UNIVERSITY OF ST FRANCIS: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF ST FRANCIS (EIN 36-2170999)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-04-18
- IRS object ID
- 201131089349300523
- Schema version
- 2009v1.7
- 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 | 2011-04-18T15:52:23-05:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM McGladrey Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Wacker Drive Suite 800 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606063392 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362170999 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of St Francis | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 8157403372 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Wilcox Street | AddressLine1 |
| City | Joliet | City |
| State | IL | State |
| ZIP Code | 60435 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert Tenuta | Name |
| Title | Chief Financial Officer | Title |
| Phone | 8157403372 | Phone |
| Date Signed | 2011-04-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Zack Fortsch | Name |
| Phone | 3126343400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Robert Tenuta | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Wilcox Street | AddressLine1 |
| City | Joliet | City |
| State | IL | State |
| ZIP Code | 60435 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 66231433 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.StFrancis.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1920 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | Higher Learning (Post Secondary Education) | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1295 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2878191 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2442964 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 45806036 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 47518019 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -334381 | InvestmentIncomePriorYear |
| Investment Income Current Year | 882073 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 764133 | OtherRevenuePriorYear |
| Other Revenue Current Year | 805659 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 49113979 | TotalRevenuePriorYear |
| Total Revenue Current Year | 51648715 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 12042224 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 13453957 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 24679260 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 24371642 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1231089 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14795038 | OtherExpensePriorYear |
| Other Expenses Current Year | 13403150 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 51516522 | TotalExpensesPriorYear |
| Total Expenses Current Year | 51228749 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2402543 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 419966 | RevenuesLessExpensesCY |
| Total Assets BOY | 68737784 | TotalAssetsBOY |
| Total Assets EOY | 68724610 | TotalAssetsEOY |
| Total Liabilities BOY | 40973879 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40026590 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27763905 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 28698020 | NetAssetsOrFundBalancesEOY |
| Mission Description | As a Catholic university rooted in the liberal arts, we are a welcoming community of learners challenged by Franciscan values and charism, engaged in a continuous pursuit of knowledge, faith, wisdom, and justice, and ever mindful of a tradition that emphasizes reverence for creation, compassion and peacemaking. We strive for academic excellence in all programs, preparing women and men to contribute to the world through service and leadership. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17049597 | Expense |
| Grants | 13453957 | Grants |
| Revenue | 44603477 | Revenue |
| Description | InstructionThe Catholic, Franciscan university offers 41 baccalaureate programs including 4 degree completion majors, 17 master's level programs (onsite and online classes) 8 graduate certificates and 1 doctoral program.In FY10 served full-time equivalent (FTE) enrollment of 1,235 traditional undergraduates (UG), 204 degree completion (DC), and 2,341 graduate (GR) students.IN FY10, a total of 928 degrees and certificates were awarded (404 undergraduate, 523 graduate, and 1 post-master's certificate.) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5350825 | Expense |
| Description | Student ServicesFinancial aid, athletics, Student Government Association (SGA) clubs, career planning and placement, health services, counseling, support for students with disabilities, Campus Ministry.In FY10 97% of traditional undergraduate students and 100% of incoming freshmen (FR) receive some form of financial aid.In FY10 370 student athletes participated in baseball, basketball, football, golf, soccer, softball, spiritline, tennis, volleyball, track, and cross country. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3533658 | Expense |
| Revenue | 2914542 | Revenue |
| Description | Auxiliary EnterprisesIn Fall 2009, 370 students filled student housing to 95% capacity. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 20193156 | Expense |
| Revenue | 116251 | Revenue |
| Description | Academic SupportLibrary, Academic Resource Center, Student Computer Labs, Fine Arts Performance Series, Art GalleryThe library's collection included 134,400 books and other paper materials, 15,002 current serial subscriptions, 1,767 microforms, and 4,605 audiovisual materials. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 20193156 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 116251 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 46127236 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 0 | ScheduleORequired |
| Number Forms Transmitted With1096 | 112 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1295 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Tenuta | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8157403372 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Wilcox Street | AddressLine1 |
| City | Joliet | City |
| State | IL | State |
| ZIP Code | 60534 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| J Bradley Webb | |||||||
| Chairman of the Board of Trustees | 8.00 | X | X | 0 | 0 | 0 | |
| Robert J Baron | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| George Barr | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Mark D Bass | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| LaVerne S Brown | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Susan Bruno OSF | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Frank G Cavazos | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Nancy Rogina Clodi | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Vincent F Cornelius | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Robert F Filotto | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Marisue Grabavoy | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Margaret Eletta Guider OSF | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Diane F Habiger | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Rao H Kilaru MD | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Cecily E Leach | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Jean Lenz OSF | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| James B Lewis O Carm | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Mary Rose Lieb OSF | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| John T Manner | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Kathleen J McGowan | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| B Jean Roach | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| JD Ross | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Joseph R Shankland | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Paramjit Singh Sidhu | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| M Therese Southgate MD | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Michael G Spinozzi | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Faith Szambelanczyk OSF | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Frank Turk Jr | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Christopher J Ward | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Patricia S Wheeler | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Keith D Winfrey | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Alice D Wirt | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Lawrence Wyllie | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Robert W Wysocki | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Mary Jo Young OSF | |||||||
| Trustee | 8.00 | X | 0 | 0 | 0 | ||
| Michael Vinciguerra Secretary | |||||||
| University President | 40.00 | X | 217858 | 0 | 25062 | ||
| Robert Tenuta Treasurer | |||||||
| VP for Administration & Finance | 40.00 | X | 132331 | 0 | 17552 | ||
| Frank Pascoe | |||||||
| Provost | 40.00 | 138445 | 0 | 26928 | X | ||
| Charles Beutel | |||||||
| VP for Admissions & Enrollment | 40.00 | 109000 | 0 | 21948 | X | ||
| William Biebuyck | |||||||
| VP for Institutional Advancement | 40.00 | 144176 | 0 | 17653 | X | ||
| Gerard Kickul | |||||||
| Chief Information Officer | 40.00 | 114750 | 0 | 16232 | X | ||
| Lyle Hicks | |||||||
| Assoc. Professor Liason USF Soluati | 40.00 | 110400 | 0 | 23742 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 966960 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 149117 | TotalOtherCompensation |
| Number Individuals GT100 K | 17 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Sodexo Inc & Affiliates | |||||
| 500 Wilcox Street | Joliet | IL | 60435 | Food Management Services | 1418727 |
| Henry Bros | |||||
| 9821 South 78th Avenue | Hickory Hills | IL | 60457 | General Contractor | 495993 |
| Ikon Office Solutions-IMS-1384 | |||||
| PO Box 198727 | Atlanta | GA | 30384 | Document Handling | 328634 |
| Peter Perella and Henry Brothers | |||||
| 9821 South 78th Avenue | Hickory Hills | IL | 60457 | Sub Contractor | 216608 |
| Excel Electric | |||||
| 24 Sangmeister Road | Frankfort | IL | 60423 | Sub Contractor | 184853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Fundraising Events | 224858 | FundraisingEvents |
| Government Grants | 993587 | GovernmentGrants |
| All Other Contributions | 1224519 | AllOtherContributions |
| Noncash Contributions | 323232 | NoncashContributions |
| Total Contributions | 2442964 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and Fees | 611710 | 44603477 | 44603477 |
| Residence Hall Revenue | 611710 | 2914542 | 2914542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 47518019 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 313439 | TotalRevenueColumn |
| Exclusion | $313,439 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 160140 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 160140 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 160140 | TotalRevenueColumn |
| Exclusion | $160,140 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14899924 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14331290 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 568634 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 568634 | TotalRevenueColumn |
| Exclusion | $568,634 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 251428 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 224858 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 251428 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| Training/Workshops | 900099 | 193781 | $193,781 | |
| Bookstore Revenue | 900099 | 117318 | $117,318 | |
| Athletic Camps | 713940 | 116251 | 116251 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 218169 | TotalRevenueColumn |
| Exclusion | $218,169 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 645519 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51648715 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47634270 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,571,481 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13453957 | Total |
| Program Services | 13453957 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1026125 | Total |
| Program Services | 417436 | ProgramServices |
| Management And General | 441711 | ManagementAndGeneral |
| Fundraising | 166978 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19042529 | Total |
| Program Services | 16967143 | ProgramServices |
| Management And General | 1593289 | ManagementAndGeneral |
| Fundraising | 482097 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 725746 | Total |
| Program Services | 648569 | ProgramServices |
| Management And General | 62080 | ManagementAndGeneral |
| Fundraising | 15097 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2262272 | Total |
| Program Services | 1917902 | ProgramServices |
| Management And General | 291141 | ManagementAndGeneral |
| Fundraising | 53229 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1314970 | Total |
| Program Services | 1219558 | ProgramServices |
| Management And General | 59207 | ManagementAndGeneral |
| Fundraising | 36205 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15553 | Total |
| Management And General | 15553 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73353 | Total |
| Management And General | 73353 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1595082 | Total |
| Program Services | 1364115 | ProgramServices |
| Management And General | 156060 | ManagementAndGeneral |
| Fundraising | 74907 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255945 | Total |
| Program Services | 98046 | ProgramServices |
| Management And General | 154197 | ManagementAndGeneral |
| Fundraising | 3702 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3669863 | Total |
| Program Services | 3096422 | ProgramServices |
| Management And General | 267952 | ManagementAndGeneral |
| Fundraising | 305489 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 840384 | Total |
| Program Services | 705244 | ProgramServices |
| Management And General | 133571 | ManagementAndGeneral |
| Fundraising | 1569 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 475502 | Total |
| Program Services | 452732 | ProgramServices |
| Management And General | 5561 | ManagementAndGeneral |
| Fundraising | 17209 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73246 | Total |
| Program Services | 64205 | ProgramServices |
| Management And General | 6603 | ManagementAndGeneral |
| Fundraising | 2438 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1679011 | Total |
| Program Services | 1649628 | ProgramServices |
| Management And General | 25185 | ManagementAndGeneral |
| Fundraising | 4198 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2572318 | Total |
| Program Services | 2300729 | ProgramServices |
| Management And General | 232791 | ManagementAndGeneral |
| Fundraising | 38798 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303884 | Total |
| Program Services | 232072 | ProgramServices |
| Management And General | 61248 | ManagementAndGeneral |
| Fundraising | 10564 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Rent | 456448 | 456448 | ||
| Licensing and Software | 246684 | 176715 | 56628 | 13341 |
| Memberships | 181192 | 87498 | 91781 | 1913 |
| Line of Credit Expense | 135900 | 133522 | 2038 | 340 |
| Auto/Vehicles Expense | 119568 | 112367 | 6006 | 1195 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 709217 | Total |
| Program Services | 572928 | ProgramServices |
| Management And General | 134469 | ManagementAndGeneral |
| Fundraising | 1820 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51228749 | Total |
| Program Services | 46127236 | ProgramServices |
| Management And General | 3870424 | ManagementAndGeneral |
| Fundraising | 1231089 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7196 | BOY |
| EOY | 6720 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5325484 | BOY |
| EOY | 8480032 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 701413 | BOY |
| EOY | 398789 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4570975 | BOY |
| EOY | 5232934 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1329559 | BOY |
| EOY | 1176416 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235527 | BOY |
| EOY | 241072 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 62882650 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22248346 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41201114 | BOY |
| EOY | 40634304 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12072049 | BOY |
| EOY | 9500202 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3294467 | BOY |
| EOY | 3054141 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68737784 | BOY |
| EOY | 68724610 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3209860 | BOY |
| EOY | 2540883 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4281376 | BOY |
| EOY | 4455889 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29967364 | BOY |
| EOY | 28739252 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81000 | BOY |
| EOY | 64800 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3434279 | BOY |
| EOY | 4225766 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40973879 | BOY |
| EOY | 40026590 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17752977 | BOY |
| EOY | 18983382 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4345765 | BOY |
| EOY | 3718837 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5665163 | BOY |
| EOY | 5995801 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27763905 | BOY |
| EOY | 28698020 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68737784 | BOY |
| EOY | 68724610 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 6659988 | BeginningOfYearBalance |
| Contributions | 369185 | Contributions |
| Investment Earnings Or Losses | 235043 | InvestmentEarningsOrLosses |
| Other Expenditures | 299246 | OtherExpenditures |
| End Of Year Balance | 6964970 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7055140 | BeginningOfYearBalance |
| Contributions | 269137 | Contributions |
| Investment Earnings Or Losses | -396014 | InvestmentEarningsOrLosses |
| Other Expenditures | 268275 | OtherExpenditures |
| End Of Year Balance | 6659988 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.86090 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13910 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4100000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 9046821 | OtherCostOrOtherBasis |
| Book Value | 13146821 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38550781 | OtherCostOrOtherBasis |
| Depreciation | 13749398 | Depreciation |
| Book Value | 24801383 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8356185 | OtherCostOrOtherBasis |
| Depreciation | 6003965 | Depreciation |
| Book Value | 2352220 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2828863 | OtherCostOrOtherBasis |
| Depreciation | 2494983 | Depreciation |
| Book Value | 333880 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 40634304 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Refundable Government Loan Program | $1,052,306 |
| Interest Rate Swap | $2,733,093 |
| Capital Lease | $440,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4225766 | TotalOfAmounts |
| Total Revenue | 51648715 | TotalRevenue |
| Total Expenses | 51228749 | TotalExpenses |
| Excess Or Deficit For Year | 419966 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 514149 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 514149 | TotalAdjustments |
| Excess Or Deficit Per FS | 934115 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 39935730 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 514149 | NetUnrealizedGainsInvestments |
| Other Revenues | 251428 | OtherRevenues |
| Revenue Not Rptd F990 | 765577 | RevenueNotRptdF990 |
| Revenue Subtotal | 39170153 | RevenueSubtotal |
| Other Revenues Not Included | 12478562 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12478562 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 51648715 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 39001615 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 251428 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 251428 | ExpensesNotRptdF990 |
| Expenses Subtotal | 38750187 | ExpensesSubtotal |
| Other Expenses Not Included | 12478562 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 12478562 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 51228749 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | The intended use of the organization's endowment funds are: Scholarships and awards, faculty development, payments to annuity recipients, and educational programs. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The University has received a determination letter from the Internal Revenue Service indicating it is a tax-exempt organization as provided in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal and state income taxes on income related to its exempt purpose. When tax returns are filed, it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would be ultimately sustained. The benefit of a tax position is recognized in the financial statements in the period during which, based on all available evidence, management believes it is more likely than not that the position will be sustained upon examination, including the resolution of appeals or litigation processes, if any. Tax positions taken are not offset or aggregated with other positions. Tax positions that meet the more-likely-than-not recognition threshold are measured as the largest amount of tax benefit that is more than 50 percent likely of being realized upon settlement with the applicable taxing authority. The portion of the benefits associated with tax positions taken that exceeds the amount measured as described above is reflected as a liability for unrecognized tax benefits in the University's statements of financial position along with any associated interest and penalties that would be payable to the taxing authorities upon examination. Generally, years beginning after 2003 are still open to federal taxing jurisdictions. When and if applicable, potential interest and penalty costs are accrued as incurred, with expenses recognized in the appropriate functional expense category in the statements of activities. As of May 31, 2010 and 2009, and the years then ended the University had no tax positions which were highly uncertain and, therefore, had no tax liability recorded. |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses: 251428. | |
| Part XII, Line 4b - Other Adjustments: | Scholarships: 12478562. | |
| Part XIII, Line 2d - Other Adjustments: | Special Event Expenses: 251428. | |
| Part XIII, Line 4b - Other Adjustments: | Scholarships: 12478562. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 0 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | Included in catalog and in application for freshman and transfer admission | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | The University participates in various federal and state programs for financial aid to students and to the University itself. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Caritas | NameOfEvent1 |
| Gross Receipts Event1 | 244407 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 74603 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 169804 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 169804 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Annual Golf Outing | NameOfEvent2 |
| Gross Receipts Event2 | 68330 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 48515 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 19815 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 19815 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 163549 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 101740 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 61809 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 61809 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 476286 | GrossReceiptsTotal |
| Charitable Contributions Total | 224858 | CharitableContributionsTotal |
| Gross Revenue Total Events | 251428 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 251428 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 251428 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships | TypeOfGrant |
| Number Of Recipients | 1496 | NumberOfRecipients |
| Amount Of Cash Grant | 12679548 | 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: Management of the University has controls in place to monitor the use of all grant funds. Each department is responsible for reviewing all amounts charged to grant account numbers in the general ledger. The Development and Financial Aid departments review overall use of scholarship and other grant funds to ensure that the recipients are eligible to receive the funds. Management reviews each department's reports of grant spending on a regular basis, and the Finance Committee and Board of Directors receive quarterly financial reporting packages for review as well. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Vinciguerra Secretary | |||||||||||||
| 217858 | 0 | 0 | 0 | 0 | 0 | 14410 | 0 | 10652 | 0 | 242920 | 0 | 0 | 0 |
| Frank Pascoe | |||||||||||||
| 138445 | 0 | 0 | 0 | 0 | 0 | 14500 | 0 | 12428 | 0 | 165373 | 0 | 0 | 0 |
| William Biebuyck | |||||||||||||
| 130874 | 0 | 0 | 0 | 13302 | 0 | 7001 | 0 | 10652 | 0 | 161829 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | William Biebuyck, VP for Institutional Advancement, received a housing allowance valued at $13,302 included in his 2009 Form W-2. | Explanation |
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 |
|---|---|---|---|---|---|---|
| The County of Will Illinois | ||||||
| 366006672 | 968680AB4 | 2005-04-07 | 17000000 | See Sch. O | 0 | 0 |
| The County of Will Illinois | ||||||
| 366006672 | 968680AC2 | 2007-12-07 | 14000000 | See Sch. O | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|
| 17000000 | 237653 | 16762347 | 2006 | 1 | 0 | 1 | 1 |
| 14000000 | 228870 | 13771130 | 2008 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|
| Fifth Third Bank | ||||||
| 0 | 1 | 1 | 20.000000000000 | 0 | 0 | 0 |
| Fifth Third Bank | ||||||
| 0 | 1 | 1 | 20.000000000000 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Brent Wagner | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Son-in-Law of Trustee John Manner | Relationship |
| Amount Of Transaction | 29000 | AmountOfTransaction |
| Description Of Transaction | Brent Wagner is a broker with Brown & Brown Insurance, an insurance company the University uses. He received a broker service fee. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Signs for Health and Wellness Center | 2 | 275 | COST |
| X | Medical & Office Equip. | 1 | 40000 | COST |
| X | Sound & Recording Equip. | 1 | 72366 | COST |
| X | Drum Microphone | 1 | 500 | COST |
| X | Medical Equip & Medication | 1 | 210091 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributors: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | The organization is reporting the number of contributions and the number of items received. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The return is reviewed for accuracy and completeness by the Chief Financial Officer before it is filed. |
| Form 990, Part VI, Section B, line 12c | The organization follows a bid process to ensure that any exchange of services or funds by the organization with parties where a conflict of interest is present is done so that it is made under arm's length transaction to ensure all parties are treated on an equal footing. Any hint of impropriety is immediately brought to the attention of the President, a member of the Board of Trustees, or one of its many sub-committees. |
| Form 990, Part VI, Section B, line 15 | Compensation process is detailed in the policy manual under compensation. In summary, the goal is to attract and retain qualified staff. The University of St. Francis (USF) will maintain salaries, pay rates, and pay practices that are competitive with the appropriate markets; primarily the market of small and medium sized religious-affiliated universities in Illinois. USF will strive to meet the market, not to trail or lead. For instance, midpoints of pay ranges will be targeted at the midpoints or means of comparable positions in the appropriate job markets. The market survey data used for comparison will be The College and University Professional Association (CUPA-HR) annual surveys for administrator positions and local surveys as may be available for staff (hourly) positions. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Schedule K, Part I, Line A, Column (f): | The proceeds of the issue were used to (i) fund the purchase of the un-owned portion of the Motherhouse from the Congregation of the Third Order of St. Francis of Mary Immaculate of Joliet; (ii) redeem the outstanding $800,000 balance of the Unsecured Illinois Education Facilities Authority Variable Rate Demand Revenue Bonds issued in 1998; (iii) pay a portion of the interest accruing on the bonds; (iv) fund renovations to Marian Hall Dormitory and a portion of the Motherhouse; (v) create and improve parking lots around the campus; and (vi) fund costs associated with the issuance of the bonds. |
| Schedule K, Part I, Line B, Column (f) | The proceeds of the issue were used to (i) fund the renovation (Phase II) of the Motherhouse which includes student housing, food service, and chapel; (ii) fund campus beautification (land improvements) including fountain, paved walkways, outdoor seating, statuary; (iii) fund land acquisition for future campus expansion; (iv) create and improve parking lots; (v) refinance existing debt: two notes payable, each secured by a house; unsecured variable interest rate term loan; unsecured construction loan; (vi) fund safety / crisis management and other communication and security equipment, and (vi) fund costs associated with the issuance of the bonds. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Congreg of the Thrd Order of St Francis of Mary Immac of Joliet | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36-27649001433 Essington Road | AddressLine1 |
| City | Joliet | City |
| State | IL | State |
| ZIP Code | 60435 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Church | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Public Charity Status | Line 1 | PublicCharityStatus |
| 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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