THOMAS MORE UNIVERSITY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS MORE UNIVERSITY INC (EIN 61-0448560)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2020-03-11
- IRS object ID
- 202030719349301423
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-11T15:38:49-05:00 | ReturnTs |
| Tax Period End | 2019-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310905417 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VONLEHMAN & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 WRIGHTS SUMMIT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | FORT WRIGHT | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610448560 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS MORE UNIVERSITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 8593443513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 THOMAS MORE PARKWAY | AddressLine1Txt |
| City | CRESTVIEW HILLS | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 410173428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JOSEPH L CHILLO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8593443513 | PhoneNum |
| Signature | 2020-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THEODORE J FUNK | PreparerPersonNm |
| PTIN | P00002545 | PTIN |
| Phone | 8593313300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.61.206.123 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-11 | IPDt |
| IP Tm | 09:19:33 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CCD989119C413667C200A6DF74FF5EE66A00DC0A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9E7971086774756B46A976D3305D752274086F26 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR JOSEPH L CHILLO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 THOMAS MORE PARKWAY | AddressLine1Txt |
| City | CRESTVIEW HILLS | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $65,907,502 | GrossReceiptsAmt |
| Group Return For Affiliates | Yes (1) | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (1) | AllAffiliatesIncludedInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THOMASMORE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1921 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | TO DEVELOP AND SUSTAIN CHALLENGING UNDERGRADUATE, GRADUATE, AND PROFESSIONAL PROGRAMS OF STUDY, MARKED BY SUPERIOR TEACHING AND SCHOLARSHIP WITHIN THE CATHOLIC INTELLECTUAL TRADITION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 854 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,481,188 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,409,467 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,630,887 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $50,471,102 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,439,908 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,362,366 | CYInvestmentIncomeAmt |
| PY Other Revenue | $339,706 | PYOtherRevenueAmt |
| CY Other Revenue | $381,229 | CYOtherRevenueAmt |
| PY Total Revenue | $52,891,689 | PYTotalRevenueAmt |
| CY Total Revenue | $54,624,164 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,125,703 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,397,004 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,808,414 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,888,009 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $545,901 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,740,103 | PYOtherExpensesAmt |
| CY Other Expenses | $16,376,059 | CYOtherExpensesAmt |
| PY Total Expenses | $46,674,220 | PYTotalExpensesAmt |
| CY Total Expenses | $52,661,072 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,217,469 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,963,092 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,506,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,384,028 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,663,125 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,285,771 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,843,399 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,098,257 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO DEVELOP AND SUSTAIN CHALLENGING UNDERGRADUATE, GRADUATE, AND PROFESSIONAL PROGRAMS OF STUDY, MARKED BY SUPERIOR TEACHING AND SCHOLARSHIP WITHIN THE CATHOLIC INTELLECTUAL TRADITION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $41,527,431 | ExpenseAmt |
| Grant | $20,397,004 | GrantAmt |
| Revenue | $50,471,102 | RevenueAmt |
| Desc | PROGRAM SERVICE DISBURSEMENTS ARE APPLIED TO THE FURTHERANCE OF THE COLLEGE'S EXEMPT PROGRAMS OF HIGHER EDUCATION | Desc |
| Total Program Service Expenses | $41,527,431 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2565 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 854 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT A MUNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8593443352 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 THOMAS MORE PARKWAY | AddressLine1Txt |
| City | CRESTVIEW HILLS | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 410173428 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DALE HENSON | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MOST REV ROGER J FOYS | |||||||
| CHANCELLOR | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SR MARY ETHEL PARROTT SND | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENT J MESSMER | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA A LUEKE | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC J NELTNER | |||||||
| PAST CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILBERT L ZIEGLER | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR ANTHONY R ZEMBRODT | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEROME R BAHLMANN | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY C MANDO | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JUDITH A MARLOWE | |||||||
| CHAIRPERSON/ADJUNCT PROFESSOR | 3.00 | Yes (X) | $2,100 | $0 | $0 | Yes (X) | |
| DR LAURA A KOEHL | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JEROME LANGGUTH | |||||||
| TRUSTEE/PROFESSOR | 37.50 | Yes (X) | $66,424 | $0 | $9,133 | ||
| ANDREW SCHAEFFER | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN SCHUTTE | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL E TOBERGTE | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JOSEPH L CHILLO | |||||||
| PRESIDENT | 37.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GARY BLANK | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE GUILFOYLE | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN CARRUS | |||||||
| STUDENT REP | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID A ARMSTRONG | |||||||
| FORMER PRESIDENT | 37.50 | $252,776 | $0 | $56,766 | Yes (X) | ||
| CHARLENE K BARLOW | |||||||
| SECRETARY | 37.50 | $47,440 | $0 | $13,337 | Yes (X) | ||
| KATHLEEN JAGGER | |||||||
| FORMER ACTING PRESIDENT | 37.50 | $164,399 | $0 | $19,324 | Yes (X) | ||
| ROBERT A MUNSON | |||||||
| CFO | 37.50 | $117,504 | $0 | $16,269 | Yes (X) | ||
| ROBYN S HOFFMAN | |||||||
| FORMER VP INSTITUTIONAL ADVANCEMENT | 37.50 | $119,999 | $0 | $6,852 | Yes (X) | ||
| MARIA C GARRIGA | |||||||
| ACTING PROVOST | 37.50 | $141,545 | $0 | $15,815 | Yes (X) | ||
| CARISSA SCHUTZMAN | |||||||
| AVP ADULT & GRADUATE EDUCATION | 37.50 | $100,761 | $0 | $5,823 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,012,948 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $143,319 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK SERVICES | |||||
| 333 THOMAS MORE PKWY | CRESTVIEW HILLS | KY | 41017 | FOOD & MAINTENANCE SERVICES | $2,770,887 |
| HELIX EDUCATION | |||||
| PO BOX 894 | SALT LAKE CITY | UT | 84110 | ADULT EDUCATION PROGRAM MANAGE | $1,939,969 |
| CENTURY CONSTRUCTION | |||||
| PO BOX 18670 | ERLANGER | KY | 41018 | CONSTRUCTION & RENOVATIONS | $1,493,833 |
| A BOOK COMPANY LLC | |||||
| 2377 PALUMBO DR | LEXINGTON | KY | 40509 | BOOK RENTAL | $1,281,154 |
| JENZABAR | |||||
| PO BOX 55018 | BOSTON | MA | 02205 | IT SERVICE/SOFTWARE | $798,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $51,171 | FundraisingAmt |
| All Other Contributions | $2,358,296 | AllOtherContributionsAmt |
| Noncash Contributions | $31,300 | NoncashContributionsAmt |
| Total Contributions | $2,409,467 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT TUITION | 611710 | $45,784,238 | $45,784,238 |
| AUXILIARY | 611710 | $3,862,222 | $3,862,222 |
| OTHER | 611710 | $824,642 | $824,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $50,471,102 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $358,456 | TotalRevenueColumnAmt |
| Exclusion | $358,456 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $382,722 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $382,722 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $382,722 | TotalRevenueColumnAmt |
| Exclusion | $382,722 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,261,090 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,257,180 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,003,910 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,003,910 | TotalRevenueColumnAmt |
| Exclusion | $1,003,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,665 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $51,171 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $26,158 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,493 | TotalRevenueColumnAmt |
| Exclusion | -$1,493 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,624,164 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,471,102 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,743,595 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,397,004 | TotalAmt |
| Program Services | $20,397,004 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,012,948 | TotalAmt |
| Program Services | $169,285 | ProgramServicesAmt |
| Management And General | $723,664 | ManagementAndGeneralAmt |
| Fundraising | $119,999 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,875,061 | TotalAmt |
| Program Services | $11,268,503 | ProgramServicesAmt |
| Management And General | $3,497,116 | ManagementAndGeneralAmt |
| Fundraising | $109,442 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,535,457 | TotalAmt |
| Program Services | $2,913,359 | ProgramServicesAmt |
| Management And General | $3,400,621 | ManagementAndGeneralAmt |
| Fundraising | $221,477 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,747 | TotalAmt |
| Program Services | $8,888 | ProgramServicesAmt |
| Management And General | $234,859 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,070 | TotalAmt |
| Program Services | $108,502 | ProgramServicesAmt |
| Management And General | $256,368 | ManagementAndGeneralAmt |
| Fundraising | $8,200 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839,401 | TotalAmt |
| Program Services | $627,718 | ProgramServicesAmt |
| Management And General | $193,692 | ManagementAndGeneralAmt |
| Fundraising | $17,991 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,875 | TotalAmt |
| Program Services | $601,450 | ProgramServicesAmt |
| Management And General | $149,425 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,447,540 | TotalAmt |
| Program Services | $1,237,792 | ProgramServicesAmt |
| Management And General | $209,748 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,440 | TotalAmt |
| Program Services | $232,656 | ProgramServicesAmt |
| Management And General | $192,265 | ManagementAndGeneralAmt |
| Fundraising | $3,519 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOK RENTAL PROGRAM | $1,818,000 | $1,818,000 | ||
| MISCELLANEOUS | $1,661,082 | $635,760 | $996,099 | $29,223 |
| UTILITIES | $772,791 | $476,761 | $296,030 | |
| SUPPLIES | $719,565 | $535,162 | $162,032 | $22,371 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,091 | TotalAmt |
| Program Services | $496,591 | ProgramServicesAmt |
| Management And General | $275,821 | ManagementAndGeneralAmt |
| Fundraising | $13,679 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,661,072 | TotalAmt |
| Program Services | $41,527,431 | ProgramServicesAmt |
| Management And General | $10,587,740 | ManagementAndGeneralAmt |
| Fundraising | $545,901 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,256,297 | BOYAmt |
| EOY | $1,452,385 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,295,501 | BOYAmt |
| EOY | $1,706,983 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,344,276 | BOYAmt |
| EOY | $2,393,694 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,754,044 | BOYAmt |
| EOY | $1,850,138 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $907,950 | BOYAmt |
| EOY | $1,278,081 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $61,560,995 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,472,942 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,527,270 | BOYAmt |
| EOY | $27,088,053 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,421,186 | BOYAmt |
| EOY | $23,614,694 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,506,524 | BOYAmt |
| EOY | $59,384,028 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,419,927 | BOYAmt |
| EOY | $2,082,084 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,100,577 | BOYAmt |
| EOY | $2,446,441 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,010,542 | BOYAmt |
| EOY | $15,635,375 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,132,079 | BOYAmt |
| EOY | $1,121,871 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,663,125 | BOYAmt |
| EOY | $21,285,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,726,946 | BOYAmt |
| EOY | $11,308,938 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,082,507 | BOYAmt |
| EOY | $760,271 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,033,946 | BOYAmt |
| EOY | $26,029,048 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,843,399 | BOYAmt |
| EOY | $38,098,257 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,506,524 | BOYAmt |
| EOY | $59,384,028 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,963,092 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$708,234 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $162,697 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,051,829 | BeginningYearBalanceAmt |
| Contributions | $252,544 | ContributionsAmt |
| Investment Earnings Or Losses | $625,590 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $900,915 | OtherExpendituresAmt |
| End Year Balance | $26,029,048 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,909,065 | BeginningYearBalanceAmt |
| Contributions | $4,004,929 | ContributionsAmt |
| Investment Earnings Or Losses | $1,978,481 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $840,646 | OtherExpendituresAmt |
| End Year Balance | $26,051,829 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,533,067 | BeginningYearBalanceAmt |
| Contributions | $482,553 | ContributionsAmt |
| Investment Earnings Or Losses | $1,644,840 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $751,395 | OtherExpendituresAmt |
| End Year Balance | $20,909,065 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,917,154 | BeginningYearBalanceAmt |
| Contributions | $833,882 | ContributionsAmt |
| Investment Earnings Or Losses | -$432,580 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $785,389 | OtherExpendituresAmt |
| End Year Balance | $19,533,067 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,636,710 | BeginningYearBalanceAmt |
| Contributions | $4,077,440 | ContributionsAmt |
| Investment Earnings Or Losses | $930,383 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $727,379 | OtherExpendituresAmt |
| End Year Balance | $19,917,154 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,473,442 | OtherCostOrOtherBasisAmt |
| Book Value | $4,473,442 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,146,534 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,153,893 | DepreciationAmt |
| Book Value | $20,992,641 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,081,612 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,485,487 | DepreciationAmt |
| Book Value | $1,596,125 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $859,407 | OtherCostOrOtherBasisAmt |
| Depreciation | $833,562 | DepreciationAmt |
| Book Value | $25,845 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,088,053 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES AND OTHER INVESTMENTS | Desc |
| Book Value | $23,614,694 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,614,694 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $1,121,871 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,121,871 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,871,499 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$708,234 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $326,415 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $26,158 | OtherRevenueAmt |
| Revenue Not Reported | -$355,661 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,227,160 | RevenueSubtotalAmt |
| Other Revenues Not Included | $20,397,004 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $20,397,004 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $54,624,164 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,616,641 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $326,415 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $26,158 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $352,573 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,264,068 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $20,397,004 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $20,397,004 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $52,661,072 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE UNIVERSITY HAS ADOPTED THE PROVISIONS OF THE ACCOUNTING PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE UNIVERSITY RECOGNIZED NO INTEREST OR PENALTIES IN THE STATEMENTS OF ACTIVITIES FOR BOTH THE YEARS ENDED MAY 31, 2019 AND 2018. IF THE SITUATION AROSE IN WHICH THE UNIVERSITY WOULD HAVE INTEREST TO RECOGNIZE, IT WOULD RECOGNIZE THIS AS INTEREST EXPENSE AND PENALTIES WOULD BE RECOGNIZED IN OTHER EXPENSES. CURRENTLY, THE PRIOR THREE YEARS ARE OPEN UNDER FEDERAL AND STATE STATUTES OF LIMITATIONS AND REMAIN SUBJECT TO REVIEW AND CHANGE. THE UNIVERSITY IS NOT CURRENTLY UNDER AUDIT NOR HAS IT BEEN CONTACTED BY THESE JURISDICTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING DIRECT EXPENSES 26,158. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID 20,397,004. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING DIRECT EXPENSES 26,158. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID 20,397,004. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | Yes (1) | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | NEWSPAPER ADVERTISEMENTS |
| SCHEDULE E, PART I, LINE 6 | THE AID IN SUPPORT OF THE BACCALAUREATE NURSING PROGRAM WAS SUSPENDED FOR ONE YEAR ON JULY 1, 1998 AND REINSTATED ON JUNE 30, 1999 BY THE DEPARTMENT OF HUMAN HEALTH AND SERVICES |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $23,696 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $15,674 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,022 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,160 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,451 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,155 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $52,140 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $35,497 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,643 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,336 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,378 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,678 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $75,836 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $51,171 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,665 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,496 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,829 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,833 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,158 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,493 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT AID AND SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1556 | RecipientCnt |
| Cash Grant | $20,397,004 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL STUDENT AID AND SCHOLARSHIPS ARE USED FOR TUITION AND RELATED EXPENSES AT THE UNIVERSITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID A ARMSTRONG | ||||||||||||||
| FORMER PRESIDENT | $148,742 | $0 | $100,000 | $0 | $4,034 | $0 | $16,940 | $0 | $39,826 | $0 | $309,542 | $0 | $0 | $0 |
| KATHLEEN JAGGER | ||||||||||||||
| FORMER ACTING PRESIDENT | $161,220 | $0 | $0 | $0 | $3,179 | $0 | $8,250 | $0 | $11,074 | $0 | $183,723 | $0 | $0 | $0 |
| MARIA C GARRIGA | ||||||||||||||
| ACTING PROVOST | $141,545 | $0 | $0 | $0 | $0 | $0 | $4,667 | $0 | $11,148 | $0 | $157,360 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION AWARDED A BONUS TO TWO KEY EMPLOYEES. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $30,125 | CashGrantAmt |
| Type Of Assistance | MERIT BASED SCHOLARSHIP | TypeOfAssistanceTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN HODGE (OWNER OF CENTURY CONSTRUCTION) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FORMER TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $557,708 | TransactionAmt |
| Transaction | JOHN HODGE IS A FORMER TRUSTEE OF THOMAS MORE UNIVERSITY. HE IS AN OWNER OF CENTURY CONSTRUCTION, WHICH THOMAS MORE UNIVERSITY PAID FOR TWO DIFFERENT CONSTRUCTION PROJECTS DURING THE YEAR. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,556 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 6 | $8,253 | FAIR MARKET VALUE |
| Yes (X) | SUPPLIES | 18 | $3,490 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | ALL DONATED SECURITIES ARE TRANSFERRED DIRECTLY TO THE BANK, WHO THEN SELLS THE SECURITIES FOR THE UNIVERSITY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBER GARY BLANK IS THE EXECUTIVE VICE PRESIDENT/COO OF ST. ELIZABETH HEALTHCARE. |
| FORM 990, PART VI, SECTION A, LINE 3 | 4TH STREET SERVES AS THE INVESTMENT ADVISOR FOR THOMAS MORE FOR THEIR ENDOWMENT. |
| FORM 990, PART VI, SECTION A, LINE 7A | PERSONS NOMINATED FOR ELECTION TO THE BOARD ARE SELECTED BY THE COMMITTEE ON TRUSTEES, APPROVED BY THE BISHOP AND ELECTED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | PERSONS NOMINATED FOR ELECTION TO THE BOARD ARE SELECTED BY THE COMMITTEE ON TRUSTEES, APPROVED BY THE BISHOP AND ELECTED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS SUBMITTED TO THE FINANCE COMMITTEE FOR REVIEW, THEN IT IS FORWARDED TO THE BOARD FOR THEM TO REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THOMAS MORE UNIVERSITY RECEIVES AN UPDATED CONFLICT OF INTEREST FORM FROM THE ENTIRE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE VICE PRESIDENTS EACH PREPARE AN ASSESSMENT OF THEIR PERFORMANCE BASED ON GOALS SET THE PRIOR YEAR. THIS ASSESSMENT IS PROVIDED TO THE PRESIDENT. THE PRESIDENT PREPARES HIS ASSESSMENT. THESE ASSESSMENTS ARE DISCUSSED WITH THE BOARD COMMITTEE CHAIRS WITH WHOM EACH VICE PRESIDENT INTERACTS AS WELL AS THE BOARD CHAIR. COMPENSATION IS THEN DETERMINED. THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE CHAIRPERSON OF THE BOARD IN CONSULTATION WITH THE EXECUTIVE COMMITTEE AFTER A SIMILAR PROCESS. THE FINAL COMPENSATION IS RATIFIED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE UNIVERSITY ROUTINELY MONITORS HOW THOMAS MORE UNIVERSITY SALARIES COMPARE TO PEER INSTITUTIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | HELIX SERVICE FEE: PROGRAM SERVICE EXPENSES 1,141,035. MANAGEMENT AND GENERAL EXPENSES 816,143. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,957,178. SERVICES: PROGRAM SERVICE EXPENSES 1,772,324. MANAGEMENT AND GENERAL EXPENSES 2,584,478. FUNDRAISING EXPENSES 221,477. TOTAL EXPENSES 4,578,279. |
| FORM 990, PART XII, LINE 2C: | THE UNIVERSITY'S FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF IT'S FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |