ROCKHURST UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROCKHURST UNIVERSITY (EIN 44-0545813)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201311359349303391
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T10:36:24-04:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 641062246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440545813 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockhurst University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % GUY SWANSON | InCareOfName |
| Name Control | ROCK | NameControl |
| Phone | 8165014000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 ROCKHURST ROAD | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GUY SWANSON | Name |
| Title | VP OF FINANCE AND ADMINISTRATION | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael J Engle | Name |
| Phone | 8162216300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | REV THOMAS B CURRAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 ROCKHURST ROAD | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 81382132 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ROCKHURST.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1910 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | ROCKHURST UNIVERSITY EXISTS TO TRANSFORM LIVES BY CREATING A LEARNING COMMUNITY CENTERED IN EXCELLENCE IN UNDERGRADUATE LIBERAL ARTS EDUCATION AND GRADUATE EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1242 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6458632 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4735969 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 54735694 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 56071998 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2849260 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1986655 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3797257 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3889231 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 67840843 | TotalRevenuePriorYear |
| Total Revenue Current Year | 66683853 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 20352455 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 21397542 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 23676293 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 24369679 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 61500 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1391599 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21051094 | OtherExpensePriorYear |
| Other Expenses Current Year | 22331152 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 65141342 | TotalExpensesPriorYear |
| Total Expenses Current Year | 68098373 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2699501 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1414520 | RevenuesLessExpensesCY |
| Total Assets BOY | 124593378 | TotalAssetsBOY |
| Total Assets EOY | 122079739 | TotalAssetsEOY |
| Total Liabilities BOY | 60267743 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 65016282 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 64325635 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 57063457 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 23688078 | Expense |
| Grants | 21397542 | Grants |
| Revenue | 22417404 | Revenue |
| Description | INSTITUTIONAL STUDENT FINANCIAL AID IS THE LARGEST PROGRAM SERVICES EXPENSE FOR ROCKHURST UNIVERSITY. ROCKHURST IS COMMITTED TO PROVIDING A QUALITY, PRIVATE EDUCATION AT A REASONABLE COST. DURING THE FISCAL YEAR ENDED JUNE 30, 2012 THE UNIVERSITY OFFERED INSTITUTIONAL FINANCIAL AID TO OVER 80% OF ALL STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 29183579 | Expense |
| Grants | 0 | Grants |
| Revenue | 29183579 | Revenue |
| Description | INSTRUCTIONAL EXPENSES REPRESENT THE COST OF DELIVERING THE ROCKHURST EDUCATIONAL EXPERIENCE TO APPROXIMATELY 3,000 UNDERGRADUATE AND GRADUATE STUDENTS. THIS INCLUDES THE SALARIES AND BENEFITS FOR FULL TIME AND PART TIME FACULTY MEMBERS, INSTRUCTIONAL MATERIALS, BOOKS, AND SUPPLIES, TRAVEL AND PROFESSIONAL DEVELOPMENT, AND DEPRECIATION, MAINTENANCE AND INTEREST COSTS ASSOCIATED WITH VARIOUS CAMPUS FACILITIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8327949 | Expense |
| Grants | 0 | Grants |
| Revenue | 8327949 | Revenue |
| Description | AUXILIARY EXPENSES INCLUDE COSTS ASSOCIATED WITH PROVIDING STUDENT HOUSING AND FOOD SERVICE; EXPENSES RELATING TO THE UNIVERSITY'S PARTICIPATION IN NCAA ATHLETIC PROGRAMS; AND DEPRECIATION, MAINTENANCE AND INTEREST COSTS ASSOCIATED WITH VARIOUS CAMPUS FACILITIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 61199606 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | 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 | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | 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 | 3962 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1242 | 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 | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | 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 |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GUY SWANSON | NamePerson |
| Telephone Number | 8165014862 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 ROCKHURST ROAD | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| REV LAWRENCE BIONDI SJ | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JAMES G CASTELLANO | ||||||||
| TRUSTEE/CHAIRPERSON | 1.0 | X | 0 | 0 | 0 | X | ||
| CHARLES DUNLAP | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CLIFFORD J ALEXANDER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DANIEL SHAVER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS GERKE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DENNIS P HOGAN III | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RAYMOND F BEAGLE JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KERMIT J FENDLER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DUANE LOCK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| GREGORY M GRAVES | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WALTER MCCORMICK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS A MCDONNELL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SYLVIA RAYA | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| REV MICHAEL D BARBER SJ | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| REV NICHOLAS RASHFORD SJ | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DANIEL P CHARLES | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| YOUNG SEXTON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MARNY DONNELLY SHERMAN | ||||||||
| TRUSTEE/SECRETARY | 1.0 | X | 0 | 0 | 0 | X | ||
| CAROL A DIRAIMO | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RICHARD T SULLIVAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DENNIS J THUM | ||||||||
| TRUSTEE/ VICE CHAIRPERSON | 1.0 | X | 0 | 0 | 0 | X | ||
| STEPHEN A VALENTINO | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| REV WILLIAM T OULVEY SJ | ||||||||
| TRUSTEE/RECTOR OF JESUIT COMM. | 1.0 | X | 0 | 0 | 0 | |||
| REV PAUL H VU SJ | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CLYDE F WENDEL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KAREN T HAREN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MATTHEW WENGERT | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| REV THOMAS B CURRAN | ||||||||
| TRUSTEE/PRESIDENT | 40.0 | X | 0 | 0 | 0 | X | ||
| ELLEN DARLING | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| EMILY WERNER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MADELINE ROMIOUS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT P DUNN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| GUY SWANSON | ||||||||
| VP FINANCE & ADMINISTRATION | 40.0 | 183533 | 0 | 19685 | X | |||
| JAMES M DALEY | ||||||||
| DEAN-HSOM | 40.0 | 146977 | 0 | 11894 | X | |||
| ANTHONY L TOCCO | ||||||||
| PROFESSOR & MEN'S SOCCER COACH | 40.0 | 127076 | 0 | 17219 | X | |||
| CHERYL A MCCONNELL | ||||||||
| INTERIM DEAN-HSOM | 40.0 | 114203 | 0 | 14743 | X | |||
| TIMOTHY L MCDONALD | ||||||||
| DEAN-COLLEGE OF ARTS & SCIENCE | 40.0 | 120177 | 0 | 16019 | X | |||
| ROBERT S GRANT | ||||||||
| VP ADVANCEMENT | 40.0 | 126015 | 0 | 11788 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 817981 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 91348 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| JOHN A KRUGH REALTY LLC | |
| PROPERTY MANAGEMENT | 336264 |
| JE DUNN CONSTRUCTION CO | |
| GENERAL CONTRACTOR | 4269496 |
| SODEXO INC | |
| FOOD SERVICE | 2501025 |
| GOULD EVANS ASSOC | |
| ENGINEERING SERVICES | 781552 |
| SATELLITE JANITORIAL SERVICES | |
| JANITORIAL SERVICES | 400114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Federated Campaigns | 6220 | FederatedCampaigns |
| Fundraising Events | 29865 | FundraisingEvents |
| Government Grants | 502416 | GovernmentGrants |
| All Other Contributions | 4197468 | AllOtherContributions |
| Noncash Contributions | 233890 | NoncashContributions |
| Total Contributions | 4735969 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 51915705 | 51915705 |
| HOUSING INCOME | 611710 | 4114256 | 4114256 |
| STUDENT LOAN INTEREST | 611710 | 42037 | 42037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 56071998 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1288769 | TotalRevenueColumn |
| Exclusion | $1,288,769 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 159648 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 132272 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 27376 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27376 | TotalRevenueColumn |
| Exclusion | $27,376 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15248449 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14550563 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 697886 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 697886 | TotalRevenueColumn |
| Exclusion | $697,886 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 20365 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 29865 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 15444 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4921 | TotalRevenueColumn |
| Exclusion | $4,921 | 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 |
|---|---|---|---|
| CAFETERIA INCOME | 722210 | 2168395 | 2168395 |
| BOOKSTORE INCOME | 611710 | 96877 | 96877 |
| ATHLETIC INCOME | 900099 | 116504 | 116504 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1475158 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1475158 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3856934 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66683853 | TotalRevenueColumn |
| Related Or Exempt Function Income | 59928932 | RelatedOrExemptFunctionIncome |
| Exclusion | $2,018,952 | 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 | 20908890 | Total |
| Program Services | 20908890 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 488652 | Total |
| Program Services | 488652 | 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 | 387806 | Total |
| Management And General | 387806 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19740699 | Total |
| Program Services | 17208220 | ProgramServices |
| Management And General | 1694992 | ManagementAndGeneral |
| Fundraising | 837487 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 879925 | Total |
| Program Services | 756736 | ProgramServices |
| Management And General | 87993 | ManagementAndGeneral |
| Fundraising | 35197 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1972659 | Total |
| Program Services | 1696487 | ProgramServices |
| Management And General | 197266 | ManagementAndGeneral |
| Fundraising | 78906 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1388590 | Total |
| Program Services | 1194187 | ProgramServices |
| Management And General | 138859 | ManagementAndGeneral |
| Fundraising | 55544 | 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 | 122562 | Total |
| Management And General | 122562 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76643 | Total |
| Management And General | 76643 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114805 | Total |
| Management And General | 114805 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2294775 | Total |
| Program Services | 1721081 | ProgramServices |
| Management And General | 573694 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 784496 | Total |
| Program Services | 672121 | ProgramServices |
| Management And General | 95072 | ManagementAndGeneral |
| Fundraising | 17302 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1182896 | Total |
| Program Services | 1013452 | ProgramServices |
| Management And General | 143354 | ManagementAndGeneral |
| Fundraising | 26089 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 422877 | Total |
| Program Services | 362302 | ProgramServices |
| Management And General | 51248 | ManagementAndGeneral |
| Fundraising | 9327 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2279561 | Total |
| Program Services | 1953027 | ProgramServices |
| Management And General | 276258 | ManagementAndGeneral |
| Fundraising | 50276 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1054471 | Total |
| Program Services | 903424 | ProgramServices |
| Management And General | 127790 | ManagementAndGeneral |
| Fundraising | 23257 | 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 | 415317 | Total |
| Program Services | 355825 | ProgramServices |
| Management And General | 50332 | ManagementAndGeneral |
| Fundraising | 9160 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1927185 | Total |
| Program Services | 1651126 | ProgramServices |
| Management And General | 233554 | ManagementAndGeneral |
| Fundraising | 42505 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2677948 | Total |
| Program Services | 2294347 | ProgramServices |
| Management And General | 324538 | ManagementAndGeneral |
| Fundraising | 59063 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 414957 | Total |
| Program Services | 355517 | ProgramServices |
| Management And General | 50288 | ManagementAndGeneral |
| Fundraising | 9152 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Maintenance contracts | 726252 | 622220 | 88014 | 16018 |
| Contractual services | 944852 | 809507 | 114506 | 20839 |
| Student aid | 2290536 | 2290536 | ||
| Repairs and Maintenance | 1437236 | 1231360 | 174177 | 31699 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3163783 | Total |
| Program Services | 2710589 | ProgramServices |
| Management And General | 383416 | ManagementAndGeneral |
| Fundraising | 69778 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68098373 | Total |
| Program Services | 61199606 | ProgramServices |
| Management And General | 5507167 | ManagementAndGeneral |
| Fundraising | 1391599 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 57727 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7015097 | BOY |
| EOY | 2576200 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10181217 | BOY |
| EOY | 8464609 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1368141 | BOY |
| EOY | 1027496 | 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 | 0 | BOY |
| EOY | 0 | 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 | 1094857 | BOY |
| EOY | 1044798 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 118522964 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 47038240 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67035337 | BOY |
| EOY | 71484724 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34414265 | BOY |
| EOY | 35643155 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1138572 | BOY |
| EOY | -612059 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2345892 | BOY |
| EOY | 2393089 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124593378 | BOY |
| EOY | 122079739 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4172903 | BOY |
| EOY | 3739462 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44645000 | BOY |
| EOY | 47975000 | 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 | 5447439 | BOY |
| EOY | 5175725 | 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 | 6002401 | BOY |
| EOY | 8126095 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60267743 | BOY |
| EOY | 65016282 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15731598 | BOY |
| EOY | 11098290 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18268900 | BOY |
| EOY | 15278084 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30325137 | BOY |
| EOY | 30687083 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64325635 | BOY |
| EOY | 57063457 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124593378 | BOY |
| EOY | 122079739 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1414520 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5847658 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32650512 | BeginningOfYearBalance |
| Contributions | 547174 | Contributions |
| Investment Earnings Or Losses | 285963 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2206000 | GrantsOrScholarships |
| Administrative Expenses | 114805 | AdministrativeExpenses |
| End Of Year Balance | 31162844 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30290638 | BeginningOfYearBalance |
| Contributions | 1087319 | Contributions |
| Investment Earnings Or Losses | 3896780 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2490000 | GrantsOrScholarships |
| Administrative Expenses | 134225 | AdministrativeExpenses |
| End Of Year Balance | 32650512 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28510789 | BeginningOfYearBalance |
| Contributions | 560825 | Contributions |
| Investment Earnings Or Losses | 4776455 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1868500 | GrantsOrScholarships |
| Other Expenditures | 1587869 | OtherExpenditures |
| Administrative Expenses | 101062 | AdministrativeExpenses |
| End Of Year Balance | 30290638 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34947027 | BeginningOfYearBalance |
| Contributions | 1453389 | Contributions |
| Investment Earnings Or Losses | -4713161 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1941000 | GrantsOrScholarships |
| Other Expenditures | 1157008 | OtherExpenditures |
| Administrative Expenses | 78458 | AdministrativeExpenses |
| End Of Year Balance | 28510789 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.86969 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13031 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1323980 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 5061867 | OtherCostOrOtherBasis |
| Book Value | 6385847 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1770681 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 79790696 | OtherCostOrOtherBasis |
| Depreciation | 29250198 | Depreciation |
| Book Value | 52311179 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29585133 | OtherCostOrOtherBasis |
| Depreciation | 17788042 | Depreciation |
| Book Value | 11797091 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 990607 | OtherCostOrOtherBasis |
| Book Value | 990607 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 71484724 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE SWAPS | $5,435,756 |
| ANNUITIES PAYABLE | $21,745 |
| ASSET RETIREMENT OBLIGATION | $784,219 |
| DEPOSITS HELD FOR OTHERS | $191,208 |
| GOVERNMENTAL LOAN OBLIGATIONS | $1,693,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8126095 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 | SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 300 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE GOVERNING BODY TO FUNCTION AS ENDOWMENTS (BOARD DESIGNATED ENDOWMENTS). AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ("GAAP"), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING BOARD-DESIGNATED ENDOWMENT FUNDS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE UNIVERSITY'S GOVERNING BODY HAS INTERPRETED THE STATE OF MISSOURI PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (SPMIFA), ADOPTED IN AUGUST 2009, AS REQUIRING PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE UNIVERSITY CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF DONOR-RESTRICTED ENDOWMENT FUNDS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE UNIVERSITY IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY SPMIFA. IN ACCORDANCE WITH SPMIFA, THE UNIVERSITY CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: 1. DURATION AND PRESERVATION OF THE FUND 2. PURPOSES OF THE UNIVERSITY AND THE FUND 3. GENERAL ECONOMIC CONDITIONS 4. POSSIBLE EFFECT OF INFLATION AND DEFLATION 5. EXPECTED TOTAL RETURN FROM INVESTMENT INCOME AND APPRECIATION OR DEPRECIATION OF INVESTMENTS 6. OTHER RESOURCES OF THE UNIVERSITY 7. INVESTMENT POLICIES OF THE UNIVERSITY ASSETS OF THE ENDOWMENT FUND ARE POOLED ON A MARKET VALUE BASIS. EACH INDIVIDUAL POOLED ENDOWMENT FUND SUBSCRIBES TO OR DISPOSES OF UNITS ON THE BASIS OF THE PER-UNIT MARKET VALUE AT THE BEGINNING OF THE CALENDAR MONTH WITHIN WHICH THE TRANSACTION TAKES PLACE. UNDER THE UNIVERSITY'S ENDOWMENT SPENDING POLICY, FOR OPERATIONAL PURPOSES THE BOARD OF TRUSTEES ANNUALLY DIRECTS THAT A PERCENTAGE OF A THREE-YEAR ROLLING AVERAGE MARKET VALUE OF INVESTMENTS HELD FOR ENDOWMENT PURPOSES BE ALLOCATED AS A DISTRIBUTION OF ENDOWMENT INCOME FOR CURRENT OPERATIONS. FOR 2012, SUCH PERCENTAGE WAS 7%. THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED ENDOWMENT FUNDS THE UNIVERSITY MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIODS, AS WELL AS THOSE OF BOARD-DESIGNATED ENDOWMENT FUNDS. UNDER THE UNIVERSITY'S POLICIES, ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO MAINTAIN PURCHASING POWER, WHILE REDUCING, TO THE GREATEST EXTENT POSSIBLE, THE POSSIBILITY OF LOSS. THE ENDOWMENT FUND'S RETURN IS MEASURED ON A TIME WEIGHTED TOTAL RETURN BASIS OVER A ONE, THREE AND FIVE YEAR PERIOD OF TIME AGAINST APPROPRIATE BENCHMARKS AND A MANAGER UNIVERSE OF FUNDS HAVING A SIMILAR INVESTMENT STYLE. TO SATISFY ITS LONG-TERM RATE OF RETURN OBJECTIVES, THE UNIVERSITY RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CURRENT YIELD (INVESTMENT INCOME SUCH AS DIVIDENDS AND INTEREST) AND CAPITAL APPRECIATION (BOTH REALIZED AND UNREALIZED). THE UNIVERSITY TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. |
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 (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RACIALLY NONDISCRIMINATORY POLICY | SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY PUBLISHES THE FOLLOWING NONDISCRIMINATION STATEMENT ON THE UNIVERSITY WEBSITE, IN THE UNIVERSITY CATALOG, IN THE UNIVERSITY NEWSPAPER, ON APPLICATIONS FOR ADMISSION, IN THE FINANCIAL AID GUIDE AND OTHER BROCHURES AND SOLICITATIONS: "ROCKHURST UNIVERSITY IS COMMITTED TO PROVIDING EQUAL OPPORTUNITY FOR ALL PERSONS REGARDLESS OF RACE, COLOR, CREED, RELIGION, SEX, PREGNANCY STATUS, SEXUAL ORIENTATION, MARITAL STATUS, NATIONAL ORIGIN OR ANCESTRY, AGE, GENDER, DISABILITY, CITIZENSHIP OR INTENDING CITIZENSHIP STATUS, GENDER IDENTITY, VETERAN STATUS OR ANY OTHER STATUS PROTECTED BY LAW. EQUAL OPPORTUNITY EXTENDS TO ALL ASPECTS OF THE ADMINISTRATION OF EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, ATHLETICS, AND OTHER SCHOOL-ADMINISTERED POLICIES AND PROGRAMS, AND IN ITS EMPLOYMENT RELATED POLICIES AND PROCEDURES." |
| FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY | SCHEDULE E, PART I, LINE 6A | THE UNIVERSITY PARTICIPATES IN THE FEDERAL PELL GRANT, TEACHER EDUCATION ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION GRANT, FEDERAL WORK STUDY, ARRA FEDERAL WORK STUDY, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, FEDERAL PERKINS LOAN, AND FEDERAL DIRECT LOAN PROGRAMS. IN 2012, THE UNIVERSITY PARTICIPATED IN THE AMERICAN RECOVERY AND REINVESTMENT ACT OF 2009 STATE ENERGY LOAN PROGRAM. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | EDUCATIONAL | 31976 |
| Central America and the Caribbean | Program Services | EDUCATIONAL | 31493 |
| Central America and the Caribbean | Grantmaking | 35250 | |
| East Asia and the Pacific | Grantmaking | 118736 | |
| Europe (Including Iceland and Greenland) | Grantmaking | 195966 | |
| Middle East and North Africa | Grantmaking | 27500 | |
| North America | Grantmaking | 32500 | |
| South America | Grantmaking | 49700 | |
| Sub-Saharan Africa | Grantmaking | 29000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 552121 | SubtotalAmountSpent |
| Total Amount Spent | 552121 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (7 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| SCHOLARSHIPS | Cent. America/Caribbean | 1 | 35250 | STUDENT ACCT |
| SCHOLARSHIPS | East Asia/Pacific | 6 | 118736 | STUDENT ACCT |
| SCHOLARSHIPS | Europe/Iceland/Greenland | 9 | 195966 | STUDENT ACCT |
| SCHOLARSHIPS | Middle East/North Africa | 1 | 27500 | STUDENT ACCT |
| SCHOLARSHIPS | North America | 2 | 32500 | STUDENT ACCT |
| SCHOLARSHIPS | South America | 2 | 49700 | STUDENT ACCT |
| SCHOLARSHIPS | Sub-Saharan Africa | 1 | 29000 | STUDENT ACCT |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCESS FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 2 | ReturnReference |
| Explanation | THE GRANTS MADE BY THE UNIVERSITY ARE PRIMARILY FOR STUDENT AID AND SCHOLARSHIPS. A LIST OF RECIPIENTS OF SCHOLARSHIPS AND FELLOWSHIPS IS ON FILE AT THE UNIVERSITY AND IS AVAILABLE UPON REQUEST. ALL STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BY THE UNIVERSITY ON THE BASIS OF ACADEMIC AND ATHLETIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. | Explanation |
Schedule G IRS990ScheduleG
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | WILSON BENNETT TECHNOLOGY | NameOfIndividual |
| Activity | PHONE CAMPAIGN | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | KC GOLF TOURNEY | NameOfEvent1 |
| Gross Receipts Event1 | 50230 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 29865 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 20365 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 4819 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 8385 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 781 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 1459 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 50230 | GrossReceiptsTotal |
| Charitable Contributions Total | 29865 | CharitableContributionsTotal |
| Gross Revenue Total Events | 20365 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 4819 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 8385 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 781 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 1459 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 15444 | DirectExpenseSummaryEvents |
| Net Income Summary | 4921 | 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 | 1361 | NumberOfRecipients |
| Amount Of Cash Grant | 20908890 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCESS FOR MONITORING THE USE OF GRANTS IN THE U.S. | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | THE GRANTS MADE BY THE UNIVERSITY ARE PRIMARILY FOR STUDENT AID AND SCHOLARSHIPS. A LIST OF RECIPIENTS OF SCHOLARSHIPS AND FELLOWSHIPS IS ON FILE AT THE UNIVERSITY AND IS AVAILABLE UPON REQUEST. ALL STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BY THE UNIVERSITY ON THE BASIS OF ACADEMIC AND ATHLETIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GUY SWANSON | |||||||||||||
| 183419 | 0 | 0 | 0 | 114 | 0 | 11490 | 0 | 8195 | 0 | 203218 | 0 | 0 | 0 |
| JAMES M DALEY | |||||||||||||
| 146665 | 0 | 0 | 0 | 312 | 0 | 8957 | 0 | 2937 | 0 | 158871 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OFFICER COMPENSATION | Identifier |
| Return Reference | FORM 990, PART VII, SECTION A, LINE 1 | ReturnReference |
| Explanation | THE COMPENSATION PAID TO REV THOMAS B CURRAN OSFS, PRESIDENT, IS PAID TO HIS RELIGIOUS ORDER. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| HEALTH & ED FACILITIES OF THE ST OF MO | |||||||
| 431178966 | 60635HN39 | 2016-04-26 | 4548420 | SEE SCHEDULE O | false | false | false |
| HEALTH & ED FACILITIES AUTHORITY OF THE ST OF MO | |||||||
| 431178966 | 60636AAP8 | 2011-02-14 | 21530309 | SEE SCHEDULE O | false | false | false |
| HEALTH & ED FACILITIES AUTHORITY OF THE ST OF MO | |||||||
| 431178966 | 60636AAQ6 | 2011-02-14 | 22790000 | SEE SCHEDULE O | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 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 | 4548420 | 0 | 0 | 0 | 79332 | 0 | 4469088 | 0 | 0 | 0 | 2012 | false | false | true | true |
| 0 | 0 | 21530309 | 1728688 | 0 | 6960516 | 426160 | 0 | 0 | 7996525 | 4418421 | 0 | 2011 | true | false | false | true |
| 0 | 0 | 22790000 | 0 | 0 | 22790000 | 0 | 0 | 0 | 0 | 0 | 0 | 2011 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse |
|---|---|---|---|---|---|---|---|
| false | false | false | false | 0 | true | ||
| false | false | false | false | 0.00000 | true | 0.00000 | 0.00000 |
| false | false | false | false | 0.00000 | true | 0.00000 | 0.00000 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| false | false | false | false | 0 | false | false | |||
| 0 | |||||||||
| false | false | false | false | 0 | false | false | |||
| BOA & WELLS FARGO | |||||||||
| false | true | true | false | 0 | false | false | 21.66 | false | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEE SCHEDULE L PART V | NamePerson |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTIONS WITH INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L, PART IV | ReturnReference |
| Explanation | TRANSACTION 1 (A) JE DUNN CONSTRUCTION COMPANY (JE DUNN) (B) ROBERT P DUNN IS A TRUSTEE OF ROCKHURST UNIVERSITY AND THE VICE PRESIDENT - COMMUNITY AFFAIRS OF JE DUNN. (C) 4,269,496 (D) JE DUNN IS THE GENERAL CONTRACTOR FOR THE CONSTRUCTION OF THE UNIVERSITY'S NEW PARKING GARAGE FACILITY AND PLANNED NEW ACADEMIC BUILDING. (E) NO | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 17 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 207541 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV AT DATE RECEIVED | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | VARIOUS | 13 | 13 | RESALE VALUE |
| X | LIFE INSURANCE POLICY | 1 | 26336 | CASH SURRENDER VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| USE OF THIRD PARTIES TO SOLICIT, PROCESS OR SELL NON-CASH CONTRIBUTIONS | SCHEDULE M, PART I, LINE 32B | THE UNIVERSITY USES AN OUTSIDE BROKERAGE FIRM TO SELL SHARES OF STOCK THE UNVERSITY RECEIVES AS CONTRIBUTIONS. |
| NUMBER OF CONTRIBUTIONS | SCHEDULE M, PART I, COLUMN B | THE AMOUNTS LISTED IN COLUMN B ARE A COMBINATION OF NUMBER OF CONTRIBUTIONS AND NUMBER OF ITEMS CONTRIBUTED. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | ROCKHURST UNIVERSITY EXISTS TO TRANSFORM LIVES BY CREATING A LEARNING COMMUNITY CENTERED IN EXCELLENCE IN UNDERGRADUATE LIBERAL ARTS EDUCATION AND GRADUATE EDUCATION. ROCKHURST IS CATHOLIC AND JESUIT, INVOLVED IN THE LIFE AND GROWTH OF THE CITY AND THE REGION, AND COMMITTED TO THE SERVICE OF THE CONTEMPORARY WORLD. |
| BUSINESS RELATIONSHIPS | FORM 990, PART VI, SECTION A, LINE 2 | GREGORY M GRAVES AND CLYDE F WENDEL, TRUSTEES, HAVE A BUSINESS RELATIONSHIP. GREGORY M GRAVES SERVES ON THE BOARD OF DIRECTORS OF UMB BANK. CLYDE F WENDEL IS EXECUTIVE VICE PRESIDENT AT UMB BANK. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11A | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY UNIVERSITY MANAGEMENT AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS THAT UNIVERSITY MANAGEMENT AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE DRAFT VERSION 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. ANY QUESTIONS OR CONCERNS THAT THE AUDIT COMMITTEE MEMBERS HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. AN ELECTRONIC COPY OF THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED AT THE TIME OF HIRE FOR FACULTY AND ADMINISTRATIVE STAFF, AND THEREAFTER IS AVAILABLE ON THE UNIVERSITY'S INTRANET SITE. MEMBERS OF THE PRESIDENT'S CABINET MUST SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. IN THE CASE OF THE BOARD OF TRUSTEES, A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED AT THE TIME OF ELECTION, AND THEREAFTER ON AN ANNUAL BASIS EACH JUNE. TRUSTEES, OFFICERS, KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES ARE ALSO REQUIRED TO COMPLETE ANNUALLY A DISCLOSURE STATEMENT REGARDING BUSINESS AND FAMILY RELATIONSHIPS, RELATED PERSONS AND ACTIVITIES. THE COMPLETED DISCLOSURE STATEMENTS ARE REVIEWED BY UNIVERSITY MANAGEMENT AND ACCOUNTING PERSONNEL, AND ARE KEPT ON FILE IN THE UNIVERSITY'S OFFICE OF FINANCE AND HUMAN RESOURCES. IF AN INTERESTED PARTY IS AN EMPLOYEE, A MEMBER WITH OVERSIGHT OF THE DEPARTMENT EMPLOYING THE INDIVIDUAL SHALL MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND IMPLEMENT THE APPROPRIATE SAFEGUARDS AND CONFLICT MANAGEMENT PLAN TO PROTECT THE UNIVERSITY AND THE PARTIES, INCLUDING NOTIFYING THE BOARD OF TRUSTEES. IF THE INTERESTED PARTY IS AN OFFICER, TRUSTEE OR MEMBER OF A COMMITTEE, AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF TRUSTEES OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD OF TRUSTEES OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE INTERESTED PERSON'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OF TRUSTEES OR COMMITTEE DETERMINES THE INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| COMPENSATION REVIEW | FORM 990, PART VI, SECTION B, LINES 15A & B | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE ANNUAL COMPENSATION FOR THE UNIVERSITY PRESIDENT. THE PRESIDENT'S COMPENSATION IS COMPARED TO SALARY DATA FOR A BENCHMARK GROUP OF PEER INSTITUTIONS. THE TERMS OF THE PRESIDENT'S COMPENSATION ARE DOCUMENTED IN A WRITTEN EMPLOYMENT CONTRACT ON FILE IN THE UNIVERSITY HUMAN RESOURCES DEPARTMENT. THE PRESIDENT'S COMPENSATION IS PAID TO HIS RELIGIOUS ORDER. THE UNIVERSITY PLANNING & BUDGETING COMMITTEE MAKES AN ANNUAL RECOMMENDATION TO THE PRESIDENT AND BOARD OF TRUSTEES FOR ANY SALARY ADJUSTMENTS FOR FACULTY AND ADMINISTRATIVE STAFF WITHIN THE PARAMETERS OF THE ANNUAL OPERATING BUDGET. THIS INCLUDES KEY EMPLOYEES OF THE ORGANIZATION. ADDITIONALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS COMPENSATION FOR THE KEY EMPLOYEES OF THE UNIVERSITY AND COMPARES COMPENSATION TO APPROPRIATE HISTORICAL AND BENCHMARK SALARY DATA. |
| AVAILABILITY OF DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNIVERSITY'S WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 5 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: UNREALIZED GAINS & LOSSES (4,095,313) CHANGE IN VALUE OF RUCEC INVESTMENT (1,750,621) CURMA INTEREST INCOME (1,724) -------------- TOTAL $(5,847,658) ============== |
| DESCRIPTION OF PURPOSE | SCHEDULE K, PART I, COLUMN F | BOND A: REVENUE ANTICIPATION NOTE (PRIVATE EDUCATION WORKING CAPITAL LOAN PROGRAM) SERIES 2012B BOND B: EDUCATIONAL FACILITIES REFUNDING REVENUE BONDS ROCKHURST UNIVERSITY SERIES 2011A BOND C: EDUCATIONAL FACILITIES REFUNDING REVENUE BONDS ROCKHURST UNIVERSITY SERIES 2011B |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:REV THOMAS B CURRAN TITLE:TRUSTEE/PRESIDENT HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:GUY SWANSON TITLE:VP FINANCE & ADMINISTRATION HOURS:1 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ROCKHURST UNIVERSITY - CEC | ||||||||||
| 6901 WEST 63RD ST | SHAWNEE MISSION | KS | 66202 | 431596558 | CONTINUING ED | MO | 501(C)(3) | 9 | ROCKHURST U | true |
| WOODROCK FOUNDATION | ||||||||||
| 1100 ROCKHURST ROAD | KANSAS CITY | MO | 64110 | 430980688 | REAL ESTATE | MO | 501(C)(2) | N/A | ROCKHURST U | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKHURST UNIVERSITY - CEC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionType |
| Amount Involved | 415000 | AmountInvolved |
| Method Of Amt Determination | COST | MethodOfAmtDetermination |