2022-05-10T08:36:11-05:00 2021-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2020-07-01 362167773 LEWIS UNIVERSITY % TERESA KREJCI LEWI 8158380500 ONE UNIVERSITY PARKWAY ROMEOVILLE IL 60446 TERESA KREJCI VP FINANCE/CFO 8158380500 2022-05-15 true TERESA KREJCI 999009999 Lauren R Denton P01571860 2604604000 3 2020 2022-09-23 18:48:47Z TERESA KREJCI ONE UNIVERSITY PARKWAY ROMEOVILLE IL 60446 194190335 false X WWW.LEWIS.EDU X 1934 IL LEWIS UNIVERSITY, GUIDED BY ITS CATHOLIC AND LASALLIAN HERITAGE, PROVIDES TO A DIVERSE STUDENT POPULATION POST SECONDARY EDUCATION AND TRAINING. 34 33 1741 33 149 0 9927840 13967298 154881724 162528676 893552 2673257 -45123 -26186 165657993 179143045 52912238 61205961 0 0 71473447 68153118 0 0 2309032 40244328 42034488 164630013 171393567 1027980 7749478 241611224 272027426 94166105 97255489 147445119 174771937 X LEWIS UNIVERSITY, GUIDED BY ITS CATHOLIC AND LASALLIAN HERITAGE, PROVIDES TO A DIVERSE STUDENT POPULATION PROGRAMS FOR A LIBERAL AND PROFESSIONAL EDUCATION GROUNDED IN THE INTERACTION OF KNOWLEDGE AND FIDELITY IN THE SEARCH FOR TRUTH. LEWIS PROMOTES THE DEVELOPMENT OF THE COMPLETE PERSON THROUGH THE PURSUIT OF WISDOM AND JUSTICE. FUNDAMENTAL TO ITS MISSION IS A SPIRIT OF ASSOCIATION WHICH FOSTERS COMMUNITY IN ALL TEACHING, LEARNING AND SERVICE. false false 149082804 61205961 162528676 THE UNIVERSITY PROVIDES POST SECONDARY EDUCATION AND TRAINING TO STUDENTS. PROGRAM SERVICE COSTS INCLUDE INSTRUCTORS, SALARIES, RESIDENCE HALL AND RELATED OPERATIONAL EXPENDITURES. APPROXIMATELY 6,400 STUDENTS ATTENDED DURING THIS PERIOD. 149082804 true true false false false false false false false true true true 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 true false false false true 7415 0 1741 true true true false false false false true true false false false false false false X 34 33 false false false false false false true true true false false true true true true true true true true false X TERESA KREJCI 8158365201 ONE UNIVERSITY PARKWAY ROMEOVILLE IL 60446 DR DAVID LIVINGSTON PRESIDENT 40.0 0.0 X X 426279 0 34637 DR CHRISTOPHER SINDT PROVOST 40.0 0.0 X 260431 0 27222 BONNIE BONDAVALLILEFT 620 DEAN, COLLEGE ARTS & SCIENCES 40.0 0.0 X 253001 0 23122 RAYMOND KENNELLY CHIEF STRATEGY OFFICER 40.0 0.0 X 234700 0 18840 LUIGI AMENDOLA VP FOR UNIVERSITY ADVANCEMENT 40.0 0.0 X 207785 0 24636 RYAN BUTT DEAN, COLLEGE OF BUSINESS 40.0 0.0 X 199037 0 24234 CHRISTOPHER WHITE DEAN, COLLEGE OF AVIATION 40.0 0.0 X 189750 0 23478 SUSAN MULLER DEAN, COLLEGE OF NURSING 40.0 0.0 X 188526 0 23428 TERESA KREJCI VICE PRESIDENT/CFO 40.0 0.0 X 188305 0 23268 DR LAWRENCE HILL PROFESSOR, ECONOMICS 40.0 0.0 X 186422 0 16371 DR LEROY BUTLER CHIEF INFORMATION OFFICER 40.0 0.0 X 168776 0 22782 KATHLEEN HALLORAN CHAIR 1.0 0.0 X X 0 0 0 MICHAEL PARKER VICE CHAIR 1.0 0.0 X X 0 0 0 KENNETH GABRIEL TREASURER 1.0 0.0 X X 0 0 0 JEFFREY STAHL SECRETARY 1.0 0.0 X X 0 0 0 DR KATHLEEN CIEPLAK OWENS TRUSTEE 1.0 0.0 X 0 0 0 BRYAN DURKIN TRUSTEE 1.0 0.0 X 0 0 0 TIMOTHY FERRARELL TRUSTEE 1.0 0.0 X 0 0 0 DR MARY CATHERINE FOX AFSC TRUSTEE 1.0 0.0 X 0 0 0 BROTHER DAVID GALLINSKI FSC TRUSTEE 1.0 0.0 X 0 0 0 DR JAMES GIRARD TRUSTEE 1.0 0.0 X 0 0 0 COLONEL DUANE HAYDEN TRUSTEE 1.0 0.0 X 0 0 0 DONALD DEW TRUSTEE 1.0 0.0 X 0 0 0 DR INEZ KELLEHER TRUSTEE 1.0 0.0 X 0 0 0 MARY LANCASTER TRUSTEE 1.0 0.0 X 0 0 0 CONGRESSMAN DAN LIPINSKI TRUSTEE 1.0 0.0 X 0 0 0 BARBARA MARTIN TRUSTEE 1.0 0.0 X 0 0 0 BROTHER ERNEST MILLER FSC TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL MOREFIELD TRUSTEE 1.0 0.0 X 0 0 0 PAMELA MOTT TRUSTEE 1.0 0.0 X 0 0 0 KEVIN NEWQUIST TRUSTEE 1.0 0.0 X 0 0 0 REVEREND PAUL NOVAK OSM TRUSTEE 1.0 0.0 X 0 0 0 DR BRENNAN O'DONNELL TRUSTEE 1.0 0.0 X 0 0 0 CHRISTOPHER PERRY TRUSTEE 1.0 0.0 X 0 0 0 ROBERT PLUTH JR TRUSTEE 1.0 0.0 X 0 0 0 DR SARODE PUNDALEEKA TRUSTEE 1.0 0.0 X 0 0 0 BROTHER JOSEPH SAURBIER FSC TRUSTEE 1.0 0.0 X 0 0 0 CAROL SCHNEIDER TRUSTEE 1.0 0.0 X 0 0 0 RUSSELL SMYTH TRUSTEE 1.0 0.0 X 0 0 0 GUY WIEBKING TRUSTEE 1.0 0.0 X 0 0 0 BROTHER MICHAEL QUIRK FSC TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM RYBAK TRUSTEE 1.0 0.0 X 0 0 0 ANTHONY SAM TRUSTEE 1.0 0.0 X 0 0 0 EDUARDO SANCHEZ TRUSTEE 1.0 0.0 X 0 0 0 2503012 0 262018 100 false true false SODEXO INC AND AFFILIATES 9801 WASHINGTON BLVD GAITHERSBURG MD 20878 FOOD SERVICES 2193715 WILEY EDU LLC 1415 W 22ND ST SUITE 800 OAK BROOK IL 60523 ONLINE EDUCATION 1995248 Miller Canfield Paddock and Stone 225 W WASHINGTON ST 2600 CHICAGO IL 60606 LEGAL SERVICES 358935 SMITHGROUP INC 35 E WACKER DR 900 CHICAGO IL 60601 DESIGN CONSULTING 365867 PULLARA INC 812 RAIL WAY CT MINOOKA IL 60447 CONSTRUCTION 379665 13 323512 8875587 4768199 618912 13967298 STUDENT TUITION AND FEES 611310 152608104 152608104 STUDENT HOUSING 611310 5930541 5930541 STUDENT MEAL PLANS 611310 3373546 3373546 AVIATION SERVICES 611310 56381 56381 CONFERENCING 611310 94905 94905 465199 465199 162528676 177238 149 177089 0 0 0 0 0 17448029 0 14946529 5481 2501500 -5481 2496019 2496019 69094 323512 95280 -26186 -26186 0 0 0 0 0 0 0 179143045 162528676 149 2646922 0 61205961 61205961 0 0 1637660 1468278 144174 25208 0 50396257 40509750 8581017 1305490 1614301 1302327 270690 41284 10903647 8796448 1828353 278846 3601253 2905288 603868 92097 0 456896 456896 96033 96033 0 0 19312 19312 11562445 9973383 1223030 366032 1443558 1350334 93224 3352676 2542525 792568 17583 1950009 1478803 460979 10227 2735 2074 647 14 3097771 3097567 204 1326245 1260412 44685 21148 0 0 2938815 2812361 126454 0 9833546 5879489 3809524 144533 1256198 295040 961158 BAD DEBT EXPENSE 646479 646479 OTHER DIRECT EXPENSE 2964926 2602349 357769 4808 DUES AND SUBSCRIPTIONS 1086844 953936 131146 1762 171393567 149082804 20001731 2309032 20555 8472 3433922 8838570 1936781 1778034 6396548 8175982 0 0 0 0 0 0 0 0 469631 533112 282369941 144165698 144398731 138204243 0 0 84088273 107981915 0 0 0 0 866783 6507098 241611224 272027426 9571982 12564952 0 0 3446154 3015385 76085382 73846705 0 0 0 0 0 0 0 0 5062587 7828447 94166105 97255489 X 119691689 139730943 27753430 35040994 147445119 174771937 241611224 272027426 7749478 19577340 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84155381 1523957 22016099 1951985 105743452 79847566 1263417 3905911 861513 84155381 74417368 2924477 3424920 919199 79847566 69020676 494296 5634962 732566 74417368 55130899 8244845 6395516 750584 69020676 0.70840 0.22060 0.07100 false false 3506539 3506539 196453203 84814385 111638818 57448618 46323534 11125084 24961581 13027779 11933802 138204243 TRUST STOCK FUNDS 16359883 F OTHER INVESTMENTS 368937 F LAND 17645000 F US BANK STOCK FUNDS 64537045 F MAKENA INVESTMENT FUND 9071050 F 107981915 0 TUITION AND OTHER DEPOSITS 2159326 OPERATING LEASE LIABILITIES 5233580 FINANCE LEASE LIABILITIES 435541 7828447 137590392 19577340 95280 19672620 117917772 19312 61205961 61225273 179143045 110263574 95280 95280 110168294 19312 61205961 61225273 171393567 SCHEDULE D, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE SCHOLARSHIPS TO STUDENTS AND SPECIFIC ACADEMIC PROGRAM SUPPORT WHERE THE OPERATING FUNDS ARE NOT AVAILABLE. ASC 740 FOOTNOTE 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 XI & XII LINE 2D FUNDRAISING EXPENSE $ 95,280 LINE 4B STUDENT FINANCIAL AID $ 61,205,961 true true true true true true true false false false false false false false false true true true SCHEDULE E, PART I, LINE 3 IN ALL PUBLICATIONS USED BY THE UNIVERSITY TO SOLICIT STUDENTS FROM THE COMMUNITY, A NONDISCRIMINATORY POLICY STATEMENT IS INCLUDED. AN EXAMPLE OF THE STATEMENT FOLLOWS; LEWIS UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, HANDICAP OR SEX IN THE RECRUITMENT AND ADMISSION OF STUDENTS. SCHEDULE E, PART I, LINE 6A THE UNIVERSITY RECEIVES GOVERNMENT SUBSIDIES OF RESTRICTED AND UNRESTRICTED NATURE TO BE USED FOR GENERAL INSTITUTIONAL AND SPECIAL EDUCATIONAL PURPOSES. SCHEDULE E, PART I, LINE 6B EFFECTIVE 7/1/1987 THE NURSING STUDENT LOAN (NSL) PROGRAM AT THE UNIVERSITY WAS PLACED IN TERMINATED STATUS BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. THIS RESULTED FROM THE SCHOOL NOT REDUCING THE PROGRAM'S DELINQUENCY RATE TO A SPECIFIED LEVEL AS REQUIRED BY PERFORMANCE STANDARD REGULATIONS FOR THE NSL PROGRAM. GALA 293275 277451 15824 5398 22827 GOLF OUTING 39410 15075 24335 1500 13550 12492 4422 3 59921 30986 28935 500 19763 8323 6505 392606 323512 69094 2000 33313 26213 33754 95280 -26186 true SCHOLARSHIPS FOR STUDENTS ATTENDING LEWIS 3616 55197878 TUITION DISCOUNTS FOR STUDENTS ATTENDING LEWIS 1765 6008083 SCHEDULE I, PART I, LINE 2 THE OFFICE OF SPONSORED RESEARCH IS REQUIRED TO REVIEW EACH REQUEST FOR PAYMENT PRIOR TO AUTHORIZATION OF PAYMENT TO A VENDOR OR PURCHASE. FOR FINANCIAL AID RELATED GRANTS THE DIRECTOR OF FINANCIAL AID RECEIVES NOTICES OF AWARD AND AWARDS TO THE STUDENT BASED ON THE STIPULATIONS WITHIN THE GRANT. GRANT FUNDS ARE EACH ASSIGNED THEIR OWN FUND CODE TO ENSURE THAT GRANTS FUNDS ARE TRACKED PROPERLY, P.I.'S AND THE OFFICE OF SPONSORED RESEARCH HAVE ACCESS TO REVIEW EXPENDITURES TO ENSURE THAT ONLY APPROPRIATE COSTS HAVE BEEN CHARGED TO THE GRANT. THE OFFICE OF SPONSORED RESEARCH ALSO HAS WRITTEN PRE AND POST AWARD POLICIES AND GUIDELINES RELATED TO THE GRANTS FUNDS. THE OFFICE OF FINANCIAL AID SERVICES AWARDS FINANCIAL AID IN ACCORDANCE WITH THE HIGHER EDUCATION ACT. FEDERAL AND STATE AWARDING GUIDELINES ARE USED IN AWARDING STUDENT'S FINANCIAL AID. STUDENT ACCOUNTS ARE REVIEWED ON A BI-WEEKLY BASIS TO ENSURE THAT ALL STUDENTS ARE CURRENTLY ENROLLED ACCORDING TO APPROPRIATE GUIDELINES. A QUALITY CONTROL CHECK IS IN PLACE IN THAT A FILE AUDIT IS PERFORMED OF A RANDOM SAMPLE OF FILES TO ENSURE THAT PROPER PROCEDURES ARE BEING FOLLOWED. AN ANNUAL AUDIT IS PERFORMED BY AN OUTSIDE COMPANY TO ENSURE THAT THERE ARE NO GROSS VIOLATIONS OF FEDERAL AND STATE REGULATIONS. X true false X X X false false false false false false false false false DR DAVID LIVINGSTON PRESIDENT 406263 0 20016 20909 13728 460916 DR CHRISTOPHER SINDT PROVOST 260155 0 276 13494 13728 287653 TERESA KREJCI VICE PRESIDENT/CFO 187513 0 792 9540 13728 211573 LUIGI AMENDOLA VP FOR UNIVERSITY ADVANCEMENT 207665 0 120 10908 13728 232421 DR LEROY BUTLER CHIEF INFORMATION OFFICER 168596 0 180 9054 13728 191558 RAYMOND KENNELLY CHIEF STRATEGY OFFICER 233908 0 792 11932 6908 253540 CHRISTOPHER WHITE DEAN, COLLEGE OF AVIATION 189234 0 516 9750 13728 213228 BONNIE BONDAVALLILEFT 620 DEAN, COLLEGE ARTS & SCIENCES 253001 0 0 16258 6864 276123 DR LAWRENCE HILL PROFESSOR, ECONOMICS 185248 0 1174 9463 6908 202793 SUSAN MULLER DEAN, COLLEGE OF NURSING 187734 0 792 9700 13728 211954 RYAN BUTT DEAN, COLLEGE OF BUSINESS 198917 0 120 10506 13728 223271 SCHEDULE J, PART I, LINE 1A INCLUDED IN DR. DAVID LIVINGSTON'S TAXABLE COMPENSATION ARE CAR AND HOUSING ALLOWANCES. STIPULATIONS ARE INCLUDED IN DR. LIVINGSTON'S PRESIDENTIAL CONTRACT REGARDING THESE BENEFITS. A VILLAGE OF ROMEOVILLE WILL COUNTY ILLINOIS 366009349 77615NAV6 2015-03-17 42019072 SEE PART IV false false false B VILLAGE OF RMOEOVILLE WILL COUNTY ILLINOIS 366009349 77615NBA1 2018-07-12 41875310 REFUND OF PRIOR ISSUES true false false C VILLAGE OF REMEOVILLE WILL COUNTY ILLINOIS 366009349 2019-06-14 10605000 REFUND OF PRIOR ISSUE false false false A 5910000 0 42062761 0 493213 0 548859 0 0 22500689 18520000 0 2017 true false true true B 11400000 0 41875310 0 0 0 659910 0 0 675400 40540000 0 2018 true false true true C 805000 0 10605000 0 0 0 0 0 0 0 10605000 0 2018 true false true true A false false false false 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true A false false true true false false 0 false 0 true true B false false true true true false 0 false 0 false true C false false true true true false 0 false 0 false true A true B true C true SCHEDULE K, PART IV, ARBITRAGE, LINE 2C (A). Issuer Name: Village of Romeoville, Will County, Illinois Date the Rebate Computation was Performed: 02/28/2019 (A). Issuer Name: Village of Romeoville, Will County, Illinois Date the Rebate Computation was Performed: 01/12/2019 (A). Issuer Name: Village of Romeoville, Will County, Illinois Date the Rebate Computation was Performed: 12/14/2019 Note regarding the rebate computation on 2/28/2019: Since the bond proceeds have been spent and the debt service fund was operated on a bona fide basis, no further rebate calculations are necessary. Note regarding the rebate computations on 1/12/2019 & 12/14/2019: Since the bond proceeds have been spent, a spending exception was met, and the debt service fund was operated on a bona fide basis, no further rebate calculations are necessary. Part I, Line A, column (F) Construct & renovate facility and refund prior issue (4/26/06). X 13 618912 QUOTED MARKET PRICE false true false FORM 990, PART VI, SECTION A, LINE 1A DR. DAVID LIVINGSTON IS A COMPENSATED EMPLOYEE OF THE UNIVERSITY AND THEREFORE IS NON-INDEPENDENT. FORM 990, PART VI, SECTION A, LINE 7B THE UNIVERSITY IS SPONSORED BY THE CHRISTIAN BROTHERS OF THE MIDWEST, INC. PURSUANT TO THE SPONSORSHIP COVENANT SIGNED IN MAY 2021, THE FOLLOWING SIGNIFICANT LEGAL ASPECTS ARE INCORPORATED INTO THE DOCUMENT: 1. BOARD MEMBERSHIP - 5 MEMBERS ARE TO BE CHRISTIAN BROTHERS 2. RESERVED POWERS FOR THE CHRISTIAN BROTHERS REGARDING: (A) TO SELL, TRANSFER, OR ENCUMBER REAL PROPERTY ASSETS OF THE UNIVERSITY (B) TO DISSOLVE THE CORPORATION OR CLOSE THE UNIVERSITY (C) TO MERGE WITH ANOTHER CORPORATION OR EDUCATIONAL ENTITY (D) TO AMEND CERTAIN SECTIONS OF THE BY-LAWS OR THE CORPORATE CHARTER OF THE UNIVERSITY (E) TO CHANGE THE CATHOLIC CHARACTER OR THE CHRISTIAN BROTHERS' SPONSORSHIP OF THE UNIVERSITY (F)TO CHANGE THE REQUIREMENT OF MAINTAINING A PREFERENCE FOR A CHRISTIAN BROTHER AS PRESIDENT OF THE UNIVERSITY PRESUMING THEY ARE EQUALLY OR MORE QUALIFIED THAN OTHER CANDIDATES FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT, LEGAL AND RISK MANAGEMENT COMMITTEE REVIEWS THE DRAFT OF THE 990 DURING THE APPLICABLE COMMITTEE MEETING. THE DOCUMENT IS PROVIDED TO COMMITTEE MEMBERS ONE WEEK PRIOR TO THE DATE OF THE COMMITTEE MEETING. THE DRAFT FORM 990 IS ALSO PROVIDED TO THE FULL BOARD FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST FORMS COMPLETED BY THE BOARD OF TRUSTEE MEMBERS, THE ADMINISTRATION AND OTHERS INVOLVED IN PROVIDING GOODS AND SERVICES FOR THE UNIVERSITY ARE REVIEWED BY PURCHASING AND BUSINESS OFFICE PERSONNEL AS WELL AS SENIOR MANAGEMENT. SEVERAL LEVELS OF REVIEW ARE ESTABLISHED TO DETECT CONFLICT OF INTEREST SITUATIONS BEFORE CONTRACTUAL RELATIONSHIPS ARE ENTERED INTO. IN ADDITION, BOARD OF TRUSTEE CONFLICT OF INTEREST FORMS ARE REVIEWED BY THE AUDIT, LEGAL AND RISK MANAGEMENT COMMITTEE CHAIR. FORM 990, PART VI, SECTION B, LINE 15 The University periodically retains outside firms to conduct various compensation studies. The most recent study to aid in determination of executive compensation for the University President and other Executives was in 2021. The Compensation and Human Resource Committee of the Board of Trustees maintains minutes of its salary deliberations and decisions. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE VICE PRESIDENT/CHIEF FINANCIAL OFFICER. LEWIS UNIVERSITY ENDOWMENT FUND INC 1 UNIVERSITY PARKWAY ROMEOVILLE IL 60446 510183519 DORMANT ORG IL 501(C)3 12 NA false false false false false false false false false false false false false false false false false false false false