2022-04-28T13:36:27-05:00 2021-06-30 BKD LLP 1201 Walnut Suite 1700 KANSAS CITY MO 641062246 990 2020-07-01 440617326 AVILA UNIVERSITY % TIM KLOCKO AVIL 8169428400 11901 WORNALL ROAD KANSAS CITY MO 64145 RONALD SLEPITZA PRESIDENT 8169428400 2022-05-16 true RONALD SLEPITZA XXX-XX-XXXX Michael J Engle P00482834 8162216300 2022-05-16 2 2020 2022-09-23 18:48:47Z RONALD SLEPITZA 11901 WORNALL ROAD KANSAS CITY MO 64145 46553055 false X WWW.AVILA.EDU X 1916 MO AVILA UNIVERSITY IS A VALUES-BASED COMMUNITY OF LEARNING PROVIDING EDUCATION TO PREPARE STUDENTS FOR RESPONSIBLE LIFELONG CONTRIBUTIONS TO THE GLOBAL COMMUNITY. 24 24 702 200 63305 0 4917786 8819254 27188261 25333513 932484 4642531 286875 538762 33325406 39334060 6409229 6769520 0 0 15823680 14458339 0 0 829494 12063212 12441327 34296121 33669186 -970715 5664874 56973117 58447950 27212508 24128642 29760609 34319308 X SEE SCHEDULE O false true 28548612 6769520 25358928 Avila is a Catholic university founded and inspired by the charism of the Sisters of Saint Joseph of Carondelet. It offers undergraduate and graduate programs, accredited by the Higher Learning Commission as well as several specialized accreditation bodies. It is a values-based educational community that prepares lifelong learners to make meaningful contributions to the world. 28548612 true true false false false false false false false true true false false false true false true false true false false false false false true false false false true true true false false false false false false false false false false true false false false false false false false false true 1962 0 true 702 true true true false false false false true true false false false false false false X 24 24 false false false false false true false true true false false true true true true true true true false false MO X TIM KLOCKO 8165012487 11901 WORNALL ROAD KANSAS CITY MO 64145 X MR RONALD SLEPITZA PRESIDENT 40.0 0.0 X 275503 0 38346 MS SUE KING WILLCOX PROVOST AND VP ACADEMIC AFFAIR 40.0 0.0 X 150375 0 27242 MR TIM KLOCKO VP FIN AND ADMIN 40.0 0.0 X 147942 0 26227 MS ALEXANDRA ADAMS VP ENROLLMENT SERVICES 40.0 0.0 X 124700 0 24130 MS JANET REAGOR FACULTY 40.0 0.0 X 101167 0 21241 MS MAGGIE MOHRFELD VP ADVANCEMENT 40.0 0.0 X 105771 0 2121 MR J ROBERT HARDIN TRUSTEE 1.0 0.0 X 0 0 0 MR KEN HAGER TRUSTEE 1.0 0.0 X 0 0 0 MR THOMAS BURNS TRUSTEE 1.0 0.0 X 0 0 0 MR GARY SMITH TRUSTEE 1.0 0.0 X 0 0 0 SR SHAWN MADIGAN CSJ TRUSTEE 1.0 0.0 X 0 0 0 MR DAVID D KERR TRUSTEE/CHAIR 1.0 0.0 X X 0 0 0 SR JEANNE JANSSEN TRUSTEE 1.0 0.0 X 0 0 0 MR VERCIE LARK TRUSTEE 1.0 0.0 X 0 0 0 MS KATHLEEN THOMPSON BROWN TRUSTEE 1.0 0.0 X 0 0 0 MR RICK WELLER TRUSTEE/VICE CHAIR/TREASURER 1.0 0.0 X X 0 0 0 SR MARY FRANCES JOHNSON CSJ TRUSTEE 1.0 0.0 X 0 0 0 MS CHRISTINE OJILE TRUSTEE 1.0 0.0 X 0 0 0 MS LISA SACKUVICH TRUSTEE 1.0 0.0 X 0 0 0 SR MARY MARGARET LAZIO TRUSTEE 1.0 0.0 X 0 0 0 MR JOSEPH T FAHEY TRUSTEE 1.0 0.0 X 0 0 0 MR GREGORY M KRATOFIL JR TRUSTEE 1.0 0.0 X 0 0 0 MS ELLEN MARTIN TRUSTEE/SECRETARY 1.0 0.0 X X 0 0 0 SR MARIE JOAN HARRISCSJPHD TRUSTEE 1.0 0.0 X 0 0 0 MR IBRAHEEM BADEJO TRUSTEE 1.0 0.0 X 0 0 0 MR MICHAEL VAN DYKE TRUSTEE 1.0 0.0 X 0 0 0 MR PHILLIP SMITH TRUSTEE 1.0 0.0 X 0 0 0 MS PATRICIA LYON TRUSTEE 1.0 0.0 X 0 0 0 SR HELEN FLEMINGTON TRUSTEE 1.0 0.0 X 0 0 0 MR TIMOTHY O'BRIEN TRUSTEE 1.0 0.0 X 0 0 0 905458 0 139307 6 false true false GREAT WESTERN DINING SERVICE INC PO BOX 699 TIPTON MO 65081 FOOD SERVICE 811232 NATIONAL MANAGEMENT RESOURCES CORP PO BOX 1224 LAGRANGE GA 30241 MAINTENANCE SERVICE 904342 MBS DIRECT 2711 WEST ASH ST COLUMBIA MO 65203 BOOK SERVICES 373656 EAB GLOBAL INC 2445 M STREET NW WASHINGTON DC 20037 ADVERTISING SERVICE 735151 AKADEMOS INC 200 CONNECTICUT AVE STE B NORWALK CT 06854 BOOK SERVICE 417161 9 953635 7338000 527619 50985 8819254 TUITION AND FEES 611600 22821785 22821785 RESIDENT HALL INCOME 611710 989132 925827 63305 FOOD SERVICE INCOME 611710 770630 770630 BOOK RENTAL 611710 751966 751966 25333513 3967264 3967264 0 0 25415 0 25415 0 25415 25415 7779170 6660326 443577 1118844 -443577 675267 675267 0 953635 27047 -27047 -27047 0 0 0 178833 88045 90788 90788 MISCELLANEOUS INCOME 900099 449606 449606 449606 39334060 25295623 63305 5155878 0 6769520 6769520 0 0 440183 440183 0 11059308 9229341 1254974 574993 82461 66370 11956 4135 2076983 1731797 247861 97325 799404 643417 115902 40085 0 30944 30944 94524 94524 0 0 85541 85541 2559517 2258703 226207 74607 909041 82830 824278 1933 953093 835347 108114 9632 0 0 822123 772796 49327 289515 279298 8816 1401 0 10758 5473 3882 1403 822606 767492 49356 5758 0 2248615 2097959 134916 15740 401633 401633 CARES ACT 1682708 1682708 STUDENT ACCOMODATIONS 752894 752894 BAD DEBT EXPENSE 258511 258511 REPAIRS AND MAINTENANCE 211554 138675 72879 307750 175481 129787 2482 33669186 28548612 4291080 829494 2387872 1917650 1430010 329202 1486890 733417 1601116 1661897 0 0 0 0 0 0 71258 62674 514931 313824 70339232 35389114 35132076 34950118 14348964 18479168 0 0 0 0 0 0 0 0 56973117 58447950 2354999 1751402 0 0 687265 769341 13177522 13191389 0 0 0 0 6589861 7082541 4063373 1060373 339488 273596 27212508 24128642 X 13722190 14685549 16038419 19633759 29760609 34319308 56973117 58447950 5664874 -1106175 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14340869 239076 3982971 85541 18477375 13134201 625929 654806 74067 14340869 12010021 319168 874970 69958 13134201 10520024 490851 1064197 65051 12010021 9193811 129722 1254374 57883 10520024 0.01400 0.82400 0.16200 false false 198124 198124 52299342 22229539 30069803 6358929 3476491 2882438 7377074 6792364 584710 4105763 2890720 1215043 34950118 0 STUDENT DEPOSITS 230030 CAPITAL LEASE OBLIGATIONS 43566 273596 31942493 -1106175 126092 -980083 32922576 85541 6325943 6411484 39334060 27383794 126092 126092 27257702 85541 6325943 6411484 33669186 SCHEDULE D, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT FUNDS ARE PRIMARILY USED FOR SCHOLARSHIPS AND PROGRAM SUPPORT. SCHEDULE D, PART X, LINE 2 THE UNIVERSITY ADOPTED PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD INTERPRETATION NO. 48 (FIN 48), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES-AN INTERPRETATION OF FASB STATEMENT NO. 109, WHICH WAS SUBSEQUENTLY INCORPORATED INTO THE FASB ACCOUNTING CODIFICATION (ASC) TOPIC 740. THE IMPLEMENTATION OF THIS STANDARD HAD NO SIGNIFICANT IMPACT ON THE UNIVERSITY'S FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D COST OF GOODS SOLD $ 88,045 FUNDRAISING EXPENSES $ 27,047 Grant expense offset $ 11,000 ------------- $ 126,092 SCHEDULE D, PART XI, LINE 4B SCHOLARSHIPS AND GRANTS $ 6,769,520 Loss on Disposal of Equipment $ (443,577) -------------- $ 6,325,943 SCHEDULE D, PART XII, LINE 2D COST OF GOODS SOLD $ 88,045 FUNDRAISING EXPENSES $ 27,047 Grant expense offset $ 11,000 ------------- $ 126,092 SCHEDULE D, PART XII, LINE 4B SCHOLARSHIPS AND GRANTS $ 6,769,520 Loss on Disposal of Equipment $ (443,577) -------------- $ 6,325,943 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE POLICY IS INCLUDED IN THE STUDENT HANDBOOK ONLINE ON THE UNIVERSITY WEBSITE . THE UNIVERSITY RUNS ADVERTISEMENTS IN THE LOCAL NEWSPAPER PUBLICIZING THEIR NONDISCRIMINATION POLICY. SCHEDULE E, PART I, LINE 6A FEDERAL FINANCIAL AID St FUNDRAISING PROJECTS false STEER DINNER 953635 953635 27047 0 953635 953635 27047 27047 -27047 true INSTITUTIONAL FINANCIAL AID 1037 6769520 SCHEDULE I, PART I, LINE 2 ALL GRANTS ARE INSTITUTIONAL FINANCIAL AID AND APPLIED DIRECTLY TO THE STUDENT'S ACCOUNT BY THE UNIVERSITY. X X true true X X X false true false false false false false false false MR RONALD SLEPITZA PRESIDENT 210503 0 0 0 65000 0 20158 0 18188 0 313849 0 0 0 MR TIM KLOCKO VP FIN AND ADMIN 147942 0 0 0 0 0 12420 0 13807 0 174169 0 0 0 MS SUE KING WILLCOX PROVOST AND VP ACADEMIC AFFAIR 150375 0 0 0 0 0 14075 0 13167 0 177617 0 0 0 SCHEDULE J, PART I, LINE 1A HOUSING ALLOWANCE, CAR ALLOWANCE AND CLUB DUES ARE PROVIDED TO RONALD SLEPITZA, PRESIDENT, AND ALL AMOUNTS ARE INCLUDED IN HIS W-2 AS COMPENSATION. SCHEDULE J, PART I, LINE 4B ACCRUED --------- MR. RONALD SLEPITZA $ 17,868 MS. SUE KING WILLCOX $ 12,525 MR. TIM KLOCKO $ 11,576 MS. ALEXANDRA ADAMS $ 11,576 COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THE COMPENSATION IS EARNED BY OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THEN THE COMPENSATION IS GENERALLY REPORTED A SECOND TIME ON THE FORM 990 IN THE YEAR THE COMPENSATION IS PAID TO THE INDIVIDUAL. AS A RESULT OF THE REPORTING REQUIREMENT, AN ORGANIZATION COULD BE REQUIRED TO REPORT THE SAME COMPENSATION ON FORM 990 IN TWO DIFFERENT YEARS. A MISSOURI HEALTH AND EDUCATION FACILITIES AUTHORITY 431178966 000000000 2019-02-13 13435000 For Description, See Part VI false false false A 0 0 13435000 0 0 0 230767 0 0 0 13204233 0 2016 true true true true A false true true true false 0 false false false true A false true true false 0 false 0 false true A true SCHEDULE K, PART I, LINE A, Column (f) REFINANCED BONDS ORIGINALLY ISSUED 6/15/2011 AND SUBSEQUENTLY REISSUED 9/18/2013. The Bonds also were reissued to finance taxable contruction loan. SCHEDULE K, PART II, LINE 11 REFINANCED BONDS ORIGINALLY ISSUED 6/15/2011 AND SUBSEQUENTLY REISSUED 9/18/2013. THE BONDS ALSO WERE REISSUED TO REFINANCE TAXABLE CONSTRUCTION LOAN. X 1 7634 FMV X Auction Items 84 43351 FMV false true false SCHEDULE M, PART I, COLUMN B THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS DURING THE YEAR. FORM 990, PART III, LINE 1 AVILA UNIVERSITY, A CATHOLIC UNIVERSITY SPONSORED BY THE SISTERS OF ST. JOSEPH OF CARONDELET, IS A VALUES-BASED COMMUNITY OF LEARNING PROVIDING LIBERAL ARTS, PROFESSIONAL, UNDERGRADUATE AND GRADUATE EDUCATION TO PREPARE STUDENTS FOR RESPONSIBLE LIFELONG CONTRIBUTIONS TO THE GLOBAL COMMUNITY. FORM 990, PART III, LINE 3 WITH THE MANDATED MOVE TO LIMIT PERSON TO PERSON CONTACT AVILA UNIVERSITY PROVIDED A FLEXED ONLINE TEACHING ENVIRONMENT FOR 2020-21. THE UNIVERSITY ALSO WAS IMPACTED BY THE REDUCTION OF SUMMER CONFERENCING REVENUES. FORM 990, PART VI, SECTION A, LINE 7A THE PROVINCE COUNCIL, AFTER CONSULTATION WITH THE BOARD CHAIRPERSON AND PRESIDENT, SHALL APPOINT ONE MEMBER OF THE PROVINCE COUNCIL TO SERVE ON THE BOARD OF TRUSTEES. THIS MEMBER IS INCLUDED IN THE ONE THIRD PLUS ONE MEMBERS OF THE BOARD OF TRUSTEES THAT ARE TO BE REPRESENTATIVES OF THE SISTERS OF ST. JOSEPH OF CARONDELET. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTNG FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO MADE ARE MADE. THE 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING THE 990. ANY QUESTIONS AND CONCERNS THE AUDIT COMMITTEE HAVE ARE ADDRESSED AND ANY CONCERNS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C AVILA UNIVERSITY EMPLOYEES AND BOARD OF TRUSTEES SHOULD MAKE DECISIONS AND TAKE ACTION IN A MANNER WHICH PROMOTES THE BEST INTERESTS OF AVILA UNIVERSITY AND AVOID THE PROSPECT OR APPEARANCE OF A CONFLICT OR DUALITY OF INTEREST. AT THE TIME OF EMPLOYMENT (OR ELECTION IN THE CASE OF A BOARD MEMBER) AND ANNUALLY THEREAFTER, AVILA UNIVERSITY PROVIDES TO THE BOARD AND TO ALL EXECUTIVE OFFICERS AND KEY ADMINISTRATIVE STAFF, A COPY OF THE CONFLICT OF INTEREST POLICY AND THE APPLICABLE CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE. THE FORMS ARE COMPILED AND A REPORT OF THE RESULTS IS THEN SUBMITTED TO THE BOARD. IF THERE IS A CONFLICT THE INDIVIDUAL WITH A CONFLICT ABSTAINS FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A & 15B LINE 15A: THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S SALARY ANNUALLY AT THE TIME OF THE RENEWAL OF THE PRESIDENT'S CONTRACT, USING SURVEY DATA AND APPROVAL BY THE BOARD OF TRUSTEES. LINE 15B: SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND COMPARED AGAINST HR AND SURVEY DATA ANNUALLY BY THE HR DEPARTMENT AND THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THEIR AUDITED FINANCIAL STATEMENTS TO GUIDESTAR FOR PUBLIC INSPECTION. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC.