2018-05-10T15:41:22-05:00 2017-06-30 430765316 RubinBrown LLP One North Brentwood Saint Louis MO 63105 990 2016-07-01 430694556 Fontbonne University FONT 3148623456 6800 Wydown Boulevard St Louis MO 63105 j michael pressimone president 3148623456 2018-05-05 1 Kimberly A Ryan P00829977 3142903300 2016 2022-09-23 18:48:47Z J michael pressimone 6800 Wydown Boulevard St Louis MO 63105 50173823 0 X www.fontbonne.edu X 1923 MO FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING THAT SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY AND TO ASSUME RESPONSIBILITY AS CITIZENS AND LEADERS. 23 23 863 100 0 0 1898318 3323597 33550616 31555416 343670 2147285 142983 358456 35935587 37384754 10716831 9712603 0 0 19437279 19479415 0 0 1316649 11196555 9989130 41350665 39181148 -5415078 -1796394 51151186 49064362 15984165 16265754 35167021 32798608 X FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING DEDICATED TO THE DISCOVERY, UNDERSTANDING, PRESERVATION AND DISSEMINATION OF TRUTH. FONTBONNE SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY AND TO ASSUME RESPONSIBILTY AS CITIZENS AND LEADERS. FONTBONNE OFFERS BOTH UNDERGRADUATE AND GRADUATE PROGRAMS IN AN ATMOSPHERE CHARACTERIZED BY INCLUSION, OPEN COMMUNICATION AND PERSONAL CONCERN. THE UNDERGRADUATE PROGRAMS PROVIDE A SYNTHESIS OF LIBERAL AND PROFESSIONAL EDUCATION. AS A CATHOLIC UNIVERSITY SPONSORED BY THE SISTERS OF ST. JOSEPH OF CARONDELET, FONTBONNE IS ROOTED IN THE JUDEO-CHRISTIAN TRADITION. 0 0 31325859 9712603 31861366 FONTBONNE IS AN ACCREDITED UNIVERSITY that offers undergraduate and graduate degree programs, WHICH ALSO PROVIDES AUXILIARY SERVICES SUCH AS DORMITORIES, DINING HALL AND A BOOK STORE FOR THE CONVENIENCE OF ITS STUDENTS AND FACULTY. TOTAL BENEFITTED (AVERAGE FTE) = 1,119 31325859 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2030 0 1 863 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X Lisa vansickle 3147198017 6800 Wydown Boulevard St Louis MO 63105 MARIE JOAN HARRIS CSJ TRUSTEE 1.00 X 0 0 0 JEAN DEBLOIS CSJ TRUSTEE 1.00 X 0 0 0 KRAIG KREIKEMEIER TRUSTEE 1.00 X 0 0 0 Kate Becker TRUSTEE 1.00 X 0 0 0 KATHERINE HANLEY CSJ TRUSTEE 1.00 X 0 0 0 BARBARA JENNINGS CSJ TRUSTEE 1.00 X 0 0 0 CRAIG L GLOVER TRUSTEE 1.00 X 0 0 0 JOAN A KELLY TRUSTEE 1.00 X 0 0 0 MARY MARGARET LAZIO CSJ TRUSTEE 1.00 X 0 0 0 ELIZABETH LEIWE CSJ TRUSTEE 1.00 X 0 0 0 Richard J Mark TRUSTEE 1.00 X 0 0 0 ANN PACE CSJ TRUSTEE 1.00 X 0 0 0 BRIAN ABEL RAGEN TRUSTEE 1.00 X 0 0 0 CAROL SPEHR TRUSTEE 1.00 X 0 0 0 NANCY GEORGEN TRUSTEE 1.00 X 0 0 0 DENNIS GIPSON Chairman 1.00 X 0 0 0 DOUG KOCH TRUSTEE 1.00 X 0 0 0 MICHAEL MCMILLAN TRUSTEE 1.00 X 0 0 0 PEGGY MAGUIRE csja TRUSTEE 1.00 X 0 0 0 KAREN S GEDERA TRUSTEE 1.00 X 0 0 0 ALLEN J GRIEVE csja TRUSTEE 1.00 X 0 0 0 Julianne C Niemann TRUSTEE 1.00 X 0 0 0 Joseph M Noelker TRUSTEE 1.00 X 0 0 0 DR GARY L ZACK VP FIN. & ADMIN (CFO) 40.00 X 153541 0 24935 J MICHAEL PRESSIMONE PRESIDENT 40.00 X 219184 0 38719 GALE BORKOWSKI RICE FACULTY 40.00 X 121432 0 16372 dr Carey Adams vp academic affairs 40.00 X 138056 0 38616 JOSEPH HAVIS VP ENROLLMENT MGMT. 40.00 X 110393 0 23706 742606 0 142348 5 0 1 0 0 1279283 2044314 3323597 TUITION AND FEES 611310 28895206 28895206 AUXILIARY SERVICES 611310 2660210 2660210 31555416 445129 445129 52506 0 52506 52506 52506 14491225 12789069 1702156 1702156 1702156 305950 305950 305950 37384754 31861366 0 2199791 X 9712603 9712603 385670 145059 61423 179188 15416944 11387611 3366982 662351 635547 537609 83307 14631 1912703 1376448 460260 75995 1128551 851941 231035 45575 93430 93430 74527 74527 43446 43446 8240 8240 1384823 900260 353716 130847 2101503 1146659 834941 119903 270015 117426 152589 286917 263884 23033 359469 354298 1570 3601 32878 25516 6693 669 510801 510801 1681407 1575868 105539 348668 326783 21885 FOOD SERVICE 820051 820051 EQUIPMENT RENTAL & MAIN 571722 288599 280161 2962 BAD DEBTS 377686 377686 OTHER EXPENSES 253582 116601 108787 28194 769965 481916 235316 52733 39181148 31325859 6538640 1316649 2819961 1892597 354477 984992 1087319 1460560 671331 682143 64817061 40435308 25522933 24381753 18365845 17598321 1172412 1063996 1156908 1000000 51151186 49064362 1557041 1226165 1991813 2775216 9570000 9125532 1250000 1700000 1615311 1438841 15984165 16265754 X 22484732 21002454 2881713 2467328 9800576 9328826 35167021 32798608 51151186 49064362 -1796394 -336882 -235138 0 X X 0 1 X 1 1 1 X 2733755 2256382 2001654 1898318 3039617 11929726 2733755 2256382 2001654 1898318 3039617 11929726 11929726 589592 825134 589008 548003 3901947 6453684 137126 70800 115938 305950 629814 19013224 169180684 0.62740 0.72280 X Schedule A, Part II, Line 10, Explanation of Other Income: OTHER INCOME - 2012 Amount: $ 126,426. 2015 Amount: $ 115,938. 2016 Amount: $ 305,950. SPECIAL EVENTS - 2012 Amount: $ 10,700. 2013 Amount: $ 70,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90950 X library artwork 0 17609122 163228 2689032 3240787 17220596 19210434 163172 332835 2097319 17609122 22145461 196539 982052 4113618 19210434 20107980 368218 2681745 1012482 22145461 19489399 196676 1175186 753281 20107980 0.37210 0.53130 0.09660 0 0 3965366 3965366 44575856 26946460 17629396 10706205 9283125 1423080 5569634 4205723 1363911 24381753 REFUNDABLE GOVERNMENT LOANS 1351341 ASSET RETIREMENT OBLIGATION 25000 REFUNDABLE ADVANCE 62500 1438841 28465644 -336882 -336882 28802526 43446 8538783 8582229 37384755 30598919 0 30598919 43446 8538783 8582229 39181148 Part III, Line 4: fontbonne presents artwork throughout the library. Part V, Line 4: The University's endowment consists of over 100 individual funds established for a variety of purposes, mostly to provide scholarships for students and to support a variety of academic programs offered by the University. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments (including the long-term reserves). Part XI, Line 4b - Other Adjustments: financial aid netted against revenues on financial statements 8,538,783. Part XII, Line 4b - Other Adjustments: FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS 8,538,783. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 STATEMENT IS INCLUDED IN ALL ADVERTISEMENTS, INCLUDING UNIVERSITY CATALOG. nepal and india 0 2 RECRUITMENT OF QUALIFIED PROSPECTIVE STUDENTS and advertising recruitment/ADVERTISING 34282 taiwan 0 1 RECRUITMENT OF QUALIFIED PROSPECTIVE STUDENTS and marketing recruitment 1336 0 3 0 0 0 3 35618 0 35618 0 0 0 0 0 0 1 SCHOLARSHIPS TO STUDENTS 1484 9712603 cost TUITION AND OTHER COSTS OF ATTENDANCE Part I, Line 2: THE GRANTS MADE BY THE UNIVERSITY PRIMARILY CONSIST OF STUDENT FINANCIAL AID FOR SCHOLARSHIPS. SCHOLARSHIPS ARE AWARDED AND MONITORED BY THE UNIVERSITY'S FINANCIAL AID DEPARTMENT TO ELIGIBLE STUDENTS BASED UPON A NUMBER OF DIFFERENT CRITERIA, INCLUDING MERIT, ACADEMIC ACHIEVEMENT, AND FINANCIAL NEED. 1,484 STUDENTS RECEIVED FINANCIAL AID DURING THE CURRENT FISCAL YEAR FROM A COMBINATION OF ALL SOURCES (FEDERAL, STATE AND INSTITUTIONAL). OF THE 1,484 STUDENTS RECEIVING FINANCIAL AID, 1,484 RECEIVED FUNDING FROM INSTITUTIONAL SOURCES. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 DR GARY L ZACK VP FIN. & ADMIN (CFO) 153541 0 0 0 0 0 24000 0 935 0 178476 0 0 0 J MICHAEL PRESSIMONE PRESIDENT 219184 0 0 0 0 0 16100 0 22619 0 257903 0 0 0 dr Carey Adams vp academic affairs 138056 0 0 0 0 0 9695 0 28921 0 176672 0 0 0 A Health & Educational Facilities Authority of MO 431178966 2009-12-17 13620000 1998 Refunding/AB Hall Renovation 0 0 0 A 13620000 5926372 153628 7540000 2010 1 0 1 1 A 0 0 0 0 0 0 1 A 1 0 0 0 0 0 A 0 Form 990, Part VI, Section B, line 11b THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. SUBSEQUENT TO THE APPROVAL OF THE FORM BY THE AUDIT COMMITTEE, THE FORM IS PROVIDED TO THE BOARD OF TRUSTEES ELECTRONICALLY AND THEN FILED WITH THE IRS BY MANAGEMENT. Form 990, Part VI, Section B, line 12c THE UNIVERSITY REQUIRES EACH TRUSTEE OF THE BOARD TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE PROCESS IS MONITORED BY THE PRESIDENT'S OFFICE. CONFLICTS OF INTEREST ARE SUMMARIZED BY THE PRESIDENT'S OFFICE AND, WHEN APPLICABLE, KEY EMPLOYEES AND/OR BOARD TRUSTEES ARE EXCUSED FROM MEETINGS AND VOTES WHEN A TOPIC RELATED TO THE CONFLICT IS BEING DISCUSSED OR VOTED ON BY THE UNIVERSITY. Form 990, Part VI, Section B, line 15 Salary adjustments are typically made effective July 1 with the start of each new fiscal year. Prior to that date, the President asks the Vice President for Finance and Administration to compile a schedule that shows current salaries for each of the seven executive positions at the University with comparison salaries for other institutions. The comparison salaries are drawn from data compiled by CUPA, the College and University Personnel Association. Occasionally, an annual survey of executive compensation and benefits in higher education that is conducted by Yaffe & Co. is also used for salary benchmarking. Six categories of institutions are used in order to reflect a comprehensive comparison across several measures of institutional type: All Institutions with a budget from $30.9 M - $64.9 M, Private institutions with budgets between $25.8 M and $46.5 M, Private, religious institutions with budgets between $24.8 M and $41.5 M, Private, religious institutions with enrollment between 1939 and 2990, All institutions with enrollment between 1555 and 3031, Master's institutions with budgets < $45.6 M. Using the percentage adjustment approved for overall institutional salary adjustments in the coming year as an upper limit, the schedule also shows various rates of possible adjustments for each executive position. The President meets with the Vice President for Finance and Administration and the Executive Vice President to notify them of changes in executive compensation. The Vice President prepares a separate schedule with comparisons for the President's salary and submits this to the Chairman of the Board of Trustees. In consultation with the Executive Committee of the Board, the Chairman determines the salary of the President and notifies the Vice President for Finance and Administration. Form 990, Part VI, Section C, line 19 THE DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST ADDRESSED TO THE UNIVERSITY INSTITUTIONAL ADVANCEMENT OFFICE. Form 990, Part IX, line 24e ATHLETIC PROGRAMS: Program service expenses 233,177. Management and general expenses 8,960. Fundraising expenses 1,780. Total expenses 243,917. TELEPHONE: Program service expenses 92,661. Management and general expenses 96,047. Fundraising expenses 0. Total expenses 188,708. MEMBERSHIPS: Program service expenses 97,850. Management and general expenses 46,990. Fundraising expenses 3,834. Total expenses 148,674. PRINTING AND PUBLICATIONS: Program service expenses 25,156. Management and general expenses 44,354. Fundraising expenses 20,202. Total expenses 89,712. POSTAGE: Program service expenses 33,072. Management and general expenses 38,965. Fundraising expenses 9,985. Total expenses 82,022. FUNDRAISING: Program service expenses 0. Management and general expenses 0. Fundraising expenses 16,932. Total expenses 16,932. Part XII, Line 2c No change from prior year.