2020-07-13T21:13:34-05:00 2019-06-30 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2018-07-01 430694556 FONTBONNE UNIVERSITY FONT 3148623456 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 JOSEPH W DEIGHTON CHIEF OPERATING OFFICER 3148623456 2020-03-30 1 KIMBERLY A RYAN P00829977 3142903300 204.134.176.34 2020-03-30 12:42:27 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 DA2A61144641BC7479ACD83DF5BDC5B005B79A14 2018 2020-09-23 17:36:50Z JOSEPH W DEIGHTON 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 37244879 0 X WWW.FONTBONNE.EDU X 1923 MO FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING THAT SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY AND TO ASSUME RESPONSIBILITY AS CITIZENS AND LEADERS. 23 23 809 100 0 0 5432248 5016504 29907153 29734373 1740572 598498 531780 588611 37611753 35937986 10583233 11101144 0 0 18392995 16802502 0 0 1261776 9951802 9986498 38928030 37890144 -1316277 -1952158 54765773 59021704 22970680 28902316 31795093 30119388 X FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING DEDICATED TO THE DISCOVERY, UNDERSTANDING, PRESERVATION, AND DISSEMINATION OF TRUTH. FONTBONNE SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY, AND TO ASSUME RESPONSIBILTY AS CITIZENS AND LEADERS. FONTBONNE OFFERS BOTH UNDERGRADUATE AND GRADUATE PROGRAMS IN AN ATMOSPHERE CHARACTERIZED BY INCLUSION, OPEN COMMUNICATION, AND PERSONAL CONCERN. THE UNDERGRADUATE PROGRAMS PROVIDE A SYNTHESIS OF LIBERAL AND PROFESSIONAL EDUCATION. AS A CATHOLIC UNIVERSITY SPONSORED BY THE SISTERS OF ST. JOSEPH OF CARONDELET, FONTBONNE IS ROOTED IN THE JUDEO-CHRISTIAN TRADITION. 0 0 32404028 11101144 30408644 FONTBONNE IS AN ACCREDITED UNIVERSITY THAT OFFERS UNDERGRADUATE, GRADUATE, AND DOCTORAL DEGREE PROGRAMS, WHICH ALSO PROVIDES AUXILIARY SERVICES SUCH AS DORMITORIES, DINING HALL AND A BOOK STORE FOR THE CONVENIENCE OF ITS STUDENTS AND FACULTY. TOTAL BENEFITTED (AVERAGE FTE) = 1,193 32404028 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 75 0 1 809 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X ANN SPALL 3148894586 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 PATRICIA CLUNE CSJ TRUSTEE 1.00 X 0 0 0 ROSEANNE COOK CSJ TRUSTEE 1.00 X 0 0 0 THOMAS S ETLING TRUSTEE 1.00 X 0 0 0 DOTTI FISCHER TRUSTEE 1.00 X 0 0 0 KAREN S GEDERA TRUSTEE 1.00 X 0 0 0 DENNIS GIPSON CHAIRMAN 1.00 X 0 0 0 ALLEN J GRIEVE CSJA TRUSTEE 1.00 X 0 0 0 MARIE JOAN HARRIS CSJ TRUSTEE 1.00 X 0 0 0 JOAN A KELLY TRUSTEE 1.00 X 0 0 0 DOUG KOCH TRUSTEE 1.00 X 0 0 0 AMY HEREFORD CSJ TRUSTEE 1.00 X 0 0 0 LISA ANN LAZIO CSJ TRUSTEE 1.00 X 0 0 0 SANDRA G LEHRER TRUSTEE 1.00 X 0 0 0 SHAWN MADIGAN CSJ TRUSTEE 1.00 X 0 0 0 PEGGY MAGUIRE CSJA TRUSTEE 1.00 X 0 0 0 RICHARD J MARK TRUSTEE 1.00 X 0 0 0 MARY ANN NESTEL CSJ TRUSTEE 1.00 X 0 0 0 JULIANNE C NIEMANN TRUSTEE 1.00 X 0 0 0 JOSEPH M NOELKER TRUSTEE 1.00 X 0 0 0 BRIAN ABEL RAGEN TRUSTEE 1.00 X 0 0 0 BUZZ SZTUKOWSKI TRUSTEE 1.00 X 0 0 0 VALERIE E PATTON TRUSTEE 1.00 X 0 0 0 MSGR MICHAEL TUREK TRUSTEE 1.00 X 0 0 0 J MICHAEL PRESSIMONE PRESIDENT 40.00 X 235700 0 49271 LISA VANSICKLE VP FIN. & ADMIN (CFO - RESIGNED 7/16/19) 40.00 X 155721 0 32952 DR CAREY ADAMS VP ACADEMIC AFFAIRS 40.00 X 139025 0 43666 GALE BORKOWSKI RICE DEAN 40.00 X 132814 0 20796 JOSEPH HAVIS VP ENROLLMENT MGMT (RESIGNED 6/30/19) 40.00 X 110327 0 28297 JOSEPH DEIGHTON CHIEF OPERATING OFFICER AND VP STUDENT AFFAIRS 40.00 X 105800 0 36212 CATHERINE M LOHRUM VP ADVANCEMENT 40.00 X 101328 0 38524 980715 0 249718 7 0 1 0 ALADDIN FOOD MANAGEMENT 16567 COLLECTIONS CENTER DR CHICAGO IL 60693 FOOD SERVICE 1121624 DOVETAIL INC 12 MARYLAND PLAZA ST LOUIS MO 63108 ADVERTISING/MARKETING 558128 HUSKEY TRAILWAYS 1 CAVE INDUSTRIAL DR FESTUS MO 63028 BUS TRANSPORTATION 130498 UNIT 4 EDUCATION SOLUTIONS INC 14567 N OUTER 40 RD CHESTERFIELD MO 63017 COMPUTER SOFTWARE MAINT 122651 GREENSFELDER HEMKER & GALE 10 S BROADWAY ST LOUIS MO 63102 LEGAL SERVICES 118465 6 781397 4235107 263887 5016504 TUITION AND FEES 611310 26819327 26819327 AUXILIARY SERVICES 611310 2915046 2915046 29734373 367989 367989 49681 0 49681 49681 49681 1402061 1171552 230509 230509 230509 305004 135341 169663 169663 369267 369267 369267 35937986 30103640 0 817842 11101144 11101144 689201 198578 304323 186300 13032832 10299803 2065565 667464 497921 386200 89166 22555 1636891 1373905 209316 53670 945657 751121 148900 45636 78373 78373 91650 91650 37767 37767 63151 63151 633746 623022 10724 378608 248337 99909 30362 364651 221321 143330 1067307 1065339 1968 178863 161976 2860 14027 52132 51366 450 316 587922 587922 1515265 1423942 91323 371721 70458 301263 OTHER EXPENSES 889453 637291 185511 66651 FOOD SERVICE 889112 882150 6962 GRANT EXPENSES 706460 603123 103337 ATHLETIC PROGRAMS 664588 664588 1415729 1052442 291829 71458 37890144 32404028 4224340 1261776 2136960 2278844 945046 3403894 1092863 1441901 605148 369042 79146258 43534561 34404299 35611697 14669491 15210260 911966 706066 54765773 59021704 1735572 1312803 18854546 25078418 2380562 2511095 22970680 28902316 X 18958859 16175107 3325439 6032828 9510795 7911453 31795093 30119388 54765773 59021704 -1952158 276453 0 X X 0 1 X 1 1 1 X 2001654 1898318 3039617 5432248 5016504 17388341 2001654 1898318 3039617 5432248 5016504 17388341 2278517 15109824 589008 548003 445129 505972 417670 2505782 115938 305950 458879 674271 1555038 21449161 157794817 0.70440 0.79100 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 115,938. 2016 AMOUNT: $ 305,950. 2017 AMOUNT: $ 458,879. 2018 AMOUNT: $ 674,271. SPECIAL EVENTS - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90950 X LIBRARY ARTWORK 0 14084230 268277 874951 770749 14456709 17220596 288170 1245443 4669979 14084230 17609122 163228 2689032 3240787 17220596 19210434 163172 332835 2097319 17609122 22145461 196539 982052 4113618 19210434 0.26760 0.53290 0.19950 0 0 4594452 4594452 19726794 14050388 5676406 15414503 2035780 13378723 14309604 12392288 1917316 25100905 15056105 10044800 35611697 REFUNDABLE GOVERNMENT LOANS 1125104 ASSET RETIREMENT OBLIGATION 225127 CONTRACT LIABILITIES 1160864 2511095 26538236 276453 276453 26261783 9676203 9676203 35937986 28213941 135341 135341 28078600 9811544 9811544 37890144 PART III, LINE 4: FONTBONNE PRESENTS ARTWORK THROUGHOUT THE LIBRARY. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF OVER 100 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, MOSTLY TO PROVIDE SCHOLARSHIPS FOR STUDENTS AND TO SUPPORT A VARIETY OF ACADEMIC PROGRAMS OFFERED BY THE UNIVERSITY. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS (INCLUDING THE LONG-TERM RESERVES). PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS 9,811,544. FUNDRAISING EXPENSES NETTED AGAINST REVENUES ON 990 -135,341. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUES ON THE 990 135,341. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS 9,811,544. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 STATEMENT IS INCLUDED IN ALL ADVERTISEMENTS, INCLUDING UNIVERSITY CATALOG. NEPAL 0 5 RECRUITMENT OF QUALIFIED PROSPECTIVE STUDENTS AND ADVERTISING RECRUITMENT/ADVERTISING 2669 INDIA 0 5 RECRUITMENT OF QUALIFIED PROSPECTIVE STUDENTS AND ADVERTISING RECRUITMENT/ADVERTISING 2395 VIETNAM 0 5 RECRUITMENT OF QUALIFIED PROSPECTIVE STUDENTS AND ADVERTISING RECRUITMENT/ADVERTISING 5460 0 15 0 0 0 15 10524 0 10524 0 0 0 0 0 0 ANNUAL GALA 305004 305004 135341 305004 305004 135341 135341 169663 1 SCHOLARSHIPS TO STUDENTS 1299 10846329 COST TUITION AND OTHER COSTS OF ATTENDANCE PART I, LINE 2: THE GRANTS MADE BY THE UNIVERSITY PRIMARILY CONSIST OF STUDENT FINANCIAL AID FOR SCHOLARSHIPS. SCHOLARSHIPS ARE AWARDED AND MONITORED BY THE UNIVERSITY'S FINANCIAL AID DEPARTMENT TO ELIGIBLE STUDENTS BASED UPON A NUMBER OF DIFFERENT CRITERIA, INCLUDING MERIT, ACADEMIC ACHIEVEMENT, AND FINANCIAL NEED. 1,299 STUDENTS RECEIVED FINANCIAL AID DURING THE CURRENT FISCAL YEAR FROM A COMBINATION OF ALL SOURCES (FEDERAL, STATE AND INSTITUTIONAL). OF THE 1,299 STUDENTS RECEIVING FINANCIAL AID, 1,299 RECEIVED FUNDING FROM INSTITUTIONAL SOURCES. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 J MICHAEL PRESSIMONE PRESIDENT 235700 0 0 0 0 0 17388 0 31883 0 284971 0 0 0 LISA VANSICKLE VP FIN. & ADMIN (CFO - RESIGNED 7/16 155721 0 0 0 0 0 24500 0 8452 0 188673 0 0 0 DR CAREY ADAMS VP ACADEMIC AFFAIRS 139025 0 0 0 0 0 10710 0 32956 0 182691 0 0 0 GALE BORKOWSKI RICE DEAN 132814 0 0 0 0 0 11414 0 9382 0 153610 0 0 0 X 15 263887 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. SUBSEQUENT TO THE APPROVAL OF THE FORM BY THE AUDIT COMMITTEE, THE FORM IS PROVIDED TO THE BOARD OF TRUSTEES ELECTRONICALLY AND THEN FILED WITH THE IRS BY MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY REQUIRES EACH TRUSTEE OF THE BOARD TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE PROCESS IS MONITORED BY THE PRESIDENT'S OFFICE. CONFLICTS OF INTEREST ARE SUMMARIZED BY THE PRESIDENT'S OFFICE AND, WHEN APPLICABLE, KEY EMPLOYEES AND/OR BOARD TRUSTEES ARE EXCUSED FROM MEETINGS AND VOTES WHEN A TOPIC RELATED TO THE CONFLICT IS BEING DISCUSSED OR VOTED ON BY THE UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 15 SALARY ADJUSTMENTS ARE TYPICALLY MADE EFFECTIVE JULY 1 WITH THE START OF EACH NEW FISCAL YEAR. PRIOR TO THAT DATE, THE PRESIDENT ASKS THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION TO COMPILE A SCHEDULE THAT SHOWS CURRENT SALARIES FOR EACH OF THE SEVEN EXECUTIVE POSITIONS AT THE UNIVERSITY WITH COMPARISON SALARIES FOR OTHER INSTITUTIONS. THE COMPARISON SALARIES ARE DRAWN FROM DATA COMPILED BY CUPA, THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION. OCCASIONALLY, AN ANNUAL SURVEY OF EXECUTIVE COMPENSATION AND BENEFITS IN HIGHER EDUCATION THAT IS CONDUCTED BY YAFFE & CO. IS ALSO USED FOR SALARY BENCHMARKING. SIX CATEGORIES OF INSTITUTIONS ARE USED IN ORDER TO REFLECT A COMPREHENSIVE COMPARISON ACROSS SEVERAL MEASURES OF INSTITUTIONAL TYPE: ALL INSTITUTIONS WITH A BUDGET FROM $30.9 M - $64.9 M, PRIVATE INSTITUTIONS WITH BUDGETS BETWEEN $25.8 M AND $46.5 M, PRIVATE, RELIGIOUS INSTITUTIONS WITH BUDGETS BETWEEN $24.8 M AND $41.5 M, PRIVATE, RELIGIOUS INSTITUTIONS WITH ENROLLMENT BETWEEN 1,939 AND 2,990, ALL INSTITUTIONS WITH ENROLLMENT BETWEEN 1,555 AND 3,031, MASTER'S INSTITUTIONS WITH BUDGETS < $45.6 M. USING THE PERCENTAGE ADJUSTMENT APPROVED FOR OVERALL INSTITUTIONAL SALARY ADJUSTMENTS IN THE COMING YEAR AS AN UPPER LIMIT, THE SCHEDULE ALSO SHOWS VARIOUS RATES OF POSSIBLE ADJUSTMENTS FOR EACH EXECUTIVE POSITION. THE PRESIDENT MEETS WITH THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND THE EXECUTIVE VICE PRESIDENT TO NOTIFY THEM OF CHANGES IN EXECUTIVE COMPENSATION. THE VICE PRESIDENT PREPARES A SEPARATE SCHEDULE WITH COMPARISONS FOR THE PRESIDENT'S SALARY AND SUBMITS THIS TO THE CHAIRMAN OF THE BOARD OF TRUSTEES. IN CONSULTATION WITH THE EXECUTIVE COMMITTEE OF THE BOARD, THE CHAIRMAN DETERMINES THE SALARY OF THE PRESIDENT AND NOTIFIES THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST ADDRESSED TO THE UNIVERSITY INSTITUTIONAL ADVANCEMENT OFFICE. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.