MARIAN UNIVERSITY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARIAN UNIVERSITY INC (EIN 39-1024723)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-11
- IRS object ID
- 201330429349300923
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-11T13:25:27-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391173131 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 373 N PIONEER RD PO BOX 1809 | AddressLine1 |
| City | FOND DU LAC | City |
| State | WI | State |
| ZIP Code | 549361809 | 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 | 391024723 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIAN UNIVERSITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARI | NameControl |
| Phone | 9209237610 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SOUTH NATIONAL AVENUE | AddressLine1 |
| City | FOND DU LAC | City |
| State | WI | State |
| ZIP Code | 54935 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY K KOSMER | Name |
| Title | DIRECTOR OF BUSINESS & FINANCE | Title |
| Phone | 9209237610 | Phone |
| Date Signed | 2013-02-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN GUNDERSON | Name |
| PTIN | P00055083 | PTIN |
| Phone | 9209212953 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR STEVEN R DISALVO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SOUTH NATIONAL AVENUE | AddressLine1 |
| City | FOND DU LAC | City |
| State | WI | State |
| ZIP Code | 54935 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 49354634 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MARIANUNIVERSITY.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | CONTINUING EDUCATION OF ADULTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1062 | TotalNbrEmployees |
| Total Nbr Volunteers | 18 | TotalNbrVolunteers |
| Total Gross UBI | 88244 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3129119 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2355952 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 41058775 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 40763781 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1298270 | InvestmentIncomePriorYear |
| Investment Income Current Year | 402892 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 128590 | OtherRevenuePriorYear |
| Other Revenue Current Year | 126026 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 45614754 | TotalRevenuePriorYear |
| Total Revenue Current Year | 43648651 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10644268 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11168755 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16271292 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16527412 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 363681 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15087233 | OtherExpensePriorYear |
| Other Expenses Current Year | 15136525 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 42002793 | TotalExpensesPriorYear |
| Total Expenses Current Year | 42832692 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3611961 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 815959 | RevenuesLessExpensesCY |
| Total Assets BOY | 45431073 | TotalAssetsBOY |
| Total Assets EOY | 44750038 | TotalAssetsEOY |
| Total Liabilities BOY | 13297548 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12628612 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32133525 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32121426 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 37005713 | Expense |
| Grants | 11168755 | Grants |
| Revenue | 40849804 | Revenue |
| Description | MARIAN UNIVERSITY IS A CATHOLIC LIBERAL ARTS INSTITUTION PROVIDING A COMBINATION OF EXCELLENT PROFESSIONAL TRAINING WITH A QUALITY LIBERAL ARTS EDUCATION AND SERIOUS COMMITMENT TO THE CONTINUING EDUCATION OF ADULTS ON BOTH THE PROFESSIONAL AND PERSONAL LEVELS. ANNUALLY IT SERVES APPROXIMATELY 3,000 STUDENTS. | Description |
| Total Program Service Expense | 37005713 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 118 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1062 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARY KOSMER | NamePerson |
| Telephone Number | 9209238089 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 S NATIONAL AVENUE | AddressLine1 |
| City | FOND DU LAC | City |
| State | WI | State |
| ZIP Code | 54935 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOHN M KORB | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TERRI L EMANUEL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID J HORNUNG | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| RICHARD J BAKER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARY NOEL BROWN CSA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOEL I COHEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN R DISALVO PHD | |||||||
| PRESIDENT | 40.00 | X | 253726 | 0 | 0 | X | |
| HERTHA LONGO CSA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WAYNE E MATZKE | |||||||
| VICE CHAIRPERSON | 1.00 | X | 0 | 0 | 0 | X | |
| JOHN K NELSON | |||||||
| CHAIRPERSON | 1.00 | X | 0 | 0 | 0 | X | |
| ANGELO J SANTINELLI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK D SCHWABERO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEAN STEFFES CSA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ERIC P STONE | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| DAROLD A TREFFERT MD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN E AHERN | |||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD C KLEINFELDT | |||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | ||
| RALPH C STAYER | |||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | ||
| PETER E STONE | |||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | ||
| ANTHONY J AHERN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LANCE A EHRKE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TOMAS E PETRI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ERIN P RADEMANN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STACEY L AKEY | |||||||
| VICE PRESIDENT - ENROLLMEN | 40.00 | 113194 | 0 | 0 | X | ||
| MARY KOSMER | |||||||
| CONTROLLER/DIR OF BUS/FINA | 40.00 | 104858 | 0 | 0 | X | ||
| EDWARD OGLE | |||||||
| EXECUTIVE VP ACADEMIC AND | 40.00 | 115117 | 0 | 0 | X | ||
| KATHLEEN CANDEE | |||||||
| VICE PRESIDENT - MISSION | 40.00 | 90304 | 0 | 0 | X | ||
| PAUL NUEBERGER | |||||||
| VICE PRESIDENT - ADVANCEMENT | 40.00 | 38363 | 0 | 0 | X | ||
| SUZANNE K STODDART | |||||||
| DEAN-SCHOOL OF EDUCATION | 40.00 | 107445 | 0 | 0 | X | ||
| LARRY REYNOLDS | |||||||
| SCH OF SOCIAL & BEHAV SCI | 40.00 | 117411 | 0 | 0 | X | ||
| AIDA MICHLOWSKI | |||||||
| FACULTY | 40.00 | 108187 | 0 | 0 | X | ||
| JULIE A LUETSCHWAGER | |||||||
| DEAN-SCHOOL OF NURSING | 40.00 | 102373 | 0 | 0 | X | ||
| MICHELLE E MAJEWSKI | |||||||
| DEAN-SCHOOL OF CRIMINAL JUSTICE | 40.00 | 101581 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1252559 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SMITH CD CONSTRUCTION | |||||
| 889 E JOHNSON ST | FOND DU LAC | WI | 54935 | BUILDING CONSTRUCTION | 1089522 |
| SODEXHO INC FOOD SERVICE | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | FOOD SERVICE | 1067261 |
| SODEXHO INC AND AFFIL MAINTCONTRACT | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | MAINTENANCE | 857573 |
| EDE CORPORATION | |||||
| 3740 W 74TH ST | CHICAGO | IL | 60629 | RENOVATIONS | 162804 |
| PER MAR SECURITY SERVICES | |||||
| PO BOX 1101 | DAVENPORT | IA | 528051101 | SECURITY | 129570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Fundraising Events | 11100 | FundraisingEvents |
| Government Grants | 622323 | GovernmentGrants |
| All Other Contributions | 1722529 | AllOtherContributions |
| Total Contributions | 2355952 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES - UND | 900099 | 34015755 | 34015755 | |
| GRADUATE PROGRAM TUITI | 900099 | 3669070 | 3669070 | |
| DORMITORY AND APARTMEN | 721310 | 2794949 | 2794949 | |
| EAA REVENUE AND STAYER | 721310 | 94669 | 6425 | 88244 |
| BOARD PLAN REVENUE | 722210 | 77995 | 77995 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 111343 | TotalRevenueColumn |
| Exclusion | $111,343 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 40763781 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 248007 | TotalRevenueColumn |
| Exclusion | $248,007 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5860868 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5705983 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 154885 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 154885 | TotalRevenueColumn |
| Exclusion | $154,885 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 5152 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 11100 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5152 | TotalRevenueColumn |
| Exclusion | $5,152 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MISCELLANOUS INCOME | 900099 | 37705 | 37705 | |
| PARKING FEES | 900099 | 34851 | $34,851 | |
| STUDENT INTEREST | 900099 | 25903 | 25903 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22415 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22415 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 120874 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43648651 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40650217 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 88244 | UnrelatedBusinessRevenue |
| Exclusion | $554,238 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11168755 | Total |
| Program Services | 11168755 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1252559 | Total |
| Program Services | 1110451 | ProgramServices |
| Management And General | 124989 | ManagementAndGeneral |
| Fundraising | 17119 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13777930 | Total |
| Program Services | 12214764 | ProgramServices |
| Management And General | 1374856 | ManagementAndGeneral |
| Fundraising | 188310 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397358 | Total |
| Program Services | 335256 | ProgramServices |
| Management And General | 55057 | ManagementAndGeneral |
| Fundraising | 7045 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29316 | Total |
| Program Services | 25247 | ProgramServices |
| Management And General | 3562 | ManagementAndGeneral |
| Fundraising | 507 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1070249 | Total |
| Program Services | 954965 | ProgramServices |
| Management And General | 99568 | ManagementAndGeneral |
| Fundraising | 15716 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18807 | Total |
| Management And General | 18807 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48285 | Total |
| Management And General | 48285 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1648636 | Total |
| Program Services | 1543933 | ProgramServices |
| Management And General | 104553 | ManagementAndGeneral |
| Fundraising | 150 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 739662 | Total |
| Program Services | 414010 | ProgramServices |
| Management And General | 304935 | ManagementAndGeneral |
| Fundraising | 20717 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 916635 | Total |
| Program Services | 855195 | ProgramServices |
| Management And General | 54205 | ManagementAndGeneral |
| Fundraising | 7235 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 453560 | Total |
| Program Services | 191302 | ProgramServices |
| Management And General | 262258 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 866530 | Total |
| Program Services | 866530 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 627879 | Total |
| Program Services | 600608 | ProgramServices |
| Management And General | 27071 | ManagementAndGeneral |
| Fundraising | 200 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285367 | Total |
| Program Services | 241523 | ProgramServices |
| Management And General | 43844 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286637 | Total |
| Program Services | 286637 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1392766 | Total |
| Program Services | 1278202 | ProgramServices |
| Management And General | 114564 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183353 | Total |
| Management And General | 183353 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| HEALTH INSURANCE | 1554439 | 1363348 | 159434 | 31657 |
| LEASE PAYMENTS | 905985 | 265368 | 640617 | |
| BOARD PLAN EXPENSE | 862251 | 862251 | ||
| GRANT EXPENSE | 387347 | 382620 | 4727 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3958386 | Total |
| Program Services | 2044748 | ProgramServices |
| Management And General | 1838613 | ManagementAndGeneral |
| Fundraising | 75025 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42832692 | Total |
| Program Services | 37005713 | ProgramServices |
| Management And General | 5463298 | ManagementAndGeneral |
| Fundraising | 363681 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1849 | BOY |
| EOY | 1851 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2858535 | BOY |
| EOY | 2063309 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3543847 | BOY |
| EOY | 3204657 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1436681 | BOY |
| EOY | 1382553 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95582 | BOY |
| EOY | 102165 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189572 | BOY |
| EOY | 185251 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 46379661 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19463242 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26079768 | BOY |
| EOY | 26916419 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11225239 | BOY |
| EOY | 10893833 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45431073 | BOY |
| EOY | 44750038 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2043383 | BOY |
| EOY | 2250222 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1292055 | BOY |
| EOY | 1122479 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8402558 | BOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 7750788 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1559552 | BOY |
| EOY | 1505123 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13297548 | BOY |
| EOY | 12628612 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20719571 | BOY |
| EOY | 21461480 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4180000 | BOY |
| EOY | 3402485 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7233954 | BOY |
| EOY | 7257461 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32133525 | BOY |
| EOY | 32121426 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45431073 | BOY |
| EOY | 44750038 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 815959 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -828058 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7013049 | BeginningOfYearBalance |
| Contributions | 23507 | Contributions |
| Investment Earnings Or Losses | -118405 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 411476 | GrantsOrScholarships |
| End Of Year Balance | 6506675 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5885235 | BeginningOfYearBalance |
| Contributions | 86757 | Contributions |
| Investment Earnings Or Losses | 1290027 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 248970 | GrantsOrScholarships |
| End Of Year Balance | 7013049 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5513068 | BeginningOfYearBalance |
| Contributions | 57622 | Contributions |
| Investment Earnings Or Losses | 576956 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 262411 | GrantsOrScholarships |
| End Of Year Balance | 5885235 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1661682 | OtherCostOrOtherBasis |
| Book Value | 1661682 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34305817 | OtherCostOrOtherBasis |
| Depreciation | 12300474 | Depreciation |
| Book Value | 22005343 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2244771 | OtherCostOrOtherBasis |
| Depreciation | 569880 | Depreciation |
| Book Value | 1674891 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7076744 | OtherCostOrOtherBasis |
| Depreciation | 5915821 | Depreciation |
| Book Value | 1160923 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1090647 | OtherCostOrOtherBasis |
| Depreciation | 677067 | Depreciation |
| Book Value | 413580 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26916419 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STUDENT AND OTHER DEPOSITS | $225,689 |
| REFUNDABLE ADVANCES FROM US GOVT | $1,279,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1505123 | TotalOfAmounts |
| Total Revenue | 43648651 | TotalRevenue |
| Total Expenses | 42832692 | TotalExpenses |
| Excess Or Deficit For Year | 815959 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -828058 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -828058 | TotalAdjustments |
| Excess Or Deficit Per FS | -12099 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 31746603 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -828058 | NetUnrealizedGainsInvestments |
| Other Revenues | -11073990 | OtherRevenues |
| Revenue Not Rptd F990 | -11902048 | RevenueNotRptdF990 |
| Revenue Subtotal | 43648651 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 43648651 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 31758702 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 31758702 | ExpensesSubtotal |
| Other Expenses Not Included | 11073990 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11073990 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 42832692 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION MAINTAINS ENDOWMENT FUNDS IN ORDER TO UTILIZE THE INCOME TO PROVIDE SCHOLARSHIPS TO THE STUDENTS OF THE UNIVERSITY. |
| REVENUE RECONCILIATION SCHEDULE D, PART XII, LINE 2D & 4B SCHOLARSHIP AND GRANTS OF -$11,168,755, WORK STUDY OF $93,424, AND CAMP FEES OF $1,342 REPORTED IN PART IX OF FORM 990 AND REPORTED AS REVENUE IN THE FINANCIAL STATEMENTS TOTALING -$11,073,990. EXPENSE RECONCILIATION SCHEDULE D, PART XIII, LINE 2D & 4B SCHOLARSHIP AND GRANTS OF $11,168,755, WORK STUDY OF -$93,424, AND CAMP FEES OF -$1,342 REPORTED IN PART IX OF FORM 990 AND REPORTED AS REVENUE IN THE FINANCIAL STATEMENTS TOTALING $11,073,990. ORGANIZATION'S LIABILITY FOR UNCERTAINTY IN INCOME TAXES UNDER ASC 740 SCHEDULE D, PART X THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME, UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE FINANCIAL STATEMENTS BECAUSE THE UNIVERSITY DOES NOT HAVE A SIGNIFICANT AMOUNT OF UNRELATED BUSINESS INCOME. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN EXPENSES. THE UNIVERSITY HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2012. THE UNIVERSITY'S FEDERAL INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED AND ITS STATE INCOME TAX RETURNS GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | MARIAN UNIVERSITY DRAWS STUDENTS NATIONWIDE. MATERIALS USED IN PROMOTIONAL ACTIVITIES AND RECRUITING EFFORTS INCLUDE A STATEMENT THAT MARIAN UNIVERISTY ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, AND NATIONAL OR ETHNIC ORIGIN. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVED FROM GOVERNMENTAL AGENCIES THE FOLLOWING FINANCIAL AID: -PELL GRANT SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT -COLLEGE WORK STUDY -PERKINS -TRIO |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BUSINESS AND INDUSTRY DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 5152 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 5152 | GrossRevenueEvent1 |
| Gross Receipts Total | 5152 | GrossReceiptsTotal |
| Gross Revenue Total Events | 5152 | GrossRevenueTotalEvents |
| Net Income Summary | 5152 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AND GRANTS (FINANCIAL AID) | TypeOfGrant |
| Number Of Recipients | 1976 | NumberOfRecipients |
| Amount Of Cash Grant | 11168755 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: STUDENTS REQUESTING FINANCIAL AID ARE REQUIRED TO FILL OUT A FINANCIAL AID FORM FOR EACH ACADEMIC YEAR.THE FINANCIAL AID OFFICE USES THIS INFORMATION TO DETERMINE WHICH STUDENTS QUALIFY FOR CERTAIN PROGRAMS AND SCHOLARSHIPS (FOR EXAMPLE - PELL, PERKINS, COLLEGE WORK-STUDY, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, ETC.). | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEVEN R DISALVO PHD | NamePerson |
| Base Compensation Filing Org | 217726 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 36000 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 253726 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing | CUSIP NumberCUSIPNumber |
|---|---|---|---|---|---|---|---|
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 391337855 | 1993-07-07 | 2500000 | STUDENT RESIDENCE AND OTHER CONSTRUCTION | 0 | 0 | 0 | |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 391337855 | 2003-06-26 | 2885000 | REFUND A PRIOR ISSUE | 0 | 0 | 0 | 97710VLB2 |
| REDEVELOPMENT REVENUE BOND SERIES 2009 | |||||||
| 391190916 | 2009-10-08 | 2927145 | EDUCATIONAL BUILDING | 0 | 0 | 0 | 038127BPO |
| REDEVELOPMENT REVENUE BOND SERIES 2010A & 2010B | |||||||
| 396005450 | 2010-04-30 | 2000000 | STUDENT RESIDENCE | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|
| 2500000 | 35000 | 3465000 | 1993 | 0 | 0 | 1 | 1 |
| 2885000 | 41912 | 2003 | 1 | 0 | 1 | 1 | |
| 2927145 | 102865 | 2824280 | 2009 | 0 | 0 | 1 | 1 |
| 2000000 | 35600 | 2000000 | 2010 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ERIC P STONE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | CURRENT TRUSTEE | Relationship |
| Amount Of Transaction | 4220395 | AmountOfTransaction |
| Description Of Transaction | LINE OF CREDIT & BOND PAYABLE | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L, PART IV | ReturnReference |
| Explanation | ERIC P. STONE IS AN OFFICER OF MARIAN UNIVERSITY AND OF THE FINANCIAL INSTITUTION THAT MARIAN UNIVERSITY CONTRACTS WITH FOR ITS BANKING SERVICE NEEDS. MARIAN UNIVERSITY DOES NOT DEAL WITH MR. STONE DIRECTLY ON BANKING TRANSACTIONS AND MR. STONE IS NOT PERMITTED TO, NOR DOES HE, VOTE ON ANY BANKING TRANSACTION DECISIONS. THE AMOUNT REPORTED ON SCHEDULE L, PART IV (4,220,395) PERTAINS TO THE EXISTING LINE OF CREDIT WITH THE FINANCIAL INSTITUTION AND 2010 REDEVELOPMENT REVENUE BONDS PAYABLE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990, PART I, LINE 1 | MARIAN UNIVERSITY IS A CATHOLIC APPLIED LIBERAL ARTS INSTITUTION OF HIGHER LEARNING OFFERING UNDERGRADUATE, GRADUATE, AND CONTINUING EDUCATION PROGRAMS. APPROXIMATELY 3,000 STUDENTS ANNUALLY. |
| ORGANIZATION MISSION STATEMENT | FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION | MARIAN UNIVERSITY IS A COMMUNITY COMMITTED TO LEARNING, DEDICATED TO SERVICE AND SOCIAL JUSTICE, AND JOINED TOGETHER BY SPIRITUAL TRADITIONS. THE UNIVERSITY IS A CATHOLIC LIBERAL ARTS INSTITUTION OF HIGHER LEARNING COMMITTED TO THE EDUCATION OF THE WHOLE PERSON IN ORDER TO DEVELOP DIMENSIONS OF EXISTENCE IN A HARMONIOUS, INTERRELATED FASHION. STUDENTS ARE PERCEIVED AS ACTIVE INQUIRERS WHO NEED TO DEVELOP THEIR CAPACITIES TO THINK AND LEARN FOR THEMSELVES. AS AN ACADEMIC COMMUNITY, IT IS IMBUED WITH THE JUDAEO-CHRISTIAN TRADITION; IT IS COMMITTED TO THE UNENDING QUEST FOR WIDER KNOWLEDGE OF AND DEEPER INSIGHT INTO THE INDIVIDUAL, THE WORLD, AND GOD. THE UNIVERSITY EMBRACES ITS CALL TO AN AWARENESS OF SOCIAL INJUSTICES AND TO A SENSE OF ACTIVE COMPASSION; THEREFORE, IT IS A COMMUNITY, WHICH REFLECTS TOGETHER TO DISCERN CREATIVE RESPONSES, WHICH PROVIDE THE FOUNDATION FOR AN INFORMED, RESOLUTE STAND. THE UNIVERSITY COMMUNITY, MINDFUL OF BOTH THE TIMELINESS AND THE TIMELY, IS CHARACTERIZED BY SEVERAL UNIQUE FACTORS: DIALOGUE AMONG THE VARIOUS DISCIPLINES, PERSONAL CONCERN FOR INDIVIDUAL STUDENTS, THE COMBINATION OF EXCELLENT PROFESSIONAL TRAINING WITH A QUALITY LIBERAL ARTS EDUCATION, AND A SERIOUS COMMITMENT TO THE CONTINUING EDUCATION OF ADULTS ON BOTH THE PROFESSIONAL AND PERSONAL LEVELS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION HAS TWO CLASSES OF MEMBERS CLASS A (GENERAL SUPERIOR OF THE CONGREGATION AND THOSE PERSONS WHO ARE MEMBERS OF THE GENERAL COUNCIL OF THE CONGREGATION) AND CLASS B (APPOINTED BY CLASS A). | |
| FORM 990, PART VI, SECTION A, LINE 7A | CLASS A MEMBERS APPOINT CLASS B MEMBERS; CLASS B MEMBERS APPROVE THE MEMBERS OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | TRANSACTIONS OVER $500,000 THAT INVOLVE ACQUISITION OR ALIENATION (SELLING) OF LAND OR BUILDINGS OR INCURRING DEBT NEED TO BE APPROVED BY CLASS B MEMBERS. TRANSACTIONS OVER $5,705,000 (ACQUISITION OR ALIENATION OF LAND OR BUILDINGS OR INCURRING DEBT) NEED TO BE APPROVED BY CLASS A MEMBERS AND THE CONGREGATION FOR RELIGIOUS OF THE VATICAN. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A FINAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY, PRIOR TO ITS FILING WITH THE IRS. MANAGEMENT CONDUCTED AN EXTENSIVE REVIEW OF THE 990 AND THE FINANCE COMMITTEE MEMBERS ALSO DID A REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REVIEWS THE ANNUAL STATEMENTS AND THEN THE GOVERNING BODY AND MANAGEMENT MONITORS AND MAKES SURE DECISIONS ARE NOT MADE BY INDIVIDUALS POSSESSING A CONFLICT OF INTEREST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE (SUB COMMITTEE OF THE BOARD OF TRUSTEES) UTILIZED CUPHA DATA, AND AN OUTSIDE CONSULTANT TO DETERMINE A COMPENSATION POLICY AND THEN TO DETERMINE COMPENSATION FOR THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES. THE COMMITTEE WAS ESTABLISHED DURING THE 2008/2009 FISCAL YEAR. THE DATA GATHERED BY THE COMMITTEE WILL BE USED TO DETERMINE COMPENSATIONS FOR THE PRESIDENT AND NEW KEY EMPLOYEES WHEN HIRED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST | |
| FORM 990, PART IX, LINE 24F - ALL OTHER EXPENSES | ALL OTHER EXPENSES OF 3,958,386 IS COMPRISED OF THE FOLLOWING: BAD DEBTS: 147,143 CONTINGENCY: 296,073 FINANCE CHARGES: 98,744 FOOD AND DRINK: 246,514 MAINTENANCE AND REPAIR: 322,159 MEMBERSHIPS: 229,133 POSTAGE AND SHIPPING: 231,901 SPECIAL PROGRAMS: 278,787 SUBSCRIPTIONS: 107,033 TUITION REMISSION: 649,679 WORK STUDY: 643,140 TELEPHONE: 92,329 UNEMPLOYMENT: 44,592 LIFE INSURANCE: 38,375 RA ROOM AND BOARD: 134,580 EQUIPMENT: 150,959 RECRUITMENT: 95,624 MISCELLANEOUS EXPENSE: 151,621 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -828,058. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S PROCESS FOR OVERSEEING THE AUDIT OF THE UNIVERSITY'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT (WHO PERFORMED THE AUDIT OF THE FINANCIAL STATEMENTS) HAS NOT CHANGED FROM THE PRIOR YEAR. |
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