MARIAN UNIVERSITY: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MARIAN UNIVERSITY (EIN 35-0868175)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-08
IRS object ID
201921289349301062
Schema version
2017v2.3
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)
Return2019-05-08T11:13:22-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICOLE B FISHBACKPreparerPersonNm
PTINP01279475PTIN
Phone3173834000PhoneNum
Preparation2019-05-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.126.162IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id43033020191285000035FederalOriginalSubmissionId
Federal Original Submission Id2019-05-08FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC44189E46EF31EF1FDA18BE45E517D77AFDBAB28AtSubmissionCreationDeviceId
At Submission Filing Device IdC44189E46EF31EF1FDA18BE45E517D77AFDBAB28AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$158,677,838GrossReceiptsAmt
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 COLLEGE PROVIDING HIGHER EDUCATION FOR STUDENTS WITH DIVERSE ABILITIES, AND VARIOUS RELIGIOUS, CULTURAL, ETHNIC AND SOCIO-ECONOMIC BACKGROUNDS.ActivityOrMissionDesc
Voting Members Governing Body49VotingMembersGoverningBodyCnt
Voting Members Independent47VotingMembersIndependentCnt
Total Employee1426TotalEmployeeCnt
Total Volunteers400TotalVolunteersCnt
Total Gross UBI$197,874TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$150,590NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$17,966,084PYContributionsGrantsAmt
CY Contributions Grants$14,990,841CYContributionsGrantsAmt
PY Program Service Revenue$99,573,589PYProgramServiceRevenueAmt
CY Program Service Revenue$115,375,262CYProgramServiceRevenueAmt
PY Investment Income$3,112,775PYInvestmentIncomeAmt
CY Investment Income$2,939,710CYInvestmentIncomeAmt
PY Other Revenue-$601,357PYOtherRevenueAmt
CY Other Revenue-$668,064CYOtherRevenueAmt
PY Total Revenue$120,051,091PYTotalRevenueAmt
CY Total Revenue$132,637,749CYTotalRevenueAmt
PY Grants And Similar Paid$24,046,394PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$27,208,698CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$37,914,846PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$39,641,690CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,188,149CYTotalFundraisingExpenseAmt
PY Other Expenses$42,949,535PYOtherExpensesAmt
CY Other Expenses$47,682,706CYOtherExpensesAmt
PY Total Expenses$104,910,775PYTotalExpensesAmt
CY Total Expenses$114,533,094CYTotalExpensesAmt
PY Revenues Less Expenses$15,140,316PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$18,104,655CYRevenuesLessExpensesAmt
Total Assets BOY$222,067,744TotalAssetsBOYAmt
Total Assets EOY$236,293,063TotalAssetsEOYAmt
Total Liabilities BOY$129,254,895TotalLiabilitiesBOYAmt
Total Liabilities EOY$126,931,767TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$92,812,849NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$109,361,296NetAssetsOrFundBalancesEOYAmt
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$85,961,905ExpenseAmt
Grant$27,208,698GrantAmt
Revenue$81,099,803RevenueAmt
DescMARIAN UNIVERSITY SERVED 3,429 STUDENTS AS MEASURED FALL, 2017. THIS WAS COMPRISED OF 2,158 UNDERGRADUATE, 480 GRADUATE AND 646 MEDICAL STUDENTS. THE UNIVERSITY OFFERED 40 MAJORS WITH DISTRIBUTION OF DECLARED MAJORS AS FOLLOWS: NURSING 38%, BUSINESS 18%, EDUCATION 7%, LIBERAL ARTS & SCIENCES 29% EXERCISE SCIENCE 5%, OTHER/UNDECIDED/EXPLORATORY 1%. OTHER DEMOGRAPHIC INFORMATION INCLUDES: MALE 40% AND FEMALE 60%, MINORITY 29%, AVERAGE SAT SCORE OF INCOMING FRESHMAN 1,120. 74% 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 AND GRADUATE STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$14,800,878ExpenseAmt
Revenue$34,167,965RevenueAmt
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 SECOND CLASS OF 151 STUDENTS IN SPRING 2018. 147 STUDENTS WERE PLACED IN RESIDENCIES WITH A 97.4% PLACEMENT RATE. 33% OF THE RESIDENTS WERE PLACED IN INDIANA WHILE 64% 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, GREW FROM 42 STUDENTS IN FALL OF 2016 TO 72 STUDENTS IN FALL 2017. 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$100,762,783TotalProgramServiceExpensesAmt
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 Document4847IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1426EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members49GoverningBodyVotingMembersCnt
Independent Voting Member47IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
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 (66 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
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
STEPHEN BURNS
TRUSTEE2.00.0Yes (X)$0$0$0
CLARK BYRUM
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
PATTI PAQUIN CAVANAUGH
TRUSTEE2.00.0Yes (X)$0$0$0
MARK DANIEL
TRUSTEE2.00.0Yes (X)$0$0$0
FRANK D CUNNINGHAM
TRUSTEE2.00.0Yes (X)$0$0$0
JOHN J DILLON
TRUSTEE2.00.0Yes (X)$0$0$0
JOSEPH DOYLE
TRUSTEE2.00.0Yes (X)$0$0$0
WILLIAM V DREW
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)$535,051$0$164,771
DENISE B FESER
CHAIR ELECT2.00.0Yes (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
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
TRUSTEE2.032.0Yes (X)$0$0$0
SR MARGARET HORNEY
TRUSTEE6.040.0Yes (X)$0$0$0
SR MAUREEN IRVIN
TRUSTEE / VICE-CHAIR2.040.0Yes (X)Yes (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
TRUSTEE2.040.0Yes (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 JACKIE MCCRACKEN
TRUSTEE2.016.0Yes (X)$0$0$0
SR JOAN MILLER
TRUSTEE2.032.0Yes (X)$0$0$0
JONATHAN NALLI
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
TRUSTEE, CHAIRMAN EMERITUS2.00.0Yes (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
TRUSTEE2.020.0Yes (X)$0$0$0
LEN STROM
TRUSTEE2.00.0Yes (X)$0$0$0
JOSEPH SLAUGHTER
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
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)$326,862$0$37,849
THOMAS ENNEKING
EXECUTIVE VP AND PROVOST40.00.0Yes (X)$248,749$0$40,053
KENITH BRITT
SR VP, DEAN KLIPSCH EDUCATOR'S40.00.0Yes (X)$170,261$0$50,842
DONALD SEFCIK
VP HEALTH SCIENCE & DEAN OF CO40.00.0Yes (X)$364,718$0$24,112
DEBORAH LAWRENCE
VP, ADMIN & GEN. COUNSEL40.00.0Yes (X)$154,153$0$21,241
SR JEAN MARIE CLEVELAND
VP, MISSION EFFECTIVENESS40.00.0Yes (X)$69,333$0$13,250
RUTH RODGERS
VP, DEAN OF STUDENTS40.00.0Yes (X)$125,127$0$9,493
JOHN FINKE
VP, INSTITUTIONAL ADVANCEMENT40.00.0Yes (X)$150,373$0$48,056
MARK APPLE
VP, MARKETING COMMUNICATIONS40.00.0Yes (X)$125,990$0$30,879
ADAM SETMEYER
VP, MISSION & MINISTRY40.00.0Yes (X)$76,163$0$36,091
PAUL WOOLSTON
VP, ENROLLMENT MANAGEMENT40.00.0Yes (X)$117,144$0$33,372
BRYAN LARSEN
ASST. DEAN, BIOMEDICAL SCIENCE40.00.0$181,066$0$16,615Yes (X)
DANIEL GELFMAN
FACULTY, COLLEGE OF MEDICINE40.00.0$182,253$0$25,393Yes (X)
SAIB OTHMAN
ASSOCIATE PROVOST40.00.0$191,450$0$21,334Yes (X)
LUKE NELLIGAN
FACULTY, COLLEGE OF MEDICINE40.00.0$194,879$0$24,783Yes (X)
JOHN LUCICH
FACULTY, COLLEGE OF MEDICINE40.00.0$188,171$0$32,158Yes (X)
MICHAEL KUCHERA
FACULTY, COLLEGE OF MEDICINE40.00.0$217,132$0$40,712Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,618,875TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$671,004TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K44IndivRcvdGreaterThan100KCnt
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 CONTRUCTION
100 W 96TH STREETINDIANAPOLISIN46278CONSTRUCTION$14,470,157
ORBIS EDUCATION
11595 NORTH MERIDIAN SUITE 400INDIANAPOLISIN46032ON-LINE NURSING SPPT$6,605,245
SHIEL SEXTON COMPANY INC
902 N CAPITOL AVEINDIANAPOLISIN46204CONSTRUCTION$6,206,074
ARAMARK INC
27310 NETWORK PLACECHICAGOIL60673FOOD SERVICE$3,786,273
ARAMARK FACILITY SERVICES
24818 NETWORK PLACECHICAGOIL60673FACILITIES SERVICES$3,451,040
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K62CntrctRcvdGreaterThan100KCnt
Fundraising$647,320FundraisingAmt
Related Organizations$33,500RelatedOrganizationsAmt
Government Grants$574,180GovernmentGrantsAmt
All Other Contributions$13,735,841AllOtherContributionsAmt
Noncash Contributions$1,630,569NoncashContributionsAmt
Total Contributions$14,990,841TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES611600$104,750,485$104,750,485
ROOM & BOARD611710$8,815,507$8,815,507
BOOK STORE611710$173,351$173,351
OTHER INCOME611710$1,635,919$1,528,425$107,494
FieldValueIRS element (for citing)
Total Program Service Revenue$115,375,262TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,275,608TotalRevenueColumnAmt
Unrelated Business Revenue-$640UnrelatedBusinessRevenueAmt
Exclusion$2,276,248ExclusionAmt

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)
Personal$232,546PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Personal$548,982PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal-$316,436PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$316,436TotalRevenueColumnAmt
Exclusion-$316,436ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$25,538,444SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$24,874,342SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$664,102SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$664,102TotalRevenueColumnAmt
Exclusion$664,102ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$174,117FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$647,320ContriRptFundraisingEventAmt
Fundraising Direct Expenses$616,765FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$442,648TotalRevenueColumnAmt
Exclusion-$442,648ExclusionAmt
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$72,363$72,363
CYCLING CENTER711210$18,657$18,657
FieldValueIRS element (for citing)
Other Revenue Total$91,020OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$132,637,749TotalRevenueColumnAmt
Related Or Exempt Func Income$115,267,768RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$197,874UnrelatedBusinessRevenueAmt
Exclusion$2,181,266ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$27,208,698TotalAmt
Program Services$27,208,698ProgramServicesAmt

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$3,168,368TotalAmt
Program Services$1,475,298ProgramServicesAmt
Management And General$1,473,080ManagementAndGeneralAmt
Fundraising$219,990FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$28,786,950TotalAmt
Program Services$24,259,322ProgramServicesAmt
Management And General$3,809,796ManagementAndGeneralAmt
Fundraising$717,832FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,604,482TotalAmt
Program Services$1,307,523ProgramServicesAmt
Management And General$245,305ManagementAndGeneralAmt
Fundraising$51,654FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,902,115TotalAmt
Program Services$3,179,907ProgramServicesAmt
Management And General$596,584ManagementAndGeneralAmt
Fundraising$125,624FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,179,775TotalAmt
Program Services$1,776,340ProgramServicesAmt
Management And General$333,260ManagementAndGeneralAmt
Fundraising$70,175FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$232,334TotalAmt
Management And General$232,334ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$86,440TotalAmt
Management And General$86,440ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$24,735TotalAmt
Management And General$24,735ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$133,669TotalAmt
Program Services$108,930ProgramServicesAmt
Management And General$20,436ManagementAndGeneralAmt
Fundraising$4,303FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,035,340TotalAmt
Program Services$2,473,556ProgramServicesAmt
Management And General$464,065ManagementAndGeneralAmt
Fundraising$97,719FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,022,753TotalAmt
Program Services$1,648,380ProgramServicesAmt
Management And General$309,253ManagementAndGeneralAmt
Fundraising$65,120FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$534,678TotalAmt
Program Services$435,719ProgramServicesAmt
Management And General$81,746ManagementAndGeneralAmt
Fundraising$17,213FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,305,655TotalAmt
Program Services$1,064,003ProgramServicesAmt
Management And General$199,618ManagementAndGeneralAmt
Fundraising$42,034FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,396,564TotalAmt
Program Services$6,027,600ProgramServicesAmt
Management And General$1,130,841ManagementAndGeneralAmt
Fundraising$238,123FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$560,153TotalAmt
Program Services$456,480ProgramServicesAmt
Management And General$85,640ManagementAndGeneralAmt
Fundraising$18,033FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,150,643TotalAmt
Program Services$937,681ProgramServicesAmt
Management And General$175,919ManagementAndGeneralAmt
Fundraising$37,043FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,096,314TotalAmt
Program Services$4,153,083ProgramServicesAmt
Management And General$779,162ManagementAndGeneralAmt
Fundraising$164,069FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,404,973TotalAmt
Program Services$6,034,452ProgramServicesAmt
Management And General$1,132,127ManagementAndGeneralAmt
Fundraising$238,394FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$531,246TotalAmt
Program Services$476,942ProgramServicesAmt
Management And General$47,989ManagementAndGeneralAmt
Fundraising$6,315FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
LICENSE FEES & COURSE WORK$9,345,649$9,345,649
MEAL PLAN COSTS$3,244,893$3,244,893
ATHLETIC COMPETITION$2,075,197$2,075,197
PROGRAM SUPPLIES & RESOURCES$2,015,700$1,851,911$135,299$28,490

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,485,770TotalAmt
Program Services$1,221,219ProgramServicesAmt
Management And General$218,533ManagementAndGeneralAmt
Fundraising$46,018FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$114,533,094TotalAmt
Program Services$100,762,783ProgramServicesAmt
Management And General$11,582,162ManagementAndGeneralAmt
Fundraising$2,188,149FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$12,755BOYAmt
EOY$34,859EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,674,162BOYAmt
EOY$6,799,775EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,624,129BOYAmt
EOY$20,162,290EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,134,430BOYAmt
EOY$2,209,307EOYAmt

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$1,746,148BOYAmt
EOY$810,319EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,047,524BOYAmt
EOY$1,048,461EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$186,440,417LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$67,724,187LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$99,325,653BOYAmt
EOY$118,716,230EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$69,210,588BOYAmt
EOY$74,995,847EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,069,504BOYAmt
EOY$9,784,058EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,931,245BOYAmt
EOY$1,380,399EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$291,606BOYAmt
EOY$351,518EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$222,067,744BOYAmt
EOY$236,293,063EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,741,017BOYAmt
EOY$14,458,526EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$12,886,940BOYAmt
EOY$13,030,129EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$100,297,235BOYAmt
EOY$98,383,207EOYAmt

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$375,000BOYAmt
EOY$200,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,954,703BOYAmt
EOY$859,905EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$129,254,895BOYAmt
EOY$126,931,767EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$49,619,474BOYAmt
EOY$69,065,591EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,990,453BOYAmt
EOY$26,141,751EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,202,922BOYAmt
EOY$14,153,954EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$92,812,849BOYAmt
EOY$109,361,296EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$222,067,744BOYAmt
EOY$236,293,063EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$18,104,655ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,665,517NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$3,221,725OtherChangesInNetAssetsAmt
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

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
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$24,735DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$24,735TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1IFormAndLineReferenceDesc
ExplanationDescription of Other Activities: 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)
Assets Included$137,312AssetsIncludedAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,624,023BeginningYearBalanceAmt
Contributions$3,336,078ContributionsAmt
Investment Earnings Or Losses$4,327,680InvestmentEarningsOrLossesAmt
Grants Or Scholarships$992,918GrantsOrScholarshipsAmt
Other Expenditures$231,243OtherExpendituresAmt
Administrative Expenses$50,169AdministrativeExpensesAmt
End Year Balance$36,013,451EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.74660BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.25340PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,486,704OtherCostOrOtherBasisAmt
Book Value$2,486,704BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$134,009,319OtherCostOrOtherBasisAmt
Depreciation$43,928,051DepreciationAmt
Book Value$90,081,268BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,081,475OtherCostOrOtherBasisAmt
Depreciation$16,698,851DepreciationAmt
Book Value$7,382,624BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$137,312InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$25,725,607OtherCostOrOtherBasisAmt
Depreciation$7,097,285DepreciationAmt
Book Value$18,765,634BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$118,716,230TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ADVANCES STUDENT LOANS$859,905
CONDITIONAL GIFTS$0
FieldValueIRS element (for citing)
Total Liability$859,905TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$108,126,645TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,665,517NetUnrealizedGainsInvstAmt
Other Revenue$1,165,747OtherRevenueAmt
Revenue Not Reported$2,831,264RevenueNotReportedAmt
Revenue Subtotal$105,295,381RevenueSubtotalAmt
Investment Expenses Not Incld$133,670InvestmentExpensesNotIncldAmt
Other Revenues Not Included$27,208,698OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$27,342,368RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$132,637,749TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$88,356,473TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$1,165,747OtherExpensesIncludedAmt
Expenses Not Reported$1,165,747ExpensesNotReportedAmt
Expenses Subtotal$87,190,726ExpensesSubtotalAmt
Investment Expenses Not Incld2$133,670InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$27,208,698OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$27,342,368ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$114,533,094TotalExpensesPerForm990Amt

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, 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 $ 548,982 FUNDRAISING EXPENSES $ 616,765 TOTAL $ 1,165,747
SCHEDULE D, PARTS XI & XII, LINE 4BOTHER ADJUSTMENTS: STUDENT SCHOLARSHIPS $ 27,208,698

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 (6 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the CaribbeanPASSIVE INVESTMENTS$4,262,093
Central America and the CaribbeanProgram Services$2,685STUDENT RECRUITING
North AmericaProgram Services$10,707STUDENT RECRUITING
East Asia and the PacificProgram Services$28,840STUDENT RECRUITING
Europe (Including Iceland and Greenland)Program Services$2,553STUDENT RECRUITING
Europe (Including Iceland and Greenland)Program Services$104,528STUDY ABROAD
FieldValueIRS element (for citing)
Subtotal Spent$4,411,406SubtotalSpentAmt
Total Spent$4,411,406TotalSpentAmt
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$638,601GrossReceiptsEvent1Amt
Charitable Contri Event1$517,961CharitableContriEvent1Amt
Gross Revenue Event1$120,640GrossRevenueEvent1Amt
Rent Facility Costs Event1$78,525RentFacilityCostsEvent1Amt
Food And Beverage Event1$225,280FoodAndBeverageEvent1Amt
Entertainment Event1$5,750EntertainmentEvent1Amt
Other Direct Expenses Event1$158,441OtherDirectExpensesEvent1Amt
Event2CLAYTON EVENTEvent2Nm
Gross Receipts Event2$130,813GrossReceiptsEvent2Amt
Charitable Contri Event2$88,296CharitableContriEvent2Amt
Gross Revenue Event2$42,517GrossRevenueEvent2Amt
Rent Facility Costs Event2$12,160RentFacilityCostsEvent2Amt
Food And Beverage Event2$47,635FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$67,109OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$52,023GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$41,063CharitableContriOtherEventsAmt
Gross Revenue Other Events$10,960GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$2,080NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$12,330RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$6,116FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$1,339OthDirectExpnssOtherEventsAmt
Gross Receipts Total$821,437GrossReceiptsTotalAmt
Charitable Contributions Tot$647,320CharitableContributionsTotAmt
Gross Revenue Total Events$174,117GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$2,080NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$103,015RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$279,031FoodAndBeverageTotalEventsAmt
Entertainment Total Events$5,750EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$226,889OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$616,765DirectExpenseSummaryEventsAmt
Net Income Summary-$442,648NetIncomeSummaryAmt

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
Recipient1585RecipientCnt
Cash Grant$27,208,698CashGrantAmt

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$454,033$0$75,000$0$6,018$0$83,900$0$80,871$0$699,822$0$0$0
GREGORY GINDER
SR VP/CFO$186,049$0$19,000$0$121,813$0$18,422$0$19,427$0$364,711$0$120,602$0
THOMAS ENNEKING
EXECUTIVE VP AND PROVOST$215,061$0$32,000$0$1,688$0$17,571$0$22,482$0$288,802$0$0$0
KENITH BRITT
SR VP, DEAN KLIPSCH EDUCATOR'S$155,142$0$15,000$0$119$0$27,314$0$23,528$0$221,103$0$0$0
DANIEL GELFMAN
FACULTY, COLLEGE OF MEDICINE$181,190$0$0$0$1,063$0$13,035$0$12,358$0$207,646$0$0$0
SAIB OTHMAN
ASSOCIATE PROVOST$173,605$0$17,500$0$345$0$12,255$0$9,079$0$212,784$0$0$0
LUKE NELLIGAN
FACULTY, COLLEGE OF MEDICINE$194,240$0$0$0$639$0$13,849$0$10,934$0$219,662$0$0$0
JOHN LUCICH
FACULTY, COLLEGE OF MEDICINE$187,485$0$0$0$686$0$13,518$0$18,640$0$220,329$0$0$0
MICHAEL KUCHERA
FACULTY, COLLEGE OF MEDICINE$215,944$0$0$0$1,188$0$15,679$0$25,033$0$257,844$0$0$0
DONALD SEFCIK
VP HEALTH SCIENCE & DEAN OF CO$348,944$0$15,000$0$774$0$18,900$0$5,212$0$388,830$0$0$0
BRYAN LARSEN
ASST. DEAN, BIOMEDICAL SCIENCE$180,053$0$0$0$1,013$0$15,412$0$1,203$0$197,681$0$0$0
DEBORAH LAWRENCE
VP, ADMIN & GEN. COUNSEL$153,894$0$0$0$259$0$10,948$0$10,293$0$175,394$0$0$0
JOHN FINKE
VP, INSTITUTIONAL ADVANCEMENT$150,239$0$0$0$134$0$25,821$0$22,235$0$198,429$0$0$0
MARK APPLE
VP, MARKETING COMMUNICATIONS$125,783$0$0$0$207$0$8,805$0$22,074$0$156,869$0$0$0
PAUL WOOLSTON
VP, ENROLLMENT MANAGEMENT$117,056$0$0$0$88$0$8,674$0$24,698$0$150,516$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, AND JOHN FINKE PARTICIPATED IN A SECTION 457(F) PLAN DURING THE YEAR, RECEIVING CONTRIBUTIONS TO THEIR PLANS IN THE AMOUNTS OF $40,000, $15,000 AND $15,000, 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
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$5,545,000RetiredAmt
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$8,075,896UnspentAmt
Substantial Completion2016SubstantialCompletionYr
Current RefundingYes (true)CurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
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$41,000CashGrantAmt
Type Of AssistanceMERIT/NEED-BASED AIDTypeOfAssistanceTxt
Assistance PurposeEDUCATIONAL SCHOLARSHIPSAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
CARSON AGENCY
PHILLIP CARSON, TRUSTEE$214,114INSURANCE SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$7,237,313DINING/OPERATIONS SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$123,650ACCOUNTING SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$14,470,157CONSTRUCTION SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$217,664LEGAL SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$319,904ARCHITECTURAL SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$235,568SPORTS EQUIPMENTfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$148,467FURNITUREfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$6,206,074CONSTRUCTION SERVICESfalse
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$175,375LOAN 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

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$56,585NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$120NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$6,654NoncashContributionsRptF990Amt
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
Contribution80ContributionCnt
Noncash Contributions Rpt F990$2,807,997NoncashContributionsRptF990Amt
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$600NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST BASISMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)MEDICAL EQUIPMENT1$42,266FAIR MARKET VALUE
Yes (X)FLORAL3$27,810FAIR MARKET VALUE
Yes (X)CLASSROOM FURNITURE1$20,836FAIR MARKET VALUE
Yes (X)OTHER10$51,861FAIR 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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART I, LINE 9CONTRIBUTIONS 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.
SCHEDULE M, PART I, LINE 32BKEYBANK CAPITAL MARKETS SELLS PUBLICLY TRADED SECURITIES THAT ARE DONATED TO MARIAN UNIVERSITY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 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, 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, LINE 1BINDEPENDENT BOARD MEMBERS: DANIEL J. ELSENER IS A PAID EMPLOYEE OF THE UNIVERSITY AND IS THEREFORE CONSIDERED NON-INDEPENDENT.
FORM 990, PART VI, SECTION A, LINE 7APOWER TO ELECT MEMBERS OF GOVERNING BODY: NOT FEWER THAN SEVEN TRUSTEES OF THE BOARD OF TRUSTEES SHALL BE MEMBERS OF THE SISTERS OF ST. FRANCIS OF OLDENBURG INC. OR SHALL BE INDIVIDUALS SELECTED 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 2017.
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: $3,221,725

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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