2020-02-27T15:14:53-06:00 2019-06-30 341897225 HILL BARTH & KING LLC 3838 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 34103 990 2018-07-01 030482006 AVE MARIA UNIVERSITY INC AVEM 2392802500 5050 AVE MARIA BLVD AVE MARIA FL 34142 EUGENE MUNIN VP FINANCE/CFO 2392802500 2020-02-27 1 DARBY BEAVERSON P01262805 2392632111 2020-02-27 198.167.186.164 2020-02-27 11:12:17 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C8071867543C30C6B403C43A0D1A3BF18DC26FAE 2018 2020-09-23 17:36:50Z EUGENE MUNIN 5050 AVE MARIA BLVD AVE MARIA FL 34142 124014212 0 X WWW.AVEMARIA.EDU X 2002 FL UNIVERSITY EDUCATION GROUNDED IN THE TRADITIONS AND FAITH OF THE ROMAN CATHOLIC CHURCH 27 25 933 56 0 0 17293138 11961791 31643648 34313179 1532070 7147830 396263 204260 50865119 53627060 11915225 14751908 0 0 16666131 16824292 0 0 2137836 21926040 22268912 50507396 53845112 357723 -218052 244039993 235120449 65142212 61904290 178897781 173216159 X FOUNDED IN FIDELITY TO CHRIST AND HIS CHURCH IN RESPONSE TO THE CALL OF VATICAN II FOR GREATER LAY WITNESS IN CONTEMPORARY SOCIETY, AVE MARIA UNIVERSITY EXISTS TO FURTHER TEACHING, RESEARCH, AND LEARNING AT THE UNDERGRADUATE AND GRADUATE LEVELS IN THE ABIDING TRADITION OF CATHOLIC THOUGHT IN BOTH NATIONAL AND INTERNATIONAL SETTINGS. THE UNIVERSITY TAKES AS ITS MISSION THE SPONSORSHIP OF A LIBERAL ARTS EDUCATION CURRICULUM DEDICATED, AS ARTICULATED IN THE APOSTOLIC CONSTITUTION EX CORDE ECCLESIAE, TO THE ADVANCEMENT OF HUMAN CULTURE, THE PROMOTION OF DIALOGUE BETWEEN FAITH AND REASON, THE FORMATION OF MEN AND WOMEN IN THE INTELLECTUAL AND MORAL VIRTUES OF THE CATHOLIC FAITH, AND TO THE DEVELOPMENT OF PROFESSIONAL AND PRE-PROFESSIONAL PROGRAMS IN RESPONSE TO LOCAL AND SOCIETAL NEEDS. 0 0 43824903 14751908 34313179 OPERATING A UNIVERSITY DEDICATED TO INSTRUCTING AND TRAINING INDIVIDUALS TOWARDS A BACCALAUREATE, MASTERS OR DOCTORATE DEGREE. 1,123 STUDENTS WERE SEEKING DEGREES AT AMU DURING THE FALL 2018-2019 SCHOOL YEAR. 43824903 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 65 0 933 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 25 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 AK KS NH OR KY LA MA MD MO WA X X EUGENE MUNIN 2392801674 5050 AVE MARIA BLVD AVE MARIA FL 34142 ARTHUR C BROOKS PHD TRUSTEE 2.00 X 0 0 0 BARBARA B HENKELS TRUSTEE EMERITUS 2.00 X 0 0 0 BERNADETTE LUCA TRUSTEE 2.00 X 0 0 0 BISHOP FRANK J DEWANE TRUSTEE 2.00 X 0 0 0 DANIEL N MEZZALINGUA TRUSTEE EMERITUS 2.00 X 0 0 0 DEACON JOHN JARVIS TRUSTEE 2.00 X 0 0 0 DENZIL SAMUELS TRUSTEE 2.00 X 0 0 0 DONNA M BRADT TRUSTEE 2.00 X 0 0 0 EDWARD W EASTON TRUSTEE 2.00 X 0 0 0 EMILIO BURILLO TRUSTEE 2.00 X 0 0 0 EUGENE MUNIN VP FINANCE/CFO 40.00 X X 141416 0 0 GLORY L SULLIVAN TRUSTEE EMERITUS 2.00 X 0 0 0 GUY SMITH TRUSTEE 2.00 X 0 0 0 H JAMES TOWEY TRUSTEE/AMU PRESIDENT 40.00 X X 469395 0 32162 JENNIFER KASTROLL TRUSTEE 2.00 X 0 0 0 JOHN J LUDDEN TRUSTEE 2.00 X 0 0 0 JOHN V TIPPMANN SR TRUSTEE/VICE-CHAIR 2.00 X X 0 0 0 JOSEPH C CANIZARO TRUSTEE EMERITUS 2.00 X 0 0 0 KEVIN C RHOADES TRUSTEE 2.00 X 0 0 0 LEIGH-ANNE KAZMA TRUSTEE 2.00 X 0 0 0 LOUIS ARGENTA DR TRUSTEE 2.00 X 0 0 0 MARY L DEMETREE TRUSTEE 2.00 X 0 0 0 MICHAEL SCHWARTZ TRUSTEE 2.00 X 0 0 0 MICHAEL TO TIMMIS TRUSTEE/CHAIRMAN 10.00 X X 0 0 0 PATRICIA FLATLEY TRUSTEE 2.00 X 0 0 0 PATRICK T RAINEY TRUSTEE 2.00 X 0 0 0 PAUL R RONEY TRUSTEE 2.00 X 0 0 0 SEAN PATRICK CARDINAL O'MALLEY TRUSTEE 2.00 X 0 0 0 THOMAS P PRINCE TRUSTEE 2.00 X 0 0 0 THOMAS S MONAGHAN TRUSTEE/CHANCELLOR 5.00 X X 0 0 0 WALTER KNYSZ JR DDS TRUSTEE 2.00 X 0 0 0 ANTHONY D'AGOSTINO TRUSTEE 2.00 X 0 0 0 CHRISTOPHER G FAHEY TRUSTEE 2.00 X 0 0 0 BRENT JOHNSON VP ENROLLMENT 40.00 X 188736 0 0 RATCHAPOL DEJTHAI VP IT/CIO 40.00 X 180928 0 0 ROGER NUTT VP ACADEMIC AFFAIRS 40.00 X 202610 0 0 BRIAN P COUCH VP INST ADVANCEMENT 40.00 X 188480 0 0 DENNIS JOHN GRACE SPECIAL ASST TO PRESIDENT 40.00 X 155882 0 0 PATRICK J O'CONNELL PRINCIPAL GIFT OFFICER 40.00 X 162710 0 0 GABRIEL X MARTINEZ BUSINESS INST. ASSOC. PROF 40.00 X 154543 0 0 MICHAEL A DAUPHINAIS ASSOC. THEOLOGY PROFESSOR 40.00 X 132952 0 0 SEANA C SUGRUE POLITICAL SCIENCE PROFESSO 40.00 X 122179 0 0 KEVIN J WILEY SENIOR DIR. MAJOR GIFTS 40.00 X 139295 0 0 KIMBERLY M KING VP STUDENT AFFAIRS 40.00 X 118664 0 0 2357790 0 32162 27 0 1 0 REPUBLIC ENERGY SERVICES OF NEVADA 3985 N PECOS RD LAS VEGAS NV 89115 ENERGY CONSERVATION CONSULTANTS 105279 4 511957 139627 11310207 2698098 11961791 TUITION AND FEES 611710 22699805 22699805 FACULTY AND STUDENT HOUSING 531110 10150100 10150100 MISCELLANEOUS PROGRAM REVENUE 611710 912846 912846 EVENTS & TRAINING 611710 550154 550154 AMU PRESS CO-PRODUCTION 511110 274 274 34313179 456427 456427 29139 29139 87917 0 87917 87917 87917 76745856 70050342 4111 6695514 -4111 6691403 6691403 91159 511957 147123 -55964 -55964 249447 185576 63871 63871 CHANGE IN SPLIT INT AGREEMENT 611710 79297 79297 79297 53627060 34313179 0 7352090 14751908 14751908 1735000 1255890 369836 109274 12251098 9605566 1814756 830776 257714 205759 32060 19895 1626941 12652 1614289 953539 767355 124994 61190 31319 427 30892 449942 38730 399869 11343 65948 23114 13384 29450 355505 274651 80821 33 75605 72715 2890 1042741 830815 148524 63402 616769 452917 116767 47085 12076 12076 3967301 2997139 760768 209394 811981 708653 58396 44932 423064 228008 28483 166573 3461873 2579499 689330 193044 4794509 3572468 954686 267355 656986 521413 105913 29660 MEALS 3148788 3092696 49957 6135 STUDENT ACTIVITIES 541473 541473 LIBRARY AND ACADEMIC SU 519581 387815 125416 6350 DUES & SUBSCRIPTIONS 293637 204126 63161 26350 999814 687038 300071 12705 53845112 43824903 7882373 2137836 7372670 34415370 3623734 2594603 1128445 1672302 1402264 1219817 171501 93380 422480 444814 238894837 50612887 189105550 188281950 37775565 3385677 3037784 3012536 244039993 235120449 4313500 2433457 58935000 57740000 692882 574451 1200830 1156382 65142212 61904290 X 155988920 154125602 22908861 19090557 178897781 173216159 244039993 235120449 -218052 -5463570 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 5718670 172466 401817 198533 6094420 5231058 126500 511623 150511 5718670 4634086 277709 468499 149236 5231058 2871410 1779191 20430 36945 4634086 2509009 296125 120686 54410 2871410 0.78750 0.21250 0 0 10072143 10072143 201955714 34750069 167205645 240421 240421 0 13115992 8064686 5051306 13510567 7557711 5952856 188281950 GIFT ANNUITIES PAYABLE 1156382 1156382 33332198 -5463570 1391136 -4072434 37404632 16222428 16222428 53627060 39899883 332699 332699 39567184 14277928 14277928 53845112 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO USE ANNUAL INVESTMENT INCOME TO SUPPORT SCHOLARSHIPS AND PROGRAMS ACCORDING TO THE FUND'S DESIGNATED PURPOSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD FUNDRAISING EVENTS EXPENSES RELATED PARTY REVENUE FROM CONSOLIDATED FINANCIALS PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES RELATED PARTY CONTRIBUTION PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES COST OF GOODS SOLD PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES PART III, LINE 4: THE UNIVERSITY HAS ASSEMBLED A COLLECTION OF RARE AND HISTORICAL RELIGIOUS AND PHILOSOPHICAL BOOKS AND MANUSCRIPTS WHICH ARE USED FOR SCHOLARLY RESEARCH BY BOTH UNDERGRADUATE AND GRADUATE STUDENTS. THESE COLLECTIONS ARE ALSO MADE AVAILABLE TO VISITING SCHOLARS AND RESEARCHERS. IN ADDITION TO ITS BOOKS AND MANUSCRIPT COLLECTION, THE UNIVERSITY ALSO OWNS A SMALL COLLECTION OF RELIGIOUS ART AND ARTIFACTS THAT ARE ON PUBLIC DISPLAY AND ARE USED TO FURTHER ITS MISSION AS A UNIVERSITY IN THE CATHOLIC TRADITION, BRINGING SOCIAL AND SPIRITUAL BENEFITS TO ITS STUDENTS AND STAFF. PART V ENDOWMENT CALCULATIONS HAVE BEEN UPDATED TO FOLLOW THE ACCOUNTING STANDARDS UPDATE (ASU) 2016-14 AS ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB). 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THESE POLICIES ARE PUBLISHED IN CATALOGS DESCRIBING THE INSTITUTIONS COURSE OFFERINGS AND EMPLOYMENT ADVERTISEMENTS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED GRANTS FROM THE U.S. DEPARTMENT OF EDUCATION AND THE STATE OF FLORIDA DEPARTMENT OF HEALTH. SCHOLARSHIP DINNER 469525 422005 47520 138580 SE MICHIGAN SCHOLARSHIP DINNER 73315 63145 10170 7 60276 26807 33469 8543 603116 511957 91159 147123 147123 -55964 1 GENERAL SCHOLARSHIP GRANTS ARE AWARDED TO QUALIFIED STUDENTS ATTENDING AVE MARIA UNIVERSITY. 1123 14751908 FMV AS SEMESTER CLASSES BEGIN SCHEDULE I, PART I, LINE 2 THE OFFICE OF FINANCIAL AID DETERMINES A STUDENT'S ELIGIBILITY BASED ON THE FAMILY'S FINANCIAL STRENGTH, WHICH INCLUDES CONSIDERATION OF FAMILY INCOME AND ASSETS, NUMBER OF CHILDREN IN COLLEGE AND, IF APPROPRIATE, SPECIAL CIRCUMSTANCES. FINANCIAL AID WILL BE REVOKED WITHOUT ADEQUATE PROGRESS. X 0 0 X X X X 0 0 0 0 0 0 0 0 0 H JAMES TOWEY TRUSTEE/AMU PRESIDENT 442730 0 0 0 26665 0 0 0 32162 0 501557 0 0 0 BRENT JOHNSON VP ENROLLMENT 164713 0 0 0 24023 0 0 0 0 0 188736 0 0 0 RATCHAPOL DEJTHAI VP IT/CIO 157496 0 0 0 23432 0 0 0 0 0 180928 0 0 0 ROGER NUTT VP ACADEMIC AFFAIRS 184906 0 0 0 17704 0 0 0 0 0 202610 0 0 0 BRIAN P COUCH VP INST ADVANCEMENT 169960 0 0 0 18520 0 0 0 0 0 188480 0 0 0 DENNIS JOHN GRACE SPECIAL ASST TO PRESIDENT 136765 0 0 0 19117 0 0 0 0 0 155882 0 0 0 PATRICK J O'CONNELL PRINCIPAL GIFT OFFICER 156466 0 0 0 6244 0 0 0 0 0 162710 0 0 0 GABRIEL X MARTINEZ BUSINESS INST. ASSOC. PROF 137624 0 0 0 16919 0 0 0 0 0 154543 0 0 0 PART I, LINE 1A THE UNIVERSITY PRESIDENT IS PROVIDED A RESIDENCE NEAR CAMPUS AS AN ORDINARY AND NECESSARY EXPENSE TO BE ACCESSIBLE AND AVAILABLE TO FACULTY, ADMINISTRATION, AND STUDENTS. A COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAL0 2013-07-11 8105000 REFUND OF PRIOR BOND ISSUE 0 0 0 B COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAE6 2013-07-11 8215000 REFUND OF PRIOR BOND ISSUE 0 0 0 C COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAM8 2013-07-11 5230000 REFUND OF PRIOR BOND ISSUE 0 0 0 D COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAF3 2013-07-11 5500000 REFUND OF PRIOR BOND ISSUE 0 0 0 A 2775000 1 0 1 1 B 1 0 1 1 C 1 0 1 1 D 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 C 1 0 0 0 0 0 D 1 0 0 0 0 0 A 0 B 0 C 0 D 0 A COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAG1 2013-07-11 14290000 REFUND OF PRIOR BOND ISSUE 0 0 0 B COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAN6 2013-07-11 19175000 REFUND OF PRIOR BOND ISSUE 0 0 0 A 1 0 1 1 B 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 A 0 B 0 AVE MARIA DEVELOPMENT THOMAS S. MONAGHAN IS AN OFFICER AND TRUSTEE OF AMU AND A 50% OWNER OF AMD 159721 AMU MAKES PAYMENTS TO AMD FOR RENTED SPACE FOR THE CAMPUS STORE, MOTHER TERESA EXHIBIT HALL, AND ENROLLMENT CENTER. 0 X 1 200000 FMV AT TIME OF GIFT X 24810 FMV AT TIME OF GIFT X 10 2473288 FMV AT TIME OF GIFT 0 1 0 FORM 990, PART III, LINE 1 (MISSION STATEMENT CONTINUED) AS AN INSTITUTION COMMITTED TO CATHOLIC PRINCIPLES, THE UNIVERSITY RECOGNIZES THE IMPORTANCE OF CREATING AND MAINTAINING AN ENVIRONMENT IN WHICH FAITH INFORMS THE LIFE OF THE COMMUNITY AND TAKES EXPRESSION IN ALL ITS PROGRAMS. THE UNIVERSITY RECOGNIZES THE CENTRAL AND INDISPENSABLE ROLE OF THE ORDINARY OF THE DIOCESE OF VENICE IN PROMOTING AND ASSISTING IN THE PRESERVATION AND STRENGTHENING OF THE UNIVERSITY'S CATHOLIC IDENTITY. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD BYLAWS ALLOW THE BOARD TO CONFER "TRUSTEE EMERITUS" STATUS ON ANY BOARD MEMBER WHO HAS SERVED FOR 8 YEARS AND HAS REACHED THE AGE OF 65. THEY ARE ALLOWED TO ATTEND MEETINGS AND PARTICIPATE IN DISCUSSIONS BUT NOT VOTE. FORM 990, PART VI, SECTION A, LINE 8B SOME, BUT NOT ALL COMMITTEES OF THE BOARD TAKE AND RETAIN MINUTES. HOWEVER, NOTES ARE TAKEN FOR THE PLENARY MEETINGS OF THE BOARD AND ALL MOTIONS AND PASSED RESOLUTIONS ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE CFO OF THE UNIVERSITY REVIEWS THE FORM 990 PRIOR TO SIGNING. THE RETURN IS ALSO MADE AVAILABLE TO ANY BOARD MEMBER, IF THEY REQUEST IT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE DIRECTED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED WHERE THE RESPONSIBLE PERSON BELIEVES THERE COULD BE AN ACTUAL OR APPARENT CONFLICT OF INTEREST. RESPONSIBLE PERSON SHALL SUPPLEMENT THE STATEMENT WHENEVER NECESSARY TO KEEP THE ORGANIZATION INFORMED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES REVIEWED AND APPROVED THE COMPENSATION AND DECISION MAKING PROCESS WHEN DETERMINING THE COMPENSATION FOR ITS PRESIDENT. THE SALARY WAS COMPARED TO OTHER PRESIDENTS OF PEER UNIVERSITIES USING THE CHRONICLE FOR HIGHER EDUCATION DATABASE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRED TO BE AVAILABLE TO THE PUBLIC MAY BE REVIEWED DURING NORMAL WORKING HOURS AT THE AVE MARIA UNIVERSITY ADMINISTRATIVE OFFICE IN AVE MARIA FLORIDA BY APPOINTMENT. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AVE MARIA COLLEGE 5050 AVE MARIA BLVD AVE MARIA FL 34142 383415373 AVE MARIA COLLEGE CEASED OPERATIONS 6/30/07 AND MOVED TO AVE MARIA, FL MI 501(C)(3) SEC 170(B)(1)(A) AMU OWNS 100 OF AMC STOCK 0 AVE MARIA UNIVERSITY LAND TRUST 5050 AVE MARIA BLVD AVE MARIA FL 34142 200154974 SUPPORTING ORGANIZATION TO AVE MARIA UNIVERSITY FL 501(C)(3) 509(A)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 AVE MARIA UNIVERSITY LAND TRUST INC S 1944500 FMV