AURORA UNIVERSITY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AURORA UNIVERSITY (EIN 36-2166964)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202301359349305260
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T09:45:21-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 1901 S Meyers Road Suite 500 | AddressLine1Txt |
| City | Oakbrook Terrace | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601815209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362166964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AURORA UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHARON MAXWELL | InCareOfNm |
| Business Name Control | AURO | BusinessNameControlTxt |
| Phone | 6308926431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 SOUTH GLADSTONE AVE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON MAXWELL | PersonNm |
| Person Title | SR. VP for Bus & Fin | PersonTitleTxt |
| Phone | 6308926431 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHARON | PersonFirstNm |
| Person Last | MAXWELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bernadette D Zita | PreparerPersonNm |
| PTIN | P00089845 | PTIN |
| Phone | 6302829500 | PhoneNum |
| Preparation | 2023-05-15 | 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 | Dr Jeff King | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 SOUTH GLADSTONE AVE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $211,022,696 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AURORA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1899 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE POST-SECONDARY UNDERGRADUATE AND GRADUATE EDUCATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 1752 | TotalEmployeeCnt |
| Total Volunteers | 276 | TotalVolunteersCnt |
| Total Gross UBI | $234,421 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,367,706 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,285,389 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $124,028,131 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $131,862,321 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,023,373 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,820,305 | CYInvestmentIncomeAmt |
| PY Other Revenue | $340,405 | PYOtherRevenueAmt |
| CY Other Revenue | $1,408,720 | CYOtherRevenueAmt |
| PY Total Revenue | $160,759,615 | PYTotalRevenueAmt |
| CY Total Revenue | $176,376,735 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $60,794,306 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $71,012,466 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $49,728,815 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $51,963,878 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,875,191 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $38,349,672 | PYOtherExpensesAmt |
| CY Other Expenses | $44,224,121 | CYOtherExpensesAmt |
| PY Total Expenses | $148,872,793 | PYTotalExpensesAmt |
| CY Total Expenses | $167,200,465 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,886,822 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,176,270 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $241,910,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $242,777,024 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $70,995,908 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71,334,186 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $170,915,035 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $171,442,838 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PRIMARY PURPOSE OF AURORA UNIVERSITY IS TO PROVIDE POST-SECONDARY UNDERGRADUATE AND GRADUATE EDUCATION SHAPED BY ITS LONG STANDING COMMITMENT TO EDUCATIONAL EXCELLENCE AND COMMUNITY PARTNERSHIP. THE UNIVERSITY IS GUIDED BY ITS MISSION TO BE AN INCLUSIVE COMMUNITY DEDICATED TO THE TRANSFORMATIVE POWER OF LEARNING AND CONTINUES TO UPHOLD ITS VALUES OF INTEGRITY, CITIZENSHIP, CONTINUOUS LEARNING AND EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $135,695,356 | ExpenseAmt |
| Grant | $71,012,466 | GrantAmt |
| Revenue | $124,411,039 | RevenueAmt |
| Desc | AURORA UNIVERSITY PROVIDES POST-SECONDARY EDUCATION AND RELATED ACTIVITIES AND SUPPORT SERVICES TO 4,517 UNDERGRADUATE STUDENTS AND 2,597 GRADUATE STUDENTS ON ITS THREE LOCATIONS IN AURORA, ILLINOIS WILLIAMS BAY, WISCONSIN AND WOODSTOCK, ILLINOIS, AS WELL AS ON-LINE AND VARIOUS OTHER LOCATIONS. DURING THE YEAR, AU GRADUATED 1,156 STUDENTS WITH BACHELOR OF ARTS AND BACHELOR OF SCIENCE DEGREES, AND 1,025 STUDENTS WITH GRADUATE DEGREES INCLUDING EDUCATION, SOCIAL WORK, AND BUSINESS. AS PART OF ITS MISSION, THE UNIVERSITY OFFERS CULTURAL AND EDUCATIONAL OPPORTUNITIES TO ITS STUDENTS, FACULTY, STAFF AND THE NEIGHBORING COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,391,468 | ExpenseAmt |
| Revenue | $8,347,998 | RevenueAmt |
| Desc | AURORA UNIVERSITY HAS RESIDENCE HALL CAPACITY OF 639 BEDS ON ITS AURORA CAMPUS, AS WELL AS, OFFERING HOUSING SERVICES FOR ITS GRADUATE AND UNDERGRADUATE STUDENTS ON ITS WISCONSIN CAMPUS. FOOD SERVICE FOR STUDENTS AND STAFF IS PROVIDED AT THREE LOCATIONS ON THE AURORA CAMPUS AND A DINING HALL ON THE WISCONSIN CAMPUS. ADDITIONALLY, A BOOKSTORE ON THE AURORA CAMPUS SELLS TEXTBOOKS, SUPPLIES AND MISCELLANEOUS CONVENIENCE ITEMS TO STUDENTS, FACULTY AND STAFF. GEORGE WILLIAMS COLLEGE CAMPUS PROVIDES FOOD SERVICES, LODGING AND MEETING ROOMS FOR ALL INDIVIDUALS PARTICIPATING IN A CONFERENCE OR SEMINAR. THE PROGRAM ANNUALLY PROVIDES SERVICES TO VARIOUS SCHOOLS, CHURCHES, HUMAN SERVICE ORGANIZATIONS AND RETREAT/PROGRAM GROUPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $147,086,824 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | 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 | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | 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 | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8512 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1752 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | 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 | Yes (true) | 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 | false | 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 | SHARON MAXWELL | PersonNm |
| Phone | 6308445630 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 S GLADSTONE AVENUE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Rebecca L Sherrick | ||||||||
| President | 40.0 | 0.0 | Yes (X) | Yes (X) | $708,793 | $0 | $25,678 | |
| Donald Beebe | ||||||||
| Head Football Coach | 40.0 | 0.0 | $270,301 | $0 | $29,857 | Yes (X) | ||
| Lora L de Lacey thru 53122 | ||||||||
| Executive Vice President | 40.0 | 0.0 | $266,554 | $0 | $24,491 | Yes (X) | ||
| Sharon W Maxwell | ||||||||
| Treasurer/ sr vp finance | 40.0 | 0.0 | Yes (X) | $270,401 | $0 | $10,090 | ||
| Deborah Maue | ||||||||
| Senior Vice President for Enro | 40.0 | 0.0 | $230,903 | $0 | $28,956 | Yes (X) | ||
| Frank Buscherthru 103121 | ||||||||
| VP for Academic Affairs | 40.0 | 0.0 | $234,445 | $0 | $5,009 | Yes (X) | ||
| Thomas H Cross | ||||||||
| Executive Director, Institute | 40.0 | 0.0 | $205,634 | $0 | $9,185 | Yes (X) | ||
| Rebecca Flaminio | ||||||||
| Secretary/Exec Assistant | 40.0 | 0.0 | Yes (X) | $105,044 | $0 | $35,345 | ||
| JONATHAN BIRKEY | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW CANNON | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS CHOICE | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHAD A DE KING | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| AUSTIN DEMPSEY | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES B DOSS | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID EDLEMAN | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RONALD HEM | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| AMIR KIRKWOOD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN KONEN | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GERALD PALMER | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT PALMER | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HILARY RANTISI | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MYRON J RESNICK | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARYMARGARET SHARP-PUCCI | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ANN SHEETS | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN D SIMMS JR | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE P SIMMS | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN STADING | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID K STONE | ||||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS T STUHLEY | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ODIE WASHINGTON | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LINNEA WINDEL | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HILARY K BRENNAN | ||||||||
| Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN D AMMONS | ||||||||
| Vice- Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS J CRAFT | ||||||||
| Vice- Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISS JOHNS | ||||||||
| Vice- Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,292,075 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $168,611 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 67 | 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 |
|---|---|---|---|---|---|
| BOLDT CONSTRUCTION | |||||
| PO BOX 419 | APPLETON | WI | 54912 | CONSTRUCTION | $10,252,004 |
| WILEY EDUCATION SERVICES | |||||
| 1415 WEST 22ND ST | OAKBROOK | IL | 60523 | ONLINE CLASS MGMT | $7,470,984 |
| COMPASS GROUP USA | |||||
| 2400 YORKMOUNT ROAD | CHARLOTTE | NC | 28217 | FOOD SERVICE MGMT | $4,793,168 |
| SOUTHEAST SERVICE SSC | |||||
| 1225 E WEISGARBER | KNOXVILLE | TN | 37909 | FACILITIES SERVICE | $3,710,442 |
| CORDOGAN CLARK ASSOCIATES | |||||
| 960 RIDGEWAY AVENUE | AURORA | IL | 60506 | ENGINEERING/ARCHITEC | $1,249,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| Government Grants | $34,875,548 | GovernmentGrantsAmt |
| All Other Contributions | $5,409,841 | AllOtherContributionsAmt |
| Noncash Contributions | $1,442,506 | NoncashContributionsAmt |
| Total Contributions | $40,285,389 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| STUDENT TUITION & FEES | 611310 | $124,411,039 | $124,411,039 | |
| AUXILIARY REVENUE | 611310 | $7,451,282 | $7,436,271 | $15,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $131,862,321 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,356,498 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $14,330 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,342,168 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,334 | TotalRevenueColumnAmt |
| Exclusion | $1,334 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $115,963 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $115,963 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,963 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $557 | UnrelatedBusinessRevenueAmt |
| Exclusion | $115,406 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,508,712 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,670,760 | SecuritiesAmt |
| Other | $1,374,145 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,837,952 | SecuritiesAmt |
| Other | -$1,374,145 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,463,807 | TotalRevenueColumnAmt |
| Exclusion | $1,463,807 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $791,240 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $601,056 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $190,184 | TotalRevenueColumnAmt |
| Exclusion | $190,184 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| MUSIC BY THE LAKE | 711190 | $184,437 | $184,437 | |
| CONFERENCES | 531120 | $22,986 | $20,086 | $2,900 |
| MISCELLANEOUS | 900009 | $166,879 | $166,879 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $726,937 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $726,937 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,101,239 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,376,735 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $132,744,026 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $234,421 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,112,899 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
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 | $71,012,466 | TotalAmt |
| Program Services | $71,012,466 | 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 | $1,189,549 | TotalAmt |
| Management And General | $942,756 | ManagementAndGeneralAmt |
| Fundraising | $246,793 | 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 | $42,662,886 | TotalAmt |
| Program Services | $34,465,345 | ProgramServicesAmt |
| Management And General | $7,208,563 | ManagementAndGeneralAmt |
| Fundraising | $988,978 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,574,797 | TotalAmt |
| Program Services | $1,273,328 | ProgramServicesAmt |
| Management And General | $264,402 | ManagementAndGeneralAmt |
| Fundraising | $37,067 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,482,546 | TotalAmt |
| Program Services | $2,764,536 | ProgramServicesAmt |
| Management And General | $624,047 | ManagementAndGeneralAmt |
| Fundraising | $93,963 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,054,100 | TotalAmt |
| Program Services | $2,404,277 | ProgramServicesAmt |
| Management And General | $564,475 | ManagementAndGeneralAmt |
| Fundraising | $85,348 | 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 | $126,400 | TotalAmt |
| Management And General | $126,400 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,540 | TotalAmt |
| Management And General | $62,540 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,807 | TotalAmt |
| Management And General | $202,807 | ManagementAndGeneralAmt |
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 | $149,002 | TotalAmt |
| Management And General | $149,002 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,795,098 | TotalAmt |
| Program Services | $18,255,517 | ProgramServicesAmt |
| Management And General | $1,488,901 | ManagementAndGeneralAmt |
| Fundraising | $50,680 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,787 | TotalAmt |
| Program Services | $583,544 | ProgramServicesAmt |
| Management And General | $95,243 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,595,219 | TotalAmt |
| Program Services | $3,095,607 | ProgramServicesAmt |
| Management And General | $1,407,783 | ManagementAndGeneralAmt |
| Fundraising | $91,829 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,102,924 | TotalAmt |
| Program Services | $316,557 | ProgramServicesAmt |
| Management And General | $1,686,367 | ManagementAndGeneralAmt |
| Fundraising | $100,000 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,798,311 | TotalAmt |
| Program Services | $3,278,271 | ProgramServicesAmt |
| Management And General | $478,314 | ManagementAndGeneralAmt |
| Fundraising | $41,726 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,389 | TotalAmt |
| Program Services | $626,442 | ProgramServicesAmt |
| Management And General | $16,539 | ManagementAndGeneralAmt |
| Fundraising | $12,408 | 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 | $97,739 | TotalAmt |
| Program Services | $83,380 | ProgramServicesAmt |
| Management And General | $12,853 | ManagementAndGeneralAmt |
| Fundraising | $1,506 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,337 | TotalAmt |
| Management And General | $580,337 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,768,048 | TotalAmt |
| Program Services | $8,492,057 | ProgramServicesAmt |
| Management And General | $1,163,612 | ManagementAndGeneralAmt |
| Fundraising | $112,379 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,014,644 | TotalAmt |
| Program Services | $58,128 | ProgramServicesAmt |
| Management And General | $955,865 | ManagementAndGeneralAmt |
| Fundraising | $651 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $141,908 | $141,908 | ||
| DUES, MEMBERSHIPS, & SUBSCRIPT | $316,711 | $23,596 | $281,487 | $11,628 |
| ENTERTAINMENT | $73,138 | $42,140 | $30,763 | $235 |
| MISC | $65,119 | $65,119 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,200,465 | TotalAmt |
| Program Services | $147,086,824 | ProgramServicesAmt |
| Management And General | $18,238,450 | ManagementAndGeneralAmt |
| Fundraising | $1,875,191 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,065,483 | BOYAmt |
| EOY | $7,034,684 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,141,132 | BOYAmt |
| EOY | $9,970,855 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,691 | BOYAmt |
| EOY | $976,363 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,341,577 | BOYAmt |
| EOY | $2,741,514 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,067 | BOYAmt |
| EOY | $438,432 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,406,679 | BOYAmt |
| EOY | $2,847,723 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $290,465,013 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $118,009,861 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,136,043 | BOYAmt |
| EOY | $172,455,152 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,279,047 | BOYAmt |
| EOY | $40,924,014 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,791,224 | BOYAmt |
| EOY | $4,138,561 | 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 | $0 | BOYAmt |
| EOY | $1,249,726 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,910,943 | BOYAmt |
| EOY | $242,777,024 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,152,423 | BOYAmt |
| EOY | $15,950,410 | 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 | $4,836,268 | BOYAmt |
| EOY | $3,675,952 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,411,124 | BOYAmt |
| EOY | $48,438,968 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,371 | BOYAmt |
| EOY | $53,546 | 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 | $326,885 | BOYAmt |
| EOY | $737,976 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,175,837 | BOYAmt |
| EOY | $2,477,334 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,995,908 | BOYAmt |
| EOY | $71,334,186 | 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 | $122,837,964 | BOYAmt |
| EOY | $126,422,282 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,077,071 | BOYAmt |
| EOY | $45,020,556 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,915,035 | BOYAmt |
| EOY | $171,442,838 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,910,943 | BOYAmt |
| EOY | $242,777,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,176,270 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,808,818 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,160,351 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,324,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,119,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,824,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,367,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,285,389 | CurrentTaxYearAmt |
| Total | $138,921,985 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,324,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,119,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,824,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,367,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,285,389 | CurrentTaxYearAmt |
| Total | $138,921,985 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $138,921,985 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,252,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,526,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,226,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,921,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,473,795 | CurrentTaxYearAmt |
| Total | $7,400,531 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,456 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,991 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,599 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,779 | CurrentTaxYearAmt |
| Total | $559,508 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $146,882,024 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $610,872,305 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94581 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93974 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $202,807 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $202,807 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1G | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY HIRED TWO FIRMS TO RESEARCH AND CONTACT LEGISLATORS, STAFF AND OTHER GOVERNMENT OFFICIALS FOR POSSIBLE GRANT OPPORTUNITIES TO BENEFIT THE UNIVERSITY. MORE SPECIFICALLY FOR FY2022, THE UNIVERSITY UTILIZED THE SERVICES OF PROFESSIONAL LOBBYISTS TO SECURE STATE AND FEDERAL CAPITAL GRANTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,820,417 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,544,153 | BeginningYearBalanceAmt |
| Contributions | $1,453,037 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,788,463 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,134,008 | GrantsOrScholarshipsAmt |
| Other Expenditures | $549,239 | OtherExpendituresAmt |
| End Year Balance | $45,525,480 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,052,296 | BeginningYearBalanceAmt |
| Contributions | $2,266,579 | ContributionsAmt |
| Investment Earnings Or Losses | $10,751,263 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,040,948 | GrantsOrScholarshipsAmt |
| Other Expenditures | $485,037 | OtherExpendituresAmt |
| End Year Balance | $52,544,153 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,122,630 | BeginningYearBalanceAmt |
| Contributions | $387,855 | ContributionsAmt |
| Investment Earnings Or Losses | $972,620 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,019,110 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,411,699 | OtherExpendituresAmt |
| End Year Balance | $41,052,296 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,198,522 | BeginningYearBalanceAmt |
| Contributions | $284,359 | ContributionsAmt |
| Investment Earnings Or Losses | $2,073,450 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $967,103 | GrantsOrScholarshipsAmt |
| Other Expenditures | $466,598 | OtherExpendituresAmt |
| End Year Balance | $42,122,630 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,091,106 | BeginningYearBalanceAmt |
| Contributions | $531,316 | ContributionsAmt |
| Investment Earnings Or Losses | $3,033,813 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $923,420 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,534,293 | OtherExpendituresAmt |
| End Year Balance | $41,198,522 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29250 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17180 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $10,207,640 | OtherCostOrOtherBasisAmt |
| Book Value | $10,207,640 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $188,665,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,450,344 | DepreciationAmt |
| Book Value | $123,215,424 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $617,623 | OtherCostOrOtherBasisAmt |
| Depreciation | $352,830 | DepreciationAmt |
| Book Value | $264,793 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,873,189 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,708,304 | DepreciationAmt |
| Book Value | $15,164,884 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,100,793 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,498,382 | DepreciationAmt |
| Book Value | $23,602,411 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $172,455,152 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE PAYABLE | $1,465,962 |
| ASSET RETIREMENT OBLIGATION | $410,000 |
| RETIREMENT BENEFIT OBLIGATION | $331,551 |
| ANNUITIES PAYABLE | $269,821 |
| DEPOSITS | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,477,334 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $106,240,879 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,808,818 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,761,407 | OtherRevenueAmt |
| Revenue Not Reported | -$8,047,411 | RevenueNotReportedAmt |
| Revenue Subtotal | $114,288,290 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $149,002 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $61,939,443 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $62,088,445 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $176,376,735 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $105,713,076 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $601,056 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $601,056 | ExpensesNotReportedAmt |
| Expenses Subtotal | $105,112,020 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $149,002 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $61,939,443 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $62,088,445 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $167,200,465 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | 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. |
| SCHEDULE D, PART III, LINE 4 | Collections of Art - Descriptions of Collections 1. Collections held by the university include the Schingoethe collection of Native American materials and artifacts. Typically each year, the Schingoethe center hosts a variety of events and programs designed to help inform about many aspects of Native American cultures, both in historical and contemporary contexts. 2. The Jenks collection of Adventist material is the second largest collection of historic advent Christian books, murals, photographs, and other materials that are available for research. The Jenks Collection is managed within the Phillips library. |
| SCHEDULE D, PART IV, LINE 2B | EXPLANATION OF ESCROW AGREEMENT: AURORA UNIVERSITY HAS CUSTODIAL ACCOUNT LIABILITIES FOR THE VARIOUS STUDENT ORGANIZATIONS. |
| Schedule D, Part V, Line 4 | Intended Uses of Endowment Funds The endowment funds of the university provide scholarship, operational and facilities support to the university and its locations in Aurora, Illinois, Williams Bay, Wisconsin, and Woodstock, Illinois. Many of the funds are restricted to scholarship purposes, however a substantial amount of funds are board designated, or quasi-endowment funds providing strategic financial resources to the university. |
| Schedule D, Part XI, Line 2(D) | OTHER REVENUES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 ADJUSTMENT OF ANNUITIES: $(81,549) CHANGE IN FAIR VALUE OF INTEREST RATE SWAP: $2,028,873 CHANGE IN ASSET RETIREMENT OBLIGATION: $11,000 Change in value of Beneficial Interest in perpetual trust: $(797,973) COST OF GOODS SOLD FROM INVENTORY: $601,056 |
| Schedule D, Part XI, Line 4(B) | AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1 SCHOLARSHIPS: $42,648,044 Illinois MAP Grant Expense: $10,325,250 GOVERNMENT PELL GRANT EXPENSE: $8,966,149 |
| Schedule D, Part XII, Line 2(D) | OTHER EXPENSES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 COST OF GOODS SOLD FROM INVENTORY: $601,056 |
| Schedule D, Part XII, Line 4(B) | OTHER EXPENSES SCHOLARSHIPS AND AID: $42,648,044 GOVERNMENT GRANT EXPENSE: $19,291,399 |
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 | A STATEMENT INDICATING THE UNIVERSITY'S NONDISCRIMINATORY POLICY IS INCLUDED IN ALL BROCHURES, CATALOGS AND ANNOUNCEMENTS DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS, AND IS PRESENT ON THE UNIVERSITY'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6A | AURORA UNIVERSITY RECEIVED FINANCIAL AID FROM GOVERNMENTAL AGENCIES WHICH INCLUDE THE DEPARTMENT OF EDUCATION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $250,046 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $250,046 | SubtotalSpentAmt |
| Total Spent | $250,046 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | METHOD USED TO ACCOUNT FOR EXPENDITURES ON ORGANIZATIONS FINANCIAL STATEMENTS CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships | 4351 | $63,963,756 |
| HEERF Emergency Grants | 7021 | $6,958,000 |
| Illinois Nurse Educator Grants | 1 | $10,000 |
| Illinois State Board of Education Residency Grant | 1 | $13,000 |
| University Emergency Fund | 4 | $8,280 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Procedures for monitoring use of grant funds: The financial aid office closely monitors any changes in the status of financial award recipients that would result in a corresponding change in the amount of aid awarded. Any such changes are automatically detected and reported by a series of special reports that are run on a regular basis. Moreover, the office of student accounts ensures that the charges to which the financial aid awards are applied are consistent with the intended use of the awards. | 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| Rebecca L Sherrick | ||||||
| President | $591,239 | $75,000 | $42,554 | $18,000 | $7,678 | $734,471 |
| Donald Beebe | ||||||
| Head Football Coach | $268,624 | $1,677 | $10,225 | $19,632 | $300,158 | |
| Lora L de Lacey thru 53122 | ||||||
| Executive Vice President | $258,758 | $5,000 | $2,796 | $10,543 | $13,948 | $291,045 |
| Sharon W Maxwell | ||||||
| Treasurer/ sr vp finance | $249,504 | $20,000 | $897 | $10,000 | $90 | $280,491 |
| Frank Buscherthru 103121 | ||||||
| VP for Academic Affairs | $233,336 | $1,109 | $2,500 | $2,509 | $239,454 | |
| Deborah Maue | ||||||
| Senior Vice President for Enro | $224,337 | $5,000 | $1,566 | $9,833 | $19,123 | $259,859 |
| Thomas H Cross | ||||||
| Executive Director, Institute | $203,606 | $2,028 | $8,608 | $577 | $214,819 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | THE TOTAL PRESIDENTIAL COMPENSATION PACKAGE INCLUDES A HOUSING ALLOWANCE. THE HOUSING ALLOWANCE IS TREATED AS TAXABLE COMPENSATION. |
| SCHEDULE J, PART I, LINE 7 | CERTAIN EMPLOYEES RECEIVED DISCRETIONARY MERIT BONUSES BASED ON THEIR PERFORMANCE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF AURORA KANE DUPAGE WILL AND KENDALL CO | ||||||||
| A | 366005778 | 051648BG7 | 2019-12-12 | $26,245,000 | REFUND PRIOR 2004 BOND ISSUE & REF | false | false | false |
| CITY OF AURORA KANE DUPAGE WILL AND KENDALL CO | ||||||||
| B | 366005778 | 051648BJ1 | 2020-01-16 | $15,245,000 | TO FINANCE VARIOUS CAPITAL EXPENDI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $26,245,000 | $0 | $0 | $0 | $426,649 | $0 | $0 | $0 | $25,818,351 | $0 | 2019 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $0 | $15,245,000 | $0 | $0 | $0 | $242,970 | $0 | $0 | $15,002,030 | $0 | $0 | 2022 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BMO CAPITAL MARKETS | |||||||||||||
| A | false | Yes (true) | false | false | Yes (true) | Yes (true) | 6. | false | false | false | 0 | false | Yes (true) |
| BMO CAPITAL MARKETS | |||||||||||||
| B | false | Yes (true) | false | false | Yes (true) | Yes (true) | 6. | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NA | PersonNm |
| Relationship With Org | N/A | RelationshipWithOrgTxt |
| Cash Grant | $52,800 | CashGrantAmt |
| Type Of Assistance | employee tuition remission | TypeOfAssistanceTxt |
| Assistance Purpose | tuition assistance | AssistancePurposeTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part III | FormAndLineReferenceDesc |
| Explanation | COLLEGES, UNIVERSITIES, AND PRIMARY AND SECONDARY SCHOOLS ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY PROVIDED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE. PURSUANT TO THE IRS INSTRUCTIONS TO FORM 990, SCHEDULE L, PART III, COLUMNS (A) AND (B) HAVE BEEN LEFT BLANK. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,442,506 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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, PART I, LINE 9, COLUMN B | FormAndLineReferenceDesc |
| Explanation | EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS: SECURITIES - PUBLICLY TRADED - THE NUMBER OF CONTRIBUTORS IS BEING REPORTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 1A | PURSUANT TO ARTICLE V, SECTION 3 OF THE BYLAWS, THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR DISCHARGING ANY AND ALL OF THE POWERS OF THE BOARD OF TRUSTEES AS PERMITTED BY LAW WHEN THE FULL BODY IS NOT IN SESSION. IN ADDITION, THE COMMITTEE SHALL OVERSEE THE DEVELOPMENT AND THE IMPLEMENTATION OF THE INSTITUTION'S STRATEGIC AND OPERATING PLANS. THE CHAIR OF THE BOARD OF TRUSTEES SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE COMMITTEE SHALL MEET A MINIMUM OF TWO TIMES ANNUALLY AND SHALL SUBMIT REGULAR REPORTS TO THE BOARD OF TRUSTEES. SPECIAL MEETINGS MAY BE CALLED BY THE CHAIR, THE PRESIDENT OR AT LEAST THREE MEMBERS OF THE COMMITTEE. ALL MEMBERS OF THE BOARD OF TRUSTEES SHALL RECEIVE NOTIFICATIONS REGARDING MEETINGS OF THE EXECUTIVE COMMITTEE AND ARE WELCOME UPON INVITATION TO PARTICIPATE IN SUCH SESSIONS. THE MEMBERS OF THE EXECUTIVE COMMITTEE, IN ADDITION TO THE CHAIR AND THE PRESIDENT OF THE UNIVERSITY, SHALL BE THE VICE CHAIR(S) OF THE BOARD, THE IMMEDIATE PAST CHAIR OF THE BOARD (OR THE MOST IMMEDIATE PAST CHAIR ELIGIBLE TO SIT ON THE COMMITTEE), THE CHAIRS OF THE STANDING COMMITTEES AND ONE OR MORE AT-LARGE TRUSTEE MEMBERS APPOINTED BY THE CHAIR OF THE BOARD OF TRUSTEES AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN D. SIMMS, JR. (TRUSTEE) AND MICHELLE P. SIMMS (TRUSTEE) - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | AUDIT COMMITTEE MEMBERS AND THE CHAIRS OF THE TRUSTEE AND COMPENSATION COMMITTEES, AND CHAIRMAN OF THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR REVIEWING THE DRAFT FORM 990 PRIOR TO FILING. THE DRAFT FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SECRETARY OF THE BOARD OF TRUSTEES IS CHARGED WITH CONTACTING ALL BOARD MEMBERS TO COMPLETE THE ANNUAL CONFLICT OF INTEREST FORM. FOLLOW-UP REQUESTS ARE MADE UNTIL THE FORM HAS BEEN COMPLETED. FOR STAFF, THE VICE PRESIDENT FOR FINANCE SENDS A REQUEST TO ALL STAFF WHO ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST FORM. FOLLOW-UP REQUESTS ARE MADE UNTIL THE FROM HAS BEEN COMPLETED. THE CHAIR OF THE TRUSTEE COMMITTEE REVIEWS ALL CONFLICT OF INTEREST STATEMENTS SUBMITTED BY ALL TRUSTEES. IF CONFLICTS REQUIRE ADDITIONAL REVIEW, THE UNIVERSITY BY-LAWS PROVIDES FOR A SPECIAL COMMITTEE TO BE FORMED TO ADDRESS SUCH CONFLICTS. IN ADDITION, CONFLICTS OF INTEREST DISCUSSION IS ON ALL MEETING AGENDAS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE PRESIDENT'S COMPENSATION ON AN ANNUAL BASIS. COMPARABLE MARKET DATA IS USED BY THE HUMAN RESOURCE DEPARTMENT AND PRESIDENT WHEN EVALUATING AN INDIVIDUAL'S COMPENSATION AND CHANGES TO COMPENSATION ARE DOCUMENTED IN DETAIL IN THE EMPLOYEE'S RECORD. CHANGES IN COMPENSATION ARE APPROVED BY THE PRESIDENT, AS WELL AS THROUGH THE BOARD OF TRUSTEES THROUGH THE ANNUAL BUDGET PROCESS. |
| FORM 990, PART VI, LINE 15B | COMPENSATION FOR OFFICERS AND KEY EMPLOYEES, WHEN APPLICABLE, OF THE UNIVERSITY IS REVIEWED ON AN ANNUAL BASIS. COMPARABLE MARKET DATA IS USED BY THE HUMAN RESOURCE DEPARTMENT AND PRESIDENT WHEN EVALUATING AN INDIVIDUAL'S COMPENSATION AND CHANGES TO COMPENSATION ARE DOCUMENTED IN DETAIL IN THE EMPLOYEE'S RECORD. CHANGES IN COMPENSATION ARE APPROVED BY THE PRESIDENT, AS WELL AS THROUGH THE BOARD OF TRUSTEES THROUGH THE ANNUAL BUDGETARY PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES ADJUSTMENT OF ANNUITIES: $(81,549) CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST: -$797,973 CHANGE IN FAIR VALUE OF INTEREST RATE SWAP: $2,028,873 CHANGE IN ASSET RETIREMENT OBLIGATION: $11,000 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:ONLINE CLASS MGMT/INFO TECH TOTAL FEES:7505906 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:FOOD SERVICE TOTAL FEES:3880305 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:FACILITIES MAINTENANCE TOTAL FEES:3648437 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:DEBT SERVICE TOTAL FEES:401959 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OFFICIATING TOTAL FEES:100698 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PERFORMANCE HONORIARIA TOTAL FEES:207375 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER TOTAL FEES:4050418 |