2022-04-14T17:34:22-05:00 2021-05-31 454051133 FREED MAXICK CPAS PC 424 MAIN STREET SUITE 800 BUFFALO NY 142023508 990 2020-06-01 160755807 NIAGARA UNIVERSITY NIAG 7162868348 PO BOX 2002 ALUMNI HALL NIAGARA UNIVERSITY NY 14109 ROBERT MORREALE CHIEF FINANCIAL/INNOVATION OFFICER 7162868348 2022-01-03 1 ROBERT MORREALE XXX-XX-XXXX MARY MADONIA P00405803 7168472651 2022-04-07 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROBERT MORREALE PO BOX 2002 ALUMNI HALL NIAGARA UNIVERSITY NY 14109 156212643 0 X WWW.NIAGARA.EDU X 1856 NY SEE SCHEDULE O. NIAGARA UNIVERSITY EDUCATES ITS STUDENTS AND ENRICHES THEIR LIVES THOUGH PROGRAMS IN THE LIBERAL ARTS AND THROUGH CAREER PREPARATION, INFORMED BY THE CATHOLIC AND VINCENTIAN TRADITIONS. 34 33 1573 58 256200 0 11743938 15886852 113642674 112383915 4001532 9322150 1470750 1356868 130858894 138949785 51432421 52995525 0 0 51136681 48199536 0 867305 3177900 35770404 34988527 138339506 137050893 -7480612 1898892 258421414 277908436 66568191 64605362 191853223 213303074 X NIAGARA UNIVERSITY EDUCATES ITS STUDENTS AND ENRICHES THEIR LIVES THROUGH PROGRAMS IN THE LIBERAL ARTS AND THROUGH CAREER PREPARATION, INFORMED BY THE CATHOLIC AND VINCENTIAN TRADITIONS. 0 0 81522337 52995526 98630566 INSTRUCTION PROVIDES ACADEMIC PROGRAMS FOR APPROXIMATELY 2,695 FULL AND PART-TIME UNDERGRADUATE STUDENTS AND APPROXIMATELY 762 FULL AND PART-TIME GRADUATE STUDENTS. 9392081 2307725 ACADEMIC SUPPORT PROVIDES SERVICES TO THE INSTRUCTION PROGRAMS IN THE FOLLOWING AREAS: LIBRARY, THEATRE, INFORMATION TECHNOLOGY, AND ACADEMIC DEANS. 18952009 11445624 AUXILIARY ENTERPRISES PROVIDE ROOM AND BOARD FACILITIES FOR RESIDENT STUDENTS, HEALTH SERVICES, AND INTERCOLLEGIATE ATHLETICS. 17879438 1060269 STUDENT SERVICES INCLUDE ADMINISTRATION OF FINANCIAL AID PROGRAMS, ORIENTATION PROGRAMS, STUDENT COUNSELING, ADMISSIONS, AND RECORDS OFFICE. 17879438 1060269 127745865 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 1 1 1 1 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 218 0 1 1573 1 1 1 1 CA VI EI 0 0 0 1 1 0 0 0 0 0 0 X 34 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X CHRISTINA HOVEN 7162868372 NIAGARA UNIVERSITY PO BOX 2002 NIAGARA FALLS NY 14109 EDWARD J BRENNAN TRUSTEE/CHAIR 5.00 X X 0 0 0 JEFFREY BETHKE TRUSTEE 1.00 X 0 0 0 CHARLES W CHIAMPOU TRUSTEE 2.00 X 0 0 0 KEVIN J CLARKE TRUSTEE 2.00 X 0 0 0 PETER CORTELLUCCI TRUSTEE 1.00 X 0 0 0 CHRISTOPHER P COYER TRUSTEE 1.00 X 0 0 0 BRIAN P CROSBY TRUSTEE 2.00 X 0 0 0 DONNA L DECAROLIS TRUSTEE 1.00 X 0 0 0 FRANK A FIANNACA TRUSTEE 1.00 X 0 0 0 REV PATRICK FLANAGAN CM PHD TRUSTEE 2.00 X 0 0 0 SR LOUISE GALLHUE DC TRUSTEE 1.00 X 0 0 0 DENISE GONEZ-SANTOS TRUSTEE 1.00 X 0 0 0 REV STEPHEN M GROZIO CM EX-OFFICIO 2.00 X X 0 0 0 KAREN HOWARD TRUSTEE 2.00 X 0 0 0 KATHRYN T HUTCHINSON PHD TRUSTEE 2.00 X 0 0 0 PAMELA JACOBS-VOGT SECRETARY 2.00 X X 0 0 0 JESSICA KEMP TRUSTEE 1.00 X 0 0 0 CHERYL KLASS RN TRUSTEE 1.00 X 0 0 0 CATHERINE LYONS TRUSTEE 2.00 X 0 0 0 REV JAMES J MAHER CM PRESIDENT (EX-OFFICIO) 40.00 X X 316228 0 33546 FAISAL MERANI TRUSTEE 1.00 X 0 0 0 LARRY MONTANI VICE CHAIR 2.00 X X 0 0 0 REV MARVIN NAVAS CM TRUSTEE 1.00 X 0 0 0 KATHLEEN NEVILLE TRUSTEE 1.00 X 0 0 0 REV MICHAEL M NGUYEN CM TRUSTEE 1.00 X 0 0 0 MICHAEL NICHOLSON TRUSTEE 1.00 X 0 0 0 JOHN OVERBECK TRUSTEE 1.00 X 0 0 0 DANIEL PATTERSON TRUSTEE 1.00 X 0 0 0 REV CRAIG PRIDGEN CM TRUSTEE 1.00 X 0 0 0 JOHN RIEGER TRUSTEE 2.00 X 0 0 0 CHRISTOPHER D ROSS TRUSTEE 1.00 X 0 0 0 JOHN RUMSCHIK TRUSTEE 2.00 X 0 0 0 DR THOMAS SUMMERS TRUSTEE 1.00 X 0 0 0 MICHAEL VITCH TRUSTEE 2.00 X 0 0 0 REV DENNIS HOLTSCHNEIDER CM TRUSTEE (TO MAY, 2021) 2.00 X X 0 0 0 REV ELMER BAUER III CM TRUSTEE (TO SEPTEMBER, 2020) 2.00 X 0 0 0 TIMOTHY O IRELAND PROVOST 40.00 X 161610 0 34232 DEBRA A COLLEY EXECUTIVE VICE PRESIDENT 40.00 X 169184 0 34866 ROBERT MURPHY DEAN OF ADMISSIONS 40.00 X 226342 0 18130 DEREK WESLEY VP OF ADVANCEMENT 40.00 X 153550 0 33259 MARY E BORGOGNONI SVP OPERATIONS & FACILITIES 40.00 X 139987 0 31109 ROBERT MORREALE CFIO 40.00 X 175996 0 35565 ROBERT GREENE PROFESSOR 40.00 X 151351 0 8888 PETER LOVAAS PROFESSOR 40.00 X 151804 0 17335 MARK FRASCATORE DEAN - COLLEGE OF BUSINESS 40.00 X 159630 0 21531 GREGORY R PAULUS MEN'S BASKETBALL COACH 40.00 X 217040 0 19269 DANIEL L TOMPKINS PROFESSOR 40.00 X 150019 0 31256 2172741 0 318986 69 0 1 0 METZ CULINARY MANAGEMENT 2 WOODLAND DRIVE DALLAS PA 18612 FOOD SERVICE PROVIDER 988070 SCRUFARI CONSTRUCTION CO LLC 3925 HYDE PARK BOULEVARD NIAGARA FALLS NY 14305 CONSTRUCTION COMPANY 661568 ORR ASSOCIATES INC 3000 K STREET NW SUITE E280 WASHINGTON DC 20007 FUNDRAISING 566549 COMDOC LEASING 330 WSPRING STREET SUITE 100 COLUMBUS OH 43215 EQUIPMENT LEASING 562891 UG2 LLC 116 HUNTINGTON AVENUE 12TH FLOOR BOSTON MA 02116 CUSTODIAL SERVICE PROVIDER 496914 7 X 160234 6179525 9547093 621989 15886852 TUITION 611600 98630566 98630566 ROOM AND BOARD 611600 11445624 11445624 AUXLIARY ENTERPRISES 611710 2118732 2118732 EDUCATION SALES 611710 188993 188993 112383915 4802806 -40399 4843205 21764202 18000 17262858 0 4501344 18000 4519344 4519344 0 160234 0 0 OTHER SOURCES 900099 905433 905433 KIERNAN DAY CAMPS 624410 295605 295605 ICE COMPLEX FEES 532000 154836 154836 994 994 1356868 138949785 113444184 256200 9362549 48972754 48972754 4022771 4022771 980843 823705 157138 36884516 34410905 1687633 785978 2153963 1956074 135011 62878 5244268 4625866 421908 196494 2935946 2797424 94507 44015 1305517 414751 890766 243232 243232 867305 867305 210497 210497 699445 699410 35 3490220 3204530 136277 149413 15848678 14062708 885222 900748 820494 791078 27174 2242 1621017 1471253 149764 4689670 4689670 622098 102732 519366 BANK FEES & LOSS ON CAN 1262178 1262178 BOOKS 1027089 1023423 3118 548 MISELLANEOUS 272577 152026 109445 11106 BAD DEBT EXPENSE 154905 154905 2720910 2720910 137050893 127745865 6127128 3177900 2527175 1780111 3824595 2615139 6569380 6549513 2168837 1811398 673148 948703 235429716 96172085 140859943 139257631 53571138 66575410 40854511 48294396 7372687 10076135 258421414 277908436 7841753 5915961 2328370 2288310 5249778 5806050 39208239 36799147 9000000 10800000 2940051 2995894 66568191 64605362 X 142614121 146846161 49239102 66456913 191853223 213303074 258421414 277908436 1898892 19550959 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53500 7241248 X X X 1 0 93252692 753627 28789762 7386090 -105677 115515668 97242018 701932 2582368 7313265 -39639 93252692 102391601 2194284 -205156 7243510 -104799 97242018 98007638 1121184 9289418 5998625 28014 102391601 87282708 2545753 12675355 4434794 61384 98007638 0.52280 0.28960 0.18760 0 0 865932 865932 168441803 56138778 112303025 35676369 24936375 10739994 30445612 15096932 15348680 139257631 ALTERNATIVE INVESTMENTS 48294396 F 48294396 STUDENT DEPOSITS 1397254 SPLIT INTEREST AGREEMENTS 89183 ASSET RETIREMENT OBLIGATION 1509457 2995894 PART III, LINE 4: ENHANCES THE THEATRE AND FINE ARTS DEPARTMENTS AND IS AVAILABLE TO THE PUBLIC. SPECIAL EXHIBITS ARE OFTEN GRANT-FUNDED. PART V, LINE 4: TO PROVIDE PROGRAM AND SCHOLARSHIP DOLLARS TO STUDENTS IN NEED AND ACCORDING TO DONOR WISHES. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERISTY HAS A NONDISCRIMINATORY POLICY WHICH IT PUBLISHES AT LEAST ONCE ANNUALLY IN THE UNIVERSITY NEWSPAPER. THE UNIVERSITY ALSO INCLUDES A STATEMENT OF SUCH POLICY IN ALL BROCHURES, CATALOGS, AND ADVERTISEMENTS DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: THE UNIVERSITY RECEIVES FINANCIAL AID FROM VARIOUS FEDERAL AND STATE AGENCIES IN THE FORM OF STUDENT FINANCIAL AID. THIS INCLUDES GRANT PROGRAMS AS WELL AS GOVERNMENT LOANS FOR STUDENTS TO TAKE OUT TOWARD THE COST OF ATTENDANCE. THE UNIVERSITY OPERATES UNDER A NON-DISCRIMINATION POLICY AND DISTRIBUTES AID IN ACCORDANCE WITH SUCH POLICY. 1 CANADA 1 47 PROGRAM SERVICES EDUCATION 2428218 BRITISH VIRGIN ISLANDS 0 0 INVESTMENTS N/A 6579911 IRELAND 0 0 INVESTMENTS N/A 5996021 CANADA 0 0 INVESTMENTS N/A 600844 1 47 0 0 1 47 15604994 0 15604994 FINANCIAL AID MIDDLE EAST AND NORTH AFRICA 74 314859 CREDIT TO STUDENT ACCOUNT FINANCIAL AID EAST ASIA AND THE PACIFIC 185 566906 CREDIT TO STUDENT ACCOUNT FINANCIAL AID EUROPE (INCLUDING ICELAND & GREENLAND) 107 727104 CREDIT TO STUDENT ACCOUNT FINANCIAL AID MIDDLE EAST AND NORTH AFRICA 15 47195 CREDIT TO STUDENT ACCOUNT FINANCIAL AID NORTH AMERICA 711 2692691 CREDIT TO STUDENT ACCOUNT FINANCIAL AID SOUTH AMERICA 162 606241 CREDIT TO STUDENT ACCOUNT 1 0 0 1 1 0 PART III ACCOUNTING METHOD: 0 ORR ASSOCIATES INC 3000 K STREET NW WASHINGTON DC 20007 CAMPAIGN STRATEGIC DIRECTION & SUPPORT 0 0 867305 -867305 867305 -867305 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY PRESIDENT'S DINNER 160234 160234 160234 160234 1 ACADEMIC SCHOLARSHIPS 2469 31412699 ATHLETIC SCHOLARSHIPS 282 4003407 NEED-BASED SCHOLARSHIPS 2380 9143852 WORK SCHOLARSHIPS 147 1018579 ENDOWMENT AND FEDERAL AND STATE FUNDED SCHOLARSHIPS 989 3394217 PART I, LINE 2: A FILE IS CREATED FOR EACH GRANTEE, WHICH CONTAINS THE OFFICIAL INSTITUTIONAL STUDENT INFORMATION RECORD FROM THE FEDERAL PROCESSOR FROM WHICH ELIGIBILITY IS DETERMINED ACCORDING TO FEDERAL, STATE, AND INSTITUTIONAL GUIDELINES FOR THE AWARDING OF FINANCIAL ASSISTANCE. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 REV JAMES J MAHER CM PRESIDENT (EX-OFFICIO) 316228 0 0 0 0 0 26000 0 7546 0 349774 0 0 0 ROBERT MURPHY DEAN OF ADMISSIONS 226342 0 0 0 0 0 17075 0 1055 0 244472 0 0 0 GREGORY R PAULUS MEN'S BASKETBALL COACH 217040 0 0 0 0 0 0 0 19269 0 236309 0 0 0 ROBERT MORREALE CFIO 175996 0 0 0 0 0 16230 0 19335 0 211561 0 0 0 DEBRA A COLLEY EXECUTIVE VICE PRESIDENT 169184 0 0 0 0 0 15555 0 19311 0 204050 0 0 0 TIMOTHY O IRELAND PROVOST 161610 0 0 0 0 0 14899 0 19333 0 195842 0 0 0 DEREK WESLEY VP OF ADVANCEMENT 153550 0 0 0 0 0 13934 0 19325 0 186809 0 0 0 DANIEL L TOMPKINS PROFESSOR 150019 0 0 0 0 0 11975 0 19281 0 181275 0 0 0 MARK FRASCATORE DEAN - COLLEGE OF BUSINESS 159630 0 0 0 0 0 14008 0 7523 0 181161 0 0 0 MARY E BORGOGNONI SVP OPERATIONS & FACILITIES 139987 0 0 0 0 0 11798 0 19311 0 171096 0 0 0 PETER LOVAAS PROFESSOR 151804 0 0 0 0 0 9847 0 7488 0 169139 0 0 0 ROBERT GREENE PROFESSOR 151351 0 0 0 0 0 8888 0 0 0 160239 0 0 0 A NIAGARA AREA DEVELOPMENT CORPORATION 2019-12-01 39840000 REFUND SERIES 2020, FINANCE RENOVATIONS & IMPROVEMENTS 0 0 0 A 39840000 34212785 627215 442903 4557097 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 6 56000 APPRAISAL X 15 565989 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE, INDEPENDENT ACCOUNTING FIRM, THEN REVEWIED BY THE CONTROLLER. THE BOARD OF TRUSTES HAS DELEGATED RESPONSIBILITY FOR REVIEW OF THE RETURN TO THE AUDIT COMMITTEE, AND IT IS ALSO REVIEWED BY THE CHAIR OF THE FINANCE/BUILDING COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C REPLACING A PAPER, SIGNED DECLARATION, A DISCLOSURE UTILITY IS ON THE UNIVERSITY'S GENERAL COUNSEL WEBSITE. IT MUST BE UPDATED ANNUALLY BY ALL BOARD MEMBERS AND SELECTED UNIVERSITY ADMINISTRATION. COMPLIANCE IS MONITORED BY GENERAL COUNSEL. ALL ARE INSTRUCTED TO REPORT AT ANY TIME TO DISCLOSE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPARISONS ARE MADE USING COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION (CUPA) SURVEYS AND SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM). THE PRESIDENT'S SALARY IS REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY MAINTAINS ALL DOCUMENTS REQUIRED FOR PUBLIC DISCLOSURE IN THE CONTROLLER'S OFFICE. COPIES CAN BE REQUESTED DURING NORMAL BUSINESS HOURS. THE CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC ON THE UNIVERSITY'S WEBSITE. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PAGE 9, PART VIII, LINE 12, COLUMN B: THIS PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. NIAGARA UNIVERSITY ICE COMPLEX INC PO BOX 2002 ALUMNI HALL NIAGARA FALLS NY 14109 161495560 COMMUNITY SKATING FACILITIES NY 501(C)(3) LINE 10 NIAGARA UNIVERSITY 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 NIAGARA UNIVERSITY ICE COMPLEX A 142836 BOOKS & RECORDS