2013-01-16T10:08:21-06:00 2012-05-31 560747981 DIXON HUGHES GOODMAN LLP 999 S SHADY GROVE RD STE 400 MEMPHIS TN 38120 990 2011-06-01 620476666 CHRISTIAN BROTHERS UNIVERSITY CHRI 9013213380 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 DAN WORTHAM 9013213380 2013-01-15 1 CAROL A JOHNSON BISHOP P00196655 9017613000 2013-01-09 2011 2016-02-25 16:41:14Z DAN WORTHAM 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 45074740 0 X WWW.CBU.EDU X 1871 TN OPERATION OF PRIVATE CATHOLIC UNIVERSITY WHOSE PRINCIPAL ACTIVITY IS TO PROVIDE ADVANCED STUDY TO STUDENTS IN AN INTER-FAITH EDUCATIONAL COMMUNITY. 29 28 844 29 9441 0 4692017 3864955 33871130 35550411 423635 323036 4267449 5319606 43254231 45058008 13959731 14965659 0 0 15454666 15825481 0 0 1068000 13458512 14866919 42872909 45658059 381322 -600051 79017955 77629195 22053236 22003945 56964719 55625250 X CHRISTIAN BROTHERS UNIVERSITY IS A PRIVATE, CATHOLIC COMPREHENSIVE UNIVERSITY COMMITTED TO PREPARING STUDENTS OF ALL FAITHS AND BACKGROUNDS TO EXCEL IN THEIR PROFESSIONAL AND PUBLIC LIVES BY PROVIDING CHALLENGING EDUCATIONAL OPPORTUNITIES IN THE ARTS, BUSINESS, ENGINEERING, THE SCIENCES, AND TEACHER EDUCATION. 0 0 39341192 14965659 37104180 PRIVATE CATHOLIC UNIVERSITY OFFERING UNDERGRADUATE AND GRADUATE DEGREES IN THE TRADITION OF THE CHRISTIAN BROTHERS. THE PRINCIPLE ACTIVITY OF CBU IS TO PROVIDE ADVANCED STUDY TO STUDENTS IN AN INTER-FAITH EDUCATIONAL COMMUNITY. 39341192 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 107 0 1 844 1 1 1 0 0 0 1 1 0 0 0 0 0 X 29 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X TOM COCHRANDAN WORTHAM 9013213381 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 MR ROBERT G MCENIRY 2.00 X 0 0 0 MR CHARLES B DUDLEY III 2.00 X 0 0 0 MRSJOYCE A MOLLERUP 2.00 X 0 0 0 MR JAMES ADAMS II 2.00 X 0 0 0 MR LEO ARNOULT 2.00 X 0 0 0 MR JOSEPH BIRCH JR 2.00 X 0 0 0 MR ALBERT CANTU 2.00 X 0 0 0 BR KONRAD DIEBOLD FSC 2.00 X 0 0 0 MR LANCE FORSDICK 2.00 X 0 0 0 MR RICHARD GADOMSKI 2.00 X 0 0 0 MR WILLIAM GRAVES 2.00 X 0 0 0 MR MITCH GRAVES 2.00 X 0 0 0 MSGR VAL HANDWERKER 2.00 X 0 0 0 BR BERNARD LOCOCCO FSC 2.00 X 0 0 0 MR DOUG MARCHANT 2.00 X 0 0 0 MR DAVID NELSON 2.00 X 0 0 0 MS LORI PATTON 2.00 X 0 0 0 DR STEPHANY SCHLACHTER 2.00 X 0 0 0 MR JOSH SHIPLEY 2.00 X 0 0 0 MR WAYNE BRAFFORD 2.00 X 0 0 0 MR GREG DUCKETT 2.00 X 0 0 0 MR STEPHEN DUNAVANT 2.00 X 0 0 0 BR CHRIS ENGLERT FSC 2.00 X 0 0 0 MR PRAVIN THAKKAR 2.00 X 0 0 0 MR MCCALL WILSON 2.00 X 0 0 0 MS BENA CATES 2.00 X 0 0 0 MR MARK R GIANNINI 2.00 X 0 0 0 MR JAMES L REBER 2.00 X 0 0 0 BR LARRY SCHATZ FSC 2.00 X 0 0 0 MR JOHN SMARRELLI JR 40.00 X 241920 0 32158 MR DANIEL WORTHAM 40.00 X 117696 0 8480 DR JUAN CARLOS OLABE-BASOGAIN 40.00 X 120635 0 24254 DR MIKE RYAN 40.00 X 111256 0 29773 DR FRANK BUSCHER 40.00 X 112812 0 14967 MR JIM SCHLIMMER 40.00 X 106987 0 14588 MR ANDREW PRISLOVSKY 40.00 X 101487 0 15044 912793 0 139264 7 0 1 0 TICUA BENEFIT CONSORTIUM P O BOX 9501 AMHERST NY 142269501 EMPLOYEE MEDICAL BENEFITS 1797926 ARAMARK CORPORATION-CAMPUS DINING 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 CAFETERIA SERVICES 1547971 MONTGOMERY MARTIN 8245 TOURNAMENT DRIVE SUITE 300 MEMPHIS TN 38125 DORM CONTRACTORS 867670 ARAMARK FACILITIES 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 BUILDING/GROUNDS MAINTENANCE 784826 KLN STEEL PRODUCTS 4200 NORTH PAN AM EXPRESSWAY SAN ANTONIO TX 78218 DORM FURNITURE 195874 13 304863 3560092 41962 3864955 TUITION AND FEES 611310 35550411 35550411 35550411 323036 9441 313595 3622421 0 3622421 3622421 3622421 41183 16732 24451 24451 OTHER INCOME 611310 1553769 1553769 DORM SUPPORT SERVICES 611310 110965 110965 ATHLETIC DEPARTMENT RE 611310 8000 8000 1672734 45058008 37104180 9441 4079432 14965659 14965659 417287 84340 190908 142039 13229068 12535517 693551 823499 823499 375175 375175 980452 980452 38956 38956 88531 88531 35509 35509 4015487 1547779 2397692 70016 249328 195172 54156 1022074 976836 45238 19547 19547 1487573 223956 1263490 127 435487 391123 44364 147867 147867 810400 801153 9247 1939155 1939155 1630351 366861 1263490 MINOR EQUIPMENT 1900685 1900685 INSTITUTIONAL/STUDENT E 746550 744527 2023 BAD DEBT EXPENSE 257314 257314 OTHER EXPENSES 44177 27691 16486 -2072 -2072 45658059 39341192 5248867 1068000 2743537 3791649 2057528 2014480 450357 450930 2584474 2337408 76979 293434 78545537 36534170 41172063 42011367 27272382 24336400 1372569 1108872 1288066 1284655 79017955 77629195 2641306 1778470 16000718 15643506 719000 0 2692212 4581969 22053236 22003945 X 38279117 35493066 2591463 2205758 16094139 17926426 56964719 55625250 79017955 77629195 X -600051 -739418 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1236899 X X 0 26708042 1879070 -485767 1223784 26877561 24795985 100284 3088152 1276379 26708042 23189458 311650 2620870 1325993 24795985 29699511 307719 -5567319 1250453 23189458 0.30720 0.66700 0.02580 0 0 1092918 1092918 54527496 15542146 38985350 22925123 20992024 1933099 42011367 STUDENT DEPOSITS 237043 UNEARNED TUITION AND FEES 977472 AMOUNTS HELD IN CUSTODY FOR OTHERS 320393 REFUNDABLE GOVERNMENT LOAN FUNDS 821476 DERIVATIVE INSTRUMENTS 2225585 4581969 45058008 45658059 -600051 -739417 -1 -739418 -1339469 44334946 -739417 16732 -722685 45057631 377 377 45058008 45674415 16732 16732 45657683 376 376 45658059 PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING -1. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 16,732. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT INCOME NETTED WITH EXPENSE ON AFS 377. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 16,732. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GRANT INCOME NETTED WITH EXPENSE ON AFS 377. ROUNDING -1. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 EQUAL OPPORTUNITY STATEMENT AND NONDISCRIMINATION POLICY IS INCLUDED IN ALL OFFICIAL LITERATURE AND PROMOTIONAL MATERIAL INCLUDING THE STUDENT COURSE CATALOG, THE EMPLOYEE HANDBOOK, AND EMPLOYEE ADVERTISEMENTS EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE UNIVERSITY HAS BEEN ASSISTED BY LOANS IN THE CONSTRUCTION OF TWO STUDENT DORMITORIES, A STUDENT CENTER, A LIBRARY AND A SCIENCE BUILDING. FINANCIAL ASSISTANCE RECEIVED FROM FEDERAL AGENCIES: PELL GRANT PROGRAM $2,772,017; SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT $157,480; FEDERAL WORK-STUDY $105,645; PERKINS LOAN PROGRAM $1,094,550; FEDERAL DIRECT LOAN PROGRAM $10,502,381;MINORITY INTERNATIONAL RESEARCH TRAINING GRANT $205,775; NASA $3,600. TOTAL EXPENDITURES OF FEDERAL AWARDS: $14,841,448. CROSS COUNTRY TWILIGHT RUN 29554 29554 3160 7794 GOLF TOURNAMENT 11629 11629 5778 41183 41183 3160 13572 16732 24451 1 INSTITUTIONAL SCHOLARSHIPS 1018 12402627 INSTITUTIONAL GRANTS 517 1582143 TUITION REMISSIONS 65 814811 TUITION DISCOUNTS 171 166078 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL INSTITUTIONAL MONEY, GRANTS, ETC. FOLLOW THE FINANCIAL AID MATRIX THAT WAS DESIGNED AND APPROVED BY THE PRESIDENT'S CABINET, OR IF MONEY WAS DONATED FOR SPECIFIC PURPOSES, BY THE WISHES OF THE INDIVIDUAL DONOR. X 1 0 X 0 0 0 0 0 0 0 0 0 MR JOHN SMARRELLI JR 241920 0 0 0 0 0 15725 0 16433 0 274078 0 0 0 SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD 521283414 2010-08-06 7836558 CONSTRUCTION 0 0 0 SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD 521283414 2010-08-29 4766624 DEBT RETIREMENT 0 0 0 SHELBY COUNTY HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD 521283414 2010-12-29 3396818 DORMITORY ACQUISITION 0 0 0 174603 7661955 55118 7781440 0 0 1 1 106205 4660419 4766624 2011 1 0 1 1 75684 3321134 3396818 2011 0 1 1 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 1 1 REGIONS BANK 16.000000000000 0 0 0 0 0 0 1 1 REGIONS BANK 16.000000000000 0 0 0 0 0 0 1 1 REGIONS BANK 16.000000000000 0 0 0 0 0 MRS FORSDICK WIFE OF BOARD MEMBER, LANCE FORSDICK LANCE FORSDICK'S WIFE IS A FORMER TENURED PROFESSOR WHO NOW WORKS PART TIME IN THE INTERNATIONAL INITIATIVES DEPARTMENT AND MADE $14,754.00 IN 2011. 0 MR MCENIRY BOARD MEMBER AND BUSINESSPERSON MR. MCENIRY'S COMPANY PROVIDED GOODS OR SERVICES TO THE SCHOOL FOR WHICH CBU PAID APPROXIMATELY $4200. 0 X 1 641 COST X 3 28650 COST X 3 2066 COST X PARKING, AIR, TRAVEL 1 6497 COST X MISCELLANEOUS 8 2491 COST X VARIOUS EQUIPMENT AND SUPPLIES 2 1617 COST 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT AND FINANCE COMMITTEES REVIEW THE 990, AND AN ELECTRONIC COPY IS SENT TO THE FULL BOARD WHO WILL VOTE ON ACCEPTANCE AND SUBMISSION OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO BECOMING BOARD MEMBERS, THEY ARE MADE AWARE OF THE POLICY. EACH YEAR, THEY ARE ASKED TO FILL OUT A QUESTIONNAIRE DISCLOSING ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S SALARY IS DETERMINED BY THE BOARD OF TRUSTEES ALONG WITH ANNUAL CUPA SURVEYS FORM 990, PART VI, SECTION C, LINE 19 THE ENTITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -739,417. ROUNDING -1. TOTAL TO FORM 990, PART XI, LINE 5: -739,418. OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT FORM 990, PART XI, LINE 2C THE PROCESS HAS NOT CHANGED.