SAINT XAVIER UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAINT XAVIER UNIVERSITY (EIN 36-2177133)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-19
- IRS object ID
- 202400799349301500
- Schema version
- 2022v5.0
- 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 O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-19T14:16:09-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3051 HOLLIS DRIVE 3RD FLOOR | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362177133 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT XAVIER UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 7732983000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 W 103RD STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60655 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT WALLETT | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7732983000 | PhoneNum |
| Signature | 2024-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | WALLETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL M BOYLE CPA | PreparerPersonNm |
| PTIN | P01246734 | PTIN |
| Phone | 2177933363 | PhoneNum |
| Preparation | 2024-03-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT WALLETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 W 103RD STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60655 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $134,325,635 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SXU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1846 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | EDUCATE MEN AND WOMEN TO SEARCH FOR THE TRUTH, THINK CRITICALLY, AND COMMUNICATE EFFECTIVELY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1519 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $433,727 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,410,808 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,079,076 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $115,674,175 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $114,894,927 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,700,259 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,951,243 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,042,287 | PYOtherRevenueAmt |
| CY Other Revenue | $776,696 | CYOtherRevenueAmt |
| PY Total Revenue | $135,827,529 | PYTotalRevenueAmt |
| CY Total Revenue | $126,701,942 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $58,947,178 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $53,462,630 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,234,546 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,897,210 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $770,568 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,663,273 | PYOtherExpensesAmt |
| CY Other Expenses | $23,989,478 | CYOtherExpensesAmt |
| PY Total Expenses | $120,844,997 | PYTotalExpensesAmt |
| CY Total Expenses | $117,349,318 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,982,532 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,352,624 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $148,245,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $156,423,064 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,677,173 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,456,646 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $112,568,534 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $124,966,418 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SAINT XAVIER UNIVERSITY, A CATHOLIC INSTITUTION INSPIRED BY THE HERITAGE OF THE SISTERS OF MERCY, EDUCATES PERSONS TO SEARCH FOR TRUTH, THINK CRITICALLY, COMMUNICATE EFFECTIVELY AND SERVE WISELY AND COMPASSIONATELY IN SUPPORT OF HUMAN DIGNITY AND THE COMMON GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $101,192,240 | ExpenseAmt |
| Grant | $53,462,630 | GrantAmt |
| Revenue | $115,221,692 | RevenueAmt |
| Desc | FOUNDED IN CHICAGO BY THE SISTERS OF MERCY IN 1846, SAINT XAVIER UNIVERSITY IS A DISTINGUISHED, FOUR-YEAR, PRIVATE CATHOLIC INSTITUTION THAT EDUCATES FOR COMPETENCE, CHARACTER AND CAREER SUCCESS. CHICAGO'S FIRST CATHOLIC UNIVERSITY AND THE FIRST MERCY INSTITUTION OF HIGHER LEARNING IN THE WORLD, SAINT XAVIER IS STUDENT-CENTERED AND MISSION DRIVEN, INSPIRING ITS STUDENT COMMUNITY OF DOERS TO BE MORALLY COURAGEOUS LEADERS BY CONNECTING THEM TO ACTIVE AND ENGAGED LEARNING AND SERVICE OPPORTUNITIES. SAINT XAVIER IS A 2023-2024 COLLEGE OF DISTINCTION AND OFFERS A TRANSFORMATIVE EDUCATIONAL EXPERIENCE TO NEARLY 3,500 STUDENTS BY PROVIDING A WELL-ROUNDED CURRICULUM ACCREDITED BY THE HIGHER LEARNING COMMISSION/NORTH CENTRAL ASSOCIATION OF COLLEGES AND SCHOOLS. FOR THE 2023-2024 ACADEMIC YEAR, SXU WAS RECOGNIZED BY COLLEGES OF DISTINCTION IN THE AREAS OF NURSING, BUSINESS, EDUCATION, CAREER DEVELOPMENT, EQUITY AND INCLUSION, AND MILITARY SUPPORT. SXU WAS ALSO NAMED A MILITARY FRIENDLY SCHOOL BY MILITARY FRIENDLY IN 2023. HAVING RECENTLY CELEBRATED 175 YEARS OF EDUCATIONAL EXCELLENCE IN 2021, SAINT XAVIER OFFERS A VARIETY OF UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS AS WELL AS DEGREE COMPLETION PROGRAMS TAUGHT BY 125 FULL-TIME FACULTY AND 294 ADJUNCT FACULTY MEMBERS WITHIN ITS TWO COLLEGES: THE COLLEGE OF LIBERAL ARTS AND EDUCATION AND THE COLLEGE OF NURSING, HEALTH SCIENCES AND BUSINESS. SAINT XAVIER'S SCHOOL OF NURSING CURRENTLY HOLDS THE NO. 5 RANKING FOR "BEST ONLINE GRADUATE NURSING PROGRAM" (U.S. NEWS & WORLD REPORT, 2023), AND ITS GRAHAM SCHOOL OF MANAGEMENT, WHICH IS AACSB-ACCREDITED, OFFERS A TOP-RANKED UNDERGRADUATE BUSINESS PROGRAM FOR STUDENTS (U.S. NEWS & WORLD REPORT, 2023). NAMED A TOP 10 "BEST VALUE SCHOOL" AMONG REGIONAL UNIVERSITIES IN THE MIDWEST AND AMONG THE "BEST COLLEGES FOR VETERANS" (U.S. NEWS & WORLD REPORT, 2023), SAINT XAVIER IS ALSO RECOGNIZED BY U.S. NEWS & WORLD REPORT FOR RACIAL AND ETHNIC DIVERSITY. IN 2023, SAINT XAVIER WELCOMED ITS LARGEST FRESHMAN CLASS IN THE HISTORY OF THE INSTITUTION. IN 2019, SAINT XAVIER WAS AWARDED A $3 MILLION GRANT FROM THE U.S. DEPARTMENT OF EDUCATION UNDER ITS DEVELOPING HISPANIC-SERVING INSTITUTIONS (DHSI) TITLE V PROGRAM (P031S190311). IN 2021, SXU WAS AWARDED TWO ADDITIONAL GRANTS FROM THE U.S. DEPARTMENT OF EDUCATION. BOTH FIVE-YEAR GRANTS, ENLACE AND CONEXIONES ARE PART OF AN INTENTIONAL STRATEGY TO BUILD ADDITIONAL SUPPORTS AND STRENGTHEN EXISTING RESOURCES FOR SXU STUDENTS. SXU ALSO RANKS NO. 2 IN ILLINOIS AND FALLS WITHIN THE TOP 10 IN THE GREATER MIDWEST AMONG NOT-FOR-PROFIT INSTITUTIONS FOR ECONOMIC DIVERSITY, WITH 59% OF UNDERGRADUATE STUDENTS RECEIVING FEDERAL PELL GRANTS FOR LOW-INCOME STUDENTS. ACCORDING TO COLLEGE NAVIGATOR, SAINT XAVIER IS THE MOST AFFORDABLE CATHOLIC UNIVERSITY IN ILLINOIS. SXU ALSO PROVIDES AN EXCELLENT EDUCATION FOR ALL STUDENTS, REGARDLESS OF SOCIOECONOMIC STATUS, RANKING AS A TOP PERFORMER IN THE GREATER MIDWEST FOR SOCIAL MOBILITY (U.S. NEWS & WORLD REPORT, 2023). | Desc |
| Total Program Service Expenses | $101,192,240 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4914 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1519 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILL WISCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7732983026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 W 103RD STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60655 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DR LAURIE JOYNER | ||||||||
| PRESIDENT/SECRETARY (END 7/7/23) | 40.00 | Yes (X) | Yes (X) | $366,893 | $0 | $90,244 | ||
| TASHA HENDERSON | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHUCK NEWMAN | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AVIS CLENDENEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTINA CUMMINGS CPA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NATASHA GRANHOLM CPA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM HUTCHINSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SR SHEILA E MEGLEY RSM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR LUIS NUNEZ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NICK URSO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL KLOTZBACH END 82523 | ||||||||
| VP FINANCE &ADMIN/CFO/CORP TREASURER | 40.00 | Yes (X) | $237,496 | $0 | $28,072 | |||
| GWENDOLYN GEORGE | ||||||||
| DEAN | 40.00 | $178,188 | $0 | $20,038 | Yes (X) | |||
| BRIAN HOTZFIELD | ||||||||
| ASSOC VP-SEM & STUDENT SUCCESS | 40.00 | $148,680 | $0 | $15,247 | Yes (X) | |||
| MARY GAIK | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $141,422 | $0 | $14,676 | Yes (X) | |||
| STEPHANIE MEAD | ||||||||
| ASSISTANT PROFESSOR | 40.00 | $127,361 | $0 | $25,101 | Yes (X) | |||
| ARMONDO HERNANDEZ | ||||||||
| ENGINEER | 40.00 | $133,054 | $0 | $17,734 | Yes (X) | |||
| ANGELA DURANTE | ||||||||
| UNIVERSITY PROFESSOR | 40.00 | $127,416 | $0 | $17,757 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,460,510 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $228,869 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COUNTRY HOUSE RESTAURANT ALSIP INC | |||||
| 5400 W 127TH ST | ALSIP | IL | 60803 | DINING SERVICES | $2,561,038 |
| CONFERENCE TECHNOLOGIES INC | |||||
| 11653 ADIE ROAD | MARYLAND | MO | 63043 | CAPITAL PROJECTS | $1,684,275 |
| EAB GLOBAL | |||||
| 2445 M STREET NW | WASHINGTON | DC | 20037 | DATA MINING | $1,006,639 |
| ELLUCIAN LP | |||||
| 4375 FAIR LAKES COURT | FAIRFAX | VA | 22033 | IT ERP PROVIDER | $554,594 |
| VEDDER PRICE PC | |||||
| 222 N LASALLE ST | CHICOGO | IL | 60601 | LEGAL | $484,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 32 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $126,399 | FundraisingAmt |
| Government Grants | $7,202,905 | GovernmentGrantsAmt |
| All Other Contributions | $1,749,772 | AllOtherContributionsAmt |
| Noncash Contributions | $11,680 | NoncashContributionsAmt |
| Total Contributions | $9,079,076 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611310 | $108,491,316 | $108,491,316 |
| ROOM AND BOARD | 611310 | $5,314,317 | $5,314,317 |
| OTHER PROGRAM | 611310 | $1,089,294 | $1,089,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $114,894,927 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,815,015 | TotalRevenueColumnAmt |
| Exclusion | $1,815,015 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,190 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,190 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,190 | TotalRevenueColumnAmt |
| Exclusion | $33,190 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,704,592 | SecuritiesAmt |
| Other | $590 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,533,612 | SecuritiesAmt |
| Other | $35,342 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $170,980 | SecuritiesAmt |
| Other | -$34,752 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,228 | TotalRevenueColumnAmt |
| Exclusion | $136,228 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $37,753 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $126,399 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $54,739 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,986 | TotalRevenueColumnAmt |
| Exclusion | -$16,986 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| HEALTH CENTER REVENUE | 621400 | $534,596 | $254,110 | $280,486 |
| CONFERENCE REVENUE | 611710 | $151,282 | $151,282 | |
| ATHLETIC CENTER REVENUE | 713940 | $33,195 | $31,236 | $1,959 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,419 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,419 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $760,492 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,701,942 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $115,221,692 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $433,727 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,967,447 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,462,630 | TotalAmt |
| Program Services | $53,462,630 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $912,594 | TotalAmt |
| Program Services | $205,177 | ProgramServicesAmt |
| Management And General | $707,417 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,860,607 | TotalAmt |
| Program Services | $24,657,245 | ProgramServicesAmt |
| Management And General | $5,845,456 | ManagementAndGeneralAmt |
| Fundraising | $357,906 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,278 | TotalAmt |
| Program Services | $460,118 | ProgramServicesAmt |
| Management And General | $82,052 | ManagementAndGeneralAmt |
| Fundraising | $8,108 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,337,203 | TotalAmt |
| Program Services | $4,377,948 | ProgramServicesAmt |
| Management And General | $882,833 | ManagementAndGeneralAmt |
| Fundraising | $76,422 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,236,528 | TotalAmt |
| Program Services | $1,820,557 | ProgramServicesAmt |
| Management And General | $384,268 | ManagementAndGeneralAmt |
| Fundraising | $31,703 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $907,709 | TotalAmt |
| Management And General | $907,709 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,067 | TotalAmt |
| Management And General | $75,067 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,763 | TotalAmt |
| Management And General | $32,763 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,515,166 | TotalAmt |
| Program Services | $21,272 | ProgramServicesAmt |
| Management And General | $1,457,274 | ManagementAndGeneralAmt |
| Fundraising | $36,620 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,809,421 | TotalAmt |
| Program Services | $1,106,266 | ProgramServicesAmt |
| Management And General | $685,128 | ManagementAndGeneralAmt |
| Fundraising | $18,027 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,801,046 | TotalAmt |
| Program Services | $499,882 | ProgramServicesAmt |
| Management And General | $1,301,164 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874,223 | TotalAmt |
| Program Services | $786,627 | ProgramServicesAmt |
| Management And General | $87,596 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $896,250 | TotalAmt |
| Program Services | $804,787 | ProgramServicesAmt |
| Management And General | $89,766 | ManagementAndGeneralAmt |
| Fundraising | $1,697 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,240 | TotalAmt |
| Program Services | $748,240 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,774,365 | TotalAmt |
| Program Services | $3,742,432 | ProgramServicesAmt |
| Management And General | $978,024 | ManagementAndGeneralAmt |
| Fundraising | $53,909 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775,217 | TotalAmt |
| Program Services | $16,377 | ProgramServicesAmt |
| Management And General | $758,840 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTED SERVICES | $6,292,994 | $5,549,324 | $584,430 | $159,240 |
| EQUIPMENT & MAINTENANCE | $723,785 | $572,507 | $143,631 | $7,647 |
| MEMBERSHIP DUES | $305,552 | $161,281 | $142,393 | $1,878 |
| UNIFORMS | $293,866 | $284,915 | $8,836 | $115 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,163,814 | TotalAmt |
| Program Services | $1,914,655 | ProgramServicesAmt |
| Management And General | $231,863 | ManagementAndGeneralAmt |
| Fundraising | $17,296 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,349,318 | TotalAmt |
| Program Services | $101,192,240 | ProgramServicesAmt |
| Management And General | $15,386,510 | ManagementAndGeneralAmt |
| Fundraising | $770,568 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,775,728 | BOYAmt |
| EOY | $26,202,638 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,652,248 | BOYAmt |
| EOY | $11,593,391 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,763,367 | BOYAmt |
| EOY | $1,572,758 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,920,837 | BOYAmt |
| EOY | $1,430,144 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,697 | BOYAmt |
| EOY | $470,037 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $948,707 | BOYAmt |
| EOY | $680,076 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $170,215,501 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $99,092,722 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,989,811 | BOYAmt |
| EOY | $71,122,779 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,785,650 | BOYAmt |
| EOY | $36,944,170 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,332 | BOYAmt |
| EOY | $93,926 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,993,330 | BOYAmt |
| EOY | $6,313,145 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,245,707 | BOYAmt |
| EOY | $156,423,064 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000,557 | BOYAmt |
| EOY | $4,490,149 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $926,065 | BOYAmt |
| EOY | $880,913 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,504,351 | BOYAmt |
| EOY | $18,545,429 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,246,200 | BOYAmt |
| EOY | $7,540,155 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,677,173 | BOYAmt |
| EOY | $31,456,646 | 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 | $92,170,953 | BOYAmt |
| EOY | $102,451,276 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,397,581 | BOYAmt |
| EOY | $22,515,142 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,568,534 | BOYAmt |
| EOY | $124,966,418 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,245,707 | BOYAmt |
| EOY | $156,423,064 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,352,624 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,554,234 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $491,026 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,891,457 | BeginningYearBalanceAmt |
| Contributions | $8,703,865 | ContributionsAmt |
| Investment Earnings Or Losses | $3,808,991 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,384,117 | GrantsOrScholarshipsAmt |
| End Year Balance | $49,020,196 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,444,797 | BeginningYearBalanceAmt |
| Contributions | $8,592,257 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,555,127 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $590,470 | GrantsOrScholarshipsAmt |
| End Year Balance | $37,891,457 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,314,240 | BeginningYearBalanceAmt |
| Contributions | $5,307,329 | ContributionsAmt |
| Investment Earnings Or Losses | $7,156,494 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $333,266 | GrantsOrScholarshipsAmt |
| End Year Balance | $36,444,797 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,586,995 | BeginningYearBalanceAmt |
| Contributions | $5,611,577 | ContributionsAmt |
| Investment Earnings Or Losses | $422,642 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $306,974 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,314,240 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,187,136 | BeginningYearBalanceAmt |
| Contributions | $2,768,779 | ContributionsAmt |
| Investment Earnings Or Losses | $853,355 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $222,275 | GrantsOrScholarshipsAmt |
| End Year Balance | $18,586,995 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.59554 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21153 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19292 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,552,112 | OtherCostOrOtherBasisAmt |
| Book Value | $7,552,112 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $123,532,645 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,096,983 | DepreciationAmt |
| Book Value | $55,435,662 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,853,121 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,995,739 | DepreciationAmt |
| Book Value | $6,857,382 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,277,623 | OtherCostOrOtherBasisAmt |
| Book Value | $1,277,623 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $71,122,779 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CONDITIONAL ASSET RETIREMENT OBLIGATION | $6,294,728 |
| STUDENT DEPOSITS | $121,150 |
| REFUNDABLE GOVERNMENT LOANS | $1,007,986 |
| OPERATING LEASE LIABILITIES | $116,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,540,155 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $76,507,329 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,554,234 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $545,766 | OtherRevenueAmt |
| Revenue Not Reported | $3,100,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $73,407,329 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $32,763 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $53,261,850 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $53,294,613 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $126,701,942 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $64,109,445 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $54,740 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $54,740 | ExpensesNotReportedAmt |
| Expenses Subtotal | $64,054,705 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $32,763 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $53,261,850 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $53,294,613 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $117,349,318 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE MAJORITY IS DIRECTED TO SCHOLARSHIPS WHILE OTHER AMOUNTS SUPPORT MERCY MISSION AND MINISTRY, SERVICE TRIPS AND OPERATIONAL NEEDS OF THE UNIVERSITY. |
| PART X, LINE 2: | THE UNIVERSITY IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR PROVISIONS OF THE STATE TAX CODE. THE UNIVERSITY IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INTEREST RATE SWAP 491,026. FUNDRAISING EXPENSES 54,740. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP EXPENSE 53,261,850. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 54,740. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP EXPENSES 53,261,850. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | SXU PUBLISHES THEIR RACIALLY NONDISCRIMINATORY POLICY ON THEIR WEBSITE AT WWW.SXU.EDU (STATEMENT OF DIVERSITY AND INCLUSION). SAINT XAVIER UNIVERSITY ALSO INCLUDES A NONDISCRIMINATORY POLICY ON PRINTED ADMISSION PIECES AND PROGRAM SHEETS. |
| SCHEDULE E, PART I, LINE 6 | RECEIVED GRANTS FROM U.S. DEPARTMENT OF EDUCATION, U.S. DEPT. OF HEALTH & HUMAN SERVICES, AND NATIONAL SCIENCE FOUNDATION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $93,926 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $93,926 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $93,926 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $137,137 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $117,889 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,248 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $10,506 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,828 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,083 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $350 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $9,022 | OtherDirectExpensesEvent1Amt |
| Event2 | FOOTBALL GOLF CLASSIC 2023 | Event2Nm |
| Gross Receipts Event2 | $18,815 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $7,310 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,505 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,216 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $4,345 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $129 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $8,200 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,200 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $7,000 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $150 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $5,110 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $164,152 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $126,399 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $37,753 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $10,656 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,044 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $21,538 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $350 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,151 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $54,739 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$16,986 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ENDOWED AND NAMED SCHOLARSHIPS | 140 | $577,533 |
| HEERF FUNDS TO STUDENTS | 339 | $200,780 |
| INSTITUTIONAL AWARDS | 3100 | $52,684,317 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY'S OFFICE OF FINANCIAL AID ADMINISTERS A WIDE VARIETY OF FEDERAL, STATE, INSTITUTIONAL AND PRIVATE FINANCIAL ASSISTANCE PROGRAMS. ITS MAJOR OBJECTIVE IS THE EQUITABLE DISTRIBUTION OF FINANCIAL AID TO ALL STUDENTS WITH AN ULTIMATE GOAL OF HELPING THEM FINANCE THEIR EDUCATION. RECIPIENTS ARE DETERMINED BY ACADEMIC MERIT AS WELL AS FEDERAL, STATE AND INSTITUTIONAL GUIDELINES AND RECIPIENTS MUST MAINTAIN CERTAIN ELIGIBILITY REQUIREMENTS TO RECEIVE FINANCIAL AID AND SCHOLARSHIPS. SAINT XAVIER UNIVERSITY WAS AWARDED FUNDS FROM THE HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF). THE FUNDS WERE USED TO PROVIDE DIRECT PAYMENTS TO STUDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 LAURIE JOYNER | ||||||||||||||
| PRESIDENT/SECRETARY (END 7/7/23) | $366,893 | $0 | $0 | $0 | $0 | $0 | $68,688 | $0 | $21,556 | $0 | $457,137 | $0 | $0 | $0 |
| DANIEL KLOTZBACH END 82523 | ||||||||||||||
| VP FINANCE &ADMIN/CFO/CORP TREASURER | $237,496 | $0 | $0 | $0 | $0 | $0 | $7,118 | $0 | $20,954 | $0 | $265,568 | $0 | $0 | $0 |
| GWENDOLYN GEORGE | ||||||||||||||
| DEAN | $178,188 | $0 | $0 | $0 | $0 | $0 | $5,216 | $0 | $14,822 | $0 | $198,226 | $0 | $0 | $0 |
| BRIAN HOTZFIELD | ||||||||||||||
| ASSOC VP-SEM & STUDENT SUCCESS | $148,680 | $0 | $0 | $0 | $0 | $0 | $4,407 | $0 | $10,840 | $0 | $163,927 | $0 | $0 | $0 |
| MARY GAIK | ||||||||||||||
| CHIEF INFORMATION OFFICER | $141,422 | $0 | $0 | $0 | $0 | $0 | $3,782 | $0 | $10,894 | $0 | $156,098 | $0 | $0 | $0 |
| STEPHANIE MEAD | ||||||||||||||
| ASSISTANT PROFESSOR | $127,361 | $0 | $0 | $0 | $0 | $0 | $5,244 | $0 | $19,857 | $0 | $152,462 | $0 | $0 | $0 |
| ARMONDO HERNANDEZ | ||||||||||||||
| ENGINEER | $133,054 | $0 | $0 | $0 | $0 | $0 | $2,928 | $0 | $14,806 | $0 | $150,788 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ILLINOIS FINANCE AUTHORITY SERIES 2008 BONDS | ||||||||
| A | 861091967 | 45200FLH0 | 2008-06-25 | $25,000,000 | RESIDENCE HALL CONSTRUCTION | 0 | 0 | 0 |
| ILLINOIS FINANCE AUTHORITY SERIES 2006 BONDS | ||||||||
| B | 861091967 | 45200BYZ5 | 2006-06-08 | $10,000,000 | RESIDENCE HALL CONSTRUCTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Credit EnhancementCreditEnhancementAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $24,765,000 | $25,158,841 | $103,000 | $24,200,166 | 2009 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $3,375,000 | $10,109,729 | $200,000 | $9,488,389 | 2007 | 0 | 0 | Yes (1) | Yes (1) | $205,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | Yes (1) | 0.08510 | Yes (1) | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | Yes (1) | 0.04400 | Yes (1) | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, COPIES OF THE COMPLETED DRAFT FORM 990 (INCLUDING REQUIRED SCHEDULES) WERE DISTRIBUTED TO THE AUDIT COMMITTEE IN EITHER ELECTRONIC OR PAPER FORM FOR REVIEW AND APPROVAL. ANY QUESTIONS OR CONCERNS WERE NOTED AND ADDRESSED, AND MANAGEMENT STAFF ENSURED THAT CHANGES WERE INCORPORATED INTO THE FORM 990 AS APPROPRIATE. COPIES OF THE DRAFT FORM 990 WERE ALSO DISTRIBUTED TO THE BOARD OF TRUSTEES IN ELECTRONIC FORM FOR REVIEW AND APPROVAL. THE FORM 990 WILL BE FILED ONCE A MOTION TO APPROVE HAS BEEN PASSED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THESE INDIVIDUALS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST THEY MAY HAVE WITH THE ORGANIZATION. CONFLICT OF INTEREST QUESTIONNAIRES ARE COMPLETED ON AN ANNUAL BASIS BY ALL INTERESTED PERSONS. COMPLETED CONFLICT OF INTEREST QUESTIONNAIRES WILL BE REVIEWED BY THE ORGANIZATION'S COMPLIANCE OFFICER (OR CHAIRMAN). IF IT IS DETERMINED AN ACTUAL CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH A CONFLICT WILL BE EXCUSED FROM ANY DISCUSSION OR VOTE ON THE MATTER FOR WHICH THEY HAVE A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN 2016 (THE MOST RECENT PRESIDENTIAL SEARCH), THE UNIVERSITY'S BOARD OF TRUSTEES USED AN OUTSIDE CONSULTING FIRM (AGB) AS ADVISORS. THE PRESIDENT'S SALARY AND BENEFITS WERE SET IN CONSULTATION WITH AGB. AFTER THE SEARCH THE BOARD AUTHORIZED ITS CHAIRMAN TO NEGOTIATE THE CONTRACT WITH THE CHOSEN CANDIDATE. THE CONTRACT WAS REVIEWED BY KATHLEEN RINEHART AS UNIVERSITY COUNSEL AND BY THE CANDIDATE'S LAWYER. THE UNIVERSITY WAS ADVISED BY AGB THAT THE CONTRACT TERMS WERE AT MARKET. THE FINAL CONTRACT WAS APPROVED BY THE BOARD. FOLLOWING BOARD APPROVAL THE CHAIRMAN EXECUTED THE CONTRACT ON BEHALF OF THE UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 15B: THE PRESIDENT, IN CONSULTATION WITH THE OFFICE OF HUMAN RESOURCES, SETS COMPENSATION FOLLOWING A REVIEW OF (A) COMPARABLE COMPENSATION DATA FROM SIMILIARLY SITUATED COLLEGES AND UNIVERSITIES; (B) IN RELATION TO THE NATURE AND SCOPE OF THE DUTIES ASSIGNED. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. |
| FORM 990, PART XI, LINE 9: | INTEREST RATE SWAP 491,026. |
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