2022-11-10T08:13:27-07:00 2022-06-30 990 2021-07-01 350886846 UNIVERSITY OF SAINT FRANCIS OF FORT WAYNE INDIANA INC UNIV 2603997700 2701 Spring Street Fort Wayne IN 468083939 Craig Teetsel Vice President for Finance 2603997700 2022-11-10 1 11 0 AAL2 2021 2022-09-23 18:48:47Z University of Saint Francis Rev Dr Eric Zimmer 2701 Spring Street Fort Wayne IN 468083939 119636611 0 0928 X www.sf.edu X 1940 IN Rooted in the Catholic and Franciscan traditions of Faith and Reason, the University of Saint Francis engages a diverse community in learning, leadership, and service. 27 25 910 51 14212 56314 12383185 15553143 63621365 63001068 2510985 822978 63053 14212 78578588 79391401 22397240 23979163 0 0 28356895 29154173 126770 109200 909176 20319235 24919218 71200140 78161754 7378448 1229647 133868306 128672353 21896717 21035321 111971589 107637032 Rooted in the Catholic and Franciscan traditions of Faith and Reason, the University of Saint Francis engages a diverse community in learning, leadership, and service. 0 0 68009679 23979163 58491034 Educational Delivery: Expenses for education and instruction. Located in Fort Wayne, Indiana, the University of Saint Francis is a private, Catholic university enrolling approximately 2,350 students in majors such as liberal arts, creative arts, business, and health sciences. 3102489 0 4145178 Student Services Programs: Athletics and Auxiliary Enterprises - Expenses for athletics, food services, books, merchandise, and residence halls. 4075494 0 0 Educational Delivery: Depreciation on buildings and equipment: The University of Saint Francis main campus is composed of approximately 135 acres of ground with 44 buildings, containing approximately 778,000 square feet of space. Additionally, the university's campus in Crown Point, IN consists of approximately 7 acres and one building. 0 0 0 75187662 1 1 0 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 3312 0 1 910 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 27 25 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X Craig Teetsel 2603998004 2701 Spring Street Fort Wayne IN 46808 Rev Dr Eric Zimmer President 40 0 X X 244137 0 37814 Gregory Louck Nurse Anesthesia Faculty 40 0 X 217338 0 51244 Michael Cotrell Assistant Program Director - Nurse Anesthesia 40 0 X 187518 0 36643 Lance Richey Vice President for Academic Affairs 40 0 X 139423 0 47788 Beth Terrell Vice President for Enrollment Management 40 0 X 156925 0 26000 Robert Pastoor Vice President for Student Affairs - Chief of Staff 40 0 X 129618 0 36430 Angie Harrell Dean of School of Health Sciences 40 0 X 141059 0 23248 Craig Teetsel Vice President for Finance 40 0 X 113307 0 41513 Joshua Fairbanks Physician Assistant Program Director 40 0 X 115833 0 38037 Wendy Clark Graduate Nursing Program Director and Professor of Nursing 40 0 X 133728 0 16760 Richard Bienz Vice President for Operations 40 0 X 119980 0 24401 Ellen Paxton Vice President for Institutional Advancement 40 0 X 102300 0 0 Ian Boyce Board Member 5 0 X 0 0 0 Kathryn Callen Board Member 5 0 X 0 0 0 Steve Corona Board Member 5 0 X 0 0 0 Thomas Creevey Board Member 5 0 X 0 0 0 Richard Fox Board Member/Vice Chairman 5 0 X X 0 0 0 Jane Gerardot Board Member 5 0 X 0 0 0 Sister M Jennifer Henry Board Member 5 0 X 0 0 0 Daniel Klein Board Member 5 0 X 0 0 0 Joseph LaRosa Board Member 5 0 X 0 0 0 David Lupke Board Member 5 0 X 0 0 0 Sister M Angela Mellady Board Member 5 0 X 0 0 0 Sister Margaret Mary Mitchel Board Member 5 0 X 0 0 0 Debra Niezer Board Member/Secretary 5 0 X X 0 0 0 William Niezer Board Member 5 0 X 0 0 0 Thomas Obergfell Board Member 5 0 X 0 0 0 Patrick Pasterick Board Member 5 0 X 0 0 0 Richard Poinsatte Board Member/Chairman 5 0 X X 0 0 0 Sister M Clare Reuille Board Member 5 0 X 0 0 0 Bishop Kevin Rhoades Board Member 5 0 X 0 0 0 Sister M Gemma Salyer Board Member 5 0 X 0 0 0 Charles Schrimper Board Member/Treasurer 5 0 X X 0 0 0 Sister M Lenore Schwartz Board Member 5 0 X 0 0 0 Sister M Dorothy Speckhals Board Member 5 0 X 0 0 0 Esther Terry Board Member 5 0 X 0 0 0 James Vann Board Member 5 0 X 0 0 0 Nicholas Yack Board Member 5 0 X 0 0 0 1801166 0 379878 18 0 1 0 Ruffalo Noel Levitz 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Consulting, Marketing, and Recruitment 1792394 Ellucian Company LP 62578 Collections Center Drive Chicago IL 60693 Information Technology Services 1035247 Calculate LLC 42 Ridgeway Street Newington CT 06111 Marketing Support 256650 Whiteboard Communications LLC 37 West Avenue Suite 204 Wayne PA 19087 Enrollment Management Advisor 234837 Tonn and Blank Construction LLC 1623 Greenwood Ave Michigan City IN 46360 General Contractor 208114 8 0 0 0 70000 6500479 8982664 359432 15553143 Tuition and Fees 611310 58491034 58491034 0 0 Auxiliary Enterprises 611310 4145178 4145178 0 0 Sales and Services 611310 81101 81101 0 0 Miscellaneous 611310 283755 283755 0 0 0 0 0 0 63001068 709421 0 0 709421 0 0 0 0 0 0 0 0 188680 60877 207560 27785 -18880 33092 14212 0 14212 0 40123422 0 40009865 0 113557 0 113557 0 0 113557 0 0 79391401 63001068 14212 822978 X 0 0 23466740 23466740 512423 512423 0 0 1027008 526209 320151 180648 0 0 0 0 23403145 22084377 897805 420963 1188659 1102934 61255 24470 2097222 1994707 78489 24026 1438139 1342978 65086 30075 139738 0 139738 0 73000 0 73000 0 0 0 0 0 109200 109200 71822 0 71822 0 2170830 2124903 0 45927 1029643 1015231 12989 1423 855656 806150 34776 14730 3530294 3530294 0 0 0 0 0 0 1733968 1733968 0 0 583429 245301 309805 28323 0 0 0 0 186964 157573 0 29391 414586 414586 0 0 0 0 0 0 4075494 4075494 0 0 1060233 1060233 0 0 8993561 8993561 0 0 78161754 75187662 2064916 909176 2022035 1645217 8027740 2451227 3837665 4101863 741654 878414 0 0 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24778834 24850656 78161754 Schedule D, Part II, Line 9 The University recognized no revenue during the year related to this conservation easement and incurred a minimal amount of expenses that are included as general operating expenditures. Schedule D, Part III, Line 4 University of Saint Francis' art collection is made up of over 5,000 works of art. The majority of the works include paintings, works on paper, photographs, ceramics, sculpture, and prints. Also included is an antique billiards table. The works of art represent local, regional, national, and international artists. The purpose of the collection is to support the educational endeavors of students and faculty across campus, specifically for those in the university's Division of Creative Arts. The collection is displayed in the John Weatherhead Gallery, the Lupke Gallery, the Gold Fish Gallery, and the Ian and Mimi Rolland Gallery, all of which are open to the public. Schedule D, Part V, Line 4 The university's endowment consists of approximately 90 individual funds established for a variety of purposes (e.g. scholarships, capital expenditures, and educational programs). The endowment includes donor-restricted and board-designated endowment funds. As required by accounting principles generally accepted in the United States of America (GAAP), net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions. Schedule D, Part XI, Line 2d Student financial aid is reported as part of net tuition on the audited financial statements, but is reported as an expense on the Form 990. Schedule D, Part XI, Line 4b Student financial aid is reported as part of Net Tuition on the financial statements, but is recorded as an expense on the Form 990. Additionally, rental expenses are netted against revenue on the Form 990, but are recorded as an expense on the audited financial statements. Schedule D, Part XII, Line 4b Student financial aid is reported as part of Net Tuition on the financial statements, but is recorded as an expense on the Form 990. Additionally, rental expenses are netted against revenue on the Form 990, but are recorded as an expense on the audited financial statements. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 A statement of non-discrimination is included in most print pieces. "The University of Saint Francis encourages applications from qualified students regardless of age, race, religion, national origin, sex, disability, genetics, and veteran status. The University is a Catholic, Franciscan institution and reserves the right to make employment and education decisions based upon religion. The student body at University of Saint Francis consists of students who enter directly out of high school, those who transfer from other colleges and universities, and adults who wish to expand their professional and personal horizons. Schedule E, Part I, Line 6 The Office of Financial Aid at the University of Saint Francis administers financial aid from federal, state, institutional, and private sources according to the federal guidelines provided by the United States Department of Education. The university works with students and families in determining funds to assist students to meet their college expenses. In addition, the University received grants from HRSA, National Science Foundation, National Endowment for the Arts, and the Department of Education (TRiO). Scholarships North America (including Canada and Mexico, but not the United States) 8 0 154005 Scholarships applied against tuition and fees Other Scholarships Europe (including Iceland and Greenland) 7 0 172440 Scholarships applied against tuition and fees Other Scholarships South America 8 0 150591 Scholarships applied against tuition and fees Other Scholarships East Asia and the Pacific 3 0 21500 Scholarships applied against tuition and fees Other Scholarships Sub-Saharan Africa 2 0 13887 Scholarships applied against tuition and fees Other 0 0 0 0 0 0 X X X X X X X 0 All States 1 See schedule I, Part IV Statement 1 1541 0 23466740 Other Scholarships Schedule I, Part I, Line 2 The majority of University of Saint Francis students receive financial aid. The Office of Financial Aid at the University of Saint Francis administers financial aid from federal, state, and private resources according to the federal guidelines provided by the U.S. Department of Education. The University of Saint Francis bases financial aid awards on the information submitted by the student and family via the FASFA, as well as the student's academic records. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 Rev Dr Eric Zimmer President 244137 0 0 0 0 0 0 0 37814 0 281951 0 0 0 Gregory Louck Nurse Anesthesia Faculty 217338 0 0 0 0 0 0 0 51244 0 268582 0 0 0 Michael Cotrell Assistant Program Director - Nurse Anesthesia 187518 0 0 0 0 0 0 0 36643 0 224161 0 0 0 Lance Richey Vice President for Academic Affairs 139423 0 0 0 0 0 0 0 47788 0 187211 0 0 0 Beth Terrell Vice President for Enrollment Management 156925 0 0 0 0 0 0 0 26000 0 182925 0 0 0 Robert Pastoor Vice President for Student Affairs - Chief of Staff 129618 0 0 0 0 0 0 0 36430 0 166048 0 0 0 Angie Harrell Dean of School of Health Sciences 141059 0 0 0 0 0 0 0 23248 0 164307 0 0 0 Craig Teetsel Vice President for Finance 113307 0 0 0 0 0 0 0 41513 0 154820 0 0 0 Joshua Fairbanks Physician Assistant Program Director 115833 0 0 0 0 0 0 0 38037 0 153870 0 0 0 Wendy Clark Graduate Nursing Program Director and Professor of Nursing 133728 0 0 0 0 0 0 0 16760 0 150488 0 0 0 Schedule J, Part I, Line 1a Rev Dr Eric Zimmer was provided with housing in a University owned home during the fiscal year. In addition, the University funds social club dues for President Zimmer. A City of Fort Wayne Indiana 356001029 2017-12-01 15000000 To retire 8/1/08 bond issuance and fund construction projections occurring on campus 0 0 0 A 916147 0 15000000 0 358795 0 72336 0 0 11207664 3720000 0 2019 1 0 1 1 A 0 0 0 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 X 1 2250 FMV X 902 FMV X 7 359432 FMV X Concert Tickets 1 300 FMV 0 0 1 1 Schedule M, Part I, Line 32b The university directs the sale of securities received to a 3rd party vendor, who executes the transaction. Form 990, Part VI, Section A, Line 2 William Niezer is the brother-in-law of Debra Niezer. Debra Niezer is the sister-in-law of William Niezer. Form 990, Part VI, Section A, Line 6 The Corporation shall only have one class of members. The Sisters of the Eastern Province of the Congregation (the "Province"), who from time to time constitute the Provincial Leadership of the Province (the Provincial and Council collectively called "Provincial Leadership"), shall be members of the Corporation. Membership in the Corporation shall not be transferable. The Provincial serves as the Chair of the Members. She may designate another Member to act on her behalf as the chair or in any other matter. Form 990, Part VI, Section A, Line 7a The entire Board shall consist of no more than 31 persons, 25 to be elected and 6 to serve as ex-officio with full voice and vote. The Members shall elect the 25 Trustees. Three of the elected Trustees shall be members of the Province; the remaining 22 Trustees need not be members of the Province. One of the 25 elected Trustees may be a person serving on the academic or administrative staff of the university if they are a member of the Province. The 6 ex-officio Trustees shall be persons from time to time holding the following positions, three of whom shall also be Members; (a) The Chair of the Members, or their designee; (b) Treasurer of the Province; (c) President of the Corporation; (d)(e) Two sisters from the Province, appointed by the Members; (f) Diocese of Fort Wayne-South Bend representative, appointed by the Bishop. Form 990, Part VI, Section A, Line 7b The Members of the Corporation shall be entitled to vote (each Member having one vote) on the following matters reserved exclusively to the Members (a) Amendments to the Articles of Incorporation; (b) Voluntary dissolution of the Corporation or such revocation of dissolution; (c) Amendment to the mission or philosophy statements of the Corporation; (d) Any merger or consolidation of the Corporation with or into any other corporations; (e) Alienation of property or encumbrance of debt as defined in Canon Law; (f) Appointment or removal of the President of the Corporation; (g) Appointment or removal of the Chairperson of the Board; (h) Election or removal of the Trustees of the Corporation; (i) Election or removal of the Honorary Trustees and Emiritus Trustees; (j) Adoption, amendment, or repeal of the Bylaws of the Corporation. Members may vote in person. Except as otherwise required by law, members shall have no voting rights other than expressly stated above. Form 990, Part VI, Section B, Line 11b The completed Form 990 is reviewed by two Board Committees (Finance & Investment and Compensation Commttees) in advance of the full Board review at the fall meeting. Form 990, Part VI, Section B, Line 12c Annually, Conflict of Interest Declaration forms are provided to officers, trustees, and key employees for completion. Upon return, the data is reviewed by the Compensation Committee of the Board in conjunction with Form 990 Parts VI and VII. Board Committee liaisons and chairpersons monitor committee decisions and discussions for potential conflicts of interest. Parties with conflict of interest are not included in discussions or permitted to vote on the matter. Form 990, Part VI, Section B, Line 15 Annually, the compensation of the President, officers, and key employees are reviewed and deliberated on by the Compensation Committee of the Board of Trustees. The data included for this review includes both proposed compensation and bench marking data for comparison and mapping to the compensation philosophy of the University of Saint Francis. Form 990, Part VI, Section C, Line 19 University of Saint Francis makes its governing document, conflict of interest policy and financial statements available to the public upon request. Form 990, Part IX, Line 24e Other expenses consist of four categories: 1) Instructional Support and Supplies $2,263,892; 2) Athletic Programs $1,278,640; 3) Institutional Support $3,627,179; and 4) Auxiliary Enterprises $1,823,849. Sisters of Saint Francis of Perpetual Adoration 1515 Dragoon Trail Mishawaka IN 46546 351328145 The religious community sponsoring the University IN 501(c)(3) 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0