LEWIS UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS UNIVERSITY (EIN 36-2167773)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-30
- IRS object ID
- 201243049349300444
- Schema version
- 2011v1.2
- 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 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 | 2012-10-30T13:39:41-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362985770 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELDEN FOX LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 ENTERPRISE DRIVE | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 605238835 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167773 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEWI | NameControl |
| Phone | 8158380500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PARKWAY | AddressLine1 |
| City | ROMEOVILLE | City |
| State | IL | State |
| ZIP Code | 60446 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT C DEROSE | Name |
| Title | SENIOR VICE PRESIDENT | Title |
| Phone | 8158365202 | Phone |
| Date Signed | 2012-10-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET MCGINNIS | Name |
| PTIN | P00284587 | PTIN |
| Phone | 6309541400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BROTHER JAMES GAFFNEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PARKWAY | AddressLine1 |
| City | ROMEOVILLE | City |
| State | IL | State |
| ZIP Code | 60446 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 156826412 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 7204 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LEWISU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1934 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | LEWIS UNIVERSITY, GUIDED BY ITS CATHOLIC AND LASALLIAN HERITAGE, PROVIDES TO A DIVERSE STUDENT POPULATION PROGRAMS FOR A LIBERAL AND PROFESSIONAL EDUCATION GROUNDED IN THE INTERACTION OF KNOWLEDGE AND FIDELITY IN THE SEARCH FOR TRUTH. LEWIS PROMOTES THE DEVELOPMENT OF THE COMPLETE PERSON THROUGH THE PURSUIT OF WISDOM AND JUSTICE. FUNDAMENTAL TO ITS MISSION IS A SPIRIT OF ASSOCIATION WHICH DEVELOPS COMMUNITY IN ALL TEACHING, LEARNING AND SERVICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2128 | TotalNbrEmployees |
| Total Nbr Volunteers | 900 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18288683 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19854800 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 118990958 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 125595205 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1335138 | InvestmentIncomePriorYear |
| Investment Income Current Year | 284096 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1592955 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1625365 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 137537458 | TotalRevenuePriorYear |
| Total Revenue Current Year | 147359466 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 37650008 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 40962841 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 56721582 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 60968825 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 80622 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 119468 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1638686 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 34568263 | OtherExpensePriorYear |
| Other Expenses Current Year | 37827784 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 129020475 | TotalExpensesPriorYear |
| Total Expenses Current Year | 139878918 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8516983 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7480548 | RevenuesLessExpensesCY |
| Total Assets BOY | 179938489 | TotalAssetsBOY |
| Total Assets EOY | 215099848 | TotalAssetsEOY |
| Total Liabilities BOY | 107792022 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 136975797 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 72146467 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 78124051 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE MISSION STATEMENT ON PAGE 1, PART I, LINE 1 (CONTINUED ON SCHEDULE O) | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 125354453 | Expense |
| Grants | 40962841 | Grants |
| Revenue | 127487328 | Revenue |
| Description | THE UNIVERSITY PROVIDES POST SECONDARY EDUCATION AND TRAINING TO STUDENTS. PROGRAM SERVICE COSTS INCLUDE INSTRUCTORS SALARIES AND RESIDENCE HALL AND RELATED OPERATIONAL EXPENSES. APPROXIMATELY 6,500 STUDENTS ATTENDED THE SCHOOL DURING THIS PERIOD. | Description |
| Total Program Service Expense | 125354453 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | 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 | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | 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 | 134 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2128 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| 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 | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT C DEROSE CPA VP-BUSINESS | NamePerson |
| Telephone Number | 8158365201 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PARKWAY | AddressLine1 |
| City | ROMEOVILLE | City |
| State | IL | State |
| ZIP Code | 60446 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| BROTHER MILTON BARKERFSC | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| ROBERT BECKMAN | |||||||||
| TREASURER | 0.00 | X | 0 | 0 | 0 | ||||
| MICHAEL BLAKE | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| JOHN BRETT | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| JANE CONDON | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| BROTHER KEVIN CONVEYFSC | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| BROTHER PATRICK CONWAYFSC | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| BR DOMINIC EHRMANTRAUT FSC | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| TIMOTHY FERRARELL | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| KENNETH GABRIEL | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| BR DAVID GALINSKI FSC | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| MOHRA GAVANKAR | |||||||||
| SECRETARY | 0.00 | X | 0 | 0 | 0 | ||||
| JAMES GOODWIN | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| JAMES HARVEY | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| CLIFTON KELLY | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| JAMES LAGRIPPE | |||||||||
| CHAIRMAN | 0.00 | X | 0 | 0 | 0 | ||||
| ANDREW LANGERT | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| WILLIAM LORENZ | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| BARBARA J MARTIN | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| GREGORY MARUSZAK | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| CHERILYN MURER | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| MARK OLSON | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| MICHAEL PARKER | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| ROBERT PLUTH JR | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| EDWARD PRODEHL | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| SR MARY REAP IHM | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| ELAINE RUETTIGER | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| WILLIAM RYBAK | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| EDUARDO SANCHEZ | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| GLORIA SANTONA | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| BR JOSEPH SAURBIER FSC | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| BR LARRY SCHATZ FSC | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| RUSS SMYTH | |||||||||
| VICE CHAIR | 0.00 | X | 0 | 0 | 0 | ||||
| LOWELL STAHL | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| JOEL STAVA | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| DENNIS TONELLI | |||||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||||
| BROTHER JAMES GAFFNEY FSC COMPENSAT | |||||||||
| PRESIDENT | 40.00 | 0 | 0 | 0 | X | ||||
| WAYNE DRAUDT | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 206134 | 0 | 31385 | X | ||||
| STEPHANY SCHLACTER | |||||||||
| PROVOST | 40.00 | 205717 | 0 | 31273 | X | ||||
| ROBERT DEROSE | |||||||||
| SENIOR VP - BUSINESS/FACILITIES | 40.00 | 185285 | 0 | 29796 | X | ||||
| RAMI KHASAWNEH | |||||||||
| DEAN, COLLEGE OF BUSINESS | 40.00 | 181468 | 0 | 29853 | X | ||||
| LAWRENCE HILL | |||||||||
| PROFESSOR, COLLEGE OF BUSI | 40.00 | 144738 | 0 | 16966 | X | ||||
| EVEANN LOVERO | |||||||||
| PROFESSOR, COLLEGE OF BUSI | 40.00 | 139832 | 0 | 16736 | X | ||||
| RAYMOND KLUMP | |||||||||
| PROFESSOR, MATH/COMPUTER SCIENCE | 40.00 | 138059 | 0 | 27032 | X | ||||
| ROBERT ATRA | |||||||||
| PROFESSOR, COLLEGE OF BUSI | 40.00 | 140323 | 0 | 27011 | X | ||||
| RAYMOND KENELLY | |||||||||
| FORMER VP OF ENROLLMENT | 40.00 | 185285 | 0 | 19631 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1526841 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 229683 | TotalOtherCompensation |
| Number Individuals GT100 K | 60 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER CANFIELD PADDOCK AND STONE P | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W WASHINGTON SUITE 2600 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | LEGAL SERVICES | DescriptionOfServices |
| Compensation | 198708 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 401748 | FundraisingEvents |
| Government Grants | 14095756 | GovernmentGrants |
| All Other Contributions | 5357296 | AllOtherContributions |
| Noncash Contributions | 127041 | NoncashContributions |
| Total Contributions | 19854800 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STUDENT TUITION AND FE | 900099 | 113963969 | 113963969 |
| STUDENT HOUSING | 611710 | 7862307 | 7862307 |
| STUDENT MEAL PLANS | 611710 | 3768929 | 3768929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 125595205 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 547353 | TotalRevenueColumn |
| Exclusion | $547,353 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8837256 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9100513 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -263257 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -263257 | TotalRevenueColumn |
| Exclusion | -$263,257 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 99675 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 401748 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 366433 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -266758 | TotalRevenueColumn |
| Exclusion | -$266,758 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS | 900099 | 984529 | 984529 |
| AVIATION SERVICES | 611710 | 698896 | 698896 |
| CONFERENCING | 900099 | 208698 | 208698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1892123 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 147359466 | TotalRevenueColumn |
| Related Or Exempt Function Income | 127487328 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $17,338 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40962841 | Total |
| Program Services | 40962841 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1198087 | Total |
| Program Services | 387467 | ProgramServices |
| Management And General | 810620 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45103990 | Total |
| Program Services | 39738673 | ProgramServices |
| Management And General | 4404299 | ManagementAndGeneral |
| Fundraising | 961018 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2399160 | Total |
| Program Services | 2120769 | ProgramServices |
| Management And General | 227006 | ManagementAndGeneral |
| Fundraising | 51385 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8953090 | Total |
| Program Services | 7848210 | ProgramServices |
| Management And General | 927799 | ManagementAndGeneral |
| Fundraising | 177081 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3314498 | Total |
| Program Services | 2876355 | ProgramServices |
| Management And General | 369199 | ManagementAndGeneral |
| Fundraising | 68944 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181877 | Total |
| Management And General | 181877 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66760 | Total |
| Management And General | 66760 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119468 | Total |
| Fundraising | 119468 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15235 | Total |
| Management And General | 15235 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1038039 | Total |
| Program Services | 979949 | ProgramServices |
| Management And General | 58090 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5983461 | Total |
| Program Services | 4610808 | ProgramServices |
| Management And General | 1353382 | ManagementAndGeneral |
| Fundraising | 19271 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1946926 | Total |
| Program Services | 1946926 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1070509 | Total |
| Program Services | 1017498 | ProgramServices |
| Management And General | 26317 | ManagementAndGeneral |
| Fundraising | 26694 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1549030 | Total |
| Program Services | 1426415 | ProgramServices |
| Management And General | 122615 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6592200 | Total |
| Program Services | 6563339 | ProgramServices |
| Management And General | 24061 | ManagementAndGeneral |
| Fundraising | 4800 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 785447 | Total |
| Program Services | 188580 | ProgramServices |
| Management And General | 596867 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACTED SERVICES | 11428597 | 9975386 | 1248398 | 204813 |
| OTHER EXPENSE | 2274557 | 1834741 | 434604 | 5212 |
| OTHER DIRECT EXPENSE | 1786619 | 1750340 | 36279 | 0 |
| BAD DEBT EXPENSE | 1283158 | 0 | 1283158 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1825369 | Total |
| Program Services | 1126156 | ProgramServices |
| Management And General | 699213 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139878918 | Total |
| Program Services | 125354453 | ProgramServices |
| Management And General | 12885779 | ManagementAndGeneral |
| Fundraising | 1638686 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9469318 | BOY |
| EOY | 15561432 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1099942 | BOY |
| EOY | 984968 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54930851 | BOY |
| EOY | 59283627 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 624148 | BOY |
| EOY | 600461 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 165891195 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 70510183 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72884679 | BOY |
| EOY | 95381012 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40929551 | BOY |
| EOY | 43288348 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179938489 | BOY |
| EOY | 215099848 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11817073 | BOY |
| EOY | 11435446 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50808710 | BOY |
| EOY | 54943552 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41325000 | BOY |
| EOY | 64635000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3841239 | BOY |
| EOY | 5961799 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107792022 | BOY |
| EOY | 136975797 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52224144 | BOY |
| EOY | 55826855 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14300405 | BOY |
| EOY | 16300814 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5621918 | BOY |
| EOY | 5996382 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72146467 | BOY |
| EOY | 78124051 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179938489 | BOY |
| EOY | 215099848 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 7480548 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1502964 | ReconcilationOtherChanges |
| 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 | 39831324 | BeginningOfYearBalance |
| Contributions | 508044 | Contributions |
| Investment Earnings Or Losses | 869868 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 379629 | GrantsOrScholarships |
| End Of Year Balance | 40829607 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34755517 | BeginningOfYearBalance |
| Contributions | 972928 | Contributions |
| Investment Earnings Or Losses | 4436329 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 333450 | GrantsOrScholarships |
| End Of Year Balance | 39831324 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35027556 | BeginningOfYearBalance |
| Contributions | 669681 | Contributions |
| Investment Earnings Or Losses | -609182 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 298202 | GrantsOrScholarships |
| Administrative Expenses | 34336 | AdministrativeExpenses |
| End Of Year Balance | 34755517 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43327204 | BeginningOfYearBalance |
| Contributions | 1611681 | Contributions |
| Investment Earnings Or Losses | -9615345 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 262342 | GrantsOrScholarships |
| Administrative Expenses | 33642 | AdministrativeExpenses |
| End Of Year Balance | 35027556 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.74380 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.14690 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10930 | TermEndowmentEOYBalance |
| 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 | 926647 | OtherCostOrOtherBasis |
| Book Value | 926647 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 112440896 | OtherCostOrOtherBasis |
| Depreciation | 41544288 | Depreciation |
| Book Value | 70896608 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 709570 | OtherCostOrOtherBasis |
| Depreciation | 348567 | Depreciation |
| Book Value | 361003 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33103022 | OtherCostOrOtherBasis |
| Depreciation | 24182696 | Depreciation |
| Book Value | 8920326 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18711060 | OtherCostOrOtherBasis |
| Depreciation | 4434632 | Depreciation |
| Book Value | 14276428 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 95381012 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| TRUST STOCK FUNDS | 3678654 | F |
| OTHER INVESTMENTS | 426088 | F |
| LAND | 11210000 | F |
| NORTHERN TRUST TRUST STOCK FUNDS | 25390907 | F |
| MAKENA INVESTMENT FUND | 2582699 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 43288348 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS HELD FOR OTHERS | $142,905 |
| SWAP LIABILITY | $5,511,723 |
| STUDENT AND OTHER DEPOSITS | $307,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5961799 | TotalOfAmounts |
| Total Revenue | 147359466 | TotalRevenue |
| Total Expenses | 139878918 | TotalExpenses |
| Excess Or Deficit For Year | 7480548 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 597562 | NetUnrealizedGLOnInvestments |
| Other | -$2,100,526 | OtherAmount |
| Total Adjustments | -1502964 | TotalAdjustments |
| Excess Or Deficit Per FS | 5977584 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 146552614 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 597562 | NetUnrealizedGainsInvestments |
| Other Revenues | -1770847 | OtherRevenues |
| Revenue Not Rptd F990 | -1173285 | RevenueNotRptdF990 |
| Revenue Subtotal | 147725899 | RevenueSubtotal |
| Other Revenues Not Included | -366433 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -366433 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 147359466 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 140575030 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 696112 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 696112 | ExpensesNotRptdF990 |
| Expenses Subtotal | 139878918 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 139878918 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS AND SPECIFIC ACADEMIC PROGRAM SUPPORT WHERE THE OPERATING FUNDS ARE NOT AVAILABLE. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COLLEGE WORK-STUDY MATCHING GRANT 329,679. UNREALIZED LOSS ON INTEREST RATE SWAP AGREEMENT LIABILITY -2,100,526. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSE NETTED WITH REVENUE ON 990, SHOWN GROSS ON AUDITED FINANCIAL STATEMENTS -366,433. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COLLEGE WORK-STUDY MATCHING GRANT 329,679. DIRECT FUNDRAISING EXPENSE ON FINANCIAL STATEMENTS, NETTED WITH REVENUE ON 990 366,433. | |
| PART XI, LINE 8 - THE AMOUNT ON THIS LINE IS THE UNREALIZED LOSS ON THE UNIVERSITY'S INTEREST RATE SWAP AGREEMENTS, WHICH ARE MEASURED AT FAIR VALUE ON THE AUDITED FINANCIAL STATEMENTS. |
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 | 1 | 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 | IN ALL PUBLICATIONS USED BY THE UNIVERSITY TO SOLICIT STUDENTS FROM THE COMMUNITY, A NONDISCRIMINATORY POLICY STATEMENT IS INCLUDED. AN EXAMPLE OF THE STATEMENT FOLLOWS; "LEWIS UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, HANDICAP OR SEX IN THE RECRUITMENT AND ADMISSION OF STUDENTS." |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | SCHEDULE E PART V LINE 6A - THE UNIVERSITY RECEIVES GOVERNMENT SUBSIDIES OF RESTRICTED AND UNRESTRICTED NATURE TO BE USED FOR GENERAL INSTITUTIONAL AND SPECIAL EDUCATIONAL PURPOSES. SCHEDULE E PART V LINE 6B - EFFECTIVE JULY 1, 1987 THE NURSING STUDENT LOAN (NSL) PROGRAM AT THE UNIVERSITY WAS PLACED IN TERMINATED STATUS BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. THIS RESULTED FROM THE SCHOOL NOT REDUCING THE PROGRAM'S DELINQUENCY RATE TO A SPECIFIED LEVEL AS REQUIRED BY PERFORMANCE STANDARD REGULATIONS FOR THE NSL PROGRAM. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (7 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||
| HENRY O'REILLY | PO BOX 562 | MANTENO | IL | 60950 | CONTACTS DONORS TO SOLICIT FUNDS | 1 | 0 | 3000 | 0 |
| THOMAS R KENNEDY & ASSOCIATES | |||||||||
| 9896 WEST 74TH WAY | ARVADA | CO | 80005 | CONTACTS DONORS TO SOLICIT FUNDS | 1 | 0 | 39976 | 0 | |
| RUFFALO CODY | |||||||||
| PO BOX 3018 | CEDAR RAPIDS | IA | 524063018 | STAFF AND MANAGEMENT OF PHONATHON | 0 | 0 | 107617 | 0 | |
| MARTS & LUNDY | |||||||||
| 1200 WALL STREET WEST | LYNDHURST | NJ | 07071 | CONTACTS DONORS TO SOLICIT FUNDS | 1 | 0 | 6784 | 0 | |
| WEXLER & WALKER | |||||||||
| PO BOX 7247-7193 | PHILADELPHIA | PA | 19170 | CONTACTS DONORS TO SOLICIT FUNDS | 1 | 0 | 36043 | 0 | |
| TER MOLEN WATKINS & BRANDT | |||||||||
| TWO NORTH RIVERSIDE PLAZA SUITE 103 | CHICAGO | IL | 60606 | CONTACTS DONORS TO SOLICIT FUNDS | 0 | 0 | 30666 | 0 | |
| HANNEGAN LANDAU ADVOCACY LLC | |||||||||
| 1101 17TH STREET NW SUITE 600 | WASHINGTON | DC | 200364718 | CONTACTS DONORS TO SOLICIT FUNDS | 0 | 0 | 3000 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 227086 | TotalRetainedByContractors |
| Licensed States | IL | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SIGNUM FIDEI | NameOfEvent1 |
| Gross Receipts Event1 | 339114 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 271314 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 67800 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 15020 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 105534 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 73922 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PHON-A-THON | NameOfEvent2 |
| Gross Receipts Event2 | 87881 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 87881 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 126060 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 74428 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 42553 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 31875 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 784 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 13010 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 32103 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 501423 | GrossReceiptsTotal |
| Charitable Contributions Total | 401748 | CharitableContributionsTotal |
| Gross Revenue Total Events | 99675 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 15804 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 118544 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 232085 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 366433 | DirectExpenseSummaryEvents |
| Net Income Summary | -266758 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GROSS RECEIPTS FROM FUNDRAISING ACTIVITY | SCHEDULE G, LINE 2B, COLUMN (IV) | THE UNIVERSITY HAS NOT IDENTIFIED CONTRIBUTIONS SPECIFIC TO EACH FUNDRAISER. SINCE IT IS IMPRACTICAL TO ESTIMATE RECEIPTS FROM SPECIFIC PROFESSIONAL FUNDRAISERS, THIS COLUMNS READS THAT THERE WERE NO RECEIPTS FROM THESE FUNDRAISERS' ACTIVITIES |
| PROFESSIONAL FUNDRAISER CUSTODY/CONTROL OF CONTRIBUTIONS | SCHEDULE G, LINE 2B, COLUMN (III) | THE FUNDRAISERS TEMPORARILY HAVE CUSTODY OF SOME CONTRIBUTIONS BUT HAVE NO CONTROL OVER HOW THE CONTRIBUTIONS ARE UTILIZED. |
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 | SCHOLARSHIPS FOR STUDENTS ATTENDING LEWIS UNIVERSITY | TypeOfGrant |
| Number Of Recipients | 3697 | NumberOfRecipients |
| Amount Of Cash Grant | 40962841 | 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: THE OFFICE OF FINANCIAL AID SERVICES AWARDS FINANCIAL AID IN ACCORDANCE WITH THE HIGHER EDUCATION ACT. FEDERAL AND STATE AWARDING GUIDELINES ARE USED IN AWARDING STUDENT'S FINANCIAL AID. STUDENT'S ACCOUNTS ARE REVIEWED ON A BI-WEEKLY BASIS TO ENSURE THAT ALL STUDENTS ARE CURRENTLY ENROLLED ACCORDING TO APPROPRIATE GUIDELINES. A QUALITY CONTROL CHECK IS IN PLACE IN THAT A FILE AUDIT IS PERFORMED OF A RANDOM SAMPLE OF FILES TO ENSURE THAT PROPER PROCEDURES ARE BEING FOLLOWED. AN ANNUAL AUDIT IS PERFORMED BY AN OUTSIDE COMPANY TO ENSURE THAT THERE ARE NO GROSS VIOLATIONS OF FEDERAL AND STATE REGULATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WAYNE DRAUDT | |||||||||||||
| 199462 | 0 | 0 | 0 | 6672 | 0 | 12965 | 0 | 18420 | 0 | 237519 | 0 | 0 | 0 |
| STEPHANY SCHLACTER | |||||||||||||
| 197744 | 0 | 0 | 0 | 7973 | 0 | 12853 | 0 | 18420 | 0 | 236990 | 0 | 0 | 0 |
| ROBERT DEROSE | |||||||||||||
| 175011 | 0 | 0 | 0 | 10274 | 0 | 11376 | 0 | 18420 | 0 | 215081 | 0 | 0 | 0 |
| RAMI KHASAWNEH | |||||||||||||
| 175900 | 0 | 0 | 0 | 5568 | 0 | 11433 | 0 | 18420 | 0 | 211321 | 0 | 0 | 0 |
| LAWRENCE HILL | |||||||||||||
| 142860 | 0 | 0 | 0 | 1878 | 0 | 9286 | 0 | 7680 | 0 | 161704 | 0 | 0 | 0 |
| EVEANN LOVERO | |||||||||||||
| 139316 | 0 | 0 | 0 | 516 | 0 | 9056 | 0 | 7680 | 0 | 156568 | 0 | 0 | 0 |
| RAYMOND KLUMP | |||||||||||||
| 132491 | 0 | 0 | 0 | 5568 | 0 | 8612 | 0 | 18420 | 0 | 165091 | 0 | 0 | 0 |
| ROBERT ATRA | |||||||||||||
| 132171 | 0 | 0 | 0 | 8152 | 0 | 8591 | 0 | 18420 | 0 | 167334 | 0 | 0 | 0 |
| RAYMOND KENELLY | |||||||||||||
| 183855 | 0 | 0 | 0 | 1430 | 0 | 11951 | 0 | 7680 | 0 | 204916 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | THE UNIVERSITY PRESIDENT RECEIVES $9,600 PER ANNUM TO USE FOR OUT-OF-POCKET SITUATIONS THAT ARISE (I.E. TRAVEL INCIDENTALS, EMERGENCIES, PASTORAL NEEDS, SOCIAL GIFTS, ETC.). THE PRESIDENT RECEIVES NO DIRECT COMPENSATION FROM THE UNIVERSITY. | |
| PART III | PART II COMPENSATION FOR BROTHER JAMES GAFFNEY, FSC, PRESIDENT, WAS PAID DIRECTLY TO THE CHRISTIAN BROTHERS OF THE MIDWEST, INC. | SUPPLEMENTAL INFORMATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| VILLAGE OF ROMEOVILLE WILL COUNTY ILLINOIS | |||||||
| 366009349 | 77615NAA2 | 2006-04-26 | 44950000 | VARIOUS CAPITAL PROJECTS | 0 | 0 | 0 |
| VILLAGE OF ROMEOVILLE WILL COUNTY ILLINOIS | |||||||
| 366009349 | 77615NABO | 2011-12-21 | 24300000 | VARIOUS CAPITAL PROJECTS | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|
| 45122389 | 24533450 | 588939 | 20000000 | 1 | 1 | 1 | 1 | |
| 24300000 | 284860 | 15096065 | 0 | 0 | 0 | 1 | 8919075 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| WELLS FARGO | ||||||||
| 0 | 1 | 1 | 9.800000000000 | 0 | 0 | 0 | 0 | 0 |
| WELLS FARGO | ||||||||
| 0 | 1 | 1 | 6.750000000000 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MCKEOWN FITZGERALD ZOLLNER BUCK HUTCHINSON & RUTTLE | |||
| TRUSTEE | 478 | LEGAL SERVICES | 0 |
| RUETTIGER TONELLI & ASSOCIATES | |||
| SPOUSE OF PRINCIPAL IS A TRUSTEE, PRINCIPAL IS A FORMER TRUSTEE | 9088 | ENGINEERING SERVICES | 0 |
| GRAINGER | |||
| TRUSTEE | 237071 | INDUSTRIAL SUPPLIES | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | BLDG-MATERIALS | Description |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 127041 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEE DENNIS TONELLI IS IN BUSINESS WITH TERRANCE RUETTIGER, DOING BUSINESS AS RUETTIGER, TONELLI & ASSOCIATES FOR PROVIDING ENGINEERING SERVICES. FOR THE YEAR ENDING JUNE 30, 2012, $9,088 WAS PAID FOR PROFESSIONAL SERVICES. ALL CONTRACTS WERE APPROVED BY THE BOARD OF TRUSTEES PROPERTY, PLANT AND EQUIPMENT COMMITTEE. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE UNIVERSITY IS SPONSORED BY THE CHRISTIAN BROTHERS OF THE MIDWEST, INC. PURSUANT TO THE SPONSORSHIP COVENANT SIGNED IN AUGUST 2001, THE FOLLOWING SIGNIFICANT LEGAL ASPECTS ARE INCORPORATED INTO THE DOCUMENT: 1. BOARD MEMBERSHIP - 6 MEMBERS ARE TO BE CHRISTIAN BROTHERS 2. RESERVED POWERS FOR THE CHRISTIAN BROTHERS REGARDING: (A) TO SELL, TRANSFER, OR ENCUMBER REAL PROPERTY ASSETS OF THE UNIVERSITY; (B) TO DISSOLVE THE CORPORATION OR CLOSE THE UNIVERSITY; (C) TO MERGE WITH ANOTHER CORPORATION OR EDUCATIONAL ENTITY; (D) TO AMEND THE BY-LAWS OR THE CORPORATE CHARTER OF THE UNIVERSITY; (E) TO CHANGE THE CATHOLIC CHARACTER OR THE CHRISTIAN BROTHERS' SPONSORSHIP OF THE UNIVERSITY; AND (F)TO CHANGE THE REQUIREMENTS OF HAVING A CHRISTIAN BROTHER AS PRESIDENT OF THE UNIVERSITY. 3. THE PRESIDENT OF THE UNIVERSITY SHALL BE A CHRISTIAN BROTHER, UNLESS THE BOARD OF TRUSTEES, WITH THE CONCURRENT OF THE PROVINCIAL OF THE CHRISTIAN BROTHERS AND HIS COUNCIL, DETERMINE THERE IS NO CHRISTIAN BROTHER QUALIFIED AND AVAILABLE TO SERVE IN THIS CAPACITY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE IRS FORM 990 IS ELECTRONICALLY SENT TO ALL AUDIT COMMITTEE MEMBERS FOR REVIEW AND APPROVAL. ONCE APPROVED BY THE AUDIT COMMITTEE, IT IS MADE ELECTRONICALLY AVAILABLE TO ALL BOARD MEMBERS. APPROXIMATELY TWO WEEKS LATER, THE RETURN IS ELECTRONICALLY FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST FORMS COMPLETED BY THE BOARD OF TRUSTEE MEMBERS, THE ADMINISTRATION AND OTHERS INVOLVED IN PROVIDING GOODS AND SERVICES FOR THE UNIVERSITY ARE REVIEWED BY PURCHASING AND BUSINESS OFFICE PERSONNEL AS WELL AS SENIOR MANAGEMENT. BECAUSE ALL PROCUREMENTS ARE REVIEWED BY THE SENIOR VICE PRESIDENT FOR BUSINESS & FACILITIES; ALL PROCUREMENTS OVER $10,000 ARE ALSO REVIEWED BY THE EXECUTIVE VICE PRESIDENT AND BY THE PROVOST FOR THEIR REPORTING AREAS; AND ALL PROCUREMENTS OVER $20,000 ARE ALSO REVIEWED BY THE PRESIDENT, SEVERAL LEVELS OF REVIEW ARE ESTABLISHED TO DETECT CONFLICT OF INTEREST SITUATIONS BEFORE CONTRACTUAL RELATIONSHIPS ARE ENTERED INTO. | |
| FORM 990, PART VI, SECTION B, LINE 15 | IN DETERMINING THE COMPENSATION FOR THE PRESIDENT OF THE UNIVERSITY, THE BOARD SEEKS TO PROVIDE COMPENSATION TO THE PRESIDENT WHICH IS FAIR AND REASONABLE AND BASED UPON PERFORMANCE COMMITTMENT AND AVAILABLE RESOURCES. THE AMOUNT OF COMPENSATION SHOULD GENERALLY BE WITHIN THE RANGE OF PEER AND AREA SCHOOLS. IN DETERMINING COMPENSATION, A COMPENSATION COMMITTEE COMPRISED OF THE CHAIR AND VICE CHAIR OF THE BOARD OF TRUSTEES AND THE BOARD TREASURER REVIEW IN DETAIL COMPENSATION INFORMATION CONTAINED IN PEER AND AREA SCHOOLS ON THEIR RESPECTIVE IRS FORM 990 AS WELL AS CHRONICLE OF HIGHER EDUCATION EXECUTIVE COMPENSATION SURVEY RESULTS. IN ADDITION, THE UNIVERSITY CONTRACTED WITH AN OUTSIDE FIRM TO STUDY AND AID IN THE DETERMINATION OF EXECUTIVE PAY. THE COMPENSATION COMMITTEE THEN PREPARES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHO MAKE THE FINAL DETERMINATION REGARDING COMPENSATION OF THE PRESIDENT. PRESIDENTIAL COMPENSATION IS PAID DIRECTLY TO THE CHRISTIAN BROTHERS OF THE MIDWEST, INC. THE COMPENSATION COMMITTEE ALSO IS AVAILABLE TO ADDRESS OTHER COMPENSATION MATTERS AS REQUESTED BY THE PRESIDENT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | IRS FORM 990, ARTICLES OF INCORPORATION, UNIVERSITY BY-LAWS, HUMAN RESOURCES (POLICY) MANUAL, AND UNIVERSITY AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW BY REQUEST TO THE EXECUTIVE VICE PRESIDENT OF LEWIS UNIVERSITY, ONE UNIVERSITY PARKWAY, ROMEOVILLE, ILLINOIS 60446. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 597,562. UNREALIZED LOSS ON SWAP LIABILITY -2,100,526. TOTAL TO FORM 990, PART XI, LINE 5: -1,502,964. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS UNIVERSITY ENDOWMENT FUND INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PARKWAY | AddressLine1 |
| City | ROMEOVILLE | City |
| State | IL | State |
| ZIP Code | 60441 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510183519 | EIN |
| Primary Activities | ORGANIZATION IS DORMANT | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 509(A)(3) | ExemptCodeSection |
| 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 | 0 | 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 |
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