2017-02-15T13:48:52-06:00 2016-06-30 430765316 RubinBrown LLP One North Brentwood Saint Louis MO 63105 990 2015-07-01 430694556 Fontbonne University FONT 3148623456 6800 Wydown Boulevard St Louis MO 63105 j michael pressimone president 3148623456 2017-02-10 1 Kimberly A Ryan P00829977 3142903300 2015 2021-01-29 14:40:06Z J michael pressimone 6800 Wydown Boulevard St Louis MO 63105 40042275 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. 21 21 892 100 0 0 2001654 1898318 32909696 33550616 555274 343670 177731 142983 35644355 35935587 9455894 10716831 0 0 18846483 19437279 0 0 1319762 11140661 11196555 39443038 41350665 -3798683 -5415078 56144938 51151186 15455941 15984165 40688997 35167021 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 30665022 10716831 33550616 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) = 1,450 30665022 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 1 0 0 0 0 0 0 0 0 1 2158 0 1 892 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X DR GARY ZACK 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 LEO G HAAS 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 MANSFIELD III 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 TRUSTEE 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 TRUSTEE 1.00 X 0 0 0 KAREN S GEDERA TRUSTEE 1.00 X 0 0 0 ALLEN J GRIEVE TRUSTEE 1.00 X 0 0 0 DR GARY L ZACK VP FIN. & ADMIN (CFO) 40.00 X 152176 0 25143 J MICHAEL PRESSIMONE PRESIDENT 40.00 X 219959 0 40263 GALE BORKOWSKI RICE FACULTY 40.00 X 119335 0 17506 JAY JOHNSON FACULTY 40.00 X 107541 0 17422 JOSEPH HAVIS VP ENROLLMENT MGMT. 40.00 X 104443 0 9792 703454 0 110126 5 0 1 0 HBD CONSTRUCTION INC 5517 MANCHESTER ROAD ST LOUIS MO 63110 GENERAL CONTRACTING & CONSTRUCTION 1055343 AMERISERVE 16572 COLLECTIONS DRIVE CHICAGO IL 60693 FOOD SERVICE 689976 ADVERTISING SAVANTS INC PO BOX 1209 MARYLAND HEIGHTS MO 63043 ADVERTISING 553762 1265-1300 STRASSNER DRIVE LLC 10207 CONCORD SCHOOL ROAD ST LOUIS MO 63128 RENT 299047 AT&T PO BOX 536216 ATLANTA GA 30353 PHONE SERVICES 204641 19 806011 1092307 104774 1898318 TUITION AND FEES 611310 30872260 30872260 AUXILIARY SERVICES 611310 2678356 2678356 33550616 520958 520958 27045 0 27045 27045 27045 3929400 4106688 -177288 -177288 -177288 115938 115938 115938 35935587 33666554 0 370715 10716831 10716831 383118 255285 112244 15589 15463516 10303866 4530427 629223 607121 440772 160426 5923 1853657 1227984 558048 67625 1129867 800508 285171 44188 78816 78816 84210 84210 23382 23382 5100 5100 1160061 73539 848316 238206 2099385 1313740 694626 91019 654901 140584 514317 503773 490540 13233 348816 307260 33299 8257 104893 79624 19109 6160 528954 528954 2350294 2201289 149005 339543 48345 291198 FOOD SERVICE 776263 776263 EQUIPMENT RENTAL & MAIN 737043 349699 384687 2657 OTHER EXPENSES 406269 128184 244736 33349 ATHLETIC PROGRAMS 377331 249756 127575 617521 231999 335531 49991 41350665 30665022 9365881 1319762 4021003 2819961 507543 354477 1014898 1087319 1084579 671331 64296006 38773073 26281173 25522933 20777643 18365845 1284702 1172412 1173397 1156908 56144938 51151186 1482735 1557041 2064084 1991813 9940000 9570000 1250000 1969122 1615311 15455941 15984165 X 27631155 22484732 3413605 2881713 9644237 9800576 40688997 35167021 56144938 51151186 -5415078 -106898 0 X X 0 1 X 1 1 1 X 3257368 2733755 2256382 2001654 1898318 12147477 3257368 2733755 2256382 2001654 1898318 12147477 781064 11366413 528842 589592 825134 589008 548003 3080579 173576 137126 70800 115938 497440 15725496 175105195 0.72280 0.69870 X Schedule A, Part II, Line 10, Explanation of Other Income: OTHER INCOME - 2011 Amount: $ 117,132. 2012 Amount: $ 126,426. 2015 Amount: $ 115,938. SPECIAL EVENTS - 2011 Amount: $ 56,444. 2012 Amount: $ 10,700. 2013 Amount: $ 70,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90950 X library artwork 0 19210434 163172 332835 2097319 17609122 22145461 196539 982052 4113618 19210434 20107980 368218 2681745 1012482 22145461 19489399 196676 1175186 753281 20107980 20270577 444723 -495402 730499 19489399 0.35110 0.55210 0.09680 0 0 94363 94363 44393123 24227739 20165384 2183873 1888646 295227 11360290 9587410 1772880 6264357 3069278 3195079 25522933 REFUNDABLE GOVERNMENT LOANS 1436041 ASSET RETIREMENT OBLIGATION 104270 REFUNDABLE ADVANCE 75000 1615311 26637084 -106898 -106898 26743982 23382 9168223 9191605 35935587 32159060 0 32159060 23382 9168223 9191605 41350665 Part III, Line 4: fontbonne presents artwork throughout the library. Part V, Line 4: The University's endowment consists of 110 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 9,168,223. Part XII, Line 4b - Other Adjustments: financial aid netted against revenues on financial statements 9,168,223. 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. ASIA 14 143 RECRUITMENT OF QUALIFIED PROSPECTIVE STUDENTS recruitment/ADVERTISING 54991 Central America and the Caribbean 2 31 RECRUITMENT OF QUALIFIED PROSPECTIVE STUDENTS RECRUITMENT/ADVERTISING 2644 16 174 0 0 16 174 57635 0 57635 0 0 0 0 0 0 1 SCHOLARSHIPS TO STUDENTS 1583 10716831 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. 1,583 students received financial aid during the current fiscal year from a combination of all Sources (Federal, state and institutional). Of the 1,583 students receiving financial aid, 1,583 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) 152176 0 0 0 0 0 23995 0 1148 0 177319 0 0 0 J MICHAEL PRESSIMONE PRESIDENT 219959 0 0 0 0 0 13800 0 26463 0 260222 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 X 10 104774 FAIR MARKET VALUE 0 0 0 Form 990, Part VI, Section B, line 11 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. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.