2024-05-09T14:18:02-05:00 2023-06-30 923320348 EAG GULF COAST LLC ONE GALLERIA BLVD STE 2100 METAIRIE LA 70001 990 2022-07-01 720642832 UNIVERSITY OF HOLY CROSS UNIV 5043947744 4123 WOODLAND DRIVE NEW ORLEANS LA 70131 STANTON MCNEELY PRESIDENT 5043947744 2024-05-08 1 STANTON MCNEELY 999009999 1 GINA RACHEL P01216293 5048375990 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z STANTON MCNEELY 4123 WOODLAND DRIVE NEW ORLEANS LA 70131 40741121 0 X WWW.UHCNO.EDU X 1916 LA TO EDUCATE AND PROVIDE PUBLIC SERVICE TO ITS UNIVERSITY COMMUNITY. 19 19 242 19 0 0 2008866 916134 23139704 21134097 807580 255414 765631 1002207 26721781 23307852 11534436 9986064 0 0 10847312 10051578 0 0 437887 7352363 6634405 29734111 26672047 -3012330 -3364195 56455508 54151798 15505197 14918101 40950311 39233697 X THE UNIVERSITY OF HOLY CROSS, A CATHOLIC INSTITUTION OF HIGHER LEARNING, IS AN INCLUSIVE STUDENT-CENTERED LEARNING COMMUNITY FOCUSED ON ACADEMIC EXCELLENCE AND INNOVATIVE TEACHING. ROOTED IN THE TRADITIONS OF THE MARIANITES OF HOLY CROSS, THE UNIVERSITY IS COMMITTED TO EDUCATING THE MINDS AND HEARTS OF ITS STUDENTS THROUGH FREEDOM OF INQUIRY, THE PURSUIT OF TRUTH, AND COMPASSIONATE CARE FOR ALL. 0 0 11089281 9986064 SCHOLARSHIPS, GRANTS, & LOANS - FOR ACADEMIC YEAR 2022-2023, 107 STUDENTS RECEIVED SCHOLARSHIPS FROM UHC AND 70 STUDENTS RECEIVED SCHOLARSHIPS FROM PRIVATE SOURCES. MOST STUDENTS WERE AWARDED THE SCHOLARSHIPS ON THE BASIS OF ACADEMIC MERIT AND/OR UNMET FINANCIAL NEED. OTHERS WERE GRANTED AWARDS BASED ON ACADEMIC MERIT ONLY. A TOTAL OF 177 SCHOLARSHIPS IN THE AMOUNT OF $563,856 HAVE BEEN AWARDED ($395,984 FROM UHC SCHOLARSHIPS AND $167,872 FROM PRIVATE SOURCE SCHOLARSHIPS).FOR FISCAL YEAR 2022-2023, 643 STUDENTS WERE ABLE TO RECEIVE SOME FORM OF FINANCIAL AID. MANY STUDENTS WOULD NOT BE ABLE TO PURSUE A POST-SECONDARY EDUCATION WERE IT NOT FOR THE FINANCIAL AID PROGRAMS. THE UNIVERSITY PARTICIPATES IN THE TITLE IV FEDERAL CAMPUS BASED PROGRAMS AS WELL AS THE FEDERAL PELL GRANT PROGRAM AND DISADVANTAGED NURSING SCHOLARSHIPS.- 251 STUDENTS WERE ASSISTED AND ABLE TO RECEIVE $1,208,263 IN PELL GRANTS.- 576 STUDENTS RECEIVED $6,981,548 IN FEDERAL SUBSIDIZED AND UNSUBSIDIZED STAFFORD LOANS.- 46 STUDENTS RECEIVED $79,043 IN FEDERAL S.E.O.G.- 20 STUDENTS RECEIVED $64,048 IN FEDERAL WORK-STUDY GRANTS.- 103 STUDENTS RECEIVED $572,808 FROM THE LOUISIANA T.O.P.S. PROGRAM.- 76 STUDENTS RECEIVED $126,491 FROM LOUISIANA G.O. GRANTS.- AN ADDITIONAL $390,007 IN STUDENT AID WAS FROM VARIOUS OTHER AWARDS AND SCHOLARSHIPS, INCLUDING $118,682 OF FEDERAL EMERGENCY RELIEF FUNDING.UNIVERSITY OF HOLY CROSS WAS ABLE TO AWARD $9,986,064 IN STUDENT AID FROM INSTITUTIONAL, PRIVATE, STATE, AND FEDERAL SOURCES. 8234320 21134097 INSTRUCTIONAL SERVICES - PER SEMESTER, APPROXIMATELY 1,434 STUDENTS WERE SERVICED IN APPROXIMATELY 422 SPECIFIC COURSES OF STUDY IN 38 DEGREE PROGRAMS. ADDITIONALLY, INSTRUCTIONAL SERVICES WERE DELIVERED TO THE CIVIC COMMUNITY THROUGH EXTENT OUTREACH PROGRAMS. 1279918 1051029 STUDENT SERVICES ENCOMPASSES VARIOUS SERVICES:THE REGISTRAR'S OFFICE PROVIDES PUBLICATIONS, COMPUTERIZED STUDENT RECORDS, AND OTHER ACADEMIC SERVICES TO PROSPECTIVE AND CURRENT STUDENTS.STUDENT SERVICES PROVIDES FUNDING FOR 5 PROFESSIONAL CLUBS.THE STUDENT GOVERNMENT ASSOCIATION OFFERS A MULTI-FACETED ARENA OF SOCIAL EVENTS AND ENTERTAINMENT ON AND OFF CAMPUS FOR STUDENTS.THE DIVISION OF STUDENT AFFAIRS FUNDS A HOST OF INTRAMURAL SPORTS AT THE UNIVERSITY, WHICH ARE AVAILABLE TO ALL STUDENTS.THE SECURITY OFFICE OVERSEES THE SECURITY OF THE CAMPUS AND PARKING LOTS.THE HURRICANE CAFE PROVIDES FOOD SERVICES TO ALL STUDENTS, FACULTY, AND STAFF.STUDENT SERVICES ALSO INCLUDES TRAVEL, WORKSHOPS AND SEMINARS IN ADDITION TO ADMINISTRATIVE SUPPLIES AND EQUIPMENT FOR STUDENT ORGANIZATIONS, ADMISSIONS AND RECRUITING STAFF OF THE UNIVERSITY.STUDENT SERVICES ALSO INCLUDES AN ON CAMPUS HEALTH OFFICE (PROVIDING ROUTINE HEALTH SERVICES AND FIRST AID), STUDENT ORGANIZATIONS FUNDING AND SUPPORT, STUDENT SPORTS SUPPORT FOR EQUIPMENT, ADMISSIONS AND RECRUITING STAFF OF THE UNIVERSITY. 738388 FACILITY, FINANCE, AND NON-INSTRUCTIONAL ACADEMIC SUPPORT 738388 21341907 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2954 0 1 242 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 5043947744 4123 WOODLAND DRIVE NEW ORLEANS LA 70131 BRYAN W FITZPATRICK TRUSTEE 0.50 X 0 0 0 CHRISTINE AUGUST GUILLORY TRUSTEE 0.50 X 0 0 0 DR CALVIN MACKIE TRUSTEE 0.50 X 0 0 0 DR KRISTINE H STRICKLAND TRUSTEE 0.50 X 0 0 0 DR MARCO CLARK TRUSTEE 0.50 X 0 0 0 DR MONROE LABORDE TRUSTEE 0.50 X 0 0 0 DR RAENELL BILLIOT HOUSTON TRUSTEE 0.50 X 0 0 0 DR TINA S HOLLAND TRUSTEE 0.50 X 0 0 0 FR CHARLES BENOIT OSB TRUSTEE 0.50 X 0 0 0 MARIA PARDO HUETE TRUSTEE 0.50 X 0 0 0 MARTHA CASTILLO TRUSTEE 0.50 X 0 0 0 MS ERIN V CARUSO TRUSTEE 0.50 X 0 0 0 REV GREGORY P HAAKE CSC PHD TRUSTEE 0.50 X 0 0 0 SR ANN LACOUR MSC TRUSTEE 0.50 X 0 0 0 SR KATERI BATTAGLIA MSC TRUSTEE 0.50 X 0 0 0 SR RENE DAIGLE MSC TRUSTEE 0.50 X 0 0 0 TERESA LAWRENCE TRUSTEE 0.50 X 0 0 0 JERRY BOLOGNA CECD CHAIR 0.50 X X 0 0 0 TODD MATHERNE VICE-CHAIR 0.50 X X 0 0 0 DR STANTON MCNEELY PRESIDENT 40.00 X 206236 0 12600 DR LISA SULLIVAN PROVOST/VP OF ACADEMIC AFFAIRS 40.00 X 95192 0 14432 CHRISTOPHER BUNDICK VP OF FINANCE (THRU 9/2022) 40.00 X 84861 0 5788 DR PATRICIA PRECHTER DEAN 40.00 X 123116 0 26960 509405 0 59780 2 0 1 0 SAGE DINING SERVICES INC 1402 YORK RD LUTHERVILLE MD 21093 FOOD SERVICE 424578 RUPP MARKETING 4415 SHORES DR SUITE 203 METAIRIE LA 70006 ADVERTISING 297120 ELLUCIAN COMPANY LP 62578 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 ERP 225450 BCICAPITAL MANAGEMENT GROUP 390 NORTH ORANGE AVE SUITE 2600 ORLANDO FL 32801 INVESTMENT MANAGEMENT 209352 BEAU EVANS LANDSCAPING 516 SECLUDED GROVE LOOP MADISONVILLE LA 70447 LANDSCAPING 133485 6 147801 278673 489660 916134 TUITION AND FEES 611310 12109705 12109705 SCHOLARSHIPS - GOVERNMENT FUNDED 611310 9024392 9024392 21134097 273120 273120 17335716 17353422 -17706 -17706 -17706 31025 147801 79847 -48822 -48822 ACADEMIC TRIP REVENUE 611310 551143 551143 FOOD SERVICES 611310 286698 286698 INSURANCE CLAIM 611310 146591 146591 66597 66597 1051029 23307852 22185126 0 206592 9986064 9986064 383352 126786 256566 8006059 6657693 1108731 239635 313213 261763 47138 4312 744013 599493 117477 27043 604941 487524 103435 13982 74449 74449 64500 64500 115922 115922 812488 644030 106897 61561 505331 279758 222804 2769 113776 6960 91819 14997 378773 24608 354165 1154377 207390 942360 4627 14722 10811 3624 287 567933 566118 1815 565956 56596 509360 1094555 470659 612951 10945 28569 5255 23314 INSTRUCTIONAL SUPPLIES 488378 403689 84689 0 FOOD SERVICE 435782 435782 0 0 SPECIAL ACTIVITIES 55970 55970 FOOD SCIENCE 52550 47035 5515 0 110374 63893 44722 1759 26672047 21341907 4892253 437887 0 0 4369995 3709694 4482 103952 457457 456163 77385 254509 40185972 12662581 28569656 27523391 22104624 21646245 868220 456610 3689 1234 56455508 54151798 661406 704222 10094 7094 13844739 13377325 988958 829460 15505197 14918101 X 28596177 28167029 12354134 11066668 40950311 39233697 56455508 54151798 -3364195 1647581 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17983068 593272 1781568 2366348 17991560 25108054 471888 -4111554 3485320 17983068 26938918 431172 93134 2355170 25108054 31094019 92125 400981 4648207 26938918 30576412 95504 1970232 1548129 31094019 0.57000 0.35000 0.08000 0 0 1690420 1690420 34391548 8842996 25548552 4095154 3819585 275569 8850 8850 27523391 CAPITAL LEASE OBLIGATION 829460 829460 X 15201703 1647581 256400 79847 1983828 13217875 115922 9974055 10089977 23307852 16918317 256400 79847 336247 16582070 115922 9974055 10089977 26672047 PART V, LINE 4: OF THE END OF THE YEAR ENDOWMENT BALANCE, $7,921,150 IS PERMANENTLY RESTRICTED AND $1,773,227 IS TEMPORARILY RESTRICTED. THE EARNINGS ON $8,137,687 WILL HELP FUND PROFESSORSHIPS. THE EARNINGS ON $1,556,690 WILL BE USED FOR SCHOLARSHIPS. QUASI ENDOWMENTS BALANCE OF $13,007,523 HAVE THE FOLLOWING USES: - $13,007,523 IS FOR UNSPECIFIED PURPOSES, BUT IT IS USED FOR CURRENT OPERATIONS, PLANT AND EQUIPMENT, AND ACADEMICS. PART X, LINE 2: THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO THE PROVISIONS OF SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. GAAP PRESCRIBES RULES FOR THE RECOGNITION, MEASUREMENT, CLASSIFICATION, AND DISCLOSURE IN THE FINANCIAL STATEMENTS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE UNIVERSITY'S TAX RETURNS. MANAGEMENT HAS DETERMINED THAT THE UNIVERSITY DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS OR ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE UNIVERSITY'S TAX RETURNS WILL NOT BE CHALLEGED BY THE TAXING AUTHORITIES AND THAT THE UNIVERSITY WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, WOULD BE INCLUDED IN INTEREST EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 79,847. PART XI, LINE 4B - OTHER ADJUSTMENTS: INSTITUTIONAL SCHOLARSHIPS 949,663. SCHOLARSHIPS - GOVERNMENT FUNDED 9,024,392. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 79,847. PART XII, LINE 4B - OTHER ADJUSTMENTS: INSTITUTIONAL SCHOLARSHIPS 949,663. SCHOLARSHIPS - GOVERNMENT FUNDED 9,024,392. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 UNIVERSITY OF HOLY CROSS PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON ALL EMPLOYMENT ADVERTISEMENTS. THE POLICY IS ALSO LISTED ON THE ORGANIZATION'S WEBSITE, STUDENT HANDBOOK, AND STUDENT APPLICATIONS. SCHEDULE E, PART I, LINE 6 GOVERNMENT FINANCIAL ASSISTANCE INCLUDES GOVERNMENT LOAN PROGRAMS AND GRANTS FROM THE FEDERAL GOVERNMENT, WHICH ARE PROVIDED FOR STUDENTS IN NEED OF FINANCIAL AID. CRAWFISH BOIL 55701 55701 4346 400 8675 DITTA SCHOLARSHIP DINNER 52870 40770 12100 23071 600 1578 2 70255 51330 18925 25501 9453 6223 178826 147801 31025 25501 36870 1000 16476 79847 -48822 1 SCHOLARSHIPS TO STUDENTS OF THE UNIVERSITY 820 9986064 PART I, LINE 2: PRIVATE GRANTS - THE UNIVERSITY FOLLOWS THE TERMS OF THE PROVIDER IN THE POSTING AND RELEASING OF GRANT FUNDS. FEDERAL GRANTS - THE UNIVERSITY FOLLOWS THE DEPARTMENT OF EDUCATION REGULATIONS TO ENSURE THAT GRANTS ARE UTILIZED APPROPRIATELY. THE NSLDS SYSTEM HELPS THE UNIVERSITY IDENTIFY ANY STUDENT THAT HAS BEEN POTENTIALLY AWARDED MORE THAN THEY ARE ELIGIBLE FOR. SCHEDULE I, PART III: QUALIFICATIONS TO RECEIVE PAYMENTS: GOVERNMENT GRANTS ARE AWARDED IN ACCORDANCE WITH APPROPRIATE FEDERAL REGULATIONS, SCHOLARSHIPS ARE BASED ON ACT TEST SCORES, ACADEMIC STANDING, AS SHOWN BY HIGH SCHOOL TRANSCRIPTS, AS WELL AS COMMUNITY INVOLVEMENT. GRANTS ARE AWARDED IN RECOGNITION OF THE QUALITY PAST ACADEMIC ACHIEVEMENT AT THE UNIVERSITY OF HOLY CROSS, FINANCIAL NEED AS DETERMINED BY THE SUBMISSION OF THE FREE APPLICATION FOR FEDERAL STUDENT AID, AND COMMUNITY INVOLVEMENT. 0 0 0 0 0 0 0 0 0 DR STANTON MCNEELY PRESIDENT 206236 0 0 0 0 0 6300 0 6300 0 218836 0 0 0 DR PATRICIA PRECHTER DEAN 123116 0 0 0 0 0 7390 0 19570 0 150076 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, THE TAX RETURN IS REVIEWED BY THE V.P. FOR FINANCE. IT IS THEN FORWARDED TO THE CHAIR OF THE FINANCE COMMITTEE FOR REVIEW. THE UNIVERSITY OF HOLY CROSS ADMINISTRATION RESPONDS TO THE BOARD'S CONCERNS AND REVISES THE FORM AS NECESSARY. ONCE REVIEWED AND SUBMITTED TO THE IRS, A COPY OF THE FILED FORM 990 IS FORWARDED TO THE CHAIR OF THE FINANCE COMMITTEE FOR RECORD-KEEPING. FORM 990, PART VI, SECTION B, LINE 12C DURING THE FIRST BOARD OF TRUSTEES' MEETING OF EACH YEAR, THE UNIVERSITY'S CONFLICT OF INTEREST POLICY IS REVIEWED WITH ITS MEMBERS, AND THEY ARE ASKED TO SIGN A DOCUMENT DISCLOSING ANY CONFLICT OF INTEREST WITH UNIVERSITY BUSINESS MATTERS. IF A CONFLICT SHOULD ARISE, THE BOARD MEMBER WILL RECUSE HIMSELF OR HERSELF FROM VOTES RELATIVE TO THE AFFECTED SUBJECT MATTER. ANY DISCUSSION OF POTENTIAL CONFLICT AND RECUSALS ARE SUBSTANTIATED IN THE MINUTES OF THE BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE CURRENT PRESIDENT OF THE UNIVERSITY WAS CHOSEN BY THE GOVERNING BOARD. THE SALARY FOR THE POSITION WAS BASED UPON SALARIES PAID TO PRESIDENTS SERVING IN INSTITUTIONS COMPARABLE IN SIZE AND STRUCTURE. THE PRESIDENT'S COMPENSATION WAS APPROVED BY THE BOARD OF TRUSTEES AND DOCUMENTED IN A FULLY EXECUTED CONTRACT. THE PRESIDENT IS EVALUATED ON AN ANNUAL BASIS BY INDEPENDENT MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES. DOCUMENTATION OF THE SELECTION OF THE PRESIDENT AND THE CONTRACTED AMOUNT OF COMPENSATION IS RETAINED IN THE RECORDS OF THE SELECTION COMMITTEE AND IN BOARD MINUTES. FOR ALL OTHER EMPLOYEES, SALARIES ARE DETERMINED AT THE INITIAL POINT OF HIRING FOR THE POSITION PRIMARILY BASED UPON THE POSITION'S BUDGETED COMPENSATION. ADDITIONAL FACTORS ARE CONSIDERED, SUCH AS THE CREDENTIALS AND LEVEL OF EXPERIENCE THAT THE NEWLY HIRED EMPLOYEE BRINGS TO THE ORGANIZATION AND ANALYSIS OF SALARIES FOR THE SAME OR SIMILAR POSITIONS AT COMPARABLE INSTITUTIONS. ON AN ANNUAL BASIS, THE ESTABLISHED SALARY MAY BE ADJUSTED FOR THE INCREASE IN COST OF LIVING. DOCUMENTATION OF SALARY ANALYSIS IS RETAINED IN THE RECORDS OF THE SELECTION COMMITTEE AND WITHIN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL DATA ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE OVERSIGHT OR SELECTION PROCESSES FOR THE AUDIT THAT THE ORGANIZATION'S COMMITTEE USES.