2014-01-13T08:03:24-06:00 2013-05-31 560747981 DIXON HUGHES GOODMAN LLP 999 S SHADY GROVE RD STE 400 MEMPHIS TN 38120 990 2012-06-01 620476666 CHRISTIAN BROTHERS UNIVERSITY CHRI 9013213380 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 DAN WORTHAM 9013213380 2014-01-07 1 JOHN A MAY JR P00210965 9017613000 2014-01-07 2012 2015-11-30 17:44:51Z DAN WORTHAM 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 45931266 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. 32 31 862 32 0 -71873 3864955 5088225 35550411 35028850 323036 397809 5319606 5307818 45058008 45822702 14965659 15145094 0 0 15825481 15819459 0 47734 1075715 14866919 13872261 45658059 44884548 -600051 938154 77629195 80548304 22003945 20759581 55625250 59788723 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 37689641 15145094 36594185 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. 37689641 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 1 0 1 1 0 0 0 0 0 0 0 1 87 0 1 862 1 0 0 0 0 1 1 1 1 0 0 0 0 X 32 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X TOM COCHRANDAN WORTHAM 9013213381 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 MR ROBERT G MCENIRY 2.00 X 0 0 0 MR CHARLES B DUDLEY III 2.00 X 0 0 0 MRSJOYCE A MOLLERUP 2.00 X 0 0 0 MR JAMES ADAMS II 2.00 X 0 0 0 MR JOSEPH BIRCH JR 2.00 X 0 0 0 MR ALBERT CANTU 2.00 X 0 0 0 BR KONRAD DIEBOLD FSC 2.00 X 0 0 0 MR LANCE FORSDICK 2.00 X 0 0 0 MR RICHARD GADOMSKI 2.00 X 0 0 0 MR WILLIAM GRAVES 2.00 X 0 0 0 MR MITCH GRAVES 2.00 X 0 0 0 MSGR VAL HANDWERKER 2.00 X 0 0 0 MR DOUG MARCHANT 2.00 X 0 0 0 MS LORI PATTON 2.00 X 0 0 0 DR STEPHANY SCHLACHTER 2.00 X 0 0 0 MR JOSH SHIPLEY 2.00 X 0 0 0 MR WAYNE BRAFFORD 2.00 X 0 0 0 MR GREG DUCKETT 2.00 X 0 0 0 MR STEPHEN DUNAVANT 2.00 X 0 0 0 BR CHRIS ENGLERT FSC 2.00 X 0 0 0 MR PRAVIN THAKKAR 2.00 X 0 0 0 MR MCCALL WILSON 2.00 X 0 0 0 MS BENA CATES 2.00 X 0 0 0 MR MARK R GIANNINI 2.00 X 0 0 0 MR JAMES L REBER 2.00 X 0 0 0 BR MICHAEL QUIRK FSC 2.00 X 0 0 0 DR MARGARET H WEST M D 2.00 X 0 0 0 MS LAUREL C WILLIAMS 2.00 X 0 0 0 MS EMILY SAWYER GREER 2.00 X 0 0 0 BROTHER BERNARD LOCOCO FSC 2.00 X 0 0 0 ME MATTHEW JOHNSON 2.00 X 0 0 0 BROTHER LARRY SCHATZ FSC 2.00 X 0 0 0 MR JOHN SMARRELLI JR 40.00 X 257688 0 33621 MR DANIEL WORTHAM 40.00 X 128112 0 9425 DR JUAN CARLOS OLABE-BASOGAIN 40.00 X 111608 0 23733 DR FRANK BUSCHER 40.00 X 114220 0 15047 DR L YU LIN 40.00 X 107036 0 15170 DR JOHNNY B HOLMES 40.00 X 100017 0 84680 DR ANNE KENWORTHY 40.00 X 100343 0 22915 919024 0 204591 7 0 1 0 TICUA BENEFIT CONSORTIUM P O BOX 9501 AMHERST NY 142269501 EMPLOYEE MEDICAL BENEFITS 1538791 ARAMARK CORPORATION-CAMPUS DINING 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 CAFETERIA SERVICES 1510824 ARAMARK FACILITIES 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 GROUNDS/LANDSCAPING SERVICES 857815 CHRISTIAN BROTHERS RISK 1205 WINDHAM PARKWAY ROMEOVILLE IL 604461693 WORKERS COMP/GENERAL INSURANCE SERVICES 418264 FOLLETT HIGHER EDUCATIONAL GROUP 3146 SOLUTIONS CENTER CHICAGO IL 606773001 BOOKSTORE SERICES 244688 14 348083 4740142 5088225 TUITION AND FEES 611310 35028850 35028850 35028850 397809 397809 3515956 0 3515956 3515956 3515956 219282 108564 110718 110718 OTHER INCOME 611310 1565335 1565335 DORM SUPPORT SERVICES 611310 107309 107309 ATHLETIC DEPARTMENT REVENUE 611310 8500 8500 1681144 45822702 36594185 0 4140292 15145094 15145094 439914 88701 202174 149039 13069534 12563175 506359 818948 818948 493972 493972 997091 997091 83266 83266 88879 88879 47734 47734 54463 54463 4276572 1023669 3252572 331 161518 135736 25782 826789 774064 52725 110016 110016 1409984 149435 1260549 380434 347572 32862 177125 177125 779784 779778 6 1962396 1962396 1674839 414290 1260549 OTHER EXPENSES 811706 552417 259289 INSTITUTIONAL/STUDENT E 777646 776052 1594 BAD DEBT EXPENSE 283052 283052 MINOR EQUIPMENT 16907 16907 -3115 -3115 44884548 37689641 6119192 1075715 3791649 500233 5521079 2014480 3230718 450930 104679 2337408 2006928 293434 75109 79422943 38493154 42011367 40929789 24336400 25715711 1108872 1102514 1284655 1361544 77629195 80548304 1778470 1726788 15643506 15149754 4581969 3883039 22003945 20759581 X 35493066 36781091 2205758 4588369 17926426 18419263 55625250 59788723 77629195 80548304 X 938154 3225317 2 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1317199 X X 0 26877561 140392 3582596 1200877 29399672 26708042 1879070 -485767 1223784 26877561 24795985 100284 3088152 1276379 26708042 23189458 311650 2620870 1325993 24795985 29699511 307719 -5567319 1250453 23189458 0.34900 0.62700 0.02400 0 0 1105818 1105818 50433688 16146760 34286928 4556877 1499942 3056935 21529950 20359651 1170299 1796610 486801 1309809 40929789 STUDENT DEPOSITS 253244 UNEARNED TUITION AND FEES 906931 AMOUNTS HELD IN CUSTODY FOR OTHERS 399304 REFUNDABLE GOVERNMENT LOAN FUNDS 768553 DERIVATIVE INSTRUMENTS 1555007 3883039 34011489 3225317 108564 3333881 30677608 15145094 15145094 45822702 29848016 108564 108564 29739452 15145096 15145096 44884548 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 85 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 108,564. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION REMISSION NETTED WITH TUITION AND FEES REVENUE ON AFS 15,145,094. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 108,564. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 2. TUITION REMISSION NETTED WITH TUITION AND FEES REVENUE ON AFS 15,145,094. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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 EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE 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 $2,242,507; SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT $167,200; FEDERAL WORK-STUDY $182,485; PERKINS LOAN PROGRAM $111,500; FEDERAL DIRECT LOAN PROGRAM $10,680,505;MINORITY INTERNATIONAL RESEARCH TRAINING GRANT $195,000. TOTAL EXPENDITURES OF FEDERAL AWARDS: $13,579,197. X X X X X X X 1 PURSUANT P O BOX 203421 DALLAS TX 753203421 CAPITAL CAMPAIGN READINESS 0 0 47734 0 47734 TN TWILIGHT CROSS COUNTRY CLASSIC 24627 24627 3000 7068 BELL TOWER GALA 179870 179870 5129 41991 41711 1 14785 14785 9665 219282 219282 8129 41991 58444 108564 110718 1 INSTITUTIONAL SCHOLARSHIPS AND GRANTS 1019 14133773 TUITION REMISSIONS 42 813406 TUITION DISCOUNTS 121 197915 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 MR JOHN SMARRELLI JR 237688 0 20000 0 0 0 17190 0 16431 0 291309 0 0 0 DR JOHNNY B HOLMES 88732 0 0 0 11285 0 6521 0 78159 0 184697 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 241832 7594726 55118 7781440 0 0 1 1 B 147096 4619528 4766624 2011 1 0 1 1 C 104824 3321134 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 MRS FORSDICK WIFE OF BOARD MEMBER, LANCE FORSDICK LANCE FORSDICK'S WIFE IS A FORMER TENURED PROFESSOR WHO NOW WORKS PART TIME IN THE INTERNATIONAL INITIATIVES DEPARTMENT AND MADE $15,643.00 IN 2012. 0 MR MCENIRY BOARD MEMBER AND BUSINESS PERSON MR. MCENIRY'S COMPANY PROVIDED GOODS OR SERVICES TO THE SCHOOL FOR WHICH CBU PAID APPROXIMATELY $3,951.00. 0 X 3 80300 COST X 2 10341 COST X MISCELLANEOUS 13 17325 COST 0 0 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ROUNDING 2. OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT FORM 990, PART XI, LINE 2C THE PROCESS HAS NOT CHANGED.