2013-01-24T09:48:42-06:00 2012-06-30 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2011-07-01 430694556 FONTBONNE UNIVERSITY % DR GARY ZACK FONT 3148623456 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 DR GARY ZACK 2012-10-31 true 3142903300 2011 2016-02-25 16:41:14Z DR DENNIS GOLDEN 6800 WYDOWN BLVD ST LOUIS MO 63105 49215629 false X www.fontbonne.edu X 1923 MO FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING THAT SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY AND TO ASSUME RESPONSIBILITY AS CITIZENS AND LEADERS. 20 20 974 100 0 1963602 3257368 39682256 37479927 1385927 649333 247844 110891 43279629 41497519 9465842 9523929 0 0 21975045 21803939 0 0 1352393 12304051 12497800 43744938 43825668 -465309 -2328149 68497366 64960796 19860435 19361814 48636931 45598982 X FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING DEDICATED TO THE DISCOVERY, UNDERSTANDING, PRESERVATION AND DISSEMINATION OF TRUTH. FONTBONNE SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY AND TO ASSUME RESPONSIBILTY AS CITIZENS AND LEADERS. FONTBONNE OFFERS BOTH UNDERGRADUATE AND GRADUATE PROGRAMS IN AN ATMOSPHERE CHARACTERIZED BY INCLUSION, OPEN COMMUNICATION AND PERSONAL CONCERN. THE UNDERGRADUATE PROGRAMS PROVIDE A SYNTHESIS OF LIBERAL AND PROFESSIONAL EDUCATION. AS A CATHOLIC UNIVERSITY SPONSORED BY THE SISTERS OF ST. JOSEPH OF CARONDELET, FONTBONNE IS ROOTED IN THE JUDEO-CHRISTIAN TRADITION. false false 33005006 9523929 37479927 FONTBONNE IS AN ACCREDITED UNIVERSITY that offers undergraduate and graduate degree programs, WHICH ALSO PROVIDES AUXILIARY SERVICES SUCH AS DORMITORIES, DINING HALL AND A BOOK STORE FOR THE CONVENIENCE OF ITS STUDENTS AND FACULTY. TOTAL BENEFITTED (AVERAGE FTE) = 1,638 33005006 true true false false false false false false false true true false false false true false true false true false false false false false true false false false true true true false false false false false false false false false false true false false false false false false false false false true 168 0 true 974 true false false false false false true true false false false false X 20 20 true false false false false false false true true false true true true true true true true true true true false X X DR GARY ZACK 3147198017 6800 WYDOWN BLVD ST LOUIS MO 631053098 X MSGR HENRY J BREIER 1.0 X 0 0 SUSAN E BUFORD 1.0 X 0 0 JOHN P CAPELLUPO 1.0 X 0 0 JEAN DEBLOIS CSJ 1.0 X 0 0 VERNON J EARDLEY 1.0 X 0 0 BONNIE J ECKELKAMP 1.0 X 0 0 HELEN FLEMINGTON CSJ 1.0 X 0 0 PEGGY FORREST 1.0 X 0 0 LEO G HAAS 1.0 X 0 0 KATHERINE HANLEY CSJ 1.0 X 0 0 BARBARA JENNINGS CSJ 1.0 X 0 0 KATHY CONLEY JONES 1.0 X 0 0 JOAN A KELLY 1.0 X 0 0 GARY E KROSCH 1.0 X 0 0 MARY MARGARET LAZIO CSJ 1.0 X 0 0 ELIZABETH LEIWE CSJ 1.0 X 0 0 RICHARD J MANSFIELD III 1.0 X 0 0 JOSEPH B MCGLYNN JR 1.0 X 0 0 DANIEL V TWARDOWSKI 1.0 X 0 0 SUZANNE WESLEY CSJ 1.0 X 0 0 DR DENNIS C GOLDEN 40.0 X 224549 0 51542 DR GREGORY F TAYLOR 40.0 X 146546 0 42302 DR GARY L ZACK 40.0 X 143198 0 48618 MARK L FRANZ 40.0 X 107594 0 8511 GALE BORKOWSKI RICE 40.0 X 111040 0 11078 PEGGY MUSEN 40.0 X 107108 0 4045 LINDA MAGRATH 40.0 X 107172 0 7669 947207 0 173765 7 false true false GREENSFELDER HEMKER GALE PC 10 S BROADWAY ST LOUIS MO 63102 LEGAL SERVICES 104032 RUFFALOCODY LLC 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 MARKETING & SOFTWARE 167123 HUNTLEIGH TRANSPORTATION SERVICE CO 820 ROSEDALE AVE SAINT LOUIS MO 63112 TRANSPORTATION 140885 3 71771 302283 2883314 129966 3257368 TUITION AND FEES 35046760 35046760 AUXILIARY SERVICES 2433167 2433167 37479927 528842 528842 0 0 7775916 7655425 120491 120491 120491 56444 71771 62685 -6241 -6241 0 0 MISCELLANEOUS 117132 117132 117132 41497519 37479927 760224 0 9523929 9523929 0 0 707799 236223 430160 41416 0 17522562 12160085 4711943 650534 518057 418725 85421 13911 1805216 1191956 537403 75857 1250305 912543 287579 50183 0 118134 118134 78400 78400 0 0 0 17909 17909 1474060 689121 645897 139042 2248706 1408706 699525 140475 754285 238140 516145 0 800226 774463 25763 397061 352859 36364 7838 0 128451 114239 13832 380 747246 747246 0 2458006 2304001 154005 330543 29363 301180 EQUIPMENT RENTAL & MAINTENANCE 576458 244559 330187 1712 ATHLETIC PROGRAMS 385595 256080 129515 FOOD SERVICE 659336 659336 TELEPHONE 188075 12296 175779 1135309 731136 302643 101530 43825668 33005006 9468269 1352393 0 0 8771216 5967054 2488401 2070704 1035396 1199229 0 0 0 0 0 0 0 0 491808 525976 60025426 29456916 31937601 30568510 20331605 21826655 0 0 1777552 1670754 0 0 1663787 1131914 68497366 64960796 1559794 1371758 0 0 0 0 13305000 12970000 0 0 0 0 0 0 0 0 4995641 5020056 19860435 19361814 X 33197997 31023537 6948954 5645778 8489980 8929667 48636931 45598982 68497366 64960796 X -2328149 -709800 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20270577 444723 -1225901 19489399 17389795 270986 2927214 317418 20270577 14707179 1068731 1751462 137577 17389795 18072426 82727 -2851618 596356 0 0 14707179 0.48200 0.45000 0.06800 false false 94363 94363 43809952 18130050 25679902 1641505 961038 680467 8559141 7388141 1171000 5920465 2977687 2942778 30568510 0 DEFERRED TUITION & FEES 2798364 REFUNDABLE GOVERNMENT LOANS 1793311 ASSET RETIREMENT OBLIGATION 100489 OTHER LIABILITIES 215480 REFUNDABLE ADVANCE 75000 FEDERAL FUNDS PAYABLE 37412 5020056 41497519 43825668 -2328149 -709800 -709800 -3037949 32568391 -709800 -709800 33278191 8219328 8219328 41497519 35606340 35606340 8219328 8219328 43825668 FINANCIAL AID SCHEDULE D, PARTS XII AND XIII, LINES 4B FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS BUT SHOWN AS EXPENSE ON TAX RETURN $8,239,783 AND SPECIAL EVENT INCOME AND EXPENSES NETTED AGAINST EXPENSES ON FINANCIAL STATEMENTS BUT SHOWN AS REVENUE ON TAX RETURN. $8,239,783 (20,455) ----------- $8,219,328 ENDOWMENT SCHEDULE D, PART V, QUESTION 4 The University's endowment consists of 108 individual funds established for a variety of purposes, mostly to provide scholarships for students and to support a variety of academic programs offered by the University. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments (including the long-term reserves). true true true true true true true false false false false false false false false true false true RACIALLY NONDISCRIMINATORY POLICY LINE 3 STATEMENT IS INCLUDED IN ALL ADVERTISEMENTS, INCLUDING UNIVERSITY CATALOG. GOLF TOURNAMENT 100406 71771 28635 25378 14421 15 27809 27809 22886 128215 71771 56444 25378 22886 14421 62685 -6241 true ALLOCATIONS OF FINANCIAL AID - 989 STUDENTS 1400 9523929 GRANTS SCHEDULE I, PART I, LINE 2 THE GRANTS MADE BY THE UNIVERSITY PRIMARILY CONSIST OF STUDENT FINANCIAL AID FOR SCHOLARSHIPS. SCHOLARSHIPS ARE AWARDED and monitored BY THE UNIVERSITY'S FINANCIAL AID DEPARTMENT TO ELIGIBLE STUDENTS BASED UPON A NUMBER OF DIFFERENT CRITERIA, INCLUDING MERIT, ACADEMIC ACHIEVEMENT, AND FINANCIAL NEED. X X true true X X X true true false false false false false false false DR DENNIS C GOLDEN 224549 0 0 0 41505 10037 276091 0 DR GREGORY F TAYLOR 146546 0 0 0 35865 6437 188848 0 DR GARY L ZACK 143198 0 0 0 35423 13195 191816 0 NONQUALIFIED PLAN FORM 990, SCHEDULE J, PART I, QUESTION 4B THE UNIVERSITY HAS ESTABLISHED A SUPPLEMENTAL INELIGIBLE DEFERRED COMPENSATION PLAN (DESCRIBED IN SECTION 457(F) OF THE INTERNAL REVENUE CODE) FOR CERTAIN MEMBERS OF THE EXECUTIVE TEAM. DURING THE CURRENT FISCAL YEAR, THE UNIVERSITY PRESIDENT (DR. DENNIS GOLDEN), THE EXECUTIVE VICE PRESIDENT (GREG TAYLOR) AND THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION (DR. GARY ZACK) WERE PARTICIPANTS IN THE PLAN. THE COMPENSATION AMOUNTS LISTED, BY INDIVIDUAL, ON SCHEDULE J, PART II, INCLUDE THE FOLLOWING DEFERRED COMPENSATION AMOUNTS: DR. GOLDEN - $35,000, GREG TAYLOR - $12,300, DR. ZACK - $12,300. THE ANNUAL CONTRIBUTIONS TO THE DEFERRED COMPENSATION PLAN ARE HELD IN A SEPARATE INVESTMENT ACCOUNT BY THE UNIVERSITY. HEALTH & EDUCATIONAL FACILITIES AUTHORITY OF MO 431178966 2009-12-17 13620000 1998 REFUNDING/AB HALL RENOVATION false false false 0 0 13620000 0 0 5926372 153628 0 0 7540000 0 0 2010 true false true true false false false false 0.00000 0.00000 0.00000 true true false false 0 false 0 false false X 14 115545 FMV X VARIOUS AUCTION ITEMS (TICKETS, PASSES, GOLF) 26 14421 FMV false false false REVIEW OF FORM 990 PART VI, SECTION B, QUESTION 11b: THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. SUBSEQUENT TO THE APPROVAL OF THE FORM BY THE AUDIT COMMITTEE, THE FORM IS PROVIDED TO THE BOARD OF TRUSTEES ELECTRONICALLY AND THEN FILED WITH THE IRS BY MANAGEMENT. CONFLICT OF INTEREST PART VI, SECTION B, QUESTION 12C: THE UNIVERSITY REQUIRES EACH TRUSTEE OF THE BOARD TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE PROCESS IS MONITORED BY THE PRESIDENT'S OFFICE. CONFLICTS OF INTEREST ARE SUMMARIZED BY THE PRESIDENT'S OFFICE AND, WHEN APPLICABLE, KEY EMPLOYEES AND/OR BOARD TRUSTEES ARE EXCUSED FROM MEETINGS AND VOTES WHEN A TOPIC RELATED TO THE CONFLICT IS BEING DISCUSSED OR VOTED ON BY THE UNIVERSITY. COMPENSATION PROCESS PART VI, SECTION B, QUESTIONS 15A AND 15B Salary adjustments are typically made effective July 1 with the start of each new fiscal year. Prior to that date, the President asks the Vice President for Finance and Administration to compile a schedule that shows current salaries for each of the seven executive positions at the University with comparison salaries for other institutions. The comparison salaries are drawn from data compiled by CUPA, the College and University Personnel Association. Occasionally, an annual survey of executive compensation and benefits in higher education that is conducted by Yaffe & Co. is also used for salary benchmarking. Six categories of institutions are used in order to reflect a comprehensive comparison across several measures of institutional type: All Institutions with a budget from $30.9 M - $64.9 M, Private institutions with budgets between $25.8 M and $46.5 M, Private, religious institutions with budgets between $24.8 M and $41.5 M, Private, religious institutions with enrollment between 1939 and 2990, All institutions with enrollment between 1555 and 3031, Master's institutions with budgets < $45.6 M. Using the percentage adjustment approved for overall institutional salary adjustments in the coming year as an upper limit, the schedule also shows various rates of possible adjustments for each executive position. The President meets with the Vice President for Finance and Administration and the Executive Vice President to notify them of changes in executive compensation. The Vice President prepares a separate schedule with comparisons for the President's salary and submits this to the Chairman of the Board of Trustees. In consultation with the Executive Committee of the Board, the Chairman determines the salary of the President and notifies the Vice President for Finance and Administration. PUBLIC DOCUMENTS PART VI, SECTION C, QUESTION 19: THE DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST ADDRESSED TO THE UNIVERSITY INSTITUTIONAL ADVANCEMENT OFFICE. BRANCHES FORM 990, PART VI, SECTION B, LINE 10A THE UNIVERSITY HAS BRANCH LOCATIONS AT 4 SEPARATE FACILITIES LOCATED IN THE GREATER ST. LOUIS AREA. THE UNIVERSITY'S POLICIES AND PROCEDURES APPLY TO ALL BRANCHES AND ARE CONSISTENTLY ADHERED TO AT EACH LOCATION. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS CONSIST OF THE FOLLOWING: UNREALIZED LOSSES $709,800 BUSINESS RELATIONSHIPS PART VI, SECTION A, LINE 2 HELEN FLEMINGTON, a trustee of the board, SERVES ON THE PROVINCE LEADERSHIP COMMITTEE OF THE SISTERS OF ST. JOSEPH OF CARONDOLET (CSJ). THEREFORE, SHE HAS A BUSINESS RELATIONSHIP WITH THE OTHER SISTERS OF CSJ. THE FOLLOWING SISTERS OF CSJ SERVE ON THE FONTBONNE BOARD OF trustees WITH HELEN FLEMINGTON. SuZANNE Wesley, CSJ JEAN DEBLOIS, CSJ KATHERINE HANLEY, CSJ ELIZABETH A. LEIWE, CSJ MARY MARGARET LAZIO, CSJ BARBARA JENNINGS, CSJ SUZANNE WESLEY, a trustee of the board, SERVES ON THE PROVINCE LEADERSHIP COMMITTEE OF THE SISTERS OF ST. JOSEPH OF CARONDOLET (CSJ). THEREFORE, SHE HAS A BUSINESS RELATIONSHIP WITH THE OTHER SISTERS OF CSJ. THE FOLLOWING SISTERS OF CSJ SERVE ON THE FONTBONNE BOARD OF trustees WITH SUZANNE WESLEY. Helen Flemington, CSJ JEAN DEBLOIS, CSJ KATHERINE HANLEY, CSJ ELIZABETH A. LEIWE, CSJ MARY MARGARET LAZIO, CSJ BARBARA JENNINGS, CSJ