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ST LOUIS UNIVERSITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ST LOUIS UNIVERSITY (EIN 43-0654872)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202421369349303882
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-15T09:10:06-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1191 WEST NATIONWIDE BLVD SUITE 500AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432152568ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN430654872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ST LOUIS UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTLOBusinessNameControlTxt
Phone3149772401PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 NORTH GRAND BOULEVARDAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631032006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID HEIMBURGERPersonNm
Person TitleCFOPersonTitleTxt
Phone3149772401PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastHEIMBURGERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMOLLIE P LONGHOUSEPreparerPersonNm
PTINP00294881PTIN
Phone6142492300PhoneNum
Preparation2024-05-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFRED PESTELLOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 NORTH GRAND BOULEVARDAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631032006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,536,068,861GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SLU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1818FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTO SEEK EXCELLENCE IN TEACHING, RESEARCH, HEALTH CARE, AND SERVICE TO THE COMMUNITY AS GUIDED BY THE SPIRITUAL AND INTELLECTUAL IDEALS OF THE SOCIETY OF JESUS.ActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent27VotingMembersIndependentCnt
Total Employee10043TotalEmployeeCnt
Total Volunteers337TotalVolunteersCnt
Total Gross UBI$6,280,053TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$197,680,614PYContributionsGrantsAmt
CY Contributions Grants$109,794,947CYContributionsGrantsAmt
PY Program Service Revenue$963,400,844PYProgramServiceRevenueAmt
CY Program Service Revenue$616,154,693CYProgramServiceRevenueAmt
PY Investment Income$130,310,813PYInvestmentIncomeAmt
CY Investment Income$348,584,264CYInvestmentIncomeAmt
PY Other Revenue$32,747,060PYOtherRevenueAmt
CY Other Revenue$46,860,550CYOtherRevenueAmt
PY Total Revenue$1,324,139,331PYTotalRevenueAmt
CY Total Revenue$1,121,394,454CYTotalRevenueAmt
PY Grants And Similar Paid$243,505,720PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$264,088,005CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$591,621,909PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$349,448,674CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,495,336CYTotalFundraisingExpenseAmt
PY Other Expenses$335,089,766PYOtherExpensesAmt
CY Other Expenses$261,927,512CYOtherExpensesAmt
PY Total Expenses$1,170,217,395PYTotalExpensesAmt
CY Total Expenses$875,464,191CYTotalExpensesAmt
PY Revenues Less Expenses$153,921,936PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$245,930,263CYRevenuesLessExpensesAmt
Total Assets BOY$2,671,166,373TotalAssetsBOYAmt
Total Assets EOY$2,885,243,219TotalAssetsEOYAmt
Total Liabilities BOY$758,225,901TotalLiabilitiesBOYAmt
Total Liabilities EOY$640,421,528TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,912,940,472NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,244,821,691NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF SAINT LOUIS UNIVERSITY IS THE PURSUIT OF TRUTH FOR THE GREATER GLORY OF GOD AND FOR THE SERVICE OF HUMANITY. THE UNIVERSITY SEEKS EXCELLENCE IN THE FULFILLMENT OF ITS CORPORATE PURPOSES OF TEACHING, RESEARCH, HEALTH CARE AND SERVICE TO THE COMMUNITY. IT IS DEDICATED TO LEADERSHIP IN THE CONTINUING QUEST FOR UNDERSTANDING OF GOD'S CREATION AND FOR THE DISCOVERY, DISSEMINATION AND INTEGRATION OF THE VALUES, KNOWLEDGE AND SKILLS REQUIRED TO TRANSFORM SOCIETY IN THE SPIRIT OF THE GOSPELS. AS A CATHOLIC, JESUIT UNIVERSITY, THIS PURSUIT IS MOTIVATED BY THE INSPIRATION AND VALUES OF THE JUDEO-CHRISTIAN TRADITION AND IS GUIDED BY THE SPIRITUAL AND INTELLECTUAL IDEALS OF THE SOCIETY OF JESUS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$461,386,310ExpenseAmt
Grant$257,093,834GrantAmt
Revenue$501,045,591RevenueAmt
DescINSTRUCTION AND ACADEMIC SUPPORT - CREDIT AND NON-CREDIT COURSES FOR ACADEMIC, VOCATIONAL, AND TECHNICAL INSTRUCTION, FOR REMEDIAL AND TUTORIAL INSTRUCTION, AND FOR REGULAR, SPECIAL AND EXTENSION SESSIONS. ACTIVITIES IN THIS CATEGORY INCLUDE SUPPORT SERVICES SUCH AS LIBRARIES, EDUCATIONAL MEDIA SERVICES, ACADEMIC COMPUTING SUPPORT, ACADEMIC ADMINISTRATION, ETC. 13,546 STUDENTS ENROLLED FOR 6/30/2023 FISCAL YEAR.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$54,460,201ExpenseAmt
Grant$0GrantAmt
Revenue$53,774,769RevenueAmt
DescON 5/6/2022 THE UNIVERSITY SOLD THE SLUCARE PHYSICIAN PRACTICE TO SSM HEALTH. PATIENT CARE THROUGH 6/30/2023 CONSISTED OF THE GRADUATE MEDICAL EDUCATION PROGRAM FOR RESIDENTS THAT TRANSITIONED TO SSM HEALTH A YEAR LATER ON 7/1/2023, AND CADE (CENTER FOR ADVANCED DENTAL EDUCATION).Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$50,719,270ExpenseAmt
Grant$2,722,099GrantAmt
Revenue$60,531,216RevenueAmt
DescAUXILIARY ENTERPRISES - ACTIVITIES IN THIS CATEGORY EXIST TO FURNISH GOODS OR SERVICES TO STUDENTS, FACULTY OR STAFF. THESE INCLUDE RESIDENCE HALLS, FOOD SERVICES, INTERCOLLEGIATE ATHLETICS, PARKING AND OTHER SUCH SERVICES. CAMPUS RESIDENTS TOTALED 3,779 FOR THE 2022 FALL SEMESTER AND 3,537 FOR THE 2023 SPRING SEMESTER.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$48,486,793$584,402$0RESEARCH
$143,902,272$3,687,670$0OTHER PROGRAM SERVICES**OTHER PROGRAM SERVICES ARE COMPRISED OF PUBLIC SERVICE, STUDENT SERVICES, INSTITUTIONAL SUPPORT, AND PLANT OPERATION AND MAINTENANCE.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$192,389,065TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$4,272,072TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$758,954,846TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1206IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee10043EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountrySPForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member27IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TARA THOMASONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3149772401PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13545 LINDELL BLVDAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63103ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
FRED P PESTELLO
PRESIDENT40.000.00Yes (X)Yes (X)$970,080$0$26,443
AKBERET BOYKIN-FARR
TRUSTEE10.000.00Yes (X)$0$0$0
ANNE GAGEN
TRUSTEE (TERMED MAY23)10.000.00Yes (X)$0$0$0
CHANG-SOO HUH
TRUSTEE10.000.00Yes (X)$0$0$0
DARRYL T JONES
TRUSTEE10.000.00Yes (X)$0$0$0
EDWARD IGNACZAK
TRUSTEE10.000.00Yes (X)$0$0$0
ERIC ENGLER
TRUSTEE10.000.00Yes (X)$0$0$0
GEORGE A BRILL
TRUSTEE10.000.00Yes (X)$0$0$0
GEORGE PAZ
TRUSTEE (TERMED OCT22)10.000.00Yes (X)$0$0$0
GERALD E DANIELS
TRUSTEE (TERMED MAY23)10.000.00Yes (X)$0$0$0
JACQUELINE DRURY POLLVOGT
TRUSTEE10.000.00Yes (X)$0$0$0
JAMES P KAVANAUGH
TRUSTEE10.000.00Yes (X)$0$0$0
JERRY DWYER
TRUSTEE10.000.00Yes (X)$0$0$0
JIMMIE EDWARDS
TRUSTEE10.000.00Yes (X)$0$0$0
JOHN JOHNSON
TRUSTEE10.000.00Yes (X)$0$0$0
JOSEPH CONRAN
TRUSTEE10.000.00Yes (X)$0$0$0
MARIAN BO MEHAN
TRUSTEE10.000.00Yes (X)$0$0$0
MICHAEL GARANZINI
TRUSTEE10.000.00Yes (X)$0$0$0
MICHAEL J SHEERAN
TRUSTEE (TERMED MAY23)10.000.00Yes (X)$0$0$0
MICHAEL MCFARLAND
TRUSTEE10.000.00Yes (X)$0$0$0
MICHAEL MCMILLAN
TRUSTEE10.000.00Yes (X)$0$0$0
PATRICK LO
TRUSTEE10.000.00Yes (X)$0$0$0
PATRICK J SLY
TRUSTEE10.000.00Yes (X)$0$0$0
PAUL KALSBEEK
TRUSTEE (TERMED MAY23)10.000.00Yes (X)$0$0$0
PHILIP STEELE
TRUSTEE10.000.00Yes (X)$0$0$0
REX A SINQUEFIELD
TRUSTEE10.000.00Yes (X)$0$0$0
RICHARD A CHAIFETZ
TRUSTEE10.000.00Yes (X)$0$0$0
ROB ADKISSON
TRUSTEE10.000.00Yes (X)$0$0$0
ROBERT F O'LOUGHLIN
TRUSTEE (TERMED MAY23)10.000.00Yes (X)$0$0$0
ROBERT J CIAPCIAK
TRUSTEE10.000.00Yes (X)$0$0$0
RON KRUSZEWSKI
TRUSTEE (TERMED MAY23)10.000.00Yes (X)$0$0$0
THOMAS M BUCHANAN
TRUSTEE10.000.00Yes (X)$0$0$0
TIMOTHY LANNON
TRUSTEE10.000.00Yes (X)$0$0$0
TIMOTHY MCMAHON
TRUSTEE10.000.00Yes (X)$0$0$0
TRUDY VALENTINE
TRUSTEE10.000.00Yes (X)$0$0$0
VIRGINIA M MCDOWELL
TRUSTEE10.000.00Yes (X)$0$0$0
W WINSTON CHAN
TRUSTEE10.000.00Yes (X)$0$0$0
AMELIA A YABLONKA
ASSISTANT SECRETARY (START OCT22)40.000.00Yes (X)$88,640$0$16,563
ANITA BORGMEYER
VP MARKETING & COMM (START OCT22)40.000.00Yes (X)$158,035$0$12,175
CHRISTINE K JACOBS
VP MEDICAL AFFAIRS40.000.00Yes (X)$743,699$0$43,567
DANIELLE T UY
VP, GENERAL COUNSEL40.000.00Yes (X)$365,444$0$25,696
DAVID F HEIMBURGER
VP, CFO, & CIO40.000.00Yes (X)$492,226$0$41,255
JAMES H FUGEL
TREASURER40.000.00Yes (X)$192,551$0$23,997
JESSICA EVENSON
VP ETHICS & COMPLIANCE40.000.00Yes (X)$207,875$0$46,964
KATHLEEN B DAVIS
VP ENROLLMENT & RETENTION40.000.00Yes (X)$291,695$0$43,498
KENNETH A OLLIFF
VP RESEARCH40.000.00Yes (X)$310,037$0$55,076
KYLE D COLLINS
VP IT, CIO (IT) & CIO (INNOV)40.000.00Yes (X)$344,125$0$41,898
MICHAEL A LEWIS
PROVOST40.000.00Yes (X)$446,057$0$49,210
MICHAEL A LUCIDO
VP FACILITIES40.000.00Yes (X)$307,175$0$39,768
MICHAEL J LUNA
VP HR40.000.00Yes (X)$402,713$0$55,905
ROCHELLE SMITH PARTIAL YEAR
VP DIV/COMM ENG40.000.00Yes (X)$68,313$0$2,189
SARAH CUNNINGHAM
VP STUDENT DEVELOPMENT40.000.00Yes (X)$267,533$0$28,600
SHEILA M MANION
VP DEVELOPMENT40.000.00Yes (X)$427,185$0$53,651
ABDULAZIZ S ALALI
ASSISTANT PROFESSOR40.000.00$730,127$0$28,744Yes (X)
ANNE CAHILL
ASSISTANT PROFESSOR40.000.00$531,338$0$32,559Yes (X)
CHRISTOPHER BLEWETT
DIVISION CHIEF-PEDIATRIC SURGERY40.000.00$603,200$0$12,336Yes (X)
KEVIN ELLEDGE
CEO-SLUCARE40.000.00$823,721$0$28,788Yes (X)
TRAVIS S FORD
HEAD COACH-BASKETBALL40.000.00$2,671,797$0$49,716Yes (X)
ROBERT W WILMOTT
VP MEDICAL AFFAIRS (TERMED JAN21)40.000.00$144,526$0$31,656Yes (X)
WILLIAM R KAUFFMAN
VP GEN CO & SEC (TERMED AUG22)40.000.00$107,133$0$17,295Yes (X)
AMBER L JOHNSON
VP DIV/COMM ENG (TERMED OCT22)40.000.00$201,155$0$32,205Yes (X)
JEFFREY L FOWLER
VP MARKETING & COMM (TERMED MAY22)40.000.00$285,093$0$39,335Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$12,181,473TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$879,089TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K996IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SSM HEALTH CARE GROUP
1402 S GRAND BLVD SCHWITALLA HALL 2ST LOUISMO63104ACADEMIC AFF AGRMNT$17,055,030
AETNA LIFE INSURANCE
PO BOX 7247 - 7954PHILADELPHIAPA191700001HEALTH CARE ADMIN$12,800,774
SODEXO OPERATIONS LLC
PO BOX 360170PITTSBURGHPA152516170FOOD SERVICE$12,143,252
INTO NORTH AMERICA INC
22 ROULSTON ROADWINDHAMNH03087INT'L STUDENT AGRMNT$3,382,127
PRICEWATERHOUSECOOPERS LLP
PO BOX 75647CHICAGOIL606755647AUDIT SERVICES$2,740,690
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K156CntrctRcvdGreaterThan100KCnt
Fundraising$345,314FundraisingAmt
Government Grants$48,758,089GovernmentGrantsAmt
All Other Contributions$60,691,544AllOtherContributionsAmt
Noncash Contributions$4,362,427NoncashContributionsAmt
Total Contributions$109,794,947TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES900099$501,045,591$501,045,591
OTHER REVENUE900099$60,531,216$60,531,216
NET PATIENT SERVICE REVENUE900099$53,774,769$53,774,769
PARKING812930$728,108$728,108
SIMON REC. CENTER713940$75,009$75,009
FieldValueIRS element (for citing)
Total Program Service Revenue$616,154,693TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,025,704TotalRevenueColumnAmt
Exclusion$49,025,704ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,076,041RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$132,286RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,943,755RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,943,755TotalRevenueColumnAmt
Exclusion$2,943,755ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,421,420,412SecuritiesAmt
Other$292,000,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,371,119,591SecuritiesAmt
Other$42,742,261OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$50,300,821SecuritiesAmt
Other$249,257,739OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$299,558,560TotalRevenueColumnAmt
Exclusion$299,558,560ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$163,166FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$345,314ContriRptFundraisingEventAmt
Fundraising Direct Expenses$680,269FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$517,103TotalRevenueColumnAmt
Exclusion-$517,103ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
OTHER REVENUE900099$38,956,962$38,956,962
PARTNERSHIP REVENUE531390$5,476,936$5,476,936
FieldValueIRS element (for citing)
Other Revenue Total$44,433,898OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,121,394,454TotalRevenueColumnAmt
Related Or Exempt Func Income$615,351,576RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$6,280,053UnrelatedBusinessRevenueAmt
Exclusion$389,967,878ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$264,088,005TotalAmt
Program Services$264,088,005ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,229,430TotalAmt
Program Services$2,239,807ProgramServicesAmt
Management And General$4,989,623ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$282,871,764TotalAmt
Program Services$231,523,456ProgramServicesAmt
Management And General$46,043,412ManagementAndGeneralAmt
Fundraising$5,304,896FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$15,858,090TotalAmt
Program Services$13,039,192ProgramServicesAmt
Management And General$2,527,672ManagementAndGeneralAmt
Fundraising$291,226FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$24,466,466TotalAmt
Program Services$16,371,804ProgramServicesAmt
Management And General$7,258,386ManagementAndGeneralAmt
Fundraising$836,276FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,022,924TotalAmt
Program Services$15,641,451ProgramServicesAmt
Management And General$3,032,126ManagementAndGeneralAmt
Fundraising$349,347FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,592,657TotalAmt
Program Services$1,309,550ProgramServicesAmt
Management And General$253,859ManagementAndGeneralAmt
Fundraising$29,248FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,574,771TotalAmt
Program Services$2,939,327ProgramServicesAmt
Management And General$569,795ManagementAndGeneralAmt
Fundraising$65,649FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$27,556TotalAmt
Program Services$22,657ProgramServicesAmt
Management And General$4,393ManagementAndGeneralAmt
Fundraising$506FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$15,912,231TotalAmt
Program Services$13,083,710ProgramServicesAmt
Management And General$2,536,304ManagementAndGeneralAmt
Fundraising$292,217FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$41,873,954TotalAmt
Program Services$34,430,533ProgramServicesAmt
Management And General$6,674,426ManagementAndGeneralAmt
Fundraising$768,995FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,172,463TotalAmt
Program Services$5,075,260ProgramServicesAmt
Management And General$983,849ManagementAndGeneralAmt
Fundraising$113,354FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$25,830,453TotalAmt
Program Services$21,238,889ProgramServicesAmt
Management And General$4,117,200ManagementAndGeneralAmt
Fundraising$474,364FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,021,541TotalAmt
Program Services$6,595,649ProgramServicesAmt
Management And General$1,278,580ManagementAndGeneralAmt
Fundraising$147,312FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$474,865TotalAmt
Program Services$390,454ProgramServicesAmt
Management And General$75,690ManagementAndGeneralAmt
Fundraising$8,721FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$14,683,051TotalAmt
Program Services$12,011,152ProgramServicesAmt
Management And General$2,382,193ManagementAndGeneralAmt
Fundraising$289,706FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,931,767TotalAmt
Program Services$12,999,583ProgramServicesAmt
Management And General$2,629,254ManagementAndGeneralAmt
Fundraising$302,930FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$886,100TotalAmt
Program Services$728,589ProgramServicesAmt
Management And General$141,238ManagementAndGeneralAmt
Fundraising$16,273FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$19,618,376TotalAmt
Program Services$19,618,376ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$43,200,557TotalAmt
Program Services$35,120,946ProgramServicesAmt
Management And General$7,284,525ManagementAndGeneralAmt
Fundraising$795,086FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,648,647TotalAmt
Program Services$8,680,962ProgramServicesAmt
Management And General$1,764,400ManagementAndGeneralAmt
Fundraising$203,285FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EQUIPMENT RENTAL AND MA$29,910,688$24,593,830$4,767,562$549,296
BOOKS & SUBSCRIPTIONS$9,414,450$7,740,958$1,500,600$172,892
SUPPLIES$6,823,567$4,484,401$2,097,502$241,664
BAD DEBT EXPENSE$3,157,338$2,596,097$503,258$57,983

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,172,480TotalAmt
Program Services$2,390,208ProgramServicesAmt
Management And General$1,598,162ManagementAndGeneralAmt
Fundraising$184,110FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$875,464,191TotalAmt
Program Services$758,954,846ProgramServicesAmt
Management And General$105,014,009ManagementAndGeneralAmt
Fundraising$11,495,336FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$131,000,716BOYAmt
EOY$109,728,672EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$23,433,994BOYAmt
EOY$29,662,182EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$65,916,253BOYAmt
EOY$57,471,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$90,203,435BOYAmt
EOY$55,754,097EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$25,373,633BOYAmt
EOY$69,442,719EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,650,090BOYAmt
EOY$395,534EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,220,910BOYAmt
EOY$9,010,602EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,350,727,359LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$635,558,953LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$752,930,300BOYAmt
EOY$715,168,406EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$677,824,583BOYAmt
EOY$942,390,643EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$649,979,580BOYAmt
EOY$789,416,878EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$16,161,424BOYAmt
EOY$20,254,289EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$230,471,455BOYAmt
EOY$86,548,197EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,671,166,373BOYAmt
EOY$2,885,243,219EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$90,087,478BOYAmt
EOY$58,492,223EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$39,304,014BOYAmt
EOY$47,316,147EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$493,083,782BOYAmt
EOY$472,222,615EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$135,750,627BOYAmt
EOY$62,390,543EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$758,225,901BOYAmt
EOY$640,421,528EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,244,901,991BOYAmt
EOY$1,556,755,411EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$668,038,481BOYAmt
EOY$688,066,280EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,912,940,472BOYAmt
EOY$2,244,821,691EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,671,166,373BOYAmt
EOY$2,885,243,219EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$245,930,263ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$83,164,916NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2,786,040OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$106,545,787CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,756,069CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$80,838,151CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$197,680,614CurrentTaxYearMinus1YearAmt
Current Tax Year$109,794,947CurrentTaxYearAmt
Total$585,615,568TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$106,545,787CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,756,069CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$80,838,151CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$197,680,614CurrentTaxYearMinus1YearAmt
Current Tax Year$109,794,947CurrentTaxYearAmt
Total$585,615,568TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$71,835,777SubstantialContributorsTotAmt
Public Support Total170$513,779,791PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,908,565CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,450,904CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,999,717CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,903,734CurrentTaxYearMinus1YearAmt
Current Tax Year$52,101,746CurrentTaxYearAmt
Total$217,364,666TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,585,505CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,055,921CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,212,372CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,079,197CurrentTaxYearMinus1YearAmt
Current Tax Year$44,597,064CurrentTaxYearAmt
Total$125,530,059TotalAmt
FieldValueIRS element (for citing)
Total Support$928,510,293TotalSupportAmt
Gross Receipts Rltd Activities$4,166,103,979GrossReceiptsRltdActivitiesAmt
Public Support CY1700.55330PublicSupportCY170Pct
Public Support PY1700.56870PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II - OTHER INCOMEFormAndLineReferenceDesc
ExplanationDESCRIPTION 2018 2019 2020 2021 2022 PARTNERSHIP REV -2,765,876 -3,383,685 -3,664,120 -2,075,376 5,476,936 OTHER REV 13,351,381 21,439,606 24,876,492 33,154,573 38,956,962 FUNDRAISING REV 0 0 0 0 163,166 TOTAL 10,585,505 18,055,921 21,212,372 31,079,197 44,597,064ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$27,556DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$27,556TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationUNIVERSITY EMPLOYEES PARTICIPATED IN MEETINGS AND PHONE CALLS WITH ELECTED OFFICIALS AND THEIR STAFF ALONG WITH SENDING E-MAILS AND LETTERS TO THE OFFICES OF GOVERNMENT OFFICIALS. ADDITIONALLY, EXPENDITURES WERE SPENT ON TRAVEL AND DUES TO PROFESSIONAL ASSOCIATIONS.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$160,000RevenuesIncludedAmt
Assets Included$14,122,133AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,343,808,416BeginningYearBalanceAmt
Contributions$317,008,341ContributionsAmt
Investment Earnings Or Losses$148,337,006InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,816,737GrantsOrScholarshipsAmt
Other Expenditures$62,568,032OtherExpendituresAmt
Administrative Expenses$1,486,782AdministrativeExpensesAmt
End Year Balance$1,731,282,212EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,524,491,921BeginningYearBalanceAmt
Contributions$17,462,451ContributionsAmt
Investment Earnings Or Losses-$135,913,656InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,652,678GrantsOrScholarshipsAmt
Other Expenditures$48,488,446OtherExpendituresAmt
Administrative Expenses$1,091,176AdministrativeExpensesAmt
End Year Balance$1,343,808,416EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,197,420,728BeginningYearBalanceAmt
Contributions$9,803,429ContributionsAmt
Investment Earnings Or Losses$378,596,989InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,886,755GrantsOrScholarshipsAmt
Other Expenditures$49,430,791OtherExpendituresAmt
Administrative Expenses$1,011,679AdministrativeExpensesAmt
End Year Balance$1,524,491,921EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,252,676,811BeginningYearBalanceAmt
Contributions$15,586,838ContributionsAmt
Investment Earnings Or Losses-$11,508,684InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,980,797GrantsOrScholarshipsAmt
Other Expenditures$46,386,198OtherExpendituresAmt
Administrative Expenses$967,242AdministrativeExpensesAmt
End Year Balance$1,197,420,728EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,226,094,387BeginningYearBalanceAmt
Contributions$19,146,503ContributionsAmt
Investment Earnings Or Losses$64,218,508InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,548,615GrantsOrScholarshipsAmt
Other Expenditures$45,308,634OtherExpendituresAmt
Administrative Expenses$925,338AdministrativeExpensesAmt
End Year Balance$1,252,676,811EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.66962BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.22845PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10193TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$63,585,061InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$20,517OtherCostOrOtherBasisAmt
Book Value$63,605,578BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,095,241,171InvestmentCostOrOtherBasisAmt
Depreciation$524,178,140DepreciationAmt
Book Value$571,063,031BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$149,378,852InvestmentCostOrOtherBasisAmt
Depreciation$111,380,813DepreciationAmt
Book Value$37,998,039BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$42,501,758InvestmentCostOrOtherBasisAmt
Book Value$42,501,758BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$715,168,406TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$789,416,878BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$789,416,878TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
ANNUITY AND LIFE INCOME$7,395,228
SELF-INSURANCE LIABILITY$29,946,430
US GOV'T REFUNDABLE GRANTS$10,331,140
OTHER$14,314,484
LEASES PAYABLE$403,261
FieldValueIRS element (for citing)
Total Liability$62,390,543TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$972,153,015TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$83,164,916NetUnrealizedGainsInvstAmt
Other Revenue$37,402,756OtherRevenueAmt
Revenue Not Reported$120,567,672RevenueNotReportedAmt
Revenue Subtotal$851,585,343RevenueSubtotalAmt
Investment Expenses Not Incld$15,912,231InvestmentExpensesNotIncldAmt
Other Revenues Not Included$253,896,880OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$269,809,111RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,121,394,454TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$640,271,795TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$34,616,715OtherExpensesIncludedAmt
Expenses Not Reported$34,616,715ExpensesNotReportedAmt
Expenses Subtotal$605,655,080ExpensesSubtotalAmt
Investment Expenses Not Incld2$15,912,231InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$253,896,880OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$269,809,111ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$875,464,191TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:THE ORGANIZATION'S COLLECTIONS INCLUDED BOTH DONATED AND PURCHASED ITEMS. COLLECTIONS OF ART ARE CAPITALIZED AT COST IF PURCHASED OR AT FAIR MARKET VALUE AT DATE OF GIFT. COLLECTIONS OF ART ARE DISPLAYED PROMINENTLY ACROSS CAMPUSES ADDING TO THE CULTURAL AND AESTHETIC VALUE OF THE EDUCATIONAL EXPERIENCE OF STUDENTS, FACULTY, STAFF AND GUESTS OF THE UNIVERSITY.
PART V, LINE 4:THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT WILL PRESERVE AND ENHANCE THE REAL (INFLATION-ADJUSTED) PURCHASING POWER OF THE POOLED ENDOWMENT WHILE PROVIDING AN INCREASING STREAM OF REAL FUNDING FOR THE ANNUAL UNIVERSITY BUDGET IN THE FUTURE. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE UNIVERSITY MUST HOLD IN PERPETUITY OR FOR A DONOR-RESTRICTED PERIOD(S) AS WELL AS QUASI ENDOWMENT FUNDS. UNDER THIS POLICY, THE UNIVERSITY WILL ATTEMPT TO ACHIEVE THE HIGHEST LONG-TERM INVESTMENT RETURN ON INVESTMENT ASSETS THAT IS COMPATIBLE WITH THE UNIVERSITY'S RISK TOLERANCE AND TIME HORIZONS CONSISTENT WITH PRUDENT INVESTMENT PRACTICES.
PART X, LINE 2:THE UNIVERSITY IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE UNIVERSITY HAS NO UNCERTAIN TAX POSITIONS THAT RESULT IN MATERIAL UNRECOGNIZED TAX BENEFITS AS OF JUNE 30, 2023 AND 2022.
PART XI, LINE 2D - OTHER ADJUSTMENTS:DECREASE IN TEMPORARILY RESTRICTED ASSETS -118,193. FOREIGN CURRENCY TRANSLATION ADJUSTMENT 470,579. FOREIGN ENTITY REVENUE - SPAIN 34,013,849. INCREASE IN PERMANENTLY RESTRICTED ASSETS 2,904,233. RENT EXPENSE NETTED WITH REVENUE 132,286. ROUNDING 2.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIPS & GRANTS NETTED WITH REVENUE 253,896,880.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FOREIGN ENTITY EXPENSES - SPAIN 34,484,429. RENTAL EXPENSES 132,286.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIPS & GRANTS NETTED WITH REVENUE 253,896,880.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED THROUGH VARIOUS UNIVERSITY BULLETINS AND ADMISSIONS BROCHURES.
SCHEDULE E, PART I, LINE 6SAINT LOUIS UNIVERSITY RECEIVES GRANTS, CONTRACTS, AND COOPERATIVE AGREEMENTS FROM FEDERAL AGENCIES FOR ORGANIZED RESEARCH, INSTRUCTIONAL ACTIVITIES INCLUDING FELLOWSHIPS, AND OTHER SPONSORED ACTIVITIES. THE UNIVERSITY ALSO ADMINISTERS U.S. DEPARTMENT OF EDUCATION CAMPUS-BASED FINANCIAL AID PROGRAMS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$17,542,091
EAST ASIA AND THE PACIFIC00INVESTMENTS$8
EUROPE (INCLUDING ICELAND AND GREENLAND)00INVESTMENTS$42,298,356
NORTH AMERICA00INVESTMENTS$1,403,430
EUROPE (INCLUDING ICELAND AND GREENLAND)00PROGRAM SERVICES$796,392STUDY ABROAD
EAST ASIA AND THE PACIFIC00PROGRAM SERVICES$43,211STUDY ABROAD
SOUTH AMERICA00PROGRAM SERVICES$57,300STUDY ABROAD
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$62,140,788SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$62,140,788TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III ACCOUNTING METHOD:FormAndLineReferenceDesc

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF CLASSICEvent1Nm
Gross Receipts Event1$223,852GrossReceiptsEvent1Amt
Charitable Contri Event1$172,273CharitableContriEvent1Amt
Gross Revenue Event1$51,579GrossRevenueEvent1Amt
Non Cash Prizes Event1$31,046NonCashPrizesEvent1Amt
Rent Facility Costs Event1$30,554RentFacilityCostsEvent1Amt
Food And Beverage Event1$30,985FoodAndBeverageEvent1Amt
Entertainment Event1$5,757EntertainmentEvent1Amt
Event2IN THE GAMEEvent2Nm
Gross Receipts Event2$68,916GrossReceiptsEvent2Amt
Charitable Contri Event2$68,916CharitableContriEvent2Amt
Food And Beverage Event2$6,278FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$2,965OtherDirectExpensesEvent2Amt
Other Events Total22OtherEventsTotalCnt
Gross Receipts Other Events$215,712GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$104,125CharitableContriOtherEventsAmt
Gross Revenue Other Events$111,587GrossRevenueOtherEventsAmt
Cash Prizes Other Events$552CashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$17,030RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$207,183FoodAndBeverageOtherEventsAmt
Entertainment Other Events$233,016EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$114,903OthDirectExpnssOtherEventsAmt
Gross Receipts Total$508,480GrossReceiptsTotalAmt
Charitable Contributions Tot$345,314CharitableContributionsTotAmt
Gross Revenue Total Events$163,166GrossRevenueTotalEventsAmt
Cash Prizes Total Events$552CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$31,046NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$47,584RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$244,446FoodAndBeverageTotalEventsAmt
Entertainment Total Events$238,773EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$117,868OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$680,269DirectExpenseSummaryEventsAmt
Net Income Summary-$517,103NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient13716RecipientCnt
Cash Grant$264,088,005CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSAINT LOUIS UNIVERSITY OFFERS A NUMBER OF INSTITUTIONAL GRANTS AND SCHOLARSHIPS. EACH PROGRAM HAS SPECIFIC AWARDING CRITERIA AND INDIVIDUAL RULES FOR AWARDING SET UP IN THE BANNER (ERP) SYSTEM. INITIALLY, AWARDS ARE DETERMINED BY THE OFFICE OF STUDENT FINANCIAL SERVICES OR THE DEPARTMENT ADMINISTRATORS WILL DETERMINE AND NOTIFY THE OFFICE OF STUDENT FINANCIAL SERVICES. AWARDS ARE THEN POSTED ACCORDINGLY AND DISBURSED ONTO A STUDENT'S ACCOUNT. STUDENTS REGISTERED IN THE BANNER (ERP) SYSTEM WILL BE AWARDED AND PAID USING THE STUDENT INFORMATION SYSTEM DISBURSEMENT RULES. CONTROLS ARE IN PLACE TO MONITOR OR DESIGNATE IF CHARGES AND RESULTING PAYMENT OF AID IS APPLICABLE TO THE TYPE OF PROGRAM OR FEE BY USE OF SEPARATE DETAIL CODES FOR EACH PROGRAM.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Payments For Use Of ResidenceYes (X)PaymentsForUseOfResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (24 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
TRAVIS S FORD
HEAD COACH-BASKETBALL$2,671,107$0$0$0$690$0$24,400$0$25,316$0$2,721,513$0$0$0
FRED P PESTELLO
PRESIDENT$966,372$0$0$0$3,708$0$24,400$0$2,043$0$996,523$0$0$0
KEVIN ELLEDGE
CEO-SLUCARE$822,335$0$0$0$1,386$0$24,400$0$4,388$0$852,509$0$0$0
CHRISTINE K JACOBS
VP MEDICAL AFFAIRS$738,427$0$0$0$5,272$0$24,400$0$19,167$0$787,266$0$0$0
ABDULAZIZ S ALALI
ASSISTANT PROFESSOR$488,813$0$241,104$0$210$0$24,400$0$4,344$0$758,871$0$0$0
CHRISTOPHER BLEWETT
DIVISION CHIEF-PEDIATRIC SURGERY$602,297$0$0$0$903$0$0$0$12,336$0$615,536$0$0$0
ANNE CAHILL
ASSISTANT PROFESSOR$530,435$0$0$0$903$0$24,400$0$8,159$0$563,897$0$0$0
DAVID F HEIMBURGER
VP, CFO, & CIO$489,454$0$0$0$2,772$0$24,400$0$16,855$0$533,481$0$0$0
MICHAEL A LEWIS
PROVOST$445,427$0$0$0$630$0$24,400$0$24,810$0$495,267$0$0$0
SHEILA M MANION
VP DEVELOPMENT$326,411$0$100,000$0$774$0$24,400$0$29,251$0$480,836$0$0$0
MICHAEL J LUNA
VP HR$401,932$0$0$0$781$0$24,400$0$31,505$0$458,618$0$0$0
DANIELLE T UY
VP, GENERAL COUNSEL$364,980$0$0$0$464$0$24,400$0$1,296$0$391,140$0$0$0
KYLE D COLLINS
VP IT, CIO (IT) & CIO (INNOV)$342,938$0$0$0$1,187$0$24,400$0$17,498$0$386,023$0$0$0
KENNETH A OLLIFF
VP RESEARCH$294,586$0$15,000$0$451$0$24,400$0$30,676$0$365,113$0$0$0
MICHAEL A LUCIDO
VP FACILITIES$306,804$0$0$0$371$0$24,400$0$15,368$0$346,943$0$0$0
KATHLEEN B DAVIS
VP ENROLLMENT & RETENTION$291,257$0$0$0$438$0$24,144$0$19,354$0$335,193$0$0$0
JEFFREY L FOWLER
VP MARKETING & COMM (TERMED MAY22)$285,093$0$0$0$0$0$23,069$0$16,266$0$324,428$0$0$0
SARAH CUNNINGHAM
VP STUDENT DEVELOPMENT$267,278$0$0$0$255$0$19,949$0$8,651$0$296,133$0$0$0
JESSICA EVENSON
VP ETHICS & COMPLIANCE$207,424$0$0$0$451$0$17,728$0$29,236$0$254,839$0$0$0
AMBER L JOHNSON
VP DIV/COMM ENG (TERMED OCT22)$201,155$0$0$0$0$0$16,720$0$15,485$0$233,360$0$0$0
JAMES H FUGEL
TREASURER$191,446$0$0$0$1,105$0$15,540$0$8,457$0$216,548$0$0$0
ROBERT W WILMOTT
VP MEDICAL AFFAIRS (TERMED JAN21)$144,526$0$0$0$0$0$12,387$0$19,269$0$176,182$0$0$0
ANITA BORGMEYER
VP MARKETING & COMM (START OCT22)$157,867$0$0$0$168$0$0$0$12,175$0$170,210$0$0$0
WILLIAM R KAUFFMAN
VP GEN CO & SEC (TERMED AUG22)$107,133$0$0$0$0$0$8,460$0$8,835$0$124,428$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1BFormAndLineReferenceDesc
ExplanationTHERE IS NO WRITTEN POLICY FOR THE PAYMENT OR PROVISION, OF SUCH SERVICES AS THEY ARE NOT PROVIDED TO ANYONE EMPLOYED BY THE UNIVERSITY, EXCEPT FOR THE CHIEF EXECUTIVE OFFICER (PRESIDENT) FOR WHOM A RESIDENCE WHERE HE LIVES IS PROVIDED ON CAMPUS FOR HIS USE AND OFFICIAL UNIVERSITY BUSINESS AND ENTERTAINING.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI
A4311789666069014P82008-09-02$99,885,000SEE PART VI000
HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI
B4311789660000000002014-07-02$51,080,000SEE PART VI000
HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI
C43117896660636AMN02015-12-01$60,522,331SEE PART VI000
HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI
D43117896660636AMT72021-08-12$64,600,000SEE PART VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYr
A$32,710,000$99,885,070$435,315$23,254$1,501$99,425,000Yes (1)0Yes (1)Yes (1)
B$34,995,000$51,080,000$51,080,000Yes (1)0Yes (1)Yes (1)
C$60,538,822$506,44500Yes (1)Yes (1)$60,031,8772017
D$695,000$64,600,000$64,600,000Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPct
A00Yes (1)Yes (1)Yes (1)00.000000.000000Yes (1)0.01740Yes (1)Yes (1)
C000Yes (1)00.000000.0000000Yes (1)0.00000
D00Yes (1)Yes (1)Yes (1)00.000000.000000Yes (1)0.00920Yes (1)Yes (1)0.00000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)Yes (1)Yes (1)000Yes (1)
B00Yes (1)Yes (1)Yes (1)000Yes (1)
C0Yes (1)0Yes (1)0000Yes (1)
D00Yes (1)Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FIRST SCHEDULE K - PART IPART I, LINE A, COLUMN (A): HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI PART I, LINE A, COLUMN (F): THE SERIES 2008B BONDS WERE ISSUED TO CURRENT REFUND THE SERIES 2006A BONDS ISSUED FOR THE BENEFIT OF SLU ON 10/26/2006 (THE "SERIES 2006 BONDS"). PART I, LINE B, COLUMN (A): HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI PART I, LINE B, COLUMN (F): THE SERIES 1999B BONDS WERE SIGNIFICANTLY MODIFIED ON JULY 2, 2014, RESULTING IN A TAX REISSUANCE OF SUCH BONDS. THE SERIES 1999B BONDS WERE ISSUED FOR THE BENEFIT OF SLU ON 07/29/1999 (THE "SERIES 1999B BONDS"). PART I, LINE C, COLUMN (A): HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI PART I, LINE C, COLUMN (F): THE SERIES 2015A BONDS WERE ISSUED TO FINANCED COSTS OF THE STEM PROJECTS AND NEW RESIDENCE HALL SOUTH OF FUSZ HALL, AMONG OTHER PROJECTS. PART I, LINE D, COLUMN (A): HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI PART I, LINE D, COLUMN (C): THE SERIES 2016A-1 CUSIP # IS 60636AMT7 AND THE SERIES 2016A-2 CUSIP # IS 60636AMU4. THE SERIES 2016A-1 AND SERIES 2016A-2 BONDS MATURE ON 10/1/2035. PART I, LINE D, COLUMN (F): THE SERIES 2016A BONDS WERE SIGNIFICANTLY MODIFIED MOST RECENTLY ON AUGUST 12, 2021, RESULTING IN A TAX REISSUANCE OF SUCH BONDS. THE SERIES 2016A BONDS WERE ISSUED FOR THE BENEFIT OF SLU ON OCTOBER 21, 2016 (THE "SERIES 2016A BONDS"). THE SERIES 2016A BONDS WERE ISSUED TO CURRENT REFUND THE SERIES 2008A BONDS ISSUED ON 9/2/2008 WHICH WERE ISSUED TO CURRENT REFUND THE SERIES 2005A BONDS ISSUED FOR THE BENEFIT OF SLU ON 9/8/2005 (THE "SERIES 2005 BONDS").
SECOND SCHEDULE K - PART IPART I, LINE A(2), COLUMN (A): HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI PART I, LINE A(2), COLUMN (F): THE SERIES 2017A BONDS WERE ISSUED TO FINANCE COSTS OF (1) CONSTRUCTING, EQUIPPING AND FURNISHING A NEW SEVEN STORY-RESIDENCE HALL TO BE LOCATED ON SLU'S NORTH CAMPUS; (2) ACQUIRE AN EXISTING BUILDING TO BE USED FOR FACULTY AND ADMINISTRATIVE SUPPORT FOR SLUCARE; AND (3) VARIOUS CAPITAL PROJECTS AT AND IMPROVEMENTS TO SLU'S FACILITIES LOCATED ON ITS NORTH AND SOUTH CAMPUSES PART I, LINE B(2), COLUMN (A): HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI PART I, LINE B(2), COLUMN (F): THE SERIES 2019A BONDS WERE ISSUED TO FINANCE COSTS OF (1) CONSTRUCTING, EQUIPPING AND FURNISHING A PORTION OF A NEW INTERDISCIPLINARY SCIENCE AND ENGINEERING BUILDING; (2) VARIOUS UTILITY INFRASTRUCTURE IMPROVEMENTS; (3) RENOVATING, IMPROVING, EQUIPPING AND FURNISHING OF MACELWANE HALL; (4) RENOVATING, IMPROVING, EQUIPPING AND FURNISHING OF THE IMAGINE SCHOOL PROPERTY; (5) RENOVATING, IMPROVING, EQUIPPING AND FURNISHING OF DRUMMOND HALL; AND (6) VARIOUS CAPITAL PROJECTS AT AND IMPROVEMENTS TO SLU'S FACILITIES LOCATED ON ITS NORTH AND SOUTH CAMPUSES.
FIRST SCHEDULE K - PART IIPART II, LINE 3: THE DIFFERENCE BETWEEN THE RESPECTIVE ISSUE PRICES OF THE SERIES 2008B BONDS AND THE SERIES 2015A BONDS LISTED ON PART I, COLUMN (E) AND THE AMOUNTS LISTED ON PART II, LINE 3 IS INVESTMENT EARNINGS. PART II, LINE 9, COLUMN A: AFTER SLU ALLOCATED THE PROCEEDS OF THE SERIES 2008B BONDS TO THE REFUNDING OF THE SERIES 2006 BONDS AND HAD PAID ALL ASSOCIATED COSTS OF ISSUANCE, $1,500.99 OF SERIES 2008B BOND PROCEEDS REMAINED. THIS AMOUNT WAS USED IN PART TO PAY FOR A REBATE REPORT THAT WAS COMPUTED ON 3/2/2009 AND IN PART TO PAY INTEREST ON THE SERIES 2008B BONDS. PART II, LINE 11, COLUMN A: PROCEEDS OF THE SERIES 2008B BONDS IN THE AMOUNT OF $99,425,000.00 WERE USED TO REFUND THE SERIES 2006 BONDS. PART II, LINE 11, COLUMN B: PROCEEDS OF THE REISSUED SERIES 1999B BONDS IN THE AMOUNT OF $51,080,000 WERE USED TO REFUND/REISSUE THE SERIES 1999B BONDS. PART II, LINE 11, COLUMN D: PROCEEDS OF THE REISSUED SERIES 2016A BONDS IN THE AMOUNT OF $64,600,000 WERE USED TO REFUND/REISSUE THE SERIES 2016A BONDS. PART II, LINE 13, COLUMN A AND PART III, COLUMN A GENERALLY: ALL SERIES 2008B BOND PROCEEDS WERE USED TO REFUND SERIES 2006 BONDS. $43,769,016 OF SERIES 2006 BOND PROCEEDS WERE USED TO REFUND SERIES 1996 BONDS, ISSUED PRIOR TO 1/1/2003. ACCORDINGLY, IN PART III, COLUMN B, SLU IS NOT REPORTING ON PROJECTS FINANCED BY THE SERIES 1996 BONDS. $3,600,000 OF SERIES 2006 BONDS REFUNDED A PORTION OF SERIES 2003A BONDS. SERIES 2006 BONDS DIRECTLY FINANCED A PORTION OF THE COST OF THE FOLLOWING PROJECTS: ASSET PLACED IN SERVICE DATE CHAIFETZ ARENA 2008 MACELWANE HALL RENOVATION 2008 WALSH/CLEMENS HALL RENOVATION 2008 MARCHETTI HALL RENOVATION [ELEVATOR] 2008 O'NEAL HALL RENOVATION [ELEVATOR] 2008 DUBOURG HALL RENOVATION [4TH FLOOR] 2008 GRAND FOREST HALL RENOVATION [FIRE PROTECTION] 2008 DOISY RESEARCH CENTER 2008 MARCHETTI UPGRADE 2009 RECREATION CENTER 2008 FOREST PHARM RENOVATION 2009 BALANCE OF COSTS FUNDED FROM PROCEEDS OF SERIES 2003A BONDS (CHAIFETZ AREA ONLY) AND OTHER AVAILABLE FUNDS NOT DERIVED FROM TAX-EXEMPT BONDS. PART II, LINE 13, COLUMN B AND PART III, COLUMN B GENERALLY: ALL REISSUED SERIES 1999B BONDS WERE USED TO REFUND SERIES 1999 BONDS AND THE YEAR OF SUBSTANTIAL COMPLETION FOR THE PROJECTS FINANCED BY THE SERIES 1999B BONDS WAS 1999. PART II, LINE 11, COLUMN C: AFTER SLU ALLOCATED THE PROCEEDS OF THE SERIES 2015A BONDS TO THE PROJECT AND HAD PAID ALL ASSOCIATED COSTS OF ISSUANCE, $9.21 OF SERIES 20015A BOND PROCEEDS REMAINED. THIS AMOUNT WAS USED TO PAY INTEREST ON THE SERIES 2015A BONDS. PART II, LINE 13, COLUMN D: THE SERIES 2016A BONDS WERE REISSUED IN 2018 AND AGAIN IN 2021. THE SERIES 2016A BOND PROCEEDS WERE USED TO REFUND THE SERIES 2008A BONDS. ALL SERIES 2008A BOND PROCEEDS WERE USED TO REFUND SERIES 2005 BONDS. $7,107,304 OF SERIES 2005 BOND PROCEEDS WERE USED TO REFUND SERIES 1998 BONDS, ISSUED PRIOR TO 1/1/2003. $1,434,028 OF SERIES 2005 BONDS REFUNDED A PORTION OF SERIES 2003A BONDS. SERIES 2005 BONDS DIRECTLY FINANCED A PORTION OF THE COST OF THE FOLLOWING PROJECTS: ASSET PLACED IN SERVICE DATE DOISY RESEARCH FACILITY 2008 MS LABS 2007 MACELWANE HALL RENOVATION 2008 MARCHETTI HALL RENOVATION [ELEVATOR] 2008 CHAIFETZ ARENA 2008 O'NEAL HALL RENOVATION [ELEVATOR] 2008 GRAND FOREST HALL RENOVATION [FIRE PROTECTION] 2008 DUBOURG 4TH FLOOR RENOVATION 2008 3715 LACLEDE 2009 BALANCE OF COSTS FUNDED FROM PROCEEDS OF SERIES 2003A BONDS (DOISY RESEARCH FACILITY AND CHAIFETZ AREA ONLY) AND OTHER AVAILABLE FUNDS NOT DERIVED FROM TAX-EXEMPT BONDS.
SECOND SCHEDULE K - PART IIPART II, LINE 3: THE DIFFERENCE BETWEEN THE ISSUE PRICE OF THE SERIES 2017A AND SERIES 2019A BONDS LISTED ON PART I, COLUMN (E) AND (F) AND THE AMOUNTS LISTED ON PART II, LINE 3 IS INVESTMENT EARNINGS. PART II, LINE 13, COLUMN A(2): THE PROJECT WAS PLACED IN SERVICES AS OF JULY 27, 2017. PART II, LINE 13, COLUMN B(2): THE PROJECT HAS NOT BEEN PLACED IN SERVICE AS OF JUNE 30, 2023.
FIRST SCHEDULE K - PART IIIPART III, COLUMN B GENERALLY: THE REISSUED SERIES 1999 BONDS REFUNDED BONDS THAT WERE ISSUED PRIOR TO 1/1/2003; AS SUCH THE INSTRUCTIONS TO SCHEDULE K DIRECT SLU TO NOT COMPLETE THIS COLUMN. PART III, LINE 3A, COLUMNS A AND D: MANAGEMENT AND SERVICE AGREEMENTS IN PLACE DURING TAX YEAR RELATING TO BOND FINANCED SPACE ARE TREATED AS NOT RESULTING IN PRIVATE BUSINESS USE PER REGULATIONS 1.141-3(B)(4)(III) AND REVENUE PROCEDURE 2017-13. PART III, LINE 3C, COLUMNS A, C AND D: RESEARCH AGREEMENTS IN PLACE DURING TAX YEAR RELATING TO WORK PERFORMED IN SPACE ALLOCABLE TO PORTION OF FACILITIES FINANCED BY SERIES 2003A BONDS, SERIES 2005 BONDS, SERIES 2006 BONDS AND "QUALIFIED EQUITY" ARE NOT TREATED AS RESULTING IN NONQUALIFIED USE PER REGULATIONS 1.141-3(B)(6) AND REVENUE PROCEDURE 2007-47. PART III, LINE 3D, COLUMNS A AND D: RESEARCH AGREEMENTS IN PLACE AT DOISY RESEARCH CENTER ARE MONITORED AND TRACKED FOR COMPLIANCE PURPOSES THROUGHOUT THE YEAR BY SLU. IN THE EVENT SLU HAS QUESTIONS CONCERNING RESEARCH AGREEMENTS, GUIDANCE IS SOUGHT FROM BOND COUNSEL. PART III, LINES 5 AND 6, COLUMN A: SLU USED APPROXIMATELY $2,000,000 OF THE PROCEEDS OF THE $99,425,000 BOND ISSUE TO REFINANCE BONDS THE PROCEEDS OF WHICH WERE USED ALONG WITH OTHER AVAILABLE FUNDS TO CONSTRUCT A STUDENT RECREATION CENTER. DURING THE TAX YEAR APPROXIMATELY 10% OF THE RECREATION CENTER REVENUES WERE DERIVED FROM AN UNRELATED TRADE OR BUSINESS. THIS UNRELATED TRADE OR BUSINESS USE, MEASURED AS A PERCENTAGE OF THE BONDS WOULD BE APPROXIMATE 1/10TH OF 1% OF BOND PROCEEDS DURING THE TAX YEAR.
SECOND SCHEDULE K - PART IIIPART III, LINE 3A, COLUMN A: MANAGEMENT AND SERVICE AGREEMENTS IN PLACE DURING TAX YEAR RELATING TO BOND FINANCED SPACE ARE TREATED AS NOT RESULTING IN PRIVATE BUSINESS USE PER REGULATIONS 1.141-3(B)(4)(III) AND REVENUE PROCEDURE 2017-13.
FIRST SCHEDULE K - PART IVPART IV, LINE 2, COLUMN A: REBATE COMPUTATION PERFORMED AS OF 3/2/2009; REBATE ANALYST PROVIDED OPINION THAT NO FURTHER REBATE COMPUTATIONS WOULD BE REQUIRED, SO LONG AS THE DEBT SERVICE FUND QUALIFIED AS A BONA FIDE DEBT SERVICE FUND IN EACH BOND YEAR. PART IV, LINE 2, COLUMN B: THE REISSUED SERIES 1999B BONDS QUALIFIED FOR THE 6-MONTH SPENDING EXCEPTION. IN ADDITION, BECAUSE THE BONDS WERE SIMPLY REISSUED, NO GROSS PROCEEDS OF THE ISSUE HAVE BEEN INVESTED. PART IV, LINE 2, COLUMN C: REBATE COMPUTATION PERFORMED AS OF 12/1/2016; REBATE ANALYST PROVIDED OPINION THAT NO FURTHER REBATE COMPUTATIONS WOULD BE REQUIRED, SO LONG AS THE DEBT SERVICE FUND QUALIFIED AS A BONA FIDE DEBT SERVICE FUND IN EACH BOND YEAR. PART IV, LINE 2, COLUMN D: THE REISSUED SERIES 2016A BONDS QUALIFIED FOR THE 6-MONTH SPENDING EXCEPTION. IN ADDITION, BECAUSE THE BONDS WERE SIMPLY REISSUED, NO GROSS PROCEEDS OF THE ISSUE HAVE BEEN INVESTED.
SECOND SCHEDULE K - PART IVPART IV, LINE 2, COLUMN E: REBATE COMPUTATION PERFORMED AS OF 8/1/2018 REBATE ANALYST PROVIDED OPINION THAT NO FURTHER REBATE COMPUTATIONS WOULD BE REQUIRED, SO LONG AS THE DEBT SERVICE FUND QUALIFIED AS A BONA FIDE DEBT SERVICE FUND IN EACH BOND YEAR. PART IV, LINE 2, COLUMN F: FIRST REQUIRED REBATE COMPUTATION FOR THE SERIES 2019A BONDS WILL BE ON FEBRUARY 1, 2024.
FIRST SCHEDULE K - PART VPART V: SLU ADOPTED WRITTEN TAX COMPLIANCE PROCEDURES ON MAY 4, 2013. THESE WRITTEN TAX COMPLIANCE PROCEDURES ADDRESSED BOTH (A) POST-ISSUANCE TAX COMPLIANCE AND (B) REMEDIATION OF NONQUALIFIED BONDS (INCLUDING UTILIZATION OF THE VOLUNTARY CLOSING AGREEMENT PROGRAM).
SECOND SCHEDULE K - PART VPART V: SLU ADOPTED WRITTEN TAX COMPLIANCE PROCEDURES ON MAY 4, 2013. THESE WRITTEN TAX COMPLIANCE PROCEDURES ADDRESSED BOTH (A) POST-ISSUANCE TAX COMPLIANCE AND (B) REMEDIATION OF NONQUALIFIED BONDS (INCLUDING UTILIZATION OF THE VOLUNTARY CLOSING AGREEMENT PROGRAM).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI
A43117896660636ANV12017-02-28$80,109,998SEE PART VIYes (1)00
HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI
B43117896660636AST12019-02-26$100,379,590SEE PART VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtCapitalized InterestCapitalizedInterestAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$7,690,000$80,186,392$10,692$668,604$79,025,236$481,860201700Yes (1)Yes (1)
B$101,497,309$374,820$101,122,488$1000Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00Yes (1)Yes (1)00.000000.000000.000000Yes (1)0.09910Yes (1)Yes (1)
B00000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B0Yes (1)000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
JOHN M EDWARDS
FAMILY MEMBER$92,589COMPENSATION0
RITA L MCMILLAN
FAMILY MEMBER$83,960COMPENSATION0
HARRIET G PESTELLO
FAMILY MEMBER$23,426COMPENSATION0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IVFormAndLineReferenceDesc
ExplanationALL TRANSACTIONS LISTED ON SCHEDULE L, PART IV WERE COMPLIANT WITH THE CONFLICT OF INTEREST POLICY. ANY TRANSACTIONS REQUIRING BOARD APPROVAL WERE APPROVED BY AN INDEPENDENT BOARD.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution27ContributionCnt
Noncash Contributions Rpt F990$163,646NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$10,511NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$86,362NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution58ContributionCnt
Noncash Contributions Rpt F990$1,237,412NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$2,750,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$2,408NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$2,002NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$44,299NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)GIFT CERTIFICATES63$50,862FMV
Yes (X)TICKETS20$13,166FMV
Yes (X)MISCELLANEOUS6$1,560FMV
Yes (X)LODGING1$200FMV
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 3ON MAY 6, 2022, THE UNIVERSITY AND SSM SIGNED AN AGREEMENT FOR SSM TO ASSUME OWNERSHIP OF SLUCARE AND THE 15% FINANCIAL INTEREST AND GOVERNANCE RIGHTS IN SSM HEALTH CARE ST LOUIS EFFECTIVE JULY 1, 2022. AS A RESULT, PATIENT CARE REVENUE AND EXPENSES ARE SIGNIFICANTLY LOWER FOR THE YEAR ENDING JUNE 30, 2023.
FORM 990, PART VI, SECTION B, LINE 11BFIRST THE RETURN IS REVIEWED IN THE BUSINESS AND FINANCE DIVISION BY THE DIRECTOR OF ACCOUNTING AND FINANCIAL REPORTING, THE ASSISTANT VICE PRESIDENT AND CONTROLLER, AND THE VP & CHIEF FINANCIAL OFFICER. THEN THE RETURN IS SENT TO THE AUDIT COMMITTEE FOR THEIR REVIEW AND MADE AVAILABLE FOR REVIEW BY ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CANNUAL CONFLICT OF INTEREST STATEMENTS FROM THE BOARD OF DIRECTORS ARE RECEIVED THROUGH THE AUDIT COMMITTEE, REPORTING ANY CHANGES AS THEY OCCUR FROM TIME TO TIME.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR THE UNIVERSITY PRESIDENT, OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY A PROCESS THAT INCLUDES THE REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE UNIVERSITY BOARD OF TRUSTEES; THE USE OF COMPARABILITY DATA AND CONTEMPORANEOUS DOCUMENTATION, AND CONTEMPORANEOUS RECORDKEEPING. THE COMMITTEE CONSISTS OF THE CHAIR OF THE BOARD OF TRUSTEES, THE CHAIR OF THE FINANCE COMMITTEE, THE CHAIR OF THE HUMAN RESOURCES COMMITTEE AND THE PRESIDENT OF THE UNIVERSITY. THE PRESIDENT DOES NOT PARTICIPATE IN THE SETTING/REVIEW OF HIS COMPENSATION; HENCE, ALL DECISIONS ARE MADE BY INDEPENDENT PERSONS WITHOUT A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS AT ISSUE. COMPENSATION REVIEWED INCLUDED THE PRESIDENT, ALL VICE PRESIDENTS (OFFICERS) AND DEANS OF THE UNIVERSITY SCHOOLS/COLLEGES AND THE TOP 100 OTHER EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS (BY-LAWS) AVAILABLE TO THE PUBLIC. HOWEVER, THE CONFLICT OF INTEREST POLICY AND THE ANNUAL FINANCIAL AUDIT ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:DECREASE IN TEMPORARILY RESTRICTED NET ASSETS -118,193. INCREASE IN PERMANENTLY RESTRICTED NET ASSETS 2,904,233.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1COMPTON PROPERTIESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 NORTH GRAND BOULEVARDAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63103ZIPCd
FieldValueIRS element (for citing)
EIN431765509EIN
Primary ActivitiesREAL ESTATEPrimaryActivitiesTxt
Legal Domicile StateMOLegalDomicileStateCd
Total Income-$465TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SLUBusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdDirect Controlling NADirectControllingNACd
SLU BLOCKER 1
3545 LINDELL BLVDST LOUISMO63103271962565REAL ESTATEMOSLUC$47,662$18,711,4261.00000Yes (1)
SAINT LOUIS UNIVERSITY IN SPAIN SA
999999999EDUCATIONC$3,923,6551.00000Yes (1)AVIENDA DEL VALLE 34-28003MADRIDSPSPN/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other OrgYes (1)AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SLU BLOCKER IBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeATransactionTypeTxt
Involved$1,105,237InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt