LEWIS UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS UNIVERSITY (EIN 36-2167773)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-13
- IRS object ID
- 201433179349304828
- Schema version
- 2013v3.0
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T14:41:03-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362985770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELDEN FOX LTD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 ENTERPRISE DRIVE | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 605238835 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 8158380500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PARKWAY | AddressLine1 |
| City | ROMEOVILLE | City |
| State | IL | State |
| ZIP Code | 60446 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT C DEROSE | PersonNm |
| Person Title | SENIOR VICE PRESIDENT | PersonTitleTxt |
| Phone | 8158365202 | PhoneNum |
| Signature | 2014-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET M MCGINNIS | PreparerPersonNm |
| PTIN | P00284587 | PTIN |
| Phone | 6309541400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BROTHER JAMES GAFFNEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PARKWAY | AddressLine1 |
| City | ROMEOVILLE | City |
| State | IL | State |
| ZIP Code | 60446 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $187,954,243 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 7204 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEWISU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1934 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | LEWIS UNIVERSITY, GUIDED BY ITS CATHOLIC AND LASALLIAN HERITAGE, PROVIDES TO A DIVERSE STUDENT POPULATION PROGRAMS FOR A LIBERAL AND PROFESSIONAL EDUCATION GROUNDED IN THE INTERACTION OF KNOWLEDGE AND FIDELITY IN THE SEARCH FOR TRUTH. LEWIS PROMOTES THE DEVELOPMENT OF THE COMPLETE PERSON THROUGH THE PURSUIT OF WISDOM AND JUSTICE. FUNDAMENTAL TO ITS MISSION IS A SPIRIT OF ASSOCIATION WHICH DEVELOPS COMMUNITY IN ALL TEACHING, LEARNING AND SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 2216 | TotalEmployeeCnt |
| Total Volunteers | 900 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,721,311 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,560,276 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $129,921,880 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $134,148,218 | CYProgramServiceRevenueAmt |
| PY Investment Income | $980,520 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,261,012 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,468,616 | PYOtherRevenueAmt |
| CY Other Revenue | $1,619,283 | CYOtherRevenueAmt |
| PY Total Revenue | $152,092,327 | PYTotalRevenueAmt |
| CY Total Revenue | $161,588,789 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $42,351,170 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,669,940 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $64,253,475 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $65,926,008 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $151,401 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $159,387 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,261,728 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $38,244,501 | PYOtherExpensesAmt |
| CY Other Expenses | $37,934,536 | CYOtherExpensesAmt |
| PY Total Expenses | $145,000,547 | PYTotalExpensesAmt |
| CY Total Expenses | $150,689,871 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,091,780 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,898,918 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $225,125,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $253,735,507 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $135,584,481 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $150,590,731 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $89,540,982 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $103,144,776 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE MISSION STATEMENT ON PAGE 1, PART I, LINE 1 (CONTINUED ON SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $135,391,555 | ExpenseAmt |
| Grant | $46,669,940 | GrantAmt |
| Revenue | $135,988,627 | RevenueAmt |
| Desc | THE UNIVERSITY PROVIDES POST SECONDARY EDUCATION AND TRAINING TO STUDENTS. PROGRAM SERVICE COSTS INCLUDE INSTRUCTORS SALARIES AND RESIDENCE HALL AND RELATED OPERATIONAL EXPENSES. APPROXIMATELY 6,500 STUDENTS ATTENDED THE SCHOOL DURING THIS PERIOD. | Desc |
| Total Program Service Expenses | $135,391,555 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 132 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2216 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT C DEROSE CPA VP-BUSINESS | PersonNm |
| Phone | 8158365201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PARKWAY | AddressLine1 |
| City | ROMEOVILLE | City |
| State | IL | State |
| ZIP Code | 60446 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BROTHER MILTON BARKERFSC | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT BECKMAN | ||||||||
| TREASURER | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BLAKE | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT CARR | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE CONDON | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BROTHER KEVIN CONVEYFSC | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BROTHER PATRICK CONWAYFSC | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN CUMBEE III | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BR DOMINIC EHRMANTRAUT FSC | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY FERRARELL | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH GABRIEL | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MOHRA GAVANKAR | ||||||||
| SECRETARY | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES GOODWIN | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN HALLORAN | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR SIHAM IBRAHIM | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFTON KELLY | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES LAGRIPPE | ||||||||
| CHAIRMAN | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM LORENZ | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA J MARTIN | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY MARUSZAK | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERILYN MURER | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND PAUL E NOVAK OSM | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL PARKER | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DOLORES PAVLETIC | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT PLUTH JR | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR SARODE PUNDALEEKA | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SR MARY REAP IHM | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM RYBAK | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BR JOSEPH SAURBIER FSC | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BR LARRY SCHATZ FSC | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RUSS SMYTH | ||||||||
| VICE CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY J STAHL | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOEL STAVA | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS TONELLI | ||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BROTHER JAMES GAFFNEY FSC COMPENSAT | ||||||||
| PRESIDENT | 40.00 | $0 | $0 | $0 | Yes (X) | |||
| STEPHANY SCHLACTER | ||||||||
| PROVOST | 40.00 | $240,929 | $0 | $23,869 | Yes (X) | |||
| ROBERT DEROSE | ||||||||
| SENIOR VICE PRESIDENT / CFO | 40.00 | $225,283 | $0 | $34,293 | Yes (X) | |||
| WAYNE DRAUDT | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $236,012 | $0 | $35,054 | Yes (X) | |||
| LENORD BERTOLINI | ||||||||
| VICE PRESIDENT - UNIVERSITY ADVANCEMENT | 40.00 | $166,280 | $0 | $30,642 | Yes (X) | |||
| JOSEPH FALESE | ||||||||
| SENIOR VICE PRESIDENT, STUDENT SERVICES | 40.00 | $158,459 | $0 | $10,266 | Yes (X) | |||
| RAMI KHASAWNEH | ||||||||
| DEAN, COLLEGE OF BUSINESS | 40.00 | $200,745 | $0 | $32,414 | Yes (X) | |||
| LAWRENCE HILL | ||||||||
| PROFESSOR, COLLEGE OF BUSINESS | 40.00 | $153,922 | $0 | $18,316 | Yes (X) | |||
| RAYMOND KLUMP | ||||||||
| PROFESSOR, MATH/COMPUTER SCIENCE | 40.00 | $153,969 | $0 | $29,845 | Yes (X) | |||
| MICHELE YOUNG | ||||||||
| SPECIAL ASSISTANT TO THE PROVOST | 40.00 | $160,974 | $0 | $18,770 | Yes (X) | |||
| FAISAL ABDULLAH | ||||||||
| PROFESSOR, COLLEGE OF BUSINESS | 40.00 | $154,500 | $0 | $29,881 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,851,073 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $263,350 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 80 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER CANFIELD PADDOCK AND STONE PL | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W WASHINGTON SUITE 2600 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL SERVICES | ServicesDesc |
| Compensation | $186,006 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $522,563 | FundraisingAmt |
| Government Grants | $15,026,532 | GovernmentGrantsAmt |
| All Other Contributions | $7,011,181 | AllOtherContributionsAmt |
| Noncash Contributions | $131,408 | NoncashContributionsAmt |
| Total Contributions | $22,560,276 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT TUITION AND FEES | 900099 | $122,746,346 | $122,746,346 |
| STUDENT HOUSING | 611710 | $7,586,214 | $7,586,214 |
| STUDENT MEAL PLANS | 611710 | $3,815,658 | $3,815,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $134,148,218 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $645,953 | TotalRevenueColumnAmt |
| Exclusion | $645,953 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,637,037 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,021,978 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,615,059 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,615,059 | TotalRevenueColumnAmt |
| Exclusion | $2,615,059 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $122,350 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $522,563 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $343,476 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$221,126 | TotalRevenueColumnAmt |
| Exclusion | -$221,126 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $1,276,508 | $1,276,508 |
| AVIATION SERVICES | 611710 | $426,558 | $426,558 |
| CONFERENCING | 900099 | $137,343 | $137,343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,840,409 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,588,789 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $135,988,627 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,039,886 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,669,940 | TotalAmt |
| Program Services | $46,669,940 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,558,659 | TotalAmt |
| Program Services | $432,240 | ProgramServicesAmt |
| Management And General | $942,052 | ManagementAndGeneralAmt |
| Fundraising | $184,367 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,831,883 | TotalAmt |
| Program Services | $42,830,386 | ProgramServicesAmt |
| Management And General | $4,805,012 | ManagementAndGeneralAmt |
| Fundraising | $1,196,485 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,877,972 | TotalAmt |
| Program Services | $2,534,505 | ProgramServicesAmt |
| Management And General | $274,737 | ManagementAndGeneralAmt |
| Fundraising | $68,730 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,032,650 | TotalAmt |
| Program Services | $7,806,173 | ProgramServicesAmt |
| Management And General | $989,513 | ManagementAndGeneralAmt |
| Fundraising | $236,964 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,624,844 | TotalAmt |
| Program Services | $3,123,890 | ProgramServicesAmt |
| Management And General | $403,817 | ManagementAndGeneralAmt |
| Fundraising | $97,137 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,252 | TotalAmt |
| Management And General | $183,252 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,225 | TotalAmt |
| Management And General | $69,225 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,387 | TotalAmt |
| Fundraising | $159,387 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $982,652 | TotalAmt |
| Program Services | $921,915 | ProgramServicesAmt |
| Management And General | $60,737 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,781,371 | TotalAmt |
| Program Services | $3,411,471 | ProgramServicesAmt |
| Management And General | $1,304,526 | ManagementAndGeneralAmt |
| Fundraising | $65,374 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,016,597 | TotalAmt |
| Program Services | $2,016,597 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,075 | TotalAmt |
| Program Services | $1,027,489 | ProgramServicesAmt |
| Management And General | $54,582 | ManagementAndGeneralAmt |
| Fundraising | $36,004 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,002,877 | TotalAmt |
| Program Services | $1,855,323 | ProgramServicesAmt |
| Management And General | $147,554 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,836,562 | TotalAmt |
| Program Services | $7,797,772 | ProgramServicesAmt |
| Management And General | $29,389 | ManagementAndGeneralAmt |
| Fundraising | $9,401 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $877,811 | TotalAmt |
| Program Services | $192,351 | ProgramServicesAmt |
| Management And General | $685,460 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTED SERVICES | $11,833,863 | $10,560,892 | $1,074,338 | $198,633 |
| OTHER EXPENSE | $2,344,266 | $1,455,886 | $879,134 | $9,246 |
| OTHER DIRECT EXPENSE | $1,902,878 | $1,887,010 | $15,868 | |
| DATA PROCESSING | $583,988 | $583,988 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,401,119 | TotalAmt |
| Program Services | $867,715 | ProgramServicesAmt |
| Management And General | $533,404 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,689,871 | TotalAmt |
| Program Services | $135,391,555 | ProgramServicesAmt |
| Management And General | $13,036,588 | ManagementAndGeneralAmt |
| Fundraising | $2,261,728 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,192,042 | BOYAmt |
| EOY | $6,989,453 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,743,575 | BOYAmt |
| EOY | $2,815,297 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,997,419 | BOYAmt |
| EOY | $64,252,175 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,591 | BOYAmt |
| EOY | $616,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $206,300,670 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $83,702,353 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,555,496 | BOYAmt |
| EOY | $122,598,317 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,001,340 | BOYAmt |
| EOY | $56,328,687 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $135,083 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,125,463 | BOYAmt |
| EOY | $253,735,507 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,783,819 | BOYAmt |
| EOY | $10,468,797 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,023,093 | BOYAmt |
| EOY | $61,535,029 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,600,000 | BOYAmt |
| EOY | $74,430,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,177,569 | BOYAmt |
| EOY | $4,156,905 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,584,481 | BOYAmt |
| EOY | $150,590,731 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,364,930 | BOYAmt |
| EOY | $72,547,936 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,587,502 | BOYAmt |
| EOY | $23,478,730 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,588,550 | BOYAmt |
| EOY | $7,118,110 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,540,982 | BOYAmt |
| EOY | $103,144,776 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,125,463 | BOYAmt |
| EOY | $253,735,507 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,898,918 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,841,661 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$136,785 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,157,876 | BeginningYearBalanceAmt |
| Contributions | $972,175 | ContributionsAmt |
| Investment Earnings Or Losses | $6,043,927 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $612,673 | GrantsOrScholarshipsAmt |
| End Year Balance | $52,561,305 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,829,607 | BeginningYearBalanceAmt |
| Contributions | $2,243,086 | ContributionsAmt |
| Investment Earnings Or Losses | $3,497,454 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $412,271 | GrantsOrScholarshipsAmt |
| End Year Balance | $46,157,876 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,831,324 | BeginningYearBalanceAmt |
| Contributions | $508,044 | ContributionsAmt |
| Investment Earnings Or Losses | $869,868 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $379,629 | GrantsOrScholarshipsAmt |
| End Year Balance | $40,829,607 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,755,517 | BeginningYearBalanceAmt |
| Contributions | $972,928 | ContributionsAmt |
| Investment Earnings Or Losses | $4,436,329 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $333,450 | GrantsOrScholarshipsAmt |
| End Year Balance | $39,831,324 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,027,556 | BeginningYearBalanceAmt |
| Contributions | $669,681 | ContributionsAmt |
| Investment Earnings Or Losses | -$609,182 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $298,202 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $34,336 | AdministrativeExpensesAmt |
| End Year Balance | $34,755,517 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.71490 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.13540 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14970 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,051,647 | InvestmentCostOrOtherBasisAmt |
| Book Value | $3,051,647 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $138,050,274 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $48,797,378 | DepreciationAmt |
| Book Value | $89,252,896 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,294,601 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $556,473 | DepreciationAmt |
| Book Value | $738,128 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $37,335,784 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $28,647,847 | DepreciationAmt |
| Book Value | $8,687,937 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $26,568,364 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $5,700,655 | DepreciationAmt |
| Book Value | $20,867,709 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $122,598,317 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| TRUST STOCK FUNDS | $6,548,241 | F |
| OTHER INVESTMENTS | $583,633 | F |
| LAND | $11,620,000 | F |
| NORTHERN TRUST TRUST STOCK FUNDS | $34,523,906 | F |
| MAKENA INVESTMENT FUND | $3,052,907 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $56,328,687 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS HELD FOR OTHERS | $198,386 |
| SWAP LIABILITY | $3,881,488 |
| STUDENT AND OTHER DEPOSITS | $77,031 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,156,905 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $164,950,217 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,841,661 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $176,291 | OtherRevenueAmt |
| Revenue Not Reported | $3,017,952 | RevenueNotReportedAmt |
| Revenue Subtotal | $161,932,265 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$343,476 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$343,476 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $161,588,789 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $151,346,423 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $656,552 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $656,552 | ExpensesNotReportedAmt |
| Expenses Subtotal | $150,689,871 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $150,689,871 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS AND SPECIFIC ACADEMIC PROGRAM SUPPORT WHERE THE OPERATING FUNDS ARE NOT AVAILABLE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COLLEGE WORK-STUDY MATCHING GRANT 313,076. UNREALIZED LOSS ON INTEREST RATE SWAP AGREEMENT LIABILITY -136,785. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSE NETTED WITH REVENUE ON 990, SHOWN GROSS ON AUDITED FINANCIAL STATEMENTS -343,476. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COLLEGE WORK-STUDY MATCHING GRANT 313,076. DIRECT FUNDRAISING EXPENSE ON FINANCIAL STATEMENTS, NETTED WITH REVENUE ON 990 343,476. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | Yes (1) | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | IN ALL PUBLICATIONS USED BY THE UNIVERSITY TO SOLICIT STUDENTS FROM THE COMMUNITY, A NONDISCRIMINATORY POLICY STATEMENT IS INCLUDED. AN EXAMPLE OF THE STATEMENT FOLLOWS; "LEWIS UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, HANDICAP OR SEX IN THE RECRUITMENT AND ADMISSION OF STUDENTS." |
| SCHEDULE E, PART I, LINE 6 | SCHEDULE E PART V LINE 6A - THE UNIVERSITY RECEIVES GOVERNMENT SUBSIDIES OF RESTRICTED AND UNRESTRICTED NATURE TO BE USED FOR GENERAL INSTITUTIONAL AND SPECIAL EDUCATIONAL PURPOSES. SCHEDULE E PART V LINE 6B - EFFECTIVE JULY 1, 1987 THE NURSING STUDENT LOAN (NSL) PROGRAM AT THE UNIVERSITY WAS PLACED IN TERMINATED STATUS BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. THIS RESULTED FROM THE SCHOOL NOT REDUCING THE PROGRAM'S DELINQUENCY RATE TO A SPECIFIED LEVEL AS REQUIRED BY PERFORMANCE STANDARD REGULATIONS FOR THE NSL PROGRAM. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS R KENNEDY & ASSOCIATES | ||||||||
| 9896 WEST 74TH WAY | ARVADA | CO | 80005 | CONTACTS DONORS TO SOLICIT FUNDS | Yes (1) | $0 | $49,552 | $0 |
| RUFFALO CODY | ||||||||
| PO BOX 3018 | CEDAR RAPIDS | IA | 524063018 | STAFF AND MANAGEMENT OF PHONATHON | 0 | $0 | $85,767 | $0 |
| TER MOLEN WATKINS & BRANDT | ||||||||
| TWO NORTH RIVERSIDE PLAZA SUITE 103 | CHICAGO | IL | 60606 | CONTACTS DONORS TO SOLICIT FUNDS | 0 | $0 | $24,068 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $159,387 | TotalRetainedByContractorsAmt |
| Licensed States | IL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SIGNUM FIDEI | NameOfEvent1Amt |
| Gross Receipts Event1 | $528,777 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $423,427 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $105,350 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $106,152 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $80,320 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | PHON-A-THON | NameOfEvent2Amt |
| Gross Receipts Event2 | $82,632 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $82,632 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $126,863 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $33,504 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $16,504 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $17,000 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $23,353 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,788 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $644,913 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $522,563 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $122,350 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $129,505 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $213,971 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $343,476 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$221,126 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR STUDENTS ATTENDING LEWIS UNIVERSITY | GrantTypeTxt |
| Recipient | 3843 | RecipientCnt |
| Cash Grant | $46,669,940 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE OFFICE OF FINANCIAL AID SERVICES AWARDS FINANCIAL AID IN ACCORDANCE WITH THE HIGHER EDUCATION ACT. FEDERAL AND STATE AWARDING GUIDELINES ARE USED IN AWARDING STUDENT'S FINANCIAL AID. STUDENT'S ACCOUNTS ARE REVIEWED ON A BI-WEEKLY BASIS TO ENSURE THAT ALL STUDENTS ARE CURRENTLY ENROLLED ACCORDING TO APPROPRIATE GUIDELINES. A QUALITY CONTROL CHECK IS IN PLACE IN THAT A FILE AUDIT IS PERFORMED OF A RANDOM SAMPLE OF FILES TO ENSURE THAT PROPER PROCEDURES ARE BEING FOLLOWED. AN ANNUAL AUDIT IS PERFORMED BY AN OUTSIDE COMPANY TO ENSURE THAT THERE ARE NO GROSS VIOLATIONS OF FEDERAL AND STATE REGULATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHANY SCHLACTER | ||||||||||||||
| PROVOST | $237,371 | $0 | $0 | $0 | $3,558 | $0 | $15,429 | $0 | $8,440 | $0 | $264,798 | $0 | $0 | $0 |
| ROBERT DEROSE | ||||||||||||||
| SENIOR VICE PRESIDENT / CFO | $216,287 | $0 | $0 | $0 | $8,996 | $0 | $14,059 | $0 | $20,234 | $0 | $259,576 | $0 | $0 | $0 |
| WAYNE DRAUDT | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $228,004 | $0 | $0 | $0 | $8,008 | $0 | $14,820 | $0 | $20,234 | $0 | $271,066 | $0 | $0 | $0 |
| LENORD BERTOLINI | ||||||||||||||
| VICE PRESIDENT - UNIVERSITY ADVANCEM | $160,116 | $0 | $0 | $0 | $6,164 | $0 | $10,408 | $0 | $20,234 | $0 | $196,922 | $0 | $0 | $0 |
| JOSEPH FALESE | ||||||||||||||
| SENIOR VICE PRESIDENT, STUDENT SERVI | $157,943 | $0 | $0 | $0 | $516 | $0 | $10,266 | $0 | $0 | $0 | $168,725 | $0 | $0 | $0 |
| RAMI KHASAWNEH | ||||||||||||||
| DEAN, COLLEGE OF BUSINESS | $187,381 | $0 | $0 | $0 | $13,364 | $0 | $12,180 | $0 | $20,234 | $0 | $233,159 | $0 | $0 | $0 |
| LAWRENCE HILL | ||||||||||||||
| PROFESSOR, COLLEGE OF BUSINESS | $151,932 | $0 | $0 | $0 | $1,990 | $0 | $9,876 | $0 | $8,440 | $0 | $172,238 | $0 | $0 | $0 |
| RAYMOND KLUMP | ||||||||||||||
| PROFESSOR, MATH/COMPUTER SCIENCE | $147,865 | $0 | $0 | $0 | $6,104 | $0 | $9,611 | $0 | $20,234 | $0 | $183,814 | $0 | $0 | $0 |
| MICHELE YOUNG | ||||||||||||||
| SPECIAL ASSISTANT TO THE PROVOST | $158,916 | $0 | $0 | $0 | $2,058 | $0 | $10,330 | $0 | $8,440 | $0 | $179,744 | $0 | $0 | $0 |
| FAISAL ABDULLAH | ||||||||||||||
| PROFESSOR, COLLEGE OF BUSINESS | $148,408 | $0 | $0 | $0 | $6,092 | $0 | $9,647 | $0 | $20,234 | $0 | $184,381 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE UNIVERSITY PRESIDENT RECEIVES $9,600 PER ANNUM TO USE FOR OUT-OF-POCKET SITUATIONS THAT ARISE (I.E. TRAVEL INCIDENTALS, EMERGENCIES, PASTORAL NEEDS, SOCIAL GIFTS, ETC.). THE PRESIDENT RECEIVES NO DIRECT COMPENSATION FROM THE UNIVERSITY. |
| PART II | COMPENSATION FOR BROTHER JAMES GAFFNEY, FSC, PRESIDENT, WAS PAID DIRECTLY TO THE CHRISTIAN BROTHERS OF THE MIDWEST, INC. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| VILLAGE OF ROMEOVILLE WILL COUNTY ILLINOIS | ||||||||
| A | 366009349 | 77615NAA2 | 2006-04-26 | $44,950,000 | VARIOUS CAPITAL PROJECTS | 0 | 0 | 0 |
| VILLAGE OF ROMEOVILLE WILL COUNTY ILLINOIS | ||||||||
| B | 366009349 | 77615NABO | 2011-12-21 | $24,300,000 | VARIOUS CAPITAL PROJECTS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $45,122,389 | $24,533,450 | $588,939 | $20,000,000 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| B | $24,300,000 | $284,860 | $24,015,140 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 9.800000000000 | 0 | 0 | 0 | 0 | 0 |
| WELLS FARGO | ||||||||||||
| B | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 6.750000000000 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: VILLAGE OF ROMEOVILLE, WILL COUNTY, ILLINOIS DATE THE REBATE COMPUTATION WAS PERFORMED: 04/26/2011 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACY JOHNSON & WILSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $3,566 | TransactionAmt |
| Transaction | LEGAL SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $127,808 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET PRICE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $135,083 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SOFTWARE LICE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | SIGNIFICANT CHANGES TO THE UNIVERSITY'S BYLAWS INCLUDE: 1. THE BOARD OF TRUSTEES IS NO LONGER RESPONSIBLE FOR ESTABLISHING THE ANNUAL BUDGET BUT IS RESPONSIBLE FOR REVIEWING AND APPROVING SUCH DOCUMENT. 2. THE BOARD OF TRUSTEES MAY CHANGE THE REQUIREMENT OF MAINTAINING PREFERENCE FOR A CHRISTIAN BROTHER AS PRESIDENT OF THE UNIVERSITY, PRESUMING HE OR SHE IS EQUALLY OR MORE QUALIFIED THAN OTHER CANDIDATES. 3. THE PROVINCIAL OF THE OF THE MIDWEST PROVINCE OF THE CHRISTIAN BROTHERS CAN DESIGNATE DEDICATED AND CAPABLE LASALLIANS TO FILL UP TO THREE OF THE SIX RESERVED POSITIONS FOR CHRISTIAN BROTHERS ON THE BOARD AS SUBSTITUTES FOR CHRISTIAN BROTHER CANDIDATES. 4. THE TERM OF A BOARD OF TRUSTEE MEMBER WILL END AT THE CONCLUSION OF THE ACADEMIC YEAR DURING THE YEAR HIS OR HER CURRENT TERM EXPIRES, UNLESS ELIGIBLE AND SUBSEQUENTLY REELECTED BY THE BOARD. 5. A BOARD OF TRUSTEE MEMBER IS ELIGIBLE FOR REELECTION AFTER ABSENCE OF ONE YEAR, UPON COMPLETION OF TWELVE YEARS OF SERVICE. 6. ACTIONS TAKEN BY THE BOARD OF TRUSTEES WITHOUT FORMAL MEETING ARE FULLY VALID AND EFFECTIVE AND THE RESOLUTION OR ACTION WILL BE INCLUDED IN THE OFFICIAL MINUTES OF THE TRUSTEES. 7. THE EXECUTIVE VICE PRESIDENT POSITION AND RELATED DUTIES HAVE BEEN REMOVED FROM INCLUSION IN THE BYLAWS. 8. THE SENIOR VICE PRESIDENT/CHIEF FINANCIAL OFFICER HAS REPLACED VARIOUS RESPONSIBILITIES OF THE EXECUTIVE VICE PRESIDENT POSITION WHICH INCLUDE: A. PARTICIPATION ON VARIOUS COMMITTEES B. ASSISTANT TO THE SECRETARY AND TREASURER C. WITH ALL OTHER FISCAL OFFICERS, GIVE BONDS IN THE AMOUNTS THE BOARD OF TRUSTEES DEEM APPROPRIATE 9. WHEN THE PRESIDENT IS INCAPACITATED, THE PROVOST TEMPORARILY ASSUMES THOSE DUTIES AND RESPONSIBILITIES OF THE PRESIDENT UNTIL THE BOARD APPOINTS AN ACTING PRESIDENT. 10.THE BOARD OF TRUSTEES THROUGH THE COMPENSATION SUB-COMMITTEE SHOULD ENSURE REASONABLE COMPENSATION OF ALL UNIVERSITY EMPLOYEES, PRESIDENT, AND TOP ADMINISTRATORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE UNIVERSITY IS SPONSORED BY THE CHRISTIAN BROTHERS OF THE MIDWEST, INC. PURSUANT TO THE SPONSORSHIP COVENANT SIGNED IN AUGUST 2001, THE FOLLOWING SIGNIFICANT LEGAL ASPECTS ARE INCORPORATED INTO THE DOCUMENT: 1. BOARD MEMBERSHIP - 6 MEMBERS ARE TO BE CHRISTIAN BROTHERS 2. RESERVED POWERS FOR THE CHRISTIAN BROTHERS REGARDING: (A) TO SELL, TRANSFER, OR ENCUMBER REAL PROPERTY ASSETS OF THE UNIVERSITY; (B) TO DISSOLVE THE CORPORATION OR CLOSE THE UNIVERSITY; (C) TO MERGE WITH ANOTHER CORPORATION OR EDUCATIONAL ENTITY; (D) TO AMEND THE BY-LAWS OR THE CORPORATE CHARTER OF THE UNIVERSITY; (E) TO CHANGE THE CATHOLIC CHARACTER OR THE CHRISTIAN BROTHERS' SPONSORSHIP OF THE UNIVERSITY; AND (F) TO CHANGE THE REQUIREMENTS OF HAVING A CHRISTIAN BROTHER AS PRESIDENT OF THE UNIVERSITY. 3. THE PRESIDENT OF THE UNIVERSITY SHALL BE A CHRISTIAN BROTHER, UNLESS THE BOARD OF TRUSTEES, WITH THE CONCURRENT OF THE PROVINCIAL OF THE CHRISTIAN BROTHERS AND HIS COUNCIL, DETERMINE THERE IS NO CHRISTIAN BROTHER QUALIFIED AND AVAILABLE TO SERVE IN THIS CAPACITY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE IRS FORM 990 IS ELECTRONICALLY SENT TO ALL AUDIT COMMITTEE MEMBERS FOR REVIEW AND APPROVAL. ONCE APPROVED BY THE AUDIT COMMITTEE, IT IS MADE ELECTRONICALLY AVAILABLE TO ALL BOARD MEMBERS. APPROXIMATELY TWO WEEKS LATER, THE RETURN IS ELECTRONICALLY FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST FORMS COMPLETED BY THE BOARD OF TRUSTEE MEMBERS, THE ADMINISTRATION AND OTHERS INVOLVED IN PROVIDING GOODS AND SERVICES FOR THE UNIVERSITY ARE REVIEWED BY PURCHASING AND BUSINESS OFFICE PERSONNEL AS WELL AS SENIOR MANAGEMENT. ALL PROCUREMENTS OVER $5,000 ARE REVIEWED BY THE SENIOR VICE PRESIDENT/ CHIEF FINANCIAL OFFICER; ALL PROCUREMENTS OVER $10,000 ARE ALSO REVIEWED BY THE PROVOST FOR HER REPORTING AREA; AND ALL PROCUREMENTS OVER $20,000 ARE ALSO REVIEWED BY THE PRESIDENT, SEVERAL LEVELS OF REVIEW ARE ESTABLISHED TO DETECT CONFLICT OF INTEREST SITUATIONS BEFORE CONTRACTUAL RELATIONSHIPS ARE ENTERED INTO. IN ADDITION, BOARD OF TRUSTEE CONFLICT OF INTEREST FORMS ARE REVIEWED BY THE AUDIT COMMITTEE CHAIR. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN DETERMINING THE COMPENSATION FOR THE PRESIDENT OF THE UNIVERSITY, THE BOARD SEEKS TO PROVIDE COMPENSATION TO THE PRESIDENT WHICH IS FAIR AND REASONABLE AND BASED UPON PERFORMANCE COMMITTMENT AND AVAILABLE RESOURCES. THE AMOUNT OF COMPENSATION SHOULD GENERALLY BE WITHIN THE RANGE OF PEER AND AREA SCHOOLS. IN DETERMINING COMPENSATION, A COMPENSATION COMMITTEE COMPRISED OF THE CHAIR AND VICE CHAIR OF THE BOARD OF TRUSTEES AND THE BOARD TREASURER REVIEW IN DETAIL COMPENSATION INFORMATION CONTAINED IN PEER AND AREA SCHOOLS ON THEIR RESPECTIVE IRS FORM 990 AS WELL AS CHRONICLE OF HIGHER EDUCATION EXECUTIVE COMPENSATION SURVEY RESULTS. IN ADDITION, THE UNIVERSITY CONTRACTED WITH AN OUTSIDE FIRM TO STUDY AND AID IN THE DETERMINATION OF EXECUTIVE PAY. THE COMPENSATION COMMITTEE THEN PREPARES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHO MAKE THE FINAL DETERMINATION REGARDING COMPENSATION OF THE PRESIDENT. PRESIDENTIAL COMPENSATION IS PAID DIRECTLY TO THE CHRISTIAN BROTHERS OF THE MIDWEST, INC. THE COMPENSATION COMMITTEE ALSO IS AVAILABLE TO ADDRESS OTHER COMPENSATION MATTERS AS REQUESTED BY THE PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | IRS FORM 990, ARTICLES OF INCORPORATION, UNIVERSITY BY-LAWS, HUMAN RESOURCES (POLICY) MANUAL, AND UNIVERSITY AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW BY REQUEST TO THE SENIOR VICE PRESIDENT/ CHIEF FINANCIAL OFFICER OF LEWIS UNIVERSITY, ONE UNIVERSITY PARKWAY, ROMEOVILLE, ILLINOIS 60446. |
| FORM 990, PART XI, LINE 9: | UNREALIZED LOSS ON THE UNIVERSITY'S INTEREST RATE SWAP AGREEMENTS -136,785. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS UNIVERSITY ENDOWMENT FUND INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PARKWAY | AddressLine1 |
| City | ROMEOVILLE | City |
| State | IL | State |
| ZIP Code | 60441 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510183519 | EIN |
| Primary Activities | ORGANIZATION IS DORMANT | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 509(A)(3) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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