2023-05-15T09:16:06-05:00 2022-06-30 FORVIS LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2021-07-01 440617326 AVILA UNIVERSITY % TONYA MOURNING AVIL 8169428400 11901 WORNALL ROAD KANSAS CITY MO 64145 TIMOTHY KLOCKO CFO 8169428400 2023-11-15 true TONYA MOURNING XXX-XX-XXXX Michael J Engle P00482834 8162216300 2023-05-15 2 2021 2023-04-26 12:10:37Z james burkee 11901 WORNALL ROAD KANSAS CITY MO 64145 44439552 false X WWW.AVILA.EDU X 1916 MO AVILA UNIVERSITY IS A VALUES-BASED COMMUNITY OF LEARNING PROVIDING EDUCATION TO PREPARE STUDENTS FOR RESPONSIBLE LIFELONG CONTRIBUTIONS TO THE GLOBAL COMMUNITY. 28 28 705 200 157087 2279 8819254 10581235 25333513 25817325 4642531 1182966 538762 3120357 39334060 40701883 6769520 9876751 0 0 14458339 16054585 0 0 1000845 12441327 12013203 33669186 37944539 5664874 2757344 58447950 57473221 24128642 24003786 34319308 33469435 X SEE SCHEDULE O false false 31994019 9876751 25846762 AVILA IS A CATHOLIC UNIVERSITY FOUNDED AND INSPIRED BY THE CHARISM OF THE SISTERS OF SAINT JOSEPH OF CARONDELET. IT OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS, ACCREDITED BY THE HIGHER LEARNING COMMISSION AS WELL AS SEVERAL SPECIALIZED ACCREDITATION BODIES. IT IS A VALUES-BASED EDUCATIONAL COMMUNITY THAT PREPARES LIFELONG LEARNERS TO MAKE MEANINGFUL CONTRIBUTIONS TO THE WORLD. 31994019 true true false false false false false false false true true false false false true false true false true false false false false false true false false false true true true false false false false false false false false false false true false false false false false false false false true 1949 0 true 705 true true true false false false false true true false false false false false false X 28 28 false false true false false true false true true false false true true true true true true true false false MO X TONYA MOURNING 8165012487 11901 WORNALL ROAD KANSAS CITY MO 64145 X MR RONALD SLEPITZA PRESIDENT 40.0 0.0 X 289227 0 35774 MR TIM KLOCKO VP FIN AND ADMIN 40.0 0.0 X 187770 0 29461 MS ALEXANDRA ADAMS VP ENROLLMENT SERVICES 40.0 0.0 X 172647 0 30888 MS SUE KING WILLCOX PROVOST AND VP ACADEMIC AFFAIR 40.0 0.0 X 188697 0 6498 MR ANDY JETT FACULTY 40.0 0.0 X 124592 0 19784 MS MAGGIE MOHRFELD VP ADVANCEMENT 40.0 0.0 X 123803 0 15051 MR BRIAN BUCKLER FACULTY 40.0 0.0 X 100836 0 8601 MR J ROBERT HARDIN TRUSTEE 1.0 0.0 X 0 0 0 MR KEN HAGER TRUSTEE 1.0 0.0 X 0 0 0 MR THOMAS BURNS TRUSTEE 1.0 0.0 X 0 0 0 MR GARY SMITH TRUSTEE 1.0 0.0 X 0 0 0 SR SHAWN MADIGAN CSJ TRUSTEE 1.0 0.0 X 0 0 0 MR DAVID D KERR TRUSTEE/CHAIR 1.0 0.0 X X 0 0 0 SR JEANNE JANSSEN TRUSTEE 1.0 0.0 X 0 0 0 MR VERCIE LARK TRUSTEE 1.0 0.0 X 0 0 0 MS KATHLEEN THOMPSON BROWN TRUSTEE 1.0 0.0 X 0 0 0 MR RICK WELLER TRUSTEE/VICE CHAIR/TREASURER 1.0 0.0 X X 0 0 0 SR MARY FRANCES JOHNSON CSJ TRUSTEE 1.0 0.0 X 0 0 0 MS CHRISTINE OJILE TRUSTEE 1.0 0.0 X 0 0 0 MS LISA SACKUVICH TRUSTEE 1.0 0.0 X 0 0 0 SR MARY MARGARET LAZIO TRUSTEE 1.0 0.0 X 0 0 0 MR JOSEPH T FAHEY TRUSTEE 1.0 0.0 X 0 0 0 MR GREGORY M KRATOFIL JR TRUSTEE 1.0 0.0 X 0 0 0 MS ELLEN MARTIN TRUSTEE/SECRETARY 1.0 0.0 X X 0 0 0 SR MARIE JOAN HARRISCSJPHD TRUSTEE 1.0 0.0 X 0 0 0 MR IBRAHEEM BADEJO TRUSTEE 1.0 0.0 X 0 0 0 MR MICHAEL VAN DYKE TRUSTEE 1.0 0.0 X 0 0 0 MR PHILLIP SMITH TRUSTEE 1.0 0.0 X 0 0 0 MS PATRICIA LYON TRUSTEE 1.0 0.0 X 0 0 0 SR HELEN FLEMINGTON TRUSTEE 1.0 0.0 X 0 0 0 MR TIMOTHY O'BRIEN TRUSTEE 1.0 0.0 X 0 0 0 MR THEODORE BROOKS TRUSTEE 1.0 0.0 X 0 0 0 MR BILL CONWAY TRUSTEE 1.0 0.0 X 0 0 0 MS AGGIE COOPER TRUSTEE 1.0 0.0 X 0 0 0 MR STUART LINDEMAN TRUSTEE 1.0 0.0 X 0 0 0 1187572 0 146057 7 false true false GREAT WESTERN DINING SERVICE INC PO BOX 699 TIPTON MO 65081 FOOD SERVICE 938213 NATIONAL MANAGEMENT RESOURCES CORP PO BOX 1224 LAGRANGE GA 30241 MAINTENANCE SERVICE 954075 HALE'S MECHANICAL 1420 NW VIVION RD STE 103 KANSAS CITY MO 64118 HVAC SERVICE 362934 EAB GLOBAL INC 2445 M STREET NW WASHINGTON DC 20037 ADVERTISING SERVICE 721163 AKADEMOS INC 200 CONNECTICUT AVE STE B NORWALK CT 06854 BOOK SERVICE 577514 10 1281375 5565354 3734506 22908 10581235 TUITION AND FEES 611600 22605803 22605803 RESIDENT HALL INCOME 611710 1452725 1295638 157087 FOOD SERVICE INCOME 611710 1028699 1028699 BOOK RENTAL 611710 730098 730098 25817325 271507 271507 0 0 29437 0 29437 0 29437 29437 4403100 3491641 911459 911459 911459 27625 1281375 113725 -86100 -86100 0 0 0 112034 132303 -20269 -20269 EMPLOYEE RETENTION CREDIT 900099 2985668 2985668 MISCELLANEOUS INCOME 900099 211621 211621 3197289 40701883 25689675 157087 4273886 0 9876751 9876751 0 0 599820 599820 0 12483185 10180141 1687732 615312 85663 67650 13924 4089 1980947 1631703 259975 89269 904970 714677 147096 43197 0 48874 48874 108122 108122 0 0 107906 107906 3037907 2626951 302441 108515 841164 59041 781166 957 1064883 845392 128914 90577 0 0 877711 825048 52663 440606 385138 44931 10537 0 50033 16736 24147 9150 882601 823467 52956 6178 0 2357006 2199086 141421 16499 514297 329664 181033 3600 CARES ACT 68638 68638 STUDENT ACCOMODATIONS 758066 758066 BAD DEBT EXPENSE 81323 81323 REPAIRS AND MAINTENANCE 364064 276511 87553 410002 228036 179001 2965 37944539 31994019 4949675 1000845 1917650 2075776 329202 254528 733417 1444539 1661897 3986642 0 0 0 0 0 0 62674 47849 313824 364733 70757504 37732255 34950118 33025249 18479168 16273905 0 0 0 0 0 0 0 0 58447950 57473221 1751402 1784553 0 0 769341 662987 13191389 13205254 0 0 0 0 7082541 7050899 1060373 1060373 273596 239720 24128642 24003786 X 14685549 14830405 19633759 18639030 34319308 33469435 58447950 57473221 2757344 -3607217 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18477375 309037 -2406686 107907 16271819 14340869 239076 3982971 85541 18477375 13134201 625929 654806 74067 14340869 12010021 319168 874970 69958 13134201 10520024 490851 1064197 65051 12010021 0.01400 0.85400 0.13200 false false 198124 198124 52437286 23851322 28585964 6358929 3765251 2593678 7500130 7019337 480793 4263035 3096345 1166690 33025249 0 STUDENT DEPOSITS 239720 239720 29411964 -3607217 16700 246028 -3344489 32756453 107906 7837524 7945430 40701883 30261837 16700 246028 262728 29999109 107906 7837524 7945430 37944539 SCHEDULE D, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT FUNDS ARE PRIMARILY USED FOR SCHOLARSHIPS AND PROGRAM SUPPORT. SCHEDULE D, PART X, LINE 2 THE UNIVERSITY ADOPTED PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD INTERPRETATION NO. 48 (FIN 48), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES-AN INTERPRETATION OF FASB STATEMENT NO. 109, WHICH WAS SUBSEQUENTLY INCORPORATED INTO THE FASB ACCOUNTING CODIFICATION (ASC) TOPIC 740. THE IMPLEMENTATION OF THIS STANDARD HAD NO SIGNIFICANT IMPACT ON THE UNIVERSITY'S FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D COST OF GOODS SOLD $ 132,303 FUNDRAISING EXPENSES $ 113,725 ------------- $ 246,028 SCHEDULE D, PART XI, LINE 4B SCHOLARSHIPS AND GRANTS $ 7,837,524 SCHEDULE D, PART XII, LINE 2D COST OF GOODS SOLD $ 132,303 FUNDRAISING EXPENSES $ 113,725 ------------- $ 246,028 SCHEDULE D, PART XII, LINE 4B SCHOLARSHIPS AND GRANTS $ 7,837,524 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE POLICY IS ON THE HOMEPAGE OF THE UNIVERSITY'S WEBSITE. SCHEDULE E, PART I, LINE 6A FEDERAL FINANCIAL AID St FUNDRAISING PROJECTS false STEER DINNER 1309000 1281375 27625 54844 58881 0 1309000 1281375 27625 54844 58881 113725 -86100 true INSTITUTIONAL FINANCIAL AID 1014 7837524 HEERF 1415 2039227 SCHEDULE I, PART I, LINE 2 ALL GRANTS ARE INSTITUTIONAL FINANCIAL AID AND APPLIED DIRECTLY TO THE STUDENT'S ACCOUNT BY THE UNIVERSITY. X X true true X X X false true false false false false false false false MR RONALD SLEPITZA PRESIDENT 221519 0 0 0 67708 0 20157 0 15617 0 325001 0 0 0 MR TIM KLOCKO VP FIN AND ADMIN 151470 0 36300 0 0 0 14277 0 15184 0 217231 0 0 0 MS SUE KING WILLCOX PROVOST AND VP ACADEMIC AFFAIR 110967 0 77730 0 0 0 737 0 5761 0 195195 0 0 0 MS ALEXANDRA ADAMS VP ENROLLMENT SERVICES 132717 0 39930 0 0 0 20688 0 10200 0 203535 0 0 0 SCHEDULE J, PART I, LINE 1A HOUSING ALLOWANCE AND CLUB DUES ARE PROVIDED TO RONALD SLEPITZA, PRESIDENT, AND ALL AMOUNTS ARE INCLUDED IN HIS W-2 AS COMPENSATION. SCHEDULE J, PART I, LINE 4B ACCRUED --------- MR. RONALD SLEPITZA $ 17,867 MR. TIM KLOCKO $ 12,705 MS. ALEXANDRA ADAMS $ 19,326 MS. MAGGIE MOHRFELD $ 13,310 COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THE COMPENSATION IS EARNED BY OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THEN THE COMPENSATION IS GENERALLY REPORTED A SECOND TIME ON THE FORM 990 IN THE YEAR THE COMPENSATION IS PAID TO THE INDIVIDUAL. AS A RESULT OF THE REPORTING REQUIREMENT, AN ORGANIZATION COULD BE REQUIRED TO REPORT THE SAME COMPENSATION ON FORM 990 IN TWO DIFFERENT YEARS. A MISSOURI HEALTH AND EDUCATION FACILITIES AUTHORITY 431178966 000000000 2019-02-13 13435000 FOR DESCRIPTION, SEE PART VI false false false A 0 0 13435000 0 0 0 230767 0 0 0 13204233 0 2016 true true true true A false true true true false 0 false false false true A false true true false 0 false 0 false true A true SCHEDULE K, PART I, LINE A, Column (f) REFINANCED BONDS ORIGINALLY ISSUED 6/15/2011 AND SUBSEQUENTLY REISSUED 9/18/2013. The Bonds also were reissued to finance taxable construction loan. SCHEDULE K, PART II, LINE 11 REFINANCED BONDS ORIGINALLY ISSUED 6/15/2011 AND SUBSEQUENTLY REISSUED 9/18/2013. THE BONDS ALSO WERE REISSUED TO REFINANCE TAXABLE CONSTRUCTION LOAN. X 1 350 FMV X 1 5096 FMV X 4 9012 FMV X Sports Memorabilia 2 5800 FMV X Event Tickets 1 2000 FMV X Miscellaneous 1 650 FMV false true false SCHEDULE M, PART I, COLUMN B THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS DURING THE YEAR. FORM 990, PART III, LINE 1 AVILA UNIVERSITY, A CATHOLIC UNIVERSITY SPONSORED BY Saint JOSEPH EDUCATIONAL MINISTRIES, A MINISTERIAL PUBLIC JURIDIC PERSON OF THE CATHOLIC CHURCH (SJEM), IS A VALUES-BASED COMMUNITY OF LEARNING PROVIDING LIBERAL ARTS, PROFESSIONAL, UNDERGRADUATE AND GRADUATE EDUCATION TO PREPARE STUDENTS FOR RESPONSIBLE LIFELONG CONTRIBUTIONS TO THE GLOBAL COMMUNITY. FORM 990, PART VI, SECTION 4, LINE 4 THE CHANGE IN BYLAWS REFLECTS THE NEW SPONSORING BODY THAT MAINTAINS THE ORGANIZATION'S IDENTITY AS A RELIGIOUS/CATHOLIC EDUCATIONAL INSTITUTION. FORM 990, PART VI, SECTION A, LINE 7A THE UNIVERSITY IS SPONSORED BY SAINT JOSEPH EDUCATIONAL MINISTRIES, A MINISTERIAL PUBLIC JURIDIC PERSON OF THE CATHOLIC CHURCH (SJEM). THE CHAIRPERSON OF THE BOARD OF TRUSTEES SHALL PROVIDE A LIST OF NEW BOARD CANDIDATES TO SJEM FOR PRIOR APPROVAL. THE BOARD OF TRUSTEES HAS A STRONG PREFERENCE FOR THE PARTICIPATION BY REPRESENTATIVES OF THE SISTERS OF SAINT JOSEPH OF CARONDELET, ST. LOUIS PROVINCE ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTNG FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO MADE ARE MADE. THE 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING THE 990. ANY QUESTIONS AND CONCERNS THE AUDIT COMMITTEE HAVE ARE ADDRESSED AND ANY CONCERNS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C AVILA UNIVERSITY EMPLOYEES AND BOARD OF TRUSTEES SHOULD MAKE DECISIONS AND TAKE ACTION IN A MANNER WHICH PROMOTES THE BEST INTERESTS OF AVILA UNIVERSITY AND AVOID THE PROSPECT OR APPEARANCE OF A CONFLICT OR DUALITY OF INTEREST. AT THE TIME OF EMPLOYMENT (OR ELECTION IN THE CASE OF A BOARD MEMBER) AND ANNUALLY THEREAFTER, AVILA UNIVERSITY PROVIDES TO THE BOARD AND TO ALL EXECUTIVE OFFICERS AND KEY ADMINISTRATIVE STAFF, A COPY OF THE CONFLICT OF INTEREST POLICY AND THE APPLICABLE CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE. THE FORMS ARE COMPILED AND A REPORT OF THE RESULTS IS THEN SUBMITTED TO THE BOARD. IF THERE IS A CONFLICT THE INDIVIDUAL WITH A CONFLICT ABSTAINS FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A AND 15B Line 15A: THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S SALARY ANNUALLY AT THE TIME OF THE RENEWAL OF THE PRESIDENT'S CONTRACT, USING SURVEY DATA AND APPROVAL BY THE BOARD OF TRUSTEES. Line 15B: SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND COMPARED AGAINST HR AND SURVEY DATA ANNUALLY BY THE HR DEPARTMENT AND THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THEIR AUDITED FINANCIAL STATEMENTS TO GUIDESTAR FOR PUBLIC INSPECTION. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC.