OUR LADY OF THE LAKE UNIVERSITY OF SAN ANTONIO: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OUR LADY OF THE LAKE UNIVERSITY OF SAN ANTONIO (EIN 74-1109631)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-04-15
- IRS object ID
- 202311059349300331
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-15T14:31:49-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8200 W Interstate 10 Suite 900 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782303806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OUR LADY OF THE LAKE UNIVERSITY OF | BusinessNameLine1Txt |
| Business Name Line2 | SAN ANTONIO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANTHONY TURRIETTA | InCareOfNm |
| Business Name Control | OURL | BusinessNameControlTxt |
| Phone | 2104346711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 SW 24TH STREET | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY TURRIETTA | PersonNm |
| Person Title | VP OF FINANCE | PersonTitleTxt |
| Phone | 2104346711 | PhoneNum |
| Signature | 2023-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANTHONY | PersonFirstNm |
| Person Last | TURRIETTA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANETTE VERRELLI | PreparerPersonNm |
| PTIN | P00742631 | PTIN |
| Phone | 2103419400 | PhoneNum |
| Preparation | 2023-04-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DIANE E MELBY PRESIDENT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 SW 24TH STREET | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $94,972,156 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OLLUSA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | AS A CATHOLIC UNIVERSITY SPONSORED BY THE SISTERS OF DIVINE PROVIDENCE, OUR LADY OF THE LAKE university is a community committed to serve students by: (continued on schedule o) | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 1084 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,427,304 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,826,487 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $64,253,894 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $57,194,300 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,480,257 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,227,383 | CYInvestmentIncomeAmt |
| PY Other Revenue | $194,615 | PYOtherRevenueAmt |
| CY Other Revenue | $448,098 | CYOtherRevenueAmt |
| PY Total Revenue | $76,356,070 | PYTotalRevenueAmt |
| CY Total Revenue | $86,696,268 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,046,864 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,705,948 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,860,932 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,643,505 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,394,138 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,496,596 | PYOtherExpensesAmt |
| CY Other Expenses | $26,221,609 | CYOtherExpensesAmt |
| PY Total Expenses | $78,404,392 | PYTotalExpensesAmt |
| CY Total Expenses | $79,571,062 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,048,322 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,125,206 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $113,222,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,799,546 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,858,939 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,973,073 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $79,363,078 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $83,826,473 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS A CATHOLIC UNIVERSITY SPONSORED BY THE SISTERS OF DIVINE PROVIDENCE, OUR LADY OF THE LAKE UNIVERSITY IS A COMMUNITY WHOSE MEMBERS ARE COMMITTEd TO SERVE STUDENTS BY: (CONTINUED ON SCHEDULE O). | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $69,961,177 | ExpenseAmt |
| Grant | $21,705,948 | GrantAmt |
| Revenue | $57,514,849 | RevenueAmt |
| Desc | OUR LADY OF THE LAKE UNIVERSITY OF SAN ANTONIO (UNIVERSITY) IS A PRIVATE, CATHOLIC, COEDUCATIONAL INSTITUTION OF MORE THAN 2,500 STUDENTS. IT WAS ESTABLISHED IN 1895 BY THE CONGREGATION OF DIVINE PROVIDENCE WHICH CONTINUES AS ITS SPONSORING ORGANIZATION. THE UNIVERSITY OFFERS 50 UNDERGRADUATE MAJORS AND MINORS, 19 MASTER'S PROGRAMS AND 4 DOCTORAL PROGRAMS. IN ADDITION TO DAYTIME, EVENING AND WEEKEND PROGRAMS AT ITS MAIN CAMPUS IN SAN ANTONIO, THE UNIVERSITY OPERATES UNDERGRADUATE, GRADUATE, AND WEEKEND COLLEGES FOR WORKING ADULTS IN HOUSTON AND LAFERIA, TX, WITH DEGREES FROM LIBERAL ARTS TO BUSINESS. THE UNIVERSITY IS ACCREDITED BY THE COMMISSION ON COLLEGES OF THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS TO AWARD BACHELOR'S, MASTER'S AND DOCTORAL DEGREES. | Desc |
| Total Program Service Expenses | $69,961,177 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 163 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1084 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY TURRIETTA | PersonNm |
| Phone | 2104346711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 SW 24TH STREET | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782074689 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| DIANE E MELBY | ||||||||
| PRESIDENT | 40.0 | 2.0 | Yes (X) | $369,774 | $0 | $21,721 | ||
| DR LOURDES ALVAREZ | ||||||||
| VP ACADEMIC AFFAIRS | 40.0 | 0.0 | Yes (X) | $219,300 | $0 | $24,698 | ||
| ANTHONY TURRIETTA | ||||||||
| VP FINANCE | 40.0 | 2.0 | Yes (X) | $208,937 | $0 | $31,312 | ||
| GEORGINA SCHMAHL | ||||||||
| VP INSTITUTIONAL ADVANCE | 40.0 | 0.0 | $161,486 | $0 | $30,486 | Yes (X) | ||
| ROSALINDA GARCIA | ||||||||
| VP OF ADMINISTRATION | 40.0 | 0.0 | $164,802 | $0 | $21,113 | Yes (X) | ||
| CURTIS SPEARS | ||||||||
| CHIEF TECHNOLOGY OFFICER | 40.0 | 0.0 | $135,948 | $0 | $27,116 | Yes (X) | ||
| CAROL JEFFRIES-HORNER | ||||||||
| INTERIM ASSOCIATE VP OF ACADEM | 40.0 | 0.0 | $128,949 | $0 | $22,855 | Yes (X) | ||
| GEORGE WILLIAMS | ||||||||
| VP OF STUDENT AFFAIRS | 40.0 | 0.0 | $139,944 | $0 | $9,777 | Yes (X) | ||
| ROY TERRACINA | ||||||||
| TRUSTEE EMERITUS | 2.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| SR PEARL CEASAR CDP | ||||||||
| SUPERIOR GENERAL | 2.0 | 2.0 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL EDELMANN | ||||||||
| TRUSTEE EMERITUS | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JANIE BARRERA | ||||||||
| SECRETARY OF THE BOARD | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SR LOURDES LEAL CDP | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL MARTEL | ||||||||
| TRUSTEE | 2.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| GEORGE PERSON | ||||||||
| VICE CHAIRMEN OF THE BOARD | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ESTEBAN RODRIGUEZ | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DIANNA M BURNS-BANKS | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD CASTRO | ||||||||
| TRUSTEE | 2.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD ACOSTA | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| LORENA G GONZALEZ | ||||||||
| TRUSTEE | 2.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| ERIN SEKI | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| BRUCE M FLOHR | ||||||||
| TRUSTEE EMERITUS | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| SR ROSALIE KARSTEDT CDP | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| PAUL OLIVIER | ||||||||
| CHAIRMAN OF THE BOARD | 5.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DR DENISE J DOYLE | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| SR ROSE KRUPPA CDP | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| LAURA CORTEZ | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JOHN ENSMINGER | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| GREGORIO FLORES | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ANTOINETTE HILL | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| BERTHA PEREZ EDD | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JIM PERSCHBACH | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| STEVE O'DONNELL | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| SISTER L SUZANNE DANCER CDP PHD | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| KATRINA B MOHRER | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| PETER SOLTYS PHD | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JOSHUA SUTIN | ||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,529,140 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $189,078 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILEY | |||||
| 1415 WEST 22ND STREET | OAK BROOK | IL | 605232023 | ED PARTNER SERVICES | $5,982,574 |
| CHARTWELLS DINING SERVICES | |||||
| 2 INTERNATIONAL DRIVE | RYE BROOK | NY | 105731094 | FOOD SERVICE PROVIDE | $1,521,045 |
| ELLUCIAN | |||||
| 3 WESTBROOK CORPORATE CTR | WESTCHESTER | IL | 601545728 | SOFTWARE AND SUPPORT | $736,559 |
| TAYLOR WEST ADVERTISING INC | |||||
| 503 AVENUE A 1109 | SAN ANTONIO | TX | 782151272 | ADVERTISING AND PUBL | $404,075 |
| FOLLETT | |||||
| 3 WESTBROOK CORPORATE CTR | WESTCHESTER | IL | 601545728 | BOOKSTORE OPERATIONS | $470,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $20,066 | FundraisingAmt |
| Government Grants | $17,238,295 | GovernmentGrantsAmt |
| All Other Contributions | $4,568,126 | AllOtherContributionsAmt |
| Noncash Contributions | $2,820,000 | NoncashContributionsAmt |
| Total Contributions | $21,826,487 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $54,665,895 | $54,665,895 |
| AUXILIARY INCOME | 611710 | $2,528,405 | $2,528,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $57,194,300 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,879,655 | TotalRevenueColumnAmt |
| Exclusion | $5,879,655 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49 | TotalRevenueColumnAmt |
| Exclusion | $49 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $132,102 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $132,102 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,102 | TotalRevenueColumnAmt |
| Exclusion | $132,102 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,614,054 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,266,326 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,347,728 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,347,728 | TotalRevenueColumnAmt |
| Exclusion | $1,347,728 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,960 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $20,066 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $9,562 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,602 | TotalRevenueColumnAmt |
| Exclusion | -$4,602 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $320,549 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $320,549 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $320,549 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,696,268 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,514,849 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,354,932 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,705,948 | TotalAmt |
| Program Services | $21,705,948 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $875,743 | TotalAmt |
| Program Services | $175,149 | ProgramServicesAmt |
| Management And General | $656,807 | ManagementAndGeneralAmt |
| Fundraising | $43,787 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,196,036 | TotalAmt |
| Program Services | $20,802,897 | ProgramServicesAmt |
| Management And General | $2,611,446 | ManagementAndGeneralAmt |
| Fundraising | $781,693 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,498,539 | TotalAmt |
| Program Services | $1,287,545 | ProgramServicesAmt |
| Management And General | $158,240 | ManagementAndGeneralAmt |
| Fundraising | $52,754 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,204,023 | TotalAmt |
| Program Services | $2,702,026 | ProgramServicesAmt |
| Management And General | $388,062 | ManagementAndGeneralAmt |
| Fundraising | $113,935 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,869,164 | TotalAmt |
| Program Services | $1,566,059 | ProgramServicesAmt |
| Management And General | $236,407 | ManagementAndGeneralAmt |
| Fundraising | $66,698 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,263 | TotalAmt |
| Management And General | $49,263 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,596 | TotalAmt |
| Management And General | $252,596 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Management And General | $100,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,534,596 | TotalAmt |
| Program Services | $886,685 | ProgramServicesAmt |
| Management And General | $645,861 | ManagementAndGeneralAmt |
| Fundraising | $2,050 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,408 | TotalAmt |
| Program Services | $11,092 | ProgramServicesAmt |
| Management And General | $800,769 | ManagementAndGeneralAmt |
| Fundraising | $6,547 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,677 | TotalAmt |
| Program Services | $555,326 | ProgramServicesAmt |
| Management And General | $28,788 | ManagementAndGeneralAmt |
| Fundraising | $16,563 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,327,854 | TotalAmt |
| Program Services | $2,074,889 | ProgramServicesAmt |
| Management And General | $178,971 | ManagementAndGeneralAmt |
| Fundraising | $73,994 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,268,464 | TotalAmt |
| Program Services | $6,305,353 | ProgramServicesAmt |
| Management And General | $825,091 | ManagementAndGeneralAmt |
| Fundraising | $138,020 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,165 | TotalAmt |
| Program Services | $642,425 | ProgramServicesAmt |
| Management And General | $3,325 | ManagementAndGeneralAmt |
| Fundraising | $5,415 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,511 | TotalAmt |
| Program Services | $71,269 | ProgramServicesAmt |
| Management And General | $9,327 | ManagementAndGeneralAmt |
| Fundraising | $3,915 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,630 | TotalAmt |
| Program Services | $245,990 | ProgramServicesAmt |
| Management And General | $37,205 | ManagementAndGeneralAmt |
| Fundraising | $6,435 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,867 | TotalAmt |
| Program Services | $149,268 | ProgramServicesAmt |
| Management And General | $107,583 | ManagementAndGeneralAmt |
| Fundraising | $5,016 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,346,645 | TotalAmt |
| Program Services | $2,842,387 | ProgramServicesAmt |
| Management And General | $429,902 | ManagementAndGeneralAmt |
| Fundraising | $74,356 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,980 | TotalAmt |
| Program Services | $42,980 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FEES EXPENSE | $5,986,248 | $5,759,976 | $225,814 | $458 |
| OTHER PROGRAM ACTIVITIES | $2,406,086 | $2,133,913 | $269,671 | $2,502 |
| BAD DEBT EXPENSE | $200,619 | $200,619 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,571,062 | TotalAmt |
| Program Services | $69,961,177 | ProgramServicesAmt |
| Management And General | $8,215,747 | ManagementAndGeneralAmt |
| Fundraising | $1,394,138 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,394 | BOYAmt |
| EOY | $1,778,399 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,310,542 | BOYAmt |
| EOY | $9,325,781 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $905,361 | BOYAmt |
| EOY | $647,730 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,185,618 | BOYAmt |
| EOY | $3,092,460 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,793 | BOYAmt |
| EOY | $407,275 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,063,478 | BOYAmt |
| EOY | $1,247,821 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $135,419,014 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,616,398 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,253,862 | BOYAmt |
| EOY | $65,802,616 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,436,199 | BOYAmt |
| EOY | $31,429,258 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,770 | BOYAmt |
| EOY | $68,206 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,222,017 | BOYAmt |
| EOY | $113,799,546 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,737,797 | BOYAmt |
| EOY | $8,725,812 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,906,116 | BOYAmt |
| EOY | $3,723,533 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,973,483 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,100,000 | BOYAmt |
| EOY | $15,400,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,115,026 | BOYAmt |
| EOY | $150,245 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,858,939 | BOYAmt |
| EOY | $29,973,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,220,012 | BOYAmt |
| EOY | $59,598,731 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,143,066 | BOYAmt |
| EOY | $24,227,742 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,363,078 | BOYAmt |
| EOY | $83,826,473 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,222,017 | BOYAmt |
| EOY | $113,799,546 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,125,206 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,661,811 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,077,782 | BeginningYearBalanceAmt |
| Contributions | $303,119 | ContributionsAmt |
| Investment Earnings Or Losses | $3,104,056 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,308,390 | OtherExpendituresAmt |
| Administrative Expenses | $128,016 | AdministrativeExpensesAmt |
| End Year Balance | $38,048,551 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,253,159 | BeginningYearBalanceAmt |
| Contributions | $341,514 | ContributionsAmt |
| Investment Earnings Or Losses | $8,823,623 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,219,181 | OtherExpendituresAmt |
| Administrative Expenses | $121,333 | AdministrativeExpensesAmt |
| End Year Balance | $36,077,782 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,284,665 | BeginningYearBalanceAmt |
| Contributions | $248,128 | ContributionsAmt |
| Investment Earnings Or Losses | $114,405 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,330,039 | OtherExpendituresAmt |
| Administrative Expenses | $64,000 | AdministrativeExpensesAmt |
| End Year Balance | $28,253,159 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,730,821 | BeginningYearBalanceAmt |
| Contributions | $635,746 | ContributionsAmt |
| Investment Earnings Or Losses | $1,114,336 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,081,338 | OtherExpendituresAmt |
| Administrative Expenses | $114,900 | AdministrativeExpensesAmt |
| End Year Balance | $30,284,665 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,640,945 | BeginningYearBalanceAmt |
| Contributions | $191,568 | ContributionsAmt |
| Investment Earnings Or Losses | $3,119,592 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,094,795 | OtherExpendituresAmt |
| Administrative Expenses | $126,489 | AdministrativeExpensesAmt |
| End Year Balance | $29,730,821 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.67000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,569,126 | OtherCostOrOtherBasisAmt |
| Book Value | $1,569,126 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,547,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,882,150 | DepreciationAmt |
| Book Value | $59,664,910 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,062,480 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,535,915 | DepreciationAmt |
| Book Value | $1,526,565 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,557,728 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,419,075 | DepreciationAmt |
| Book Value | $2,138,653 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,682,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,779,258 | DepreciationAmt |
| Book Value | $903,362 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $65,802,616 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GOV. ADV FOR STUDENT LOANS | $137,272 |
| CAPITAL LEASE OBLIGATION | $12,973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $150,245 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $67,641,784 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,661,811 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$16,302,235 | OtherRevenueAmt |
| Revenue Not Reported | -$18,964,046 | RevenueNotReportedAmt |
| Revenue Subtotal | $86,605,830 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $100,000 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$9,562 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $90,438 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $86,696,268 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $63,178,389 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $9,562 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $9,562 | ExpensesNotReportedAmt |
| Expenses Subtotal | $63,168,827 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $100,000 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $16,302,235 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $16,402,235 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $79,571,062 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 1A | EXCLUDED ART AND HISTORICAL TREASURES: OUR LADY OF THE LAKE MAINTAINS A SMALL COLLECTION OF HISTORICAL COINS AND PAPER CURRENCY WHICH IS OF IMMATERIAL VALUE. THE UNIVERSITY ALSO OWNS ONE PIECE OF ART WORK WHICH IS ON PERMANENT LOAN TO A PRIVATE MUSEUM IN SAN ANTONIO. BOTH ARE HELD IN ORDER TO PRESERVE HISTORICAL ITEMS FOR FUTURE GENERATIONS. DUE TO THE IMMATERIALITY OF THESE ITEMS, THERE IS NO FOOTNOTE IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART III, LINE 4 | EXCLUDED ART AND HISTORICAL TREASURES: OUR LADY OF THE LAKE MAINTAINS A COLLECTION OF HISTORICAL COINS AND PAPER CURRENCY AND ONE PIECE OF ARTWORK; ALL OF IMMATERIAL VALUE IN ORDER TO PRESERVE HISTORICAL ITEMS FOR FUTURE GENERATIONS. |
| SCHEDULE D, PART V, LINE 4 | INTENT OF ENDOWMENT FUNDS: ENDOWMENT DONATIONS AND BOARD DESIGNATED FUNDS ARE POOLED AND INVESTED TO SUPPORT UNIVERSITY OPERATIONS AND STUDENT SCHOLARSHIPS. |
| SCHEDULE D, PART X, LINE 2 | ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS, THEREFORE THERE IS NO FOOTNOTE DISCLOSURE. |
| SCHEDULE D, PART XI, LINE 2D | AMOUNTS INCLUDED ON LINE 1 NOT ON FORM 990: TUITION DISCOUNTS INCLUDED IN REVENUE - ($16,302,235) |
| SCHEDULE D, PART XI, LINE 4B | AMOUNTS ON FORM 990 NOT ON LINE 1: FUNDRAISING EXPENSES INCLUDED IN REVENUE - ($9,562) |
| SCHEDULE D, PART XII, LINE 2D | AMOUNTS ON LINE 1 NOT ON FORM 990: FUNDRAISING EXPENSES INCLUDED IN REVENUE - $9,562 |
| SCHEDULE D, PART XII, LINE 4B | AMOUNTS INCLUDED ON FORM 990 NOT ON LINE 1: TUITION DISCOUNTS INCLUDED IN REVENUE - $16,302,235 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | NON-DISCRIMINATORY POLICY DISCLOSURE: NON-DISCRIMINATORY POLICY DISCLOSURE IS PUBLISHED ON THE UNIVERSITY WEBSITE AND EMPLOYEES WHO HAVE DIRECT CONTACT WITH STUDENTS RECEIVE TRAINING. |
| SCHEDULE E, PART I, LINE 6A | FINANCIAL AID FROM GOVERNMENTAL AGENCIES: STUDENT FINANCIAL AID IS RECEIVED FROM THE FEDERAL GOVERNMENT. A COMPLETE LISTING OF FEDERAL GRANTS IS ON FILE AT OLLU AND IS AVAILABLE UPON REQUEST. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $25,026 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $20,066 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,960 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $140 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $142 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $5,800 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,200 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,280 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $25,026 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $20,066 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $4,960 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $140 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $142 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,800 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,200 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,280 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,562 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,602 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| TUITION DISCOUNTS | 1258 | $16,302,235 |
| GRANTS AND ASSISTANCE | 2607 | $4,380,458 |
| FINANCIAL AID | 526 | $1,023,255 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: SCHOLARSHIP/DISCOUNTS ARE CREDITED TO EACH STUDENT'S ACCOUNT MAINTAINED WITH OLLU. THE ORGANIZATION REVIEWS ALL PROPOSALS FOR COMPLIANCE WITH GRANT GUIDELINES AND APPROVES PRIOR TO THE EXPENSE BEING INCURRED. THE PROJECT DIRECTOR TRACKS SPENDING ON GRANTS MONTHLY TO ENSURE NO BUDGET OVERAGES. WHEN RECORDING THE BILLINGS MONTHLY, THE GRANT ACCOUNTANT ALSO MONITORS THE SPENDING TO MAKE SURE ALL EXPENSES ARE REASONABLE AND WITHIN THE BUDGET OF THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR LOURDES ALVAREZ | ||||||||||||
| VP ACADEMIC AFFAIRS | $216,791 | $0 | $0 | $0 | $2,509 | $0 | $15,464 | $0 | $9,234 | $0 | $243,998 | $0 |
| DIANE E MELBY | ||||||||||||
| PRESIDENT | $330,065 | $0 | $0 | $0 | $39,709 | $0 | $19,434 | $0 | $2,287 | $0 | $391,495 | $0 |
| ANTHONY TURRIETTA | ||||||||||||
| VP FINANCE | $206,688 | $0 | $0 | $0 | $2,249 | $0 | $15,288 | $0 | $16,024 | $0 | $240,249 | $0 |
| GEORGINA SCHMAHL | ||||||||||||
| VP INSTITUTIONAL ADVANCE | $160,267 | $0 | $0 | $0 | $1,219 | $0 | $12,005 | $0 | $18,481 | $0 | $191,972 | $0 |
| ROSALINDA GARCIA | ||||||||||||
| VP OF ADMINISTRATION | $163,250 | $0 | $0 | $0 | $1,552 | $0 | $11,847 | $0 | $9,266 | $0 | $185,915 | $0 |
| CURTIS SPEARS | ||||||||||||
| CHIEF TECHNOLOGY OFFICER | $133,305 | $0 | $0 | $0 | $2,643 | $0 | $10,092 | $0 | $17,024 | $0 | $163,064 | $0 |
| CAROL JEFFRIES-HORNER | ||||||||||||
| INTERIM ASSOCIATE VP OF ACADEM | $126,756 | $0 | $0 | $0 | $2,193 | $0 | $9,206 | $0 | $13,649 | $0 | $151,804 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | DIANE E. MELBY, HOUSING ALLOWANCE, ALLOWANCE WAS TAXED THROUGH PAYROLL. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,820,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, COLUMN B | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTORS OR ITEMS CONTRIBUTED: THE NUMBERS REPORTED ON COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1 | ORGANIZATION'S MISSION: (CONTINUED FROM PAGE 1)... ENSURING QUALITY, INNOVATIVE UNDERGRADUATE AND GRADUATE LEARNING EXPERIENCES, FOSTERING SPIRITUAL, PERSONAL, AND PROFESSIONAL GROWTH, AND PREPARING STUDENTS FOR SUCCESS AND CONTINUED SERVICE. |
| FORM 990, PART IV, LINE 28 | TRANSACTIONS WITH INTEREST PARTIES: OUR LADY OF THE LAKE UNIVERSITY (OLLU) HAS A BUSINESS TRANSACTION WITH THE CONGREGATION OF DIVINE PROVIDENCE (CDP) IN WHICH OLLU PAYS FAIR MARKET VALUE FOR USE OF CDP FACILITIES LOCATED ON THE OLLU CAMPUS. FOR THE YEAR ENDED 5/31/22, THE AMOUNT PAID WAS $175,820. SCHEDULE L IS NOT REQUIRED AND ONLY BEING DISCLOSED AS SOME OF THE BOARD MEMBERS ARE AFFILIATED TO THIS CONGREGATION. |
| FORM 990, PART VI, SECTION A, LINE 1A | DELEGATION OF AUTHORITY: THE GOVERNING BOARD MAY DELEGATE AUTHORITY TO AN EXECUTIVE COMMITTEE ON OCCASION AND AS NEEDED. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OF THE ORGANIZATION: THE MEMBERS OF THIS CORPORATION SHALL BE, EX OFFICIO, THE SUPERIOR GENERAL OF AND THE MEMBERS OF THE GENERAL COUNCIL OF THE RELIGIOUS CONGREGATION OF DIVINE PROVIDENCE OF SAN ANTONIO, TEXAS. |
| FORM 990, PART VI, SECTION A, LINE 7A | POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY: THE CONGREGATION OF DIVINE PROVIDENCE SHALL HAVE AT LEAST TWO MEMBERS ON THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW FORM 990: THE DRAFT OF THE 990 IS REVIEWED BY THE UNIVERSITY'S FINANCE DEPARTMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH CONFLICT OF INTEREST POLICY: OUR LADY OF THE LAKE UNIVERSITY (OLLU) HAS A CONFLICTS OF INTEREST POLICY IN ARTICLE XVIII OF ITS BYLAWS. THE POLICY COVERS ALL BOARD TRUSTEES AND DEFINES A CONFLICT OF INTEREST IF (A) SUCH TRUSTEE HAS EXISTING OR POTENTIAL FINANCIAL OR OTHER INTEREST WHICH IMPAIRS OR MIGHT REASONABLY APPEAR TO IMPAIR SUCH PERSON'S INDEPENDENT, UNBIASED JUDGEMENT IN DISCHARGED OF HIS OR HER RESPONSIBILITIES TO OLLU, OR (B) SUCH TRUSTEE IS AWARE THAT A FAMILY MEMBER (SPOUSE, PARENTS, SIBLINGS CHILDREN AND ANY OTHER RELATIVE IF THE LATTER RESIDE IN THE SAME HOUSEHOLD AS THE TRUSTEE), OR ANY ORGANIZATION IN WHICH SUCH TRUSTEE OR FAMILY MEMBER IS AN OFFICER, DIRECTOR, EMPLOYEE, MEMBER, PARTNER, TRUSTEE, OR CONTROLLING STOCKHOLDER, HAS SUCH EXISTING OR POTENTIAL FINANCIAL OR OTHER INTEREST. OLLU MONITORS COMPLIANCE WITH THIS POLICY IN SEVERAL WAYS: -ANNUALLY REQUIRING ALL TRUSTEES TO DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST, IF NOT SOONER DISCOVERED DURING THE YEAR. -ENSURING ALL NEW TRUSTEES ARE AWARE OF THEIR OBLIGATION TO DISCLOSE ANY CONFLICTS OF INTEREST AS SOON AS KNOWN TO THE BOARD. -COMMUNICATING WITH THE TRUSTEES REGULARLY IN COMMITTEE AND BOARD MEETINGS OF ALL NEW SIGNIFICANT TRANSACTIONS OCCURRING AT OLLU SO THAT THE TRUSTEES ARE AWARE AND CAN DISCLOSE A CONFLICT IF APPLICABLE PRIOR TO THE TRANSACTION OCCURRING. ANY DISCLOSED CONFLICTS ARE DOCUMENTED IN THE MINUTES AND THE TRUSTEE WITH THE CONFLICT WILL ABSTAIN FOR VOTING ON ANY MATTERS RELATED TO THE CONFLICT. THIS IS ALL DOCUMENTED IN THE BOARD MINUTES. IF THE CONFLICT IS DISCOVERED AFTER THE TRANSACTION HAS OCCURRED, IT IS STILL DOCUMENTED IN THE MINUTES AND A NARRATIVE SUPPORTING HOW THE TRANSACTION WAS DONE AT ARM'S LENGTH OR NOT IS DOCUMENTED. ANY TRUSTEE WHO IS UNCERTAIN WHETHER A CONFLICT OF INTEREST EXISTS IN ANY MATTER IS ENCOURAGED TO DISCLOSE THE POTENTIAL CONFLICT TO THE BOARD OR THE COMMITTEE TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS, AND THE BOARD OR COMMITTEE SHALL RESOLVE THE QUESTION BY MAJORITY VOTE. ALL OF THIS IS DOCUMENTED IN THE MINUTES OF THE BOARD OR COMMITTEE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15A | REVIEW OF TOP MANAGEMENT COMPENSATION: THE BOARD, THROUGH THE EXECUTIVE COMMITTEE, REVIEWS AND SETS THE PRESIDENT'S SALARY USING COMPARABILITY DATA FROM CUPA (COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION). THE REVIEW IS DOCUMENTED IN MEETING MINUTES OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15B | REVIEW OF OFFICER COMPENSATION: THE PRESIDENT REVIEWS COMPARABLE DATA AND DETERMINES MANAGEMENT SALARIES. THE BOARD OF TRUSTEES REVIEWS THESE MANAGEMENT SALARIES AS PRESENTED IN THE FORM 990. THE VICE PRESIDENT FOR ACADEMIC AFFAIRS AND DIRECTOR OF HUMAN RESOURCES SETS FACULTY AND STAFF SALARIES, RESPECTIVELY, USING COMPARABILITY DATA. THE REVIEW OF MANAGEMENT SALARIES IS DOCUMENTED IN MEETING MINUTES OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS TO THE PUBLIC: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLLU MAIN BUILDING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 SW 24TH STREET | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271349237 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12 TYPE 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II, LINE 1F | FormAndLineReferenceDesc |
| Explanation | DIRECT CONTROLLING ENTITY: OLLU MAIN BUILDING IS CONTROLLED BY OUR LADY OF THE LAKE UNIVERSITY OF SAN ANTONIO. | ExplanationTxt |