MARIAN UNIVERSITY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MARIAN UNIVERSITY INC (EIN 39-1024723)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201811349349309436
- Schema version
- 2016v3.0
- 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 C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T16:47:09-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2886 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 549032886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391024723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIAN UNIVERSITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 8002627426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SOUTH NATIONAL AVENUE | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WONG | PersonNm |
| Person Title | VP OF BUSINESS AND FINANCE | PersonTitleTxt |
| Phone | 8002627426 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON CPA | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 9202315890 | PhoneNum |
| Preparation | 2018-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR ANDREW P MANION | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SOUTH NATIONAL AVENUE | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $55,015,309 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARIANUNIVERISTY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | MARIAN UNIVERSITY IS A CATHOLIC APPLIED LIBERAL ARTS INSTITUTION OF HIGHER LEARNING OFFERING UNDERGRADUATE, GRADUATE, AND CONTINUING EDUCATION PROGRAMS WITH APPROXIMATELY 2,000 STUDENTS ANNUALLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 997 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $218,740 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,203,129 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,059,695 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $41,615,086 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,538,543 | CYProgramServiceRevenueAmt |
| PY Investment Income | $562,188 | PYInvestmentIncomeAmt |
| CY Investment Income | $582,776 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,107,424 | PYOtherRevenueAmt |
| CY Other Revenue | $1,251,360 | CYOtherRevenueAmt |
| PY Total Revenue | $47,487,827 | PYTotalRevenueAmt |
| CY Total Revenue | $50,432,374 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,727,254 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,210,170 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,639,342 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,022,796 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $579,029 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,050,845 | PYOtherExpensesAmt |
| CY Other Expenses | $14,277,889 | CYOtherExpensesAmt |
| PY Total Expenses | $44,417,441 | PYTotalExpensesAmt |
| CY Total Expenses | $45,510,855 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,070,386 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,921,519 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,171,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,922,954 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,272,369 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,490,430 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,898,648 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,432,524 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MARIAN UNIVERSITY IS A CATHOLIC APPLIED LIBERAL ARTS COMMUNITY THAT WELCOMES DIVERSE SPIRITUAL TRADITIONS SPONSORED BY THE CONGREGATION OF SISTERS OF ST AGNES. MARIAN UNIVERSITY ENGAGES STUDENTS IN THE EDUCATION OF THE WHOLE PERSON. WE EMBRACE JUSTICE AND COMPASSION AND TRANSFORM LIVES FOR PROFESSIONAL SERVICE AND LEADERSHIP IN THE GLOBAL COMMUNITY. THE FIVE CORE VALUES OF MARIAN UNIVERSITY INSPIRE EVERYTHING WE DO AT MARIAN UNIVERSITY - IN THE CLASSROOM, IN ACTIVITIES, IN SERVICE TO OTHERS AND IN OUR RELATIONSHIPS WITH EACH OTHER. COMMUNITY - RESPECTING OUR DIVERSITY AS INDIVIDUALS, WE ENCOURAGE, CHALLENGE AND NURTURE ONE ANOTHER, JOINING TOGETHER TO ACCOMPLISH OUR SHARED MISSION AND VISION. LEARNING - WE ENGAGE IN A COLLABORATIVE LIFELONG PROCESS OF SEEKING TRUTH AND APPROPRIATING KNOWLEDGE AND VALUES TO TRANSFORM THE INDIVIDUAL, OUR COMMUNITIES AND THE WORLD SERVICE THROUGH ACTIVE SERVICE AND MINISTRY. WE SUPPORT ONE ANOTHER AND SEEK TO MEET THE NEEDS OF THE LARGER COMMUNITY. SOCIAL | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,295,912 | ExpenseAmt |
| Grant | $13,210,170 | GrantAmt |
| Revenue | $42,477,522 | RevenueAmt |
| Desc | MARIAN UNIVERSITY IS A CATHOLIC LIBERAL ARTS INSTITUTION PROVIDING A COMBINATION OF EXCELLENT PROFESSIONAL TRAINING WITH A QUALITY LIBERAL ARTS EDUCATION AND SERIOUS COMMITMENT TO THE CONTINUING EDUCATION OF ADULTS ON BOTH THE PROFESSIONAL AND PERSONAL LEVELS. ANNUALLY IT SERVES APPROXIMATELY 2,000 STUDENTS. | Desc |
| Total Program Service Expenses | $38,295,912 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 113 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 997 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID WONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8002627426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 S NATIONAL AVENUE | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 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 |
|---|---|---|---|---|---|---|---|
| TERRI L EMANUEL | |||||||
| VICE CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANTHONY J AHERN | |||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD J BAKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK BODMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY NOEL BROWN CSA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD BUTZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW MANION | |||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $246,786 | $0 | $16,864 | |
| DEBORAH HELLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID KLUMPYAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM B LAMB | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HERTHA LONGO CSA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA MILLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS E PETRI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER JULIE KRAHL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN P RADEMANN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN RECCA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LACEY A SADOFF | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TROY SCHILL | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUSTIN A SMITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAROLD A TREFFERT MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STACEY L AKEY | |||||||
| VICE PRESIDENT - ALUMNI & INSTITUTIONAL PARTNERSHI | 40.00 | Yes (X) | $125,616 | $0 | $21,847 | ||
| KATHLEEN CANDEE | |||||||
| VICE PRESIDENT - STUDENT ENGAGEMENT | 40.00 | Yes (X) | $100,723 | $0 | $16,897 | ||
| JASON HARMON | |||||||
| VICE PRESIDENT - ENROLLMENT MANAGEMENT | 40.00 | Yes (X) | $23,363 | $0 | $105 | ||
| RUSSELL MAYER | |||||||
| VICE PRESIDENT - ACADEMIC AFFAIRS | 40.00 | Yes (X) | $77,707 | $0 | $4,209 | ||
| GEORGE KOONCE | |||||||
| SENIOR VICE PRESIDENT - UNIVERSITY RELATIONS | 40.00 | Yes (X) | $147,847 | $0 | $26,501 | ||
| TRACY MILKOWSKI | |||||||
| FORMER VP - ADVANCEMENT | 40.00 | Yes (X) | $112,180 | $0 | $2,485 | ||
| JANEEN MEIFERT | |||||||
| FORMER VP - OFFICE OF BUSINESS AND FINANCE | 40.00 | Yes (X) | $126,763 | $0 | $23,039 | ||
| SUZANNE K STODDART | |||||||
| DEAN - SCHOOL OF EDUCATION | 40.00 | $101,238 | $0 | $10,678 | Yes (X) | ||
| LINDA MATHESON | |||||||
| DEAN - SCHOOL OF NURSING | 40.00 | $115,570 | $0 | $23,219 | Yes (X) | ||
| JULIE LUETSCHWAGER | |||||||
| INTERIM VP - ENROLLMENT | 40.00 | $116,821 | $0 | $2,725 | Yes (X) | ||
| NANCY RILEY | |||||||
| PROFESSOR - SCHOOL OF EDUCATION | 40.00 | $104,350 | $0 | $10,891 | Yes (X) | ||
| MICHELLE MAJEWSKI | |||||||
| DEAN - SCHOOL OF ARTS | 40.00 | $108,664 | $0 | $13,243 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,507,628 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $172,703 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC & AFFIL MAINTCONTRACT | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | MAINTENANCE | $1,264,721 |
| SODEXH INC FOOD SERVICE | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | FOOD SERVICE | $1,116,110 |
| EPPSTEIN UHEN ARCHITECTS INC | |||||
| 333 E CHICAGO ST | MILWAUKEE | WI | 532025809 | ARCHITECTURAL SERVICES | $255,583 |
| HEARTLAND BUSINESS SYSTEMS | |||||
| 75 REMITTANCE DR DEPT 3286 | CHICAGO | IL | 606753286 | IT SOFTWARE SUPPORT & CONSULTING | $223,847 |
| PER MAR SECURITY SERVICES | |||||
| P O BOX 1101 | DAVENPORT | IA | 528051101 | SECURITY SERVICE | $213,640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $25,230 | FundraisingAmt |
| Government Grants | $539,179 | GovernmentGrantsAmt |
| All Other Contributions | $6,495,286 | AllOtherContributionsAmt |
| Noncash Contributions | $800 | NoncashContributionsAmt |
| Total Contributions | $7,059,695 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TUITION AND FEES - UNDERGRAD | 611310 | $34,651,475 | $34,651,475 | ||
| GRADUATE PROGRAM TUITION | 611310 | $3,463,485 | $3,463,485 | ||
| DORMITORY AND APARTMENT RENTAL | 721310 | $3,078,121 | $3,078,121 | ||
| EAA, CSA AND STAYER CENTER REVEN | 721310 | $218,740 | $218,740 | ||
| BOOKSTORE COMMISSION | 451211 | $55,672 | $55,672 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,050 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,050 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,538,543 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $539,841 | TotalRevenueColumnAmt |
| Exclusion | $539,841 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,080,478 | 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 | $1,080,478 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,080,478 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,080,478 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,592,563 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,511,259 | SecuritiesAmt |
| Other | $38,369 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $81,304 | SecuritiesAmt |
| Other | -$38,369 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,935 | TotalRevenueColumnAmt |
| Exclusion | $42,935 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $26,921 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $25,230 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $31,911 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,990 | TotalRevenueColumnAmt |
| Exclusion | -$4,990 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $3,297 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,396 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,901 | TotalRevenueColumnAmt |
| Exclusion | $1,901 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $101,901 | $101,901 | |
| PARKING FEES | 900099 | $41,058 | $41,058 | |
| STUDENT INTEREST | 900099 | $31,012 | $31,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $173,971 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,432,374 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,477,522 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $218,740 | UnrelatedBusinessRevenueAmt |
| Exclusion | $676,417 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,210,170 | TotalAmt |
| Program Services | $13,210,170 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,256 | TotalAmt |
| Program Services | $1,060,295 | ProgramServicesAmt |
| Management And General | $189,338 | ManagementAndGeneralAmt |
| Fundraising | $12,623 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,143,665 | TotalAmt |
| Program Services | $11,943,556 | ProgramServicesAmt |
| Management And General | $1,774,516 | ManagementAndGeneralAmt |
| Fundraising | $425,593 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,735 | TotalAmt |
| Program Services | $237,693 | ProgramServicesAmt |
| Management And General | $39,610 | ManagementAndGeneralAmt |
| Fundraising | $8,432 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,254,894 | TotalAmt |
| Program Services | $1,032,807 | ProgramServicesAmt |
| Management And General | $185,543 | ManagementAndGeneralAmt |
| Fundraising | $36,544 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,076,246 | TotalAmt |
| Program Services | $917,337 | ProgramServicesAmt |
| Management And General | $128,143 | ManagementAndGeneralAmt |
| Fundraising | $30,766 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,876 | TotalAmt |
| Management And General | $25,876 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,620 | TotalAmt |
| Management And General | $70,620 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,490 | TotalAmt |
| Management And General | $25,490 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,453,292 | TotalAmt |
| Program Services | $2,232,505 | ProgramServicesAmt |
| Management And General | $218,492 | ManagementAndGeneralAmt |
| Fundraising | $2,295 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,910 | TotalAmt |
| Program Services | $312,911 | ProgramServicesAmt |
| Management And General | $303,343 | ManagementAndGeneralAmt |
| Fundraising | $28,656 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $929,472 | TotalAmt |
| Program Services | $835,085 | ProgramServicesAmt |
| Management And General | $85,133 | ManagementAndGeneralAmt |
| Fundraising | $9,254 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,446 | TotalAmt |
| Program Services | $193,674 | ProgramServicesAmt |
| Management And General | $390,772 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,519,510 | TotalAmt |
| Program Services | $1,217,127 | ProgramServicesAmt |
| Management And General | $298,932 | ManagementAndGeneralAmt |
| Fundraising | $3,451 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,599 | TotalAmt |
| Program Services | $588,263 | ProgramServicesAmt |
| Management And General | $4,856 | ManagementAndGeneralAmt |
| Fundraising | $4,480 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,052 | TotalAmt |
| Program Services | $190,872 | ProgramServicesAmt |
| Management And General | $11,352 | ManagementAndGeneralAmt |
| Fundraising | $828 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,796 | TotalAmt |
| Program Services | $382,849 | ProgramServicesAmt |
| Management And General | $169,947 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,481,340 | TotalAmt |
| Program Services | $1,428,270 | ProgramServicesAmt |
| Management And General | $53,070 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,909 | TotalAmt |
| Program Services | $700 | ProgramServicesAmt |
| Management And General | $256,209 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOARD PLAN EXPENSE | $952,298 | $952,298 | ||
| BAD DEBT AND COLLECTION | $921,781 | $921,781 | ||
| LEASE PAYMENTS | $708,062 | $224,990 | $483,072 | |
| OTHER EXPENSE | $492,625 | $187,584 | $304,410 | $631 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,857,811 | TotalAmt |
| Program Services | $1,146,926 | ProgramServicesAmt |
| Management And General | $695,409 | ManagementAndGeneralAmt |
| Fundraising | $15,476 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,510,855 | TotalAmt |
| Program Services | $38,295,912 | ProgramServicesAmt |
| Management And General | $6,635,914 | ManagementAndGeneralAmt |
| Fundraising | $579,029 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,850 | BOYAmt |
| EOY | $1,850 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,138,094 | BOYAmt |
| EOY | $10,664,244 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,498,858 | BOYAmt |
| EOY | $3,308,871 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,451,059 | BOYAmt |
| EOY | $1,566,569 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,331,937 | BOYAmt |
| EOY | $1,099,093 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,165 | BOYAmt |
| EOY | $47,053 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,743 | BOYAmt |
| EOY | $565,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $56,943,536 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,235,847 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,025,243 | BOYAmt |
| EOY | $30,707,689 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,146,068 | BOYAmt |
| EOY | $11,961,997 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,171,017 | BOYAmt |
| EOY | $59,922,954 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,208,241 | BOYAmt |
| EOY | $2,485,423 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,103,160 | BOYAmt |
| EOY | $3,048,646 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,080,259 | BOYAmt |
| EOY | $8,139,461 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,522,355 | BOYAmt |
| EOY | $8,552,483 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,358,354 | BOYAmt |
| EOY | $1,264,417 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,272,369 | BOYAmt |
| EOY | $23,490,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,651,621 | BOYAmt |
| EOY | $17,135,785 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,727,520 | BOYAmt |
| EOY | $11,601,407 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,519,507 | BOYAmt |
| EOY | $7,695,332 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,898,648 | BOYAmt |
| EOY | $36,432,524 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,171,017 | BOYAmt |
| EOY | $59,922,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,921,519 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $612,357 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $4,765 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $4,765 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | A PORTION OF THE DUES PAID TO THE WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES IS USED TO SUPPORT AND PROMOTE NONPROFIT, PRIVATE (OR INDEPENDENT) COLLEGES AND UNIVERSITES IN STATE AND FEDERAL GOVERNMENTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,855,174 | BeginningYearBalanceAmt |
| Contributions | $175,825 | ContributionsAmt |
| Investment Earnings Or Losses | $592,506 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $833,427 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,790,078 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,005,880 | BeginningYearBalanceAmt |
| Contributions | $74,825 | ContributionsAmt |
| Investment Earnings Or Losses | -$194,097 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $31,434 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,855,174 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,155,820 | BeginningYearBalanceAmt |
| Contributions | $46,925 | ContributionsAmt |
| Investment Earnings Or Losses | $60,108 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $256,973 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,005,880 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,567,850 | BeginningYearBalanceAmt |
| Contributions | $64,691 | ContributionsAmt |
| Investment Earnings Or Losses | $777,835 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $254,556 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,155,820 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,506,675 | BeginningYearBalanceAmt |
| Contributions | $75,605 | ContributionsAmt |
| Investment Earnings Or Losses | $573,532 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $587,962 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,567,850 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $1,938,038 | OtherCostOrOtherBasisAmt |
| Book Value | $1,938,038 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,234,130 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,407,627 | DepreciationAmt |
| Book Value | $25,826,503 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,441,327 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,151,282 | DepreciationAmt |
| Book Value | $1,290,045 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,077,583 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,861,633 | DepreciationAmt |
| Book Value | $1,215,950 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,252,458 | OtherCostOrOtherBasisAmt |
| Depreciation | $815,305 | DepreciationAmt |
| Book Value | $437,153 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,707,689 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT AND OTHER DEPOSITS | $190,121 |
| REFUNDABLE ADVANCES FROM US GOVT | $1,074,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,264,417 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,906,393 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $612,357 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $97,322 | OtherRevenueAmt |
| Revenue Not Reported | $709,679 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,196,714 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,490 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $13,210,170 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $13,235,660 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $50,432,374 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,372,517 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $97,322 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $97,322 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,275,195 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,490 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $13,210,170 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,235,660 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $45,510,855 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION MAINTAINS ENDOWMENT FUNDS IN ORDER TO UTILIZE THE INCOME TO PROVIDE SCHOLARSHIPS TO THE STUDENTS OF THE UNIVERSITY. |
| PART X, LINE 2: | THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME, UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE THE UNIVERSITY DOES NOT HAVE A SIGNIFICANT AMOUNT OF UNRELATED BUSINESS INCOME. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN EXPENSES. THE UNIVERSITY HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENESE INCLUDED ON FORM 990, PART VIII, LINE 8B 32,507. WORK STUDY ASSISTANCE 64,815. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND ALLOWANCES 13,210,170. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES INCLUDED ON FORM 990, PART VIII, LINE 8B 32,507. WORK STUDY ASSISTANCE 64,815. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND ALLOWANCES 13,210,170. |
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 | MARIAN UNIVERSITY DRAWS STUDENTS NATIONWIDE. MATERIALS USED IN PROMOTIONAL ACTIVITIES AND RECRUITING EFFORTS INCLUDE A STATEMENT THAT MARIAN UNIVERSITY ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, AND NATIONAL OR ETHNIC ORIGIN. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVED FROM GOVERNMENTAL AGENCIES THE FOLLOWING FINANCIAL AID: -PELL GRANT SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT -COLLEGE WORK STUDY -PERKINS -TRIO |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BUSINESS AND INDUSTRY DINNER | Event1Nm |
| Gross Receipts Event1 | $23,376 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,376 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $8,077 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,177 | OtherDirectExpensesEvent1Amt |
| Event2 | ALUMNI GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $28,775 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $18,230 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,545 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $593 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $14,698 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,868 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Food And Beverage Other Events | $1,812 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $686 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $52,151 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,230 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $26,921 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $593 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $24,587 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,731 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $31,911 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,990 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | DAVID WONG | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 S NATIONAL AVENUE | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND GRANTS (FINANCIAL AID) | GrantTypeTxt |
| Recipient | 1556 | RecipientCnt |
| Cash Grant | $13,210,170 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STUDENTS REQUESTING FINANCIAL AID ARE REQUIRED TO FILL OUT A FINANCIAL AID FORM FOR EACH ACADEMIC YEAR. THE FINANCIAL AID OFFICE USES THIS INFORMATION TO DETERMINE WHICH STUDENTS QUALIFY FOR CERTAIN PROGRAMS AND SCHOLARSHIPS (FOR EXAMPLE - PELL, PERKINS, COLLEGE WORK-STUDY, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, ETC.) | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW MANION | ||||||||||||||
| PRESIDENT | $219,776 | $0 | $0 | $0 | $27,010 | $0 | $0 | $0 | $16,864 | $0 | $263,650 | $0 | $0 | $0 |
| GEORGE KOONCE | ||||||||||||||
| SENIOR VICE PRESIDENT - UNIVERSITY R | $141,656 | $0 | $0 | $0 | $6,191 | $0 | $0 | $0 | $26,501 | $0 | $174,348 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDED HEALTH OR SOCIAL CLUB DUES TO ANDY MANION, PRESIDENT AND GEORGE KOONCE, FORMER VICE PRESIDENT - ADVANCEMENT AND ATHLETICS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 391337855 | 97710VLB2 | 2003-06-26 | $2,885,000 | REFUND A PRIOR ISSUE | 0 | 0 | 0 |
| REDEVELOPMENT REVENUE BOND SERIES 2009 | ||||||||
| B | 396005450 | 038127BPO | 2009-10-08 | $2,930,000 | EDUCATIONAL BUILDING | 0 | 0 | 0 |
| REDEVELOPMENT REVENUE BOND SERIES 2010A & 2010B | ||||||||
| C | 396005450 | NONEAVAIL | 2010-04-30 | $2,000,000 | STUDENT RESIDENCE | 0 | 0 | 0 |
| REDEVELOPMENT REVENUE BOND SERIES 2014 | ||||||||
| D | 396005450 | NONEAVAIL | 2014-12-17 | $4,250,000 | NIELSON BUILDING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $2,695,000 | $2,885,000 | $41,912 | 2003 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $670,000 | $2,930,000 | $102,865 | 2009 | 0 | 0 | Yes (1) | Yes (1) | $2,827,135 |
| C | $785,226 | $2,000,000 | $35,600 | 2010 | 0 | 0 | Yes (1) | Yes (1) | $1,964,400 |
| D | $540,312 | $4,250,000 | $46,500 | 2017 | 0 | 0 | 0 | Yes (1) | $4,203,500 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL EXCHANGE BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FORMER TRUSTEE, ERIC STONE, IS OFFICER OF BANK | RelationshipDescriptionTxt |
| Transaction | $2,200,000 | TransactionAmt |
| Transaction | LINE OF CREDIT NET PROCEEDSERIC P. STONE IS A FORMER OFFICER OF MARIAN UNIVERSITY AND OF THE FINANCIAL INSTITUTION THAT MARION UNIVERSITY CONTRACTS WITH FOR ITS BANKING SERVICE NEEDS. MARIAN UNIVERSITY DOES NOT DEAL WITH MR. STONE DIRECTLY ON BANKING TRANSACTIONS AND MR. STONE IS NOT PERMITTED TO, NOR DOES HE, VOTE ON ANY BANKING TRANSACTION DECISIONS. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION HAS TWO CLASSES OF MEMBERS. CLASS A (GENERAL SUPERIOR OF THE CONGREGATION AND THOSE PERSONS WHO ARE MEMBERS OF THE GENERAL COUNCIL OF THE CONGREGATION) AND CLASS B (APPOINTED BY CLASS A). |
| FORM 990, PART VI, SECTION A, LINE 7A | CLASS A MEMBERS APPOINT CLASS B MEMBERS. CLASS B MEMBERS APPROVE THE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | TRANSACTIONS OVER $500,000 THAT INVOLVE ACQUISITION OR ALIENATION (SELLING) OF LAND OR BUILDINGS OR INCURRING DEBT NEED TO BE APPROVED BY CLASS B MEMBERS. TRANSACTIONS OVER $5,705,000 (ACQUISITION OR ALIENATION OF LAND OR BUILDINGS OR INCURRING DEBT) NEED TO BE APPROVED BY CLASS A MEMBERS AND THE CONGREGATION FOR RELIGIOUS OF THE VATICAN. |
| FORM 990, PART VI, SECTION B, LINE 11B | A FINAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO ITS FILING WITH THE IRS. MANAGEMENT CONDUCTED AN EXTENSIVE REVIEW OF THE 990 AND THE ENTERPRISE RISK MANAGMENT COMMITTEE MEMBERS ALSO DID A REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REVIEWS THE ANNUAL DISCLOSURE STATEMENTS AND THEN THE GOVERNING BODY AND MANAGEMENT MONITORS AND MAKES SURE DECISIONS ARE NOT MADE BY INDIVIDUALS POSSESSING A CONFLICT OF INTEREST. IF A CONFLICT IS DEEMED TO EXIST FOR A MEMBER OF THE GOVERNING BODY, SUCH PERSON SHALL NOT VOTE ON, NOR USE PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE (SUB COMMITTEE OF THE BOARD OF THE TRUSTEES) UTILIZES DATA FROM THE WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES (REGIONAL) AND YAFFE & COMPANY (NATIONAL) TO ANNUALLY COMPARE EXECUTIVE COMPENSATION. THE DATA GATHERED BY THE COMMITTEE WILL BE USED TO ENSURE THAT THE COMPENSATION FOR OFFICERS OF THE UNIVERSITY AND OTHER DISQUALIFIED PERSONS ARE GENERALLY IN LINE WITH THE COMPENSATION PHILOSOPHY, ARE WITHIN FAIR MARKET VALUE AND MEET THE STANDARDS OF REASONABLENESS. THE COMMITTEE'S MINUTES DOCUMENT THE FOREGOING PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S PROCESS FOR OVERSEEING THE AUDIT OF THE UNIVERSITY'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT (WHO PERFORMS THE AUDIT OF THE FINANCIAL STATEMENTS) HAS NOT CHANGED FROM THE PRIOR YEAR. |
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