ST LOUIS UNIVERSITY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ST LOUIS UNIVERSITY (EIN 43-0654872)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-14
- IRS object ID
- 202021969349304267
- Schema version
- 2018v3.3
- 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 I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T15:17:33-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 West Nationwide Blvd Ste 500 | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432152568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430654872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LOUIS UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Fred Winkler | InCareOfNm |
| Business Name Control | STLO | BusinessNameControlTxt |
| Phone | 3149772401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 NORTH GRAND BOULEVARD | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631032006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HEIMBURGER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3149773139 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mollie P Longhouse | PreparerPersonNm |
| PTIN | P00294881 | PTIN |
| Phone | 6142492300 | PhoneNum |
| Preparation | 2020-07-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.206.0.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 31017320201955000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F60E820B979E0B514090C1BCB3CD786913E8568C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3D28BA256C41BFA615F16B45A305BCA0B02836B9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FRED PESTELLO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 NORTH GRAND BOULEVARD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631032006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,870,409,311 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SLU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1818 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | TO SEEK EXCELLENCE IN TEACHING, RESEARCH, HEALTH CARE, AND SERVICE TO THE COMMUNITY AS GUIDED BY THE SPIRITUAL AND INTELLECTUAL IDEALS OF THE SOCIETY OF JESUS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 9978 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | -$2,133,421 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $96,217,601 | PYContributionsGrantsAmt |
| CY Contributions Grants | $106,545,786 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $813,034,979 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $834,602,501 | CYProgramServiceRevenueAmt |
| PY Investment Income | $101,457,084 | PYInvestmentIncomeAmt |
| CY Investment Income | $142,243,642 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,101,181 | PYOtherRevenueAmt |
| CY Other Revenue | $11,637,849 | CYOtherRevenueAmt |
| PY Total Revenue | $1,029,810,845 | PYTotalRevenueAmt |
| CY Total Revenue | $1,095,029,778 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $172,172,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $183,154,658 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $544,314,321 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $558,536,363 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,042,934 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $264,534,364 | PYOtherExpensesAmt |
| CY Other Expenses | $278,691,834 | CYOtherExpensesAmt |
| PY Total Expenses | $981,020,685 | PYTotalExpensesAmt |
| CY Total Expenses | $1,020,382,855 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $48,790,160 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $74,646,923 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,324,024,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,500,376,035 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $613,353,897 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $775,564,181 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,710,670,488 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,724,811,854 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $373,271,818 | ExpenseAmt |
| Grant | $182,030,613 | GrantAmt |
| Revenue | $415,290,463 | RevenueAmt |
| Desc | INSTRUCTION AND ACADEMIC SUPPORT - CREDIT AND NON-CREDIT COURSES FOR ACADEMIC, VOCATIONAL, AND TECHNICAL INSTRUCTION, FOR REMEDIAL AND TUTORIAL INSTRUCTION, AND FOR REGULAR, SPECIAL AND EXTENSION SESSIONS. ACTIVITIES IN THIS CATEGORY INCLUDE SUPPORT SERVICES SUCH AS LIBRARIES, EDUCATIONAL MEDIA SERVICES, ACADEMIC COMPUTING SUPPORT, ACADEMIC ADMINISTRATION, ETC. 12,649 STUDENTS ENROLLED FOR 6/30/2019 FISCAL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $360,875,496 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $361,228,663 | RevenueAmt |
| Desc | PATIENT CARE - THE UNIVERSITY OPERATES PHYSICIAN PRACTICES STAFFED BY THE FACULTY OF THE UNIVERSITY'S SCHOOL OF MEDICINE. THE PRACTICES CONSIST OF MORE THAN 500 FACULTY PHYSICIANS, 16 CLINICAL DEPARTMENTS AND 50 LOCATIONS IN MISSOURI AND ILLINOIS. FOR THE 6/30/19 FISCAL YEAR, THERE WERE 429,365 OUTPATIENT VISITS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,179,832 | ExpenseAmt |
| Grant | $44,070 | GrantAmt |
| Revenue | $57,451,004 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES - ACTIVITIES IN THIS CATEGORY EXIST TO FURNISH GOODS OR SERVICES TO STUDENTS, FACULTY OR STAFF. THESE INCLUDE RESIDENCE HALLS, FOOD SERVICES, INTERCOLLEGIATE ATHLETICS, PARKING AND OTHER SUCH SERVICES. CAMPUS RESIDENTS TOTALED 3,737 FOR THE 2018 FALL SEMESTER AND 3,395 FOR THE 2019 SPRING SEMESTER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $164,162,190 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,079,975 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $941,489,336 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | 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 | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1165 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9978 | 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 |
| Foreign Country | SP | ForeignCountryCd |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Fred Winkler | PersonNm |
| Phone | 3149772401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3545 LINDELL BLVD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (72 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Joseph P Conran | ||||||||
| Chairman | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Fred P Pestello | ||||||||
| President | 40.0 | 0.0 | Yes (X) | Yes (X) | $836,787 | $0 | $29,967 | |
| Patrick J Sly | ||||||||
| Vice Chairman | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Peter F Benoist Sr | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Albert C Black Jr | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William A Blase Jr | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| George A Brill | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas M Buchanan | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard O Buhler SJ | ||||||||
| Trustee - Partial Year | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard A Chaifetz | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| W Winston Chan | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert J Ciapciak | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kevin L Cullen SJ | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| J Daniel Daly SJ | ||||||||
| Trustee - Partial Year | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Gerald E Daniels | ||||||||
| Trustee - Partial Year | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jerome Dwyer | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jimmie Edwards | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LB Eckelkamp Jr | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert N Fox | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Anne L Gagen | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Chang-Soo Huh | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Edward Ignaczak | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joseph F Imbs III | ||||||||
| Trustee - Partial Year | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Darryl Jones | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| B Todd Jones | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Paul D Kalsbeek | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James P Kavanaugh | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ronald Kruszewski | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Patrick Lo | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Virginia M McDowell | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael McFarland SJ | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Marian Bo Mehan | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert L Niehoff S J | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Francis E O'Donnell Jr | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert F O'Loughlin | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| George Paz | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| G Keith Phoenix | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jacqueline Drury Pollvogt | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Steven Privett SJ | ||||||||
| Trustee - Partial Year | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kristen Robertson | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Daniel A Rodrigues | ||||||||
| Trustee - Partial Year | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael J Sheeran S J | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rex A Sinquefield | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James T Smith | ||||||||
| Trustee - Partial Year | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Phillip Steele SJ | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Greg Stubblefield | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Anthony Tersigni | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Martha Uhlhorn | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Trudy Busch Valentine | ||||||||
| Trustee | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kevin E Behrns | ||||||||
| VP Medical Affairs | 40.0 | 0.0 | Yes (X) | $1,254,841 | $0 | $43,610 | ||
| Nancy W Brickhouse | ||||||||
| Provost - Partial Year | 40.0 | 0.0 | Yes (X) | $331,095 | $0 | $28,591 | ||
| Kathleen B Davis | ||||||||
| VP Enrollment - Partial Year | 40.0 | 0.0 | Yes (X) | $55,347 | $0 | $0 | ||
| Jeffrey L Fowler | ||||||||
| VP Advancement | 40.0 | 0.0 | Yes (X) | $256,661 | $0 | $52,303 | ||
| James H Fugel | ||||||||
| Treasurer | 40.0 | 0.0 | Yes (X) | $158,121 | $0 | $29,444 | ||
| Jay W Goff | ||||||||
| VP Enrollment - Partial Year | 40.0 | 0.0 | Yes (X) | $322,241 | $0 | $44,300 | ||
| David J Hakanson | ||||||||
| VP & CIO | 40.0 | 0.0 | Yes (X) | $304,314 | $0 | $50,988 | ||
| David F Heimburger | ||||||||
| VP & CFO | 40.0 | 0.0 | Yes (X) | $356,636 | $0 | $50,711 | ||
| William R Kauffman | ||||||||
| VP General Counsel | 40.0 | 0.0 | Yes (X) | $387,076 | $0 | $44,185 | ||
| Michael A Lewis | ||||||||
| Associate Provost | 40.0 | 0.0 | Yes (X) | $179,210 | $0 | $32,073 | ||
| Michael A Lucido | ||||||||
| VP Facilities | 40.0 | 0.0 | Yes (X) | $244,031 | $0 | $48,034 | ||
| Michael J Luna | ||||||||
| VP Human Resources | 40.0 | 0.0 | Yes (X) | $265,119 | $0 | $56,603 | ||
| Sheila M Manion | ||||||||
| VP of Development | 40.0 | 0.0 | Yes (X) | $290,978 | $0 | $54,331 | ||
| Kenneth A Olliff | ||||||||
| VP Research | 40.0 | 0.0 | Yes (X) | $266,461 | $0 | $50,298 | ||
| Kent T Porterfield | ||||||||
| VP Student Development | 40.0 | 0.0 | Yes (X) | $310,575 | $0 | $43,669 | ||
| Jonathan C Smith | ||||||||
| VP DIV/COMM Engagement | 40.0 | 0.0 | Yes (X) | $171,980 | $0 | $27,599 | ||
| Danielle T Uy | ||||||||
| Associate General Counsel | 40.0 | 0.0 | Yes (X) | $175,281 | $0 | $18,918 | ||
| Robert W Wilmott | ||||||||
| Dean Med School/VP Med Affairs | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Saleem I Abdulrauf | ||||||||
| Professor | 40.0 | 0.0 | $774,688 | $0 | $47,097 | Yes (X) | ||
| Travis S Ford | ||||||||
| Head Coach - Basketball | 40.0 | 0.0 | $2,370,497 | $0 | $22,070 | Yes (X) | ||
| Charles B Huddleston | ||||||||
| Professor | 40.0 | 0.0 | $699,447 | $0 | $30,056 | Yes (X) | ||
| Andrew B Fiore | ||||||||
| Professor | 40.0 | 0.0 | $694,023 | $0 | $52,879 | Yes (X) | ||
| Howard M Place | ||||||||
| Professor | 40.0 | 0.0 | $704,804 | $0 | $49,805 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $11,410,213 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $907,531 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1003 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | 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 |
|---|---|---|---|---|---|
| Sodexo Operations LLC | |||||
| 1 South Compton | Saint Louis | MO | 631032001 | Food Service | $9,749,072 |
| Aetna Student Health Agency | |||||
| 77 S Bedford St Ste 100 1 Charles P | Burlington | MA | 018035154 | Health Care Administ | $8,922,065 |
| SSM Health Care | |||||
| 1195 Corporate Lake Dr 6420 Clayton | Saint Louis | MO | 631321716 | Integrated Hlth Tech | $4,257,649 |
| PricewaterhouseCoopers | |||||
| 4040 W Boy Scout Blvd | Tampa | FL | 336075750 | Audit & Consulting | $3,396,020 |
| RelateCare LLC | |||||
| 10000 Cedar Ave | Cleveland | OH | 441062119 | Health Care Services | $2,526,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 144 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $40,749,269 | GovernmentGrantsAmt |
| All Other Contributions | $65,796,517 | AllOtherContributionsAmt |
| Noncash Contributions | $19,442,587 | NoncashContributionsAmt |
| Total Contributions | $106,545,786 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | $415,290,463 | $415,290,463 | |
| NET PATIENT SERVICE REVENUE | 900099 | $361,228,663 | $361,228,663 | |
| Other Revenue | 900099 | $57,451,004 | $57,451,004 | |
| Parking | 812930 | $532,116 | $532,116 | |
| Simon Rec. Center | 713940 | $100,255 | $100,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $834,602,501 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,855,499 | TotalRevenueColumnAmt |
| Exclusion | $41,855,499 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,053,066 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $722 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,052,344 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,052,344 | TotalRevenueColumnAmt |
| Exclusion | $1,052,344 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $875,766,954 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $775,378,811 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,388,143 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,388,143 | TotalRevenueColumnAmt |
| Exclusion | $100,388,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Partnership Revenue | 531390 | -$2,765,792 | -$2,765,792 | |
| Other Revenue | 900099 | $13,351,297 | $13,351,297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,585,505 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,095,029,778 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $833,970,130 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,133,421 | UnrelatedBusinessRevenueAmt |
| Exclusion | $156,647,283 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,154,658 | TotalAmt |
| Program Services | $183,154,658 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $6,548,248 | TotalAmt |
| Program Services | $2,028,765 | ProgramServicesAmt |
| Management And General | $4,519,483 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,032,906 | TotalAmt |
| Program Services | $414,765,660 | ProgramServicesAmt |
| Management And General | $34,464,696 | ManagementAndGeneralAmt |
| Fundraising | $4,802,550 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,485,432 | TotalAmt |
| Program Services | $27,880,520 | ProgramServicesAmt |
| Management And General | $2,286,320 | ManagementAndGeneralAmt |
| Fundraising | $318,592 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,320,507 | TotalAmt |
| Program Services | $35,281,841 | ProgramServicesAmt |
| Management And General | $4,422,416 | ManagementAndGeneralAmt |
| Fundraising | $616,250 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,149,270 | TotalAmt |
| Program Services | $24,829,426 | ProgramServicesAmt |
| Management And General | $2,036,117 | ManagementAndGeneralAmt |
| Fundraising | $283,727 | 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 | $2,240,114 | TotalAmt |
| Program Services | $2,048,701 | ProgramServicesAmt |
| Management And General | $168,002 | ManagementAndGeneralAmt |
| Fundraising | $23,411 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,543,754 | TotalAmt |
| Program Services | $1,411,844 | ProgramServicesAmt |
| Management And General | $115,777 | ManagementAndGeneralAmt |
| Fundraising | $16,133 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,419 | TotalAmt |
| Program Services | $25,076 | ProgramServicesAmt |
| Management And General | $2,056 | ManagementAndGeneralAmt |
| Fundraising | $287 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,718,293 | TotalAmt |
| Program Services | $17,118,857 | ProgramServicesAmt |
| Management And General | $1,403,818 | ManagementAndGeneralAmt |
| Fundraising | $195,618 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,206,947 | TotalAmt |
| Program Services | $5,676,456 | ProgramServicesAmt |
| Management And General | $465,610 | ManagementAndGeneralAmt |
| Fundraising | $64,881 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,637,913 | TotalAmt |
| Program Services | $48,137,101 | ProgramServicesAmt |
| Management And General | $3,950,344 | ManagementAndGeneralAmt |
| Fundraising | $550,468 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,159,605 | TotalAmt |
| Program Services | $12,949,699 | ProgramServicesAmt |
| Management And General | $1,061,929 | ManagementAndGeneralAmt |
| Fundraising | $147,977 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,547,279 | TotalAmt |
| Program Services | $19,581,697 | ProgramServicesAmt |
| Management And General | $1,725,095 | ManagementAndGeneralAmt |
| Fundraising | $240,487 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,294,260 | TotalAmt |
| Program Services | $14,860,072 | ProgramServicesAmt |
| Management And General | $1,258,781 | ManagementAndGeneralAmt |
| Fundraising | $175,407 | 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 | $2,088,094 | TotalAmt |
| Program Services | $1,909,671 | ProgramServicesAmt |
| Management And General | $156,601 | ManagementAndGeneralAmt |
| Fundraising | $21,822 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,159,222 | TotalAmt |
| Program Services | $16,159,222 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,636,698 | TotalAmt |
| Program Services | $34,684,909 | ProgramServicesAmt |
| Management And General | $6,154,968 | ManagementAndGeneralAmt |
| Fundraising | $796,821 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,329,486 | TotalAmt |
| Program Services | $13,074,727 | ProgramServicesAmt |
| Management And General | $1,101,297 | ManagementAndGeneralAmt |
| Fundraising | $153,462 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Supplies | $32,436,494 | $30,548,130 | $1,657,409 | $230,955 |
| Equipment Rental and Maint | $13,458,002 | $12,308,046 | $1,009,312 | $140,644 |
| BAD DEBT EXPENSE | $8,961,521 | $8,195,779 | $672,089 | $93,653 |
| BOOKS AND SUBSCRIPTIONS | $8,253,145 | $7,547,933 | $618,962 | $86,250 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,993,588 | TotalAmt |
| Program Services | $7,310,546 | ProgramServicesAmt |
| Management And General | $599,503 | ManagementAndGeneralAmt |
| Fundraising | $83,539 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,020,382,855 | TotalAmt |
| Program Services | $941,489,336 | ProgramServicesAmt |
| Management And General | $69,850,585 | ManagementAndGeneralAmt |
| Fundraising | $9,042,934 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,066,744 | BOYAmt |
| EOY | $98,029,179 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,760,370 | BOYAmt |
| EOY | $26,591,181 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,122,605 | BOYAmt |
| EOY | $31,213,993 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,576,059 | BOYAmt |
| EOY | $80,873,473 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,047,864 | BOYAmt |
| EOY | $38,922,481 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,736 | BOYAmt |
| EOY | $519,003 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,470,796 | BOYAmt |
| EOY | $4,533,913 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,238,834,480 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $527,657,226 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,947,858 | BOYAmt |
| EOY | $711,177,254 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $622,077,201 | BOYAmt |
| EOY | $685,632,398 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $626,853,026 | BOYAmt |
| EOY | $537,589,582 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,404,186 | BOYAmt |
| EOY | $18,005,852 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,235,940 | BOYAmt |
| EOY | $267,287,726 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,324,024,385 | BOYAmt |
| EOY | $2,500,376,035 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,052,543 | BOYAmt |
| EOY | $102,661,924 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,666,042 | BOYAmt |
| EOY | $38,108,853 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,684,205 | BOYAmt |
| EOY | $526,867,577 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,951,107 | BOYAmt |
| EOY | $107,925,827 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,353,897 | BOYAmt |
| EOY | $775,564,181 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,212,298,137 | BOYAmt |
| EOY | $1,206,267,253 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,738,341 | BOYAmt |
| EOY | $163,337,871 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,634,010 | BOYAmt |
| EOY | $355,206,730 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,710,670,488 | BOYAmt |
| EOY | $1,724,811,854 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,324,024,385 | BOYAmt |
| EOY | $2,500,376,035 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $74,646,923 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$62,658,615 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,153,058 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,146,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,410,210 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,991,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,217,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,545,786 | CurrentTaxYearAmt |
| Total | $425,311,149 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,146,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,410,210 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,991,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,217,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,545,786 | CurrentTaxYearAmt |
| Total | $425,311,149 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,435,540 | SubstantialContributorsTotAmt |
| Public Support Total170 | $422,875,609 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,268,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,727,793 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,093,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,401,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,908,565 | CurrentTaxYearAmt |
| Total | $182,398,991 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,768,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,562,718 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,397,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,074,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,585,505 | CurrentTaxYearAmt |
| Total | $64,387,471 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $672,097,611 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,582,123,274 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62919 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61220 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | 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 | $27,420 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $27,420 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LOBBYING EXPENSE | FormAndLineReferenceDesc |
| Explanation | PART II-B, LINE 1G UNIVERSITY EMPLOYEES PARTICIPATED IN MEETINGS AND PHONE CALLS WITH ELECTED OFFICIALS AND THEIR STAFF ALONG WITH SENDING E-MAILS AND LETTERS TO THE OFFICES OF GOVERNMENT OFFICIALS. ADDITIONALLY, EXPENDITURES WERE SPENT ON TRAVEL AND DUES TO PROFESSIONAL ASSOCIATIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $153,216 | RevenuesIncludedAmt |
| Assets Included | $13,626,153 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | Yes (true) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,226,094,387 | BeginningYearBalanceAmt |
| Contributions | $19,146,503 | ContributionsAmt |
| Investment Earnings Or Losses | $64,218,508 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,548,615 | GrantsOrScholarshipsAmt |
| Other Expenditures | $45,308,634 | OtherExpendituresAmt |
| Administrative Expenses | $925,338 | AdministrativeExpensesAmt |
| End Year Balance | $1,252,676,811 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,149,590,385 | BeginningYearBalanceAmt |
| Contributions | $28,617,878 | ContributionsAmt |
| Investment Earnings Or Losses | $103,422,841 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,798,707 | GrantsOrScholarshipsAmt |
| Other Expenditures | $44,844,785 | OtherExpendituresAmt |
| Administrative Expenses | $893,225 | AdministrativeExpensesAmt |
| End Year Balance | $1,226,094,387 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,053,035,493 | BeginningYearBalanceAmt |
| Contributions | $12,279,668 | ContributionsAmt |
| Investment Earnings Or Losses | $138,653,328 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,035,600 | GrantsOrScholarshipsAmt |
| Other Expenditures | $44,468,483 | OtherExpendituresAmt |
| Administrative Expenses | $874,021 | AdministrativeExpensesAmt |
| End Year Balance | $1,149,590,385 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,093,344,671 | BeginningYearBalanceAmt |
| Contributions | $32,800,678 | ContributionsAmt |
| Investment Earnings Or Losses | -$21,774,558 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,176,281 | GrantsOrScholarshipsAmt |
| Other Expenditures | $43,336,821 | OtherExpendituresAmt |
| Administrative Expenses | $822,196 | AdministrativeExpensesAmt |
| End Year Balance | $1,053,035,493 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,076,959,263 | BeginningYearBalanceAmt |
| Contributions | $37,281,872 | ContributionsAmt |
| Investment Earnings Or Losses | $20,749,844 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,685,557 | GrantsOrScholarshipsAmt |
| Other Expenditures | $34,304,778 | OtherExpendituresAmt |
| Administrative Expenses | $655,973 | AdministrativeExpensesAmt |
| End Year Balance | $1,093,344,671 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.61434 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.27038 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11528 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $68,763,387 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $728,986 | OtherCostOrOtherBasisAmt |
| Book Value | $69,492,373 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $986,827,822 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $412,980,058 | DepreciationAmt |
| Book Value | $573,847,764 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $152,225,626 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $114,677,168 | DepreciationAmt |
| Book Value | $37,548,458 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $30,288,659 | InvestmentCostOrOtherBasisAmt |
| Book Value | $30,288,659 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $711,177,254 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $537,589,582 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $537,589,582 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| FUNDS HELD IN TRUST BY OTHERS | $182,148,304 |
| SSM-SLUH INC INVESTMENT | $65,439,776 |
| ARTWORK | $13,626,153 |
| OTHER MISCELLANEOUS | $6,073,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $267,287,726 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY AND LIFE INCOME | $9,441,736 |
| HEFA INTEREST SWAP | $31,663,911 |
| SELF-INSURANCE LIABILITY | $37,006,970 |
| US GOV'T REFUNDABLE GRANTS | $22,346,105 |
| FUNDS HELD FOR OTHERS | $109,651 |
| ASSET RETIREMENT | $6,232,454 |
| OTHER | $1,125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $107,925,827 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $871,504,230 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$62,658,615 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $29,340,942 | OtherRevenueAmt |
| Revenue Not Reported | -$33,317,673 | RevenueNotReportedAmt |
| Revenue Subtotal | $904,821,903 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $18,718,294 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $171,489,581 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $190,207,875 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,095,029,778 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $857,362,864 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $27,187,884 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $27,187,884 | ExpensesNotReportedAmt |
| Expenses Subtotal | $830,174,980 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $18,718,294 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $171,489,581 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $190,207,875 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,020,382,855 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Organization's Collections | Part III Line 4 The organization's collections included both donated and purchased items. Collections of art are capitalized at cost if purchased at fair market value at date of gift. Collections of art are displayed prominently across campuses adding to the cultural and aesthetic value of the educational experience of students, faculty, staff and guests of the University. Use of Endowment Fund Part V, Question 4 The University has adopted investment and spending policies for endowment assets that will preserve and enhance the real (inflation-adjusted) purchasing power of the pooled endowment while providing an increasing stream of real funding for the annual University budget in the future. Endowment assets include those assets of donor-restricted funds that the University must hold in perpetuity or for a donor-restricted period(s) as well as quasi endowment funds. Under this policy, the University will attempt to achieve the highest long-term investment return on investment assets that is compatible with the University's risk tolerance and time horizons consistent with prudent investment practices. Part X- ASC 740 Disclosures THE UNIVERSITY IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE PRESCRIBING HOW AN ORGANIZATION SHOULD RECOGNIZE, MEASURE, PRESENT, AND DISCLOSE IN ITS CONSOLIDATED FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS. THE UNIVERSITY ADOPTED THIS GUIDANCE, WHICH IS INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740 (ASC 740) INCOME TAXES. THIS GUIDANCE ADDRESSES THE DETERMINATION OF HOW TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE UNIVERSITY MUST RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE UNIVERSITY HAS NO UNCERTAIN TAX POSITIONS THAT RESULT IN MATERIAL UNRECOGNIZED TAX BENEFITS AS OF JUNE 30, 2019 AND 2018. |
| OTHER REVENUE INCLUDED ON THE AUDIT BUT NOT ON THE RETURN | SCH. D, PART XI, LINE 2D INCREASE IN PERMANENTLY RESTRICTED ASSETS 2,145,731 RENT EXPENSE NETTED WITH REVENUE 722 FOREIGN CURRENCY TRANSLATION ADJUSTMENT (601,436) INCREASE IN TEMPRARILY RESTRICTED ASSETS 7,324 FOREIGN ENTITY REVENUE - SPAIN 27,788,601 -------------------- TOTAL 29,340,942 |
| OTHER REVENUE INCLUDED ON THE RETURN BUT NOT ON THE AUDIT | SCH. D, PART XI, LINE 4B SCHOLARSHIPS & GRANTS NETTED WITH REVENUE 171,489,581 ------------- TOTAL 171,489,581 |
| OTHER EXPENSES INCLUDED ON THE AUDIT BUT NOT ON THE RETURN | FOREIGN ENTITY EXPENSES - SPAIN 27,187,162 RENTAL EXPENSES 722 ------------- TOTAL 27,187,884 |
| OTHER EXPENSES INCLUDED ON THE RETURN BUT NOT ON THE AUDIT | SCHOLARSHIPS & GRANTS NETTED WITH REVENUE 171,489,581 ------------- TOTAL 171,489,581 |
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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | The racially nondiscriminatory policy is publicized through various university bulletins and admissions brochures. |
| SCHEDULE E, Line 6A | SAINT LOUIS UNIVERSITY RECEIVES GRANTS, CONTRACTS, AND COOPERATIVE AGREEMENTS FROM FEDERAL AGENCIES FOR ORGANIZED RESEARCH, INSTRUCTIONAL ACTIVITIES INCLUDING FELLOWSHIPS, AND OTHER SPONSORED ACTIVITIES. THE UNIVERSITY ALSO ADMINISTERS U.S. DEPARTMENT OF EDUCATION CAMPUS-BASED FINANCIAL AID PROGRAMS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| Central America and the Caribbean | Investments | $9,373,135 | |
| East Asia and the Pacific | Investments | $120,128 | |
| Europe (Including Iceland and Greenland) | Investments | $26,633,575 | |
| North America | Investments | $534,022 | |
| Europe (Including Iceland and Greenland) | Program Services | $207,731 | Study Abroad |
| East Asia and the Pacific | Program Services | $134,001 | Study Abroad |
| South America | Program Services | $4,888 | Study Abroad |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $37,007,480 | SubtotalSpentAmt |
| Total Spent | $37,007,480 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| 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 | Yes (true) | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 10645 | RecipientCnt |
| Cash Grant | $183,154,658 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, QUESTION 2 | FormAndLineReferenceDesc |
| Explanation | SAINT LOUIS UNIVERSITY OFFERS A NUMBER OF INSTITUTIONAL GRANTS AND SCHOLARSHIPS. EACH PROGRAM HAS SPECIFIC AWARDING CRITERIA AND INDIVIDUAL RULES FOR AWARDING SET UP IN THE BANNER (ERP) SYSTEM. INITIALLY, AWARDS ARE DETERMINED BY THE OFFICE OF STUDENT FINANCIAL SERVICES OR THE DEPARTMENT ADMINISTRATORS WILL DETERMINE AND NOTIFY THE OFFICE OF STUDENT FINANCIAL SERVICES. AWARDS ARE THEN POSTED ACCORDINGLY AND DISBURSED ONTO A STUDENT'S ACCOUNT. STUDENTS REGISTERED IN THE BANNER(ERP) SYSTEM WILL BE AWARDED AND PAID USING THE STUDENT INFORMATION SYSTEM DISBURSEMENT RULES. CONTROLS ARE IN PLACE TO MONITOR OR DESIGNATE IF CHARGES AND RESULTING PAYMENT OF AID IS APPLICABLE TO THE TYPE OF PROGRAM OR FEE BY USE OF SEPARATE DETAIL CODES FOR EACH PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | false | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fred P Pestello | ||||||||||||||
| President | $831,453 | $0 | $0 | $0 | $5,334 | $0 | $27,500 | $0 | $2,467 | $0 | $866,754 | $0 | $0 | $0 |
| Kevin E Behrns | ||||||||||||||
| VP Medical Affairs | $1,252,069 | $0 | $0 | $0 | $2,772 | $0 | $27,500 | $0 | $16,110 | $0 | $1,298,451 | $0 | $0 | $0 |
| Nancy W Brickhouse | ||||||||||||||
| Provost - Partial Year | $330,035 | $0 | $0 | $0 | $1,060 | $0 | $27,500 | $0 | $1,091 | $0 | $359,686 | $0 | $0 | $0 |
| Jeffrey L Fowler | ||||||||||||||
| VP Advancement | $255,021 | $0 | $0 | $0 | $1,640 | $0 | $26,595 | $0 | $25,708 | $0 | $308,964 | $0 | $0 | $0 |
| James H Fugel | ||||||||||||||
| Treasurer | $157,539 | $0 | $0 | $0 | $582 | $0 | $16,273 | $0 | $13,171 | $0 | $187,565 | $0 | $0 | $0 |
| Jay W Goff | ||||||||||||||
| VP Enrollment - Partial Year | $321,679 | $0 | $0 | $0 | $562 | $0 | $27,500 | $0 | $16,800 | $0 | $366,541 | $0 | $0 | $0 |
| David J Hakanson | ||||||||||||||
| VP & CIO | $304,062 | $0 | $0 | $0 | $252 | $0 | $27,500 | $0 | $23,488 | $0 | $355,302 | $0 | $0 | $0 |
| David F Heimburger | ||||||||||||||
| VP & CFO | $355,071 | $0 | $0 | $0 | $1,565 | $0 | $27,500 | $0 | $23,211 | $0 | $407,347 | $0 | $0 | $0 |
| William R Kauffman | ||||||||||||||
| VP General Counsel | $381,349 | $0 | $0 | $0 | $5,727 | $0 | $27,500 | $0 | $16,685 | $0 | $431,261 | $0 | $0 | $0 |
| Michael A Lewis | ||||||||||||||
| Associate Provost | $179,049 | $0 | $0 | $0 | $161 | $0 | $18,470 | $0 | $13,603 | $0 | $211,283 | $0 | $0 | $0 |
| Michael A Lucido | ||||||||||||||
| VP Facilities | $243,799 | $0 | $0 | $0 | $232 | $0 | $25,188 | $0 | $22,846 | $0 | $292,065 | $0 | $0 | $0 |
| Michael J Luna | ||||||||||||||
| VP Human Resources | $264,725 | $0 | $0 | $0 | $394 | $0 | $27,500 | $0 | $29,103 | $0 | $321,722 | $0 | $0 | $0 |
| Sheila M Manion | ||||||||||||||
| VP of Development | $290,545 | $0 | $0 | $0 | $433 | $0 | $27,500 | $0 | $26,831 | $0 | $345,309 | $0 | $0 | $0 |
| Kenneth A Olliff | ||||||||||||||
| VP Research | $266,202 | $0 | $0 | $0 | $259 | $0 | $27,428 | $0 | $22,870 | $0 | $316,759 | $0 | $0 | $0 |
| Kent T Porterfield | ||||||||||||||
| VP Student Development | $309,864 | $0 | $0 | $0 | $711 | $0 | $27,500 | $0 | $16,169 | $0 | $354,244 | $0 | $0 | $0 |
| Jonathan C Smith | ||||||||||||||
| VP DIV/COMM Engagement | $171,380 | $0 | $0 | $0 | $600 | $0 | $17,590 | $0 | $10,009 | $0 | $199,579 | $0 | $0 | $0 |
| Danielle T Uy | ||||||||||||||
| Associate General Counsel | $175,130 | $0 | $0 | $0 | $151 | $0 | $17,605 | $0 | $1,313 | $0 | $194,199 | $0 | $0 | $0 |
| Saleem I Abdulrauf | ||||||||||||||
| Professor | $772,882 | $0 | $0 | $0 | $1,806 | $0 | $27,500 | $0 | $19,597 | $0 | $821,785 | $0 | $0 | $0 |
| Travis S Ford | ||||||||||||||
| Head Coach - Basketball | $2,369,867 | $0 | $0 | $0 | $630 | $0 | $0 | $0 | $22,070 | $0 | $2,392,567 | $0 | $0 | $0 |
| Charles B Huddleston | ||||||||||||||
| Professor | $694,113 | $0 | $0 | $0 | $5,334 | $0 | $16,500 | $0 | $13,556 | $0 | $729,503 | $0 | $0 | $0 |
| Andrew B Fiore | ||||||||||||||
| Professor | $688,689 | $0 | $0 | $0 | $5,334 | $0 | $27,500 | $0 | $25,379 | $0 | $746,902 | $0 | $0 | $0 |
| Howard M Place | ||||||||||||||
| Professor | $702,032 | $0 | $0 | $0 | $2,772 | $0 | $27,500 | $0 | $22,305 | $0 | $754,609 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Reimbursement of Personal Services | Schedule J, Part I, Line 1B There is no written policy for the payment or provision, of such services as they are not provided to anyone employed by the University, except for the chief executive officer (president) for whom a residence where he lives is provided on campus for his use and official university business and entertaining. |
| Severance Payments | Schedule J, Part I, Line 4A In calendar year 2018, Jay W. Goff received $47,626 in severance payment following his termination of employment. |
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 |
|---|---|---|---|---|---|---|---|---|
| STATE OF MISSOURI HEALTH & EDUCATIONAL FACILITIES | ||||||||
| A | 431178966 | 6069014P8 | 2008-09-02 | $99,885,000 | SEE PART VI | false | false | false |
| STATE OF MISSOURI HEALTH & EDUCATIONAL FACILITIES | ||||||||
| B | 431178966 | 2014-07-02 | $51,080,000 | SEE PART VI | false | false | false | |
| STATE OF MISSOURI HEALTH & EDUCATIONAL FACILITIES | ||||||||
| C | 431178966 | 60636AMNO | 2015-12-01 | $60,522,331 | SEE PART VI | false | false | false |
| STATE OF MISSOURI HEALTH & EDUCATIONAL FACILITIES | ||||||||
| D | 431178966 | 60636AMT7 | 2018-12-14 | $64,600,000 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $20,795,000 | $0 | $99,885,070 | $0 | $0 | $0 | $435,315 | $23,254 | $1,501 | $0 | $99,425,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $6,635,000 | $0 | $51,080,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $51,080,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| C | $0 | $0 | $60,538,322 | $0 | $0 | $0 | $506,445 | $0 | $0 | $60,031,868 | $9 | $0 | false | false | Yes (true) | Yes (true) | 2017 |
| D | $0 | $0 | $64,600,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $64,600,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | Yes (true) | false | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | false | false | Yes (true) |
| B | 0 | ||||||||||
| C | Yes (true) | false | false | Yes (true) | false | 0 | false | false | false | Yes (true) | |
| D | Yes (true) | false | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | false | false | Yes (true) |
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 | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | Yes (true) | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | false | false | 0 | 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) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| First Schedule K, Part I | Part I, Line A, Column (a): Health and Educational Facilities Authority of the State of Missouri Part I, Line A, Column (f): The Series 2008B Bonds were issued to current refund the Series 2006A Bonds issued for the benefit of SLU on 10/26/2006 (the "Series 2006 Bonds"). Part I, Line B, Column (a): Health and Educational Facilities Authority of the State of Missouri Part I, Line B, Column (f): The Reissued Series 1999B Bonds were a reissuance of Series 1999B Bonds issued for the benefit of SLU on 07/29/1999 (the "Series 1999B Bonds"). Part I, Line C, Column (a): Health and Educational Facilities Authority of the State of Missouri Part I, Line C, Column (f): The Series 2015A Bonds were issued to financed costs of the STEM projects and new residence hall south of Fusz Hall, among other projects. Part I, Line D, Column (a): Health and Educational Facilities Authority of the State of Missouri Part I, Line D, Column (c): The Series 2016A-1 CUSIP # is 60636AMT7 and the Series 2016A-2 CUSIP # is 60636AMU4. The Series 2016A-1 and Series 2016A-2 Bonds mature on 10/1/2035. Part I, Line D, Column (f): The Series 2016A Bonds were issued to current refund the Series 2008A Bonds issued on 9/2/2008 which were issued to current refund the Series 2005A Bonds issued for the benefit of SLU on 9/8/2005 (the "Series 2005 Bonds"). Second Schedule K, Part I Part I, Line A(2), Column (a): Health and Educational Facilities Authority of the State of Missouri Part I, Line A(2), Column (f): The Series 2017A Bonds were issued to finance costs of (1) constructing, equipping and furnishing a new seven story-residence hall to be located on SLU's North Campus; (2) acquire an existing building to be used for faculty and administrative support for SLUCare; and (3) various capital projects at and improvements to SLU's facilities located on its North and South Campuses. Part I, Line B(2), Column (a): Health and Educational Facilities Authority of the State of Missouri Part I, Line B(2), Column (f): The Series 2019A Bonds were issued to finance costs of (1) constructing, equipping and furnishing a portion of a new interdisciplinary science and engineering building; (2) various utility infrastructure improvements; (3) renovating, improving, equipping and furnishing of Macelwane Hall; (4) renovating, improving, equipping and furnishing of the Imagine School Property; (5) renovating, improving, equipping and furnishing of Drummond Hall; and (6) various capital projects at and improvements to SLU's facilities located on its North and South Campuses. |
| First Schedule K, Part II | Part II, Line 3: The difference between the respective issue prices of the Series 2008B Bonds and the Series 2015A Bonds listed on Part I, Column (e) and the amounts listed on Part II, Line 3 is investment earnings. Part II, Line 9, Column A: After SLU allocated the proceeds of the Series 2008B Bonds to the refunding of the Series 2006 Bonds and had paid all associated costs of issuance, $1,500.99 of Series 2008B Bond proceeds remained. This amount was used in part to pay for a rebate report that was computed on 3/2/2009 and in part to pay interest on the Series 2008B Bonds. Part II, Line 11, Column A: Proceeds of the Series 2008B Bonds in the amount of $99,425,000.00 were used to refund the Series 2006 Bonds. Part II, Line 11, Column B: Proceeds of the Reissued Series 1999B Bonds in the amount of $51,080,000 were used to refund/reissue the Series 1999B Bonds. Part II, Line 11, Column D: Proceeds of the Reissued Series 2016A Bonds in the amount of $64,600,000 were used to refund/reissue the Series 2016A Bonds. Part II, Line 13, Column A and Part III, Column A Generally: All Series 2008B Bond proceeds were used to refund Series 2006 Bonds. $43,769,016 of Series 2006 Bond proceeds were used to refund Series 1996 Bonds, issued prior to 1/1/2003. Accordingly, in Part III, Column B, SLU is not reporting on projects financed by the Series 1996 Bonds. $3,600,000 of Series 2006 Bonds refunded a portion of Series 2003A Bonds. Series 2006 Bonds directly financed a portion of the cost of the following projects: Asset Placed in Service Date Chaifetz Arena 2008 Macelwane Hall Renovation 2008 Walsh/Clemens Hall Renovation 2008 Marchetti Hall Renovation [elevator] 2008 O'Neal Hall Renovation [elevator] 2008 DuBourg Hall Renovation [4th floor] 2008 Grand Forest Hall Renovation [fire protection] 2008 Doisy Research Center 2008 Marchetti Upgrade 2009 Recreation Center 2008 Forest Pharm Renovation 2009 Balance of costs funded from proceeds of Series 2003A Bonds (Chaifetz Area only) and other available funds not derived from tax-exempt bonds. Part II, Line 13, Column B and Part III, Column B Generally: All Reissued Series 1999B Bonds were used to refund Series 1999 Bonds and the year of substantial completion for the projects financed by the Series 1999B Bonds was 1999. Part II, Line 11, Column C: After SLU allocated the proceeds of the Series 2015A Bonds to the project and had paid all associated costs of issuance, $9.21 of Series 2015A Bond proceeds remained. This amount was used to pay interest on the Series 2015A Bonds. Part II, Line 13, Column D: All Reissued Series 2016A Bond proceeds were used to refund/ reissue Series 2016A Bonds. The Series 2016A bond proceeds were used to refund series 2008A bonds. The Series 2008A proceeds were used to refund the Series 2005 bonds. $7,107,304 of Series 2005 Bond proceeds were used to refund Series 1998 Bonds, issued prior to 1/1/2003. $1,434,028 of Series 2005 Bonds refunded a portion of Series 2003A Bonds. Series 2005 Bonds directly financed a portion of the cost of the following projects: Asset Placed in Service Date Doisy Research Facility 2008 MS Labs 2007 Macelwane Hall Renovation 2008 Marchetti Hall Renovation [elevator] 2008 Chaifetz Arena 2008 O'Neal Hall Renovation [elevator] 2008 Grand Forest Hall Renovation [fire protection] 2008 DuBourg 4th Floor Renovation 2008 3715 Laclede 2009 Balance of costs funded from proceeds of Series 2003A Bonds (Doisy Research Facility and Chaifetz Area only) and other available funds not derived from tax-exempt bonds. Second Schedule K, Part II Part II, Line 3: The difference between the issue price of the Series 2017A and Series 2019A Bonds listed on Part I, Column (e) and the amounts listed on Part II, Line 3 is investment earnings. Part II, Line 13, Column A(2): The project was placed in service as of July 27, 2017. Part II, Line 13, Column B(2): The project has not been placed in service as of June 30, 2019. |
| First Schedule K, Part III | Part III, Column B Generally: The Reissued Series 1999 Bonds refunded bonds that were issued prior to 1/1/2003; as such the Instructions to Schedule K direct SLU to not complete this Column. Part III, Line 1, Columns A, C and D: In 2015, SLU entered into a joint venture with SSM Health Care Corporation ("SSM Health Care"). As part of the joint venture, SLU contributed SLU Hospital (which was not tax-exempt bond financed) and certain related assets to SSM Health Care's St. Louis hospital operating subsidiary, SSM Health St. Louis ("SSM St. Louis"), the second largest health system in the St. Louis market. In the joint venture SLU has a 15% membership interest in SSM St. Louis and SSM Health Care has the remaining 85% member interest in SSM St. Louis. In connection with the joint venture, SSM Health Care committed to replace SLU Hospital and the current SLU outpatient care center (at a cost of approximately $550 million) within five years from the date of the purchase. In connection with the SLU Hospital transaction, SLU also entered into a new 50-year Academic Affiliation Agreement with SSM St. Louis which will enhance and expand the academic and medical mission of SLUCare and the SLU's Medical School. This integrated partnership will provide the St. Louis community with more coordinated access to high quality care. Part III, Line 3a, Columns A and D: Management and service agreements in place during tax year relating to bond financed space are not treated as resulting in private business use per Regulations 1.141-3(b)(4)(iii) and Revenue Procedure 2017-13. Part III, Line 3c, Columns A and D: Research agreements in place during tax year relating to work performed in space allocable to portion of facilities financed by Series 2003A Bonds, Series 2005 Bonds and Series 2006 Bonds are not treated as resulting in nonqualified use per Regulations 1.141-3(b)(6) and Revenue Procedure 2007-47. Part III, Line 3d, Columns A and D: Research agreements in place at Doisy Research Center are monitored and tracked for compliance purposes throughout the year by SLU. In the event SLU has questions concerning research agreements, guidance is sought from bond counsel. Part III, Lines 5 and 6, Column A: SLU used approximately $2,000,000 of the proceeds of the $99,425,000 bond issue to refinance bonds the proceeds of which were used along with other available funds to construct a student recreation center. During the tax year approximately 8% of the recreation center revenues were derived from an unrelated trade or business. This unrelated trade or business use, measured as a percentage of the bonds would be approximate 1/10th of 1% of bond proceeds during the tax year. |
| First Schedule K, Part IV | Part IV, Line 2, Column A: Rebate computation performed as of 3/2/2009; rebate analyst provided opinion that no further rebate computations would be required, so long as the debt service fund qualified as a bona fide debt service fund in each bond year. Part IV, Line 2, Column B: The Reissued Series 1999B Bonds qualified for the 6-month spending exception. In addition, because the bonds were simply reissued, no gross proceeds of the issue have been invested. Part IV, Line 2, Column C: Rebate computation performed as of 12/1/2016; rebate analyst provided opinion that no further rebate computations would be required, so long as the debt service fund qualified as a bona fide debt service fund in each bond year. Part IV, Line 2, Column D: The reissued Series 2016A Bonds qualified for the 6-month spending exception; In addition, because the bonds were simply restated, no gross proceeds of the issue have been invested. Second Schedule K, Part IV Part IV, Line 2, Column A(2): First required rebate computation for the Series 2017A Bonds will be on February 1, 2022. Part IV, Line 2, Column B(2): First required rebate computation for the Series 2019A Bonds will be on February 1, 2024. |
| First Schedule K, Part V | Part V: SLU adopted written tax compliance procedures on May 4, 2013. These written tax compliance procedures addressed both (a) post-issuance tax compliance and (b) remediation of nonqualified bonds (including utilization of the voluntary closing agreement program). Second Schedule K, Part V Part V: SLU adopted written tax compliance procedures on May 4, 2013. These written tax compliance procedures addressed both (a) post-issuance tax compliance and (b) remediation of nonqualified bonds (including utilization of the voluntary closing agreement program). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| STATE OF MISSOURI HEALTH & EDUCATIONAL FACILITIES | ||||||||
| A | 431178966 | 60636ANV1 | 2017-02-28 | $80,109,998 | SEE PART VI | false | false | false |
| STATE OF MISSOURI HEALTH & EDUCATIONAL FACILITIES | ||||||||
| B | 431178966 | 60636AST1 | 2019-02-26 | $100,379,590 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $80,186,392 | $0 | $10,692 | $0 | $668,604 | $0 | $0 | $79,025,236 | $481,860 | $0 | 2017 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $100,773,311 | $0 | $0 | $0 | $374,820 | $0 | $0 | $36,217,127 | $0 | $64,181,364 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | Yes (true) | false | Yes (true) | Yes (true) | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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 | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JOHN M EDWARDS | |||
| FAMILY MEMBER | $13,399 | COMPENSATION TO FAMILY MEMBER | false |
| WORLD WIDE TECHNOLOGY | |||
| SEE PART V | $151,827 | SEE PART V | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE L, PART IV ALL TRANSACTIONS LISTED ON SCHEDULE L, PART IV WERE COMPLIANT WITH THE CONFLICT OF INTEREST POLICY. ANY TRANSACTIONS REQUIRING BOARD APPROVAL WERE APPROVED BY AN INDEPENDENT BOARD. JAMES P. KAVANAUGH , TRUSTEE, WAS THE OWNER AND CEO (37%) OF WORLD WIDE TECH., WHICH PROVIDED SERVICES TO THE UNIVERSITY IN THE AMOUNT OF $151,827. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $269,321 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $129 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $6,026 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 69 | ContributionCnt |
| Noncash Contributions Rpt F990 | $18,669,093 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,845 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $424,882 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Gift Certificates | 73 | $21,101 | FMV |
| Yes (X) | Tickets | 29 | $11,475 | FMV |
| Yes (X) | Lodging | 6 | $3,615 | FMV |
| Yes (X) | Construction Materials | 2 | $6,098 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION | PART III, LINE 1 THE MISSION OF SAINT LOUIS UNIVERSITY IS THE PURSUIT OF TRUTH FOR THE GREATER GLORY OF GOD AND FOR THE SERVICE OF HUMANITY. THE UNIVERSITY SEEKS EXCELLENCE IN THE FULFILLMENT OF ITS CORPORATE PURPOSES OF TEACHING, RESEARCH, HEALTH CARE AND SERVICE TO THE COMMUNITY. IT IS DEDICATED TO LEADERSHIP IN THE CONTINUING QUEST FOR UNDERSTANDING OF GOD'S CREATION AND FOR THE DISCOVERY, DISSEMINATION AND INTEGRATION OF THE VALUES, KNOWLEDGE AND SKILLS REQUIRED TO TRANSFORM SOCIETY IN THE SPIRIT OF THE GOSPELS. AS A CATHOLIC, JESUIT UNIVERSITY, THIS PURSUIT IS MOTIVATED BY THE INSPIRATION AND VALUES OF THE JUDEO-CHRISTIAN TRADITION AND IS GUIDED BY THE SPIRITUAL AND INTELLECTUAL IDEALS OF THE SOCIETY OF JESUS. Program Services PART III, LINE 4D EXPENSES GRANTS REVENUE RESEARCH $28,354,393 $239,630 $0 OTHER PROGRAM SERVICES* $135,807,797 $840,345 $0 *OTHER PROGRAM SERVICES ARE COMPRISED OF PUBLIC SERVICE, STUDENT SERVICES, INSTITUTIONAL SUPPORT, AND PLANT OPERATION AND MAINTENANCE. REVIEW OF IRS 990 PART VI, SECTION B, LINE 11B First the return is reviewed in the Business and Finance division by the Director of Accounting and Financial Reporting, the Assistant Vice President and Controller, and the VP & Chief Financial Officer. Then the return is sent to the Audit Committee for their review and made available for review by all Board members prior to submission to the IRS. |
| Conflict of Interest Policy | PART VI, SECTION B, LINE 12C Annual Conflict of Interest statements from the Board of Directors are received through the Audit Committee, reporting any changes as they occur from time to time. |
| Compensation of President, Officers, and Key Employees | PART VI, SECTION B, QUESTION 15 Compensation for the university president, officers and key employees is established by a process that includes the review and approval by the compensation committee of the University Board of Trustees; the use of comparability data and contemporaneous documentation, and contemporaneous recordkeeping. The committee consists of the chair of the Board of Trustees, the chair of the finance committee, the chair of the human resources committee and the president of the university. The president does not participate in the setting/review of his compensation; hence, all decisions are made by independent persons without a conflict of interest with respect to the compensation arrangements at issue. Compensation reviewed included the president, all vice presidents (officers) and deans of the university schools/colleges and the top 100 other employees. |
| Financial Statements, Governing Documents, and Conflict of Interest Policy | PART VI, SECTION C, LINE 19 Organization does not make its governing documents (by-laws) available to the public. However, the Conflict of Interest Policy and the annual financial audit are available upon request. |
| Reconciliation of Change in Net Assets | Part XI, Line 9: Other Changes in Net Assets Increase in Temporarily Restricted Net Assets $7,324 Increase in Permanently Restricted Net Assets $2,145,731 Rounding $3 Total $2,153,058 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Compton Properties | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 North Grand Boulevard | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431765509 | EIN |
| Primary Activities | Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Total Income | -$1,935 | TotalIncomeAmt |
| End Of Year Assets | $510,663 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SLU | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Moto Hotel Investors LLC | ||||||||||||
| 3545 Lindell Blvd | St Louis | MO | 63103 | 273017741 | Hotel | MO | SLU Blocker I | -$558,731 | $9,666,306 | false | $0 | 0.95000 |
| Moto Hotel Master Tenet LLC | ||||||||||||
| 3545 Lindell Blvd | St Louis | MO | 63103 | 270781295 | Hotel | MO | SLU Blocker I | -$1 | $0 | false | $0 | 0.95000 |
| Moto Hotel Subtenant LLC | ||||||||||||
| 3545 Lindell Blvd | St Louis | MO | 63103 | 275431531 | Hotel | MO | SLU Blocker I | $564,126 | $853,351 | false | $0 | 0.95000 |
| Hotel Ignacio Investors LLC | ||||||||||||
| 3545 Lindell Blvd | St Louis | MO | 63103 | 275431979 | Hotel | MO | SLU Blocker I | $0 | $0 | false | $0 | 0.95000 |
| Hotel Ignacio State MemberLLC | ||||||||||||
| 3545 Lindell Blvd | St Louis | MO | 63103 | 271963945 | Hotel | MO | SLU Blocker I | $0 | $0 | false | $0 | 0.95000 |
| Moto Hotel Developer LLC | ||||||||||||
| 3545 Lindell Blvd | St Louis | MO | 63103 | Hotel | MO | SLU Blocker I | $0 | $0 | false | $0 | 0.75000 | |
| INTO SLU LLC | ||||||||||||
| 3721 Lallede Ave | St Louis | MO | 63108 | 383982089 | Recruitment | DE | INTO SLU LLC | -$806,069 | $1,292,244 | false | $0 | 0.50000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SLU Blocker I | ||||||||||||||||
| 3545 Lindell Boulevard | St Louis | MO | 63103 | 271962565 | Real Estate | MO | St Louis Univ | C Corp | -$7,781 | $2,483,713 | 1.00000 | Yes (true) | ||||
| Saint Louis University in Spain SA | ||||||||||||||||
| 999999999 | Education | NA | C Corp | $2,975,801 | $18,616,497 | 1.00000 | Yes (true) | AVENIDA DEL VALLE 34-28003 | madrid | SP | SP | |||||
| St Louis Midtown Redevelopment Corp | ||||||||||||||||
| 3545 Lindell Blvd | St Louis | MO | 63103 | 384040756 | Real Estate | MO | St Louis Univ | C Corp | $0 | $53,240 | 0.96670 | Yes (true) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SLU Blocker I | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | A(I) | TransactionTypeTxt |
| Involved | $731 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III COLUMN (A) | FormAndLineReferenceDesc |
| Explanation | Moto Hotel Investors, LLC 27-0781295 3545 Lindell Blvd Moto Hotel Master Tenet, LLC 27-5431531 3545 Lindell Blvd Moto Hotel Subtenant, LLC 27-5431979 3545 Lindell Blvd Hotel Ignacio Investors, LLC 27-1963945 3545 Lindell Blvd Hotel Ignacio State Member 27-5430630 3545 Lindell Blvd Moto Hotel Developer LLC 27-3053901 3545 Lindell Blvd INTO SLU, LLC 38-3982089 3721 LACLEDE Ave | ExplanationTxt |