CLARKE UNIVERSITY OF DUBUQUE IOWA: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CLARKE UNIVERSITY OF DUBUQUE IOWA (EIN 42-0680408)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-01-08
- IRS object ID
- 201940089349300964
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-08T11:09:45-06:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1545 ASSOCIATES DR STE 101 | AddressLine1Txt |
| City | DUBUQUE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420680408 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clarke University of Dubuque Iowa | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 5635886315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 Clarke Drive | AddressLine1Txt |
| City | Dubuque | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth McGrath | PersonNm |
| Person Title | Treasurer/VP for Business & Finance | PersonTitleTxt |
| Phone | 5635886315 | PhoneNum |
| Signature | 2018-12-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carmen Krantz | PreparerPersonNm |
| PTIN | P00031958 | PTIN |
| Phone | 5635561790 | PhoneNum |
| Preparation | 2018-12-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.135.124.55 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-12-21 | IPDt |
| IP Tm | 14:50:55 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 330E77A2EC15986A2DC713C7FDB26B906589BB96 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6ECD4448988750106123FDC789D6ADA2AEDCDED1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Elizabeth McGrath | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 Clarke Drive | AddressLine1Txt |
| City | Dubuque | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,408,070 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.clarke.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1843 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | Catholic, co-educational, liberal arts university educating at post-secondary & graduate level | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 742 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,344,102 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,445,321 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,484,768 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,547,269 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,532,349 | PYInvestmentIncomeAmt |
| CY Investment Income | $688,245 | CYInvestmentIncomeAmt |
| PY Other Revenue | $224,399 | PYOtherRevenueAmt |
| CY Other Revenue | $60,905 | CYOtherRevenueAmt |
| PY Total Revenue | $38,585,618 | PYTotalRevenueAmt |
| CY Total Revenue | $35,741,740 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,127,657 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,401,654 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,447,714 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,214,723 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $22,946 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $60,069 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,336,562 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,130,541 | PYOtherExpensesAmt |
| CY Other Expenses | $9,404,168 | CYOtherExpensesAmt |
| PY Total Expenses | $35,728,858 | PYTotalExpensesAmt |
| CY Total Expenses | $36,080,614 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,856,760 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$338,874 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $71,384,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,334,230 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,126,516 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,006,957 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,257,507 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $60,327,273 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | We are a Catholic, co-educational, liberal arts university founded in 1843 by the Sisters of Charity of the Blessed Virgin Mary in Dubuque, Iowa. Clarke educates students at the post-secondary level in the liberal arts and sciences, the fine arts, selected professional programs, and graduate programs.We, the faculty, students, staff and administration are a caring, learning community committed to excellence in education. We provide a supportive environment that encourages personal and intellectual growth, promotes global awareness and social responsibility, and deepens spiritual values. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,571,671 | ExpenseAmt |
| Grant | $9,550,828 | GrantAmt |
| Revenue | $27,011,875 | RevenueAmt |
| Desc | Clarke University is a 4-year non-profit liberal arts and sciences university focused on progressing with the times. Humble beginnings have developed into over 30 undergraduate and 7 graduate programs, including a best-in-class adult education program. We are an institution guided by steadfast principles. We believe one-on-one learning is the ratio for future scholars and laureates. We understand that without proper connections, a quality education is moot. We recognize that easy access to our educators is what sets us apart. It is more than a pledge. It is a progressive framework that has guided us for more than one-and-a-half centuries.Clarke confers the Associate of Arts (AA), Bachelor of Arts (BA), Bachelor of Science (BS), Bachelors of Applied Studies (BAS), Bachelors of Social Work (BSW), Bachelor of Science in Nursing (BSN), Bachelor of Fine Arts (BFA), Master of Arts in Education (MAE), Master of Business Administration (MBA), Master of Organizational Leadership (MOL), Master of Social Work (MSW), Doctor of Nursing Practice (DNP) and Doctor of Physical Therapy (DPT).Over 1,043 students come from 29 states and five countries.. The average ACT score of the 2017 freshman class was 22 and the average high school grade-point-average was 3.4. In the last five years, an average of 96 percent of survey respondents reported being employed in their field or continuing their education. The student/faculty ratio is 8:1.During the 2016-2017 academic year, 100 percent of Clarke's full-time, day-time students (who were eligible, and applied) received financial aid in the form of scholarships, grants, loans, and work-study. Students are encouraged to apply for financial aid. Clarke University offers a variety of merit scholarships to students that include academic, athletic talent, fine arts and other scholarships.Clarke University does not discriminate on the basis of gender, sex, race, color, national or ethnic origin, sexual orientation, age or disability in the educational programs which it conducts or in its employment policies, practices and procedures. Clarke University complies with all pertinent state and federal regulations concerning affirmative action, nondiscrimination and equal employment opportunity. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,011,536 | ExpenseAmt |
| Grant | $1,850,826 | GrantAmt |
| Revenue | $4,271,438 | RevenueAmt |
| Desc | Auxiliary Enterprises: Programs available to all 1,039 students including the residence halls, board plans and athletics. Residence Hall capacity is 571 with occupancy of 434, or 75.0%. In the fall of 2017, all 434 resident students also had board plans with food service. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,882,735 | ExpenseAmt |
| Revenue | $263,956 | RevenueAmt |
| Desc | Student services: Resources provided to all 1,039 students by student activities, health services, counseling center, career center, admissions and financial aid. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,620,905 | ExpenseAmt |
| Desc | Academic support programs | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,620,905 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $29,086,847 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 742 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joanne M Burrows SC PhD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5635886385 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 Clarke Drive | AddressLine1Txt |
| City | Dubuque | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Robert C Wahlert | |||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mary Rose Corrigan-Psihoyos | |||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ann McDonough | |||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Karen Chiappetta | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Bernadette McManigal BVM | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Margaret Mary Cosgrove BVM | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jason Knockel | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Wahlert | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John Stavnes | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Carolyn Fitzgerald Gantz | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Margaret Geraghty BVM PhD | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Teri Hawks Goodman | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Gregory | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Suzanne McGovern Juergens | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Nancy Swift Klauer | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Teri Hadro BVM | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Fr Mark Ressler | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ann Harrington BVM Ph D | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Maureen Quann | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Matthew Zelle | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Regina Qualls BVM | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| James H Thompson | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jane Daly Seaberg | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Cathy Schulze | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas P Williams DDS MD | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ronald C Wilgenbusch | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary Ann Zollmann BVM PhD | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jenifer Collins Westphal | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Carolyn Farrell BVM | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dennis Powers | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Joanne M Burrows SC PhD | |||||||
| President and Trustee | 40.00 | Yes (X) | Yes (X) | $205,816 | $0 | $55,123 | |
| Daisy Halvorson | |||||||
| Treasurer/VP Business/Finance | 40.00 | Yes (X) | $137,909 | $0 | $24,853 | ||
| Susan R Burns PhD | |||||||
| Provost/VP of Academic Affairs | 40.00 | Yes (X) | $123,413 | $0 | $23,482 | ||
| William Biebuyck | |||||||
| VP-Institutional Advancement | 40.00 | $150,542 | $0 | $25,026 | Yes (X) | ||
| Jan Lee | |||||||
| Faculty Chair, Nursing Dept | 40.00 | $101,519 | $0 | $14,630 | Yes (X) | ||
| Jay Fedje | |||||||
| VP Enrollment Management | 40.00 | $144,129 | $0 | $18,525 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $863,328 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $161,639 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Tri-State Travel | |||||
| PO Box 307 | Galena | IL | 61036 | Travel services | $246,360 |
| Assessment Technologies Institute | |||||
| 62277 Collections Center Dr | Chicago | IL | 606930622 | Student assessment services | $129,750 |
| Tri-City Electric Company | |||||
| 415 Perry St | Davenport | IA | 52801 | Construction services | $106,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $14,627 | FundraisingAmt |
| Government Grants | $873,306 | GovernmentGrantsAmt |
| All Other Contributions | $2,557,388 | AllOtherContributionsAmt |
| Noncash Contributions | $30,060 | NoncashContributionsAmt |
| Total Contributions | $3,445,321 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 611310 | $27,011,875 | $27,011,875 |
| Auxiliary enterprises | 611710 | $4,271,438 | $4,271,438 |
| Conferences & events | 611710 | $142,025 | $142,025 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,931 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $121,931 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,547,269 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $612,569 | TotalRevenueColumnAmt |
| Exclusion | $612,569 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $42,541 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $42,541 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,541 | TotalRevenueColumnAmt |
| Exclusion | $42,541 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,683,729 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,608,053 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,676 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,676 | TotalRevenueColumnAmt |
| Exclusion | $75,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $45,817 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $14,627 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $32,119 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,698 | TotalRevenueColumnAmt |
| Exclusion | $13,698 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $30,824 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $26,158 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,666 | TotalRevenueColumnAmt |
| Exclusion | $4,666 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,741,740 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,547,269 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $749,150 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,401,654 | TotalAmt |
| Program Services | $11,401,654 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,158 | TotalAmt |
| Program Services | $75,302 | ProgramServicesAmt |
| Management And General | $388,531 | ManagementAndGeneralAmt |
| Fundraising | $75,325 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,864,972 | TotalAmt |
| Program Services | $9,422,650 | ProgramServicesAmt |
| Management And General | $1,904,922 | ManagementAndGeneralAmt |
| Fundraising | $537,400 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,083 | TotalAmt |
| Program Services | $350,240 | ProgramServicesAmt |
| Management And General | $79,087 | ManagementAndGeneralAmt |
| Fundraising | $14,756 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,515,776 | TotalAmt |
| Program Services | $533,241 | ProgramServicesAmt |
| Management And General | $952,138 | ManagementAndGeneralAmt |
| Fundraising | $30,397 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $850,734 | TotalAmt |
| Program Services | $625,068 | ProgramServicesAmt |
| Management And General | $189,719 | ManagementAndGeneralAmt |
| Fundraising | $35,947 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,335 | TotalAmt |
| Management And General | $4,515 | ManagementAndGeneralAmt |
| Fundraising | $1,820 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,943 | TotalAmt |
| Management And General | $19,943 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,765 | TotalAmt |
| Management And General | $133,765 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,069 | TotalAmt |
| Fundraising | $60,069 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,637 | TotalAmt |
| Management And General | $136,637 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,660 | TotalAmt |
| Program Services | $205,100 | ProgramServicesAmt |
| Management And General | $232,560 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,280 | TotalAmt |
| Management And General | $232,280 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,119,174 | TotalAmt |
| Program Services | $1,668,418 | ProgramServicesAmt |
| Management And General | $350,427 | ManagementAndGeneralAmt |
| Fundraising | $100,329 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,721 | TotalAmt |
| Program Services | $142,907 | ProgramServicesAmt |
| Management And General | $142,907 | ManagementAndGeneralAmt |
| Fundraising | $142,907 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,034,295 | TotalAmt |
| Program Services | $1,034,295 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $728,470 | TotalAmt |
| Program Services | $656,722 | ProgramServicesAmt |
| Management And General | $27,766 | ManagementAndGeneralAmt |
| Fundraising | $43,982 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,910 | TotalAmt |
| Program Services | $52,097 | ProgramServicesAmt |
| Management And General | $31,668 | ManagementAndGeneralAmt |
| Fundraising | $145 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,094 | TotalAmt |
| Program Services | $162,914 | ProgramServicesAmt |
| Management And General | $10,090 | ManagementAndGeneralAmt |
| Fundraising | $10,090 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,198,418 | TotalAmt |
| Program Services | $1,956,118 | ProgramServicesAmt |
| Management And General | $121,150 | ManagementAndGeneralAmt |
| Fundraising | $121,150 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,790 | TotalAmt |
| Program Services | $61,797 | ProgramServicesAmt |
| Management And General | $157,993 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Stipends and casual lab | $301,921 | $276,613 | $14,655 | $10,653 |
| Memberships | $182,684 | $63,680 | $114,249 | $4,755 |
| Repairs and maintenance | $161,866 | $35,151 | $124,798 | $1,917 |
| Bad debt expense | $133,446 | $133,446 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,759 | TotalAmt |
| Program Services | $362,880 | ProgramServicesAmt |
| Management And General | $153,959 | ManagementAndGeneralAmt |
| Fundraising | $144,920 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,080,614 | TotalAmt |
| Program Services | $29,086,847 | ProgramServicesAmt |
| Management And General | $5,657,205 | ManagementAndGeneralAmt |
| Fundraising | $1,336,562 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,810 | BOYAmt |
| EOY | $1,410 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,847,516 | BOYAmt |
| EOY | $4,263,977 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,509 | BOYAmt |
| EOY | $847,157 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,113 | BOYAmt |
| EOY | $582,850 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,442 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,578 | BOYAmt |
| EOY | $242,074 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $74,825,704 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,903,701 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,183,177 | BOYAmt |
| EOY | $34,922,003 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,402,322 | BOYAmt |
| EOY | $13,962,397 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,631,685 | BOYAmt |
| EOY | $14,922,717 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,705,222 | BOYAmt |
| EOY | $1,796,060 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,016,649 | BOYAmt |
| EOY | $1,793,585 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,384,023 | BOYAmt |
| EOY | $73,334,230 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,643,294 | BOYAmt |
| EOY | $2,658,361 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $819,934 | BOYAmt |
| EOY | $848,677 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,918,978 | BOYAmt |
| EOY | $6,436,581 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,091 | BOYAmt |
| EOY | $54,185 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,844 | BOYAmt |
| EOY | $561,878 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,175,375 | BOYAmt |
| EOY | $2,447,275 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,126,516 | BOYAmt |
| EOY | $13,006,957 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,085,173 | BOYAmt |
| EOY | $41,333,933 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,037,954 | BOYAmt |
| EOY | $4,322,071 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,134,380 | BOYAmt |
| EOY | $14,671,269 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,257,507 | BOYAmt |
| EOY | $60,327,273 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,384,023 | BOYAmt |
| EOY | $73,334,230 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$338,874 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,409,076 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$436 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,495,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,900,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,041,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,344,102 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,445,321 | CurrentTaxYearAmt |
| Total | $17,226,405 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,495,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,900,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,041,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,344,102 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,445,321 | CurrentTaxYearAmt |
| Total | $17,226,405 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,205,997 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,020,408 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $884,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,021,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $806,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $698,003 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $655,110 | CurrentTaxYearAmt |
| Total | $4,066,363 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,292,768 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $162,785,490 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72340 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,910,533 | BeginningYearBalanceAmt |
| Contributions | $515,462 | ContributionsAmt |
| Investment Earnings Or Losses | $1,769,918 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $639,086 | GrantsOrScholarshipsAmt |
| Other Expenditures | $897,890 | OtherExpendituresAmt |
| Administrative Expenses | $64,154 | AdministrativeExpensesAmt |
| End Year Balance | $27,594,783 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,259,677 | BeginningYearBalanceAmt |
| Contributions | $1,668,915 | ContributionsAmt |
| Investment Earnings Or Losses | $2,606,295 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $665,977 | GrantsOrScholarshipsAmt |
| Other Expenditures | $863,963 | OtherExpendituresAmt |
| Administrative Expenses | $94,414 | AdministrativeExpensesAmt |
| End Year Balance | $26,910,533 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,302,936 | BeginningYearBalanceAmt |
| Contributions | $403,082 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,977,642 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $572,137 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,832,415 | OtherExpendituresAmt |
| Administrative Expenses | $64,147 | AdministrativeExpensesAmt |
| End Year Balance | $24,259,677 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,895,989 | BeginningYearBalanceAmt |
| Contributions | $305,448 | ContributionsAmt |
| Investment Earnings Or Losses | -$304,693 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $511,408 | GrantsOrScholarshipsAmt |
| Other Expenditures | $997,655 | OtherExpendituresAmt |
| Administrative Expenses | $84,745 | AdministrativeExpensesAmt |
| End Year Balance | $31,302,936 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,436,877 | BeginningYearBalanceAmt |
| Contributions | $265,841 | ContributionsAmt |
| Investment Earnings Or Losses | $4,182,442 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $478,236 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,406,345 | OtherExpendituresAmt |
| Administrative Expenses | $104,590 | AdministrativeExpensesAmt |
| End Year Balance | $32,895,989 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.50750 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47980 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01270 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $390,119 | OtherCostOrOtherBasisAmt |
| Book Value | $390,119 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,233,809 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,682,451 | DepreciationAmt |
| Book Value | $29,551,358 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,887,548 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,280,072 | DepreciationAmt |
| Book Value | $2,607,476 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,314,228 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,941,178 | DepreciationAmt |
| Book Value | $2,373,050 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,922,003 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Cash value of life insurance | $376,472 | F |
| Dubuque Foundation Trust | $11,023 | F |
| Real estate | $15,200 | C |
| Hedge fund | $2,448,643 | F |
| Common trust funds | $9,303,228 | F |
| Pooled investment fund | $2,768,151 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,922,717 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to US Government - loan programs | $1,418,229 |
| Conditional asset retirement obligation | $1,004,740 |
| Annuities payable | $24,306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,447,275 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,428,642 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,409,076 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$10,780,451 | OtherRevenueAmt |
| Revenue Not Reported | -$9,371,375 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,800,017 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$58,277 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$58,277 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,741,740 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,358,876 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $58,713 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $58,713 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,300,163 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $10,780,451 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $10,780,451 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,080,614 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | The collection consists of a limited heritage edition of world-renowned Saint John's Bible. The heritage edition is a completely handwritten and illustrated re-creation of the original Saint John's Bible. The Saint John's Bible is a significant representation of the Word of God and a compelling work of art. This rare gift to Clarke will serve as a testament to our Catholic heritage and it will be a source of pride for the University and community. The University plans to exhibit the Bible as volumes are received and is planning a speaker series to accompany each volume's arrival. |
| Part IV, Line 2b: | Student deposit accounts are held by the University for various student groups on campus. |
| Part V, Line 4: | The endowment funds are invested to provide for total return. Spending from the endowment supports scholarship and other educational activities. |
| Part X, Line 2: | The University is a nonprofit organization and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Section 501(c)(3). In addition, the entity is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. The University has determined it is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS. The University believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The entity would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. |
| Part XI, Line 2d - Other Adjustments: | Scholarships and grants included in expenses for Form 990 -10,643,814. Investment management fees included in expenses for Form 990 -136,637. |
| Part XI, Line 4b - Other Adjustments: | Book store cost of goods sold included in revenue for Form 990 -26,158. Fundraising expenses included in revenue for Form 990 -32,119. Rent expenses included in revenue for Form 990 |
| Part XII, Line 2d - Other Adjustments: | Book store cost of goods sold included in revenue for Form 990 26,158. Fundraising expenses included in revenue for Form 990 32,119. Adjustment on annuity obligation included in expenses for financial stmts 436. Rent expenses included in revenue for Form 990 |
| Part XII, Line 4b - Other Adjustments: | Scholarships and grants included in expenses for Form 990 10,643,814. Investment management fees included in expenses for form 990 136,637. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Clarke does not make any public disclosures in the media regarding its nondiscrimination policy when recruiting students. However, Clarke does include a statement in the Magazine of Clarke, the website and other printed materials such as brochures and applications. All public job postings include a statement that Clarke is an equal opportunity employer. |
| Schedule E, Part I, Line 6 | Financial aid or assistance from a governmental agency is distributed to students using federally approved financial need analysis criteria. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Ruffalo Noel Levitz LLC | ||||||||
| PO Box 718 | Des Moines | IA | 50303 | Phone-a-thon | 0 | $46,129 | $27,104 | $19,025 |
| EAB-Advancement Services | ||||||||
| PO Box 603519 | Charlotte | NC | 28260 | Fall, holiday, and spring appeals | 0 | $13,275 | $27,465 | -$14,190 |
| Crescendo Interactive Inc | ||||||||
| 110 Camino Ruiz | Camarillo | CA | 93012 | Planned giving website and newsletter | 0 | $0 | $5,500 | -$5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $59,404 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $60,069 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$665 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Celebrity Golf Classic | Event1Nm |
| Gross Receipts Event1 | $60,444 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,627 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $45,817 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,177 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $18,833 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $7,109 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $60,444 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $14,627 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $45,817 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,177 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $18,833 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,109 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,119 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,698 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Endowed scholarships | 840 | $502,766 |
| Endowed awards | 58 | $14,223 |
| Institutional scholarships | 3792 | $10,035,707 |
| Federal SEOG grants | 225 | $89,818 |
| Tuition remission & other waivers | 43 | $430,133 |
| Tuition exchange | 24 | $329,007 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants and scholarships are awarded to students based on specific criteria detailed in the various grant/scholarship agreements. Members of the financial aid office and various scholarship/award committees review records for all potential recipients to ensure that the scholarship/award is being awarded properly. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joanne M Burrows SC PhD | ||||||||||||||
| President and Trustee | $203,002 | $0 | $0 | $0 | $2,814 | $0 | $12,276 | $0 | $43,870 | $0 | $261,962 | $0 | $0 | $0 |
| Daisy Halvorson | ||||||||||||||
| Treasurer/VP Business/Finance | $137,123 | $0 | $0 | $0 | $786 | $0 | $7,151 | $0 | $18,489 | $0 | $163,549 | $0 | $0 | $0 |
| William Biebuyck | ||||||||||||||
| VP-Institutional Advancement | $147,954 | $0 | $0 | $0 | $2,588 | $0 | $7,781 | $0 | $18,102 | $0 | $176,425 | $0 | $0 | $0 |
| Jay Fedje | ||||||||||||||
| VP Enrollment Management | $143,683 | $0 | $0 | $0 | $446 | $0 | $0 | $0 | $19,350 | $0 | $163,479 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Joanne Burrows, SC, Ph.D., President, receives a housing non-taxable benefit which is reported as other compensation on Form 990, Part VII, Section A, Column (F) and Schedule J, Page 2, Part II, Column (D). A plaque in the house states the house was donated to Clarke for use as the Presidential residence. The President conducts significant business activities and university related entertainment on university property. The residence is owned by Clarke and designated the Official University Presidential House. The Organization pays country club dues on behalf of Joanne Burrows, SC, Ph.D., President and William Biebuyck, Vice President for Institutional Advancement. The employees use the country club for business purposes and understand any personal use would be a taxable benefit. |
| Part I, Line 1b | The Organization does not have its own written policy regarding payment or reimbursement of expenses for the country club dues, however it follows the IRS tax law related to taxable employer benefits for the employees for which the University pays country club dues. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Iowa Higher Education Loan Authority - Series A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 421235696 | BondIssuerEIN |
| Bond Issued | 2012-05-25 | BondIssuedDt |
| Issue Price | $8,000,000 | IssuePriceAmt |
| Purpose | Refunding bonds issued 1/22/98 and new science facility | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,563,419 | RetiredAmt |
| Total Proceeds | $8,001,039 | TotalProceedsAmt |
| Capitalized Interest | $145,753 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $35,853 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $4,472,294 | CapitalExpendituresAmt |
| Other Spent Proceeds | $3,347,139 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: Iowa Higher Education Loan Authority - Series A Date the Rebate Computation was Performed: 05/25/2016 |
| Schedule K, Part II, Line 11, Column A: | The other spent proceeds were used to currently refund bonds originally issued on January 22, 1998. |
| Schedule K, Part II, Line 3, Column A: | The amount of interest earned on the bond proceeds while they were held in the project fund was $1,039. |
| Schedule K, Part IV, Arbitrage, Line 2c: | Since all proceeds were spent as of the formal rebate calculation no additional calculation is required. |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,780 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Thrift store value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (7 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Gift certificates | 38 | $10,598 | Cost |
| Yes (X) | Furniture | 3 | $5,130 | Cost |
| Yes (X) | Travel | 8 | $3,786 | Cost |
| Yes (X) | Tickets | 5 | $2,597 | Cost |
| Yes (X) | Jewelry | 3 | $1,039 | Cost |
| Yes (X) | Rental | 2 | $950 | Cost |
| Yes (X) | 1 | $180 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The Chair of the Board of Trustees at each annual meeting appoints an Executive Committee which consists of the Chair of the Board of Trustees, the President of the University, the President of the Sisters of Charity of the Blessed Virgin Mary and not less than five nor more than eleven members selected from the Board of Trustees. The Executive Committee has full charge of the affairs of the corporation between regular meetings of the Board of Trustees, subject to the conditions or limitations hereinafter imposed. Excluded from the powers and authority of this Committee are the following: 1. Power to adopt, amend or repeal the Articles of Incorporation or Bylaws; 2. Election of officers of or filling vacancies on the Board of Trustees; 3. Election of or removal of officers of the corporation; 4. Power to act on mergers or consolidations; 5. Appointment of or discharge of standing committees of the Board of Trustees; 6. Undertaking or authorization of major financing, as defined by the Debt Policy, unless specifically authorized to undertake and to negotiate financing in excess of such amount by the Board of Trustees; 7. Authority to fix officers' compensation unless specially authorized by the Board of Trustees; 8. Power to fix student fees, room and board charges, or tuition, except after presentation to the Board of Trustees and then only within the parameters as are set by the Board of Trustees; 9. Sale, lease or disposition of real estate; 10. Such other aspects of the corporation's business as the Board of Trustees may from time to time by resolution specifically restrict; 11. Confer degrees, earned or honorary. |
| Form 990, Part VI, Section A, line 7b | The Board of Trustees has general powers, duties, and responsibilities with regard to governance of the organization. In addition, pursuant to the Bylaws of the Organization, a Board of Corporators consisting of nine (9) specific individuals from the Board of Trustees, has authority to: A. adopt, alter, amend or repeal the Bylaws of the Corporation; B. exercise, in its discretion, the power of disaffirmation with regard to Board of Trustee decisions/actions. Disaffirmation requires a majority vote of the Board of Corporators and must be exercised within five (5) days of the Board of Trustee decision/action being disaffirmed; C. exercise such other powers as it may, from time to time, reserve to itself. Each member of the Board of Corporators is entitled to one (1) vote. |
| Form 990, Part VI, Section B, line 11b | The review of the Form 990 is delegated by the Board of Trustees of Clarke University to the Audit Committee comprised of members of management of Clarke and several Trustees who serve on the Board. The Audit Committee meets to review the completed Form 990 with the paid tax preparer. Any revisions are made and subsequently approved by the committee prior to the full board meeting. All Trustees receive a final copy of the Form 990 after it is approved by the Audit Committee and before it is filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | Any duality of interest or possible conflict of interest on the part of any Board of Trustee member shall be disclosed to the other members of the board of Trustees and made a matter of record through an annual procedure and also when the conflict of interest becomes a matter of action by the Board of Trustees. Any Board of Trustee member having a duality of interest or possible conflict of interest on any matter shall not vote or use his or her personal influence on the matter, and he or she shall not be counted in determining the quorum situation. The foregoing requirements shall not be construed as preventing the Board of Trustee member from briefly stating his or her position in the matter, nor from answering the pertinent questions of other Board of Trustee members since his or her knowledge may be of great assistance. Any new member of the Board will be advised of this policy upon entering upon the duties of his and her office. |
| Form 990, Part VI, Section B, line 15 | The Board has a conversation during an executive session meeting each January regarding the President's compensation and the contract terms. A small ad hoc group composed of the Chair, Vice Chair, and Trustee/legal counsel meet to discuss the President's compensation. They review comparative salaries and benefits for other presidents in the Iowa Association of Independent College & Universities (IAICU), and prepare a recommendation for the full Board to approve. The recommendation is approved or rejected by the Board at the April meeting. The Audit Committee reviews the compensation for the other officers of the Organization and uses comparability data from the IAICU for similar positions. The other officers receive the same compensation increase as other salaried and faculty employees on an annual basis. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy and audited financial statements of Clarke University are available upon request. In addition, our university-wide conflict of interest policy is available on our website in the employment manual. Our financial statements are also posted on the National Association of College and University Business Officers' website. |
| Form 990, Part XI, line 9: | Adjustment on annuity obligation -436. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Charitable income | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments