STRATEGY STUDIO / PUBLIC DATA EXPLORER

MARQUETTE UNIVERSITY: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MARQUETTE UNIVERSITY (EIN 39-0806251)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-06-05
IRS object ID
201911569349300136
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-06-05T02:41:08-00:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Marquette UniversityBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1P O Box 1881AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP532011881ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390806251EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Marquette UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARQBusinessNameControlTxt
Phone4142887933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1881AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP532011881ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJoel PogodzinskiPersonNm
Person TitleSVP and Chief Operating OfficerPersonTitleTxt
Signature2019-05-14SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDennis J ButlerPreparerPersonNm
Phone4142881671PhoneNum
Preparation2019-05-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address134.48.118.27IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-05IPDt
IP Tm18:09:36IPTm
IP TimezoneCDIPTimezoneCd
Federal Original Submission Id3918432019042rt5119sFederalOriginalSubmissionId
Federal Original Submission Id2019-05-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD2CB6C4E9B98BBCD384DDEE1D7872B61988E90EEAtSubmissionCreationDeviceId
At Submission Filing Device IdD2CB6C4E9B98BBCD384DDEE1D7872B61988E90EEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMichael R LovellPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O Box 1881AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP532011881ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,254,413,644GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.marquette.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1905FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionAs a Catholic, Jesuit university our mission is to search for truth, discover share knowledge, foster personal professional excellence, promote a life of faith and develop leadership expressed in service to others.ActivityOrMissionDesc
Voting Members Governing Body31VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee8889TotalEmployeeCnt
Total Volunteers750TotalVolunteersCnt
Total Gross UBI-$1,005,569TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$1,603,292NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$66,992,049PYContributionsGrantsAmt
CY Contributions Grants$87,069,198CYContributionsGrantsAmt
PY Program Service Revenue$456,869,951PYProgramServiceRevenueAmt
CY Program Service Revenue$480,679,802CYProgramServiceRevenueAmt
PY Investment Income$27,229,000PYInvestmentIncomeAmt
CY Investment Income$29,395,000CYInvestmentIncomeAmt
PY Other Revenue$22,549,000PYOtherRevenueAmt
CY Other Revenue$20,759,000CYOtherRevenueAmt
PY Total Revenue$573,640,000PYTotalRevenueAmt
CY Total Revenue$617,903,000CYTotalRevenueAmt
PY Grants And Similar Paid$141,382,283PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$156,115,852CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$253,954,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$261,277,112CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$16,861,746CYTotalFundraisingExpenseAmt
PY Other Expenses$147,862,717PYOtherExpensesAmt
CY Other Expenses$147,995,036CYOtherExpensesAmt
PY Total Expenses$543,199,000PYTotalExpensesAmt
CY Total Expenses$565,388,000CYTotalExpensesAmt
PY Revenues Less Expenses$30,441,000PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$52,515,000CYRevenuesLessExpensesAmt
Total Assets BOY$1,453,970,000TotalAssetsBOYAmt
Total Assets EOY$1,487,304,000TotalAssetsEOYAmt
Total Liabilities BOY$412,984,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$388,718,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,040,986,000NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,098,586,000NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAs a Catholic, Jesuit university our mission is to search for truth, discover share knowledge, foster personal professional excellence, promote a life of faith and develop leadership expressed in service to others. See Schedule O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$279,233,389ExpenseAmt
Grant$154,509,000GrantAmt
Revenue$412,335,000RevenueAmt
DescInstruction Consistently ranked among the top 100 colleges and universities nationwide, Marquette annually enrolls more than 11,300 students in undergraduate, graduate and professional programs and confers approximately 2,800 degrees annually. Marquette offers 82 undergraduate majors and 78 minors to students in the College of Arts and Sciences, Business Administration, Communication, Education, Engineering, Health Sciences and Nursing. Marquettes graduate and professional programs offer 65 doctoral and masters degree programs, 21 graduate certificate programs, and a School of Dentistry and Law School. The Graduate School of Management has nationally ranked MBA programs as well as specialty masters programs in several business areas. Marquette has Wisconsins only School of Dentistry and one of only two law schools in the state.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$60,651,000ExpenseAmt
Revenue$14,108,274RevenueAmt
DescStudent Services We know that learning occurs outside, as well as inside, the classroom. Our core values of excellence, faith, leadership and service are fostered through student participation in our residence hall communities and campus organizations, which include academic and professional groups, club and recreational sports, spiritual activities and community service organizations. Marquettes urban location, just blocks from downtown Milwaukee, gives students ample opportunties for internships, co-op experiences and part-time employment. On campus, professionals in the Office of Student Affairs, Student Health Service, Counseling Center and Campus Ministry, as well as faculty and other staff, help students as they navigate the challenges of young adult life. Marquette also has an Educational Opportunity Program, which provides academic opportunity and support to first-generation college students, students from under-represented groups or ethnicities and students from low-income families.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$46,025,000ExpenseAmt
Revenue$3,071,367RevenueAmt
DescAcademic Support All Marquette undergraduates receive a strong liberal arts foundation through the universitys Core of Common Studies, which includes courses in nine core knowledge areas. Curriculum development is an ongoing process, with faculty support available through the Center for Teaching and Learning and various departmental resources. Programs for faculty development include curriculum enhancement and diversity grants, teaching enhancement awards, fellowship awards for research, young scholar awards and summer faculty fellowships. The Preparing Future Faculty Program encourages the development of graduate students for the multiple roles they will face as faculty members.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$96,905,000TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$69,959,142TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$482,814,389TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1630IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee8889EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountrySPForeignCountryCd
Foreign CountrySFForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members31GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDennis J ButlerPersonNm
Phone4142887933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O Box 1881AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP532011881ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Mr Todd A Adams
Trustee001.00Yes (X)$0$0$0
Ms Joanna M Bauza
Trustee001.00Yes (X)$0$0$0
Mr Tim M Bergstrom
Trustee001.00Yes (X)$0$0$0
Mr Robert J Eck
Trustee001.00Yes (X)$0$0$0
Mr John F Ferraro
Trustee001.00Yes (X)$0$0$0
Rev James G Gartland SJ
Trustee001.00Yes (X)$0$0$0
Hon Janine P Geske
Trustee001.00Yes (X)$0$0$0
Mr Jon D Hammes
Trustee001.00Yes (X)$0$0$0
Ms Nancy Hernandez
Trustee001.00Yes (X)$0$0$0
Rev Thomas A Lawler SJ
Trustee001.00Yes (X)$0$0$0
Mr Patrick S Lawton
Trustee001.00Yes (X)$0$0$0
Mr Vincent P Lyles
Trustee001.00Yes (X)$0$0$0
Mr Raymond J Manista
Trustee001.00Yes (X)$0$0$0
Rev Patrick McGrath SJ
Trustee001.00Yes (X)$0$0$0
Ms Kelly McShane
Trustee001.00Yes (X)$0$0$0
Rev Thomas W Neitzke SJ
Trustee001.00Yes (X)$0$0$0
Rev Joseph M O'Keefe SJ
Trustee001.00Yes (X)$0$0$0
Mr James D O'Rourke
Trustee001.00Yes (X)$0$0$0
Janis M Orlowski MD MACP
Trustee001.00Yes (X)$0$0$0
Mr Scott A Roberts
Trustee001.00Yes (X)$0$0$0
Hon W Greg Ryberg
Trustee001.00Yes (X)$0$0$0
Mr Owen J Sullivan
Trustee001.00Yes (X)$0$0$0
Mr Christoper J Swift
Trustee001.00Yes (X)$0$0$0
Ms Margaret M Troy
Trustee001.00Yes (X)$0$0$0
Mr Joseph A Walicki
Trustee001.00Yes (X)$0$0$0
Mr John P Underwood
Trustee001.00Yes (X)$0$0$0
Mr James M Weiss
Trustee001.00Yes (X)$0$0$0
Mr Thomas H Werner
Trustee001.00Yes (X)$0$0$0
Hon James A Wynn Jr
Trustee001.00Yes (X)$0$0$0
Rev Michael A Zampelli SJ
Trustee001.00Yes (X)$0$0$0
Dr Michael R Lovell
President040.00Yes (X)$903,271$0$0Yes (X)
Dr Daniel Myers
Vice President040.00$445,781$0$0Yes (X)
Mr David Lawlor
Treasurer040.00$528,013$0$0Yes (X)
Mr Joel Pogodzinski
Asst Treasurer040.00$109,064$0$0Yes (X)
Mr Steven W Frieder
Secretary040.00$135,721$0$0Yes (X)
Ms Cynthia M Bauer
Assistant Secretary040.00$286,454$0$0Yes (X)
Ms Lora A Strigens
VP Planning Strategy040.00$201,936$0$0Yes (X)
Dr Richard C Holz
Dean Arts Sciences040.00$275,275$0$0Yes (X)
Dr Xavier Cole
VP Student Affairs040.00$199,877$0$0Yes (X)
Mr Steven M Wojciechowski
Head Mens BB Coach040.00$2,208,432$0$0Yes (X)
Mr William G Scholl
VP Director Athletics040.00$509,242$0$0Yes (X)
Mr Michael K VanDerhoef
VP University Advancement040.00$791,172$0$0Yes (X)
Mr Joseph D Kearney
Dean Law School040.00$422,246$0$0Yes (X)
Dr William K Lobb
Dean Dental School040.00$354,027$0$0Yes (X)
Dr John J Pauly
Former officer040.00$190,756$0$0Yes (X)
Mr John C Lamb
Former officer001.00$187,564$0$0Yes (X)
Ms Mary L Austin
Former officer001.00$125,498$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,874,329TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K431IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
J H Findorff & Son
1600 N 6th StreetMilwaukeeWI53212Construction services$44,265,693
Performance Interiors DBA Sodexho
PO Box 2165MilwaukeeWI53201Food service$13,253,643
C D Smith
889 E Johnson StFond du LacWI54936Construction services$1,850,420
Official Payments Corporation
P O Box 419172BostonMA02241Professional services$1,662,109
Air Planning LLC
2 Main StSalemNH03079Charter air travel$1,302,122
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K62CntrctRcvdGreaterThan100KCnt
Fundraising$723,910FundraisingAmt
Government Grants$10,421,475GovernmentGrantsAmt
All Other Contributions$75,923,813AllOtherContributionsAmt
Noncash Contributions$9,349,860NoncashContributionsAmt
Total Contributions$87,069,198TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition and fees611710$402,171,000$402,171,000
Sales by educational departments611710$10,164,000$10,164,000
Auxiliary enterprises611710$53,866,000$53,154,518$711,482
Fees/contracts with governmental agencies900099$14,478,802$14,478,802
FieldValueIRS element (for citing)
Total Program Service Revenue$480,679,802TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,952,000TotalRevenueColumnAmt
Unrelated Business Revenue-$1,717,051UnrelatedBusinessRevenueAmt
Exclusion$3,669,051ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,927TotalRevenueColumnAmt
Exclusion$44,927ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,138,056RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$584,860RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$553,196RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$553,196TotalRevenueColumnAmt
Exclusion$553,196ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$661,662,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$634,219,000OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$27,443,000OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,443,000TotalRevenueColumnAmt
Exclusion$27,443,000ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$166,412FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$723,910ContriRptFundraisingEventAmt
Fundraising Direct Expenses$166,412FundraisingDirectExpensesAmt
Gross Sales Of Inventory$2,907,268GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,540,372CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,366,896TotalRevenueColumnAmt
Exclusion$1,366,896ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Student services900099$13,819,017$13,819,017
Educational programs900099$3,071,367$3,071,367
Child care900099$1,125,359$1,125,359

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$778,238TotalRevenueColumnAmt
Related Or Exempt Func Income$778,238RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$18,793,981OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$617,903,000TotalRevenueColumnAmt
Related Or Exempt Func Income$498,762,301RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$1,005,569UnrelatedBusinessRevenueAmt
Exclusion$33,077,070ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,606,852TotalAmt
Program Services$1,606,852ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$152,201,081TotalAmt
Program Services$152,201,081ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$2,307,919TotalAmt
Program Services$2,307,919ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,874,330TotalAmt
Program Services$1,453,362ProgramServicesAmt
Management And General$5,629,796ManagementAndGeneralAmt
Fundraising$791,172FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$193,580,279TotalAmt
Program Services$156,267,027ProgramServicesAmt
Management And General$27,734,671ManagementAndGeneralAmt
Fundraising$9,578,581FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$11,111,300TotalAmt
Program Services$8,492,671ProgramServicesAmt
Management And General$1,929,926ManagementAndGeneralAmt
Fundraising$688,703FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$36,020,994TotalAmt
Program Services$28,387,203ProgramServicesAmt
Management And General$6,240,025ManagementAndGeneralAmt
Fundraising$1,393,766FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,690,209TotalAmt
Program Services$9,738,381ProgramServicesAmt
Management And General$2,244,789ManagementAndGeneralAmt
Fundraising$707,039FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$465,483TotalAmt
Program Services$53,671ProgramServicesAmt
Management And General$411,812ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$429,286TotalAmt
Management And General$429,286ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$63,706TotalAmt
Management And General$63,706ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$10,210,149TotalAmt
Program Services$8,216,874ProgramServicesAmt
Management And General$447,534ManagementAndGeneralAmt
Fundraising$1,545,741FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,575,633TotalAmt
Program Services$1,463,247ProgramServicesAmt
Management And General$604,840ManagementAndGeneralAmt
Fundraising$507,546FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$37,094,677TotalAmt
Program Services$35,184,012ProgramServicesAmt
Management And General$1,466,082ManagementAndGeneralAmt
Fundraising$444,583FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,128,122TotalAmt
Program Services$935,686ProgramServicesAmt
Management And General$7,177,560ManagementAndGeneralAmt
Fundraising$14,876FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$14,073,600TotalAmt
Program Services$13,378,800ProgramServicesAmt
Management And General$694,800ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,180,899TotalAmt
Program Services$12,914,588ProgramServicesAmt
Management And General$526,928ManagementAndGeneralAmt
Fundraising$739,383FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,978,872TotalAmt
Program Services$1,756,382ProgramServicesAmt
Management And General$201,726ManagementAndGeneralAmt
Fundraising$20,764FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,988,661TotalAmt
Program Services$5,107,062ProgramServicesAmt
Management And General$881,599ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$37,292,000TotalAmt
Program Services$29,875,000ProgramServicesAmt
Management And General$7,417,000ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,422,493TotalAmt
Program Services$3,422,493ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Equipment rental and maintenance$9,490,921$8,567,561$919,931$3,429
Printing and publications$1,814,944$1,088,138$501,314$225,492
Postage and shipping$700,267$396,379$103,217$200,671
UBIT$85,323$85,323

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$565,388,000TotalAmt
Program Services$482,814,389ProgramServicesAmt
Management And General$65,711,865ManagementAndGeneralAmt
Fundraising$16,861,746FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$69,183,000BOYAmt
EOY$63,264,000EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$35,752,000BOYAmt
EOY$45,075,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$12,489,500BOYAmt
EOY$13,014,667EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$937,500BOYAmt
EOY$833,333EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$41,076,000BOYAmt
EOY$39,879,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$745,471BOYAmt
EOY$659,028EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,616,000BOYAmt
EOY$4,395,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,133,936,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$521,098,000LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$536,565,000BOYAmt
EOY$612,838,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$333,216,000BOYAmt
EOY$308,266,000EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$335,796,000BOYAmt
EOY$369,564,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$82,593,529BOYAmt
EOY$29,515,972EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,453,970,000BOYAmt
EOY$1,487,304,000EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$60,127,000BOYAmt
EOY$62,470,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$41,685,000BOYAmt
EOY$32,604,000EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$240,152,000BOYAmt
EOY$230,129,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$682,000BOYAmt
EOY$409,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$70,338,000BOYAmt
EOY$63,106,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$412,984,000BOYAmt
EOY$388,718,000EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$234,405,000BOYAmt
EOY$239,084,000EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$376,525,000BOYAmt
EOY$416,349,000EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$430,056,000BOYAmt
EOY$443,153,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,040,986,000BOYAmt
EOY$1,098,586,000EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,453,970,000BOYAmt
EOY$1,487,304,000EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$52,515,000ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$22,070,200NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$4,350,285PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$12,634,915OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd
Public Support CY1700.00000PublicSupportCY170Pct
Public Support CY5090.00000PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$60,000DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$60,000TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceIII-B 1a, 1b 1gFormAndLineReferenceDesc
ExplanationMarquette University employs staff who perform some lobbying activities as part of their job responsibilities. These same employees and senior leadership may have direct contact with legislators, their staffs and government officials. Marquette University pays membership dues to other organizations per the membership invoices. Some of these organizations may lobby on behalf of the membership.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$647,227,000BeginningYearBalanceAmt
Contributions$21,470,000ContributionsAmt
Investment Earnings Or Losses$36,740,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,914,467GrantsOrScholarshipsAmt
Other Expenditures$15,114,533OtherExpendituresAmt
End Year Balance$678,408,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$582,489,000BeginningYearBalanceAmt
Contributions$22,502,000ContributionsAmt
Investment Earnings Or Losses$67,398,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,174,780GrantsOrScholarshipsAmt
Other Expenditures$13,987,220OtherExpendituresAmt
End Year Balance$647,227,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$580,950,000BeginningYearBalanceAmt
Contributions$28,928,000ContributionsAmt
Investment Earnings Or Losses-$3,149,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,441,176GrantsOrScholarshipsAmt
Other Expenditures$13,798,824OtherExpendituresAmt
End Year Balance$582,489,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$558,273,000BeginningYearBalanceAmt
Contributions$26,404,000ContributionsAmt
Investment Earnings Or Losses$18,684,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,498,271GrantsOrScholarshipsAmt
Other Expenditures$12,912,729OtherExpendituresAmt
End Year Balance$580,950,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$493,511,000BeginningYearBalanceAmt
Contributions$21,038,000ContributionsAmt
Investment Earnings Or Losses$64,995,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,770,411GrantsOrScholarshipsAmt
Other Expenditures$13,500,589OtherExpendituresAmt
End Year Balance$558,273,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.18000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.82000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,483,000OtherCostOrOtherBasisAmt
Book Value$48,339,867BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$685,613,000OtherCostOrOtherBasisAmt
Depreciation$315,091,314DepreciationAmt
Book Value$370,521,686BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$146,729,000OtherCostOrOtherBasisAmt
Depreciation$112,459,654DepreciationAmt
Book Value$34,269,346BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$244,111,000OtherCostOrOtherBasisAmt
Depreciation$84,403,899DepreciationAmt
Book Value$159,707,101BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$612,838,000TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$10,158,317BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Financial derivatives and other financial products$10,158,317F
Closely-held equity interests
Alternative investments$341,086,683F
Real estate limited partnerships$18,319,000F
FieldValueIRS element (for citing)
Total Book Value Securities$369,564,000TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Federal income taxes
Payable under securities lending agreement$15,951,000
Payable to beneficiaries unders split-interest agreements$2,000,000
Refundable federal loan grants$40,982,000
Postretirement benefits payable$4,173,000
FieldValueIRS element (for citing)
Total Liability$63,106,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$463,394,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$22,070,200NetUnrealizedGainsInvstAmt
Revenue Not Reported$22,070,200RevenueNotReportedAmt
Revenue Subtotal$441,323,800RevenueSubtotalAmt
Other Revenues Not Included$176,579,200OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$176,579,200RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$617,903,000TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$410,879,000TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$410,879,000ExpensesSubtotalAmt
Other Expenses Not Included$154,509,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$154,509,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$565,388,000TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
III 1aThe university has various collections of fine arts and rare books in museums, libraries and on loan. The university does not assign or record a value to art works and other collections received as gifts or purchased with contributions restricted for that purpose. Valuations for some collections are updated periodically, and as such, the total value of all fine arts may vary with apapraisals and/or auction prices. Accordingly, the value of fine art and other collections has been excluded from the statements of financial position. Proceeds, if any, from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. The art and other collections are subject to a requirement that proceeds from their sales be used to acquire other items for collections. Fine arts are included in insurance coverage for the university property and a separate policy is also secured for fine art of high value and where appraised values are listed. As of June 30, 2018, the specific policy covering high valued works provides for insured coverage of 82,000,000 aggregate limit subject to policy sublimits, including 3,000,000 for Joan of Arc Chapel for any one loss or any one occurrence and includes some appraised items from the library collections.
III 4The Haggerty Museum serves as a laboratory for learning focused on visual arts by collecting, exhibiting and interpreting works of art in the context of Marquette University and the City of Milwaukee. The Museums exhibitions and educational programs are designed to contribute to transformational life-long learning and enjoyment of the arts.
V 4Endowment earnings are used for student scholarships, academic program support and general operations.
X 2The University is exempt from federal income tax under Section 501c3 of the Internal Revenue Code and Section 71.261a of the Wisconsin statutes and is generally not subject to federal and state income taxes. Hoever, the University is subject to income taxes on any income that is derived from a trade or business regularly carried on, and not in furtherance of the purposes for which it was granted exemption.
X 2The University has adopted FASB ASC Subtopic 740, Income Taxes, related to accounting for uncertainty in income taxes, which prescribes a recognition threshold and measurement of a tax position taken or expected to be taken in a tax return. The interpretation requires that the entity account for and disclose in the financial statements the impact of a tax position if that position will more likely than not be sustained upon examination based on the technical merits of the position. The University has evaluated the financial statement impact of tax positions taken or expected to be taken and determined it has no uncertain tax position that would require tax assets or liabilities to be recoreded in accordance with accounting guidance at June 30, 2018 or 2017.
X 2As of June 30, 2018, the University has a federal tax credit carryforward of 1,777,000, which expires between fiscal years 2034 and 2037.
XI 4B154,509,000 tuition discounts, 18,676,000 of endowment income more than designated for current operations and 3,394,200 realized losses on long term investments not used in operations.
XII 4B154,509,000 tuition discount.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line Reference6aFormAndLineReferenceDesc
ExplanationThe university receives a variety of federal and state grants.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCnt
Central America and the CaribbeanProgram servicesInternational education$16,183
East Asia and the PacificProgram servicesInternational education$231,634
Europe Including Iceland and GreenlandProgram servicesInternational education$1,421,542
Middle East and North AfricaProgram servicesInternational education$8,200
North AmericaProgram servicesInternational education$367,883
South AmericaProgram servicesInternational education$89,625
Sub-Saharan AfricaProgram servicesInternational education$637,21611
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees1SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$2,772,283SubtotalSpentAmt
Total Spent$2,772,283TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
ScholarshipCentral America and the Caribbean6$16,183cash, wireFMV
ScholarshipEast Asia and the Pacific28$231,634cash, wireFMV
ScholarshipEurope Including Iceland and Greenland181$1,421,542cash, wireFMV
ScholarshipMiddle East and North Africa1$8,200cash, wireFMV
ScholarshipNorth America17$367,883cash, wireFMV
ScholarshipSouth America10$89,625cash, wireFMV
ScholarshipSub-Saharan Africa27$172,852cash, wireFMV
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I Line 2FormAndLineReferenceDesc
ExplanationStudents receive aid that is applied toward the tuition expenses for courses taken in the study abroad programs. At the completion of the course, the participating institutions send to Marquette a transcript for each student. The Registrars Office at Marquette certifies the transcripts, then sends them to the Office of International Education or the College of Business Administration dependent on program for further review and evaluation. After this review they are returned to the Registrars Office and course credit, if applicable, is applied to the student records.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd
All StatesAll StatesAllStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Blue Gold AuctionEvent1Nm
Gross Receipts Event1$726,430GrossReceiptsEvent1Amt
Charitable Contri Event1$621,830CharitableContriEvent1Amt
Gross Revenue Event1$104,600GrossRevenueEvent1Amt
Food And Beverage Event1$104,600FoodAndBeverageEvent1Amt
Event2PILS AuctionEvent2Nm
Gross Receipts Event2$60,815GrossReceiptsEvent2Amt
Charitable Contri Event2$35,459CharitableContriEvent2Amt
Gross Revenue Event2$25,356GrossRevenueEvent2Amt
Food And Beverage Event2$25,356FoodAndBeverageEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$103,077GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$66,621CharitableContriOtherEventsAmt
Gross Revenue Other Events$36,456GrossRevenueOtherEventsAmt
Food And Beverage Other Events$36,456FoodAndBeverageOtherEventsAmt
Gross Receipts Total$890,322GrossReceiptsTotalAmt
Charitable Contributions Tot$723,910CharitableContributionsTotAmt
Gross Revenue Total Events$166,412GrossRevenueTotalEventsAmt
Food And Beverage Total Events$166,412FoodAndBeverageTotalEventsAmt
Direct Expense Summary Events$166,412DirectExpenseSummaryEventsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I Line 2a BFormAndLineReferenceDesc
ExplanationNo outside professional fundraisers were used in FY18. A portion of the university presidents duties, however, consists of fundraising.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (26 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Alzheimer's Association
620 S 76th Street Suite 160MilwaukeeWI53214133039601501C3$29,567Instruction
Alzheimer's Association
620 S 76th Street Suite 160MilwaukeeWI53214391350965501C3$68,726Other
American Academy of Pediatrics
345 Pardk BlvsItascaIL60143362275597$6,000Research
Aurora Health Care Inc
750 W Virginia AveMilwaukeeWI53204391442285501C3$25,959Instruction
Aurora Health Care Inc
750 W Virginia AveMilwaukeeWI53204391442285501C3$130,872Other
Ball State University
2000 W UniversityMuncieIN473060155356024566St of IN$24,720Research
Board of Regents UW System
P O Box 340MilwaukeeWI532010340391805693St of WI$36,835Research
Board of Regents UW System
21 N Park St Suite 6401MadisonWI537151218396006492St of WI$35,992Instruction
Board of Regents UW System
21 N Park St Suite 6401MadisonWI537151218396006492St of WI$188,717Other
Board of Regents UW System
P O Box 340MilwaukeeWI53201396006492St of WI$7,635Research
Children's Hospital of Milwaukee
9000 W Wisconsin AveMilwaukeeWI532264874390812532501C3$6,897Research
George Washington University
2121 - I Street NW Suite 601WashingtonDC20052530196584501C3$47,291Research
Loyola University Chicago
2160 1st AvenueMaywoodIL60153361408475501C3$16,829Research
Medical College of Wisconsin
8701 Watertown Plank RoadMilwaukeeWI532260509390806261501C3$10,126Instruction
Medical College of Wisconsin
8701 Watertown Plank RoadMilwaukeeWI532260509390806261501C3$125,931Other
Medical College of Wisconsin
8701 Watertown Plank RoadMilwaukeeWI532260509390806261501C3$403,247Research
Milwaukee Public Schools
5225 W Vliet StreetMilwaukeeWI53208396003457City of Miwaukee$44,596Research
Regents of the Univ of Michigan
500 S State StreetAnn ArborMI48109386006309St of MI$31,066Research
Schwab Rehab
1401 S California AVeChicagoIL60606362179802$7,200Research
The Ohio State University
1960 Kenny RoiadColumbusOH43210316025986St of OH$23,665Research
University of Maryland
620 W Lexington St 4th FloorBaltimoreMD21201566002033St of MD$6,714Research
University of Missouri-Kansas
5100 Rockhill RoadKansas CityMO641102499466003859St of MO$32,028Research
University of South Carolina
1600 Hampton Street Suite 414ColumbiaSC29208576001153St of SC$20,753Research
Vanderbilt University
673C Light Hall 23rd and Pierce AveNashvilleTN37232620476822501C3$106,466Research
Varian Medical Systems Inc
3120 Hansen WayPalo AltoCA943041030942359345$127,663Research
Widener University
One University PlaceChesterPA19013231386178501C3$41,357Research
FieldValueIRS element (for citing)
Total501c3 Org22Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Undergraduate competitive scholarships7557$109,750,557
Undergraduate noncompetitive scholarships562$7,006,866
Financial aid for room and board2990$21,376,212
Graduate scholarships1473$14,067,446

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmount
Dr Michael R Lovell
President$706,102$197,169$21,600$65,078$989,949
Dr Daniel Myers
Vice President$445,781$21,600$32,284$499,665
Mr David Lawlor
Treasurer$409,213$30,800$21,600$28,245$577,858$88,000
Ms Cynthia M Bauer
Assistant Secretary$286,454$21,600$27,871$335,925
Ms Lora A Strigens
VP Planning Strategy$201,936$15,540$32,962$250,438
Dr Richard C Holz
Dean Arts Sciences$275,275$18,944$53,807$348,026
Dr Xavier Cole
VP Student Affairs$199,877$16,320$26,616$242,813
Mr Steven M Wojciechowski
Head Mens BB Coach$1,843,932$21,600$58,613$2,288,645$364,500
Mr William G Scholl
VP Director Athletics$399,242$21,600$32,782$563,624$110,000
Mr Michael K VanDerhoef
VP University Advancement$209,172$582,000$14,451$6,647$812,270
Mr Joseph D Kearney
Dean Law School$422,246$21,600$32,713$476,559
Dr William K Lobb
Dean Dental School$354,027$21,600$28,851$404,478
Dr John J Pauly
Former officer$190,756$7,461$18,040$216,257
Mr John C Lamb
Former officer$187,564$14,864$502$202,930
Ms Mary L Austin
Former officer$125,498$10,089$502$136,089

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I Line 1aFirst Class or charter travel is offered on a limited basis. Travel for companions is offered on a limited basis. Tax indemnification and gross-up payments are offered to university employees on a limited basis. Health or social club dues or initiation fees are offered on a limited basis.
Part II Line 3David Lawlor received a relocation incentive per his contract.
Part II Line 8Steven M Wojciechowski received a bonus per his contract.
Part II Line 9William G Scholl received a bonus per his contract.
Part II Line 10Michael K VanDerhoef received a severance payment.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
WHEFA 2016
A39133785597712DTG12016-10-18$96,989,222Various construction projectsfalsefalsefalse
WHEFA 2012
B39133785597710B5G32012-10-01$96,596,215Various construction projectsfalsefalsefalse
WHEFA2011A
C39133785597710BD902011-02-17$27,669,462Various construction projectsfalsefalsefalse
WHEFA 2008B-3
D39133785597710BDT62008-11-20$33,708,889Various construction projectsYes (true)falsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtUnspentUnspentAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtSubstantial CompletionSubstantialCompletionYrBond DefeasedBondDefeasedAmt
A$96,989,222$41,791,398$749,787$8,487,332$3,145,632Yes (true)falsefalseYes (true)
B$96,596,215$50,844,219$751,996$45,000,000Yes (true)falseYes (true)Yes (true)$8,895,0002016
C$27,669,462$27,332,365$337,097Yes (true)falseYes (true)Yes (true)$18,920,0002011
D$33,708,889$360,000$33,348,889Yes (true)Yes (true)$7,640,0002011$8,275,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPct
AfalsefalseYes (true)falsefalse0.007700.00770falsefalseYes (true)
BfalsefalseYes (true)falsefalse0.007800.01150falsefalseYes (true)0.00370
CfalsefalseYes (true)falsefalse0.012200.01220falsefalseYes (true)
DfalsefalseYes (true)falsefalse0.010700.03260falsefalseYes (true)0.02190

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)
BfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)
CfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)
DfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
WHEFA 2008B-2
A39133785597710BET52008-10-01$19,132,581Various construction projectsYes (true)falsefalse
WHEFA 2008B-1
B39133785597710BES72008-10-01$31,874,869Various construction projectsYes (true)falsefalse
WHEFA 2007A & 2007B
C39133785597710V4Y12007-10-23$57,389,183Various construction projectsYes (true)falsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRefunding EscrowRefundingEscrowAmt
A$4,500,000$4,595,000$19,132,581$215,000$18,917,5812010falsefalseYes (true)Yes (true)
B$7,345,000$9,090,000$31,874,869$439,887$18,549,9822010Yes (true)falseYes (true)Yes (true)$12,885,000
C$14,850,000$40,150,000$57,389,183$1,014,631$56,374,5522011falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPct
AfalsefalseYes (true)falsefalse0.011200.01120falsefalseYes (true)
BfalsefalseYes (true)falsefalse0.013800.01380falsefalseYes (true)
CfalsefalseYes (true)falsefalse0.017700.04250falsefalseYes (true)0.02480

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)
BfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)
CfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonDr Michael R LovellPersonNm
Relationship With OrgPresidentRelationshipWithOrgTxt
Loan PurposeRetentionLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$1,250,000OriginalPrincipalAmt
Balance Due$833,333BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
FieldValueIRS element (for citing)
Total Balance Due$833,333TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmtAssistance PurposeAssistancePurposeTxt
Various
$22,500Merit based scholarship
Various
$51,915Tuition remission

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonMr Tim M BergstromPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionTrusteeRelationshipDescriptionTxt
Transaction$377,984TransactionAmt
TransactionAuto purchasesTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution299ContributionCnt
Noncash Contributions Rpt F990$7,495,315NoncashContributionsRptF990Amt
Method Of Determining RevenuesSee Part IIMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$306,665NoncashContributionsRptF990Amt
Method Of Determining RevenuesValue of donated propertyMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$124,399NoncashContributionsRptF990Amt
Method Of Determining RevenuesValue of donated propertyMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Auctions573$206,053Value of donated property
Yes (X)Equipment20$248,051Value of donated property
Yes (X)Video production2$19,838Value of donated property
Yes (X)Bldg material/other36$949,539Value of donated property
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I Line 9FormAndLineReferenceDesc
ExplanationThe average of the high and low trading price for the security is calculated as of the day of donation. This average is multiplied by the number of shares received, yielding the value of the gift.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4dProgram Service Expenses 96,905,000, Grants and allocations 0, Revenue 69,959,142 Auxiliary Enterprises-Expenses 46,285,000, Grants and allocations 0, Revenue 53,866,000 Research-Expenses 26,708,000, Grants and allocations 0, Revenue 14,478,802 Other Expenses 23,912,000, Grants and allocations 0, Revenue 1,614,340.
Form 990, Part III, Line 1Marquette University is a Catholic, Jesuit university dedicated to serving God by serving our students and contributing to the advancement of knowledge. Our mission, therefore, is the search for truth, the discovery and sharing of knowledge, the fostering of personal and professional excellence, the promotion of a life of faith, and the development of leadership expressed in service to others. All this we pursue for the greater glory of God and the common benefit of the human community.
Form 990, Part III, Line 1Exellence Our students, whether traditional or non-traditional, undergraduate, graduate or professional, come to Marquette University to share our commitment to the pursuit of excellence in all things as a lifelong endeavor. They come to join a community whose members, faculty, staff, students, trustees, alumni and friends alike, believe that education must encompass the whole person spiritual and moral as well as intellectual, the heart as well as the mind. And they come seeking the educational, professional and cultural advantages of a university located in the heart of the city. We, in turn, take seriously our responsibility to foster and support excellence in teaching and research, to keep a Marquette education accessible to a diverse population of students, and to offer personal attention and care to each member of the Marquette community.
Form 990, Part III, Line 1Faith As a Catholic university, we are committed to the unfettered pursuit of truth under the mutually illuminating powers of human intelligence and Christian faith. Our Catholic identity is expressed in our choices of curricula, our sponsorship of programs and activities devoted to the cultivation of our religious character, our ecumenical outlook, and our support of Catholic beliefs and values. Precisely because Catholicism at its best seeks to be inclusive, we are open to all who share our mission and seek the truth about God and the world, and we are firmly committed to academic freedom as the necessary precondition for that search. We welcome and benefit enormously from the diversity of seekers within our ranks, even as we freely choose and celebrate our own Catholic identity.
Form 990, Part III, Line 1Leadership As a Jesuit university, Marquette embodies the intellectual and religious traditions of the Society of Jesus. Through an academically rigorous, values-centered curriculum, our students receive a firm grounding in the liberal arts, preparation for work in a world of increasing complexity and diversity, and formation for life as ethical and informed leaders in their religious, cultural, professional and civic communities. They work with and learn from faculty who are true teacher-scholars, whose research not only advances the sum of human knowledge, but also informs their teaching, and whose commitment to students is fundamental to their intellectual and professional lives.
Form 990, Part III, Line 1Service Through both our academic and co-curricular programs, Marquette strives to develop men and women who will dedicate their lives to the service of others, actively entering into the struggle for a more just society. We expect all members of the Marquette community, whatever their faith traditions, to give concrete expression to their beliefs by giving of themselves in service to those in need.
Form 990, Part III, Line 1Marquette University Guiding Values In accordance with the Catholic, Jesuit mission and vision of Marquette University, we hold that all people and things are created to praise, reverence and serve God in our community and throughout the world, and thus every aspect of the universitys lifeblood and work holds this principle and foundation as its beginning and end. Therefore, we will enact the following values and behaviors in our lives and our work to serve the greater glory of God
Form 990, Part III, Line 1Pledge personal and holistic development of students as your primary institutional vocation Pursue academic excellence and educate students who are men and women for and with others throughout the world Embody a spirit of interdisciplinary curiosity, research, innovation, entrepreneurship and application to change and improve ourselves, our community and our world Nurture an inclusive, diverse community that fosters new opportunties, partnerships, collaboration and vigorous yet respectful debate Live as servent leaders with a committment to the Jesuit tradition and Catholic social teaching for all people, beliefs and faith traditions Create bold, ambitious plans enacted with agility, authentic accountability and a commitment to the greater good.
Form 990, Part VI, Section A, Line 2Some trustees serve on the same boards for other non-profit entities.
Form 990, Part VI, Section B, Line 11bThe governance, compensation, related parties and bond sections of the Form 990 were reveiwed by the Finance and Risk committee in February 2019. The completed Form 990 was reviewed by the corporate officers in April 2019. Compete copies of the Form 990 were then provided to the Bord of Trustees in April 2019. The Finance and Risk committee reviewed the completed Form 990 at the April 2019 meeting. The chair of that committee presented the form to the full Board of Trustees at the May 2019 meeting.
Form 990, Part VI, Section B, Line 12cTrustees and employees are required annually to disclose possible material interests and affiliations.
Form 990, Part VI, Section B, Line 15a bComparable salary information for other Jesuit schools and other universities similar to Marquette and the compensation information reported on the 990s of comparable non-Jesuit universities, along with the current Marquette salaries and performance evaluations are used to determine salaries. The Executive committee of the Board of Trustees determines the officer and key employee salary increases if any.
Form 990, Part VI, Section C, Line 19Governing documents, conflict of interest policy and financial statements are available upon request.
Form 990, Part VII, Section A, Line 2The university annually pays Jesuit Community at Marquette University, Inc. amounts based on their ongoing relationship, including the service of Jesuits as faculty and staff.
Form 990, Part XI, Line 9Other changes in net assets consists of adjustments to allowance for uncollectible and other changes.