2014-04-23T07:33:45-05:00 2013-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2012-07-01 440617326 Avila University % PAUL BOOKMEYER AVIL 8169428400 11901 Wornall Road Suite Kansas City MO 64145 PAUL BOOKMEYER 8169428400 2013-11-15 true 8162216300 2012 2015-11-30 17:44:51Z RONALD SLEPITZA 11901 Wornall Road Kansas City MO 64145 41814889 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. 25 25 807 200 0 0 2300958 6123148 29683286 32861883 253540 307040 1345839 1560613 33583623 40852684 9194043 11005942 0 0 14845438 16059213 74012 64740 1065218 9235997 10449299 33349490 37579194 234133 3273490 43171199 51138251 21963436 26021654 21207763 25116597 X SEE SCHEDULE O false false 31337425 11005942 32861883 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. 31337425 true true false false false false false false false true true false false false true true true false true false true false false true 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 2688 0 true 807 true false false false false false true true false false false false X 25 25 false false false false false false 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 CSJ 1.0 0.0 X 0 MS ANNA B COLES 1.0 0.0 X MR STEPHEN D DUNN 1.0 0.0 X MR JOSEPH T FAHEY 1.0 0.0 X X MS NANCY H BLATTNER 1.0 0.0 X MR DAVID W FRANTZE 1.0 0.0 X MR TOM FREEMAN 1.0 0.0 X MR BRAD HUNT 1.0 0.0 X SR PAULETTE GLADIS CSJ 1.0 0.0 X MR CARLOS GOMEZ 1.0 0.0 X MR KEN HAGER 1.0 0.0 X MR ROBERT T HUNTER 1.0 0.0 X X SR PATRICIA A LORENZ CSJ 1.0 0.0 X SR SHAWN MADIGAN CSJ 1.0 0.0 X MS CHRISTINE OJILE 1.0 0.0 X X MS JEANNE HAMILTON OLOFSON 1.0 0.0 X MR PHILLIP A ORSCHELN 1.0 0.0 X MS LEE ROBBEN 1.0 0.0 X SR ROBERTA SCHMIDT CSJ 1.0 0.0 X SR RITA MARIE SCHMITZ CSJ 1.0 0.0 X MR MARK C THOMPSON 1.0 0.0 X MR RICK WELLER 1.0 0.0 X X SR MARY FRANCES JOHNSON CSJ 1.0 0.0 X MS ANA VALDEZ 1.0 0.0 X MR DAVID D KERR 1.0 0.0 X MR RONALD SLEPITZA 40.0 0.0 X 296583 0 51235 MR PAUL BOOKMEYER 40.0 0.0 X 110771 0 28771 SR MARIE JOAN HARRIS CSJ 40.0 0.0 X 124800 18472 MS SUSAN FETSCH 40.0 0.0 X 101433 8928 MR RICHARD WOODALL 40.0 0.0 X 110520 13008 MS SUE KING 40.0 0.0 X 107243 13896 MS ANGIE HEER 40.0 0.0 X 142191 0 18638 993541 0 152948 7 false true false 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 16 387129 318480 5417539 550518 6123148 TUITION AND FEES 611600 31487183 31487183 RESIDENT HALL INCOME 611710 1374700 1374700 32861883 143801 143801 0 0 0 0 0 418206 254967 163239 163239 163239 37425 387129 85041 -47616 -47616 0 739558 622197 117361 117361 FOOD SERVICE INCOME 611710 1108430 1108430 MISCELLANEOUS REVENUE 900099 382438 382438 1490868 40852684 32861883 1867653 0 11005942 11005942 0 0 507518 507518 0 12125280 9722248 1870458 532574 502579 388056 93266 21257 2017254 1654451 295461 67342 906582 699998 168239 38345 0 52130 52130 93491 93491 0 64740 64740 49486 49486 1852785 1440305 136138 276342 1392650 1388195 4455 1181416 970558 179007 31851 0 0 794591 635673 158918 346541 288738 51575 6228 0 228275 118032 88327 21916 552855 442284 110571 0 1850086 1480069 370017 241846 193477 48369 DUES AND SUBSCRIPTIONS 163247 67909 91064 4274 REPAIRS AND MAINTENANCE 380198 308512 71686 BOARD PLAN 733473 733473 BAD DEBT EXPENSE 132381 132381 403848 400597 2902 349 37579194 31337425 5176551 1065218 2528604 3490708 170240 186047 1144727 3091765 869516 1114907 0 0 0 0 0 0 150737 170143 134589 193980 48536315 17224837 29697799 31311478 6939664 8280256 0 0 1238062 1195147 0 0 297261 2103820 43171199 51138251 2375343 2188467 0 0 895429 948435 12163330 16600000 0 0 0 0 3700000 3700000 1060373 1060373 1768961 1524379 21963436 26021654 X 11278950 12117463 1800085 4283959 8128728 8715175 21207763 25116597 43171199 51138251 3273490 635344 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 6565418 184116 -806779 127315 20906 52202 5742332 0.00000 0.99250 0.00750 false false 198124 198124 36043989 12496969 23547020 5263209 1097099 4166110 4482543 2322918 2159625 2548450 1307851 1240599 31311478 0 STUDENT DEPOSITS 115870 GOVT LOAN OBLIGATIONS 1323253 CAPITAL LEASE OBLIGATIONS 85256 1524379 X 31139838 635344 657752 1293096 29846742 11005942 11005942 40852684 27231004 657752 657752 26573252 11005942 11005942 37579194 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 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 60100 Europe (Including Iceland and Greenland) Program Services STUDY ABROAD 23900 South Asia Program Services STUDY ABROAD 41700 125700 125700 false false false false false false X X X X X X X true JF ENTERPRISES FUNDRAISING PROJECTS false 2611110 64740 2546370 2611110 64740 2546370 KS MO STEER DINNER 424554 387129 37425 54765 2000 28276 0 424554 387129 37425 54765 2000 28276 85041 -47616 true INSTITUTIONAL FINANCIAL AID 1118 11005942 MONITORING OF GRANTS 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 225283 0 12500 0 58800 0 33895 0 17340 0 347818 0 0 0 MS ANGIE HEER 135391 0 2000 0 4800 0 12141 0 6497 0 160829 0 0 0 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. A HEALTH & EDUCATION FACILITIES AUTHORITY OF ST MO 431178966 2011-06-15 17600000 CAPITAL IMPROVEMENTS AND DEFEASE O false false false A 1000000 3300000 17600000 0 0 4972692 313197 0 0 9841318 650429 1822364 2012 false true false true A false false false false 0 true false false true A false true true false 0 false 0 false true A true X 1 505615 FMV X VAR. PROP 97 44903 FMV false true false NUMBER OF CONTRIBUTIONS SCHEDULE M, PART I, COLUMN B THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS DURING THE YEAR. 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.