2012-04-16T08:54:58-04:00 2011-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2010-07-01 362167804 NATIONAL LOUIS UNIVERSITY NATI 8479475580 1000 CAPITOL DRIVE WHEELING IL 60090 KENT KAY 2012-05-15 Joyce A Dulworth 2604604000 2010 2016-02-24 21:20:13Z KENT KAY 122 S MICHIGAN AVE CHICAGO IL 60603 130599273 false X www.nl.edu X 1912 IL NATIONAL LOUIS UNIVERSITY PROVIDES ACCESS TO QUALITY HIGHER EDUCATION THAT NURTURES OPPORTUNITY FOR STUDENTS THROUGH INNOVATIVE TEACHING, SCHOLARSHIP, COMMUNITY ENGAGEMENT, AND SERVICE EXCELLENCE. 18 18 1599 21 0 0 6328038 9751725 84411534 76591248 697747 3388349 399253 383896 91836572 90115218 3812108 3100637 0 0 52282457 51394981 0 0 1583121 32174375 36938926 88268940 91434544 3567632 -1319326 109186021 109990233 54077994 54495429 55108027 55494804 NATIONAL LOUIS UNIVERSITY'S MISSION IS TO DEVELOP HIGHLY COMPETENT AND HUMANE INDIVIDUALS TO SERVE AND LEAD IN AN INCREASINGLY DIVERSE AND GLOBAL SOCIETY. CENTRAL TO THIS MISSION IS A COMMITMENT TO LIFE-LONG AND ACTIVE ENGAGEMENT IN LEARNING. AS AN INDEPENDENT, NOT-FOR-PROFIT UNIVERSITY THAT VALUES TEACHING, NLU LINKS TESTED THEORY AND PRACTICE WITH THE ON-GOING EXPERIENCES OF ITS STUDENTS. false false 70368736 3100637 76975144 Instruction - The University served the following number of students in its various programs of instruction: National College of Education - 4,904 College of Arts and Sciences - 1,773 College of Management and Business - 1,066 No College Designated - 2,030 Total - 9,773 8604608 Public Service - The University provides a number of educational and cultural programs for the general community. 78973344 true true false false false false false false false true true false false false true false true false true true true false true false false false false false true true false false false false false false false false false false false false false true false false false false true 153 0 true 1599 true false false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false X MARTY MICKEY CONTROLLER 8479475580 1000 CAPITOL DRIVE WHEELING IL 60090 RICHARD M ROSS JR 1.0 X 0 0 0 MARGARET L MORELAND 1.0 X 0 0 0 DOUGLAS D RYAN 1.0 X 0 0 0 JOSEPH M KUNZE 1.0 X 0 0 0 HENRY B BETTS MD 1.0 X 0 0 0 SHANNON A BROWN 1.0 X 0 0 0 MARK A CHUDZINSKI 1.0 X 0 0 0 GARY S FEINERMAN 1.0 X 0 0 0 BRIAN G HANESSIAN 1.0 X 0 0 0 DAVID A HELFAND 1.0 X 0 0 0 RHONDA L HOPPS 1.0 X 0 0 0 R TIGHE MAGNUSON 1.0 X 0 0 0 ROXANE MCLEAN 1.0 X 0 0 0 KATHLEEN P NIXON 1.0 X 0 0 0 JULIAN G POSADA 1.0 X 0 0 0 RUSSELL J RIENDEAU PH D 1.0 X 0 0 0 SHEILA T ROMANO EDD 1.0 X 0 0 0 ROBIN M STEANS 1.0 X 0 0 0 MARIO M TRICOCI 1.0 X 0 0 0 ESTELLE G WALGREEN 1.0 X 0 0 0 GREGORY A WHITE 1.0 X 0 0 0 NIVINE MEGAHED PHD 40.0 X 338868 0 31522 GEORGE LITMAN 40.0 X X 205361 0 33393 DOUGLAS K KAY 40.0 X X 188221 0 27918 CHRISTINE QUINN 40.0 X 0 0 0 KATHLEEN WALSH 40.0 X 131060 0 16086 JAMES BRITT 40.0 X 178264 0 25607 THOMAS BERGMANN 40.0 X 146803 0 29241 JOSELYN ZIVIN VP OF MKTG COMM 40.0 X 68159 0 11811 BOBBI BIRINGER INTERIM VP OF 40.0 X 0 0 0 ROBERT HILLER ASSOC VP OF 40.0 X 58330 0 4187 GEORGE VALCOURT INTERIM VP OF 40.0 X 93738 0 14229 WILLIAM ROBERTS 40.0 X 136051 0 18671 MCCEIL JOHNSON EXECUTIVE DIRECTOR 40.0 X 95686 0 16268 MARTY MICKEY 40.0 X 94854 0 35082 CHRIS MULTHAUF 40.0 X 175260 0 33721 COSTAS SPIROU 40.0 X 145569 0 24711 CHRISTOPHER DAVIS 40.0 X 135785 0 27386 DIANE GERMAN 40.0 X 132270 0 29650 PAULA BLOOM 40.0 X 131361 0 27824 JEANNE HARTIG 40.0 X 112332 0 9976 2567972 0 417283 32 true true false SUNGARD HIGHER EDUCATION 300 MAITLAND CENTER PKWY MAITLAND FL 32751 IT SERVICES 4279668 ACADEMY FOR URBAN SCHOOL LEADERSHIP 3400 N AUSTIN AVE CHICAGO IL 606344229 TEACHING SERVICES 2347665 CONROY MEDIA 6713 KINGERY HIGHWAY WILLOWBROOK IL 60527 ADVERTISING 1417793 IKON OFFICE SOLUTIONS PO BOX 534777 ATLANTA GA 30353 COPY/MAIL RM SERVICE 993186 SNR DENTON US LLP 233 S WACKER DR 7800 CHICAGO IL 606066404 LEGAL SERVICES 762832 12 7427722 2324003 9751725 TUITION AND FEES 611710 75136357 75136357 SALES AND SERVICES OF EDUCATIONAL ACTIVITIES 611710 1454891 1454891 76591248 765880 765880 0 0 380871 448975 -68104 -68104 -68104 42631402 26147 40026080 9000 2605322 17147 2622469 2622469 0 0 0 0 AUXILIARY ENTERPRISES 721000 376195 376195 OTHER 900099 75805 75805 452000 90115218 76975144 0 3388349 0 3094810 3094810 5827 5827 0 2351250 717566 1439538 194146 0 38132134 33631460 3716371 784303 1866549 1629888 195705 40956 6118045 5395739 596434 125872 2927003 2555885 306893 64225 0 847512 847512 98078 98078 0 0 0 6384752 5538354 771461 74937 2170865 2115419 47740 7706 304192 159910 135253 9029 4557751 4488214 57419 12118 0 9480438 9067374 352581 60483 1007497 910822 71540 25135 0 906599 739569 116617 50413 526475 462295 52996 11184 0 2823585 2479379 284224 59982 374218 330070 36455 7693 INSTRUCTIONAL MATERIALS 910800 910800 OTHER 2798772 1730158 1029409 39205 EMPLOYEE SEPARATION EXPENSE 3070072 3009805 44533 15734 PLEDGE REVALUATION 677320 677320 91434544 78973344 10878079 1583121 14908628 14738113 918000 251566 15806722 14129763 1408454 1347579 36946 34612 1495132 2107641 71113320 23655205 49136672 47458115 23028808 27254243 2446659 2668601 109186021 109990233 11633782 14962296 12338762 10427683 28900000 27900000 1205450 1205450 54077994 54495429 X 42528334 41766840 3509979 4428443 9069714 9299521 55108027 55494804 109186021 109990233 X -1319326 1706103 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25105280 229807 4453993 445667 29343413 22925401 336778 2213258 370157 25105280 25909244 -2541253 442590 22925401 0.62000 0.38000 0.00000 false false 1504611 1504611 39527515 8323318 31204197 8535032 3837007 4698025 10467781 7315909 3151872 11078381 4178971 6899410 47458115 0 ADVANCE FROM GOVERNMENT - PERKINS LOAN PROGRAM 1205450 1205450 90115218 91434544 -1319326 1706103 1706103 386777 89169660 1706103 448976 2155079 87014581 3100637 3100637 90115218 85035491 448976 448976 84586515 6848029 6848029 91434544 SCHEDULE D PART V The University's endowment assets include assets that are characterized as permanently restricted and quasi-endowment. Spending of income from the permanently restricted endowment is restricted to those designations as provided by the donor of the permanently restricted fund. Spending of income from the quasi-endowment is designated by the University's Board of Trustees and helps to fund the operations of the University. PART XII, LINE 2D Expenses of -$448,976 related to the University's rental income activities were included in the expenses section of the University's Statements of Activities. PART XII, LINE 4B Student Financial Aid in the amount of $3,100,637 was included in the income section of the University's Statements of Activities. PART XIII, LINE 2D Expenses of -$448,976 related to the University's rental income activities were included in the expenses section of the University's Statements of Activities. PART XIII, LINE 4B Student Financial Aid in the amount of $3,100,637 was included in the income section of the University's Statements of Activities, and Employee Separation Expense in the amount of $3,070,072 and Loss on Pledge Revaluation in the amount of $677,320 were included in "Other" items in the University's Statements of Activities. PART X, LINE 2 FIN 48 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. true true true true true true true false false false false false false false false true false true PART I, LINE 3 THE UNIVERSITY CUSTOMARILY DRAWS THE MAJORITY OF ITS STUDENTS FROM THE LOCAL COMMUNITIES IT SERVES AND IT FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS WHICH IS INCLUDED IN THE UNIVERSITY'S CATALOGS AND ADMISSION AND APPLICATION INFORMATION. FURTHER, THE UNIVERSITY'S PROMOTIONAL ACTIVITIES AND RECRUITING EFFORTS ARE REASONABLY DESIGNED TO INFORM STUDENTS OF ALL RACIAL SEGMENTS IN THE COMMUNITIES IT SERVES OF THE PROGRAMS THAT IT HAS AVAILABLE. PART I, LINE 6A The University participates in student aid programs provided by the federal government. Europe (Including Iceland and Greenland) 1 1 Program Services INSTRUCTION 29174 1 1 1 1 29174 29174 STUDENT FINANCIAL AID Europe/Iceland/Greenland 1 5827 SCHOLARSHIP false false true true false false SCHEDULE F PART I, LINE 3 NATIONAL LOUIS UNIVERSITY (NLU) HAS AN AGREEMENT WITH AN EDUCATIONAL INSTITUTION IN NOWY SACZ, POLAND, WYZSZA SZKOLA BIZNESU - NATIONAL LOUIS UNIVERSITY (WSB-NLU), WHEREBY NLU PROVIDES WSB-NLU WITH CURRICULUM FOR CERTAIN OF ITS CLASSES WHICH IT UTILIZES IN ITS TEACHINGS AND EDUCATIONAL INSTRUCTION. CERTAIN WSB-NLU STUDENTS MAY BE AWARDED DUAL DEGREES FROM NLU AND WSB-NLU UPON GRADUATION, DEPENDING ON THE EDUCATIONAL TRACK THAT THEY UTILIZE. NLU ACHIEVES OVERSIGHT OF THE USE OF ITS CURRICULUM AT WSB-NLU BY EMPLOYING AN NLU EMERITUS FACULTY MEMBER AS ON-SITE LIAISON AT WSB-NLU; THROUGH PHONE CONFERENCES HELD AT LEAST ONCE PER MONTH BETWEEN THE PROREKTOR (PROVOST) OF WSB-NLU AND THE PROVOST OR PROVOST'S DESIGNEE AT NLU; AND THROUGH IN-PERSON VISITS TO WSB-NLU AT LEAST ONCE PER YEAR BY NLU'S PROVOST OR PRESIDENT. true STUDENT FINANCIAL AID 1791 3094810 SCHEDULE I PART I, LINE 2 THE UNIVERSITY HAS A POST-GRANT AWARDS DEPARTMENT WHOSE RESPONSIBILITY IS TO REVIEW EACH EXPENDITURE MADE TO A GRANT RELATED ACTIVITY FOR ITS CONFORMITY WITH THE RULES AND REGULATIONS OF THE GRANT. THIS DEPARTMENT ALSO PREPARES ALL FINANCIAL REPORTS AS MAY BE REQUIRED BY THE GRANTING AGENCIES DOCUMENTING THE ACTIVITY WITHIN THE GRANT AND THE UNIVERSITY'S CONFORMITY WITH THE RULES AND REGULATIONS OF THE GRANT. X true true X X X X X X false false false false false false false false false NIVINE MEGAHED PHD 265850 50000 0 23018 0 20296 0 11226 0 370390 0 0 0 GEORGE LITMAN 184802 0 16500 0 4059 0 15796 0 17597 0 238754 0 0 0 DOUGLAS K KAY 187963 0 0 0 258 0 15986 0 11932 0 216139 0 0 0 JAMES BRITT 177502 0 0 0 762 0 14976 0 10631 0 203871 0 0 0 THOMAS BERGMANN 146713 0 0 0 90 0 11878 0 17363 0 176044 0 0 0 WILLIAM ROBERTS 135441 0 0 0 610 0 10457 0 8214 0 154722 0 0 0 CHRIS MULTHAUF 175002 0 0 0 258 0 14976 0 18745 0 208981 0 0 0 COSTAS SPIROU 132384 0 0 0 13185 0 5723 0 18988 0 170280 0 0 0 CHRISTOPHER DAVIS 135725 0 0 0 60 0 0 0 27386 0 163171 0 0 0 DIANE GERMAN 131712 0 0 0 558 0 10680 0 18970 0 161920 0 0 0 PAULA BLOOM 130965 0 0 0 396 0 10560 0 17264 0 159185 0 0 0 JEANNE HARTIG 98876 0 0 0 13456 0 3589 0 6387 0 122308 0 0 0 SCHEDULE J PART I, LINE 1A THE UNIVERSITY HAS A MEMBERSHIP IN A LOCAL SOCIAL CLUB THAT IS IN THE PRESIDENT'S NAME WHICH IS FOR THE PURPOSE OF HELPING PROMOTE AND CONDUCT BUSINESS ON BEHALF OF THE UNIVERSITY. THE SOCIAL CLUB MEMBERSHIP IS USED 100 PERCENT FOR BUSINESS AND THE PRESIDENT USES THE ACCOUNTABLE PLAN RULES FOR DOCUMENTING THE BUSINESS USE. FORM 990, PART VI LINE 11B THE PREPARATION AND REVIEW PROCESS FOLLOWED BY THE UNIVERSITY WITH RESPECT TO THE FORM 990 IS AS FOLLOWS: THE 990 IS PREPARED BY THE UNIVERSITY'S CONTROLLER AND REVIEWED FOR ACCURACY AND COMPLETENESS BY THE UNIVERSITY'S VICE PRESIDENT OF FINANCE AND ADMINISTRATION AND AN INDEPENDENT CPA FIRM. A COPY IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI LINE 12C THE UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY UNDER WHICH THE UNIVERSITY'S TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST TO THE PRESIDENT'S OFFICE THAT THEY MAY HAVE WITH THE UNIVERSITY. NO CONFLICTS OF INTEREST WERE DISCLOSED. IF A CONFLICT OF INTEREST WAS DISCLOSED, THE PERSON WITH THE CONFLICT WOULD RECUSE THEMSELVES FROM ANY DISCUSSION REGARDING THE PERTINENT ITEM. FORM 990, PART VI LINE 15 A & B THE UNIVERSITY'S BOARD OF TRUSTEES HAS A PERFORMANCE AND COMPENSATION SUB-COMMITTEE WHO HAS THE RESPONSIBILITY AND AUTHORITY TO REVIEW AND APPROVE ALL CURRENT AND FUTURE COMPENSATION MATTERS FOR MEMBERS OF THE UNIVERSITY'S LEADERSHIP TEAM. COMPENSATION MATTERS INCLUDE, BUT ARE NOT LIMITED TO BASE PAY, BONUS OR INCENTIVE PAY, DEFERRED COMPENSATION, FRINGE BENEFITS, EMPLOYMENT AGREEMENTS AND SEVERANCE PAY. THE COMMITTEE APPROVES THE COMPENSATION PROVIDED TO EACH OF THE UNIVERSITY'S OFFICERS BASED ON A REVIEW OF PERFORMANCE AND COMPARABLE DATA. LINE 19 NATIONAL LOUIS UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI LINE 5 UNREALIZED GAIN ON INVESTMENTS: $1,706,103 SENOUR CHARITABLE REMAINDER TRUST 6100 W 96TH ST SUITE 120 INDIANAPOLIS IN 46278 367053999 CRT IL NLU TRUST false false false false false false false false false false false false false false false false false false