Civic Intelligence

Union Institute & University

990 • Fiscal year 2014 • EIN 31-0747997

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 04, 2015

440 E McMillan Street45206-1925

(513) 861-6400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.42x

Higher debt load relative to assets than 63% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

42nd percentile

0.25x

Higher debt load relative to revenue than 42% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

64th percentile

8.7%

Higher net margin than 64% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

66th percentile

$312,452

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

85th percentile

19%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$16,487,579

Up $2,601,863 (+19%) from 2013

Net Assets

Up

$9,584,247

Up $2,816,044 (+42%) from 2013

Liabilities

Down

$6,903,332

Down $214,181 (-3.0%) from 2013

Revenue

$27,800,290

No earlier filing loaded for comparison.

Expenses

Down

$25,371,947

Down $628,566 (-2.4%) from 2013

Net Income

$2,428,343

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $14,559,333Liabilities 2010: $7,548,648Net Assets 2010: $7,010,6852010Assets 2011: $15,432,828Liabilities 2011: $7,891,639Net Assets 2011: $7,541,1892011Assets 2012: $13,871,160Liabilities 2012: $7,416,154Net Assets 2012: $6,455,0062012Assets 2013: $13,885,716Liabilities 2013: $7,117,513Net Assets 2013: $6,768,2032013Assets 2014: $16,487,579Liabilities 2014: $6,903,332Net Assets 2014: $9,584,2472014Assets 2015: $16,133,420Liabilities 2015: $6,006,363Net Assets 2015: $10,127,0572015Assets 2016: $15,957,713Liabilities 2016: $5,644,292Net Assets 2016: $10,313,4212016Assets 2017: $19,414,006Liabilities 2017: $8,533,908Net Assets 2017: $10,880,0982017Assets 2018: $19,364,509Liabilities 2018: $8,088,609Net Assets 2018: $11,275,9002018Assets 2019: $17,161,113Liabilities 2019: $7,313,229Net Assets 2019: $9,847,8842019Assets 2020: $15,471,828Liabilities 2020: $8,317,694Net Assets 2020: $7,154,1342020Assets 2021: $9,527,741Liabilities 2021: $3,167,625Net Assets 2021: $6,360,1162021Assets 2022: $11,922,267Liabilities 2022: $6,101,819Net Assets 2022: $5,820,4482022

Highlighted filing

2014

Assets$16,487,579
Liabilities$6,903,332
Net Assets$9,584,247

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $25,764,8112010Expenses 2011: $25,485,9172011Expenses 2012: $26,923,6412012Expenses 2013: $26,000,5132013Revenue 2014: $27,800,290Expenses 2014: $25,371,947Net Income 2014: $2,428,3432014Revenue 2015: $24,595,088Expenses 2015: $24,109,105Net Income 2015: $485,9832015Revenue 2016: $21,926,919Expenses 2016: $21,685,884Net Income 2016: $241,0352016Revenue 2017: $20,164,412Expenses 2017: $19,936,418Net Income 2017: $227,9942017Revenue 2018: $19,598,749Expenses 2018: $19,441,834Net Income 2018: $156,9152018Revenue 2019: $15,780,441Expenses 2019: $17,458,176Net Income 2019: -$1,677,7352019Revenue 2020: $15,345,586Expenses 2020: $17,897,200Net Income 2020: -$2,551,6142020Revenue 2021: $17,880,804Expenses 2021: $18,674,822Net Income 2021: -$794,0182021Revenue 2022: $16,600,432Expenses 2022: $17,140,100Net Income 2022: -$539,6682022

Highlighted filing

2014

Revenue$27,800,290
Expenses$25,371,947
Net Income$2,428,343
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 4, 2015
Return Version
2013v4.0
Gross Receipts
$27,800,290
Mission and Program Overview

Mission

Union Institute & University educates highly motivated adults who seek academic programs to engage, enlighten, and empower them to pursue professional goals and a lifetime of learning and service. Offering accredited bachelors, masters, and doctoral programs.

University offering accredited bachelors, masters, and doctoral programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,724,021$6,773,730▲ $2,049,709
Investments in Publicly Traded Securities$2,792,055$3,372,263▲ $580,208
Accounts Receivable$1,146,366$1,380,564▲ $234,198
Intangible Assets$1,313,155$1,313,155→ $0
Other Notes and Loans Receivable, Net$1,351,370$1,221,067▼ $130,303
Prepaid Expenses and Deferred Charges$1,016,434$1,046,832▲ $30,398
Land, Buildings, and Equipment, Net$1,236,315$1,027,468▼ $208,847
Pledges and Grants Receivable$306,000$352,500▲ $46,500
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Total Assets$13,885,716$16,487,579▲ $2,601,863
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$3,377,392$3,313,121▼ $64,271
Accounts Payable and Accrued Expenses$1,781,518$1,964,020▲ $182,502
Other Liabilities$1,958,603$1,626,191▼ $332,412
Total Liabilities$7,117,513$6,903,332▼ $214,181
Net Assets / Fund Balance
Unrestricted Net Assets$5,148,529$7,556,887▲ $2,408,358
Temporarily Rstr Net Assets$863,626$1,262,727▲ $399,101
Permanently Rstr Net Assets$756,048$764,633▲ $8,585
Total Net Assets Fund Balance$6,768,203$9,584,247▲ $2,816,044
Total Liabilities and Net Assets / Fund Balance$13,885,716$16,487,579▲ $2,601,863

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$581,722$1,904,309$0
Leasehold Improvements$445,746$526,483$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,022,198$8,585▲ $313,729$1,000$2,327,741
2012$1,804,482$14,880▲ $213,491$0$2,022,198
2011$1,809,266$10,042▲ $26,879$500$1,804,482
2010$1,544,101$35,012▲ $257,512$1,000$1,809,266
2009$1,486,423$8,144▲ $92,742$25,954$1,544,101
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sublett Roger HPresidentFT$224,912$87,540$312,452
Thomas J CunninghamVP Finance and CFOFT$154,354$16,345$170,699
Eamoe Deborah JVP HrFT$126,300$9,200$135,500
Mays JonVP Enrollment ManagementFT$130,000$2,959$132,959
Rocheleau JamesAssociate VP EnrollmentFT$115,260$16,503$131,763
Thompson Gregory GAssoc VP InformationTechFT$105,400$18,597$123,997
Walton Edward ECFO (through Dec 2012)FT$94,643$15,280$109,923
Soto NelsonVP Academic AffairsFT$82,500$20,362$102,862

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,310,430
Program Service Revenue
$26,392,723
Investment Income
$64,593
Other Revenue
$32,544
All Other Contributions
$453,949
Change in Net Assets
$2,428,343

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,800,290
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$387,701
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$28,187,991
Total Revenue per Form 990
$27,800,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$15,210,237
Other Expenses$6,823,426
Grants and Similar Amounts Paid$3,338,284
Total Fundraising Expense$38,996
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,305,813$1,046,178$2,575$11,354,566
Grants to Domestic Individuals$3,338,284--$3,338,284
Occupancy$1,047,839$1,126,865$0$2,174,704
Other Employee Benefits$1,240,154$332,847$342$1,573,343
Advertising$1,464,919$43,056$3,885$1,511,860
Current Officers, Directors, Trustees, and Key Employees$154,293$1,007,370$0$1,161,663
Payroll Taxes$909,632$182,850$38$1,092,520
Information Technology$415,181$206,462-$621,643
Office Expenses$331,539$88,856$3,989$424,384
Depreciation Depletion$0$371,510$0$371,510
Travel$237,886$87,174$873$325,933
Conferences and Meetings$158,139$0$0$158,139
All Other Expenses$54,205$75,924$0$130,129
Fees for Services Legal$0$120,623$0$120,623
Insurance$466$109,467$0$109,933
Fees for Services Management$31,305$55,141$22,155$108,601
Fees for Services Accounting$0$84,850$0$84,850
Other Expenses$46,137$18,941$0$65,078
Pension Plan Contributions-$28,145$0$28,145
Fees for Service Investment Mgmnt Fees$0$10,805-$10,805
Interest$0$6,050$0$6,050
Total Functional Expenses$19,892,455$5,440,496$38,996$25,371,947

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$25,371,947
Total Expenses per Audited Statements$25,371,947
Total Expenses per Form 990$25,371,947
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Dr Anu MitraWife of TrusteeFull time faculty standard salaryNo$68,926

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advances from Federal gov't for student loans$1,151,195
Student Credit Balances$310,423
Capital lease obligation and note payable$164,573
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Process to review Form 990: The University's Form 990 is prepared by its internal accounting staff. It is reviewed by the University's CFO as well as by the members of the President's Cabinet. Copies are also provided to the Board of Trustees for their review and comments.

Form 990, Part VI, Section B, Line 12C

An annual conflict of interest statement and disclosure form is required to be completed and signed by each trustee and key administrator. The form also requires updates for any changes in status that may occur throughout the year.

Form 990, Part VI, Section B, Line 15

Compensation for Roger H. Sublett is determined by the Board of Trustees using a review of similar organizations' Form 990.

Form 990, Part VI, Section C, Line 19

The University's form 990 is available for inspection upon request. The University's conflict of interest policy is included as part of its human resource policy manual and is available to all employees on its intranet site.Comparative financial statement information is available on the University's website.

Filing and Contact Details

Filer

EIN
31-0747997
Phone
5138616400

Signing Officer

Name
Roger H Sublett
Title
President
Phone
5138616400
Signed
2015-02-04

Organization Details

Formed
1964
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
516
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

The university has adopted investment spending policies for endowment assets with the objectives of preservation of both the principle and fund purchasing power. The spending policies conform to the purpose and intent of each endowment.

Raw XML AppendixShowing 400 of 931 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01781518
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01964020
IRS990/AccountsReceivableGrp/BOYAmt01146366
IRS990/AccountsReceivableGrp/EOYAmt01380564
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0University offering accredited bachelors, masters, and doctoral programs.
IRS990/AdvertisingGrp/FundraisingAmt03885
IRS990/AdvertisingGrp/ManagementAndGeneralAmt043056
IRS990/AdvertisingGrp/ProgramServicesAmt01464919
IRS990/AdvertisingGrp/TotalAmt01511860
IRS990/AllOtherContributionsAmt0453949
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt075924
IRS990/AllOtherExpensesGrp/ProgramServicesAmt054205
IRS990/AllOtherExpensesGrp/TotalAmt0130129
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Tom Cunningham VP Finance and CFO
IRS990/BooksInCareOfDetail/PhoneNum05138616400
IRS990/BooksInCareOfDetail/USAddress/AddressLine10440 E McMillan Street
IRS990/BooksInCareOfDetail/USAddress/City0Cincinnati
IRS990/BooksInCareOfDetail/USAddress/State0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0452061925
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt04724021
IRS990/CashNonInterestBearingGrp/EOYAmt06773730
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt01007370
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0154293
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01161663
IRS990/CompDisqualPersonsGrp/FundraisingAmt00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt00
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0158139
IRS990/ConferencesMeetingsGrp/TotalAmt0158139
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt00
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01310430
IRS990/CYGrantsAndSimilarPaidAmt03338284
IRS990/CYInvestmentIncomeAmt064593
IRS990/CYOtherExpensesAmt06823426
IRS990/CYOtherRevenueAmt032544
IRS990/CYProgramServiceRevenueAmt026392723
IRS990/CYRevenuesLessExpensesAmt02428343
IRS990/CYSalariesCompEmpBnftPaidAmt015210237
IRS990/CYTotalExpensesAmt025371947
IRS990/CYTotalFundraisingExpenseAmt038996
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt027800290
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt03377392
IRS990/DeferredRevenueGrp/EOYAmt03313121
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0371510
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt0371510
IRS990/Desc0Higher education: Academic services and instruction to students in accredited BA, BS, Masters, and Doctoral programs
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0516
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt019892455
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt084850
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt084850
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0120623
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt0120623
IRS990/FeesForServicesLobbyingGrp/FundraisingAmt00
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt022155
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt055141
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt031305
IRS990/FeesForServicesManagementGrp/TotalAmt0108601
IRS990/FeesForServicesProfFundraising/FundraisingAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt010805
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010805
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt00
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1650.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1750.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1850.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1950.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt166202
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt17787
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1811433
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1929902
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2014399
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2113028
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2212995
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2317336
IRS990/Form990PartVIISectionAGrp/PersonNm0Aft Richard
IRS990/Form990PartVIISectionAGrp/PersonNm1Allbee Roger
IRS990/Form990PartVIISectionAGrp/PersonNm2Binder Lee
IRS990/Form990PartVIISectionAGrp/PersonNm3Bordas Juana
IRS990/Form990PartVIISectionAGrp/PersonNm4Byas Kim
IRS990/Form990PartVIISectionAGrp/PersonNm5Feldmann Don
IRS990/Form990PartVIISectionAGrp/PersonNm6Goss Kay E
IRS990/Form990PartVIISectionAGrp/PersonNm7Hankins Gladys Gossett
IRS990/Form990PartVIISectionAGrp/PersonNm8Lobert Sandra L
IRS990/Form990PartVIISectionAGrp/PersonNm9Mitra Shekhar
IRS990/Form990PartVIISectionAGrp/PersonNm10Overton Adkins Betty
IRS990/Form990PartVIISectionAGrp/PersonNm11Prince Katherine
IRS990/Form990PartVIISectionAGrp/PersonNm12Smith Edgar
IRS990/Form990PartVIISectionAGrp/PersonNm13Tartakow Dennis
IRS990/Form990PartVIISectionAGrp/PersonNm14Van Duelman Christine
IRS990/Form990PartVIISectionAGrp/PersonNm15Wiltse Virginia
IRS990/Form990PartVIISectionAGrp/PersonNm16Eamoe Deborah J
IRS990/Form990PartVIISectionAGrp/PersonNm17Mays Jon
IRS990/Form990PartVIISectionAGrp/PersonNm18Soto Nelson
IRS990/Form990PartVIISectionAGrp/PersonNm19Sublett Roger H
IRS990/Form990PartVIISectionAGrp/PersonNm20Thomas J Cunningham
IRS990/Form990PartVIISectionAGrp/PersonNm21Walton Edward E
IRS990/Form990PartVIISectionAGrp/PersonNm22Rocheleau James
IRS990/Form990PartVIISectionAGrp/PersonNm23Thompson Gregory G
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16129298
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17132172
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1891429
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19282550
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20156300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2196895
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22118768
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23106661
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee, Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP HR
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP Enrollment Management
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP Academic Affairs
IRS990/Form990PartVIISectionAGrp/TitleTxt19President
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP Finance and CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt21CFO (through Dec 2012)
IRS990/Form990PartVIISectionAGrp/TitleTxt22Associate VP Enrollment
IRS990/Form990PartVIISectionAGrp/TitleTxt23Assoc VP InformationTech
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt0856481
IRS990/GrantAmt03338284
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03338284
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03338284
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt027800290
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt06615
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0206462
IRS990/InformationTechnologyGrp/ProgramServicesAmt0415181
IRS990/InformationTechnologyGrp/TotalAmt0621643
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0109467
IRS990/InsuranceGrp/ProgramServicesAmt0466
IRS990/InsuranceGrp/TotalAmt0109933
IRS990/IntangibleAssetsGrp/BOYAmt01313155
IRS990/IntangibleAssetsGrp/EOYAmt01313155
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt06050
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt06050
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt064593
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt064593
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02792055
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03372263
IRS990/IRPDocumentCnt02977
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02430792
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01236315
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01027468
IRS990/LandBldgEquipCostOrOtherBssAmt03458260
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Union Institute & University empowers adults to acquire, apply, and create knowledge through interdisciplinary, flexible, and collaborative programs focusing on social relevance, personal enrichment, and professional advancement.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06768203
IRS990/NetAssetsOrFundBalancesEOYAmt09584247
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$11.9$6.10$5.82$16.6$17.1$0.54
2021Detailed filing. Detailed filing data is available for this year.$9.53$3.17$6.36$17.9$18.7$0.79
2020Detailed filing. Detailed filing data is available for this year.$15.5$8.32$7.15$15.3$17.9$2.55
2019Detailed filing. Detailed filing data is available for this year.$17.2$7.31$9.85$15.8$17.5$1.68
2018Detailed filing. Detailed filing data is available for this year.$19.4$8.09$11.3$19.6$19.4$0.16
2017Detailed filing. Detailed filing data is available for this year.$19.4$8.53$10.9$20.2$19.9$0.23
2016Detailed filing. Detailed filing data is available for this year.$16.0$5.64$10.3$21.9$21.7$0.24
2015Detailed filing. Detailed filing data is available for this year.$16.1$6.01$10.1$24.6$24.1$0.49
2014Detailed filing. Detailed filing data is available for this year.$16.5$6.90$9.58$27.8$25.4$2.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$7.12$6.77$26.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$7.42$6.46$26.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$7.89$7.54$25.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$7.55$7.01$25.8