2012-05-15T12:02:43-07:00 2011-06-30 990 2010-07-01 470376583 CREIGHTON UNIVERSITY CREI 4022804093 2500 California Plaza Omaha NE 681780410 Jan Madsen 4022804093 2012-05-11 2010 2016-02-24 21:20:13Z Jan D Madsen Creighton University 2500 California Plaza Omaha NE 681780410 776985304 0 X www.creighton.edu X 1878 NE Creighton University, founded in 1878, is one of 28 Jesuit, Catholic universities in the U.S. Through its 9 colleges and schools and academic medical center, Creighton provides more than 4,200 undergraduate and more than 3,400 professional and graduate students an atmosphere that challenges them academically and professionally, and supports and inspires them individually. Community service is a hallmark of Creighton's Jesuit, Catholic tradition and foundational to its mission. Last year, students, faculty and staff volunteered more than 295,000 hours through more than 800 outreach programs-locally, nationally and internationally. During fiscal year 2011, Creighton Medical Associates provided $8.7 million in health care to the uninsured or underinsured. 40 36 6713 857 1830 -150215 63980020 69269204 394832490 412426407 14016414 33987722 420579 451903 473249503 516135236 57587236 63708281 0 0 263923810 265834281 0 0 3543584 141497250 141266938 463008296 470809500 10241207 45325736 853721511 889120846 366021804 320397618 487699707 568723228 Creighton University is a Catholic and Jesuit comprehensive university committed to excellence in its selected undergraduate, graduate and professional programs. As Catholic, Creighton is dedicated to the pursuit of truth in all its forms and is guided by the living tradition of the Catholic Church. As Jesuit, Creighton participates in the tradition of the Society of Jesus, which provides an integrating vision of the world that arises out of a knowledge and love of Jesus Christ. As comprehensive, Creighton's education embraces nine colleges and schools and is directed to the intellectual, social, spiritual, physical and recreational aspects of students' lives and to the promotion of justice. 0 0 193892821 63708281 239067364 Higher Education: Instruction - Creighton University, founded in 1878, is a Catholic, Jesuit educational institution with more than 7,600 students of diverse faiths, races and ethnic backgrounds from across the United States and 40 countries. The University provides its more than 4,200 undergraduate and more than 3,400 professional and graduate students a balanced educational experience, a rigorous academic agenda and a broad range of disciplines. Creighton's distinctive approach to education instills not just information but ideals, imbues not just technical skills but critical and creative thinking, and inspires not just competence but professional distinction and faith-based leadership and service. In addition to the College of Arts and Sciences, which enrolls 35 percent of the University's students, Creighton University includes the College of Business, the Graduate School, and the Schools of Dentistry, Law, Medicine, Nursing, Pharmacy and Health Professions, and University College. (7,662 students) 94763806 0 132034961 Higher Education: Health Care Services - Creighton University's four health sciences schools-dentistry, medicine, nursing, and pharmacy and health professions-educate health care professionals that are highly trained in health care delivery. Creighton Medical Associates (CMA) is the multispecialty faculty group supporting the clinical and academic missions of the Creighton University School of Medicine. Organized in 1994, CMA's more than 200 physicians and midlevel providers represent 36 specialties. As a division of the School of Medicine, CMA serves more than 100,000 patients annually at the University's primary teaching hospital, Creighton University Medical Center (CUMC); community-based clinics in the Omaha metropolitan area; and at rural outreach clinics in Iowa and Nebraska. CUMC and Creighton's other affiliated hospitals and clinics provide training for more than 2,500 dental, medical, nursing, pharmacy and occupational and physical therapy students. (2,518 students) 46322147 0 29388512 Student Services Programs: Auxiliary Services - From its inception in 1878, Creighton University's mission has been to educate the whole student-including the intellectual, spiritual, cultural, social, and physical/recreational aspects of student development. Balancing the "living" and the "learning" needs of its students has been the central mission of the University. The Division of Student Services has evolved over the years, inspired by the University's Jesuit, Catholic tradition that enhances the individual's experience and fosters the pursuit of excellence for students in all communities. Today, Student Services programs include 14 NCAA Division I athletic teams; campus recreation and intramurals; career services; health and counseling services; residence life and food services (9 residence halls and approximately 2,500 students); leadership programs; Greek life (fraternities and sororities); women's center; multicultural center; student success center; student government (including 9 school governments); student centers; and 200+ student clubs/organizations. (9 residence halls) 26680477 0 11743462 Sponsored Research and Other Education and General 26680477 0 11743462 361659251 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 1 1 1 0 0 1 10840 0 1 6713 1 1 1 0 0 0 0 1 1 0 0 0 0 X 40 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jan D Madsen 4022804093 2500 California Plaza Omaha NE 681780410 Mr Mogens C Bay 1 X 0 0 0 Rev Ned H Cassem SJ MD 1 X 0 0 0 Ms Mary Walton Conti MD 1 X 0 0 0 Ms Mimi A Feller 1 X 0 0 0 Mr William A Fitzgerald 1 X X 0 0 0 Mr Ronald B Gartlan 1 X 0 0 0 Mr W Gary Gates 1 X 0 0 0 Mr Bruce Grewcock 1 X 0 0 0 Mr George F Haddix Ph D 1 X 0 0 0 Mr Howard L Hawks 1 X 0 0 0 Mr Frank L Hayes 1 X 0 0 0 Mr Scott C Heider 1 X 0 0 0 Mr Mark Denniston Huber 1 X 0 0 0 Ms Susan M Jacques GG FGA 1 X 0 0 0 Ms Melissa C Kean PhD 1 X 0 0 0 Mr Richard T Kizer 1 X 0 0 0 Rev Peter J Klink SJ 1 X 0 0 0 Mr Terry J Kroeger 1 X 0 0 0 Mr Bruce R Lauritzen 1 X 0 0 0 Rev William P Leahy SJ 1 X 0 0 0 Ms Deborah A MacDonald 1 X 0 0 0 Mr Floyd J Malveaux MD Ph D 1 X 0 0 0 Mr Michael R McCarthy 1 X 0 0 0 Mr Chris J Murphy 1 X 0 0 0 Ms Jane Miller 1 X 0 0 0 Mr Joseph H Moglia 1 X 0 0 0 Mr Daniel P Neary 1 X 0 0 0 Mr James O'Brien 1 X 0 0 0 Rev Roc O'Connor SJ 1 X 0 0 0 Mr Mark H Rauenhorst 1 X 0 0 0 Mr Robert A Reed 1 X 0 0 0 Mr Bruce C Rohde 1 X X 0 0 0 Rev Philip J Rossi SJ 1 X 0 0 0 Ms Constance M Ryan 1 X 0 0 0 Mr Alan Simon 1 X 0 0 0 Rev Gerard L Stockhausen SJ 1 X 0 0 0 Ms Gail Werner Robertson 1 X 0 0 0 Mr James R Young 1 X 0 0 0 Mr Patrick J Zenner 1 X 0 0 0 Rev John P Schlegel SJ 40 X X 0 0 0 Andrew Alexander SJ 40 X 0 0 0 Amy S Bones JD 40 X 172664 0 18927 Patrick J Borchers JD 40 X 279482 0 59361 Daniel E Burkey 40 X 256354 0 63656 Lisa D Calvert 40 X 161052 0 18454 John C Cernech Ph D 40 X 186205 0 22745 Donald Frey MD 40 X 371637 0 28227 Greg D Jahn JD 20 X 119179 0 8076 Jan D Madsen 40 X 39476 0 0 John L Wilhelm 40 X 107245 0 54752 Brian A Young 40 X 205669 0 18762 Robert J Leuger Ph D 40 X 158733 0 17764 Rowen K Zetterman MD 40 X 352707 0 19797 Christopher A Huerter MD 40 X 661157 0 30842 Harold A Kaftan MD 40 X 549071 0 30987 Thomas Lanspa 40 X 536241 0 62565 Gregory McDermott 40 X 1347799 0 22150 Terence L Zach MD 40 X 707276 0 60516 6211947 0 537581 403 0 1 0 AOSNC LLC Alexander Open Systems PO Box 410485 Kansas City MO 641410485 Technology consulting 2656788 Allscripts LLC 222 Merchandise Mart Plaza Suite 2024 Chicago IL 60654 Technology Consulting 2094061 Philips Medical Systems PO Box 406538 Atlanta GA 303846538 Medical equipment maintenance 1853999 Creighton University Medical Center 601 North 30th Street Omaha NE 68178 Rental of Real Property 1744337 National Union Fire Insurance Company PO Box 2478 Spring TX 773832478 Insurance services 1197645 27 0 0 95171 4605429 21768689 42799915 1323326 69269204 Tuition and fees 900099 239067364 239067364 0 0 Healthcare services 900099 132034961 132034961 0 0 Auxiliary services 900099 29527560 29388512 139048 0 Other education and general 900099 11796522 11743462 53060 0 0 0 0 0 412426407 16924130 0 -190278 17114408 0 0 0 0 126764 0 0 126764 0 0 0 0 0 0 0 0 0 0 277740378 0 260676786 0 17063592 0 17063592 0 0 17063592 498421 95171 173282 325139 0 325139 0 0 0 0 0 0 0 0 0 0 0 0 0 516135236 412234299 1830 34629903 0 0 63708281 63708281 0 0 0 0 2876872 0 2876872 0 0 0 0 0 216402902 159145499 55132138 2125265 8852043 6434198 2324641 93204 24370735 17954360 5869667 546708 13331729 9690303 3501054 140372 0 0 0 0 1087634 150914 936720 0 175265 4494 170771 0 171437 0 171437 0 0 0 2206727 26000 2180727 0 18730946 14970305 3655868 104773 0 0 0 0 30268081 26015356 4029464 223261 5564916 1338481 4225352 1083 0 0 0 0 17053340 16558735 494016 589 5323176 3688725 1444578 189873 0 0 0 0 2679943 1432959 1222566 24418 8432375 6453297 1979078 0 0 0 0 0 23784261 16813276 6970985 0 4585588 992883 3592705 0 21203249 16281185 4828026 94038 470809500 361659251 105606665 3543584 1652118 11757634 3185734 3635001 17242928 15622512 24909192 23370724 0 0 38702016 37896169 1542663 1276495 2081538 2741013 677397579 294495493 390189052 382902086 280743316 340059327 56570041 61536038 0 0 36902913 8323847 853721511 889120846 41370116 40169368 0 14780017 13687091 145207805 178181749 0 0 18048809 5336566 33492946 0 113122111 83022844 366021804 320397618 X 183959296 232563252 130934048 154155548 172806363 182004428 487699707 568723228 853721511 889120846 X 45325736 35697785 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 171437 171437 470638063 470809500 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 252032 257807 242349 171437 923625 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 253019312 6096561 49774190 4103560 2088137 2256686 300441680 225445081 2932260 35764614 4516142 4658313 1948188 253019312 295686890 5318858 -59284707 4972614 9700269 1603077 225445081 0.31 0.56 0.13 1 0 0 44420472 44420472 0 432438687 169287185 263151502 0 15598819 11203254 4395565 0 112826650 79361263 33465387 0 72112951 34643791 37469160 382902086 Private Equity Investments 59236409 F TIF Loan 1511198 F Estate Deed of Trust 788431 F 61536038 0 Refundable Student Loans 29876347 Other Liabilities 18877353 Interest Rate Swaps 17629627 Reserves 16639517 83022844 516135236 470809500 45325736 35370128 0 0 0 -1010265 34359863 79685599 487062144 35370128 0 0 -993585 34376543 452685601 0 63449635 63449635 516135236 407376545 0 0 0 16680 16680 407359865 0 63449635 63449635 470809500 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The University's intended usage for endowment fund earnings are primarily for scholarships, operations and academic support. SchD_P10_S00_L02 Schedule D, Part X, Line 2 As of June 30, 2011, the University had no liability for unrecognized tax benefits. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 This represents revenue and expenses from related entities included in the University audited financial statements. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d This represents negative revenues from related entities included in the University's audited financial statements for which separate Forms 990 are filed. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b This represents tuition discount and scholarship allowances deducted from revenues in the University audited financial statements. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d This represents expenses from related entities included in the University's audited financial statements for which separate tax returns are filed. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b This represents tuition discounts and scholarship allowances deducted from expenses for the University audited financial statements. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 Creighton University's nondiscrimination policy is stated in all publications from Admissions and in all brochures issued by the Registrar. Nondiscrimination Policy: Creighton admits qualified students and hires qualified employees without regard to race, color, age, national or ethnic origin, disability, sex, marital status or religion. Its education and employment policies, scholarship and loan programs, and other programs and activities are administered without unlawful discrimination. The University is taking affirmative action to employ and advance in employment qualified disabled veterans and veterans of the Vietnam-era. The University affirmative action director has been delegated the responsibility for coordination of the University's equal rights efforts. It is also the policy of the University to make all programs and services available to all individuals with disabilities. SchE_P01_S00_L06 Schedule E, Part I, Line 6 Creighton University received federal funds in the form of research grants, scholarship funds and contract payments. The University receives no governmental apportionments designed to supplement operating revenues. Central America and the Caribbean 0 1 Program Services Service learning program abroad 297810 South America 0 0 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty members. 22923 Sub-Saharan Africa 0 0 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty members. 27098 South Asia 0 0 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty members. 10165 East Asia and the Pacific 0 0 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty members. 134346 Europe (including Iceland and Greenland) 0 0 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty members. 90279 0 1 582621 1 0 0 0 1 0 Bluejay Jamboree 366869 74722 292147 8000 15736 10399 15457 2379 15131 Bluejay Bash 124600 3000 121600 0 24142 9155 19580 1134 339 5 102123 17449 84674 0 10448 15314 10400 4420 11248 593592 95171 498421 8000 50326 34868 45437 7933 26718 173282 325139 1 Undergraduate scholarships 3149 51491396 Graduate/Professional scholarships 966 6192377 Undergraduate remissions 219 2732946 Graduate/Professional remissions 866 3291562 SchI_P01_S00_L02 Schedule I, Part I, Line 2 The grants and/or financial assistance provided to students is posted directly to the students' accounts, ensuring that the funds are used as intended. X X 0 0 X X X 0 0 0 0 0 0 0 0 0 Amy S Bones JD 161615 0 0 0 11049 0 11947 0 6979 0 191590 0 0 0 Patrick J Borchers JD 262003 0 0 0 17478 0 17855 0 41506 0 338842 0 0 0 Daniel E Burkey 245032 0 0 0 11322 0 17290 0 46366 0 320010 0 0 0 Lisa D Calvert 152786 0 0 0 8267 0 11750 0 6703 0 179506 0 0 0 John C Cernech Ph D 165664 0 0 0 20541 0 13608 0 9137 0 208950 0 0 0 Donald Frey MD 361677 0 0 0 9960 0 18783 0 9443 0 399863 0 0 0 Brian A Young 195709 0 0 0 9960 0 14115 0 4647 0 224431 0 0 0 Robert J Leuger Ph D 158733 0 0 0 0 0 11567 0 6197 0 176497 0 0 0 Rowen K Zetterman MD 352707 0 0 0 0 0 18783 0 1013 0 372503 0 0 0 Christopher A Huerter MD 644657 0 0 0 16500 0 18717 0 12126 0 692000 0 0 0 Harold A Kaftan MD 531299 0 0 0 16500 0 18862 0 12125 0 578786 0 0 0 Thomas Lanspa 536241 0 0 0 0 0 18508 0 44057 0 598806 0 0 0 Gregory McDermott 536863 0 0 0 810936 0 15075 0 7075 0 1369949 0 0 0 Terence L Zach MD 690776 0 0 0 16500 0 17870 0 42646 0 767792 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The University President is provided housing on campus, which is a requirment of his position. Club membership fees are paid for some of the employees listed on Schedule J and are included in Box 5 W-2 wages. SchJ_P01_S00_L01b Schedule J, Part I, Line 1b As stated relating to Line 1a, the University President is the only employee provided a residence, therefore there is no specific policy. The club dues that are reimbursed are specific to the related employee's employment contract instead of an overall University policy. The County of Douglas Nebraska 476006455 259226AV0 2005-02-16 20601028 Residence Hall 0 0 0 Nebraska Educational Finance Authority 521293953 63966PQS6 2005-12-20 17360000 Refund prior issues (6/25/96)(8/6/97) 0 0 0 Nebraska Educational Finance Authority 521293953 63966PSJ4 2008-07-30 104690000 Refund prior issues (3/19/03)(4/08/05)(12/20/05) 0 0 0 The County of Douglas Nebraska 476006455 2009-11-25 7076000 Buildings and equipment 0 0 0 3670000 0 21295018 0 1280490 0 173500 228757 0 19612272 0 0 2007 0 0 1 1 9915000 0 17360000 0 0 0 14256 0 0 0 17345744 0 2006 1 0 1 1 900000 0 104695229 0 0 0 442827 637353 0 0 103615049 0 2009 1 0 1 1 1709398 0 5500000 0 0 0 7672 0 0 5492328 0 0 2010 0 0 1 1 0 1 1 0 1 0.026 0 0.026 1 0 0 0 0 1 0 0 0 1 0 1 1 0 1 0.026 0 0.026 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 SchK_P01_S00_L00 Schedule K, Part I A second Schedule K follows this form to accommodate additional bond issues. SchK_P01_S00_L00e Schedule K, Part I, Column e Column D - This debt was issued on a draw-down basis. The principal amount of $5,500,000 was for payment of project and issuance costs. SchK_P02_S00_L03 Schedule K, Part II, Line 3 Total proceeds for Column A and C in the first Schedule K and in Column A of the second Schedule K do not agree to the issue price in Part I Column (e) due to investment earnings. The County of Douglas Nebraska 476006455 259226BH0 2010-12-15 33446533 Refund prior issues (3/15/99)(9/20/07) & Acq and construction 0 0 0 0 0 33449996 2491071 0 0 253486 0 0 5215000 22563399 2927039 1 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 Director Child of Director 85977 Fellowship Officers Children of officers 91695 Employee tuition remission W Gary Gates Officer of OPPD and director of Creighton University 2331818 Utilities services 0 Daniel P Neary Officer of Mutual of Omaha Company and director of Creighton University 1832148 Various life insurance and disability insurance coverages 0 Bruce R Lauritzen Officer of First National Bank and director of Creighton University 214441 Fees for banking transactions 0 Terry J Kroeger Officer of Omaha World Herald newspaper and director of Creighton University 132985 Primarily advertising in newspaper 0 X 3 67750 Appraised value X 65 1175176 Market price X 2 80400 Appraised value 5 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b Third party brokers are used to sell securities received as contributions upon receipt. SchM_P01_S00_L33 Schedule M, Part I, Line 33 Noncash gifts less than $5,000 other than marketable securities are not recorded as revenue by the University. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Form 990 is completed and reviewed by management. Upon completion, the Audit Committee of the Board of Directors reviews the Form 990. Prior to filing, all members of the Board of Directors are provided a copy of the Form 990 via e-mail communication stating that the Audit Committee has completed its review. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The University requires all directors, officers and key employees to complete conflict of interest statements annually. The information provided is reviewed by the board and management as appropriate and, if a conflict is determined to exist, the appropriate action to be taken is identified to manage, reduce or eliminate the conflict. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The process for determining compensation for the President, Vice Presidents, and key employees (specifically the Deans of the two largest schools in the University) involves the following: 1) a gathering of comparability data which is reviewed and approved by the independent Executive Compensation Committee; 2) a review of the same information by the President; and, 3) a review of the information by the Senior Vice President of Operations with a member of the Board of Director's Executive Committee. The Executive Committee member then reports the results of his review to the full Executive Committee of the Board of Directors. The process is documented in the minutes from the related committees. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The University conflict of interest policies and financial statements are located on the University web site and are also available on request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Other changes in net assets consists of the following amounts: Net unrealized gains on investments of $35,370,128 and Jesuit contributions of $327,657. Total other changes in net assets is $35,697,785. Health Future Foundation 2500 California Plaza Omaha NE 68178 470675662 Healthcare education; research; local indigent care NE 501(c)3 11 Type 1 Creighton University 1 Creighton Healthcare Inc 2500 California Plaza Omaha NE 68178 470783711 Minority interest in teaching hospital NE 501(c)3 11 Type 1 Creighton University 1 Creighton Univ-Boys Town Healthcare Fdn 511 N 20th Street Omaha NE 68178 470841669 Receive grants and disburse to its members NE 501(c)3 11 Type 2 N/A 0 Creighton Soccer Stadium Inc 2500 California Plaza Omaha NE 68178 470151500 Rental of real estate NE N/A C 0 651836 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 Health Future Foundation c 3500726 Cash basis