2022-05-16T09:28:37-05:00 2021-06-30 341897225 HILL BARTH & KING LLC 3838 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 34103 990 2020-07-01 030482006 AVE MARIA UNIVERSITY INC AVEM 2392802500 5050 AVE MARIA BLVD AVE MARIA FL 34142 EUGENE MUNIN VP FINANCE/CFO 2392802500 2022-05-16 1 EUGENE MUNIN 999009999 DARBY BEAVERSON P01262805 2392632111 2022-05-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z EUGENE MUNIN 5050 AVE MARIA BLVD AVE MARIA FL 34142 85814365 0 X WWW.AVEMARIA.EDU X 2002 FL UNIVERSITY EDUCATION GROUNDED IN THE TRADITIONS AND FAITH OF THE ROMAN CATHOLIC CHURCH 26 24 947 41 0 0 10059654 23982065 35640003 37515816 17162 -548707 -99065 795993 45617754 61745167 15853583 16996687 0 0 15981219 16331289 0 0 2472285 22169214 21547645 54004016 54875621 -8386262 6869546 227969836 234976166 62582209 59297967 165387627 175678199 X FOUNDED IN FIDELITY TO CHRIST AND HIS CHURCH IN RESPONSE TO THE CALL OF VATICAN II FOR GREATER LAY WITNESS IN CONTEMPORARY SOCIETY, AVE MARIA UNIVERSITY EXISTS TO FURTHER TEACHING, RESEARCH, AND LEARNING AT THE UNDERGRADUATE AND GRADUATE LEVELS IN THE ABIDING TRADITION OF CATHOLIC THOUGHT IN BOTH NATIONAL AND INTERNATIONAL SETTINGS. THE UNIVERSITY TAKES AS ITS MISSION THE SPONSORSHIP OF A LIBERAL ARTS EDUCATION CURRICULUM DEDICATED, AS ARTICULATED IN THE APOSTOLIC CONSTITUTION EX CORDE ECCLESIAE, TO THE ADVANCEMENT OF HUMAN CULTURE, THE PROMOTION OF DIALOGUE BETWEEN FAITH AND REASON, THE FORMATION OF MEN AND WOMEN IN THE INTELLECTUAL AND MORAL VIRTUES OF THE CATHOLIC FAITH, AND TO THE DEVELOPMENT OF PROFESSIONAL AND PRE-PROFESSIONAL PROGRAMS IN RESPONSE TO LOCAL AND SOCIETAL NEEDS. 0 0 46977834 16996687 38119295 OPERATING A UNIVERSITY DEDICATED TO INSTRUCTING AND TRAINING INDIVIDUALS TOWARDS A BACCALAUREATE, MASTERS OR DOCTORATE DEGREE. 1,184 STUDENTS WERE SEEKING DEGREES AT AMU DURING THE FALL 2020-2021 SCHOOL YEAR. 46977834 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 54 0 947 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 24 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 AK KS NH OR KY LA MA MD MO WA X X EUGENE MUNIN 2392801674 5050 AVE MARIA BLVD AVE MARIA FL 34142 BARBARA B HENKELS TRUSTEE EMERITUS 2.00 X 0 0 0 BERNADETTE LUCA TRUSTEE 2.00 X 0 0 0 BISHOP FRANK J DEWANE TRUSTEE, EX OFFICIO 2.00 X 0 0 0 DANIEL N MEZZALINGUA TRUSTEE EMERITUS 2.00 X 0 0 0 DEACON JOHN JARVIS TRUSTEE 2.00 X 0 0 0 DENZIL SAMUELS TRUSTEE 2.00 X 0 0 0 DONNA M BRADT TRUSTEE 2.00 X 0 0 0 EUGENE MUNIN VP FINANCE/CFO 40.00 1.00 X X 190372 0 0 GLORY L SULLIVAN TRUSTEE EMERITUS 2.00 X 0 0 0 GUY SMITH TRUSTEE (THRU AUG 2020) 2.00 X 0 0 0 JENNIFER KASTROLL TRUSTEE 2.00 X 0 0 0 JOHN V TIPPMANN SR TRUSTEE EMERITUS 2.00 X X 0 0 0 JOSEPH C CANIZARO TRUSTEE EMERITUS 2.00 X 0 0 0 KEVIN C RHOADES TRUSTEE 2.00 X 0 0 0 LEIGH-ANNE KAZMA TRUSTEE 2.00 X 0 0 0 LOUIS ARGENTA DR TRUSTEE 2.00 X 0 0 0 MARY L DEMETREE TRUSTEE 2.00 X 0 0 0 MICHAEL SCHWARTZ TRUSTEE 2.00 X 0 0 0 PATRICK T RAINEY TRUSTEE/CHAIRMAN 10.00 X X 0 0 0 PAUL R RONEY TRUSTEE 2.00 X 0 0 0 SEAN PATRICK CARDINAL O'MALLEY TRUSTEE 2.00 X 0 0 0 THOMAS P PRINCE TRUSTEE 2.00 X 0 0 0 THOMAS S MONAGHAN TRUSTEE/CHANCELLOR 5.00 X X 0 0 0 WALTER KNYSZ JR DDS TRUSTEE 2.00 X 0 0 0 ANTHONY D'AGOSTINO TRUSTEE 2.00 X 0 0 0 CHRISTOPHER G FAHEY TRUSTEE 2.00 X 0 0 0 CHRISTOPHER P ICE TRUSTEE/AMU PRESIDENT (THRU JULY '21) 40.00 X X 376043 0 20462 GREG DOLAN TRUSTEE 2.00 X 0 0 0 ANNE HENDERSHOTT TRUSTEE 2.00 X 0 0 0 MICHAEL KANE TRUSTEE 2.00 X 0 0 0 DEACON STEVEN MARCUS TRUSTEE 2.00 X 0 0 0 TERRENCE O'DAY TRUSTEE 2.00 X 0 0 0 TIMOTHY PATTON TRUSTEE 2.00 X 0 0 0 BRENT JOHNSON VP ENROLLMENT 40.00 X 184168 0 0 RATCHAPOL DEJTHAI VP IT/CIO 40.00 X 193362 0 0 ROGER NUTT VP ACADEMIC AFFAIRS 40.00 X 213624 0 0 KIMBERLY M KING VP STUDENT AFFAIRS 40.00 X 136272 0 0 PATRICK J O'CONNELL PRINCIPAL GIFT OFFICER 40.00 X 172551 0 0 GABRIEL X MARTINEZ BUSINESS INST. ASSOC. PROF 40.00 X 139243 0 0 MICHAEL A DAUPHINAIS ASSOC. THEOLOGY PROFESSOR 40.00 X 139325 0 0 SEANA C SUGRUE POLITICAL SCIENCE PROFESSO 40.00 X 133594 0 0 PETER S WHALEN ASSOC PROF MKTG & ENTREPRE 40.00 X 149955 0 0 JOSEPH P PATTERSON ATHLETIC DIRECTOR 40.00 X 135320 0 0 H JAMES TOWEY FORMER AMU PRESIDENT 0.00 X 378674 0 0 2542503 0 20462 30 1 1 0 VERNON LITIGATION 8985 FONTANA DEL SOL WAY NAPLES FL 34109 LEGAL AND LITIGATION SERVICES 225000 CTHX SERVICES LLC 9305 GERWIG LANE SUITE V-Y COLUMBIA MD 21046 HEATING AND COOLING SERVICES 122706 HILL BARTH & KING LLC 3838 TAMIAMI TRAIL NORTH NAPLES FL 34103 AUDIT, TAX, AND CONSULTING SERVICES 106500 FUZATI LLC 9746 WITHORN DRIVE HOUSTON TX 77095 MARKETING AND ADVERTISING 102000 4 306146 2700197 20975722 1475588 23982065 TUITION AND FEES 611710 25406815 25406815 FACULTY AND STUDENT HOUSING 531110 11061191 11061191 MISCELLANEOUS PROGRAM REVENUE 611710 1047810 1047810 37515816 287507 287507 6156 6156 201181 0 201181 201181 201181 22924569 21952719 1808064 971850 -1808064 -836214 -836214 62554 306146 162782 -100228 -100228 231038 145633 85405 85405 CHANGE IN SPLIT INT AGREEMENT 611710 603479 603479 603479 61745167 38119295 0 -356193 49169 49169 16947518 16947518 1554368 1276618 174528 103222 12007526 9861900 1348231 797395 1770382 1454032 198782 117568 999013 820500 112171 66342 509729 152178 331510 26041 137229 107578 20426 9225 23057 19170 2301 1586 513321 153251 333846 26224 298157 247887 29753 20517 1171028 973592 116854 80582 569930 473839 56872 39219 7648 6359 763 526 3464933 2880742 345757 238434 363284 302034 36251 24999 57443 47758 5732 3953 3355555 2483112 671110 201333 5342012 3953090 1068401 320521 843483 701271 84169 58043 STUDENT ACTIVITIES 2913558 2422329 290737 200492 MEALS 481450 400277 48043 33130 LIBRARY AND ACADEMIC SU 343289 285410 34256 23623 DUES & SUBSCRIPTIONS 307966 256043 30731 21192 844573 702177 84278 58118 54875621 46977834 5425502 2472285 14117179 28924914 1633418 935685 885594 691287 740362 324977 93499 78807 395802 585620 239344473 60205267 185055038 179139206 22182445 21198289 2866499 3097381 227969836 234976166 1954952 2760337 56495000 55190000 3066191 234623 1066066 1113007 62582209 59297967 X 144779262 142787887 20608365 32890312 165387627 175678199 227969836 234976166 6869546 3421026 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 6523539 697683 1624359 183209 8662372 6094420 506913 50972 128766 6523539 5718670 172466 401817 198533 6094420 5231058 126500 511623 150511 5718670 4634086 277709 468499 149236 5231058 0.69313 0.30687 0 0 10011355 10011355 201541522 40652293 160889229 255167 242264 12903 13265456 9979005 3286451 14270973 9331705 4939268 179139206 GIFT ANNUITIES PAYABLE 1113007 1113007 52624439 3421026 4477990 7899016 44725423 23057 16996687 17019744 61745167 39972356 2116479 2116479 37855877 23057 16996687 17019744 54875621 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO USE ANNUAL INVESTMENT INCOME TO SUPPORT SCHOLARSHIPS AND PROGRAMS ACCORDING TO THE FUND'S DESIGNATED PURPOSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD FUNDRAISING EVENTS EXPENSES RELATED PARTY REVENUE FROM CONSOLIDATED FINANCIALS LOSS ON SALE OF FIXED ASSETS PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES RELATED PARTY CONTRIBUTION PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES COST OF GOODS SOLD LOSS ON SALE OF FIXED ASSETS PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES RELATED PARTY CONTRIBUTION PART III, LINE 4: THE UNIVERSITY HAS ASSEMBLED A COLLECTION OF RARE AND HISTORICAL RELIGIOUS AND PHILOSOPHICAL BOOKS AND MANUSCRIPTS WHICH ARE USED FOR SCHOLARLY RESEARCH BY BOTH UNDERGRADUATE AND GRADUATE STUDENTS. THESE COLLECTIONS ARE ALSO MADE AVAILABLE TO VISITING SCHOLARS AND RESEARCHERS. IN ADDITION TO ITS BOOKS AND MANUSCRIPT COLLECTION, THE UNIVERSITY ALSO OWNS A SMALL COLLECTION OF RELIGIOUS ART AND ARTIFACTS THAT ARE ON PUBLIC DISPLAY AND ARE USED TO FURTHER ITS MISSION AS A UNIVERSITY IN THE CATHOLIC TRADITION, BRINGING SOCIAL AND SPIRITUAL BENEFITS TO ITS STUDENTS AND STAFF. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THESE POLICIES ARE PUBLISHED IN CATALOGS DESCRIBING THE INSTITUTIONS COURSE OFFERINGS AND EMPLOYMENT ADVERTISEMENTS. SCHOLARSHIP DINNER 303100 272476 30624 139969 SE MICHIGAN SCHOLARSHIP DINNER 48670 33670 15000 22475 1 16930 0 16930 338 368700 306146 62554 162782 162782 -100228 1 AVE MARIA UNIVERSITY LAND TRUST 5050 AVE MARIA BLVD AVE MARIA FL 34142 200154974 501(C)(3) 49169 GENERAL USE GENERAL SCHOLARSHIP GRANTS ARE AWARDED TO QUALIFIED STUDENTS ATTENDING AVE MARIA UNIVERSITY. 1184 16947518 FMV AS SEMESTER CLASSES BEGIN PART I, LINE 2: THE OFFICE OF FINANCIAL AID DETERMINES A STUDENT'S ELIGIBILITY BASED ON THE FAMILY'S FINANCIAL STRENGTH, WHICH INCLUDES CONSIDERATION OF FAMILY INCOME AND ASSETS, NUMBER OF CHILDREN IN COLLEGE AND, IF APPROPRIATE, SPECIAL CIRCUMSTANCES. FINANCIAL AID WILL BE REVOKED WITHOUT ADEQUATE PROGRESS. X 0 0 X X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER P ICE TRUSTEE/AMU PRESIDENT (THRU JULY '21 352692 0 0 0 23351 0 0 0 20462 0 396505 0 0 0 H JAMES TOWEY FORMER AMU PRESIDENT 357742 0 0 0 20932 0 0 0 0 0 378674 0 0 0 ROGER NUTT VP ACADEMIC AFFAIRS 192963 0 0 0 20661 0 0 0 0 0 213624 0 0 0 RATCHAPOL DEJTHAI VP IT/CIO 166666 0 0 0 26696 0 0 0 0 0 193362 0 0 0 EUGENE MUNIN VP FINANCE/CFO 189298 0 0 0 1074 0 0 0 0 0 190372 0 0 0 BRENT JOHNSON VP ENROLLMENT 163657 0 0 0 20511 0 0 0 0 0 184168 0 0 0 PATRICK J O'CONNELL PRINCIPAL GIFT OFFICER 165010 0 0 0 7541 0 0 0 0 0 172551 0 0 0 PART I, LINE 1A THE UNIVERSITY PRESIDENT IS PROVIDED A RESIDENCE NEAR CAMPUS AS AN ORDINARY AND NECESSARY EXPENSE TO BE ACCESSIBLE AND AVAILABLE TO FACULTY, ADMINISTRATION, AND STUDENTS. A COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAL0 2013-07-11 8105000 REFUND OF PRIOR BOND ISSUE 0 0 0 B COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAE6 2013-07-11 8215000 REFUND OF PRIOR BOND ISSUE 0 0 0 C COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAM8 2013-07-11 5230000 REFUND OF PRIOR BOND ISSUE 0 0 0 D COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAF3 2013-07-11 5500000 REFUND OF PRIOR BOND ISSUE 0 0 0 A 5325000 1 0 1 1 B 1 0 1 1 C 1 0 1 1 D 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 C 1 0 0 0 0 0 D 1 0 0 0 0 0 A 0 B 0 C 0 D 0 A COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAG1 2013-07-11 14290000 REFUND OF PRIOR BOND ISSUE 0 0 0 B COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAN6 2013-07-11 19175000 REFUND OF PRIOR BOND ISSUE 0 0 0 A 1 0 1 1 B 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 A 0 B 0 AVE MARIA DEVELOPMENT THOMAS S. MONAGHAN IS AN OFFICER AND TRUSTEE OF AMU AND A 50% OWNER OF AMD 50817 AMU MAKES PAYMENTS TO AMD FOR RENTED SPACE FOR THE CAMPUS STORE AND ENROLLMENT CENTER. 0 X 12 1475588 FMV AT TIME OF GIFT 0 1 0 FORM 990, PART VI, SECTION A, LINE 1 THE BOARD BYLAWS ALLOW THE BOARD TO CONFER "TRUSTEE EMERITUS" STATUS ON ANY BOARD MEMBER WHO HAS SERVED FOR 8 YEARS AND HAS REACHED THE AGE OF 65. THEY ARE ALLOWED TO ATTEND MEETINGS AND PARTICIPATE IN DISCUSSIONS BUT NOT VOTE. FORM 990, PART VI, SECTION A, LINE 8B SOME, BUT NOT ALL COMMITTEES OF THE BOARD TAKE AND RETAIN MINUTES. HOWEVER, NOTES ARE TAKEN FOR THE PLENARY MEETINGS OF THE BOARD AND ALL MOTIONS AND PASSED RESOLUTIONS ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE CFO OF THE UNIVERSITY REVIEWS THE FORM 990 PRIOR TO SIGNING. THE RETURN IS ALSO MADE AVAILABLE TO ANY BOARD MEMBER, IF THEY REQUEST IT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE DIRECTED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED WHERE THE RESPONSIBLE PERSON BELIEVES THERE COULD BE AN ACTUAL OR APPARENT CONFLICT OF INTEREST. RESPONSIBLE PERSON SHALL SUPPLEMENT THE STATEMENT WHENEVER NECESSARY TO KEEP THE ORGANIZATION INFORMED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES REVIEWED AND APPROVED THE COMPENSATION AND DECISION MAKING PROCESS WHEN DETERMINING THE COMPENSATION FOR ITS PRESIDENT. THE SALARY WAS COMPARED TO OTHER PRESIDENTS OF PEER UNIVERSITIES USING THE CHRONICLE FOR HIGHER EDUCATION DATABASE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRED TO BE AVAILABLE TO THE PUBLIC MAY BE REVIEWED DURING NORMAL WORKING HOURS AT THE AVE MARIA UNIVERSITY ADMINISTRATIVE OFFICE IN AVE MARIA FLORIDA BY APPOINTMENT. AVE MARIA COLLEGE 5050 AVE MARIA BLVD AVE MARIA FL 34142 383415373 AVE MARIA COLLEGE CEASED OPERATIONS 6/30/07 AND MOVED TO AVE MARIA, FL MI 501(C)(3) SEC 170(B)(1)(A) AMU OWNS 100 OF AMC STOCK 0 AVE MARIA UNIVERSITY LAND TRUST 5050 AVE MARIA BLVD AVE MARIA FL 34142 200154974 SUPPORTING ORGANIZATION TO AVE MARIA UNIVERSITY FL 501(C)(3) 509(A)(3) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AVE MARIA UNIVERSITY LAND TRUST INC B 49169 FMV