2024-05-15T08:19:52-05:00 2023-06-30 341897225 HILL BARTH & KING LLC 3838 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 34103 990 2022-07-01 030482006 AVE MARIA UNIVERSITY INC AVEM 2392802500 5050 AVE MARIA BLVD AVE MARIA FL 34142 EUGENE MUNIN VP FINANCE/CFO 2392802500 2024-04-29 1 EUGENE MUNIN 999009999 0 DARBY BEAVERSON P01262805 2392632111 2024-04-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EUGENE MUNIN 5050 AVE MARIA BLVD AVE MARIA FL 34142 98335658 0 X WWW.AVEMARIA.EDU X 2002 FL UNIVERSITY EDUCATION GROUNDED IN THE TRADITIONS AND FAITH OF THE ROMAN CATHOLIC CHURCH 20 20 915 27 0 0 30783104 19912152 46136077 50552284 -1256463 1130590 -128801 992396 75533917 72587422 20358224 20056071 0 0 19480986 20099222 0 0 3269876 26698670 29979173 66537880 70134466 8996037 2452956 242009071 246761373 60540370 60649114 181468701 186112259 X SEE SCHEDULE O. 0 0 58416190 20056071 50765830 OPERATING A UNIVERSITY DEDICATED TO INSTRUCTING AND TRAINING INDIVIDUALS TOWARDS A BACCALAUREATE, MASTERS OR DOCTORATE DEGREE. 1,252 STUDENTS WERE SEEKING DEGREES AT AMU DURING THE FALL 2022-2023 SCHOOL YEAR. 58416190 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 64 0 915 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 AK KS NH OR KY LA MA MD MO WA X X EUGENE MUNIN 2392801674 5050 AVE MARIA BLVD AVE MARIA FL 34142 ANNE HENDERSHOTT TRUSTEE 2.00 X 0 0 0 ANTHONY D'AGOSTINO TRUSTEE 2.00 X 0 0 0 BARBARA B HENKELS TRUSTEE EMERITUS 2.00 X 0 0 0 BERNADETTE LUCA TRUSTEE (THRU AUG 2022) 2.00 X 0 0 0 BISHOP FRANK J DEWANE TRUSTEE, EX OFFICIO 2.00 X 0 0 0 BISHOP STEPHEN PARKES TRUSTEE 2.00 X 0 0 0 CHRISTOPHER G FAHEY TRUSTEE 2.00 X 0 0 0 DANIEL N MEZZALINGUA TRUSTEE EMERITUS 2.00 X 0 0 0 DAVE DURAND TRUSTEE 2.00 X 0 0 0 DEACON STEVEN MARCUS TRUSTEE 2.00 X 0 0 0 DENZIL SAMUELS TRUSTEE 2.00 X 0 0 0 DONNA M BRADT TRUSTEE 2.00 X 0 0 0 EUGENE MUNIN VP FINANCE/CFO 40.00 1.00 X X 197803 0 0 GLORY L SULLIVAN TRUSTEE EMERITUS 2.00 X 0 0 0 GREG DOLAN TRUSTEE 2.00 X 0 0 0 JOHN V TIPPMANN SR TRUSTEE EMERITUS 2.00 X X 0 0 0 JOSEPH C CANIZARO TRUSTEE EMERITUS 2.00 X 0 0 0 KENNY WOOD TRUSTEE 2.00 X 0 0 0 LUSANT ORDONEZ TRUSTEE 2.00 X 0 0 0 MARK MIDDENDORF PRESIDENT 40.00 X X 389154 0 61539 MICHAEL KANE TRUSTEE 2.00 X 0 0 0 MICHAEL TIMMIS TRUSTEE EMERITUS 2.00 X 0 0 0 PATRICK T RAINEY TRUSTEE/CHAIRMAN 10.00 X X 0 0 0 PAUL R RONEY TRUSTEE 2.00 X 0 0 0 SR JOHN DOMINIC TRUSTEE 2.00 X 0 0 0 TERRENCE O'DAY TRUSTEE 2.00 X 0 0 0 THOMAS P PRINCE TRUSTEE (THRU MAR 2023) 2.00 X 0 0 0 THOMAS S MONAGHAN TRUSTEE/CHANCELLOR 5.00 X X 0 0 0 TIMOTHY PATTON TRUSTEE 2.00 X 0 0 0 BRENT JOHNSON VP ENROLLMENT 40.00 X 114365 0 0 JOSEPH P PATTERSON ATHLETIC DIRECTOR 40.00 X 155661 0 0 JULIE K MUSSELMAN CHEIF OF STAFF 40.00 X 123598 0 0 KIMBERLY M KING VP STUDENT AFFAIRS 40.00 X 157841 0 0 RATCHAPOL DEJTHAI VP IT/CIO 40.00 X 201069 0 0 ROGER NUTT VP ACADEMIC AFFAIRS 40.00 1.00 X 286531 0 0 SUSAN W GALLAGHER VP MARKETING 40.00 X 147720 0 0 TIMOTHY J DOCKERY VP ADVANCEMENT 40.00 X 196939 0 0 GABRIEL X MARTINEZ BUSINESS INST. ASSOC. PROF 40.00 X 160945 0 0 PATRICK J O'CONNELL PRINCIPAL GIFT OFFICER 40.00 X 176884 0 0 PETER S WHALEN ASSOC PROF MKTG & ENTREPRE 40.00 X 154057 0 0 DANIEL J DAVY ASST DEAN OF FACULTY 40.00 X 145403 0 0 JEFFREY P FENUCCIO PROFESSOR 40.00 X 135108 0 0 MICHAEL A DAUPHINAIS ASSOC. THEOLOGY PROFESSOR 40.00 X 136670 0 0 MICHAEL MARSALLI PROFESSOR 40.00 X 137483 0 0 TRAVIS R CUTRIGHT PROFESSOR 40.00 X 124792 0 0 CHRISTOPHER P ICE (FORMER) PRESIDENT 0.00 X 314629 0 0 3456652 0 61539 44 1 1 0 AVE MARIA DEVELOPMENT LLLP 5076 ANNUNCIATION CIR 104 AVE MARIA FL 34142 BUILDING CONTRACTOR 438034 HILL BARTH & KING LLC 3838 TAMIAMI TRAIL NORTH NAPLES FL 34103 AUDIT, TAX, AND CONSULTING SERVICES 131000 GARY M NEMETH 498 NW 1ST ST BOCA RATON FL 33432 CIVIL ENGINEERING SERVICES 101626 3 201286 2967784 283415 16459667 1370198 19912152 TUITION AND FEES 611710 32527208 32527208 FACULTY AND STUDENT HOUSING 531110 13358996 13358996 MISCELLANEOUS PROGRAM REVENUE 611710 4666080 4666080 50552284 1271021 1271021 45475 45475 592052 0 592052 592052 592052 25212000 25343964 8467 -131964 -8467 -140431 -140431 114340 201286 156349 -42009 -42009 422788 239456 183332 183332 CHANGE IN SPLIT INT AGREEMENT 611710 213546 213546 213546 72587422 50765830 0 1909440 20056071 20056071 2510144 2041585 298385 170174 14103366 11470743 1676489 956134 146986 119548 17472 9966 1948757 1584989 231652 132116 1389969 1130508 165228 94233 796771 122516 638925 35330 160428 120898 28912 10618 1212126 186384 971995 53747 702769 558944 96274 47551 1479479 1176695 202678 100106 796146 633210 109066 53870 5731764 4558726 785210 387828 988216 785972 135378 66866 210721 167596 28867 14258 5028208 3720875 1005640 301693 4646787 3438622 929358 278807 1003892 798440 137526 67926 STUDENT ACTIVITIES 3922934 3120083 537414 265437 LIBRARY AND ACADEMIC SU 947546 753625 129807 64114 ATHLETIC EXPENSES 673764 535874 92301 45589 DUES & SUBSCRIPTIONS 481541 382991 65968 32582 1196081 951295 163855 80931 70134466 58416190 8448400 3269876 22689902 24580938 581050 1901257 1469145 913077 324977 175313 87520 136353 277898 408661 259864797 69876204 178937616 189988593 34936419 25396705 2704544 3260476 242009071 246761373 5504222 3141305 53830000 55957300 160715 120235 1045433 1430274 60540370 60649114 X 144339066 152503066 37129635 33609193 181468701 186112259 242009071 246761373 X 2452956 2199387 -8785 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 8682351 306937 184507 184507 8989288 8662372 569682 -396543 153160 8682351 6523539 697683 1624359 183209 8662372 6094420 506913 50972 128766 6523539 5718670 172466 401817 198533 6094420 0.82107 0.17893 0 0 12635432 12635432 218669633 47529128 171140505 14745 7741 7004 13380290 11399937 1980353 15164697 10939398 4225299 189988593 GIFT ANNUITIES PAYABLE 972124 RIGHT OF USE LIABILITIES 458150 1430274 54431899 2199387 2668945 4868332 49563567 23023855 23023855 72587422 50728411 650016 650016 50078395 20056071 20056071 70134466 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO USE ANNUAL INVESTMENT INCOME TO SUPPORT SCHOLARSHIPS AND PROGRAMS ACCORDING TO THE FUND'S DESIGNATED PURPOSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD FUNDRAISING EVENTS EXPENSES RELATED PARTY INVESTMENT INCOME PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES RELATED PARTY GRANT REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES COST OF GOODS SOLD RELATED PARTY INVESTMENT EXPENSE PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES PART III, LINE 4: THE UNIVERSITY HAS ASSEMBLED A COLLECTION OF RARE AND HISTORICAL RELIGIOUS AND PHILOSOPHICAL BOOKS AND MANUSCRIPTS WHICH ARE USED FOR SCHOLARLY RESEARCH BY BOTH UNDERGRADUATE AND GRADUATE STUDENTS. THESE COLLECTIONS ARE ALSO MADE AVAILABLE TO VISITING SCHOLARS AND RESEARCHERS. IN ADDITION TO ITS BOOKS AND MANUSCRIPT COLLECTION, THE UNIVERSITY ALSO OWNS A SMALL COLLECTION OF RELIGIOUS ART AND ARTIFACTS THAT ARE ON PUBLIC DISPLAY AND ARE USED TO FURTHER ITS MISSION AS A UNIVERSITY IN THE CATHOLIC TRADITION, BRINGING SOCIAL AND SPIRITUAL BENEFITS TO ITS STUDENTS AND STAFF. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THESE POLICIES ARE PUBLISHED IN CATALOGS DESCRIBING THE INSTITUTIONS COURSE OFFERINGS AND EMPLOYMENT ADVERTISEMENTS. SCHOLARSHIP DINNER 225690 153315 72375 85780 GOLF TOURNAMENT 55461 29736 25725 47466 2 34475 18235 16240 23103 315626 201286 114340 156349 156349 -42009 1 GENERAL SCHOLARSHIP GRANTS ARE AWARDED TO QUALIFIED STUDENTS ATTENDING AVE MARIA UNIVERSITY. 1252 20056071 FMV AS SEMESTER CLASSES BEGIN PART I, LINE 2: THE OFFICE OF FINANCIAL AID DETERMINES A STUDENT'S ELIGIBILITY BASED ON THE FAMILY'S FINANCIAL STRENGTH, WHICH INCLUDES CONSIDERATION OF FAMILY INCOME AND ASSETS, NUMBER OF CHILDREN IN COLLEGE AND, IF APPROPRIATE, SPECIAL CIRCUMSTANCES. FINANCIAL AID WILL BE REVOKED WITHOUT ADEQUATE PROGRESS. X 0 0 X X X X 0 0 0 0 0 0 0 0 0 MARK MIDDENDORF PRESIDENT 366142 0 0 0 23012 0 0 0 61539 0 450693 0 0 0 CHRISTOPHER P ICE (FORMER) PRESIDENT 290684 0 0 0 23945 0 0 0 0 0 314629 0 0 0 ROGER NUTT VP ACADEMIC AFFAIRS 285315 0 0 0 1216 0 0 0 0 0 286531 0 0 0 RATCHAPOL DEJTHAI VP IT/CIO 168746 0 0 0 32323 0 0 0 0 0 201069 0 0 0 EUGENE MUNIN VP FINANCE/CFO 196674 0 0 0 1129 0 0 0 0 0 197803 0 0 0 TIMOTHY J DOCKERY VP ADVANCEMENT 176159 0 0 0 20780 0 0 0 0 0 196939 0 0 0 PATRICK J O'CONNELL PRINCIPAL GIFT OFFICER 167449 0 0 0 9435 0 0 0 0 0 176884 0 0 0 GABRIEL X MARTINEZ BUSINESS INST. ASSOC. PROF 135914 0 0 0 25031 0 0 0 0 0 160945 0 0 0 KIMBERLY M KING VP STUDENT AFFAIRS 125399 0 0 0 32442 0 0 0 0 0 157841 0 0 0 JOSEPH P PATTERSON ATHLETIC DIRECTOR 128818 0 0 0 26843 0 0 0 0 0 155661 0 0 0 PETER S WHALEN ASSOC PROF MKTG & ENTREPRE 127120 0 0 0 26937 0 0 0 0 0 154057 0 0 0 PART I, LINE 1A THE UNIVERSITY PRESIDENT IS PROVIDED A RESIDENCE NEAR CAMPUS AS AN ORDINARY AND NECESSARY EXPENSE TO BE ACCESSIBLE AND AVAILABLE TO FACULTY, ADMINISTRATION, AND STUDENTS. A COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAL0 2013-07-11 8105000 REFUND OF PRIOR BOND ISSUE 0 0 0 B COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAE6 2013-07-11 8215000 REFUND OF PRIOR BOND ISSUE 0 0 0 C COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAM8 2013-07-11 5230000 REFUND OF PRIOR BOND ISSUE 0 0 0 D COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAF3 2013-07-11 5500000 REFUND OF PRIOR BOND ISSUE 0 0 0 A 8105000 1 0 1 1 B 1 0 1 1 C 1 0 1 1 D 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 C 1 0 0 0 0 0 D 1 0 0 0 0 0 A 0 B 0 C 0 D 0 A COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAG1 2013-07-11 14290000 REFUND OF PRIOR BOND ISSUE 0 0 0 B COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAN6 2013-07-11 19175000 REFUND OF PRIOR BOND ISSUE 0 0 0 A 1 0 1 1 B 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 A 0 B 0 AVE MARIA DEVELOPMENT THOMAS S. MONAGHAN IS AN OFFICER AND TRUSTEE OF AMU AND A 50% OWNER OF AMD 87155 AMU MAKES PAYMENTS TO AMD FOR RENTED SPACE FOR THE CAMPUS STORE AND ENROLLMENT CENTER. 0 X 32 1370198 FMV AT TIME OF GIFT 0 1 0 FORM 990, PAGE 2, PART III, LINE 1 FOUNDED IN FIDELITY TO CHRIST AND HIS CHURCH IN RESPONSE TO THE CALL OF VATICAN II FOR GREATER LAY WITNESS IN CONTEMPORARY SOCIETY, AVE MARIA UNIVERSITY EXISTS TO FURTHER TEACHING, RESEARCH, AND LEARNING AT THE UNDERGRADUATE AND GRADUATE LEVELS IN THE ABIDING TRADITION OF CATHOLIC THOUGHT IN BOTH NATIONAL AND INTERNATIONAL SETTINGS. THE UNIVERSITY TAKES AS ITS MISSION THE SPONSORSHIP OF A LIBERAL ARTS EDUCATION CURRICULUM DEDICATED, AS ARTICULATED IN THE APOSTOLIC CONSTITUTION EX CORDE ECCLESIAE, TO THE ADVANCEMENT OF HUMAN CULTURE, THE PROMOTION OF DIALOGUE BETWEEN FAITH AND REASON, THE FORMATION OF MEN AND WOMEN IN THE INTELLECTUAL AND MORAL VIRTUES OF THE CATHOLIC FAITH, AND TO THE DEVELOPMENT OF PROFESSIONAL AND PRE-PROFESSIONAL PROGRAMS IN RESPONSE TO LOCAL AND SOCIETAL NEEDS. AS AN INSTITUTION COMMITTED TO CATHOLIC PRINCIPLES, THE UNIVERSITY RECOGNIZES THE IMPORTANCE OF CREATING AND MAINTAINING AN ENVIRONMENT IN WHICH FAITH INFORMS THE LIFE OF THE COMMUNITY AND TAKES EXPRESSION IN ALL ITS PROGRAMS. THE UNIVERSITY RECOGNIZES THE CENTRAL AND INDISPENSABLE ROLE OF THE ORDINARY OF THE DIOCESE OF VENICE IN PROMOTING AND ASSISTING IN THE PRESERVATION AND STRENGTHENING OF THE UNIVERSITY'S CATHOLIC IDENTITY. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD BYLAWS ALLOW THE BOARD TO CONFER "TRUSTEE EMERITUS" STATUS ON ANY BOARD MEMBER WHO HAS SERVED FOR 8 YEARS AND HAS REACHED THE AGE OF 65. THEY ARE ALLOWED TO ATTEND MEETINGS AND PARTICIPATE IN DISCUSSIONS BUT NOT VOTE. FORM 990, PART VI, SECTION A, LINE 8B SOME, BUT NOT ALL COMMITTEES OF THE BOARD TAKE AND RETAIN MINUTES. HOWEVER, NOTES ARE TAKEN FOR THE PLENARY MEETINGS OF THE BOARD AND ALL MOTIONS AND PASSED RESOLUTIONS ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE CFO OF THE UNIVERSITY REVIEWS THE FORM 990 PRIOR TO SIGNING. THE RETURN IS ALSO MADE AVAILABLE TO ANY BOARD MEMBER, IF THEY REQUEST IT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE DIRECTED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED WHERE THE RESPONSIBLE PERSON BELIEVES THERE COULD BE AN ACTUAL OR APPARENT CONFLICT OF INTEREST. RESPONSIBLE PERSON SHALL SUPPLEMENT THE STATEMENT WHENEVER NECESSARY TO KEEP THE ORGANIZATION INFORMED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES REVIEWED AND APPROVED THE COMPENSATION AND DECISION MAKING PROCESS WHEN DETERMINING THE COMPENSATION FOR ITS PRESIDENT. THE SALARY WAS COMPARED TO OTHER PRESIDENTS OF PEER UNIVERSITIES USING THE CHRONICLE FOR HIGHER EDUCATION DATABASE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRED TO BE AVAILABLE TO THE PUBLIC MAY BE REVIEWED DURING NORMAL WORKING HOURS AT THE AVE MARIA UNIVERSITY ADMINISTRATIVE OFFICE IN AVE MARIA FLORIDA BY APPOINTMENT. FORM 990, PART XI, LINE 9: ASC 842 IMPLEMENTATION -8,785. AVE MARIA COLLEGE 5050 AVE MARIA BLVD AVE MARIA FL 34142 383415373 AVE MARIA COLLEGE CEASED OPERATIONS 6/30/07 AND MOVED TO AVE MARIA, FL MI 501(C)(3) SEC 170(B)(1)(A) AMU OWNS 100 OF AMC STOCK 0 AVE MARIA UNIVERSITY LAND TRUST 5050 AVE MARIA BLVD AVE MARIA FL 34142 200154974 SUPPORTING ORGANIZATION TO AVE MARIA UNIVERSITY FL 501(C)(3) 509(A)(3) 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 AVE MARIA UNIVERSITY LAND TRUST INC C 2967784 FMV AVE MARIA UNIVERSITY LAND TRUST INC L 254216 FMV