2019-07-24T17:30:53-07:00 2018-06-30 990 2017-07-01 341226547 LOURDES UNIVERSITY LOUR 4195178894 6832 Convent Blvd Sylvania OH 43560 Kim McGill Assistant V.P. Finance & Admin 4198243730 2019-07-24 198.30.12.36 2017 2019-02-21 02:37:17Z Kimberly McGill 6832 Convent Blvd Sylvania OH 43560 36464289 0 X lourdes.edu X 1958 OH Lourdes University, rooted in Catholic and Franciscan traditions, provides a values-centered education that enriches lives and advances academic excellence through the integration of the liberal arts and professional studies. 30 28 623 450 96094 0 11312214 6896206 27148231 27474445 404715 483516 26189 -86008 38891349 34768159 6713752 7727069 0 0 14344900 13785487 0 0 644245 13714556 14188773 34773208 35701329 4118141 -933170 59672766 58153146 28231439 27188351 31441327 30964795 Lourdes University, rooted in Catholic and Franciscan traditions, provides a values-centered education that enriches lives and advances academic excellence through the integration of the liberal arts and professional studies. 0 0 8331075 27058012 Higher Education: Bachelors Degrees are offered in majors including Art, History, English, Music, Philosophy, Biology, Theological Studies, Business, Nursing, Sociology, Social Work, and Library Studies. Masters Degrees are offered in Nursing, Nurse Anesthesia, Business, Theological Studies and Organizational Leadership. 19918865 0 0 Higher Education: Student Services are offered in the areas of Admissions, Financial Aid Counseling, Campus Ministry, Learning Resources, Career Services, Athletics Financial Assistance, Disability Services, Personal Counseling, and Residential Life. 166284 373692 Higher Education: The Franciscan Center is a conference center which extends the social and education ministries of the Sisters of Saint Francis by presenting cultural and performing arts, educational programming, and extending administrative and technical hospitality services. 0 0 0 28416224 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 96 0 1 623 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 X 30 28 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X Kim McGill 4195178894 6832 Convent Blvd Sylvania OH 43560 Sister Carolyn Giera Board Member 2 X 0 0 0 Sister Joan C Jurski Board Member 2 X 0 0 0 Susan J Block Board Member 2 X 0 0 0 Thomas E Brady Board Member 2 X 0 0 0 Cindy Dana Board Member 2.0 0 X 0 0 0 Russell J Ebeid Board Member 2.0 0 X 0 0 0 Ernest C Enrique Board Member 2.0 0 X 0 0 0 Michael C Gibbons Board Member 2.0 0 X 0 0 0 Jim A Haudan Board Member & Vice Chair 2.0 0 X 0 0 0 Sandra M Hylant Board Member & Chair 2.0 0.00 X 0 0 0 Daniel Ibele Board Member & Secretary 2.0 0.00 X 0 0 0 Daniel M Johnson Board Member 2.0 0.00 X 0 0 0 Bruce D Klinger Board Member 2.0 0.00 X 0 0 0 Sister Rachel M Nijakowski Board Member 2 0 X 0 0 0 Barbara S Steele Board Member 2 0 X 0 0 0 George Brymer Board Member 2 0 X 0 0 0 Rita Mansour Board Member 2 0 X 0 0 0 Chrys Peterson Board Member 2 0 X 0 0 0 Dan Smith Board Member 2 0 X 0 0 0 David Waterman Board Member 2 0 X 0 0 0 Thomas Winston Board Member & Treasurer 2 0 X 0 0 0 Pariss Coleman II Board Member 2 0 X 0 0 0 Harvey Tolson Board Member 2 0 X 0 0 0 Elaine LaValley Lewandowski Board Member 2 0 X 0 0 0 Mary Ann Gawelek President 40 0 X X 272969 0 56563 Bibiana Boerio Board Member 2 0 X 0 0 0 Maureen Kenney Board Member 2 0 X 0 0 0 Michael Koralewski Board Member 2 0 X 0 0 0 Bradley Rieger Board Member 2 0 X 0 0 0 Hussien Shousher Board Member 2 0 X 0 0 0 Sister Ann Carmen Barone Vice President of Mission & Ministry 40 0 X 0 0 0 Robert Rood VP Finance & Adminstration 40 0 X 121505 0 6076 Geoffrey Grubb Provost 40 0 X 137131 0 14734 Mary Arquette VP of Institutional Advancement 40 0 X 116810 0 14897 Michelle Rable VP of Enrollment 40 0 X 91060 0 30803 Dawn AuBuchon Program Administrator of Nurse Anesthesia 40 0 X 157966 0 25774 Hollis Hamilton Dean of College of Nursing 40 0 X 131867 0 15106 Terry Keller Dean of College Social Work 40 0 X 114213 0 15584 1143521 0 179537 8 0 1 0 Program Solutions 1718 Indian Wood Circle Suite D Maumee OH 43537 Construction Mgt Services 249909 AVI Foodsystems Inc PO Box 740523 Cincinnati OH 45274 Food Service Provider 988448 Key Government Finance Inc 11030 Circle Point Rd Westminster CO 80020 Leased IT Equipment 215140 4900 North McCord LTD 6912 Spring Valley Dr Holland OH 43528 Computer Software 172746 Ellucian Company LP 62578 Collections Center Dr CHicago IL 60693 ERP Systems 167712 9 0 0 311542 4458848 1496248 629568 0 6896206 Tuition/Fees/Room & Board 611310 27058012 27058012 0 0 Other Fees 611710 254691 254691 0 0 Conferences & Hospitality 532000 161742 119001 42741 0 0 0 0 0 27474445 457846 0 0 457846 0 0 0 0 0 0 0 0 299410 0 432030 0 -132620 0 -132620 0 0 -132620 1220571 0 1194901 0 25670 0 25670 0 0 25670 30820 311542 69199 -38379 0 -38379 Catering & Beverage 722320 84991 0 53353 31638 0 0 0 0 84991 34768159 27431704 96094 344155 0 0 7727069 7727069 944980 127535 749861 67584 9696667 8411071 957586 328010 311651 243911 54737 13003 2060583 1727168 240653 92762 771606 618643 123557 29406 95471 95471 52500 52500 16265 16265 1616756 1232998 383758 375725 650 375075 1416027 829730 495869 90428 470130 86050 384080 4622727 3078737 1543990 514931 471261 41050 2620 47214 33196 13818 200 879800 879800 2389286 2389286 361750 361750 Grant Expense 127014 127014 0 0 Recruitment 237647 201032 36615 0 Auxiliary 63443 63443 0 0 902087 685680 196175 20232 35701329 28416224 6640860 644245 1608 1329 3278000 3591923 778212 506750 1347693 1155297 729192 732876 972048 875627 59166740 21784162 39424319 37382578 13062214 13818967 79480 87799 59672766 58153146 1302277 1398237 1403354 1253763 19474936 18845500 4888108 4788993 1162764 901858 28231439 27188351 X 21011721 20368407 1843260 1000719 8586346 9595669 31441327 30964795 59672766 58153146 -933170 456638 0 0 0 0 X 0 1 X 1 1 1 X 7610488 330205 486328 185665 132804 7803 8100749 6836137 457146 654758 185318 145473 6762 7610488 6725181 360702 -145459 66889 15941 21457 6836137 7328280 812032 115897 272570 56981 22771 7903887 7522233 636084 1023401 1776623 57038 19777 7328280 0.037 0.963 0.00 1 0 0 7351073 7351073 0 27611936 6185585 21426351 0 12452386 6255569 6196817 0 10883853 8933957 1949896 0 867492 409051 458441 37382578 0 Annuities 14475 Advances on Federal Loans 478492 Capital Lease 408891 901858 27669320 456638 0 0 -7577526 -7120888 34790208 0 -22049 -22049 34768159 28529223 0 0 0 405420 405420 28123803 0 7577526 7577526 35701329 Schedule D, Part V, Line 4 The intended use of the University's endowment funds is to provide equitable scholarship and grant opportunities for students overtime as well as to provide some financial support to the University. All endowed funds are managed in accordance with donor specifications. Schedule D, Part XI, Line 2d Institutionally funded student aid of $7,577,526.00 is netted against revenue for Financial Statement purposes but included as expense on 990. Schedule D, Part XI, Line 4b Expenses related to property which produced rent income ($432,030.00) are netted against rental income in Part VIII but included in expenses for financial statements. Expenses related to Main St. properties ($227.00) are netted against income in VIII but included in expenses for financial statement purposes. Certain Investments in access of amount designated for current operations $410,208.00 .00. Schedule D, Part XII, Line 2d The financial statements include in expense $405,192.54 related to rental income, the 990 nets this against income. The financial statements include in expense $227.25 related to other income, the 990 nets this against income. The total of these items $405,419.79. Schedule D, Part XII, Line 4b Institutional funded student aid of $7,577,526.00 is netted against revenue for financial purposes but included as an expense on 990. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Currently Lourdes does not explicitly state the non-discrimination policy through newspaper or broadcast media however, the University does draw its students from local community and does follow a non-discrimination policy as to its students from local community and does follow a non-discrimination policy as to its students. Currently the University's ratios for minority group enrollment exceeds that of local community,demonstrating meaningful non-discriminatory enrollment numbers. Schedule E, Part I, Line 6 Federal Financial Aid is recieved for student grant/loan purposes. Luminations 278132 262454 15678 0 0 0 19171 2150 21487 Hit The Links 21475 15125 6350 1200 2588 9220 0 0 0 1 42755 33963 8792 0 0 0 9600 0 3783 342362 311542 30820 1200 2588 9220 28771 2150 25270 69199 -38379 1 Donor Funded Scholarships 258 417456 Fair Market Value Institutional Scholarships 894 7160071 Value of Discount Given Schedule I, Part I, Line 2 The Financial Aid Office monitors the awards of all federal student aid grants X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Mary Ann Gawelek President 253606 0 0 0 6763 0 10000 0 46563 0 316932 0 0 Geoffrey Grubb Provost 137131 0 0 0 0 0 5175 0 9559 0 151865 0 0 0 Terry Keller Dean of College Social Work 114213 0 0 0 0 0 2918 0 12667 0 129798 0 0 0 Robert Rood VP Finance & Adminstration 121434 0 0 0 0 0 4800 0 1276 0 127510 0 0 0 Mary Arquette VP of Institutional Advancement 116810 0 0 0 0 0 4751 0 10146 0 131707 0 0 0 Schedule J, Part I, Line 1a A house is provided for use by the President during their employment with the University. The house is contiguous to campus. The President is required to live there for the convenience of Lourdes University and he/she conducts business activities in the home. The house is non-taxable. Additionally the University pays for membership at an area country club for the President during his/her employment. Cost of the membership is treated as taxable compensation to the President. A Toledo-Lucas County Port Authority 346406986 2013-12-27 20130000 Refund prior issue dated 05/31/2007, land, and buildings and structures 0 0 0 A 0 0 20130000 0 0 0 219734 0 0 3877616 0 0 2011 0 0 1 1 A 0 0 0 0 0 0 0 1 0 1 A 0 1 0 0 1 0 0 0 1 A 0 Michael Cravens Son-In-Law to Board Member 59098 Payroll expenses paid by Related party on behalf of Lourdes for shared services 0 Form 990, Part VI, Section A, Line 1a Note Sister Ann Carmen Barone who is listed as an officer receives compensation. However, since this compensation goes to a religious community no W2 is issued and thus no amounts are listed here. For additional informational purposes the compensation paid from the organiazation was $92,723.28 and other compensation was $12,666.70. Form 990, Part VI, Section A, Line 6 Lourdes University is a sponsored ministry of the Sisters of St. Francis. The sisters approve all University Board Members and certain large transactions making them a member Form 990, Part VI, Section A, Line 7a Board members recommended by the Administration of University and approved by the Board of Trustees and the Sisters of Saint Francis. In addition the Sisters of St Francis must approve any purchases, sale of assets or borrowing of $500,000 or greater. The Sisters must also approve hiring of the President of the University when applicable Form 990, Part VI, Section A, Line 7b The leadership of the Sisters of St Francis must approve all recommended Board members as well as presidential hires. In addition,purchases, sales or borrowing of $500,000 or greater requires their approval. Form 990, Part VI, Section B, Line 11b The 990 is prepared by the Finance Office and a copy is provided to Board of trustees for review. Form 990, Part VI, Section B, Line 12c The Vice President of IA reviews conflict of interest policy with the current board members. As conflicts arise the full board is made aware of the conflict and affected member will recuse themselves from relevant discussions and subsequent voting. Form 990, Part VI, Section B, Line 15 The compensation committee annually reviews Presidents overall compensation package. They engage Findlay Davies Inc to provide comparable data and use data to determine a competitive package. the committee maintains contemporaneous documentation and record keeping for all decisions related to Presidents overall compensation package. Form 990, Part VI, Section C, Line 19 Lourdes makes available to the public its governing documents, conflict of interest policy, and financial statements upon request. Lourdes Properties 6832 Convent Blvd Sylvania OH 43560 341968998 Public Apt Rentals OH 326247 10036822 Lourdes University Center Enterprises 6832 Convent Blvd Sylvania OH 43560 341809820 Catering services OH 84991 102871 Lourdes University Lourdes Main St Properties 6832 Convent Blvd Sylvania OH 43560 341226547 Hold property OH 227 189207 Lourdes University Sisters of St Francis Sylvania 6832 Convent Blvd Sylvania OH 43560 344450609 Religious OH 501(c)(3) 1 N/A 0 0 1 1 0 1 0 0 0 0 0 1 0 1 1 1 1 1 0 0 This year has been a hardship we have had three changes in our V.P. of Finance and 2 other new V.P.'s Provost, V.P. of Institutional Advancement. We have been working very hard to make adjustments with new people on staff. We ask for a one year waiver of any late fees do to hardship.