2011-03-11T12:32:10-07:00 2010-04-30 990 2009-05-01 840402707 REGIS UNIVERSITY REGI 3034584100 3333 Regis Blvd C-24 Denver CO 802211099 CHARLES DAHLMAN 3034584949 2010-12-15 2009 2016-02-24 21:20:13Z Regis University 3333 Regis Blvd A-20 Denver CO 802211099 154430564 0 X www.regis.edu X 1912 CO Regis University educates men and women of all ages to take leadership roles and to make a positive impact in a changing society. 33 33 3354 0 436982 216264 10770310 9863500 125677696 135372975 314436 410536 -11383696 8783553 125378746 154430564 24560818 26265342 0 0 72480169 72129321 0 0 1749673 41842663 41356987 138883650 139751650 -13504904 14678914 139493331 149859767 57806112 55174161 81687219 94685606 Regis University educates men and women of all ages to take leadership roles and to make a positive impact in a changing society. 0 0 26000556 5778375 27556190 Higher Education: Regis College-Traditional campus-based four-year undergraduate program 65001390 14445938 68890476 Higher Education: College for Professional Studies-adult education 27182400 6041029 28808745 Higher Education: Rueckert-Harman School for Health Professions-Health Care Education 0 0 0 118184346 1 1 0 1 0 0 1 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 1 151 0 1 3354 1 1 1 0 0 0 0 33 33 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 X X Regis University 3039643640 3333 Regis Blvd Denver CO 802211099 Mary Pat McCormick 0 X 0 0 0 Victor A Perrella 0 X 0 0 0 Robert B Engel 0 X 0 0 0 Charles P Gallagher 0 X 0 0 0 Bertha V Lynn 0 X 0 0 0 Charles J Murphy 0 X 0 0 0 James M McNamee 0 X 0 0 0 Luisa A Staerkel 0 X 0 0 0 Martin J Schmitz 0 X 0 0 0 Michael P Glinsky 0 X 0 0 0 Pasquale M Marranzino Jr 0 X 0 0 0 Richard C Kelly 0 X 0 0 0 Stanton R Kramer 0 X 0 0 0 Walter F Imhoff 0 X 0 0 0 Adm Richard H Truly 0 X 0 0 0 Dr Edwin J Feulner Jr 0 X 0 0 0 Dr JoAnn Rooney 0 X 0 0 0 Most Rev Richard C Hanifen DD 0 X 0 0 0 Rev Andrew F Alexander SJ 0 X 0 0 0 Rev James C Carter SJ 0 X 0 0 0 Rev Kevin L Cullen SJ 0 X 0 0 0 Rev Mauricio Gaborit SJ 0 X 0 0 0 Rev Robert L Niehoff SJ 0 X 0 0 0 Rev Vernon R Heinsz SJ 0 X 0 0 0 Daniel E Berce 0 X 0 0 0 John J Hurley 0 X 0 0 0 John P Box 0 X 0 0 0 Margaret M Hartman 0 X 0 0 0 Edward R Beauvais 0 X 0 0 0 Richard L Robinson 0 X 0 0 0 William J Fortune 0 X 0 0 0 Michael Sheeran SJ 40 X X 0 0 0 Maureen K Barker 0 X 0 0 0 Kevin F Burke 0 X 0 0 0 J Daniel Daly 0 X 0 0 0 Stanton R Kramer 0 X 0 0 0 Mari Ann Martin 0 X 0 0 0 William M Newland 0 X 0 0 0 Mary Pacifico-Valley 0 X 0 0 0 George E Reid 0 X 0 0 0 Philip G Steele 0 X 0 0 0 Lawrence C Heller 40 X X 139486 0 4208 Paul Brocker 40 X 105122 0 11056 Patricia A Ladewig 40 X 113359 0 11688 Allan L Service 40 X 151572 0 17027 Thomas E Reynolds 40 X 117156 0 14011 Karen B Webber 40 X 156978 0 10536 William J Husson 40 X 144178 0 13964 Julie A Crockett 40 X 160935 0 13994 Charles Dahlman 40 X 88714 0 11358 Alonzo L Porter 40 X 150579 0 15121 Lane J Brunner 40 X 179036 0 14031 Marcel J Dumestre 40 X 129245 0 7786 Paul D Ewald 40 X 122400 0 10803 David R Clark 40 X 122400 0 3672 1881160 0 159255 34 0 1 0 0 0 0 0 0 5368785 4494715 35249 9863500 TUITION AND FEES 900099 125255411 125255411 0 0 AUXILIARY SERVICE 721000 6601886 6164904 436982 0 OTHER 900099 3515678 3515678 0 0 0 0 0 0 135372975 381411 381411 0 0 29125 29125 0 0 0 0 0 0 0 0 0 0 0 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 900099 -188803 0 0 -188803 INVESTMENT GAINS 900001 8933474 0 0 8933474 OTHER REVENUE 900099 38882 0 0 38882 0 0 0 0 8783553 154430564 135346529 436982 8783553 0 0 26265342 26265342 0 0 0 0 1248060 173721 942759 131580 0 0 0 0 60163329 51511778 7570543 1081008 1601888 1294366 307522 0 4808553 4273481 535072 0 4307491 3663133 644358 0 0 0 0 0 21844 0 21844 0 120030 0 120030 0 53327 0 53327 0 0 0 101366 0 101366 0 8112291 6737452 1266434 108405 4794436 4749052 42244 3140 2784292 2384668 173912 225712 4607090 3654475 916630 35985 2034658 1614343 353243 67072 328767 276363 50081 2323 7426591 6648864 777727 0 983461 3606 979855 0 EQUIPMENT AND MAINTENANCE 2378977 779119 1574748 25110 MISCELLANEOUS EXPENSE 7609857 4154583 3385936 69338 139751650 118184346 19817631 1749673 29465598 31414975 2559401 2166640 1901805 1804712 8265764 9137521 1096554 1209540 142310532 84095445 64008563 58215087 30088498 43920119 2107148 1991173 139493331 149859767 8862955 9034696 3791206 3798819 3085878 2101425 33190000 31535000 4130783 3834481 4745290 4869740 57806112 55174161 X 45774543 51724952 21491389 22845706 14421287 20114948 81687219 94685606 139493331 149859767 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 53327 53327 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 REGIS UNIVERSITY CONTRACTS WITH LOBBYISTS TO LOBBY DIRECTLY OR INDIRECTLY WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS OR LEGISLATIVE BODIES VIA SEMINARS, CONVENTIONS, SPEECHES, LECTURES OR OTHER MEANS. 0 744041 0 0 X X X EDUCATION 0 31747575 2691093 8269744 1588889 0 101366 41018157 42446561 1956147 -11096678 1444597 0 113858 31747575 0.435 0.49 0.075 0 0 626788 1516990 2143778 505338 100060285 52328363 48237260 0 513190 344145 169045 0 20763952 17214577 3549375 0 18323989 14208360 4115629 58215087 ART 744041 BOND ISSUE COSTS 560027 COLLECTIBLES AND OTHER INVESTMENTS 687105 1991173 0 ANNUITIES PAYABLE 3522689 ASSET RETIREMENT OBLIGATION 690947 INTEREST PAYABLE 656104 4869740 154430564 139751650 14678914 0 0 0 0 -1643467 -1643467 13035447 129839138 0 0 0 -24591426 -24591426 154430564 0 0 0 154430564 116803691 0 0 0 -22947959 -22947959 139751650 0 0 0 139751650 SchD_P03_S00_L04 Schedule D, Part III, Line 4 COLLECTION ITEMS INCLUDE HISTORICAL TREASURES, RELIGIOUS STATUES, AND ARTWORK FOR THE PURPOSES OF PUBLIC EXHIBITION, EDUCATION AND PUBLIC SERVICE. SchD_P05_S00_L04 Schedule D, Part V, Line 4 THE UNIVERSITY'S ENDOWMENT PRIMARILY PROVIDES SCHOLARSHIPS TO STUDENTS OF VARIOUS ACADEMIC PURSUITS. SchD_P10_S00_L00 Schedule D, Part X THE UNIVERSITY ADOPTED ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS. THERE WAS NO IMPACT TO THE UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS AS A RESULT OF THE IMPLEMENTATION OF ASC 740. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Subsidiary revenue of $-354,007 less expenses of $1,289,459 (net $-1,643,467) is included in the audited financial statements and not included in the 990. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Student financial aid of $24,237,419 is deducted from revenue for audited financial statement purposes, but listed as an expense on the 990. Also, subsidiary revenue of $-354,007 is included in the audited financial statements and not included in the 990. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Student financial aid of $24,237,419 is deducted from revenue for audited financial statement purposes, but listed as an expense on the 990. Also, subsidiary expenses of $1,289,459 is included in the audited financial statements and not included in the 990. 1 1 1 REGIS UNIVERSITY HAS THE RACIALLY NONDISCRIMINATORY POLICY POSTED ON ITS WEBSITE. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 REGIS UNIVERSITY RECEIVES FEDERAL FUNDS FROM THE U S DEPT OF ED AND DEPT OF HEALTH AND HUMAN SERVICES FOR STUDENT FINANCIAL AID. FEDERAL PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, PELL SUPPLEMENTAL EDUCATION OPPORTUNITY, WORK-STUDY, PERKINS LOAN, ACADEMIC COMPETITIVENESS, NATIONAL SCIENCE AND MATHEMATICS ACCESS TO RETAIN TALENT, TEACHER EDUCATION ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION GRANTS, NURSING STUDENT LOAN, ETC. 1 1 SCHOLARSHIPS, FINANCIAL AID AND DISCOUNTS TO STUDENTS 8433 24237419 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 REGIS UNIVERSITY COMPLIES WITH ALL APPLICABLE FEDERAL, STATE, AND INSTITUTIONAL LAWS, REGULATIONS, AND GUIDELINES INCLUDING THE U S DEPT OF ED'S STUDENT FINANCIAL AID HANDBOOK AND THE COLORADO DEPT OF HIGHER ED'S POLICY, GUIDELINES AND AUDIT GUIDE. X X 1 0 0 0 0 0 0 0 0 Allan L Service 151572 0 0 0 17027 0 0 0 0 0 168599 0 0 0 Karen B Webber 156978 0 0 0 10536 0 0 0 0 0 167514 0 0 0 William J Husson 144178 0 0 0 13964 0 0 0 0 0 158142 0 0 0 Julie A Crockett 160935 0 0 0 13994 0 0 0 0 0 174929 0 0 0 Alonzo L Porter 150579 0 0 0 15121 0 0 0 0 0 165700 0 0 0 Lane J Brunner 179036 0 0 0 14031 0 0 0 0 0 193067 0 0 0 SchJ_P01_S00_L04 Schedule J, Part I, Line 4 THE FORMER CFO, LAWRENCE HELLER, WAS LAID OFF EFFECTIVE 5-4-10. HE RECEIVED A SEVERANCE PAYMENT OF $79,000 AS PART OF HIS SEPARATION AGREEMENT. COLORADO EDUCATIONAL AND CULTURAL FACILITIES AUTHORITY 2001-02-01 20000000 CAPITAL PROJECTS 0 1 DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT 1962-02-01 1070000 CAPITAL PROJECTS 0 1 COLORADO EDUCATIONAL AND CULTURAL FACILITIES AUTHORITY 2005-02-01 10000000 CAPITAL PROJECTS 0 1 COLORADO POSTSECONDARY EDUCATIONAL FACILITIES AUTHORITY 1997-11-12 10345000 CAPITAL PROJECTS 0 1 0 0 0 0 779863 0 20000000 2004 0 0 1 1 1070000 140007 0 0 0 1000000 1965 0 0 1 1 0 536816 0 0 485852 0 9500000 2009 0 0 1 1 0 1044695 0 347128 0 0 9310500 1997 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Vincent Boryla to provide the University with extra liquidity X 3000000 3000000 0 0 1 3000000 X 11 35249 MARKET VALUE 0 0 1 0 SchM_P01_S00_L33 Schedule M, Part I, Line 33 MARKET VALUE OF STOCK SECURITIES CHECK IN COLUMN A REPORTED IN COLUMN C. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 THE TAX RETURN PDF IS EMAILED TO THE AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW BEFORE FILING. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c LEGAL COUNSEL FOR THE UNIVERSITY SENDS THE CONFLICT OF INTEREST POLICY TO OFFICERS, KEY EMPLOYEES AND MANAGERS REQUESTING THEIR SIGNATURE ON A FORM THAT INDICATES WHAT CONFLICTS OF INTEREST EACH EMPLOYEE MAY HAVE AND THAT THEY UNDERSTAND THE POLICY F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 ALL UNIVERSITY EMPLOYEES' SALARIES ARE ESTABLISHED BY A CENTRAL HUMAN RESOURCES DEPARTMENT. COMPARABILITY DATA IS DERIVED FROM A SAMPLE OF OTHER UNIVERSITIES AND EMPLOYEE COMPENSATION AND BENEFITS SPECIALISTS. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Documents are available on the University website or by request NEW VENTURES IN HIGHER EDUCATION D/B/A NEW VENTURES OF REGIS UNIVERSITY 3333 REGIS BLVD DENVER CO 80221 311727622 DESIGN , DEVELOPMENT AND DELIVERY OF EDUCATION PROGRMAS FOR ADULTS CO 501(c)(3) 509(a)(3) REGIS UNIVERSITY REGIS JESUIT HOLDINGS INC 3333 REGIS BLVD DENVER CO 80221 840847714 HOLDING TITLE TO AND MAINTAINING PROPERTY AND COLLECTING INCOME THEREFROM CO 501(c)(2) REGIS UNIVERSITY REGIS LEARNING SOLUTIONS 433 PARK POINT DRIVE SUITE 2805 GOLDEN CO 80401 020647297 DEVELOP AND SELL EDUCATIONAL AND TRAINING SIMULATIONS CO REGIS UNIVERSITY C 388297 1400563 0.282 1 0 1 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 REGIS JESUIT HOLDINGS INC j 80000 NEW VENTURES IN HIGHER EDUCATION D/B/A NEW VENTURES OF REGIS UNIVERSITY e 750000 NEW VENTURES IN HIGHER EDUCATION D/B/A NEW VENTURES OF REGIS UNIVERSITY n 52277 NEW VENTURES IN HIGHER EDUCATION D/B/A NEW VENTURES OF REGIS UNIVERSITY d 6632418 NEW VENTURES IN HIGHER EDUCATION D/B/A NEW VENTURES OF REGIS UNIVERSITY m 100 REGIS LEARNING SOLUTIONS a-i 125667 REGIS LEARNING SOLUTIONS d 2600000 FORM 8868 COMPLETED FOR 1ST AND 2ND EXTENSIONS. BOTH APPROVED BY IRS. EXTENDED RETURN DUE MARCH 15, 2011, PER NOTICE NUMBER CP211A.