2011-05-10T08:39:13-07:00 2010-06-30 990 2009-07-01 470376583 CREIGHTON UNIVERSITY CREI 4022804093 2500 California Plaza Omaha NE 681780410 Jan Madsen 4022804093 2011-05-10 2009 2016-02-24 21:20:13Z Jan D Madsen 2500 California Plaza Omaha NE 681780410 551687286 0 X www.creighton.edu X 1878 NE Creighton University, founded in 1878, is one of 28 Jesuit, Catholic universities in the U.S. Through its 9 colleges and schools and academic medical center, Creighton provides more than 4,200 undergraduate and more than 3,400 professional and graduate students an atmosphere that challenges them academically and professionally, and supports and inspires them individually. Community service is a hallmark of Creighton's Jesuit, Catholic tradition and foundational to its mission: Last year, students, faculty and staff volunteered more than 295,000 hours through more than 800 outreach programs-locally, nationally and internationally. Creighton Medical Associates provided $8.1 million in health care to the uninsured or underinsured. In 2010, the University also sent 5 care teams to provide health care and medical supplies to victims of the Haiti earthquake and raised approximately $250,000 for Haiti relief. 36 32 6514 638 -187489 -332877 70984808 63980020 372722155 394832490 -13153692 14016414 412386 420579 430965657 473249503 51161258 57587236 0 0 260148340 263923810 0 0 3463518 136451231 141497250 447760829 463008296 -16795172 10241207 858045762 853721511 407104577 366021804 450941185 487699707 Creighton University is a Catholic and Jesuit comprehensive university committed to excellence in its selected undergraduate, graduate and professional programs. As Catholic, Creighton is dedicated to the pursuit of truth in all its forms and is guided by the living tradition of the Catholic Church. As Jesuit, Creighton participates in the tradition of the Society of Jesus, which provides an integrating vision of the world that arises out of a knowledge and love of Jesus Christ. As comprehensive, Creighton's education embraces nine colleges and schools and is directed to the intellectual, social, spiritual, physical and recreational aspects of students' lives and to the promotion of justice. 0 0 182635967 57587236 223210595 Higher Education: Instruction - Creighton University, founded in 1878, is a private Jesuit, Catholic educational institution with more than 7,600 students of diverse faiths, races and ethnic backgrounds from across the United States and 40 countries. The University provides its more than 4,200 undergraduate and more than 3,400 professional and graduate students a balanced educational experience, a rigorous academic agenda and a broad range of disciplines. Creighton's distinctive approach to education instills not just information but ideals, imbues not just technical skills but critical and creative thinking, and inspires not just competence but professional distinction and faith-based leadership and service. In addition to the College of Arts and Sciences, which enrolls 35 percent of the University's students, Creighton University includes the College of Business, the Graduate School, and the Schools of Dentistry, Law, Medicine, Nursing, Pharmacy and Health Professions, and University College. (7,662 students) 94174687 0 132523849 Higher Education: Health Care Services - Creighton University's four health sciences schools-dentistry, medicine, nursing, and pharmacy and health professions-educate health care professionals that are highly trained in health care delivery. Creighton Medical Associates (CMA) is the multispecialty faculty group supporting the clinical and academic missions of the Creighton University School of Medicine. Organized in 1994, CMA has 228 physicians and midlevel providers representing 36 specialties. As a division of the School of Medicine, CMA serves more than 100,000 patients annually at the University's primary teaching hospital, Creighton University Medical Center (CUMC), community-based clinics in the Omaha metropolitan area, and at rural outreach clinics in Iowa and Nebraska. CUMC and Creighton's other affiliated hospitals and clinics provide training for more than 2,500 dental, medical, nursing, pharmacy and occupational and physical therapy students. (2,518 students) 44579831 0 27774510 Student Services Programs: Auxiliary Services - From its inception in 1878, Creighton University's mission has been to educate the whole student-including the intellectual, spiritual, cultural, social, and physical/recreational aspects of student development. Balancing the "living" and the "learning" needs of its students has been the central mission of the University. The Division of Student Services has evolved over the years, inspired by the University's Jesuit, Catholic tradition that enhances the individual's experience and fosters the pursuit of excellence for students in all communities. Today, Student Services programs include campus recreation and intramurals; career services; health and counseling services; residence life and food services (9 residence halls and approximately 2,500 students); leadership programs; Greek life (fraternities and sororities); women's center; multicultural center; student success center; student government (including 9 school governments); student centers; 200+ student clubs/organizations and 14 NCAA Division I athletic teams. (9 residence halls) 27893966 0 11326205 Sponsored Research and Other Education and General 27893966 0 11326205 349284451 1 1 0 1 0 0 0 0 1 1 0 1 1 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 1 1213 0 1 6514 1 1 1 0 0 0 0 1 1 0 0 0 36 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jan D Madsen 4022804093 2500 California Plaza Omaha NE 681780410 Mr Mogens C Bay 1.00 X 0 0 0 Rev Ned H Cassem SJ MD 1.00 X 0 0 0 Ms Mary Walton Conti MD 1.00 X 0 0 0 Ms Mimi A Feller 1.00 X 0 0 0 Mr William A Fitzgerald 1.00 X X 0 0 0 Mr Ronald B Gartlan 1.00 X 0 0 0 Mr W Gary Gates 1.00 X 0 0 0 Mr Bruce Grewcock 1.00 X 0 0 0 Mr George F Haddix Ph D 1.00 X 0 0 0 Mr Howard L Hawks 1.00 X 0 0 0 Mr Frank L Hayes 1.00 X 0 0 0 Mr Mark Denniston Huber 1.00 X 0 0 0 Ms Susan M Jacques GG FGA 1.00 X 0 0 0 Mr Richard T Kizer 1.00 X 0 0 0 Rev Peter J Klink SJ 1.00 X 0 0 0 Mr Bruce R Lauritzen 1.00 X 0 0 0 Ms Deborah A MacDonald 1.00 X 0 0 0 Mr Floyd J Malveaux MD Ph D 1.00 X 0 0 0 Mr Patrick E Mascia 1.00 X 0 0 0 Mr Chris J Murphy 1.00 X 0 0 0 Mr Michael R McCarthy 1.00 X 0 0 0 Ms Jane Miller 1.00 X 0 0 0 Mr Joseph H Moglia 1.00 X 0 0 0 Mr Daniel P Neary 1.00 X 0 0 0 Rev Roc O'Connor SJ 1.00 X 0 0 0 Mr Mark H Rauenhorst 1.00 X 0 0 0 Mr Robert A Reed 1.00 X 0 0 0 Mr Bruce C Rohde 1.00 X X 0 0 0 Rev Philip J Rossi SJ 1.00 X 0 0 0 Ms Constance M Ryan 1.00 X 0 0 0 Mr Alan Simon 1.00 X 0 0 0 Rev Gerard L Stockhausen SJ 1.00 X 0 0 0 Ms Gail Werner Robertson 1.00 X 0 0 0 Mr James R Young 1.00 X 0 0 0 Mr Patrick J Zenner 1.00 X 0 0 0 John P Schlegel SJ 40 X X 0 0 0 Andrew Alexander SJ 40 X 0 0 0 Patrick J Borchers JD 40 X 279124 0 60588 Amy S Bones JD 40 X 170410 0 20975 Daniel E Burkey 40 X 225722 0 74763 Lisa D Calvert 40 X 202658 0 24594 John C Cernech Ph D 40 X 178322 0 23882 Donald Frey MD 40 X 282232 0 28962 Robert P Heaney MD 40 X 305549 0 28514 Greg D Jahn JD 20 X 119678 0 9008 Brian A Young 40 X 204206 0 20052 Robert J Leuger Ph D 40 X 157442 0 18452 Rowan K Zetterman MD 40 X 317723 0 20447 Dana D Altman 40 X 977477 0 31053 Terence L Zach MD 40 X 754630 0 74314 Christopher A Huerter MD 40 X 641166 0 45551 Harold A Kaftan MD 40 X 607651 0 31691 Michael Basoom MD 40 X 537594 0 31691 Cam E Enarson MD 0 X 207570 0 25053 6169154 0 569590 382 1 1 0 Creighton University Medical Center 601 North 30th Street Omaha NE 68131 Rental of real property 2392834 AOSNC LLC Alexander Open Systems PO Box 410485 Kansas City MO 641410485 Technology consulting 970663 Association of Regional and University Pathologists ARUP Inc PO Box 27964 Salt Lake City UT 84127 Medical services 505469 Twin Creek LP 3906 Raynor Parkway Bellevue NE 68123 Real Estate Rental 406579 Ruffalocody LLC c/o Burdenski Taylor Consulting PO Box 3018 Cedar Rapids IA 524043018 Enrollment Management Services 289750 25 0 0 93446 5392291 22282936 36211347 5731272 63980020 Tuition & Fees 900099 223210595 223210595 0 0 Healthcare Services 900099 132523849 132523849 0 0 Auxiliary Services 900099 27771841 27644936 126905 0 Other Education & General 900099 11326205 11272708 53497 0 0 0 0 0 394832490 18575737 0 -367891 18943628 0 0 0 0 77190 0 0 77190 0 0 73721956 0 78281279 0 -4559323 0 -4559323 0 0 -4559323 499893 93446 156504 343389 343389 0 0 0 473249503 394995477 -187489 14461495 0 57587236 57587236 2843979 2843979 211908240 157033567 52848569 2026104 11450811 8386088 2947228 117495 24551405 18222260 5794792 534353 13169375 9644692 3389554 135129 552592 70020 482572 201788 3096 198692 242349 242349 1954132 24000 1930132 15754137 12717973 2910270 125894 31368325 27065996 4109468 192861 4505270 1622691 2881201 1378 16392778 16038841 349398 4539 4980886 3436163 1381509 163214 2351969 1270192 1056252 25525 7634344 5809736 1824608 23829017 16286800 7542217 5004658 1043704 3960954 Other Expenses 21681858 9480726 12113309 87823 Equipment 4704242 3201848 1453191 49203 Obligation Accretion 338905 338822 83 0 463008296 349284451 110260327 3463518 26708314 1652118 22610172 3185734 22413209 17242928 26893677 24909192 45093809 38702016 1178941 1542663 1679878 2081538 661715153 271526101 391555991 390189052 251333159 280743316 44610590 56570041 23968022 36902913 858045762 853721511 42863448 41370116 15688599 14780017 154185069 145207805 19828502 18048809 77240909 33492946 97298050 113122111 407104577 366021804 X 155648751 183959296 127794708 130934048 167497726 172806363 450941185 487699707 858045762 853721511 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 242349 242349 462765947 463008296 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 243719 252032 257807 242349 995907 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 225445081 2932260 35764614 4516142 4658313 1948188 253019312 295686890 5318858 -59284707 4972614 9700269 1603077 225445081 0.27 0.63 0.1 1 0 0 44034284 44034284 0 431015241 158433961 272581280 0 14415979 9256856 5159123 0 104966264 71094236 33872028 0 67283385 32741048 34542337 390189052 Private Equity Investments 54156709 F TIF Loan 1600301 F Estate Deed of Trust 813031 F 56570041 Other Assets 36902913 36902913 Refundable Student Loans 29792310 Liability Under Securities Lending Agreement 29770860 Interest Rate Swaps 21970861 Reserves 15984266 Other Liabilities 15603814 113122111 473249503 463008296 10241207 26071826 0 0 0 -36550 26035276 36276483 441857123 26071826 0 0 -20355 26051471 415805652 0 57443851 57443851 473249503 405580640 0 0 0 16195 16195 405564445 0 57443851 57443851 463008296 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The University's intended usage for endowment fund earnings are primarily for scholarships, operations, and academic support. SchD_P10_S00_L00 Schedule D, Part X The University adopted FIN 48 during the year ended June 30, 2008. As of June 30, 2010, the University has no liability for unrecognized tax benefits. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 This represents net loss from related entities included in the University's audited financial statements for which separate Form 990s are filed. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d This represents negative revenues from related entities included in the University's audited financial statements for which separate Form 990s are filed. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b This represents tuition discount and scholarship allowances deducted from revenues in our audited financial statements. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d The represents expenses from related entities included in the University's audited financial statements for which separate tax returns are files. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b This represents tuition discounts and scholarship allowances deducted from expenses for the audited financial statements. 1 1 1 Creighton University's nondiscrimination policy is stated in all publications from admissions and in all brochures issued by the Registrar. Nondiscrimination Policy: Creighton admits qualified students and hires qualified employees without regard to race, color, age, national or ethnic origin, disability, sex, marital status, or religion. Its education and employment policies, scholarship and loan programs, and other programs and activities are administered without unlawful discrimination. The University is taking affirmative action to employ and advance in employment qualified disabled veterans and veterans of the Vietnam-era. The University affirmative action director has been delegated the responsibility for coordination of the University's equal rights efforts. It is also the policy of the University to make all programs and services available to all individuals with disabilities. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 Creighton University received federal funds in the form of research grants, scholarship funds, and contract payments. The University receives no governmental apportionments designed to supplement operating revenues. 1 Central America and the Caribbean 0 1 Program Services Service learning program abroad and earthquake relief 410222 Europe (including Iceland and Greenland) 0 0 Program Services Group based summer trips led by faculty members in which students travel together while taking a course taught by the faculty member. 137288 East Asia and the Pacific 0 0 Program Services Group based summer trips led by faculty members in which students travel together while taking a course taught by the faculty member 107082 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Group based summer trips led by faculty member in which students travel together while taking a course taught by the faculty member. 9019 0 1 663611 Bluejay Jamboree 369321 74855 294466 8000 0 0 15957 5000 50049 Bluejay Bash 118158 1850 116308 0 14875 8281 7629 0 2919 4 105860 16741 89119 0 3133 22751 10330 0 7580 593339 93446 499893 8000 18008 31032 33916 5000 60548 156504 343389 1 Undergraduate Scholarships 4864 45285838 Graduate/Professional Scholarships 851 5957282 Undergraduate Remissions 509 3759002 Graduate/Professional Remissions 883 2585114 SchI_P01_S00_L02 Schedule I, Part I, Line 2 The grants and/or assistance provided to students is posted to the students' accounts, ensuring that the funds are used as intended. X X 0 0 X X X 0 0 0 0 0 0 0 0 0 Amy S Bones JD 159550 0 0 0 10860 0 13221 0 7754 0 191385 0 0 0 Patrick J Borchers JD 271357 0 0 0 7767 0 19600 0 40988 0 339712 0 0 0 Daniel E Burkey 214515 0 0 0 11207 0 17760 0 57003 0 300485 0 0 0 Lisa D Calvert 190500 0 0 0 12158 0 15680 0 8914 0 227252 0 0 0 John C Cernech Ph D 160265 0 0 0 18057 0 14782 0 9100 0 202204 0 0 0 Donald Frey MD 278912 0 0 0 3320 0 19600 0 9362 0 311194 0 0 0 Robert P Heaney MD 278966 0 0 0 26583 0 19600 0 8914 0 334063 0 0 0 Brian A Young 193750 0 0 0 10456 0 15620 0 4432 0 224258 0 0 0 Robert J Leuger Ph D 157442 0 0 0 0 0 12800 0 5652 0 175894 0 0 0 Rowan K Zetterman MD 317723 0 0 0 0 0 19600 0 847 0 338170 0 0 0 Dana D Altman 868542 0 70000 0 38935 0 18400 0 12653 0 1008530 0 0 0 Terence L Zach MD 738130 0 0 0 16500 0 19600 0 54713 0 828943 0 0 0 Christopher A Huerter MD 641166 0 0 0 0 0 19600 0 25951 0 686717 0 0 0 Harold A Kaftan MD 591151 0 0 0 16500 0 19600 0 12091 0 639342 0 0 0 Michael Basoom MD 521094 0 0 0 16500 0 19600 0 12091 0 569285 0 0 0 Cam E Enarson MD 206740 0 0 0 830 0 16961 0 8092 0 232623 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The University's President is provided housing in a residence hall, which is a requirement of his position. Club dues/membership fees are paid for some of the employees listed on Schedule J and are included in Box 5 W-2 wages. SchJ_P01_S00_L01b Schedule J, Part I, Line 1b As stated relating to Line 1a, the President is the only employee provided residence, therefore there is no specific policy. The club dues that are reimbursed are specific to the related employees' employment contract instead of an overall University policy. Nebraska Educational Finance Authority 521293953 63966PKQ6 2003-08-12 1000000 Facility Improvements 0 0 The County of Douglas - Nebraska 476006455 259226AA6 2005-02-16 20601028 Residence Hall 0 0 Nebraska Educational Finance Authority 521293953 63966PQS6 2005-12-20 17360000 Refund prior issues (6/25/96 and 8/6/97) 0 0 Nebraska Educational Finance Authority 521293953 2008-04-10 1476679 Clinical remodel 0 0 The County of Douglas - Nebraska 476006455 2008-04-10 9611771 Clinial remodel, equipment, building 0 0 1001288 0 0 0 15000 0 986288 2004 0 0 1 1 21295018 0 0 0 402257 0 20892762 2006 0 0 1 1 14256 0 0 0 14256 0 0 1 0 1 1 1494780 0 0 0 26679 0 1468101 2009 0 0 1 1 9730361 0 0 0 111771 0 9618590 2009 0 0 1 1 0 0 0 0 1 0 0 0 1 0 1 1 0 1 0.026 0 0.026 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 Nebraska Educational Finance Authority 521293953 63966PSJ4 2008-07-30 104690000 Refund prior issues (03/19/2003, 04/08/2005, 12/20/2005) 0 0 The County of Douglas - Nebraska 476006455 2009-11-25 7076000 Buildings and equipment 0 0 The County of Douglas - Nebraska 476006455 2007-09-01 25000000 Acquisition and construction 0 0 1080180 0 0 0 1080180 0 0 1 0 1 1 2500000 0 0 0 0 0 2500000 0 0 0 1 25000000 0 0 0 32500 0 24967500 2009 0 0 1 1 0 1 1 0 1 0.026 0 0.026 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 Fellowship Recipients Child of Director Fellowship Omaha Public Power Company Mr. Gary Gates is officer of OPPD and director of Creighton University 2230660 Utilities services 0 Mutual of Omaha Insurance Company Mr. Daniel Neary is officer of Mutual of Omaha Insurance Co. and director of Creighton University 1882287 Various life insurance coverages and disability coverage 0 First National Bank of Omaha Mr. Bruce Lauritzen is officer of FNB and director of Creighton University 212018 Fees for banking transations 0 X 3 941000 Appraised value X 92 1228307 Market price X 3 3433965 Appraised value X Clinical system 1 128000 Cost of donated property 3 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b Third party brokers are used to sell securities received as contributions upon receipt. SchM_P01_S00_L33 Schedule M, Part I, Line 33 Noncash gifts < $5,000 other than marketable securities are not recorded as revenue by the University. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 The Form 990 is completed and reviewed by management. Upon completion, the Audit Committee of the Board of Directors reviews the Form 990. Prior to filing, all members of the Board of Directors are provided a copy of the Form 990 via email with communication stating that the Audit Committee has completed its review. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The University requires all directors, officers and key employees to complete conflict of interest statements annually. The information provided is reviewed by the board and management as appropriate and if a conflict is determined to exist, appropriate action to be taken is identified to manage, reduce or eliminate the conflict. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The process for determining compensation for the President, Vice Presidents, and Key Employees (specifically the Deans in the two largest schools in the University) involves the following: 1) a gathering of comparability data which is reviewed and approved by the independent Executive Compensation Committee; 2) a review of the same information by the President; and 3) a review of the information by the Senior Vice President for Operations with a member of the Board of Directors' Executive Committee. The Board Executive Committee member then reports the results of his review to the full Executive Committee of the Board of Directors. This process is documented in minutes from the related committees. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The University's Conflict of Interest policy and financial statements can be found on the University's website or are available upon request. F990_P07_S0A_L01b Form 990, Part VII, Section A, Line 1b The compensation for John P Schlegel, President and Andrew Alexander, SJ, Vice President, are paid to the Wisconsin Province of the Society of Jesus. Therefore, Creighton University does not report W-2 compensation for either of these two officers. SchK_P02_S00_L04 Schedule K, Part II, Line 4 For the 11/25/2009 issue, the debt was issued on a draw-down basis. There are no unspent proceeds as the principal amoutn drawn of $2,500,000 was for the payment of project and issuance costs. SchK_P02_S00_L05 Schedule K, Part II, Line 5 For the 2/16/05 issuance, this amount represents Issuance Costs of $173,500 and Credit Enhancement Fee of $228,757. For the 7/30/08 issuance, this amount represents Issuance Costs of $442,827 and Credit Enhancement Fee of $637,353. Health Future Foundation 2500 California Plaza Omaha NE 68178 470675662 Healthcare education; research; local indigent care NE 501(c)3 11 Type 1 N/A Creighton Healthcare Inc 2500 California Plaza Omaha NE 68178 470783711 Minority interest in teaching hospital NE 501(c)3 11 Type 1 N/A Creighton University - Boys Town Healthcare Foundation 511 N 20th Street Omaha NE 68178 470841669 Receive grants and dispurse to its members NE 501(c)3 11 Type 2 N/A Creighton Soccer Stadium Inc 2500 California Plaza Omaha NE 68178 470151500 Rental of real estate NE N/A C 0 651836 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 Health Future Foundation c 2679003 Creighton University - Boys Town Healthcare Foundation c 2676698