MARQUETTE UNIVERSITY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARQUETTE UNIVERSITY (EIN 39-0806251)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-17
- IRS object ID
- 202121379349304637
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T12:31:55-00:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806251 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marquette University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARQ | BusinessNameControlTxt |
| Phone | 4142887933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1881 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532011881 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ian Gonzalez | PersonNm |
| Person Title | Vice President for Finance | PersonTitleTxt |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael R Lovell | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1881 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532011881 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $911,402,805 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.marquette.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1905 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | As a Catholic, Jesuit university our mission is to search for truth, discover share knowledge, foster personal professional excellence, promote a life of faith and develop leadership expressed in service to others. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 7965 | TotalEmployeeCnt |
| Total Volunteers | 663 | TotalVolunteersCnt |
| Total Gross UBI | -$160,297 | TotalGrossUBIAmt |
| PY Contributions Grants | $64,740,341 | PYContributionsGrantsAmt |
| CY Contributions Grants | $83,366,965 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $513,100,659 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $532,848,916 | CYProgramServiceRevenueAmt |
| PY Investment Income | $30,943,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,925,098 | CYInvestmentIncomeAmt |
| PY Other Revenue | $36,462,000 | PYOtherRevenueAmt |
| CY Other Revenue | $31,359,571 | CYOtherRevenueAmt |
| PY Total Revenue | $645,246,000 | PYTotalRevenueAmt |
| CY Total Revenue | $679,500,550 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $174,186,567 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $186,846,074 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $272,989,415 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $274,138,733 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $120,347 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,617,870 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $167,505,018 | PYOtherExpensesAmt |
| CY Other Expenses | $164,671,803 | CYOtherExpensesAmt |
| PY Total Expenses | $614,681,000 | PYTotalExpensesAmt |
| CY Total Expenses | $625,776,957 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $30,565,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $53,723,593 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,517,454,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,675,810,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $390,969,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $532,360,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,126,485,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,143,450,000 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | As a Catholic, Jesuit university our mission is to search for truth, discover share knowledge, foster personal professional excellence, promote a life of faith and develop leadership expressed in service to others. See Schedule O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $310,295,145 | ExpenseAmt |
| Grant | $184,362,145 | GrantAmt |
| Revenue | $463,864,881 | RevenueAmt |
| Desc | Instruction Consistently ranked among the top 100 colleges and universities nationwide, Marquette annually enrolls more than 11,400 students in undergraduate, graduate and professional programs and confers approximately 2,800 degrees annually. Marquette offers 83 undergraduate majors and 72 minors to students in the College of Arts and Sciences, Business Administration, Communication, Education, Engineering, Health Sciences and Nursing. Marquettes graduate and professional programs offer 24 doctoral and 53 masters degree programs, 23 graduate certificate programs, and a School of Dentistry and Law School. The Graduate School of Management has nationally ranked MBA programs as well as specialty masters programs in several business areas. Marquette has Wisconsins only School of Dentistry and one of only two law schools in the state. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $62,937,000 | ExpenseAmt |
| Revenue | $17,339,176 | RevenueAmt |
| Desc | Student Services We know that learning occurs outside, as well as inside, the classroom. Our core values of excellence, faith, leadership and service are fostered through student participation in our residence hall communities and campus organizations, which include academic and professional groups, club and recreational sports, spiritual activities and community service organizations. Marquettes urban location, just blocks from downtown Milwaukee, gives students ample opportunties for internships, co-op experiences and part-time employment. On campus, professionals in theOffice of Student Affairs, Student Health Service, Counseling Center and Campus Ministry, as well as faculty and other staff, help students as they navigate the challenges of young adult life. Marquette also has an Educational Opportunity Program, which provides academic opportunity and support to first-generation college students, students from under-represented groups or ethnicities and students from low-income families. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $64,497,000 | ExpenseAmt |
| Revenue | $2,210,776 | RevenueAmt |
| Desc | Academic Support and Library All Marquette undergraduates receive a strong liberal arts foundation through the universitys Core of Common Studies, which includes courses in nine core knowledge areas. Curriculum development is an ongoing process, with faculty support available through the Center for Teaching and Learning and various departmental resources. Programs for faculty development include curriculum enhancement and diversity grants, teaching enhancement wards, fellowship awards for research, young scholar awards and summer faculty fellowships. The Preparing Future Faculty Program encourages the development of graduate students for the multiple roles they will face as faculty members. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $129,625,000 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $79,209,799 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $567,354,145 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1393 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7965 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dennis J Butler | PersonNm |
| Phone | 4142887933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1881 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532011881 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Mr Steven M Wojciechowski | |||||||||
| Mens Basketball Head Coach | 040.00 | Yes (X) | $3,191,293 | $0 | $0 | ||||
| Dr Michael R Lovell | |||||||||
| President | 040.00 | $874,573 | $0 | $0 | Yes (X) | Yes (X) | |||
| Ms Megan Duffy | |||||||||
| Womens Basketball Head Coach | 040.00 | Yes (X) | $603,064 | $0 | $0 | ||||
| Mr William G Scholl | |||||||||
| VP Director Athletics | 040.00 | Yes (X) | $489,873 | $0 | $0 | ||||
| Mr Stanton Johnson | |||||||||
| Mens Basketball Associate Head Coach | 040.00 | Yes (X) | $451,193 | $0 | $0 | ||||
| Mr David D Lawlor | |||||||||
| Former Officer | $444,399 | $0 | $0 | Yes (X) | |||||
| Mr Joseph D Kearney | |||||||||
| Dean Law School | 040.00 | Yes (X) | $438,244 | $0 | $0 | ||||
| Mr Joel S Pogodzinski | |||||||||
| Treasurer | 040.00 | $420,514 | $0 | $0 | Yes (X) | ||||
| Dr James K Ah Yun | |||||||||
| Vice President | 040.00 | $332,750 | $0 | $0 | Yes (X) | ||||
| Dr Kristina M Ropella | |||||||||
| Dean Engineering | 040.00 | $320,812 | $0 | $0 | Yes (X) | ||||
| Mr Sean Gissal | |||||||||
| Chief Investment Officer | 040.00 | $297,448 | $0 | $0 | Yes (X) | ||||
| Ms Cynthia M Bauer | |||||||||
| Assistant Secretary | 040.00 | $294,145 | $0 | $0 | Yes (X) | ||||
| Dr Janet Wessel Krejci | |||||||||
| Dean Nursing | 040.00 | $283,357 | $0 | $0 | Yes (X) | ||||
| Dr William E Cullinan | |||||||||
| Dean Health Sciences | 040.00 | $269,037 | $0 | $0 | Yes (X) | ||||
| Mr Steven W Frieder | |||||||||
| Secretary | 040.00 | $157,400 | $0 | $0 | Yes (X) | ||||
| Mr Ian Gonzalez | |||||||||
| Assistant Treasurer | 040.00 | $46,211 | $0 | $0 | Yes (X) | ||||
| Mr Todd A Adams | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Ms Joanna M Bauza | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Mr Tim M Bergstrom | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Mr Robert J Eck | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Hon Janine P Geske | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Mr Jon D Hammes | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Ms Nancy Hernandez | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Rev Thomas A Lawler SJ | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Mr Patrick S Lawton | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Rev Brian F Linnane SJ | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Mr Vincent P Lyles | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Mr Raymond J Manista | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Rev Patrick McGrath SJ | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Ms Kelly McShane | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Mr Micky S Minhas | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Rev Thomas W Neitzke SJ | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Janis M Orlowski MD MACP | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Rev Michael Rozier SJ | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Ms Amy Ford Souders | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Mr Owen J Sullivan | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Mr Christoper J Swift | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Ms Margaret M Troy | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Mr Joseph A Walicki | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Mr Thomas H Werner | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Hon James A Wynn Jr | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Rev Michael A Zampelli SJ | |||||||||
| Trustee | 001.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,914,313 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 467 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| C D Smith Construction Inc | |||||
| 889 E Johnson Street | Fond du Lac | WI | 54935 | Construction Services | $17,190,277 |
| Sodexo Inc & Affiliates | |||||
| 1926 W Wisconsin Avenue Suite 250 | Milwaukee | WI | 53233 | Food Services | $15,803,245 |
| HSRE Core Holding I LLC | |||||
| 444 W Lake Street Suite 2100 | Chicago | IL | 60606 | Student Housing | $3,684,739 |
| Gilbane Smith | |||||
| 101 W Pleasant Street Suite 104 | Milwaukee | WI | 53212 | Construction Services | $2,703,241 |
| ORBIS Education Services LLC | |||||
| 301 Pennsylvania Parkway Suite 400 | Indianapolis | IN | 46280 | Professional Fees | $2,583,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 88 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $263,520 | FundraisingAmt |
| Government Grants | $11,992,517 | GovernmentGrantsAmt |
| All Other Contributions | $71,110,928 | AllOtherContributionsAmt |
| Noncash Contributions | $14,312,469 | NoncashContributionsAmt |
| Total Contributions | $83,366,965 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition and Fees | 611710 | $455,476,881 | $455,476,881 | |
| Sales by Educational Departments | 611710 | $8,388,000 | $8,388,000 | |
| Auxilliary Departments | 611710 | $46,949,000 | $46,582,474 | $366,526 |
| Fees/Contracts with Governmental Agencies | 900099 | $22,035,035 | $22,035,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $532,848,916 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,772,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$526,823 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,298,823 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,098 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,098 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,324 | TotalRevenueColumnAmt |
| Exclusion | $9,324 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,524,399 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,042,297 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $482,102 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $482,102 | TotalRevenueColumnAmt |
| Exclusion | $482,102 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $259,626,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $229,480,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $30,146,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,146,000 | TotalRevenueColumnAmt |
| Exclusion | $30,146,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $111,292 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $263,520 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $111,292 | FundraisingDirectExpensesAmt |
| Gross Sales Of Inventory | $2,368,193 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,268,666 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,099,527 | TotalRevenueColumnAmt |
| Exclusion | $1,099,527 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Student Services | 900099 | $17,339,176 | $17,339,176 |
| Educational Programs | 900099 | $2,210,776 | $2,210,776 |
| Restricted Funded Depreciation | 900099 | $6,846,584 | $6,846,584 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,372,082 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,372,082 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $29,768,618 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $679,500,550 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $562,258,106 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$160,297 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,035,776 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,483,937 | TotalAmt |
| Program Services | $2,483,937 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,807,091 | TotalAmt |
| Program Services | $182,807,091 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,555,046 | TotalAmt |
| Program Services | $1,555,046 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,296,247 | TotalAmt |
| Program Services | $873,206 | ProgramServicesAmt |
| Management And General | $2,423,041 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,399 | TotalAmt |
| Management And General | $444,399 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,674,613 | TotalAmt |
| Program Services | $179,489,179 | ProgramServicesAmt |
| Management And General | $20,324,532 | ManagementAndGeneralAmt |
| Fundraising | $8,860,902 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,782,581 | TotalAmt |
| Program Services | $8,712,562 | ProgramServicesAmt |
| Management And General | $3,419,095 | ManagementAndGeneralAmt |
| Fundraising | $650,924 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,525,076 | TotalAmt |
| Program Services | $32,236,653 | ProgramServicesAmt |
| Management And General | $2,161,332 | ManagementAndGeneralAmt |
| Fundraising | $1,127,091 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,415,817 | TotalAmt |
| Program Services | $10,446,530 | ProgramServicesAmt |
| Management And General | $2,353,434 | ManagementAndGeneralAmt |
| Fundraising | $615,853 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,844 | TotalAmt |
| Program Services | $101,997 | ProgramServicesAmt |
| Management And General | $211,847 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,507 | TotalAmt |
| Management And General | $397,507 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,347 | TotalAmt |
| Fundraising | $120,347 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,001,295 | TotalAmt |
| Program Services | $10,137,944 | ProgramServicesAmt |
| Management And General | $1,849,673 | ManagementAndGeneralAmt |
| Fundraising | $13,678 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,310,730 | TotalAmt |
| Program Services | $2,024,929 | ProgramServicesAmt |
| Management And General | $254,519 | ManagementAndGeneralAmt |
| Fundraising | $31,281 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,919,120 | TotalAmt |
| Program Services | $40,765,720 | ProgramServicesAmt |
| Management And General | $99,894 | ManagementAndGeneralAmt |
| Fundraising | $53,505 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,551,099 | TotalAmt |
| Program Services | $4,798,404 | ProgramServicesAmt |
| Management And General | $3,752,645 | ManagementAndGeneralAmt |
| Fundraising | $50 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,364,086 | TotalAmt |
| Program Services | $13,970,204 | ProgramServicesAmt |
| Management And General | $1,393,817 | ManagementAndGeneralAmt |
| Fundraising | $65 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,097,880 | TotalAmt |
| Program Services | $10,305,297 | ProgramServicesAmt |
| Management And General | $707,493 | ManagementAndGeneralAmt |
| Fundraising | $85,089 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $815,663 | TotalAmt |
| Program Services | $725,120 | ProgramServicesAmt |
| Management And General | $90,519 | ManagementAndGeneralAmt |
| Fundraising | $25 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,497,793 | TotalAmt |
| Program Services | $6,525,937 | ProgramServicesAmt |
| Management And General | $1,971,856 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,243,000 | TotalAmt |
| Program Services | $38,284,600 | ProgramServicesAmt |
| Management And General | $2,958,400 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,167,502 | TotalAmt |
| Program Services | $4,167,502 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Equipment and Maintenance | $17,097,239 | $15,856,774 | $1,183,067 | $57,398 |
| Printing and Publications | $1,061,979 | $766,704 | $295,275 | |
| Postage and Shipping | $712,396 | $318,809 | $391,925 | $1,662 |
| UBIT | $120,670 | $120,670 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,776,957 | TotalAmt |
| Program Services | $567,354,145 | ProgramServicesAmt |
| Management And General | $46,804,940 | ManagementAndGeneralAmt |
| Fundraising | $11,617,870 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,204,000 | BOYAmt |
| EOY | $211,224,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,707,000 | BOYAmt |
| EOY | $54,706,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,140,833 | BOYAmt |
| EOY | $12,761,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $729,167 | BOYAmt |
| EOY | $625,000 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,615,000 | BOYAmt |
| EOY | $30,652,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,148 | BOYAmt |
| EOY | $656,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,226,000 | BOYAmt |
| EOY | $2,983,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,224,438,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $583,468,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,191,000 | BOYAmt |
| EOY | $640,970,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,944,000 | BOYAmt |
| EOY | $344,037,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,164,000 | BOYAmt |
| EOY | $367,786,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,966,852 | BOYAmt |
| EOY | $9,410,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,517,454,000 | BOYAmt |
| EOY | $1,675,810,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,745,000 | BOYAmt |
| EOY | $69,538,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,026,000 | BOYAmt |
| EOY | $36,286,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,020,000 | BOYAmt |
| EOY | $224,925,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $150,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,178,000 | BOYAmt |
| EOY | $51,611,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,969,000 | BOYAmt |
| EOY | $532,360,000 | 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 | $416,803,000 | BOYAmt |
| EOY | $407,836,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,682,000 | BOYAmt |
| EOY | $735,614,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,126,485,000 | BOYAmt |
| EOY | $1,143,450,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,517,454,000 | BOYAmt |
| EOY | $1,675,810,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $53,723,593 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$10,352,800 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$26,405,793 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $57,715 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $57,715 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | III-B 1a, 1b 1g | FormAndLineReferenceDesc |
| Explanation | Marquette University employs staff who perform some lobbying activities as part of their job responsibilities. These same employees and senior leadership may have direct contact with legislators, their staffs and government officials. Marquette University pays membership dues to other organizations per the membership invoices. Some of these organizations may lobby on behalf of the membership. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $705,476,000 | BeginningYearBalanceAmt |
| Contributions | $34,533,000 | ContributionsAmt |
| Investment Earnings Or Losses | $5,706,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,252,469 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,657,531 | OtherExpendituresAmt |
| End Year Balance | $715,805,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $678,408,000 | BeginningYearBalanceAmt |
| Contributions | $20,893,000 | ContributionsAmt |
| Investment Earnings Or Losses | $34,334,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,055,232 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,103,768 | OtherExpendituresAmt |
| End Year Balance | $705,476,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $647,227,000 | BeginningYearBalanceAmt |
| Contributions | $21,470,000 | ContributionsAmt |
| Investment Earnings Or Losses | $36,740,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,914,467 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,114,533 | OtherExpendituresAmt |
| End Year Balance | $678,408,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $582,489,000 | BeginningYearBalanceAmt |
| Contributions | $22,502,000 | ContributionsAmt |
| Investment Earnings Or Losses | $67,398,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,174,780 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,987,220 | OtherExpendituresAmt |
| End Year Balance | $647,227,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $580,950,000 | BeginningYearBalanceAmt |
| Contributions | $28,928,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,149,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,441,176 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,798,824 | OtherExpendituresAmt |
| End Year Balance | $582,489,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.83000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,646,000 | OtherCostOrOtherBasisAmt |
| Book Value | $50,276,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $830,505,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $349,091,500 | DepreciationAmt |
| Book Value | $481,414,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $166,319,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $129,946,500 | DepreciationAmt |
| Book Value | $36,372,500 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $165,967,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,060,000 | DepreciationAmt |
| Book Value | $72,907,500 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $640,970,000 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $3,561,000 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Financial derivatives and other financial products | $3,561,000 | F |
| Closely-held equity interests | ||
| Alternative Investments | $346,149,000 | F |
| Real Estate Limited Partnerships | $18,076,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $367,786,000 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Payable Under Securities Lending Agreement | $9,512,000 |
| Payable to Beneficiaries Under Split-Interest Agreements | $1,832,000 |
| Refundable Federal Loan Grants | $35,742,500 |
| Postretirement Benefits Payable | $4,524,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $51,611,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $495,139,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$10,352,800 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$10,352,800 | RevenueNotReportedAmt |
| Revenue Subtotal | $505,491,800 | RevenueSubtotalAmt |
| Other Revenues Not Included | $174,008,750 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $174,008,750 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $679,500,550 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $441,415,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $441,415,000 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $184,361,957 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $184,361,957 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $625,776,957 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| III 1a | The university has various collections of fine arts and rare books in museums, libraries and on loan. The university does not assign or record a value to art works and other collections received as gifts or purchased with contributions restricted for that purpose. Valuations for some collections are updated periodically, and as such,the total value of all fine arts may vary with apapraisals and/or auction prices. Accordingly, the value of fine art and other collections has been excluded from the statements of financial position. Proceeds, if any, from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. The art and other collections are subject to a requirement that proceeds from their sales be used to acquire other items for collections. Fine arts are included in insurance coverage for the university property and a separate policy is also secured for fine art of high value and where appraised values are listed. As of June 30, 2020, the specific policy covering high valued works provides for insured coverage of 100,000,000 aggregate limit subject to policy sublimits, including 3,000,000 for Joan of Arc Chapel for any one loss or one occurence and includes some appraised items from the library collections. |
| III 4 | The Haggerty Museum serves as a laboratory for learning focused on visual arts by collecting, exhibiting and interpreting works of art in the context of Marquette University and the City of Milwaukee. The Museums exhibitions and educational programs are designed to contribute to transformational life-long learning and enjoyment of the arts. |
| V 4 | Endowment earnings are used for student scholarships, academic program support and general operations. |
| X 2 | The University is exempt from federal income tax under Section 501c3 ofthe Internal Revenue Code and Section 71.261a of the Wisconsin statutes and is generally not subject to federal and state income taxes. However, the University is subject to income taxes on any income that is derived from a trade or business regularly carried on, and not in furtherance of the purposes for which it was granted exemption. |
| X 2 | The University has adopted FASB ASC Subtopic 740, Income Taxes, related to accounting for uncertainty in income taxes, which prescribes a recognition threshold and measurement of a tax position taken or expected to be taken in a tax return. The interpretation requires that the entity account for and disclose in the financial statements the impact of a tax position if that position will more likely than not be sustained upon examination based on the technical merits of the position. The University has evaluated the financial statement impact of tax positions taken or expected to be taken and determined it has no uncertain tax position that would require tax assets or liabilities to be recorded in accordance with accounting guidance at June 30, 2020 or 2019. |
| X 2 | As of June 30, 2020, the University has a federal tax credit carryforward of 3,086,000, which expires between fiscal years 2034 and 2038. |
| XI 4b | 184,362,000 tuition discounts, 17,696,000 of endowment income more than designated for current operations. |
| XII 4b | 184,362,000 tuition discount. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 6a | FormAndLineReferenceDesc |
| Explanation | The university receives a variety of federal and state grants. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| East Asia and the Pacific | Program Services | International Education | $230,612 | ||
| Europe Including Iceland and Greenland | Program Services | International Education | $1,168,313 | ||
| South America | Program Services | International Education | $13,300 | ||
| Sub-Saharan Africa | Program Services | International Education | $509,605 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $1,921,830 | SubtotalSpentAmt |
| Total Spent | $1,921,830 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Scholarship | East Asia and the Pacific | 26 | $230,612 | Cash / Wire | FMV |
| Scholarship | Europe Including Iceland and Greenland | 121 | $1,168,313 | Cash / Wire | FMV |
| Scholarship | South America | 1 | $13,300 | Cash / Wire | FMV |
| Scholarship | Sub-Saharan Africa | 29 | $142,821 | Cash / Wire | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | Students receive aid that is applied toward the tuition expenses for courses taken in the study abroad programs. At the completion of the course, the participating institutions send to Marquette a transcript for each student. The Registrars Office at Marquette certifies the transcripts, then sends them to the Office of International Education or the College of Business Administration dependent on program for further review and evaluation. After this review they are returned to the Registrars Office and course credit, if applicable, is applied to the student records. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donald A Campbell & Company | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One East Wacker Drive Suite 2100 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Campaign Counsel | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $120,347 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $120,347 | TotalRetainedByContractorsAmt |
| All States | All States | AllStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Blue and Gold | Event1Nm |
| Gross Receipts Event1 | $315,662 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $230,308 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $85,354 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $85,354 | FoodAndBeverageEvent1Amt |
| Event2 | PILS | Event2Nm |
| Gross Receipts Event2 | $59,150 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $33,212 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $25,938 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $25,938 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $374,812 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $263,520 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $111,292 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $111,292 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $111,292 | DirectExpenseSummaryEventsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2b | FormAndLineReferenceDesc |
| Explanation | A portion of the university presidents duties consist of fundraising. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alzheimer's Association | |||||||||||
| 620 S 76th Street Suite 160 | Milwaukee | WI | 53214 | 391350965 | 501 c3 | $163,242 | Other | ||||
| Aurora Health Care | |||||||||||
| PO Box 341880 | Milwaukee | WI | 532341880 | 391442285 | 501 c3 | $51,668 | Other | ||||
| Aurora Health Care | |||||||||||
| PO Box 341880 | Milwaukee | WI | 532341880 | 391442285 | 501 c3 | $104,411 | Research | ||||
| Ball State University | |||||||||||
| 2000 W University Avenue Muncie | Muncie | IN | 47306 | 356000221 | State of IN | $22,990 | Research | ||||
| Board of Regents-University of WI System-Madison | |||||||||||
| GAR Acct-ORSP Drawer 538 | Milwaukee | WI | 532780538 | 396006492 | State of WI | $18,817 | Other | ||||
| Board of Regents-University of WI System-Madison | |||||||||||
| GAR Acct-ORSP Drawer 538 | Milwaukee | WI | 532780538 | 396006492 | State of WI | $52,971 | Research | ||||
| Board of Regents-University of WI System-Milwaukee | |||||||||||
| PO Box 500 | Milwaukee | WI | 53201 | 396006492 | State of WI | $28,879 | Research | ||||
| Capitalism 20 Incorporated | |||||||||||
| 1623 Jackson Street Apt 402 | Milwaukee | WI | 53202 | 842969027 | $25,000 | Other | |||||
| Children's Hospital of Wisconsin | |||||||||||
| PO Box 1997 Mail Stop 900 | Milwaukee | WI | 53201 | 390812532 | 501c3 | $10,174 | Research | ||||
| Colorado School of Mines | |||||||||||
| PO Box 911911 | Denver | CO | 802911911 | 846000551 | State of CO | $37,416 | Research | ||||
| Council for Jewish Elderly | |||||||||||
| 3003 West Touhy Avenue | Chicago | IL | 60645 | 362727597 | 501 c3 | $6,000 | Research | ||||
| Indiana University | |||||||||||
| Dept 78867 Box 78000 | Detroit | MI | 482780896 | 356001673 | 501 c3 | $160,890 | Research | ||||
| Kent State University | |||||||||||
| AR 210635-13302 | Kent | OH | 442420001 | 316402079 | State of OH | $15,966 | Research | ||||
| Lutheran Social Services | |||||||||||
| 647 W Virginia Street | Milwaukee | WI | 532041535 | 390816846 | 501c3 | $233,133 | Other | ||||
| Medical College of Wisconsin | |||||||||||
| 8701 Watertown Plank Road Box 26509 | Milwaukee | WI | 532260509 | 390806261 | 501 c3 | $111,406 | Other | ||||
| Medical College of Wisconsin | |||||||||||
| 8701 Watertown Plank Road Box 26509 | Milwaukee | WI | 532260509 | 390806261 | 501 c3 | $599,993 | Research | ||||
| Milwaukee Public Schools | |||||||||||
| PO Box 2181 | Milwaukee | WI | 532019768 | 396003457 | City of Milwaukee | $26,347 | Research | ||||
| Near West Side Partners | |||||||||||
| 624 N 24th Street | Milwaukee | WI | 53233 | 472708769 | 501 c3 | $134,937 | Other | ||||
| Near West Side Partners | |||||||||||
| 624 N 24th Street | Milwaukee | WI | 53233 | 472708769 | 501 c3 | $30,583 | Research | ||||
| Next Door Foundation | |||||||||||
| 2545 N 29th Street | Milwaukee | WI | 53210 | 391162969 | 501 c3 | $10,125 | Other | ||||
| Oglethorpe University Inc | |||||||||||
| 4484 Peachtree Road NE | Atlanta | GA | 30319 | 580568698 | 501 c3 | $18,576 | Research | ||||
| Purdue University | |||||||||||
| 23510 Network Place | Chicago | IL | 606731235 | 356002041 | State of IN | $9,569 | Research | ||||
| Stanford University | |||||||||||
| Stanford Univ Lockbox PO 44253 | San Francisco | CA | 941444253 | 941156365 | 501 c3 | $28,974 | Research | ||||
| Telepsychiatry Research and Innovation Network Limited | |||||||||||
| $39,732 | Research | 7-34-C 6th Flr E Plaza Sonargaon Rd | Dhaka | BG | 1205 | ||||||
| United Community Center | |||||||||||
| 1028 S 9th Street | Milwaukee | WI | 53204 | 391146191 | 501 c3 | $52,703 | Research | ||||
| United States Dept of Agriculture | |||||||||||
| Collections PO Box 979099 | St Louis | MO | 631799000 | 977735986 | Federal | $29,563 | Research | ||||
| University of Chicago | |||||||||||
| UChicago Argonne LLC PO Box 87916 | Carol Stream | IL | 60188 | 362177139 | State of IL | $113,903 | Research | ||||
| University of Florida | |||||||||||
| PO Box 113001 | Gainsville | FL | 32611 | 596002052 | 501 c3 | $37,379 | Research | ||||
| University of Kentucky | |||||||||||
| Research Foundation PO Box 93113 | Cleveland | OH | 44193 | 616001218 | Commonweath KY | $33,237 | Research | ||||
| University of Miami | |||||||||||
| PO Box 405803 | Atlanta | GA | 303845803 | 590624458 | 501 c3 | $71,081 | Research | ||||
| Varian Medical Systems | |||||||||||
| Department 93780 | Chicago | IL | 60673 | 942359345 | $204,272 | Research | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Undergraduate Competitive Scholarships | 7874 | $136,137,539 |
| Undergraduate Noncompetitive Scholarships | 747 | $13,753,005 |
| Financial Aid for Room and Board | 3338 | $17,035,362 |
| Graduate Scholarships | 1446 | $15,881,185 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|---|
| Dr Michael R Lovell | ||||||
| President | $670,498 | $204,075 | $22,400 | $64,307 | $961,280 | |
| Dr James K Ah Yun | ||||||
| Vice President | $332,750 | $20,402 | $14,548 | $367,700 | ||
| Mr Joel S Pogodzinski | ||||||
| Treasurer | $420,514 | $10,119 | $52,167 | $482,800 | ||
| Mr Steven W Frieder | ||||||
| Secretary | $157,400 | $12,896 | $18,059 | $188,355 | ||
| Ms Cynthia M Bauer | ||||||
| Assistant Secretary | $294,145 | $22,400 | $29,948 | $346,493 | ||
| Dr Kristina M Ropella | ||||||
| Dean Engineering | $278,614 | $16,800 | $33,623 | $371,235 | $42,198 | |
| Dr Janet Wessel Krejci | ||||||
| Dean Nursing | $246,086 | $20,126 | $29,791 | $333,274 | $37,271 | |
| Dr William E Cullinan | ||||||
| Dean Health Sciences | $269,037 | $21,300 | $53,397 | $343,734 | ||
| Mr Sean Gissal | ||||||
| Chief Investment Officer | $297,448 | $22,400 | $58,069 | $377,917 | ||
| Mr Steven M Wojciechowski | ||||||
| Mens Basketball Head Coach | $2,588,293 | $12,000 | $22,400 | $75,245 | $3,288,938 | $591,000 |
| Ms Megan Duffy | ||||||
| Womens Basketball Head Coach | $270,534 | $325,530 | $12,667 | $20,929 | $636,660 | $7,000 |
| Mr William G Scholl | ||||||
| VP Director Athletics | $407,873 | $9,000 | $22,400 | $32,882 | $545,155 | $73,000 |
| Mr Stanton Johnson | ||||||
| Mens Basketball Associate Head Coach | $356,693 | $8,400 | $22,400 | $35,513 | $509,106 | $86,100 |
| Mr Joseph D Kearney | ||||||
| Dean Law School | $380,580 | $22,400 | $35,205 | $495,849 | $57,664 | |
| Mr David D Lawlor | ||||||
| Former Officer | $444,399 | $11,457 | $29,739 | $485,595 | ||
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 1a | First class or charter travel is offered on a limited basis. Travel for companions is offered on a limited basis. |
| Part I Line 1a | Tax indemnification and gross-up payments are offered to university employees on a limited basis. |
| Part I Line 1a | Health and social club fees or initiation fees are offered on a limited basis. |
| Part II Line 6,7 | Bonus for achieving fund raising goals are awarded on a limited basis. |
| Part II Line 10-13 | Athletic personnel receive bonuses and other reportable compensation per contract. |
| Part II Line 15 | David D Lawlor received a severance payment. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WHEFA 2019 | ||||||||
| A | 391337855 | 97712D2S4 | 2019-10-22 | $52,142,669 | Construction project | false | false | false |
| WHEFA 2016 | ||||||||
| B | 391337855 | 97712DTG1 | 2016-10-18 | $96,989,222 | Various construction projects | false | false | false |
| WHEFA 2012 | ||||||||
| C | 391337855 | 97710B5G3 | 2012-10-01 | $96,596,215 | Various construction projects | false | false | false |
| WHEFA2011A | ||||||||
| D | 391337855 | 97710BD90 | 2011-02-17 | $27,669,462 | Various construction projects | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Refunding Taxable BondsRefundingTaxableBondsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $52,142,669 | $36,684,020 | $458,649 | $15,000,000 | $17,582 | 2020 | Yes (true) | false | Yes (true) | ||
| B | $96,989,222 | $41,791,398 | $749,787 | $48,487,332 | 2018 | Yes (true) | Yes (true) | Yes (true) | $3,275,000 | false | |
| C | $96,596,215 | $50,844,219 | $751,996 | $45,000,000 | 2016 | Yes (true) | Yes (true) | Yes (true) | $12,310,000 | false | |
| D | $27,669,462 | $27,332,365 | $337,097 | 2011 | Yes (true) | Yes (true) | Yes (true) | $24,370,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00880 | 0.01610 | 0.02490 | false | false | Yes (true) | |
| B | false | false | Yes (true) | false | 0.00770 | 0.02240 | 0.03010 | false | false | Yes (true) | false |
| C | false | false | Yes (true) | false | 0.00780 | 0.00210 | 0.00990 | false | Yes (true) | false | |
| D | false | false | Yes (true) | false | 0.01220 | 0.01220 | false | false | Yes (true) | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Michael R Lovell | PersonNm |
| Relationship With Org | President | RelationshipWithOrgTxt |
| Loan Purpose | Retention | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $1,250,000 | OriginalPrincipalAmt |
| Balance Due | $625,000 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $625,000 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Cash GrantCashGrantAmt | Assistance PurposeAssistancePurposeTxt |
|---|---|
| Various | |
| $91,100 | Tuition Remission |
| Various | |
| $59,100 | Merit Based Scholarship |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Mr Patrick S Lawton | |||
| Marquette Trustee | $603,762 | Debt Underwriter | false |
| Mr Raymond J Manista | |||
| Marquette Trustee | $497,529 | Insurance | false |
| Mr Tim M Bergstrom | |||
| Marquette Trustee | $258,404 | Automotive Purchases | false |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV Line 1b | Managing Director of Fixed Income Capital Markets Robert W. Baird Co. Inc. |
| Part IV Line 2b | Executive Vice President - Chief Legal Officer, Chief Compliance Officer and Secretary Northwestern Mutual |
| Part IV Line 3b | President and Chief Operating Officer Bergstrom Automotive |
| Part IV Line 1-3 | All transactions with related parties are at arms length and in the normal course of university business. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 288 | ContributionCnt |
| Noncash Contributions Rpt F990 | $14,157,129 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | See Part II | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,363 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Value of Donated Property | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Auction | 440 | $83,375 | Value of Donated Property |
| Yes (X) | Equipment | 2 | $25,156 | Value of Donated Property |
| Yes (X) | Video / Production | 1 | $9,975 | Value of Donated Property |
| Yes (X) | Other | 23 | $24,471 | Value of Donated Property |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 9 | FormAndLineReferenceDesc |
| Explanation | The average of the high and low trading price for the security is calculated as of the day of donation. This average is multiplied by the number of shares received, yielding the value of the gift. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | Marquette University is a Catholic, Jesuit university dedicated to serving God by serving our students and contributing to the advancement of knowledge. Our mission, therefore, is the search for truth, the discovery and sharing of knowledge, the fostering of personal and professional excellence, the promotion of a life of faith, and the development of leadership expressed in service to others. All this we pursue for the greater glory of God and the common benefit of the human community. |
| Form 990, Part III, Line 1 | Exellence Our students, whether traditional or non-traditional, undergraduate, graduate or professional, come to Marquette University to share our commitment to the pursuit of excellence in all things as a lifelong endeavor. They come to join a community whose members, faculty, staff, students, trustees, alumni and friends alike, believe that education must encompass the whole person spiritual and moral as well as intellectual, the heart as well as the mind. And they come seeking the educational, professional and cultural advantages of a university located in the heart of the city. We, in turn, take seriously our responsibility to foster and support excellence in teaching and research, to keep a Marquette education accessible to a diverse population of students, and to offer personal attention and care to each member of the Marquette community. |
| Form 990, Part III, Line 1 | As a Catholic university, we are committed to the unfettered pursuit of truth under the mutually illuminating powers of human intelligence and Christian faith. Our Catholic identity is expressed in our choices of curricula, our sponsorship of programs and activities devoted to the cultivation of our religious character, our ecumenical outlook, and our support of Catholic beliefs and values. Preciselybecause Catholicism at its best seeks to be inclusive, we are open to all who share our mission and seek the truth about God and the world, and we are firmly committed to academic freedom as the necessary precondition for that search. We welcome and benefit enormously from the diversity of seekers within our ranks, even as we freely choose and celebrate our own Catholic identity. |
| Form 990, Part III, Line 1 | Leadership As a Jesuit university, Marquette embodies the intellectual and religious traditions of the Society of Jesus. Through an academically rigorous, values-centered curriculum, our students receive a firm grounding in the liberal arts, preparation for work in a world of increasing complexity and diversity, and formation for life as ethical and informed leaders in their religious, cultural, professional and civic communities. They work with and learn from faculty who are true teacher-scholars, whose research not only advances the sum of human knowledge, but also informs their teaching, and whose commitment to students is fundamental to their intellectual and professional lives. |
| Form 990, Part III, Line 1 | Service Through both our academic and co-curricular programs, Marquette strives to develop men and women who will dedicate their lives to the service of others, actively entering into the struggle for a more just society. We expect all members of the Marquette community, whatever their faith traditions, to give concrete expression to their beliefs by giving of themselves in service to those in need. |
| Form 990, Part III, Line 1 | Marquette University Guiding Values In accordance with the Catholic, Jesuit mission and vision of Marquette University, we hold that all people and things are created to praise, reverence and serve God in our community and throughout the world, and thus every aspect of the universitys lifeblood and work holds this principle and foundation as its beginning and end. Therefore, we will enact the following values and behaviors in our lives and our work to serve the greater glory of God. |
| Form 990, Part III, Line 1 | Pledge personal and holistic development of students as your primary institutional vocation Pursue academic excellence and educate students who are men and women for and with others throughout the world Embody a spirit of interdisciplinary curiosity, research, innovation, entrepreneurship and application to change and improve ourselves, our community and our world Nurture an inclusive, diverse community that fosters new opportunties, partnerships, collaboration and vigorous yet respectful debate Live as servent leaders with a committment to the Jesuit tradition and Catholic social teaching for all people, beliefs and faith traditions Create bold, ambitious plans enacted with agility, authentic accountability and a commitment to the greater good. |
| Form 990, Part III, Line 4d | Program Service Expenses 129,625,000, Grants and allocations 0, Revenue 79,209,799 Auxiliary Enterprises Expenses 50,445,000, Grants and Allocations0, Revenue 46,949,000 Research-Expenses 45,487,000, Grants and Allocations 0, Revenue 32,260,799 Public Service 5,811,000, Grants and Allocations 0, Revenue 0. |
| Form 990, Part IV, Section A, Line 2 | Some trustees serve on the same boards for other non-profit entities. |
| Form 990, Part IV, Section B, Line 11b | The governance, compensation, related parties and bond sections of the Form 990 were reviewed by the Finance and Risk committee in February 2021. The completed Form 990 was reviewed by the corporate officers in April 2021. Complete copies of the Form 990 were then provided to the Board of Trustees in May 2021. The Finance and Risk committee reviewed the completed Form 990 at the May 2021 meeting. The chair of that committee presented the form to the Full Board of Trustees at the May 2021 meeting. |
| Form 990, Part IV, Section B, Line 12c | Trustees and employees are required annually to disclose possible material interests and affiliations |
| Form 990, Part IV, Section B, Line 15a, 15b | The Executive committee of the Board of Trustees utilizes the following in determining officer and key employee salary increases input from an independent compensation consultant, information reported on Form 990s from comparable universities, employment contracts, performance evaluations and higher education compensation surveys. |
| Form 990, Part IV, Section C, Line 19 | Governing documents, conflict of interest policy and financial statements are available upon request. |
| Form 990, Part VII, Section A, Line 2 | The university annually pays Jesuit Community at Marquette University, Inc. amounts based on their ongoing relationship, including the service of Jesuits as faculty and staff. |
| Form 990, Part XI, Line 9 | Other changes in net assets consists of adjustments to allowance for uncollectible pledges and other changes. |