ROCKHURST UNIVERSITY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROCKHURST UNIVERSITY (EIN 44-0545813)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-13
- IRS object ID
- 202201039349301720
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-13T20:08:09-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440545813 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKHURST UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCK | BusinessNameControlTxt |
| Phone | 8165014000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 ROCKHURST RD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD MOENCH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8165014000 | PhoneNum |
| Signature | 2022-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GERALD | PersonFirstNm |
| Person Last | MOENCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A RYAN | PreparerPersonNm |
| PTIN | P00829977 | PTIN |
| Phone | 8164721122 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REV THOMAS B CURRAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 ROCKHURST RD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $111,146,112 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROCKHURST.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1910 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | ROCKHURST UNIVERSITY EXISTS TO TRANSFORM LIVES BY CREATING A LEARNING COMMUNITY CENTERED IN EXCELLENCE IN UNDERGRADUATE LIBERAL ARTS EDUCATION AND GRADUATE EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 1133 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,466,622 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,126,856 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $78,081,722 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $89,617,672 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,765,846 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,922,392 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,677,188 | PYOtherRevenueAmt |
| CY Other Revenue | $3,798,363 | CYOtherRevenueAmt |
| PY Total Revenue | $97,991,378 | PYTotalRevenueAmt |
| CY Total Revenue | $109,465,283 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $37,441,034 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $39,056,996 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,924,540 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,257,143 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,658,923 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,190,037 | PYOtherExpensesAmt |
| CY Other Expenses | $28,592,758 | CYOtherExpensesAmt |
| PY Total Expenses | $91,555,611 | PYTotalExpensesAmt |
| CY Total Expenses | $101,906,897 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,435,767 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,558,386 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $155,114,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $167,230,890 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,914,964 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54,426,095 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $97,199,166 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $112,804,795 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ROCKHURST UNIVERSITY EXISTS TO TRANSFORM LIVES BY CREATING A LEARNING COMMUNITY CENTERED IN EXCELLENCE IN UNDERGRADUATE LIBERAL ARTS EDUCATION AND GRADUATE EDUCATION. ROCKHURST IS CATHOLIC AND JESUIT, INVOLVED IN THE LIFE AND GROWTH OF THE CITY AND THE REGION, AND COMMITTED TO THE SERVICE OF THE CONTEMPORARY WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $42,844,004 | ExpenseAmt |
| Grant | $39,056,996 | GrantAmt |
| Revenue | $41,547,350 | RevenueAmt |
| Desc | ROCKHURST UNIVERSITY IS COMMITTED TO PROVIDING A QUALITY, PRIVATE EDUCATION AT A REASONABLE COST. DURING THE FISCAL YEAR ENDED JUNE 30, 2021 THE UNIVERSITY OFFERED INSTITUTIONAL FINANCIAL AID TO OVER 80% OF ITS GRADUATE AND UNDERGRADUATE STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $39,056,731 | ExpenseAmt |
| Revenue | $39,056,731 | RevenueAmt |
| Desc | INSTRUCTIONAL EXPENSES REPRESENT THE COST OF DELIVERING THE ROCKHURST EDUCATIONAL EXPERIENCE TO APPROXIMATELY 3,700 UNDERGRADUATE AND GRADUATE STUDENTS. THIS INCLUDES THE SALARIES AND BENEFITS FOR FULL-TIME AND PART-TIME FACULTY MEMBERS, INSTRUCTIONAL MATERIALS, BOOKS AND SUPPLIES, TRAVEL AND PROFESSIONAL DEVELOPMENT, AND DEPRECIATION, MAINTENANCE AND INTEREST COSTS ASSOCIATED WITH VARIOUS CAMPUS FACILITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,013,591 | ExpenseAmt |
| Revenue | $9,013,591 | RevenueAmt |
| Desc | AUXILIARY EXPENSES INCLUDE COSTS ASSOCIATED WITH PROVIDING STUDENT HOUSING AND FOOD SERVICE, EXPENSES RELATING TO THE UNIVERSITY'S PARTICIPATION IN THE NCAA ATHLETIC PROGRAMS, AND DEPRECIATION, MAINTENANCE, AND INTEREST COSTS ASSOCIATED WITH VARIOUS CAMPUS FACILITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $90,914,326 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5698 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1133 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD MOENCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8165014000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 ROCKHURST RD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DOUGLAS DUNHAM | |||||||
| PROVOST | 40.00 | Yes (X) | Yes (X) | $184,934 | $0 | $16,918 | |
| GERALD MOENCH | |||||||
| CFO | 40.00 | Yes (X) | Yes (X) | $174,156 | $0 | $12,861 | |
| ANTHONY TOCCO | |||||||
| PROFESSOR/HEAD SOCCER COACH | 40.00 | $163,371 | $0 | $6,347 | Yes (X) | ||
| HUBERT BENITEZ | |||||||
| VP STRATEGIC INITIATIVES & PARTNERSHIPS | 40.00 | $161,837 | $0 | $5,700 | Yes (X) | ||
| MARY BURNS | |||||||
| VP ADVANCEMENT | 40.00 | $149,617 | $0 | $9,087 | Yes (X) | ||
| MYLES GARTLAND | |||||||
| DEAN-COLLEGE OF BUSINESS | 40.00 | $150,337 | $0 | $5,809 | Yes (X) | ||
| JENNIFER FRIEND | |||||||
| DEAN-COLLEGE OF ARTS & SCIENCES | 40.00 | $133,497 | $0 | $11,639 | Yes (X) | ||
| THOMAS B CURRAN SJ | |||||||
| TRUSTEE/PRESIDENT | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS HASTINGS MD | |||||||
| TRUSTEE/CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NANCY CREASY | |||||||
| TRUSTEE/VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM SHEAHAN SJ | |||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CLIFFORD ALEXANDER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH GARRETT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA GINTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENT BEAUSOLEIL SJ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HUNG PHAM SJ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY BELSKE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL GRIMALDI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GLENNON HEITMANN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REED MURPHY III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SYLVIA RAYA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES REAVEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARYANNE ROEPKE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM SACK PHD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW STEWART SJ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN WILDES SJ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SYLVESTER JAMES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHANELLE ZAK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM GLYNN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB BONNEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK BOSCO SJ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY DUNN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUAN RANGEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE TRIMBLE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA VANSAGHI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER BOOKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLINA CRUZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAMON DANIEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KUSH PATEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIDGETTE WILLIAMS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,117,749 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $68,361 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHARTWELLS DINING SERVICES | |||||
| PO BOX 417632 | BOSTON | MA | 022417632 | FOOD SERVICE | $1,949,586 |
| JE DUNN CONSTRUCTION CO | |||||
| 1001 LOCUST | KANSAS CITY | MO | 64106 | GENERAL CONTRACTOR | $917,555 |
| HELIX ARCHITECTURE DESIGN INC | |||||
| 1629 WALNUT ST | KANSAS CITY | MO | 64108 | ARCHITECTURE SERVICES | $807,176 |
| EXCELLENCE FLOOR CARE LLC | |||||
| 1041 CLEVELAND AVE | KANSAS CITY | MO | 64127 | JANITORIAL SERVICES | $650,822 |
| AT ABATEMENT SERVICES INC | |||||
| 4915 STILWELL | KANSAS CITY | KS | 64120 | ABATEMENT SERVICES | $593,074 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $25,420 | FundraisingAmt |
| Government Grants | $2,230,369 | GovernmentGrantsAmt |
| All Other Contributions | $11,871,067 | AllOtherContributionsAmt |
| Noncash Contributions | $1,614,429 | NoncashContributionsAmt |
| Total Contributions | $14,126,856 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $84,419,136 | $84,419,136 |
| HOUSING INCOME | 611710 | $5,198,536 | $5,198,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $89,617,672 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $866,924 | TotalRevenueColumnAmt |
| Exclusion | $866,924 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $72,898 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,088 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $46,810 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,810 | TotalRevenueColumnAmt |
| Exclusion | $46,810 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,690,942 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,619,171 | SecuritiesAmt |
| Other | $16,303 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,071,771 | SecuritiesAmt |
| Other | -$16,303 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,055,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$16,303 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,071,771 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,545 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $25,420 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $19,267 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,722 | TotalRevenueColumnAmt |
| Exclusion | -$11,722 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CAFETERIA INCOME | 722210 | $2,278,076 | $2,278,076 |
| BOOKSTORE INCOME | 611710 | $114,017 | $114,017 |
| ATHLETIC INCOME | 900099 | $15,366 | $15,366 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,355,816 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,355,816 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,763,275 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,465,283 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $93,364,644 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,973,783 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,824,011 | TotalAmt |
| Program Services | $37,824,011 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,232,985 | TotalAmt |
| Program Services | $1,232,985 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,680 | TotalAmt |
| Management And General | $375,462 | ManagementAndGeneralAmt |
| Fundraising | $153,218 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,922,267 | TotalAmt |
| Program Services | $25,049,811 | ProgramServicesAmt |
| Management And General | $1,972,282 | ManagementAndGeneralAmt |
| Fundraising | $900,174 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,852 | TotalAmt |
| Program Services | $409,233 | ProgramServicesAmt |
| Management And General | $47,585 | ManagementAndGeneralAmt |
| Fundraising | $19,034 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,347,201 | TotalAmt |
| Program Services | $2,878,593 | ProgramServicesAmt |
| Management And General | $334,720 | ManagementAndGeneralAmt |
| Fundraising | $133,888 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,983,143 | TotalAmt |
| Program Services | $1,705,503 | ProgramServicesAmt |
| Management And General | $198,314 | ManagementAndGeneralAmt |
| Fundraising | $79,326 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,634 | TotalAmt |
| Management And General | $245,634 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,112 | TotalAmt |
| Management And General | $68,112 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,839 | TotalAmt |
| Management And General | $102,839 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,150,052 | TotalAmt |
| Program Services | $1,612,539 | ProgramServicesAmt |
| Management And General | $537,513 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,593 | TotalAmt |
| Program Services | $453,432 | ProgramServicesAmt |
| Management And General | $63,727 | ManagementAndGeneralAmt |
| Fundraising | $11,434 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,045,121 | TotalAmt |
| Program Services | $896,511 | ProgramServicesAmt |
| Management And General | $126,002 | ManagementAndGeneralAmt |
| Fundraising | $22,608 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,412,902 | TotalAmt |
| Program Services | $1,211,999 | ProgramServicesAmt |
| Management And General | $170,340 | ManagementAndGeneralAmt |
| Fundraising | $30,563 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,395,161 | TotalAmt |
| Program Services | $2,908,688 | ProgramServicesAmt |
| Management And General | $412,466 | ManagementAndGeneralAmt |
| Fundraising | $74,007 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,102 | TotalAmt |
| Program Services | $392,964 | ProgramServicesAmt |
| Management And General | $55,229 | ManagementAndGeneralAmt |
| Fundraising | $9,909 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $636,712 | TotalAmt |
| Program Services | $546,177 | ProgramServicesAmt |
| Management And General | $76,762 | ManagementAndGeneralAmt |
| Fundraising | $13,773 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,725,600 | TotalAmt |
| Program Services | $431,400 | ProgramServicesAmt |
| Management And General | $1,294,200 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,456,102 | TotalAmt |
| Program Services | $3,822,481 | ProgramServicesAmt |
| Management And General | $537,228 | ManagementAndGeneralAmt |
| Fundraising | $96,393 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $900,224 | TotalAmt |
| Program Services | $225,056 | ProgramServicesAmt |
| Management And General | $675,168 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT AID | $4,004,540 | $4,004,540 | ||
| CONTRACTUAL SERVICES | $1,616,669 | $1,386,792 | $194,906 | $34,971 |
| TUITION REMISSION | $1,310,302 | $1,310,302 | ||
| REPAIRS AND MAINTENANCE | $912,291 | $796,556 | $95,648 | $20,087 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,623,802 | TotalAmt |
| Program Services | $3,125,055 | ProgramServicesAmt |
| Management And General | $439,209 | ManagementAndGeneralAmt |
| Fundraising | $59,538 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,906,897 | TotalAmt |
| Program Services | $90,914,326 | ProgramServicesAmt |
| Management And General | $9,333,648 | ManagementAndGeneralAmt |
| Fundraising | $1,658,923 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,554,855 | BOYAmt |
| EOY | $1,827,664 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,224,532 | BOYAmt |
| EOY | $6,665,415 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,550,210 | BOYAmt |
| EOY | $7,819,862 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,114,088 | BOYAmt |
| EOY | $3,186,124 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,079 | BOYAmt |
| EOY | $421,978 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $171,427,871 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,466,174 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,183,492 | BOYAmt |
| EOY | $95,961,697 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,298,186 | BOYAmt |
| EOY | $45,465,151 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,927,370 | BOYAmt |
| EOY | $1,568,996 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,489,148 | BOYAmt |
| EOY | $3,106,833 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,207,170 | BOYAmt |
| EOY | $1,207,170 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,114,130 | BOYAmt |
| EOY | $167,230,890 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,231,475 | BOYAmt |
| EOY | $5,771,152 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,451,491 | BOYAmt |
| EOY | $5,066,373 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,806,772 | BOYAmt |
| EOY | $29,792,259 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,178,571 | BOYAmt |
| EOY | $3,491,031 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,246,655 | BOYAmt |
| EOY | $10,305,280 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,914,964 | BOYAmt |
| EOY | $54,426,095 | 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 | $38,460,306 | BOYAmt |
| EOY | $39,346,362 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,738,860 | BOYAmt |
| EOY | $73,458,433 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,199,166 | BOYAmt |
| EOY | $112,804,795 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,114,130 | BOYAmt |
| EOY | $167,230,890 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,558,386 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,261,239 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $786,004 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $1,207,170 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,149,258 | BeginningYearBalanceAmt |
| Contributions | $1,680,601 | ContributionsAmt |
| Investment Earnings Or Losses | $8,858,234 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,626,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $47,062,093 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,451,435 | BeginningYearBalanceAmt |
| Contributions | $4,663,290 | ContributionsAmt |
| Investment Earnings Or Losses | -$967,467 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,998,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $38,149,258 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,127,797 | BeginningYearBalanceAmt |
| Contributions | $1,100,753 | ContributionsAmt |
| Investment Earnings Or Losses | $1,646,885 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,424,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $38,451,435 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,718,537 | BeginningYearBalanceAmt |
| Contributions | $672,963 | ContributionsAmt |
| Investment Earnings Or Losses | $2,117,297 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,381,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $37,127,797 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,475,036 | BeginningYearBalanceAmt |
| Contributions | $1,161,313 | ContributionsAmt |
| Investment Earnings Or Losses | $2,479,188 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,397,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $35,718,537 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12380 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,883,704 | OtherCostOrOtherBasisAmt |
| Book Value | $5,883,704 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,623,800 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,956,050 | DepreciationAmt |
| Book Value | $68,667,750 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,892,265 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,510,124 | DepreciationAmt |
| Book Value | $11,382,141 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,028,102 | OtherCostOrOtherBasisAmt |
| Book Value | $10,028,102 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $95,961,697 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAPS | $2,219,557 |
| ASSET RETIREMENT OBLIGATION | $583,750 |
| DEPOSITS HELD FOR OTHERS | $343,013 |
| GOVERNMENTAL LOAN OBLIGATIONS | $1,683,921 |
| PAYCHECK PROTECTION PROGRAM LOAN | $5,475,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,305,280 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $78,517,188 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,261,239 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $847,662 | OtherRevenueAmt |
| Revenue Not Reported | $8,108,901 | RevenueNotReportedAmt |
| Revenue Subtotal | $70,408,287 | RevenueSubtotalAmt |
| Other Revenues Not Included | $39,056,996 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $39,056,996 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $109,465,283 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $62,911,559 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $61,658 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $61,658 | ExpensesNotReportedAmt |
| Expenses Subtotal | $62,849,901 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $39,056,996 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $39,056,996 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $101,906,897 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ROCKHURST UNIVERSITY ART COLLECTION INCLUDES VARIOUS PIECES OF ART SUCH AS DRAWINGS, PAINTINGS, SCULPTURES, AND POTTERY THAT ARE CATALOGUED AND HELD ON DISPLAY THROUGHOUT THE CAMPUS. THE COLLECTION INCLUDES MANY HISTORICAL JESUIT BASED PIECES, WHICH SUPPORT THE JESUIT BACKGROUND AND CULTURE OF THE UNIVERSITY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 26,088. UNREALIZED GAIN ON INTEREST RATE SWAPS 786,004. FUNDRAISING EVENT EXPENSES 19,267. LOSS ON DISPOSAL OF EQUIPMENT 16,303. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS 39,056,996. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 26,088. FUNDRAISING EVENT EXPENSES 19,267. LOSS ON DISPOSAL OF EQUIPMENT 16,303. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS 39,056,996. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY PUBLISHES THE FOLLOWING NONDISCRIMINATION STATEMENT ON THE UNIVERSITY WEBSITE, IN THE UNIVERSITY CATALOG, AND IN OTHER BROCHURES AND SOLICITATIONS - "ROCKHURST UNIVERSITY IS COMMITTED TO PROVIDING EQUAL OPPORTUNITIES FOR ALL PERSONS REGARDLESS OF RACE, COLOR, CREED, RELIGION, SEX, PREGNANCY STATUS, SEXUAL ORIENTATION, MARITAL STATUS, NATIONAL ORIGIN OR ANCESTRY, AGE, GENDER, DISABILITY, CITIZENSHIP OR INTENDING CITIZENSHIP STATUS, GENDER IDENTITY, VETERAN STATUS OR ANY OTHER STATUS PROTECTED BY LAW ("PROTECTED STATUS"). THIS IS REFLECTED IN ALL POLICIES, PROGRAMS AND PROCEDURES OF THE UNIVERSITY." |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY PARTICIPATES IN THE FEDERAL PELL GRANT, FEDERAL WORK STUDY, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, FEDERAL PERKINS LOAN, FEDERAL DIRECT LOAN, AND FEDERAL NURSING LOAN PROGRAMS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $32,965 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,420 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,545 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $7,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,681 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,219 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,367 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $32,965 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,420 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,545 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,681 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,219 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,367 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,267 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$11,722 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1714 | RecipientCnt |
| Cash Grant | $37,824,011 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANTS MADE BY THE UNIVERSITY ARE PRIMARILY FOR STUDENT AID AND SCHOLARSHIPS. A LIST OF RECIPIENTS OF SCHOLARSHIPS AND FELLOWSHIPS IS ON FILE AT THE UNIVERSITY AND IS AVAILABLE UPON REQUEST. ALL STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BY THE UNIVERSITY ON THE BASIS OF ACADEMIC AND ATHLETIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR STANDARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS DUNHAM | ||||||||||||||
| PROVOST | $184,934 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,918 | $0 | $201,852 | $0 | $0 | $0 |
| GERALD MOENCH | ||||||||||||||
| CFO | $174,156 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,861 | $0 | $187,017 | $0 | $0 | $0 |
| ANTHONY TOCCO | ||||||||||||||
| PROFESSOR/HEAD SOCCER COACH | $163,371 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,347 | $0 | $169,718 | $0 | $0 | $0 |
| HUBERT BENITEZ | ||||||||||||||
| VP STRATEGIC INITIATIVES & PARTNERSH | $161,837 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,700 | $0 | $167,537 | $0 | $0 | $0 |
| MARY BURNS | ||||||||||||||
| VP ADVANCEMENT | $149,617 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,087 | $0 | $158,704 | $0 | $0 | $0 |
| MYLES GARTLAND | ||||||||||||||
| DEAN-COLLEGE OF BUSINESS | $150,337 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,809 | $0 | $156,146 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VII, SECTION A, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION PAID TO REV THOMAS B CURRAN OSFS, PRESIDENT, IS PAID TO HIS RELIGIOUS ORDER. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| HEALTH & ED FACILITIES AUTHORITY OF THE STATE OF MO | |||||||
| A | 431178966 | 2015-12-09 | $5,460,000 | EDUCATIONAL FACILITIES REVENUE BONDS ROCKHURST UNIVERSITY SERIES 2015A | 0 | 0 | 0 |
| HEALTH & ED FACILITIES AUTHORITY OF THE STATE OF MO | |||||||
| B | 431178966 | 2015-12-09 | $13,970,000 | EDUCATIONAL FACILITIES REVENUE BONDS ROCKHURST UNIVERSITY SERIES 2015B | 0 | 0 | 0 |
| HEALTH & ED FACILITIES AUTHORITY OF THE STATE OF MO | |||||||
| C | 431178966 | 2017-12-28 | $19,465,000 | EDUCATIONAL FACILITIES REVENUE BONDS ROCKHURST UNIVERSITY SERIES 2017A | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $2,610,000 | $5,460,000 | $64,247 | $315,720 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $3,005,000 | $13,970,000 | $164,382 | $528 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $2,298,000 | $19,465,000 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||
| WELLS FARGO | ||||||||||||
| B | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 21.000000000000 | 0 | 0 |
| (no name) | ||||||||||||
| C | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE L PART V | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction | $0 | TransactionAmt |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | A) JE DUNN CONSTRUCTION COMPANY (PEGGY DUNN)B) PEGGY DUNN, TRUSTEE, IS THE WIFE OF A SHAREHOLDER OF JE DUNN.C) $917,555D) JE DUNN IS THE GENERAL CONTRACTOR FOR THE RENOVATION OF SEDGEWICK HALL.E) NO | ExplanationTxt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,428 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,599,001 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNTS LISTED IN COLUMN B ARE A COMBINATION OF NUMBER OF CONTRIBUTIONS AND NUMBER OF ITEMS CONTRIBUTED. |
| PART I, LINE 32B: | THE ORGANIZATION USES A REAL ESTATE AGENT TO SELL REAL ESTATE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY UNIVERSITY MANAGEMENT AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS THAT UNIVERSITY MANAGEMENT AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE DRAFT VERSION OF THE 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. ANY QUESTIONS OR CONCERNS THAT THE AUDIT COMMITTEE MEMBERS HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. AN ELECTRONIC COPY OF THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED AT THE TIME OF HIRE FOR FACULTY AND ADMINISTRATIVE STAFF, AND THEREAFTER IS AVAILABLE ON THE UNIVERSITY'S INTRANET SITE. MEMBERS OF THE PRESIDENT'S CABINET MUST SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. IN THE CASE OF THE BOARD OF TRUSTEES, A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED AT THE TIME OF ELECTION, AND THEREAFTER ON AN ANNUAL BASIS. EACH JUNE TRUSTEES, OFFICERS, KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES ARE ALSO REQUIRED TO COMPLETE ANNUALLY A DISCLOSURE STATEMENT REGARDING BUSINESS AND FAMILY RELATIONSHIPS, RELATED PERSONS AND ACTIVITIES. THE COMPLETED DISCLOSURE STATEMENTS ARE REVIEWED BY UNIVERSITY MANAGEMENT AND ACCOUNTING PERSONNEL, AND ARE KEPT ON FILE IN THE UNIVERSITY'S OFFICE OF FINANCE AND HUMAN RESOURCES. IF AN INTERESTED PARTY IS AN EMPLOYEE, A MEMBER WITH OVERSIGHT OF THE DEPARTMENT EMPLOYING THE INDIVIDUAL SHALL MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND IMPLEMENT THE APPROPRIATE SAFEGUARDS AND CONFLICT MANAGEMENT PLAN TO PROTECT THE UNIVERSITY AND THE PARTIES, INCLUDING NOTIFYING THE BOARD OF TRUSTEES IF THE INTERESTED PARTY IS AN OFFICER, TRUSTEE OR MEMBER OF A COMMITTEE. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF TRUSTEES OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD OF TRUSTEES OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE INTERESTED PERSON'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OF TRUSTEES OR COMMITTEE DETERMINES THE INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE ANNUAL COMPENSATION FOR THE UNIVERSITY PRESIDENT. THE PRESIDENT'S COMPENSATION IS COMPARED TO SALARY DATA FOR A BENCHMARK GROUP OF PEER INSTITUTIONS. A MARKET STUDY OF EXECUTIVE COMPENSATION WAS PERFORMED BY AN OUTSIDE CONSULTANT IN MAY 2016. THE TERMS OF THE PRESIDENT'S COMPENSATION ARE DOCUMENTED IN A WRITTEN EMPLOYMENT CONTRACT ON FILE IN THE UNIVERSITY HUMAN RESOURCES DEPARTMENT. THE PRESIDENT'S COMPENSATION IS PAID TO HIS RELIGIOUS ORDER. THE UNIVERSITY PLANNING & BUDGETING COMMITTEE MAKES AN ANNUAL RECOMMENDATION TO THE PRESIDENT AND BOARD OF TRUSTEES FOR ANY SALARY ADJUSTMENTS FOR FACULTY AND ADMINISTRATIVE STAFF WITHIN THE PARAMETERS OF THE ANNUAL OPERATING BUDGET. THIS INCLUDES KEY EMPLOYEES OF THE ORGANIZATION. ADDITIONALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS COMPENSATION FOR THE KEY EMPLOYEES OF THE UNIVERSITY AND COMPARES COMPENSATION TO APPROPRIATE HISTORICAL AND BENCHMARK DATA. A MARKET STUDY OF EXECUTIVE COMPENSATION WAS RECENTLY PERFORMED BY AN OUTSIDE CONSULTANT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS, COMPENSATION PAID TO THE PRESIDENT'S RELIGIOUS ORDER, GOVERNING, DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN ON INTEREST RATE SWAP AGREEMENTS 786,004. |
| FORM 990, PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR. |