2015-05-14T09:57:30-05:00 2014-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2013-07-01 520591641 Notre Dame of Maryland University % Barbara A Morris NOTR 4105325367 4701 N Charles Street Suite Baltimore MD 212102404 DEBORAH ASBURY CFO 4105325367 2015-05-13 true Raymond LY P01205643 4105325367 2013 2016-02-25 16:41:14Z Marylou Yam 4701 N Charles Street Baltimore MD 212102404 62812676 false 0928 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. 33 32 1020 331 273142 7801873 6368220 44789330 45034831 1434803 2725732 0 0 54026006 54128783 7970087 8356339 0 0 25583864 26858231 0 0 1097744 15506945 17990876 49060896 53205446 4965110 923337 148331427 152842421 44098085 42540736 104233342 110301685 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 21396240 41049047 HIGHER EDUCATION: EDUCATION OF STUDENTS 8356339 8356339 SCHOLARSHIP PROGRAMS: STUDENT AID 2441452 3985784 AUXILIARY ENTERPRISES INCLUDE ROOM AND BOARD, USE OF FACILITIES, AND "A CHILD'S PLACE" AN INTERNATIONAL PRE-SCHOOL AND KINDERGARTEN. 7032529 39226560 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 true false false false false true true false false false true 4139 0 true 1020 true true true false false false false false false false false false X 33 32 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 Marc P Blum 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 Joseph J Curran Jr Trustee 5.0 0.0 X 0 0 0 Joan Davidson Trustee 5.0 0.0 X 0 0 0 Donna C Easton 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 Taylor L Foss Trustee 5.0 0.0 X 0 0 0 Kathryn B Freeland Trustee 5.0 0.0 X 0 0 0 Patricia Hillman Trustee 5.0 0.0 X 0 0 0 Brenda L Jews Trustee 5.0 0.0 X 0 0 0 Irene M Keeley Trustee 5.0 0.0 X 0 0 0 Marion I Knott Trustee 5.0 0.0 X 0 0 0 Robert R Manfredi Trustee 5.0 0.0 X 0 0 0 Patricia M McCarron SSND Trustee 5.0 0.0 X 0 0 0 Nancy E McColgan Trustee 5.0 0.0 X 0 0 0 Patricia J Mitchell 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 Frank R Palmer 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 John C Smyth Trustee 5.0 0.0 X 0 0 0 Mary Ian Stewart SSND Trustee 5.0 0.0 X 0 0 0 John K Tolmie Trustee 5.0 0.0 X 0 0 0 J Scott Wilfong Trustee 5.0 0.0 X 0 0 0 Barbara H Wolf Trustee 5.0 0.0 X 0 0 0 Angela Sherman Faculty Representative 5.0 0.0 X 0 0 0 Lynette Hodge Student Representative 5.0 0.0 X 0 0 0 James W Constable Ex Officio 5.0 0.0 X 0 0 0 Joan Develin Coley President (8-12 thru 6-30-14) 50.0 0.0 X 108039 0 9295 James Conneely President ( 7-1 thru 8-12-13) 50.0 0.0 X 316155 0 53392 Deanna McCormick VP for Fin & Admin end 3-28-14 50.0 0.0 X 180000 0 18436 John J Keenan VP for Fin & Admin beg 3-31-14 50.0 0.0 X 0 0 95 Patricia Boose VP for Instit Advancment 50.0 0.0 X 277170 0 33213 Christine DeVinne VP for Academic Affairs 50.0 0.0 X 0 0 20496 Heidi Fletcher VP for Enrollment Management 50.0 0.0 X 196121 0 16949 Rebecca Sawyer VP for Student Life 50.0 0.0 X 120000 0 17781 Eileen O'Dea SSND VP for Mission 50.0 0.0 X 0 0 11799 Anne Lin Dean - School of Pharmacy 50.0 0.0 X 304326 0 59497 Michelle Fritsch Professor 50.0 0.0 X 146373 0 37404 James Culhane Professor 50.0 0.0 X 135455 0 37458 Katherine Cook Professor 50.0 0.0 X 138522 0 22347 Valerie Hogue Assoc Dean - School of Pharmcy 50.0 0.0 X 137160 0 29468 2059321 0 367630 25 false true false Whiting-Turner Construction Company PO Box 17596 Baltimore MD 21297 Construction 4544350 Sage Dining Services 1402 York Road Suite 100 Lurtherville MD 21093 Dining Services 1730402 American Office 309 N Calvert Street Baltimore MD 21202 Furniture 432685 Ellucian 4375 Fair Lakes Court Fairfax VA 22033 Maintenance Agrmt 269366 Weber Shandwick Inc 2809 Boston St 8 BALTIMORE MD 21224 Public Relations 206576 23 2867433 3500787 6368220 Tuition & Fees 900099 41049047 41049047 Auxiliary Enterprises 900099 3985784 3704946 204057 76781 45034831 2423588 69085 2354503 0 0 0 0 0 8986037 8683893 302144 302144 302144 0 0 0 0 54128783 44753993 273142 2733428 0 8356339 8356339 0 0 1342958 273900 948841 120217 0 20265411 15609103 4170222 486086 907277 601154 280406 25717 2876362 1642812 1149752 83798 1466223 1088918 322188 55117 0 50420 50420 94650 94650 44358 44358 0 65717 65717 0 808748 808748 1479165 754806 659937 64422 236391 94556 141835 0 1788836 147909 1640927 218713 170024 38849 9840 0 254798 183335 64393 7070 1391197 1391197 0 3605010 3605010 45170 3196 41974 Contracted Services 2508479 512535 1905942 90002 Expense from 3rd Party Grants 1364491 1364491 Food Services 1161332 1161332 Library 882166 882166 1991235 575029 1260731 155475 53205446 39226560 12881142 1097744 3850994 3021261 4250611 1700478 4715870 1907651 6025200 6225923 0 0 0 0 0 0 72234 102436 764218 691742 147486192 64348530 79842156 83137662 0 0 33819886 38980248 1269436 1227243 0 0 13720822 15847777 148331427 152842421 5457175 3729098 991402 1114754 1903967 2352261 31735000 30890000 0 0 0 0 1900000 1900000 733592 1233134 1376949 1321489 44098085 42540736 X 63554415 67257376 15946584 13549615 24732343 29494694 104233342 110301685 148331427 152842421 X 923337 2952334 65717 2126955 X false true X true true true X 9540526 5572306 4861163 7801873 6368220 34144088 0 0 9540526 5572306 4861163 7801873 6368220 34144088 0 34144088 653465 5208463 -314204 731289 2354503 8633516 3627 -93649 -61403 20144 -131281 0 42646323 0.80063 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 44358 44358 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 2013-2014 $44,358. 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 2013-2014 is allocated to nondeductible lobbying and political expenditures under Section 162(e). Total dues for FY 2013-2014 = $52,614. 16% = $8,418. 33819886 1409198 5321062 1569898 38980248 31370925 436775 3517185 1504999 33819886 32628656 132420 118912 1509063 31370925 28075043 635099 5599635 1681121 32628656 26321018 860758 2707278 1814011 28075043 0.36835 0.31858 0.31307 false false 678276 678276 50784814 18492675 32292139 70876012 31958451 38917561 16806051 12310152 4495899 8341039 1587252 6753787 83137662 ALTERNATIVE INVESTMENTS 17555397 F EQUITY MUTUAL FUNDS 16518389 F FIXED INCOME SECURITIES 3476786 F CASH & SHORT TERM INVESTMENTS 1429676 F 38980248 INT IN KNOTT PERPETUAL TRUST 15847777 15847777 0 REFUNDABLE ADVANCES FROM US GO 1321489 1321489 X 57081117 2952334 2952334 54128783 54128783 44783390 44783390 65717 8356339 8422056 53205446 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 2014 or 2013. 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. Other Expense Adjustments Other Expense Adjustments, Schedule D, Part XII, Line 4b Student Financial Aid $8,356,339. 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 on 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 FTE headcount. Europe (Including Iceland and Greenland) Program Services Study Abroad Expenses 166618 166618 166618 true false true true true false true Financial Aid 1353 8356339 N/A N/A Form Sch I Part I Line 2 Procedures for monitoring use of grant funds. 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 she 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 James Conneely President ( 7-1 thru 8-12-13) 136401 0 7350 0 172404 0 29589 0 23803 0 369547 0 0 0 Deanna McCormick VP for Fin & Admin end 3-28-14 180000 0 0 0 0 0 9000 0 9436 0 198436 0 0 0 Patricia Boose VP for Instit Advancment 192170 0 85000 0 0 0 8015 0 25198 0 310383 0 0 0 Heidi Fletcher VP for Enrollment Management 146121 0 50000 0 0 0 7395 0 9554 0 213070 0 0 0 Anne Lin Dean - School of Pharmacy 229326 0 75000 0 0 0 28265 0 31232 0 363823 0 0 0 Michelle Fritsch Professor 146373 0 0 0 0 0 15504 0 21900 0 183777 0 0 0 James Culhane Professor 135455 0 0 0 0 0 15630 0 21828 0 172913 0 0 0 Katherine Cook Professor 138522 0 0 0 0 0 14280 0 8067 0 160869 0 0 0 Valerie Hogue Assoc Dean - School of Pharmcy 137160 0 0 0 0 0 7640 0 21828 0 166628 0 0 0 Housing Allowance or Residence 1) The President, Joan Develin Coley, is provided university housing as a condition of her employment, the housing is valued at $28,316. The president received a $6,000 vehicle allowance. The allowances are reflected in her W-2. 2) The President of the University, James Conneely, is provided a $24,000 housing allowance and a $8,000 vehicle allowance. The allowances are reflected in his 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 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 $140,404 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 WHITING-TURNER CONSTRUCTION COMPANY SEE SUPPLEMENTAL INFO. 4720024 SEE SUPPLEMENTAL INFO. false Form Sch L Part IV Relationship between Interested Person and the Organization. Frank R. Palmer, a director of the University, is a VP of Whiting-Turner Construction Company. Description of Transaction. Payments for capital construction on the university's campus. 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, review 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. Other changes in Net Assets. Change in value of Perpetual Trust $2,126,955. 100 ST ALBANS LLC 1 Murray Hill Circle BALTIMORE MD 21212 520591641 HOLDING CO MD 1683745 NDMU 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