2015-03-25T16:48:20-05:00 2014-05-31 BKD LLP 10001 REUNION PLACE SUITE 400 SAN ANTONIO TX 782164137 990 2013-06-01 741109631 Our Lady of the Lake University of San Antonio % MARTIN MATHIS OURL 2104346711 411 SW 24th Street Suite San Antonio TX 78207 Alan Klaus VP OF FINANCE AND FACILITIES 2015-03-17 John R Bruce CPA P00083353 2013 2016-03-07 17:11:31Z SR JANE ANN SLATER 411 SW 24TH STREET SAN ANTONIO TX 78207 71513253 false X WWW.OLLUSA.EDU X 1957 TX AS A CATHOLIC UNIVERSITY SPONSORED BY THE SISTERS OF DIVINE PROVIDENC SISTERS OF DIVINE PROVIDENCE, OUR LADY OF THE LAKE UNIVERSITY IS A COMMUNITY COMMITTED TO SERVE STUDENTS BY (CONTINUED ON SCHEDULE O) 29 29 1265 31 0 0 4122016 3457155 50085092 54601295 3046724 4554129 40581 66595 57294413 62679174 15675172 15116355 0 0 28331348 29502840 0 0 736983 13970218 19176786 57976738 63795981 -682325 -1116807 93201502 93749136 11698434 12174558 81503068 81574578 AS A CATHOLIC UNIVERSITY SPONSORED BY THE SISTERS OF DIVINE PROVIDENCE, OUR LADY OF THE LAKE UNIVERSITY IS A COMMUNITY WHOSE MEMBERS ARE COMMITTED TO SERVE STUDENTS BY: *ENSURING QUALITY, INNOVATIVE UNDERGRADUATE AND GRADUATE LEARNING EXPERIENCES, *FOSTERING SPIRITUAL, PERSONAL AND PROFESSIONAL GROWTH, AND *PREPARING STUDENTS FOR SUCCESS AND CONTINUED SERVICE. false false 54186595 15116355 54601295 OUR LADY OF THE LAKE UNIVERSITY OF SAN ANTONIO (UNIVERSITY) IS A PRIVATE, CATHOLIC, COEDUCATIONAL INSTITUTION OF MORE THAN 3,000 STUDENTS. IT WAS ESTABLISHED IN 1895 BY THE CONGREGATION OF DIVINE PROVIDENCE WHICH CONTINUES AS ITS SPONSORING ORGANIZATION. THE UNIVERSITY OFFERS 33 BACHELOR'S DEGREES, 14 MASTER'S DEGREES AND 2 DOCTORAL PROGRAMS. IN ADDITION TO DAYTIME, EVENING AND WEEKEND PROGRAMS AT ITS MAIN CAMPUS IN SAN ANTONIO, THE UNIVERSITY OPERATES UNDERGRADUATE AND GRADUATE WEEKEND COLLEGES FOR WORKING ADULTS IN HOUSTON, WITH DEGREES FROM LIBERAL ARTS TO BUSINESS. THE UNIVERSITY IS ACCREDITED BY THE COMMISSION ON COLLEGES OF THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS TO AWARD BACHELOR'S, MASTER'S AND DOCTORAL DEGREES. 54186595 true true false true false false false true false true true false false false true true false true true false false false false false false false false false true true false false false false false false false false false false false false false true true true false false true 201 0 true 1265 true false false false false false false false false false false X 29 29 true false false false false false false true true false false true true true true true false true true false X MARTIN MATHIS 2104346711 411 SW 24TH STREET SAN ANTONIO TX 782074689 ROY TERRACINA TRUSTEE 2.0 2.0 X 0 0 0 SR PEARL CEASAR CDP TRUSTEE 1.0 0.0 X 0 0 0 ED CROSS TRUSTEE 2.0 2.0 X 0 0 0 MICHAEL EDELMANN TRUSTEE 2.0 2.0 X 0 0 0 JACOB GARZA TRUSTEE 1.0 0.0 X 0 0 0 DAN BENNETT TRUSTEE 1.0 0.0 X 0 0 0 JANIE BARRERA TRUSTEE 1.0 0.0 X 0 0 0 REV ROBERT JEMERSON TRUSTEE 1.0 0.0 X 0 0 0 ZEDDIE BOWEN TRUSTEE 1.0 0.0 X 0 0 0 SCOTT MULLEN TRUSTEE 1.0 0.0 X 0 0 0 PAUL OLIVIER TRUSTEE 2.0 2.0 X 0 0 0 RUTH PINA TRUSTEE 1.0 0.0 X 0 0 0 SR L SUZANNE DANCER CDP TRUSTEE 1.0 0.0 X 0 0 0 ANDREW BORREGO TRUSTEE 1.0 0.0 X 0 0 0 SR ANN PETRUS CDP TRUSTEE 2.0 2.0 X 0 0 0 RONALD GABRIEL TRUSTEE 1.0 0.0 X 0 0 0 JAMIE GOODWIN TRUSTEE 1.0 0.0 X 0 0 0 CHRISTOPHER FASHEK TRUSTEE 1.0 0.0 X 0 0 0 STEVE O'DONNELL TRUSTEE 2.0 2.0 X 0 0 0 SR LOURDES LEAL CDP TRUSTEE 1.0 0.0 X 0 0 0 MARK STOLTZ TRUSTEE 1.0 2.0 X 0 0 0 PATTY DANIEL STOLTZ TRUSTEE 1.0 2.0 X 0 0 0 ZIAD SAWALHA TRUSTEE 1.0 0.0 X 0 0 0 BRUCE FLOHR PAST CHAIR EMERITUS 1.0 0.0 X 0 0 0 SR ANTOINETTE BILLEAUD TRUSTEE 1.0 2.0 X 0 0 0 RAJIV DAHIYA TRUSTEE 1.0 0.0 X 0 0 0 SR JANE ANN SLATER CDP PRESIDENT 40.0 2.0 X X 0 0 0 MICHAEL MARTEL TRUSTEE 1.0 0.0 X 0 0 0 GEORGE PERSON TRUSTEE 1.0 2.0 X 0 0 0 ESTEBAN RODRIGUEZ TRUSTEE 1.0 0.0 X 0 0 0 REEMA SHROFF TRUSTEE 1.0 0.0 X 0 0 0 ALLEN KLAUS VP FINANCE & FACILITIES 40.0 2.0 X 174257 0 24288 DR DWAYNE BANKS CHIEF OPERATING OFFICER 40.0 0.0 X 94299 0 8435 DR MARCHETA EVANS VP ACADEMIC AFFAIRS 40.0 0.0 X 81462 0 9337 JOE DECK CHIEF TECH OFFFICER 40.0 0.0 X 128688 0 9019 DANIEL YOXALL VP COMMUNICATION MARKETING 40.0 0.0 X 141056 0 27921 JEFFREY KANTOR CHIEF STRATEGY OFFICER 40.0 0.0 X 151288 0 10570 DR ABDUL KHAN FACULTY 40.0 0.0 X 136665 0 8865 DR MICHAEL LANEY DEAN ARTS & SCIENCE 40.0 0.0 X 126085 0 8822 DR ROBERT BISKING EX VICE PRESIDENT 42.0 0.0 X 190591 0 11634 DR TESSA POLLACK FORMER PRESIDENT 40.0 0.0 X 365025 0 12170 1589416 0 131061 24 true true false INTERED INC PO BOX 1230 MCCALL ID 836381230 ONLINE CONSULTING 123000 CAPTURE LLC 20 MARCO LAKE DR STE 8 MARCO ISLAND FL 341453644 COMPUTER DESIGN 355000 Deltak 1415 West 22nd Street OAK BROOK IL 605232023 STUDENT RECRUITMENT 3739442 5 1992577 1464578 3457155 Tuition and Fees 611600 51860002 51860002 Room Revenue 611600 1819354 1819354 Auxiliary Income 611710 785379 785379 PRIVATE SPONSORED CONTRACTS 611710 136560 136560 54601295 3709977 3709977 0 0 66595 66595 0 66595 66595 9678231 8834079 844152 844152 844152 0 0 0 0 62679174 54601295 4620724 0 15116355 15116355 0 0 825705 825705 303985 303985 23308447 20338917 2505313 464217 0 5064703 4075415 888437 100851 0 0 70018 70018 178854 178854 0 0 108563 108563 5050035 3154907 1880371 14757 1152630 954271 176806 21553 1379296 1136582 210584 32130 460344 361775 67029 31540 765 645 120 2536095 2139662 396433 774070 644495 119411 10164 0 0 254605 214806 39799 0 1978367 1669116 309251 91892 94054 -2162 Supplies 1345686 1128720 209127 7839 Professional Development 263986 185245 34322 44419 Special Events 507817 428437 79380 Repairs & Maintenance 2118303 1779152 329638 9513 905460 764041 141419 63795981 54186595 8872403 736983 1107138 451086 9374873 7555706 892947 516707 3587704 4817953 0 0 0 0 26005721 27018248 0 0 0 0 73164973 46849241 27265083 26315732 24934521 27039545 0 0 0 0 0 0 33515 34159 93201502 93749136 4277956 4944119 0 0 40034 8861 4570000 4005000 0 0 0 0 0 404701 0 0 2810444 2811877 11698434 12174558 X 62505654 62438264 11498025 11523207 7499389 7613107 81503068 81574578 93201502 93749136 -1116807 1188317 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 false 1000000 1000000 0 0 2000000 3000000 45279 40080 0 0 85359 250000 250000 0 0 500000 750000 0 0 false 24909364 319671 3535170 1642527 108563 27013115 22846793 337243 3329046 147820 1352306 103592 24909364 25102448 464408 -1230882 259540 1135770 93871 22846793 20908429 623136 5088811 275570 1143417 98941 25102448 21333012 573506 3111010 274551 3726008 108540 20908429 0.43500 0.28200 0.28300 false false 363956 363956 41754937 19077559 22677378 2089311 1587240 502071 24519434 22261173 2258261 4437335 3923269 514066 26315732 0 Students' Deposits 61900 Deposits held for others 199939 Gov. Adv for Student Loans 1490250 2811877 50178033 1188317 1188317 48989716 108563 13580895 13689458 62679174 50106523 50106523 108563 13580895 13689458 63795981 PART V, LINE 4 - INTENDED USE OF ENDOWMENT FUNDS INVEST ENDOWMENT DONATIONS AND BOARD DESIGNATED FUNDS TO SUPPORT UNIVERSITY OPERATIONS AND STUDENT SCHOLARSHIPS. PART XII, LINE 4B - OTHER AMOUNTS ON FORM 990 BUT NOT LINE 1 TUITION DISCOUNTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS BUT NOT ON FORM 990: 13,580,895 PART XIII, LINE 4B - OTHER AMOUNTS ON FORM 990 BUT NOT LINE 1 TUITION DISCOUNTS NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS BUT NOT ON FORM 990: 13,580,895 true true true true true true true false false false false false false false false true false true LINE 3 THE UNIVERSITY'S ADVERTISING MATERIALS PUBLICIZE AND DISCLOSE OUR NON-DISCRIMINATION POLICY. LINE 6A STUDENT FINANCIAL AID IS RECEIVED FROM THE FEDERAL GOVERNMENT. A COMPLETE LISTING OF FEDERAL GRANTS IS ON FILE AT OLLU AND IS AVAILABLE UPON REQUEST. true INSTITUTIONAL SCHOLARSHIPS - ACADEMIC & NEED BASED 2061 10884670 DISCOUNTS 416 2114158 FEDERAL CONTRACTS 144 291140 ENDOWED AND RESTRICTED SCHOLARSHIPS 378 713456 PART I, LINE 2 - PROCEDURES FOR MONITORING USE OF GRANT FUNDS SCHOLARSHIPS AND GRANTS ARE CREDITED TO THE STUDENTS ACCOUNT MAINTAINED WITH OLLU. X X X X X true false false false false false false false false DR ROBERT BISKING EX VICE PRESIDENT 190591 0 0 0 0 0 11634 0 0 0 202225 0 ALLEN KLAUS VP FINANCE & FACILITIES 174257 0 0 0 0 0 12938 0 11350 0 198545 0 DANIEL YOXALL VP COMMUNICATION MARKETING 141056 0 0 0 0 0 10852 0 17069 0 168977 0 JEFFREY KANTOR CHIEF STRATEGY OFFICER 151288 0 0 0 0 0 10570 0 0 0 161858 0 DR TESSA POLLACK FORMER PRESIDENT 365025 0 0 0 0 0 10310 0 1860 0 377195 0 PART I, QUESTION 4A - INDIVIDUAL RECEIVING SEVERANCE/CHANGE OF CONTROL PMT THE FORMER PRESIDENT, TESSA MARTINEZ POLLACK, SEPARATED FROM THE UNIVERSITY EFFECTIVE MARCH 1, 2013. SHE RECEIVED SEVERANCE PAY, INCLUDING BENEFITS, TOTALING $252,226.33 FOR THE 2013 CALENDAR YEAR. PART VI, LINE 2 - BUSINESS AND FAMILY RELATIONSHIPS TRUSTEE ED CROSS HAS A BUSINESS RELATIONSHIP WITH TRUSTEE MICHAEL EDELMANN. TRUSTEE GEROGE PERSON HAS A BUSINESS RELATIONSHIP WITH TRUSTEE ROY TERRACINA. TRUSTEE MARK STOLZ IS MARRIED TO TRUSTEE PATTY DANIEL STOLZ. PART VI, LINE 11B - REVIEW OF THE FORM 990 THE DRAFT OF FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND MADE AVAILABLE AT THE BOARD MEETING FOR ALL TRUSTEES TO REVIEW. PART VI, LINE 12C - MONITORING COMPLIANCE WITH CONFLICT OF INTEREST THE CONFLICT OF INTEREST POLICY IS E-MAILED TO ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES AND THE FORM IS SIGNED AND A COPY IS RETAINED BY THE UNIVERSITY. PART VI, LINE 15A - REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION THE BOARD THROUGH THE EXECUTIVE COMMITTEE REVIEWS AND SETS THE PRESIDENT'S SALARY USING COMPARABILITY DATA FROM CUPA(COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION). PART VI, LINE 15B - DETERMINING OTHER TOP MANAGEMENT COMPENSATION THE PRESIDENT REVIEWS COMPARABLE DATA AND DETERMINES TOP MANAGEMENT SALARIES. THE BOARD REVIEWS TOP MANAGEMENT SALARIES INCLUDED IN FORM 990. VICE PRESIDENT FOR ACADEMIC AFFAIRS AND HUMAN RESOURCES SETS OTHER FACILITY AND STAFF SALARIES USING COMPARABILITY DATA. PART VI, LINE 19 - AVAILABILITY OF DOCUMENTS DOCUMENTS ARE AVAILABLE UPON REQUEST OLLU MAIN BUILDING 411 SW 24TH STREET SAN ANTONIO TX 78207 271349237 SUPPORT TX 501(C)(3) 11A NA true false false false true false false false false false true true false false false false false false false OLLU MAIN BUILDING K 369658 FMV OLLU MAIN BUILDING D 764545 FMV PART V, LINE 2, COLUMN C - DETERMINATION OF VALUE OF SERVICES THE ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE THE VALUE OF SERVICES, CASH, AND OTHER ASSETS REPORTED ON SCHEDULE R, PART V, LINE 2 COLUMN C: ACTUAL RENT EXPENSE AND INTERCOMPANY PAYABLE BALANCES PER BOOKS.