MOUNT MARY UNIVERSITY INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT MARY UNIVERSITY INC (EIN 39-0806154)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201221359349302057
- Schema version
- 2010v3.4
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T15:49:30-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23819 | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 543053819 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806154 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT MARY COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MOUN | NameControl |
| Phone | 4142584810 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 N MENOMONEE RIVER PARKWAY | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53222 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REYES GONZALEZ | Name |
| Title | VP OF FINANCE/ADMIN | Title |
| Phone | 4142584810 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID L MACCOUX | Name |
| Phone | 9204367800 | Phone |
| Date Prepared | 2012-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | REYES GONZALEZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 N MENOMONEE RIVER PARKWAY | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 43153541 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MTMARY.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1913 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | MOUNT MARY COLLEGE IS AN INDEPENDENT, PRIVATELY ENDOWED WOMEN'S INSTITUTION OF HIGHER EDUCATION OFFERING BACCALAUREATE AND MASTER DEGREES IN VARIOUS FIELDS OF STUDY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 767 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | -12233 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -24647 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2656687 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3734762 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27655144 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30189305 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 75425 | InvestmentIncomePriorYear |
| Investment Income Current Year | 739708 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 126224 | OtherRevenuePriorYear |
| Other Revenue Current Year | 129347 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 30513480 | TotalRevenuePriorYear |
| Total Revenue Current Year | 34793122 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6471149 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7413115 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 793741 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1176010 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 648160 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20050862 | OtherExpensePriorYear |
| Other Expenses Current Year | 20106243 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27315752 | TotalExpensesPriorYear |
| Total Expenses Current Year | 28695368 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3197728 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6097754 | RevenuesLessExpensesCY |
| Total Assets BOY | 39724033 | TotalAssetsBOY |
| Total Assets EOY | 48012114 | TotalAssetsEOY |
| Total Liabilities BOY | 10099937 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11134502 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29624096 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 36877612 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | MOUNT MARY COLLEGE, AN URBAN CATHOLIC COLLEGE FOR WOMEN SPONSORED BY THE SCHOOL SISTERS OF NOTRE DAME, PROVIDES AN ENVIRONMENT FOR THE DEVELOPMENT OF THE WHOLE PERSON. THE COLLEGE ENCOURAGES LEADERSHIP, INTEGRITY, AND A DEEP SENSE OF SOCIAL JUSTICE ARISING FROM A SENSITIVITY TO MORAL VALUES AND CHRISTIAN PRINCIPLES. MOUNT MARY COMMITS ITSELF TO EXCELLENCE IN TEACHING AND LEARNING WITH AN EMPHASIS ON THINKING CRITICALLY. THE BACCALAUREATE CURRICULUM INTEGRATES THE LIBERAL ARTS WITH CAREER PREPARATION FOR WOMEN OF DIVERSE AGES AND PERSONAL CIRCUMSTANCES; THE PROGRAMS AT THE GRADUATE LEVEL PROVIDE OPPORTUNITIES FOR BOTH MEN AND WOMEN TO ENHANCE THEIR PROFESSIONAL EXCELLENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 22772056 | Expense |
| Grants | 7413115 | Grants |
| Revenue | 30229361 | Revenue |
| Description | MOUNT MARY COLLEGE HAD APPROXIMATELY 1,525 UNDERGRADUATE AND 823 GRADUATE STUDENTS ENROLLED FOR THE FISCAL YEAR ENDING JUNE 30,2011. DURING THIS PERIOD, 248 BACHELORS DEGREES AND POSTBACCALAUREATE CERTIFICATES AND 153 GRADUATE DEGREES WERE AWARDED TO STUDENTS. | Description |
| Total Program Service Expense | 22772056 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | 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 | 125 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 767 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET MCKNIGHT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4142561202 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 N MENOMONEE RIVER PKWY | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53222 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KRISTINE KRAUSE | ||||||
| CHAIR/TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| SUZANNE CARLTON | ||||||
| VICE CHAIR/SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| EILEEN SCHWALBACH | ||||||
| PRESIDENT | 50.00 | X | X | 185535 | 0 | 30444 |
| NORMAN BARRIENTOS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SUSAN BELLEHUMEUR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| EILEEN BLOECHL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BARBARA BOLENS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SISTER JACQUELINE BUCKLEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT BUERGER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SISTER KATHLEEN CORNELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KATHRYN MAEGLI DAVIS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| J MILES GOODWIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRIAN HENKE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GARY JORGENSEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARY KUNZE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SISTER PAMELA MOEHRING | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BARBARA NICHOLS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARIE O'BRIEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANN ROCHE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SISTER DEBRA SCIANO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARY STAUDENMAIER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROSANN C YOUNG | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM K JENSEN | ||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | |
| GENEVA JOHNSON | ||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | |
| GARY ZIMMERMAN | ||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | |
| REYES GONZALEZ | ||||||
| VICE PRESIDENT | 50.00 | X | 126646 | 0 | 6625 | |
| DAVID WEGENER | ||||||
| VICE-PRESIDENT | 50.00 | X | 61802 | 0 | 15068 | |
| DONNA GASTEVICH | ||||||
| VICE-PRESIDENT | 50.00 | X | 123278 | 0 | 21602 | |
| SISTER JOAN PENZENSTADLER | ||||||
| VICE-PRESIDENT | 50.00 | X | 30450 | 0 | 0 | |
| DAVID NIXON | ||||||
| VICE PRESIDENT | 50.00 | X | 62285 | 0 | 12128 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 589996 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 85867 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXHO INC & AFFILIATES | |||||
| 4880 PATSPHERE CIRCLE | CHICAGO | IL | 60674 | FOOD SERVICE | 609882 |
| CC&N | |||||
| N27 W23588 PAUL ROAD | PEWAUKEE | WI | 53072 | COMMUNICATIONS CABLING & NETWORKING | 197500 |
| KLS MEDIA | |||||
| 6191 S 122ND ST | HALES CORNERS | WI | 53130 | MEDIA BUYING | 191381 |
| PER MAR SECURITY SERVICES | |||||
| PO BOX 1101 | DAVENPORT | IA | 528051101 | SECURITY GUARD SERVICE | 108202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Government Grants | 107942 | GovernmentGrants |
| All Other Contributions | 3626820 | AllOtherContributions |
| Noncash Contributions | 42482 | NoncashContributions |
| Total Contributions | 3734762 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| STUDENT TUITION | 611600 | 28110715 | 28110715 | |
| AUXILIARY ENTERPRISES | 722320 | 1830989 | 1817041 | 13948 |
| NURSING PROGRAM ADMIN | 611600 | 150000 | 150000 | |
| INTEREST ON TUITION RE | 611600 | 74496 | 74496 | |
| MMC COMMUNITY RENTAL | 611600 | 23105 | 23105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30189305 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 469340 | TotalRevenueColumn |
| Exclusion | $469,340 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 128556 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 196702 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -68146 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -68146 | TotalRevenueColumn |
| Unrelated Business Revenue | -26181 | UnrelatedBusinessRevenue |
| Exclusion | -$41,965 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8413317 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8142949 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 270368 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 270368 | TotalRevenueColumn |
| Exclusion | $270,368 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 85536 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 20768 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64768 | TotalRevenueColumn |
| Exclusion | $64,768 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| DEPARTMENT INCOME | 611600 | 110195 | 47744 | $62,451 |
| MISCELLANEOUS | 611600 | 22530 | 6260 | $16,270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 132725 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34793122 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30229361 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -12233 | UnrelatedBusinessRevenue |
| Exclusion | $841,232 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7148961 | Total |
| Program Services | 7148961 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264154 | Total |
| Program Services | 264154 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 854855 | Total |
| Program Services | 432260 | ProgramServices |
| Management And General | 245634 | ManagementAndGeneral |
| Fundraising | 176961 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321155 | Total |
| Program Services | 321155 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 778170 | Total |
| Program Services | 504270 | ProgramServices |
| Management And General | 250411 | ManagementAndGeneral |
| Fundraising | 23489 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INSTRUCTION | 8967480 | 8967480 | 0 | 0 |
| INSTITUTIONAL SUPPORT | 5226817 | 0 | 4779107 | 447710 |
| STUDENT SERVICES | 2542860 | 2542860 | 0 | 0 |
| AUXILIARY ENTERPRISES | 1452420 | 1452420 | 0 | 0 |
| ACADEMIC SUPPORT | 1138496 | 1138496 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28695368 | Total |
| Program Services | 22772056 | ProgramServices |
| Management And General | 5275152 | ManagementAndGeneral |
| Fundraising | 648160 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2960708 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8131590 | BOY |
| EOY | 3008455 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2048316 | BOY |
| EOY | 1290225 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1229046 | BOY |
| EOY | 1156085 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 715761 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236494 | BOY |
| EOY | 2882 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 311000 | BOY |
| EOY | 279020 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 32790138 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14858433 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17109641 | BOY |
| EOY | 17931705 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8925601 | BOY |
| EOY | 20505509 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 896487 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 835858 | BOY |
| EOY | 161764 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39724033 | BOY |
| EOY | 48012114 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1252669 | BOY |
| EOY | 2395108 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1132372 | BOY |
| EOY | 1133003 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6610000 | BOY |
| EOY | 6495000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1104896 | BOY |
| EOY | 1111391 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10099937 | BOY |
| EOY | 11134502 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13645590 | BOY |
| EOY | 18837683 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6537085 | BOY |
| EOY | 7977200 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9441421 | BOY |
| EOY | 10062729 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29624096 | BOY |
| EOY | 36877612 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39724033 | BOY |
| EOY | 48012114 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6097754 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1155762 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9210027 | BeginningOfYearBalance |
| Contributions | 620601 | Contributions |
| Investment Earnings Or Losses | 1782570 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 64005 | GrantsOrScholarships |
| Other Expenditures | 425995 | OtherExpenditures |
| Administrative Expenses | 32955 | AdministrativeExpenses |
| End Of Year Balance | 11090243 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8961338 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 748689 | InvestmentEarningsOrLosses |
| Other Expenditures | 500000 | OtherExpenditures |
| End Of Year Balance | 9210027 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10081947 | BeginningOfYearBalance |
| Contributions | 416426 | Contributions |
| Investment Earnings Or Losses | -1537035 | InvestmentEarningsOrLosses |
| End Of Year Balance | 8961338 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 516846 | OtherCostOrOtherBasis |
| Book Value | 516846 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22761205 | OtherCostOrOtherBasis |
| Depreciation | 13119107 | Depreciation |
| Book Value | 9642098 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7529741 | OtherCostOrOtherBasis |
| Depreciation | 1370881 | Depreciation |
| Book Value | 6158860 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1982346 | OtherCostOrOtherBasis |
| Depreciation | 368445 | Depreciation |
| Book Value | 1613901 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17931705 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYABLES TO BENEFICIARIES UNDER SPLIT-INTEREST AGREEMENTS | $91,676 |
| REFUNDABLE ADVANCES FROM THE U.S. GOVERNMENT | $748,404 |
| INTEREST RATE SWAP | $271,311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1111391 | TotalOfAmounts |
| Total Revenue | 34793122 | TotalRevenue |
| Total Expenses | 28695368 | TotalExpenses |
| Excess Or Deficit For Year | 6097754 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1155469 | NetUnrealizedGLOnInvestments |
| Other | $293 | OtherAmount |
| Total Adjustments | 1155762 | TotalAdjustments |
| Excess Or Deficit Per FS | 7253516 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 29042321 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1155469 | NetUnrealizedGainsInvestments |
| Other Revenues | 506845 | OtherRevenues |
| Revenue Not Rptd F990 | 1662314 | RevenueNotRptdF990 |
| Revenue Subtotal | 27380007 | RevenueSubtotal |
| Other Revenues Not Included | 7413115 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 7413115 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 34793122 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 21788805 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 506552 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 506552 | ExpensesNotRptdF990 |
| Expenses Subtotal | 21282253 | ExpensesSubtotal |
| Other Expenses Not Included | 7413115 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 7413115 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 28695368 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS WERE ESTABLISHED FOR A VARIETY OF PURPOSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE COLLEGE HAS RECEIVED A TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) INDICATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME, UNDER INTERNAL REVENUE CODE 501(C)(3) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE THE COLLEGE DOES NOT HAVE A SIGNIFICANT AMOUNT OF UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE COLLEGE AND RECOGNIZE A TAX LIABILITY (OR ASSETS) IF THE COLLEGE HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE COLLEGE, AND HAS CONCLUDED THAT AS OF JUNE 30, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COLLEGE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2007. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE/SPLIT INTEREST AGREEMENT 20,836. CHANGE IN VALUE/INTEREST RATE SWAP AGREEMENT -20,543. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE/SPLIT-INTEREST AGREEMENT 20,836. RENTAL EXPENSES 196,702. EXCESS WITHDRAWALS OVER INCOME EARNED FOR POOLED ENDOWMENT INVESTMENT 268,539. SPECIAL EVENT EXPENSES 20,768. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND TUITION DISCOUNTS 7,413,115. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 196,702. EXCESS WITHDRAWALS OVER INCOME EARNED FOR POOLED ENDOWMENT INVESTMENTS 268,539. SPECIAL EVENT EXPENSES 20,768. CHANGE IN VALUE/INTEREST RATE SWAP AGREEMENT 20,543. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND TUITION DISCOUNTS 7,413,115. |
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 | NEWSPAPER ANNOUNCEMENTS, BROCHURES, COURSE DESCRIPTIONS |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | VARIOUS GOVERNMENT GRANTS TO PROVIDE FINANCIAL AID TO STUDENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | PROGRAM SERVICES | HONORARIUM/GUEST SPEAKERS, TRAVEL, HOTEL, MEAL AND TUITION COSTS | 205986 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | AIRLINE TICKETS, TOUR COSTS, HOTEL COSTS AND TUITION COSTS | 62133 |
| CENTRAL AMERICA | 0 | 0 | PROGRAM SERVICES | TUITION COSTS | 18600 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | SCHOLARSHIPS | 97924 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | SCHOLARSHIPS | 29042 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | SCHOLARSHIPS | 5750 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERIVES | SCHOLARSHIPS | 48100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 467535 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 467535 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| EUROPE | TUITION | 64738 | CHECK |
| CENTRAL AMERICA | TUITION | 18600 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 4 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (4 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|---|
| SCHOLARSHIPS | EAST ASIA AND THE PACIFIC | 7 | 97924 | CHECK | 0 |
| SCHOLARSHIPS | MIDDLE EAST AND NORTH AMERICA | 1 | 29042 | CHECK | 0 |
| SCHOLARSHIPS | SOUTH ASIA | 1 | 5750 | CHECK | 0 |
| SCHOLARSHIPS | SUB-SAHARAN AFRICA | 2 | 48100 | CHECK | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: INTERNATIONAL STUDENTS RECEIVE GRANT AWARDS FOR ATTENDING THE COLLEGE IN THE U.S. STUDENT'S ELIGIBILITY FOR GRANT SUPPORT IS DEPENDENT ONLY ON THEIR STATUS AS AN INTERNATIONAL STUDENT. THE ADMISSIONS AND REGISTRAR'S OFFICES VERIFY THE INTERNATIONAL STUDENT STATUS USING THEIR VISAS. THE FINANCIAL AID OFFICE POSTS THE FINANCIAL AID AWARD TO THEIR AID PACKAGE AND THE BUSINESS OFFICE POSTS THE AID ON THEIR STUDENT ACCOUNT. NO PAYMENTS OF CASH ARE MADE TO INTERNATIONAL STUDENTS DIRECTLY FOR THEIR GRANT AWARDS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | STARVING ARTISTS FAIR | NameOfEvent1 |
| Gross Receipts Event1 | 85536 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 85536 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 6328 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 2687 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 11753 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 85536 | GrossReceiptsTotal |
| Gross Revenue Total Events | 85536 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 6328 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 2687 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 11753 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 20768 | DirectExpenseSummaryEvents |
| Net Income Summary | 64768 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EDUCATIONAL SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 1122 | NumberOfRecipients |
| Amount Of Cash Grant | 7148961 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: EACH STUDENT IS REVIEWED BY TWO OR THREE INDIVIDUALS IN THE AWARDING PROCESS. STUDENTS ARE THEN AWARDED GRANT FUNDS BASED ON FEDERAL, STATE, AND INSTITUTIONAL REGULATIONS, GUIDELINES AND INSTITUTIONAL MATRIX. PROCEDURES FOR MONITORING FUNDS ARE ALSO BUILT INTO THE COMPUTER AWARDING SOFTWARE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | EILEEN SCHWALBACH | NamePerson |
| Base Compensation Filing Org | 185535 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 13970 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 16474 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 215979 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 391337855 | IssuerEIN |
| Date Issued | 2009-12-23 | DateIssued |
| Issue Price | 6610000 | IssuePrice |
| Description Of Purpose | FACILITIES CONSTRUCTION | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GARY JORGENSON | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | GARY JORGENSON IS A TRUSTEE OF THE ORGANIZATION | Relationship |
| Amount Of Transaction | 879198 | AmountOfTransaction |
| Description Of Transaction | GARY JORGENSON (TRUSTEE) IS A PRINCIPAL OF VJS CONSTRUCTION SERVICES, INC. MOUNT MARY CONTRACTED WITH VJS CONSTRUCTION SERVICES, INC. TO PROVIDE CONSTRUCTION MANAGEMENT SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 42482 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGES IN PROGRAM SERVICES | FORM 990, PART III, LINE 3 | ADDED A DOCTORATE OF ART THERAPY PROGRAM |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED ITS BYLAWS TO INCORPORATE THE FOLLOWING CHANGES: CHANGED ALL REFERENCES OF CORPORATE "MEMBERS" TO CORPORATE "BOARD" CHANGED ALL REFERENCES OF "MILWAUKEE" PROVINCE TO "CENTRAL PACIFIC" PROVINCE CHANGED ALL MEMBERSHIP SPECIFICATIONS FOR THE CORPORATE BOARD DELETED ITEMS LIKE COMPENSATION POLICY, TRUSTEE PERSONAL CHARACTERISTICS/INDIVIDUAL RESPONSIBILITIES, AND THE DETAILED DESCRIPTION OF THE BOARD OF TRUSTEES COMMITTEES. THESE ITEMS NOW APPEAR IN A NEWLY CREATED TRUSTEE HANDBOOK UPDATED OR ADDED LEGAL WORDING FOR THE CONFLICT OF INTEREST POLICY, INDEMNIFICATION STATEMENT AND TRUSTEE POWERS DESCRIPTION | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 WAS PROVIDED TO THE ENTIRE BOARD, WHICH INCLUDES THE AUDIT COMMITTEE, PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | A FORM IS SIGNED ANNUALLY BY THE BOARD AND OFFICERS. THIS FORM IS SENT TO THE PRESIDENT AND MONITORED BY THAT OFFICE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES ARE COMPARED TO WAICU SURVEYS. THE PRESIDENT'S SALARY GOES TO THE BOARD FOR APPROVAL FOR INCREASES. VICE PRESIDENT'S SALARY INCREASE APPROVALS GO TO THE PRESIDENT. THE CFO MONITORS THE PRESIDENT'S COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE ORGANIZATION. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 1,155,469. CHANGE IN VALUE/SPLIT INTEREST AGREEMENT 20,836. CHANGE IN VALUE/INTEREST RATE SWAP AGREEMENT -20,543. TOTAL TO FORM 990, PART XI, LINE 5: 1,155,762. |
| FORM 990, PART XI, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOOL SISTERS OF NOTRE DAME | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13105 WATERTOWN PLANK ROAD | AddressLine1 |
| City | ELM GROVE | City |
| State | WI | State |
| ZIP Code | 53122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806379 | EIN |
| Primary Activities | SPONSORING ORGANIZATION OF MOUNT MARY COLLEGE | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 1 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOOL SISTERS OF NOTRE DAME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 545480 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |
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