2017-05-11T19:49:07-05:00 2016-06-30 KPMG LLP 1676 International Drive Ste 1200 McLean VA 22102 990 2015-07-01 520591641 Notre Dame of Maryland University Inc % BARBARA A MORRIS NOTR 4105325367 4701 N Charles Street Baltimore MD 212102404 BARBARA A MORRIS CONTROLLER 4105325367 2017-05-10 true RAYMOND LY P01205643 7032868000 2017-05-09 2015 2021-01-29 14:40:06Z Marylou Yam 4701 N Charles Street Baltimore MD 212102404 65392886 false X www.ndm.edu X 1957 MD Embracing the vision of the founders, the school sisters of Notre Dame, the university provides a liberal arts education in the Catholic tradition. 24 24 1018 270 535879 5401885 7198014 45641055 46499589 2208863 5815978 0 0 53251803 59513581 9269025 9454489 0 0 27555619 27437785 0 0 915824 20376851 18885462 57201495 55777736 -3949692 3735845 149439082 145147244 43339022 41218739 106100060 103928505 X NOTRE DAME OF MARYLAND UNIVERSITY EDUCATES LEADERS TO TRANSFORM THE WORLD. EMBRACING THE VISION OF THE FOUNDERS, THE SCHOOL SISTERS OF NOTRE DAME, THE UNIVERSITY PROMOTES THE ADVANCEMENT OF WOMEN AND PROVIDES A LIBERAL ARTS EDUCATION IN THE CATHOLIC TRADITION. NOTRE DAME CHALLENGES WOMEN AND MEN TO: *STRIVE FOR INTELLECTUAL AND PROFESSIONAL EXCELLENCE, *BUILD INCLUSIVE COMMUNITIES, *ENGAGE IN SERVICE TO OTHERS, AND *PROMOTE SOCIAL RESPONSIBILITY. false false 29478858 46256548 HIGHER EDUCATION: EDUCATION OF STUDENTS 9454489 9454489 SCHOLARSHIP PROGRAMS: STUDENT AID 2544651 AUXILIARY ENTERPRISES INCLUDE ROOM AND BOARD, USE OF FACILITIES, AND "A CHILD'S PLACE" AN INTERNATIONAL PRE-SCHOOL AND KINDERGARTEN. 41477998 true true false true false false false false false true true true false true true true true false true false true false false false false false false false true true true false false false false false false false false false false false false false false true true false false false true 3969 0 true 1018 true true true false false false false false false false false false X 24 24 false false false false false false false true true false false true true true true false true true true false X BARBARA A MORRIS 4105325367 4701 N CHARLES STREET BALTIMORE MD 212102404 KATHLEEN O'FERRALL-FRIEDMAN TRUSTEE 5.0 0.0 X 0 0 0 MARY NOEL ALBERS SSND TRUSTEE 5.0 0.0 X 0 0 0 PATRICIA M C BROWN TRUSTEE 5.0 0.0 X 0 0 0 EDWARD S CIVERA TRUSTEE 5.0 0.0 X 0 0 0 KATHLEEN D CORNELL SSND TRUSTEE 5.0 0.0 X 0 0 0 JOAN DAVIDSON TRUSTEE 5.0 0.0 X 0 0 0 MARY-AGNES EVANS-MORELAND TRUSTEE 5.0 0.0 X 0 0 0 PATRICIA FLYNN SSND TRUSTEE 5.0 0.0 X 0 0 0 KATHRYN B FREELAND TRUSTEE 5.0 0.0 X 0 0 0 PATRICIA HILLMAN TRUSTEE 5.0 0.0 X 0 0 0 BRENDA L JEWS TRUSTEE 5.0 0.0 X 0 0 0 OWEN KNOTT TRUSTEE 5.0 0.0 X 0 0 0 NEIL METZLER TRUSTEE 5.0 0.0 X 0 0 0 PATRICIA M MCCARRON SSND TRUSTEE 5.0 0.0 X 0 0 0 M MARC MUNAFO TRUSTEE 5.0 0.0 X 0 0 0 PATRICIA MURPHY SSND TRUSTEE 5.0 0.0 X 0 0 0 ANTHONY N O'BRIEN TRUSTEE 5.0 0.0 X 0 0 0 DEBORAH PHELPS TRUSTEE 5.0 0.0 X 0 0 0 JUDITH SCHAUM SSND TRUSTEE 5.0 0.0 X 0 0 0 MARY IAN STEWART SSND TRUSTEE 5.0 0.0 X 0 0 0 JAMES W CONSTABLE EX OFFICIO 5.0 0.0 X 0 0 0 GABRIELLE DOW TRUSTEE 5.0 0.0 X 0 0 0 JANESE F MURRAY TRUSTEE 5.0 0.0 X 0 0 0 TAMARA P WIGGS TRUSTEE 5.0 0.0 X 0 0 0 ELIZABETH TRAN STUDENT REPRESENTATIVE 5.0 0.0 X 0 0 0 GEOFF DELANOY FACULTY REPRESENTATIVE 5.0 0.0 X 0 0 0 GINO GEMIGNANI TRUSTEE - CHAIR 5.0 0.0 X 0 0 0 PATRICIA BOSSE END 6302015 VP FOR INSTIT ADVANCEMENT 50.0 0.0 X 103818 0 16671 TANYA EASTON BEG 712015 VP FOR INSTIT ADVANCEMENT 50.0 0.0 X 74541 0 17662 JOHN KEENAN END 2272015 VP FOR FIN & ADMIN 50.0 0.0 X 35307 0 96 CHRISTINE DEVINNE VP FOR ACADEMIC AFFAIRS 50.0 0.0 X 0 0 10222 HEIDI FLETCHER VP FOR ENROLLMENT MANAGEMENT 50.0 0.0 X 173971 0 15305 REBECCA SAWYER VP FOR STUDENT LIFE 50.0 0.0 X 140457 0 20537 EILEEN O'DEA SSND VP FOR MISSION 50.0 0.0 X 0 0 11457 DEBORAH ASBURY BEG 2272015 VP FOR FIN & ADMIN 50.0 0.0 X 142926 0 11948 MARYLOU YAM PRESIDENT 50.0 0.0 X 303888 0 33645 HERBERT R HANSEN JR VP FOR FIN & ADMIN 50.0 0.0 X 0 0 0 JAMES CULHANE PROFESSOR - SCHOOL OF PHARMACY 50.0 0.0 X 141845 0 38193 WARREN SZELISTOWSKI DTR. OF INFORMATION TECHNOLOGY 50.0 0.0 X 128746 0 37025 VALERIE HOGUE ASSOC DEAN-SCHOOL OF PHARMACY 50.0 0.0 X 139177 0 30502 ANNE LIN DEAN - SCHOOL OF PHARMACY 50.0 0.0 X 235264 0 51108 PAUL VITALE PROFESSOR - SCHOOL OF PHARMACY 50.0 0.0 X 139887 0 29108 1759827 0 323479 29 false true false Sage Dining Services 1402 York Road Suite 100 LUTHERVILLE MD 21093 Dining Services 1892428 United Building Services Inc 200 Little Falls Street FALLS CHURCH VA 22046 Janitorial Service 658511 Melville Thomas Architects Inc 600 Wyndhurst Ave BALTIMORE MD 21210 Architects 367548 Riggs Counselman Michaels Downe 555 Fairmont Ave TOWSON MD 21286 Liabiity Insurance 345046 Ellucian 4375 Fair Lakes Court FAIRFAX VA 22033 Maintenance Agreemnt 323216 13 2660972 4537042 7198014 TUITION AND FEES 900099 42667795 42667795 AUXILIARY ENTERPRISES 900099 3831794 3588753 243041 46499589 2780700 292838 2487862 0 0 0 0 0 8914583 5879305 3035278 3035278 3035278 0 0 0 0 59513581 46256548 535879 5523140 0 0 9454489 9454489 0 0 1061538 314758 644780 102000 0 21523572 16637234 4395652 490686 434688 290033 134728 9927 2862462 1864855 937276 60331 1555525 1174274 330792 50459 0 111782 111782 168400 168400 7015 7015 0 70820 70820 1819140 530766 1207879 80495 509604 509604 1434670 671029 710659 52982 259008 110652 148356 0 1865449 123429 1742020 267391 177664 83567 6160 0 293262 235200 43814 14248 1352095 1352095 0 4162223 4162223 55335 5347 49988 CONTRACTED SERVICES 3150541 505619 2596386 48536 EXPENSE FROM 3RD PARTY GRANT 1054778 1054778 FOOD SERVICE 1344454 1344454 LIBRARY 959495 959495 55777736 41477998 13383914 915824 0 0 1700478 1700478 1511779 3395034 6492946 8991842 0 0 0 0 0 0 95751 95751 644616 529772 152501136 72624705 82604325 79876431 0 0 39303723 33982752 1262243 1236331 0 0 15823221 15338853 149439082 145147244 3071056 3427137 682877 951609 1995622 1003228 30020000 29120000 0 0 0 0 1900000 1900000 4396379 3579217 1273088 1237548 43339022 41218739 X 62771543 59634665 13582516 14826864 29746001 29466976 106100060 103928505 149439082 145147244 X 3735845 -6049040 141640 X false true X true true true X 4861163 7801873 6368220 3851734 7198014 30081004 0 0 4861163 7801873 6368220 3851734 7198014 30081004 0 30081004 -314204 731289 2354503 1883544 1627929 6283061 -93649 -61403 20144 -134908 0 36229157 0.83030 0.74510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 7015 7015 false OTHER ACTIVITIES, SCHEDULE C, PART II-B, LINE 1I the University is a member of the Maryland Independent College and University Association (MICUA). MICUA advised the University that an estimated 12% of dues paid for FY 2015-2016 is allocated to nondeductible lobbying and political expenditures under Section 162(e). Total dues for FY 2015-2016 = $58,459. 12% = $7,015. 39303723 618137 -391937 5547171 33982752 38980248 582613 1386841 1645979 39303723 33819886 1409198 5321062 1569898 38980248 31370925 436775 3517185 1504999 33819886 32628656 132420 118912 1509063 31370925 0.27920 0.39700 0.32380 false false 678276 678276 54076396 20696819 33379577 80170316 38389810 41780506 17576148 13538076 4038072 79876431 ALTERNATIVE INVESTMENTS 11383950 F EQUITY MUTUAL FUNDS 14254519 F FIXED INCOME SECURITIES 3161187 F SHORT TERM INVESTMENTS 5183096 F 33982752 INT IN KNOTT PERPETUAL TRUST 15338853 15338853 0 REFUNDABLE ADVANCES FROM US GO 1237548 1237548 X 44494420 -5564672 -5564672 50059092 9454489 9454489 59513581 46252427 46252427 70820 9454489 9525309 55777736 FIN 48 (ASC 740) FOOTNOTE FORM SCH D PART X LINE 2 AS AN EDUCATION INSTITUTION MEETING THE REQUIREMENTS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE UNIVERSITY IS EXEMPT FROM INCOME TAXES ON INCOME RELATED TO ITS EXEMPT PURPOSE AS PROVIDED IN SECTION 501(A), EXCEPT TO THE EXTENT IT HAS TAXABLE INCOME FROM ACTIVITIES THAT ARE NOT RELATED TO ITS EXEMPT PURPOSE. THE UNIVERSITY EVALUATED ITS TAX POSITIONS AND DETERMINED THERE WERE NO UNCERTAIN POSITIONS IN 2016 OR 2015. NO PROVISION FOR INCOME TAXES WERE REQUIRED FOR 2016 OR 2015. SCHEDULE D, PART V, LINE 4 The University uses the endowment funds to provide scholarships to those students who meet the criteria of each scholarship. SCHEDULE D, PART XI, LINE 4B FINANCIAL AID RECLASSIFICATION FROM REVENUE $9,454,489 SCHEDULE D, PART XII, LINE 4B FINANCIAL AID RECLASSIFICATION TO EXPENSES $9,454,489 true true true true true true true false false false false false false false false true false true Form Sch E Part I Line 3 Racially Nondiscriminatory Policy. Due to the length of racially nondiscriminatory policy, the policy is not included in the newspaper or broadcast media; however, the policy is on the University's website. All newspaper and broadcast media include a link or reference to the University's website. Form Sch E Part I Line 6a Financial Aid from a governmental agency. The University receives funding from the state of Maryland as part of the Joseph A. Sellinger state aid program. The funding is based on Full time employee headcount. Europe (Including Iceland and Greenland) Program Services Study Abroad Expenses 66160 Central America and the Caribbean Program Services Study Abroad Expenses 9050 Middle East and North Africa Program Services Study Abroad Expenses 15950 Central America and the Caribbean Investments 769278 860438 860438 true false true true true false true Financial Aid 2267 9454489 PROCEDURES FOR MONITORING USE OF GRANT FUNDS Form Sch I Part I Line 2 The University offers merit and talent scholarships on a competitive basis to all students. These awards do affect consideration for need based financial aid. If eligible for financial aid, these awards will be counted as resources and will become part of the financial aid package. The University also offers endowed scholarships to all students who meet the criteria of each scholarship. Students who file the financial aid from will automatically be considered when financial need is required. Grants are available annually from current funds to full-time students with documented financial need. Financial aid consists of scholarships, grants, loans, and paid employment. Scholarships and grants do not have to be repaid. Loans are offered at low interest rates on the condition that they be repaid. Paid employment is an earning program. The amount offered is the amount that they may earn. The student is paid an hourly rate for work actually performed. X X true true X X X X false false false false false false false false false HEIDI FLETCHER VP FOR ENROLLMENT MANAGEMENT 151771 0 22200 0 0 0 7660 0 7645 0 189276 0 0 0 REBECCA SAWYER VP FOR STUDENT LIFE 127957 0 12500 0 0 0 9282 0 11255 0 160994 0 0 0 DEBORAH ASBURY BEG 2272015 VP FOR FIN & ADMIN 142926 0 0 0 0 0 0 0 11948 0 154874 0 0 0 MARYLOU YAM PRESIDENT 296188 0 0 0 7700 0 24000 0 9645 0 337533 0 0 0 JAMES CULHANE PROFESSOR - SCHOOL OF PHARMACY 141845 0 0 0 0 0 11826 0 26367 0 180038 0 0 0 WARREN SZELISTOWSKI DTR. OF INFORMATION TECHNOLOGY 108746 0 20000 0 0 0 18279 0 18746 0 165771 0 0 0 VALERIE HOGUE ASSOC DEAN-SCHOOL OF PHARMACY 139177 0 0 0 0 0 4358 0 26144 0 169679 0 0 0 ANNE LIN DEAN - SCHOOL OF PHARMACY 235264 0 0 0 0 0 17032 0 34076 0 286372 0 0 0 PAUL VITALE PROFESSOR - SCHOOL OF PHARMACY 139887 0 0 0 0 0 10342 0 18766 0 168995 0 0 0 Housing Allowance or Residence 1) The President, Marylou Yam, is provided university housing as a condition of her employment, the housing is valued at $28,316. The President received a $7,700 vehicle allowance. The allowances are treated as taxable compensation and are reflected in her W-2. Vehicle allowance: The Vice President of Institutional Advancement, Patricia Bosse, is provided a $3,000 vehicle allowance. The allowance is reflected in her W-2. The new Vice President of Institutional Advancement, Tanya Easton, does not receive a vehicle allowance. Health or Social Club Dues: The University pays the President's dues to social clubs. The President uses these venues for business meetings and entertainment of donors. The social club dues are treated as non-taxable. The President's compensation Schedule J, Part I, line 3. The President's compensation contract is prepared using an independent consultant, compensation surveys, and the compensation committee of the Board of Trustees. After approval by the compensation committee of the Board of Trustees, the contract is presented to the Board of Trustees for their review and approval. The President's contract is reviewed annually. Minutes of deliberations are contemporaneously maintained. A REFUND BONDS ISSUED 101498 COST 520936091 5742177Z2 2010-11-24 11789076 REFUND BONDS ISSUED 10/14/98 COST false false false B MD HEALTH & HIGHER EDUC FACILITIES AUTH 520936091 574218KH5 2012-06-25 17029269 CONSTRUCT AN ACADEMIC BUILDING, BU false false false C MD HEALTH & HIGHER EDUC FACILITIES AUTH 520936091 574218KE2 2012-06-25 4822723 DEFEASANCE OF BONDS ISSUED 10/14/9 false false false A 0 0 11789076 0 0 3621532 174095 0 0 7993449 0 0 2012 true false true true B 0 0 17029269 1325183 0 0 210548 0 0 15493538 0 0 2013 false false true true C 0 0 4822723 375296 0 4387350 60077 0 0 0 0 0 false true true true A false false false false 0.01477 0.01477 false false false true B false false false false 0.01236 0.01236 false false false true C 0 A false false true false false false 0 false 0 false true B false false true false false false 0 false 0 false true C false false true false false false 0 false 0 false true A true B true C true FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES HIGHER EDUCATION: STUDENT SERVICES - ADMISSION, REGISTRATION, COUNSELING, FINANCIAL AID, STUDENT ACTIVITIES AND HEALTH SERVICES. Form 990, Part VI, Section B, Line 11B. The 990 is prepared by the controller/director of financial services, Reviewed by the staff accountant, reviewed by the vice president for finance and administration and the President. The 990 is reviewed by the independent accounting firm KPMG. Access to the file is provided to all members of the Board of Trustees and members of the audit/finance committee for review, comment, and questions. Form 990, Part VI, Section B, line 12c. All members of the Board of Trustees (The Board) including non-voting members, officers, and key employees are required on an annual basis to read the policy and affirm that they understand and agree to comply with the conflict of interest policy (the Policy). The policy includes language that requires disclosure of conflict as soon as it is known. The policy identified "interested personsthe "duty to disclosureexamples of conflict of interest. The policy requires that the Trustees shall absent himself or herself from discussion of an abstaining from voting on such matters under consideration by the Board or its committees which present a conflict of interest or possible conflict. When a possible conflict is discovered, the President is responsible for reviewing the matter and may take appropriate action as is necessary to protect the interest of the University. The President shall report forthwith to the chair of the Board the results of the review and the action taken. The chair shall determine if any further board review or action is required. Form 990, Part VI, Section B, line 15. The organization seeks to ensure that compensation is reasonable and represents fair market value for services rendered. The organization periodically obtains information on compensation of functionally comparable positions for similarly qualified persons at similarly situated organizations. If any individual board member has a conflict of interest, he or she would be required to be excluded from the discussion and decision under the organization's conflict of interest policy. Form 990, Part VI, Section C, line 19. The University does not make its governing documents, conflict of interest policy, and financial statements available to the public. If the University receives a request for any of these documents, senior management and the Board of Trustees determine if delivery of the requested documents is appropriate. Form 990, Part XI, Line 9. Change in value of Perpetual Trust. 100 ST ALBANS LLC 4701 N Charles Street BALTIMORE MD 21212 520591641 HOLDING CO MD 0 1951976 NDMU MARION I & HENRY J KNOTT FUND INC 4501 N CHARLES STREET BALTIMORE MD 21210 521097109 SUPPORT ORG MD 501(C)(3) 11D: III-O NA false THE LOYOLA NOTRE DAME LIBRARY INC 200 WINSTON AVENUE BALTIMORE MD 21212 520881396 SUPPORT ORG MD 501(C)(3) 11C: III NA false