2023-05-15T14:50:33-05:00 2022-06-30 341897225 HILL BARTH & KING LLC 3838 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 34103 990 2021-07-01 030482006 AVE MARIA UNIVERSITY INC AVEM 2392802500 5050 AVE MARIA BLVD AVE MARIA FL 34142 EUGENE MUNIN VP FINANCE/CFO 2392802500 2023-05-15 1 EUGENE MUNIN 999009999 DARBY BEAVERSON P01262805 2392632111 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z EUGENE MUNIN 5050 AVE MARIA BLVD AVE MARIA FL 34142 98803731 0 X WWW.AVEMARIA.EDU X 2002 FL UNIVERSITY EDUCATION GROUNDED IN THE TRADITIONS AND FAITH OF THE ROMAN CATHOLIC CHURCH 22 19 848 30 0 0 23982065 30783104 37515816 46136077 -548707 -1256463 795993 -128801 61745167 75533917 16996687 20358224 0 0 16331289 19480986 0 0 3073258 21547645 26698670 54875621 66537880 6869546 8996037 234976166 242009071 59297967 60540370 175678199 181468701 X FOUNDED IN FIDELITY TO CHRIST AND HIS CHURCH IN RESPONSE TO THE CALL OF VATICAN II FOR GREATER LAY WITNESS IN CONTEMPORARY SOCIETY, AVE MARIA UNIVERSITY EXISTS TO FURTHER TEACHING, RESEARCH, AND LEARNING AT THE UNDERGRADUATE AND GRADUATE LEVELS IN THE ABIDING TRADITION OF CATHOLIC THOUGHT IN BOTH NATIONAL AND INTERNATIONAL SETTINGS. THE UNIVERSITY TAKES AS ITS MISSION THE SPONSORSHIP OF A LIBERAL ARTS EDUCATION CURRICULUM DEDICATED, AS ARTICULATED IN THE APOSTOLIC CONSTITUTION EX CORDE ECCLESIAE, TO THE ADVANCEMENT OF HUMAN CULTURE, THE PROMOTION OF DIALOGUE BETWEEN FAITH AND REASON, THE FORMATION OF MEN AND WOMEN IN THE INTELLECTUAL AND MORAL VIRTUES OF THE CATHOLIC FAITH, AND TO THE DEVELOPMENT OF PROFESSIONAL AND PRE-PROFESSIONAL PROGRAMS IN RESPONSE TO LOCAL AND SOCIETAL NEEDS. 0 0 56713754 20358224 45481006 OPERATING A UNIVERSITY DEDICATED TO INSTRUCTING AND TRAINING INDIVIDUALS TOWARDS A BACCALAUREATE, MASTERS OR DOCTORATE DEGREE. 1,243 STUDENTS WERE SEEKING DEGREES AT AMU DURING THE FALL 2021-2022 SCHOOL YEAR. 56713754 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 72 0 848 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 19 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 AK KS NH OR KY LA MA MD MO WA X X EUGENE MUNIN 2392801674 5050 AVE MARIA BLVD AVE MARIA FL 34142 ANNE HENDERSHOTT TRUSTEE 2.00 X 0 0 0 ANTHONY D'AGOSTINO TRUSTEE 2.00 X 0 0 0 BARBARA B HENKELS TRUSTEE EMERITUS 2.00 X 0 0 0 BERNADETTE LUCA TRUSTEE 2.00 X 0 0 0 BISHOP FRANK J DEWANE TRUSTEE, EX OFFICIO 2.00 X 0 0 0 CHRISTOPHER G FAHEY TRUSTEE 2.00 X 0 0 0 CHRISTOPHER P ICE TRUSTEE/AMU PRESIDENT (THRU 7/2/21) 40.00 X X 435570 0 0 DANIEL N MEZZALINGUA TRUSTEE EMERITUS 2.00 X 0 0 0 DEACON JOHN JARVIS TRUSTEE 2.00 X 0 0 0 DEACON STEVEN MARCUS TRUSTEE 2.00 X 0 0 0 DENZIL SAMUELS TRUSTEE 2.00 X 0 0 0 DONNA M BRADT TRUSTEE 2.00 X 0 0 0 EUGENE MUNIN VP FINANCE/CFO 40.00 1.00 X X 178414 0 0 GLORY L SULLIVAN TRUSTEE EMERITUS 2.00 X 0 0 0 GREG DOLAN TRUSTEE 2.00 X 0 0 0 JOHN V TIPPMANN SR TRUSTEE EMERITUS 2.00 X X 0 0 0 JOSEPH C CANIZARO TRUSTEE EMERITUS 2.00 X 0 0 0 KEVIN C RHOADES TRUSTEE 2.00 X 0 0 0 LOUIS ARGENTA DR TRUSTEE 2.00 X 0 0 0 MARY L DEMETREE TRUSTEE 2.00 X 0 0 0 MICHAEL KANE TRUSTEE 2.00 X 0 0 0 MICHAEL SCHWARTZ TRUSTEE 2.00 X 0 0 0 PATRICK T RAINEY TRUSTEE/CHAIRMAN 10.00 X X 0 0 0 PAUL R RONEY TRUSTEE 2.00 X 0 0 0 TERRENCE O'DAY TRUSTEE 2.00 X 0 0 0 THOMAS P PRINCE TRUSTEE 2.00 X 0 0 0 THOMAS S MONAGHAN TRUSTEE/CHANCELLOR 5.00 X X 0 0 0 TIMOTHY PATTON TRUSTEE 2.00 X 0 0 0 WALTER KNYSZ JR DDS TRUSTEE 2.00 X 0 0 0 MARK MIDDENDORF PRESIDENT 40.00 X X 0 0 0 BISHOP STEPHEN PARKES TRUSTEE 2.00 X 0 0 0 SR JOHN DOMINIC TRUSTEE 2.00 X 0 0 0 MICHAEL TIMMIS TRUSTEE EMERITUS 2.00 X 0 0 0 BRENT JOHNSON VP ENROLLMENT 40.00 X 126922 0 0 JOSEPH P PATTERSON ATHLETIC DIRECTOR 40.00 X 139513 0 0 KEVIN G MURPHY VP MARKETING 40.00 X 148038 0 0 KIMBERLY M KING VP STUDENT AFFAIRS 40.00 X 140667 0 0 RATCHAPOL DEJTHAI VP IT/CIO 40.00 X 185863 0 0 ROGER NUTT VP ACADEMIC AFFAIRS 40.00 X 234604 0 0 TIMOTHY J DOCKERY VP ADVANCEMENT 40.00 X 182751 0 0 GABRIEL X MARTINEZ BUSINESS INST. ASSOC. PROF 40.00 X 153303 0 0 PATRICK J O'CONNELL PRINCIPAL GIFT OFFICER 40.00 X 164250 0 0 PETER S WHALEN ASSOC PROF MKTG & ENTREPRE 40.00 X 155506 0 0 MICHAEL A DAUPHINAIS ASSOC. THEOLOGY PROFESSOR 40.00 X 143260 0 0 MICHAEL MARSALLI PROFESSOR 40.00 X 126799 0 0 SEANA C SUGRUE POLITICAL SCIENCE PROFESSO 40.00 X 119849 0 0 STEVEN A LONG PROFESSOR 40.00 X 119826 0 0 TRAVIS R CUTRIGHT PROFESSOR 40.00 X 125859 0 0 2880994 0 0 28 0 1 0 COLEMAN YOVANOVICH & KOESTER PA 4001 TAMIAMI TRAIL N STE 300 NAPLES FL 34103 LEGAL AND LITIGATION SERVICES 162953 L'ETOLLE DEVELOPMENT SERVICES LLC 3372 RED ASH CIRCLE OVIEDO FL 32766 NONPROFIT CONSULTING 155505 HILL BARTH & KING LLC 3838 TAMIAMI TRAIL NORTH NAPLES FL 34103 AUDIT, TAX, AND CONSULTING SERVICES 149000 GARY M NEMETH 498 NW 1ST ST BOCA RATON FL 33432 CIVIL ENGINEERING SERVICES 100556 4 146257 6595784 2344439 21696624 1828165 30783104 TUITION AND FEES 611710 31348254 31348254 FACULTY AND STUDENT HOUSING 531110 13447913 13447913 MISCELLANEOUS PROGRAM REVENUE 611710 1339910 1339910 46136077 483238 483238 53376 53376 319745 0 319745 319745 319745 20430609 788673 22261216 697767 -1830607 90906 -1739701 -1739701 110775 146257 109166 1609 1609 353205 201665 151540 151540 CHANGE IN SPLIT INT AGREEMENT 611710 -655071 -655071 -655071 75533917 45481006 0 -730193 20358224 20358224 2341962 1883116 317654 141192 14081006 11322208 1909884 848914 1793602 1442194 243275 108133 1264416 1016687 171500 76229 690641 242846 327445 120350 153584 125220 17434 10930 627627 220689 297569 109369 318433 263145 33411 21877 1821959 1505620 191168 125171 918401 758943 96363 63095 4446350 3674349 466531 305470 654041 540483 68625 44933 130698 108006 13713 8979 3293593 2437259 658718 197616 5322685 3938788 1064536 319361 947411 782916 99407 65088 STUDENT ACTIVITIES 3512589 2902713 368557 241319 BAD DEBT EXPENSE 1121611 926870 117685 77056 MEALS 675553 558260 70882 46411 LIBRARY AND ACADEMIC SU 588112 486001 61707 40404 1475382 1219217 154804 101361 66537880 56713754 6750868 3073258 28924914 22689902 935685 581050 691287 1469145 324977 324977 78807 87520 585620 277898 244167032 65229416 179139206 178937616 21198289 34936419 3097381 2704544 234976166 242009071 2760337 5504222 55190000 53830000 234623 160715 1113007 1045433 59297967 60540370 X 142787887 144339066 32890312 37129635 175678199 181468701 234976166 242009071 8996037 -3205535 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 8662372 569682 -396543 153160 8682351 6523539 697683 1624359 183209 8662372 6094420 506913 50972 128766 6523539 5718670 172466 401817 198533 6094420 5231058 126500 511623 150511 5718670 0.81474 0.18526 0 0 10104388 10104388 206200935 44110976 162089959 14745 4792 9953 13265456 10922601 2342855 14581508 10191047 4390461 178937616 GIFT ANNUITIES PAYABLE 1045433 1045433 48266996 -3205535 2892622 -312913 48579909 26954008 26954008 75533917 46744703 565047 565047 46179656 20358224 20358224 66537880 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO USE ANNUAL INVESTMENT INCOME TO SUPPORT SCHOLARSHIPS AND PROGRAMS ACCORDING TO THE FUND'S DESIGNATED PURPOSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD FUNDRAISING EVENTS EXPENSES RELATED PARTY INVESTMENT INCOME PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES RELATED PARTY GRANT REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES COST OF GOODS SOLD RELATED PARTY INVESTMENT EXPENSE PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES PART III, LINE 4: THE UNIVERSITY HAS ASSEMBLED A COLLECTION OF RARE AND HISTORICAL RELIGIOUS AND PHILOSOPHICAL BOOKS AND MANUSCRIPTS WHICH ARE USED FOR SCHOLARLY RESEARCH BY BOTH UNDERGRADUATE AND GRADUATE STUDENTS. THESE COLLECTIONS ARE ALSO MADE AVAILABLE TO VISITING SCHOLARS AND RESEARCHERS. IN ADDITION TO ITS BOOKS AND MANUSCRIPT COLLECTION, THE UNIVERSITY ALSO OWNS A SMALL COLLECTION OF RELIGIOUS ART AND ARTIFACTS THAT ARE ON PUBLIC DISPLAY AND ARE USED TO FURTHER ITS MISSION AS A UNIVERSITY IN THE CATHOLIC TRADITION, BRINGING SOCIAL AND SPIRITUAL BENEFITS TO ITS STUDENTS AND STAFF. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THESE POLICIES ARE PUBLISHED IN CATALOGS DESCRIBING THE INSTITUTIONS COURSE OFFERINGS AND EMPLOYMENT ADVERTISEMENTS. SCHOLARSHIP DINNER 181390 111640 69750 92360 GOLF TOURNAMENT 46546 21871 24675 168 2 29096 12746 16350 16638 257032 146257 110775 109166 109166 1609 1 GENERAL SCHOLARSHIP GRANTS ARE AWARDED TO QUALIFIED STUDENTS ATTENDING AVE MARIA UNIVERSITY. 1243 20358224 FMV AS SEMESTER CLASSES BEGIN PART I, LINE 2: THE OFFICE OF FINANCIAL AID DETERMINES A STUDENT'S ELIGIBILITY BASED ON THE FAMILY'S FINANCIAL STRENGTH, WHICH INCLUDES CONSIDERATION OF FAMILY INCOME AND ASSETS, NUMBER OF CHILDREN IN COLLEGE AND, IF APPROPRIATE, SPECIAL CIRCUMSTANCES. FINANCIAL AID WILL BE REVOKED WITHOUT ADEQUATE PROGRESS. X X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER P ICE TRUSTEE/AMU PRESIDENT (THRU 7/2/21) 413939 0 0 0 21631 0 0 0 0 0 435570 0 0 0 ROGER NUTT VP ACADEMIC AFFAIRS 233643 0 0 0 961 0 0 0 0 0 234604 0 0 0 RATCHAPOL DEJTHAI VP IT/CIO 157661 0 0 0 28202 0 0 0 0 0 185863 0 0 0 TIMOTHY J DOCKERY VP ADVANCEMENT 165060 0 0 0 17691 0 0 0 0 0 182751 0 0 0 EUGENE MUNIN VP FINANCE/CFO 177380 0 0 0 1034 0 0 0 0 0 178414 0 0 0 PATRICK J O'CONNELL PRINCIPAL GIFT OFFICER 156167 0 0 0 8083 0 0 0 0 0 164250 0 0 0 PETER S WHALEN ASSOC PROF MKTG & ENTREPRE 132665 0 0 0 22841 0 0 0 0 0 155506 0 0 0 GABRIEL X MARTINEZ BUSINESS INST. ASSOC. PROF 131879 0 0 0 21424 0 0 0 0 0 153303 0 0 0 A COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAL0 2013-07-11 8105000 REFUND OF PRIOR BOND ISSUE 0 0 0 B COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAE6 2013-07-11 8215000 REFUND OF PRIOR BOND ISSUE 0 0 0 C COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAM8 2013-07-11 5230000 REFUND OF PRIOR BOND ISSUE 0 0 0 D COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAF3 2013-07-11 5500000 REFUND OF PRIOR BOND ISSUE 0 0 0 A 6685000 1 0 1 1 B 1 0 1 1 C 1 0 1 1 D 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 C 1 0 0 0 0 0 D 1 0 0 0 0 0 A 0 B 0 C 0 D 0 A COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAG1 2013-07-11 14290000 REFUND OF PRIOR BOND ISSUE 0 0 0 B COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TAN6 2013-07-11 19175000 REFUND OF PRIOR BOND ISSUE 0 0 0 A 1 0 1 1 B 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 A 0 B 0 AVE MARIA DEVELOPMENT THOMAS S. MONAGHAN IS AN OFFICER AND TRUSTEE OF AMU AND A 50% OWNER OF AMD 74818 AMU MAKES PAYMENTS TO AMD FOR RENTED SPACE FOR THE CAMPUS STORE AND ENROLLMENT CENTER. 0 X 24 1828165 FMV AT TIME OF GIFT 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD BYLAWS ALLOW THE BOARD TO CONFER "TRUSTEE EMERITUS" STATUS ON ANY BOARD MEMBER WHO HAS SERVED FOR 8 YEARS AND HAS REACHED THE AGE OF 65. THEY ARE ALLOWED TO ATTEND MEETINGS AND PARTICIPATE IN DISCUSSIONS BUT NOT VOTE. FORM 990, PART VI, SECTION A, LINE 8B SOME, BUT NOT ALL COMMITTEES OF THE BOARD TAKE AND RETAIN MINUTES. HOWEVER, NOTES ARE TAKEN FOR THE PLENARY MEETINGS OF THE BOARD AND ALL MOTIONS AND PASSED RESOLUTIONS ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE CFO OF THE UNIVERSITY REVIEWS THE FORM 990 PRIOR TO SIGNING. THE RETURN IS ALSO MADE AVAILABLE TO ANY BOARD MEMBER, IF THEY REQUEST IT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE DIRECTED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED WHERE THE RESPONSIBLE PERSON BELIEVES THERE COULD BE AN ACTUAL OR APPARENT CONFLICT OF INTEREST. RESPONSIBLE PERSON SHALL SUPPLEMENT THE STATEMENT WHENEVER NECESSARY TO KEEP THE ORGANIZATION INFORMED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES REVIEWED AND APPROVED THE COMPENSATION AND DECISION MAKING PROCESS WHEN DETERMINING THE COMPENSATION FOR ITS PRESIDENT. THE SALARY WAS COMPARED TO OTHER PRESIDENTS OF PEER UNIVERSITIES USING THE CHRONICLE FOR HIGHER EDUCATION DATABASE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRED TO BE AVAILABLE TO THE PUBLIC MAY BE REVIEWED DURING NORMAL WORKING HOURS AT THE AVE MARIA UNIVERSITY ADMINISTRATIVE OFFICE IN AVE MARIA FLORIDA BY APPOINTMENT. AVE MARIA COLLEGE 5050 AVE MARIA BLVD AVE MARIA FL 34142 383415373 AVE MARIA COLLEGE CEASED OPERATIONS 6/30/07 AND MOVED TO AVE MARIA, FL MI 501(C)(3) SEC 170(B)(1)(A) AMU OWNS 100 OF AMC STOCK 0 AVE MARIA UNIVERSITY LAND TRUST 5050 AVE MARIA BLVD AVE MARIA FL 34142 200154974 SUPPORTING ORGANIZATION TO AVE MARIA UNIVERSITY FL 501(C)(3) 509(A)(3) 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 AVE MARIA UNIVERSITY LAND TRUST INC C 6595784 FMV AVE MARIA UNIVERSITY LAND TRUST INC L 254216 FMV