2011-05-03T09:49:58-05:00 2010-06-30 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2009-07-01 430694556 FONTBONNE UNIVERSITY FONT 3148623456 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 DR GARY ZACK 2011-05-02 3142903300 2009 2016-02-24 21:20:13Z DR DENNIS GOLDEN 6800 WYDOWN BLVD ST LOUIS MO 63105 58060431 false X www.fontbonne.edu X 1923 MO FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING THAT SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY AND TO ASSUME RESPONSIBILITY AS CITIZENS AND LEADERS. 34 34 998 100 0 0 2282082 3510436 44258918 40548806 -1205244 600955 394113 83682 45729869 44743879 7076521 8230824 0 0 23259701 23108852 0 0 1378508 14517491 11592547 44853713 42932223 876156 1811656 57934723 68839758 13756635 21515963 44178088 47323795 FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING DEDICATED TO THE DISCOVERY, UNDERSTANDING, PRESERVATION AND DISSEMINATION OF TRUTH. FONTBONNE SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY AND TO ASSUME RESPONSIBILTY AS CITIZENS AND LEADERS. FONTBONNE OFFERS BOTH UNDERGRADUATE AND GRADUATE PROGRAMS IN AN ATMOSPHERE CHARACTERIZED BY INCLUSION, OPEN COMMUNICATION AND PERSONAL CONCERN. THE UNDERGRADUATE PROGRAMS PROVIDE A SYNTHESIS OF LIBERAL AND PROFESSIONAL EDUCATION. AS A CATHOLIC UNIVERSITY SPONSORED BY THE SISTERS OF ST. JOSEPH OF CARONDELET, FONTBONNE IS ROOTED IN THE JUDEO-CHRISTIAN TRADITION. false false 32614015 8230824 40548806 FONTBONNE IS AN ACCREDITED FOUR YEAR UNIVERSITY, WHICH ALSO PROVIDES AUXILIARY SERVICES SUCH AS DORMITORIES, DINING HALL AND A BOOK STORE FOR THE CONVENIENCE OF ITS STUDENTS AND FACULTY. TOTAL BENEFITTED (AVERAGE FTE) = 2,071 32614015 true true false false false false false false true true true false true false false false false false true false false false true true true false false false false false false false false false false false false false false false false false false false true 200 0 998 true false false false false false true true false false false 34 34 false false false false false false false true true false true true true true true true true true true true false X X DR GARY ZACK 3147198017 6800 WYDOWN BLVD ST LOUIS MO 631053098 SUSAN BUFORD 1.0 X 0 0 0 BONNIE J ECKELKAMP 1.0 X 0 0 0 JOHN P CAPELLUPO 1.0 X 0 0 0 JEAN DEBLOIS CSJ 1.0 X 0 0 0 VERNON J EARDLEY 1.0 X 0 0 0 PEGGY A FORREST 1.0 X 0 0 0 LEO HAAS 1.0 X 0 0 0 KATHERINE HANLEY CSJ 1.0 X 0 0 0 JOSEPH B MCGLYNN 1.0 X X 0 0 0 ROBERT S KENNEY 1.0 X 0 0 0 DANIEL J FERRY JR 1.0 X X 0 0 0 RUTH M STROBLE 1.0 X 0 0 0 ELIZABETH A LEIWE CSJ 1.0 X 0 0 0 KRAIG G KREIKEMEIER 1.0 X X 0 0 0 TRACEY C MARSHALL 1.0 X 0 0 0 DARRYL T JONES 1.0 X 0 0 0 PAULA SMITH 1.0 X 0 0 0 KAREN M KENNELLY CSJ 1.0 X 0 0 0 ROSE MCLARNEY CSJ 1.0 X 0 0 0 LINDA M STRAUB CSJ 1.0 X 0 0 0 GABRIELLE C NOONAN 1.0 X 0 0 0 STEPHANIE F POPE 1.0 X 0 0 0 JOSEPH LIPIC SR 1.0 X 0 0 0 MARY PATRICIA QUINN CSJ 1.0 X 0 0 0 ELIZABETH PEPLOW CSJ 1.0 X 0 0 0 DANIEL V TWARDOWSKI 1.0 X 0 0 0 SUSAN WESLEY CSJ 1.0 X 0 0 0 JENNIFER Q WILLIAMS 1.0 X 0 0 0 GARY KROSCH 1.0 X 0 0 0 PATRICK J FINNERAN JR 1.0 X 0 0 0 HELEN FLEMINGTON CSJ 1.0 X 0 0 0 JOHN LAMPING 1.0 X 0 0 0 MARY MARGARET LAZIO CSJ 1.0 X 0 0 0 MARVIN R TALLY 1.0 X 0 0 0 DR DENNIS GOLDEN 40.0 X 308900 0 26191 GREG TAYLOR 40.0 X 180085 0 17043 DR GARY ZACK 40.0 X 177411 0 16410 PEGGY MUSEN 40.0 X 108998 0 13130 MARY RANDA WILSON 40.0 X 107123 0 12999 GALE BORKOWSKI RICE 40.0 X 111056 0 13274 MARK FRANZ 40.0 X 108000 0 13060 MARILYN SHEPERD 40.0 X 171555 0 16512 1273128 0 128619 11 false true false BENSON ELECTRIC COMPANY 7216 WEIL AVENUE ST LOUIS MO 63119 RENOVATIONS 656444 HASTINGS AND CHIVETTA 700 CORPORATE PARK DR 400 SAINT LOUIS MO 63105 ENGINEERING SERVICES 566855 SPELLMAN BRADY COMPANY 8229 MARYLAND AVE ST LOUIS MO 63105 PLANNING & DESIGN 394853 INTERFACE CONSTRUCTION CORP 8401 WABASH AVE ST LOUIS MO 63134 CONSTRUCTION 1314433 SM WILSON CO 2185 HAMPTON ST LOUIS MO 63139 GENERAL CONSTRUCTION 6383442 5 35277 351396 3123763 3510436 TUITION AND FEES 37995430 37995430 AUXILIARY SERVICES 2553376 2553376 40548806 417162 417162 0 0 13439461 13255668 183793 183793 183793 96718 35277 60884 35834 35834 0 0 MISCELLANEOUS 311759 311759 LOSS ON BOND REFINANCE -263911 -263911 47848 44743879 40548806 684637 0 8230824 8230824 0 0 719585 279251 380933 59401 0 17824533 12780678 4295585 748270 501333 396905 84018 20410 2696474 2141877 485045 69552 1366927 947606 364885 54436 0 210085 210085 62272 62272 0 0 0 0 1400794 848473 485481 66840 2645314 1769910 594078 281326 680274 159508 520766 0 724162 712488 11674 556128 480362 60171 15595 0 139849 122711 11232 5906 389146 389146 0 1670127 1549278 120849 385301 32569 352732 EQUIPMENT RENTAL & MAINTENANCE 676392 322968 351740 1684 BAD DEBTS 203219 203219 ATHLETIC PROGRAMS 278122 278122 PRINTING AND PUBLICATION 160898 38501 89910 32487 FOOD SERVICE 698487 698487 711977 231132 458244 22601 42932223 32614015 8939700 1378508 10395936 12539893 3088181 3092204 2070646 1129936 55793653 25290636 23638055 30503017 15283799 17389795 3458106 4184913 57934723 68839758 1531689 2901583 6838310 13620000 5386636 4994380 13756635 21515963 X 31109133 31061608 7090791 8043008 5978164 8219179 44178088 47323795 57934723 68839758 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14707179 1068731 1751462 137577 17389795 18072426 82727 -2851618 596356 0 0 14707179 0.52200 0.46300 0.01500 false false 94363 94363 32283111 15314574 16968537 1641505 452417 1189088 7672600 6940472 732128 14102074 2583173 11518901 30503017 PREPAID EXPENSES 512210 STUDENT LOANS RECEIVABLE 1905335 OTHER 268452 BOND ISSUANCE COSTS 164893 DEBT SERVICE RESERVE 1000000 INVENTORY 0 FEDERAL DIRECT LOAN RECEIVABLE 334023 4184913 0 DEFERRED TUITION & FEES 2862810 REFUNDABLE GOVERNMENT LOANS 1814999 REFUNDABLE ADVANCE 0 ASSET RETIREMENT OBLIGATION 276171 OTHER LIABILITIES 40400 4994380 44743879 42932223 1811656 1334051 1334051 3145707 38965944 1334051 -7146973 -5812922 44778866 -34987 -34987 44743879 35820237 34987 34987 35785250 7146973 7146973 42932223 FINANCIAL AID SCHEDULE D, PARTS XII AND XIII, LINES 2D AND 4B FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS BUT SHOWN AS EXPENSE ON TAX RETURN SPECIAL EVENTS SCHEDULE D, PARTS XII AND XIII, LINES 4B AND 2D SPECIAL EVENT EXPENSES, $60,884, REPORTED AS EXPENSES ON FINANCIAL STATEMENTS, BUT REPORTED NET OF EVENT REVENUES ON RETURN. A PORTION OF SPECIAL EVENT REVENUE, $25,897, REPORTED AS EXPENSES ON FINANCIAL STATEMENTS, BUT REVENUES ON RETURN. ENDOWMENT SCHEDULE D, PART V, QUESTION 4 The University's endowment consists of 102 individual funds established for a variety of purposes. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments (including the long-term reserves). As required by Generally Accepted Accounting Principles (GAAP), net assets associated with endowment funds, including funds designated by the Board of Trustees to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions. FIN 48 FORM 990, SCHEDULE D, PART X, LINE 2 In July 2009, the University adopted recently issued accounting rules for uncertain tax positions. These rules require financial statement recognition of the impact of a tax position if the position is more likely than not of being sustained in audit, based on the technical merits of the position. The rules also provide guidance on measurement, derecognition, classification, interest and penalties, accounting in interim periods, transition and disclosure requirements for uncertain tax positions. The adoption of the new tax rules had no impact on the financial statements. The University's federal tax returns for tax years 2006 and later remain subject to examination by taxing authorities. true true true STATEMENT IS INCLUDED IN ALL ADVERTISEMENTS, INCLUDING UNIVERSITY CATALOG. true true true true false false false false false false false false true false FONTBONNE RECEIVES FEDERAL AID FOR THE FOLLOWING PROGRAMS: FEDERAL PELL GRANT, FEDERAL SEOG, FEDERAL WORK STUDY, FEDERAL PERKINS LOAN, AND FAMILY EDUCATION LOAN. true GOLF TOURNAMENT 131995 35277 96718 60884 0 131995 35277 96718 60884 60884 35834 true ALLOCATIONS OF FINANCIAL AID - 1074 STUDENTS 1074 8230824 0 GRANTS SCHEDULE I, PART I, LINE 2 THE GRANTS MADE BY THE UNIVERSITY PRIMARILY CONSIST OF STUDENT FINANCIAL AID FOR SCHOLARSHIPS. SCHOLARSHIPS ARE AWARDED BY THE UNIVERSITY'S FINANCIAL AID DEPARTMENT TO ELIGIBLE STUDENTS BASED UPON A NUMBER OF DIFFERENT CRITERIA, INCLUDING MERIT, ACADEMIC ACHIEVEMENT, AND FINANCIAL NEED. A COMPLETE LISTING OF SCHOLARSHIP RECIPIENTS IS MAINTAINED BY THE UNIVERSITY AND IS AVAILABLE UPON REQUEST. X X true true X X X false true false false false false false false false DR DENNIS GOLDEN 230000 0 0 0 78900 0 16100 0 10091 0 335091 0 0 0 GREG TAYLOR 151127 0 0 0 28958 0 10579 0 6464 0 197128 0 0 0 DR GARY ZACK 143851 0 0 0 33560 0 10070 0 6340 0 193821 0 0 0 MARILYN SHEPERD 158355 0 0 0 13200 0 11085 0 5427 0 188067 0 0 0 NONQUALIFIED PLAN FORM 990, SCHEDULE J, PART I, QUESTION 4B THE UNIVERSITY HAS ESTABLISHED A SUPPLEMENTAL INELIGIBLE DEFERRED COMPENSATION PLAN (DESCRIBED IN SECTION 457(F) OF THE INTERNAL REVENUE CODE) FOR CERTAIN MEMBERS OF THE EXECUTIVE TEAM. DURING THE CURRENT FISCAL YEAR, THE UNIVERSITY PRESIDENT (DR. DENNIS GOLDEN), THE EXECUTIVE VICE PRESIDENT (GREG TAYLOR) AND THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION (DR. GARY ZACK) WERE PARTICIPANTS IN THE PLAN. THE COMPENSATION AMOUNTS LISTED, BY INDIVIDUAL, ON SCHEDULE J, PART II, INCLUDE THE FOLLOWING DEFERRED COMPENSATION AMOUNTS: DR. GOLDEN - $15,000, GREG TAYLOR - $12,000, DR. ZACK - $12,720. THE ANNUAL CONTRIBUTIONS TO THE DEFERRED COMPENSATION PLAN ARE HELD IN A SEPARATE INVESTMENT ACCOUNT BY THE UNIVERSITY. FONTBONNE UNIVERSITY 430694556 2009-12-17 1000 1998 REFUNDING/AB HALL RENOVATION false false 13620000 0 5924479 1681407 153628 0 5860486 2010 true false false true false false false false false true false false false false false false REVIEW OF FORM 990 PART VI, SECTION A, QUESTION 10: THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. SUBSEQUENT TO THE APPROVAL OF THE FORM BY THE AUDIT COMMITTEE, THE FORM IS PROVIDED TO THE BOARD OF TRUSTEES ELECTRONICALLY AND THEN FILED WITH THE IRS BY MANAGEMENT. CONFLICT OF INTEREST PART VI, SECTION B, QUESTION 12C: THE UNIVERSITY REQUIRES EACH TRUSTEE OF THE BOARD TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE PROCESS IS MONITORED BY THE PRESIDENT'S OFFICE TO ENSURE THAT FORMS ARE OBTAINED FOR ALL TRUSTEES ANNUALLY. CONFLICTS OF INTEREST ARE SUMMARIZED BY THE PRESIDENT'S OFFICE AND, WHEN APPLICABLE, KEY EMPLOYEES AND/OR BOARD TRUSTEES ARE EXCUSED FROM MEETINGS AND VOTES WHEN A TOPIC RELATED TO THE CONFLICT IS BEING DISCUSSED OR VOTED ON BY THE UNIVERSITY. COMPENSATION PROCESS PART VI, SECTION B, QUESTIONS 15A AND 15B Salary increases are typically made effective July 1 with the start of each new fiscal year. Prior to that date, the President asks the Vice President for Finance and Administration to compile a schedule that shows current salaries for each of the seven executive positions at the University with comparison salaries for other institutions. The comparison salaries are drawn from data compiled by CUPA, the College and University Personnel Association. Occasionally, an annual survey of executive compensation and benefits in higher education that is conducted by Yaffe & Co. is also used for salary benchmarking. Six categories of institutions are used in order to reflect a comprehensive comparison across several measures of institutional type: All Institutions with a budget from $30.9 M - $64.9 M, Private institutions with budgets between $25.8 M and $46.5 M, Private, religious institutions with budgets between $24.8 M and $41.5 M, Private, religious institutions with enrollment between 1939 and 2990, All institutions with enrollment between 1555 and 3031, Master's institutions with budgets < $45.6 M. Using the percentage increase approved for overall institutional salary increases in the coming year as an upper limit, the schedule also shows various rates of possible increase for each executive position. The President meets with the Vice President for Finance and Administration and the Executive Vice President to notify them of changes in executive compensation. The Vice President prepares a separate schedule with comparisons for the President's salary and submits this to the Chairman of the Board of Trustees. In consultation with the Executive Committee of the Board, the Chairman determines the salary of the President and notifies the Vice President for Finance and Administration. PUBLIC DOCUMENTS PART VI, SECTION C, QUESTION 19: THE DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST ADDRESSED TO THE UNIVERSITY INSTITUTIONAL ADVANCEMENT OFFICE. BRANCHES FORM 990, PART VI, SECTION B, LINE 10A THE UNIVERSITY HAS BRANCH LOCATIONS AT 19 SEPARATE FACILITIES LOCATED IN THE GREATER ST. LOUIS AREA. THE UNVERSITY'S POLICIES AND PROCEDURES APPLY TO ALL BRANCHES AND ARE CONSISTENLY ADHERED TO AT EACH LOCATION.