efile Public Visual Render
ObjectId: 201833189349308858 - Submission: 2018-11-14
TIN: 47-0377991
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
17
Open to Public Inspection
Name of the organization
Doane University
Employer identification number
47-0377991
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax idemnification and gross-up payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (e.g., maid, chauffeur, chef)
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain
.........
1b
Yes
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a?
..
2
Yes
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
Approval by the board or compensation committee
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment?
.............
4a
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
.........
4b
No
c
Participate in, or receive payment from, an equity-based compensation arrangement?
.........
4c
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization?
....................
5a
No
b
Any related organization?
.......................
5b
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
..................
6a
No
b
Any related organization?
......................
6b
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
............
7
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
..........................
8
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)?
.........................
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2017
Page 2
Schedule J (Form 990) 2017
Page
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A)
Name and Title
(B)
Breakdown of W-2 and/or 1099-MISC compensation
(C)
Retirement and other deferred compensation
(D)
Nontaxable
benefits
(E)
Total of columns
(B)(i)-(D)
(F)
Compensation in column (B) reported as deferred on prior Form 990
(i)
Base
compensation
(ii)
Bonus & incentive
compensation
(iii)
Other
reportable compensation
1
JACQUE CARTER
PRESIDENT
(i)
(ii)
267,349
-------------
0
0
-------------
0
16,009
-------------
0
19,666
-------------
0
25,388
-------------
0
328,412
-------------
0
0
-------------
0
2
JULIE SCHMIDT
TREASURER, VP FINANCE
(i)
(ii)
195,975
-------------
0
0
-------------
0
0
-------------
0
11,940
-------------
0
9,081
-------------
0
216,996
-------------
0
0
-------------
0
3
JOHN BURNEY
VP ACADEMIC AFFAIRS
(i)
(ii)
127,952
-------------
0
0
-------------
0
0
-------------
0
8,270
-------------
0
17,081
-------------
0
153,303
-------------
0
0
-------------
0
Schedule J (Form 990) 2017
Page 3
Schedule J (Form 990) 2017
Page
3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference
Explanation
Part I, Line 1a
TRAVEL FOR COMPANIONS: THE PRESIDENT'S SPOUSE OCCASIONALLY TRAVELS TO UNIVERSITY EVENTS AND MEETINGS WHEN HAVING A SIGNIFICANT ROLE IN THE SUCCESS OF THE EVENT OR MEETING. PART 1, QUESTION 1A - TAX IDEMNIFICATION. THE UNIVERSITY PAYS TAX GROSS-UP PAYMENTS FOR THE PRESIDENT'S SPOUSE TRAVEL AND CLUB DUES TAXABLE BENEFITS. PART I, QUESTION 1A - HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE PRESIDENT IS REQUIRED TO LIVE ON CAMPUS IN THE UNIVERSITY-OWNED PRESIDENT'S RESIDENCE WHERE HE REGULARLY HOLDS UNIVERSITY EVENTS. BECAUSE THE PRESIDENT ACCEPTS THIS REQUIREMENT AS A CONDITION OF EMPLOYMENT, THE RESIDENCE IS ON UNIVERSITY PREMISES, AND IT IS PROVIDED FOR THE CONVENIENCE OF THE UNIVERSITY, UNDER IRS RULES IT IS NOT CONSIDERED A TAXABLE BENEFIT TO THE PRESIDENT. AS REQUIRED BY THE FORM 990, THE VALUE OF THE RESIDENCE USED FOR PERSONAL PURPOSES HAS BEEN ESTIMATED AND IS INCLUDED IN THE AMOUNTS REPORTED ON FORM 990, SCHEDULE J, PART II, COLUIMN D. PART I, QUESTION 1A - HEALTH OR SOCIAL CLUB DUES OR INITIAION FEES: THE UNIVERSITY PROVIDES THE PRESIDENT AN ANNUAL MEMBERSHIP TO A COUNTRY CLUB IN THE AREA IN ORDER TO ENTERTAIN AND CONDUCT MEETINGS WITH TRUSTEES, DONORS, AND ALUMNI OF THE UNIVERSITY.
SCHEDULE J, PART II, COLUMN (B)(III)
OTHER REPORTABLE COMPENSATION INCLUDES TAXABLE SPOUSE TRAVEL, GROSS-UP TAXES PAID, SOCIAL CLUB DUES, AND PERSONAL USE OF A COMPANY VEHICLE. COLUMN (C) RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO THE 403(B) RETIREMENT PLAN. COLUMN (D) NONTAXABLE BENEFITS INCLUDE EMPLOYER AND EMPLOYEE PRE-TAX CONTRIBUTIONS TO MEDICAL INCLUDING DENTAL, DISABILITY, AND LIFE INSURANCE BENEFITS, DEPENDENT TUITION BENEFITS, AND EMPLOYER PROVIDED HOUSING, AS APPLICABLE FOR EACH INDIVIDUAL.
Schedule J (Form 990) 2017
Additional Data
Software ID:
Software Version: