2023-04-24T14:27:22-05:00 2022-06-30 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2021-07-01 430694556 FONTBONNE UNIVERSITY FONT 3148623456 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 ANN SPALL CFO/VP OF FINANCE & ADMIN 3148623456 2023-04-19 1 ANN SPALL 999009999 KIMBERLY A RYAN P00829977 3142903300 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ANN SPALL 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 48044893 0 X WWW.FONTBONNE.EDU X 1923 MO FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING THAT SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY AND TO ASSUME RESPONSIBILITY AS CITIZENS AND LEADERS. 22 22 586 100 0 0 9584329 10912879 27587877 24305461 1020448 1181648 389552 440564 38582206 36840552 11832481 10003230 0 0 13406773 13520548 0 0 733783 9753742 11415893 34992996 34939671 3589210 1900881 54325059 47781957 28964586 23970412 25360473 23811545 X FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING DEDICATED TO THE DISCOVERY, UNDERSTANDING, PRESERVATION, AND DISSEMINATION OF TRUTH. FONTBONNE SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY, AND TO ASSUME RESPONSIBILITY AS CITIZENS AND LEADERS. FONTBONNE OFFERS BOTH UNDERGRADUATE AND GRADUATE PROGRAMS IN AN ATMOSPHERE CHARACTERIZED BY INCLUSION, OPEN COMMUNICATION, AND PERSONAL CONCERN. THE UNDERGRADUATE PROGRAMS PROVIDE A SYNTHESIS OF LIBERAL AND PROFESSIONAL EDUCATION. AS A CATHOLIC UNIVERSITY FOUNDED BY THE SISTERS OF ST. JOSEPH OF CARONDELET, FONTBONNE IS ROOTED IN THE JUDEO-CHRISTIAN TRADITION. 0 0 30293447 10003230 24742458 FONTBONNE IS AN ACCREDITED UNIVERSITY THAT OFFERS UNDERGRADUATE, GRADUATE, AND DOCTORAL DEGREE PROGRAMS, WHICH ALSO PROVIDES AUXILIARY SERVICES SUCH AS DORMITORIES, DINING HALL AND A BOOK STORE FOR THE CONVENIENCE OF ITS STUDENTS AND FACULTY. TOTAL BENEFITTED (AVERAGE FTE) = 859 30293447 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 76 0 586 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X ANN SPALL 3148894586 6800 WYDOWN BOULEVARD ST LOUIS MO 63105 KAREN S GEDERA CHAIRMAN 1.00 X 0 0 0 MARSHA BENNEY TRUSTEE 1.00 X 0 0 0 PATRICIA CLUNE CSJ TRUSTEE 1.00 X 0 0 0 PAT COLEMAN TRUSTEE 1.00 X 0 0 0 ROSEANNE COOK CSJ TRUSTEE 1.00 X 0 0 0 DOTTI FISCHER TRUSTEE 1.00 X 0 0 0 ALLEN J GRIEVE CSJA TRUSTEE 1.00 X 0 0 0 AMY HEREFORD CSJ TRUSTEE 1.00 X 0 0 0 SANDRA G LEHRER TRUSTEE 1.00 X 0 0 0 SHAWN MADIGAN CSJ TRUSTEE (THRU 6/22) 1.00 X 0 0 0 RICHARD J MARK TRUSTEE (THRU 6/22) 1.00 X 0 0 0 ANNE MILLER TRUSTEE 1.00 X 0 0 0 MARY ANN NESTEL CSJ TRUSTEE 1.00 X 0 0 0 JULIANNE C NIEMANN TRUSTEE 1.00 X 0 0 0 VALERIE E PATTON TRUSTEE (THRU 3/22) 1.00 X 0 0 0 EILEEN PETITO TRUSTEE 1.00 X 0 0 0 BRIAN ABEL RAGEN TRUSTEE 1.00 X 0 0 0 EVE RILEY TRUSTEE 1.00 X 0 0 0 RITA SCHMITZ CSJ TRUSTEE 1.00 X 0 0 0 TOM SCHUNK TRUSTEE 1.00 X 0 0 0 BERNARD SHORE TRUSTEE 1.00 X 0 0 0 BUZZ SZTUKOWSKI TRUSTEE 1.00 X 0 0 0 LATOYA THOMPSON TRUSTEE 1.00 X 0 0 0 MSGR MICHAEL TUREK TRUSTEE 1.00 X 0 0 0 NANCY BLATTNER PRESIDENT 40.00 X 239003 0 45148 ADAM WEYHAUPT VP ACADEMIC AFFAIRS 40.00 X 130118 0 27160 ANN SPALL CFO/VP OF FINANCE & ADMIN 40.00 X 113829 0 39642 GALE BORKOWSKI RICE DEAN 40.00 X 170473 0 25934 QUINTON CLAY VP ENR MGT AND MARKETING 40.00 X 141599 0 28759 MARIA BUCKEL VP ATHLETICS 40.00 X 103436 0 16307 898458 0 182950 7 0 1 0 ALADDIN FOOD MANAGEMENT 16567 COLLECTIONS CENTER DR CHICAGO IL 60693 FOOD SERVICE 1011874 DOVETAIL INC 12 MARYLAND PLAZA ST LOUIS MO 63108 ADVERTISING/MARKETING 219733 GREENSFELDER HEMKER & GALE 10 S BROADWAY STE 2000 ST LOUIS MO 63102 LEGAL SERVICES 200313 DELL MARKETING ONE DELL WAY ROUND ROCK TX 78682 TECHONOLOGY 155614 CDW GOVERNMENT 75 REMITTANCE DR STE 1515 CHICAGO IL 60675 TECHONOLOGY 144314 8 11779 2428908 8472192 6218842 10912879 TUITION AND FEES 611310 21616488 21616488 AUXILIARY SERVICES 611310 2688973 2688973 24305461 286970 286970 4314 0 4314 4314 4314 4557656 7533236 3546124 7650090 1011532 -116854 894678 894678 7380 11779 8127 -747 -747 436997 436997 436997 36840552 24742458 0 1185215 10003230 10003230 836893 199772 445488 191633 10428317 8877827 1143263 407227 350364 85884 259814 4666 1101244 905432 153419 42393 803730 658150 117844 27736 156637 156637 92700 92700 40584 40584 44956 44956 414723 414723 141539 32385 97785 11369 739661 449278 290383 1154443 1154443 44777 32761 12016 19166 19166 1524719 1524719 1379519 1379519 313934 313934 GRANT EXPENSES 1316110 1316110 FOOD SERVICE 899460 896104 3356 ATHLETIC PROGRAMS 797232 797232 MEMBERSHIPS 125118 90982 34076 60 2210615 1141796 1020120 48699 34939671 30293447 3912441 733783 1478154 880275 2366926 2132037 1631375 1855470 1179583 399072 73528054 47774596 20005377 25753458 17302502 14138749 385808 297652 9975334 2325244 54325059 47781957 1161520 1462323 25514909 19178273 2288157 3329816 28964586 23970412 X 13973387 13250548 11387086 10560997 25360473 23811545 54325059 47781957 1900881 -3449809 0 X X 0 1 X 1 1 1 X 5432248 5016504 2237839 9584329 10912879 33183799 5432248 5016504 2237839 9584329 10912879 33183799 8707958 24475841 463132 417670 390781 301598 291284 1864465 169663 169663 379565 379565 35597492 143258160 0.68760 0.83120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAIN ON INVOLUNTARY DISPOSAL OF ASSETS - 2019 AMOUNT: $ 379,565. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90950 X LIBRARY ARTWORK 0 16817982 1000000 -1943819 3284833 12589330 15162956 251329 3293967 1890270 16817982 14456709 566006 909555 769314 15162956 14084230 268277 874951 770749 14456709 17220596 288170 1245443 4669979 14084230 0.45790 0.41430 0.12780 0 0 6229221 6229221 19726794 14793535 4933259 6069538 4603984 1465554 14792574 13335677 1456897 26709927 15041400 11668527 25753458 REFUNDABLE GOVERNMENT LOANS 601474 ASSET RETIREMENT OBLIGATION 20730 CONTRACT LIABILITIES 2707612 3329816 24731099 -3449809 -3449809 28180908 8659644 8659644 36840552 26280027 0 26280027 8659644 8659644 34939671 PART III, LINE 4: FONTBONNE PRESENTS ARTWORK THROUGHOUT THE LIBRARY. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF OVER 100 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, MOSTLY TO PROVIDE SCHOLARSHIPS FOR STUDENTS AND TO SUPPORT A VARIETY OF ACADEMIC PROGRAMS OFFERED BY THE UNIVERSITY. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS (INCLUDING THE LONG-TERM RESERVES). PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS 8,659,644. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS 8,659,644. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 STATEMENT IS INCLUDED ON INSTITUTION'S WEBSITE AND IN THE UNIVERSITY CATALOG. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY PASSES THROUGH STUDENT FINANCIAL AID FROM THE DEPARTMENT OF EDUCATION TO ITS STUDENTS. GOLF TOURNAMENT 19159 11779 7380 530 1820 4855 922 19159 11779 7380 530 1820 4855 922 8127 -747 1 SCHOLARSHIPS TO STUDENTS 940 10003230 COST TUITION AND OTHER COSTS OF ATTENDANCE PART I, LINE 2: THE GRANTS MADE BY THE UNIVERSITY PRIMARILY CONSIST OF STUDENT FINANCIAL AID FOR SCHOLARSHIPS. SCHOLARSHIPS ARE AWARDED AND MONITORED BY THE UNIVERSITY'S FINANCIAL AID DEPARTMENT TO ELIGIBLE STUDENTS BASED UPON A NUMBER OF DIFFERENT CRITERIA, INCLUDING MERIT, ACADEMIC ACHIEVEMENT, AND FINANCIAL NEED. 940 STUDENTS RECEIVED FINANCIAL AID DURING THE CURRENT FISCAL YEAR FROM A COMBINATION OF ALL SOURCES (FEDERAL, STATE AND INSTITUTIONAL). OF THE 940 STUDENTS RECEIVING FINANCIAL AID, 807 RECEIVED FUNDING FROM INSTITUTIONAL SOURCES. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 NANCY BLATTNER PRESIDENT 239003 0 0 0 0 0 0 0 45148 0 284151 0 0 0 GALE BORKOWSKI RICE DEAN 170473 0 0 0 0 0 0 0 25934 0 196407 0 0 0 QUINTON CLAY VP ENR MGT AND MARKETING 141599 0 0 0 0 0 0 0 28759 0 170358 0 0 0 ADAM WEYHAUPT VP ACADEMIC AFFAIRS 130118 0 0 0 0 0 0 0 27160 0 157278 0 0 0 ANN SPALL CFO/VP OF FINANCE & ADMIN 113829 0 0 0 0 0 0 0 39642 0 153471 0 0 0 PART I, LINE 1A THE UNIVERSITY PAYS FOR AN OUTSIDE CLEANING SERVICE TO HELP MAINTAIN THE PRESIDENT'S RESIDENCE. X 8 83984 FAIR MARKET VALUE X 1 6134858 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. SUBSEQUENT TO THE APPROVAL OF THE FORM BY THE AUDIT COMMITTEE, THE FORM IS PROVIDED TO THE BOARD OF TRUSTEES ELECTRONICALLY AND THEN FILED WITH THE IRS BY MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY REQUIRES EACH TRUSTEE OF THE BOARD TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE PROCESS IS MONITORED BY THE PRESIDENT'S OFFICE. CONFLICTS OF INTEREST ARE SUMMARIZED BY THE PRESIDENT'S OFFICE AND, WHEN APPLICABLE, KEY EMPLOYEES AND/OR BOARD TRUSTEES ARE EXCUSED FROM MEETINGS AND VOTES WHEN A TOPIC RELATED TO THE CONFLICT IS BEING DISCUSSED OR VOTED ON BY THE UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 15 SALARY ADJUSTMENTS FOR FACULTY AND STAFF ARE TYPICALLY MADE EFFECTIVE EITHER AT THE BEGINNING OF THE FISCAL YEAR, BEGINNING OF A NEW CONTRACT PERIOD OR AT THE BEGINNING OF THE CALENDAR YEAR. ANY SALARY ADJUSTMENTS MADE ARE SUBJECT TO REVIEW AND APPROVAL BY THE EMPLOYEE'S IMMEDIATE SUPERVISOR UNLESS AN ACROSS THE BOARD ADJUSTMENT IS MADE FOR ALL FACULTY AND STAFF. THOSE ACROSS THE BOARD ADJUSTMENTS WOULD BE APPROVED BY THE EXECUTIVE LEADERSHIP TEAM. THE TOTAL COMPENSATION PROVIDED TO THE UNIVERSITY PRESIDENT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST ADDRESSED TO THE UNIVERSITY INSTITUTIONAL ADVANCEMENT OFFICE. FORM 990, PART XII, LINE 2C: THERE IS NO CHANGE FROM THE PRIOR YEAR.