2016-01-15T09:46:42-06:00 2015-05-31 560747981 DIXON HUGHES GOODMAN LLP 999 S SHADY GROVE RD STE 400 MEMPHIS TN 38120 990 2014-06-01 620476666 CHRISTIAN BROTHERS UNIVERSITY CHRI 9013213380 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 DAN WORTHAM VP-ADMINISTRATION & FINANCE 9013213380 2016-01-12 1 JOHN A MAY JR P00210965 9017613000 2016-01-12 2014 2016-04-25 22:37:26Z CAROLYN HEAD 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 55988317 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. 30 30 813 30 -76115 -73239 5040865 8220438 36023054 41307640 424226 277042 5195691 6103909 46683836 55909029 15258605 18155561 0 0 16316501 16781510 438837 288045 2189561 14938038 16954312 46951981 52179428 -268145 3729601 84019741 88635652 21351277 21339464 62668464 67296188 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 42820320 18155561 42825085 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. 42820320 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 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 1 813 1 0 0 0 0 1 1 1 1 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X TOM COCHRANCAROLYN HEAD 9013213381 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 MR H WAYNE BRAFFORD TRUSTEE 2.00 X 0 0 0 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 TRUSTEE 2.00 X 0 0 0 MR WILLIAM W GRAVES CHAIRMAN 2.00 X 0 0 0 MRS EMILY SAWYER GREER SECRETARY 2.00 X 0 0 0 BR BERNARD LOCOCO FSC TRUSTEE 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 DR MARGARET H WEST 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 DR JOHN SMARRELLI JR PRESIDENT OF THE UNIVERSIT 40.00 X 236097 0 31449 MS CAROLYN HEAD CFO, VP ADMIN & FINANCE 40.00 X 97738 0 16253 DR FRANK BUSCHER FORMER VP/ACADEMICS 40.00 X 114617 0 14791 DR ANNE KENWORTHY VP OF ENROLLMENT MGMT 40.00 X 102381 0 22801 MR STEPHEN R CRISMAN SR. VP OF ADVANCEMENT 40.00 X 133155 0 24659 DR JUAN OLABE-BASOGAIN PROFESSOR 40.00 X 110253 0 22954 DR SIRIPONG MALASRI DEAN, SCHOOL OF ENGINEERING 40.00 X 102961 0 22749 MR PASCAL BEDROSSIAN PROFESSOR 40.00 X 226447 0 30544 MR DAN WORTHAM FORMER VP/ADMIN & FINANCE 40.00 X 104322 0 4828 1227971 0 191028 8 1 1 0 TICUA BENEFIT CONSORTIUM P O BOX 9501 AMHERST NY 142269501 EMPLOYEE MEDICAL BENEFITS 1925656 ARAMARK CORPORATION-CAMPUS DINING 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 CAFETERIA SERVICES 1721557 CHRISTIAN BROTHERS EMPLOYEE RETIREMENT P 1205 WINDHAM PKWY ROMEOVILLE IL 60446 RETIREMENT SERVICES 854505 ARAMARK CORP- FACILITIES 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 GROUNDS/LANDSCAPING SERVICES 821813 CHRISTIAN BROTHERS RISK 1205 WINDHAM PKWY ROMEOVILLE IL 60446 WORKERS COMP/GENERAL INSURANCE 429719 24 231428 7989010 36890 8220438 TUITION AND FEES 611310 41307640 41307640 41307640 277042 277042 4468359 0 4468359 4468359 4468359 168328 79288 89040 89040 OTHER INCOME 611310 1517445 1517445 DORM SUPPORT SERVICES 611310 105180 105180 PASS-THROUGH 531390 -76115 -76115 1546510 55909029 42825085 -76115 4939621 18155561 18155561 436761 84912 214396 137453 14317508 13708813 608695 833529 833529 117836 117836 1075876 1075876 174563 171540 3023 87143 87143 288045 288045 12954 12954 5211977 1427439 3227319 557219 590519 290045 300474 954160 889667 64493 144489 122390 22099 1910875 139945 1770326 604 506754 432528 74226 118080 118080 734300 733850 450 2076516 2076516 2161080 390754 1770326 INSTITUTIONAL/STUDENT E 863459 846228 17231 MINOR EQUIPMENT 756561 748107 8454 OTHER EXPENSES 560628 366450 86633 107545 BAD DEBT EXPENSE 90254 90254 52179428 42820320 7169547 2189561 1277504 1531612 4251631 4838925 4931822 8791745 252204 800712 1708511 1527349 121097 105282 80767019 42593495 39567242 38173524 28364278 29234474 1102514 1102514 2442938 2529515 84019741 88635652 1732340 2039295 14630483 14084373 1277759 1327849 3710695 3887947 21351277 21339464 X 37491568 37858420 6280963 9007332 18895933 20430436 62668464 67296188 84019741 88635652 X 3729601 898116 7 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58500 1460504 X X 0 31704414 1466748 1346043 1213267 33303938 29399672 215270 3307402 1217930 31704414 26877561 140392 3582596 1200877 29399672 26708042 1879070 -485767 1223784 26877561 24795985 100284 3088152 1276379 26708042 0.36560 0.61350 0.02090 0 0 1105818 1105818 50663318 17853712 32809606 4556877 1955630 2601247 22616646 21335195 1281451 1824360 1448958 375402 38173524 STUDENT DEPOSITS 346064 UNEARNED TUITION AND FEES 888243 AMOUNTS HELD IN CUSTODY FOR OTHERS 466079 REFUNDABLE GOVERNMENT LOAN FUNDS 680920 DERIVATIVE INSTRUMENTS 1506641 3887947 38920945 898116 269361 1167477 37753468 18155561 18155561 55909029 34293221 269354 269354 34023867 18155561 18155561 52179428 PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 96 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 XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 79,288. ROUNDING 3. LOSS ON DERIVATIVE FINANCIAL INSTRUMENT 190,070. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION REMISSION NETTED WITH TUITION AND FEES REVENUE ON AUDITED FINANCIALS 18,155,561. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 79,288. ROUNDING -4. LOSS ON DERIVATIVE FINANCIAL INSTRUMENT 190,070. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION REMISSION NETTED WITH TUITION AND FEES REVENUE ON AUDITED FINANCIALS 18,155,561. 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 $2,502,934; SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT $88,655; FEDERAL WORK-STUDY $172,000; PERKINS LOAN PROGRAM $177,000; FEDERAL DIRECT LOAN PROGRAM $12,831,925; MINORITY INTERNATIONAL RESEARCH TRAINING GRANT $155,000. TOTAL EXPENDITURES OF FEDERAL AWARDS: $15,927,590. X X X X X X X 1 PURSUANT PO BOX 203421 DALLAS TX 753203421 PAYMENTS FOR CONSULTING SERVICES FOR CAPITAL CAMPAIGN. 0 0 288045 0 288045 TN BELL TOWER GALA 133575 133575 6029 39884 19111 TWILIGHT CROSS COUNTRY CLASSIC 24053 24053 4200 6317 1 10700 10700 2186 1561 168328 168328 12415 39884 26989 79288 89040 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS FOR CONSULTING SERVICES PRIOR TO BEGINNING OF CAPITAL CAMPAIGN. 1 INSTITUTIONAL SCHOLARSHIPS AND GRANTS 1083 17308053 TUITION REMISSIONS 56 716038 TUITION DISCOUNTS 60 131470 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 236097 0 0 0 0 0 15825 0 15624 0 267546 0 0 0 MR STEPHEN R CRISMAN SR. VP OF ADVANCEMENT 133155 0 0 0 0 0 9035 0 15624 0 157814 0 0 0 MR PASCAL BEDROSSIAN PROFESSOR 57188 0 169259 0 0 0 15262 0 15282 0 256991 0 0 0 MR DAN WORTHAM FORMER VP/ADMIN & FINANCE 55173 0 49149 0 0 0 4828 0 0 0 109150 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 938242 7836558 55118 7781440 0 0 1 1 B 570692 4766624 4766624 2011 1 0 1 1 C 406690 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 4 65865 COST X 23 5800 COST X MISCELLANEOUS 11 63995 COST 0 0 0 PART I, LINE 32B: SCHEDULE M, LINE 18 B: THERE WERE 4 CONTRIBUTIONS WHICH CONSISTED OF 217 COLLECTABLE BOOKS. FORM 990, PART VI, SECTION B, LINE 11 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 XI, LINE 9: TRANSFERS 2. ROUNDING 5. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED.