AVILA UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AVILA UNIVERSITY (EIN 44-0617326)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-04-23
- IRS object ID
- 201411139349300401
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-23T07:33:45-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 641062246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440617326 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avila University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % PAUL BOOKMEYER | InCareOfName |
| Name Control | AVIL | NameControl |
| Phone | 8169428400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11901 Wornall Road | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 64145 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL BOOKMEYER | Name |
| Title | OFFICER | Title |
| Phone | 8169428400 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8162216300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RONALD SLEPITZA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11901 Wornall Road | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 64145 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 41814889 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.avila.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1916 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | AVILA UNIVERSITY IS A VALUES-BASED COMMUNITY OF LEARNING PROVIDING EDUCATION TO PREPARE STUDENTS FOR RESPONSIBLE LIFELONG CONTRIBUTIONS TO THE GLOBAL COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 807 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2300958 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6123148 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 29683286 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 32861883 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 253540 | InvestmentIncomePriorYear |
| Investment Income Current Year | 307040 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1345839 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1560613 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33583623 | TotalRevenuePriorYear |
| Total Revenue Current Year | 40852684 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9194043 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11005942 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14845438 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16059213 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 74012 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 64740 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1065218 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9235997 | OtherExpensePriorYear |
| Other Expenses Current Year | 10449299 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33349490 | TotalExpensesPriorYear |
| Total Expenses Current Year | 37579194 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 234133 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3273490 | RevenuesLessExpensesCY |
| Total Assets BOY | 43171199 | TotalAssetsBOY |
| Total Assets EOY | 51138251 | TotalAssetsEOY |
| Total Liabilities BOY | 21963436 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 26021654 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 21207763 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25116597 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 31337425 | Expense |
| Grants | 11005942 | Grants |
| Revenue | 32861883 | Revenue |
| Description | 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 MASTER'S DEGREE IN MANAGEMENT WITH AN EMPHASIS IN FUNDRAISING. | Description |
| Total Program Service Expense | 31337425 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2688 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 807 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PAUL BOOKMEYER | NamePerson |
| Telephone Number | 8165012487 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11901 WORNALL ROAD | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64145 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | OfficerOfficer | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| SR PATRICIA CLUNE CSJ | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | ||||
| MS ANNA B COLES | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MR STEPHEN D DUNN | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MR JOSEPH T FAHEY | ||||||||
| TRUSTEE/VICE CHAIR | 1.0 | 0.0 | X | X | ||||
| MS NANCY H BLATTNER | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MR DAVID W FRANTZE | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MR TOM FREEMAN | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MR BRAD HUNT | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| SR PAULETTE GLADIS CSJ | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MR CARLOS GOMEZ | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MR KEN HAGER | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MR ROBERT T HUNTER | ||||||||
| TRUSTEE/CHAIR | 1.0 | 0.0 | X | X | ||||
| SR PATRICIA A LORENZ CSJ | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| SR SHAWN MADIGAN CSJ | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MS CHRISTINE OJILE | ||||||||
| TRUSTEE/SECRETARY | 1.0 | 0.0 | X | X | ||||
| MS JEANNE HAMILTON OLOFSON | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MR PHILLIP A ORSCHELN | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MS LEE ROBBEN | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| SR ROBERTA SCHMIDT CSJ | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| SR RITA MARIE SCHMITZ CSJ | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MR MARK C THOMPSON | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MR RICK WELLER | ||||||||
| TRUSTEE/TREASURER | 1.0 | 0.0 | X | X | ||||
| SR MARY FRANCES JOHNSON CSJ | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MS ANA VALDEZ | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MR DAVID D KERR | ||||||||
| TRUSTEE | 1.0 | 0.0 | X | |||||
| MR RONALD SLEPITZA | ||||||||
| PRESIDENT | 40.0 | 0.0 | 296583 | X | 0 | 51235 | ||
| MR PAUL BOOKMEYER | ||||||||
| VP FINANCE AND ADMIN SERVICES | 40.0 | 0.0 | 110771 | X | 0 | 28771 | ||
| SR MARIE JOAN HARRIS CSJ | ||||||||
| VP ACADEMIC AFFAIRS & PROVOST | 40.0 | 0.0 | 124800 | 18472 | X | |||
| MS SUSAN FETSCH | ||||||||
| FACULTY | 40.0 | 0.0 | 101433 | 8928 | X | |||
| MR RICHARD WOODALL | ||||||||
| FACULTY | 40.0 | 0.0 | 110520 | 13008 | X | |||
| MS SUE KING | ||||||||
| VICE PROVOST & VP INFO SYSTEMS | 40.0 | 0.0 | 107243 | 13896 | X | |||
| MS ANGIE HEER | ||||||||
| VP ADVANCEMENT | 40.0 | 0.0 | 142191 | 0 | 18638 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 993541 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 152948 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| GREAT WESTERN DINING SERVICE INC | |
| FOOD SERVICE | 870812 |
| SERVICE PLUS | |
| CLEANING SERVICE | 329023 |
| WACHTER INC | |
| CONTRACTOR SERVICE | 150243 |
| PUENTE MARKETING COMMUNICATIONS | |
| ADVERTISING SERVICE | 733836 |
| THE WALDINGER CORPORATION | |
| CONTRACTOR SERVICE | 166167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Fundraising Events | 387129 | FundraisingEvents |
| Government Grants | 318480 | GovernmentGrants |
| All Other Contributions | 5417539 | AllOtherContributions |
| Noncash Contributions | 550518 | NoncashContributions |
| Total Contributions | 6123148 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 31487183 | 31487183 |
| RESIDENT HALL INCOME | 611710 | 1374700 | 1374700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 32861883 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 143801 | TotalRevenueColumn |
| Exclusion | $143,801 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 418206 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 254967 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 163239 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 163239 | TotalRevenueColumn |
| Exclusion | $163,239 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 37425 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 387129 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 85041 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -47616 | TotalRevenueColumn |
| Exclusion | -$47,616 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 739558 | GrossSalesOfInventory |
| Cost Of Goods Sold | 622197 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117361 | TotalRevenueColumn |
| Exclusion | $117,361 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| FOOD SERVICE INCOME | 611710 | 1108430 | $1,108,430 |
| MISCELLANEOUS REVENUE | 900099 | 382438 | $382,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1490868 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40852684 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32861883 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,867,653 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11005942 | Total |
| Program Services | 11005942 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507518 | Total |
| Management And General | 507518 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12125280 | Total |
| Program Services | 9722248 | ProgramServices |
| Management And General | 1870458 | ManagementAndGeneral |
| Fundraising | 532574 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 502579 | Total |
| Program Services | 388056 | ProgramServices |
| Management And General | 93266 | ManagementAndGeneral |
| Fundraising | 21257 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2017254 | Total |
| Program Services | 1654451 | ProgramServices |
| Management And General | 295461 | ManagementAndGeneral |
| Fundraising | 67342 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 906582 | Total |
| Program Services | 699998 | ProgramServices |
| Management And General | 168239 | ManagementAndGeneral |
| Fundraising | 38345 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52130 | Total |
| Management And General | 52130 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93491 | Total |
| Management And General | 93491 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64740 | Total |
| Fundraising | 64740 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49486 | Total |
| Management And General | 49486 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1852785 | Total |
| Program Services | 1440305 | ProgramServices |
| Management And General | 136138 | ManagementAndGeneral |
| Fundraising | 276342 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1392650 | Total |
| Program Services | 1388195 | ProgramServices |
| Management And General | 4455 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1181416 | Total |
| Program Services | 970558 | ProgramServices |
| Management And General | 179007 | ManagementAndGeneral |
| Fundraising | 31851 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 794591 | Total |
| Program Services | 635673 | ProgramServices |
| Management And General | 158918 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346541 | Total |
| Program Services | 288738 | ProgramServices |
| Management And General | 51575 | ManagementAndGeneral |
| Fundraising | 6228 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228275 | Total |
| Program Services | 118032 | ProgramServices |
| Management And General | 88327 | ManagementAndGeneral |
| Fundraising | 21916 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 552855 | Total |
| Program Services | 442284 | ProgramServices |
| Management And General | 110571 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1850086 | Total |
| Program Services | 1480069 | ProgramServices |
| Management And General | 370017 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241846 | Total |
| Program Services | 193477 | ProgramServices |
| Management And General | 48369 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | 163247 | 67909 | 91064 | 4274 |
| REPAIRS AND MAINTENANCE | 380198 | 308512 | 71686 | |
| BOARD PLAN | 733473 | 733473 | ||
| BAD DEBT EXPENSE | 132381 | 132381 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 403848 | Total |
| Program Services | 400597 | ProgramServices |
| Management And General | 2902 | ManagementAndGeneral |
| Fundraising | 349 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37579194 | Total |
| Program Services | 31337425 | ProgramServices |
| Management And General | 5176551 | ManagementAndGeneral |
| Fundraising | 1065218 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2528604 | BOY |
| EOY | 3490708 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170240 | BOY |
| EOY | 186047 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1144727 | BOY |
| EOY | 3091765 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 869516 | BOY |
| EOY | 1114907 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150737 | BOY |
| EOY | 170143 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134589 | BOY |
| EOY | 193980 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 48536315 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17224837 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29697799 | BOY |
| EOY | 31311478 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6939664 | BOY |
| EOY | 8280256 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1238062 | BOY |
| EOY | 1195147 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 297261 | BOY |
| EOY | 2103820 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43171199 | BOY |
| EOY | 51138251 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2375343 | BOY |
| EOY | 2188467 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 895429 | BOY |
| EOY | 948435 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12163330 | BOY |
| EOY | 16600000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3700000 | BOY |
| EOY | 3700000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1060373 | BOY |
| EOY | 1060373 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1768961 | BOY |
| EOY | 1524379 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21963436 | BOY |
| EOY | 26021654 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11278950 | BOY |
| EOY | 12117463 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1800085 | BOY |
| EOY | 4283959 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8128728 | BOY |
| EOY | 8715175 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21207763 | BOY |
| EOY | 25116597 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43171199 | BOY |
| EOY | 51138251 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3273490 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 635344 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7187031 | BeginningOfYearBalance |
| Contributions | 651358 | Contributions |
| Investment Earnings Or Losses | 945665 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 342815 | GrantsOrScholarships |
| Other Expenditures | 54213 | OtherExpenditures |
| Administrative Expenses | 49486 | AdministrativeExpenses |
| End Of Year Balance | 8337540 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7183478 | BeginningOfYearBalance |
| Contributions | 362778 | Contributions |
| Investment Earnings Or Losses | 43023 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 302845 | GrantsOrScholarships |
| Other Expenditures | 49396 | OtherExpenditures |
| Administrative Expenses | 50007 | AdministrativeExpenses |
| End Of Year Balance | 7187031 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5978099 | BeginningOfYearBalance |
| Contributions | 458311 | Contributions |
| Investment Earnings Or Losses | 1104726 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 257667 | GrantsOrScholarships |
| Other Expenditures | 51212 | OtherExpenditures |
| Administrative Expenses | 48779 | AdministrativeExpenses |
| End Of Year Balance | 7183478 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5742332 | BeginningOfYearBalance |
| Contributions | 234529 | Contributions |
| Investment Earnings Or Losses | 485573 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 392557 | GrantsOrScholarships |
| Other Expenditures | 48001 | OtherExpenditures |
| Administrative Expenses | 43777 | AdministrativeExpenses |
| End Of Year Balance | 5978099 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6565418 | BeginningOfYearBalance |
| Contributions | 184116 | Contributions |
| Investment Earnings Or Losses | -806779 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 127315 | GrantsOrScholarships |
| Other Expenditures | 20906 | OtherExpenditures |
| Administrative Expenses | 52202 | AdministrativeExpenses |
| End Of Year Balance | 5742332 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99250 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00750 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 198124 | OtherCostOrOtherBasis |
| Book Value | 198124 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36043989 | OtherCostOrOtherBasis |
| Depreciation | 12496969 | Depreciation |
| Book Value | 23547020 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5263209 | OtherCostOrOtherBasis |
| Depreciation | 1097099 | Depreciation |
| Book Value | 4166110 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4482543 | OtherCostOrOtherBasis |
| Depreciation | 2322918 | Depreciation |
| Book Value | 2159625 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2548450 | OtherCostOrOtherBasis |
| Depreciation | 1307851 | Depreciation |
| Book Value | 1240599 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 31311478 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STUDENT DEPOSITS | $115,870 |
| GOVT LOAN OBLIGATIONS | $1,323,253 |
| CAPITAL LEASE OBLIGATIONS | $85,256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1524379 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 31139838 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 635344 | NetUnrealizedGainsInvestments |
| Other Revenues | 657752 | OtherRevenues |
| Revenue Not Rptd F990 | 1293096 | RevenueNotRptdF990 |
| Revenue Subtotal | 29846742 | RevenueSubtotal |
| Other Revenues Not Included | 11005942 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 11005942 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 40852684 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27231004 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 657752 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 657752 | ExpensesNotRptdF990 |
| Expenses Subtotal | 26573252 | ExpensesSubtotal |
| Other Expenses Not Included | 11005942 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11005942 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 37579194 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE UNIVERSITY'S ENDOWMENT FUNDS ARE PRIMARILY USED FOR SCHOLARSHIPS AND PROGRAM SUPPORT. |
| FIN 48 DISCLOSURE | 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. |
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XI, LINES 2D | COST OF GOODS SOLD $ 622,197 FUNDRAISING EVENT EXPENSES $ 85,041 ENDOWMENT TRUSTEE FEES $ (49,486) ----------- $ 657,752 |
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XI, LINES 4B | SCHOLARSHIPS AND GRANTS $ 11,005,942 |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XII, LINE 2D | COST OF GOODS SOLD $ 622,197 FUNDRAISING EVENT EXPENSES $ 85,041 ENDOWMENT TRUSTEE FEES $ (49,486) ----------- $ 657,752 |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XII, LINES 4B | SCHOLARSHIPS AND GRANTS $ 11,005,942 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Central America and the Caribbean | Program Services | STUDY ABROAD | 60100 |
| Europe (Including Iceland and Greenland) | Program Services | STUDY ABROAD | 23900 |
| South Asia | Program Services | STUDY ABROAD | 41700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 125700 | SubtotalAmountSpent |
| Total Amount Spent | 125700 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | JF ENTERPRISES | NameOfIndividual |
| Activity | FUNDRAISING PROJECTS | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 2611110 | GrossReceipts |
| Amount Retained By Contractor | 64740 | AmountRetainedByContractor |
| Net To Organization | 2546370 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2611110 | TotalGrossReceipts |
| Total Retained By Contractors | 64740 | TotalRetainedByContractors |
| Total Net To Organization | 2546370 | TotalNetToOrganization |
| Licensed States | KS | LicensedStates |
| Licensed States | MO | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | STEER DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 424554 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 387129 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 37425 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 54765 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 28276 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 424554 | GrossReceiptsTotal |
| Charitable Contributions Total | 387129 | CharitableContributionsTotal |
| Gross Revenue Total Events | 37425 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 54765 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 28276 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 85041 | DirectExpenseSummaryEvents |
| Net Income Summary | -47616 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | INSTITUTIONAL FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 1118 | NumberOfRecipients |
| Amount Of Cash Grant | 11005942 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING OF GRANTS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | ALL GRANTS ARE INSTITUTIONAL FINANCIAL AID AND APPLIED DIRECTLY TO THE STUDENT'S ACCOUNT BY THE UNIVERSITY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR RONALD SLEPITZA | ||||||||||||||
| PRESIDENT | 225283 | 0 | 12500 | 0 | 58800 | 0 | 33895 | 0 | 17340 | 0 | 347818 | 0 | 0 | 0 |
| MS ANGIE HEER | ||||||||||||||
| VP ADVANCEMENT | 135391 | 0 | 2000 | 0 | 4800 | 0 | 12141 | 0 | 6497 | 0 | 160829 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER FORMS OF COMPENSATION | 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. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | MR. RONALD SLEPITZA $ 22,245 MR. PAUL BOOKMEYER $ 6,005 SR. MARIE JOAN HARRIS, CSJ $ 6,005 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. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH & EDUCATION FACILITIES AUTHORITY OF ST MO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 431178966 | IssuerEIN |
| Date Issued | 2011-06-15 | DateIssued |
| Issue Price | 17600000 | IssuePrice |
| Description Of Purpose | CAPITAL IMPROVEMENTS AND DEFEASE O | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 1000000 | AmountRetired |
| Amount Bond Defeased | 3300000 | AmountBondDefeased |
| Total Proceeds | 17600000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 4972692 | RefundingEscrow |
| Issuance Costs From Proceeds | 313197 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 9841318 | CapitalExpenditures |
| Other Spent Proceeds | 650429 | OtherSpentProceeds |
| Amount Unspent | 1822364 | AmountUnspent |
| Year Of Subst Completion | 2012 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | true | AdvanceRefunding |
| Final Allocation Made | false | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Bond Iss Meet Prvt Security Pay Test | true | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | true | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | true | RebateNotDueYet |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | true | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | true | ProcToUndertkCorrectiveAction |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 505615 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VAR. PROP | Description |
| Number Of Contributions | 97 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 44903 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NUMBER OF CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PART I, COLUMN B | ReturnReference |
| Explanation | THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS DURING THE YEAR. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | 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 REVIEW PROCESS | 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. |
| CONFLICT OF INTEREST POLICY | 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. |
| COMPENSATION REVIEW | 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. |
| AVAILABILITY OF DOCUMENTS | 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. |