MARIAN UNIVERSITY: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MARIAN UNIVERSITY (EIN 35-0868175)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-06-23
IRS object ID
202021759349300412
Schema version
2018v3.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-23T08:44:51-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 N Illinois StreetAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350868175EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Marian UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KAY WALTERInCareOfNm
Business Name ControlMARIBusinessNameControlTxt
Phone3179556024PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13200 COLD SPRING ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY GINDERPersonNm
Person TitleSR VP/CFOPersonTitleTxt
Phone3179556018PhoneNum
Signature2020-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICOLE B FISHBACKPreparerPersonNm
PTINP01279475PTIN
Phone3173834000PhoneNum
Preparation2020-05-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.22.227.161IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id43033020201755000009FederalOriginalSubmissionId
Federal Original Submission Id2020-06-23FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8A6C881D83DDB70C08235EF2A0DCD5FFA25B3CE3AtSubmissionCreationDeviceId
At Submission Filing Device IdD28352AA58614FAA5D3037BA09B51FA48B348491AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDANIEL J ELSENERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13200 COLD SPRING ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46222ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$213,208,075GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MARIAN.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1937FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionA CATHOLIC LIBERAL ARTS UNIVERSITY PROVIDING HIGHER EDUCATION FOR STUDENTS WITH DIVERSE ABILITIES, AND VARIOUS RELIGIOUS, CULTURAL, ETHNIC AND SOCIO-ECONOMIC BACKGROUNDS.ActivityOrMissionDesc
Voting Members Governing Body46VotingMembersGoverningBodyCnt
Voting Members Independent44VotingMembersIndependentCnt
Total Employee1508TotalEmployeeCnt
Total Volunteers400TotalVolunteersCnt
Total Gross UBI$205,292TotalGrossUBIAmt
PY Contributions Grants$14,990,841PYContributionsGrantsAmt
CY Contributions Grants$13,345,218CYContributionsGrantsAmt
PY Program Service Revenue$115,375,262PYProgramServiceRevenueAmt
CY Program Service Revenue$120,267,284CYProgramServiceRevenueAmt
PY Investment Income$2,939,710PYInvestmentIncomeAmt
CY Investment Income$7,888,357CYInvestmentIncomeAmt
PY Other Revenue-$668,064PYOtherRevenueAmt
CY Other Revenue-$629,512CYOtherRevenueAmt
PY Total Revenue$132,637,749PYTotalRevenueAmt
CY Total Revenue$140,871,347CYTotalRevenueAmt
PY Grants And Similar Paid$27,208,698PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$28,742,625CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$39,641,690PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$45,792,883CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,423,861CYTotalFundraisingExpenseAmt
PY Other Expenses$47,682,706PYOtherExpensesAmt
CY Other Expenses$49,638,537CYOtherExpensesAmt
PY Total Expenses$114,533,094PYTotalExpensesAmt
CY Total Expenses$124,174,045CYTotalExpensesAmt
PY Revenues Less Expenses$18,104,655PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$16,697,302CYRevenuesLessExpensesAmt
Total Assets BOY$236,293,063TotalAssetsBOYAmt
Total Assets EOY$243,160,642TotalAssetsEOYAmt
Total Liabilities BOY$126,931,767TotalLiabilitiesBOYAmt
Total Liabilities EOY$124,288,959TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$109,361,296NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$118,871,683NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOUR MISSION IS TO BE A GREAT CATHOLIC UNIVERSITY DEDICATED TO PROVIDING STUDENTS WITH EXCELLENT TEACHING AND LEARNING IN THE FRANCISCAN AND LIBERAL ARTS TRADITION. TO PROVIDE AN EDUCATION DISTINGUISHED IN ITS ABILITY TO PREPARE TRANSFORMATIVE LEADERS FOR SERVICE TO THE WORLD. WE WELCOME STUDENTS OF ALL FAITHS WHO SEEK AN EDUCATIONAL EXPERIENCE FRAMED WITHIN THE CONTEXT OF OUR FRANCISCAN VALUES OF DIGNITY OF THE INDIVIDUAL, PEACE AND JUSTICE, RECONCILIATION, AND RESPONSIBLE STEWARDSHIP. OUR UNDERSTANDING OF THESE VALUES IS INFORMED BY REFLECTION ON THE LIFE OF JESUS CHRIST AND PRAYER. THE INSTITUTION GREW OUT OF THE DEDICATION AND VISION OF SISTER THERESA HACKELMEIER AND THE SISTERS OF ST. FRANCIS, OLDENBURG, WHO ESTABLISHED A SCHOOL IN OLDENBURG, INDIANA, IN 1851. THE COLLEGE WAS FOUNDED IN OLDENBURG IN 1936 AND MOVED TO INDIANAPOLIS IN 1937.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$93,454,275ExpenseAmt
Grant$28,563,651GrantAmt
Revenue$83,937,503RevenueAmt
DescMARIAN UNIVERSITY SERVED 3,595 STUDENTS AS MEASURED FALL, 2018. THIS WAS COMPRISED OF 2,431 UNDERGRADUATE, 514 GRADUATE AND 650 MEDICAL STUDENTS. THE UNIVERSITY OFFERED 41 MAJORS WITH DISTRIBUTION OF DECLARED UNDERGRADUATE MAJORS AS FOLLOWS: NURSING 43%, BUSINESS 16%, EDUCATION 10%, LIBERAL ARTS & SCIENCES 24%, EXERCISE SCIENCE 6%, OTHER/UNDECIDED/EXPLORATORY 1%. OTHER DEMOGRAPHIC INFORMATION INCLUDES: MALE 39% AND FEMALE 61%, MINORITY23%, AVERAGE SAT SCORE OF INCOMING FRESHMEN 1,127. 72% OF STUDENTS ARE FROM INDIANA. INCLUDED IN THE ABOVE DEMOGRAPHICS ARE TRADITIONAL FULL-TIME UNDERGRADUATES, PART-TIME UNDERGRADUATES, NON-TRADITIONAL ACCELERATED ADULT PROGRAM (PRIMARILY EVENINGS AND WEEKENDS), ACCELERATED ON-LINE NURSING, MEDICAL AND GRADUATE STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$15,211,265ExpenseAmt
Grant$178,974GrantAmt
Revenue$36,215,603RevenueAmt
DescCOLLEGE OF OSTEOPATHIC MEDICINE IS THE ONLY COLLEGE OF OSTEOPATHIC MEDICINE IN THE STATE OF INDIANA AND THE 2ND MEDICAL SCHOOL (ALONG WITH INDIANA UNIVERSITY MEDICAL SCHOOL). THE UNIVERSITY GRADUATED ITS THIRD CLASS OF 161 STUDENTS IN SPRING 2019. 158 STUDENTS WERE PLACED IN RESIDENCIES WITH A 98.8% PLACEMENT RATE. 48% OF THE RESIDENTS WERE PLACED IN INDIANA WHILE 65% WERE IN THE SURROUNDING STATES OF ILLINOIS, MICHIGAN, OHIO AND KENTUCKY ALIGNING WITH A PRIMARY GOAL OF PLACING PHYSICIANS IN INDIANA AND NEIGHBORING STATES. THE BIO-MEDICAL SCIENCES PROGRAMS, WHICH FALLS UNDER THE UMBRELLA OF COLLEGE OF OSTEOPATHIC MEDICINE, DECREASED FROM 72 STUDENTS IN FALL 2017 TO 69 STUDENTS IN FALL 2018. THIS PROGRAM IS DESIGNED TO ENHANCE MEDICAL AND PROFESSIONAL SCHOOL APPLICATIONS WITH GRADUATE SCIENCES COURSES SIMILAR TO THE FIRST YEAR OF MEDICAL SCHOOL.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$108,665,540TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document5300IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1508EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members46GoverningBodyVotingMembersCnt
Independent Voting Member44IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKAY WALTERPersonNm
Phone3179556024PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13200 COLD SPRING ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46222ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MICHAEL BECHER
CHAIRMAN OF THE BOARD6.00.0Yes (X)Yes (X)$0$0$0
MELODY BIRMINGHAM-BYRD
TRUSTEE2.00.0Yes (X)$0$0$0
EDWARD BONACH
TRUSTEE2.00.0Yes (X)$0$0$0
MARY BETH BONAVENTURA
TRUSTEE2.00.0Yes (X)$0$0$0
EARL G BRINKER
TRUSTEE2.00.0Yes (X)$0$0$0
SCOTT BRUNS
TRUSTEE2.00.0Yes (X)$0$0$0
JOHN T CARDIS
TRUSTEE2.00.0Yes (X)$0$0$0
PHILLIP CARSON
TRUSTEE2.00.0Yes (X)$0$0$0
FRANK D CUNNINGHAM
TRUSTEE2.00.0Yes (X)$0$0$0
MARK DANIEL
TRUSTEE2.00.0Yes (X)$0$0$0
JOSEPH DOYLE
TRUSTEE2.00.0Yes (X)$0$0$0
WILLIAM P ECKMAN
TRUSTEE2.00.0Yes (X)$0$0$0
DANIEL J ELSENER
PRESIDENT, MARIAN UNIVERSITY40.00.0Yes (X)Yes (X)$899,504$0$116,875
DENISE B FESER
CHAIR ELECT2.00.0Yes (X)$0$0$0
SR CHRISTA FRANZER
TRUSTEE / VICE-CHAIR2.040.0Yes (X)Yes (X)$0$0$0
FRITZ FRENCH
TRUSTEE2.00.0Yes (X)$0$0$0
ANNE M FRYE
TRUSTEE2.00.0Yes (X)$0$0$0
THEAODIS GARY JR
TRUSTEE2.00.0Yes (X)$0$0$0
SR ANNETTE GRISLEY OSF
TRUSTEE2.032.0Yes (X)$0$0$0
STEPHEN J HACKMAN
TRUSTEE2.00.0Yes (X)$0$0$0
DAVID HAIRE
TRUSTEE2.00.0Yes (X)$0$0$0
JEFFREY HARRISON
TRUSTEE2.00.0Yes (X)$0$0$0
SR MARILYN HOFER OSF
TRUSTEE2.032.0Yes (X)$0$0$0
SR MARGARET HORNEY OSF
TRUSTEE2.040.0Yes (X)$0$0$0
JERRY JONES
TRUSTEE2.00.0Yes (X)$0$0$0
FRED S KLIPSCH
TRUSTEE2.00.0Yes (X)$0$0$0
SR JOANITA KOORS OSF
TRUSTEE2.032.0Yes (X)$0$0$0
REBECCA KUBACKI
TRUSTEE2.00.0Yes (X)$0$0$0
JOSEPH KUZMITZ
TRUSTEE2.00.0Yes (X)$0$0$0
ALAN E LEIGHTON
TRUSTEE2.00.0Yes (X)$0$0$0
TOBIN MCCLAMROCH
TRUSTEE2.00.0Yes (X)$0$0$0
SR JOAN MILLER OSF
TRUSTEE2.032.0Yes (X)$0$0$0
JONATHAN S NALLI
TRUSTEE2.00.0Yes (X)$0$0$0
DENIS O'BRIEN
TRUSTEE2.00.0Yes (X)$0$0$0
MARIANNE PRICE PHD
TRUSTEE2.00.0Yes (X)$0$0$0
MSGR JOSEPH SCHAEDEL
TRUSTEE2.00.0Yes (X)$0$0$0
JERRY SEMLER
TRUSTEE2.00.0Yes (X)$0$0$0
RACHEL SHOCKLEY DO
TRUSTEE2.00.0Yes (X)$0$0$0
CHAD SLAUGHTER
TRUSTEE2.00.0Yes (X)$0$0$0
SR BERNICE STENGER OSF
TRUSTEE2.032.0Yes (X)$0$0$0
LEN STROM
TRUSTEE2.00.0Yes (X)$0$0$0
D ANTHONY WATT
TRUSTEE2.00.0Yes (X)$0$0$0
ROBYN WERNER
TRUSTEE2.00.0Yes (X)$0$0$0
RAMARAO YELETI MD
TRUSTEE2.00.0Yes (X)$0$0$0
RICHARD ANDREW YOUNG
TRUSTEE2.00.0Yes (X)$0$0$0
RAUL ZAVALETA
TRUSTEE2.00.0Yes (X)$0$0$0
GREGORY GINDER
SR VP/CFO40.00.0Yes (X)$207,721$0$33,718
THOMAS ENNEKING
EXECUTIVE VP & PROVOST40.00.0Yes (X)$233,754$0$38,481
KENITH BRITT
SR VP, DEAN KLIPSCH EDUCATOR'S40.00.0Yes (X)$179,431$0$37,901
DONALD SEFCIK
VP HEALTH SCIENCE, DEAN OF COM40.00.0Yes (X)$380,925$0$40,738
DEBORAH LAWRENCE
VP, ADMIN & GEN. COUNSEL40.00.0Yes (X)$154,412$0$21,168
JOHN FINKE
VP, INSTITUTIONAL ADVANCEMENT40.00.0Yes (X)$159,088$0$34,094
MARK APPLE
VP, MARKETING COMMUNICATIONS40.00.0Yes (X)$138,611$0$9,703
PAUL WOOLSTON
VP, ENROLLMENT MANAGEMENT40.00.0Yes (X)$121,338$0$33,578
RUTH RODGERS
VP STUDENT SUCCESS/ENGAGEMENT40.00.0Yes (X)$119,374$0$32,214
ADAM SETMEYER
VP, MISSION & MINISTRY40.00.0Yes (X)$85,751$0$36,865
SR JEAN MARIE CLEVELAND
VP MISSION EFFECTIVENESS40.00.0Yes (X)$71,166$0$14,845
BRYAN LARSEN
ASST. DEAN, BIOMEDICAL SCIENCE40.00.0$186,479$0$13,070Yes (X)
SAIB OTHMAN
ASSOCIATE PROVOST40.00.0$190,293$0$33,160Yes (X)
DANIEL GELFMAN
FACULTY, COLLEGE OF MEDICINE40.00.0$186,823$0$26,084Yes (X)
LUKE NELLIGAN
FACULTY, COLLEGE OF MEDICINE40.00.0$201,790$0$24,912Yes (X)
JOHN LUCICH
FACULTY, COLLEGE OF MEDICINE40.00.0$207,026$0$35,070Yes (X)
ANGELA WAGNER
FACULTY, COLLEGE OF MEDICINE40.00.0$198,182$0$37,709Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,921,668TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$620,185TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K47IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BROWNING CONSTRUCTION INC
6100 W 96TH ST SUITE 150INDIANAPOLISIN46278CONSTRUCTION$8,567,468
ORBIS EDUCATION
11595 NORTH MERIDIAN SUITE 400INDIANAPOLISIN46032ON-LINE NURSING SPPT$7,709,377
ARAMARK INC
27310 NETWORK PLACECHICAGOIL60673FOOD SERVICE$3,537,233
ARAMARK FACILITY SERVICES
24818 NETWORK PLACECHICAGOIL60673FACILITIES SERVICES$3,039,239
SMOCK FANSLER CORPORATION
2910 W MINNESOTAINDIANAPOLISIN46241CONSTRUCTION$1,384,342
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K56CntrctRcvdGreaterThan100KCnt
Fundraising$841,220FundraisingAmt
Related Organizations$16,838RelatedOrganizationsAmt
Government Grants$1,029,270GovernmentGrantsAmt
All Other Contributions$11,457,890AllOtherContributionsAmt
Noncash Contributions$903,123NoncashContributionsAmt
Total Contributions$13,345,218TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES611600$109,237,148$109,237,148
ROOM & BOARD611710$9,568,453$9,568,453
BOOK STORE611710$141,094$141,094
OTHER INCOME611710$1,320,589$1,206,411$114,178
FieldValueIRS element (for citing)
Total Program Service Revenue$120,267,284TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,644,555TotalRevenueColumnAmt
Unrelated Business Revenue-$15UnrelatedBusinessRevenueAmt
Exclusion$2,644,570ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$268,978RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$552,106RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$283,128RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$283,128TotalRevenueColumnAmt
Exclusion-$283,128ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$76,498,281SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$71,254,479SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,243,802SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,243,802TotalRevenueColumnAmt
Exclusion$5,243,802ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$92,630FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$841,220ContriRptFundraisingEventAmt
Fundraising Direct Expenses$530,143FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$437,513TotalRevenueColumnAmt
Exclusion-$437,513ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CYCLOPLEX711210$77,744$77,744
CYCLING CENTER711210$13,385$13,385
FieldValueIRS element (for citing)
Other Revenue Total$91,129OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$140,871,347TotalRevenueColumnAmt
Related Or Exempt Func Income$120,153,106RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$205,292UnrelatedBusinessRevenueAmt
Exclusion$7,167,731ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$28,742,625TotalAmt
Program Services$28,742,625ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,506,493TotalAmt
Program Services$1,553,000ProgramServicesAmt
Management And General$1,754,975ManagementAndGeneralAmt
Fundraising$198,518FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$31,668,421TotalAmt
Program Services$27,037,412ProgramServicesAmt
Management And General$3,776,124ManagementAndGeneralAmt
Fundraising$854,885FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,743,222TotalAmt
Program Services$1,416,903ProgramServicesAmt
Management And General$274,114ManagementAndGeneralAmt
Fundraising$52,205FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,457,894TotalAmt
Program Services$5,249,021ProgramServicesAmt
Management And General$1,015,475ManagementAndGeneralAmt
Fundraising$193,398FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,416,853TotalAmt
Program Services$1,964,435ProgramServicesAmt
Management And General$380,039ManagementAndGeneralAmt
Fundraising$72,379FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$238,286TotalAmt
Management And General$238,286ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$93,558TotalAmt
Management And General$93,558ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$25,835TotalAmt
Management And General$25,835ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$211,011TotalAmt
Program Services$171,511ProgramServicesAmt
Management And General$33,181ManagementAndGeneralAmt
Fundraising$6,319FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,536,209TotalAmt
Program Services$2,874,255ProgramServicesAmt
Management And General$556,053ManagementAndGeneralAmt
Fundraising$105,901FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,939,756TotalAmt
Program Services$1,576,647ProgramServicesAmt
Management And General$305,018ManagementAndGeneralAmt
Fundraising$58,091FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$467,892TotalAmt
Program Services$380,306ProgramServicesAmt
Management And General$73,574ManagementAndGeneralAmt
Fundraising$14,012FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,365,020TotalAmt
Program Services$1,109,498ProgramServicesAmt
Management And General$214,643ManagementAndGeneralAmt
Fundraising$40,879FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,808,576TotalAmt
Program Services$6,346,864ProgramServicesAmt
Management And General$1,227,864ManagementAndGeneralAmt
Fundraising$233,848FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$667,620TotalAmt
Program Services$542,646ProgramServicesAmt
Management And General$104,980ManagementAndGeneralAmt
Fundraising$19,994FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,139,273TotalAmt
Program Services$926,009ProgramServicesAmt
Management And General$179,146ManagementAndGeneralAmt
Fundraising$34,118FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,758,406TotalAmt
Program Services$4,680,472ProgramServicesAmt
Management And General$905,484ManagementAndGeneralAmt
Fundraising$172,450FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,538,356TotalAmt
Program Services$6,127,228ProgramServicesAmt
Management And General$1,185,373ManagementAndGeneralAmt
Fundraising$225,755FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$914,278TotalAmt
Program Services$743,132ProgramServicesAmt
Management And General$143,766ManagementAndGeneralAmt
Fundraising$27,380FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
LICENSE FEES & COURSE WORK$8,474,758$8,474,758
MEAL PLAN COSTS$3,396,493$3,396,493
ATHLETIC COMPETITION$2,265,630$2,265,630
PROGRAM SUPPLIES & RESOURCES$2,112,055$1,716,693$332,111$63,251

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,685,525TotalAmt
Program Services$1,370,002ProgramServicesAmt
Management And General$265,045ManagementAndGeneralAmt
Fundraising$50,478FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$124,174,045TotalAmt
Program Services$108,665,540ProgramServicesAmt
Management And General$13,084,644ManagementAndGeneralAmt
Fundraising$2,423,861FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$34,859BOYAmt
EOY$20,060EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,799,775BOYAmt
EOY$5,253,936EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,162,290BOYAmt
EOY$17,134,100EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,209,307BOYAmt
EOY$2,742,743EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$810,319BOYAmt
EOY$414,453EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,048,461BOYAmt
EOY$1,568,610EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$200,966,456LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$75,262,543LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$118,716,230BOYAmt
EOY$125,703,913EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$74,995,847BOYAmt
EOY$82,140,648EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,784,058BOYAmt
EOY$6,285,293EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,380,399BOYAmt
EOY$1,544,817EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$351,518BOYAmt
EOY$352,069EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$236,293,063BOYAmt
EOY$243,160,642EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,458,526BOYAmt
EOY$13,791,570EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,030,129BOYAmt
EOY$13,073,747EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$98,383,207BOYAmt
EOY$96,372,799EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$200,000BOYAmt
EOY$100,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$859,905BOYAmt
EOY$950,843EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$126,931,767BOYAmt
EOY$124,288,959EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$69,065,591BOYAmt
EOY$81,446,571EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$26,141,751BOYAmt
EOY$23,296,681EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,153,954BOYAmt
EOY$14,128,431EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$109,361,296BOYAmt
EOY$118,871,683EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$236,293,063BOYAmt
EOY$243,160,642EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$16,697,302ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,871,915NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$3,315,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$25,835DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$25,835TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1GFormAndLineReferenceDesc
ExplanationDirect contact with legislators & government officials: Marian University contracts with registered lobbyists to work with the Indiana General Assembly and the United States Congress on issues impacting higher education generally (for example, financial aid) and Marian specifically (for example, appropriation requests). Marian University also collaborates with the Independent Colleges of Indiana in its efforts to influence the Indiana General Assembly to maintain the amount of financial aid available to college students, most notably through a student lobbying day at the statehouse.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$56,585RevenuesIncludedAmt
Assets Included$193,897AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,740,038BeginningYearBalanceAmt
Contributions$3,626,999ContributionsAmt
Investment Earnings Or Losses$4,006,591InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,458,857GrantsOrScholarshipsAmt
Other Expenditures$441,462OtherExpendituresAmt
Administrative Expenses$200,205AdministrativeExpensesAmt
End Year Balance$69,273,104EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$47,113,830BeginningYearBalanceAmt
Contributions$14,277,438ContributionsAmt
Investment Earnings Or Losses$4,540,368InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,617,019GrantsOrScholarshipsAmt
Other Expenditures$455,094OtherExpendituresAmt
Administrative Expenses$119,485AdministrativeExpensesAmt
End Year Balance$63,740,038EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$40,140,223BeginningYearBalanceAmt
Contributions$2,456,601ContributionsAmt
Investment Earnings Or Losses$6,369,491InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,450,718GrantsOrScholarshipsAmt
Other Expenditures$340,167OtherExpendituresAmt
Administrative Expenses$61,600AdministrativeExpensesAmt
End Year Balance$47,113,830EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$39,260,589BeginningYearBalanceAmt
Contributions$2,680,943ContributionsAmt
Investment Earnings Or Losses-$118,630InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,297,633GrantsOrScholarshipsAmt
Other Expenditures$328,488OtherExpendituresAmt
Administrative Expenses$56,558AdministrativeExpensesAmt
End Year Balance$40,140,223EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$36,013,451BeginningYearBalanceAmt
Contributions$4,594,786ContributionsAmt
Investment Earnings Or Losses$117,199InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,113,467GrantsOrScholarshipsAmt
Other Expenditures$291,062OtherExpendituresAmt
Administrative Expenses$60,318AdministrativeExpensesAmt
End Year Balance$39,260,589EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.76770BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.23230PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,538,196OtherCostOrOtherBasisAmt
Book Value$2,538,196BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$153,475,528OtherCostOrOtherBasisAmt
Depreciation$47,957,323DepreciationAmt
Book Value$105,518,205BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,899,339OtherCostOrOtherBasisAmt
Depreciation$19,056,999DepreciationAmt
Book Value$8,842,340BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$193,897InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$16,859,496OtherCostOrOtherBasisAmt
Depreciation$8,248,221DepreciationAmt
Book Value$8,805,172BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$125,703,913TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescADVANCES STUDENT LOANSDesc
Amt$950,843Amt
FieldValueIRS element (for citing)
Total Liability$950,843TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$109,128,045TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,871,915NetUnrealizedGainsInvstAmt
Other Revenue$1,082,249OtherRevenueAmt
Revenue Not Reported-$2,789,666RevenueNotReportedAmt
Revenue Subtotal$111,917,711RevenueSubtotalAmt
Investment Expenses Not Incld$211,011InvestmentExpensesNotIncldAmt
Other Revenues Not Included$28,742,625OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$28,953,636RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$140,871,347TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$96,302,658TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$1,082,249OtherExpensesIncludedAmt
Expenses Not Reported$1,082,249ExpensesNotReportedAmt
Expenses Subtotal$95,220,409ExpensesSubtotalAmt
Investment Expenses Not Incld2$211,011InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$28,742,625OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$28,953,636ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$124,174,045TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4COLLECTIONS OF ART, HISTORICAL TREASURERS, AND OTHER SIMILAR ASSETS: DONATIONS RECEIVED INCLUDE A STAMP COLLECTION, LITHOGRAPHS, PRINTS, SCULPTURES, AFRICAN MASKS AND FIGURINES AND A DONATED CRYPT. THE STAMP COLLECTION IS DISPLAYED IN THE LIBRARY AND THE ARTWORK IS DISPLAYED IN VARIOUS LOCATIONS ON CAMPUS. MUCH OF THE ARTWORK IS RELIGIOUS IN NATURE AND IS THEREFORE CONSISTENT WITH OUR CATHOLIC HERITAGE; OTHER ARTWORK WAS DISPLAYED IN ATTEMPT TO HONOR DONOR'S WISHES AND SUPPORT THE CULTURAL ASPECTS OF OUR LIBERAL ARTS TRADITION.
SCHEDULE D, PART V, LINE 4INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS: THE MAJORITY OF THE ENDOWMENT FUND IS USED TO PROVIDE STUDENT SCHOLARSHIPS. IN ADDITION, WE HAVE 11 ENDOWMENTS WHICH SUPPORT MATH AND SCIENCE, TECHNOLOGY, FACULTY DEVELOPMENT, ECOLAB, GLOBAL STUDIES, TRAVEL, MEDICAL ETHICS, CHEMISTRY, NURSING, MEDICAL STUDENT EDUCATIONAL EXPENSES AND MEDICAL STUDENT AID.
SCHEDULE D, PART XASC 740 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
SCHEDULE D, PARTS XI & XII, LINE 2DOTHER ADJUSTMENTS: EXPENSES FOR RENTAL FACILITY $ 552,106 FUNDRAISING EXPENSES $ 530,143 TOTAL $ 1,082,249
SCHEDULE D, PARTS XI & XII, LINE 4BOTHER ADJUSTMENTS: STUDENT SCHOLARSHIPS $ 28,742,625

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE POLICY IS LOCATED ON THE MAIN PAGE OF THE MARIAN.EDU WEBSITE AT ALL TIMES. ANY INTERESTED PARTIES MAY ACCESS AND REVIEW THE POLICY AT ANY TIME BY SELECTING THE NON-DISCRIMINATION LINK.
SCHEDULE E, PART I, LINE 6APELL GRANTS, SEOG GRANTS, FREEDOM CHOICE, 21ST CENTURY SCHOLARS, PART-TIME, TEACHING, COLLEGE OF OSTEOPATHIC MEDICINE INDIANA GRANT, MITCH DANIELS STATE AID AND MINORITY STUDENTS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the CaribbeanInvestments$4,414,656
North AmericaProgram Services$1,304STUDENT RECRUITING
East Asia and the PacificPROGRAM SERVICES$4,143STUDENT RECRUITING
South AsiaPROGRAM SERVICES$1,394STUDENT RECRUITING
Europe (Including Iceland and Greenland)Program Services$84,577STUDY ABROAD
Central America and the CaribbeanProgram Services$1,902CONFERENCE/SEMINAR
East Asia and the PacificProgram Services$3,260CONFERENCE/SEMINAR
FieldValueIRS element (for citing)
Subtotal Spent$4,511,236SubtotalSpentAmt
Total Spent$4,511,236TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$790,386GrossReceiptsEvent1Amt
Charitable Contri Event1$730,686CharitableContriEvent1Amt
Gross Revenue Event1$59,700GrossRevenueEvent1Amt
Rent Facility Costs Event1$75,723RentFacilityCostsEvent1Amt
Food And Beverage Event1$216,155FoodAndBeverageEvent1Amt
Entertainment Event1$2,750EntertainmentEvent1Amt
Other Direct Expenses Event1$129,000OtherDirectExpensesEvent1Amt
Event2CLAYTON EVENTEvent2Nm
Gross Receipts Event2$101,105GrossReceiptsEvent2Amt
Charitable Contri Event2$85,055CharitableContriEvent2Amt
Gross Revenue Event2$16,050GrossRevenueEvent2Amt
Rent Facility Costs Event2$10,230RentFacilityCostsEvent2Amt
Food And Beverage Event2$47,547FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$26,342OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$42,359GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$25,479CharitableContriOtherEventsAmt
Gross Revenue Other Events$16,880GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$1,088NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$12,740RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$3,279FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$5,289OthDirectExpnssOtherEventsAmt
Gross Receipts Total$933,850GrossReceiptsTotalAmt
Charitable Contributions Tot$841,220CharitableContributionsTotAmt
Gross Revenue Total Events$92,630GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,088NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$98,693RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$266,981FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,750EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$160,631OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$530,143DirectExpenseSummaryEventsAmt
Net Income Summary-$437,513NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSTUDENT SCHOLARSHIPS & FINANCIAL AIDGrantTypeTxt
Recipient1538RecipientCnt
Cash Grant$28,742,625CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S.: MARIAN UNIVERSITY IS SUBJECT TO THE COMPLIANCE AND INTERNAL CONTROL REQUIREMENTS OF OMB-A133 AND FOLLOWS ALL APPLICABLE GUIDELINES. INSTITUTIONAL AND PRIVATELY FUNDED FINANCIAL AID IS DETERMINED ON A CASE-BY-CASE BASIS BASED ON MERIT, NEED, AND EXTRACURRICULAR ACTIVITIES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DANIEL J ELSENER
PRESIDENT, MARIAN UNIVERSITY$470,305$0$410,000$0$19,199$0$83,900$0$32,975$0$1,016,379$0$325,000$0
GREGORY GINDER
SR VP/CFO$191,999$0$15,000$0$722$0$14,915$0$18,803$0$241,439$0$0$0
THOMAS ENNEKING
EXECUTIVE VP & PROVOST$198,648$0$33,418$0$1,688$0$16,643$0$21,838$0$272,235$0$0$0
KENITH BRITT
SR VP, DEAN KLIPSCH EDUCATOR'S$158,925$0$20,000$0$506$0$13,029$0$24,872$0$217,332$0$0$0
DONALD SEFCIK
VP HEALTH SCIENCE, DEAN OF COM$354,651$0$25,000$0$1,274$0$18,900$0$21,838$0$421,663$0$0$0
DEBORAH LAWRENCE
VP, ADMIN & GEN. COUNSEL$146,328$0$7,500$0$584$0$10,992$0$10,176$0$175,580$0$0$0
JOHN FINKE
VP, INSTITUTIONAL ADVANCEMENT$146,152$0$12,500$0$436$0$11,449$0$22,645$0$193,182$0$0$0
PAUL WOOLSTON
VP, ENROLLMENT MANAGEMENT$120,969$0$0$0$369$0$8,946$0$24,632$0$154,916$0$0$0
RUTH RODGERS
VP STUDENT SUCCESS/ENGAGEMENT$118,497$0$0$0$877$0$9,069$0$23,145$0$151,588$0$0$0
SAIB OTHMAN
ASSOCIATE PROVOST$174,510$0$15,000$0$783$0$13,744$0$19,416$0$223,453$0$0$0
DANIEL GELFMAN
FACULTY, COLLEGE OF MEDICINE$185,400$0$0$0$1,423$0$13,434$0$12,650$0$212,907$0$0$0
LUKE NELLIGAN
FACULTY, COLLEGE OF MEDICINE$200,024$0$0$0$1,766$0$14,262$0$10,650$0$226,702$0$0$0
JOHN LUCICH
FACULTY, COLLEGE OF MEDICINE$205,894$0$0$0$1,132$0$14,958$0$20,112$0$242,096$0$0$0
ANGELA WAGNER
FACULTY, COLLEGE OF MEDICINE$198,182$0$0$0$0$0$13,872$0$23,837$0$235,891$0$0$0
BRYAN LARSEN
ASST. DEAN, BIOMEDICAL SCIENCE$185,270$0$0$0$1,209$0$13,070$0$0$0$199,549$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1ABENEFITS PROVIDED: THE PRESIDENT USES FIRST-CLASS TRAVEL FOR BUSINESS TRIPS. THIS IS NOT INCLUDED IN HIS W-2 INCOME. SPOUSAL TRAVEL PROVIDED ONLY FOR BUSINESS RELATED ACTIVITIES; SOCIAL CLUBS DUES USED ONLY FOR BUSINESS TRANSACTIONS; EMPLOYEES ARE RESPONSIBLE FOR REIMBURSING THE UNIVERSITY FOR PERSONAL EXPENSES OR USE OF FACILITIES THAT ARE PAID FOR BY THE UNIVERSITY.
SCHEDULE J, PART I, LINE 4BNONQUALIFIED RETIREMENT PLAN: DANIEL ELSENER, KENITH BRITT, JOHN FINKE, AND GREGORY GINDER PARTICIPATED IN A SECTION 457(F) PLAN DURING THE YEAR, RECEIVING CONTRIBUTIONS TO THEIR PLANS IN THE AMOUNTS OF $40,000, $15,000, $15,000, AND $25,000, RESPECTIVELY; DANIEL ELSENER RECEIVED AN ADDITIONAL NON-ELECTIVE CONTRIBUTION OF $25,000; THESE PAYMENTS HAVE BEEN INCLUDED IN PART II, COLUMN (C) FOR THE CURRENT YEAR. THE PARTICIPANT'S SERVICE COMPLETION DATE UNDER AGREEMENT IS AS FOLLOWS: DANIEL ELSENER - 9/30/2020 KENITH BRITT - 6/30/2022 JOHN FINKE - 6/30/2027 GREGORY GINDER - 6/30/2025
SCHEDULE J, PART I, LINE 7NON-FIXED PAYMENTS: THE PRESIDENT MAY RECEIVE PERFORMANCE PAYMENTS UP TO 25% OF ANNUAL SALARY AT THE BOARD'S DISCRETION. KENITH C. BRITT, THOMAS ENNEKING, GREGORY GINDER, DONALD SEFCIK, AND SAIB OTHMAN RECEIVED A PERFORMANCE PAYMENT AT THE PRESIDENT'S DISCRETION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1INDIANA FINANCE AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN351460231BondIssuerEIN
CUSIP455057P52CUSIPNum
Bond Issued2011-10-20BondIssuedDt
Issue Price$105,919,407IssuePriceAmt
Purpose2011 MARIAN UNIVERSITY PROJECTPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$7,585,000RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$105,919,407TotalProceedsAmt
In Reserve Fund$8,178,485InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$1,770,004IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$59,907,424CapitalExpendituresAmt
Other Spent Proceeds$37,887,548OtherSpentProceedsAmt
Unspent$8,278,924UnspentAmt
Substantial Completion2016SubstantialCompletionYr
Refunding Tax Exempt BondsYes (true)RefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadefalseFinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0PrivateBusUseByOthersPct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonNOT REQUIREDPersonNm
Relationship With OrgNOT REQUIREDRelationshipWithOrgTxt
Cash Grant$41,988CashGrantAmt
Type Of AssistanceMERIT/NEED-BASED AIDTypeOfAssistanceTxt
Assistance PurposeEDUCATIONAL SCHOLARSHIPSAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (9 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
CARSON AGENCY INC
PHILLIP CARSON, TRUSTEE$342,508INSURANCE SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$6,576,473DINING/OPERATIONS SERVICEfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$8,567,468CONSTRUCTION SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$533,533ENERGY SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$308,295TECHNOLOGY SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$1,330,166CONSTRUCTION SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$7,709,377INSTRUCTION SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$203,132CONSTRUCTION SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$117,920LOAN REPAYMENTfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IIIFormAndLineReferenceDesc
ExplanationFINANCIAL AID TO INTERESTED PERSONS AND/OR FAMILY MEMBERS: THE AMOUNT LISTED IN PART III REPRESENTS FINANCIAL AID AND/OR SCHOLARSHIPS THAT WERE AWARDED TO INTERESTED PERSONS AND/OR FAMILY MEMBERS. THE ONLY AMOUNTS AWARDED ARE SCHOLARSHIPS AND FINANCIAL AID AWARDS. THESE FUNDS ARE DISBURSED BY THE COLLEGE'S FINANCIAL AID DEPARTMENT IN STRICT ADHERENCE TO ALL FEDERAL AND STATE REGULATIONS.ExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$5,153NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$362NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution46ContributionCnt
Noncash Contributions Rpt F990$1,299,239NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$4,356NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST BASISMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)FLORAL2$22,231FAIR MARKET VALUE
Yes (X)FOOD & DRINKS7$8,756FAIR MARKET VALUE
Yes (X)OTHER4$5,659FAIR MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, LINE 9FormAndLineReferenceDesc
ExplanationCONTRIBUTIONS OF PUBLICLY TRADED SECURITIES: THE TOTAL NONCASH GIFTS ON SCHEDULE M, DO NOT TIE TO THE NONCASH GIFTS ON PART VIII, LINE 1G DUE TO PLEDGE PAYMENTS WERE FULFILLED DURING THE CURRENT YEAR WITH PUBLICLY TRADED SECURITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART IV, LINE 28CBUSINESS TRANSACTIONS INVOLVING SUBSTANTIAL CONTRIBUTORS: FORM 990, PART IV, LINE 28C IS CHECKED YES BECAUSE THERE ARE BUSINESS TRANSACTIONS BETWEEN MARIAN UNIVERSITY AND SUBSTANTIAL CONTRIBUTORS LISTED ON SCHEDULE B.
FORM 990, PART VI, SECTION A, LINE 1AVOTING RIGHTS AMONG MEMBERS: THE EXECUTIVE COMMITTEE VOTES ON ISSUES BECAUSE THEY MEET MORE FREQUENTLY THAN THE BOARD OF DIRECTORS, BUT DECISIONS ARE SUBSEQUENTLY RATIFIED BY THE FULL BOARD.
FORM 990, PART VI, SECTION A, LINE 1BINDEPENDENT BOARD MEMBERS: DANIEL J. ELSENER IS A PAID EMPLOYEE OF THE UNIVERSITY AND IS THEREFORE CONSIDERED NON-INDEPENDENT. PHILLIP CARSON IS IS ALSO CONSIDERED NON-INDEPENDENT DUE TO THE TRANSACTION LISTED ON SCHEUDLE L.
FORM 990, PART VI, SECTION A, LINE 4SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS: CHANGES TO THE BYLAWS INCLUDE REVISIONS TO TRUSTEE TERM LIMITS, CLARIFICATION AND/OR SIMPLIFICATION OF DUPLICATIVE LANGUAGE AND TERMS, UPDATES TO EXECUTIVE COMMITTEE MEETINGS BETWEEN BOARD MEETINGS, AND LANGUAGE ADDED TO CLARIFY THAT THE EXECUTIVE COMMITTEE CANNOT CHANGE THE APPROVED ANNUAL BUDGET.
FORM 990, PART VI, SECTION A, LINE 7APOWER TO ELECT MEMBERS OF GOVERNING BODY: NOT FEWER THAN THREE AND NOT MORE THAN SEVEN TRUSTEES OF THE BOARD OF TRUSTEES SHALL BE MEMBERS OF THE SISTERS OF ST. FRANCIS OF OLDENBURG INC. OR SHALL BE INDIVIDUALS NOMINATED BY SISTERS OF ST. FRANCIS OF OLDENBURG. ONE OF THESE SHALL BE THE CONGREGATIONAL MINISTER OF THE SISTERS OF ST. FRANCIS OF OLDENBURG INC., AS SELECTED BY THE RULES AND REGULATIONS OF THAT ORDER.
FORM 990, PART VI, SECTION B, LINE 7BGOVERNANCE DECISIONS SUBJECT TO APPROVAL OF GOVERNING BODY: THE SISTERS OF ST. FRANCIS ARE OWNERS OF SOME OF THE ASSETS OF THE UNIVERSITY AND HAVE MUTUAL RESPONSIBILITY FOR AFFIRMING POLICIES OF THE UNIVERSITY AS A FRANCISCAN CATHOLIC INSTITUTION. RESPONSIBILITIES INCLUDE: 1.) FOSTER THE EXPRESSION AND IMPLEMENTATION OF MISSION STATEMENT; 2.) MAINTAIN A RELATIONSHIP WITH THE ARCHBISHOP OF THE CHURCH IN THE INDIANAPOLIS ARCHDIOCESE; AND 3.) ATTEND TO SOCIAL JUSTICE CONCERNS.
FORM 990, PART VI, SECTION B, LINE 11BPROCESS TO REVIEW THE FORM 990: THE SR VP/CFO AND THE CONTROLLER REVIEW THE 990 IN DETAIL WITH THE CPA FIRM THAT PREPARES THE RETURN. THE SR VP/CFO AND THE CONTROLLER THEN REVIEW THE 990 WITH THE AUDIT COMMITTEE. ONCE THE AUDIT COMMITTEE REVIEWS AND APPROVES THE RETURN, THE FORM 990 (NOT INCLUDING SCHEDULE B TO PROTECT THE ANONYMITY OF DONORS) WILL BE PASSWORD-PROTECTED AND POSTED TO MARIAN'S WEBSITE. BOARD MEMBERS WILL BE NOTIFIED THAT THE FORM 990 IS AVAILABLE FOR THEIR REVIEW AND WILL BE GIVEN A PASSWORD TO ACCESS THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CPROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ALL BOARD OF TRUSTEE MEMBERS AND KEY EMPLOYEES ARE ASKED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE SECRETARY OF THE BOARD OF TRUSTEES MAINTAINS THE LIST AND FOLLOWS UP ON OUTSTANDING ISSUES. ALL INFORMATION IS SUBMITTED TO THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE AUDIT COMMITTEE IS RESPONSIBLE FOR TAKING ANY ADDITIONAL ACTION NEEDED. ANY PERSON WITH A CONFLICT ABSTAINS FROM VOTING ON THE RELATED ISSUE.
FORM 990, PART VI, SECTION B, LINE 15AREVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: THE COMPENSATION COMMITTEE, A SPECIAL SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, DETERMINES AND APPROVES THE PRESIDENT'S COMPENSATION. THE PROCESS STARTS WITH HR PROVIDING THE COMMITTEE WITH THE NECESSARY COMPENSATION DATA WHICH IS REVIEWED IN DETAIL AND INCLUDES PRIOR AND CURRENT COMPENSATION INFORMATION. THE COMMITTEE'S DECISION AND NOTES FROM THE COMMITTEE'S FINDINGS ARE PROVIDED TO HR. FOLLOWING THIS, THE COMPENSATION DECISION IS PRESENTED AT AN EXECUTIVE SESSION OF THE BOARD FOR APPROVAL. THIS PROCESS WAS LAST UNDERTAKEN IN FALL OF 2018.
FORM 990, PART VI, SECTION B, LINE 15BREVIEW OF TOP MANAGEMENT OFFICIAL COMPENSATION: THE PRESIDENT REVIEWS AND ADJUSTS OFFICER AND KEY EMPLOYEE COMPENSATION BASED ON PEER COMPENSATION, BENCHMARKING REPORTS, GUIDELINES PROVIDED BY THE HR DEPARTMENT AND EMPLOYEE PERFORMANCE.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND F/S: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
FORM 990, PART XI, LINE 9OTHER CHANGES IN NET ASSETS OR FUND BALANCES: PROVISION FOR UNCOLLECTIBLE CONTRIBUTION RECEIVABLES: $3,315,000

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
SISTERS OF ST FRANCIS
22143 MAIN STREETOLDENBURGIN47036350868953RELIGIOUSIN501(C)(3)1NAfalse
INDEPENDENT COLLEGES OF INDIANA INC
30 S MERIDIAN STREETINDIANAPOLISIN46204310901001EDUC SUPPORTIN501(C)(3)12 TYPE INAfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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