2012-05-10T13:08:52-05:00 2011-06-30 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2010-07-01 350868175 Marian University MARI 3179556000 3200 Cold Spring Road Indianapolis IN 46222 GREGORY GINDER 3179556000 2012-05-15 true JOYCE DULWORTH 3173834000 2010 2016-02-24 21:20:13Z DANIEL J ELSENER 3200 COLD SPRING ROAD INDIANAPOLIS IN 46222 97331692 false X WWW.MARIAN.EDU X 1937 IN A CATHOLIC LIBERAL ARTS COLLEGE ESTABLISHED TO PROVIDE HIGHER EDUCATION FOR STUDENTS WITH DIVERSE ABILITIES AND VARIOUS RELIGIOUS, CULTURAL, ETHNIC, AND SOCIO-ECONOMIC BACKGROUNDS. 37 36 1062 140 -227542 -227542 40141105 26265099 44858397 48690275 316834 1262921 -27155 -194203 85289181 76024092 15920521 16431169 0 0 17850541 20529504 0 0 1147756 16068474 19090644 49839536 56051317 35449645 19972775 105478984 133690583 28494111 34298189 76984873 99392394 A CATHOLIC LIBERAL ARTS COLLEGE ESTABLISHED TO PROVIDE HIGHER EDUCATION FOR STUDENTS WITH DIVERSE ABILITIES AND VARIOUS RELIGIOUS, CULTURAL ETHNIC, AND SOCIO-ECONOMIC BACKGROUNDS. SEE SCHEDULE O. false false 47499220 16431169 48679855 Marian University served 2,365 students as measured Fall, 2010. This was comprised of 2,005 undergraduate, 225 graduate students and 135 non-degrees, offering 37 majors. Distribution of students was as follows: Nursing - 36%, Liberal Arts (20 different majors, largest enrollment in History, English/Communications, Psychology, and Political Science) - 28%, Business - 20%; Male - 37%, Female - 63%: Minority - 22%, Average SAT scores 1047; average high school GPA 3.30. Graduate degrees currently only available in Education programs. Included in enrollment above is an adult program which provides an accelerated and non-traditional format for working adults. On-line nursing programs were developed and implemented in FY10/11. 849763 College of Osteopathic Medicine - Marian University was chosen by the Indiana Osteopathic Association to open the second medical school in Indiana and the only school of osteopathic medicine in the state. The College will welcome it's first class in August, 2013. The University has received pre-accreditation and is now seeking provisional accreditation which allows the school to begin recruiting. Dr. Paul Evans was hired as the school's founding dean and he has hired staff to develop curriculum and recruit faculty and students. A building which will house the College of Osteopathic Medicine and the School of Nursing is under construction. In April 2012, the College received pre-accreditation approval with permission to recruit, but not to admit students or offer instruction. Additionally, the College will advance to Provisional Accreditation to become effective on July 1, 2012. 48348983 true true false true false false false true false true true false false false true false true false true false true false false false true false false false true true true false false false false false false false false false false true false false false false true false false false false true 3058 0 true 1062 true true true false false false false true true false false false false X 37 36 false false true false false false false true true false false false true true true true true true true false IN X KAY WALTER 3179556024 3200 COLD SPRING ROAD INDIANAPOLIS IN 46222 X Becher Michael 4.0 X 0 0 0 Burns Stephen 2.0 X 0 0 0 Byrum Clark 2.0 X 0 0 0 Cardis John 2.0 X 0 0 0 Carson Phillip 2.0 X 0 0 0 Daniel Mark 2.0 X 0 0 0 Doyle Sr Dominica 2.0 X 0 0 0 Doyle Joseph T 2.0 X 0 0 0 Drew William 2.0 X 0 0 0 Elsener Daniel 60.0 X X 392840 0 44243 Feser Denise 2.0 X 0 0 0 Franzer Sr Christa 2.0 X 0 0 0 Gary Ted Jr 2.0 X 0 0 0 Hackman Stephen 2.0 X 0 0 0 Haire David 2.0 X 0 0 0 Horney Sr Margaret 4.0 X X 0 0 0 Hudson Michael 2.0 X 0 0 0 Jones Jerry 2.0 X 0 0 0 Kaiser Sr Miriam 2.0 X 0 0 0 Leighton Al 4.0 X 0 0 0 McClamroch Toby 2.0 X 0 0 0 MCCRACKEN SR JACKIE 2.0 X 0 0 0 Piller Sr Barbara 2.0 X X 0 0 0 Purdue John 2.0 X 0 0 0 Schaedel Msgr Joseph 2.0 X 0 0 0 Semler Jerry 4.0 X 0 0 0 Strom Leonard 2.0 X 0 0 0 Watt D Anthony 4.0 X 0 0 0 Welch Mary 2.0 X 0 0 0 White Marvin 2.0 X 0 0 0 Wissman Sr Marge 2.0 X 0 0 0 Young Drew 2.0 X 0 0 0 Zavaleta Raul 2.0 X 0 0 0 Bonaventura Mary Beth 2.0 X 0 0 0 Eckman William P 4.0 X X 0 0 0 Huang Ben D 2.0 X 0 0 0 Impicciche Joseph R 2.0 X 0 0 0 Tebbe Merle 2.0 X 0 0 0 Cleveland Sr Jean Marie 40.0 X 61758 0 12363 Ginder Gregory 40.0 X 128999 0 26516 Enneking THOMAS 40.0 X 164593 0 33477 Finke John 40.0 X 99918 0 20675 Golobish Robert 40.0 X 92124 0 19263 Lawrence Deborah 40.0 X 94834 0 19314 Evans Dr Paul 40.0 X 88713 0 11670 Rodgers Ruth 40.0 X 71225 0 14234 1195004 0 201755 3 false true false Aramark Facility Services 22506 Network Place CHICAGO IL 606731225 Maintenance 2465562 Schmidt Associates 320 E Vermont INDIANAPOLIS IN 46204 Engineering 1926638 Orbis Education 9002 Purdue Rd Suite 300 INDIANAPOLIS IN 46268 On-Line Program 1163230 Browning Construction 6100 West 96th Street Suite 250 INDIANAPOLIS IN 46278 Construction Mgmt 254345 Star of America Charter One Sodrel Drive JEFFERSONVILLE IN 47130 Team Transportation 202318 11 0 412555 811818 25040726 2406354 26265099 TUITION & FEES 900099 43578789 43578789 ROOM & BOARD 611710 5009422 5009422 BOOK STORE 611710 102064 102064 48690275 586042 586042 0 0 435052 662594 -227542 -227542 -227542 21184540 6099 20497241 16519 687299 -10420 676879 -10420 687299 164585 412555 131246 33339 33339 0 0 0 76024092 48679855 -227542 1306680 0 16431169 16431169 0 0 1349000 391210 526110 431680 0 14859030 12739595 2035991 83444 760615 593280 144517 22818 2491505 1801520 584427 105558 1069354 834096 203177 32081 0 65278 50917 12403 1958 88242 44121 44121 87000 87000 0 32328 32328 941976 441746 362253 137977 1147768 895259 218076 34433 924892 737682 161681 25529 585420 78215 507205 0 4601969 4259325 285904 56740 636825 396226 191234 49365 0 851526 664190 161790 25546 836705 797275 29289 10141 0 3663873 2857821 696136 109916 306935 109896 197039 MEAL PLAN COSTS 2773641 2773641 ATHLETIC COMPETITION 761494 761494 STUDENT RECRUITMENT & DEVELPMT 354589 276579 67372 10638 COLLECTION COSTS 331053 258221 62900 9932 MINISTRY EXPENSE 65443 50346 15097 33687 18159 15528 56051317 48348983 6554578 1147756 12826 7092 2462530 1493501 44422266 50260253 1126197 1660064 40462 0 94592 24875 501101 768771 71975259 33104241 38539365 38871018 16330599 38726891 1799047 1718714 149999 159404 105478984 133690583 3992973 3550370 1055296 1071909 19880000 18570000 1975013 1439013 1590829 9666897 28494111 34298189 X 22517079 36618536 44672261 52291523 9795533 10482335 76984873 99392394 105478984 133690583 X 19972775 2434746 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false true false false true 87000 true true 87000 false Part II-B, Line 1I Description of Other Activities Marian University employees registered lobbyists to work with the Indiana General Assembly and the United States Congress on issues impacting higher education generally (for example, financial aid) and Marian specifically (for example, appropriation requests). Marian University also collaborates with the Independent Colleges of Indiana in its efforts to influence the Indiana General Assembly to maintain the amount of financial aid available to college students, most notably through a student lobbying day at the statehouse. 137312 X false 18022807 3167863 3661753 643964 83926 45000 24079533 14685596 2164358 1883653 608741 57059 45000 18022807 16496105 1421718 -2595183 548529 43515 45000 14685596 0.54700 0.45300 false false 0 961083 961083 43677104 21032326 22644778 10126988 8336339 1790649 137312 17089137 3735577 13490872 38887382 0 ADVANCES STUDENT LOANS 1182936 CAPITAL LEASE OBLIGATIONS 17757 INTEREST RATE SWAP LIABILITY 266204 LINES OF CREDIT 4200000 CONDITIONAL GIFT 4000000 9666897 76024092 56051317 19972775 2434746 2434746 22407521 61918000 2434746 91886 662594 3189226 58728774 32328 17262990 17295318 76024092 39510479 91886 662594 754480 38755999 32328 17262990 17295318 56051317 COLLECTIONS OF ART, HISTORICAL TREASURERS, AND OTHER SIMILAR ASSETS SCHEDULE D, PART III, LINE 4 DONATIONS RECEIVED INCLUDE A STAMP COLLECTION, LITHOGRAPHS, PRINTS, SCULPTURES, AND A DONATED CRYPT. THE STAMP COLLECTION IS DISPLAYED IN THE LIBRARY AND THE ARTWORK IS DISPLAYED IN VARIOUS LOCATIONS ON CAMPUS. SOME OF THE ARTWORK IS RELIGIOUS IN NATURE AND IS THEREFORE CONSISTENT WITH OUR CATHOLIC HERITAGE; OTHER ARTWORK WAS DISPLAYED IN ATTEMPT TO HONOR DONOR'S WISHES. INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE MAJORITY OF THE ENDOWMENT FUND IS USED TO PROVIDE STUDENT SCHOLARSHIPS. IN ADDITION, THERE ARE TWO ENDOWED CHAIR FUNDS WHICH SUPPORT PROGRAMMING: ETHICS IN BUSINESS AND CHAIR OF MATHEMATICS & SCIENCE. FIN 48 DISCLOSURE SCHEDULE D, PART X MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. OTHER ADJUSTMENTS SCHEDULE D, PARTS XII & XIII, LINE 2D EXPENSES FOR RENTAL FACILITY = 662,594 OTHER ADJUSTMENTS SCHEDULE D, PARTS XII & XIII, LINE 4B STUDENT SCHOLARSHIPS = 16,431,169 DEMOLITION COSTS = 831,821 true true true true true true true false false false false false false false false true false true LINE 3 PUBLICIZE IN NEWSPAPER AND FLIER ADVERTISEMENTS AND POST SIGNS DURING REGISTRATION TIME. LINE 6A PELL GRANTS, SEOG GRANTS, INDIANA HIGH EDUCATION, FREEDOM OF CHOICE, 21ST CENTURY SCHOLARS, PART-TIME, NURSING, AND MINORITY STUDENTS. Europe (Including Iceland and Greenland) Program Services STUDY ABROAD 113080 113080 113080 false false false false false false SCHOLARSHIP DIN 489577 348402 141175 26305 40148 38830 GOLF OUTING 35767 24907 10860 7500 2994 1 51796 39246 12550 2389 10303 2777 577140 412555 164585 36194 50451 44601 131246 33339 true STUDENT SCHOLARSHIPS AND FINANCIAL AID 1458 16431169 Procedures for Monitoring the use of grant funds in the U.S. Part I, Line 2. MARIAN UNIVERSITY IS SUBJECT TO THE COMPLIANCE AND INTERNAL CONTROL REQUIREMENTS OF OMB-A133 AND FOLLOWS ALL APPLICABLE GUIDELINES. INSTITUTIONAL AND PRIVATELY FUNDED FINANCIAL AID IS DETERMINED ON A CASE-BY-CASE BASIS BASED ON MERIT, NEED, AND EXTRACURRICULAR ACTIVITIES. X X true true X X X false false false false false false false false false Elsener Daniel 316726 0 39946 0 36168 0 23932 0 20311 0 437083 0 0 0 Ginder Gregory 116999 0 12000 0 0 0 9281 0 17235 0 155515 0 0 0 Enneking THOMAS 149443 0 15150 0 0 0 11717 0 21760 0 198070 0 0 0 Information regarding Beneftis Provided Part I, Question 1a DANIEL ELSENER, THE UNIVERSITY'S PRESIDENT, RECEIVES SPOUSAL TRAVEL AND CLUB DUES. THESE BENEFITS ARE INCLUDED IN HIS OTHER COMPENSATION IN SCHEDULE J, PART II. INDIANA EDUCATION FACILITIES AUTHORITY 521698917 445048S33 2003-05-22 6700000 HVAC SYSTEM false false false INDIANA HEALTH & EDUCATION FACILITIES AUTHORITY 351611409 454795BB0 2006-03-30 6000000 PE CENTER/ATHLETIC COMPLEX false false false INDIANA HEALTH & EDUCATION FACILITIES AUTHORITY 351611409 454795CR4 2007-05-03 6000000 UNIVERSITY HALL false false false 6704152 160233 6543920 2004 false false true true 6301824 82100 6219724 2008 false false true true 6142234 103800 6038434 2008 false false true true false false false true true 0.04000 0.00000 0.04000 false false false true true 0.00000 0.00000 0.00000 false false false true true 0.00000 0.00000 0.00000 false true false false false true false true false false false true false true false false false true X 30167 COST X 30 1609013 avg hi/low gift date X AUCTION GIFTS 170 70082 FAIR MARKET VALUE X AUDIO / VIDEO EQUIPMENT 2 22500 COST OF EQUIPMENT X OTHER 14 25580 FAIR MARKET VALUE false true true Part I, Question 32b noncash contributions JP MORGAN CHASE SELLS PUBLICLY TRADED STOCK THAT IS DONATED TO MARIAN. Organization's Mission Form 990, Part III, Question 1 OUR MISSION IS TO BE A CATHOLIC UNIVERSITY DEDICATED TO EXCELLENT TEACHING AND LEARNING IN THE FRANCISCAN AND LIBERAL ARTS TRADITIONS. WE WELCOME STUDENTS OF ALL FAITHS WHO SEEK AN EDUCATIONAL EXPERIENCE FRAMED WITHIN THE CONTEXT OF OUR FRANCISCAN VALUES OF DIGNITY OF THE INDIVIDUAL, PEACE AND JUSTICE, RECONCILIATION, AND RESPONSIBLE STEWARDSHIP. OUR UNDERSTANDING OF THESE VALUES IS INFORMED BY REFLECTION ON THE LIFE OF JESUS CHRIST AND PRAYER. THE INSTITUTION GREW OUT OF THE DEDICATION AND VISION OF SISTER THERESA HACKELMEIER AND THE SISTERS OF ST. FRANCIS, OLDENBURG, WHO ESTABLISHED A SCHOOL IN OLDENBURG, INDIANA, IN 1851. THE COLLEGE WAS FOUNDED IN OLDENBURG IN 1936 AND MOVED TO INDIANAPOLIS IN 1937. BUILDING A GREAT CATHOLIC UNIVERSITY IS A BIG PROJECT. THE TRADITION OF CATHOLIC HIGHER EDUCATION DATES BACK AT LEAST TO THE 13TH CENTURY. SAINT BONAVENTURE, A GREAT FRANCISCAN, WAS A GREAT SCHOLAR IN THESE UNIVERSITIES, AS WERE SAINT THOMAS AQUINAS, ST. AUGUSTA AND OTHERS. OUT OF THAT HISTORY AND TRADITION, WE HAVE CLEAR, CORE UNDERSTANDINGS OF WHAT IT MEANS TO BE A GREAT CATHOLIC UNIVERSITY. THESE CORE UNDERSTANDINGS ARE FUNDAMENTAL TO THE UNIVERSITY'S ABILITY TO ADDRESS THE CRITICAL MORAL, ECONOMIC, ETHICAL, AND SOCIAL CHALLENGES AND QUESTIONS OF OUR TIME AND, AS POPE BENEDICT REMINDS US, TO PROVIDE A HOPE THAT WILL NEVER DISAPPOINT. THE CORE UNDERSTANDINGS ARE: FAITH, AN INTELLECTUALLY HOLISTIC UNDERSTANDING OF KNOWLEDGE AND WISDOM, COMMUNITY, WITNESS, AND LEADERSHIP. Process to Review the Form 990 FORM 990, PART VI, QUESTION 1B DANIEL J. ELSENER IS A PAID EMPLOYEE OF THE UNIVERSITY AND IS THEREFORE CONSIDERED NON-INDEPENDENT. FORM 990, PART VI, QUESTION 4A The major changes were to correct the titles of the university officers and the descriptions of their responsibilities, revise the list and descriptions of board committees, change college to university, add reference to the COM and increase the total number of trustees allowed. Form 990, Part VI, Question 11B THE VP OF FINANCE AND THE CONTROLLER REVIEW THE 990 IN DETAIL WITH THE CPA FIRM THAT PREPARES THE RETURN. THE VP OF FINANCE AND THE CONTROLLER THEN REVIEW THE 990 WITH THE AUDIT COMMITTEE. ONCE THE AUDIT COMMITTEE REVIEWS AND APPROVES THE RETURN, THE FORM 990 (NOT INCLUDING SCHEDULE B TO PROTECT THE ANONYMITY OF DONORS) WILL BE PASSWORD-PROTECTED AND POSTED TO MARIAN'S WEBSITE. BOARD MEMBERS WILL BE NOTIFIED THAT THE FORM 990 IS AVAILABLE FOR THEIR REVIEW AND WILL BE GIVEN A PASSWORD TO ACCESS THE RETURN. Process for Monitoring Compliance with Conflict of Interest Policy Form 990, Part VI, Question 12c ALL BOARD OF TRUSTEE MEMBERS AND KEY EMPLOYEES ARE ASKED TO SIGN A CONFLICT OF INTEREST STATEMENT. THE SECRETARY OF THE BOARD OF TRUSTEES MAINTAINS THE LIST AND FOLLOWS UP ON OUTSTANDING ISSUES. ALL INFORMATION IS SUBMITTED TO THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE AUDIT COMMITTEE IS RESPONSIBLE FOR TAKING ANY ADDITIONAL ACTION NEEDED. ANY PERSON WITH A CONFLICT ABSTAINS FROM VOTING ON THE RELATED ISSUE. Review of CEO or Top Mgmt Official Compensation Form 990, Part VI, Question 15a THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES AND APPROVES THE PRESIDENT'S COMPENSATION. THE LAST REVIEW WAS CONDUCTED IN OCTOBER, 2011. Review of Top Management Official Compensation FORM 990, PART VI, Question 15B THE PRESIDENT REVIEWS AND ADJUSTS OFFICER AND KEY EMPLOYEE COMPENSATION. Governing Documents, Conflict of Interest Policy, and F/S Form 990, Part VI, Line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Other Changes in Net Assets or Fund Balances Form 990, Part XI, Line 5 Unrealized gain on investments: 2,434,746 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Horney, Sr. Margaret TITLE:Treasurer HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Piller, Sr. Barbara TITLE:VICE-CHAIR HOURS:40 SISTERS OF ST FRANCIS 22143 MAIN STREET OLDENBURG IN 47036 350868953 RELIGIOUS IN 501(C)(3) 1 NA false false true false false false false false false false false false false false false false false false