2019-11-04T11:30:11-07:00 2019-06-30 990 2018-07-01 350886846 University of Saint Francis of Fort Wayne Indiana Inc UNIV 2603997700 2701 Spring Street Fort Wayne IN 468083939 Richard Bienz Assistant Treasurer 2603997700 2019-11-04 199.8.81.123 2018 2020-03-31 21:24:44Z University of Saint Francis Sister M Elise Kriss 2701 Spring Street Fort Wayne IN 468083939 94612384 0 0928 X www.sf.edu X 1940 IN Rooted in the Catholic and Franciscan traditions of Faith and Reason, the University of Saint Francis engages a diverse community in learning, leadership, and service. 28 27 998 10 0 23129 5657708 4946640 58146184 61135515 1270262 3455804 29766 76012 65103920 69613971 19056123 20079379 0 0 28018338 28634988 72200 73989 847684 17894876 18908958 65041537 67697314 62383 1916657 109823099 122103658 11950399 23307219 97872700 98796439 Rooted in the Catholic and Franciscan traditions of Faith and Reason, the University of Saint Francis engages a diverse community in learning, leadership, and service. 0 0 57990879 20079379 56445241 Educational Delivery: Expenses for education and instruction. Located in Fort Wayne, Indiana, the University of Saint Francis is a private, Catholic university enrolling approximately 2,300 students in majors such as liberal arts, creative arts, business, and health sciences. 2931929 0 4459262 Student Services Programs: Athletics and Auxiliary Enterprises - Expenses for Athletics, Food Services, Bookstore, and Residence Halls. 3751122 0 0 Educational Delivery: Depreciation on Buildings and Equipment: The University of Saint Francis campus sets on 100 plus acres of ground with 40 buildings containing approximately 734,000 square feet of space. 0 0 0 64673930 1 1 0 1 0 0 1 1 0 1 1 1 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 0 1 3369 0 1 998 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 28 27 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X Richard A Bienz 2603998004 2701 Spring Street Fort Wayne IN 46808 Ian Boyce Board Member 5 0 X 0 0 0 Kathryn Callen Board Member 5 0 X 0 0 0 Steve Corona Board Member 5 0 X 0 0 0 Thomas Creevey Board Member 5 0 X 0 0 0 Raymond Dusman Board Member 5 0 X 0 0 0 Richard Fox Board Member/Vice Chairman 5 0 X X 0 0 0 Father Joseph Guaghan Board Member 5 0 X 0 0 0 Jane Gerardot Board Member 5 0 X 0 0 0 Jeffrey Graves Board Member 5 0 X 0 0 0 Sister M Jennifer Henry Board Member 5 0 X 0 0 0 Daniel Klein Board Member 5 0 X 0 0 0 Sister M Elise Kriss President 40 0 X X 0 0 0 Joseph LaRosa Board Member 5 0 X 0 0 0 David Lupke Board Member 5 0 X 0 0 0 Michael Mastrangelo Board Member 5 0 X 0 0 0 Sister M Angela Mellady Board Member 5 0 X 0 0 0 Jeanne Mirro Board Member 5 0 X 0 0 0 Sister Margaret Mary Mitchel Board Member 5 0 X 0 0 0 Debra Niezer Board Member/Secretary 5 0 X X 0 0 0 William Niezer Board Member/Chairman 5 0 X X 0 0 0 Thomas Obergfell Board Member 5 0 X 0 0 0 Patrick Pasterick Board Member 5 0 X 0 0 0 Richard Poinsatte Board Member 5 0 X 0 0 0 Sister M Clare Reuille Board Member 5 0 X 0 0 0 Sister M Gemma Salyer Board Member 5 0 X 0 0 0 Charles Schrimper Board Member/Treasurer 5 0 X X 0 0 0 Sister M Lenore Schwartz Board Member 5 0 X 0 0 0 Sister M Dorothy Speckhals Board Member 5 0 X 0 0 0 Ronald Turpin Board Member 5 0 X 0 0 0 James Vann Board Member 5 0 X 0 0 0 Matthew Smith Vice President for Institutional Advancement 40 0 X 125241 0 21564 Lance Richey Vice President for Academic Affairs 40 0 X 125174 0 25313 Richard Bienz Vice President for Finance and Operations 40 0 X 116877 0 16965 Teresa Sordelet Vice President for Administration 40 0 X 101877 0 18993 Daniel Soller Vice President for Student Affairs 40 0 X 64747 0 3512 Lisa Osborne Nurse Anestheshia Program Director 40 0 X 162483 0 16246 Lorene Arnold Director of Strategic Initiatives 40 0 X 123650 0 12340 Christopher Carlin Physician Assistant Program Director 40 0 X 121612 0 17247 Robert Lee Dean of Keith Busse School of Entrepreneurial Leadership 40 0 X 108666 0 16660 Mindy Yoder Dean of School of Health Sciences 40 0 X 106880 0 23948 Marquessa Fisher Former Nurse Anesteshia Program Director 40 0 X 168220 0 16508 1325427 0 189296 11 1 1 0 Tonn and Blank Construction LLC 1623 Greenwood Ave Michigan City IN 46360 General Contractor 17135543 Capital Education LLC 1650 Tysons Blvd McLean VA 22102 Online Learning Service Provider 1099883 Kleenit Group LLC 501 Ley Road Fort Wayne IN 46825 Cleaning Services 1052441 Creative Dining Services Inc 1 Royal Park Drive Zeeland MI 49464 Dining Services 1029895 AVI Foodsystems Inc 2590 Elm Rd NE Warren OH 44483 Dining Services 607707 15 0 0 0 150000 764428 4032212 444478 4946640 Tuition and Fees 611310 56445241 56445241 0 0 Auxiliary Enterprises 611310 4459262 4459262 0 0 Sales & Services 611310 15807 15807 0 0 Miscellaneous 611310 215205 215205 0 0 0 0 0 0 61135515 908976 0 0 908976 0 0 0 0 3798 0 0 3798 155906 44140 102899 24933 53007 19207 72214 0 0 72214 27417409 0 24870581 0 2546828 0 2546828 0 0 2546828 0 0 69613971 61135515 0 3531816 0 0 19860019 19860019 219360 219360 0 0 762340 181173 429038 152129 0 0 0 0 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15624395 9256139 7159826 7856593 97872700 98796439 109823099 122103658 1916657 -992918 0 0 0 0 X 0 1 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 66139 66139 66836031 66902170 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 66963 67024 66203 66139 266329 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 X 1 0.25 1 0 0 1 0 0 0 1 13650 236156 0 0 X 0 34054011 417543 2076506 262071 4991281 135140 31159568 22837259 10315610 1852935 170994 648807 131992 34054011 20818211 626336 2162969 670868 0 99389 22837259 20745950 292387 132182 151650 105128 95530 20818211 20089330 215474 774239 198585 37417 97091 20745950 0.65 0.23 0.12 1 0 0 3329611 3329611 0 96076321 33289142 62787179 0 0 0 0 0 13720028 11193988 2526040 0 12503610 2613681 9889929 78532759 3253927 F 4031170 C 7285097 45438627 0 0 0 -21460623 -21460623 66899250 135140 2579581 2714721 69613971 46229504 0 0 0 0 0 46229504 135140 21332670 21467810 67697314 Schedule D, Part II, Line 9 The University recognized no revenue during the year related to this conservation easement and incurred a minimal amount of expenses that are included as general operating expenditures. Schedule D, Part III, Line 4 University of Saint Francis' art collection is made up of over 5,000 works of art. The majority of the work includes photographs, ceramics, and prints representing local, regional, national, and international artists. Also, included is an antique billiards table. Ninety-five percent of the collection is work form living artists. The purpose of the collection is to support the educational endeavors by students and faculty across campus. The collection more specifically supports the works of the students and faculty in the School of Creative Arts. The collection is displayed in the John Weatherhead Gallery, the Lupke Gallery, the Gold Fish Gallery, and the Ian and Mimi Rolland Gallery, which are all open to the public. Schedule D, Part V, Line 4 The University's endowment consists of approximately 90 individual funds established for a variety of purposes (i.e. scholarships, capital expenditures, and educational programs). The endowment includes donor-restricted and board-designated endowment funds. As required by accounting principles generally accepted in the United States of America (GAAP), net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions. Schedule D, Part XI, Line 2d Student Financial Aid is reported as part of net tuition on the audited financial statements, but is reported as an expense on Form 990. Schedule D, Part XI, Line 4b Contributions from the University's sponsoring organization are recorded as other activities on the financial statements, but are included as revenue on Form 990. Additionally, realized gains are also recorded as other activities on the financial statements, but as revenue on the Form 990. Lastly, rent expenses are included as a reduction of Form 990 revenue, but are included in revenue in the audited financial statements. Schedule D, Part XII, Line 4b Student Financial Aid is reported as part of Net Tuition on the financial statements, but is recorded as an expense on Form 990. Additionally, rental expenses are netted against revenue on Form 990, but are recorded as an expense on the financial statements. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 A statement of non-discrimination is included in most print pieces. "The University of Saint Francis encourages applications from qualified students regardless of age, race, creed, gender, disability, or national origin. The student body at University of Saint Francis consists of students who enter directly out of high school, those who transfer from other colleges and universities, and adults who wish to expand their professional and personal horizons." Schedule E, Part I, Line 6 The Office of Financial Aid at the University of Saint Francis administers financial aid from federal, state, institutional, and private sources according to the federal guidelines provided by the United States Department of Education. The University works with students and families in determining funds to help students meet his/her college expenses. In addition, the University received grants from HRSA, National Science Foundation, National Endowment for the Arts, and the Department of Education (TRiO). Scholarships South America 2 0 53430 Scholarships applied against tuition and fees. Other Scholarships North America (including Canada and Mexico, but not the United States) 8 174880 174880 Scholarships applied against qualified tuition and fees Other 0 0 0 0 0 0 X X X X X X X 0 All States 1 See schedule I, Part IV Statement 1 1606 19860019 Other Scholarships Schedule I, Part I, Line 2 Most University of Saint Francis students receive financial aid. The Office of Financial Aid at the University of Saint Francis administers financial aid from federal, state, and private resources according to the federal guidelines provided by the U.S. Department of Education. The University of Saint Francis bases financial aid awards on the information submitted by the student and family via the FASFA, as well as the student's academic records. X 1 1 X X 0 0 0 0 0 0 0 0 0 Marquessa Fisher Former Nurse Anesteshia Program Director 168220 0 0 0 0 0 0 0 16508 0 184728 0 0 0 Lisa Osborne Nurse Anestheshia Program Director 162483 0 0 0 0 0 0 0 16246 0 178729 0 0 0 Schedule J, Part I, Line 1a Dan Soller was provided with housing in a University owned home during the fiscal year. A City of Fort Wayne Indiana 356001029 2017-12-01 15000000 To retire 8/1/08 bond issuance and fund construction projections occurring on campus 0 0 0 A 0 0 15000000 0 358795 0 72336 0 0 11207664 3720000 0 2019 1 0 1 1 A 0 0 0 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 Karl Richey Son of officer Lance Richey 20800 Tuition Assistance Tuition Discount Dr Raymond E Dusman Trustee 103913 USF Health Clinic Fees & Support 0 X 2 9150 FMV X 40 FMV X 13280 FMV X 12 420568 FMV X 1 40 FMV X Timeshare 1 1400 FMV 0 0 1 1 Schedule M, Part I, Line 32b The University directs the sale of securities received to a 3rd party vendor, who executes the transaction. Form 990, Part VI, Section A, Line 2 William Niezer is the brother-in-law of Debra Niezer. Debra Niezer is sister-in-law to William Niezer Form 990, Part VI, Section A, Line 6 The Corporation shall only have one class of members. The Sisters of the Eastern Province of the Congregation (the "Province") who from time to time constitute the Provincial Leadership of the Province (the Provincial and Council collectively called "Provincial Leadership") shall be Members of the Corporation. Membership in the Corporation shall not be transferable. The Provincial serves as the Chair of the Members. She may designate another Member to act on her behalf as the chair or in any other matter. Form 990, Part VI, Section A, Line 7a The entire Board shall consist of no more than 31 persons, 25 to be elected and six to serve ex-officio with full voice and vote. The members shall elect the 25 Trustees. Three of the elected Trustees shall be members of the Province; the remaining 22 Trustees need not be members of the Province. One of the 25 elected Trustees may be a person serving on the academic or administrative staff of the University if they are a member of the Province. The six ex-officio Trustees shall be persons from time to time holding the following positions, three of whom shall also be Members; (a) The Chair of the Members, or their designee; (b) Treasurer of the Province; (c) President of the Corporation; (d)(e) Two sisters from the Province, appointed by the Members; (f) Diocese of Fort Wayne-South Bend representative, appointed by the Bishop. Form 990, Part VI, Section A, Line 7b The Members of the Corporation shall be entitled to vote (each Member having one vote) on the following matters reserved exclusively to the Members (a) Amendments to the Articles of Incorporation; (b) Voluntary dissolution of the Corporation or such revocation of dissolution; (c) Amendment to the mission or philosophy statements of the Corporation; (d) Any merger or consolidation of the Corporation with or into any other corporations; (e) Alienation of property or encumbrance of debt as defined by Canon Law; (f) Appointment or removal of he President of the Corporation; (g) Appointment or removal of the Chairperson of the Board (h) Election or removal of the Trustees of the Corporation; (i) Election or removal of the Honorary Trustees and Emiritus Trustees; (j) Adoption, amendment, or repeal of the Bylaws of the Corporation. Members may vote in in person. Except as otherwise required by law, members shall have no voting rights other than expressly stated above. Form 990, Part VI, Section B, Line 11b The completed Form 990 is reviewed by two Board Committees (Finance & Investment and Compensation Committee) in advance of the full Board review at the fall meeting. Form 990, Part VI, Section B, Line 12c Annually, Conflict of Interest Declaration Forms are provided to officers, trustees, and key employees for completion. Upon return, the data is reviewed by the Compensation Committee of the Board in conjunction with Form 990 Parts VI and VII. Board Committee liasons and chairpersons monitor committee decisions and discussions for potential conflicts of interest. Parties with a conflict of interest are not included in discussions or permitted to vote on the matter. Form 990, Part VI, Section B, Line 15 Annually, the compensation of the President, officers and key employees is reviewed and deliberated by the Compensation Committee of the Board of Trustees. The data included for this review includes both proposed compensation and benchmarking data for comparison and mapping to the compensation philosophy of University of Saint Francis. Form 990, Part VI, Section C, Line 19 University of Saint Francis makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Sisters of Saint Francis of Perpetual Adoration 1515 Dragoon Trail Mishawaka IN 46546 351328145 The religious community that sponsors the University IN 501(c)(3) 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0