NATIONAL-LOUIS UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL-LOUIS UNIVERSITY (EIN 36-2167804)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201301349349300595
- Schema version
- 2011v1.5
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T08:23:22-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 200 E Main St Suite 700 | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167804 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL-LOUIS UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MARTY MICKEY VP FINANCE | InCareOfName |
| Name Control | NATI | NameControl |
| Phone | 8479475580 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CAPITOL DRIVE | AddressLine1 |
| City | WHEELING | City |
| State | IL | State |
| ZIP Code | 60090 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTY MICKEY | Name |
| Title | VP FINANCE | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joyce A Dulworth | Name |
| Phone | 2604604000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARTY MICKEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CAPITOL DRIVE | AddressLine1 |
| City | WHEELING | City |
| State | IL | State |
| ZIP Code | 60090 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 105879082 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.nl.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1912 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | NATIONAL-LOUIS UNIVERSITY PROVIDES ACCESS TO HIGHER EDUCATION THAT NURTURES OPPORTUNITY FOR STUDENTS THROUGH INNOVATIVE TEACHING, SCHOLARSHIP, COMMUNITY ENGAGEMENT, AND SERVICE EXCELLENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1574 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9751725 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11742038 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 76591248 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 69095167 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3388349 | InvestmentIncomePriorYear |
| Investment Income Current Year | -1403766 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 383896 | OtherRevenuePriorYear |
| Other Revenue Current Year | -95972 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 90115218 | TotalRevenuePriorYear |
| Total Revenue Current Year | 79337467 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3100637 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3874503 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 51394981 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 44846613 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1235012 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 36938926 | OtherExpensePriorYear |
| Other Expenses Current Year | 36146359 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 91434544 | TotalExpensesPriorYear |
| Total Expenses Current Year | 84867475 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1319326 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5530008 | RevenuesLessExpensesCY |
| Total Assets BOY | 109990233 | TotalAssetsBOY |
| Total Assets EOY | 102111379 | TotalAssetsEOY |
| Total Liabilities BOY | 54495429 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 53537892 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 55494804 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 48573487 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | NATIONAL-LOUIS UNIVERSITY'S MISSION IS TO DEVELOP HIGHLY COMPETENT AND HUMANE INDIVIDUALS TO SERVE AND LEAD IN AN INCREASINGLY DIVERSE AND GLOBAL SOCIETY. CENTRAL TO THIS MISSION IS A COMMITMENT TO LIFE-LONG AND ACTIVE ENGAGEMENT IN LEARNING. AS AN INDEPENDENT, NOT-FOR-PROFIT UNIVERSITY THAT VALUES TEACHING, NLU LINKS TESTED THEORY AND PRACTICE WITH THE ON-GOING EXPERIENCES OF ITS STUDENTS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 67212189 | Expense |
| Grants | 3874503 | Grants |
| Revenue | 69102960 | Revenue |
| Description | INSTRUCTION - THE UNIVERSITY SERVED THE FOLLOWING NUMBER OF STUDENTS IN ITS VARIOUS PROGRAMS OF INSTRUCTIONS: NATIONAL COLLEGE OF EDUCATION: 4,090 COLLEGE OF ARTS AND SCIENCES: 1,844 COLLEGE OF MANAGEMENT AND BUSINESS: 966 NO COLLEGE DESIGNATED: 2,474 TOTAL: 9,374 | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9179495 | Expense |
| Description | PUBLIC SERVICE - THE UNIVERSITY PROVIDES A NUMBER OF EDUCATIONAL AND CULTURAL PROGRAMS FOR THE GENERAL COMMUNITY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 76391684 | 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 | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | 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 | false | TaxExemptBonds |
| 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 | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 290 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1574 | 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 | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARTY MICKEY VP FINANCE | NamePerson |
| Telephone Number | 8479475580 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CAPITOL DRIVE | AddressLine1 |
| City | WHEELING | City |
| State | IL | State |
| ZIP Code | 60090 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Richard M Ross Jr | ||||||||
| Chairman of the Board | 1.0 | X | ||||||
| Margaret L Moreland | ||||||||
| Trustee, Vice Chair of Board | 1.0 | X | ||||||
| Douglas D Ryan | ||||||||
| Secretary of the Board | 1.0 | X | ||||||
| Joseph M Kunze | ||||||||
| Treasurer of the Board | 1.0 | X | ||||||
| Shannon A Brown | ||||||||
| Trustee | 1.0 | X | ||||||
| Brendan Carroll | ||||||||
| Trustee | 1.0 | X | ||||||
| Mark A Chudzinski | ||||||||
| Trustee | 1.0 | X | ||||||
| David A Helfand | ||||||||
| Trustee | 1.0 | X | ||||||
| Rhonda L Hopps | ||||||||
| Trustee | 1.0 | X | ||||||
| R Tighe Magnuson | ||||||||
| Trustee | 1.0 | X | ||||||
| Roxane McLean | ||||||||
| Trustee | 1.0 | X | ||||||
| Kathleen P Nixon | ||||||||
| Trustee | 1.0 | X | ||||||
| Sheila T Romano EdD | ||||||||
| Trustee | 1.0 | X | ||||||
| Scott S Smith | ||||||||
| Trustee | 1.0 | X | ||||||
| Mario M Tricoci | ||||||||
| Trustee | 1.0 | X | ||||||
| Gregory A White | ||||||||
| Trustee | 1.0 | X | ||||||
| Nivine Megahed PhD | ||||||||
| President | 50.0 | X | 397712 | 0 | 31896 | |||
| Christine Quinn | ||||||||
| Provost | 50.0 | X | 227413 | 0 | 22736 | |||
| Douglas K Kay Left 612 | ||||||||
| VP of Finance | 50.0 | X | 190181 | 0 | 21007 | |||
| Thomas Bergmann | ||||||||
| VP of Human Resources | 50.0 | X | 153988 | 0 | 20513 | |||
| Bobbi Biringer Effective 511 | ||||||||
| VP of Enrollment | 50.0 | X | 91088 | 3318 | ||||
| Marty Mickey Effective 512 | ||||||||
| VP of Finance | 50.0 | X | 96130 | 0 | 18112 | |||
| McCeil Johnson | ||||||||
| Exec. Dir. of Legal Services | 50.0 | X | 94677 | 9385 | ||||
| Joselyn Zivin | ||||||||
| VP of Marketing | 50.0 | X | 157511 | 0 | 13441 | |||
| George Litman Until 711 | ||||||||
| VP of Strategic Initiatives | 50.0 | X | 137043 | 0 | 16775 | |||
| William Roberts left 412 | ||||||||
| VP of Operations | 50.0 | X | 139396 | 0 | 15492 | |||
| Costas Spirou | ||||||||
| Faculty - CAS | 40.0 | 128054 | 0 | 15860 | X | |||
| Diane German | ||||||||
| Faculty - NCE | 40.0 | 134111 | 0 | 16303 | X | |||
| Paula Bloom | ||||||||
| Faculty - NCE | 40.0 | 131180 | 0 | 16965 | X | |||
| Alison Hilsabeck | ||||||||
| Dean, NCE | 40.0 | 142938 | 0 | 14726 | X | |||
| Carol Melnick | ||||||||
| Vice Provost | 40.0 | 150800 | 0 | 8904 | X | |||
| Kathleen Walsh | ||||||||
| Interim Provost (until 1/11) | 50.0 | 121393 | 12513 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2493615 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 257946 | TotalOtherCompensation |
| Number Individuals GT100 K | 30 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SUNGARD HIGHER EDUCATION | |||||
| 300 MAITLAND CENTER PKWY | MAITLAND | FL | 32751 | IT SERVICES | 3783833 |
| Academy for Urban School Leadership | |||||
| 3400 N Austin | CHICAGO | IL | 60634 | Teaching Services | 2849551 |
| Synergy Creative | |||||
| 1304 W Washington Blvd | CHICAGO | IL | 60607 | Advertising | 973825 |
| IkonRicoh Office Solutions | |||||
| PO Box 534777 | ATLANTA | GA | 30353 | Copy/Mail Services | 546393 |
| Registry for College Univ Pres | |||||
| 3 Centennial Dr | PEABODY | MA | 01960 | PERSONNEL SERVICES | 357390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Fundraising Events | 243610 | FundraisingEvents |
| Government Grants | 8053799 | GovernmentGrants |
| All Other Contributions | 3444629 | AllOtherContributions |
| Total Contributions | 11742038 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 67021068 | 67021068 |
| SALES AND SERVICES OF EDUCATIONAL ACTIVITIES | 611710 | 1629782 | 1629782 |
| AUXILIARY ENTERPRISES | 721000 | 444317 | 444317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 69095167 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 662893 | TotalRevenueColumn |
| Exclusion | $662,893 | 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 |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 94248 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 134512 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -40264 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -40264 | TotalRevenueColumn |
| Related Or Exempt Function Income | -40264 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24219939 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26286598 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2066659 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2066659 | TotalRevenueColumn |
| Exclusion | -$2,066,659 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16740 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 243610 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 120505 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -103765 | TotalRevenueColumn |
| Exclusion | -$103,765 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 48057 | TotalRevenueColumn |
| Related Or Exempt Function Income | 48057 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 48057 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79337467 | TotalRevenueColumn |
| Related Or Exempt Function Income | 69102960 | RelatedOrExemptFunctionIncome |
| Exclusion | -$1,507,531 | 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 | 3874503 | Total |
| Program Services | 3874503 | 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 | 2192047 | Total |
| Program Services | 861959 | ProgramServices |
| Management And General | 1330088 | 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 | 32842280 | Total |
| Program Services | 30581170 | ProgramServices |
| Management And General | 1650554 | ManagementAndGeneral |
| Fundraising | 610556 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1603660 | Total |
| Program Services | 1477586 | ProgramServices |
| Management And General | 93809 | ManagementAndGeneral |
| Fundraising | 32265 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5595245 | Total |
| Program Services | 5209873 | ProgramServices |
| Management And General | 281312 | ManagementAndGeneral |
| Fundraising | 104060 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2613381 | Total |
| Program Services | 2407925 | ProgramServices |
| Management And General | 152875 | ManagementAndGeneral |
| Fundraising | 52581 | 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 | 596907 | Total |
| Management And General | 596907 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91248 | Total |
| Management And General | 91248 | 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 | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5966320 | Total |
| Program Services | 5361372 | ProgramServices |
| Management And General | 475339 | ManagementAndGeneral |
| Fundraising | 129609 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2518097 | Total |
| Program Services | 2464512 | ProgramServices |
| Management And General | 32928 | ManagementAndGeneral |
| Fundraising | 20657 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267354 | Total |
| Program Services | 116948 | ProgramServices |
| Management And General | 147969 | ManagementAndGeneral |
| Fundraising | 2437 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3014038 | Total |
| Program Services | 3014038 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9942953 | Total |
| Program Services | 9505489 | ProgramServices |
| Management And General | 373408 | ManagementAndGeneral |
| Fundraising | 64056 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 897816 | Total |
| Program Services | 802452 | ProgramServices |
| Management And General | 66389 | ManagementAndGeneral |
| Fundraising | 28975 | 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 | 921568 | Total |
| Program Services | 744214 | ProgramServices |
| Management And General | 123881 | ManagementAndGeneral |
| Fundraising | 53473 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 716382 | Total |
| Program Services | 666670 | ProgramServices |
| Management And General | 36288 | ManagementAndGeneral |
| Fundraising | 13424 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2820115 | Total |
| Program Services | 2624417 | ProgramServices |
| Management And General | 142854 | ManagementAndGeneral |
| Fundraising | 52844 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373784 | Total |
| Program Services | 348062 | ProgramServices |
| Management And General | 18777 | ManagementAndGeneral |
| Fundraising | 6945 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INSTRUCTIONAL MATERIALS | 694923 | 676819 | 4841 | 13263 |
| EMPLOYEE SEPARATION EXPENSE | 3425000 | 3385178 | 39822 | |
| OTHER | 3899854 | 2268497 | 1581490 | 49867 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84867475 | Total |
| Program Services | 76391684 | ProgramServices |
| Management And General | 7240779 | ManagementAndGeneral |
| Fundraising | 1235012 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14738113 | BOY |
| EOY | 12435807 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251566 | BOY |
| EOY | 55177 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14129763 | BOY |
| EOY | 13684571 | 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 | 1347579 | BOY |
| EOY | 1313159 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34612 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2107641 | BOY |
| EOY | 1955868 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 67313079 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23402754 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47458115 | BOY |
| EOY | 43910325 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27254243 | BOY |
| EOY | 24928971 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2668601 | BOY |
| EOY | 3827501 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109990233 | BOY |
| EOY | 102111379 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14962296 | BOY |
| EOY | 15672663 | 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 | 10427683 | BOY |
| EOY | 9759779 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27900000 | BOY |
| EOY | 26900000 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1205450 | BOY |
| EOY | 1205450 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54495429 | BOY |
| EOY | 53537892 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41766840 | BOY |
| EOY | 34919323 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4428443 | BOY |
| EOY | 4161577 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9299521 | BOY |
| EOY | 9492587 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55494804 | BOY |
| EOY | 48573487 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109990233 | BOY |
| EOY | 102111379 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -5530008 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1391309 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 29343413 | BeginningOfYearBalance |
| Contributions | 193066 | Contributions |
| Investment Earnings Or Losses | -666509 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 652243 | GrantsOrScholarships |
| End Of Year Balance | 28217727 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25105280 | BeginningOfYearBalance |
| Contributions | 229807 | Contributions |
| Investment Earnings Or Losses | 4453993 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 445667 | GrantsOrScholarships |
| End Of Year Balance | 29343413 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22925401 | BeginningOfYearBalance |
| Contributions | 336778 | Contributions |
| Investment Earnings Or Losses | 2213258 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 370157 | GrantsOrScholarships |
| End Of Year Balance | 25105280 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25909244 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -2541253 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 442590 | GrantsOrScholarships |
| End Of Year Balance | 22925401 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.61000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.39000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1504611 | OtherCostOrOtherBasis |
| Book Value | 1504611 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 40261471 | OtherCostOrOtherBasis |
| Depreciation | 9181813 | Depreciation |
| Book Value | 31079658 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 8233724 | OtherCostOrOtherBasis |
| Depreciation | 4097600 | Depreciation |
| Book Value | 4136124 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 9544084 | OtherCostOrOtherBasis |
| Depreciation | 7209298 | Depreciation |
| Book Value | 2334786 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 7769189 | OtherCostOrOtherBasis |
| Depreciation | 2914043 | Depreciation |
| Book Value | 4855146 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 43910325 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADV. FROM GOVERNMENT - PERKINS LOAN | Description |
| Amount | $1,205,450 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1205450 | TotalOfAmounts |
| Total Revenue | 79337467 | TotalRevenue |
| Total Expenses | 84867475 | TotalExpenses |
| Excess Or Deficit For Year | -5530008 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 802791 | NetUnrealizedGLOnInvestments |
| Other | -$2,194,100 | OtherAmount |
| Total Adjustments | -1391309 | TotalAdjustments |
| Excess Or Deficit Per FS | -6921317 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 76520772 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 802791 | NetUnrealizedGainsInvestments |
| Other Revenues | 255017 | OtherRevenues |
| Revenue Not Rptd F990 | 1057808 | RevenueNotRptdF990 |
| Revenue Subtotal | 75462964 | RevenueSubtotal |
| Other Revenues Not Included | 3874503 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3874503 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 79337467 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 81247989 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 255017 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 255017 | ExpensesNotRptdF990 |
| Expenses Subtotal | 80992972 | ExpensesSubtotal |
| Other Expenses Not Included | 3874503 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3874503 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 84867475 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE D | PART V | THE UNIVERSITY'S ENDOWMENT ASSETS INCLUDE ASSETS THAT ARE CHARACTERIZED AS PERMANENTLY RESTRICTED AND QUASI-ENDOWMENT. SPENDING OF INCOME FROM THE PERMANENTLY RESTRICTED ENDOWMENT IS RESTRICTED TO THOSE DESIGNATIONS AS PROVIDED BY THE DONOR OF THE PERMANENTLY RESTRICTED FUND. SPENDING OF INCOME FROM THE QUASI-ENDOWMENT IS DESIGNATED BY THE UNIVERSITY'S BOARD OF TRUSTEES AND HELPS TO FUND THE OPERATIONS OF THE UNIVERSITY. |
| SCHEDULE D | PART XII, LINE 2D | EXPENSES OF -$134,512 RELATED TO THE UNIVERSITY'S RENTAL INCOME ACTIVITIES WERE INCLUDED IN THE EXPENSE SECTION OF THE UNIVERSITY'S STATEMENTS OF ACTIVITIES. EXPENSES OF -$120,505 RELATED TO THE UNIVERSITY'S FUNDRAISING ACTIVITIES WERE INCLUDED IN THE EXPENSE SECTION OF THE UNIVERSITY'S STATEMENTS OF ACTIVITIES. |
| SCHEDULE D | PART XII, LINE 4B | STUDENT FINANCIAL AID IN THE AMOUNT OF $3,874,503 WAS INCLUDED IN THE INCOME SECTION OF THE UNIVERSITY'S STATEMENT OF ACTIVITIES. |
| SCHEDULE D | PART XIII, LINE 2D | EXPENSES OF -$134,512 RELATED TO THE UNIVERSITY'S RENTAL INCOME ACITIVITES WERE INCLUDED IN THE EXPENSE SECTION OF THE UNIVERSITY'S STATEMENTS OF ACTIVITIES. EXPENSES OF -$120,505 RELATED TO THE UNIVERSITY'S FUNDRAISING ACTIVITIES WERE INCLUDED IN THE EXPENSE SECTION OF THE UNIVERSITY'S STATEMENTS OF ACTIVITIES. |
| SCHEDULE D | PART XIII, LINE 4B | STUDENT FINANCIAL AID IN THE AMOUNT OF $3,874,503 WAS INCLUDED IN THE INCOME SECTION OF THE UNIVERSITY'S STATEMENTS OF ACTIVITIES. |
| SCHEDULE D | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. | |
| SCHEDULE D | PART V, LINE 1G | OF THE $28,217,727 ENDING ENDOWMENT FUND BALANCE AT JUNE 30, 2012, $17,198,606 OF THIS AMOUNT IS UNRESTRICTED QUASI-ENDOWMENT. |
| SCHEDULE D | PART XI, LINE 8 | PROPERTY REEVALUATION OF $1,191,533 AND INTEREST RATE SWAP REEVALUATION OF $1,002,567 WERE INCLUDED IN OTHER ITEMS AS EXPENSES IN THE UNIVERSITY'S STATEMENT OF ACTIVITIES. |
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 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 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 | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE E | PART I, LINE 3 | THE UNIVERSITY CUSTOMARILY DRAWS THE MAJORITY OF ITS STUDENTS FROM THE LOCAL COMMUNITIES IT SERVES AND IT FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS WHICH IS INCLUDED IN THE UNIVERSITY'S CATALOGS AND ADMISSION AND APPLICATION INFORMATION. FURTHER, THE UNIVERSITY'S PROMOTIONAL ACTIVITIES AND RECRUITING EFFORTS ARE REASONABLY DESIGNED TO INFORM STUDENTS OF ALL RACIAL SEGMENTS IN THE COMMUNITIES IT SERVES OF THE PROGRAMS IT HAS AVAILABLE. |
| SCHEDULE E | PART I, LINE 6A | THE UNIVERSITY PARTICIPATES IN STUDENT AID PROGRAMS PROVIDED BY THE FEDERAL GOVERNMENT. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 1 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | INSTRUCTION | SpecificServicesProvided |
| Total Expenditures | 23010 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 23010 | SubtotalAmountSpent |
| Total Amount Spent | 23010 | 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 |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE F | Identifier |
| Return Reference | PART I, LINE 3 | ReturnReference |
| Explanation | NATIONAL-LOUIS UNIVERSITY (NLU) HAS AN AGREEMENT WITH AN EDUCATIONAL INSTITUTION IN NOWY SACZ, POLAND, WYZSZA SZKOLA BIZNESU - NATIONAL-LOUIS UNIVERSITY (WSB-NLU), WHEREBY NLU PROVIDES WSB-NLU WITH CURRICULUM FOR CERTAIN OF ITS CLASSES WHICH IT UTILIZES IN ITS TEACHINGS AND EDUCATIONAL INSTRUCTION. CERTAIN WSB-NLU STUDENTS MAY BE AWARDED DUAL DEGREES FROM NLU AND WSB-NLU UPON GRADUATION, DEPENDING ON THE EDUCATIONAL TRACK THAT THEY UTILIZE. NLU ACHIEVES OVERSIGHT OF THE USE OF ITS CURRICULUM AT WSB-NLU BY EMPLOYING AN NLU EMERITUS FACULTY MEMBER AS ON-SITE LIAISON AT WSB-NLU; THROUGH PHONE CONFERENCES HELD AT LEAST ONCE PER MONTH BETWEEN THE PROREKTOR (PROVOST) OF WSB-NLU AND THE PROVOST OR PROVOST'S DESIGNEE AT NLU; AND THROUGH IN-PERSON VISITS TO WSB-NLU AT LEAST ONCE PER YEAR BY NLU'S PROVOST, PRESIDENT OR DESIGNATE. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 125TH ANNIVERS. | NameOfEvent1 |
| Gross Receipts Event1 | 260350 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 243610 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 16740 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 48122 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 3600 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 68783 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 260350 | GrossReceiptsTotal |
| Charitable Contributions Total | 243610 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16740 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 48122 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3600 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 68783 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 120505 | DirectExpenseSummaryEvents |
| Net Income Summary | -103765 | 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 | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 1466 | NumberOfRecipients |
| Amount Of Cash Grant | 3874503 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | THE UNIVERSITY HAS A POST-GRANT AWARDS DEPARTMENT WHOSE RESPONSIBILITY IS TO REVIEW EACH EXPENDITURE MADE TO A GRANT RELATED ACTIVITY FOR ITS CONFORMITY WITH THE RULES AND REGULATIONS OF THE GRANT. THIS DEPARTMENT ALSO PREPARES ALL FINANCIAL REPORTS AS MAY BE REQUIRED BY THE GRANTING AGENCIES DOCUMENTING THE ACTIVITY WITHIN THE GRANT AND THE UNIVERSITY'S CONFORMITY WITH THE RULES AND REGULATIONS OF THE GRANT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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 (11 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nivine Megahed PhD | |||||||||||||
| 319745 | 0 | 50000 | 0 | 27967 | 0 | 21296 | 0 | 10600 | 0 | 429608 | 0 | 0 | 0 |
| Christine Quinn | |||||||||||||
| 227286 | 0 | 0 | 0 | 127 | 0 | 16046 | 0 | 6690 | 0 | 250149 | 0 | 0 | 0 |
| Douglas K Kay Left 612 | |||||||||||||
| 189923 | 0 | 0 | 0 | 258 | 0 | 16176 | 0 | 4831 | 0 | 211188 | 0 | 0 | 0 |
| Thomas Bergmann | |||||||||||||
| 148898 | 0 | 5000 | 0 | 90 | 0 | 12028 | 0 | 8485 | 0 | 174501 | 0 | 0 | 0 |
| Joselyn Zivin | |||||||||||||
| 157421 | 0 | 0 | 0 | 90 | 0 | 3850 | 0 | 9591 | 0 | 170952 | 0 | 0 | 0 |
| George Litman Until 711 | |||||||||||||
| 135389 | 0 | 0 | 0 | 1654 | 0 | 10213 | 0 | 6562 | 0 | 153818 | 0 | 0 | 0 |
| Kathleen Walsh | |||||||||||||
| 121199 | 0 | 194 | 7498 | 5015 | 133906 | 0 | |||||||
| William Roberts left 412 | |||||||||||||
| 138771 | 0 | 0 | 0 | 625 | 0 | 10698 | 0 | 4794 | 0 | 154888 | 0 | 0 | 0 |
| Diane German | |||||||||||||
| 133578 | 0 | 0 | 0 | 533 | 0 | 10846 | 0 | 5457 | 0 | 150414 | 0 | 0 | 0 |
| Alison Hilsabeck | |||||||||||||
| 142680 | 0 | 0 | 0 | 258 | 0 | 11211 | 0 | 3515 | 0 | 157664 | 0 | 0 | 0 |
| Carol Melnick | |||||||||||||
| 150569 | 0 | 0 | 0 | 231 | 0 | 4649 | 0 | 4255 | 0 | 159704 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J | Identifier |
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE UNIVERSITY HAS A MEMBERSHIP IN A LOCAL SOCIAL CLUB THAT IS IN THE PRESIDENT'S NAME WHICH IS FOR THE PURPOSE OF HELPING PROMOTE AND CONDUCT BUSINESS ON BEHALF OF THE UNIVERSITY. THE SOCIAL CLUB MEMBERSHIP IS USED 100 PERCENT FOR BUSINESS AND THE PRESIDENT USES THE ACCOUNTABLE PLAN RULES FOR DOCUMENTING THE BUSINESS USE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART VI | LINE 11B | THE PREPARATION AND REVIEW PROCESS FOLLOWED BY THE UNIVERSITY WITH RESPECT TO THE FORM 990 IS AS FOLLOWS: THE 990 IS PREPARED BY THE UNIVERSITY'S ACCOUNTING DEPARTMENT AND REVIEWED FOR ACCURACY AND COMPLETENESS BY THE UNIVERSITY'S VICE PRESIDENT OF FINANCE AND AN INDEPENDENT CPA FIRM. A COPY IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND COMMENT PRIOR TO FILING. |
| FORM 990, PART VI | LINE 12C | THE UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY UNDER WHICH THE UNIVERSITY'S TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST TO THE PRESIDENT'S OFFICE THAT THEY MAY HAVE WITH THE UNIVERSITY. IF A CONFLICT OF INTEREST WAS DISCLOSED, THE PERSON WITH THE CONFLICT WOULD RECUSE THEMSELVES FROM ANY DISCUSSION REGARDING THE PERTINENT ITEM. |
| FORM 990, PART VI | LINE 15 A & B | THE UNIVERSITY'S BOARD OF TRUSTEES HAS A PERFORMANCE AND COMPENSATION SUB-COMMITTEE WHO HAS THE RESPONSIBILITY AND AUTHORITY TO REVIEW AND APPROVE ALL CURRENT AND FUTURE COMPENSATION MATTERS FOR MEMBERS OF THE UNIVERSITY'S LEADERSHIP TEAM. COMPENSATION MATTERS INCLUDE, BUT ARE NOT LIMITED TO BASE PAY, BONUS OR INCENTIVE PAY, DEFERRED COMPENSATION, FRINGE BENEFITS, EMPLOYMENT AGREEMENTS AND SEVERANCE PAY. THE COMMITTEE APPROVES THE COMPENSATION PROVIDED TO EACH OF THE UNIVERSITY'S OFFICERS BASED ON A REVIEW OF PERFORMANCE AND COMPARABLE DATA. |
| FORM 990, PART VI | LINE 19 | NATIONAL LOUIS UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI | LINE 5 | UNREALIZED GAIN ON INVESTMENT: $802,791 PROPERTY REEVALUATION: $-1,191,533 INTEREST SWAP REEVALUATION: $-1,002,567 TOTAL $-1,391,309 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (1) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | CRT | PrimaryActivity |
| Legal Domicile State | IL | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NLU | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | TRUST | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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