2012-05-16T11:20:40-00:00 2011-06-30 990 2010-07-01 390806251 Marquette University MARQ 4142887343 P O Box 1881 Milwaukee WI 532011881 John C Lamb 2012-05-15 false 2010 2016-02-24 21:20:13Z Rev Scott R Pilarz P O Box 1881 Milwaukee WI 532011881 854268282 false X www.marquette.edu X 1905 WI Marquette is a Catholic, Jesuit university. Our mission is the search for truth, the discovery and sharing of knowledge, the fostering of personal and professional excellence, the promotion of a life of faith and the development of leadership expressed in service to others. Marquette is a Catholic, Jesuit university. Our mission is the search for truth, the discovery and sharing of knowledge, the fostering of personal and professional excellence, the promotion of a life of faith and the development of leadership expressed in service to others. 32 24 8729 740 774000 16525 67305730 64041000 354946945 376790000 11084535 20854000 15726000 15711000 449063210 477396000 85726167 93773853 0 217806881 218878276 159338 112448 16389212 111042614 124144423 414735000 436909000 34328210 40487000 1080458000 1169248000 368664000 366696000 711794000 802552000 X Marquette is a Catholic, Jesuit university. Our mission is the search for truth, the discovery and sharing of knowledge, the fostering of personal and professional excellence, the promotion of a life of faith and the development of leadership expressed in service to others. false false 193706629 91308000 314468000 Instruction Consistently ranked among the top 100 colleges and universities nationwide, Marquette annually enrolls more than 11,500 students in undergraduate, graduate and professional programs and confers more than 2,800 degrees annually. Marquette offers 90 undergraduate majors to students in the College of Arts and Sciences, Business Administration, Communication, Education, Engineering, Health Sciences, Nursing and Professional Studies. The Graduate School offers 20 degrees and certificates, and the Graduate School of Management has nationally ranked MBA programs as well as specialty masters programs in several business areas. Marquette has Wisconsin s only School of Dentistry and one of only two law schools in the state. 47692596 11000000 Student Services We know that learning occurs outside, as well as inside, the classroom. Our core values of excellence, fatih, leadership and service are fostered through student participation in our residence hall communities and campus organizations, which include academic and professional groups, club and recreational sports, spiritual activities and community service organizations. Marquettes urban location just blocks from Milwaukee gives students ample opportunities for internships, co-op experiences and part-time employment. On campus, professionals in the Office of Student Affairs, Student Health Service, Counseling Center and Campus Ministry, as well as faculty and other staff, help students as they navigate the challenges of young adult life. Marquette also has an Educational Opportunity program which provides academic opportunity and support to first-generation college students, students from under-represented groups or ethnicities and students from low-income families. 40841847 2100000 Academic Support All Marquette undergraduates receive a strong liberal arts foundation through the universitys Core of Common Studies, which includes courses in nine core knowledge areas. Curriculum development is an ongoing process, with faculty support available through the Center for Teaching and Learning, the Instructional Media Center and various departmental resources. Programs for faculty development include curriculum enhancement and diversity grants, teaching enhancement awards, fellowship awards for research, young scholar awards and summer faculty fellowships. The Preparing Future Faculty PFF Program encourages the development of graduate students for the multiple roles they will face as faculty members. 89423265 2465853 62322000 371664337 true true false true false false true false true true true false true true true true false true true true false true true true false false true true true true false false false false false false true true true true true true false false false false false false false false true 1727 1 true 8729 true true true true SP SF VI CJ false false false true true false false false true false false X 32 24 true false false false false false false true true false false true true true true true true true true false SC NY NH MI MA AZ AK X X X Dennis J Butler 4142887343 933 W Wisconsin Avenue Milwaukee WI 53233 X Rev Robert A Wild SJ 040.00 X 0 0 0 Mr Gregory J Kliebhan 040.00 X 328540 0 0 Dr John J Pauly 040.00 X 303886 0 0 Mr John C Lamb 040.00 X 288396 0 0 Ms Mary L Austin 040.00 X 159081 0 0 Mr Steven W Frieder 040.00 X 81241 0 0 Ms Cynthia M Bauer 040.00 X 209138 0 0 Mr Ned W Bechthold 001.00 X 0 0 0 Ms Natalie A Black 001.00 X 0 0 0 Mr John F Ferraro 001.00 X 0 0 0 Rev James P Flaherty SJ 001.00 X 0 0 0 Mr Richard J Fotsch 001.00 X 0 0 0 Rev James G Gartland SJ 001.00 X 0 0 0 Mr Darren R Jackson 001.00 X 0 0 0 Mr James F Janz 001.00 X 0 0 0 Mr Jeffrey A Joerres 001.00 X 0 0 0 Rev Timothy R Lannon SJ 001.00 X 0 0 0 Rev Thomas A Lawler SJ 001.00 X 0 0 0 Mr John P Lynch 001.00 X 0 0 0 Dr Arnold L Mitchem 001.00 X 0 0 0 Rev Joseph M O'Keefe SJ 001.00 X 0 0 0 Mr James D O'Rourke 001.00 X 0 0 0 Rev Scott R Pilarz SJ 001.00 X 0 0 0 Ms Kristine A Rappe 001.00 X 0 0 0 Mr Joseph J Rauenhorst 001.00 X 0 0 0 Mr Glenn A Rivers 001.00 X 0 0 0 Mr James A Runde 001.00 X 0 0 0 Hon W Greg Ryberg 001.00 X 0 0 0 Mrs Mary Ladish Selander 001.00 X 0 0 0 Ms Mary Ellen Stanek 001.00 X 0 0 0 Mr John J Stollenwerk 001.00 X 0 0 0 Mr Charles M Swoboda 001.00 X 0 0 0 Ms Cherryl R Thomas 001.00 X 0 0 0 Mr Benjamin S Tracy 001.00 X 0 0 0 Ms Peggy Troy 001.00 X 0 0 0 Ms Rhona Vogel 001.00 X 0 0 0 Mr Charles M Williams Jr 001.00 X 0 0 0 Ms Anne A Zizzo 001.00 X 0 0 0 Mr Joseph D Kearney 040.00 X 300859 0 0 Dr Linda M Salchenberger 040.00 X 276902 0 0 Mr Arthur F Scheuber 040.00 X 217337 0 0 Dr L Christopher Miller 040.00 X 206591 0 0 Dr William E Cullinan 040.00 X 185853 0 0 Mrs Janice D Welburn 040.00 X 166788 0 0 Dr Stanley V Jaskolski 040.00 X 199465 0 0 Mr Brent L Williams 040.00 X 1070125 0 0 Ms Terri L Mitchell 040.00 X 427957 0 0 Mr Julie A Tolan 040.00 X 285863 0 0 Dr William K Lobb 040.00 X 269922 0 0 Dr Madeline Wake 040.00 X X 257410 0 0 Rev James P McDermott SJ 001.00 X X 0 0 0 5235354 323 true true true Oracle America Inc 500 Oracle Parkway Redwood Shores CA 94065 Professional services 1733271 Team Buzz Williams LP 2370 W Saddlebrook Lane Mequon WI 53092 Professional services 631250 AMA & Associates LLC P O Box 977 Ankeny IA 50021 Professional services 438982 Sonag Ready Mix LLC N59 W14909 Bobolink Drive Menomonee Falls WI 53051 Construction services 385658 Levy Restaurants 1001 N 4th Street Milwaukee WI 53203 Food service 275862 19 161913 8988000 54891087 12879014 64041000 Tuition and fees 611710 306018000 306018000 Sales of educational departments 611710 8450000 8450000 Auxiliary enterprises 611710 44933000 44159000 774000 Fees/contracts with governmental agencies 900099 17389000 17389000 376790000 932000 932000 242000 242000 396661000 376739000 19922000 19922000 19922000 133282 161913 133282 Student services 900099 9600000 9600000 Educational programs 900099 2100000 2100000 Commission income 900099 1400000 1400000 2369000 2369000 15469000 477396000 391485000 774000 21096000 2465853 2465853 90024397 90024397 1283603 1283603 0 2724612 1354330 1370282 0 169659037 138202958 21262763 10193316 9854655 7698833 1604069 551753 25425954 20538709 3464140 1423105 11214018 9319183 1267086 627749 0 303688 135572 168116 193000 193000 5192 5192 112448 112448 0 6146164 4968341 383029 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40487000 50271000 X false true true X true true X 0.00000 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 60000 false false 60000 false X X X X false false false 358187000 29881000 70542000 5747036 10903964 441959000 318616000 16049000 37998000 5747036 8728964 358187000 390220000 12450000 -70862000 5166689 8025311 318616000 0.20000 0.80000 true false 38738000 35252000 573960000 192604000 381356000 136277000 107601000 28676000 104616000 59758000 44858000 490142000 119082000 F Alternative investments 55153000 F Real estate ltd partnerships, membership interests 13048000 F 187283000 Collateral under securities lending agreement 41820000 Unexpended bond proceeds Funds held in trust by others 21908000 Cash surrender value of life insurance 420000 Property held for investment 65000 64213000 Payable under securities lending agreement 42068000 Payable to beneficiaries under split interest agreement 5002000 Refundable federal loan grants 37170000 Postretirement benefits payable 3836000 88076000 477396000 436909000 40487000 53164000 -2893000 50271000 90758000 383060000 -91308000 -91308000 474368000 3028000 3028000 477396000 345601000 -91308000 -91308000 436909000 436909000 III 1a The value of fine arts and other collections has been excluded from the statements of financial position. As of June 30, 2011 and 2010, the specific policy covering highly valued works provided for insured coverage at 79,000,000 and 75,000,000, respectively, aggregate limit for any one loss or any one occurrence. As of June 30, 2011 and 2010, additional fine art values covered for loss in other insurance programs are estimated at approximately 3,800,000 and 3,775,000, respectively. III 4 The Haggerty Museum serves as a laboratory for learning focused on visual arts by collecting, exhibiting and interpreting works of art in the context of Marquette University and the City of Milwaukee. The museums exhibitions and educational programs are designed to contribute to transformational life-long learning and enjoyment of the arts. V 4 Endowment earnings are used for student scholarships, academic programs support and general operations. X 2 The University is generally exempt from federal income tax pursuant to Section 501c3 of the Internal Revenue Code the Code and is a tax-exempt organization described in Sections 501c3, 509a1 and 170b1Aii of the Code. The FASB issued guidance prescribing how an organization should recognize, measure, present and disclose in its financial statements uncertain tax positions. The University adoped this guidance, which is included in ASC Topic 740, Income Taxes. X 2 This guidance addresses the determination of how tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. The University must recognize the tax benefit from an uncertain tax positions only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the techinical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based X 2 on the largest benefit that has a greater than fifty percent likelihood of being realized upon ultimate settlement. As of June 30, 2011 and 2010, the University did not have a liability for unrecognized tax benefits. XI 8 NPV adjustment to trusts, uncollectible pledges XII 4b Endowment income in excess of operations unrealized gains XII 2d Tuition discounts XIII 2d Tuition discounts true true true true true true true false false false false false false false false true false true true Central America and the Caribbean Program services International education 113365 East Asia and the Pacific Program services International education 202825 Europe 1 1 Program services International education 917029 North America Program services International education 5250 South America Program services International education 47501 Sub-Saharan Africa 1 1 Program services International education 464415 2 2 2 2 1750385 1750385 X Scholarship Central America and the Caribbean 14 113365 cash, wire FMV Scholarship East Asia and the Pacific 42 202825 cash, wire FMV Scholarship Europe 165 798491 cash, wire FMV Scholarship North America 1 5250 cash, wire FMV Scholarship South America 8 47501 cash, wire FMV Scholarship Sub-Saharan Africa 24 116171 cash, wire FMV false false true true false false I 2 Students receive aid that is applied towards the tuition expenses for courses taken in the study abroad programs. At the completion of the course, the participating institutions send to Marquette a transcript for each student. The Registrars Office at Marquette certifies the transcripts, then sends them to the Office of International Education or the College of Business dependent on program for further review and evaluation. After this reveiw they are returned to the Registrars Office I 2 and course credit, if applicable, is applied to the student records. X X X X X X X true Brenda Skelton W166 S8362 Kurtze Lane Muskego WI 53150 Communication planning false 58500 Campbell & Company One E Wacker Drive Ste 3350 Chicago IL 60601 Market research false 53948 112448 All States Blue Gold Auction 118000 91899 26101 16017 10084 Engineering Auction 62505 35439 27066 17796 9270 1 114690 34575 80115 48568 31547 295195 161913 133282 82381 50901 133282 true Aurora Health Care Inc P O Box 34910 Milwaukee WI 53234 391442285 501c3 77229 Instruction UW-Madison Board of Regents Drawer 538 Milwaukee WI 53278 396006492 501c3 10679 Instruction Board of Regents-UW System Drawer 5538 Milwaukee WI 53278 396006492 501c3 224217 Research Cold Spring Harbor Laboratory 1 Bungtown road Cold Spring Harbor NY 11724 112013303 501c3 23431 Research Naval Surface Warfare Center 4247 S Patterson Rd Ste 105 Indian Head NC 28512 69000 Research Council fo Opportunity in Education 1025 Vermont Ave NW Ste 900 Washington DC 20005 521121301 501c3 153976 Instruction Dane County Housing Authority 2001 W Broadway Ste 1 Monona WI 53713 391252454 501c3 25795 Other Day Care Services for Children Inc P O Box 16559 Milwaukee WI 53216 391096281 501c3 277369 Research Georgia Tech Research Corp 505 Tenth St Atlanta GA 30332 580603146 501c3 82340 Research Iowa State University 0570 Beardshear Hall Ames IA 50011 426004224 501c3 22910 Research Legal Aid Society of Milw Inc 229 E Wisconsin Ave Ste 200 Milwwaukee WI 53202 390806284 501c3 33330 Other Medical College of Wisconsin 8701 Watertown Plank Rd Milwaukee WI 53226 390806261 501c3 402520 Research Mercy Health System 1000 Mineral Point Drive Janesville WI 53548 390816848 501c3 9598 Research North Carolina State University Bos 7203 Raleigh NC 27695 566000756 501c3 31378 Research Penfield Children's Center 833 N 26th Street Milwaukee WI 53233 391093701 501c3 30744 Research Pro Healthcare N17W24100 Riverwood Dr Ste 130 Waukesha WI 53188 390910727 501c3 10585 Instruction Rehabilitation Institute Research 345 E Superior St-Onterie Rm 848 Chicago IL 60611 362256036 501c3 307464 Research Romus Inc 1100 W Wells Ste 804 Milwaukee WI 53233 392008166 501c3 12500 Research Rural Wis Health Cooperative 880 Independence Lane Sauk City WI 53583 391336685 501c3 19769 Instruction SRI International P O Box 2767 Menlo Park CA 94025 941160950 501c3 57335 Research St Catherine University 2004 Randolph Ave St Paul MN 55105 410695509 501c3 62892 Other United Community Center 1028 S 9th Street Milwaukee WI 53204 391146191 501c3 122123 Other University of Chicago 6054 s Drexel Ave Chicago IL 60637 392177139 501c3 7167 Research University of Illinois 506 S Wright Street Urbana IL 61801 376000511 501c3 69387 Research University of Louisville 223 Service Complex Louisville KY 40292 611029626 501c3 42694 Research University of NC-Chapel Hill P O Box 2126 Chapel Hill NC 27515 566001393 501c3 28064 Research University of WI-Stevens Point 2100 Main Street Stevens Point WI 54481 391805963 501c3 72223 Research University of WI Milwaukee Box 78047 Milwaukee WI 53278 391085963 501c3 16953 Research YMCA of Metropolitan Milwaukee 161 W Wisconsin Ave Ste 4000 Milwaukee WI 53203 390806314 501c3 162181 Research 29 Undergraduate competitive scholarships 6700 59711991 Undergraduate noncompetitive scholarships 461 5193059 Financial Aid for room and board 2706 15716125 Graduate scholarships 1386 9403222 I 2 Most, if not all student scholarships are credited to the student accounts without the funds passing through the students hands. Sources outside the university that provide scholarships are encouraged to remit payment directly to the university, which credits the student account upon receipt. Institutional aid is almost always credited directly to the student accounts. X X X X true true X X false false false false false false false true false Mr Gregory J Kliebhan 328540 19600 15478 363618 Dr John J Pauly 303886 19600 45263 368749 Mr John C Lamb 288396 19600 20950 328946 Ms Mary L Austin 159081 12680 52983 224744 Ms Cynthia M Bauer 209138 17045 15478 241661 Mr Joseph D Kearney 300859 19600 15478 335937 Dr Linda M Salchenberger 276902 19600 15478 311980 Mr Arthur F Scheuber 217337 17286 38593 273216 Dr L Christopher Miller 206591 16480 15478 238549 Dr William E Cullinan 185853 15194 30498 231545 Mrs Janice D Welburn 166788 13668 15478 195934 Dr Stanley V Jaskolski 199465 1020 200485 Mr Brent L Williams 1001125 69000 19600 15478 1105203 Ms Terri L Mitchell 427957 19600 5918 453475 Mr Julie A Tolan 285863 19600 15478 320941 Dr William K Lobb 269922 19600 15478 305000 Dr Madeline Wake 257410 19600 5918 282928 Rev James P McDermott SJ I 1a First class or charter travel is offered on a limited basis. Travel for companions is offered on a limited basis. Tax indemnifications and gross-up payments are offered to university employees on a limited basis. Health or social club dues or initiation fees are offered on a limited basis. I 7 Bonus and incentive compensation are offered on a limited basis WHEFA 2011A 391337855 97710BD90 2011-02-17 27265000 Various construction projects false false false WHEFA 2008B-3 391337855 99710BDT6 2008-11-20 33100000 Various construction projects false false false WHEFA 2008B-2 391337855 97710BET5 2008-10-01 18765000 Various construction projects false false false WHEFA 2008B-1 391337855 97710BES7 2008-10-01 31795000 Various construction projects false false false 27669462 27332365 337097 2011 true false true true false false true false false 0.01220 0.01220 true false false true false false 0.01070 0.01170 0.02240 true false false true false false 0.01120 0.01120 true false false true false false 0.01380 0.01380 true false false false false false false false false false false false false false false false false false false false false false false false false WHEFA 2007A & 2007B 391337855 97710V4Y1 2007-10-23 55000000 Various construction projects false true false 1325000 57389183 1014631 56374552 2011 false false false true false false true false false 0.01770 0.02290 0.04060 true false false false false false false Merit based scholarships 20800 Tuition remission 119765 Ned W Bechhtold Trustee 88012 Construction materials services false Ned W Bechthold Trustee 916164 Sports rental false Natalie A Black Trustee 702570 Climate control systems false Jeffrey A Joerres Trustee 702570 Climate control systems false Kristine A Rappe Trustee 8507313 Utility services false Joseph J Rauenhorst Trustee 25085655 Construction materials services false Mary Ellen Stanek Trustee 602915 Employee life insurance false Mary Ellen Stanek Trustee 108404 Advertising subscriptions false Mary Ellen Stanek Trustee 190855 Bond underwriting false John J Stollenwerk Trustee 602915 Employee life insurance false John J Stollenwerk Trustee 26712 Rental of real property false Anne A Zizzo Trustee 368075 Media planning media buys false Gerald Rauenhorst Relative of trustee 25085655 Construction materials services false X 21 See Part II X 427 Value of donated property X 250 Value of donated property X 327 12403097 See Part II X 22 3835 Value of donated property X 48 129117 Value of donated property X Bldg materials 5 167779 Value of donated property X Equip/software 9 63354 Value of donated property X Auction items 314 67398 Value of donated property X Catering/other 38 43757 Value of donated property 23 false true false I 1 In accordance with SFAS 116, Marquette University does not inventory its collections of artwork, and therefore does not include in revenue the value of works contributed to the Museum. I 9 The average of the high and low trading price for the security is calculated as of the day of donation. This average is multiplied by the number of shares received, yielding the value of the gift. Form 990 Part VI 2 Trustees serve on other corporate governing boards for which other Trustees are also directors or trustees. Form 990 Part VI 11b The completed Form 990 was reviewed by the corporate officers in April, 2012. Complete copies of the Form 990 were then provided to the Board of Trustees in April, 2012. The Finance and Audit and Governance and Administration committees reviewed the completed Form 990 at the May, 2012 Board of Trustees meeting. Form 990 Part VI 12c Trustees and employees are required annually to disclose possible material interests and affiliations. Form 990 Part VI 15b Comparable salary information from other Jesuit schools and other universities similar to Marquette along with the current Marquette salaries and performance evaluations are used to determine salaries. The Executive Committee determines the officer and key employee salary increases if any. Form 990 Part VI 19 Governing documents, conflict of interest statements and the financial statements are available on the University website. Form 990 Part VII The university pays the Marquette Jesuit Associates, Inc. as a result of the involvement of the Society of Jesus with the university. Form 990 Part XI 5 Other changes in fund balances consist of unrealized gains, adjustments to trusts and uncollectible pledges. Form 990, Part III, Line 4d Program Service Expenses 42,283,454, Grants and allocations 0, Revenue 44,933,000 Auxiliary enterprises Form 990, Part III, Line 4d Program Service Expenses 18,734,664, Grants and allocations 0, Revenue 0 Libraries Form 990, Part III, Line 4d Program Service Expenses 3,541,587, Grants and allocations 0, Revenue 0 Public service Form 990, Part III, Line 4d Program Service Expenses 24,863,560, Grants and allocations 2,465,853, Revenue 17,389,000 Grants Form 990 Part VI Section A Line 2 Trustees serve on other corporate governing boards for which other Trustees are also directors or trustees. Form 990 Part VI Section B Line 11b The completed Form 990 was reviewed by the corporate officers in April, 2012. Complete copies of the Form 990 were then provided to the Board of Trustees in April, 2012. The Finance and Audit and Governance and Administration committees reviewed the completed Form 990 at the May, 2012 Board of Trustees meeting. Form 990 Part VI Section B Line 12c Trustees and employees are required annually to disclose possible material interests and affiliations. Form 990 Part VI Section B Line 15b Comparable salary information from other Jesuit schools and other universities similar to Marquette along with the current Marquette salaries and performance evaluations are used to determine salaries. The Executive Committee determines the officer and key employee salary increases if any. Form 990 Part VI Section C Line 19 Governing documents, conflict of interest statements and the financial statements are available on the University website. Form 990 Part VII Section A The university pays the Marquette Jesuit Associates, Inc. as a result of the involvement of the Society of Jesus with the university. Form 990 Part XI Line 5 Other changes in fund balances consist of unrealized gains, adjustments to trusts and uncollectible pledges.