ROOSEVELT UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROOSEVELT UNIVERSITY (EIN 36-2167854)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-06-18
- IRS object ID
- 201301699349300705
- Schema version
- 2011v1.2
- 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 C
- Schedule D
- Schedule E
- Schedule F
- 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) |
|---|---|---|
| Timestamp | 2013-06-18T11:00:04-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 West Madison Street | AddressLine1 |
| Address Line2 | Suite 700 | AddressLine2 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606024903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167854 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROOSEVELT UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROOS | NameControl |
| Phone | 3123413580 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 South Michigan Avenue | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60605 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MIROSLAVA MEJIA-KRUG | Name |
| Title | TREASURER | Title |
| Date Signed | 2013-06-18 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Woodhull | Name |
| PTIN | P01305268 | PTIN |
| Phone | 3128997000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES R MIDDLETON | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 SOUTH MICHIGAN AVENUE | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606051394 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 148041540 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ROOSEVELT.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1945 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | EDUCATION OF ACADEMICALLY QUALIFIED STUDENTS FROM DIVERSE BACKGROUNDS AND ALL AGES TO BENEFIT FROM RIGOROUS HIGHER EDUCATION AND PROFESSIONAL DEVELOPMENT IN A DYNAMIC ENVIRONMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 67 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 59 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3109 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14663367 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9883200 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 125361658 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 129440866 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9443402 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6050519 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 934813 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2203033 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 150403240 | TotalRevenuePriorYear |
| Total Revenue Current Year | 147577618 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 25512109 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 26551653 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 71485398 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 67510937 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2833931 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 48297160 | OtherExpensePriorYear |
| Other Expenses Current Year | 48307196 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 145294667 | TotalExpensesPriorYear |
| Total Expenses Current Year | 142369786 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5108573 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5207832 | RevenuesLessExpensesCY |
| Total Assets BOY | 438879102 | TotalAssetsBOY |
| Total Assets EOY | 440048519 | TotalAssetsEOY |
| Total Liabilities BOY | 316754334 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 312715919 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 122124768 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 127332600 | NetAssetsOrFundBalancesEOY |
| Mission Description | ROOSEVELT UNIVERSITY IS AN INDEPENDENT, NON-PROFIT, METROPOLITAN UNIVERSITY AND NATIONAL LEADER IN EDUCATING SOCIALLY CONSCIOUS CITIZENS FOR ACTIVE AND DEDICATED LIVES AS LEADERS IN THEIR PROFESSIONS AND THEIR COMMUNITIES. THE UNIVERSITY'S STUDENT-CENTERED FACULTY AND STAFF INSPIRE ACADEMICALLY QUALIFIED STUDENTS FROM DIVERSE BACKGROUNDS AND ALL AGES TO BENEFIT FROM RIGOROUS HIGHER EDUCATION AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 107535769 | Expense |
| Grants | 26551653 | Grants |
| Revenue | 129440866 | Revenue |
| Description | ROOSEVELT UNIVERSITY OFFERS PROGRAMS AND SERVICES THAT REINFORCE ITS STUDENT-CENTERED MISSION. THE UNIVERSITY OFFERS MORE THAN 100 UNDERGRADUATE, GRADUATE, AND CERTIFICATE PROGRAMS AND IS COMMITTED TO THE HIGHEST ACADEMIC STANDARDS FOR ALL THE PROGRAMS. CLASS SCHEDULES ARE FLEXIBLE. COURSES ARE OFFERED FROM EARLY MORNING UNTIL LATE AT NIGHT AS WELL AS ON WEEKENDS. CLASS SIZES ARE SMALL, AVERAGING 20 STUDENTS PER CLASS. WE SERVE OVER 3,795 UNDERGRADUATE STUDENTS AND 2,548 GRADUATE STUDENTS. ADDITIONALLY, ROOSEVELT OFFERS MORE THAN 100 ONLINE CLASS SECTIONS EACH SEMESTER WITH COURSE ENROLLMENTS EXCEEDING 2,000 STUDENTS EACH SEMESTER. FULLY ONLINE DEGREE PROGRAMS ARE AVAILABLE. FOLLOWING IS A LISTING OF THE APPROXIMATE NUMBER OF STUDENTS BY COLLEGE: ARTS & SCIENCES - 2,639 STUDENTS ; EDUCATION - 685 STUDENTS; PERFORMING ARTS - 515 STUDENTS; PROFESSIONAL STUDIES - 1,027 STUDENTS; BUSINESS - 1,340 STUDENTS; PHARMACY - 137 STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13519098 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | ROOSEVELT UNIVERSITY PROVIDES SUPPORT THROUGH VARIOUS ADDITIONAL SERVICES THAT ENHANCE THE STUDENTS LEARNING AND EXPERIENCE ON CAMPUS. THESE SERVICES INCLUDE: ACADEMIC ADVISING, ACADEMIC SUCCESS CENTER, CAREER SERVICES, COUNSELING CENTER, DISABILITY SERVICES, FEDERAL TRIO PROGRAMS, HEALTH & WELLNESS PROGRAMS, INTERNATIONAL PROGRAMS, STUDENT APPRECIATION WEEK AND TUTORING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1192615 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | ROOSEVELT UNIVERSITY'S COMMITMENT TO SOCIAL JUSTICE IS DEEPLY ROOTED IN ITS HISTORY AND IS REFLECTED IN BOTH ITS MISSION AND STRATEGIC PLAN. THE MANSFIELD INSTITUTE FOR SOCIAL JUSTICE AND TRANSFORMATION, CREATED IN 1999 THROUGH A GENEROUS GIFT FROM THE MANSFIELD FOUNDATION, GIVES ROOSEVELT UNIVERSITY A UNIQUE OPPORTUNITY TO DEVELOP AN INTEGRATED PROGRAM OF CURRICULUM, RESEARCH, AND OUTREACH FOCUSED ON SOCIAL JUSTICE ISSUES. WE ARE NOW CHARGED WITH INSTITUTIONALIZING TRANSFORMATIONAL (SERVICE) LEARNING IN THE UNIVERSITY. IT IS OUR GOAL TO ELEVATE AND FOSTER SOCIAL CONSCIOUSNESS AMONG OUR STUDENTS, FACULTY AND MEMBERS OF OUR COMMUNITY, THROUGH PEDAGOGY OF TRANSFORMATIONAL LEARNING AND THROUGH RICH SOCIAL JUSTICE PROGRAMMING IN THE AREAS OF HUMAN RIGHTS, SOCIAL AND POLITICAL ACTION, AND THE ARTS. THE CENTER FOR NEW DEAL STUDIES FEATURES RESOURCES AND ACTIVITIES THAT DEEPEN OUR UNDERSTANDING OF THE LIVES OF FRANKLIN AND ELEANOR ROOSEVELT, AND OF THE SOCIAL, ECONOMIC, POLITICAL, AND CULTURAL HISTORY OF THE NEW DEAL ERA IN AMERICAN HISTORY. THE CENTER SPONSORS A VARIETY OF EDUCATIONAL PROGRAMS, INCLUDING LECTURE SERIES, COURSE OFFERINGS, AND PUBLICATIONS. IN ADDITION, THE CENTER CONTAINS A REMARKABLE COLLECTION OF MATERIALS ON THE ROOSEVELTS AND THE NEW DEAL. THESE INCLUDE BOOKS, PHOTOGRAPHS, VIDEOTAPES, ORAL HISTORIES, MANUSCRIPT COLLECTIONS, AND THOUSANDS OF PIECES OF EPHEMERA OF INTEREST TO ROOSEVELT SCHOLARS AND RESEARCHERS OF THE NEW DEAL. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 122247482 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | 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 | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | 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 | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | 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 | true | 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 | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 245 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3109 | 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 | 67 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 59 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANGELLA MADDOX | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3123413584 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 SOUTH MICHIGAN AVENUE | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (87 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DR CHARLES R MIDDLETON | ||||||||
| PRESIDENT & CEO | 38.00 | X | X | 496756 | 0 | 228555 | ||
| JAMES J MITCHELL III | ||||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| KENNETH L TUCKER | ||||||||
| SENIOR VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| MELVIN L KATTEN | ||||||||
| SENIOR VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| ROBERT MEDNICK | ||||||||
| SENIOR VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| WILLIAM J KIRBY | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| ALAN G SCHWARTZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALFRED W DINWIDDIE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALVIN I GOLIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANNA E ROOSEVELT | ||||||||
| LIFE TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANTHONY R PASQUINELLI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANTONIO ORTIZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ARI SHROYER-STOKES | ||||||||
| TRUSTEE | 17.00 | X | 4160 | 0 | 0 | |||
| BARRY S MCINERNEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRADLEY G GRIFFITH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRUCE A CROWN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRUCE J YOUNG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRUCE R BACHMANN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CARLETTE MCMULLAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES R GARDNER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DARRELL R HUBBARD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID D HILLER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DONALD M FIELD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DONALD S HUNT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR JANET WONDRA | ||||||||
| TRUSTEE | 38.00 | X | 52395 | 0 | 17314 | |||
| DR KENNETH W MIHAVICS | ||||||||
| TRUSTEE | 38.00 | X | 105993 | 0 | 31914 | |||
| DR MARGARET M POLICASTRO | ||||||||
| TRUSTEE | 38.00 | X | 123129 | 0 | 19234 | |||
| DR MICHAEL A CARTER | ||||||||
| TRUSTEE | 38.00 | X | 69989 | 0 | 10324 | |||
| DR NORMAN FRANKEL | ||||||||
| LIFE TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR STEPHEN J CERRONE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DUSHAN PETROVICH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DWIGHT FLOYD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FRANTZ OSSE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FREDERICK S ADDY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GERALD W FOGELSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HON BLANCHE M MANNING | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JEROME H STONE | ||||||||
| CHAIRMAN EMERITUS | 1.00 | X | 0 | 0 | 0 | |||
| JOE F HANAUER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOEL H JASTROMB | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN R HALL III | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN R NEWMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JUAN LOPEZ JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JULIE LATSKO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LOUIS S KAHNWEILER | ||||||||
| LIFE TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MANFRED STEINFELD | ||||||||
| LIFE TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MAREK A WIERZBA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARK J VAN GRINSVEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MAUREEN A EHRENBERG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MEME HOPMAYER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PATRICIA HARRIS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PEDRO DEJESUS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RENEE LOGAN | ||||||||
| LIFE TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| REUBEN L HEDLUND | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| REV LARRY S BULLUCK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RHODI E HATZILABROU | ||||||||
| TRUSTEE | 17.00 | X | 4883 | 0 | 0 | |||
| ROBERT D GLICK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT L WIESENECK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT Y PADDOCK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RONALD B GRAIS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROSIE PAPARELLA | ||||||||
| TRUSTEE | 17.00 | X | 4324 | 0 | 0 | |||
| SEYMOUR H PERSKY | ||||||||
| LIFE TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN T ZILIAK | ||||||||
| TRUSTEE | 38.00 | X | 102299 | 0 | 16868 | |||
| STEVEN A MEYERS | ||||||||
| TRUSTEE | 38.00 | X | 91580 | 0 | 13596 | |||
| STEVEN H ABBEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN A STONE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN K GORDY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN T BART | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TERRY PETERSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TONY HU | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| VICKI B ESCARRA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRIGHAM J TIMPSON | ||||||||
| ASSISTANT SECRETARY | 38.00 | X | 37688 | 0 | 5823 | |||
| MIROSLAVA MEJIA KRUG | ||||||||
| TREASURER | 38.00 | X | 217009 | 0 | 78405 | |||
| DR DOUGLAS KNERR | ||||||||
| VICE PROVOST OF SCHAUMBURG CAMPUS | 38.00 | 174960 | 0 | 38936 | X | |||
| DR GEORGE MACKINNON | ||||||||
| DEAN COLLEGE OF PHARMACY | 38.00 | 199131 | 0 | 19724 | X | |||
| DR HOLLY STADLER | ||||||||
| DEAN COLLEGE OF EDUCATION | 38.00 | 175824 | 0 | 25806 | X | |||
| DR JAMES GANDRE | ||||||||
| PROVOST/EXECUTIVE VP | 38.00 | 227696 | 0 | 54315 | X | |||
| DR LYNN WEINER | ||||||||
| DEAN OF ARTS & SCIENCES | 38.00 | 195765 | 0 | 19806 | X | |||
| DR TERESA FRIEL | ||||||||
| DEAN COLLEGE OF BUSINESS ADMINISTRATION | 38.00 | 190220 | 0 | 31571 | X | |||
| HENRY FOGEL | ||||||||
| DEAN CCPA | 38.00 | 166068 | 0 | 30806 | X | |||
| LESLEY D SLAVITT | ||||||||
| VP GOVT RELATNS/UNIV OUTREACH | 38.00 | 156208 | 0 | 22027 | X | |||
| MARY HENDRY | ||||||||
| VP OF ENROLLMENT/STUDENT SERVICES | 38.00 | 181487 | 0 | 33725 | X | |||
| PATRICK WOODS | ||||||||
| VP OF INSTITUTIONAL ADVANCEMENT | 38.00 | 257241 | 0 | 59799 | X | |||
| CAROLYN WILEY | ||||||||
| PROFESSOR OF MANAGEMENT | 38.00 | 150688 | 0 | 19891 | X | |||
| DR JOHN MCDONALD | ||||||||
| FOGELSON PROFESSOR OF RE | 38.00 | 176024 | 0 | 16433 | X | |||
| DR MOJI C ADEYEYE | ||||||||
| PROFESSOR OF PHARMACEUTICS | 38.00 | 147060 | 0 | 17251 | X | |||
| GORDON PATZER | ||||||||
| PROFESSOR OF MARKETING | 38.00 | 162902 | 0 | 33321 | X | |||
| JON B DEVRIES | ||||||||
| WEHBC, DIRECTOR - REAL ESTATE | 38.00 | 178411 | 0 | 32336 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4049890 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 877780 | TotalOtherCompensation |
| Number Individuals GT100 K | 75 | NumberIndividualsGT100K |
| Formers Listed | false | 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 |
|---|---|---|---|---|---|
| 55 E WASHINGTON DEVELOPMENT LLC | |||||
| FORNELLI HALL 162 N FRANKLIN STREET | CHICAGO | IL | 60602 | MANAGEMENT COMPANY | 3173096 |
| ALTERNATIVE CONSTRUCTION SOLUTIONS | |||||
| PO BOX 807 | MOUNT PROSPECT | IL | 60056 | CONSTRUCTION | 1954050 |
| EAF | |||||
| DBA UNIVERSITY CENTER 525 S STATE | CHICAGO | IL | 60605 | MANAGEMENT COMPANY | 1713069 |
| GAGE COMMERCIAL CONDO | |||||
| 180 N MICHIGAN AVE STE 200 | CHICAGO | IL | 60601 | MANAGEMENT COMPANY | 1451437 |
| ABM JANITORIAL SERVICES | |||||
| 180 N LASALLE STREET SUITE 1420 | CHICAGO | IL | 60601 | JANITORIAL | 1242592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 33 | NumberOfContractorsGT100K |
| Fundraising Events | 383450 | FundraisingEvents |
| Government Grants | 4210137 | GovernmentGrants |
| All Other Contributions | 5289613 | AllOtherContributions |
| Noncash Contributions | 263009 | NoncashContributions |
| Total Contributions | 9883200 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 119075748 | 119075748 |
| NON CREDIT PROGRAMS | 900099 | 1542445 | 1542445 |
| AUXILLARY INCOME | 900099 | 8822673 | 8822673 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 129440866 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4361719 | TotalRevenueColumn |
| Exclusion | $4,361,719 | 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 | 80129 | TotalRevenueColumn |
| Exclusion | $80,129 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 220201 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 347811 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -127610 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -127610 | TotalRevenueColumn |
| Exclusion | -$127,610 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1688800 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1688800 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1688800 | TotalRevenueColumn |
| Exclusion | $1,688,800 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 3801 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 383450 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 116111 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -112310 | TotalRevenueColumn |
| Exclusion | -$112,310 | 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 (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| THEATRE RESTORATION | 900099 | 1500000 | 1500000 | |
| EAF DISTRIBUTION | 900099 | 330964 | $330,964 | |
| MISCELLANEOUS REVENUE | 900099 | 497475 | $497,475 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34385 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $34,385 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2362824 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 147577618 | TotalRevenueColumn |
| Related Or Exempt Function Income | 130940866 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $6,753,552 | 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 | 25344319 | Total |
| Program Services | 25344319 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1207334 | Total |
| Program Services | 1207334 | ProgramServices |
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 | 3234805 | Total |
| Management And General | 2652540 | ManagementAndGeneral |
| Fundraising | 582265 | Fundraising |
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 | 52698099 | Total |
| Program Services | 44793384 | ProgramServices |
| Management And General | 6850753 | ManagementAndGeneral |
| Fundraising | 1053962 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1484872 | Total |
| Program Services | 1262142 | ProgramServices |
| Management And General | 193033 | ManagementAndGeneral |
| Fundraising | 29697 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6267999 | Total |
| Program Services | 5327799 | ProgramServices |
| Management And General | 814840 | ManagementAndGeneral |
| Fundraising | 125360 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3825162 | Total |
| Program Services | 3251388 | ProgramServices |
| Management And General | 497271 | ManagementAndGeneral |
| Fundraising | 76503 | 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 | 553788 | Total |
| Program Services | 470720 | ProgramServices |
| Management And General | 71992 | ManagementAndGeneral |
| Fundraising | 11076 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180425 | Total |
| Program Services | 153361 | ProgramServices |
| Management And General | 23455 | ManagementAndGeneral |
| Fundraising | 3609 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60001 | Total |
| Program Services | 51001 | ProgramServices |
| Management And General | 7800 | ManagementAndGeneral |
| Fundraising | 1200 | Fundraising |
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 | 3510822 | Total |
| Program Services | 2984199 | ProgramServices |
| Management And General | 456407 | ManagementAndGeneral |
| Fundraising | 70216 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1974890 | Total |
| Program Services | 1678656 | ProgramServices |
| Management And General | 256736 | ManagementAndGeneral |
| Fundraising | 39498 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4285628 | Total |
| Program Services | 3642783 | ProgramServices |
| Management And General | 557132 | ManagementAndGeneral |
| Fundraising | 85713 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2676 | Total |
| Program Services | 2274 | ProgramServices |
| Management And General | 348 | ManagementAndGeneral |
| Fundraising | 54 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10194849 | Total |
| Program Services | 8665622 | ProgramServices |
| Management And General | 1325330 | ManagementAndGeneral |
| Fundraising | 203897 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1052630 | Total |
| Program Services | 894735 | ProgramServices |
| Management And General | 136842 | ManagementAndGeneral |
| Fundraising | 21053 | 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 | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8166597 | Total |
| Program Services | 6941607 | ProgramServices |
| Management And General | 1061658 | ManagementAndGeneral |
| Fundraising | 163332 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7564012 | Total |
| Program Services | 6429410 | ProgramServices |
| Management And General | 983322 | ManagementAndGeneral |
| Fundraising | 151280 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 379013 | Total |
| Program Services | 322161 | ProgramServices |
| Management And General | 49272 | ManagementAndGeneral |
| Fundraising | 7580 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | 2297411 | 1952800 | 298663 | 45948 |
| EQUIPMENT PURCHASED | 3533466 | 3003446 | 459351 | 70669 |
| UTILITIES | 2658221 | 2259488 | 345569 | 53164 |
| BOOKS AND SUBCRIPTIONS | 970955 | 825312 | 126224 | 19419 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 921812 | Total |
| Program Services | 783541 | ProgramServices |
| Management And General | 119835 | ManagementAndGeneral |
| Fundraising | 18436 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142369786 | Total |
| Program Services | 122247482 | ProgramServices |
| Management And General | 17288373 | ManagementAndGeneral |
| Fundraising | 2833931 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7300248 | BOY |
| EOY | 3678810 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33522907 | BOY |
| EOY | 35281030 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6785811 | BOY |
| EOY | 5475329 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26699917 | BOY |
| EOY | 33113879 | 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 | 12296908 | BOY |
| EOY | 12296908 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16934751 | BOY |
| EOY | 16600030 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 298077409 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 61110905 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192327593 | BOY |
| EOY | 236966504 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78674967 | BOY |
| EOY | 76218896 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61480687 | BOY |
| EOY | 17819885 | 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 | 2855313 | BOY |
| EOY | 2597248 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 438879102 | BOY |
| EOY | 440048519 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21405556 | BOY |
| EOY | 15018304 | 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 | 65812227 | BOY |
| EOY | 69966892 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226049486 | BOY |
| EOY | 226131900 | 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 | 3000000 | BOY |
| EOY | 1000000 | 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 | 487065 | BOY |
| EOY | 598823 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316754334 | BOY |
| EOY | 312715919 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52754474 | BOY |
| EOY | 56302733 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38485846 | BOY |
| EOY | 40064822 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30884448 | BOY |
| EOY | 30965045 | EOY |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122124768 | BOY |
| EOY | 127332600 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 438879102 | BOY |
| EOY | 440048519 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 5207832 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $60,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 60000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of the activities reported on Lines 1a through 1i | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | A LOBBYING FIRM PROVIDES STATE LOBBYING SERVICES FOR THE UNIVERSITY. THE FIRM HELPS MANAGE OUR RELATIONSHIPS WITH LEGISLATIVE AND OTHER STATE OFFICES, HELPS US REVIEW LEGISLATION, AND RESEARCHES THE IMPLICATIONS OF POLICIES FOR THE UNIVERSITY. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80231622 | BeginningOfYearBalance |
| Contributions | 953328 | Contributions |
| Investment Earnings Or Losses | 5147542 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3258646 | GrantsOrScholarships |
| Other Expenditures | 5464887 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 77608959 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 69792000 | BeginningOfYearBalance |
| Contributions | 2868355 | Contributions |
| Investment Earnings Or Losses | 10719883 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3148616 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 80231622 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63099000 | BeginningOfYearBalance |
| Contributions | 1740000 | Contributions |
| Investment Earnings Or Losses | 7163000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2210000 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 69792000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 68579000 | BeginningOfYearBalance |
| Contributions | 2443000 | Contributions |
| Investment Earnings Or Losses | -7923000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 63099000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.22450 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.39900 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.37650 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25097552 | OtherCostOrOtherBasis |
| Book Value | 25097552 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 263171097 | OtherCostOrOtherBasis |
| Depreciation | 56671544 | Depreciation |
| Book Value | 206499553 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9808760 | OtherCostOrOtherBasis |
| Depreciation | 4439361 | Depreciation |
| Book Value | 5369399 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 236966504 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STUDENT DEPOSITS | Description |
| Amount | $598,823 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 598823 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Collections of art - financial statement footnote | Schedule D, Part III, Line 1a | THE UNIVERSITY HAS COLLECTIONS OF VALUABLE PAPERS AND OTHER MEMORABILIA THAT WERE DONATED TO THE UNIVERSITY. THESE PAPERS ARE ON DISPLAY AND ARE USED BY EDUCATORS, RESEARCHERS, HISTORIANS, AND OTHERS. THE VALUE OF THESE COLLECTIONS IS NOT INCLUDED IN THE FINANCIAL STATEMENTS. |
| Collections of art - description of collections | Schedule D, Part III, Line 4 | THE UNIVERSITY HAS COLLECTIONS OF VALUABLE PAPERS AND OTHER MEMORABILIA THAT WERE DONATED TO THE UNIVERSITY. THESE PAPERS ARE ON DISPLAY AND ARE USED BY EDUCATORS, RESEARCHERS, HISTORIANS, AND OTHERS. THE VALUE OF THESE COLLECTIONS IS NOT INCLUDED IN THE FINANCIAL STATEMENTS. |
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | THE ENDOWMENT FUND IS INTENDED TO PROVIDE FOR THE OPERATION AND SPECIAL PROGRAMS OF THE UNIVERSITY. IN SO DOING, THE ENDOWMENT FUND PROVIDES A SECURE, LONG-TERM SOURCE OF FUNDS TO ESTABLISH OR MAINTAIN PROGRAMS WHICH ARE CONSISTENT WITH THE AIM OF THE UNIVERSITY. THOSE AIMS MAY INCLUDE, BUT ARE NOT LIMITED TO: MAINTAINING A CHAIR FOR EACH OF THE UNIVERSITY'S EDUCATIONAL DEPARTMENTS; PROVIDING FUNDS FOR SPECIFIC RESEARCH PROJECTS APPROVED BY THE BOARD; AND PROVIDING SCHOLARSHIPS. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | THE UNIVERSITY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES UNDER GUIDANCE ISSUED BY THE FASB. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. AS OF AUGUST 31, 2012 AND 2011, THERE WERE NO UNCERTAIN TAX POSITIONS IDENTIFIED. THE UNIVERSITY DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. FORMS 990 AND 990-T FILED BY THE UNIVERSITY ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. MANAGEMENT BELIEVES THE FORMS 990 AND 990-T HAVE BEEN FILED APPROPRIATELY. FORMS 990 AND 990-T FILED BY THE UNIVERSITY ARE NO LONGER SUBJECT TO EXAMINATION FOR THE FISCAL YEARS ENDED AUGUST 31, 2009 AND PRIOR. THE UNIVERSITY WOULD RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX POSITIONS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. THE UNIVERSITY HAS NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES AS OF AUGUST 31, 2012 AND 2011. |
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 Students Rights | false | DiscriminateRaceStudentsRights |
| 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 Athletic Prog | false | DiscriminateRaceAthleticProg |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Financial aid or assistance from a governmental agency | Identifier |
| Return Reference | Schedule E, Line 6a | ReturnReference |
| Explanation | THE UNIVERSITY RECEIVES FUNDS FROM VARIOUS AGENCIES; SOME FUNDS ARE RESTRICTED FOR SPECIFIC PURPOSES, WHILE OTHERS ARE UNRESTRICTED. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | N/A | 39900 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | N/A | 482620 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | GRANTMAKING | N/A | 380638 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTMAKING | N/A | 20000 |
| NORTH AMERICA (CANADA & MEXICO ONLY) | 0 | 0 | GRANTMAKING | N/A | 93000 |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 0 | 0 | GRANTMAKING | N/A | 56900 |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | N/A | 95526 |
| SOUTH ASIA | 0 | 0 | GRANTMAKING | N/A | 38750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 1207334 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| SCHOLARSHIPS | CENTRAL AMERICA AND THE CARIBBEAN | 2 | 39900 | CREDIT ACCT | 0 | N/A |
| SCHOLARSHIPS | EAST ASIA AND THE PACIFIC | 37 | 482620 | CREDIT ACCT | 0 | N/A |
| SCHOLARSHIPS | EUROPE (INCLUDING ICELAND AND GREENLAND) | 22 | 380638 | CREDIT ACCT | 0 | N/A |
| SCHOLARSHIPS | MIDDLE EAST AND NORTH AFRICA | 1 | 20000 | CREDIT ACCT | 0 | N/A |
| SCHOLARSHIPS | NORTH AMERICA (CANADA & MEXICO ONLY) | 7 | 93000 | CREDIT ACCT | 0 | N/A |
| SCHOLARSHIPS | RUSSIA AND THE NEWLY INDEPENDENT STATES | 2 | 56900 | CREDIT ACCT | 0 | N/A |
| SCHOLARSHIPS | SOUTH AMERICA | 7 | 95526 | CREDIT ACCT | 0 | N/A |
| SCHOLARSHIPS | SOUTH ASIA | 6 | 38750 | CREDIT ACCT | 0 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Procedures for monitoring use of grant funds | Schedule F, Part I, Line 2 | THE FINANCIAL AID OFFICE MONITORS THE PROCESS THROUGH DIRECT WIRE TRANSFERS TO INDIVIDUAL STUDENT ACCOUNTS. |
| Method used to account for expenditures on organization's financial statements | Schedule F, Part I, Line 3 | CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL RUSSIA AND THE NEWLY INDEPENDENT STATES: ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL |
| Method used to account for grants on organization's financial statements | Schedule F, Part III | CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL RUSSIA AND THE NEWLY INDEPENDENT STATES: ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ROBIN GOLF | NameOfEvent1 |
| Gross Receipts Event1 | 57130 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 56050 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 1080 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 18379 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GALA | NameOfEvent2 |
| Gross Receipts Event2 | 330121 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 327400 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 2721 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 76487 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 21245 | OtherDirectExpensesEvent2 |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Gross Receipts Total | 387251 | GrossReceiptsTotal |
| Charitable Contributions Total | 383450 | CharitableContributionsTotal |
| Gross Revenue Total Events | 3801 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 76487 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 39624 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 116111 | DirectExpenseSummaryEvents |
| Net Income Summary | -112310 | 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 | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 3720 | NumberOfRecipients |
| Amount Of Cash Grant | 25344319 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | AFTER THE INITIAL REVIEW AND APPROVAL BY THE APPROPRIATE EMPLOYEES AT THE GRANT DEPARTMENT LEVEL, THE PAPERWORK FOR GRANT EXPENDITURES ARE THEN PASSED ON TO THE NEXT REVIEW AND APPROVAL LEVEL BY AN APPLICABLE COLLEGE OR DEPARTMENTAL ADMINISTRATOR OF GRANT EXPENDITURES. UPON APPROVAL, THE PAPERWORK IS SENT TO THE SENIOR GRANTS ACCOUNTANT FOR REVIEW AND APPROVAL PRIOR TO PAYMENT PROCESSING OF THE GRANT EXPENDITURES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR TERESA FRIEL | |||||||||||||
| 189944 | 0 | 0 | 0 | 276 | 0 | 17677 | 0 | 13894 | 0 | 221791 | 0 | 0 | 0 |
| DR CHARLES R MIDDLETON | |||||||||||||
| 421132 | 0 | 0 | 0 | 75624 | 0 | 210400 | 0 | 18155 | 0 | 725311 | 0 | 0 | 0 |
| MIROSLAVA MEJIA KRUG | |||||||||||||
| 216889 | 0 | 0 | 0 | 120 | 0 | 69192 | 0 | 9213 | 0 | 295414 | 0 | 0 | 0 |
| DR JAMES GANDRE | |||||||||||||
| 223076 | 0 | 0 | 0 | 4620 | 0 | 43560 | 0 | 10755 | 0 | 282011 | 0 | 0 | 0 |
| MARY HENDRY | |||||||||||||
| 179963 | 0 | 0 | 0 | 1524 | 0 | 17177 | 0 | 16548 | 0 | 215212 | 0 | 0 | 0 |
| DR LYNN WEINER | |||||||||||||
| 194973 | 0 | 0 | 0 | 792 | 0 | 17987 | 0 | 1819 | 0 | 215571 | 0 | 0 | 0 |
| PATRICK WOODS | |||||||||||||
| 205149 | 0 | 0 | 0 | 52092 | 0 | 42109 | 0 | 17690 | 0 | 317040 | 0 | 0 | 0 |
| JON B DEVRIES | |||||||||||||
| 176887 | 0 | 0 | 0 | 1524 | 0 | 16804 | 0 | 15532 | 0 | 210747 | 0 | 0 | 0 |
| DR HOLLY STADLER | |||||||||||||
| 175032 | 0 | 0 | 0 | 792 | 0 | 16195 | 0 | 9611 | 0 | 201630 | 0 | 0 | 0 |
| DR GEORGE MACKINNON | |||||||||||||
| 198951 | 0 | 0 | 0 | 180 | 0 | 18333 | 0 | 1391 | 0 | 218855 | 0 | 0 | 0 |
| DR JOHN MCDONALD | |||||||||||||
| 174500 | 0 | 0 | 0 | 1524 | 0 | 15700 | 0 | 733 | 0 | 192457 | 0 | 0 | 0 |
| GORDON PATZER | |||||||||||||
| 162902 | 0 | 0 | 0 | 0 | 0 | 16096 | 0 | 17225 | 0 | 196223 | 0 | 0 | 0 |
| HENRY FOGEL | |||||||||||||
| 164544 | 0 | 0 | 0 | 1524 | 0 | 15700 | 0 | 15106 | 0 | 196874 | 0 | 0 | 0 |
| DR DOUGLAS KNERR | |||||||||||||
| 174684 | 0 | 0 | 0 | 276 | 0 | 23872 | 0 | 15064 | 0 | 213896 | 0 | 0 | 0 |
| CAROLYN WILEY | |||||||||||||
| 150062 | 0 | 0 | 0 | 626 | 0 | 11977 | 0 | 7914 | 0 | 170579 | 0 | 0 | 0 |
| LESLEY D SLAVITT | |||||||||||||
| 156106 | 0 | 0 | 0 | 102 | 0 | 12550 | 0 | 9477 | 0 | 178235 | 0 | 0 | 0 |
| DR MOJI C ADEYEYE | |||||||||||||
| 146483 | 0 | 0 | 0 | 577 | 0 | 1924 | 0 | 15327 | 0 | 164311 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Discretionary spending account | Schedule J, Part I, Line 1a | THE VICE PRESIDENT OF THE OFFICE OF INSTITUTIONAL ADVANCEMENT RECEIVES A MONTHLY DISCRETIONARY SPENDING ALLOWANCE FOR PERSONAL TRAVEL WHICH IS INCLUDED IN TAXABLE INCOME. |
| Housing allowance or residence for personal use | Schedule J, Part I, Line 1a | THE PRESIDENT AND THE VICE PRESIDENT OF THE OFFICE OF INSTITUTIONAL ADVANCEMENT RECEIVE HOUSING AND CAR ALLOWANCES WHICH ARE INCLUDED IN THEIR TAXABLE COMPENSATION. |
| Payments for business use of personal residence | Schedule J, Part I, Line 1a | THE PRESIDENT SHALL BE REIMBURSED FOR ALL ENTERTAINMENT DONE ON BEHALF OF THE UNIVERSITY AT HIS HOME. |
| Health or social club dues or initiation fees | Schedule J, Part I, Line 1a | SOCIAL CLUB DUES PAID FOR THE PRESIDENT ARE FOR BUSINESS USE AND ARE NOT INCLUDED IN HIS TAXABLE COMPENSATION. |
| Personal services | Schedule J, Part I, Line 1a | THE PRESIDENT RECEIVES A HOUSEKEEPING ALLOWANCE WHICH IS INCLUDED IN HIS TAXABLE COMPENSATION. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | THE PRESIDENT HAS A DEFERRED COMPENSATION ARRANGEMENT PER HIS CONTRACT. A TOTAL OF $151,000 WAS DEFERRED FOR THIS TAX YEAR. |
| Non-fixed payments | Schedule J, Part I, Line 7 | THE PRESIDENT RECEIVED A DEFERRED PERFORMANCE BONUS. THE PERFORMANCE BONUS FOR WHICH HE WAS ELIGIBLE WAS BASED ON A PERCENTAGE BETWEEN 15% AND 30% OF HIS SALARY. THE EXECUTIVE COMPENSATION COMMITTEE UPON REVIEW AND EVALUATION OF THE PRESIDENT'S ACCOMPLISHMENTS IN MEETING HIS ANNUAL PERFORMANCE GOALS DETERMINED THE PERCENTAGE AND RECOMMENDED TO THE EXECUTIVE COMMITTEE OF THE BOARD THE ANNUAL ADJUSTMENT IN THE PRESIDENT'S COMPENSATION. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| ILLINOIS FINANCE AUTHORITY | |||||||
| 861091967 | 45200FCN7 | 2007-12-14 | 45607613 | SEE PART V | false | false | false |
| ILLINOIS FINANCE AUTHORITY | |||||||
| 861091967 | 45200FF46 | 2009-12-09 | 180442121 | SEE PART V | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 45607613 | 0 | 0 | 0 | 281660 | 0 | 0 | 45325953 | 0 | 0 | 2008 | false | false | true | true |
| 0 | 0 | 180442121 | 13421870 | 19395315 | 33222493 | 2300772 | 0 | 0 | 112101671 | 0 | 0 | 2012 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | true | false | false | true | 0.0396 | 0.0000 | 0.0396 | true |
| false | false | false | false | 0.0000 | 0.0000 | 0.0000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Term Of GICTermOfGIC |
|---|---|---|---|---|---|---|---|
| NA | |||||||
| false | false | false | false | false | true | ||
| NA | |||||||
| false | false | false | false | false | true | 0.0 | 0.0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| BOND ISSUES - DESCRIPTION OF PURPOSE | PART I, COLUMN (F) | THE PROCEEDS OF THE BONDS ISSUED ON 12/14/2007 WERE USED FOR (1) ACQUISITION, RENOVATION AND EQUIPPING OF CERTAIN FLOORS OF THE GAGE BUILDING IN CHICAGO; (2) THE ACQUISITION, DEMOLITION AND SITE CLEARING OF STRUCTURES RELATING TO THE FINE ARTS ANNEX BUILDING AND THE HERMAN CROWN CENTER; (3) VARIOUS RENOVATIONS, INCLUDING UPGRADES AND REPLACEMENTS, TO THE AUDITORIUM BUILDING'S HVAC SYSTEM; (4) VARIOUS LIFE SAFETY IMPROVEMENTS, AS WELL AS OTHER RENOVATIONS AND REMODELING, AT THE AUDITORIUM BUILDING; (5) THE ACQUISITION OF CERTAIN LAND AND RELATED DEVELOPMENT RIGHTS NEAR THE MAIN CAMPUS; AND (6) VARIOUS CAPITAL IMPROVEMENTS AT THE UNIVERSITY'S CHICAGO AND SCHAUMBURG CAMPUSES. |
| BOND ISSUES - DESCRIPTION OF PURPOSE | PART I, COLUMN (F) | THE PROCEEDS FROM THE BONDS ISSUED 12/9/2009 WERE USED TO (1) FINANCE THE COSTS OF THE CONSTRUCTION, ACQUISITION, RENOVATION, IMPROVEMENT AND EQUIPPING OF A MIXED-USE ACADEMIC CENTER AND STUDENT HOUSING FACILITY OF THE UNIVERSITY, THE WABASH DEVELOPMENT PROJECT; (2) FINANCE VARIOUS CAPITAL IMPROVEMENTS AT THE UNIVERSITY'S CHICAGO AND SCHAUMBURG CAMPUSES; (3) PAY CAPITALIZED INTEREST WITH RESPECT TO CERTAIN PORTIONS OF THE WABASH DEVELOPMENT PROJECT; (4) REFUND THE ILLINOIS DEVELOPMENT FINANCE AUTHORITY'S VARIABLE RATE DEMAND REVENUE BONDS, SERIES 1995, 2000 AND 2002; (5) FUND A DEBT SERVICE RESERVE FUND; AND (6) PAY CERTAIN COSTS OF ISSUANCE RELATING TO THE SERIES 2009 BONDS. |
| ISSUANCE COSTS FROM PROCEEDS | PART II, LINE 7 | ISSUANCE COSTS FROM PROCEEDS WERE $281,660. |
| ISSUANCE COSTS FROM PROCEEDS | PART II, LINE 7 | ISSUANCE COSTS FROM PROCEEDS WERE $2,300,772. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant |
|---|---|
| NA - SEE PART V | |
| N/A - SEE PART V | 17150 |
| NA - SEE PART V | |
| N/A - SEE PART V | 5000 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 7023 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 44922 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | OTHER-LAB EQUIPMENT | 9 | 125467 | MARKET VALUE |
| X | OTHER-FURNISHINGS | 1 | 197 | COST |
| X | OTHER-SOFTWARE LICENSES | 1 | 81900 | MARKET VALUE |
| X | OTHER-PIANO | 1 | 1500 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanations of reporting method for number of contributions | Schedule M, Part I | SECURITIES - PUBLICLY TRADED: NUMBER OF ITEMS RECEIVED BOOKS AND PUBLICATIONS: NUMBER OF ITEMS ART - WORKS OF ART: NUMBER OF ITEMS RECEIVED OTHER: NUMBER OF ITEMS RECEIVED OTHER: NUMBER OF ITEMS RECEIVED OTHER: NUMBER OF ITEMS RECEIVED OTHER: NUMBER OF ITEMS RECEIVED |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 9 | NUMBER OF ITEMS RECEIVED |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 4 | NUMBER OF ITEMS |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 1 | NUMBER OF ITEMS RECEIVED |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line other=OTHER-LAB EQUIPMENT | NUMBER OF ITEMS RECEIVED |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | MANAGEMENT PERFORMED A REVIEW OF THE FORM 990. AFTER MANAGEMENT'S REVIEW, THE AUDIT COMMITTEE ALSO REVIEWED THE RETURN. PRIOR TO FILING THE RETURN WITH THE IRS, A COPY OF THE RETURN WILL BE PROVIDED TO ALL VOTING MEMBERS OF THE BOARD. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | EACH INTERESTED PERSON IS PROVIDED AN ELECTRONIC QUESTIONNAIRE ANNUALLY TO COMPLETE AND DISCLOSE ANY CONFLICTS. THE PROCESS IS MONITORED AND THE QUESTIONNAIRES ARE REVIEWED BY THE ASSISTANT SECRETARY TO THE BOARD OF TRUSTEES. IF ANY CONFLICTS ARE DISCLOSED THOSE BOARD MEMBERS ARE ASKED TO ABSTAIN FROM VOTING ON THE ITEM RELATED TO THE CONFLICT. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | THE BOARD OF TRUSTEES APPOINTED A COMPENSATION COMMITTEE CONSISTING OF FIVE (5) INDEPENDENT ROOSEVELT UNIVERSITY BOARD OF TRUSTEE MEMBERS. THE EXECUTIVE COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE BOARD OF TRUSTEES OF ROOSEVELT UNIVERSITY SHALL REVIEW AND APPROVE THE CASH AND NON-CASH COMPENSATION POLICIES AND PROGRAMS AND MAJOR CHANGES IN THE UNIVERSITY'S BENEFIT PLANS THAT ARE APPLICABLE TO THE PRESIDENT OF THE UNIVERSITY AND OTHER DESIGNATED SENIOR PERSONNEL AS DETERMINED BY THE COMMITTEE. THE PROCESS WITH RESPECT TO THE PRESIDENT: 1. REQUEST THE PRESIDENT TO COMPLETE A SELF EVALUATION OF GOALS AND ACCOMPLISHMENTS FOR THE PRIOR YEAR; 2. ONCE THE SELF EVALUATION IS COMPLETE, THE PRESIDENT SUBMITS THE ASSESSMENT TO THE COMPENSATION COMMITTEE; 3. THE COMMITTEE REVIEWS AND DISCUSSES THE ASSESSMENT AND REVIEWS THE DATA AGAINST THE PRE-ESTABLISHED AND AGREED UPON GOALS AND ACCOMPLISHMENTS SET FOR THE YEAR; 4. THE COMMITTEE COMPILES AND REVIEWS AVAILABLE COMPARABLE DATA FOR THE COMPENSATION OF OTHER COLLEGE AND UNIVERSITY PRESIDENTS WITHIN THE PEER GROUP ESTABLISHED FOR THE UNIVERSITY. THIS COMPARABLE DATA IS AVAILABLE BOTH FROM IRS FORM 990'S FILED BY THOSE INSTITUTIONS AND FROM THE DATA COLLECTED BY THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION (CUPA). THE EVP FOR HUMAN RESOURCES IS ALSO INVOLVED TO HELP SUMMARIZE THE DATA AND COMPARE IT TO PEER GROUP PRESIDENTS ON A MEDIAN, MEAN AND RANKED BASIS; 5. THE EMPLOYMENT CONTRACT IS REVIEWED AND A SALARY INCREASE AND BONUS IS DISCUSSED; 6. THE COMMITTEE MEETS UP TO THREE TIMES TO DELIBERATE AND ESTABLISH RECOMMENDATIONS; 7. THE RECOMMENDATIONS ARE PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | THE EXECUTIVE COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE BOARD OF TRUSTEES OF ROOSEVELT UNIVERSITY SHALL REVIEW AND APPROVE THE CASH AND NON-CASH COMPENSATION POLICIES AND PROGRAMS AND MAJOR CHANGES IN THE UNIVERSITY'S BENEFIT PLANS THAT ARE APPLICABLE TO THE PRESIDENT OF THE UNIVERSITY AND OTHER DESIGNATED SENIOR PERSONNEL AS DETERMINED BY THE COMMITTEE. THE PROCESS WITH RESPECT TO OTHER EXECUTIVES: 1. REVIEW AND APPROVE THE PRESIDENT'S RECOMMENDATIONS ON WHICH POSITIONS WILL BE COVERED BY THE POLICY; 2. REVIEW WITH THE PRESIDENT AND APPROVE THE ANNUAL WRITTEN PERFORMANCE GOALS OF THE OTHER INDIVIDUALS COVERED BY THE POLICY; 3. REVIEW AND APPROVE THE PRESIDENT'S DECISIONS TO ADJUST COMPENSATION FOR OTHER SENIOR EXECUTIVES AFTER THE PRESIDENT'S COMPLETION OF THE ANNUAL REVIEW OF THEIR PERFORMANCE. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. |
| OFFICERS, DIRECTORS, AND TRUSTEES | FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (A) | THE FOLLOWING INDIVIDUALS DEVOTE APPROXIMATELY 1 HOUR PER WEEK TO THE AUDITORIUM THEATRE OF ROOSEVELT UNIVERSITY INC., A RELATED TAX-EXEMPT ORGANIZATION: CHARLES R MIDDLETON, KENNETH L TUCKER, MELVIN L KATTEN, SEYMOUR H PERSKY, CHARLES R GARDNER, BRUCE A CROWN, DAVID D HILLER, GERALD W FOGELSON, MAUREEN A EHRENBERG, REUBEN L HEDLUND, ROBERT L WIESENECK, JAMES GANDRE, AND BRUCE BACHMAN. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| AUDITORIUM THEATRE OF ROOSEVELT UNIVERSITY INC | ||||||||||
| 50 EAST CONGRESS PKWY | CHICAGO | IL | 60605 | 363145476 | PERFORMING ARTS | IL | 501(C)(3) | N/A | ROOSEVELT UNIVERSITY | true |
| ROOSEVELT UNIVERSITY DEVELOPMENT CORPORATION | ||||||||||
| 430 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 606051315 | 274036050 | CHARITABLE AND EDUCATIONAL | IL | 501(C)(3) | 11 - Type I | ROOSEVELT UNIVERSITY | true |
| EDUCATIONAL ADVANCEMENT FUND INC | ||||||||||
| 525 S STATE STREET | CHICAGO | IL | 60605 | 364480416 | UNIVERSITY HOUSING | IL | 501(C)(3) | 11 - Type III - FI | NA | false |
| 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 | true | 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 | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUDITORIUM THEATRE OF ROOSEVELT UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionType |
| Amount Involved | 1577562 | AmountInvolved |
| Method Of Amt Determination | COST | MethodOfAmtDetermination |
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