2018-05-15T12:57:57-07:00 2017-06-30 990 2016-07-01 341226547 LOURDES UNIVERSITY LOUR 4195178894 6832 Convent Blvd Sylvania OH 43560 Robert Rood CFO 4198243730 2018-05-15 2016 2022-09-23 18:48:47Z Robert Rood 6832 Convent Blvd Sylvania OH 43560 42301894 0 X lourdes.edu X 1958 OH 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. 30 28 637 450 89053 0 5270143 11312214 26167858 27148231 475100 404715 41425 26189 31954526 38891349 5866845 6713752 0 0 14979480 14344900 12550 0 494422 12148428 13714556 33007303 34773208 -1052777 4118141 57825436 59672766 31178233 28231439 26647203 31441327 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. 0 0 9813751 0 26747449 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. 18078423 6713752 0 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. 227383 360062 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. 0 0 0 28119557 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 84 0 1 637 1 1 1 0 0 0 1 1 1 1 0 0 0 0 X 30 28 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X Kim McGill 4195178894 6832 Convent Blvd Sylvania OH 43560 X Sister Joan C Jurski Board Member 2 X 0 0 0 Carol Howell Anderson Board Member 2 X 0 0 0 Susan J Block Board Member 2 X 0 0 0 Thomas E Brady Board Member 2 X 0 0 0 Alan W Brass Board Member 2 X 0 0 0 Cindy Dana Board Member 2 X 0 0 0 Larry B Dillin Board Member 2 X 0 0 0 Russell J Ebeid Board Member 2 X 0 0 0 Ernest C Enrique Board Member 2 X 0 0 0 Michael C Gibbons Board Member 2 X 0 0 0 Sister Carolyn Giera Board Member 2 X 0 0 0 Jim A Haudan Board Member & Vice Chair 2 X 0 0 0 Sandra M Hylant Board Member & Chair 2 X 0 0 0 Daniel Ibele Board Member & Secretary 2 X 0 0 0 Daniel M Johnson Board Member 2 X 0 0 0 Bruce D Klinger Board Member 2 X 0 0 0 Sister Rachel M Nijakowski Board Member 2 X 0 0 0 Barbara S Steele Board Member 2 X 0 0 0 George Brymer Board Member 2 0 X 0 0 0 Rita Mansour Board Member 2 X 0 0 0 Chrys Peterson Board Member 2 X 0 0 0 Dan Smith Board Member 2 X 0 0 0 Larry Ulrich Board Member 2 X 0 0 0 David Waterman Board Member 2 0 X 0 0 0 Thomas Winston Board Member & Treasurer 2 X 0 0 0 Pariss Coleman II Board Member 2 X 0 0 0 Harvey Tolson Board Member 2 0 X 0 0 0 Elaine LaValley Lewandowski Board Member 2 X 0 0 0 Mary Ann Gawelek President Incoming 40 X X 134816 0 27223 Sister Ann Carmen Barone Vice President of Mission & Ministry 40 X 0 0 0 Geoffrey Grubb Provost 40 X 136966 0 14920 Robert Rood Vice President of Finance & Administration 40 X 118434 0 5865 Mary M Arquette Vice President of Institutional Advancement 40 X 113971 0 13765 Dean Ludwig Vice President of Enrollment 40 X 106237 0 28697 Dawn AuBuchon Program Administrator of Nurse Anesthesia 40 X 156305 0 25774 Hollis Hamilton Dean of College of Nursing 40 X 105209 0 15106 David Livingston President Outgoing 40 X 122084 0 30086 994022 0 161436 8 1 1 0 Miller Diversified Construction Company 1690 Woodlands Dr Suite 216 Maumee OH 43537 Construction Mgt Services 2058830 AVI Foodsystems Inc PO Box 740523 Cincinnati OH 45274 Food Service Provider 974094 Key Government Finance Inc 11030 Circle Point Rd Westminster CO 80020 Leased IT Equipment 217863 Ellucian Support Inc 62578 Collections Center Dr Chicago IL 60693 Computer Software 190536 Follett Higher Education Group 3146 Solutions Center Chicago IL 60677 Bookstore 163855 10 0 0 315577 9506642 969505 520490 0 11312214 Tuition/Fees/Room & Board 611310 26747449 26747449 0 0 Nature Center & Other Fees 611710 244450 244450 0 0 Conferences & Hospitality 532000 156332 115612 40720 0 0 0 0 0 27148231 400360 0 0 400360 0 0 0 0 0 0 0 0 468870 0 473860 0 -4990 0 -4990 0 0 -4990 2866477 0 2862122 0 4355 0 4355 0 0 4355 34210 315577 74563 -40353 0 -40353 Catering & Beverage 722320 71532 0 48333 23199 71532 38891349 27107511 89053 382571 6713752 6713752 804618 152588 586173 65857 10457337 9048975 1182996 225366 318677 246253 63745 8679 1970961 1655838 244921 70202 793307 640639 131773 20895 33046 33046 56980 56980 14382 14382 1306081 1099215 206866 278791 4926 261391 12474 1448546 976524 406054 65968 552420 103466 448954 0 4438941 2944394 1494547 591588 561005 29782 801 56356 42304 14052 767669 767669 2437354 2437354 391090 391090 Auxilary 87653 87653 0 0 Grant Expense 101035 101035 0 0 Recruitment 258140 248595 9545 0 Other Expenses 894484 663951 206353 24180 34773208 28119557 6159229 494422 871 1608 1920309 3278000 1381388 778212 1557706 1347693 0 0 676325 729192 682576 972048 58623516 19199197 39889863 39424319 11640030 13062214 76368 79480 57825436 59672766 1480490 1302277 1574844 1403354 20130000 19474936 6722610 4888108 0 1270289 1162764 31178233 28231439 X 14264525 21011721 3927853 1843260 8454825 8586346 26647203 31441327 57825436 59672766 4118141 675983 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6836137 457146 654758 185318 145473 6762 7610488 6725181 360702 -145459 66889 15941 21457 6836137 7328280 812032 115897 272570 56981 22771 7903887 7522233 636084 1023401 1776623 57038 19777 7328280 6483910 683052 598572 177236 48056 18009 7522233 0.0394 0.9606 0 1 0 0 7351073 7351073 0 27611936 5256515 22355421 0 12315366 5480678 6834688 0 10727603 8084796 2642807 0 617538 377208 240330 39424319 Annuities Payable 63430 Capital Lease 595371 Advances from Federal Loans 503963 1162764 32719691 675983 0 0 -6620518 -5944535 38664226 0 227123 227123 38891349 28626776 0 0 0 474086 474086 28152690 0 6620518 6620518 34773208 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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 Luminations 277604 261809 15795 0 0 0 19668 2800 25922 Hit the Links 29183 20372 8811 2100 699 10056 0 0 0 1 42999 33395 9604 0 0 0 9128 0 4190 349786 315576 34210 2100 699 10056 28796 2800 30112 74563 -40353 1 Donor Funded Scholarships 297 557680 Fair Market Value Institutional Scholarships 790 6156041 Value of Discount given Schedule I, Part I, Line 2 The Financial Aid Office monitors the awards of all federal student aid grants. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Mary Ann Gawelek President 125353 0 0 0 9463 0 5000 0 22223 0 162039 0 David Livingston President 116001 0 0 0 6083 0 4700 0 25386 0 152170 0 Geoffrey Grubb Provost 136966 0 0 0 0 0 5322 0 9598 0 151886 0 Robert Rood Vice President of Finance & Administration 118434 0 0 0 0 0 4680 0 1185 0 124299 0 Mary M Arquette Vice President of Institutional Advancement 113971 0 0 0 0 0 4632 0 9133 0 127736 0 Dean Ludwig Vice President of Enrollment 106237 0 0 0 0 0 4575 0 24123 0 134935 0 Schedule J, Part I, Line 1a 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. A Toledo-Lucas County Port Authority 346406986 2013-12-27 20130000 Refund prior issue dated 05/31/2007, land, and buildings and structures 0 0 0 A 0 0 20130000 0 0 0 219734 0 0 3877616 0 0 2011 0 0 1 1 A 0 0 0 0 0 0 0 1 0 1 A 0 1 0 0 1 0 0 0 1 A 0 Michael Cravens Son-In-Law to Board Member 38854 Payroll paid by Related party on behalf of Lourdes for shared services 0 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. Lourdes Properties 6832 Convent Blvd Sylvania OH 43560 341968998 Public Apt Rentals OH 658478 10281496 Lourdes University Center Enterprises 6832 Convent Blvd Sylvania OH 43560 341809820 Catering services OH 72368 112000 Lourdes University Lourdes Main St Properties 6832 Convent Blvd Sylvania OH 43560 341226547 Hold property OH 227 189207 Lourdes University Sisters of St Francis Sylvania 6832 Convent Blvd Sylvania OH 43560 344450609 Religious OH 501(c)(3) 1 N/A 0 0 1 1 0 1 0 0 0 0 0 1 0 1 1 1 1 1 0 0