2019-05-14T10:57:44-05:00 2018-06-30 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2017-07-01 430694556 FONTBONNE UNIVERSITY FONT 3148623456 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 J MICHAEL PRESSIMONE PRESIDENT 3148623456 2019-05-09 1 KIMBERLY A RYAN P00829977 3142903300 204.134.176.34 2019-05-09 16:35:47 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 DA2A61144641BC7479ACD83DF5BDC5B005B79A14 2017 2019-02-21 02:37:17Z J MICHAEL PRESSIMONE 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 41326355 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. 25 25 795 100 0 0 3323597 5432248 31555416 29907153 2147285 1740572 358456 531780 37384754 37611753 9712603 10583233 0 0 19479415 18392995 0 0 1655778 9989130 9951802 39181148 38928030 -1796394 -1316277 49064362 54765773 16265754 22970680 32798608 31795093 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 32607803 10583233 30366032 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 32607803 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 88 0 1 795 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X LISA VANSICKLE 3147198017 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 KATE BECKER TRUSTEE 1.00 X 0 0 0 JEAN DEBLOIS CSJ TRUSTEE 1.00 X 0 0 0 KAREN S GEDERA TRUSTEE 1.00 X 0 0 0 NANCY GEORGEN TRUSTEE 1.00 X 0 0 0 DENNIS GIPSON CHAIRMAN 1.00 X 0 0 0 CRAIG L GLOVER TRUSTEE 1.00 X 0 0 0 ALLEN J GRIEVE CSJA TRUSTEE 1.00 X 0 0 0 KATHERINE HANLEY CSJ TRUSTEE 1.00 X 0 0 0 MARIE JOAN HARRIS CSJ TRUSTEE 1.00 X 0 0 0 BARBARA JENNINGS 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 MARY MARGARET LAZIO CSJ TRUSTEE 1.00 X 0 0 0 ELIZABETH LEIWE 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 ANN PACE CSJ TRUSTEE 1.00 X 0 0 0 BRIAN ABEL RAGEN TRUSTEE 1.00 X 0 0 0 CAROL SPEHR 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 227514 0 44903 LISA VANSICKLE VP FIN. & ADMIN (CFO) 40.00 X 77020 0 3691 DR CAREY ADAMS SECRETARY / VP ACADEMIC AFFAIRS 40.00 X 139926 0 40070 GALE BORKOWSKI RICE FACULTY 40.00 X 128105 0 18116 JOSEPH HAVIS VP ENROLLMENT MGMT. 40.00 X 111651 0 25858 JOSEPH DEIGHTON VP STUDENT AFFAIRS 40.00 X 107044 0 32404 791260 0 165042 5 0 1 0 ALADDIN FOOD MANAGEMENT 2400 ANSYS DRIVE SUITE 404 CANONSBURG PA 15317 FOOD SERVICE 937147 CONCORDIA SEMINARY 801 SEMINARY PLACE SAINT LOUIS MO 63105 PROVIDES STUDENT HOUSING 189458 AOS LLC 403 AXMINSTER DRIVE FENTON MO 63026 INFORMATION TECHNOLOGY 141565 ADVERTISING SAVANTS INC 2100 LOCUST STREET 3RD FLOOR NORTH SAINT LOUIS MO 63103 ADVERTISING 130346 KAI DESIGN & BUILD 2060 CRAIGSHIRE ROAD SAINT LOUIS MO 63146 CONSTRUCTION 129102 6 994162 4438086 2750387 5432248 TUITION AND FEES 611310 27256553 27256553 AUXILIARY SERVICES 611310 2650600 2650600 29907153 390231 390231 72901 0 72901 72901 72901 5064943 3714602 1350341 1350341 1350341 458879 458879 458879 37611753 30366032 0 1813473 X 10583233 10583233 648424 193070 269054 186300 14163151 11176286 2211636 775229 612779 526825 43407 42547 1917034 1376848 457087 83099 1051607 806928 184908 59771 89649 89649 77265 77265 42840 42840 373147 364911 8236 429738 342295 83432 4011 376726 202438 174288 1049787 1032051 17736 378402 351025 3355 24022 91188 83716 168 7304 504801 504801 1655577 1554481 101096 427939 133799 294140 FOOD SERVICE 854161 851661 2500 OTHER EXPENSES 796277 480028 11029 305220 EQUIPMENT RENTAL & MAIN 511549 114897 392665 3987 BAD DEBTS 459861 459861 1832895 1468649 199958 164288 38928030 32607803 4664449 1655778 1892597 2136960 984992 945046 1460560 1092863 682143 605148 76423596 42019297 24381753 34404299 17598321 14669491 1063996 911966 1000000 0 49064362 54765773 1226165 1735572 2775216 0 9125532 0 1700000 18854546 1438841 2380562 16265754 22970680 X 21002454 18958859 2467328 3325439 9328826 9510795 32798608 31795093 49064362 54765773 X -1316277 -495129 807891 X X 0 1 X 1 1 1 X 2256382 2001654 1898318 3039617 5432248 14628219 2256382 2001654 1898318 3039617 5432248 14628219 14628219 825134 589008 548003 445129 505972 2913246 70800 115938 305950 458879 951567 18493032 163290345 0.79100 0.62740 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. SPECIAL EVENTS - 2013 AMOUNT: $ 70,800. 90950 X LIBRARY ARTWORK 0 17220596 288170 1245443 4669979 14084230 17609122 163228 2689032 3240787 17220596 19210434 163172 332835 2097319 17609122 22145461 196539 982052 4113618 19210434 20107980 368218 2681745 1012482 22145461 0.16560 0.66990 0.16450 0 0 4594452 4594452 19726794 13802671 5924123 12838694 1986735 10851959 14190270 12018038 2172232 25073386 14211853 10861533 34404299 REFUNDABLE GOVERNMENT LOANS 1125104 ASSET RETIREMENT OBLIGATION 24659 CONTRACT LIABILITIES 1230799 2380562 28083514 -495129 -495129 28578643 9033110 9033110 37611753 29894920 0 29894920 9033110 9033110 38928030 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 9,033,110. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS 9,033,110. 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. CHINA 5 RECRUITMENT OF QUALIFIED PROSPECTIVE STUDENTS AND ADVERTISING RECRUITMENT/ADVERTISING 4066 INDIA 5 RECRUITMENT OF QUALIFIED PROSPECTIVE STUDENTS AND ADVERTISING RECRUITMENT/ADVERTISING 4937 VIETNAM 5 RECRUITMENT OF QUALIFIED PROSPECTIVE STUDENTS AND ADVERTISING RECRUITMENT/ADVERTISING 2510 0 15 0 0 0 15 11513 0 11513 0 0 0 0 0 0 1 SCHOLARSHIPS TO STUDENTS 1372 10368447 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. 1,372 STUDENTS RECEIVED FINANCIAL AID DURING THE CURRENT FISCAL YEAR FROM A COMBINATION OF ALL SOURCES (FEDERAL, STATE AND INSTITUTIONAL). OF THE 1,372 STUDENTS RECEIVING FINANCIAL AID, 1,372 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 227514 0 0 0 0 0 16744 0 28159 0 272417 0 0 0 DR CAREY ADAMS SECRETARY / VP ACADEMIC AFFAIRS 139926 0 0 0 0 0 10710 0 29360 0 179996 0 0 0 X 10 75387 FAIR MARKET VALUE X 1 2675000 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. FORM 990, PART IX, LINE 24E ATHLETIC PROGRAMS: PROGRAM SERVICE EXPENSES 414,944. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 414,944. CONSULTING: PROGRAM SERVICE EXPENSES 99,341. MANAGEMENT AND GENERAL EXPENSES 16,207. FUNDRAISING EXPENSES 91,160. TOTAL EXPENSES 206,708. RECRUITMENT: PROGRAM SERVICE EXPENSES 200,278. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200,278. MEMBERSHIPS: PROGRAM SERVICE EXPENSES 87,615. MANAGEMENT AND GENERAL EXPENSES 63,600. FUNDRAISING EXPENSES 34,459. TOTAL EXPENSES 185,674. STUDENT ACTIVITIES: PROGRAM SERVICE EXPENSES 159,393. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159,393. GRANT EXPENSES: PROGRAM SERVICE EXPENSES 139,690. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 139,690. PRINTING: PROGRAM SERVICE EXPENSES 113,404. MANAGEMENT AND GENERAL EXPENSES 5,972. FUNDRAISING EXPENSES 17,043. TOTAL EXPENSES 136,419. POSTAGE: PROGRAM SERVICE EXPENSES 30,038. MANAGEMENT AND GENERAL EXPENSES 26,572. FUNDRAISING EXPENSES 21,626. TOTAL EXPENSES 78,236. CAMP EXPENSES: PROGRAM SERVICE EXPENSES 75,773. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,773. CLASSROOM EXPENSES: PROGRAM SERVICE EXPENSES 71,494. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,494. PROFESSIONAL SERVICES - PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 65,466. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,466. RESIDENTIAL LIFE: PROGRAM SERVICE EXPENSES 60,291. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,291. TELEPHONE: PROGRAM SERVICE EXPENSES 16,388. MANAGEMENT AND GENERAL EXPENSES 22,141. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,529. FORM 990, PART XI, LINE 9: CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING PRINCIPLE 807,891. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.