LOURDES UNIVERSITY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LOURDES UNIVERSITY (EIN 34-1226547)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202531349349307248
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T13:29:33+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Wayne Street Suite 600 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341226547 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOURDES UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUR | BusinessNameControlTxt |
| Phone | 4198243730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6832 CONVENT BLVD | AddressLine1Txt |
| City | SYLVANIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIRANDA ZATKO CPA | PersonNm |
| Person Title | CFO & VP OF FINANCE | PersonTitleTxt |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BISSET | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6832 CONVENT BLVD | AddressLine1Txt |
| City | SYLVANIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,014,056 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LOURDES.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | LOURDES UNIVERSITY, ROOTED IN CATHOLIC AND FRANCISCAN TRADITIONS, PROVIDES A VALUES-CENTERED EDUCATION THAT ENRICHES LIVES AND ADVANCES ACADEMIC EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 593 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $97,198 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,794,296 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,652,366 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,322,041 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,108,602 | CYProgramServiceRevenueAmt |
| PY Investment Income | $900,542 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,027,204 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$65,794 | PYOtherRevenueAmt |
| CY Other Revenue | $248,638 | CYOtherRevenueAmt |
| PY Total Revenue | $36,951,085 | PYTotalRevenueAmt |
| CY Total Revenue | $35,036,810 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,622,739 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,589,429 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,919,026 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,819,520 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $903,917 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,926,316 | PYOtherExpensesAmt |
| CY Other Expenses | $16,381,678 | CYOtherExpensesAmt |
| PY Total Expenses | $42,468,081 | PYTotalExpensesAmt |
| CY Total Expenses | $39,790,627 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,516,996 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,753,817 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,164,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,209,529 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,866,772 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,148,015 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,298,120 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,061,514 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $18,487,761 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,010,628 | ExpenseAmt |
| Grant | $9,589,429 | GrantAmt |
| Revenue | $24,011,404 | RevenueAmt |
| Desc | HIGHER EDUCATION: 827 UNDERGRADUATE STUDENTS ENROLLED: BACHELOR'S DEGREES ARE OFFERED IN MAJORS INCLUDING ART, HISTORY, ENGLISH, MUSIC, PHILOSOPHY, BIOLOGY, THEOLOGICAL STUDIES, BUSINESS, NURSING, SOCIOLOGY, SOCIAL WORK, AND LIBRARY STUDIES. 187 GRADUATE STUDENTS ENROLLED: MASTER'S AND/OR DOCTORAL DEGREES ARE OFFERED IN NURSING, NURSE ANESTHESIA, BUSINESS, THEOLOGICAL STUDIES, AND ORGANIZATIONAL LEADERSHIP. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $251,402 | ExpenseAmt |
| Revenue | $97,198 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $33,749,791 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1066 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 593 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIRANDA ZATKO CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4198243730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6832 CONVENT BLVD | AddressLine1Txt |
| City | SYLVANIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| CHRYS PETERSON | ||||||||
| SECRETARY | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PARISS M COLEMAN II | ||||||||
| CHAIR | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TERRY KELLER LEFT 062024 | ||||||||
| PROVOST AND INTERIM PRESIDENT | 45.0 | Yes (X) | Yes (X) | $210,256 | $0 | $37,561 | ||
| THOMAS J WINSTON | ||||||||
| TREASURER | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS P DILLON | ||||||||
| VICE CHAIR | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| William Bisset | ||||||||
| President | 50.0 | Yes (X) | Yes (X) | $191,602 | $0 | $19,121 | ||
| ALAN SATTLER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| CARRIE A HADDIX | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ENSTONE | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE A BRYMER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R GANT ESQ | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JAY R JINDAL | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| KAYE ALDRIDGE | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA E VETTER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MAUREEN M KENNEY | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL S KORALEWSKI | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK TROMPETER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD S SWEENEY | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| SEAN E SAVAGE | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| SR LAUREEN M PAINTER OSF | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| SR RACHEL M NIJAKOWSKI OSF | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| SR REBECCA A RUTKOWSKI OSF | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN L CONDA | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J CARROLL | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| ASHLEY BENSON START 022024 | ||||||||
| VP OF STUDENT AFFAIRS | 45.0 | Yes (X) | $0 | $0 | $0 | |||
| BRYAN BARSHEL | ||||||||
| VP OF FINANCE AND ADMINISTRATION | 45.0 | Yes (X) | $139,490 | $0 | $31,216 | |||
| KATE BEUTEL | ||||||||
| INTERIM PROVOST | 45.0 | Yes (X) | $94,865 | $0 | $28,815 | |||
| MARY SABIN LEFT 032024 | ||||||||
| VP OF INSTITUTIONAL ADVANCEMENT | 45.0 | Yes (X) | $150,878 | $0 | $16,029 | |||
| SCOTT WILLS START 062024 | ||||||||
| VP OF IA | 45.0 | Yes (X) | $0 | $0 | $0 | |||
| SR BARBARA VANO OSF | ||||||||
| VP OF MISSION AND MINISTRY | 45.0 | Yes (X) | $84,660 | $0 | $14,615 | |||
| CHRISTINA SILKA | ||||||||
| DEAN OF COLLEGE OF NURSING | 40.0 | $148,097 | $0 | $8,066 | Yes (X) | |||
| HOWARD BROWN | ||||||||
| ASSISTANT DIRECTOR OF NAP | 40.0 | $135,128 | $0 | $3,391 | Yes (X) | |||
| SUSAN RAWSON | ||||||||
| DIRECTOR OF NAP | 40.0 | $216,066 | $0 | $10,573 | Yes (X) | |||
| JEFFERY LILES LEFT 052023 | ||||||||
| VP OF ENROLLMENT | 45.0 | $97,137 | $0 | $11,679 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,468,179 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $181,066 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DYNAMIC CAMPUS SOLUTIONS | |||||
| 2806 FLINTROCK TRACE SUITE A205 | AUSTIN | TX | 78738 | TECHNOLOGY SERVICE | $2,231,161 |
| AVI FOODSYSTEMS INC | |||||
| 2590 ELM ROAD NE | WARREN | OH | 44483 | FOOD SERVICE | $908,968 |
| SYNERGIS EDUCATION | |||||
| 1201 S ALMA SCHOOL ROAD | MESA | AZ | 85210 | ENROLLMENT SERVICES | $442,386 |
| SPARK451 INC | |||||
| 865 MERRICK AVE STE 451 | WESTBURY | NY | 11590 | ENROLLMENT SERVICES | $246,430 |
| ANTHOLOGY INC | |||||
| 5201 CONGRESS AVE ST 220 | BOCA RATON | FL | 33487 | ERP SYSTEMS | $201,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $67,504 | FundraisingAmt |
| Related Organizations | $7,340,000 | RelatedOrganizationsAmt |
| Government Grants | $1,435,205 | GovernmentGrantsAmt |
| All Other Contributions | $809,657 | AllOtherContributionsAmt |
| Noncash Contributions | $5,934 | NoncashContributionsAmt |
| Total Contributions | $9,652,366 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611310 | $19,992,160 | $19,992,160 | |
| ROAM AND BOARD | 721310 | $3,591,271 | $3,591,271 | |
| OTHER PROGRAM SERVICE | 611310 | $427,973 | $427,973 | |
| CONFERENCE AND HOSPITALITY | 611310 | $45,673 | $45,673 | |
| CATERING AND BEVERAGE | 611310 | $51,525 | $51,525 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,108,602 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $398,234 | TotalRevenueColumnAmt |
| Exclusion | $398,234 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $379,062 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $130,273 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $248,789 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $248,789 | TotalRevenueColumnAmt |
| Exclusion | $248,789 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,464,407 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $835,437 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $628,970 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $628,970 | TotalRevenueColumnAmt |
| Exclusion | $628,970 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $11,385 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $67,504 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,536 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$151 | TotalRevenueColumnAmt |
| Exclusion | -$151 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,036,810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,011,404 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $97,198 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,275,842 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,589,429 | TotalAmt |
| Program Services | $9,589,429 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,280,058 | TotalAmt |
| Program Services | $591,638 | ProgramServicesAmt |
| Management And General | $621,791 | ManagementAndGeneralAmt |
| Fundraising | $66,629 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,522,809 | TotalAmt |
| Program Services | $8,204,040 | ProgramServicesAmt |
| Management And General | $783,089 | ManagementAndGeneralAmt |
| Fundraising | $535,680 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,973 | TotalAmt |
| Program Services | $236,432 | ProgramServicesAmt |
| Management And General | $37,607 | ManagementAndGeneralAmt |
| Fundraising | $18,934 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,940,023 | TotalAmt |
| Program Services | $1,327,317 | ProgramServicesAmt |
| Management And General | $509,454 | ManagementAndGeneralAmt |
| Fundraising | $103,252 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $783,657 | TotalAmt |
| Program Services | $631,417 | ProgramServicesAmt |
| Management And General | $108,104 | ManagementAndGeneralAmt |
| Fundraising | $44,136 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,924 | TotalAmt |
| Management And General | $175,924 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,100 | TotalAmt |
| Management And General | $64,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,089 | TotalAmt |
| Management And General | $15,089 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,361,462 | TotalAmt |
| Program Services | $1,330,615 | ProgramServicesAmt |
| Management And General | $9,847 | ManagementAndGeneralAmt |
| Fundraising | $21,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,290 | TotalAmt |
| Program Services | $183,116 | ProgramServicesAmt |
| Management And General | $18,109 | ManagementAndGeneralAmt |
| Fundraising | $2,065 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,986,131 | TotalAmt |
| Program Services | $1,470,429 | ProgramServicesAmt |
| Management And General | $433,198 | ManagementAndGeneralAmt |
| Fundraising | $82,504 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,474,395 | TotalAmt |
| Program Services | $1,782,668 | ProgramServicesAmt |
| Management And General | $691,727 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,729,690 | TotalAmt |
| Program Services | $4,490,949 | ProgramServicesAmt |
| Management And General | $238,741 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $735,323 | TotalAmt |
| Program Services | $721,260 | ProgramServicesAmt |
| Management And General | $13,853 | ManagementAndGeneralAmt |
| Fundraising | $210 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,583 | TotalAmt |
| Program Services | $73,263 | ProgramServicesAmt |
| Management And General | $22,204 | ManagementAndGeneralAmt |
| Fundraising | $2,116 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,936 | TotalAmt |
| Management And General | $548,936 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,414,734 | TotalAmt |
| Program Services | $2,228,582 | ProgramServicesAmt |
| Management And General | $160,091 | ManagementAndGeneralAmt |
| Fundraising | $26,061 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,921 | TotalAmt |
| Program Services | $7,579 | ProgramServicesAmt |
| Management And General | $573,342 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RECRUITMENT EXPENSE | $643,033 | $642,233 | $800 | |
| DUES AND MEMBERSHIPS | $221,806 | $109,563 | $110,913 | $1,330 |
| BAD DEBT EXPENSE | $129,261 | $129,261 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,790,627 | TotalAmt |
| Program Services | $33,749,791 | ProgramServicesAmt |
| Management And General | $5,136,919 | ManagementAndGeneralAmt |
| Fundraising | $903,917 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $384 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,088,085 | BOYAmt |
| EOY | $1,176,495 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,224,923 | BOYAmt |
| EOY | $857,745 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,248,517 | BOYAmt |
| EOY | $534,939 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,323 | BOYAmt |
| EOY | $564,033 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573,226 | BOYAmt |
| EOY | $384,920 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,043,390 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,839,565 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,143,272 | BOYAmt |
| EOY | $21,203,825 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,141,606 | BOYAmt |
| EOY | $11,989,061 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,940 | BOYAmt |
| EOY | $1,498,127 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,164,892 | BOYAmt |
| EOY | $38,209,529 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,110,746 | BOYAmt |
| EOY | $2,423,815 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,223,447 | BOYAmt |
| EOY | $1,109,190 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,492,090 | BOYAmt |
| EOY | $9,302,920 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,802,183 | BOYAmt |
| EOY | $4,558,027 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,306 | BOYAmt |
| EOY | $754,063 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,866,772 | BOYAmt |
| EOY | $18,148,015 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,673,521 | BOYAmt |
| EOY | $6,425,693 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,624,599 | BOYAmt |
| EOY | $13,635,821 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,298,120 | BOYAmt |
| EOY | $20,061,514 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,164,892 | BOYAmt |
| EOY | $38,209,529 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,753,817 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $46,586 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $2,353,453 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $117,172 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,940,750 | BeginningYearBalanceAmt |
| Contributions | $164,310 | ContributionsAmt |
| Investment Earnings Or Losses | $770,183 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $436,802 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$3,863 | OtherExpendituresAmt |
| End Year Balance | $9,442,304 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,587,217 | BeginningYearBalanceAmt |
| Contributions | $225,282 | ContributionsAmt |
| Investment Earnings Or Losses | $588,029 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $281,244 | GrantsOrScholarshipsAmt |
| Other Expenditures | $171,075 | OtherExpendituresAmt |
| Administrative Expenses | $7,459 | AdministrativeExpensesAmt |
| End Year Balance | $8,940,750 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,337,286 | BeginningYearBalanceAmt |
| Contributions | $270,702 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,496,553 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $324,610 | GrantsOrScholarshipsAmt |
| Other Expenditures | $188,485 | OtherExpendituresAmt |
| Administrative Expenses | $11,123 | AdministrativeExpensesAmt |
| End Year Balance | $8,587,217 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,530,811 | BeginningYearBalanceAmt |
| Contributions | $185,576 | ContributionsAmt |
| Investment Earnings Or Losses | $2,119,262 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $305,794 | GrantsOrScholarshipsAmt |
| Other Expenditures | $183,423 | OtherExpendituresAmt |
| Administrative Expenses | $9,146 | AdministrativeExpensesAmt |
| End Year Balance | $10,337,286 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,455,356 | BeginningYearBalanceAmt |
| Contributions | $163,649 | ContributionsAmt |
| Investment Earnings Or Losses | $320,133 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $246,050 | GrantsOrScholarshipsAmt |
| Other Expenditures | $152,667 | OtherExpendituresAmt |
| Administrative Expenses | $9,610 | AdministrativeExpensesAmt |
| End Year Balance | $8,530,811 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0318 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9682 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,631,201 | OtherCostOrOtherBasisAmt |
| Book Value | $3,631,201 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,028,867 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,337,248 | DepreciationAmt |
| Book Value | $9,691,619 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,060,279 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,195,041 | DepreciationAmt |
| Book Value | $4,865,238 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,330,562 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,792,630 | DepreciationAmt |
| Book Value | $1,537,932 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,992,481 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,514,646 | DepreciationAmt |
| Book Value | $1,477,835 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,203,825 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $34,105 |
| ADVANCES FROM GOVERNMENT | $500,937 |
| FINANCE LEASE LIABILITIES | $219,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $754,063 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $27,977,693 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $46,586 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,353,453 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $130,273 | OtherRevenueAmt |
| Revenue Not Reported | $2,530,312 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,447,381 | RevenueSubtotalAmt |
| Other Revenues Not Included | $9,589,429 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $9,589,429 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,036,810 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,331,471 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $130,273 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $130,273 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,201,198 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $9,589,429 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,589,429 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $39,790,627 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 FIN 48 (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. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | 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 2(d) Other revenues in audited financial statements not in form 990 | RENTAL EXPENSE - 130273 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | STUDENT AID - 9589429 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | RENTAL EXPENSE - 130273 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | STUDENT AID - 9589429 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | CURRENTLY, LOURDES DOES NOT EXPLICITLY STATE THE NON-DISCRIMINATION POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA. HOWEVER, THE UNIVERSITY DOES DRAW ITS STUDENTS FROM LOCAL COMMUNITIY AND DOES FOLLOW A NON-DISCRIMINATION POLICY. THE POLICY IS EASILY ACCESSIBLE ON THE LOURDES WEBSITE INCLUDING CONTACT INFORMATION. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | FEDERAL FINANCIAL AID IS RECEIVED FOR STUDENT GRANT/LOAN PURPOSES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HIT THE LINKS | Event1Nm |
| Gross Receipts Event1 | $78,889 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $67,504 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,385 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,536 | RentFacilityCostsEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $78,889 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $67,504 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $11,385 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,536 | RentFcltyCostsTotalEventsAmt |
| Direct Expense Summary Events | $11,536 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$151 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| DONOR FUNDED SCHOLARSHIPS | 240 | $591,019 |
| INSTITUTIONAL SCHOLARSHIPS | 705 | $8,998,410 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | THE FINANCIAL AID OFFICE MONITORS THE AWARDS OF ALL FEDERAL STUDENT AID AND GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| William Bisset | ||||||||||||||
| President | $190,441 | $0 | $0 | $0 | $1,161 | $0 | $6,216 | $0 | $12,905 | $0 | $210,723 | $0 | $0 | $0 |
| TERRY KELLER LEFT 062024 | ||||||||||||||
| PROVOST AND INTERIM PRESIDENT | $209,874 | $0 | $0 | $0 | $382 | $0 | $5,466 | $0 | $32,095 | $0 | $247,817 | $0 | $0 | $0 |
| JEFFERY LILES LEFT 052023 | ||||||||||||||
| VP OF ENROLLMENT | $96,630 | $0 | $0 | $0 | $507 | $0 | $1,190 | $0 | $10,489 | $0 | $108,816 | $0 | $0 | $0 |
| MARY SABIN LEFT 032024 | ||||||||||||||
| VP OF INSTITUTIONAL ADVANCEMENT | $148,850 | $0 | $0 | $0 | $2,028 | $0 | $6,120 | $0 | $9,909 | $0 | $166,907 | $0 | $0 | $0 |
| BRYAN BARSHEL | ||||||||||||||
| VP OF FINANCE AND ADMINISTRATION | $138,200 | $0 | $0 | $0 | $1,290 | $0 | $6,000 | $0 | $25,216 | $0 | $170,706 | $0 | $0 | $0 |
| SUSAN RAWSON | ||||||||||||||
| DIRECTOR OF NAP | $212,259 | $0 | $0 | $0 | $3,807 | $0 | $8,760 | $0 | $1,813 | $0 | $226,639 | $0 | $0 | $0 |
| CHRISTINA SILKA | ||||||||||||||
| DEAN OF COLLEGE OF NURSING | $144,592 | $0 | $0 | $0 | $3,505 | $0 | $5,783 | $0 | $2,283 | $0 | $156,163 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | A HOUSE WAS 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. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | 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 NON-TAXABLE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOLEDO-LUCAS COUNTY PORT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 346406986 | BondIssuerEIN |
| Bond Issued | 2020-08-01 | BondIssuedDt |
| Issue Price | $10,480,000 | IssuePriceAmt |
| Purpose | BUILDINGS AND STRUCTURES | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $725,000 | RetiredAmt |
| Total Proceeds | $10,480,000 | TotalProceedsAmt |
| Refunding Escrow | $8,570,849 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $206,551 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $10,327,557 | CapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (true) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a NON-INDEPENDENT BOARD MEMBERS | WILLIAM BISSET AND TERRY KELLER ARE A COMPENSATED EMPLOYEES OF LOURDES UNIVERSITY AND ARE THEREFORE CONSIDERED NON-INDEPENDENT BOARD MEMBERS. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | 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, Line 7a Members or stockholders electing members of governing body | 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, Line 7b Decisions requiring approval by members or stockholders | 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, Line 11b Review of form 990 by governing body | 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, Line 12c Conflict of interest policy | 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, Line 15a Process to establish compensation of top management official | 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, Line 19 Required documents available to the public | 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 Other changes in net assets or fund balances | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - 117172; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| LOURDES PROPERTIES | |||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341968998 | PUBLIC APT RENTALS | OH | $264,724 | $10,617,349 | LOURDES UNIVERSITY |
| CENTER ENTERPRISES | |||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341809820 | CATERING SERVICES | OH | $70,251 | $30,414 | LOURDES UNIVERSITY |
| LOURDES MAIN ST PROPERTIES | |||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341226547 | HOLD PROPERTY | OH | $0 | $189,207 | LOURDES UNIVERSITY |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF ST FRANCIS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6832 CONVENT BLVD | AddressLine1Txt |
| City | SYLVANIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344450609 | EIN |
| Primary Activities | RELIGIOUS | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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