FRANCISCAN UNIVERSITY OF STEUBENVILLE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRANCISCAN UNIVERSITY OF STEUBENVILLE (EIN 34-0714818)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-03-30
- IRS object ID
- 202100899349300710
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-30T09:00:20-05:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714818 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCISCAN UNIVERSITY OF STEUBENVILLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 7402833771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 UNIVERSITY BOULEVARD | AddressLine1Txt |
| City | STEUBENVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43952 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD S ROLLINO | PersonNm |
| Person Title | VP OF FINANCE | PersonTitleTxt |
| Phone | 7402833771 | PhoneNum |
| Signature | 2021-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M KIRSCH | PreparerPersonNm |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FR DAVE PIVONKA TOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 UNIVERSITY BOULEVARD | AddressLine1Txt |
| City | STEUBENVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $163,997,474 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRANCISCAN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | INSTITUTION OF HIGHER EDUCATION AND CHRISTIAN OUTREACH PROGRAMMING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 2178 | TotalEmployeeCnt |
| Total Volunteers | 496 | TotalVolunteersCnt |
| Total Gross UBI | $3,123,399 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,523,070 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,760,149 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $82,489,193 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $83,571,226 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,919,372 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,591,328 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,358,161 | PYOtherRevenueAmt |
| CY Other Revenue | $3,478,512 | CYOtherRevenueAmt |
| PY Total Revenue | $114,289,796 | PYTotalRevenueAmt |
| CY Total Revenue | $121,401,215 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,218,657 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $27,920,161 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $40,639,800 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $42,318,688 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,631,611 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,523,206 | PYOtherExpensesAmt |
| CY Other Expenses | $31,780,899 | CYOtherExpensesAmt |
| PY Total Expenses | $97,381,663 | PYTotalExpensesAmt |
| CY Total Expenses | $102,019,748 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,908,133 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,381,467 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $216,487,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $242,767,942 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,825,214 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $63,656,301 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $158,661,995 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $179,111,641 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $77,766,951 | ExpenseAmt |
| Grant | $27,920,161 | GrantAmt |
| Revenue | $79,091,782 | RevenueAmt |
| Desc | THE UNIVERSITY PROVIDES INSTRUCTION AND AUXILIARY SERVICES (INCLUDING ROOM AND BOARD) TO 3,533 UNDERGRADUATE AND GRADUATE STUDENTS (INCLUDES ONLINE DELIVERY STUDENTS) ENROLLED IN 54 MAJORS AND 41 MINOR ACADEMIC PROGRAMS. A TOTAL OF 478 UNDERGRADUATE AND 156 MASTERS DEGREES WERE CONFERRED IN THE 2019-20 ACADEMIC YEAR.AT THE ONSET OF THE COVID-19 OUTBREAK, THE UNIVERSITY BEGAN FOCUSING INTENSELY ON MITIGATING THE ADVERSE IMPACTS OF THE OUTBREAK BY PROTECTING STUDENTS, FACULTY AND STAFF. CLASSROOM DELIVERY SHIFTED TO A REMOTE ONLINE PLATFORM IN MID-MARCH 2020 AND THROUGH THE REMAINDER OF THE SPRING 2020 ACADEMIC TERM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,649,786 | ExpenseAmt |
| Revenue | $5,058,280 | RevenueAmt |
| Desc | CHRISTIAN OUTREACH PROGRAMS PROVIDE SPIRITUAL FORMATION AND EDUCATION, INVITING CATHOLICS INTO A LIFELONG RELATIONSHIP WITH CHRIST AND HIS CHURCH. 53,301 YOUTH AND ADULTS PARTICIPATED IN ANNUAL CONFERENCES, EVENTS, AND SEMINARS IN THE U.S AND CANADA. A DIGITAL CATECHETICAL PLATFORM ALSO FURTHERS THE UNIVERSITY'S GOALS FOR THE NEW EVANGELIZATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $84,416,737 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4120 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2178 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AU | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY A HEFFRON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7402833771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 UNIVERSITY BOULEVARD | AddressLine1Txt |
| City | STEUBENVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43952 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| WILLIAM GORMAN CHIEF | ||||||||
| OPERATING OFFICER (EXITED 9/19) | 50.00 | 0.00 | Yes (X) | $298,293 | $0 | $23,291 | ||
| JOEL S RECZNIK | ||||||||
| VP OF ENROLLMENT MGMT | 50.00 | 0.00 | Yes (X) | $129,710 | $0 | $107,350 | ||
| DR SCOTT HAHN PROFESSOR | ||||||||
| CHAIR OF BIBLICAL THEOLOGY | 50.00 | 0.00 | $145,150 | $0 | $66,064 | Yes (X) | ||
| DAVID ALAN SCHMIESING | ||||||||
| VP OF STUDENT LIFE | 50.00 | 0.00 | Yes (X) | $114,970 | $0 | $84,704 | ||
| DR DANIEL KUEBLER DEAN OF | ||||||||
| NATURAL AND APPLIED SCIENCE | 50.00 | 0.00 | $161,068 | $0 | $31,631 | Yes (X) | ||
| HEATHER ULREY VP OF | ||||||||
| STRATEGIC ALLIANCES (EXITED 1/20) | 50.00 | 0.00 | Yes (X) | $180,278 | $0 | $10,285 | ||
| RICHARD ROLLINO | ||||||||
| VP OF FINANCE | 50.00 | 0.10 | Yes (X) | $126,016 | $0 | $64,471 | ||
| DR DANIEL R KEMPTON | ||||||||
| VP OF ACADEMIC AFFAIRS | 50.00 | 0.00 | Yes (X) | $148,390 | $0 | $38,304 | ||
| TOM PAPPALARDO | ||||||||
| VP FOR ADVANCEMENT | 50.00 | 0.00 | Yes (X) | $156,554 | $0 | $22,886 | ||
| DR PAUL SYMINGTON | ||||||||
| PROFESSOR, DEAN OF PHILOSOPHY | 50.00 | 0.00 | $142,882 | $0 | $25,133 | Yes (X) | ||
| DR MICHAEL HEALY | ||||||||
| PROFESSOR OF PHILOSOPHY | 50.00 | 0.00 | $132,332 | $0 | $34,295 | Yes (X) | ||
| BRENAN PATRICK PERGI | ||||||||
| VP OF HR | 50.00 | 0.00 | Yes (X) | $126,510 | $0 | $36,500 | ||
| DR ANNE HENDERSHOTT | ||||||||
| PROFESSOR OF SOCIOLOGY | 50.00 | 0.00 | $129,227 | $0 | $33,012 | Yes (X) | ||
| MARK R JOSEPH VP FOR CENTER | ||||||||
| FOR EVANGELIZATION (EFFECTIVE 10/19) | 50.00 | 0.00 | Yes (X) | $102,826 | $0 | $33,628 | ||
| NANCY OLIVER DIRECTOR OF | ||||||||
| INFO. TECHNOLOGY (EXITED 3/20) | 50.00 | 0.00 | Yes (X) | $116,470 | $0 | $12,038 | ||
| KIMBERLY SPONSELLER | ||||||||
| EXEC DIR OF MARKETING/COMMUNICATIONS | 50.00 | 0.00 | Yes (X) | $101,447 | $0 | $10,321 | ||
| JANINE MURDOCK | ||||||||
| SECRETARY OF THE CORPORATION | 40.00 | 0.00 | Yes (X) | $44,125 | $0 | $27,660 | ||
| SR MARY RACHEL CAPETS OP | ||||||||
| TRUSTEE (ENTERED 4/2020) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MOST REVEREND ROGER J FOYS | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN GOETZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| CHRISTOPHER IRVIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| PHILIP HOWARD | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| W PAUL JONES | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV JOHN MARK KLAUS TOR | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ALBERT H LANGSENKAMP | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DR LAURA MEEKS | ||||||||
| TRUSTEE (EXITED 1/20) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV JAMES PUGLIS TOR | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD RIEDERER | ||||||||
| TRUSTEE | 1.00 | 0.10 | $0 | $0 | $0 | Yes (X) | ||
| DR DEBORAH SAVAGE | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV MATTHEW SIMONS TOR | ||||||||
| TRUSTEE (ENTERED 1/2020) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| BR MARIUS STROM TOR | ||||||||
| TRUSTEE (ENTERED 4/2020) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK THOMAS | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL TOBIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DR PAULA TRZEPACZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV LARRY UHLMAN TOR | ||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV VINCENT YEAGER TOR | ||||||||
| TRUSTEE (EXITED 7/19) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV JOSEPH LEHMAN TOR | ||||||||
| CHAIR (ENTERED 7/19) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| REV MALACHI VAN TASSELL TOR | ||||||||
| CHAIR (EXITED 7/19) | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID DEWOLF | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| FR JOHNATHAN ST ANDRE TOR | ||||||||
| VP FRANCISCAN LIFE (AS OF 7/19) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| FR DAVE PIVONKA | ||||||||
| PRESIDENT | 50.00 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| REV NATHAN MALAVOTI TOR | ||||||||
| CHIEF EVANG. OFFICER (EXITED 7/19) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,356,248 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $661,573 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 37 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PARKHURST DINING SERVICES | |||||
| 285 EAST WATERFRONT DR | HOMESTEAD | PA | 15120 | FOOD SERVICE | $4,350,627 |
| FRANCISCAN FRIARS TOR | |||||
| PO BOX 188 | LORETTO | PA | 15940 | ADMIN & FACULTY | $945,476 |
| JEFFERSON INVESTIGATORS & SECURITY INC | |||||
| 1439 SUNSET BLVD | STEUBENVILLE | OH | 43952 | SECURITY | $538,512 |
| RUNAWAY RECORDS PRODUCTIONS LLC | |||||
| 1125 NOBLESTOWN ROAD | OAKDALE | PA | 15071 | A/V SERVICE | $292,382 |
| STOPPINI GROUP TRAVEL LLC | |||||
| 100 ELIZABETH STREET | ELMHURST TOWNSHIP | PA | 18444 | STUDENT GROUP TOURS | $282,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $57,436 | FundraisingAmt |
| Government Grants | $2,200,754 | GovernmentGrantsAmt |
| All Other Contributions | $28,501,959 | AllOtherContributionsAmt |
| Noncash Contributions | $8,748,843 | NoncashContributionsAmt |
| Total Contributions | $30,760,149 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | $66,129,717 | $66,129,717 | |
| AUXILIARY ACTIVITIES | 900099 | $10,720,287 | $10,720,287 | |
| CHRISTIAN OUTREACH | 611710 | $5,058,280 | $4,874,795 | $183,485 |
| STUDENT REL. ACTIVITIES | 900099 | $1,156,444 | $1,148,278 | $8,166 |
| MISC STUDENT SERVICES | 900099 | $484,606 | $437,927 | $46,679 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,892 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $83,571,226 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,675,591 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $15,289 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,660,302 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $77,057 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $77,057 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,057 | TotalRevenueColumnAmt |
| Exclusion | $77,057 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,578,691 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,618,014 | SecuritiesAmt |
| Other | $44,940 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,960,677 | SecuritiesAmt |
| Other | -$44,940 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,915,737 | TotalRevenueColumnAmt |
| Exclusion | $1,915,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $20,880 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $57,436 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $69,015 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$48,135 | TotalRevenueColumnAmt |
| Exclusion | -$48,135 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $1,224 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $250 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $974 | TotalRevenueColumnAmt |
| Exclusion | $974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,312,656 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,864,040 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,448,616 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $578,836 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,869,780 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,401,215 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,911,732 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,123,399 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,605,935 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,767,116 | TotalAmt |
| Program Services | $23,767,116 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,153,045 | TotalAmt |
| Program Services | $4,153,045 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,070,596 | TotalAmt |
| Program Services | $779,225 | ProgramServicesAmt |
| Management And General | $793,784 | ManagementAndGeneralAmt |
| Fundraising | $497,587 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,698 | TotalAmt |
| Program Services | $239,874 | ProgramServicesAmt |
| Management And General | $172,687 | ManagementAndGeneralAmt |
| Fundraising | $157,137 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,728,815 | TotalAmt |
| Program Services | $23,307,311 | ProgramServicesAmt |
| Management And General | $3,240,624 | ManagementAndGeneralAmt |
| Fundraising | $1,180,880 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,554,997 | TotalAmt |
| Program Services | $1,316,339 | ProgramServicesAmt |
| Management And General | $162,589 | ManagementAndGeneralAmt |
| Fundraising | $76,069 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,373,908 | TotalAmt |
| Program Services | $6,914,811 | ProgramServicesAmt |
| Management And General | $960,778 | ManagementAndGeneralAmt |
| Fundraising | $498,319 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,020,674 | TotalAmt |
| Program Services | $1,650,992 | ProgramServicesAmt |
| Management And General | $252,111 | ManagementAndGeneralAmt |
| Fundraising | $117,571 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,024 | TotalAmt |
| Program Services | $5,503 | ProgramServicesAmt |
| Management And General | $374,521 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,907 | TotalAmt |
| Program Services | $10,054 | ProgramServicesAmt |
| Management And General | $216,853 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,607 | TotalAmt |
| Management And General | $416,607 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,429,671 | TotalAmt |
| Program Services | $2,998,405 | ProgramServicesAmt |
| Management And General | $223,964 | ManagementAndGeneralAmt |
| Fundraising | $207,302 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,058 | TotalAmt |
| Program Services | $245,039 | ProgramServicesAmt |
| Management And General | $6,137 | ManagementAndGeneralAmt |
| Fundraising | $49,882 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,153,801 | TotalAmt |
| Program Services | $2,087,041 | ProgramServicesAmt |
| Management And General | $669,234 | ManagementAndGeneralAmt |
| Fundraising | $397,526 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,106 | TotalAmt |
| Program Services | $670,614 | ProgramServicesAmt |
| Fundraising | $19,492 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,418 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
| Fundraising | $418 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,257,434 | TotalAmt |
| Program Services | $2,646,727 | ProgramServicesAmt |
| Management And General | $605,782 | ManagementAndGeneralAmt |
| Fundraising | $4,925 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,808,206 | TotalAmt |
| Program Services | $1,598,055 | ProgramServicesAmt |
| Management And General | $89,046 | ManagementAndGeneralAmt |
| Fundraising | $121,105 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,060 | TotalAmt |
| Program Services | $42,951 | ProgramServicesAmt |
| Management And General | $17,844 | ManagementAndGeneralAmt |
| Fundraising | $17,265 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,125,960 | TotalAmt |
| Program Services | $1,602,471 | ProgramServicesAmt |
| Management And General | $523,489 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,333,016 | TotalAmt |
| Program Services | $3,246,520 | ProgramServicesAmt |
| Management And General | $2,086,496 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,313 | TotalAmt |
| Program Services | $276,312 | ProgramServicesAmt |
| Management And General | $412,001 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $4,037,802 | $4,037,802 | ||
| REPAIR & MAINTENANCE | $2,019,442 | $1,144,618 | $775,240 | $99,584 |
| ADMIN EXP - LLCS | $1,640,299 | $1,640,299 | ||
| CARES STUDENT PAYMENTS | $995,500 | $995,500 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,197,275 | TotalAmt |
| Program Services | $679,412 | ProgramServicesAmt |
| Management And General | $331,314 | ManagementAndGeneralAmt |
| Fundraising | $186,549 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,019,748 | TotalAmt |
| Program Services | $84,416,737 | ProgramServicesAmt |
| Management And General | $13,971,400 | ManagementAndGeneralAmt |
| Fundraising | $3,631,611 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,209,149 | BOYAmt |
| EOY | $3,933,403 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,796,330 | BOYAmt |
| EOY | $10,346,505 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,297 | BOYAmt |
| EOY | $566,400 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,423,620 | BOYAmt |
| EOY | $3,550,941 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $773,233 | BOYAmt |
| EOY | $640,533 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,764 | BOYAmt |
| EOY | $628,553 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,510,679 | BOYAmt |
| EOY | $1,115,595 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $179,132,912 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $79,983,169 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,191,499 | BOYAmt |
| EOY | $99,149,743 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,415,959 | BOYAmt |
| EOY | $74,794,494 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,954,679 | BOYAmt |
| EOY | $48,041,775 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,487,209 | BOYAmt |
| EOY | $242,767,942 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,337,829 | BOYAmt |
| EOY | $7,817,802 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $758,371 | BOYAmt |
| EOY | $537,579 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,129,049 | BOYAmt |
| EOY | $2,941,279 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,815,000 | BOYAmt |
| EOY | $22,265,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,812,086 | BOYAmt |
| EOY | $20,623,558 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $972,879 | BOYAmt |
| EOY | $9,471,083 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,825,214 | BOYAmt |
| EOY | $63,656,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,733,810 | BOYAmt |
| EOY | $107,248,575 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,928,185 | BOYAmt |
| EOY | $71,863,066 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,661,995 | BOYAmt |
| EOY | $179,111,641 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,487,209 | BOYAmt |
| EOY | $242,767,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $19,381,467 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,068,179 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,365,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,593,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,417,815 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,494,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,857,074 | CurrentTaxYearAmt |
| Total | $51,727,973 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,365,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,593,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,417,815 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,494,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,857,074 | CurrentTaxYearAmt |
| Total | $51,727,973 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,783,819 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,944,154 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,510,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,312,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,987,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,518,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,752,648 | CurrentTaxYearAmt |
| Total | $9,081,059 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $60,809,032 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $417,527,829 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.54180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: ESTATE DATE: 05/31/20 AMOUNT: 1903075. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,845,444 | BeginningYearBalanceAmt |
| Contributions | $657,947 | ContributionsAmt |
| Investment Earnings Or Losses | $3,061,074 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,361,211 | GrantsOrScholarshipsAmt |
| End Year Balance | $65,203,254 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,631,362 | BeginningYearBalanceAmt |
| Contributions | $1,824,940 | ContributionsAmt |
| Investment Earnings Or Losses | $1,449,319 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,060,177 | GrantsOrScholarshipsAmt |
| End Year Balance | $62,845,444 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,299,833 | BeginningYearBalanceAmt |
| Contributions | $441,459 | ContributionsAmt |
| Investment Earnings Or Losses | $4,802,495 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $912,425 | GrantsOrScholarshipsAmt |
| End Year Balance | $60,631,362 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,870,618 | BeginningYearBalanceAmt |
| Contributions | $986,649 | ContributionsAmt |
| Investment Earnings Or Losses | $6,353,214 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $910,648 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,000,000 | OtherExpendituresAmt |
| End Year Balance | $56,299,833 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,267,149 | BeginningYearBalanceAmt |
| Contributions | $1,178,488 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,706,246 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $699,618 | GrantsOrScholarshipsAmt |
| Other Expenditures | $169,155 | OtherExpendituresAmt |
| End Year Balance | $53,870,618 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.33470 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38350 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28180 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,853,611 | OtherCostOrOtherBasisAmt |
| Book Value | $9,853,611 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $143,729,220 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,617,700 | DepreciationAmt |
| Book Value | $81,111,520 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,891,084 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,365,469 | DepreciationAmt |
| Book Value | $6,525,615 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,658,997 | OtherCostOrOtherBasisAmt |
| Book Value | $1,658,997 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $99,149,743 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENT FUNDS & PARTNERSHIPS | Desc |
| Book Value | $48,041,775 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $48,041,775 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT AND OTHER DEPOSITS | $2,821,083 |
| PAYROLL PROTECTION PROGRAM LOAN | $6,650,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,471,083 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $97,664,119 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,068,179 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,933,305 | OtherRevenueAmt |
| Revenue Not Reported | $3,001,484 | RevenueNotReportedAmt |
| Revenue Subtotal | $94,662,635 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $350,596 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $26,387,984 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $26,738,580 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $121,401,215 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $77,214,473 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,933,305 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,933,305 | ExpensesNotReportedAmt |
| Expenses Subtotal | $75,281,168 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $350,596 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $26,387,984 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $26,738,580 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $102,019,748 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE UNIVERSITY'S COLLECTIONS INCLUDE PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, DRAWINGS AND WATERCOLORS AND DECORATIVE ARTS. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, CURATORIAL AND RELIGIOUS PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. ITEMS ARE REFLECTED IN EQUIPMENT IN THE CONSOLIDATED FINANCIAL STATEMENT AT APPRAISED VALUE ON THE DATE PURCHASED OR CONTRIBUTED. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 160 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH THESE ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART X, LINE 2: | INCOME TAXES - THE UNIVERSITY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE UNIVERSITY IS ALSO EXEMPT FROM STATE INCOME TAX UNDER APPLICABLE STATE STATUTES. HIH, S-8 AND GVP HAVE BEEN ORGANIZED AS LLCS, WHICH ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, THE TAXABLE INCOME OR LOSS FROM THESE ENTITIES IS INCLUDED IN THE INCOME TAX RETURN OF THE UNIVERSITY. ACCORDINGLY, ANY INCOME THAT IS UNRELATED TO THE EXEMPT PURPOSES OF THE UNIVERSITY IS TREATED AS UNRELATED BUSINESS INCOME ON THE UNIVERSITY'S TAX RETURN. THE UNIVERSITY FOLLOWS THE RELEVANT ACCOUNTING GUIDANCE RELATIVE TO UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. THE UNIVERSITY FILES INFORMATION AND INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION, AND VARIOUS STATES AND FOREIGN JURISDICTIONS. WITH FEW EXCEPTIONS, THE UNIVERSITY IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL OR NON-U.S. EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 69,265. COST OF GOODS SOLD 1,864,040. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 26,387,984. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 69,265. COST OF GOODS SOLD 1,864,040. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 26,387,984. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | ALL UNDERGRADUATE AND GRADUATE APPLICATIONS REFLECT NON-DISCRIMINATORY POLICIES. THE POLICY STATEMENT IS CONTAINED IN PRINT AND TV ADVERTISING, AND PUBLISHED IN ADMISSIONS RECRUITMENT MATERIALS, UNIVERSITY CATALOGS, AND DOCUMENTS DISTRIBUTED TO PROSPECTIVE STUDENTS. THE POLICY IS ALSO STATED ON THE UNIVERSITY`S WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | THESE FUNDS REPRESENT FINANCIAL AID ISSUED TO STUDENTS IN THE FORM OF FEDERAL AND STATE GRANTS, SCHOLARSHIPS, TUITION DISCOUNTS, AND INSTITUTIONAL FINANCIAL AID. STUDENTS RECEIVING SCHOLARSHIPS AND GRANTS FROM FRANCISCAN UNIVERSITY ARE MONITORED TO ENSURE THEY MEET THE ACADEMIC REQUIREMENTS OR OTHER CRITERIA ASSOCIATED WITH THE RESPECTIVE AWARD. ALL AID IS PROCESSED THROUGH THE FINANCIAL AID OFFICE AND IS POSTED TO THE STUDENTS' RECEIVABLE ACCOUNTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 24 | PROGRAM SERVICES | ACADEMIC INSTRUCTION AND SUPPORT SERVICES, CHRISTIAN OUTREACH | $3,295,636 |
| CENTRAL AMERICA AND CARIBBEAN | 0 | 0 | PROGRAM SERVICES | INSTITUTIONAL SUPPORT, CHRISTIAN OUTREACH | $114,126 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | CHRISTIAN OUTREACH | $94,461 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | CHRISTIAN OUTREACH, ACADEMIC SUPPORT | $1,254 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | ACADEMIC SUPPORT | $2,679 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | SCHOLARSHIPS AND FINANCIAL AID | ACADEMIC INSTRUCTION | $2,620,868 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GENERAL SUPPORT | STUDY ABROAD PROGRAM | $1,532,177 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GENERAL SUPPORT | EDUCATIONAL ADMIN | $17,813 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | GENERAL SUPPORT | EDUCATIONAL ADMINISTRATION | $73 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $14,501,583 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $1,057,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 24 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Subtotal Spent | $7,679,014 | SubtotalSpentAmt |
| Continuation Spent | $15,559,056 | ContinuationSpentAmt |
| Total Spent | $23,238,070 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Cash Grant | $1,532,177 | CashGrantAmt |
| Manner Of Cash Disbursement | ELECTRONIC BANK TRANSFERS | MannerOfCashDisbursementTxt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | STUDENT AID FOR STUDY ABROAD PROGRAM | TypeOfAssistanceTxt |
| Region | EUROPE | RegionTxt |
| Recipient | 367 | RecipientCnt |
| Cash Grant | $2,620,868 | CashGrantAmt |
| Manner Of Cash Disbursement | ELECTRONIC POSTING TO STUDENT ACCOUNTS VIA GL PROCESSING | MannerOfCashDisbursementTxt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE UNIVERSITY REQUIRES PERIODIC REPORTING ON THE USE OF THE FUNDS TO ENSURE THAT THE FUNDS ARE USED FOR THEIR STATED PURPOSE. STUDENTS RECEIVING SCHOLARSHIPS AND GRANTS FROM FRANCISCAN UNIVERSITY ARE MONITORED TO ENSURE THEY MEET THE ACADEMIC REQUIREMENTS OR OTHER CRITERIA ASSOCIATED WITH THE RESPECTIVE AWARD. ALL AID IS PROCESSED THROUGH THE FINANCIAL AID OFFICE AND IS POSTED TO THE STUDENTS' RECEIVABLE ACCOUNTS. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BARON CLUB | Event1Nm |
| Gross Receipts Event1 | $56,470 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $52,240 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,230 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $21,783 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $18,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $11,992 | OtherDirectExpensesEvent1Amt |
| Event2 | PRESIDENT'S GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $11,946 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,196 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,750 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $6,189 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,450 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $988 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $9,900 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $9,900 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $4,239 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,874 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $78,316 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $57,436 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $20,880 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $32,211 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $19,950 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,854 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $69,015 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$48,135 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| FEDERAL FINANCIAL AID | 48 | $134,831 | N/A | N/A |
| STATE FINANCIAL AID | 132 | $279,544 | N/A | N/A |
| INSTITUTIONAL AID | 2078 | $21,266,825 | N/A | N/A |
| RESTRICTED SCHOLARSHIPS | 1076 | $2,085,916 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THESE FUNDS REPRESENT FINANCIAL AID ISSUED TO STUDENTS IN THE FORM OF FEDERAL AND STATE GRANTS, SCHOLARSHIPS, TUITION DISCOUNTS, AND INSTITUTIONAL FINANCIAL AID. STUDENTS RECEIVING SCHOLARSHIPS AND GRANTS FROM FRANCISCAN UNIVERSITY ARE MONITORED TO ENSURE THEY MEET THE ACADEMIC REQUIREMENTS OR OTHER CRITERIA ASSOCIATED WITH THE RESPECTIVE AWARD. ALL AID IS PROCESSED THROUGH THE FINANCIAL AID OFFICE AND IS POSTED TO THE STUDENTS' RECEIVABLE ACCOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM GORMAN CHIEF | ||||||||||||||
| OPERATING OFFICER (EXITED 9/19) | $135,793 | $0 | $0 | $0 | $162,500 | $0 | $102 | $0 | $23,189 | $0 | $321,584 | $0 | $0 | $0 |
| JOEL S RECZNIK | ||||||||||||||
| VP OF ENROLLMENT MGMT | $129,710 | $0 | $0 | $0 | $0 | $0 | $13,611 | $0 | $93,739 | $0 | $237,060 | $0 | $0 | $0 |
| DR SCOTT HAHN PROFESSOR | ||||||||||||||
| CHAIR OF BIBLICAL THEOLOGY | $145,150 | $0 | $0 | $0 | $0 | $0 | $13,505 | $0 | $52,559 | $0 | $211,214 | $0 | $0 | $0 |
| DAVID ALAN SCHMIESING | ||||||||||||||
| VP OF STUDENT LIFE | $114,970 | $0 | $0 | $0 | $0 | $0 | $12,380 | $0 | $72,324 | $0 | $199,674 | $0 | $0 | $0 |
| DR DANIEL KUEBLER DEAN OF | ||||||||||||||
| NATURAL AND APPLIED SCIENCE | $161,068 | $0 | $0 | $0 | $0 | $0 | $8,460 | $0 | $23,171 | $0 | $192,699 | $0 | $0 | $0 |
| HEATHER ULREY VP OF | ||||||||||||||
| STRATEGIC ALLIANCES (EXITED 1/20) | $180,278 | $0 | $0 | $0 | $0 | $0 | $1,482 | $0 | $8,803 | $0 | $190,563 | $0 | $0 | $0 |
| RICHARD ROLLINO | ||||||||||||||
| VP OF FINANCE | $126,016 | $0 | $0 | $0 | $0 | $0 | $13,487 | $0 | $50,984 | $0 | $190,487 | $0 | $0 | $0 |
| DR DANIEL R KEMPTON | ||||||||||||||
| VP OF ACADEMIC AFFAIRS | $148,390 | $0 | $0 | $0 | $0 | $0 | $15,115 | $0 | $23,189 | $0 | $186,694 | $0 | $0 | $0 |
| TOM PAPPALARDO | ||||||||||||||
| VP FOR ADVANCEMENT | $156,554 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $22,886 | $0 | $179,440 | $0 | $0 | $0 |
| DR PAUL SYMINGTON | ||||||||||||||
| PROFESSOR, DEAN OF PHILOSOPHY | $142,882 | $0 | $0 | $0 | $0 | $0 | $735 | $0 | $24,398 | $0 | $168,015 | $0 | $0 | $0 |
| DR MICHAEL HEALY | ||||||||||||||
| PROFESSOR OF PHILOSOPHY | $132,332 | $0 | $0 | $0 | $0 | $0 | $11,106 | $0 | $23,189 | $0 | $166,627 | $0 | $0 | $0 |
| BRENAN PATRICK PERGI | ||||||||||||||
| VP OF HR | $126,510 | $0 | $0 | $0 | $0 | $0 | $13,311 | $0 | $23,189 | $0 | $163,010 | $0 | $0 | $0 |
| DR ANNE HENDERSHOTT | ||||||||||||||
| PROFESSOR OF SOCIOLOGY | $129,227 | $0 | $0 | $0 | $0 | $0 | $9,823 | $0 | $23,189 | $0 | $162,239 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1B | THE UNIVERSITY OWNS THE FRIARY BUILDING ON ITS CAMPUS. FATHER DAVID PIVONKA RESIDES IN THE FRIARY. ALL OPERATING EXPENSES ARE THE FINANCIAL RESPONSIBILITY OF THE THIRD ORDER REGULAR OF ST. FRANCIS OF PENANCE (TOR) OF THE PROVINCE OF THE MOST SACRED HEART OF JESUS, FRANCISCAN UNIVERSITY'S MEMBER. |
| PART I, LINE 3 | THE UNIVERSITY MAINTAINS A MARKET BASED COMPENSATION SYSTEM WITH ASSIGNED PAY RANGES FOR EACH POSITION REFLECTING THE MARKET WAGE AMONG A GROUP OF IDENTIFIED PEERS AND RELATIVE LEVEL OF RESPONSIBILITY WITHIN THE ORGANIZATION. OFFICERS' COMPENSATION IS DETERMINED WITHIN THE BUDGETING PROCESS AND SALARY INCREASES ARE RECOMMENDED BY THE VICE PRESIDENT OF FINANCE AND THE VICE PRESIDENT OF HUMAN RESOURCES IN CONSULTATION WITH THE PRESIDENT AND APPROVED BY AN INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. |
| PART I, LINE 4A | WILLIAM GORMAN RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $162,500 FOR CALENDAR YEAR 2019. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 346849674 | BondIssuerEIN |
| CUSIP | 67756DLX2 | CUSIPNum |
| Bond Issued | 2016-12-15 | BondIssuedDt |
| Issue Price | $23,994,583 | IssuePriceAmt |
| Purpose | REFUND 2006 BOND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $23,994,583 | TotalProceedsAmt |
| Capitalized Interest | $1,775,967 | CapitalizedInterestAmt |
| Capital Expenditures | $9,520,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $11,295,967 | OtherSpentProceedsAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENROLLED STUDENTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | FAMILY OF BOARD | RelationshipWithOrgTxt |
| Cash Grant | $42,305 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| M RECZNIK | |||
| OFFICER'S FAMILY MEMBER | $157,137 | COMPENSATION | 0 |
| C RECZNIK | |||
| OFFICER'S FAMILY MEMBER | $89,700 | COMPENSATION | 0 |
| V OLIVER | |||
| OFFICER'S FAMILY MEMBER | $120,803 | COMPENSATION | 0 |
| K HARRIS | |||
| OFFICER'S FAMILY MEMBER | $150,174 | COMPENSATION | 0 |
| J RIFFLE | |||
| OFFICER'S FAMILY MEMBER | $51,884 | COMPENSATION | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,748,842 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | PART I, COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PURPOSE | THE PURPOSE OF THE UNIVERSITY IS TO FURTHER THE HIGHER EDUCATION OF MEN AND WOMEN THROUGH PROGRAMS OF LIBERAL, PROFESSIONAL, AND PRE-PROFESSIONAL STUDIES LEADING TO THE CONFERRAL OF THE BACCALAUREATE AND MASTER DEGREES IN THE ARTS AND SCIENCES. SAID DEGREES SHALL BE CONFERRED IN ACCORDANCE WITH THE PROVISIONS OF THE ARTICLES OF INCORPORATION OF THE UNIVERSITY AND THE LAWS OF THE STATE OF OHIO. IT SHALL BE THE FURTHER PURPOSE OF THE UNIVERSITY, PUBLICLY IDENTIFIED AS A CATHOLIC AND A FRANCISCAN INSTITUTION, TO PROMOTE THE MORAL, SPIRITUAL, AND RELIGIOUS VALUES OF ITS STUDENTS. THE UNIVERSITY WILL BE GUIDED BY THE EXAMPLE AND TEACHING OF ST. FRANCIS OF ASSISI. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE UNIVERSITY`S BOARD HAS A GOVERNANCE COMMITTEE WHOSE DUTIES AND RESPONSIBILITIES ARE OUTLINED IN THE BYLAWS. THE GOVERNANCE COMMITTEE SHALL HAVE AND EXERCISE, BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, AS PROVIDED IN THE BYLAWS, ANY AND ALL THE POWERS OF THE BOARD OF TRUSTEES IN THE MANAGEMENT AND TRANSACTION OF BUSINESS OF THE UNIVERSITY AND SHALL HAVE THE POWER TO AUTHORIZE THE SEAL OF THE UNIVERSITY TO BE AFFIXED TO ALL INSTRUMENTS WHICH MAY REQUIRE IT. THE GOVERNANCE COMMITTEE SHALL MEET UPON CALL BY THE CHAIRMAN OF THE BOARD, OR THE PRESIDENT OF THE UNIVERSITY. A MAJORITY OF THE GOVERNANCE COMMITTEE, AT LEAST ONE (1) OF WHOM SHALL BE A LAY MEMBER, SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. THE GOVERNANCE COMMITTEE SHALL REPORT ITS ACTIVITIES, INCLUDING ACTIONS TAKEN ON BEHALF OF THE FULL BOARD, TO THE BOARD AT ITS NEXT MEETING. THE GOVERNANCE COMMITTEE MAY DECIDE IT APPROPRIATE TO MAIL A COPY OF THE MINUTES OF ITS MEETING TO EACH MEMBER OF THE BOARD IN ADVANCE OF THE NEXT MEETING OF THE BOARD AND IN LIEU OF MAKING A REPORT AT THAT MEETING. |
| FORM 990, PART VI, SECTION A, LINE 2 | RICHARD ROLLINO, FR. DAVE PIVONKA, T.O.R., AND MR. RICHARD RIEDERER ARE MEMBERS OF THE MARIA THRON FOUNDATION SUPERVISORY BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | FRANCISCAN UNIVERSITY OF STEUBENVILLE IS A 501(C)(3) NONPROFIT CORPORATION WITH MEMBERS. THE MEMBERS OF THE CORPORATION ARE THE MINISTER PROVINCIAL AND THE PROVINCIAL CURIA OF THE MOST SACRED HEART OF JESUS, THIRD ORDER REGULAR (T.O.R.). THE PRESIDENT OF THE FRANCISCAN UNIVERSITY OF STEUBENVILLE SERVES AS A MEMBER EX OFFICIO. THESE INDIVIDUALS SERVE AS MEMBERS OF THE CORPORATION DURING THEIR RESPECTIVE TERMS AS MINISTER PROVINCIAL, THE PROVINCIAL CURIA, AND PRESIDENT OF THE UNIVERSITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MINISTER PROVINCIAL OF THE PROVINCE OF THE MOST SACRED HEART OF JESUS OF THE THIRD ORDER REGULAR AND THE PRESIDENT OF THE UNIVERSITY SHALL BE EX OFFICIO MEMBERS OF THE BOARD OF TRUSTEES. THESE INDIVIDUALS ARE ELECTED BY THE PROVINCE OF THE MOST SACRED HEART OF JESUS. SEVEN OF THE BOARD MEMBERS MUST BE MEMBERS OF THE ORDER. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING POWERS ARE RESERVED EXCLUSIVELY TO THE MEMBERS OF THE CORPORATION: A. TO DETERMINE THE PHILOSOPHY AND OBJECTIVES OF THE CORPORATION. B. TO ADOPT AMENDMENTS TO THE ARTICLES OF INCORPORATION, AND TO ALTER, AMEND, OR REPEAL BYLAWS. C. TO PURCHASE, SELL, LEASE, TRANSFER OR ENCUMBER, CONSTRUCT, OR UNDERTAKE THE DESTRUCTION OF LAND AND/OR BUILDINGS OWNED BY THE UNIVERSITY, OR IN WHICH THE UNIVERSITY HAS OR WILL HAVE LEGAL OR EQUITABLE TITLE. D. TO MERGE, CONSOLIDATE, OR AFFILIATE THE UNIVERSITY WITH ANY OTHER CORPORATION. E. TO DISSOLVE OR TERMINATE THE EXISTENCE OF THE UNIVERSITY AND TO DETERMINE THE DISTRIBUTION OF CORPORATE ASSETS UPON SUCH DISSOLUTION OR TERMINATION, PROVIDED THAT SUCH DISTRIBUTION BE EXCLUSIVELY MADE FOR SUCH PURPOSES AS ARE EXEMPT FROM TAXATION UNDER FEDERAL LAW. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ENTIRE BOARD OF TRUSTEES RECEIVED FOR REVIEW A COMPLETE FORM 990 WITH REDACTIONS LIMITED TO DONOR NAME AND REFERENCE INFORMATION. THE COMPLETE 990 IS REVIEWED BY THE PRESIDENT AND VP OF FINANCE. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS TO IDENTIFY POTENTIAL OR ACTUAL CONFLICTS. MEMBERS OF THE UNIVERSITY'S FINANCE MANAGEMENT TEAM REVIEW ALL COMPLETED ANNUAL DISCLOSURES. PERCEIVED OR ACTUAL CONFLICTS ARE ADVANCED TO THE BOARD FOR RESOLUTION. THE AUDIT COMMITTEE HAS RESPONSIBILITY TO MONITOR CONFLICTS OF INTEREST BETWEEN THE UNIVERSITY'S BUSINESS ACTIVITY AND MEMBERS OF MANAGEMENT, FACULTY, AND TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | A. THE PRESIDENT OF THE UNIVERSITY, A CATHOLIC PRIEST OF FRANCISCAN FRIARS TOR, HAS TAKEN A VOW OF POVERTY AND IS NOT COMPENSATED FOR HIS SERVICE TO THE UNIVERSITY. THIS ARRANGEMENT IS DISCLOSED AND REVIEWED BY THE PROVINCIAL OF THE FRANCISCAN ORDER AND THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. DUE TO THE FACT THAT NO COMPENSATION IS PAID TO THE PRESIDENT, POLICIES AND PROCESSES REGARDING AWARDING PRESIDENTIAL COMPENSATION ARE NOT RELEVANT, DISCLOSURES IN PART VII AND SCHEDULE J REFLECT THIS FACT. THE UNIVERSITY DOES MAKE A PAYMENT TO THE FRANCISCAN FRIARS TOR FOR THE SERVICES PERFORMED BY ALL FRIARS. B. THE UNIVERSITY MAINTAINS A MARKET BASED COMPENSATION SYSTEM WITH ASSIGNED PAY RANGES FOR EACH POSITION REFLECTING THE MARKET WAGE AMONG A GROUP OF IDENTIFIED PEERS AND RELATIVE LEVEL OF RESPONSIBILITY WITHIN THE ORGANIZATION. OFFICERS' COMPENSATION IS DETERMINED WITHIN THE BUDGETING PROCESS AND SALARY INCREASES ARE RECOMMENDED BY THE VICE PRESIDENT OF FINANCE AND THE VICE PRESIDENT OF HUMAN RESOURCES IN CONSULTATION WITH THE PRESIDENT AND APPROVED BY AN INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | FRANCISCAN UNIVERSITY OF STEUBENVILLE MAKES ITS GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST SUBMITTED TO VP OF FINANCE. |
| FORM 990, PART XI, QUESTION 2C, OVERSIGHT OF FINANCIAL STATEMENT AUDIT: | AUDIT COMMITTEE RECOMMENDS THE ENGAGEMENT OF THE INDEPENDENT AUDIT FIRM FOR APPROVAL BY THE FULL BOARD; REVIEWS THE FINANCIAL STATEMENTS AND AUDIT RESULTS, INCLUDING MANAGEMENT LETTER AND ISSUES RAISED IN ACCORDANCE WITH THE SAS NO.114; RECOMMENDS THE APPROVAL OF THE ANNUAL AUDIT TO THE FULL BOARD; AND FOLLOWS UP ON DEFICIENCIES RAISED DURING THE AUDIT AND OVERSEES CORRECTIVE ACTIONS. THE AUDIT COMMITTEE MAY ALSO REVIEW COMPLIANCE WITH ALL FINANICAL REPORTING AND REGULATORY REQUIREMENTS; MONITOR THE ADEQUACY AND INTEGRITY OF ACCOUNTING, INTERNAL CONTROLS, AND RISK MANAGEMENT, INCLUDING FRAUD RISK ASSESSMENT. |
| FORM 990, PART VII, EMERITUS TRUSTEES: | THE FOLLOWING INDIVIDUAL SERVES AS AN EMERITUS TRUSTEE OF THE FRANCISCAN UNIVERSITY OF STEUBENVILLE WITH NO VOTING RIGHTS: DR. JOHN H. IRVIN |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|
| GOOD VENTURE ENTERPRISES LLC | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 340714818 | PROVIDE DORMITORY & SOCIAL SPACE FOR STUDENTS & GUESTS | OH | $1,000 | $14,713,291 | N/A |
| GOOD VENTURE HIH LLC | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 261329844 | SHELL CONTAINING HOTEL FRANCHISE FLAG | OH | $0 | $1 | N/A |
| GOOD VENTURE BELLEVIEW | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 340714818 | FUTURE DEVELOPMENT FOR CAMPUS EXPANSION | OH | $0 | $2,007,865 | N/A |
| GOOD VENTURE PROPERTIES | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 340714818 | PROVIDE HOTEL SERVICES AND DEVELOPMENT FOR CAMPUS EXPANSION | OH | $2,926,928 | $23,616,934 | N/A |
| GOOD VENTURE PARKVIEW CIRCLE LLC | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 340714818 | PROVIDE RESIDENTIAL AND ACADEMIC SPACE FOR STUDENTS | OH | $0 | $0 | N/A |
| GOOD VENTURE S8 | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 474901471 | PROVIDE HOTEL SERVICES | OH | $997,353 | $3,969,539 | N/A |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILDUNGSVEREIN KARTAUSE GAMING | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3292 GAMING | AddressLine1Txt |
| City | KARTAUSE | CityNm |
| Province Or State | EUROPE | ProvinceOrStateNm |
| Country | AU | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | EDUCATE, PUBLISH ACADEMIC WORKS, HOLD LECTURES, IMPLEMENT CULTURAL EVENTS | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | AU | LegalDomicileForeignCountryCd |
| Exempt Code Section | N/A | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARTAUSENBETRIEBSMGH & CO NFG KG | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3292 GAMING | AddressLine1Txt |
| City | KARTAUSE | CityNm |
| Province Or State | EUROPE | ProvinceOrStateNm |
| Country | AU | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOTEL, RESTAURANT-TOURISM | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | AU | LegalDomicileForeignCountryCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KARTAUSENBETRIEBSGMBH & CO NFG - PAYMENTS FOR FACILITY USE | ||
| K | $843,512 | FMV |
| KARTAUSENBETRIEBSGMBH & CO NFG - PAYMENT FOR FOOD SERVICES | ||
| M | $557,461 | FMV |
Comments