2016-02-11T14:11:23-06:00 2015-06-30 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2014-07-01 430694556 FONTBONNE UNIVERSITY FONT 3148623456 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 J MICHAEL PRESSIMONE PRESIDENT 3148623456 2016-02-11 1 KIMBERLY A RYAN P00829977 3142903300 2014 2016-08-17 19:52:53Z J MICHAEL PRESSIMONE 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 39795281 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. 25 25 875 100 0 0 2256382 2001654 35075173 32909696 2466757 555274 203746 177731 40002058 35644355 9695934 9455894 0 0 19832626 18846483 0 0 1586910 11116510 11140661 40645070 39443038 -643012 -3798683 60679110 56144938 16234072 15455941 44445038 40688997 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 28733569 9455894 32909696 FONTBONNE IS AN ACCREDITED UNIVERSITY THAT OFFERS UNDERGRADUATEAND GRADUATE DEGREE PROGRAMS, WHICH ALSO PROVIDES AUXILIARYSERVICES SUCH AS DORMITORIES, DINING HALL AND A BOOK STORE FOR THECONVENIENCE OF ITS STUDENTS AND FACULTY. TOTAL BENEFITTED (AVERAGEFTE) = 1,450 28733569 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 2382 0 1 875 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 1 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 DARRYL T JONES 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 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 KATHLEEN MCELLIGOT TRUSTEE 1.00 X 0 0 0 DANIEL V TWARDOWSKI TRUSTEE 1.00 X 0 0 0 SUZANNE WESLEY CSJ TRUSTEE 1.00 X 0 0 0 ANN PACE CSJ 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 CHIP WALKER 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 GARY E KROSCH TRUSTEE 1.00 X 0 0 0 DR DENNIS C GOLDEN FORMER PRESIDENT 40.00 X 371429 0 21914 DR GREGORY F TAYLOR EXECUTIVE VICE PRESIDENT 40.00 X 294148 0 27614 DR GARY L ZACK VP FIN. & ADMIN (CFO) 40.00 X 290163 0 23852 J MICHAEL PRESSIMONE PRESIDENT 40.00 X 110219 0 17655 MARK L FRANZ VP INFORMATION TECHNOLOGY 40.00 X 107699 0 26220 GALE BORKOWSKI RICE FACULTY 40.00 X 117225 0 15575 ROBERT LOECHNER VP ADVANCEMENT 40.00 X 109830 0 12880 LINDA MAGRATH FACULTY 40.00 X 114050 0 7746 SUZANNE SWOPE VP ENROLL MGT. 40.00 X 132595 0 19112 1647358 0 172568 9 0 1 0 AMERISERVE 200 E WALNUT COLUMBIA MO 65203 FOOD SERVICE 780977 ADVERTISING SAVANTS INC 2100 LOCUST STREET SAINT LOUIS MO 63103 ADVERTISING 653840 RUFFALOCODY PO BOX 718 DES MOINES IA 50303 CONSULTING 387145 GREENSFELDER HEMKER & GALE PC 10 SOUTH BROADWAY SUITE 2000 SAINT LOUIS MO 63102 LEGAL 153217 HUNTLEIGH TRANSPORTATION 820 ROSEDALE AVENUE SAINT LOUIS MO 63112 TRANSPORTATION 148642 7 750418 1251236 64429 2001654 TUITION AND FEES 611310 30526094 30526094 AUXILIARY SERVICES 611310 2383602 2383602 32909696 546480 546480 42534 2367 40167 40167 40167 4157353 4148559 8794 8794 8794 137564 137564 137564 35644355 33047260 0 595441 9455894 9455894 1144419 315424 775348 53647 14769308 10054325 4112038 602945 424780 328625 93610 2545 1409718 1003295 352781 53642 1098258 783691 267942 46625 154481 154481 74234 74234 24932 24932 50068 50068 1590919 69986 1060358 460575 2253553 1450162 726365 77026 470184 293446 176738 601522 590164 11358 363200 310240 45432 7528 65936 47542 17749 645 560774 560774 2214723 2071787 142936 362507 45650 316857 FOOD SERVICE 670536 670536 EQUIPMENT RENTAL & MAIN 497812 189092 306317 2403 OTHER EXPENSES 334949 106988 117816 110145 ATHLETIC PROGRAMS 321985 189457 132528 528346 196491 295199 36656 39443038 28733569 9122559 1586910 4981327 4021003 750804 507543 944990 1014898 1097166 1084579 62711781 36430608 27457785 26281173 22819896 20777643 1437256 1284702 1189886 1173397 60679110 56144938 1420984 1482735 2079705 2064084 10290000 9940000 2443383 1969122 16234072 15455941 X 30346308 27631155 4661268 3413605 9437462 9644237 44445038 40688997 60679110 56144938 -3798683 42642 0 X X 0 1 X 1 1 1 X 1963602 3257368 2733755 2256382 2001654 12212761 1963602 3257368 2733755 2256382 2001654 12212761 958105 11254656 674844 528842 589592 825134 589008 3207420 305865 173576 137126 70800 687367 16107548 181236835 0.69870 0.69080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2010 AMOUNT: $ 226,396. 2011 AMOUNT: $ 117,132. 2012 AMOUNT: $ 126,426. SPECIAL EVENTS - 2010 AMOUNT: $ 79,469. 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 22145461 196539 982052 4113618 19210434 20107980 368218 2681745 1012482 22145461 19489399 196676 1175186 753281 20107980 20270577 444723 -495402 730499 19489399 17389795 270986 2927214 317418 20270577 0.40310 0.49750 0.09940 0 0 94363 94363 44346449 22732621 21613828 2037698 1723969 313729 10448905 9123016 1325889 5784366 2851002 2933364 26281173 REFUNDABLE GOVERNMENT LOANS 1776694 ASSET RETIREMENT OBLIGATION 104928 REFUNDABLE ADVANCE 87500 1969122 27627854 42642 42642 27585212 24933 8034210 8059143 35644355 31383895 0 31383895 24933 8034210 8059143 39443038 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 8,034,210. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS 8,034,210. 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 0 1 RECRUITMENT OF QUALIFIED PROSPECTIVE STUDENTS RECRUITMENT 77846 0 1 0 0 0 1 77846 0 77846 0 0 0 0 0 0 1 SCHOLARSHIPS TO STUDENTS 1555 9455894 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. 1,555 STUDENTS RECEIVED FINANCIAL AID DURING THE CURRENT FISCAL YEAR FROM A COMBINATION OF ALL SOURCES (FEDERAL, STATE AND INSTITUTIONAL). OF THE 1,555 STUDENTS RECEIVING FINANCIAL AID, 1,555 RECEIVED FUNDING FROM INSTITUTIONAL SOURCES. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 DR DENNIS C GOLDEN FORMER PRESIDENT 370758 0 0 0 671 0 8438 0 13475 0 393342 0 220000 0 DR GREGORY F TAYLOR EXECUTIVE VICE PRESIDENT 293571 0 0 0 577 0 10165 0 17449 0 321762 0 124600 0 DR GARY L ZACK VP FIN. & ADMIN (CFO) 289631 0 0 0 532 0 22968 0 884 0 314015 0 124600 0 SUZANNE SWOPE VP ENROLL MGT. 132293 0 0 0 302 0 9226 0 9886 0 151707 0 0 0 PART I, LINE 4B THE UNIVERSITY HAS ESTABLISHED A SUPPLEMENTAL INELIGIBLE DEFERRED COMPENSATION PLAN (DESCRIBED IN SECTION 457(F) OF THE INTERNAL REVENUE CODE) FOR CERTAIN MEMBERS OF THE EXECUTIVE TEAM. CONTRIBUTIONS MADE TO THE PLAN IN THE PRIOR FISCAL YEARS WERE HELD IN A SEGREGATED INVESTMENT ACCOUNT BY THE UNIVERSITY. DURING THE CURRENT FISCAL YEAR AND IN ACCORDANCE WITH THE PLAN, THE AMOUNTS WERE DISBURSED TO THE PLAN PARTICIPANTS. PURSUANT TO IRS REGULATIONS, THESE AMOUNTS REPORTED AS INCOME TO THE PARTICIPANTS ON THEIR INDIVIDUAL FORM W-2 FOR THE 2014 CALENDAR YEAR. NO ADDITIONAL DEFERRED COMPENSATION AMOUNTS WERE EARNED OR AWARDED DURING THE CURRENT FISCAL YEAR. 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 11 64429 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SUZANNE WESLEY, A TRUSTEE OF THE BOARD, SERVES ON THE PROVINCE LEADERSHIP COMMITTEE OF THE SISTERS OF ST. JOSEPH OF CARONDOLET (CSJ). THEREFORE, SHE HAS A BUSINESS RELATIONSHIP WITH THE OTHER SISTERS OF CSJ. THE FOLLOWING SISTERS OF CSJ SERVE ON THE FONTBONNE BOARD OF TRUSTEES WITH SUZANNE WESLEY. MARIE JOAN HARRIS, CSJ JEAN DEBLOIS, CSJ KATHERINE HANLEY, CSJ ELIZABETH A. LEIWE, CSJ MARY MARGARET LAZIO, CSJ BARBARA JENNINGS, CSJ ANN PACE, CSJ 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR ITS SELECTION PROCESS DURING THE TAX YEAR.