2016-05-16T18:17:04-05:00 2015-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2014-07-01 520591641 Notre Dame of Maryland University Inc % Barbara A Morris NOTR 4105325367 4701 N Charles Street Baltimore MD 212102404 BARBARA A MORRIS CONTROLLER 4105325367 2016-05-16 true Raymond LY P01205643 7032868000 2014 2016-08-17 19:52:53Z Marylou Yam 4701 N Charles Street Baltimore MD 212102404 59589420 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 1067 275 723086 6368220 5401885 45034831 45641055 2725732 2208863 0 0 54128783 53251803 8356339 9269025 0 0 26858231 27555619 0 0 1351247 17990876 20376851 53205446 57201495 923337 -3949692 152842421 149439082 42540736 43339022 110301685 106100060 X NOTRE DAME OF MARYLAND UNIVERSITY EDUCATES WOMEN AS LEADERS TO TRANSFORM THE WORLD. EMBRACING THE VISION OF THE FOUNDERS, THE SCHOOL SISTERS OF NOTRE DAME, THE UNIVERSITY PROVIDES A LIBERAL ARTS EDUCATION IN THE CATHOLIC TRADITION. DISTINCTIVE UNDERGRADUATE AND GRADUATE PROGRAMS CHALLENGE WOMEN AND MEN TO STRIVE FOR INTELLECTUAL AND PROFESSIONAL EXCELLENCE, TO BUILD INCLUSIVE COMMUNITIES, TO ENGAGE IN SERVICE TO OTHERS, AND TO PROMOTE SOCIAL RESPONSIBILITY. false false 30288009 41308963 HIGHER EDUCATION: EDUCATION OF STUDENTS 9269025 9269025 SCHOLARSHIP PROGRAMS: STUDENT AID 2578160 4111005 AUXILIARY ENTERPRISES INCLUDE ROOM AND BOARD, USE OF FACILITIES, AND "A CHILD'S PLACE" AN INTERNATIONAL PRE-SCHOOL AND KINDERGARTEN. 42135194 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 4028 0 true 1067 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 Stanton G Ades 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, Secretary 5.0 0.0 X 0 0 0 Patricia Hillman Trustee 5.0 0.0 X 0 0 0 Brenda L Jews Trustee, Vice Chair 5.0 0.0 X 0 0 0 Marion I Knott 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 Helen M Passano 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 Joan Develin Coley President 50.0 0.0 X 165116 0 27410 John Keenan VP for Fin & Admin 50.0 0.0 X 131538 0 434 Patricia Bosse VP for Instit Advancement 50.0 0.0 X 192896 0 30493 Christine DeVinne VP for Academic Affairs 50.0 0.0 X 0 0 20113 Heidi Fletcher VP for Enrollment Management 50.0 0.0 X 147171 0 15721 Rebecca Sawyer VP for Student Life 50.0 0.0 X 127500 0 9379 Eileen O'Dea SSND VP for Mission 50.0 0.0 X 0 0 11255 Marylou Yam President 50.0 0.0 X 148156 0 13214 Anne Lin Dean - School of Pharmacy 50.0 0.0 X 230528 0 50629 Katherine Cook Dean of School of Nursing 50.0 0.0 X 146124 0 18099 James Culhane Professor 50.0 0.0 X 137903 0 36867 Michelle Fritsch Professor 50.0 0.0 X 149568 0 37997 Paul Vitale Professor 50.0 0.0 X 139925 0 25998 James Conneely Former President 0.0 0.0 X 119136 0 23087 1835561 0 320696 16 true true false Whiting-Turner Construction Company PO Box 17596 Baltimore MD 21297 Construction 2316159 Sage Dining Services 1402 York Road Suite 100 Lurtherville MD 21093 Dining Services 2355584 Acme Paper and supply Company 8229 Sandy Court Savage MD 20763 Equipmt-Dining Hall 296217 Ellucian 4375 Fair Lakes Court Fairfax VA 22033 Maintenance Agrmt 266983 Weber Shandwick Inc 2809 Boston Street 8 Baltimore MD 21224 Public Relations 212963 8 3492708 1909177 5401885 Tuition & Fees 900099 41530050 41530050 Auxiliary Enterprises 900099 4111005 3889918 221087 45641055 2811781 501999 2309782 0 0 0 0 0 5734699 6337617 -602918 -602918 -602918 0 0 0 0 53251803 45419968 723086 1706864 0 9269025 9269025 0 0 1244320 283002 835318 126000 0 20888277 16053022 4064146 771109 975867 647971 309733 18163 2980932 1768616 1131601 80715 1466223 1088918 317681 59624 0 101731 101731 125100 125100 17346 17346 0 73386 73386 253493 132097 115103 6293 640149 640149 1777315 940825 758245 78245 275867 114474 161393 0 1783511 118487 1665024 233245 184535 45272 3438 0 292003 234019 50821 7163 1369646 1369646 0 4096343 4096343 76703 5347 71356 Contracted Services 2972720 504424 2369196 99100 Expense from 3rd Party Grants 1973683 1973683 Food Services 1357743 1357743 Library 914528 914528 2042339 438340 1502602 101397 57201495 42135194 13715054 1351247 3021261 0 1700478 1700478 1907651 1511779 6225923 6492946 0 0 0 0 0 0 102436 95751 691742 644616 151049198 68444873 83137662 82604325 0 0 38980248 39303723 1227243 1262243 0 0 15847777 15823221 152842421 149439082 3729098 3071056 1114754 682877 2352261 1995622 30890000 30020000 0 0 0 0 1900000 1900000 1233134 4396379 1321489 1273088 42540736 43339022 X 67257376 62771543 13549615 13582516 29494694 29746001 110301685 106100060 152842421 149439082 X -3949692 -300763 73386 -24556 X false true X true true true X 5572306 4861163 7801873 6368220 3851734 28455296 0 0 5572306 4861163 7801873 6368220 3851734 28455296 0 28455296 5208463 -314204 731289 2354503 1883544 9863595 3627 -93649 -61403 20144 -131281 0 38187610 0.74514 0.80060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 17346 17346 false OTHER ACTIVITIES, SCHEDULE C, PART II-B, LINE 1I The University retained Lobbyit.com LLC to lobby on the University's behalf for Federal grants for the University's School of Pharmacy, School of Education, and School of Nursing programs. Total retainer paid for FY 2014-2015 $17,346. Additionally, the University is a member of the Maryland Independent College and University Association (MICUA). MICUA advised the University that an estimated 16% of dues paid for FY 2014-2015 is allocated to nondeductible lobbying and political expenditures under Section 162(e). Total dues for FY 2014-2015 = $52,614. 16% = $8,418. 38980248 582613 1386841 1645979 39303723 33819886 1409198 5321062 1569898 38980248 31370925 436775 3517185 1504999 33819886 32628656 132420 118912 1509063 31370925 28075043 635099 5599635 1681121 32628656 0.35762 0.31464 0.32773 false false 678276 678276 54076312 19734746 34341566 78921564 35784609 43136955 17373046 12925518 4447528 82604325 ALTERNATIVE INVESTMENTS 15319474 F EQUITY MUTUAL FUNDS 19113309 F FIXED INCOME SECURITIES 3520568 F SHORT TERM INVESTMENTS 1350372 F 39303723 INT IN KNOTT PERPETUAL TRUST 15823221 15823221 0 REFUNDABLE ADVANCES FROM US GO 1273088 1273088 X 52951040 -300763 -300763 53251803 53251803 47859084 47859084 73386 9269025 9342411 57201495 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 accounts for uncertain tax positions, if any, in accordance with Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 740, Income Taxes. No provision for income taxes was required for 2015 or 2014. 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 XII, LINE 4B FINANCIAL AID $9,269,025 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 73972 Sub-Saharan Africa Program Services Study Abroad Expenses 7648 East Asia and the Pacific Program Services Study Abroad Expenses 14850 Europe (Including Iceland and Greenland) Investments 2594043 East Asia and the Pacific Investments 1451228 North America Investments 1995223 South America Investments 1981138 8118102 8118102 true false true true true false true Financial Aid 1,417 9269025 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 true false false false false false false false false Joan Develin Coley President 139416 0 24500 0 1200 0 23000 0 4410 0 192526 0 0 0 James Conneely Former President 0 0 0 0 119136 0 11560 0 11527 0 142223 0 0 0 Patricia Bosse VP for Instit Advancement 186896 0 0 0 6000 0 8064 0 22429 0 223389 0 0 0 Heidi Fletcher VP for Enrollment Management 147171 0 0 0 0 0 7453 0 8268 0 162892 0 0 0 Anne Lin Dean - School of Pharmacy 230528 0 0 0 0 0 28445 0 22184 0 281157 0 0 0 Marylou Yam President 143956 0 0 0 4200 0 8588 0 4626 0 161370 0 0 0 Katherine Cook Dean of School of Nursing 146124 0 0 0 0 0 0 0 0 146124 0 0 0 James Culhane Professor 137903 0 0 0 0 0 0 0 0 137903 0 0 0 Michelle Fritsch Professor 149568 0 0 0 0 0 15814 0 22183 0 187565 0 0 0 Paul Vitale Professor 139925 0 0 0 0 0 9359 0 16639 0 165923 0 0 0 Housing Allowance or Residence 1) The President, Joan Develin Coley, The president received a $1,200 vehicle allowance. The allowances are reflected in her W-2. 2) 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 $4,200 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 $6,000 vehicle allowance. The allowance is reflected in her W-2. 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. Severance Payment Schedule J, Part 1, Line 4a James Conneely received severance of $119,136 A MD HEALTH & HIGHER EDUC FACILITIES AUTH 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 persons" and the "duty to disclosure" and examples 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. $24,556 100 ST ALBANS LLC 1 Murray Hill Circle BALTIMORE MD 21212 520591641 HOLDING CO MD 1933995 MDMU 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