FAIRFIELD UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FAIRFIELD UNIVERSITY (EIN 06-0646623)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201330459349300833
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T10:08:38-06:00 | 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 | Fairfield University | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | North Benson Road | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 064305195 | 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 | 060646623 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fairfield University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FAIR | NameControl |
| Phone | 2032544000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1073 North Benson Road | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 068245195 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Julie L Dolan | Name |
| Title | VP Finance and Treasurer | Title |
| Phone | 2032544000 | Phone |
| Date Signed | 2013-02-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032544000 | 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 | Rev Jeffrey P von Arx S | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1073 North Benson Rd | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 068245195 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 287880494 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.fairfield.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1942 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | A coeducational institution whose primary objectives are to develop the creative intellectual potential of its students and to foster in them ethical and religious values and a sense of social responsibility. Jesuit Education is committed today to the service of faith, of which the promotion of justice is an absolute requirement. As a Catholic university it welcomes those of all beliefs and traditions who share its concerns for scholarship, justice, truth and freedom, and it values the diversity which their membership brings to the university community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2959 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 521238 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 21059676 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 27411400 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 199621898 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 211418000 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5806798 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2441530 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1415874 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1482653 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 227904246 | TotalRevenuePriorYear |
| Total Revenue Current Year | 242753583 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 50971627 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 54241016 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 99206515 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 101997586 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6514830 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 74232594 | OtherExpensePriorYear |
| Other Expenses Current Year | 79413992 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 224410736 | TotalExpensesPriorYear |
| Total Expenses Current Year | 235652594 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3493510 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7100989 | RevenuesLessExpensesCY |
| Total Assets BOY | 620946775 | TotalAssetsBOY |
| Total Assets EOY | 613431750 | TotalAssetsEOY |
| Total Liabilities BOY | 270801103 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 263820429 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 350145672 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 349611321 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Education for an Inspired Life: A Fairfield University education has become more integrated in focus, more global in outlook, and more intentional in its structure than ever before. In the Jesuit tradition, we are committed to creating a student-focused, holistic, and diverse educational environment intended to educate the whole person, mind, body and spirit. We want to cultivate in both our undergraduate and graduate students a sense of community and strong ethical and spiritual values to guide them on their paths into the future. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 203740394 | Expense |
| Grants | 54241016 | Grants |
| Revenue | 211418000 | Revenue |
| Description | ACADEMICS1) University-wide Integrated Health Sciences Initiative LaunchedThe initiative to integrate Nursing and Health sciences leverages Fairfield University's strengths in nursing education, facilitates innovative links with business, engineering, education, social sciences and humanities. It also demonstrates the institution's commitment to cross school collaboration in teaching, research and practice. 2) Career Readiness Initiative LaunchedThe College of Arts & Sciences has launched " Classroom to Career." This is a comprehensive four-year approach to career readiness that is tailored to each academic major in the College. Unique webpages have been developed for each department that guide students the kinds of consideration and activities they should engage in during their Freshman, Sophomore, Junior and Senior years. Links are provided to job-related websites in various professional areas as relevant to the major, connections are made to programming provided by the Career Planning Center, and advise is given about using faculty to leverage internships and other experiential learning opportunities. 3) New Masters Program Fairfield received approval from the State of Connecticut to launch a new Masters degree in Public Administration (MPA), the first of its kind in Fairfield County, Connecticut. The program is designed for individuals already working in the public and nonprofit sectors, including those in state and city governments, public hospitals, and nonprofit organizations, as well as for those who may wish to jumpstart their careers in the nonprofit world. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIONEnrollment ManagementFairfield University welcomed 993 members of the Class of 2016 and 39 transfer students to campus this year. The number exceeded the budgeted goal of 925, the targeted goal of 950 as well as the stretch goal of 975. The Class of 2016 is a strong class, with an average SAT score of 1757, 13 points higher than that of the Class of 2015. Changes in some admission processes, a carefully defined financial aid strategy, and enhancements to recruitment efforts resulted in the large and talented class. Fundraising Efforts RecognizedThe Council for Advancement and Support of Education recognized the University's Division of Advancement with a Circle of Excellence Award for Educational Fundraising in 2012. Member in the Circle of Excellence is bestowed on a highly select group of educational institutions whose overall fundraising results and creative programming demonstrate exemplary performance or significant improvement. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXTERNAL RELATIONSConference and Event Office Established A new Office of Conferences and Event Management has been established at the University. The initiative is a revenue generation venture designed to increase the number of major conferences, camps and other external events at the University. The Office provides a centralized resource for all needs related to running events and conferences on campus in addition to marketing the institution for this purpose. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 203740394 | 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 | 1 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | 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 | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | 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 | 806 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2959 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| 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 | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 3 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | 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 | 0 | 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 | CT | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julie L Dolan VP Finance and Treasurer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2032544000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1073 North Benson Rd | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 068245195 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 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 | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| William L Atwell | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Rev John F Baldovin SJ | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Rev Terrence A Baum SJ | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Rev Thomas G Benz SJ | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Stephen E Beplar | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Joseph R Bronson | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Frank J Carroll III | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| David H Chafey Jr | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Kevin M Conlisk | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Timothy J Conway | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| William C Crager | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Sheila K Davidson | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| William P Egan | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Thomas A Franko | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Peter J Gillen | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Patricia E Glassford | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Paul J Huston | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Jack L Kelly | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Susan Robinson King | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Katherine N Lapp | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Ned C Lautenbach | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Stephen M Lessing | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| William K Lisecky | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Michael E McGinness | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Andrew J McMahon | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| John C Meditz | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Elner L Morrell | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Most Rev George V Murry SJ | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Biff J O'Reilly | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Rev Stephen A Privett SJ | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Jack L Kelly | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Rosellen W Schnurr | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Rev Jeffrey P von Arx SJ | |||||||||
| President | 35.00 | 300000 | 0 | 76279 | X | ||||
| Elizabeth Bagley | |||||||||
| Secretary | 35.00 | 55367 | 0 | 25493 | X | ||||
| Julie L Dolan | |||||||||
| Treasurer | 35.00 | 287752 | 0 | 54716 | X | ||||
| Stephanie Frost | |||||||||
| Vice President | 35.00 | 254432 | 0 | 54309 | X | ||||
| Rev Paul Fitzgerald SJ | |||||||||
| Senior Vice President | 35.00 | 220000 | 0 | 35372 | X | ||||
| Mark C Reed | |||||||||
| Vice President | 35.00 | 202845 | 0 | 45224 | X | ||||
| Susan Franzosa | |||||||||
| Dean | 35.00 | 159776 | 0 | 32061 | X | ||||
| Robbin Crabtree | |||||||||
| Dean | 35.00 | 196215 | 0 | 35314 | X | ||||
| Sydney Johnson | |||||||||
| Head Coach Men's Basketball | 35.00 | 332719 | 0 | 54425 | X | ||||
| Michael Tucker | |||||||||
| Professor of Finance | 35.00 | 177139 | 0 | 36227 | X | ||||
| Gregory Koutmos | |||||||||
| Professor of Finance | 35.00 | 190883 | 0 | 39210 | X | ||||
| Orin Grossman | |||||||||
| Professor of Fine Arts | 35.00 | 192657 | 0 | 42813 | X | ||||
| William Weitzer | |||||||||
| Former Exec Vice President | 35.00 | 237044 | 0 | 51512 | X | ||||
| Edward Cooley | |||||||||
| Former Men's Head Basketball Coach | 35.00 | 262345 | 0 | 23550 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3069174 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 606505 | TotalOtherCompensation |
| Number Individuals GT100 K | 162 | NumberIndividualsGT100K |
| Formers Listed | 1 | 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 |
|---|---|---|---|---|---|
| Pavarini North East Construction Co Inc | |||||
| 1111 Summer St | Stamford | CT | 06905 | Contractors | 8722137 |
| Sodexo Inc & Affiliates | |||||
| 200 Fifth Avenue | Waltham | MA | 02451 | Food Service | 8612096 |
| ABM Janitorial Services Northeast Inc | |||||
| PO Box 1534 | New York | NY | 10008 | Custodial | 3732893 |
| SunGard Higher Education | |||||
| 14083 Collections Center Dr | Chicago | IL | 60693 | IT Support Services | 3562620 |
| Hess Corporation | |||||
| PO Box 905243 | Charlotte | NC | 28290 | Natural Gas Provider | 2401975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 107 | NumberOfContractorsGT100K |
| Government Grants | 4343058 | GovernmentGrants |
| All Other Contributions | 23068342 | AllOtherContributions |
| Noncash Contributions | 4679164 | NoncashContributions |
| Total Contributions | 27411400 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition & Fees | 611600 | 172770054 | 172770054 |
| Auxiliary Enterprises | 721000 | 34260162 | 34260162 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4387784 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4387784 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 211418000 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1447776 | TotalRevenueColumn |
| Exclusion | $1,447,776 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 43844443 | Securities |
| Other | 2139519 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 40665208 | Securities |
| Other | 4325000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3179235 | Securities |
| Other | -2185481 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 993754 | TotalRevenueColumn |
| Exclusion | $993,754 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1098118 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 136703 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 961415 | TotalRevenueColumn |
| Exclusion | $961,415 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| Miscellaneous Income | 611710 | 287504 | 287504 |
| Summer Conferences | 611710 | 233734 | 233734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 521238 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 242753583 | TotalRevenueColumn |
| Related Or Exempt Function Income | 211418000 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 521238 | UnrelatedBusinessRevenue |
| Exclusion | $3,402,945 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54241016 | Total |
| Program Services | 54241016 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1913431 | Total |
| Program Services | 997358 | ProgramServices |
| Management And General | 561641 | ManagementAndGeneral |
| Fundraising | 354432 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69923315 | Total |
| Program Services | 59259717 | ProgramServices |
| Management And General | 7376069 | ManagementAndGeneral |
| Fundraising | 3287529 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5100137 | Total |
| Program Services | 4294232 | ProgramServices |
| Management And General | 538982 | ManagementAndGeneral |
| Fundraising | 266923 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20106430 | Total |
| Program Services | 12922865 | ProgramServices |
| Management And General | 6400447 | ManagementAndGeneral |
| Fundraising | 783118 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4954273 | Total |
| Program Services | 4185779 | ProgramServices |
| Management And General | 518862 | ManagementAndGeneral |
| Fundraising | 249632 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 443194 | Total |
| Program Services | 23549 | ProgramServices |
| Management And General | 418689 | ManagementAndGeneral |
| Fundraising | 956 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264010 | Total |
| Management And General | 264010 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 852086 | Total |
| Program Services | 10669 | ProgramServices |
| Management And General | 841227 | ManagementAndGeneral |
| Fundraising | 190 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1020866 | Total |
| Program Services | 324261 | ProgramServices |
| Management And General | 683335 | ManagementAndGeneral |
| Fundraising | 13270 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5670301 | Total |
| Program Services | 4441825 | ProgramServices |
| Management And General | 549829 | ManagementAndGeneral |
| Fundraising | 678647 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5065244 | Total |
| Program Services | 2641161 | ProgramServices |
| Management And General | 2358013 | ManagementAndGeneral |
| Fundraising | 66070 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8352167 | Total |
| Program Services | 8262408 | ProgramServices |
| Management And General | 89373 | ManagementAndGeneral |
| Fundraising | 386 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4746960 | Total |
| Program Services | 3811538 | ProgramServices |
| Management And General | 439062 | ManagementAndGeneral |
| Fundraising | 496360 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 733053 | Total |
| Program Services | 655953 | ProgramServices |
| Management And General | 59802 | ManagementAndGeneral |
| Fundraising | 17298 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10766294 | Total |
| Program Services | 10496294 | ProgramServices |
| Management And General | 270000 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14880326 | Total |
| Program Services | 13734541 | ProgramServices |
| Management And General | 1145785 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 992031 | Total |
| Program Services | 236252 | ProgramServices |
| Management And General | 755607 | ManagementAndGeneral |
| Fundraising | 172 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Contract Services | 10904377 | 10084330 | 762817 | 57230 |
| General Maint & Equipme | 3919890 | 3593292 | 261812 | 64786 |
| Consultants, Honoraria | 2740767 | 1931849 | 641119 | 167799 |
| Library Acquisitions | 1595099 | 1595099 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6467327 | Total |
| Program Services | 5996406 | ProgramServices |
| Management And General | 460889 | ManagementAndGeneral |
| Fundraising | 10032 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235652594 | Total |
| Program Services | 203740394 | ProgramServices |
| Management And General | 25397370 | ManagementAndGeneral |
| Fundraising | 6514830 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 898871 | BOY |
| EOY | 464694 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19933478 | BOY |
| EOY | 28824379 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6558267 | BOY |
| EOY | 13505542 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2610352 | BOY |
| EOY | 2656258 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 463106724 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 173508257 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287523825 | BOY |
| EOY | 289598467 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 207383408 | BOY |
| EOY | 197797250 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48043925 | BOY |
| EOY | 51704581 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47994649 | BOY |
| EOY | 28880579 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 620946775 | BOY |
| EOY | 613431750 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26624611 | BOY |
| EOY | 24290338 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2205009 | BOY |
| EOY | 2206009 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11761843 | BOY |
| EOY | 12858093 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230209640 | BOY |
| EOY | 224465989 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270801103 | BOY |
| EOY | 263820429 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189553829 | BOY |
| EOY | 183974736 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54445181 | BOY |
| EOY | 46568071 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106146662 | BOY |
| EOY | 119068514 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350145672 | BOY |
| EOY | 349611321 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 620946775 | BOY |
| EOY | 613431750 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 7100989 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -7635340 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Total Number Of Easements | 9 | TotalNumberOfEasements |
| Total Acreage | 30.00 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 2 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 65.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 40000 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 0 | Sect170hRequirementsSatisfied |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 258747437 | BeginningOfYearBalance |
| Contributions | 14963728 | Contributions |
| Investment Earnings Or Losses | -6371279 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -3395380 | GrantsOrScholarships |
| Other Expenditures | -7815203 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 256129303 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 223395750 | BeginningOfYearBalance |
| Contributions | 3930822 | Contributions |
| Investment Earnings Or Losses | 42769642 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -3160570 | GrantsOrScholarships |
| Other Expenditures | -8188207 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 258747437 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 203162188 | BeginningOfYearBalance |
| Contributions | 7788395 | Contributions |
| Investment Earnings Or Losses | 24663208 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -3333986 | GrantsOrScholarships |
| Other Expenditures | -8884055 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 223395750 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 265719544 | BeginningOfYearBalance |
| Contributions | 6645573 | Contributions |
| Investment Earnings Or Losses | -57508960 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -3398211 | GrantsOrScholarships |
| Other Expenditures | -8295758 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 203162188 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.53510 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.46490 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| 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 | 6088550 | OtherCostOrOtherBasis |
| Book Value | 6088550 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 396327740 | OtherCostOrOtherBasis |
| Depreciation | 150466960 | Depreciation |
| Book Value | 245860780 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12587479 | OtherCostOrOtherBasis |
| Depreciation | 4778872 | Depreciation |
| Book Value | 7808607 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 46630758 | OtherCostOrOtherBasis |
| Depreciation | 17703501 | Depreciation |
| Book Value | 28927257 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1472197 | OtherCostOrOtherBasis |
| Depreciation | 558924 | Depreciation |
| Book Value | 913273 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 289598467 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 51704581 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 51704581 | TotalOfBookValueSecurities |
| Total Revenue | 242753583 | TotalRevenue |
| Total Expenses | 235652594 | TotalExpenses |
| Excess Or Deficit For Year | 7100989 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -7635340 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -7635340 | TotalAdjustments |
| Excess Or Deficit Per FS | -534351 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 235118244 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -7635340 | OtherRevenues |
| Revenue Not Rptd F990 | -7635340 | RevenueNotRptdF990 |
| Revenue Subtotal | 242753584 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 242753584 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 235652594 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 235652594 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 235652594 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of How Organization Reports Conservation Easements: | Part II, Line 9: | Part II Line 9: The University does not report conservation easements in its Financial Statements |
| Part III, Line 4: | The Art Collections are important cultural resources of the University, providing arts and academic enrichment to the students, faculty, local community, and international scholarly community. The collections are housed at the Lukacs Gallery, Thomas J. Walsh Art Gallery, the Bellarmine Museum & various locations on campus A website has been designed to give access to these works of art, collections and venues and to provide historical and technical information on the works. The Bellarmine Museum is dedicated to preserving, studying, and exhibiting those objects entrusted to its care, while never losing sight of its obligation to educate and inspire its many audiences, for the greater enrichment of all. The museum is open to the public and free of charge for individuals | |
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The University's endowment is an aggregation of gifts provided by donors with the requirement they be held in perpetuity to generate earnings now and in future years to support the University's programs of instruction, research and public service and funds designated by the Board of Trustees to function as endowment. Earnings from endowment investments support scholarships, chairs, professorships, fellowships, basic research, as well as academic and public service programs. The endowment should provide stability since the principal is invested and earnings are generated year after year. Net assets associated with endowment funds, including funds designated by the Board of Trustees to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions. |
| Part XII, line 2d: Represents unrealized losses on investments not included as a reduction in revenues on Form 990 Part VIII column (A) line 12 |
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 | A notice is published in local papers once each semester. A non-discriminatory statement is included in the Student Handbook, in the job opening section of the OHR website, and in the website of Public Safety. The policy is included in all employment advertising. Fairfield University admits students of any sex, race, color, marital status, sexual orientation, religion, age, national origin or ancestry, disability or handicap to all the rights, privileges, programs, and activities generally accorded or made available to students of the University. It does not discriminate on the basis of sex, race, color, marital status, sexual orientation, gender identity, veteran's status, political ideology, religion, age, national origin or ancestry, disability or handicap in administration of its educational policies, admissions policies, employment policies, scholarship and loan programs, athletic programs, or other University-administered programs. |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | Fairfield University receives grants, awards and financial assistance for its students from various governmental agencies. The University has always been in good standing and the right to receive such aid has never been revoked or suspended. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe | 1 | 2 | Program Services | Study Abroad Programs | 4364281 |
| Central America and Caribean | 0 | 0 | Program Services | Study Abroad Programs | 94977 |
| East Asia and the Pacific | 0 | 0 | Program Services | Study Abroad Programs | 349663 |
| Sub-Saharan Africa | 0 | 0 | Program Service | Study Abroad Programs | 63733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 4872654 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 4872654 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Alumni Awards Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 1098118 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 1098118 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 136703 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 1098118 | GrossReceiptsTotal |
| Gross Revenue Total Events | 1098118 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 136703 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 136703 | DirectExpenseSummaryEvents |
| Net Income Summary | 961415 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| Institutional Scholarships | 3331 | 41835071 | Book |
| Athletic Scholarships | 287 | 5717288 | Book |
| State and Federal Grants | 733 | 1718195 | Book |
| Prep School Financial Aid | 247 | 2195529 | Book |
| Other Financial Aid | 504 | 2774933 | Book |
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: Several procedures and reports are used annually to monitor financial aid including: Independent auditors complete the A-133 audit relating to federal student aid; The FISAP report for the Department of Education; Common Data Set (CDS) which is a set of standards and definitions among the higher education community & publishers as represented by the College Board, Peterson's, U.S. News & World Report & the Wintergreen Orchard House. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rev Jeffrey P von Arx SJ | |||||||||||||
| 300000 | 0 | 0 | 0 | 0 | 0 | 30000 | 0 | 46279 | 0 | 376279 | 0 | 0 | 0 |
| Julie L Dolan | |||||||||||||
| 255664 | 0 | 0 | 0 | 32088 | 0 | 24127 | 0 | 30589 | 0 | 342468 | 0 | 0 | 0 |
| Stephanie Frost | |||||||||||||
| 254432 | 0 | 0 | 0 | 0 | 0 | 24151 | 0 | 30158 | 0 | 308741 | 0 | 0 | 0 |
| Rev Paul Fitzgerald SJ | |||||||||||||
| 220000 | 0 | 0 | 0 | 0 | 0 | 22000 | 0 | 13372 | 0 | 255372 | 0 | 0 | 0 |
| Mark C Reed | |||||||||||||
| 202845 | 0 | 0 | 0 | 0 | 0 | 18450 | 0 | 26774 | 0 | 248069 | 0 | 0 | 0 |
| Susan Franzosa | |||||||||||||
| 159776 | 0 | 0 | 0 | 0 | 0 | 15367 | 0 | 16694 | 0 | 191837 | 0 | 0 | 0 |
| Robbin Crabtree | |||||||||||||
| 196215 | 0 | 0 | 0 | 0 | 0 | 18095 | 0 | 17219 | 0 | 231529 | 0 | 0 | 0 |
| Sydney Johnson | |||||||||||||
| 332719 | 0 | 0 | 0 | 0 | 0 | 24500 | 0 | 29925 | 0 | 387144 | 0 | 0 | 0 |
| Michael Tucker | |||||||||||||
| 177139 | 0 | 0 | 0 | 0 | 0 | 12472 | 0 | 23755 | 0 | 213366 | 0 | 0 | 0 |
| Gregory Koutmos | |||||||||||||
| 190883 | 0 | 0 | 0 | 0 | 0 | 14704 | 0 | 24506 | 0 | 230093 | 0 | 0 | 0 |
| Orin Grossman | |||||||||||||
| 192657 | 0 | 0 | 0 | 0 | 0 | 18889 | 0 | 23924 | 0 | 235470 | 0 | 0 | 0 |
| William Weitzer | |||||||||||||
| 237044 | 0 | 0 | 0 | 0 | 0 | 23362 | 0 | 28150 | 0 | 288556 | 0 | 0 | 0 |
| Edward Cooley | |||||||||||||
| 262345 | 0 | 0 | 0 | 0 | 0 | 8125 | 0 | 15425 | 0 | 285895 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | The President resides in a house that was donated to the University specifically for the President's use. The house is used extensively for University events. The President lives in the house for the convenience of the University. The Head Coach for men's basketball received membership to a club for the purpose of entertaining potential donors to the Athletic programs. | |
| Part III | The salary and benefit equivalents for the President, and Senior VP, Academic Affairs are paid to the Jesuit Community rather than to the individual themselves. | Supplemental Information |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CHEFA Fairfield University Series M | |||||||
| 060806186 | 20774UVX0 | 2008-04-10 | 39445697 | Refund CHEFA Series K and L1 Second Tranche | 1 | 1 | 0 |
| CHEFA Fairfield University Series N | |||||||
| 060806186 | 20774UK87 | 2008-08-21 | 110773813 | Refund CHEFA Series L1 and L2 | 1 | 1 | 0 |
| CHEFA Fairfield University Series O | |||||||
| 060806186 | 20774UW50 | 2010-03-17 | 73474749 | Construction of Various Campus Facilities | 0 | 1 | 0 |
| CHEFA Fairfield University Series P | |||||||
| 080806186 | 20774UY41 | 2010-03-17 | 11573281 | Current Refunding of CHEFA Series H | 1 | 1 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Other Spent ProceedsOtherSpentProceeds | Capitalized InterestCapitalizedInterest | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 39445697 | 3051849 | 35904181 | 489666 | 1 | 0 | 1 | 1 | ||||
| 110773813 | 9938250 | 96694158 | 786405 | 1 | 0 | 1 | 1 | 3355000 | |||
| 73474749 | 7011334 | 731405 | 0 | 0 | 1 | 1 | 4732010 | 61000000 | 2012 | ||
| 11573281 | 1065750 | 10391034 | 116497 | 1 | 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 | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.03000 | 0.03000 | 1 |
| 0 | 0 | 0 | 0 | 0.03000 | 0.03000 | 1 |
| 0 | 0 | 0 | 0 | 0.03000 | 0.03000 | 1 |
| 0 | 0 | 0 | 0 | 0.03000 | 0.03000 | 1 |
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 |
|---|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 1 | 0 | 0 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 62 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4659117 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2972 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Actual Cost | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Golf Greens Fee | 5 | 1575 | Actual Cost |
| X | Baseball tickets | 1 | 3000 | Actual Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | The University uses the services of a securities broker to sell contributions of publicly traded securities. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 7a | The University is governed by a self-perpetuating Board of Trustees. The election of a Trustee shall require the affirmative vote of a majority of the Trustees in office at the time of such election. A vacancy in the Board of Trustees may be filled at any regular or special meeting of the Board of Trustees. |
| Form 990, Part VI, Section A, line 7b | A majority of the Board of Trustees shall constitute a quorum for the transaction of business at any meeting of the Board, provided that if less than a majority of Trustees are present at said meeting, a majority of the Trustees present may adjourn the meeting from time to time until a quorum can be had. If reasonably possible all business requiring Board action should be studied in the first instance by the appropriate Standing Committee which will then advise the Board. |
| Form 990, Part VI, Section B, line 11 | a) It is the policy of Fairfield University that the Board of Trustees is presented with a copy of the completed IRS Form 990 before it is filed with the IRS. b) The Form 990 is sent electronically to each Trustee. c) Form 990 (Return of Organization Exempt from Income Tax) is reviewed and approved by the Vice President for Finance before it is forwarded to the Board. d) Form 990 is reviewed by the Finance and Audit Committee before it is filed with the IRS. e) A Board resolution is not required in order for the Form 990 to be filed. |
| Form 990, Part VI, Section B, line 12c | Members of the Board of Trustees are asked to sign a Conflict of Interest statement. The statement shall be signed annually by each Board member as a condition of membership on the Board of Trustees. Each Trustee is expected to disclose (in writing) to the Chairman of the Board all situations in which conflicts might exist, or appear to exist. No Trustee having interests conflicting with the interests of the University or appearing so shall take part in the deliberations or votes of the Board involving the question concerning conflict nor seek to influence the other Trustees on that question. |
| Form 990, Part VI, Section B, line 15 | The process includes all of these elements: (1) Review and approval by the Board of Trustees; (2) Use of data as to comparable compensation; and (3) Contemporaneous documentation and recordkeeping. 1. Review and approval: The compensation is reviewed and approved by the Board of Trustees of Fairfield University, provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in this review and approval. 2. Use of data as to comparable compensation: The compensation of the person is reviewed and approved using data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated universities. The following methods have been used: a. Review by an independent third party b. Conduct market assessment of salaries c. Evaluate the appropriateness of the current salary structure to ensure that we are and remain competitive with the market, as well as remain internally equitable. 3. Contemporaneous documentation and recordkeeping: There is contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangement. |
| Form 990, Part VI, Section C, line 19 | Governing documents such as financial statements are available on the University's website and also by request |
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