2024-05-15T13:15:37-05:00 2023-06-30 FORVIS LLP 111 E Wayne St Suite 600 Fort Wayne IN 46802 990 2022-07-01 344428219 HEIDELBERG UNIVERSITY % KIM MCGILL HEID 4194482228 310 EAST MARKET ST TIFFIN OH 448832462 KIM MCGILL VP - FINANCE 4194482517 2023-05-15 true KIM MCGILL 999009999 Lauren R Denton P01571860 2604604000 2 2022 2023-04-26 12:10:37Z ROBERT HUNTINGTON 310 EAST MARKET STREET TIFFIN OH 44883 94330041 false X WWW.HEIDELBERG.EDU X 1850 OH A COMMUNITY OF LEARNING THAT PROMOTES AND NURTURES INTELLECTUAL, PERSONAL AND PROFESSIONAL DEVELOPMENT LEADING TO A LIFE OF PURPOSE WITH DISTINCTION. 28 28 834 85 0 0 26010906 19373396 43697666 42919696 4096592 2187311 95094 146204 73900258 64626607 20279466 19766819 0 0 17247983 18466255 0 0 1221744 19254717 21434151 56782166 59667225 17118092 4959382 181327853 192697172 43258805 44659111 138069048 148038061 X HEIDELBERG UNIVERSITY'S MISSION AND PROGRAMS ARE FIRMLY ROOTED IN LIBERAL ARTS WITH INNOVATIVE COURSEWORK IN SCIENCES, GLOBAL EDUCATION, BUSINESS AND RELATED GRADUATE-LEVEL PROGRAMS. QUALITY EDUCATION, SERVICES TO STUDENTS, A CLOSE PERSONAL LIVING ENVIRONMENT AND STRONG VALUES-CENTERED PHILOSOPHY ARE HALLMARKS OF A HEIDELBERG EDUCATION. false false 48907893 19766819 42990453 FACULTY INSTRUCTION FOR FULL AND PART-TIME STUDENTS SEEKING DEGREES FROM HEIDELBERG. STUDENT SERVICES PROVIDED TO OUR FULL AND PART-TIME STUDENTS. THESE SERVICES INCLUDE ATHLETICS, FINANCIAL AID, OUR ADMISSIONS OFFICE AND SERVICES TO OUR RESIDENT STUDENTS. AUXILIARY SERVICES TO OUR RESIDENT STUDENTS INCLUDE ROOM AND BOARD AS WELL AS OUR BOOKSTORE. 48907893 true true false false false false false true false true true false false false true false true false true true true false false false true true false false true true true false false false false false false false false false false true false false false false false false false false true 1246 0 true 834 true true true true GM false false false true true false false false false false false X 28 28 false false false false false false false true true false false false true true true true true true true false OH X KIM MCGILL 4194482517 310 EAST MARKET STREET TIFFIN OH 44883 DR ROBERT HUNTINGTON PRESIDENT 40.0 0.0 X 347387 0 56400 HOA NGUYEN VP ADMINISTRATION AND BUSINESS 40.0 0.0 X 172053 0 27757 ANTHONY BOURNE VP OF ENROLLMENT MANAGEMENT 40.0 0.0 X 154000 0 11693 PHIL NESS VP INSTITUTIONAL ADVANCEMENT 40.0 0.0 X 138146 0 22604 BRYAN SMITH PROVOST 40.0 0.0 X 124332 0 25396 CHRIS ABRAMS DEAN OF STUDENT AFFAIRS 40.0 0.0 X 115572 0 24048 LESLIE ERWIN CHIEF HR OFFICER 40.0 0.0 X 118559 0 14996 ANDREW KALNOW TRUSTEE 2.0 0.0 X 0 0 0 B LYNN DETTERMAN TRUSTEE 2.0 0.0 X 0 0 0 CAROL CARTWRIGHT PHD TRUSTEE 2.0 0.0 X 0 0 0 CHAD BREEDEN TRUSTEE 2.0 0.0 X 0 0 0 CHARLES COLE TRUSTEE 2.0 0.0 X 0 0 0 ELIZABETH SMITH ESQ TRUSTEE 2.0 0.0 X 0 0 0 GARY BRYENTON ESQ TRUSTEE 2.0 0.0 X 0 0 0 GARY DUNCAN TRUSTEE 2.0 0.0 X 0 0 0 JEAN GEKLER TRUSTEE 2.0 0.0 X 0 0 0 JERILYN MEDREA TRUSTEE 2.0 0.0 X 0 0 0 JOHN KRATZ TRUSTEE 2.0 0.0 X 0 0 0 KAREN GILLMOR PHD TRUSTEE 2.0 0.0 X 0 0 0 KAREN KOVALOW TRUSTEE 2.0 0.0 X 0 0 0 KATHLEEN GEIER CHAIR OF THE BOARD 2.0 0.0 X X 0 0 0 KIMBERLY NEWMAN TRUSTEE 2.0 0.0 X 0 0 0 KRIS KLEPPER TRUSTEE 2.0 0.0 X 0 0 0 MARSHA BORDNER TRUSTEE 2.0 0.0 X 0 0 0 PAUL STALLINGS TRUSTEE 2.0 0.0 X 0 0 0 R JAMES ORR ESQ BOARD SECRETARY 2.0 0.0 X X 0 0 0 RALPH TALMAGE BOARD TREASURER 2.0 0.0 X X 0 0 0 REV BETH LONG-HIGGINS TRUSTEE 2.0 0.0 X 0 0 0 RICHARD ODELL VICE CHAIR 2.0 0.0 X X 0 0 0 STEVE MARIN TRUSTEE 2.0 0.0 X 0 0 0 SUSAN WOLF MD PHD TRUSTEE 2.0 0.0 X 0 0 0 TERRY OWEN PHD TRUSTEE 2.0 0.0 X 0 0 0 WADE YOUNG MD TRUSTEE 2.0 0.0 X 0 0 0 WILLIAM LANDESS TRUSTE 2.0 0.0 X 0 0 0 DALE CHORBA TRUSTEE 2.0 0.0 X 0 0 0 1170049 0 182894 7 false true false PARKHURST DINING SERVICES PO Box 644091 PITTSBURGH PA 15264 FOOD SERVICE 3827519 DESIGN COLLABORATIVE INC 200 E MAIN ST SUITE 600 FORT WAYNE IN 44883 ARCHITECTURE 345097 MARKER CONSTRUCTION INC 2084 US 68 SOUTH BELLEFONTAINE OH 43311 CONSTRUCTION 514096 JDH CONSTRUCTION LLC 495 W WILLIAMSBURG DR TIFFIN OH 44883 CONSTRUCTION 331994 AMERESCO INC PO BOX 419135 BOSTON MA 02241 ENGINEERING 323801 23 72796 19300600 75102 19373396 TUITION AND FEES 611710 32101105 32101105 RESIDENCE HALLS 611710 4395092 4395092 FOOD SERVICE 611710 3648368 3648368 CONFERENCE REVENUE 611710 554418 554418 DEPARTMENTAL SERVICES REVENUE 611710 203523 203523 2017190 2017190 42919696 2342648 2342648 0 0 59488 59488 0 59488 59488 29427906 29583243 -155337 -155337 -155337 14392 72796 34665 -20273 -20273 36232 0 36232 36232 156283 85526 70757 70757 0 64626607 42990453 2262758 0 19766819 19766819 0 0 1352943 1051078 240652 61213 0 11912196 9254378 2118854 538964 633756 506998 96709 30049 3665338 2932229 559318 173791 902022 721608 137645 42769 4919761 4270411 566810 82540 138058 138058 937457 937457 0 0 106588 106588 0 504877 428353 73976 2548 2987467 2539347 388371 59749 828908 196241 632667 0 3409766 2140083 1200619 69064 670583 622206 26992 21385 0 1418580 1215027 192636 10917 1160946 611558 521119 28269 0 3259622 1894456 1277594 87572 522242 443904 78338 DUES & SUBSCRIPTIONS 329368 119562 207261 2545 LICENSES & FEES 239928 193635 35924 10369 59667225 48907893 9537588 1221744 6400 4600 15428896 11245600 2748444 14068629 6852039 2453089 0 0 0 0 694325 824933 58757 59578 1031776 1186949 141384495 57810773 83527894 83573722 66268985 74283773 0 0 0 0 0 0 4710337 4996299 181327853 192697172 4373252 5079980 0 0 3908826 3452995 34226737 35574251 0 0 0 0 0 0 0 0 749990 551885 43258805 44659111 X 56158980 49305110 81910068 98732951 138069048 148038061 181327853 192697172 X 4959382 4510546 499085 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38715 X X X false 59888870 2954885 5492504 1504766 1276390 65555103 62676929 6705519 -6895690 1419361 1178527 59888870 51414434 1544088 12408538 1245135 1444996 62676929 51987303 793973 944272 1184595 1126519 51414434 52245539 809221 1145975 1180182 1033250 51987303 0.86000 0.14000 false false 2345440 2345440 117662364 43778153 73884211 19122092 12696210 6425882 2254599 1336410 918189 83573722 0 DEPOSITS AND FUNDS HELD 51577 ADVANCES FOR FEDERAL LOANS 500308 551885 49883022 4510546 619276 5129822 44753200 106588 19766819 19873407 64626607 39914009 120191 120191 39793818 106588 19766819 19873407 59667225 SCHEDULE D, PART III, LINE 4 HEIDELBERG UNIVERSITY CAPITALIZES CONTRIBUTIONS OF ART AND SIMILAR ASSETS WHEN RECEIVED. THESE COLLECTIONS ARE HELD FOR THE EDUCATION OF THE TIFFIN COMMUNITY. SCHEDULE D, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 437 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PERMANENTLY RESTRICTED NET ASSETS ARE RESTRICTED TO INVESTMENT IN PERPETUITY, THE INCOME OF WHICH IS EXPENDABLE TO SUPPORT INSTRUCTION, ACADEMIC SUPPORT, SCHOLARSHIPS, FACILITIES, AND OTHER ACTIVITIES OF THE ORGANIZATION. ASC 740 FOOTNOTE Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has no identified any material uncertain tax positions to be recorded or disclosed in the financial statements. PART XI, LINE 2D SPECIAL EVENTS EXPENSE $34,665 COST OF GOODS SOLD $85,526 CHANGE IN VALUE OF SPLIT INTEREST $499,085 TOTAL $619,276 PART XI, LINE 4B STUDENT AID $19,766,819 PART XII, LINE 2D SPECIAL EVENTS EXPENSE $34,665 COST OF GOODS SOLD $85,526 TOTAL $120,191 PART XII, LINE 4B STUDENT AID $19,766,819 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ITS AFFIRMATIVE ACTION STATEMENT IN COLLEGE PUBLICATIONS AND SOLICITATIONS. SCHEDULE E, PART I, LINE 6A HEIDELBERG UNIVERSITY RECEIVES FINANCIAL AID AND GOVERNMENT GRANTS, SUCH AS THE PELL GRANT, DIRECT LOAN, PARENT LOAN FOR UNDERGRADUATE STUDENTS, AND PERKINS LOAN. EUROPE 1 2 PROGRAM SERVICES RECRUITING PROGRAM 98700 1 2 1 2 98700 98700 false false false false false false SCHEDULE F, PART I, LINE 2 HEIDELBERG UNIVERSITY PARTICIPATES IN THE AMERICAN JUNIOR YEAR PROGRAM THROUGH WHICH THE UNIVERSITY PARTNERS WITH A SCHOOL IN GERMANY TO RECRUIT STUDENTS. HEIDELBERG RECEIVES TUITION REVENUE FROM STUDENTS RECRUITED THROUGH THIS PROGRAM. GOLF OUTINGS 87189 72796 14393 7954 12285 14426 0 87189 72796 14393 7954 12285 14426 34665 -20272 36232 false 36232 36232 OH true false true false 1.00000 false false true SCHOLARSHIPS 1131 19766819 SCHEDULE I, PART I, LINE 2 FUNDS ARE DISTRIBUTED TO STUDENTS BASED ON NEED AND MERIT. STUDENT AID IS HANDLED BY THE FINANCIAL AID OFFICE AND CREDITED DIRECTLY TO THE STUDENT ACCOUNT. EACH STUDENT APPLIES FOR FINANCIAL AID BY FILLING OUT A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). THE AWARD IS BASED ON THE INFORMATION IN THIS APPLICATION. STUDENTS CAN ALSO APPLY FOR GRANTS AND SCHOLARSHIPS BASED ON ELIGIBILITY. THERE IS AN AWARD ELIGIBILITY CALCULATOR ON THE HEIDELBERG WEBSITE TO SEE IF YOU QUALIFY. X true true X X X X false true false false false false false false false ANTHONY BOURNE VP OF ENROLLMENT MANAGEMENT 150000 0 4000 10500 1193 165693 DR ROBERT HUNTINGTON PRESIDENT 287806 0 59581 39400 17000 403787 HOA NGUYEN VP ADMINISTRATION AND BUSINESS 172053 0 0 12950 14807 199810 PHIL NESS VP INSTITUTIONAL ADVANCEMENT 133272 0 4874 10150 12454 160750 SCHEDULE J, PART I, LINE 1A A CASH HOUSING ALLOWANCE IS PROVIDED TO THE PRESIDENT ON A MONTHLY BASIS, WHICH IS A TAXABLE BENEFIT REPORTED ON THE W-2. THE PROPERTY IS NOT OWNED BY THE UNIVERSITY NOR IS THERE SUBSTANTIAL BUSINESS USE OF THE PROPERTY. IN ADDITION, A CASH HOUSING ALLOWANCE WAS PROVIDED TO THE DEAN OF STUDENT AFFAIRS. SCHEDULE J, PART I, LINE 4B THE PRESIDENT IS THE SOLE PARTICIPANT IN HEIDELBERG'S 457(F) PLAN. DURING 2022, AMOUNTS DEFERRED UNDER THE PLAN WERE $20,500. A COUNTY OF SENECA OHIO 346401331 2019-06-18 36500000 HEIDELBERG UNIVERSITY PROJECT false false false A 0 0 36500000 0 0 0 537235 0 0 22841403 0 0 true false true true A false false false 0 false false false true A false false false true true true 0 40. false false 0 false true A true X 9 71075 FMV X MISCELLANEOUS 2 2227 FMV X MUSIC EQUIPMENT 1 1800 FMV false true false SCHEDULE M, PART I THE AMOUNTS LISTED IN PART I, COLUMN B ARE BASED ON THE NUMBER OF CONTRIBUTORS FOR EACH TYPE OF PROPERTY CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER AND AN INDEPENDENT ACCOUNTING FIRM PERFORM A THOROUGH REVIEW OF THE FORM 990 AND RELATED SCHEDULES. THE FORM EXCLUDING SCHEDULE B IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A QUESTIONNAIRE IS PROVIDED TO TRUSTEES AND KEY EMPLOYEES ANNUALLY. ANY CONFLICTS ARE REVIEWED BY THE PRESIDENT OF THE UNIVERSITY AND PRESIDENT OF THE BOARD OF DIRECTORS. ANYONE WITH A CONFLICT WOULD NOT BE ALLOWED TO PARTICIPATE IN BOARD OF TRUSTEE DELIBERATIONS OR DECISIONS REGARDING THE TRANSACTION GIVING RISE TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A SALARIES FOR VICE PRESIDENTS AND ADMINISTRATORS ARE BASED ON COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES SALARY SURVEY DATA, AND PEER AND ASPIRANT SCHOOLS. OHIO ATHLETIC CONFERENCE SCHOOLS ARE ALSO USED AS A BASIS FOR SALARY COMPARISONS. THE PRESIDENT REVIEWS THE DATA AND DETERMINES COMPENSATION ACCORDINGLY. TO DETERMINE THE COMPENSATION FOR THE PRESIDENT, AN OUTSIDE CONSULTANT WAS HIRED FOR THE INITIAL HIRING PROCESS. IN ADDITION, A COMPARABILITY STUDY WAS PERFORMED USING THE DATE PROVIDED BY CUPA. THE BOARD OF DIRECTORS REVIEWS THIS INFORMATION AND DETERMINES COMPENSATION ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15B THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S SALARY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE WWW.HEIDELBERG.EDU. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. PART XI, LINE 9 CHANGE IN SPLIT INTEREST AGREEMENT $499,085