MARIAN UNIVERSITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MARIAN UNIVERSITY (EIN 35-0868175)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-14
IRS object ID
202411359349311046
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T15:48:37-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 N Illinois StreetAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350868175EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Marian UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MICHAEL BEDELInCareOfNm
Business Name ControlMARIBusinessNameControlTxt
Phone3179556009PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13200 COLD SPRING ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY GINDERPersonNm
Person TitleSR VP/CFOPersonTitleTxt
Phone3179556018PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGregoryPersonFirstNm
Person LastGinderPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICOLE B FISHBACKPreparerPersonNm
PTINP01279475PTIN
Phone3173834000PhoneNum
Preparation2024-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDANIEL J ELSENERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13200 COLD SPRING ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46222ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$214,574,113GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MARIAN.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1937FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO BE A GREAT CATHOLIC UNIVERSITY DEDICATED TO EXCELLENCE IN LEARNING, ACHIEVED BY TEACHING, RESEARCH, & SCHOLARLY ACTIVITIES IN FRANCISISCAN & LIBERAL ARTS TRADITION.ActivityOrMissionDesc
Voting Members Governing Body45VotingMembersGoverningBodyCnt
Voting Members Independent44VotingMembersIndependentCnt
Total Employee1792TotalEmployeeCnt
Total Volunteers600TotalVolunteersCnt
Total Gross UBI$101,169TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$28,180,757PYContributionsGrantsAmt
CY Contributions Grants$31,907,253CYContributionsGrantsAmt
PY Program Service Revenue$143,901,568PYProgramServiceRevenueAmt
CY Program Service Revenue$143,487,762CYProgramServiceRevenueAmt
PY Investment Income$7,733,700PYInvestmentIncomeAmt
CY Investment Income$956,213CYInvestmentIncomeAmt
PY Other Revenue$288,320PYOtherRevenueAmt
CY Other Revenue-$633,157CYOtherRevenueAmt
PY Total Revenue$180,104,345PYTotalRevenueAmt
CY Total Revenue$175,718,071CYTotalRevenueAmt
PY Grants And Similar Paid$40,587,613PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$39,094,194CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$59,351,220PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$65,252,263CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,897,117CYTotalFundraisingExpenseAmt
PY Other Expenses$64,795,220PYOtherExpensesAmt
CY Other Expenses$69,025,384CYOtherExpensesAmt
PY Total Expenses$164,734,053PYTotalExpensesAmt
CY Total Expenses$173,371,841CYTotalExpensesAmt
PY Revenues Less Expenses$15,370,292PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,346,230CYRevenuesLessExpensesAmt
Total Assets BOY$321,638,726TotalAssetsBOYAmt
Total Assets EOY$333,685,752TotalAssetsEOYAmt
Total Liabilities BOY$153,320,473TotalLiabilitiesBOYAmt
Total Liabilities EOY$152,347,492TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$168,318,253NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$181,338,260NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionVISION TO PROVIDE AN EDUCATION DISTINGUISHED IN ITS ABILITY TO PREPARE TRANSFORMATIVE LEADERS FOR SERVICE TO THE WORLD. MISSION TO BE A GREAT CATHOLIC UNIVERSITY DEDICATED TO ACHIEVING EXCELLENCE IN LEARNING, WHICH IS ACHIEVED THROUGH TEACHING, RESEARCH, AND SCHOLARLY ACTIVITIES IN THE FRANCISCAN AND LIBERAL ARTS TRADITION. VALUES TO REFLECT PRAYERFULLY ON THE GOSPELS TO DETERMINE THE WAYS WE CAN ADVANCE THE DIGNITY OF THE INDIVIDUAL, PEACE AND JUSTICE, RECONCILIATION, AND RESPONSIBLE STEWARDSHIP. THE MARIAN UNIVERSITY PROMISE MARIAN UNIVERSITY STUDENTS WILL BE EXCEPTIONALLY WELL PREPARED FOR A GOOD LIFE AND PROFESSIONAL PURSUITS THROUGH: AN EDUCATION ILLUMINED BY THE LIGHT OF FAITH AND GROUNDED IN VALUES AND ETHICS; CHALLENGING ACADEMIC PROGRAMS SUPPORTED BY A VIBRANT AND CARING COMMUNITY THAT GUIDES STUDENTS IN ACHIEVING EXCELLENCE; INNOVATIVE, ACTIVE, AND ENGAGED APPROACH TO LEARNING ON CAMPUS AND BEYOND; AND, LEADERSHIP EDUCATION THAT PREPARES A TRUSTWORTHY, HEALTHY, INQUISITIVE, AMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$152,273,516ExpenseAmt
Grant$39,094,194GrantAmt
Revenue$143,487,762RevenueAmt
DescMARIAN UNIVERSITY SERVED 3,965 STUDENTS AS MEASURED FALL, 2022. THIS WAS COMPRISED OF 2,871 UNDERGRADUATE, 289 GRADUATE AND 781 DOCTORAL AND 24 CERTIFICATION STUDENTS. INCLUDED IN THESE DEMOGRAPHICS ARE TRADITIONAL FULL AND PART-TIME UNDERGRADUATES, ACCELERATED ON-LINE ADULT PROGRAMS, ACCELERATED 2ND DEGREE NURSING, MEDICAL AND OTHER DOCTORAL AND GRADUATE STUDENTS. MARIAN OFFERS 47 UNDERGRADUATE DEGREES. THE TOP 10 PROGRAMS IN TERMS OF NUMBER OF MAJORS ARE: NURSING, MANAGEMENT, BIOLOGY, EXCERCISE SCIENCE, MARKETING, BUSINESS, FINANCE, ELEMENTARY EDUCATION, LIBERAL ARTS AND SECONDARY EDUCATION. GRADUATE PROGRAMS CURRENTLY OFFERED ARE: BIIOMEDICAL SCIENCES, CLINICAL EXCERCISE PHYSIOLOGY, COUNSELING, EDUCATION LEADERSHIP, LEADERSHIP PRACTICE, SPECIAL EDUCATION, AND PHYSIOLOGY OF EXCERCISE. DOCTORAL PROGRAMS CURRENTLY OFFERRED ARE DOCTOR OF OSTEOPATHIC MEDICINE, FAMILY NURSE PRACTITIONER, NURSE ANESTHESIA AND ORGANIZATIONAL LEADERSHIP. DEMOGRAPHIC INFORMATION REGARDING THE MARIAN STUDENT POPULATION IS AS FOLLOWS: MALE 37.3% AND FEMALE 62.5% AND OTHER .2%. IPEDS RACE/ETHNICITY: WHITE - 57.4%, BLACK OR AFRICAN AMERICAN - 13.7%, HISPANIC/LATINO - 10.3%, TWO OR MORE RACES - 4.8%, ASIAN - 4.4% AND ALL OTHERS - 9.4%. RELIGION: CHRISTIAN, ROMAN CATHOLIC - 43.0%, CHRISTIAN - OTHER - 44.6%, OTHER OR NO RELIGION, 12.4%. THE COLLEGE OF OSTEOPATHIC MEDICINE IS THE ONLY COLLEGE OF OSTEOPATHIC MEDICINE IN THE STATE OF INDIANA AND THE 2ND MEDICAL SCHOOL (ALONG WITH INDIANA UNIVERSITY MEDICAL SCHOOL). THE UNIVERSITY GRADUATED ITS FIRST CLASS IN SPRING 2017. THE PRIMARY GOAL IS TO PLACE PHYSICIANS IN INDIANA AND THE NEIGHBORING STATES. PLACEMENT DEMOGRAPHICS FOR THE CLASS OF 2023 INCLUDES: 100% PLACEMENT RATE, 65% IN PRIMARY CARE WITH 76% IN PHYSICIAN SHORTAGE AREAS. 70% OF GRADUATES MATCHED IN INDIANA AND SURROUNDING STATES, WITH A TOTAL OF MATCHES IN 26 STATES AND 65 CITIES. IN OCTOBER, 2020 MARIAN ANNOUNCED THE LAUNCH OF THE E.S. WITCHGER SCHOOL OF ENGINEERING. THE INAUGURAL CLASS ENTERED IN FALL 2022 AND IN FALL 2023 MARIAN OPENED A STATE-OF-ART ENGINEERING FACILITY. DEGREES OFFERRED IN BIOMEDICAL, CHEMICAL, CIVIL, COMPUTER AND MECHANICAL ENGINEERING. FALL 2022 ATTENDANCE INCLUDED 85 ENGINEERING STUDENTS.Desc
Total Program Service Expenses$152,273,516TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6453IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1792EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members45GoverningBodyVotingMembersCnt
Independent Voting Member44IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMICHAEL BEDELPersonNm
Phone3179556009PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13200 COLD SPRING ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46222ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Elsener Daniel J
President, Marian University40.00.0Yes (X)Yes (X)$573,384$0$111,362
Wright Amanda
Dean of COM40.00.0$374,139$0$41,756Yes (X)
Knight Clif
Assist. Dean of Clinic Affairs40.00.0$368,593$0$40,756Yes (X)
Britt Kenith C
Sr. VP of Strat. Growth & Inn40.00.0Yes (X)$344,465$0$59,342
Ginder Gregory
Sr. VP for Pers., Fin. & Tech40.00.0Yes (X)$262,943$0$59,627
Casey Marsha
Sr. VP of Health Professions40.00.0Yes (X)$290,634$0$28,757
Rawski Greg E
Dean - Byrum School of Bus.40.00.0$262,662$0$40,934Yes (X)
Stelflug Bradley W
Dir. of Nurse Anesthesia Prog.40.00.0$254,522$0$39,658Yes (X)
Lucich John A
Chair of Internal Medicine40.00.0$242,964$0$33,691Yes (X)
Eland David C
Prof. of Osteo. Princ. & Prac.40.00.0$251,282$0$20,215Yes (X)
Silva Alan
Executive VP & Provost40.00.0Yes (X)$245,860$0$23,930
Nelligan Luke J
Sr. Advisor to the COM Dean40.00.0$236,822$0$24,888Yes (X)
Finke John F
VP for Institution Advancement40.00.0Yes (X)$198,417$0$51,473
Lawrence Deborah Anne
Sr. VP for Strat. Ptnship & GC40.00.0Yes (X)$200,064$0$22,477
Heidt Joseph
Chancellor, Ancilla College MU40.00.0Yes (X)$181,957$0$33,719
Stanley Raymond L
VP & Chief Information Officer40.00.0Yes (X)$175,937$0$29,141
Enneking Thomas
Advisor to the President40.00.0Yes (X)$179,013$0$25,175
Wucher Bradley
VP of Enrollment, Mkt. & Comm.40.00.0Yes (X)$172,727$0$28,884
Gomez Dorothy
Dean Leighton Sch. of Nursing40.00.0$181,193$0$19,119Yes (X)
Rodgers Ruth Randolph
Sr. VP for Leadership Integ.40.00.0Yes (X)$162,032$0$26,840
Turner Latonya
Dean Klipsch Educators College40.00.0$157,225$0$27,385Yes (X)
Jackson Leon
Chancellor, St. Joseph's MU40.00.0Yes (X)$143,142$0$8,398
Setmeyer Adam P
VP for Mission & Ministry40.00.0Yes (X)$113,581$0$30,449
Gianoli Sr Mary Beth
VP for Mission Integration40.040.0Yes (X)$89,289$0$9,804
Becher Michael
Trustee2.00.0Yes (X)$0$0$0
Beraldi Fernanda
Trustee2.00.0Yes (X)$0$0$0
Bonach Edward
Trustee2.00.0Yes (X)$0$0$0
Bruns Scott
Trustee2.00.0Yes (X)$0$0$0
Cardis John
Trustee2.00.0Yes (X)$0$0$0
Carson Phil
Trustee2.00.0Yes (X)$0$0$0
Cleveland OSF Sr Jean Marie
Trustee2.032.0Yes (X)$0$0$0
Eckman William P
Chair Emeritus2.00.0Yes (X)$0$0$0
Feser Denise B
Board Chair2.00.0Yes (X)Yes (X)$0$0$0
Franzer Sr Christa
Vice-Chair2.032.0Yes (X)Yes (X)$0$0$0
French Fritz
Trustee2.00.0Yes (X)$0$0$0
Frye Anne M
Trustee2.00.0Yes (X)$0$0$0
Gardner Adarius
Trustee2.00.0Yes (X)$0$0$0
Gary Jr Theodis Ted
Trustee2.00.0Yes (X)$0$0$0
Grisley OSF Sr Annette
Trustee2.032.0Yes (X)$0$0$0
Hackman Stephen J
Trustee2.00.0Yes (X)$0$0$0
Haire David
Trustee2.00.0Yes (X)$0$0$0
Harrison Jeffrey
Trustee2.00.0Yes (X)$0$0$0
Hart John J
Trustee2.00.0Yes (X)$0$0$0
Hicks Linda M
Trustee2.00.0Yes (X)$0$0$0
Horney OSF Sr Margaret
Trustee2.032.0Yes (X)$0$0$0
Huelsmann PHJC Sr Joetta
Trustee2.00.0Yes (X)$0$0$0
Irvin OSF Sr Maureen
Trustee2.032.0Yes (X)$0$0$0
Jones Jerry
Trustee2.00.0Yes (X)$0$0$0
Klipsch Fred S
Trustee2.00.0Yes (X)$0$0$0
Kubacki Rebecca
Trustee2.00.0Yes (X)$0$0$0
Kuzmitz Joe
Trustee2.00.0Yes (X)$0$0$0
Leighton Alan E
Trustee2.00.0Yes (X)$0$0$0
McClamroch Tobin
Trustee2.00.0Yes (X)$0$0$0
Miller OSF Sr Joan
Trustee2.032.0Yes (X)$0$0$0
Nalli Jonathan S
Trustee2.00.0Yes (X)$0$0$0
Petrie Michael F
Trustee2.00.0Yes (X)$0$0$0
Price PhD Marianne
Trustee2.00.0Yes (X)$0$0$0
Ramsey Sr John F
Trustee2.00.0Yes (X)$0$0$0
Schaedel Msgr Joseph F
Trustee2.00.0Yes (X)$0$0$0
Semler Jerry D
Trustee2.00.0Yes (X)$0$0$0
Shockley DO Rachel
Trustee2.00.0Yes (X)$0$0$0
Steele Michele
Trustee2.00.0Yes (X)$0$0$0
Stenger OSF Sr Bernice
Trustee2.032.0Yes (X)$0$0$0
Werner Robyn R
Trustee2.00.0Yes (X)$0$0$0
Yeleti MD Ramarao
Trustee2.00.0Yes (X)$0$0$0
Young Richard Andrew Drew
Trustee2.00.0Yes (X)$0$0$0
Young Scott
Trustee2.00.0Yes (X)$0$0$0
Zavaleta Raul E
Trustee2.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,662,847TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$837,780TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K93IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BROWNING CONTRUCTION
6100 W 96TH STREETINDIANAPOLISIN46278CONSTRUCTION$18,068,317
ORBIS EDUCATION
11595 NORTH MERIDIAN SUITE 400INDIANAPOLISIN46032ON-LINE NURSING SPPT$8,988,528
ARAMARK INC
27310 NETWORK PLACECHICAGOIL60673FOOD SERVICE$5,776,438
ARAMARK FACILITY SERVICES
24818 NETWORK PLACECHICAGOIL60673FACILITIES SERVICES$5,651,282
BOSTON COLLEGE
140 COMMONWEALTH AVECHESTNUT HILLMA02467EDUCATIONAL SERVICES$1,594,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K83CntrctRcvdGreaterThan100KCnt
Fundraising$1,307,880FundraisingAmt
Related Organizations$43,287RelatedOrganizationsAmt
Government Grants$12,174,382GovernmentGrantsAmt
All Other Contributions$18,381,704AllOtherContributionsAmt
Noncash Contributions$1,706,998NoncashContributionsAmt
Total Contributions$31,907,253TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION & FEES611600$125,108,012$125,108,012
ROOM & BOARD611710$13,762,944$13,762,944
BOOK STORE611710$154,735$154,735
OTHER INCOME611710$4,462,071$4,462,071
FieldValueIRS element (for citing)
Total Program Service Revenue$143,487,762TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,904,784TotalRevenueColumnAmt
Unrelated Business Revenue$276UnrelatedBusinessRevenueAmt
Exclusion$3,904,508ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$175,478RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$277,238RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$101,760RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$101,760TotalRevenueColumnAmt
Exclusion-$101,760ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$34,916,236SecuritiesAmt
Other$3,214OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$37,868,021SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$2,951,785SecuritiesAmt
Other$3,214OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,948,571TotalRevenueColumnAmt
Exclusion-$2,948,571ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$78,493FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,307,880ContriRptFundraisingEventAmt
Fundraising Direct Expenses$710,783FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$632,290TotalRevenueColumnAmt
Exclusion-$632,290ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCYCLING CENTER & CYCLOPLEXDesc
Business611710BusinessCd
Total Revenue Column$100,893TotalRevenueColumnAmt
Unrelated Business Revenue$100,893UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$100,893OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$175,718,071TotalRevenueColumnAmt
Related Or Exempt Func Income$143,487,762RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$101,169UnrelatedBusinessRevenueAmt
Exclusion$221,887ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$39,094,194TotalAmt
Program Services$39,094,194ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,145,315TotalAmt
Program Services$1,562,762ProgramServicesAmt
Management And General$2,390,233ManagementAndGeneralAmt
Fundraising$192,320FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$47,380,792TotalAmt
Program Services$40,943,547ProgramServicesAmt
Management And General$5,362,950ManagementAndGeneralAmt
Fundraising$1,074,295FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,951,198TotalAmt
Program Services$1,609,635ProgramServicesAmt
Management And General$293,599ManagementAndGeneralAmt
Fundraising$47,964FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,279,792TotalAmt
Program Services$6,830,390ProgramServicesAmt
Management And General$1,245,868ManagementAndGeneralAmt
Fundraising$203,534FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,495,166TotalAmt
Program Services$2,883,327ProgramServicesAmt
Management And General$525,921ManagementAndGeneralAmt
Fundraising$85,918FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$317,942TotalAmt
Management And General$317,942ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$127,296TotalAmt
Management And General$127,296ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$54,185TotalAmt
Management And General$54,185ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$277,914TotalAmt
Program Services$229,265ProgramServicesAmt
Management And General$41,818ManagementAndGeneralAmt
Fundraising$6,831FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,503,630TotalAmt
Program Services$9,516,284ProgramServicesAmt
Management And General$1,703,777ManagementAndGeneralAmt
Fundraising$283,569FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,749,679TotalAmt
Program Services$2,268,339ProgramServicesAmt
Management And General$413,747ManagementAndGeneralAmt
Fundraising$67,593FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$445,785TotalAmt
Program Services$367,749ProgramServicesAmt
Management And General$67,078ManagementAndGeneralAmt
Fundraising$10,958FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,170,167TotalAmt
Program Services$1,790,273ProgramServicesAmt
Management And General$326,547ManagementAndGeneralAmt
Fundraising$53,347FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,581,751TotalAmt
Program Services$8,729,384ProgramServicesAmt
Management And General$1,592,246ManagementAndGeneralAmt
Fundraising$260,121FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$937,550TotalAmt
Program Services$773,429ProgramServicesAmt
Management And General$141,074ManagementAndGeneralAmt
Fundraising$23,047FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,267,273TotalAmt
Program Services$1,045,433ProgramServicesAmt
Management And General$190,688ManagementAndGeneralAmt
Fundraising$31,152FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,113,536TotalAmt
Program Services$2,568,502ProgramServicesAmt
Management And General$468,497ManagementAndGeneralAmt
Fundraising$76,537FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,638,775TotalAmt
Program Services$7,951,479ProgramServicesAmt
Management And General$1,450,356ManagementAndGeneralAmt
Fundraising$236,940FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,462,997TotalAmt
Program Services$1,206,895ProgramServicesAmt
Management And General$220,139ManagementAndGeneralAmt
Fundraising$35,963FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
LICENSE FEES & COURSE WORK$10,848,859$10,848,859
MEAL PLAN COSTS$5,106,153$5,106,153
ATHLETIC COMPETITION$3,241,270$2,673,876$487,717$79,677
PROGRAM SUPPLIES & RESOURCES$2,456,663$2,026,617$369,656$60,390

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,723,959TotalAmt
Program Services$2,247,124ProgramServicesAmt
Management And General$409,874ManagementAndGeneralAmt
Fundraising$66,961FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$173,371,841TotalAmt
Program Services$152,273,516ProgramServicesAmt
Management And General$18,201,208ManagementAndGeneralAmt
Fundraising$2,897,117FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,495BOYAmt
EOY$44,548EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,653,194BOYAmt
EOY$5,050,000EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,823,940BOYAmt
EOY$16,399,824EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,816,970BOYAmt
EOY$2,020,686EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$922,448BOYAmt
EOY$1,795,521EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,144,341BOYAmt
EOY$2,112,695EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$288,870,042LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$109,109,586LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$162,460,234BOYAmt
EOY$179,760,456EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$103,575,698BOYAmt
EOY$102,298,640EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$20,211,755BOYAmt
EOY$22,778,053EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$577,095BOYAmt
EOY$965,706EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$435,556BOYAmt
EOY$459,623EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$321,638,726BOYAmt
EOY$333,685,752EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,069,273BOYAmt
EOY$12,496,788EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$14,599,911BOYAmt
EOY$13,719,865EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,065,257BOYAmt
EOY$16,654,817EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$95,754,505BOYAmt
EOY$102,489,392EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,831,527BOYAmt
EOY$6,986,630EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$153,320,473BOYAmt
EOY$152,347,492EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$115,045,458BOYAmt
EOY$140,491,790EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$53,272,795BOYAmt
EOY$40,846,470EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$168,318,253BOYAmt
EOY$181,338,260EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$321,638,726BOYAmt
EOY$333,685,752EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,346,230ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$10,673,777NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$54,185DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$54,185TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1GFormAndLineReferenceDesc
ExplanationDirect Contact with Legislators & Government Officials: Marian University contracts with registered lobbyists to work with the Indiana General Assembly and the United States Congress on issues impacting higher education generally (for example, financial aid) and Marian specifically (for example, appropriation requests). Marian University also collaborates with the Independent Colleges of Indiana in its efforts to influence the Indiana General Assembly to maintain the amount of financial aid available to college students, most notably through a student lobbying day at the statehouse.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$349,525AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$93,382,109BeginningYearBalanceAmt
Contributions$7,635,233ContributionsAmt
Investment Earnings Or Losses$11,240,087InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,682,345GrantsOrScholarshipsAmt
Other Expenditures$390,623OtherExpendituresAmt
Administrative Expenses$250,276AdministrativeExpensesAmt
End Year Balance$106,934,185EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$107,703,867BeginningYearBalanceAmt
Contributions$5,610,872ContributionsAmt
Investment Earnings Or Losses-$16,599,252InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,976,686GrantsOrScholarshipsAmt
Other Expenditures$144,430OtherExpendituresAmt
Administrative Expenses$212,262AdministrativeExpensesAmt
End Year Balance$93,382,109EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$74,932,481BeginningYearBalanceAmt
Contributions$10,437,096ContributionsAmt
Investment Earnings Or Losses$25,127,525InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,357,818GrantsOrScholarshipsAmt
Other Expenditures$297,591OtherExpendituresAmt
Administrative Expenses$137,826AdministrativeExpensesAmt
End Year Balance$107,703,867EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$69,273,104BeginningYearBalanceAmt
Contributions$6,115,309ContributionsAmt
Investment Earnings Or Losses$1,928,454InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,982,057GrantsOrScholarshipsAmt
Other Expenditures$292,763OtherExpendituresAmt
Administrative Expenses$109,566AdministrativeExpensesAmt
End Year Balance$74,932,481EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,740,038BeginningYearBalanceAmt
Contributions$3,626,999ContributionsAmt
Investment Earnings Or Losses$4,006,591InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,458,857GrantsOrScholarshipsAmt
Other Expenditures$441,462OtherExpendituresAmt
Administrative Expenses$200,205AdministrativeExpensesAmt
End Year Balance$69,273,104EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.80000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.14800PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.05200TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,538,196OtherCostOrOtherBasisAmt
Book Value$2,538,196BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$182,543,392OtherCostOrOtherBasisAmt
Depreciation$64,706,021DepreciationAmt
Book Value$117,837,371BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$46,461,847OtherCostOrOtherBasisAmt
Depreciation$31,204,678DepreciationAmt
Book Value$15,257,169BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$349,525InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$56,977,082OtherCostOrOtherBasisAmt
Depreciation$13,198,887DepreciationAmt
Book Value$44,127,720BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$179,760,456TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE CAPITAL$5,530,948F
HEDGE FUNDS$5,674,048F
REAL ASSETS$3,074,323F
ALT MARKETABLE SECURITIES$8,498,734F
FieldValueIRS element (for citing)
Total Book Value Securities$22,778,053TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ADVANCES STUDENT LOANS$160,310
REFUNDABLE ENDOWMENT ASSETS$6,340,968
OPERATING LEASE LIABILITY$485,352
FieldValueIRS element (for citing)
Total Liability$6,986,630TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$148,007,761TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$10,673,777NetUnrealizedGainsInvstAmt
Other Revenue$988,021OtherRevenueAmt
Revenue Not Reported$11,661,798RevenueNotReportedAmt
Revenue Subtotal$136,345,963RevenueSubtotalAmt
Investment Expenses Not Incld$277,914InvestmentExpensesNotIncldAmt
Other Revenues Not Included$39,094,194OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$39,372,108RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$175,718,071TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$134,987,754TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$988,021OtherExpensesIncludedAmt
Expenses Not Reported$988,021ExpensesNotReportedAmt
Expenses Subtotal$133,999,733ExpensesSubtotalAmt
Investment Expenses Not Incld2$277,914InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$39,094,194OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$39,372,108ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$173,371,841TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4COLLECTIONS OF ART, HISTORICAL TREASURERS, AND OTHER SIMILAR ASSETS: DONATIONS RECEIVED INCLUDE A ST JOHN'S BIBLE, STAMP COLLECTION, LITHOGRAPHS, PRINTS, SCULPTURES, AFRICAN MASKS AND FIGURINES AND A DONATED CRYPT. THESE TREASURES ARE DISPLAYED IN VARIOUS LOCATIONS THROUGHOUT THE CAMPUS. MUCH OF THE ARTWORK IS RELIGIOUS IN NATURE AND IS THEREFORE CONSISTENT WITH OUR CATHOLIC HERITAGE; OTHER ARTWORK WAS DISPLAYED IN ATTEMPT TO HONOR DONOR'S WISHES AND SUPPORT THE CULTURAL ASPECTS OF OUR LIBERAL ARTS TRADITION.
SCHEDULE D, PART V, LINE 4INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS: THE MAJORITY OF THE ENDOWMENT FUND IS USED TO PROVIDE STUDENT SCHOLARSHIPS. IN ADDITION, WE HAVE 18 ENDOWMENTS WHICH SUPPORT MATH AND SCIENCE, TECHNOLOGY, FACULTY DEVELOPMENT, ECOLAB, RELIGIOUS ARCHITECTURAL LANDSCAPE, GLOBAL STUDIES, TRAVEL, MEDICAL ETHICS, CHEMISTRY, NURSING, MEDICAL STUDENT EDUCATIONAL EXPENSES AND MEDICAL STUDENT AID.
SCHEDULE D, PART XASC 740 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
SCHEDULE D, PARTS XI & XII, LINE 2DOTHER ADJUSTMENTS: EXPENSES FOR RENTAL FACILITY $ 277,238 FUNDRAISING EXPENSES $ 710,783 TOTAL $ 988,021
SCHEDULE D, PARTS XI & XII, LINE 4BOTHER ADJUSTMENTS: STUDENT SCHOLARSHIPS $ 39,094,194

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE POLICY IS LOCATED ON THE MAIN PAGE OF THE MARIAN.EDU WEBSITE AT ALL TIMES. ANY INTERESTED PARTIES MAY ACCESS AND REVIEW THE FULL POLICY AT ANY TIME BY SELECTING THE NON-DISCRIMINATION LINK.
SCHEDULE E, PART I, LINE 6APELL GRANTS, SEOG GRANTS, FEDERAL AND PLUS LOANS, FREEDOM CHOICE, 21ST CENTURY SCHOLARS, PART-TIME, TEACHING, COLLEGE OF OSTEOPATHIC MEDICINE INDIANA GRANT, MITCH DANIELS STATE AID AND MINORITY STUDENTS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESSTUDY ABROAD PROGRAM$23,415
EAST ASIA AND THE PACIFICPROGRAM SERVICESSTUDENT RECRUITING$3,007
EUROPE (INCLUDING ICELAND AND GREENLAND)PROGRAM SERVICESCONFERENCES$15,342
EUROPE (INCLUDING ICELAND AND GREENLAND)PROGRAM SERVICESCYCLING EVENT$3,454
EUROPE (INCLUDING ICELAND AND GREENLAND)PROGRAM SERVICESEDUCATIONAL SUPPLIES$187
EUROPE (INCLUDING ICELAND AND GREENLAND)PROGRAM SERVICESIDEAS GRANT EXPENSE$3,000
EUROPE (INCLUDING ICELAND AND GREENLAND)PROGRAM SERVICESSTUDENT RECRUITING$284
EUROPE (INCLUDING ICELAND AND GREENLAND)PROGRAM SERVICESSTUDY ABROAD$191,716
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESEDUCATION SOFTWARE$9,952
NORTH AMERICAPROGRAM SERVICESCONFERENCES$7,913
NORTH AMERICAPROGRAM SERVICESEDUCATION SOFTWARE$14,473
NORTH AMERICAPROGRAM SERVICESEMPLOYEE RECRUITING$1,947
SOUTH AMERICAPROGRAM SERVICESCONFERENCES$441
SOUTH ASIAPROGRAM SERVICESCONFERENCES$2,700
SOUTH ASIAPROGRAM SERVICESSTUDENT RECRUITING$5,506
SUB-SAHARAN AFRICAPROGRAM SERVICESSTUDY ABROAD$11,409
SOUTH AMERICAPROGRAM SERVICESEDUCATIONAL SUPPLIES$1,603
Central America and the CaribbeanInvestments$17,486,285
FieldValueIRS element (for citing)
Subtotal Spent$296,349SubtotalSpentAmt
Continuation Spent$17,486,285ContinuationSpentAmt
Total Spent$17,782,634TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event12022 GALAEvent1Nm
Gross Receipts Event1$813,513GrossReceiptsEvent1Amt
Charitable Contri Event1$785,513CharitableContriEvent1Amt
Gross Revenue Event1$28,000GrossRevenueEvent1Amt
Rent Facility Costs Event1$146,242RentFacilityCostsEvent1Amt
Food And Beverage Event1$310,601FoodAndBeverageEvent1Amt
Entertainment Event1$57,600EntertainmentEvent1Amt
Other Direct Expenses Event1$73,193OtherDirectExpensesEvent1Amt
Event22023 CLAYTONEvent2Nm
Gross Receipts Event2$393,500GrossReceiptsEvent2Amt
Charitable Contri Event2$356,657CharitableContriEvent2Amt
Gross Revenue Event2$36,843GrossRevenueEvent2Amt
Rent Facility Costs Event2$35,431RentFacilityCostsEvent2Amt
Food And Beverage Event2$44,340FoodAndBeverageEvent2Amt
Entertainment Event2$1,200EntertainmentEvent2Amt
Other Direct Expenses Event2$7,625OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$179,360GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$165,710CharitableContriOtherEventsAmt
Gross Revenue Other Events$13,650GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$12,753RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$13,265FoodAndBeverageOtherEventsAmt
Entertainment Other Events$4,480EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$4,053OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,386,373GrossReceiptsTotalAmt
Charitable Contributions Tot$1,307,880CharitableContributionsTotAmt
Gross Revenue Total Events$78,493GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$194,426RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$368,206FoodAndBeverageTotalEventsAmt
Entertainment Total Events$63,280EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$84,871OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$710,783DirectExpenseSummaryEventsAmt
Net Income Summary-$632,290NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSTUDENT SCHOLARSHIPSGrantTypeTxt
Recipient1947RecipientCnt
Cash Grant$39,094,194CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S.: MARIAN UNIVERSITY IS SUBJECT TO THE COMPLIANCE AND INTERNAL CONTROL REQUIREMENTS OF OMB-A133 AND FOLLOWS ALL APPLICABLE GUIDELINES. INSTITUTIONAL AND PRIVATELY FUNDED FINANCIAL AID IS DETERMINED ON A CASE-BY-CASE BASIS BASED ON MERIT, NEED, AND EXTRACURRICULAR ACTIVITIES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt
Elsener Daniel J
President, Marian University$562,804$0$10,580$89,396$21,966$684,746
Britt Kenith C
Sr. VP of Strat. Growth & Inn$220,085$17,500$106,880$36,631$22,711$403,807$106,304
Casey Marsha
Sr. VP of Health Professions$268,937$18,900$2,797$20,149$8,608$319,391
Finke John F
VP for Institution Advancement$177,760$20,000$657$28,843$22,630$249,890
Ginder Gregory
Sr. VP for Pers., Fin. & Tech$241,324$20,000$1,619$42,659$16,968$322,570
Lawrence Deborah Anne
Sr. VP for Strat. Ptnship & GC$194,040$5,000$1,024$13,933$8,544$222,541
Rodgers Ruth Randolph
Sr. VP for Leadership Integ.$160,240$0$1,792$11,217$15,623$188,872
Silva Alan
Executive VP & Provost$229,254$15,000$1,606$15,336$8,594$269,790
Stanley Raymond L
VP & Chief Information Officer$175,291$0$646$12,270$16,871$205,078
Wucher Bradley
VP of Enrollment, Mkt. & Comm.$171,523$0$1,204$12,007$16,877$201,611
Heidt Joseph
Chancellor, Ancilla College MU$170,123$11,250$584$11,107$22,612$215,676
Jackson Leon
Chancellor, St. Joseph's MU$122,851$20,000$291$0$8,398$151,540
Enneking Thomas
Advisor to the President$171,973$5,000$2,040$12,388$12,787$204,188
Wright Amanda
Dean of COM$373,524$0$615$26,147$15,609$415,895
Rawski Greg E
Dean - Byrum School of Bus.$246,977$15,000$685$18,388$22,546$303,596
Gomez Dorothy
Dean Leighton Sch. of Nursing$179,929$0$1,264$12,595$6,524$200,312
Turner Latonya
Dean Klipsch Educators College$156,646$0$579$10,574$16,811$184,610
Knight Clif
Assist. Dean of Clinic Affairs$366,817$0$1,776$23,736$17,020$409,349
Lucich John A
Chair of Internal Medicine$241,313$0$1,651$16,892$16,799$276,655
Eland David C
Prof. of Osteo. Princ. & Prac.$250,872$0$410$11,792$8,423$271,497
Stelflug Bradley W
Dir. of Nurse Anesthesia Prog.$253,876$0$646$17,105$22,553$294,180
Nelligan Luke J
Sr. Advisor to the COM Dean$235,178$0$1,644$16,462$8,426$261,710

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1ABENEFITS PROVIDED: THE PRESIDENT USES FIRST-CLASS TRAVEL FOR BUSINESS TRIPS. THIS IS NOT INCLUDED IN HIS W-2 INCOME. SPOUSAL TRAVEL PROVIDED ONLY FOR BUSINESS RELATED ACTIVITIES; SOCIAL CLUBS DUES USED ONLY FOR BUSINESS TRANSACTIONS; EMPLOYEES ARE RESPONSIBLE FOR REIMBURSING THE UNIVERSITY FOR PERSONAL EXPENSES OR USE OF FACILITIES THAT ARE PAID FOR BY THE UNIVERSITY.
SCHEDULE J, PART I, LINE 4BNONQUALIFIED RETIREMENT PLAN: DANIEL ELSENER, KENITH BRITT, JOHN FINKE, AND GREGORY GINDER PARTICIPATED IN A SECTION 457(F) PLAN DURING THE YEAR, RECEIVING CONTRIBUTIONS TO THEIR PLANS IN THE AMOUNTS OF $75,000, $20,000, $15,000, AND $25,000, RESPECTIVELY; DANIEL ELSENER RECEIVED AN ADDITIONAL NON-ELECTIVE CONTRIBUTION OF $25,000; THESE PAYMENTS HAVE BEEN INCLUDED IN PART II, COLUMN (C) FOR THE CURRENT YEAR. KENITH BRITT ALSO RECEIVED A 457(F) PAYOUT IN THE CURRENT YEAR AND THIS AMOUNT HAS BEEN INCLUDED IN PART II, COLUMN (B)(III) AND COLUMN F. THE PARTICIPANT'S SERVICE COMPLETION DATE UNDER AGREEMENT IS AS FOLLOWS: DANIEL ELSENER - 9/30/2024 KENITH BRITT - 6/30/2027 JOHN FINKE - 6/30/2027 GREGORY GINDER - 6/30/2025
SCHEDULE J, PART I, LINE 7NON-FIXED PAYMENTS: THE PRESIDENT MAY RECEIVE PERFORMANCE PAYMENTS UP TO 25% OF ANNUAL SALARY AT THE BOARD'S DISCRETION. KENITH C. BRITT, JOHN FINKE, GREGORY GINDER, DEBORAH LAWRENCE, ALAN SILVA, STEVEN DOWNING, THOMAS ENNEKING AND MARSHA CASEY RECEIVED A PERFORMANCE PAYMENT AT THE PRESIDENT'S DISCRETION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1INDIANA FINANCE AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN351460231BondIssuerEIN
CUSIP455057F52CUSIPNum
Bond Issued2019-09-17BondIssuedDt
Issue Price$18,127,213IssuePriceAmt
Purpose2019 MARIAN UNIVERSITY PROJECTPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$805,000RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$18,185,307TotalProceedsAmt
In Reserve Fund$950,600InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$128,681IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$17,105,729CapitalExpendituresAmt
Other Spent Proceeds$25OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2021SubstantialCompletionYr
Refunding Tax Exempt BondsfalseRefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0PrivateBusUseByOthersPct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonNOT REQUIREDPersonNm
Relationship With OrgNOT REQUIREDRelationshipWithOrgTxt
Cash Grant$15,500CashGrantAmt
Type Of AssistanceMERIT/NEED-BASED AIDTypeOfAssistanceTxt
Assistance PurposeEDUCATIONAL SCHOLARSHIPSAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
BROWNING CONSTRUCTION
SUBSTANTIAL CONTRIBUTOR$18,068,317CONSTRUCTIONfalse
ARAMARK INC
SUBSTANTIAL CONTRIBUTOR$5,776,438FOOD SERVICE CONTRACTfalse
ARAMARK FACILITY SERVICES
SUBSTANTIAL CONTRIBUTOR$5,651,282FACILITIES CONTRACTfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IIIFormAndLineReferenceDesc
ExplanationFINANCIAL AID TO INTERESTED PERSONS AND/OR FAMILY MEMBERS: THE AMOUNT LISTED IN PART III REPRESENTS FINANCIAL AID AND/OR SCHOLARSHIPS THAT WERE AWARDED TO INTERESTED PERSONS AND/OR FAMILY MEMBERS. THE ONLY AMOUNTS AWARDED ARE SCHOLARSHIPS AND FINANCIAL AID AWARDS. THESE FUNDS ARE DISBURSED BY THE COLLEGE'S FINANCIAL AID DEPARTMENT IN STRICT ADHERENCE TO ALL FEDERAL AND STATE REGULATIONS.ExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$376NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$2,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$15,059NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution101ContributionCnt
Noncash Contributions Rpt F990$1,667,703NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$125,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$7,200NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)XRAY DETECTOR1$6,000FAIR MARKET VALUE
Yes (X)LAB FREEZER1$300FAIR MARKET VALUE
Yes (X)PIANO1$325FAIR MARKET VALUE
Yes (X)TRANSFER SWITCH1$4,660FAIR MARKET VALUE
Yes (X)MEMBERSHIPS1$1,029FAIR MARKET VALUE
Yes (X)GOLF OUTING, SIGNAGE, TICKETS1$7,875FAIR MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART I, LINE 9SECURITIES - PUBLICLY TRADED: NONCASH CONTRIBUTIONS ON SCHEDULE M ARE REPORTED IN THE YEAR RECEIVED. PUBLICLY TRADED SECURITIES IN THE AMOUNT OF $131,029 RECEIVED WERE PLEDGE PAYMENTS THAT WERE RECORDED AS REVENUE ON PART VIII OF THE FORM 990 IN A PREVIOUS YEAR.
SCHEDULE M, PART I, COLUMN BNUMBER OF CONTRIBUTORS: MARIAN UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN (B).

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART IV, LINE 28ABUSINESS TRANSACTIONS INVOLVING SUBSTANTIAL CONTRIBUTORS: FORM 990, PART IV, LINE 28A IS CHECKED YES BECAUSE THERE ARE BUSINESS TRANSACTIONS BETWEEN MARIAN UNIVERSITY AND SUBSTANTIAL CONTRIBUTORS LISTED SCHEDULE B.
FORM 990, PART VI, SECTION A, LINE 1ATHE BOARD OF TRUSTEES MEETS FOUR TIMES A YEAR TO VOTE ON ISSUES. THE EXECUTIVE COMMITTEE MEETS INFREQUENTLY AND ONLY WHEN AN URGENT ISSUE MUST BE ADDRESSED, AND THEN DECISIONS ARE SUBSEQUENTLY RATIFIED BY THE FULL BOARD.
FORM 990, PART VI, SECTION A, LINE 1BINDEPENDENT BOARD MEMBERS: DANIEL J. ELSENER IS A PAID EMPLOYEE OF THE UNIVERSITY AND IS THEREFORE CONSIDERED NON-INDEPENDENT.
FORM 990, PART VI, SECTION A, LINE 7APOWER TO ELECT MEMBERS OF GOVERNING BODY: NOT FEWER THAN THREE AND NOT MORE THAN SEVEN TRUSTEES OF THE BOARD OF TRUSTEES SHALL BE MEMBERS OF THE SISTERS OF ST. FRANCIS OF OLDENBURG INC. OR SHALL BE INDIVIDUALS NOMINATED BY SISTERS OF ST. FRANCIS OF OLDENBURG. ONE OF THESE SHALL BE THE CONGREGATIONAL MINISTER OF THE SISTERS OF ST. FRANCIS OF OLDENBURG INC., AS SELECTED BY THE RULES AND REGULATIONS OF THAT ORDER.
FORM 990, PART VI, SECTION B, LINE 7BGOVERNANCE DECISIONS SUBJECT TO APPROVAL OF GOVERNING BODY: THE SISTERS OF ST. FRANCIS ARE OWNERS OF SOME OF THE ASSETS OF THE UNIVERSITY AND HAVE MUTUAL RESPONSIBILITY FOR AFFIRMING POLICIES OF THE UNIVERSITY AS A FRANCISCAN CATHOLIC INSTITUTION. RESPONSIBILITIES INCLUDE: 1.) FOSTER THE EXPRESSION AND IMPLEMENTATION OF MISSION STATEMENT; 2.) MAINTAIN A RELATIONSHIP WITH THE ARCHBISHOP OF THE CHURCH IN THE INDIANAPOLIS ARCHDIOCESE; AND 3.) ATTEND TO SOCIAL JUSTICE CONCERNS.
FORM 990, PART VI, SECTION B, LINE 11BPROCESS TO REVIEW THE FORM 990: THE SR VP/CFO, ASST VP FINANCE AND ACCTG AND FINANCIAL ANALYST REVIEW THE 990 IN DETAIL WITH THE CPA FIRM THAT PREPARES THE RETURN AND THEN IT IS PRESENTED TO THE AUDIT COMMITTEE. ONCE THE AUDIT COMMITTEE REVIEWS AND APPROVES THE RETURN, THE FORM 990 (NOT INCLUDING SCHEDULE B TO PROTECT THE ANONYMITY OF DONORS) WILL BE PASSWORD-PROTECTED AND POSTED TO MARIAN'S WEBSITE. BOARD MEMBERS WILL BE NOTIFIED THAT THE FORM 990 IS AVAILABLE FOR THEIR REVIEW AND WILL BE GIVEN A PASSWORD TO ACCESS THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CPROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ALL BOARD OF TRUSTEE MEMBERS AND KEY EMPLOYEES ARE ASKED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE SECRETARY OF THE BOARD OF TRUSTEES MAINTAINS THE LIST AND FOLLOWS UP ON OUTSTANDING ISSUES. ALL INFORMATION IS SUBMITTED TO THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE AUDIT COMMITTEE IS RESPONSIBLE FOR TAKING ANY ADDITIONAL ACTION NEEDED. ANY PERSON WITH A CONFLICT ABSTAINS FROM VOTING ON THE RELATED ISSUE.
FORM 990, PART VI, SECTION B, LINE 15AREVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: THE COMPENSATION COMMITTEE, A SPECIAL SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, DETERMINES AND APPROVES THE PRESIDENT'S COMPENSATION. THE PROCESS STARTS WITH HR PROVIDING THE COMMITTEE WITH THE NECESSARY COMPENSATION DATA WHICH IS REVIEWED IN DETAIL AND INCLUDES PRIOR AND CURRENT COMPENSATION INFORMATION. THE COMMITTEE'S DECISION AND NOTES FROM THE COMMITTEE'S FINDINGS ARE PROVIDED TO HR. FOLLOWING THIS, THE COMPENSATION DECISION IS PRESENTED AT AN EXECUTIVE SESSION OF THE BOARD FOR APPROVAL. THIS PROCESS WAS LAST UNDERTAKEN IN FALL OF 2022.
FORM 990, PART VI, SECTION B, LINE 15BREVIEW OF TOP MANAGEMENT OFFICIAL COMPENSATION: THE PRESIDENT REVIEWS AND PROVIDES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE FOR FEEDBACK, ADJUSTMENTS TO THE OFFICERS AND KEY EMPLOYEE COMPENSATION BASED ON PEER COMPENSATION, BENCHMARKING REPORTS, GUIDELINES PROVIDED BY THE HR DEPARTMENT AND EMPLOYEE PERFORMANCE.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND F/S: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
SISTERS OF ST FRANCIS
22143 MAIN STREETOLDENBURGIN47036350868953RELIGIOUSIN501(C)(3)1NAfalse
INDEPENDENT COLLEGES OF INDIANA INC
30 S MERIDIAN STREETINDIANAPOLISIN46204310901001EDUC SUPPORTIN501(C)(3)12 TYPE INAfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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