFFTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,206,354 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BLUFFTON.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1899 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY SEEKS TO PREPARE STUDENTS OF ALL BACKGROUNDS FOR LIFE AND VOCATION, RESPONSIBLE CITIZENSHIP, SERVICE TO ALL PEOPLE AND FOR THE PURPOSES OF GOD'S KINGDOM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 535 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,967,651 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,209,046 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,658,068 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,909,664 | CYProgramServiceRevenueAmt |
| PY Investment Income | $978,408 | PYInvestmentIncomeAmt |
| CY Investment Income | $803,501 | CYInvestmentIncomeAmt |
| PY Other Revenue | $338,310 | PYOtherRevenueAmt |
| CY Other Revenue | $148,355 | CYOtherRevenueAmt |
| PY Total Revenue | $33,942,437 | PYTotalRevenueAmt |
| CY Total Revenue | $30,070,566 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,881,490 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,588,454 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,554,089 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,710,271 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $932,873 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,457,121 | PYOtherExpensesAmt |
| CY Other Expenses | $10,703,137 | CYOtherExpensesAmt |
| PY Total Expenses | $34,892,700 | PYTotalExpensesAmt |
| CY Total Expenses | $33,001,862 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$950,263 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,931,296 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,990,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,094,334 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,076,322 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,453,896 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,914,049 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $56,640,438 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $30,168,603 | ExpenseAmt |
| Grant | $13,588,454 | GrantAmt |
| Revenue | $27,053,617 | RevenueAmt |
| Desc | BLUFFTON UNIVERSITY PROVIDES AN EDUCATIONAL EXPERIENCE THAT PROMOTES OUR FOUR ENDURING VALUES OF DISCOVERY, COMMUNITY, RESPECT AND SERVICE. ONE CAN CHOOSE FROM 45 MAJORS AND MORE THAN 41 MINORS. BUSINESS ADMINISTRATION, EDUCATION, SPORT MANAGEMENT, AND NUTRITION AND DIETETICS ARE AMONG OUR LARGEST MAJORS. WE ALSO OFFER GRADUATE PROGRAMS IN EDUCATION AND BUSINESS. OUR STUDENT AID PROGRAM SERVED 566 STUDENTS AND ALLOWS THE INSTITUTION TO PROVIDE AN EDUCATION THAT HELPS STUDENTS FIND THEIR GREATER PURPOSE. | Desc |
| Total Program Service Expenses | $30,168,603 | 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | 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 | false | TaxExemptBondsInd |
| 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 | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | 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 | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 955 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 535 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICE PRESIDENT FISCAL AFFAIRS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4193583000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY DRIVE | AddressLine1Txt |
| City | BLUFFTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45817 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CHERYL HACKER | ||||||
| BOARD CHAIR | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG WANNEMACHER | ||||||
| VICE CHAIR | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HEATHER REICHENBACH | ||||||
| SECRETARY | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALYSA SHORT | ||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | |
| ANNETTE HESLEP | ||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | |
| AZRA NAKICEVIC | ||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | |
| BETHNY RICKS | ||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | |
| DOUG LUGINBILL | ||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | |
| JANE THORLEY ROESCHLEY | ||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | |
| JIM AMSTUTZ | ||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | |
| KERRY STRAYER | ||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | |
| LYNN CARPENTER | ||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | |
| RANDY GADE | ||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | |
| TAMMY BRANDT | ||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | |
| TIM STRIED | ||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | |
| ALEX SIDER | ||||||
| PRESIDENT (START 07/2025) | 40.0 | Yes (X) | $88,872 | $0 | $29,888 | |
| CLARISSA KLEMEN | ||||||
| VP ENROLLMENT AND ADVANCEMENT | 40.0 | Yes (X) | $59,226 | $0 | $10,573 | |
| GAYLE TROLLINGER | ||||||
| VP ACADEMIC AFFAIRS | 40.0 | Yes (X) | $89,551 | $0 | $11,051 | |
| JANE WOOD | ||||||
| PRESIDENT (LEFT 02/2025) | 40.0 | Yes (X) | $235,837 | $0 | $12,698 | |
| JOHN BURKHART | ||||||
| VP CHIEF FINANCIAL OFFICER (START 05/2025) | 40.0 | Yes (X) | $59,112 | $0 | $28,836 | |
| PHILL TALAVINIA | ||||||
| VP STUDENT LIFE & ATHLETICS | 40.0 | Yes (X) | $83,183 | $0 | $10,973 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $615,781 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $104,019 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sodexo Inc & Affiliates | |||||
| 3000 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | FOOD SERVICES | $1,643,202 |
| Clifton Larson Allen LLP | |||||
| 200 SOUTH SIXTH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | CONSULTING SERVICES | $322,814 |
| Buckeye Charter Service Inc | |||||
| PO Box 627 | Lima | OH | 45802 | TRANSPORTATION SERVICE | $171,680 |
| Millstream-Kennedy Inc Graphic Solutions | |||||
| 1631 Broad Ave | Findlay | OH | 45840 | Graphic Arts SERVICES | $127,939 |
| Securitas Security Services USA Inc | |||||
| PO Box 403412 | Atlanta | GA | 303843412 | SECURITY SERVICES | $113,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $19,607 | FundraisingAmt |
| Government Grants | $156,611 | GovernmentGrantsAmt |
| All Other Contributions | $2,032,828 | AllOtherContributionsAmt |
| Total Contributions | $2,209,046 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION FEES | 611600 | $20,950,640 | $20,950,640 |
| AUXILIARY FEES | 611710 | $297,567 | $297,567 |
| DORMITORY/HOUSING | 611710 | $2,929,151 | $2,929,151 |
| DINING HALL | 611710 | $2,732,306 | $2,732,306 |
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 | $26,909,664 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $530,835 | TotalRevenueColumnAmt |
| Exclusion | $530,835 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,057,478 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,784,812 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $272,666 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $272,666 | TotalRevenueColumnAmt |
| Exclusion | $272,666 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $19,607 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,236 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,736 | TotalRevenueColumnAmt |
| Exclusion | -$4,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $348,878 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $339,740 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,138 | TotalRevenueColumnAmt |
| Exclusion | $9,138 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $143,953 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $143,953 | RelatedOrExemptFuncIncomeAmt |
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 | $143,953 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,070,566 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,053,617 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $807,903 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,588,454 | TotalAmt |
| Program Services | $13,588,454 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $709,220 | TotalAmt |
| Program Services | $615,591 | ProgramServicesAmt |
| Management And General | $64,366 | ManagementAndGeneralAmt |
| Fundraising | $29,263 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,544,444 | TotalAmt |
| Program Services | $4,717,440 | ProgramServicesAmt |
| Management And General | $526,603 | ManagementAndGeneralAmt |
| Fundraising | $300,401 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,005,391 | TotalAmt |
| Program Services | $1,667,508 | ProgramServicesAmt |
| Management And General | $193,945 | ManagementAndGeneralAmt |
| Fundraising | $143,938 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,216 | TotalAmt |
| Program Services | $362,977 | ProgramServicesAmt |
| Management And General | $55,853 | ManagementAndGeneralAmt |
| Fundraising | $32,386 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,130 | TotalAmt |
| Management And General | $7,130 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,800 | TotalAmt |
| Management And General | $88,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,701,977 | TotalAmt |
| Program Services | $1,487,042 | ProgramServicesAmt |
| Management And General | $155,484 | ManagementAndGeneralAmt |
| Fundraising | $59,451 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,104 | TotalAmt |
| Program Services | $21,790 | ProgramServicesAmt |
| Management And General | $2,278 | ManagementAndGeneralAmt |
| Fundraising | $1,036 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,946,456 | TotalAmt |
| Program Services | $1,689,491 | ProgramServicesAmt |
| Management And General | $176,653 | ManagementAndGeneralAmt |
| Fundraising | $80,312 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,382 | TotalAmt |
| Program Services | $311,070 | ProgramServicesAmt |
| Management And General | $32,525 | ManagementAndGeneralAmt |
| Fundraising | $14,787 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,035,478 | TotalAmt |
| Program Services | $898,778 | ProgramServicesAmt |
| Management And General | $93,976 | ManagementAndGeneralAmt |
| Fundraising | $42,724 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,046 | TotalAmt |
| Program Services | $379,348 | ProgramServicesAmt |
| Management And General | $39,665 | ManagementAndGeneralAmt |
| Fundraising | $18,033 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,048 | TotalAmt |
| Program Services | $19,137 | ProgramServicesAmt |
| Management And General | $2,001 | ManagementAndGeneralAmt |
| Fundraising | $910 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,113 | TotalAmt |
| Program Services | $425,410 | ProgramServicesAmt |
| Management And General | $44,481 | ManagementAndGeneralAmt |
| Fundraising | $20,222 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,499,829 | TotalAmt |
| Program Services | $2,169,810 | ProgramServicesAmt |
| Management And General | $226,875 | ManagementAndGeneralAmt |
| Fundraising | $103,144 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,634 | TotalAmt |
| Program Services | $415,446 | ProgramServicesAmt |
| Management And General | $43,439 | ManagementAndGeneralAmt |
| Fundraising | $19,749 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD PURCHASES | $1,405,228 | $1,219,715 | $127,533 | $57,980 |
| BAD DEBT | $106,758 | $92,664 | $9,689 | $4,405 |
| MISCELLANEOUS | $100,154 | $86,932 | $9,090 | $4,132 |
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 | $33,001,862 | TotalAmt |
| Program Services | $30,168,603 | ProgramServicesAmt |
| Management And General | $1,900,386 | ManagementAndGeneralAmt |
| Fundraising | $932,873 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490 | BOYAmt |
| EOY | $490 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,766,049 | BOYAmt |
| EOY | $4,793,438 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,606 | BOYAmt |
| EOY | $419,454 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,446 | BOYAmt |
| EOY | $825,333 | 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 | $793,863 | BOYAmt |
| EOY | $811,955 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,394,725 | BOYAmt |
| EOY | $1,319,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $97,196,339 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $60,486,601 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,101,312 | BOYAmt |
| EOY | $36,709,738 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,659,926 | BOYAmt |
| EOY | $16,198,544 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,492,954 | BOYAmt |
| EOY | $6,015,918 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,990,371 | BOYAmt |
| EOY | $67,094,334 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $985,259 | BOYAmt |
| EOY | $748,108 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,205,363 | BOYAmt |
| EOY | $8,856,929 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885,700 | BOYAmt |
| EOY | $848,859 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,076,322 | BOYAmt |
| EOY | $10,453,896 | 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 | $28,560,478 | BOYAmt |
| EOY | $25,913,805 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,353,571 | BOYAmt |
| EOY | $30,726,633 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,914,049 | BOYAmt |
| EOY | $56,640,438 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,990,371 | BOYAmt |
| EOY | $67,094,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,931,296 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,018,599 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $639,086 | 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 |
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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $119,851 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,920,590 | BeginningYearBalanceAmt |
| Contributions | $371,302 | ContributionsAmt |
| Investment Earnings Or Losses | $2,429,199 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,273,453 | GrantsOrScholarshipsAmt |
| End Year Balance | $27,447,638 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,768,011 | BeginningYearBalanceAmt |
| Contributions | $314,345 | ContributionsAmt |
| Investment Earnings Or Losses | $1,693,776 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $855,542 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,920,590 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,552,031 | BeginningYearBalanceAmt |
| Contributions | $449,213 | ContributionsAmt |
| Investment Earnings Or Losses | $1,578,991 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $812,224 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,768,011 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,754,825 | BeginningYearBalanceAmt |
| Contributions | $333,867 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,792,372 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $744,289 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,552,031 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,905,880 | BeginningYearBalanceAmt |
| Contributions | $207,890 | ContributionsAmt |
| Investment Earnings Or Losses | $4,342,213 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $701,158 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,754,825 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0815 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9185 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $568,041 | OtherCostOrOtherBasisAmt |
| Book Value | $568,041 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,961,436 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,747,116 | DepreciationAmt |
| Book Value | $33,214,320 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,557,460 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,739,485 | DepreciationAmt |
| Book Value | $2,817,975 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $109,402 | OtherCostOrOtherBasisAmt |
| Book Value | $109,402 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,709,738 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| REAL ESTATE | $259,248 |
| CASH VALUE OF LIFE INSURANCE | $460,877 |
| BENEFICIAL INTEREST IN TRUSTS | $5,295,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,015,918 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| DEPOSITS & PREPAID FEES | $312,719 |
| FEDERAL ADVANCES FOR STUDENTS | $536,140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $848,859 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $17,851,687 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,018,599 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $350,976 | OtherRevenueAmt |
| Revenue Not Reported | $1,369,575 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,482,112 | RevenueSubtotalAmt |
| Other Revenues Not Included | $13,588,454 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $13,588,454 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,070,566 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,764,384 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $350,976 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $350,976 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,413,408 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $13,588,454 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,588,454 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,001,862 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 ASC 740 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 DISCLOSE IN THE FINANCIAL STATEMENTS. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | BLUFFTON UNIVERSITY CAPITALIZES CONTRIBUTIONS OF ART AND SIMILAR ASSETS WHEN RECEIVED. THESE COLLECTIONS ARE HELD FOR THE EDUCATION OF THE BLUFFTON COMMUNITY. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE UNIVERSITY'S ENDOWMENT FUND IS DESIGNATED FOR SCHOLARSHIPS, FUTURE CAPITAL EXPANSION, AND MAINTENANCE OF CURRENT FACILITIES. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | COST OF GOODS SOLD - 339740 SPECIAL EVENTS EXPENSE - 11236 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | STUDENT FINANCIAL AID - 13588454 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | COST OF GOODS SOLD - 339740 SPECIAL EVENTS EXPENSE - 11236 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | STUDENT FINANCIAL AID - 13588454 |
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 | Yes (true) | 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 RACIALLY NONDISCRIMINATION POLICY IS PUBLICLY DISPLAYED ON THE UNIVERSITY WEBSITE, HANDBOOKS AND HANDOUTS TO BOTH CURRENT AND POTENTIAL STUDENTS. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | BLUFFTON UNIVERSITY PARTICIPATES IN STUDENT AID PROGRAMS PROVIDED BY THE FEDERAL GOVERNMENT. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $26,107 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $19,607 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,500 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,150 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $6,256 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,318 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $12 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $26,107 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $19,607 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,500 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,150 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,256 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,318 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $12 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,236 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,736 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | BLUFFTON UNIVERSITY STUDENT AID PROGRAM | GrantTypeTxt |
| Recipient | 636 | RecipientCnt |
| Cash Grant | $13,588,454 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | 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 STANDARDIZED TEST SCORES OR TRANSFERRING GPA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE WOOD | PersonNm |
| Title | PRESIDENT (LEFT 02/2025) | TitleTxt |
| Base Compensation Filing Org | $210,837 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $25,000 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $1,607 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $11,091 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $248,535 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a Housing allowance or residence for personal use | FormAndLineReferenceDesc |
| Explanation | JANE M WOOD, PREVIOUS PRESIDENT OF THE UNIVERSITY, WAS GIVEN A HOUSING ALLOWANCE IN THE AMOUNT OF $25,000. THE ALLOWANCE DOES NOT MEET THE SECT. 119 EXCLUSION AND, AS SUCH, IS INCLUDED IN TAXABLE WAGES AND REPORTED ON PT. II, COLUMN (B)(III). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b Review of form 990 by governing body | FORM 990 IS THOROUGHLY REVIEWED BY THE ORGANIZATION'S VICE PRESIDENT OF FISCAL AFFAIRS. FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. 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. |
| Form 990, Part VI, Line 12c Conflict of interest policy | 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 BY THE PRESIDENT OF THE UNIVERSITY. 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 RELATED TRANSACTIONS. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | 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. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | All officers follow the compensation review and approval process at the time the join the president's cabinet. |
| Form 990, Part VI, Line 19 Required documents available to the public | BLUFFTON UNIVERSITY KEEPS COPIES OF THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ON SITE AND ARE AVAILABLE UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS - 639086; Total - 639086; |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHAR RMNDR TR | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| 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 | false | 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 | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |