2022-05-09T13:31:20-07:00 2021-06-30 990 2020-07-01 470376583 CREIGHTON UNIVERSITY CREI 4022802131 2500 California Plaza Omaha NE 68178 Jan Madsen Executive Vice President 4022802131 2022-05-09 1 11 1 AAL2 2020 2022-09-23 18:48:47Z Rev Daniel S Hendrickson SJ Phd 2500 California Plaza Omaha NE 68178 846451968 0 X www.creighton.edu X 1878 NE Creighton University, founded in 1878, is one of 28 Jesuit, Catholic universities in the U.S. Through its 9 colleges and schools, Creighton provides over 4,400 undergraduate and nearly 4,300 professional and graduate students an atmosphere that challenges them academically and professionally, and supports and inspires them individually. Community service is a hallmark of Creighton's Jesuit, Catholic tradition and foundational to its mission. 36 30 5394 685 -549431 0 57451029 127037387 458710419 473793783 46902011 54173142 166311 85474 563229770 655089786 102058170 112497462 0 0 249708993 255604059 5004 636 7797573 150158879 155280771 501931046 523382928 61298724 131706858 1393218653 1698187785 407662687 409106053 985555966 1289081732 Creighton University is a Catholic and Jesuit comprehensive university committed to excellence in its selected undergraduate, graduate and professional programs. As Catholic, Creighton is dedicated to the pursuit of truth in all its forms and is guided by the living tradition of the Catholic Church. As Jesuit, Creighton participates in the tradition of the Society of Jesus which provides an integrating vision of the world that arises out of the knowledge and love of Jesus Christ. As comprehensive, Creighton's education embraces several colleges and professional schools and is directed to the intellectual, social, spiritual, physical and recreational aspects of students' lives and to the promotion of justice. Creighton exists for students and learning. Members of the Creighton community are challenged to reflect on transcendent values, including their relationship with God, in an atmosphere of freedom of inquiry, belief and religious worship. 0 0 256170071 112497462 416370032 Higher Education: Instruction - Creighton University, founded in 1878, is a private, Catholic, Jesuit educational institution with more than 8,700 students of diverse faiths, races, and ethnic backgrounds from across the United States and 51 countries. The University provides its over 4,400 undergraduate and nearly 4,300 professional and graduate students a balanced educational experience, a rigorous academic agenda and a broad range of disciplines. Creighton's distinctive approach to education instills not just information but ideals, imbues not just technical skills but critical and creative thinking, and inspires not just competence but professional distinction and faith-based leadership and service. In addition to the College of Arts and Sciences, the University's oldest and largest school or college, Creighton University includes the Heider College of Business, the College of Nursing, the Graduate School, the Schools of Dentistry, Law, Medicine, Pharmacy and Health Professions, and University College. 25911176 12819533 Higher Education: Health Care Services - Creighton University's four health sciences schools - dentistry, medicine, nursing, and pharmacy and health professions - educate healthcare professionals who are highly trained in healthcare delivery. Creighton University maintains health science campuses in Omaha and Phoenix, with the Omaha campus offering training programs in all of the aforementioned health science specialties and the Phoenix campus offering programs in medicine and nursing. In June 2021, the University occupied a newly constructed 183,000 sq. ft. facility in Phoenix, which houses classrooms, learning enrichment areas, simulation laboratories, academic support services, faculty and staff offices and community education space for the existing and expanded medicine and nursing programs, plus new offerings in pharmacy, physical therapy and occupational therapy. Total enrollment on the Phoenix Campus is expected to approach 900 health professions students by 2025. Creighton's health sciences schools currently provide healthcare education for nearly 3,500 dental, medical, nursing, pharmacy, and occupational and physical therapy students. 72464374 0 33020083 Student Life Programs (including Auxiliary Services) - Guided by Jesuit, Catholic values and in support of Creighton University's mission, the Division of Student Life fosters holistic student development in the Ignatian tradition through its programs and services, to produce students engaged in their communities with compassion, confidence and character. Student Life programs include Residential Life; Student Counseling Services; Student Health Education and Compliance; Community Standards and Wellbeing; Creighton Intercultural Center; Student Leadership and Involvement Center - includes New Student Orientation (Welcome Week and Summer Preview) and oversight of Creighton Students Union (student government), Fraternity and Sorority Life, and over 200 registered student organizations; Recreation and Wellness - includes intramural/club sports and fitness programs; the student life function of the Encuentro Dominicano study abroad program; Housing Services (approximately 2,500 students live in one of the nine residence halls on campus); Dining Services; Student Centers; Centralized Reservations; and Creighton University's Retreat Center in Griswold, IA. 18764234 0 11493632 Sponsored Research and Other Education and General 18764234 0 11493632 373309855 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 1 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 1 1 1 1 0 1 11072 0 1 5394 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 36 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jan Madsen 4022802131 2500 California Plaza Omaha NE 68178 Gregory McDermott Athletic Coach 40 0 X 2102052 0 41260 Erin Willis Loucks MD Professor 40 0 X 907615 0 22918 John Schmidt MD Professor 40 0 X 756986 0 42385 Robert Dunlay Dean, School of Medicine 40 0 X 766689 0 30467 Harold A Kaftan MD Professor 40 0 X 653757 0 43116 Terence Zach MD Professor 40 0 X 581950 0 36162 Jan Madsen Executive Vice President 40 1 X 410885 0 9975 Anthony Hendrickson Former Key Employee 40 0 X 345059 0 42327 Dr Thomas Murray Provost (End 10/20) 40 1 X 336048 0 37912 James S Jansen JD General Counsel/Secretary 40 1 X 331691 0 41538 Mark Latta DMD Dean, School of Dentistry 40 1 X 326651 0 27480 Evan T Robinson Dean, Pharmacy and Allied Health 40 0 X 286277 0 37850 Matt Gerard Vice President, University Relations 40 0 X 267047 0 42053 Bridget Keegan Dean, School of Arts & Sciences 40 0 X 255815 0 8963 Amy Wilson Former Key Employee 40 0 X 213301 0 21253 Derek Scott Associate Vice President, Facilities Management 40 1 X 169060 0 6987 Mardell Wilson Provost (Start 10/20) 40 1 X 126827 0 16450 Mr Thomas Barry Director 1 0 X 0 0 0 Rev Casey Beaumier SJ Director 1 0 X 0 0 0 Mr James Blackledge Director 1 0 X 0 0 0 Rev Matthew E Carnes SJ Director 1 0 X 0 0 0 Rev Christopher S Collins SJ Director 1 0 X 0 0 0 Mr Jerry Crouse Director 1 0 X 0 0 0 Ms Diane K Duren Director 1 0 X 0 0 0 Mr Chris Elias Director 1 0 X 0 0 0 Mr William J Fox JD Director 1 0 X 0 0 0 Mr W Gary Gates Director, Vice Chairman 1 0 X X 0 0 0 Mr Nizar Ghoussaini Director 1 0 X 0 0 0 Mr Robert J Greenwood Director 1 0 X 0 0 0 Ms Susan Haddix Director 1 0 X 0 0 0 Ms Sharon Harper Director 1 0 X 0 0 0 Mr Frank L Hayes Director 1 0 X 0 0 0 Mr Scott C Heider Director 1 0 X 0 0 0 Rev Daniel S Hendrickson SJ President 40 0 X X 0 0 0 Mr Mark W Henkels Director 1 0 X 0 0 0 Mr Richard T Kizer Director 1 0 X 0 0 0 Ms Wende Kotouc Director 1 0 X 0 0 0 Rev G Thomas Krettek SJ PhD Director 1 0 X 0 0 0 Mr Bruce R Lauritzen Director 1 0 X 0 0 0 Rev William P Leahy SJ Director 1 0 X 0 0 0 Mr Darrell Lee MD Director 1 0 X 0 0 0 Mr Michael McCarthy Director, Chairman 1 0 X X 0 0 0 Mr Chris J Murphy Director 1 0 X 0 0 0 Ms Sheila Nix Director 1 0 X 0 0 0 Ms Janis Orlowski MD Director 1 0 X 0 0 0 Mr Mark H Rauenhorst Director 1 0 X 0 0 0 Mr Robert Reed Jr Director 1 0 X 0 0 0 Mr William Roe Director 1 0 X 0 0 0 Rev Nicholas Santos SJ PhD Director 40 0 X 0 0 0 Mr Tobin A Schropp Director 1 0 X 0 0 0 Ms Ann Schumacher Director 1 0 X 0 0 0 Mr Nick W Turkal MD Director 1 0 X 0 0 0 Mr Mark R Walter Director 1 0 X 0 0 0 Ms Gail Werner-Robertson Director 1 0 X 0 0 0 Mr Gary Witt Director 1 0 X 0 0 0 Mr Ryan Zabrowski Director 1 0 X 0 0 0 Mr Patrick J Zenner Director 1 0 X 0 0 0 8837710 0 509096 437 1 1 0 Ruffalo Noel Levitz LLC 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Enrollment Marketing Solutions 1366208 Project Advocates LLC 120 S 131 Ave Ste 5101 Omaha NE 68122 Construction Management 1273790 Optimized Systems 1313 Cuming Street Ste 200 Omaha NE 68102 Energy Consulting 796998 Ascend Learning Holdings LLC 11161 Overbrook Road Leadwood KS 66211 Medical Education Solutions 772451 Childrens Hospital and Medical Center 8200 Dodge St Omaha NE 68114 Physician Billing Services 597124 31 0 0 245750 2610372 21319555 102861710 31188313 127037387 Higher Education: Instruction 611310 416370032 416370032 0 0 Higher Education: Health Care Services 611710 12819533 12819533 0 0 Student Life Programs: Auxillary Services 721310 33110586 33020083 90503 0 Other Education and General 611710 11493632 11493632 0 0 0 0 0 0 473793783 30563423 0 -639934 31203357 0 0 0 0 134452 0 0 134452 0 0 214908908 0 191299189 0 23609719 0 23609719 0 0 23609719 14015 245750 62993 -48978 0 -48978 0 655089786 473703280 -549431 54898550 152172 152172 112345290 112345290 0 0 0 0 3454442 0 3454442 0 0 0 0 0 209844069 135559748 69250755 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525581504 12944121 39485097 6885413 -2262387 4574442 568813254 448457492 26114464 64780962 7747869 -1138429 7161974 525581504 0.41 0.37 0.22 1 0 0 52612459 52612459 0 673011579 314105232 358906347 0 6226283 2434159 3792124 0 129813046 78518290 51294756 0 85651810 36912850 48738960 515344646 Private Equity Investments 257491254 F TIF Loan 261786 F 257753040 0 Other Liabilities 27588636 Interest Rate Swaps 24605919 Refundable Student Loans 18832816 Reserves 4091929 Lease Liability 645721 75765021 X Schedule D, Part V, Line 4 The University's intended uses for the endowment fund earnings are primarily scholarships, operations and support of academic programs. Schedule D, Part X, Line 2 As of June 30, 2021, the University had no liability for unrecognized tax benefits. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Creighton University's nondiscrimination policy is stated in all publications from Admissions and in all brochures issued by the Registrar. Nondiscrimination policy: Creighton admits qualified students and hired qualified employees without regard to race, color, age, national or ethnic origin, disability, sex, marital status or religion. Its education and employment policies, scholarships and loan programs and activities are administered without unlawful discrimination. The University is taking affirmative action to employ and advance in employment qualified disabled veterans and veterans of the Vietnam era. It is also the policy of the University to make all programs and services available to all individuals with disabilities. Schedule E, Part I, Line 6 Creighton University receives federal funds in the form of research grants, scholarship funds and contract payments. Central America and the Caribbean 0 0 Investments 103726000 Europe (including Iceland and Greenland) 0 0 Investments 15257000 North America (including Canada and Mexico, but not the United States) 0 0 Investments 8642000 Central America and the Caribbean 0 6 Program Services Group based trips led by faculty 550475 Europe (including Iceland and Greenland) 0 0 Program Services Group based trips led by faculty 116324 Sub-Saharan Africa 0 0 Program Services Group based trips led by faculty 500 0 6 128292299 1 0 1 0 1 0 Leaders for Life Luncheon 198550 198550 0 0 0 0 0 0 22358 Bluejay Bash 61215 47200 14015 0 18110 0 12727 9766 32 0 259765 245750 14015 0 18110 0 12727 9766 22390 62993 -48978 1 Greater Omaha Chamber Foundation 1301 Harney Street Omaha NE 68102 470633685 501(c)(3) 25000 General Support Greater Omaha Alliance for Business Ethics 2500 California Plaza Omaha NE 68178 743244900 501(c)(3) 22500 General Support American Cancer Society 3380 Chastain Meadows Parkway NW Kennesaw GA 30144 131788491 501(c)(3) 16000 General Support Creighton Preparatory School 7400 Western Avenue Omaha NE 68114 470438012 501(c)(3) 6200 General Support Boys and Girls Club of the Midlands 2610 Hamilton Street Omaha NE 68131 470467350 501(c)(3) 5500 General Support 5 0 Scholarships 4929 112345290 0 Schedule I, Part I, Line 2 The grants and/or financial assistance provided to the students are applied directly to the student's account, ensuring that the funds are used as intended. X X X 0 1 X X X 0 0 0 0 0 0 0 0 0 Gregory McDermott Athletic Coach 1968983 0 100000 0 33069 0 9975 0 31285 0 2143312 0 0 0 Erin Willis Loucks MD Professor 907615 0 0 0 0 0 9975 0 12943 0 930533 0 0 0 John Schmidt MD Professor 756986 0 0 0 0 0 9975 0 32410 0 799371 0 0 0 Robert Dunlay Dean, School of Medicine 766689 0 0 0 0 0 9975 0 20492 0 797156 0 0 0 Harold A Kaftan MD Professor 634257 0 0 0 19500 0 9975 0 33141 0 696873 0 0 0 Terence Zach MD Professor 562450 0 0 0 19500 0 9975 0 26187 0 618112 0 0 0 Jan Madsen Executive Vice President 391385 0 0 0 19500 0 9975 0 0 0 420860 0 0 0 Anthony Hendrickson Former Key Employee 325559 0 0 0 19500 0 9975 0 32352 0 387386 0 0 0 Dr Thomas Murray Provost (End 10/20) 336048 0 0 0 0 0 9975 0 27937 0 373960 0 0 0 James S Jansen JD General Counsel/Secretary 312191 0 0 0 19500 0 9975 0 31563 0 373229 0 0 0 Mark Latta DMD Dean, School of Dentistry 307151 0 0 0 19500 0 9975 0 17505 0 354131 0 0 0 Evan T Robinson Dean, Pharmacy and Allied Health 286277 0 0 0 0 0 9975 0 86575 0 382827 0 0 0 Matt Gerard Vice President, University Relations 267047 0 0 0 0 0 9701 0 32352 0 309100 0 0 0 Bridget Keegan Dean, School of Arts & Sciences 255815 0 0 0 0 0 8963 0 0 0 264778 0 0 0 Amy Wilson Former Key Employee 213301 0 0 0 0 0 7280 0 13973 0 234554 0 0 0 Derek Scott Associate Vice President, Facilities Management 169060 0 0 0 0 0 6003 0 984 0 176047 0 0 0 Schedule J, Part I, Line 1a The University paid for charter travel for an officer, a key employee, and one our of our highest compensated employees. In all cases, the charter travel was for business purposes, and accordingly, the cost of the charter travel was not treated as taxable compensation. The University President is provided housing on campus, which is required of his position. Club membership dues are paid for listed employees and are included in box 5 W-2 wages with the one exception of the University President who is a Jesuit priest and thus has no taxable compensation since his annual salary is paid directly to the religious order in accordance with his vow of poverty. Schedule J, Part I, Line 1b As stated related to line 1a, the University President is the only listed person on Part VII, Section A, provided a residence. Therefore, there is no specific policy. The Club dues that are provided are specific to the related employee's employment contract instead of an overall policy with the one exception of the University President whose expenses are approved for the year by the Board of Trustees. A The County of Douglas Nebraska 476006455 259226BT4 2020-04-30 95675000 Refund prior bonds (11/1/18) 0 0 0 B The County of Douglas Nebraska 476006455 259226CQ9 2017-12-04 79769316 Construct facility & refund bonds (12/15/10) 0 0 0 C The Industrial Development Auth of the County of Maricopa 860445263 56678RAG8 2020-01-08 73487499 Construct & equip facility 0 0 0 A 750000 0 95675000 0 0 0 0 0 0 0 95675000 0 2009 1 0 1 1 B 11050000 0 81137043 0 7377 0 410272 0 0 50140015 30579379 0 2018 0 1 0 1 C 0 0 73833464 0 10963 0 371866 0 0 69268807 0 4181828 0 0 0 1 A 0 1 1 1 0 0.0185 0 0.0185 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 A 0 0 1 1 1 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 Schedule K, Part II, Line 3-12/04/2017 79,769,316 The County of Douglas Nebraska The total proceeds do not agree to the issue price in Part I, Column (e) due to investment earnings. Schedule K, Part II, Line 3-01/08/2020 73,487,499 The Industrial Development Auth of the County of M The total proceeds do not agree to the issue price in Part I, Column (e) due to investment earnings. Schedule K, Part IV, Line 2c-04/30/2020 95,675,000 The County of Douglas Nebraska Date the Rebate Computation was Performed: 04/30/2020 Note regarding the rebate computation on 4/30/2020: Since the proceeds have been spent, a spending exception was met, and the debt service funds were operated on a bona fide basis, no further rebate calculations are necessary. Schedule K, Part IV, Line 2c-12/04/2017 79,769,316 The County of Douglas Nebraska Date the Rebate Computation was Performed: 07/01/2020 Note regarding the rebate computation on 7/1/2020: Since the proceeds have been spent and the debt service funds were operated on a bona fide basis, no further rebate calculations are necessary. Officer Dependent of Officer 42618 Employee Tuition Remission Employee Benefit Sharon Harper Creighton Trustee and Chair/CEO of the Plaza Companies 37837188 Construction management services - Phoenix campus 0 Gail Werner-Robertson Creighton Trustee and Husband Scott Robertson owner of Ultra Air, LLC 232408 Airplane flights 0 Bruce R Lauritzen Creighton Trustee and Officer of First National Bank 130414 Fees for banking transactions 0 X 131 30197389 FMV X 535000 749650 FMV X Under $100,000 6 141274 Various X Aircraft Usage 1 100000 FMV 1 0 1 1 Schedule M, Part I, Line 9 During the fiscal year ended June 30, 2021, the University received 131 contributions of various shares of publicly traded securities. Schedule M, Part I, Lines 25-28 During the fiscal year ended June 30, 2021, the University received 6 contributions of various non-cash gifts, ranging from $3,300-$60,000. Schedule M, Part I, Line 32b Third party brokers are used to sell securities that are received as contributions upon the receipt of the securities. Third party brokers are also used to sell real property and artwork items that are received as contributions. Form 990, Part VI, Section A, Line 2 James Blackledge and Gary Gates - Business Relationship. Tobin Schropp and Michael McCarthy - Business Relationship. Diane Duren and Gail Werner-Robertson - Business Relationship. James Blackledge and Frank Hayes - Business Relationship. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared and reviewed by management. Upon completion, the Risk Management, Audit and Compliance Committee of the Board of Trustees reviews the Form 990 and 990-T. Prior to filing, all members of the Board of Trustees are provided access to the Form 990 via e-mail communication. Form 990, Part VI, Section B, Line 12c All University senior officers and members of the Board of Trustees are required annually to submit a statement disclosing any potential conflicts of interest to the Office of the University President. Any potential conflicts disclosed are reviewed by the Executive Committee. This Committee determines what further action should be taken to prevent or mitigate the conflict of interest. Form 990, Part VI, Section B, Line 15 Review of the total compensation of the officers, key employees, and five highest-compensated other employees is conducted annually. The process involves collection of the market comparison data and individual performance evaluation ratings which are reviewed and considered by executive management in setting compensation for the coming year, followed by a review of the compensation and performance information by the President with the Board of Trustees Chair. The process is documented upon completion. Form 990, Part VI, Section C, Line 19 The University conflict of interest policies and financial statements are located on the University website and are also available upon request. Form 990, Part XI, Line 9 Creighton University made cash transfers of $9,009 to Creighton Dental QALICB, Inc. Creighton-Univ Boys Town Healthcare Fdn 511 N 20th Street Omaha NE 68178 470841669 Receive grants and disburse to its members NE 501(c)(3) 12 Type 2 N/A 0 Creighton Dental QALICB Inc 2500 California Plaza Omaha NE 68178 813824857 Construct, finance and lease the University dental school building on behalf of Creighton University NE 501(c)(3) 12 Type 1 Creighton University 1 Creighton Soccer Stadium Inc 2500 California Plaza Omaha NE 68178 470151500 Rental of real estate NE Creighton University C 651836 1 1 Charitable Remainder Trusts (26) Creighton University 2500 California Plaza Omaha NE 68178 Trust NE Creighton University T 0 0 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 Creighton Dental QALICB Inc d 13332440 Loan amount leveraged for Creighton Dental QALICB Inc. Creighton Dental QALICB Inc k 316000 Creighton Dental QALICB Inc. leased University dental school building to Creighton University.