FRANCISCAN UNIVERSITY OF STEUBENVILLE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FRANCISCAN UNIVERSITY OF STEUBENVILLE (EIN 34-0714818)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-04-15
- IRS object ID
- 202501059349300615
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-15T07:32:41+00:00 | ReturnTs |
| Tax Period End | 2024-05-31 | 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 | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714818 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCISCAN UNIVERSITY OF STEUBENVILLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 7402833771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 UNIVERSITY BOULEVARD | AddressLine1Txt |
| City | STEUBENVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43952 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT L DOUGHERTY | PersonNm |
| Person Title | VICE PRESIDENT OF FINANCE | PersonTitleTxt |
| Phone | 7402833771 | PhoneNum |
| Signature | 2025-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Preparation | 2025-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | FR DAVE PIVONKA TOR | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 UNIVERSITY BOULEVARD | AddressLine1Txt |
| City | STEUBENVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $190,791,968 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRANCISCAN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | INSTITUTION OF HIGHER EDUCATION AND CHRISTIAN OUTREACH PROGRAMMING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 2120 | TotalEmployeeCnt |
| Total Volunteers | 559 | TotalVolunteersCnt |
| Total Gross UBI | $771,052 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,748,946 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,530,207 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $108,554,231 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $116,992,531 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,997,588 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,508,249 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,931,273 | PYOtherRevenueAmt |
| CY Other Revenue | $3,400,389 | CYOtherRevenueAmt |
| PY Total Revenue | $128,232,038 | PYTotalRevenueAmt |
| CY Total Revenue | $155,431,376 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $40,475,470 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,179,438 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $45,134,239 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $48,888,137 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,267,264 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $38,534,977 | PYOtherExpensesAmt |
| CY Other Expenses | $39,577,445 | CYOtherExpensesAmt |
| PY Total Expenses | $124,144,686 | PYTotalExpensesAmt |
| CY Total Expenses | $134,645,020 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,087,352 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,786,356 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $297,607,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $325,622,837 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,525,828 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $63,049,046 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $235,081,530 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $262,573,791 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PURPOSE OF THE UNIVERSITY IS TO FURTHER THE HIGHER EDUCATION OF MEN AND WOMEN THROUGH PROGRAMS OF LIBERAL, PROFESSIONAL, AND PRE-PROFESSIONAL STUDIES LEADING TO THE CONFERRAL OF THE BACCALUAREATE AND MASTER DEGREES IN THE ARTS AND SCIENCES. SAID DEGREES SHALL BE CONFERRED IN ACCORDANCE WITH THE PROVISIONS OF THE ARTICLES OF INCORPORATION OF THE UNIVERSITY AND THE LAWS OF THE STATE OF OHIO. IT SHALL BE THE FURTHER PURPOSE OF THE UNIVERSITY, PUBLICLY IDENTIFIED AS A CATHOLIC AND A FRANCISCAN INSTITUTION, TO PROMOTE THE MORAL, SPIRITUAL, AND RELIGIOUS VALUES OF ITS STUDENTS. THE UNIVERSITY WILL BE GUIDED BY THE EXAMPLE AND TEACHING OF ST. FRANCIS OF ASSISI. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $110,937,601 | ExpenseAmt |
| Grant | $46,179,438 | GrantAmt |
| Revenue | $115,289,658 | RevenueAmt |
| Desc | INSTRUCTION AND AUXILIARY SERVICES (INCLUDING ROOM AND BOARD) AS RELATED TO THE INSTRUCTION OF 4,197 UNDERGRADUATE AND GRADUATE STUDENTS (INCLUDES ONLINE DELIVERY STUDENTS) ENROLLED IN 54 MAJORS AND 51 MINOR ACADEMIC PROGRAMS. A TOTAL OF 616 UNDERGRADUATE AND 269 MASTERS DEGREES WERE CONFERRED IN THE 2023-24 ACADEMIC YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,822,140 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,747,392 | RevenueAmt |
| Desc | CHRISTIAN OUTREACH PROGRAMS PROVIDE SPIRITUAL FORMATION AND EDUCATION, INVITING CATHOLICS INTO A LIFELONG RELATIONSHIP WITH CHRIST AND HIS CHURCH. YOUTH AND ADULTS PARTICIPATE IN ANNUAL CONFERENCES, EVENTS, AND SEMINARS IN THE U.S. AND CANADA. A DIGITAL CATECHETICAL PLATFORM ALSO FURTHERS THE UNIVERSITY'S GOALS FOR THE NEW EVANGELIZATION. PARTICIPANTS TOTALED 34,939 FOR 2023-24. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $117,759,741 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 5181 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2120 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | AU | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | 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 |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID F LYLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7402833771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 UNIVERSITY BOULEVARD | AddressLine1Txt |
| City | STEUBENVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43952 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Fr David Pivonka TOR | |||||||||
| President | 50.0 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Rev Joseph Lehman TOR | |||||||||
| Chairman of the Board | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Br Marius Strom TOR | |||||||||
| Trustee (exit Oct 24) | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Daniel McMahon | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr John Rodriguez | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Paula Trzepacz | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Fr John Mark Klaus TOR | |||||||||
| Trustee (exit Oct 24) | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Fr Matthew Russick TOR | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Brian McCarthy | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Christopher Irvin | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr David DeWolf | |||||||||
| Trustee (exit Oct 24) | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr John Goetz | |||||||||
| Trustee (exit Oct 24) | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Mark Thomas | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Michael Tobin | |||||||||
| Trustee (exit Oct 24) | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Philip Howard | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Ron Riggins | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr W Paul Jones | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Hope Schneir | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Immaculee Ilibagiza | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MRS MOLLY MCMAHON | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Matthew Simons TOR | |||||||||
| Trustee (exit Oct 24) | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Sr Mary Rachel Capets OP | |||||||||
| Trustee (exit Oct 24) | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Brenan P Pergi | |||||||||
| Sr VP/Chief of Staff | 50.0 | Yes (X) | $191,463 | $0 | $76,548 | ||||
| Dr Daniel Dentino | |||||||||
| VP For Student Life | 50.0 | Yes (X) | $153,638 | $0 | $40,890 | ||||
| Dr Daniel R Kempton | |||||||||
| VP For Academic Affairs (exit May 23) | 50.0 | Yes (X) | $205,748 | $0 | $28,335 | ||||
| Dr Stephen Hildebrand | |||||||||
| VP For Academic Affairs | 50.0 | Yes (X) | $182,393 | $0 | $120,346 | ||||
| Fr Jonathan St Andre TOR | |||||||||
| VP For Franciscan Life | 50.0 | Yes (X) | $0 | $0 | $0 | ||||
| Janine Murdock | |||||||||
| Corporate Secretary | 40.0 | Yes (X) | $45,973 | $0 | $30,430 | ||||
| Joel S Recznik | |||||||||
| VP of Enrollment Management (exit May 23) | 50.0 | Yes (X) | $154,194 | $0 | $74,394 | ||||
| Mark Joseph | |||||||||
| VP For Center For Evangelization (exit Mar 24) | 50.0 | Yes (X) | $133,060 | $0 | $13,386 | ||||
| Robert Dougherty | |||||||||
| VP For Finance | 50.0 | Yes (X) | $164,388 | $0 | $30,195 | ||||
| Robert Hickey Jr | |||||||||
| VP For Advancement | 50.0 | Yes (X) | $189,297 | $0 | $106,471 | ||||
| Timothy Reardon | |||||||||
| VP of Enrollment Management (enter Apr 24) | 50.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Regina Boerio | |||||||||
| Dean of School of Humanities and Social Sciences | 50.0 | $153,957 | $0 | $35,037 | Yes (X) | ||||
| Daniel Kuebler | |||||||||
| Professor | 50.0 | $164,203 | $0 | $34,474 | Yes (X) | ||||
| Dr Christopher Davis | |||||||||
| Director of Information Technology Services (exit Dec 23) | 50.0 | $219,213 | $0 | $38,808 | Yes (X) | ||||
| Dr Scott R Sollom STL | |||||||||
| Dir. of Franciscan Catechetical Institute; Associate Chair of Theology - Catechetics | 50.0 | $146,634 | $0 | $79,780 | Yes (X) | ||||
| Dr Scott W Hahn | |||||||||
| Scanlon Chair Bilblical Theo; Professor | 50.0 | $159,078 | $0 | $14,487 | Yes (X) | ||||
| William Thomas | |||||||||
| Executive Director of HR | 50.0 | $143,113 | $0 | $245 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,406,352 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $723,826 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 55 | 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 |
|---|---|---|---|---|---|
| Rycon Construction Inc | |||||
| 2501 Smallman Street Suite 100 | Pittsburgh | PA | 15222 | Construction | $17,106,683 |
| Parkhurst Dining Services | |||||
| 285 East Waterfront Drive Suite 200 | Homestead | PA | 15120 | Food Service | $5,253,921 |
| Double B Excavating LLC | |||||
| 31340 Weavers Run Road | Tippecanoe | OH | 44699 | Construction | $2,223,280 |
| Dynamic Campus Solutions Inc | |||||
| 2806 Fintrock Trace Suite A205 | Austin | TX | 78738 | IT Support | $2,210,330 |
| Ft Steuben Maintenance | |||||
| 810 N 7th Street | Steubenville | OH | 43952 | Construction | $1,124,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 40 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $113,290 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $6,554,656 | GovernmentGrantsAmt |
| All Other Contributions | $15,862,261 | AllOtherContributionsAmt |
| Noncash Contributions | $1,175,036 | NoncashContributionsAmt |
| Total Contributions | $22,530,207 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition and Fees | 611310 | $91,385,329 | $91,385,329 | |
| Auxiliary Activities | 611310 | $18,584,693 | $18,584,693 | |
| Christian Outreach | 611710 | $4,747,392 | $4,300,578 | $446,814 |
| Misc Student Services | 611600 | $789,233 | $789,233 | |
| Student Rel. Activities | 611310 | $1,485,884 | $1,472,053 | $13,831 |
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 | $116,992,531 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,395,088 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $17,722 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,377,366 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $167,764 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $167,764 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,764 | TotalRevenueColumnAmt |
| Exclusion | $167,764 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,031,699 | SecuritiesAmt |
| Other | $46,317 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,906,677 | SecuritiesAmt |
| Other | $58,178 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,125,022 | SecuritiesAmt |
| Other | -$11,861 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,113,161 | TotalRevenueColumnAmt |
| Exclusion | $9,113,161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,438 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $113,290 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $114,017 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$104,579 | TotalRevenueColumnAmt |
| Exclusion | -$104,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
| Gross Sales Of Inventory | $4,618,924 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,281,720 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,337,204 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,044,519 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $292,685 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,431,376 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $119,576,405 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $771,052 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,553,712 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,816,779 | TotalAmt |
| Program Services | $40,816,779 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,262,659 | TotalAmt |
| Program Services | $5,262,659 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,187,053 | TotalAmt |
| Program Services | $1,282,209 | ProgramServicesAmt |
| Management And General | $589,503 | ManagementAndGeneralAmt |
| Fundraising | $315,341 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,368 | TotalAmt |
| Program Services | $332,217 | ProgramServicesAmt |
| Management And General | $69,151 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,237,505 | TotalAmt |
| Program Services | $26,645,662 | ProgramServicesAmt |
| Management And General | $4,812,462 | ManagementAndGeneralAmt |
| Fundraising | $1,779,381 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,561,780 | TotalAmt |
| Program Services | $1,312,401 | ProgramServicesAmt |
| Management And General | $141,306 | ManagementAndGeneralAmt |
| Fundraising | $108,073 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,137,134 | TotalAmt |
| Program Services | $7,837,431 | ProgramServicesAmt |
| Management And General | $717,857 | ManagementAndGeneralAmt |
| Fundraising | $581,846 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,363,297 | TotalAmt |
| Program Services | $1,940,545 | ProgramServicesAmt |
| Management And General | $245,541 | ManagementAndGeneralAmt |
| Fundraising | $177,211 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,019 | TotalAmt |
| Program Services | $44,682 | ProgramServicesAmt |
| Management And General | $343,695 | ManagementAndGeneralAmt |
| Fundraising | $30,642 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,712 | TotalAmt |
| Program Services | $11,277 | ProgramServicesAmt |
| Management And General | $256,435 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,512 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $549,512 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,668,669 | TotalAmt |
| Program Services | $3,797,482 | ProgramServicesAmt |
| Management And General | $684,273 | ManagementAndGeneralAmt |
| Fundraising | $186,914 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,895 | TotalAmt |
| Program Services | $243,298 | ProgramServicesAmt |
| Management And General | $36,637 | ManagementAndGeneralAmt |
| Fundraising | $50,960 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,736,496 | TotalAmt |
| Program Services | $3,128,549 | ProgramServicesAmt |
| Management And General | $109,677 | ManagementAndGeneralAmt |
| Fundraising | $498,270 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,051,141 | TotalAmt |
| Program Services | $1,658,910 | ProgramServicesAmt |
| Management And General | $1,364,148 | ManagementAndGeneralAmt |
| Fundraising | $28,083 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,751,130 | TotalAmt |
| Program Services | $3,540,300 | ProgramServicesAmt |
| Management And General | $210,655 | ManagementAndGeneralAmt |
| Fundraising | $175 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,419,202 | TotalAmt |
| Program Services | $2,222,482 | ProgramServicesAmt |
| Management And General | $71,276 | ManagementAndGeneralAmt |
| Fundraising | $125,444 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,355 | TotalAmt |
| Program Services | $62,158 | ProgramServicesAmt |
| Management And General | $4,793 | ManagementAndGeneralAmt |
| Fundraising | $7,404 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,106,277 | TotalAmt |
| Program Services | $1,680,591 | ProgramServicesAmt |
| Management And General | $425,686 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,975,602 | TotalAmt |
| Program Services | $4,953,857 | ProgramServicesAmt |
| Management And General | $1,021,745 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,131,913 | TotalAmt |
| Program Services | $777,093 | ProgramServicesAmt |
| Management And General | $354,820 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food Service | $5,889,769 | $5,889,769 | ||
| Repair/maintenance | $2,349,391 | $1,680,206 | $449,951 | $219,234 |
| Admin Exp LLCs | $1,415,126 | $1,415,126 | ||
| Hospitality | $1,079,766 | $940,258 | $51,980 | $87,528 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,470 | TotalAmt |
| Program Services | $183,800 | ProgramServicesAmt |
| Management And General | $106,912 | ManagementAndGeneralAmt |
| Fundraising | $70,758 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,645,020 | TotalAmt |
| Program Services | $117,759,741 | ProgramServicesAmt |
| Management And General | $12,618,015 | ManagementAndGeneralAmt |
| Fundraising | $4,267,264 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,668,338 | BOYAmt |
| EOY | $5,422,877 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,796,643 | BOYAmt |
| EOY | $10,316,365 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,301,906 | BOYAmt |
| EOY | $17,404,920 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,164,063 | BOYAmt |
| EOY | $2,843,590 | 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 | $298,022 | BOYAmt |
| EOY | $201,936 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,841 | BOYAmt |
| EOY | $579,992 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,177,075 | BOYAmt |
| EOY | $2,849,994 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $270,092,948 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $102,195,238 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,520,229 | BOYAmt |
| EOY | $167,897,710 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,517,720 | BOYAmt |
| EOY | $71,642,540 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,620,521 | BOYAmt |
| EOY | $46,462,913 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,607,358 | BOYAmt |
| EOY | $325,622,837 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,728,950 | BOYAmt |
| EOY | $14,873,208 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,496 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,813,299 | BOYAmt |
| EOY | $4,633,572 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,515,000 | BOYAmt |
| EOY | $19,880,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $22,986,341 | BOYAmt |
| EOY | $22,235,157 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,351,742 | BOYAmt |
| EOY | $1,427,109 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,525,828 | BOYAmt |
| EOY | $63,049,046 | 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 | $117,553,881 | BOYAmt |
| EOY | $129,893,226 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,527,649 | BOYAmt |
| EOY | $132,680,565 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,081,530 | BOYAmt |
| EOY | $262,573,791 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,607,358 | BOYAmt |
| EOY | $325,622,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $20,786,356 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,705,905 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,857,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,086,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,377,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,748,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,693,452 | CurrentTaxYearAmt |
| Total | $122,763,604 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,857,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,086,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,377,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,748,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,693,452 | CurrentTaxYearAmt |
| Total | $122,763,604 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $25,933,894 | SubstantialContributorsTotAmt |
| Public Support Total170 | $96,829,710 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,752,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,439,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,628,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,979,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,013,339 | CurrentTaxYearAmt |
| Total | $9,813,766 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $132,577,370 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $511,515,480 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7304 | PublicSupportCY170Pct |
| Public Support PY170 | 0.6981 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $1,752,804 | 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 | $78,036,390 | BeginningYearBalanceAmt |
| Contributions | $788,242 | ContributionsAmt |
| Investment Earnings Or Losses | $14,379,938 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,281,925 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $90,922,645 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,880,077 | BeginningYearBalanceAmt |
| Contributions | $652,777 | ContributionsAmt |
| Investment Earnings Or Losses | $40,565 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,537,029 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $78,036,390 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,462,390 | BeginningYearBalanceAmt |
| Contributions | $3,184,529 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,628,075 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,138,767 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $78,880,077 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,203,254 | BeginningYearBalanceAmt |
| Contributions | $640,721 | ContributionsAmt |
| Investment Earnings Or Losses | $18,789,547 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,171,132 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $83,462,390 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,845,444 | BeginningYearBalanceAmt |
| Contributions | $657,947 | ContributionsAmt |
| Investment Earnings Or Losses | $3,061,074 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,361,211 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $65,203,254 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.3494 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.3079 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.3427 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,224,910 | OtherCostOrOtherBasisAmt |
| Book Value | $11,224,910 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $166,791,411 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,466,980 | DepreciationAmt |
| Book Value | $88,324,431 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,191,257 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,728,258 | DepreciationAmt |
| Book Value | $11,462,999 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,885,370 | OtherCostOrOtherBasisAmt |
| Book Value | $56,885,370 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $167,897,710 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENT FUNDS & PARTNERSHIPS | Desc |
| Book Value | $46,462,913 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $46,462,913 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDENT AND OTHER DEPOSITS | Desc |
| Amt | $1,427,109 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,427,109 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $118,052,277 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,705,905 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $1,395,737 | OtherRevenueAmt |
| Revenue Not Reported | $8,101,642 | RevenueNotReportedAmt |
| Revenue Subtotal | $109,950,635 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $549,512 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $44,931,229 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $45,480,741 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $155,431,376 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $90,560,016 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $1,395,737 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,395,737 | ExpensesNotReportedAmt |
| Expenses Subtotal | $89,164,279 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $549,512 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $44,931,229 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $45,480,741 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $134,645,020 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | The University's collections include paintings, prints, photographs, sculptures, drawings and watercolors and decorative arts. These items are held for educational, research, scientific, curatorial and religious purposes. Each of the items is cataloged, preserved and cared for, and activities verifying their existence and assessing their condition are performed continuously. Items are reflected in equipment in the consolidated financial statement at appraised value on the date purchased or contributed. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The University's endowment consists of approximately 160 individual funds established for a variety of purposes, including donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. Net assets associated with these endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE UNIVERSITY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE UNIVERSITY IS ALSO EXEMPT FROM STATE INCOME TAX UNDER APPLICABLE STATE STATUTES. HIH AND GVP HAVE BEEN ORGANIZED AS LLCS, WHICH ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, THE TAXABLE INCOME OR LOSS FROM THESE ENTITIES IS INCLUDED IN THE INCOME TAX RETURN OF THE UNIVERSITY. ACCORDINGLY, ANY INCOME THAT IS UNRELATED TO THE EXEMPT PURPOSES OF THE UNIVERSITY IS TREATED AS UNRELATED BUSINESS INCOME ON THE UNIVERSITY'S TAX RETURN. The University follows the relevant accounting guidance relative to uncertainty in income taxes, which prescribes a minimum recognition threshold and measurement methodology that a tax position taken or expected to be taken in a tax return is required to meet before being recognized in financial statements. The University files information and income tax returns in the U.S. federal jurisdiction and various states and foreign jurisdictions. With few exceptions, the University is no longer subject to U.S. federal, state and local or non-U.S. examinations by tax authorities for years before 2021. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | DIRECT FUNDRAISING EXPENSES - 114017 COST OF GOODS SOLD - 1281720 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | TUITION ASSISTANCE - 44914648 ASSET DISPOSAL - 16581 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | DIRECT FUNDRAISING EXPENSES - 114017 COST OF GOODS SOLD - 1281720 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | TUITION ASSISTANCE - 44914648 ASSET DISPOSAL - 16581 |
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 | ALL UNDERGRADUATE AND GRADUATE APPLICATIONS REFLECT NON-DISCRIMINATORY POLICIES. THE POLICY STATEMENT IS CONTAINED IN PRINT AND TV ADVERTISING, AND PUBLISHED IN ADMISSIONS RECRUITMENT MATERIALS, UNIVERSITY CATALOGS, AND DOCUMENTS DISTRIBUTED TO PROSPECTIVE STUDENTS. THE POLICY IS ALSO STATED ON THE UNIVERSITY`S WEBSITE. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | THESE FUNDS REPRESENT FINANCIAL AID ISSUED TO STUDENTS IN THE FORM OF FEDERAL AND STATE GRANTS, SCHOLARSHIPS, TUITION DISCOUNTS, AND INSTITUTIONAL FINANCIAL AID. STUDENTS RECEIVING SCHOLARSHIPS AND GRANTS FROM FRANCISCAN UNIVERSITY ARE MONITORED TO ENSURE THEY MEET THE ACADEMIC REQUIREMENTS OR OTHER CRITERIA ASSOCIATED WITH THE RESPECTIVE AWARD. ALL AID IS PROCESSED THROUGH THE FINANCIAL AID OFFICE AND IS POSTED TO THE STUDENTS' RECEIVABLE ACCOUNTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (15 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 1 | 22 | Program Services | Academic, Instruction, and Support Services | $4,444,071 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Grants to FMT / Study Abroad Program | $822,290 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Instituitional Aid - Employee Discounts | $176,385 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Instituitional Aid - RA Waivers | $30,000 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Student Aid | Scholarships And Financial Aid | $4,097,869 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Christian Outreach | $276,860 |
| Central America and the Caribbean | 0 | 0 | Program Services | Christian Outreach | $540 |
| South America | 0 | 0 | Program Services | Christian Outreach & Instruction | $1,643 |
| Middle East and North Africa | 0 | 0 | Program Services | Educational Administration Chistian Outreach | $51 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $3,439,047 | |
| Central America and the Caribbean | 0 | 0 | Investments | $20,054,364 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Academic, Instruction and Admin Support | $1,155 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Educational Admin | $8,465 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Management | Alumni | $2,156 |
| South Asia | 0 | 0 | Program Services | Instruction/Outreach | $14,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 22 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Subtotal Spent | $33,369,367 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $33,369,367 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Purpose Of Grant | General Support | PurposeOfGrantTxt |
| Cash Grant | $822,290 | CashGrantAmt |
| Manner Of Cash Disbursement | Electronic Bank Transfers | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Federal, State, Funded & Institutional | TypeOfAssistanceTxt |
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Recipient | 453 | RecipientCnt |
| Cash Grant | $4,097,869 | CashGrantAmt |
| Manner Of Cash Disbursement | Electronic Posting to Student Accts via GL Processing | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | THE UNIVERSITY REQUIRES PERIODIC REPORTING ON THE USE OF THE FUNDS TO ENSURE THAT THE FUNDS ARE USED FOR THEIR STATED PURPOSE. STUDENTS RECEIVING SCHOLARSHIPS AND GRANTS FROM FRANCISCAN UNIVERSITY ARE MONITORED TO ENSURE THEY MEET THE ACADEMIC REQUIREMENTS OR OTHER CRITERIA ASSOCIATED WITH THE RESPECTIVE AWARD. ALL AID IS PROCESSED THROUGH THE FINANCIAL AID OFFICE AND IS POSTED TO THE STUDENTS' RECEIVABLE ACCOUNTS. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEA; EUROPE (INCLUDING ICELAND AND GREENLAND)-; MIDDLE EAST AND NORTH AFRIC; SOUTH AMERIC; SOUTH ASI |
| Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements | EUROPE (INCLUDING ICELAND AND GREENLAND |
| Schedule F, Part III(c) Explanation of estimate for number of recipients | EUROPE (INCLUDING ICELAND AND GREENLAND):N/A |
| Schedule F, Part III Method used to account for expenditures on org's financial statements | EUROPE (INCLUDING ICELAND AND GREENLAND) - |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | President's Golf Outing | Event1Nm |
| Gross Receipts Event1 | $40,593 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $36,350 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,243 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $9,149 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $13,688 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,945 | OtherDirectExpensesEvent1Amt |
| Event2 | BARON CLUB DINNER | Event2Nm |
| Gross Receipts Event2 | $82,135 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $76,940 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,195 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $10,518 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $20,353 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,301 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $49,063 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $122,728 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $113,290 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,438 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,667 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $34,041 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,301 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $58,008 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $114,017 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$104,579 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL EUCHRISTIC CONGRESS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7878 | AddressLine1Txt |
| City | NOTRE DAME | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 881152082 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $100,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| FEDERAL FINANCIAL AID | 51 | $131,773 | $0 | N/A | N/A |
| STATE FINANCIAL AID | 171 | $432,209 | $0 | N/A | N/A |
| INSTITUTIONAL AID | 2676 | $36,761,515 | $0 | N/A | N/A |
| RESTRICTED SCHOLARSHIPS | 770 | $3,491,282 | $0 | N/A | N/A |
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 | THESE FUNDS REPRESENT FINANCIAL AID ISSUED TO STUDENTS IN THE FORM OF FEDERAL AND STATE GRANTS, SCHOLARSHIPS, TUITION DISCOUNTS, AND INSTITUTIONAL FINANCIAL AID. STUDENTS RECEIVING SCHOLARSHIPS AND GRANTS FROM FRANCISCAN UNIVERSITY ARE MONITORED TO ENSURE THEY MEET THE ACADEMIC REQUIREMENTS OR OTHER CRITERIA ASSOCIATED WITH THE RESPECTIVE AWARD. ALL AID IS PROCESSED THROUGH THE FINANCIAL AID OFFICE AND IS POSTED TO THE STUDENTS' RECEIVABLE ACCOUNTS. | 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 |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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 (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Daniel Dentino | ||||||||||||||
| VP For Student Life | $153,638 | $0 | $0 | $0 | $0 | $0 | $15,577 | $0 | $25,313 | $0 | $194,528 | $0 | $0 | $0 |
| Robert Dougherty | ||||||||||||||
| VP For Finance | $164,388 | $0 | $0 | $0 | $0 | $0 | $3,232 | $0 | $26,963 | $0 | $194,583 | $0 | $0 | $0 |
| Robert Hickey Jr | ||||||||||||||
| VP For Advancement | $179,297 | $0 | $0 | $0 | $10,000 | $0 | $18,468 | $0 | $88,003 | $0 | $295,768 | $0 | $0 | $0 |
| Dr Stephen Hildebrand | ||||||||||||||
| VP For Academic Affairs | $182,393 | $0 | $0 | $0 | $0 | $0 | $16,583 | $0 | $103,763 | $0 | $302,739 | $0 | $0 | $0 |
| Dr Daniel R Kempton | ||||||||||||||
| VP For Academic Affairs (exit May 23) | $136,343 | $0 | $0 | $0 | $69,405 | $0 | $11,019 | $0 | $17,316 | $0 | $234,083 | $0 | $0 | $0 |
| Brenan P Pergi | ||||||||||||||
| Sr VP/Chief of Staff | $191,463 | $0 | $0 | $0 | $0 | $0 | $19,890 | $0 | $56,658 | $0 | $268,011 | $0 | $0 | $0 |
| Joel S Recznik | ||||||||||||||
| VP of Enrollment Management (exit May 23) | $74,194 | $0 | $0 | $0 | $80,000 | $0 | $6,667 | $0 | $67,727 | $0 | $228,588 | $0 | $0 | $0 |
| Dr Regina Boerio | ||||||||||||||
| Dean of School of Humanities and Social Sciences | $153,957 | $0 | $0 | $0 | $0 | $0 | $9,724 | $0 | $25,313 | $0 | $188,994 | $0 | $0 | $0 |
| Dr Christopher Davis | ||||||||||||||
| Director of Information Technology Services (exit Dec 23) | $140,500 | $0 | $0 | $0 | $78,713 | $0 | $13,495 | $0 | $25,313 | $0 | $258,021 | $0 | $0 | $0 |
| Dr Scott W Hahn | ||||||||||||||
| Scanlon Chair Bilblical Theo; Professor | $159,078 | $0 | $0 | $0 | $0 | $0 | $14,242 | $0 | $245 | $0 | $173,565 | $0 | $0 | $0 |
| Daniel Kuebler | ||||||||||||||
| Professor | $164,203 | $0 | $0 | $0 | $0 | $0 | $9,161 | $0 | $25,313 | $0 | $198,677 | $0 | $0 | $0 |
| Dr Scott R Sollom STL | ||||||||||||||
| Dir. of Franciscan Catechetical Institute; Associate Chair of Theology - Catechetics | $146,634 | $0 | $0 | $0 | $0 | $0 | $7,812 | $0 | $71,968 | $0 | $226,414 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | THE UNIVERSITY OWNS THE FRIARY BUILDING ON ITS CAMPUS. FATHER DAVID PIVONKA AND FATHER JONATHAN ST. ANDRE RESIDE IN THE FRIARY. ALL OPERATING EXPENSES ARE THE FINANCIAL RESPONSIBILITY OF THE THIRD ORDER REGULAR OF ST. FRANCIS OF PENANCE (TOR) OF THE PROVINCE OF THE MOST SACRED HEART OF JESUS, FRANCISCAN UNIVERSITY'S MEMBER. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | Three severance agreements included in 2023 calendar year Other Reportable Compensation: Dr. Christopher Davis - $78,713 Dr. Daniel Kempton - $69,405 Mr. Joel Recznik - $80,000 |
| Schedule J, Part I, Line 3 | THE PRESIDENT OF THE UNIVERSITY, A CATHOLIC PRIEST OF FRANCISCAN FRIARS TOR, HAS TAKEN A VOW OF POVERTY AND IS NOT COMPENSATED FOR HIS SERVICE TO THE UNIVERSITY. THIS ARRANGEMENT IS DISCLOSED AND REVIEWED BY THE PROVINCIAL OF THE FRANCISCAN ORDER AND THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. DUE TO THE FACT THAT NO COMPENSATION IS PAID TO THE PRESIDENT, POLICIES AND PROCESSES REGARDING AWARDING PRESIDENTIAL COMPENSATION ARE NOT RELEVANT, DISCLOSURES IN PART VII AND SCHEDULE J REFLECT THIS FACT. THE BOXES CHECKED IN SCHEDULE J ARE RELEVANT TO THE AMOUNT OF MONTHLY PAYMENTS MADE TO THE FRANCISCAN FRIARS AS THE UNIVERSITY DOES MAKE AN AGGREGATE PAYMENT TO THE FRANCISCAN FRIARS TOR FOR THE SERVICES PERFORMED BY ALL FRIARS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 346849674 | BondIssuerEIN |
| CUSIP | 67756DLX2 | CUSIPNum |
| Bond Issued | 2016-12-15 | BondIssuedDt |
| Issue Price | $23,994,583 | IssuePriceAmt |
| Purpose | REFUND 2006 BOND | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $4,114,583 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $23,994,583 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $1,775,967 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $9,520,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $11,295,967 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $108,340 | CashGrantAmt |
| Type Of Assistance | Scholarships | TypeOfAssistanceTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Kevin Harris | |||
| Officer's Family | $153,385 | Reportable compensation plus fringe benefits | false |
| Gregory V Boerio | |||
| Family of Key Employee | $10,500 | Reportable compensation plus fringe benefits | false |
| Aaron Kelly | |||
| Family of Officer | $64,383 | Reportable compensation plus fringe benefits | false |
| Mary Matanzo | |||
| Family of Trustee | $19,376 | Reportable compensation plus fringe benefits | false |
| Jill Riffle | |||
| Family of Officer | $60,463 | Reportable compensation plus fringe benefits | false |
| Catherine Sullivan | |||
| Family of Officer | $88,582 | Reportable compensation plus fringe benefits | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $850,036 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $325,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Comparable Sales | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS LISTED IN PART I, COLUMN B ARE BASED ON THE NUMBER OF CONTRIBUTORS FOR EACH TYPE OF PROPERTY CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 | FR. DAVE PIVONKA, T.O.R. AND BRENAN PERGI ARE MEMBERS OF THE MARIA THRON FOUNDATION SUPERVISORY BOARD. |
| Form 990, Part VI, Line 1a MATERIAL DIFFERENCES IN VOTING RIGHTS | FLIP HOWARD, DAVID DEWOLF, JOEL RECZNIK, STEPHEN HILDEBRAND, HOPE SCHNEIR, AND BRIAN MCCARTHY ARE NON-INDEPENDENT BOARD MEMBERS DUE TO DISCLOSURES ON SCHEDULE L. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | THE UNIVERSITY`S BOARD HAS A GOVERNANCE COMMITTEE WHOSE DUTIES AND RESPONSIBILITIES ARE OUTLINED IN THE BYLAWS. THE GOVERNANCE COMMITTEE SHALL HAVE AND EXERCISE, BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, AS PROVIDED IN THE BYLAWS, ANY AND ALL THE POWERS OF THE BOARD OF TRUSTEES IN THE MANAGEMENT AND TRANSACTION OF BUSINESS OF THE UNIVERSITY AND SHALL HAVE THE POWER TO AUTHORIZE THE SEAL OF THE UNIVERSITY TO BE AFFIXED TO ALL INSTRUMENTS WHICH MAY REQUIRE IT. THE GOVERNANCE COMMITTEE SHALL MEET UPON CALL BY THE CHAIRMAN OF THE BOARD, OR THE PRESIDENT OF THE UNIVERSITY. A MAJORITY OF THE GOVERNANCE COMMITTEE, AT LEAST ONE (1) OF WHOM SHALL BE A LAY MEMBER, SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. THE GOVERNANCE COMMITTEE SHALL REPORT ITS ACTIVITIES, INCLUDING ACTIONS TAKEN ON BEHALF OF THE FULL BOARD, TO THE BOARD AT ITS NEXT MEETING. THE GOVERNANCE COMMITTEE MAY DECIDE IT APPROPRIATE TO MAIL A COPY OF THE MINUTES OF ITS MEETING TO EACH MEMBER OF THE BOARD IN ADVANCE OF THE NEXT MEETING OF THE BOARD AND IN LIEU OF MAKING A REPORT AT THAT MEETING. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | FRANCISCAN UNIVERSITY OF STEUBENVILLE IS A 501(C)(3) NONPROFIT CORPORATION WITH MEMBERS. THE MEMBERS OF THE CORPORATION ARE THE MINISTER PROVINCIAL AND THE PROVINCIAL CURIA OF THE MOST SACRED HEART OF JESUS, THIRD ORDER REGULAR (T.O.R.). THE PRESIDENT OF THE FRANCISCAN UNIVERSITY OF STEUBENVILLE SERVES AS A MEMBER EX OFFICIO. THESE INDIVIDUALS SERVE AS MEMBERS OF THE CORPORATION DURING THEIR RESPECTIVE TERMS AS MINISTER PROVINCIAL, THE PROVINCIAL CURIA, AND THE PRESIDENT OF THE UNIVERSITY. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE MINISTER PROVINCIAL OF THE PROVINCE OF THE MOST SACRED HEART OF JESUS OF THE THIRD ORDER REGULAR AND THE PRESIDENT OF THE UNIVERSITY SHALL BE EX OFFCIO MEMBERS OF THE BOARD OF TRUSTEES. THESE INDIVIDUALS ARE ELECTED BY THE PROVINCE OF THE MOST SACRED HEART OF JESUS. SEVEN OF THE BAORD MEMBERS MUST BE MEMBERS OF THE ORDER. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE FOLLOWING POWERS ARE RESERVED EXCLUSIVELY TO THE MEMBERS OF THE CORPORATION: A. TO DETERMINE THE PHILOSOPHY AND OBJECTIVES OF THE CORPORATION. B. TO ADOPT AMENDMENTS TO THE ARTICLES OF INCORPORATION, AND TO ALTER, AMEND, OR REPEAL BYLAWS. C. TO PURCHASE, SELL, LEASE, TRANSFER OR ENCUMBER, CONSTRUCT, OR UNDERTAKE THE DESTRUCTION OF LAND AND/OR BUILDINGS OWNED BY THE UNIVERSITY, OR IN WHICH THE UNIVERSITY HAS OR WILL HAVE LEGAL OR EQUITABLE TITLE. D. TO MERGE, CONSOLIDATE, OR AFFILIATE THE UNIVERSITY WITH ANY OTHER CORPORATION. E. TO DISSOLVE OR TERMINATE THE EXISTENCE OF THE UNIVERSITY AND TO DETERMINE THE DISTRIBUTION OF CORPORATE ASSETS UPON SUCH DISSOLUTION OR TERMINATION, PROVIDED THAT SUCH DISTRIBUTION BE EXCLUSIVELY MADE FOR SUCH PURPOSES AS ARE EXEMPT FROM TAXATION UNDER FEDERAL LAW. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE ENTIRE BOARD OF TRUSTEES RECEIVES A COMPLETE FORM 990 FOR REVIEW. THE COMPLETE 990 IS ALSO REVIEWED BY THE PRESIDENT, SENIOR VP/CHIEF OF STAFF, VP OF FINANCE AND CONTROLLER. |
| Form 990, Part VI, Line 12c Conflict of interest policy | BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS TO IDENTIFY POTENTIAL OR ACTUAL CONFLICTS. MEMBERS OF THE UNIVERSITY'S FINANCE MANAGEMENT TEAM REVIEW ALL COMPLETED ANNUAL DISCLOSURES. PERCEIVED OR ACTUAL CONFLICTS ARE ADVANCED TO THE BOARD FOR RESOLUTION. THE AUDIT COMMITTEE HAS RESPONSIBILITY TO MONITOR CONFLICTS OF INTEREST BETWEEN THE UNIVERSITY'S BUSINESS ACTIVITY AND MEMBERS OF MANAGEMENT, FACULTY, AND TRUSTEES. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE PRESIDENT OF THE UNIVERSITY, A CATHOLIC PRIEST OF FRANCISCAN FRIARS TOR, HAS TAKEN A VOW OF POVERTY AND IS NOT COMPENSATED FOR HIS SERVICE TO THE UNIVERSITY. THIS ARRANGEMENT IS DISCLOSED AND REVIEWED BY THE PROVINCIAL OF THE FRANCISCAN ORDER AND THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. DUE TO THE FACT THAT NO COMPENSATION IS PAID TO THE PRESIDENT, POLICIES AND PROCESSES REGARDING AWARDING PRESIDENTIAL COMPENSATION ARE NOT RELEVANT, DISCLOSURES IN PART VII AND SCHEDULE J REFLECT THIS FACT. THE BOXES CHECKED IN SCHEDULE J ARE RELEVANT TO THE AMOUNT OF MONTHLY PAYMENTS MADE TO THE FRANCISCAN FRIARS AS THE UNIVERSITY DOES MAKE AN AGGREGATE MONTHLY PAYMENT TO THE FRANCISCAN FRIARS TOR FOR THE SERVICES PERFORMED BY ALL FRIARS. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE UNIVERSITY MAINTAINS A MARKET BASED COMPENSATION SYSTEM WITH ASSIGNED PAY RANGES FOR EACH POSITION REFLECTING THE MARKET WAGE AMONG A GROUP OF IDENTIFIED PEERS AND RELATIVE LEVEL OF RESPONSIBILITY WITHIN THE ORGANIZATION. KEY EMPLOYEES' COMPENSATION IS DETERMINED WITHIN THE BUDGETING PROCESS. ALL SALARY INCREASES ARE RECOMMENDED BY THE IMMEDIATE SUPERVISOR, AND REVIEWED FOR APPROVAL BY THE EXECUTIVE DIRECTOR OF HUMAN RESOURCES, THE VICE PRESIDENT OF FINANCE, AND THE CHIEF OF STAFF/SENIOR VP OR THE PRESIDENT, DEPENDING ON THE EMPLOYEE'S LEVEL IN THE ORGANIZATION. THE BUDGETS ARE ALL REVIEWED FOR APPROVAL BY THE BOARD OF TRUSTEES. IN ADDITION, THE UNIVERSITY'S COMPENSATION COMMITTEE (COMPRISED OF A CROSS SECTION OF FACULTY, STAFF AND ADMINISTRATION) IS CHARGED WITH REVIEWING OVERALL COMPENSATION STRATEGIES AND PLANS, AS WELL AS PERIODICALLY UPDATING THE PEER GROUP. |
| Form 990, Part VI, Line 19 Required documents available to the public | FRANCISCAN UNIVERSITY OF STEUBENVILLE MAKES ITS GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST SUBMITTED TO VP OF FINANCE. |
| Form 990, Part VII, Section A, Line 1a, Column (A) EMERITUS TRUSTEES | THE FOLLOWING INDIVIDUAL SERVES AS AN EMERITUS TRUSTEE OF THE FRANCISCAN UNIVERSITY OF STEUBENVILLE WITH NO VOTING RIGHTS: DR. JOHN IRVIN PAUL CARAPELLOTTI JOAN SMITH BARBARA SANDERS THOMAS MONAGHAN PAUL POHL DIANE BROWN JAMIE MCALEER WALTER E. JOHNSON |
| Form 990, Part XII, Line 2c OVERSIGHT OF FINANCIAL STATEMENT AUDIT | AUDIT COMMITTEE RECOMMENDS THE ENGAGEMENT OF THE INDEPENDENT AUDIT FIRM FOR APPROVAL BY THE FULL BOARD; REVIEWS THE FINANCIAL STATEMENTS AND AUDIT RESULTS, INCLUDING MANAGEMENT LETTER AND ISSUES RAISED IN ACCORDANCE WITH THE SAS NO.114; RECOMMENDS THE APPROVAL OF THE ANNUAL AUDIT TO THE FULL BOARD; AND FOLLOWS UP ON DEFICIENCIES RAISED DURING THE AUDIT AND OVERSEES CORRECTIVE ACTIONS. THE AUDIT COMMITTEE MAY ALSO REVIEW COMPLIANCE WITH ALL FINANICAL REPORTING AND REGULATORY REQUIREMENTS; MONITOR THE ADEQUACY AND INTEGRITY OF ACCOUNTING, INTERNAL CONTROLS, AND RISK MANAGEMENT, INCLUDING FRAUD RISK ASSESSMENT. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| GOOD VENTURE ENTERPRISES LLC | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 261329783 | PROVIDE DORMITORY & SOCIAL SPACE FOR STUDENTS & GUESTS | OH | -$453,237 | $8,037,153 | FRANCISCAN UNIVERSITY OF STEUBENVILLE |
| GOOD VENTURE HIH LLC | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 261329844 | SHELL CONTAINING HOTEL FRANCHISE FLAG | OH | $0 | $1 | FRANCISCAN UNIVERSITY OF STEUBENVILLE |
| GOOD VENTURE BELLEVIEW | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 340714818 | FUTURE DEVELOPMENT FOR CAMPUS EXPANSION | OH | $0 | $2,007,865 | FRANCISCAN UNIVERSITY OF STEUBENVILLE |
| GOOD VENTURE PROPERTIES | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 811928943 | PROVIDE HOTEL SERVICES AND DEVELOPMENT FOR CAMPUS EXPANSION | OH | -$388,801 | $6,852,407 | FRANCISCAN UNIVERSITY OF STEUBENVILLE |
| LEGACY GIFT RENTALS LLC | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 934960627 | Acquire off campus real estate to support University housing needs | OH | $0 | $0 | FRANCISCAN UNIVERSITY OF STEUBENVILLE |
| FUTURO PROPERTIES LLC | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 934939488 | Acquire off campus real estate to support University housing needs | OH | $0 | $0 | FRANCISCAN UNIVERSITY OF STEUBENVILLE |
| BEHOLD PROPERTIES LLC | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 934912442 | Acquire off campus real estate to support University housing needs | OH | $0 | $0 | FRANCISCAN UNIVERSITY OF STEUBENVILLE |
| BIA HOMES LLC | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 934919402 | Acquire off campus real estate to support University housing needs | OH | $0 | $0 | FRANCISCAN UNIVERSITY OF STEUBENVILLE |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILDUNGSVEREIN KARTAUSE GAMING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | EDUCATE, PUBLISH ACADEMIC WORKS, HOLD LECTURES, IMPLEMENT CULTURAL EVENTS | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | AU | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARTAUSENBETRIEBSMGH & CO NFG KG | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3292 GAMING | AddressLine1Txt |
| Address Line2 | KARTAUSE 1 | AddressLine2Txt |
| Province Or State | EUROPE | ProvinceOrStateNm |
| Country | AU | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOTEL, RESTAURANT-TOURISM | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | AU | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Ownership | 0 | OwnershipPct |
| 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 | Yes (true) | 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 | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KARTAUSENBETRIEBSGMBH & CO NFG - PAYMENTS FOR FACILITY USE | ||
| K | $1,252,041 | FMV |
| KARTAUSENBETRIEBSGMBH & CO NFG - PAYMENT FOR FOOD SERVICES | ||
| M | $893,226 | FMV |
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