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THE UNIVERSITY PROVIDED HIGHER EDUCATION SERVICES TO APPROXIMATELY 17,500 STUDENTS DURING THIS REVIEW PERIOD. BELLEVUE UNIVERSITY EFFECTIVELY ENGAGES STUDENTS IN EARNING AWARDS AND DEGREES THAT PREPARE THEM TO THRIVE IN A CONNECTED, COMPETITIVE WORLD. WE PROVIDE STUDENTS WITH A POWERFUL FOUNDATION FOR PERSONAL VALUE CREATION, INSTILLING THE CONFIDENCE THEY NEED TO TAKE CONTROL OF THEIR LIVES AND TO BE RESPONSIBLE CITIZENS OF THE GLOBAL COMMUNITY. WE TEACH THE VALUE OF A FREE MARKET, CAPITALIST ECONOMIC SYSTEM AND THE IMPORTANCE OF PRESERVING OUR AMERICAN HERITAGE OF A DEMOCRATIC AND FREE WAY OF LIFE. THE CONFIDENCE THEY NEED TO TAKE CONTROL OF THEIR LIVES AND TO BE RESPONSIBLE CITIZENS OF THE GLOBAL COMMUNITY. 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35553943 4668817 4287157 1317954 2969203 76785550 SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE TO BE USED FOR STUDENT SCHOLARSHIPS, FACULTY PROFESSIONAL GROWTH, AND FOR BOARD DESIGNATED PURPOSES. PART X, LINE 2 NO UNCERTAIN TAX POSITIONS WERE IDENTIFIED BY MANAGEMENT. THEREFORE, THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740). true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 BELLEVUE UNIVERSITY PUBLICIZES SUCH POLICY IN THE COLLEGE CATALOG, YEARLY STUDENT HANDBOOK, AND OTHER APPROPRIATE PUBLICATIONS. SCHEDULE E, PART I, LINE 6A BELLEVUE UNIVERSITY RECEIVES GRANTS AND CONTRACTS FROM THE UNITED STATES GOVERNMENT AND THE STATE OF NEBRASKA AND ADMINISTERS SUCH FUNDS IN THE FORM OF LOANS AND OTHER FINANCIAL ASSISTANCE FOR THE PURPOSE OF PROVIDING HIGHER EDUCATION TO ITS STUDENTS. true SCHOLARSHIP & GRANTS 1151 6539426 FMV SCHOLARSHIPS SCHEDULE I, PART I, LINE 2 FINANCIAL AID MONITORS ALL OF THE SCHOLARSHIPS THAT ARE AWARDED TO THE STUDENTS TO ENSURE THAT THEY MEET THE REQUIRED GUIDELINES X true true X X X X false false false false false false false false false GERALD BLASIG VP, ADMINISTRATION 141426 22084 11384 7802 182696 DAVID HOPPE ASSOCIATE PROFESSOR 172170 10360 5969 7791 196290 ROBERT KIZZIRE AVP, ENROLLMENT MANAGER 173010 16787 602 190399 MATTHEW DAVIS EVP, ADMIN SERVICES 239761 83418 19255 946 343380 MARY HAWKINS PRESIDENT 406008 130250 23279 661 560198 SHERRYE HUTCHERSON EVP, HUMAN RESOURCES & GUILD 224646 81190 17972 246 324054 ESTHER LUSTIG ASSISTANT PROFESSOR 174079 17397 5991 14593 212060 JAMES L NEKUDA VP, STRATEGIC PARTNERSHIPS 161048 21000 12100 11495 205643 JULIA CRONIN-GILMORE DIRECTOR, COLLEGE OF BUSINESS 203296 12762 6547 7231 229836 SCHEDULE J, PART I, QUESTION 1A FOR THE CURRENT REPORTING PERIOD THE USAGE OF THE COUNTRY CLUB MEMBERSHIP WAS FOR BUSINESS USE ONLY AND IS THEREFORE NOT TAXABLE COMPENSATION TO ANY EMPLOYEE. THE UNIVERSITY FOLLOWED ITS GENERAL EXPENSE POLICY FOR THESE EXPENSES, WHICH REQUIRES RECEIPT DOCUMENTATION TO BE PROVIDED PROVING THE BUSINESS PURPOSE FOR THE USE. A SARPY COUNTY 476006504 2022-04-28 32000000 EDUCATIONAL FACILITIES REVENUE BON false false false A 0 0 32000000 0 0 0 243000 0 0 0 31757000 0 false false false A false false false false 0 false false false false A false true false false true false 0 false 0 false false A false PART III,LINE 9 POLICIES HAVE NOT YET BEEN ADOPTED. THE TAXPAYER ANTICIPATES ADOPTING POLICIES IN THE FUTURE. IN THE INTERIM, THE TAXPAYER CONTINUES TO MAINTAIN GENERAL TAX COMPLIANCE POLICIES AND IN FURTHERANCE THEROF PERIODICALLY REVIEWS ITS BOND COVENANTS (INCLUDING COVENANTS RELATING TO TAX-EXEMPT STATUS) FOR COMPLIANCE. PART IV, LINE 7 POLICIES HAVE NOT YET BEEN ADOPTED. THE TAXPAYER ANTICIPATES ADOPTING POLICIES IN THE FUTURE. IN THE INTERIM, THE TAXPAYER CONTINUES TO MAINTAIN GENERAL TAX COMPLIANCE POLICIES AND IN FURTHERANCE THEROF PERIODICALLY REVIEWS ITS BOND COVENANTS (INCLUDING COVENANTS RELATING TO TAX-EXEMPT STATUS) FOR COMPLIANCE. JAVIER FERNANDEZ BOARD MEMBER 562533 UTILITIES false SCHEDULE L, PART IV Transactions disclosed on Part IV, Business Transactions Involving Interested Persons, reflect payments made to entities where these interested persons hold an officer position. These are not payments made directly to the interested persons. Javier Fernandez is the CFO of Omaha Public Power District (OPPD). OPPD provides utilities to the University. X 2 519944 FMV X GROCERIES 9 2814 RECEIPTS PROVIDED X SUPPLIES 1 215 RECEIPTS PROVIDED false false false SCHEDULE M, LINES 9, 25 & 26 THE NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED DISCLOSED ON SCHEDULE M, PART I, COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTION INSTANCES. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER, JOHN NELSON, IS THE CHAIRMAN AND FORMER CEO OF SILVERSTONE GROUP. THIS COMPANY PROVIDES INSURANCE RELATED SERVICES TO A LARGE NUMBER OF INDIVIDUALS AND COMPANIES. SOME OF THE ORGANIZATION'S DIRECTORS ARE EMPLOYED BY COMPANIES THAT DO BUSINESS WITH SILVERSTONE. JOHN KOTOUC IS A BOARD MEMBER AND THE CHAIRMAN/CEO OF AMERICAN NATIONAL BANK. OTHER DIRECTORS MAY HAVE BUSINESS RELATIONSHIPS WITH AMERICAN NATIONAL BANK. MIKE LEBENS AND FRED HUNZEKER ARE BOTH BU BOARD MEMBERS AS WELL AS MEMBERS OF THE TENASKA BOARD. JAVIER FERNANDEZ IS A BOARD MEMBER AND CFO OF OMAHA PUBLIC POWER DISTRICT (OPPD). MANY BOARD MEMBERS OR THEIR BUSINESSES LIKELY RECEIVE UTILITY SERVICES FROM OPPD. FORM 990, PART VI, SECTION B, LINE 11B THE FINALIZED FORM 990 IS MADE AVAILABLE TO THE UNIVERSITY BOARD FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS. A FORMAL DISCUSSION ABOUT SIGNIFICANT ISSUES RELATED TO THE FILING IS HELD AT THE NEXT SCHEDULED MEETING AFTER THE FORM IS COMPLETE. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY'S CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE REQUIRE ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS THAT MAY EXIST IN ACCORDANCE WITH REVISED AND SUGGESTED 990 GUIDELINES. THIS EXERCISE HAS BEEN COMPLETED AND DOCUMENTATION HAS BEEN OBTAINED FOR PURPOSES OF THE UNIVERSITY'S 2021 FORM 990 FILING. ADDITIONALLY, THE UNIVERSITY'S BOARD OF DIRECTORS ADOPTED STANDALONE POLICY STATEMENTS FOR WHISTLEBLOWER, DOCUMENT RETENTION AND DESTRUCTION, EXECUTIVE COMPENSATION, JOINT VENTURE, AND INVESTMENTS. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S BOARD OF DIRECTORS PERIODICALLY ENGAGES AN INDEPENDENT THIRD PARTY TO COMPILE COMPARABILITY DATA (I.E. DATA BASED ON THE SIZE OF THE ORGANIZATION'S ENROLLMENT, PROGRAM OFFERINGS,OPERATING BUDGETS, GEOGRAPHIC AREA, AND NONPROFIT STATUS) AND PROVIDE A FAIR MARKET VALUE ANALYSIS ON AN APPROPRIATE COMPENSATION PACKAGE TO BE PROVIDED TO THE PRESIDENT. THIS INFORMATION IS REVIEWED BY THE BOARD OF DIRECTORS AND USED TO ESTABLISH THE PRESIDENT'S COMPENSATION. SUCH APPROVAL IS DOCUMENTED CONTEMPORANEOUSLY IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15B FOR ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES, THE BOARD OF DIRECTORS PERIODICALLY REVIEWS COMPARABILITY DATA (I.E. DATA BASED ON THE SIZE OF THE ORGANIZATION'S ENROLLMENT, PROGRAM OFFERINGS, OPERATING BUDGETS, GEOGRAPHIC AREA, AND NONPROFIT STATUS), COMPILED BY INDEPENDENT THIRD PARTIES. THIS INFORMATION IS REVIEWED BY THE BOARD OF DIRECTORS AND USED TO ESTABLISH FAIR MARKET VALUE COMPENSATION FOR THESE EMPLOYEES. THE PRESIDENT MAKES AN ANNUAL REVIEW BASED ON A SALARY REPORT AND MARKETING DATA FROM THE COUNCIL OF INDEPENDENT NEBRASKA COLLEGES (CINC). FORM 990, PART VI, SECTION C, LINE 19 TO THE EXTENT THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE SUBJECT TO FEDERAL AND STATE DISCLOSURE RULES, THESE DOCUMENTS ARE MADE PUBLICLY AVAILABLE UPON REQUEST AS APPLICABLE LAW MAY REQUIRE. FINANCIAL STATEMENTS FORM 990, PART XII, QUESTION 2B BELLEVUE UNIVERSITY'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTANT ON A CONSOLIDATED BASIS WITH BELLEVUE UNIVERSITY FOUNDATION. ALL OTHER EXPENSES FORM 990, PART IX, LINE 24E PROGRAM SERVICE MANAGEMENT & FUNDRAISING EXPENSE GENERAL EXPENSE EXPENSE -------------- --------------- ------------- ATHLETIC EXPENSE $371,114 0 0 BANK & REG FEES 77,461 106,459 MEMBERSHIPS 110,813 136,004 11,646 SUPPLIES 194,510 150,763 3,379 STUDENT RELATED EXP 60,804 282,710 96 EQUIPMENT RENTAL & MAINTENANCE 191,625 56,792 0 DUES & SUBSCRIPTIONS 785,483 28,719 156 POSTAGE & SHIPPING 84,942 62,724 1,290 GENERAL EXPENSE 105,880 170,287 13,306 FOOD SERVICE EXPENSE 126,274 81,601 1,271 PROMOTIONAL EXPENSE 32,351 64,834 0 COMMUNITY SUPPORT 56,136 564,182 0 RENT EXPENSE 3,342 94,159 0 ----------- ------------ ------------ $2,200,735 $1,799,234 $31,144 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER FEES TOTAL FEES:4142536 FORM 990 PART IX LINE 11G DESCRIPTION:FEES FOR STUDENT SERVICES TOTAL FEES:18403984 BELLEVUE UNIVERSITY FOUNDATION 1000 GALVIN ROAD SOUTH BELLEVUE NE 68005 363479801 FUNDRAISING NE 501(C)(3) 5 BELLEVUE UNI true BU VENTURES INC 1000 GALVIN ROAD SOUTH BELLEVUE NE 68005 465247928 LEAD GENERATI NE BELLEVUE UNIV C CORP -1476 130816 1.00000 true false false true false false false false false false false false false false false false false false false BELLEVUE UNIVERSITY FOUNDATION C 350 FMV