2026-03-16T14:46:10+00:00 2025-04-30 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2024-05-01 350886846 UNIVERSITY OF SAINT FRANCIS OF FORT WAYNE INDIANA INC UNIV 2603997700 2701 SPRING STREET FORT WAYNE IN 468083939 CRAIG TEETSEL VICE PRESIDENT OF FINANCE 2026-03-16 true Lauren Denton P01571860 2604604000 2026-03-16 2024 2025-03-06 01:10:19Z UNIVERSITY OF SAINT FRANCIS DR LANCE RICHEY 2701 SPRING STREET FORT WAYNE IN 468083939 125569476 false X WWW.SF.EDU X 1940 IN The University of Saint Francis offers formation of the whole person by providing an encounter with the heart and mind of Jesus Christ so that God, who is Love, may be loved. Through our Catholic identity, Franciscan charism, and liberal arts tradition, we prepare students for personal and professional lives of virtue, service, and joy. 28 27 964 283 10508 9508 4659927 12088449 63656470 65831707 3463382 8303225 194073 114936 71973852 86338317 27712640 28003218 0 27044010 26772324 217853 249829 1028382 26068404 25808307 81042907 80833678 -9069055 5504639 122819182 122922797 20027019 19591660 102792163 103331137 Rooted in the Catholic and Franciscan traditions of Faith and Reason, the University of Saint Francis engages a diverse community in learning, leadership, and service. false false 62449000 28003218 59821690 Educational Delivery: Expenses for education and instruction. Located in Fort Wayne, Indiana, the University of Saint Francis is a private, Catholic university enrolling approximately 1,800 students in majors such as liberal arts, creative arts, business, and health sciences. 5445770 6010017 Student Services Programs: Athletics and Auxiliary Enterprises - Expenses for athletics, food services, books, merchandise, and residence halls. 67894770 true true false false false false true true false true true false false false true false true false true false false false true true false false false false true true true false false false false false false false false false false true true false false false true false false false false true 2550 0 true 964 true true true false false false false true true false false false false false false X 28 27 true false false false true true true true true false false false true true true true true true true true false false IN X CRAIG TEETSEL 2603998004 2701 SPRING STREET FORT WAYNE IN 46808 Debra Niezer Board Member/Secretary 5.0 0.0 X X 0 0 0 Dr Lance Richey President 40.0 0.0 X X 323635 0 30833 Nicholas Yack Board Member/Treasurer 5.0 0.0 X X 0 0 0 Richard Fox Board Member/Vice Chairman 5.0 0.0 X X 0 0 0 Richard Poinsatte Board Member/Board Chair 5.0 0.0 X X 0 0 0 Ronald Turpin Board Member/Treasurer 5.0 0.0 X X 0 0 0 Sr Maria Gemma Salyer Vice President for Catholic Culture/Student Life 40.0 0.0 X X 0 0 0 Craig Vanderwall Board Member 5.0 0.0 X 0 0 0 David Lupke Board Member 5.0 0.0 X 0 0 0 Dr Abigail Favale Board Member 5.0 0.0 X 0 0 0 Dr Joseph LaRosa Board Member 5.0 0.0 X 0 0 0 Fr Brian Isenbarger Board Member 5.0 0.0 X 0 0 0 Ian Boyce Board Member 5.0 0.0 X 0 0 0 Kathryn Callen Board Member 5.0 0.0 X 0 0 0 Kathryn Miller Board Member 5.0 0.0 X 0 0 0 Most Reverend Kevin Rhoades Board Member 5.0 0.0 X 0 0 0 Patrick Pasterick Board Member 5.0 0.0 X 0 0 0 Sr Gianna Marie Webber Board Member 5.0 0.0 X 0 0 0 Sr Lissetta Gettinger Board Member 5.0 0.0 X 0 0 0 Sr M Clare Reuille Board Member 5.0 0.0 X 0 0 0 Sr M Jennifer Henry Board Member 5.0 0.0 X 0 0 0 Sr M Karol Ann Hoefer Board Member 5.0 0.0 X 0 0 0 Sr M Lenore Schwartz Board Member 5.0 0.0 X 0 0 0 Sr Margaret Mary Mitchel Board Member 5.0 0.0 X 0 0 0 Steve Corona Board Member 5.0 0.0 X 0 0 0 Thomas Creevey Board Member 5.0 0.0 X 0 0 0 Thomas Obergfell Board Member 5.0 0.0 X 0 0 0 William Niezer Board Member 5.0 0.0 X 0 0 0 Angie Harrell Vice President for Healthcare Relations 40.0 0.0 X 196665 0 19734 Craig Teetsel Vice President for Finance 40.0 0.0 X 175369 0 19795 David Rhodes Vice President for Enrollment Management 40.0 0.0 X 178346 0 3806 Ellen Paxton Vice President for Institutional Advancement 40.0 0.0 X 58303 0 5820 Robert Phillips Vice President for Academic Affairs 40.0 0.0 X 53070 0 214 Tracy Stewart Vice President for Academic Affairs 40.0 0.0 X 94231 0 24 Dr Amelia Clark Executive Director - CIPHER 40.0 0.0 X 167694 0 14795 Dr Carolyn Yoder Chief Nursing Officer 40.0 0.0 X 132068 0 12890 Dr Joshua Fairbanks Director of Dept of Medical Sciences 40.0 0.0 X 148084 0 14206 Lewis Pearson Dean of College of Arts, Sciences, and Business 40.0 0.0 X 128785 0 12828 Tricia Bugajski Assistant Vice President for Academic Affairs 40.0 0.0 X 139391 0 5780 1795641 0 140725 26 false true false Ellucian Company LLP 62578 Collections Center Drive Chicago IL 60693 IT SERVICES 2684294 Slingshot LLP 1500 S Western Avenue Marion IN 46953 Campus Shoppe Operator 1595838 Ruffalo Noel Levitz 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 CONSULTING & MARKETING 633630 Calculate LLC 42 Ridgeway Street Newington CT 06111 Marketing Support 467440 Tonn and Blank Construction LLC 1623 Greenwood Ave Michigan City IN 46360 General Contractor 192141 6 866776 1311703 9909970 3444891 12088449 TUITION AND FEES 611310 59413911 59413911 AUXILIARY ENTERPRISES 611310 6010017 6010017 SALES AND SERVICES 611310 31090 31090 MISCELLANEOUS 611310 376689 376689 0 0 0 0 65831707 1144970 1144970 1207 1207 124171 57029 20950 46521 103221 10508 113729 10508 103221 36821026 9500917 29882868 9280820 6938158 220097 7158255 7158255 0 0 0 0 0 86338317 65831707 10508 8407653 26336493 26336493 1666725 1666725 1134677 393051 736173 5453 22506258 19885310 1968651 652297 1215443 990854 182303 42286 280678 239788 33881 7009 1635268 1399441 186938 48889 70658 70658 70250 70250 249829 249829 125950 125950 5747805 3443858 2303947 0 970525 15772 954753 102096 88639 9596 3861 3914939 16288 3898651 1736898 1736898 822019 687987 132225 1807 1090731 832294 241486 16951 416462 416462 3547389 3547389 1308550 313486 995064 AUXILIARY ENTERPRISES 2673061 2673061 INSTRUCTIONAL SUPPORT 1165830 1165830 INSTITUTIONAL SUPPORT 1284985 1284985 ATHLETIC PROGRAMS 760159 760159 0 0 0 0 80833678 67894770 11910526 1028382 17679 2021507 10507832 26070253 3656725 3506080 1597982 2146171 0 0 0 0 80283 2205503 2408237 131085994 65276199 64853969 65809795 30147570 20285530 0 0 9831922 594941 122819182 122922797 6312975 6374193 0 108859 236066 154374 13129192 12661649 0 0 348786 292585 20027019 19591660 76716389 70866981 26075774 32464156 102792163 103331137 122819182 122922797 X 5504639 -5160721 195056 X false true true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 0.0 1 0 0 1 false 0 true 0 859656 X false 37078792 4403805 2699642 452829 3676829 125950 39926631 35674399 902019 4813700 323355 3908578 79393 37078792 33875041 435642 2594401 388981 788792 52912 35674399 36138880 2444149 -3589038 355170 691958 71822 33875041 29979217 504474 6904923 271753 897249 80732 36138880 0.49 0.31 0.2 true false 2955039 2955039 102459204 47591311 54867893 16540980 13128668 3412312 9130771 4556220 4574551 65809795 Federal Income Taxes Finance Lease Liability 292585 292585 53310955 -5160721 262527 -4898194 58209149 125950 28003218 28129168 86338317 52771981 67471 67471 52704510 125950 28003218 28129168 80833678 Schedule D, Part X, Line 2 ASC 740 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part II, Line 9 Conservation easements financial reporting The University recognized no revenue during the year related to this conservation easement and incurred a minimal amount of expenses that are included as general operating expenditures. Schedule D, Part III, Line 4 Collections of art - description of collections The University of Saint Francis' art collection is made up of over 5,000 works of art. The majority of the works include paintings, works on paper, photographs, ceramics, sculpture, and prints. Also included is an antique billiards table. The works of art represent local, regional, national, and international artists. The purpose of the collection is to support the educational endeavors of students and faculty across campus, specifically for those in the university's Division of Creative Arts. The collection is displayed in the John Weatherhead Gallery, the Lupke Gallery, the Gold Fish Gallery, and the Ian and Mimi Rolland Gallery, all of which are open to the public. Schedule D, Part V, Line 4 Intended uses of endowment funds The university's endowment consists of 129 individual funds established for a variety of purposes (e.g. scholarships, capital expenditures, and educational programs.) The endowment includes donor-restricted and board-designated endowment funds. As required by accounting principles generally accepted in the United States of America (GAAP), net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Rental Expense - 67471 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT - 195056 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Student Aid Reclass - 28003218 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Rental Expense - 67471 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Student Aid Reclass - 28003218 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY A statement of non-discrimination is included in most print pieces. "The University of Saint Francis encourages applications from qualified students regardless of age, race, religion, national origin, sex, disability, genetics, and veteran status. the University is a Catholic, Franciscan institution and reserves the right to make employment and education decisions based upon religion. The student body at University of Saint Francis consists of students who enter directly out of high school, those who transfer from other colleges and universities, and adults who wish to expand their professional and personal horizons. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT The Office of Financial Aid at the University of Saint Francis administers financial aid from federal, state, institutional, and private sources according to the federal guidelines provided by the United States Department of Education. The university works with students and families in determining funds to assist students to meet their college expenses. In addition, the University received grants from the Department of Commerce, the Department of Health and Human Services, the National Endowment for the Arts, the Department of Justice, and the Department of Education (TRIO & SIP). Scholarships South America 12 315880 Scholarships applied again Other Scholarships Sub-Saharan Africa 11 274053 Scholarships applied again Other Scholarships Europe (Including Iceland and Greenland) 22 679135 Scholarships applied again Other Scholarships North America (Canada & Mexico only) 5 88825 Scholarships applied again Other Scholarships Central America and the Caribbean 5 52500 Scholarships applied again Other Scholarships Middle East and North Africa 4 63796 Scholarships applied again Other Scholarships East Asia and the Pacific 7 175536 Scholarships applied again Other Scholarships South Asia 1 17000 Scholarships applied again Other false false false false false false X X X X X X X true Empowerment Advisors Inc 4728 COVINGTON ROAD FORT WAYNE IN 46804 CONSULTING false 121781 121781 Gonser Gerber LLP 1776 LEGACY CIRCLE SUITE 100 NAPERVILLE IL 60563 CONSULTING false 26129 26129 McAllister & Quinn LLC 1625 EYE STREET NW SUIT 750 WASHINGTON DC 20006 CONSULTING false 63700 63700 211610 0 211610 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY true SCHOLARSHIPS 1686 26336493 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds The majority of University of Saint Francis students receive financial aid. The Office of Financial Aid at the University of Saint Francis administers financial aid from federal, state, and private resources to the federal guidelines provided by the U.S. Department of Education. The University of Saint Francis bases financial aid awards on the information submitted by the student and family via the FASFA, as well as the student's academic records. X X X X true false false false false false false false false Dr Lance Richey President 323635 0 0 0 0 0 29038 0 1795 0 354468 0 0 0 Angie Harrell Vice President for Healthcare Relations 196665 0 0 0 0 0 18439 0 1295 0 216399 0 0 0 Craig Teetsel Vice President for Finance 175369 0 0 0 0 0 18000 0 1795 0 195164 0 0 0 David Rhodes Vice President for Enrollment Management 143446 0 0 0 34900 0 3400 0 406 0 182152 0 0 0 Dr Amelia Clark Executive Director - CIPHER 167694 0 0 0 0 0 13000 0 1795 0 182489 0 0 0 Dr Joshua Fairbanks Director of Dept of Medical Sciences 148084 0 0 0 0 0 13650 0 556 0 162290 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment David Rhodes: Gross Applicable Amount - $34,900 A CITY OF FORT WAYNE INDIANA 356001029 2017-12-01 15000000 To retire 8/1/08 bond issuance and fund construction projections occurring on campus false false false A 2285885 15000000 358795 72336 11207664 3720000 2019 true false true true A false false false false false false 0 0 0.0 false false 0 false false A false false true false false false 0 false false false 0 false false false A true 4 614350 Market value 4 68956 Market value 1 2750000 Market value X MISCELLANEOUS 8 11585 Market value 2 false true false Schedule M, Part I COLUMN B THE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN B OF SCHEDULE M, PART I. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons William Niezer - Family relationship, Debra Niezer - Family relationship Form 990, Part VI, Line 6 Classes of members or stockholders The Corporation shall only have one class of members. The Sisters of the Eastern Province of the Congregation (the "Province"), who from time to time constitute the Provincial Leadership of the Province (the Provincial and Council collectively called "Provincial Leadership"), shall be members of the Corporation. Membership in the Corporation shall not be transferable. The Provincial serves as the Chair of the Members. She may designate another Member to act on her behalf as the chair or in any other matter. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The entire Board shall consist of no more than 31 persons, 25 to be elected and 6 to serve as ex-officio with full voice and vote. The Members shall elect the 25 Trustees. Three of the elected Trustees shall be members of the Province, the remaining 22 Trustees need not be members of the Province. One of the 25 elected Trustees may be a person serving on the academic or administrative staff of the university, if they are a member of the Province. The 6 ex-officio Trustees shall be persons from time to time holding the following positions, three of whom shall also be Members; (a) The Chair of the Members, or their designee; (b) Treasurer of the Province; (c) President of the Corporation; (d)(e) Two sisters from the Province, appointed by the Members; (f) Diocese of Fort Wayne-South Bend representative, appointed by the Bishop. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The Members of the Corporation shall be entitled to vote (each Member having one vote) on the following matters reserved exclusively to the Members (a) Amendments to the Articles of Incorporation; (b) Voluntary dissolution of the Corporation or such revocation of dissolution; (c) Amendment to the mission or philosophy statements of the Corporation; (d) Any merger or consolidation of the Corporation with or into any other corporations; (e) Alienation of property or encumbrance of debt as defined in Canon Law; (f) Appointment or removal of the President of the Corporation; (g) Appointment or removal of the Chairperson of the Board; (h) Election or removal of the Trustees of the Corporation; (i) Election or removal of the Honorary Trustees and Emeritus Trustees; (j) Adoption, amendment, or repeal of the Bylaws of the Corporation. Members may vote in person. Except as otherwise required by law, members shall have no voting rights other than expressly stated above. Form 990, Part VI, Line 11b Review of form 990 by governing body The completed Form 990 is reviewed by two Board Committees (Finance & Investment and Compensation Committees) in advance of the full Board review at the fall meeting. Form 990, Part VI, Line 12c Conflict of interest policy Annually, Conflict of Interest Declaration Forms are provided to officers, trustees, and key employees for completion. Upon return, the data is reviewed by the Compensation Committee of the Board in conjunction with Form 990 Parts VI and VII. Board Committee liaisons and chairpersons monitor committee decisions and discussions for potential conflicts of interest. Parties with conflict of interest are not included in discussions or permitted to vote on the matter. Form 990, Part VI, Line 15a Process to establish compensation of top management official Annually, the compensation of the President, officers, and key employees are reviewed and deliberated on by the Compensation Committee of the Board of Trustees. The data included for this review includes both proposed compensation and bench marking data for comparison and mapping to the compensation philosophy of the University of Saint Francis. Form 990, Part VI, Line 15b Process to establish compensation of other employees Annually, the compensation of the President, officers, and key employees are reviewed and deliberated on by the Compensation Committee of the Board of Trustees. The data included for this review includes both proposed compensation and bench marking data for comparison and mapping to the compensation philosophy of the University of Saint Francis. Form 990, Part VI, Line 19 Required documents available to the public University of Saint Francis makes its governing document, conflict of interest policy and financial statements available to the public upon request. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN SPLIT-INTEREST AGREEMENT - 195056; Total - 195056; SISTERS OF SAINT FRANCIS OF PERPETUAL ADORATION 1515 DRAGOON TRAIL MISHAWAKA IN 46546 351328145 THE RELIGIOUS COMMUNITY SPONSORING THE UNIVERSITY IN 501(c)(3) 1 NA false INDEPENDENT COLLEGES OF INDIANA INC 30 SOUTH MERIDIAN STREET INDIANAPOLIS IN 46204 310901001 EDUCATION IN 501(c)(3) Type I NA false SSFPA MINISTRY CORPORATION INC PO BOX 766 MISHAWAKA IN 46546 352033395 RELIGIOUS ORG IN 501(c)(3) 1 NA false FRANCISCAN ALLIANCE INC 1515 WEST DRAGOON TRAIL MISHAWAKA IN 46544 351330472 HOSPITAL IN 501(c)(3) 3 NA false TONN & BLANK CONSTRUCTION LLC 1623 GREENWOOD AVENUE MICHIGAN CITY IN 46360 263919039 CONSTRUCTION IN FHC false false false false true false false false false false false false false true true false false false true false false