2013-05-09T14:57:47-05:00 2012-06-30 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2011-07-01 350868175 Marian University % KAY WALTER MARI 3179556000 3200 Cold Spring Road Indianapolis IN 46222 GREGORY GINDER 3179556000 2013-05-15 true 3173834000 2011 2016-02-25 16:41:14Z DANIEL J ELSENER 3200 COLD SPRING ROAD INDIANAPOLIS IN 46222 115057353 false X WWW.MARIAN.EDU X 1937 IN A CATHOLIC LIBERAL ARTS COLLEGE ESTABLISHED TO PROVIDE HIGHER EDUCATION FOR STUDENTS WITH DIVERSE ABILITIES AND VARIOUS RELIGIOUS, CULTURAL, ETHNIC, AND SOCIO-ECONOMIC BACKGROUNDS. 41 40 1095 120 -250037 -448453 26265099 9237709 48690275 54346729 1262921 1826977 -194203 -102164 76024092 65309251 16431169 17527347 0 0 20529504 22249133 0 0 1314462 19090644 26162268 56051317 65938748 19972775 -629497 133690583 215586510 34298189 124768555 99392394 90817955 X A CATHOLIC LIBERAL ARTS COLLEGE ESTABLISHED TO PROVIDE HIGHER EDUCATION FOR STUDENTS WITH DIVERSE ABILITIES AND VARIOUS RELIGIOUS, CULTURAL ETHNIC, AND SOCIO-ECONOMIC BACKGROUNDS. SEE SCHEDULE O. false false 56468871 17527347 54346729 Marian University served 2,555 students as measured Fall, 2011. This was comprised of 2,044 undergraduate, 256 graduate students and 255 non-degree seeking students. The University offered 44 different majors with distribution of declared majors as follows: Nursing - 28%, Business 25%, Education 13%, Liberal Arts (26 different majors) 28%, and Math/Science 6%. Other demographic information includes: Male 36% & Female 64%, Minority 21%, Average SAT of incomeing freshman 1,017. 88% of students are from Indiana. Included in the above demographics are traditional full-time undergraduates, part-time undergraduates, non-traditional accelerated adult program (primarily evenings and weekends), accelearated on-line nursing. 810532 College of Osteopathic Medicine In fall, 2014, Marian University will welcome its first class in the College of Osteopathic Medicine. This is the only College of Osteopathic Medicine in the state of Indiana and the 2nd medical school (along with Indiana University medical school). The University has received pre-accreditation and provisional accreditation and is now recruiting students for a 150 student inaugural class. As of 2/11/13, 3,235 applications had been received, 479 interviews had been completed and 221 offers of admission granted and 132 seat deposits recorded. Dr. Paul Evans is the founding dean of the school and has hired Associate Deans for Biomedical Sciences and Clinical Affairs and Chairs for Osteopathic Manipulative Medicine and Specialty Care as well as support staff for admissions and financial aid. Construction on a new health sciences building, which will house the Medical School and Nursing programs will be complete in the summer of 2013. 57279403 true true false true false false false true false true true false false false true false true false true false true false false false true false false false true true true false false false false false false false false false false true false false false false true false false false false true 3433 0 true 1095 true true true false false false false true true false false false false X 41 40 false false false false false true true true true false false false true true true true true true false false IN X KAY WALTER 3179556024 3200 COLD SPRING ROAD INDIANAPOLIS IN 46222 X Becher Michael 4.0 X 0 0 0 Burns Stephen 2.0 X 0 0 0 Byrum Clark 4.0 X 0 0 0 Cardis John 2.0 X 0 0 0 Carson Phillip 3.0 X 0 0 0 Daniel Mark 2.0 X 0 0 0 Doyle Joseph T 4.0 X 0 0 0 Drew William 4.0 X 0 0 0 Elsener Daniel 60.0 X X 486896 0 47076 Feser Denise 2.0 X 0 0 0 Franzer Sr Christa 4.0 X 0 0 0 Gary Ted Jr 4.0 X 0 0 0 Hackman Stephen 2.0 X 0 0 0 Haire David 2.0 X 0 0 0 Horney Sr Margaret 4.0 X X 0 0 0 Hudson Michael 2.0 X 0 0 0 Jones Jerry 2.0 X 0 0 0 Kaiser Sr Miriam 2.0 X 0 0 0 Leighton Al 4.0 X 0 0 0 McClamroch Toby 2.0 X 0 0 0 Mccracken Sr Jackie 2.0 X 0 0 0 Piller Sr Barbara 3.0 X X 0 0 0 Purdue John 4.0 X 0 0 0 Schaedel Msgr Joseph 2.0 X 0 0 0 Semler Jerry 4.0 X 0 0 0 Strom Leonard 2.0 X 0 0 0 Watt D Anthony 4.0 X 0 0 0 Welch Mary 2.0 X 0 0 0 White Marvin 3.0 X 0 0 0 Vierling Michael 2.0 X 0 0 0 Young Drew 2.0 X 0 0 0 Zavaleta Raul 2.0 X 0 0 0 Knight Cliff 2.0 X 0 0 0 Dillon John 2.0 X 0 0 0 Eckman William P 4.0 X X 0 0 0 Huang Ben D 2.0 X 0 0 0 Impicciche Joseph R 3.0 X 0 0 0 Tebbe Merle 2.0 X 0 0 0 Klipsch Fred S 4.0 X 0 0 0 Koors Juanita OSF 2.0 X 0 0 0 Hoffer Marily Sr OSF 2.0 X 0 0 0 Terrell Andrea Rae 2.0 X 0 0 0 Ginder Gregory 50.0 X 134088 0 25879 Enneking Thomas 50.0 X 170399 0 32887 Finke John 50.0 X 103952 0 20063 Golobish Robert 50.0 X 97653 0 18847 Lawrence Deborah 50.0 X 102947 0 19869 Evans Dr Paul 50.0 X 333697 0 64404 Rodgers Ruth 50.0 X 78990 0 15245 Cleveland Jean Marie Sr 50.0 X 63071 0 12173 Powell Jack 50.0 X 101243 0 19540 Henley Charles 50.0 X 199609 0 38525 Kershaw Russell 50.0 X 151270 0 29195 2023815 0 343703 9 false true false Aramark Facility Services 22506 Network Place CHICAGO IL 606731225 FACILITIES 2316888 Browning Construction Inc 6100 West 96th Street Suite 250 INDIANAPOLIS IN 46278 CONSTRUCTION 9878256 Orbis Education 9002 Purdue Rd Suite 300 INDIANAPOLIS IN 46268 ON-LINE PROGRAM 3354330 Aramark Inc PO Box 198532 ATLANTS GA 303848532 FOOD SERVICE 2518167 Advantage Health Solutions Department 30683 PO 790126 ST LOUIS MO 631790126 HEALTH INSURANCE 2366812 28 838818 125000 386133 7887758 680152 9237709 TUITION & FEES 611710 48820723 48820723 ROOM & BOARD 611710 4954213 4954213 BOOK STORE 611710 102675 102675 OTHER INCOME 611710 469118 469118 54346729 1791009 1791009 0 0 306222 639261 -333039 -333039 -333039 48985825 48949857 35968 35968 35968 306857 838818 158984 147873 147873 0 0 CYCLOPLEX 711210 31022 31022 CYCLING CENTER 711210 51980 51980 83002 65309251 54346729 -250037 1974850 0 0 17527347 17527347 0 0 0 0 2063666 1651224 350853 61589 0 0 0 0 15522618 12492477 2564183 465958 842918 655343 159276 28299 2643334 2055112 499478 88744 1176597 914768 222327 39502 0 0 0 0 90798 42771 45410 2617 90842 45421 45421 0 93800 93800 0 0 0 0 30293 0 30293 0 1191069 547623 604254 39192 1368678 422563 596912 349203 1232720 1043930 156372 32418 593543 30384 563159 0 0 0 0 0 4523808 4248613 221063 54132 1079354 806191 217747 55416 0 0 0 0 325071 95349 228090 1632 3524106 3455422 26455 42229 0 0 0 0 4588178 4380076 154571 53531 346074 159027 187047 0 MEAL PLAN COSTS 5608466 5553055 55411 0 ATHLETIC COMPETITION 644040 644040 0 0 STUDENT RECRUITMENT & DEVELPMT 383343 340213 43130 0 COLLECTION COSTS 324540 15209 309331 0 123545 59445 64100 65938748 57279403 7344883 1314462 7092 18383 1493501 2842884 50260253 43419890 1660064 1911704 0 0 0 0 24875 562400 0 0 768771 2175659 92558037 37767012 38871018 54791025 38726891 104536321 0 3473064 1718714 1677839 0 0 159404 177341 133690583 215586510 3550370 10764624 0 0 1071909 2552876 18570000 105845138 0 0 0 0 1439013 414167 0 0 9666897 5191750 34298189 124768555 X 36618536 35789623 52291523 44626793 10482335 10401539 99392394 90817955 133690583 215586510 X -629497 -7944942 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false true false false true 93800 true true 93800 false Part II-B, Line II Description of Other Activities Marian University employs registered lobbyists to work with the Indiana General Assembly and the United States Congress on issues impacting higher education generally (for example, financial aid) and Marian specifically (for example, appropriation requests). Marian University also collaborates with the Independent Colleges of Indiana in its efforts to influence the Indiana General Assembly to maintain the amount of financial aid available to college students, most notably through a student lobbying day at the statehouse. 137312 X X false 24079533 3135199 -313381 724208 129711 28984 26018448 18022807 3167863 3649082 643964 83926 32329 24079533 14685596 2164358 1865400 608741 57059 26347 18023207 16496105 1421718 -2609820 548529 43515 30363 14685596 0.60030 0.39970 false false 1026092 1026092 45386579 24160487 21226092 11110837 9134753 1976084 137312 34897217 4471772 30562757 54791025 0 ADVANCES STUDENT LOANS 1191750 CONDITIONAL GIFT 4000000 5191750 65309251 65938748 -629497 -2027277 -5917665 -7944942 -8574439 46388497 -2027277 90228 639261 -1297788 47686285 30293 17592673 17622966 65309251 49045271 90228 639261 729489 48315782 30293 17592673 17622966 65938748 COLLECTIONS OF ART, HISTORICAL TREASURERS, AND OTHER SIMILAR ASSETS SCHEDULE D, PART III, LINE 4 DONATIONS RECEIVED INCLUDE A STAMP COLLECTION, LITHOGRAPHS, PRINTS, SCULPTURES, AND A DONATED CRYPT. THE STAMP COLLECTION IS DISPLAYED IN THE LIBRARY AND THE ARTWORK IS DISPLAYED IN VARIOUS LOCATIONS ON CAMPUS. SOME OF THE ARTWORK IS RELIGIOUS IN NATURE AND IS THEREFORE CONSISTENT WITH OUR CATHOLIC HERITAGE; OTHER ARTWORK WAS DISPLAYED IN ATTEMPT TO HONOR DONOR'S WISHES. INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE MAJORITY OF THE ENDOWMENT FUND IS USED TO PROVIDE STUDENT SCHOLARSHIPS. IN ADDITION, THERE ARE TWO ENDOWED CHAIR FUNDS WHICH SUPPORT PROGRAMMING: ETHICS IN BUSINESS AND CHAIR OF MATHEMATICS & SCIENCE, NURSING AND THE ECOLAB. FIN 48 DISCLOSURE SCHEDULE D, PART X 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. OTHER ADJUSTMENTS SCHEDULE D, PARTS XII & XIII, LINE 2D EXPENSES FOR RENTAL FACILITY = 639,261 OTHER ADJUSTMENTS SCHEDULE D, PARTS XII & XIII, LINE 4B STUDENT SCHOLARSHIPS = 17,527,347 DEMOLITION COSTS = 65,326 ---------- 17,592,673 OTHER ADJUSTMENTS SCHEDULE D, PART XI, LINE 8 REDUCTION IN CONTRIBUTION RECEIVABLE: ($5,917,665) true true true true true true true false false false false false false false false true false true LINE 3 PUBLICIZE IN NEWSPAPER AND FLIER ADVERTISEMENTS AND POST SIGNS DURING REGISTRATION TIME. LINE 6A PELL GRANTS, SEOG GRANTS, INDIANA HIGH EDUCATION, FREEDOM OF CHOICE, 21ST CENTURY SCHOLARS, PART-TIME, NURSING, AND MINORITY STUDENTS. Europe (Including Iceland and Greenland) Program Services STUDY ABROAD 22090 22090 22090 false false false false false false SCHOLARSHIP DIN 543186 427285 115901 17651 32584 48724 75TH GALA 476876 270000 206876 18270 3 125613 141533 -15920 17103 14636 10016 1145675 838818 306857 34754 47220 77010 158984 147873 true STUDENT SCHOLARSHIPS AND FINANCIAL AID 1550 17527376 Procedures for Monitoring the use of grant funds in the U.S. Part I, Line 2. MARIAN UNIVERSITY IS SUBJECT TO THE COMPLIANCE AND INTERNAL CONTROL REQUIREMENTS OF OMB-A133 AND FOLLOWS ALL APPLICABLE GUIDELINES. INSTITUTIONAL AND PRIVATELY FUNDED FINANCIAL AID IS DETERMINED ON A CASE-BY-CASE BASIS BASED ON MERIT, NEED, AND EXTRACURRICULAR ACTIVITIES. X true true X X X false true false false false false false true false Elsener Daniel 353580 0 85000 0 48316 0 26264 0 20812 0 533972 0 0 Ginder Gregory 120088 0 14000 0 0 0 10110 0 15769 0 159967 0 0 0 Enneking Thomas 155399 0 15000 0 0 0 12929 0 19958 0 203286 0 0 0 Evans Dr Paul 303697 0 30000 0 0 0 21586 0 42818 0 398101 0 0 0 Henley Charles 174609 0 25000 0 0 0 13973 0 24552 0 238134 0 0 0 Kershaw Russell 151270 0 0 0 0 0 10589 0 18606 0 180465 0 0 0 INFORMATION REGARDING BENEFTIS PROVIDED PART I, QUESTION 1A DANIEL ELSENER, THE UNIVERSITY'S PRESIDENT, RECEIVES CLUB DUES. THIS BENEFIT IS INCLUDED IN HIS OTHER COMPENSATION IN SCHEDULE J, PART II. INFORMATION REGARDING SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PART I, QUESTION 4B DANIEL ELSENER, THE UNIVERSITY'S PRESIDENT, SIGNED AN AGREEMENT TO PARTICIPATE IN A SECTION 457(F) PLAN IN DECEMBER 2012. THE FIRST CONTRIBUTION WILL BE MADE TO THIS PLAN BY JUNE 2013. INFORMATION REGARDING NON-FIXED PAYMENTS PART I, QUESTION 7 THE PRESIDENT MAY RECEIVE PERFORMANCE PAYMENTS UP TO 25% OF ANNUAL SALARY AT THE BOARD'S DISCRETION. INDIANA FINANCING AUTHORITY 351460231 455057P52 2011-10-20 105919407 2011 MARIAN UNIVERSITY PROJECT false false false 0 0 105919407 8134349 7525013 0 1770004 0 0 16694532 40354929 65564478 2015 true false false true false false true true false 0.00230 0.00230 false false false false 0 false 0 false false PART III, LINE 7 & PART V THE ORGANIZATION IS IN THE PROCESS OF ADOPTING PRACTICES AND PROCEDURES MARIAN UNIVERSITY IS IN THE PROCESS OF DEVELOPING AND IMPLEMENTING POLICIES AND PROCEDURES TO ENSURE POST-ISSUANCE COMPLIANCE OF ITS TAX-EXEMPT BOND LIABILITIES AND TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED. X 1 500 COST X 6066 COST X 17 448090 AVG HI/LOW GIFT DATE X 1 125000 APPRAISAL X AUCTION GIFTS 122 63710 FAIR MARKET VALUE X MATERIALS - NEW FACILITIES 5 31325 COST OF MATERIALS X OTHER 7 5461 FAIR MARKET VALUE 0 false true true Part I, Question 32b noncash contributions JP MORGAN CHASE SELLS PUBLICLY TRADED STOCK THAT IS DONATED TO MARIAN UNIVERSITY. Organization's Mission Form 990, Part III, Question 1 OUR MISSION IS TO BE A CATHOLIC UNIVERSITY DEDICATED TO EXCELLENT TEACHING AND LEARNING IN THE FRANCISCAN AND LIBERAL ARTS TRADITIONS. WE WELCOME STUDENTS OF ALL FAITHS WHO SEEK AN EDUCATIONAL EXPERIENCE FRAMED WITHIN THE CONTEXT OF OUR FRANCISCAN VALUES OF DIGNITY OF THE INDIVIDUAL, PEACE AND JUSTICE, RECONCILIATION, AND RESPONSIBLE STEWARDSHIP. OUR UNDERSTANDING OF THESE VALUES IS INFORMED BY REFLECTION ON THE LIFE OF JESUS CHRIST AND PRAYER. THE INSTITUTION GREW OUT OF THE DEDICATION AND VISION OF SISTER THERESA HACKELMEIER AND THE SISTERS OF ST. FRANCIS, OLDENBURG, WHO ESTABLISHED A SCHOOL IN OLDENBURG, INDIANA, IN 1851. MARIAN UNIVERSITY WAS FOUDNED AS MARIAN COLLEGE IN INDIANAPOLIS IN 1937. BUILDING A GREAT CATHOLIC UNIVERSITY IS A BIG PROJECT. THE TRADITION OF CATHOLIC HIGHER EDUCATION DATES BACK AT LEAST TO THE 13TH CENTURY. SAINT BONAVENTURE, A GREAT FRANCISCAN, WAS A GREAT SCHOLAR IN THESE UNIVERSITIES, AS WERE SAINT THOMAS AQUINAS, ST. AUGUSTA AND OTHERS. OUT OF THAT HISTORY AND TRADITION, WE HAVE CLEAR, CORE UNDERSTANDINGS OF WHAT IT MEANS TO BE A GREAT CATHOLIC UNIVERSITY. THESE CORE UNDERSTANDINGS ARE FUNDAMENTAL TO THE UNIVERSITY'S ABILITY TO ADDRESS THE CRITICAL MORAL, ECONOMIC, ETHICAL, AND SOCIAL CHALLENGES AND QUESTIONS OF OUR TIME AND, AS POPE BENEDICT REMINDS US, TO PROVIDE A HOPE THAT WILL NEVER DISAPPOINT. THE CORE UNDERSTANDINGS ARE: FAITH, AN INTELLECTUALLY HOLISTIC UNDERSTANDING OF KNOWLEDGE AND WISDOM, COMMUNITY, WITNESS, AND LEADERSHIP. INDEPENDENT BOARD MEMBERS FORM 990, PART VI, QUESTION 1B DANIEL J. ELSENER IS A PAID EMPLOYEE OF THE UNIVERSITY AND IS THEREFORE CONSIDERED NON-INDEPENDENT. POWER TO ELECT MEMBERS OF GOVERNING BODY FORM 990, PART VI, QUESTION 7A NOT FEWER THAN SEVEN TRUSTEES OF THE BOARD OF TRUSTEES SHALL BE MEMBERS OF THE SISTERS OF ST. FRANCIS OF OLDENBURG INC. OR SHALL BE INDIVIDUALS SELECTED BY SISTERS OF ST. FRANCIS OF OLDENBURG.ONE OF THESE SHALL BE THE CONGREGATIONAL MINISTER OF THE SISTERS OF ST. FRANCIS OF OLDENBURG INC., AS SELECTED BY THE RULES AND REGULATIONS OF THAT ORDER. GOVERNANCE DECISIONS SUBJECT TO APPROVAL OF GOVERNING BODY FORM 990, PART VI, QUESTION 7B THE SISTERS OF ST. FRANCIS ARE OWNERS OF ALL THE ASSETS OF THE UNIVERSITY AND HAVE MUTUAL RESPONSIBILITY FOR AFFIRMING POLICIES OF THE UNIVERSITY AS A FRANCISCAN CATHOLIC INSTITUTION. RESPONSIBILITIES INCLUDE: 1.) FOSTER THE EXPRESSION AND IMPLEMENTATION OF MISSION STATEMENT; 2.) MAINTAIN A RELATIONSHIP WITH THE ARCHBISHOP OF THE CHURCH IN THE INDIANAPOLIS ARCHDIOCESE; AND 3.) ATTEND TO SOCIAL JUSTICE CONCERNS. Form 990, Part VI, Question 11B THE VP OF FINANCE AND THE CONTROLLER REVIEW THE 990 IN DETAIL WITH THE CPA FIRM THAT PREPARES THE RETURN. THE VP OF FINANCE AND THE CONTROLLER THEN REVIEW THE 990 WITH THE AUDIT COMMITTEE. ONCE THE AUDIT COMMITTEE REVIEWS AND APPROVES THE RETURN, THE FORM 990 (NOT INCLUDING SCHEDULE B TO PROTECT THE ANONYMITY OF DONORS) WILL BE PASSWORD-PROTECTED AND POSTED TO MARIAN'S WEBSITE. BOARD MEMBERS WILL BE NOTIFIED THAT THE FORM 990 IS AVAILABLE FOR THEIR REVIEW AND WILL BE GIVEN A PASSWORD TO ACCESS THE RETURN. TO MARIAN'S WEBSITE. BOARD MEMBERS WILL BE NOTIFIED THAT THE FORM 990 IS AVAILABLE FOR THEIR REVIEW AND WILL BE GIVEN A PASSWORD TO ACCESS THE RETURN. Process for Monitoring Compliance with Conflict of Interest Policy Form 990, Part VI, Question 12c ALL BOARD OF TRUSTEE MEMBERS AND KEY EMPLOYEES ARE ASKED TO SIGN A CONFLICT OF INTEREST STATEMENT. THE SECRETARY OF THE BOARD OF TRUSTEES MAINTAINS THE LIST AND FOLLOWS UP ON OUTSTANDING ISSUES. ALL INFORMATION IS SUBMITTED TO THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE AUDIT COMMITTEE IS RESPONSIBLE FOR TAKING ANY ADDITIONAL ACTION NEEDED. ANY PERSON WITH A CONFLICT ABSTAINS FROM VOTING ON THE RELATED ISSUE. Review of CEO or Top Mgmt Official Compensation Form 990, Part VI, Question 15a THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES AND APPROVES THE PRESIDENT'S COMPENSATION. THE LAST REVIEW WAS CONDUCTED IN OCTOBER, 2012. Review of Top Management Official Compensation FORM 990, PART VI, Question 15B THE PRESIDENT REVIEWS AND ADJUSTS OFFICER AND KEY EMPLOYEE COMPENSATION. Governing Documents, Conflict of Interest Policy, and F/S Form 990, Part VI, Line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Other Changes in Net Assets or Fund Balances Form 990, Part XI, Line 5 Unrealized gain/(loss) on investments: ($2,027,277) Reduction in contribution receivable: ($5,917,665) ------------ ($7,944,942) HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Horney, Sr. Margaret TITLE:Treasurer HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Piller, Sr. Barbara TITLE:VICE-CHAIR HOURS:40 SISTERS OF ST FRANCIS 22143 MAIN STREET OLDENBURG IN 47036 350868953 RELIGIOUS IN 501(C)(3) 1 NA false false false true false false false false false false false false false false false false false false false