2023-05-15T11:55:19-05:00 2022-06-30 FORVIS LLP 111 E Wayne St Suite 600 Fort Wayne IN 46802 990 2021-07-01 341226547 LOURDES UNIVERSITY % BRYAN BARSHEL CPA LOUR 4198243730 6832 CONVENT BLVD SYLVANIA OH 43560 BRYAN BARSHEL CFO & VP OF FINANCE 4198243730 2022-05-15 true RANDY ROTHENBUHLER 999009999 Lauren R Denton P01571860 2604604000 2 2021 2023-04-26 12:10:37Z TERRY KELLER 6832 CONVENT BLVD SYLVANIA OH 43560 42844621 false X WWW.LOURDES.EDU X 1958 OH LOURDES UNIVERSITY, ROOTED IN CATHOLIC AND FRANCISCAN TRADITIONS, PROVIDES A VALUES-CENTERED EDUCATION THAT ENRICHES LIVES AND ADVANCES ACADEMIC EXCELLENCE. 26 25 569 200 98733 0 9061510 11882491 29015232 27202062 505520 1186500 -13312 -27277 38568950 40243776 10320477 10557426 0 0 14665583 14148242 0 0 887853 16263035 18266588 41249095 42972256 -2680145 -2728480 53479369 45294927 23273525 20088562 30205844 25206365 LOURDES UNIVERSITY, ROOTED IN CATHOLIC AND FRANCISCAN TRADITIONS, PROVIDES A VALUES-CENTERED EDUCATION THAT ENRICHES LIVES AND ADVANCES ACADEMIC EXCELLENCE THROUGH THE INTEGRATION OF THE LIBERAL ARTS AND PROFESSIONAL STUDIES. false false 16755482 10557426 27131257 HIGHER EDUCATION: 1,112 UNDERGRADUATE STUDENTS ENROLLED: BACHELORS DEGREES ARE OFFERED IN MAJORS INCLUDING ART, HISTORY, ENGLISH, MUSIC, PHILOSOPHY, BIOLOGY, THEOLOGICAL STUDIES, BUSINESS, NURSING, SOCIOLOGY, SOCIAL WORK, AND LIBRARY STUDIES. 200 GRADUATE STUDENTS ENROLLED: MASTERS DEGREES ARE OFFERED IN NURSING, NURSE ANESTHESIA, BUSINESS, THEOLOGICAL STUDIES, AND ORGANIZATIONAL LEADERSHIP. ORGANIZATIONAL LEADERSHIP. 20636802 HIGHER EDUCATION: STUDENT SERVICES ARE OFFERED IN THE AREAS OF ADMISSIONS, FINANCIAL AID COUNSELING, CAMPUS MINISTRY, LEARNING RESOURCES, CAREER SERVICES, ATHLETICS FINANCIAL ASSISTANCE, DISABILITY SERVICES, PERSONAL COUNSELING, AND RESIDENTIAL LIFE. 177281 70805 HIGHER EDUCATION: THE FRANCISCAN CENTER IS A CONFERENCE CENTER WHICH EXTENDS THE SOCIAL AND EDUCATION MINISTRIES OF THE SISTERS OF SAINT FRANCIS BY PRESENTING CULTURAL AND PERFORMING ARTS, EDUCATION PROGRAMMING, AND EXTENDING ADMINISTRATIVE AND TECHNICAL HOSPITALITY SERVICES. 37569565 true true false false false false false false false true true false false false true false false true true false false false false false true false false false true true true false false false false false false false false false false false false false false true true false false false true 82 0 569 true true true false false false false true true false false false false false false X 26 25 false false false false true true true true true false false true true true true true true true false false OH X BRYAN BARSHEL CPA 4198243730 6832 CONVENT BLVD SYLVANIA OH 43560 MARY ANN GAWELEK PRESIDENT 45.0 0.0 X X 296702 0 65088 SUSAN RAWSON DIRECTOR OF NAP 40.0 0.0 X 209131 0 8434 MARY SABIN VP INSTITUTIONAL ADVANCEMENT 45.0 0.0 X 152838 0 13365 JEFFREY LILES VP OF ENROLLMENT 45.0 0.0 X 140734 0 20044 TERRY KELLER PROVOST 45.0 0.0 X 140078 0 13911 RANDY ROTHENBUHLERLEFT 522 VP OF FINANCE & ADMINSTRATION 45.0 0.0 X 141034 0 9425 HOWARD BROWN ASSISTANT DIRECTOR OF NAP 40.0 0.0 X 134552 0 2565 GREGORY KNESER VP OF STUDENT SERVICES 45.0 0.0 X 103188 0 11433 SR BARBARA VANO OSF VP OF MISSION & MINISTRY 45.0 0.0 X 84830 0 13355 MICHAEL KORALEWSKI BOARD CHAIR 1.0 0.0 X X 0 0 0 WILLIAM J CARROLL BOARD VICE CHAIR 1.0 0.0 X X 0 0 0 CHRYS PETERSON BOARD SECRETARY 1.0 0.0 X X 0 0 0 THOMAS J WINSTON BOARD TREASURER 1.0 0.0 X X 0 0 0 THOMAS E BRADY BOARD MEMBER 1.0 0.0 X 0 0 0 GEORGE A BRYMER JR BOARD MEMBER 1.0 0.0 X 0 0 0 PARISS M COLEMAN II BOARD MEMBER 1.0 0.0 X 0 0 0 SUSAN CONDA BOARD MEMBER 1.0 0.0 X 0 0 0 THOMAS P DILLON BOARD MEMBER 1.0 0.0 X 0 0 0 SHEILA EASON BOARD MEMBER 1.0 0.0 X 0 0 0 JAMES GANT BOARD MEMBER 1.0 0.0 X 0 0 0 CARRIE A HADDIX BOARD MEMBER 1.0 0.0 X 0 0 0 JAY R JINDAL BOARD MEMBER 1.0 0.0 X 0 0 0 MAUREEN KENNEY BOARD MEMBER 1.0 0.0 X 0 0 0 ELAINE K LEWANDOWSKI BOARD MEMBER 1.0 0.0 X 0 0 0 RITA MANSOUR BOARD MEMBER 1.0 0.0 X 0 0 0 SR RACHEL M NIJAKOWSKI OSF BOARD MEMBER 1.0 0.0 X 0 0 0 SR LAUREEN PAINTER OSF BOARD MEMBER 1.0 0.0 X 0 0 0 ARTURO POLIZZI BOARD MEMBER 1.0 0.0 X 0 0 0 BRADLEY J RIEGER BOARD MEMBER 1.0 0.0 X 0 0 0 SR REBECCA RUTKOWSKI OSF BOARD MEMBER 1.0 0.0 X 0 0 0 SEAN SAVAGE BOARD MEMBER 1.0 0.0 X 0 0 0 HUSSIEN SHOUSHER BOARD MEMBER 1.0 0.0 X 0 0 0 RICHARD SWEENEY BOARD MEMBER 1.0 0.0 X 0 0 0 MARTHA VETTER BOARD MEMBER 1.0 0.0 X 0 0 0 1403087 0 157620 8 false true false DYNAMIC CAMPUS SOLUTIONS 2806 FLINTROCK TRACE SUITE A205 AUSTIN TX 78738 TECHNOLOGY SERVICES 2010278 AVI FOODSYSTEMS INC 2590 ELM ROAD NE WARREN OH 44483 FOOD SERVICE 959797 ANTHOLOGY INC 5201 CONGRESS AVE ST 220 BOCA RATON FL 33487 ERP SYSTEMS 462482 SINCLAIR BROADCASTING GROUP 10706 BEAVER DAM ROAD HUNT VALLEY MD 21030 ADVERTISING 314555 PROGRAM SOLUTIONS GROUP LLC 1718 INDIAN WOOD CIRCLE STE D MAUMEE OH 43537 CONSTRUCTION MGMT 205521 5 75274 2005715 7712172 2089330 5000 11882491 TUITION AND FEES 611310 23074291 23074291 ROOM AND BOARD 721310 3949746 3949746 OTHER FEES 611710 76 76 CONFERENCE AND HOSPITALITY 611310 107955 70805 37150 CATERING AND BEVERAGE 611310 69994 8411 61583 27202062 967915 967915 0 0 152181 175066 -22885 0 -22885 -22885 2626775 2408190 218585 218585 218585 13197 75274 17589 -4392 -4392 0 0 0 0 0 0 0 40243776 27103329 98733 1159223 0 10557426 10557426 0 0 1386203 758223 543789 84191 0 9683693 8413489 865238 404966 263484 202680 47691 13113 2034994 1400399 540734 93861 779868 656912 87832 35124 0 23136 23136 101631 101631 0 0 18727 18727 1348116 1348116 1171864 993645 174719 3500 3870269 3370031 411829 88409 2434702 2072561 362141 0 4622842 4094641 528201 773292 696138 77028 126 0 45099 38130 6872 97 602361 602361 0 2274457 2084781 26350 163326 494880 494880 DUES AND MEMBERSHIPS 207851 110152 96559 1140 RECRUITMENT EXPENSE 277361 277361 42972256 37569565 4514838 887853 1100 1100 4447191 3077977 956198 1024601 2328708 1975811 0 0 0 0 716486 703164 0 0 896244 583403 44700244 19123637 26519447 25576607 17519233 12252524 0 0 0 0 0 0 94762 99740 53479369 45294927 2504815 2568175 0 0 4697328 1421084 10584059 10364410 0 0 0 0 4483108 4330775 500000 850000 504215 554118 23273525 20088562 X 16055780 12365239 14150064 12841126 30205844 25206365 53479369 45294927 X -2728480 -2998168 998442 -271273 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10337286 270702 -1496553 324610 188485 11123 8587217 8530811 185576 2119262 305794 183423 9146 10337286 8455356 163649 320133 246050 152667 9610 8530811 8100749 220928 483152 199503 142074 7896 8455356 7610488 330205 486328 185665 132804 7803 8100749 0.03620 0.96380 false false 6198700 6198700 17354150 6218056 11136094 12722600 7840406 4882194 7745856 4638982 3106874 678938 426193 252745 25576607 0 ANNUITIES PAYABLE 25425 ADVANCES FROM GOVERNMENT 528693 554118 X 27861150 -2998168 998442 174526 -1825200 29686350 10557426 10557426 40243776 32589356 174526 174526 32414830 10557426 10557426 42972256 SCHEDULE D, PART V, LINE 4 THE INTENDED USE OF THE UNIVERSITY'S ENDOWED FUNDS IS TO PROVIDE EQUITABLE SCHOLARSHIPS AND GRANT OPPORTUNITIES FOR STUDENTS OVER TIME AS WELL AS PROVIDE SOME FINANCIAL SUPPORT TO THE UNIVERSITY. ALL DONOR FUNDS ARE MANAGED ACCORDING TO DONOR RESTRICTIONS. SCHEDULE D, PART XI, LINE 2D AUXILLARY $ (540) RENTAL EXPENSE $ 175,066 TOTAL $ 174,526 SCHEDULE D, PART XI, LINE 4B STUDENT AID $ 10,557,426 SCHEDULE D, PART XII, LINE 2D AUXILLARY $ (540) RENTAL EXPENSE $ 175,066 TOTAL $ 174,526 SCHEDULE D, PART XII, LINE 4B STUDENT AID $ 10,557,426 SCHEDULE D, ASC 740 FOOTNOTE 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. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 CURRENTLY LOURDES DOES NOT EXPLICITLY STATE THE NON-DISCRIMINATION POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA. HOWEVER THE UNIVERSITY DOES DRAW ITS STUDENTS FROM LOCAL COMMUNITY AND DOES FOLLOW A NON-DISCRIMINATION POLICY. THE POLICY IS EASILY ACCESSIBLE ON THE LOURDES WEBSITE INCLUDING CONTACT INFORMATION. SCHEDULE E, PART I, LINE 6A FEDERAL FINANCIAL AID IS RECEIVED FOR STUDENT GRANT/LOAN PURPOSES. HIT THE LINKS 88471 75274 13197 17589 0 88471 75274 13197 17589 17589 -4392 true DONOR FUNDED SCHOLARSHIPS 206 427756 INSTITUTIONAL SCHOLARSHIPS 891 10129670 SCHEDULE I, PART I, LINE 2 THE FINANCIAL AID OFFICE MONITORS THE AWARDS OF ALL FEDERAL STUDENT AID AND GRANTS. X X true true X X X X false false false false false false false false false MARY ANN GAWELEK PRESIDENT 240606 0 50000 0 6096 0 10803 0 54285 0 361790 0 TERRY KELLER PROVOST 138814 0 1000 0 264 0 3554 0 10357 0 153989 0 RANDY ROTHENBUHLERLEFT 522 VP OF FINANCE & ADMINSTRATION 139758 0 1000 0 276 0 119 0 9306 0 150459 0 MARY SABIN VP INSTITUTIONAL ADVANCEMENT 150651 0 1000 0 1187 0 4060 0 9305 0 166203 0 JEFFREY LILES VP OF ENROLLMENT 138547 0 1000 0 1187 0 0 0 20044 0 160778 0 SUSAN RAWSON DIRECTOR OF NAP 204423 0 1000 0 3708 0 8187 0 247 0 217565 0 SCHEDULE J, PART I, LINE 1A A HOUSE IS PROVIDED FOR USE BY THE PRESIDENT DURING THEIR EMPLOYMENT WITH THE UNIVERSITY. THE PRESIDENT IS REQUIRED TO LIVE THERE FOR THE CONVENIENCE OF LOURDES UNIVERSITY AND THE PRESIDENT CONDUCTS BUSINESS ACTIVITIES FROM HOME. THE HOUSE IS NON-TAXABLE. ADDITIONALLY, THE UNIVERSITY PAYS FOR MEMBERSHIP AT AN AREA COUNTRY CLUB FOR THE PRESIDENT DURING THEIR EMPLOYMENT. THIS IS FOR BUSINESS USE AND IS SUBSTANTIATED BY DETAILED INVOICES. THE COST OF THE MEMBERSHIP IS CONSIDERED NONTAXABLE. A TOLEDO-LUCAS COUNTY PORT AUTHORITY 346406986 2020-08-01 10480000 BUILDINGS AND STRUCTURES false false false A 336667 0 10480000 0 0 8570849 206551 0 0 10327557 0 0 true false true true A false false false false 0 true false false true A false true false false true false 0 false 0 false true A false FORM 990, PART VI, SECTION A, LINE 1B MARY ANN GAWELEK IS A COMPENSATED EMPLOYEE OF LOURDES UNIVERSITY AND IS THEREFORE CONSIDERED A NON-INDEPENDENT BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 6 LOURDES UNIVERSITY IS A SPONSORED MINISTRY OF THE SISTERS OF SAINT FRANCIS. THE SISTERS APPROVE ALL UNIVERSITY BOARD MEMBERS AND CERTAIN LARGE TRANSACTIONS MAKING THEM A MEMBER. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS RECOMMENDED BY THE ADMINISTRATION OF THE UNIVERSITY AND APPROVED BY THE BOARD OF TRUSTEES AND THE SISTERS OF SAINT FRANCIS MUST APPROVE ANY PURCHASES, SALE OF ASSETS OR BORROWING OVER $500,000. THE SISTERS MUST ALSO APPROVE THE HIRING OF THE PRESIDENT OF THE UNIVERSITY WHEN APPLICABLE. FORM 990, PART VI, SECTION A, LINE 7B THE LEADERSHIP OF THE SISTERS OF SAINT FRANCIS MUST APPROVE ALL BOARD MEMBERS AS WELL AS PRESIDENTIAL HIRES. IN ADDITION PURCHASES, SALES OR BORROWING OF $500,000 OR GREATER REQUIRES THEIR APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND IS REVIEWED BY MANAGEMENT. A COPY IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICIES ARE REVIEWED WITH CURRENT BOARD MEMBERS. AS CONFLICTS ARISE, THE FULL BOARD IS MADE AWARE OF THE CONFLICT AND AFFECTED MEMBER WILL RECUSE THEMSELVES FROM RELEVANT DISCUSSIONS AND SUBSEQUENT VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PRESIDENT'S OVERALL COMPENSATION PACKAGE. THEY ENGAGE USI CONSULTING GROUP TO PROVIDE COMPARABLE DATA TO DETERMINE A COMPETITIVE PACKAGE. THE COMMITTEE MAINTAINS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING FOR ALL DISCUSSIONS RELATED TO PRESIDENT'S OVERALL COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 LOURDES UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $(271,273) LOURDES PROPERTIES 6832 CONVENT BLVD SYLVANIA OH 43560 341968998 PUBLIC APT RE OH 173508 11034726 LOURDES UNIV CENTER ENTERPRISES 6832 CONVENT BLVD SYLVANIA OH 43560 341809820 CATERING SERV OH 48742 53854 LOURDES UNIV LOURDES MAIN ST PROPERTIES 6832 CONVENT BLVD SYLVANIA OH 43560 341226547 HOLD PROPERTY OH 189207 LOURDES UNIV SISTERS OF ST FRANCIS SYLVANIA 6832 CONVENT BLVD SYLVANIA OH 43560 344450609 RELIGIOUS OH 501(C)(3) 1 NA false false false true false true false false false false false true false true true true true true false false