2013-05-13T16:10:22-07:00 2012-06-30 990 2011-07-01 470376583 CREIGHTON UNIVERSITY CREI 4022804093 2500 California Plaza Omaha NE 681780410 Jan Madsen 4022804093 2013-05-13 2011 2016-03-07 17:11:31Z Rev Timothy R Lannon S J 2500 California Plaza Omaha NE 681780410 691549306 0 X www.creighton.edu X 1878 NE Creighton University, founded in 1878, is one of 28 Jesuit, Catholic universities in the U.S. Through its 9 colleges and schools and academic medical center, Creighton provides more than 4,100 undergraduate and more than 3,500 professional and graduate students an atmosphere that challenges them academically and professionally, and supports and inspires them individually. Community service is a hallmark of Creighton's Jesuit, Catholic tradition and foundational to its mission. Last year, students, faculty and staff volunteered more than 398,000 hours through service programs locally, nationally and internationally. During fiscal year 2012, Creighton Medical Associates (now known as Alegent Creighton Clinics) provided $8.6 million in health care to the uninsured or underinsured. 39 34 6630 865 657845 0 69269204 59072757 412426407 423636110 33987722 24144950 451903 220098 516135236 507073915 63708281 68481183 0 0 265834281 273101922 0 0 3382794 141266938 138043782 470809500 479626887 45325736 27447028 889120846 889043581 320397618 330033991 568723228 559009590 Creighton University is a Catholic and Jesuit comprehensive university committed to excellence in its selected undergraduate, graduate and professional programs. As Catholic, Creighton is dedicated to the pursuit of truth in all its forms and is guided by the living tradition of the Catholic Church. As Jesuit, Creighton participates in the tradition of the Society of Jesus, which provides an integrating vision of the world that arises out of a knowledge and love of Jesus Christ. As comprehensive, Creighton's education embraces nine colleges and schools and is directed to the intellectual, social, spiritual, physical and recreational aspects of students' lives and to the promotion of justice. 0 0 200218581 68481183 251344862 Higher Education: Instruction - Creighton University, founded in 1878, is a private Catholic, Jesuit educational institution with more than 7,700 students of diverse faiths, races and ethnic backgrounds from across the United States and 40 countries. The University provides its more than 4,100 undergraduate and 3,500 professional and graduate students a balanced educational experience, a rigorous academic agenda and a broad range of disciplines. Creighton's distinctive approach to education instills not just information but ideals, imbues not just technical skills but critical and creative thinking, and inspires not just competence but professional distinction and faith-based leadership and service. In addition to the College of Arts and Sciences, the University's oldest and largest school or college, Creighton University includes the College of Business, the Graduate School, the Schools of Dentistry, Law, Medicine, Nursing, Pharmacy and Health Professions, and University College. (7,730 students). 93537980 0 130620017 Higher Education: Health Care Services - Creighton University's four health sciences schools - dentistry, medicine, nursing and pharmacy and health professions- educate healthcare professionals that are highly trained in healthcare delivery. In 2012, Creighton University's School of Medicine's Southwest campus opened its doors at St. Joseph's Hospital and Medical center in Phoenix. The campus offers two years of clinical training to 42 medical students after they have completed their first two years of medical school in Omaha. Creighton's health sciences schools provide healthcare eduation for more than 2,600 dental, medical, nursing, pharmacy and occupational and physical therapy students. (2,689 students) 46928636 0 30493969 Student Life Programs: Auxiliary Services - From its inception in 1878, Creighton University's mission has been to educate the whole student - including the intellectual, spiritual, cultural, social and physical/recreational aspects of student development. Balancing the "living" and the "learning" needs of its students has been the central mission of the University. The Division of Student Life has evolved over the years, inspired by the University's Catholic, Jesuit tradition that enhances the individual's experience and fosters the pursuit of excellence for students engaged in their communities. Today, Student Life programs include Athletics, (14 NCAA Division I athletic teams); Campus Recreation and intramurals; Center for Student Integrity; Creighton Career Center; Greek life (fraternities and sororities); Dining Services; the student life function of Encuentro Dominicano study abroad program; leadership programs; Lieben Center for Women; Office of Multicultural Affairs; Residence Life, (7 residence halls and two apartment complexes housing 2,500 students); Skutt Student and Harper Centers; Student Activities; Student Counseling Services; Student Health Services; Student Sucess Center; student government (including 9 school governments); and 200+ student clubs/organizations. 25381227 0 10990359 Sponsored Research and Other Education and General 25381227 0 10990359 366066424 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 1 1 1 0 0 1 11030 0 1 6630 1 1 1 0 0 0 0 1 1 0 0 0 0 X 39 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jan D Madsen 4022804093 2500 California Plaza Omaha NE 681780410 Mr Mogens C Bay 1 X 0 0 0 Ms Mary E Walton Conti MD 1 X 0 0 0 Ms Mimi A Feller 1 X 0 0 0 Mr William A Fitzgerald 1 X 0 0 0 Mr Ronald B Gartlan 1 X 0 0 0 Mr W Gary Gates 1 X 0 0 0 Mr Bruce E Grewcock 1 X 0 0 0 Mr George F Haddix Ph D 1 X 0 0 0 Mr Howard L Hawks 1 X 0 0 0 Mr Frank L Hayes 1 X 0 0 0 Mr Scott C Heider 1 X 0 0 0 Mr Mark Denniston Huber 1 X 0 0 0 Ms Susan M Jacques GG FGA 1 X 0 0 0 Ms Melissa C Kean PhD 1 X 0 0 0 Mr Richard T Kizer 1 X X 0 0 0 Rev Peter J Klink SJ 1 X 0 0 0 Mr Terry J Kroeger 1 X 0 0 0 Mr Bruce R Lauritzen 1 X 0 0 0 Rev William P Leahy SJ 1 X 0 0 0 Ms Deborah A MacDonald 1 X 0 0 0 Mr Floyd J Malveaux MD Ph D 1 X 0 0 0 Mr Michael R McCarthy 1 X 0 0 0 Ms Jane Miller 1 X 0 0 0 Mr Joseph H Moglia 1 X 0 0 0 Mr Chris J Murphy 1 X 0 0 0 Mr Daniel P Neary 1 X 0 0 0 Mr James O'Brien 1 X 0 0 0 Rev Roc O'Connor SJ 1 X 0 0 0 Mr Mark H Rauenhorst 1 X 0 0 0 Mr Robert A Reed 1 X 0 0 0 Mr Bruce C Rohde 1 X X 0 0 0 Rev Philip J Rossi SJ 1 X 0 0 0 Ms Constance M Ryan 1 X 0 0 0 Rev Gerard L Stockhausen SJ 1 X 0 0 0 Ms Gail Werner Robertson 1 X 0 0 0 Mr James R Young 1 X 0 0 0 Mr Patrick J Zenner 1 X 0 0 0 Rev Timothy R Lannon SJ 40 X X 0 0 0 Mr Alan Simon 1 X 0 0 0 Rev Ned H Cassem SJ MD 1 X 0 0 0 Rev Andrew Alexander SJ 40 X 0 0 0 James Jansen JD 40 X 58428 0 35391 Patrick J Borchers JD 40 X 287414 0 63236 Daniel E Burkey 40 X 300595 0 29494 John C Cernech Ph D 40 X 196602 0 21200 Donald Frey MD 40 X 377820 0 27051 Greg D Jahn JD 20 X 120816 0 6820 Jan D Madsen 40 X 212240 0 0 John L Wilhelm 40 X 135918 0 53812 Brian A Young 40 X 209921 0 16789 Robert J Leuger Ph D 40 X 161031 0 22939 Rowen K Zetterman MD 40 X 359676 0 15458 Christopher J Huerter MD 40 X 634457 0 56667 Harold A Kaftan MD 40 X 614530 0 26812 Gregory McDermott 40 X 918913 0 26812 Terence L Zach MD 40 X 772486 0 55937 Martin Goldman MD 40 X 723687 0 16672 Amy Bones 0 X 290403 0 9782 6374937 0 484872 422 1 1 0 Creighton University Medical Center 601 N 30th Street Omaha NE 68178 Rental of Real Property 1601344 AOSNC LLC Alexander Open Systems PO Box 410485 Kansas City MO 64141 Technology consulting 1593349 Allscripts LLC 222 Merchandise Mart Plaza Ste 2024 Chicago IL 60654 Technology consulting 1463036 Astroturf LLC 2680 Abutment Rd SE Dalton GA 30721 Astroturf replacement 849476 Assoc of Regional and University Pathologists Inc PO Box 27964 Salt Lake City UT 84127 Pathology services 553476 20 0 0 254729 3935295 20848729 34034004 1153030 59072757 Tuition and fees 900099 251344862 251344862 0 0 Healthcare services 900099 130620017 130620017 0 0 Auxiliary services 900099 30493969 30349075 144894 0 Other education and general 900099 11177262 11135253 42009 0 0 0 0 0 423636110 18326578 0 470942 17855636 0 0 0 0 92754 0 0 92754 0 0 0 0 0 0 0 0 0 0 190117797 0 184299425 0 5818372 0 5818372 0 0 5818372 303310 254729 175966 127344 0 127344 0 0 0 0 0 0 0 0 0 0 0 0 0 507073915 423449207 657845 23894106 0 0 68481183 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320397618 330033991 X 232563252 223441105 154155548 148128407 182004428 187440078 568723228 559009590 889120846 889043581 X 27447028 -37160666 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 99888 99888 479526999 479626887 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 257807 242349 171437 99888 771481 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 300441680 6683564 2146171 4149707 2675438 2581923 299864347 253019312 6096561 49774190 4103560 2088137 2256686 300441680 225445081 2932260 35764614 4516142 4658313 1948188 253019312 295686890 5318858 -59284707 4972614 9700269 1603077 225445081 0.3 0.58 0.12 1 0 0 44571377 44571377 0 438917123 179691510 259225613 0 15350874 11074540 4276334 0 119433951 87266134 32167817 0 78322186 36676503 41645683 381886824 Private equity investments 99461987 F TIF Loan 1416669 F Estate Deed of Trust 30065 F 100908721 0 Interest rate swaps 34477080 Refundable student loans 29953655 Other liabilities 19511294 Reserves 16913630 100855659 507073915 479626887 27447028 -37205665 0 0 0 -18888659 -56094324 -28647296 382822053 -37205665 0 0 -18871569 -56077234 438899287 0 68174628 68174628 507073915 411469349 0 0 0 17090 17090 411452259 0 68174628 68174628 479626887 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The University's intended usage for the endowment fund earnings are primarily for scholarships, operations and academic support. SchD_P10_S00_L02 Schedule D, Part X, Line 2 As of June 30, 2012, the University had no liability for unrecognized tax benefits. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 This amount represents revenue and expenses from related entities included in the University audited financial statements. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d This amount represents negative revenues from related entities included in the University's audited financial statements for which separate Forms 990 are filed. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b This amount represents tuition discount and scholarship allowances deducted from revenues in the University's audited financial statements. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d This amount represents expenses from related entities included in the University's audited financial statements for which separate tax returns are filed. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b This amount represents tuition discounts and scholarship allowances deducted from expenses for the University audited financial statements. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 Creighton University's nondiscrimination policy is stated in all publications from Admissions and in all brochures issued by the Registrar. Nondiscrimination Policy: Creighton admits qualified students and hires qualified employees without regard to race, color, age, national or ethnic origin, disability, sex, marital status or religion. Its education and employment policies, scholarship and loan programs, and other programs and activities are administered without unlawful discrimination. The University is taking affirmative action to employ and advance in employment qualified disabled veterans and veterans of the Vietnam-era. The University affirmative action director has been delegated the responsibility for coordination of the University's equal rights efforts. It is also the policy of the University to make all programs and services available to all individuals with disabilities. SchE_P01_S00_L06 Schedule E, Part I, Line 6 Creighton University received federal funds in the form of research grants, scholarship funds and contract payments. The University receives no governmental apportionments designed to supplement operating revenues. Central America and the Caribbean 0 1 Program Services Service learning program abroad 219986 South America 0 0 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty members. 98048 Sub-Saharan Africa 0 0 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty members. 21595 East Asia and the Pacific 0 0 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty members. 106629 Europe (including Iceland and Greenland) 0 0 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty members. 117644 Europe (including Iceland and Greenland) 0 0 Investments 4232000 Central America and the Caribbean 0 0 Investments 32073000 Central America and the Caribbean 0 0 Investments 983000 0 1 37851902 1 0 0 0 1 0 Bluejay Jamboree 353685 151770 201915 8000 20833 10447 18964 2907 13400 Bluejay Bash 128850 76590 52260 0 28553 10169 21251 1790 404 4 75504 26369 49135 0 3454 11887 11417 9712 2778 558039 254729 303310 8000 52840 32503 51632 14409 16582 175966 127344 1 Undergraduate scholarships 3497 53410199 Graduate/Professional scholarships 1390 7605798 Undergraduate remissions 294 5171914 Graduate/Professional remissions 358 2293272 SchI_P01_S00_L02 Schedule I, Part I, Line 2 The grants and/or financial assistance provided to students is posted directly to the students' account, ensuring that the funds are used as intended. X X 0 0 X X X 1 0 0 0 0 0 0 0 0 Amy Bones 284677 0 0 0 5726 0 7060 0 2722 0 300185 0 0 0 Patrick J Borchers JD 270035 0 0 0 17380 0 14700 0 48536 0 350651 0 0 0 Daniel E Burkey 288786 0 0 0 11809 0 14700 0 14794 0 330089 0 0 0 James Jansen JD 58428 0 0 0 0 0 0 0 35391 0 93819 0 0 0 John C Cernech Ph D 192452 0 0 0 4150 0 12064 0 9137 0 217803 0 0 0 Donald Frey MD 367860 0 0 0 9960 0 14700 0 12351 0 404871 0 0 0 Greg D Jahn JD 108543 0 0 0 12274 0 6521 0 299 0 127637 0 0 0 Jan D Madsen 190880 0 0 0 21360 0 0 0 0 0 212240 0 0 0 John L Wilhelm 123895 0 0 0 12023 0 7810 0 46002 0 189730 0 0 0 Brian A Young 199961 0 0 0 9960 0 12108 0 4681 0 226710 0 0 0 Robert J Leuger Ph D 161031 0 0 0 0 0 9922 0 13017 0 183970 0 0 0 Rowen K Zetterman MD 359676 0 0 0 0 0 14700 0 758 0 375134 0 0 0 Gregory McDermott 899393 0 0 0 19520 0 14700 0 12112 0 945725 0 0 0 Terence L Zach MD 772486 0 0 0 0 0 14700 0 41237 0 828423 0 0 0 Martin Goldman MD 324912 0 0 0 398775 0 11167 0 5504 0 740358 0 0 0 Christopher J Huerter MD 634457 0 0 0 0 0 14700 0 41967 0 691124 0 0 0 Harold A Kaftan MD 614530 0 0 0 0 0 14700 0 12112 0 641342 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The University President is provided housing on campus, which is required of his position. Club membership dues are paid for some of the employees listed on Schedule J and are included in Box 5 W-2 wages. SchJ_P01_S00_L01b Schedule J, Part I, Line 1b As stated relating to Line 1a, the University President is the only employee provided a residence, therefore there is no specific policy. The club dues that are reimbursed are specific to the related employee's employment contract instead of an overall University policy. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Box 5 of the 2011 W-2 for Dr. Martin Goldman includes a severance payment of $398,775. The County of Douglas Nebraska 476006455 259226AV0 2005-02-16 20601028 Residence Hall 0 0 0 Nebraska Educational Finance Authority 521293953 63966PQS6 2005-12-20 17360000 Refund prior issues (6/25/96)(8/6/97) 0 0 0 Nebraska Educational Finance Authority 521293953 63966PSJ4 2008-07-30 104690000 Refund prior issues (3/19/03)(4/08/05)(12/20/05) 0 0 0 The County of Douglas Nebraska 476006455 2009-11-25 7076000 Buildings and equipment 0 0 0 4475000 0 21295018 0 1280490 0 173500 228757 0 19612272 0 0 2007 0 0 1 1 15180000 0 17360000 0 0 0 14256 0 0 0 17345744 0 2006 1 0 1 1 1450000 0 104799909 0 0 0 442827 637353 0 0 103719729 0 2009 1 0 1 1 2848023 0 5500000 0 0 0 7672 0 0 5492328 0 0 2010 0 0 1 1 0 1 1 1 0 0.026 0 0.026 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0.026 0 0.026 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 SchK_P01_S00_L00 Schedule K, Part I Multiple schedule K's were required to report all of the University bond issues. Explanations on Part VI will reference the Schedule K (first or second) to which the notes apply. SchK_P02_S00_L03 Schedule K, Part II, Line 3 , Column D: Note 1 - The total proceeds in Column D of the first Schedule K do not agree to the issue price in Part I, column (e) as this debt was issued on a draw-down basis and the total principal drawn was less than the amount available. The remaining principal will not be drawn. Note 2 - Total proceeds for Column A and C in the first Schedule K and in Column A of the second Schedule K do not agree to the issue price in Part I Column (e) due to investment earnings. The County of Douglas Nebraska 476006455 259226BH0 2010-12-15 33446533 Refund prior issues (3/15/99)(9/20/07) & Acq and construction 0 0 0 585000 0 33458836 2499778 0 0 263789 0 0 8047684 22563399 84186 2012 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 Officers Children of officers 98957 Employee tuition remission W Gary Gates Officer of OPPD and trustee of Creighton University 2427217 Utilities services 0 Bruce Grewcock Officer of Kiewit Construction Co and trustee of Creighton University 2262895 Construction Services 0 Daniel P Neary Officer of Mutual of Omaha and trustee of Creighton University 1942732 Vaious life and disability insurance coverages 0 Terry J Kroeger Officer of Omaha World Herald and trustee of Creighton University 181703 Primarily advertising 0 Bruce R Lauritzen Officer of First National Bank and trustee of Creighton University 181266 Fees for banking transactions 0 X 67 1153030 Market price 1 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b Third party brokers are used to sell securities which are received as contributions upon the receipt of the securities. SchM_P01_S00_L33 Schedule M, Part I, Line 33 Noncash gifts less than $5,000 other than marketable securities are not recorded as revenue by the University. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Form 990 is completed and reviewed by management. Upon completion, the Audit Committee of the Board of Trustees reviews the Form 990. Prior to filing, all members of the Board of Trustees are provided a copy of the Form 990 via e-mail communication, stating that the Audit Committee has completed its review. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The University requires all directors, officers and key employees to complete conflict of interest statements annually. The information provided is reviewed by the Board of Trustees and management as appropriate and, if a conflict is determined to exist, the appropriate action to be taken is identified to manage, reduce or eliminate the conflict. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The process for determining compensation for the President, Vice Presidents, and key employees (in Creighton's case key employees represent the Deans of the two largest schools in the University) involves the following: 1) collection of market comparison data which is reviewed and approved by the independent Executive Compensation Committee; 2) a review of the market compensation data, together with performance evaluation ratings, by the President; and 3) a review of the compensation and performance information by the Senior Vice President for Operations with a member of the Board of Trustees Executive Committee. The information is subsequently reviewed and approved by the full Executive Committee of the Board of Trustees. The process is documented in the minutes from the related committees. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The University conflict of interest policies and financial statements are located on the University web site and are also available on request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Other changes in net assets consists of the following amounts: Net unrealized losses on investments of ($37,205,666) and Jesuit contributions of $45,000. Total other changes in net assets is ($37,160,666). Health Future Foundation 2500 California Plaza Omaha NE 68178 470675662 Healthcare education; research; local indigent care NE 501(c)3 11 Type 1 Creighton University 1 Creighton Healthcare Inc 2500 California Plaza Omaha NE 68178 470783711 Minority interest in teaching hospital NE 501(c)3 11 Type 1 Creighton University 1 Creighton Univ-Boys Town Healthcare Fdn 511 N 20th Street Omaha NE 68178 470841669 Receive grants and disburse to its members NE 501(c)3 11 Type 2 N/A 0 Creighton Soccer Stadium Inc 2500 California Plaza Omaha NE 68178 470151500 Rental of real estate NE Creighton University C 0 651836 1 Charitable remainder trusts (35) Creighton University 2500 California Plaza Omaha NE 68178 Trust NE Creighton University T 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 Health Future Foundation c 2357087 Cash basis