2018-01-30T08:38:09-06:00 2017-05-31 560747981 DIXON HUGHES GOODMAN LLP 999 S SHADY GROVE RD STE 400 MEMPHIS TN 38120 990 2016-06-01 620476666 Christian Brothers University CHRI 9013213380 650 East Parkway South Memphis TN 38104 Carolyn Head vp-administration & finance 9013213380 2018-01-25 1 John A May Jr P00210965 9017613000 2018-01-22 4.16.119.113 2018-01-25 08:47:38 CS P A631B8E80E7FE09C3E438AA7F2B0FD573669BF31 9A0AF704EC2940BF9E580B31D68EBB5FA66BF7BB 2016 2021-01-29 14:40:06Z ronald l brandon 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 59311910 0 X www.cbu.edu X 1871 TN OPERATION OF PRIVATE CATHOLIC UNIVERSITY WHOSE PRINCIPAL ACTIVITY IS TO PROVIDE ADVANCED STUDY TO STUDENTS IN AN INTER-FAITH EDUCATIONAL COMMUNITY. 35 35 899 35 -11831 -11831 7054584 5383047 45730588 46643736 271763 394002 6311209 6792171 59368144 59212956 19309968 21590154 0 0 19904934 21221459 242521 193000 1588842 15952447 15467175 55409870 58471788 3958274 741168 91397757 94914899 22083376 21250136 69314381 73664763 X Christian Brothers University is a private, Catholic comprehensive university committed to preparing students of all faiths and backgrounds to excel in their professional and public lives by providing challenging educational opportunities in the arts, business, engineering, the sciences, and teacher education. 0 0 48089244 21590154 49006339 private catholic university offering undergraduate and graduate degrees in the tradition of the christian brothers. the principle activity of cbu is to provide advanced study to students in an inter-faith educational community. 48089244 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 71 0 1 899 1 0 0 0 0 1 1 1 1 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X TOM COCHRANronald brandon 9013213381 650 east parkway south MEMPHIS TN 38104 Mr James Isaacs trustee 2.00 X 0 0 0 Rev Keith Norman trustee 2.00 X 0 0 0 Mr Stephen T Dunavant Vice chairman 2.00 X 0 0 0 Br Chris Englert FSC trustee 2.00 X 0 0 0 Mr John Mitchell Graves chairman 2.00 X 0 0 0 Mr William W Graves trustee 2.00 X 0 0 0 Mrs Emily Sawyer Greer SEcretary 2.00 X 0 0 0 Mr Douglas J Marchant trustee 2.00 X 0 0 0 Br Michael F Quirk FSC trustee 2.00 X 0 0 0 Mr James L Reber TREASURER 2.00 X 0 0 0 Br Larry Schatz FSC trustee 2.00 X 0 0 0 Mr Joshua Shipley trustee 2.00 X 0 0 0 Mr Stephen Waechter trustee 2.00 X 0 0 0 Mrs Laurel C Williams JD trustee 2.00 X 0 0 0 MR LOUIS F BO ALLEN JR TRUSTEE 2.00 X 0 0 0 MR DAVID ARCHER TRUSTee 2.00 X 0 0 0 MR ROBERT H BUCKMAN TRUSTee 2.00 X 0 0 0 MR RICHARD A CARGILE TRUSTee 2.00 X 0 0 0 MS LESLIE L DANIEL TRUSTee 2.00 X 0 0 0 MR TYREE DANIELS TRUSTee 2.00 X 0 0 0 MR RUSSELL J HENSLEY TRUSTee 2.00 X 0 0 0 MR CHRISTOPHER KOCH JR TRUSTee 2.00 X 0 0 0 MS MARIA LENSING TRUSTee 2.00 X 0 0 0 FR ROBERT W MARSHALL JR TRUSTee 2.00 X 0 0 0 MR HAROLD G MCNEIL TRUSTee 2.00 X 0 0 0 MR PAUL POSEY JR TRUSTee 2.00 X 0 0 0 MS BEMETRA SIMMONS TRUSTee 2.00 X 0 0 0 Br Francis Carr FSC Trustee 2.00 X 0 0 0 Judge J Robert Carter Trustee 2.00 X 0 0 0 Mr James C Collins Jr Trustee 2.00 X 0 0 0 Mr David L Cunningham Jr Trustee 2.00 X 0 0 0 Mr Richard L Erickson Jr Trustee 2.00 X 0 0 0 Dr Margaret Hodges MD Trustee 2.00 X 0 0 0 Ms Lynnfer Perry Trustee 2.00 X 0 0 0 Mr Christopher E Singer Trustee 2.00 X 0 0 0 Dr John Smarrelli Jr president of the universit 40.00 X 250000 0 31916 MS CAROLYN HEAD CFO, VP ADMIN & FINANCE 40.00 X 162587 0 20100 Mr Stephen R Crisman SR. VP OF ADVANCEMENT 40.00 X 144408 0 18919 MR PASCAL BEDROSSIAN PROFESSOR 40.00 X 485674 0 31729 Dr Cathy Grilli PROFESSOR 40.00 X 135438 0 15778 Dr Anne H Kenworthy VP of Enrollment Mgmt 40.00 X 128620 0 24026 Dr Bevalee B Vitali PROFESSOR 40.00 X 129461 0 16196 1436188 0 158664 12 0 1 0 GRINDER TABER AND GRINDER INC 1919 LYNNFIELD RD B MEMPHIS TN 38119 CONSTRUCTION SERVICES 3421342 ARAMARK CORPORATION-FOOD SERVICES 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 CAFETERIA SERVICES 1903108 ARAMARK CORPORATION-FACILITY SERVICES 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 grounds/landscaping services 1017440 Memphis Business Interiors 4539 Distriplex Dr W Memphis TN 38118 Interior Design and Materials 581632 Archimania 356 S Main St MEMPHIS TN 38103 ARCHITECT SERVICES 266716 24 336043 5047004 5383047 Tuition and Fees 611310 46643736 46643736 46643736 394002 394002 4218061 0 4218061 4218061 4218061 163734 98954 64780 64780 Other Income 611310 2362603 2362603 Dorm Support Services 611310 158558 158558 pass-through 531390 -11831 -11831 2509330 59212956 49006339 -11831 4835401 21590154 21590154 465071 89555 232023 143493 17482728 12184344 4765884 532500 2070359 2070359 1203301 1203301 167678 167678 89693 89693 193000 193000 4979498 2171621 2745748 62129 884441 496862 387579 778356 664289 114067 841086 794139 46947 2103938 1157204 946734 576874 551654 25220 113052 113052 680538 670337 10201 1962073 1962073 428989 428989 Institutional/Student E 1070043 1062414 7629 Minor Equipment 298307 296469 1838 Other Expenses 294811 216952 3419 74440 Bad Debt Expense 197798 197798 58471788 48089244 8793702 1588842 1585138 2976799 6952413 4101783 7110573 4298059 936222 613589 1396352 1396675 130683 88403 93274312 47120840 40997890 46153472 27938185 30920482 1889970 1889970 2460331 2475667 91397757 94914899 2777309 2505579 13510037 12906016 1235479 1031074 4560551 4807467 22083376 21250136 X 36111646 43947351 9736964 3080768 23465771 26636644 69314381 73664763 91397757 94914899 741168 3609214 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1460504 X X 0 33687067 2823206 3569659 1489585 38590347 33303938 3187285 -1518618 1285538 33687067 31704414 1466748 1346043 1213267 33303938 29399672 215270 3307402 1217930 31704414 26877561 140392 3582596 1200877 29399672 0.29150 0.69020 0.01830 0 0 1105818 1105818 60511189 20492858 40018331 4595551 2412432 2183119 25121488 22644676 2476812 1940266 1570874 369392 46153472 Student Deposits 474425 Unearned Tuition and Fees 1890351 Amounts Held in Custody for Others 600862 Refundable Government Loan Funds 661244 Derivative Instruments 1180585 4807467 X 41330970 3609214 98954 3708168 37622802 21590154 21590154 59212956 36980588 98954 98954 36881634 21590154 21590154 58471788 Part V, Line 4: The University's endowment consists of approximately 115 individual funds established for a variety of purposes. Its endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. As required by GAAP, net assets associated with endowment funds, including funds designated by the Board of Trustees to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions. Part X, Line 2: The University is qualified under Section 501(c)(3) of the Internal Revenue Code and accordingly is exempt from federal income taxes. The University has determined that it does not have any material unrecognized tax benefits or obligations as of May 31, 2017, and there are no interests and penalties related to income tax assessments. Part XI, Line 2d - Other Adjustments: fundraising expenses 98,954. Part XI, Line 4b - Other Adjustments: STUDENT FINANCIAL AID Netted with Tuition Revenue on audited financials 21,590,154. Part XII, Line 2d - Other Adjustments: fundraising expenses 98,954. Part XII, Line 4b - Other Adjustments: STUDENT FINANCIAL AID Netted with Tuition Revenue on audited financials 21,590,154. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Equal opportunity statement and nondiscrimination policy is included in all official literature and promotional material including the student course catalog, the employee handbook, and employee advertisements Schedule E, Part I, Line 6 THE UNIVERSITY HAS BEEN ASSISTED BY LOANS IN THE CONSTRUCTION OF TWO STUDENT DORMITORIES, A STUDENT CENTER, A LIBRARY AND A SCIENCE BUILDING. FINANCIAL ASSISTANCE RECEIVED FROM FEDERAL AGENCIES: PELL GRANT PROGRAM $2,604,400; SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT $102,479; FEDERAL WORK-STUDY $94,896; PERKINS LOAN PROGRAM $117,075; federal direct LOAN PROGRAM $10,272,981; MINORITY INTERNATIONAL RESEARCH TRAINING GRANT $295,000. TOTAL EXPENDITURES OF FEDERAL AWARDS: $13,486,831. X X X 1 REED CONSULTING 11933 Southridge Drive Little Rock AR 72212 PAYMENTS FOR CONSULTING SERVICES 0 0 66000 -66000 WILSON-BENNETT TECHNOLOGY 140 PROFESSIONAL DR 2 CABOT AR 72023 PAYMENTS FOR FUNDRAISING SERVICES 0 0 105000 -105000 Arnoult & Associates 1662 Autumn Avenue Suite 100 Memphis TN 38112 PAYMENTS FOR CONSULTING SERVICES 0 0 22000 -22000 193000 -193000 TN BELL TOWER GALA 133850 133850 0 58316 3500 25177 TWILIGHT CROSS COUNTRY CLASSIC 29884 29884 4200 7761 163734 163734 4200 58316 3500 32938 98954 64780 Schedule G, Part I, Line 2b, Column (v) Payments for CONSULTING AND PROFESSIONAL FUNDRAISING SERVICES. 1 INSTITUTIONAL SCHOLARSHIPS and grants 1164 20527715 TUITION REMISSIONS 63 892485 tuition discounts 124 169954 Part I, Line 2: All institutional money, grants, etc. follow the Financial Aid matrix that was designed and approved by the President's Cabinet, or if money was donated for specific purposes, by the wishes of the individual donor. X 1 0 X 0 0 0 0 0 0 0 0 0 Dr John Smarrelli Jr president of the universit 250000 0 0 0 0 0 16250 0 15666 0 281916 0 0 0 MS CAROLYN HEAD CFO, VP ADMIN & FINANCE 162587 0 0 0 0 0 10568 0 9532 0 182687 0 0 0 Mr Stephen R Crisman SR. VP OF ADVANCEMENT 144408 0 0 0 0 0 9387 0 9532 0 163327 0 0 0 MR PASCAL BEDROSSIAN PROFESSOR 57610 0 0 0 428064 0 16356 0 15373 0 517403 0 0 0 Dr Cathy Grilli PROFESSOR 63209 0 0 0 72229 0 8803 0 6975 0 151216 0 0 0 Dr Anne H Kenworthy VP of Enrollment Mgmt 122470 0 0 0 6150 0 8360 0 15666 0 152646 0 0 0 A SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD 521283414 2010-08-06 7836558 construction 0 0 0 B SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD 521283414 2010-08-29 4766624 debt retirement 0 0 0 C SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD 521283414 2010-12-29 3396818 dormitory acquisition 0 0 0 A 1515387 7836558 55118 7781440 0 0 1 1 B 921741 4766624 4766624 2011 1 0 1 1 C 656856 3396818 3396818 2011 0 1 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 1 1 Regions Bank 16.000000000000 0 0 0 0 0 B 0 0 0 0 1 1 Regions Bank 16.000000000000 0 0 0 0 0 C 0 0 0 0 1 1 regions Bank 16.000000000000 0 0 0 0 0 A 0 B 0 C 0 X 8 cost X cost X 1 cost X miscellaneous 4 0 COST 0 0 0 Part I, Line 32b: Schedule M, Part I, column (b): The organization is reporting the number of contributions. Form 990, Part VI, Section B, line 11b the audit and finance committees review the 990, and An electronic copy is sent to the full board who will vote on acceptance and submission of the 990. Form 990, Part VI, Section B, line 12c PRIOR TO BECOMING BOARD MEMBERS, THEY ARE MADE AWARE OF THE POLICY. each year, THEY ARE ASKED TO FILL OUT A QUESTIONNAIRE DISCLOSING any CONFLICTS. Form 990, Part VI, Section B, line 15a The President's salary is determined by the Board of Trustees along with Annual CUPA surveys Form 990, Part VI, Section C, line 19 THE ENTITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XII, Line 2c The process for oversight of the audit and selection of an independent accountant has not changed.