2012-04-24T16:32:56-04:00 2011-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2010-07-01 440617326 Avila University AVIL 8169428400 11901 Wornall Road Kansas City MO 64145 PAUL BOOKMEYER 8169428400 2012-05-15 true Michael J Engle 8162216300 2010 2016-02-24 21:20:13Z Ronald Slepitza 11901 Wornall Road Kansas City MO 64145 34556790 false 0928 X www.avila.edu X 1916 MO AVILA UNIVERSITY IS A VALUES-BASED COMMUNITY OF LEARNING PROVIDING EDUCATION TO PREPARE STUDENTS FOR RESPONSIBLE LIFELONG CONTRIBUTIONS TO THE GLOBAL COMMUNITY. 25 25 896 200 0 0 1468980 3217925 27073618 28443181 681029 159759 1299393 1455869 30523020 33276734 7215049 8373908 0 0 13853297 14204038 35161 58447 664755 8275239 8938491 29378746 31574884 1144274 1701850 32569334 39729806 13971149 18489459 18598185 21240347 X SEE SCHEDULE O false false 26376083 8373908 28443181 AVILA IS AN ACCREDITED FOUR-YEAR UNIVERSITY SERVING APPROXIMATELY 1,900 STUDENTS. IT IS A VALUE-BASED COMMUNITY OF LEARNING PROVIDING LIBERAL ARTS, PROFESSIONAL, UNDERGRADUATE, AND GRADUATE EDUCATION. IT CURRENTLY OFFERS A MASTER'S IN BUSINESS, EDUCATION, PSYCHOLOGY, ORGANIZATIONAL DEVELOPMENT AND THE REGION'S FIRST MASTER'S DEGREE IN MANAGEMENT WITH AN EMPHASIS IN FUNDRAISING. 26376083 true true false false false false false false true true false false true true true true false true false false false false true true false false false true true true false false false false false false false true false false false false false false false false false true 40 0 true 896 true false false false false false true true false false false false X 25 25 false false false false false false false true true false false true true true true true true true false false MO X PAUL BOOKMEYER 8165012487 11901 WORNALL ROAD KANSAS CITY MO 64145 SR PATRICIA CLUNE CSJ 1.0 X 0 0 0 MS ANNA B COLES 1.0 X 0 0 0 MR STEPHEN D DUNN 1.0 X 0 0 0 MR JOSEPH T FAHEY 1.0 X X 0 0 0 MR ROBERT F HARTSOOK 1.0 X 0 0 0 MR DAVID W FRANTZE 1.0 X 0 0 0 MR TOM FREEMAN 1.0 X 0 0 0 MR JAMES L GEGG 1.0 X 0 0 0 SR PAULETTE GLADIS CSJ 1.0 X 0 0 0 MR CARLOS GOMEZ 1.0 X 0 0 0 MR KEN HAGER 1.0 X 0 0 0 MR ROBERT T HUNTER 1.0 X X 0 0 0 SR PATRICIA A LORENZ CSJ 1.0 X 0 0 0 SR SHAWN MADIGAN CSJ 1.0 X 0 0 0 MS CATHY MUELLER 1.0 X X 0 0 0 MS JEANNE HAMILTON OLOFSON 1.0 X 0 0 0 MR PHILLIP A ORSCHELN 1.0 X 0 0 0 MS LEE ROBBEN 1.0 X 0 0 0 SR ROBERTA SCHMIDT CSJ 1.0 X 0 0 0 SR RITA MARIE SCHMITZ CSJ 1.0 X 0 0 0 MR MARK C THOMPSON 1.0 X 0 0 0 MR RICK WELLER 1.0 X X 0 0 0 MS CHRISTINE OJILE 1.0 X 0 0 0 SR MARY FRANCES JOHNSON CSJ 1.0 X 0 0 0 MS ANA VALDEZ 1.0 X 0 0 0 MR RONALD SLEPITZA 40.0 X 278605 0 29307 MR PAUL BOOKMEYER 40.0 X 97380 0 25813 SR MARIE JOAN HARRIS CSJ 40.0 X 115000 0 11978 MR EDWIN HARRIS 40.0 X 110617 0 18369 MR RICHARD WOODALL 40.0 X 105951 0 10873 707553 0 96340 4 false true false GREAT WESTERN DINING SERVICE INC FOOD SERVICE 755817 SERVICE PLUS CLEANING SERVICE 387568 PUENTE MARKETING COMMUNICATIONS ADVERTISING SERVICE 632735 MAXAM CONSTRUCTION CONTRACTOR SERVICE 490198 C A ENTERPRISES CONTRACTOR SERVICE 199737 8 343067 42624 2832234 45596 3217925 TUITION AND FEES 611600 27234113 27234113 RESIDENT HALL INCOME 611710 1209068 1209068 28443181 111895 111895 0 0 598060 550196 47864 47864 47864 37170 343067 59148 -21978 -21978 0 777410 670712 106698 106698 FOOD SERVICE INCOME 611710 1035805 1035805 MISCELLANEOUS REVENUE 900099 335344 335344 1371149 33276734 28443181 0 1615628 0 8373908 8373908 0 0 454681 454681 0 10738610 8798527 1618456 321627 436104 336522 84405 15177 1760420 1453317 260298 46805 814223 628300 157587 28336 0 40871 40871 94002 94002 0 58447 58447 0 1624342 1278890 193257 152195 1195483 1155877 39606 971635 810299 142369 18967 0 0 665790 532632 133158 330098 282783 40922 6393 0 211502 114848 83576 13078 385377 308302 77075 0 1602875 1282300 320575 189351 151481 37870 DUES AND SUBSCRIPTIONS 135429 55306 76443 3680 REPAIRS AND MAINTENANCE 349978 276962 73016 RECRUITMENT 63276 63276 BAD DEBT EXPENSE 113262 113262 BOARD PLAN 605879 605879 359341 359291 50 31574884 26376083 4534046 664755 1424017 517575 134389 84565 1119049 1036128 806235 1022798 203231 176159 292201 193884 36158033 13935391 20800128 22222642 5887706 7301938 1337686 1284691 564692 5889426 32569334 39729806 1895633 2433635 767411 776304 3410000 10985000 4900000 1200000 1060373 1060373 1937732 2034147 13971149 18489459 X 10218248 11111813 1080874 2396232 7299063 7732302 18598185 21240347 32569334 39729806 X 1701850 940312 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5978099 458311 1104726 257667 51212 48779 7183478 5742332 234529 485573 392557 48001 43777 5978099 6565418 184116 -806779 127315 20906 52202 5742332 0.00000 0.99562 0.00438 false false false 198124 198124 27301860 10776236 16525624 3323230 630057 2693173 3060279 1424084 1636195 2274540 1105014 1169526 22222642 BOND ISSUANCE COST 313196 UNEXPENDED BOND PROCEEDS 5576230 5889426 0 STUDENT DEPOSITS 230901 GOVT LOAN OBLIGATIONS 1431851 CAPITAL LEASE OBLIGATIONS 371395 2034147 33276734 31574884 1701850 940312 940312 2642162 26572998 940312 729860 1670172 24902826 8373908 8373908 33276734 23930836 729860 729860 23200976 8373908 8373908 31574884 INTENDED USE OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT FUNDS ARE PRIMARILY USED FOR SCHOLARSHIPS AND PROGRAM SUPPORT. FIN 48 DISCLOSURE SCHEDULE D, PART X, LINE 2 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. RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS SCHEDULE D, PART XII, LINE 2D COST OF GOODS SOLD $ 670,712 FUNDRAISING EVENT EXPENSES $ 59,148 ----------- $ 729,860 RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS SCHEDULE D, PART XII, LINE 4B SCHOLARSHIPS AND GRANTS $ 8,373,908 RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS SCHEDULE D, PART XIII, LINE 2D COST OF GOODS SOLD $ 670,712 FUNDRAISING EVENT EXPENSES $ 59,148 ----------- $ 729,860 RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS SCHEDULE D, PART XIII, LINE 4B SCHOLARSHIPS AND GRANTS $ 8,373,908 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE POLICY IS INCLUDED IN THE STUDENT HANDBOOK, AVAILABLE THROUGHOUT CAMPUS. THE UNIVERSITY ALSO RUNS ADVERTISEMENTS IN THE LOCAL NEWSPAPER PUBLICIZING THEIR NONDISCRIMINATION POLICY. SCHEDULE E, PART I, LINE 6A FEDERAL FINANCIAL AID X X X X X X X true JF ENTERPRISES FUNDRAISING PROJECTS false 1654685 58447 1596238 1654685 58447 1596238 KS MO STEER DINNER 380237 343067 37170 59148 59148 0 380237 343067 37170 59148 59148 59148 -21978 true INSTITUTIONAL FINANCIAL AID 992 8373908 MONITORING OF GRANTS SCHEDULE I, PART I, LINE 2 ALL GRANTS ARE INSTITUTIONAL FINANCIAL AID AND APPLIED DIRECTLY TO THE STUDENY'S ACCOUNT BY THE UNIVERSITY. X X true true X X X false false false false false false false false false MR RONALD SLEPITZA 196363 0 20000 0 62242 0 10152 0 19155 0 307912 0 0 0 OTHER FORMS OF COMPENSATION SCHEDULE J, PART I, LINES 1A, 1B, & 2 HOUSING ALLOWANCE AND CLUB DUES ARE PROVIDED TO RONALD SLEPITZA, PRESIDENT, AND ALL AMOUNTS ARE INCLUDED IN HIS W-2 AS COMPENSATION. Avila University 440617326 2011-06-01 17600000 CAPITAL IMPROVEMENTS false false false 0 3300000 17600000 0 0 0 313197 0 0 137880 2092786 11756137 2012 false true false true false false false false true 0.00000 0.00000 0.00000 true true true false false false false X VAR. PROP 118 45596 FMV false true false NUMBER OF CONTRIBUTIONS SCHEDULE M, PART I, COLUMN B THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS DURING THE YEAR. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 AVILA UNIVERSITY, A CATHOLIC UNIVERSITY SPONSORED BY THE SISTERS OF ST. JOSEPH OF CARONDELET, IS A VALUES-BASED COMMUNITY OF LEARNING PROVIDING LIBERAL ARTS, PROFESSIONAL, UNDERGRADUATE AND GRADUATE EDUCATION TO PREPARE STUDENTS FOR RESPONSIBLE LIFELONG CONTRIBUTIONS TO THE GLOBAL COMMUNITY. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTNG FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS ARE ADDRESSED AND CORRECTIONS MADE. THE 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND ANY QUESTIONS ARE ADDRESSED PRIOR TO FILING. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C AVILA UNIVERSITY EMPLOYEES AND BOARD OF TRUSTEES SHOULD MAKE DECISIONS AND TAKE ACTION IN A MANNER WHICH PROMOTES THE BEST INTERESTS OF AVILA UNIVERSITY AND AVOID THE PROSPECT OR APPEARANCE OF A CONFLICT OR DUALITY OF INTEREST. AT THE TIME OF EMPLOYMENT (OR ELECTION IN THE CASE OF A BOARD MEMBER) AND ANNUALLY THEREAFTER, AVILA UNIVERSITY PROVIDES TO THE BOARD AND TO ALL EXECUTIVE OFFICERS AND KEY ADMINISTRATIVE STAFF, A COPY OF THE CONFLICT OF INTEREST POLICY AND THE APPLICABLE CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE. THE FORMS ARE COMPILED AND A REPORT OF THE RESULTS IS THEN SUBMITTED TO THE BOARD. IF THERE IS A CONFLICT THE INDIVIDUAL WITH A CONFLICT ABSTAINS FROM VOTING. COMPENSATION REVIEW FORM 990, PART VI, SECTION B, LINES 15A & 15B LINE 15A: THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S SALARY ANNUALLY AT THE TIME OF THE RENEWAL OF THE PRESIDENT'S CONTRACT, USING SURVEY DATA AND APPROVAL BY THE BOARD OF TRUSTEES. LINE 15B: SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND COMPARED AGAINST HR AND SURVEY DATA ANNUALLY BY THE HR DEPARTMENT AND THE PRESIDENT. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THEIR AUDITED FINANCIAL STATEMENTS TO GUIDESTAR FOR PUBLIC INSPECTION. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 5 UNREALIZED GAINS $ 940,312