2015-03-12T11:01:53-05:00 2014-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2013-07-01 440617326 Avila University % PAUL BOOKMEYER AVIL 8169428400 11901 Wornall Road Suite Kansas City MO 64145 PAUL BOOKMEYER VP FINANCE & ADMIN SERVICES 8169428400 2015-05-15 true Kevin Ensminger CPA P01310558 8169428400 2013 2016-03-07 17:11:31Z RONALD SLEPITZA 11901 Wornall Road Kansas City MO 64145 48872167 false 0928 X www.avila.edu X 1916 MO AVILA UNIVERSITY IS A VALUES-BASED COMMUNITY OF LEARNING PROVIDING EDUCATION TO PREPARE STUDENTS FOR RESPONSIBLE LIFELONG CONTRIBUTIONS TO THE GLOBAL COMMUNITY. 21 21 892 200 0 0 6123148 5310717 32861883 34808312 307040 727200 1560613 1244947 40852684 42091176 11005942 11597594 0 0 16059213 17071191 64740 0 1075902 10449299 10669578 37579194 39338363 3273490 2752813 51138251 54958820 26021654 26498687 25116597 28460133 X SEE SCHEDULE O false false 32522260 11597594 34808312 AVILA IS AN ACCREDITED FOUR-YEAR UNIVERSITY SERVING APPROXIMATELY 1,900 STUDENTS. IT IS A VALUE-BASED COMMUNITY OF LEARNING PROVIDING LIBERAL ARTS, PROFESSIONAL, UNDERGRADUATE, AND GRADUATE EDUCATION. IT CURRENTLY OFFERS A MASTER'S IN BUSINESS, EDUCATION, PSYCHOLOGY, ORGANIZATIONAL DEVELOPMENT AND THE REGION'S FIRST MASTERS DEGREE IN MANAGEMENT WITH AN EMPHASIS IN FUNDRAISING. 32522260 true true false false false false false false false true true false false false true false true false true false true false false false true false false false true true true false false false false false false false false false false true false false false false false false false false true 2546 0 true 892 true false false false false false true true false false false false X 21 21 false false false false false true false true true false false true true true true true true true false false MO X PAUL BOOKMEYER 8165012487 11901 WORNALL ROAD KANSAS CITY MO 64145 SR PATRICIA CLUNE TRUSTEE 1.0 X 0 0 0 MR STEPHEN D DUNN TRUSTEE 1.0 X 0 0 0 MR JOSEPH T FAHEY TRUSTEE/VICE CHAIR 1.0 X X 0 0 0 MR BRAD HUNT TRUSTEE 1.0 X 0 0 0 MR DAVID W FRANTZE TRUSTEE 1.0 X 0 0 0 MR TOM FREEMAN TRUSTEE 1.0 X 0 0 0 MS NANCY H BLATTNER TRUSTEE 1.0 X 0 0 0 SR PAULETTE GLADIS CSJ TRUSTEE 1.0 X 0 0 0 MR KEN HAGER TRUSTEE 1.0 X 0 0 0 MR ROBERT T HUNTER TRUSTEE/CHAIR 1.0 X X 0 0 0 SR PATRICIA A LORENZ CSJ TRUSTEE 1.0 X 0 0 0 SR SHAWN MADIGAN CSJ TRUSTEE 1.0 X 0 0 0 MR DAVID D KERR TRUSTEE 1.0 X 0 0 0 MS JEANNE HAMILTON OLOFSON TRUSTEE 1.0 X 0 0 0 MS LEE ROBBEN TRUSTEE 1.0 X 0 0 0 SR RITA MARIE SCHMITZ CSJ TRUSTEE 1.0 X 0 0 0 MR MARK C THOMPSON TRUSTEE 1.0 X 0 0 0 MR RICK WELLER TRUSTEE/TREASURER 1.0 X X 0 0 0 SR MARY FRANCES JOHNSON CSJ TRUSTEE 1.0 X 0 0 0 MS CHRISTINE OJILE TRUSTEE/SECRETARY 1.0 X X 0 0 0 MS ANA VALDEZ TRUSTEE 1.0 X 0 0 0 MR RONALD SLEPITZA PRESIDENT 40.0 X 319304 0 51913 MR PAUL BOOKMEYER VP FINANCE AND ADMIN SERVICES 40.0 X 122549 0 25808 SR MARIE JOAN HARRIS CSJ VP ACADEMIC AFFAIRS & PROVOST 40.0 X 132550 0 19479 MR RICHARD WOODALL FACULTY 40.0 X 113311 0 14146 MS SUE KING VICE PROVOST & VP INFO SYSTEMS 40.0 X 112608 0 14571 MS ANGIE HEER VP ADVANCEMENT 40.0 X 152669 0 19297 MR BRANDON JOHNSON VP FOR ENROLLMENT MANAGEMENT 40.0 X 113642 0 22087 1066633 0 167301 8 false true false GREAT WESTERN DINING SERVICE INC FOOD SERVICE 934566 SERVICE PLUS CLEANING SERVICE 284912 ALEXANDER OPEN SYSTEMS TECHNOLOGY SERVICE 205424 PUENTE MARKETING COMMUNICATIONS ADVERTISING SERVICE 507002 MUSSELMAN HALL CONTRACTOR SERVICE 174955 13 664813 329013 4316891 135359 5310717 TUITION AND FEES 611600 33409193 33409193 RESIDENT HALL INCOME 611710 1399119 1399119 34808312 164838 164838 0 0 0 0 0 6540541 132975 5975654 135500 564887 -2525 562362 562362 55000 664813 65859 -10859 -10859 0 655478 603978 51500 51500 FOOD SERVICE INCOME 611710 1204306 1204306 1204306 42091176 34808312 1972147 0 11597594 11597594 0 0 549083 549083 0 12794093 10163663 2062240 568190 529255 403140 103578 22537 2246150 1839331 334119 72700 952610 725615 186430 40565 0 37091 37091 110202 110202 0 0 57159 57159 1614350 1093952 218849 301549 1234347 1230170 4177 1207947 958557 219887 29503 0 0 786459 629167 157292 345867 296113 42632 7122 0 229779 100471 105843 23465 625797 500638 125159 0 1983723 1586978 396745 379633 303706 75927 DUES AND SUBSCRIPTIONS 161220 62096 90931 8193 REPAIRS AND MAINTENANCE 297008 207710 89298 BOARD PLAN 773559 773559 BAD DEBT EXPENSE 106355 106355 719082 717004 2078 39338363 32522260 5740201 1075902 3490708 4808830 186047 195351 3091765 2941624 1114907 1088835 0 0 0 0 0 0 170143 172896 193980 305574 52568368 19181485 31311478 33386883 8280256 9272843 0 0 1195147 1125432 0 0 2103820 1660552 51138251 54958820 2188467 3409122 0 0 948435 740892 16600000 15940000 0 0 0 0 3700000 3700000 1060373 1060373 1524379 1648300 26021654 26498687 X 12117463 12859509 4283959 6661369 8715175 8939255 25116597 28460133 51138251 54958820 X 2752813 590723 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8337540 250577 1358645 443364 118251 57159 9327988 7187031 651358 945665 342815 54213 49486 8337540 7183478 362778 43023 302845 49396 50007 7187031 5978099 458311 1104726 257667 51212 48779 7183478 5742332 234529 485573 392557 48001 43777 5978099 0.01455 0.94849 0.03696 false false 198124 198124 38836007 13490938 25345069 5588377 1371479 4216898 5262334 2826567 2435767 2683526 1492501 1191025 33386883 0 STUDENT DEPOSITS 130322 GOVT LOAN OBLIGATIONS 1308092 CAPITAL LEASE OBLIGATIONS 209886 1648300 X 31389458 590723 10000 612678 1213401 30176057 11915119 11915119 42091176 28045922 10000 612678 622678 27423244 11915119 11915119 39338363 SCHEDULE D, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT FUNDS ARE PRIMARILY USED FOR SCHOLARSHIPS AND PROGRAM SUPPORT. SCHEDULE D, PART X, LINE 2 THE UNIVERSITY ADOPTED PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD INTERPRETATION NO. 48 (FIN 48), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES-AN INTERPRETATION OF FASB STATEMENT NO. 109, WHICH WAS SUBSEQUENTLY INCORPORATED INTO THE FASB ACCOUNTING CODIFICATION (ASC) TOPIC 740. THE IMPLEMENTATION OF THIS STANDARD HAD NO SIGNIFICANT IMPACT ON THE UNIVERSITY'S FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINES 2D COST OF GOODS SOLD $ 603,978 FUNDRAISING EVENT EXPENSES $ 65,859 ENDOWMENT TRUSTEE FEES $ (57,159) ------------ $ 612,678 SCHEDULE D, PART XI, LINES 4B SCHOLARSHIPS AND GRANTS $ 11,597,594 LOSS ON DISPOSAL OF EQUIPMENT $ (2,525) MISCELLANEOUS EXPENSE RECLASS $ 320,050 ------------ $ 11,915,119 SCHEDULE D, PART XII, LINE 2D COST OF GOODS SOLD $ 603,978 FUNDRAISING EVENT EXPENSES $ 65,859 ENDOWMENT TRUSTEE FEES $ (57,159) ------------ $ 612,678 SCHEDULE D, PART XII, LINES 4B SCHOLARSHIPS AND GRANTS $ 11,597,594 LOSS ON DISPOSAL OF EQUIPMENT $ (2,525) MISCELLANEOUS EXPENSE RECLASS $ 320,050 ------------ $ 11,915,119 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE POLICY IS INCLUDED IN THE STUDENT HANDBOOK, AVAILABLE THROUGHOUT CAMPUS. THE UNIVERSITY ALSO RUNS ADVERTISEMENTS IN THE LOCAL NEWSPAPER PUBLICIZING THEIR NONDISCRIMINATION POLICY. SCHEDULE E, PART I, LINE 6A FEDERAL FINANCIAL AID Central America and the Caribbean Program Services STUDY ABROAD 15680 Sub-Saharan Africa Program Services STUDY ABROAD 32125 East Asia and the Pacific Program Services STUDY ABROAD 24500 Europe (Including Iceland and Greenland) Program Services STUDY ABROAD 14300 86605 86605 false false false false false false JF ENTERPRISES FUNDRAISING PROJECTS false STEER DINNER 719813 664813 55000 43588 1800 20471 0 719813 664813 55000 43588 1800 20471 65859 -10859 true INSTITUTIONAL FINANCIAL AID 1117 11597594 SCHEDULE I, PART I, LINE 2 ALL GRANTS ARE INSTITUTIONAL FINANCIAL AID AND APPLIED DIRECTLY TO THE STUDENT'S ACCOUNT BY THE UNIVERSITY. X X true true X X X false true false false false false false false false MR RONALD SLEPITZA PRESIDENT 240446 0 20000 0 58858 0 34644 0 17269 0 371217 0 SR MARIE JOAN HARRIS CSJ VP ACADEMIC AFFAIRS & PROVOST 127550 0 5000 0 0 0 12632 0 6847 0 152029 0 MS ANGIE HEER VP ADVANCEMENT 140869 0 7000 0 4800 0 12421 0 6876 0 171966 0 SCHEDULE J, PART I, LINES 1A, 1B, & 2 HOUSING ALLOWANCE AND CLUB DUES ARE PROVIDED TO RONALD SLEPITZA, PRESIDENT, AND ALL AMOUNTS ARE INCLUDED IN HIS W-2 AS COMPENSATION. SCHEDULE J, PART I, LINE 4B MR. RONALD SLEPITZA $ 22,244 MR. PAUL BOOKMEYER $ 6,004 SR. MARIE JOAN HARRIS, CSJ $ 6,004 MS. ANGIE HEER $ 5,041 COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THE COMPENSATION IS EARNED BY OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THEN THE COMPENSATION IS GENERALLY REPORTED A SECOND TIME ON THE FORM 990 IN THE YEAR THE COMPENSATION IS PAID TO THE INDIVIDUAL. AS A RESULT OF THE REPORTING REQUIREMENT, AN ORGANIZATION COULD BE REQUIRED TO REPORT THE SAME COMPENSATION ON FORM 990 IN TWO DIFFERENT YEARS. A HEALTH & EDUCATION FACILITIES AUTHORITY OF ST MO 431178966 2011-06-01 17600000 CAPITAL IMPROVEMENTS AND DEFEASE O false false false A 1660000 3300000 17600000 0 0 4972692 313197 0 0 9841318 650429 1822364 2012 false true false true A false false false false 0 false false false true A false true true false 0 false 0 false true A true X 2 53799 FMV false true false SCHEDULE M, PART I, COLUMN B THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS DURING THE YEAR. FORM 990, PART III, LINE 1 AVILA UNIVERSITY, A CATHOLIC UNIVERSITY SPONSORED BY THE SISTERS OF ST. JOSEPH OF CARONDELET, IS A VALUES-BASED COMMUNITY OF LEARNING PROVIDING LIBERAL ARTS, PROFESSIONAL, UNDERGRADUATE AND GRADUATE EDUCATION TO PREPARE STUDENTS FOR RESPONSIBLE LIFELONG CONTRIBUTIONS TO THE GLOBAL COMMUNITY. FORM 990, PART VI, SECTION A, LINE 7A THE PROVINCE COUNCIL, AFTER CONSULTATION WITH THE BOARD CHAIRPERSON AND PRESIDENT, SHALL APPOINT ONE MEMBER OF THE PROVINCE COUNCIL TO SERVE ON THE BOARD OF TRUSTEES. THIS MEMBER IS INCLUDED IN THE ONE THIRD PLUS ONE MEMBERS OF THE BOARD OF TRUSTEES THAT ARE TO BE REPRESENTATIVES OF THE SISTERS OF ST. JOSEPH OF CARONDELET. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTNG FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS ARE ADDRESSED AND CORRECTIONS MADE. THE 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND ANY QUESTIONS ARE ADDRESSED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AVILA UNIVERSITY EMPLOYEES AND BOARD OF TRUSTEES SHOULD MAKE DECISIONS AND TAKE ACTION IN A MANNER WHICH PROMOTES THE BEST INTERESTS OF AVILA UNIVERSITY AND AVOID THE PROSPECT OR APPEARANCE OF A CONFLICT OR DUALITY OF INTEREST. AT THE TIME OF EMPLOYMENT (OR ELECTION IN THE CASE OF A BOARD MEMBER) AND ANNUALLY THEREAFTER, AVILA UNIVERSITY PROVIDES TO THE BOARD AND TO ALL EXECUTIVE OFFICERS AND KEY ADMINISTRATIVE STAFF, A COPY OF THE CONFLICT OF INTEREST POLICY AND THE APPLICABLE CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE. THE FORMS ARE COMPILED AND A REPORT OF THE RESULTS IS THEN SUBMITTED TO THE BOARD. IF THERE IS A CONFLICT THE INDIVIDUAL WITH A CONFLICT ABSTAINS FROM VOTING. FORM 990, PART VI, SECTION B, LINES 15A & 15B LINE 15A: THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S SALARY ANNUALLY AT THE TIME OF THE RENEWAL OF THE PRESIDENT'S CONTRACT, USING SURVEY DATA AND APPROVAL BY THE BOARD OF TRUSTEES. LINE 15B: SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND COMPARED AGAINST HR AND SURVEY DATA ANNUALLY BY THE HR DEPARTMENT AND THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THEIR AUDITED FINANCIAL STATEMENTS TO GUIDESTAR FOR PUBLIC INSPECTION. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC.