2024-04-15T20:13:40-05:00 2023-05-31 620428728 REYNOLDS BONE & GRIESBECK PLC 5100 WHEELIS DRIVE SUITE 300 MEMPHIS TN 381174568 990 2022-06-01 620476666 CHRISTIAN BROTHERS UNIVERSITY CHRI 9013213380 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 RONALD L BRANDON VP - ADMINISTRATION & FINANCE 9013213380 2024-04-15 1 RONALD BRANDON 999009999 1 KELLY S CROW P01519168 9016822431 2024-04-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RONALD L BRANDON 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 108155873 0 X WWW.CBU.EDU X 1871 TN SEE SCHEDULE O 24 24 814 24 -13166 0 15028885 10414424 51772348 48844971 486784 -639638 5777247 6780065 73065264 65399822 27489618 24456094 0 0 29100300 27525871 0 0 878739 18520936 20230228 75110854 72212193 -2045590 -6812371 107139654 92597874 17413536 9022563 89726118 83575311 X SEE SCHEDULE O 0 0 57321297 24456094 50324638 PRIVATE CATHOLIC UNIVERSITY OFFERING UNDERGRADUATE AND GRADUATE DEGREES IN THE TRADITION OF THE CHRISTIAN BROTHERS. THE PRINCIPAL ACTIVITY OF CBU IS TO PROVIDE ADVANCED STUDY TO STUDENTS IN AN INTER-FAITH EDUCATIONAL COMMUNITY. 57321297 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 118 0 1 814 1 0 0 0 0 1 1 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X RON BRANDON 9013213380 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 LOUIS F BO ALLEN JR CHAIRMAN 2.00 X 0 0 0 EMILY SAWYER GREER VICE CHAIRMAN 2.00 X 0 0 0 MICHAEL E KEENEY TREASURER 2.00 X 0 0 0 CATHY ROSS SECRETARY 2.00 X 0 0 0 JOHN WIGLEY NAB PRESIDENT 2.00 X 0 0 0 ROBERT H BUCKMAN TRUSTEE 2.00 X 0 0 0 BR FRANCIS CARR FSC TRUSTEE 2.00 X 0 0 0 JUDGE J ROBERT CARTER TRUSTEE 2.00 X 0 0 0 DR JASON CHANDLER TRUSTEE 2.00 X 0 0 0 TYREE DANIELS TRUSTEE 2.00 X 0 0 0 BR CHRIS ENGLERT FSC TRUSTEE 2.00 X 0 0 0 RICHARD L ERICKSON JR TRUSTEE 2.00 X 0 0 0 BR MICHAEL FEHRENBACH TRUSTEE 2.00 X 0 0 0 JOHN R LAMMERS TRUSTEE 2.00 X 0 0 0 MARIA T LENSING TRUSTEE 2.00 X 0 0 0 JAMES MACLIN JR TRUSTEE 2.00 X 0 0 0 BISHOP ROBERT MARSHALL JR TRUSTEE 2.00 X 0 0 0 BERT NAPPIER TRUSTEE 2.00 X 0 0 0 PAUL POSSEY JR TRUSTEE 2.00 X 0 0 0 BEVERLY ROBERTSON TRUSTEE 2.00 X 0 0 0 CHRISTOPHER SINGER TRUSTEE 2.00 X 0 0 0 DR ALTHA STEWART TRUSTEE 2.00 X 0 0 0 GREG WANTA TRUSTEE 2.00 X 0 0 0 DAVID L ARCHER PRESIDENT OF THE UNIVERSIT 40.00 X X 244948 0 26063 RONALD L BRANDON VP - ADMINISTRATION & FINA 40.00 X 219561 0 30946 JOHN T SHANNON JR PAST PRESIDENT OF THE UNIV 40.00 X 437316 0 3367 L YU LIN PROFESSOR CIVIL-ENV ENGR 40.00 X 253542 0 33208 FARIS MALHAS DEAN OF THE SCHOOL OF ENGINEERING 40.00 X 182244 0 28905 MARK BILLINGSLEY VP ADVANCEMENT 40.00 X 171894 0 28236 BETH GERL VP OF STUDENT DEVELOPMENT 40.00 X 160155 0 17752 LYDIA ROSENCRANTS DEAN OF THE SCHOOL OF BUSINESS 40.00 X 152840 0 22357 1822500 0 190834 36 1 1 0 ARAMARK CORPORATION - FOOD SERVICES 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 CAFETERIA SERVICES 2288620 ARAMARK CORPORATION - FACILITY SERVICES 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 GROUNDS/LANDSCAPING SERVICES 1135720 CARNEGIE DARTLETT LLC 210 LITTLETON ROAD SUITE 100 WESTFORD MA 01886 MARKETING 558686 KNIGHT COACH OF STARKVILLE LLC 547 MAYHEW ROAD STARKVILLE MS 39759 CHARTER BUS SERVICES 350043 PRESIDIO NETWORKED SOLUTIONS INC 1 PENNSYLVANIA PLAZA SUITE 2501 NEW YORK NY 10119 IT SOFTWARE 330149 27 1741795 8672629 49960 10414424 TUITION & FEES 611310 48844971 48844971 48844971 942270 -13166 955436 5014503 0 5014503 5014503 5014503 40949680 207900 42714688 24800 -1765008 183100 -1581908 -1581908 124350 16563 107787 107787 OTHER INCOME 611310 1479667 1479667 ATHLETIC DEPARTMENT REVENUE 611310 149322 149322 DORM SUPPORT SERVICES 611310 28786 28786 1657775 65399822 50324638 -13166 4673926 X 24456094 24456094 528453 94257 296156 138040 21235391 17041005 3824619 369767 1073610 818334 215289 39987 3127786 2275019 758851 93916 1560631 1189555 312950 58126 199354 63228 136126 101712 32259 69453 5793190 2584416 3109049 99725 217379 55218 158911 3250 863330 421327 425584 16419 1243763 298306 940999 4458 1793433 1201769 584440 7224 1224271 992706 229738 1827 74120 43885 30037 198 563309 563309 3012940 2644246 368694 483265 384679 95686 2900 OTHER EXPENSES 1419216 196163 1181529 41524 RECRUITING 1160419 1067885 92534 BOOKS & PERIODICALS 1036343 111456 924418 469 CAMPUS & STUDENT ACTIVI 385010 306369 78122 519 659174 479812 178972 390 72212193 57321297 14012157 878739 1695991 4857755 17524662 3629201 844162 3919676 732708 962206 821817 305737 786373 491557 102139937 61353341 41458800 40786596 39555383 32010536 803900 803900 2915858 4830710 107139654 92597874 2262677 2736200 3244113 3238754 9384077 0 1707789 884424 814880 2163185 17413536 9022563 X 42685032 36377125 47041086 47198186 89726118 83575311 107139654 92597874 -6812371 661564 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1988400 X X 0 46210324 266083 -670696 1280334 3511910 41013467 49827219 393645 -2051250 1232479 726811 46210324 40352411 243248 10645762 982723 431479 49827219 41245705 423265 300815 1163030 454344 40352411 41934871 779578 -285368 1183376 41245705 0.31000 0.69000 0 0 1120371 1120371 55589754 27182306 28407448 16809229 8074973 8734256 25497387 24142534 1354853 3123196 1953528 1169668 40786596 FINE ARTS 1988400 CHARITABLE GIFT ANNUITY 904987 OPERATING ROU ASSET 1046366 FINANCE ROU ASSET 890957 4830710 STUDENT DEPOSITS 59850 AMOUNTS HELD IN TRUST FOR OTHERS 125639 REFUNDABLE GOVERNMENT LOAN FUNDS 137903 OPERATING LEASE LIABILITY 957950 FINANCE LEASE LIABILITY 881843 2163185 X 41621855 661564 16563 678127 40943728 24456094 24456094 65399822 47772662 16563 16563 47756099 24456094 24456094 72212193 PART III, LINE 4: THE BEVERLY & SAM ROSS GALLERY AT CHRISTIAN BROTHERS UNIVERSITY AIMS TO CREATE AN ATMOSPHERE THAT ENCOURAGES ARTISTIC EXPERIMENTATION WITH A FOCUS ON CONTEMPORARY ARTISTIC PRACTICES AND THEORY. THE GALLERY CONTRIBUTES TO THE ACADEMIC RESEARCH AND TEACHING OF CHRISTIAN BROTHERS UNIVERSITY. THE GALLERY'S PROGRAMING FOCUSES ON STUDENT LEARNING THROUGH WORKSHOPS, LECTURES, AND SPECIAL PROJECTS WHILE AIMING TO CONNECT THE SCHOOL'S LEGACY OF SOCIAL JUSTICE AND SERVICE TO OUR COMMUNITY THROUGH THE ARTS. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 115 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY U.S. GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. PART X, LINE 2: THE UNIVERSITY IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ACCORDINGLY IS EXEMPT FROM FEDERAL INCOME TAXES. THE UNIVERSITY HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF MAY 31, 2023, AND THERE ARE NO INTERESTS AND PENALTIES RELATED TO INCOME TAX ASSESSMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH FUNDRAISING REVENUES 16,563. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID NETTED WITH TUITION REVENUE 24,456,094. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH FUNDRAISING REVENUES 16,563. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID NETTED WITH TUITION REVENUE 24,456,094. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY'S EQUAL OPPORTUNITY STATEMENT AND NONDISCRIMINATION POLICY ARE INCLUDED IN ALL OFFICIAL LITERATURE AND PROMOTIONAL MATERIAL INCLUDING THE STUDENT COURSE CATALOG, THE EMPLOYEE HANDBOOK, AND EMPLOYEE ADVERTISEMENTS. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY HAS BEEN ASSISTED BY LOANS IN THE CONSTRUCTION OF TWO STUDENT DORMITORIES, A STUDENT CENTER, A LIBRARY AND A SCIENCE BUILDING. TOTAL FINANCIAL ASSISTANCE RECEIVED FROM FEDERAL AGENCIES: FEDERAL PELL GRANT PROGRAM $2,236,288 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS PROGRAM $196,298 FEDERAL WORK-STUDY PROGRAM $116,450 FEDERAL DIRECT LOAN PROGRAM $9,777,957 COVID-19 HIGHER EDUCATION EMERGENCY RELIEF FUND - STUDENT RELIEF $755,500 FUND FOR THE IMPROVEMENT OF POSTSECONDARY EDUCATION $107,960 PHYSICIAN ASSISTANT TRAINING IN PRIMARY CARE $299,905 PASS-THROUGH FROM THE TENNESSEE ARTS COMMISSION $7,700 PASS-THROUGH FROM TENNESSEE SPACE GRANT-CONSORTIUM - VANDERBILT UNIVERSITY $24,460 EDUCATION AND HUMAN RESOURCES $899 TOTAL EXPENDITURES OF FEDERAL AWARDS: $13,523,417 BELL TOWER GALA 124350 124350 3957 12606 124350 124350 3957 12606 16563 107787 1 INSTITUTIONAL SCHOLARSHIPS 1259 22495978 INSTITUTIONAL GRANTS 931 1423575 TUITION DISCOUNTS 147 536541 PART I, LINE 2: ALL INSTITUTIONAL MONEY, GRANTS, ETC. FOLLOW THE FINANCIAL AID MATRIX THAT WAS DESIGNED AND APPROVED BY THE PRESIDENT'S CABINET, OR IF MONEY WAS DONATED FOR SPECIFIC PURPOSES, BY THE WISHES OF THE INDIVIDUAL DONOR. X 1 0 X 0 0 0 0 0 0 0 0 0 DAVID L ARCHER PRESIDENT OF THE UNIVERSIT 244948 0 0 0 0 0 16250 0 9813 0 271011 0 0 0 RONALD L BRANDON VP - ADMINISTRATION & FINA 219561 0 0 0 0 0 14391 0 16555 0 250507 0 0 0 JOHN T SHANNON JR PAST PRESIDENT OF THE UNIV 437316 0 0 0 0 0 3367 0 0 0 440683 0 0 0 L YU LIN PROFESSOR CIVIL-ENV ENGR 253542 0 0 0 0 0 16716 0 16492 0 286750 0 0 0 FARIS MALHAS DEAN OF THE SCHOOL OF ENGINEERING 182244 0 0 0 0 0 12350 0 16555 0 211149 0 0 0 MARK BILLINGSLEY VP ADVANCEMENT 171894 0 0 0 0 0 11681 0 16555 0 200130 0 0 0 BETH GERL VP OF STUDENT DEVELOPMENT 160155 0 0 0 0 0 10478 0 7274 0 177907 0 0 0 LYDIA ROSENCRANTS DEAN OF THE SCHOOL OF BUSINESS 152840 0 0 0 0 0 5802 0 16555 0 175197 0 0 0 A SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD 521283414 2010-08-06 7836558 CONSTRUCTION 0 0 0 B SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD 521283414 2010-08-30 4766624 DEBT RETIREMENT 0 0 0 C SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD 521283414 2010-12-29 3396818 DORMITORY ACQUISITION 0 0 0 A 7836558 7836558 55118 7781440 0 0 1 1 B 4766624 4766624 4766624 2011 1 0 1 1 C 3396818 3396818 3396818 2011 0 1 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 1 1 REGIONS BANK 16.000000000000 0 0 0 0 0 B 0 0 0 0 1 1 REGIONS BANK 16.000000000000 0 0 0 0 0 C 0 0 0 0 1 1 REGIONS BANK 16.000000000000 0 0 0 0 0 A 0 B 0 C 0 606215 TUITION REMISSION DISCOUNTED TUITION FOR EMPLOYEES AND THEIR FAMILIES X 4 49960 FMV 0 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: CHRISTIAN BROTHERS UNIVERSITY IS A PRIVATE, NOT-FOR-PROFIT, CATHOLIC INSTITUTION WHOSE PRINCIPAL ACTIVITY IS TO PROVIDE ADVANCED STUDY TO STUDENTS IN AN INTER-FAITH EDUCATIONAL COMMUNITY. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: CHRISTIAN BROTHERS UNIVERSITY IS A PRIVATE, CATHOLIC COMPREHENSIVE UNIVERSITY COMMITTED TO PREPARING STUDENTS OF ALL FAITHS AND BACKGROUNDS TO EXCEL IN THEIR PROFESSIONAL AND PUBLIC LIVES BY PROVIDING CHALLENGING EDUCATIONAL OPPORTUNITIES IN THE ARTS, BUSINESS, ENGINEERING, THE SCIENCES, AND TEACHER EDUCATION. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT AND FINANCE COMMITTEES REVIEW THE 990, AND AN ELECTRONIC COPY IS SENT TO THE FULL BOARD WHO WILL VOTE ON ACCEPTANCE AND SUBMISSION OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO JOINING THE BOARD, MEMBERS ARE MADE AWARE OF THE CONFLICT OF INTEREST POLICY. EACH YEAR, BOARD MEMBERS ARE ASKED TO COMPLETE A QUESTIONNAIRE DISCLOSING ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S SALARY IS DETERMINED BY THE BOARD OF TRUSTEES ALONG WITH ANNUAL CUPA SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE ENTITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 12,030. MANAGEMENT AND GENERAL EXPENSES 25,900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,930. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 2,572,386. MANAGEMENT AND GENERAL EXPENSES 3,083,149. FUNDRAISING EXPENSES 99,725. TOTAL EXPENSES 5,755,260. FORM 990, PART IX, LINE 24E LOSS ON PERKINS LOAN ASSIGNMENTS: PROGRAM SERVICE EXPENSES 335,187. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 335,187. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 144,625. MANAGEMENT AND GENERAL EXPENSES 178,972. FUNDRAISING EXPENSES 390. TOTAL EXPENSES 323,987. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED.