2022-05-14T08:17:01-05:00 2021-06-30 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2020-07-01 430694556 FONTBONNE UNIVERSITY FONT 3148623456 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 ANN SPALL CFO / VP FINANCE 3148623456 2022-05-12 1 ANN SPALL 999009999 KIMBERLY A RYAN P00829977 3142903300 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ANN SPALL 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 40883467 0 X WWW.FONTBONNE.EDU X 1923 MO FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING THAT SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY AND TO ASSUME RESPONSIBILITY AS CITIZENS AND LEADERS. 22 22 631 100 0 0 2237839 9584329 29706358 27587877 402378 1020448 799593 389552 33146168 38582206 12159835 11832481 0 0 14813566 13406773 0 0 575288 9353996 9753742 36327397 34992996 -3181229 3589210 51486952 54325059 32156506 28964586 19330446 25360473 X FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING DEDICATED TO THE DISCOVERY, UNDERSTANDING, PRESERVATION, AND DISSEMINATION OF TRUTH. FONTBONNE SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY, AND TO ASSUME RESPONSIBILTY AS CITIZENS AND LEADERS. FONTBONNE OFFERS BOTH UNDERGRADUATE AND GRADUATE PROGRAMS IN AN ATMOSPHERE CHARACTERIZED BY INCLUSION, OPEN COMMUNICATION, AND PERSONAL CONCERN. THE UNDERGRADUATE PROGRAMS PROVIDE A SYNTHESIS OF LIBERAL AND PROFESSIONAL EDUCATION. AS A CATHOLIC UNIVERSITY SPONSORED BY THE SISTERS OF ST. JOSEPH OF CARONDELET, FONTBONNE IS ROOTED IN THE JUDEO-CHRISTIAN TRADITION. 0 0 29452942 11832481 27961712 FONTBONNE IS AN ACCREDITED UNIVERSITY THAT OFFERS UNDERGRADUATE, GRADUATE, AND DOCTORAL DEGREE PROGRAMS, WHICH ALSO PROVIDES AUXILIARY SERVICES SUCH AS DORMITORIES, DINING HALL AND A BOOK STORE FOR THE CONVENIENCE OF ITS STUDENTS AND FACULTY. TOTAL BENEFITTED (AVERAGE FTE) = 1,049IN MARCH 2020, THE COVID-19 VIRUS WAS DECLARED A GLOBAL PANDEMIC, AND THE VIRUS CONTINUES TO SPREAD. BUSINESS CONTINUITY RELIES ON STUDENTS SEEKING A HIGHER EDUCATION WHICH HAS BEEN AFFECTED BY THE VIRUS. MANAGEMENT IS CAREFULLY MONITORING THE SITUATION AND IS EVALUATING ITS OPTIONS DURING THIS TIME. 29452942 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 1 0 1 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 50 0 631 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X ANN SPALL 3148894586 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 GALE BORKOWSKI RICE DEAN 40.00 X 159609 0 25022 JOSEPH DEIGHTON VP STUDENT AFFAIRS 40.00 X 129226 0 41334 ADAM WEYHAUPT VP ACADEMIC AFFAIRS 40.00 X 128410 0 27167 NANCY BLATTNER PRESIDENT 40.00 X 126114 0 17234 MARIA BUCKEL VP ATHLETICS 40.00 X 103502 0 34967 ANN SPALL CFO/VP OF FIN. & ADMIN 40.00 X 97340 0 16906 KAREN S GEDERA CHAIRMAN 1.00 X 0 0 0 MARSHA BENNEY TRUSTEE 1.00 X 0 0 0 PATRICIA CLUNE CSJ TRUSTEE 1.00 X 0 0 0 PAT COLEMAN TRUSTEE 1.00 X 0 0 0 ROSEANNE COOK CSJ TRUSTEE 1.00 X 0 0 0 DOTTI FISCHER TRUSTEE 1.00 X 0 0 0 ALLEN J GRIEVE CSJA TRUSTEE 1.00 X 0 0 0 AMY HEREFORD CSJ TRUSTEE 1.00 X 0 0 0 SANDRA G LEHRER TRUSTEE 1.00 X 0 0 0 SHAWN MADIGAN CSJ TRUSTEE 1.00 X 0 0 0 RICHARD J MARK TRUSTEE 1.00 X 0 0 0 MARY ANN NESTEL CSJ TRUSTEE 1.00 X 0 0 0 JULIANNE C NIEMANN TRUSTEE 1.00 X 0 0 0 VALERIE E PATTON TRUSTEE 1.00 X 0 0 0 EILEEN PETITO TRUSTEE 1.00 X 0 0 0 BRIAN ABEL RAGEN TRUSTEE 1.00 X 0 0 0 EVE RILEY TRUSTEE 1.00 X 0 0 0 RITA SCHMITZ CSJ TRUSTEE 1.00 X 0 0 0 TOM SCHUNK TRUSTEE 1.00 X 0 0 0 BERNARD SHORE TRUSTEE 1.00 X 0 0 0 BUZZ SZTUKOWSKI TRUSTEE 1.00 X 0 0 0 MSGR MICHAEL TUREK TRUSTEE 1.00 X 0 0 0 744201 0 162630 6 0 1 0 ALADDIN FOOD MANAGEMENT 16567 COLLECTIONS CENTER DR CHICAGO IL 60693 FOOD SERVICE 803357 WOODARD CLEANING AND RESTORATION 2647 ROCK HILL INDUSTRICAL CT ST LOUIS MO 63144 CONSTRUCTION 478628 DOVETAIL INC 12 MARYLAND PLAZA ST LOUIS MO 63108 ADVERTISING/MARKETING 411844 GREENSFELDER HEMKER & GALE 10 S BROADWAY STE 2000 ST LOUIS MO 63102 LEGAL SERVICES 236667 1265-1300 STRASSNER DR LLC C/O DCM GROUP 8300 EAGER RD STE 60 ST LOUIS MO 63144 PROPERTY RENTAL 163067 10 16588 8070809 1496932 119600 9584329 TUITION AND FEES 611310 24768851 24768851 AUXILIARY SERVICES 611310 2819026 2819026 27587877 284098 284098 17500 0 17500 17500 17500 3026468 2290118 736350 736350 736350 9360 16588 11143 -1783 -1783 373835 373835 373835 38582206 27961712 0 1036165 11832481 11832481 465757 200523 99463 165771 10699240 8679528 1711295 308417 155235 76912 74635 3688 1250773 1250773 835768 657067 154284 24417 158423 158423 72350 72350 40835 40835 50980 50980 424196 424196 121941 33109 78833 9999 468778 277992 190786 1356228 1356228 8618 5660 2958 12794 12794 984079 984079 1401951 1317457 84494 378063 47096 330967 GRANT EXPENSES 1267796 1267796 FOOD SERVICE 904867 903719 1148 ATHLETIC PROGRAMS 467810 467810 MEMBERSHIPS 117699 77556 39998 145 1516334 830939 622544 62851 34992996 29452942 4964766 575288 1861799 1478154 2811332 2366926 1614681 1631375 661104 1179583 66400456 46395079 21060869 20005377 15252781 17302502 574296 385808 7650090 9975334 51486952 54325059 1025818 1161520 25666093 25514909 5464595 2288157 32156506 28964586 X 7566528 13973387 11763918 11387086 19330446 25360473 51486952 54325059 3589210 2440817 0 X 0 1 X 1 1 1 X 3323597 5432248 5016504 2237839 9584329 25594517 3323597 5432248 5016504 2237839 9584329 25594517 2143209 23451308 497635 463132 417670 390781 301598 2070816 169663 169663 379565 379565 28214561 150377068 0.83120 0.75170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAIN ON INVOLUNTARY DISPOSAL OF ASSETS - 2019 AMOUNT: $ 379,565. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90950 X LIBRARY ARTWORK 0 15162956 251329 3293967 1890270 16817982 14456709 566006 909555 769314 15162956 14084230 268277 874951 770749 14456709 17220596 288170 1245443 4669979 14084230 17609122 163228 2689032 3240787 17220596 0.53910 0.28590 0.17500 0 0 94363 94363 19726794 14545820 5180974 6069538 4460304 1609234 14580376 13035658 1544718 25929385 14353297 11576088 20005377 ASSET HELD AS AVAILABLE FOR SALE 7650090 EMPLOYEE RETENTION CREDIT RECEIVABLE 2325244 9975334 REFUNDABLE GOVERNMENT LOANS 712432 ASSET RETIREMENT OBLIGATION 221821 CONTRACT LIABILITIES 1353904 2288157 30558395 2440817 2440817 28117578 10464628 10464628 38582206 24528368 0 24528368 10464628 10464628 34992996 PART III, LINE 4: FONTBONNE PRESENTS ARTWORK THROUGHOUT THE LIBRARY. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF OVER 100 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, MOSTLY TO PROVIDE SCHOLARSHIPS FOR STUDENTS AND TO SUPPORT A VARIETY OF ACADEMIC PROGRAMS OFFERED BY THE UNIVERSITY. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS (INCLUDING THE LONG-TERM RESERVES). PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS 10,464,628. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS 10,464,628. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 STATEMENT IS INCLUDED ON INSTITUTION'S WEBSITE AND IN THE UNIVERSITY CATALOG. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY PASSES THROUGH STUDENT FINANCIAL AID FROM THE DEPARTMENT OF EDUCATION TO ITS STUDENTS. GOLF TOURNAMENT 25948 16588 9360 1992 7271 1880 25948 16588 9360 1992 7271 1880 11143 -1783 1 SCHOLARSHIPS TO STUDENTS 1097 11832481 COST TUITION AND OTHER COSTS OF ATTENDANCE PART I, LINE 2: THE GRANTS MADE BY THE UNIVERSITY PRIMARILY CONSIST OF STUDENT FINANCIAL AID FOR SCHOLARSHIPS. SCHOLARSHIPS ARE AWARDED AND MONITORED BY THE UNIVERSITY'S FINANCIAL AID DEPARTMENT TO ELIGIBLE STUDENTS BASED UPON A NUMBER OF DIFFERENT CRITERIA, INCLUDING MERIT, ACADEMIC ACHIEVEMENT, AND FINANCIAL NEED. 1,097 STUDENTS RECEIVED FINANCIAL AID DURING THE CURRENT FISCAL YEAR FROM A COMBINATION OF ALL SOURCES (FEDERAL, STATE AND INSTITUTIONAL). OF THE 1,097 STUDENTS RECEIVING FINANCIAL AID, 939 RECEIVED FUNDING FROM INSTITUTIONAL SOURCES. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 GALE BORKOWSKI RICE DEAN 159609 0 0 0 0 0 0 0 25022 0 184631 0 0 0 JOSEPH DEIGHTON VP STUDENT AFFAIRS 129226 0 0 0 0 0 0 0 41334 0 170560 0 0 0 ADAM WEYHAUPT VP ACADEMIC AFFAIRS 128410 0 0 0 0 0 0 0 27167 0 155577 0 0 0 PART I, LINE 1A THE UNIVERSITY PAYS FOR AN OUTSIDE CLEANING SERVICE TO HELP MAINTAIN THE PRESIDENT'S RESIDENCE. X 8 119600 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. SUBSEQUENT TO THE APPROVAL OF THE FORM BY THE AUDIT COMMITTEE, THE FORM IS PROVIDED TO THE BOARD OF TRUSTEES ELECTRONICALLY AND THEN FILED WITH THE IRS BY MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY REQUIRES EACH TRUSTEE OF THE BOARD TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE PROCESS IS MONITORED BY THE PRESIDENT'S OFFICE. CONFLICTS OF INTEREST ARE SUMMARIZED BY THE PRESIDENT'S OFFICE AND, WHEN APPLICABLE, KEY EMPLOYEES AND/OR BOARD TRUSTEES ARE EXCUSED FROM MEETINGS AND VOTES WHEN A TOPIC RELATED TO THE CONFLICT IS BEING DISCUSSED OR VOTED ON BY THE UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 15 SALARY ADJUSTMENTS FOR FACULTY AND STAFF ARE TYPICALLY MADE EFFECTIVE JULY 1 WITH THE START OF EACH NEW FISCAL YEAR. ANY SALARY ADJUSTMENTS MADE ARE SUBJECT TO REVIEW AND APPROVAL BY EACH EMPLOYEE'S IMMEDIATE SUPERVISOR. THE TOTAL COMPENSATION PROVIDED TO THE UNIVERSITY PRESIDENT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST ADDRESSED TO THE UNIVERSITY INSTITUTIONAL ADVANCEMENT OFFICE.