LOURDES UNIVERSITY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LOURDES UNIVERSITY (EIN 34-1226547)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201821359349306337
- 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 D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T12:57:57-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341226547 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOURDES UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUR | BusinessNameControlTxt |
| Phone | 4195178894 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6832 Convent Blvd | AddressLine1Txt |
| City | Sylvania | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Rood | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4198243730 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| 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 | Robert Rood | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6832 Convent Blvd | AddressLine1Txt |
| City | Sylvania | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,301,894 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | lourdes.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | Lourdes University, rooted in Catholic and Franciscan traditions, provides a values-centered education that enriches lives and advances academic excellence through the integration of the liberal arts and professional studies. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 637 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $89,053 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,270,143 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,312,214 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,167,858 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,148,231 | CYProgramServiceRevenueAmt |
| PY Investment Income | $475,100 | PYInvestmentIncomeAmt |
| CY Investment Income | $404,715 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,425 | PYOtherRevenueAmt |
| CY Other Revenue | $26,189 | CYOtherRevenueAmt |
| PY Total Revenue | $31,954,526 | PYTotalRevenueAmt |
| CY Total Revenue | $38,891,349 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,866,845 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,713,752 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,979,480 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,344,900 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $12,550 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $494,422 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,148,428 | PYOtherExpensesAmt |
| CY Other Expenses | $13,714,556 | CYOtherExpensesAmt |
| PY Total Expenses | $33,007,303 | PYTotalExpensesAmt |
| CY Total Expenses | $34,773,208 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,052,777 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,118,141 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,825,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,672,766 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,178,233 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,231,439 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,647,203 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,441,327 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Lourdes University, rooted in Catholic and Franciscan traditions, provides a values-centered education that enriches lives and advances academic excellence through the integration of the liberal arts and professional studies. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,813,751 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $26,747,449 | RevenueAmt |
| Desc | Higher Education: Bachelors Degrees are offered in majors including Art, History, English, Music, Philosophy, Biology, Theological Studies, Business, Nursing, Sociology, Social Work, and Library Studies. Masters Degrees are offered in Nursing, Nurse Anesthesia, Business, Theological Studies and Organizational Leadership. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,078,423 | ExpenseAmt |
| Grant | $6,713,752 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Higher Education: Student Services are offered in the areas of Admissions, Financial Aid Counseling, Campus Ministry, Learning Resources, Career Services, Athletics Financial Assistance, Disability Services, Personal Counseling, and Residential Life. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $227,383 | ExpenseAmt |
| Revenue | $360,062 | RevenueAmt |
| Desc | Higher Education: The Franciscan Center is a conference center which extends the social and education ministries of the Sisters of Saint Francis by presenting cultural and performing arts, educational programming, and extending administrative and technical hospitality services. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $28,119,557 | 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 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 84 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 637 | 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kim McGill | PersonNm |
| Phone | 4195178894 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6832 Convent Blvd | AddressLine1Txt |
| City | Sylvania | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Sister Joan C Jurski | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Carol Howell Anderson | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Susan J Block | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas E Brady | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Alan W Brass | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Cindy Dana | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Larry B Dillin | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Russell J Ebeid | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Ernest C Enrique | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Michael C Gibbons | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Sister Carolyn Giera | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Jim A Haudan | |||||||||
| Board Member & Vice Chair | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Sandra M Hylant | |||||||||
| Board Member & Chair | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Daniel Ibele | |||||||||
| Board Member & Secretary | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Daniel M Johnson | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Bruce D Klinger | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Sister Rachel M Nijakowski | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Barbara S Steele | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| George Brymer | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | 0 | |||
| Rita Mansour | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Chrys Peterson | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Dan Smith | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Larry Ulrich | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| David Waterman | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | 0 | |||
| Thomas Winston | |||||||||
| Board Member & Treasurer | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Pariss Coleman II | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Harvey Tolson | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | 0 | |||
| Elaine LaValley Lewandowski | |||||||||
| Board Member | 2 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Ann Gawelek | |||||||||
| President Incoming | 40 | Yes (X) | $134,816 | $0 | $27,223 | Yes (X) | |||
| Sister Ann Carmen Barone | |||||||||
| Vice President of Mission & Ministry | 40 | $0 | $0 | $0 | Yes (X) | ||||
| Geoffrey Grubb | |||||||||
| Provost | 40 | $136,966 | $0 | $14,920 | Yes (X) | ||||
| Robert Rood | |||||||||
| Vice President of Finance & Administration | 40 | $118,434 | $0 | $5,865 | Yes (X) | ||||
| Mary M Arquette | |||||||||
| Vice President of Institutional Advancement | 40 | $113,971 | $0 | $13,765 | Yes (X) | ||||
| Dean Ludwig | |||||||||
| Vice President of Enrollment | 40 | $106,237 | $0 | $28,697 | Yes (X) | ||||
| Dawn AuBuchon | |||||||||
| Program Administrator of Nurse Anesthesia | 40 | $156,305 | $0 | $25,774 | Yes (X) | ||||
| Hollis Hamilton | |||||||||
| Dean of College of Nursing | 40 | $105,209 | $0 | $15,106 | Yes (X) | ||||
| David Livingston | |||||||||
| President Outgoing | 40 | $122,084 | $0 | $30,086 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $994,022 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $161,436 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Miller Diversified Construction Company | ||||||
| 1690 Woodlands Dr | Suite 216 | Maumee | OH | 43537 | Construction Mgt Services | $2,058,830 |
| AVI Foodsystems Inc | ||||||
| PO Box 740523 | Cincinnati | OH | 45274 | Food Service Provider | $974,094 | |
| Key Government Finance Inc | ||||||
| 11030 Circle Point Rd | Westminster | CO | 80020 | Leased IT Equipment | $217,863 | |
| Ellucian Support Inc | ||||||
| 62578 Collections Center Dr | Chicago | IL | 60693 | Computer Software | $190,536 | |
| Follett Higher Education Group | ||||||
| 3146 Solutions Center | Chicago | IL | 60677 | Bookstore | $163,855 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $315,577 | FundraisingAmt |
| Related Organizations | $9,506,642 | RelatedOrganizationsAmt |
| Government Grants | $969,505 | GovernmentGrantsAmt |
| All Other Contributions | $520,490 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $11,312,214 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition/Fees/Room & Board | 611310 | $26,747,449 | $26,747,449 | $0 | $0 |
| Nature Center & Other Fees | 611710 | $244,450 | $244,450 | $0 | $0 |
| Conferences & Hospitality | 532000 | $156,332 | $115,612 | $40,720 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,148,231 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $400,360 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $400,360 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $468,870 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $473,860 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$4,990 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$4,990 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,866,477 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,862,122 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,355 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,355 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $34,210 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $315,577 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $74,563 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$40,353 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$40,353 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Catering & Beverage | Desc |
| Business | 722320 | BusinessCd |
| Total Revenue Column | $71,532 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $48,333 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $71,532 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,891,349 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,107,511 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $89,053 | UnrelatedBusinessRevenueAmt |
| Exclusion | $382,571 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,713,752 | TotalAmt |
| Program Services | $6,713,752 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $804,618 | TotalAmt |
| Program Services | $152,588 | ProgramServicesAmt |
| Management And General | $586,173 | ManagementAndGeneralAmt |
| Fundraising | $65,857 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,457,337 | TotalAmt |
| Program Services | $9,048,975 | ProgramServicesAmt |
| Management And General | $1,182,996 | ManagementAndGeneralAmt |
| Fundraising | $225,366 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,677 | TotalAmt |
| Program Services | $246,253 | ProgramServicesAmt |
| Management And General | $63,745 | ManagementAndGeneralAmt |
| Fundraising | $8,679 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,970,961 | TotalAmt |
| Program Services | $1,655,838 | ProgramServicesAmt |
| Management And General | $244,921 | ManagementAndGeneralAmt |
| Fundraising | $70,202 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,307 | TotalAmt |
| Program Services | $640,639 | ProgramServicesAmt |
| Management And General | $131,773 | ManagementAndGeneralAmt |
| Fundraising | $20,895 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,046 | TotalAmt |
| Management And General | $33,046 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,980 | TotalAmt |
| Management And General | $56,980 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,382 | TotalAmt |
| Management And General | $14,382 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,306,081 | TotalAmt |
| Program Services | $1,099,215 | ProgramServicesAmt |
| Management And General | $206,866 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,791 | TotalAmt |
| Program Services | $4,926 | ProgramServicesAmt |
| Management And General | $261,391 | ManagementAndGeneralAmt |
| Fundraising | $12,474 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,448,546 | TotalAmt |
| Program Services | $976,524 | ProgramServicesAmt |
| Management And General | $406,054 | ManagementAndGeneralAmt |
| Fundraising | $65,968 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,420 | TotalAmt |
| Program Services | $103,466 | ProgramServicesAmt |
| Management And General | $448,954 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,438,941 | TotalAmt |
| Program Services | $2,944,394 | ProgramServicesAmt |
| Management And General | $1,494,547 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,588 | TotalAmt |
| Program Services | $561,005 | ProgramServicesAmt |
| Management And General | $29,782 | ManagementAndGeneralAmt |
| Fundraising | $801 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,356 | TotalAmt |
| Program Services | $42,304 | ProgramServicesAmt |
| Management And General | $14,052 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $767,669 | TotalAmt |
| Management And General | $767,669 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,437,354 | TotalAmt |
| Program Services | $2,437,354 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,090 | TotalAmt |
| Program Services | $391,090 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Auxilary | $87,653 | $87,653 | $0 | $0 |
| Grant Expense | $101,035 | $101,035 | $0 | $0 |
| Recruitment | $258,140 | $248,595 | $9,545 | $0 |
| Other Expenses | $894,484 | $663,951 | $206,353 | $24,180 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,773,208 | TotalAmt |
| Program Services | $28,119,557 | ProgramServicesAmt |
| Management And General | $6,159,229 | ManagementAndGeneralAmt |
| Fundraising | $494,422 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871 | BOYAmt |
| EOY | $1,608 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,920,309 | BOYAmt |
| EOY | $3,278,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,381,388 | BOYAmt |
| EOY | $778,212 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,557,706 | BOYAmt |
| EOY | $1,347,693 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,325 | BOYAmt |
| EOY | $729,192 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,576 | BOYAmt |
| EOY | $972,048 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $58,623,516 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,199,197 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,889,863 | BOYAmt |
| EOY | $39,424,319 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,640,030 | BOYAmt |
| EOY | $13,062,214 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,368 | BOYAmt |
| EOY | $79,480 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,825,436 | BOYAmt |
| EOY | $59,672,766 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,480,490 | BOYAmt |
| EOY | $1,302,277 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,574,844 | BOYAmt |
| EOY | $1,403,354 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,130,000 | BOYAmt |
| EOY | $19,474,936 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,722,610 | BOYAmt |
| EOY | $4,888,108 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,270,289 | BOYAmt |
| EOY | $1,162,764 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,178,233 | BOYAmt |
| EOY | $28,231,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,264,525 | BOYAmt |
| EOY | $21,011,721 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,927,853 | BOYAmt |
| EOY | $1,843,260 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,454,825 | BOYAmt |
| EOY | $8,586,346 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,647,203 | BOYAmt |
| EOY | $31,441,327 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,825,436 | BOYAmt |
| EOY | $59,672,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,118,141 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $675,983 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,836,137 | BeginningYearBalanceAmt |
| Contributions | $457,146 | ContributionsAmt |
| Investment Earnings Or Losses | $654,758 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $185,318 | GrantsOrScholarshipsAmt |
| Other Expenditures | $145,473 | OtherExpendituresAmt |
| Administrative Expenses | $6,762 | AdministrativeExpensesAmt |
| End Year Balance | $7,610,488 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,725,181 | BeginningYearBalanceAmt |
| Contributions | $360,702 | ContributionsAmt |
| Investment Earnings Or Losses | -$145,459 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $66,889 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,941 | OtherExpendituresAmt |
| Administrative Expenses | $21,457 | AdministrativeExpensesAmt |
| End Year Balance | $6,836,137 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,328,280 | BeginningYearBalanceAmt |
| Contributions | $812,032 | ContributionsAmt |
| Investment Earnings Or Losses | $115,897 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $272,570 | GrantsOrScholarshipsAmt |
| Other Expenditures | $56,981 | OtherExpendituresAmt |
| Administrative Expenses | $22,771 | AdministrativeExpensesAmt |
| End Year Balance | $7,903,887 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,522,233 | BeginningYearBalanceAmt |
| Contributions | $636,084 | ContributionsAmt |
| Investment Earnings Or Losses | $1,023,401 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,776,623 | GrantsOrScholarshipsAmt |
| Other Expenditures | $57,038 | OtherExpendituresAmt |
| Administrative Expenses | $19,777 | AdministrativeExpensesAmt |
| End Year Balance | $7,328,280 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,483,910 | BeginningYearBalanceAmt |
| Contributions | $683,052 | ContributionsAmt |
| Investment Earnings Or Losses | $598,572 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $177,236 | GrantsOrScholarshipsAmt |
| Other Expenditures | $48,056 | OtherExpendituresAmt |
| Administrative Expenses | $18,009 | AdministrativeExpensesAmt |
| End Year Balance | $7,522,233 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0394 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9606 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $7,351,073 | OtherCostOrOtherBasisAmt |
| Book Value | $7,351,073 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $27,611,936 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,256,515 | DepreciationAmt |
| Book Value | $22,355,421 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $12,315,366 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,480,678 | DepreciationAmt |
| Book Value | $6,834,688 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $10,727,603 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,084,796 | DepreciationAmt |
| Book Value | $2,642,807 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $617,538 | OtherCostOrOtherBasisAmt |
| Depreciation | $377,208 | DepreciationAmt |
| Book Value | $240,330 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,424,319 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities Payable | $63,430 |
| Capital Lease | $595,371 |
| Advances from Federal Loans | $503,963 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,162,764 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $32,719,691 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $675,983 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$6,620,518 | OtherRevenueAmt |
| Revenue Not Reported | -$5,944,535 | RevenueNotReportedAmt |
| Revenue Subtotal | $38,664,226 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $227,123 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $227,123 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,891,349 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,626,776 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $474,086 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $474,086 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,152,690 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,620,518 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,620,518 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,773,208 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | The intended use of the University's endowment funds is to provide equitable scholarship and grant opportunities for students over time as well as to provide some financial support to the University. All endowed funds are managed in accordance with donor specifications. |
| Schedule D, Part XI, Line 2d | Institutionally funded student aid of $6,620,518.00 is netted against revenue for Financial Statement purposes but included as expense on 990. |
| Schedule D, Part XI, Line 4b | Expenses related to property which produced rent income of ($473,860.00) are netted against rental income in Part VIII but included as expenses for Financial statements. Expenses related to Main Street Properties are netted against Nature Center Other Fees in Part VIII but included in expense for Financial statements ($227.00). Certain investment return in excess of amount designated for current operations are Non-operating Revenue for financial statement purposes , but included in Part II on the 990 as Revenue $701,211.00 The net of these items $227,124.00 |
| Schedule D, Part XII, Line 2d | The financial statements include in expense $473,860.00 related to rental income, the 990 nets this against income. The financial statements include in expense $227.00 related to Nature Center and Other Income, the 990 nets this against income. The total of these items $474,087.00 |
| Schedule D, Part XII, Line 4b | Institutional funded student aid of $6,620,518 is netted against revenue for financial purposes but included as as expense on 990. |
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 | Currently Lourdes does not explicitly state the non-discrimination policy through newspaper or broadcast media. However, the University does draw its students from local community and does follow a non-discrimination policy as to its students. Currently the University's ratios for minority group enrollment exceeds that of the local community, demonstrating meaningful non-discriminatory enrollment numbers. |
| Schedule E, Part I, Line 6 | Federal Financial Aid is recieved for student grant/loan purposes |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Luminations | Event1Nm |
| Gross Receipts Event1 | $277,604 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $261,809 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,795 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $19,668 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,800 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $25,922 | OtherDirectExpensesEvent1Amt |
| Event2 | Hit the Links | Event2Nm |
| Gross Receipts Event2 | $29,183 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $20,372 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,811 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $2,100 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $699 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $10,056 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $42,999 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $33,395 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $9,604 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $9,128 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,190 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $349,786 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $315,576 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $34,210 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,100 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $699 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,056 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $28,796 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,800 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $30,112 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $74,563 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$40,353 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| Donor Funded Scholarships | 297 | $557,680 | Fair Market Value |
| Institutional Scholarships | 790 | $6,156,041 | Value of Discount given |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The Financial Aid Office monitors the awards of all federal student aid grants. | 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 | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mary Ann Gawelek | ||||||||||||
| President | $125,353 | $0 | $0 | $0 | $9,463 | $0 | $5,000 | $0 | $22,223 | $0 | $162,039 | $0 |
| David Livingston | ||||||||||||
| President | $116,001 | $0 | $0 | $0 | $6,083 | $0 | $4,700 | $0 | $25,386 | $0 | $152,170 | $0 |
| Geoffrey Grubb | ||||||||||||
| Provost | $136,966 | $0 | $0 | $0 | $0 | $0 | $5,322 | $0 | $9,598 | $0 | $151,886 | $0 |
| Robert Rood | ||||||||||||
| Vice President of Finance & Administration | $118,434 | $0 | $0 | $0 | $0 | $0 | $4,680 | $0 | $1,185 | $0 | $124,299 | $0 |
| Mary M Arquette | ||||||||||||
| Vice President of Institutional Advancement | $113,971 | $0 | $0 | $0 | $0 | $0 | $4,632 | $0 | $9,133 | $0 | $127,736 | $0 |
| Dean Ludwig | ||||||||||||
| Vice President of Enrollment | $106,237 | $0 | $0 | $0 | $0 | $0 | $4,575 | $0 | $24,123 | $0 | $134,935 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | A house is provided for use by the President during their employment with the University. The house is contiguous to campus. The President is required to live there for the convenience of Lourdes University and he/she conducts business activities in the home. The housing is non-taxable. Additionally the University pays for membership at an area country club for the President during his/her employment. Cost of the membership is treated as taxable compensation to the President. | ExplanationTxt |
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 | Toledo-Lucas County Port Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 346406986 | BondIssuerEIN |
| Bond Issued | 2013-12-27 | BondIssuedDt |
| Issue Price | $20,130,000 | IssuePriceAmt |
| Purpose | Refund prior issue dated 05/31/2007, land, and buildings and structures | 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 | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $20,130,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $219,734 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $3,877,616 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2011 | SubstantialCompletionYr |
| Current Refunding | 0 | 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 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | 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 | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | 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 | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Cravens | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Son-In-Law to Board Member | RelationshipDescriptionTxt |
| Transaction | $38,854 | TransactionAmt |
| Transaction | Payroll paid by Related party on behalf of Lourdes for shared services | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | One board member has a relative by marriage employed at a related organization as reported on schedule R. |
| Form 990, Part VI, Section A, Line 6 | Lourdes University is sponsored ministry of the Sisters of Saint Francis. The sisters approve all University Board members and certain large transactions making them a member. |
| Form 990, Part VI, Section A, Line 7a | Board members are recommended by the Administration of the University and approved by the Board of Trustees and the Sisters of Saint Francis. In addition, the Sisters of Saint Francis must approve any purchases, sale of assets or borrowing of $500,000 or greater require their approval. The Sisters must also approve the hiring of the President of the University when applicable. |
| Form 990, Part VI, Section A, Line 7b | The leadership of the Sisters of St Francis must approve recommended Board members as well as presidential hire. In addition purchases, sales, or borrowing of $500,000 or greater require their approval. |
| Form 990, Part VI, Section B, Line 11b | The 990 is prepared by the Finance office and a copy is provided to the Board of Trustees for review. |
| Form 990, Part VI, Section B, Line 12c | The Vice President of Institutional Advancement reviews the conflict of interest policy with the current board members. As conflicts arise, the full board is made aware of the conflict and the affected member will recuse themselves from relevant discussion and subsequent voting. |
| Form 990, Part VI, Section B, Line 15 | The compensation committee annually reviews the Presidents overall compensation package. They engage Findlay Davies Inc. to provide comparability of data and use that data to determine a competitive package each year. The compensation committee maintains the contemporaneous documentation and record keeping for all decisions related to the President's overall compensation package. |
| Form 990, Part VI, Section C, Line 19 | Lourdes makes available to the public its governing documents, conflict of interest policy, and financial staatements upon request. |
| Form 990, Part VII, Section A, Line 1a | Note Sister Ann Carmen Barone who is listed as an officer receives compensation. However, since this compensation goes to the Religious community, no W2 is issued and thus no amounts are listed here. For additional informational purposes the compensation paid from the organization was $90,405.12 and other compensation was $10,874.16 Lourdes University has listed two Presidents on the 990 return Dr. David Livingston completed his term as Lourdes President June 30, 2016 and Dr. Mary Ann Gawelek began her term July 1 2016. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Lourdes Properties | |||||||||
| 6832 Convent Blvd | Sylvania | OH | 43560 | 341968998 | Public Apt Rentals | OH | $658,478 | $10,281,496 | Lourdes University |
| Center Enterprises | |||||||||
| 6832 Convent Blvd | Sylvania | OH | 43560 | 341809820 | Catering services | OH | $72,368 | $112,000 | Lourdes University |
| Lourdes Main St Properties | |||||||||
| 6832 Convent Blvd | Sylvania | OH | 43560 | 341226547 | Hold property | OH | $227 | $189,207 | Lourdes University |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sisters of St Francis Sylvania | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6832 Convent Blvd | AddressLine1Txt |
| City | Sylvania | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344450609 | EIN |
| Primary Activities | Religious | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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