FAIRFIELD UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FAIRFIELD UNIVERSITY (EIN 06-0646623)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201741329349301309
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T08:49:08-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101540102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIRFIELD UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Michael Trafecante | InCareOfNm |
| Business Name Control | FAIR | BusinessNameControlTxt |
| Phone | 2032544000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1073 NORTH BENSON ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068245195 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE TRAFECANTE | PersonNm |
| Person Title | VP FOR FINANCE | PersonTitleTxt |
| Phone | 2032544000 | PhoneNum |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY-EVELYN ANTONETTI | PreparerPersonNm |
| PTIN | P00431862 | PTIN |
| Phone | 2127589700 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REV JEFFREY P VON ARX SJ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1073 NORTH BENSON ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068245195 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $319,556,673 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | FAIRFIELD'S MISSION IS TO DEVELOP THE CREATIVE INTELLECTUAL POTENTIAL OF ITS SUTDENTS AND TO FOSTER IN THEM ETHICAL AND RELIGIOUS VALUES AND A SENSE OF SOCIAL RESPONSIBILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 2856 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $395,336 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$39,709 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,696,203 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,558,321 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $244,065,862 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $253,968,014 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,685,753 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,875,893 | CYInvestmentIncomeAmt |
| PY Other Revenue | $939,734 | PYOtherRevenueAmt |
| CY Other Revenue | $788,929 | CYOtherRevenueAmt |
| PY Total Revenue | $290,387,552 | PYTotalRevenueAmt |
| CY Total Revenue | $296,191,157 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $65,201,906 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $68,152,293 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $106,418,558 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $109,088,079 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $365,178 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $319,614 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,691,667 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $86,844,827 | PYOtherExpensesAmt |
| CY Other Expenses | $89,625,292 | CYOtherExpensesAmt |
| PY Total Expenses | $258,830,469 | PYTotalExpensesAmt |
| CY Total Expenses | $267,185,278 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $31,557,083 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,005,879 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $716,196,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $785,505,294 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $247,353,669 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $301,751,258 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $468,842,406 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $483,754,036 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EDUCATION FOR AN INSPIRED LIFE - A FAIRFIELD UNIVERSITY EDUCATION HAS BECOME MORE INTEGRATED IN FOCUS, MORE GLOBAL IN OUTLOOK, AND MORE INTENTIONAL IN ITS STRUCTURE THAN EVER BEFORE IN THE JESUIT TRADITION. WE ARE COMMITTED TO CREATING A STUDENT-FOCUSED, HOLISTIC, AND DIVERSE EDUCATIONAL ENVIRONMENT INTENDED TO EDUCATE THE WHOLE PERSON, MIND, BODY AND SPIRIT. WE WANT TO CULTIVATE IN BOTH OUR UNDERGRADUATE AND GRADUATE STUDENTS A SENSE OF COMMUNITY AND STRONG ETHICAL AND SPIRITUAL VALUES TO GUIDE THEM ON THEIR PATHS INTO THE FUTURE. | MissionDesc |
| Expense | $188,225,829 | ExpenseAmt |
| Grant | $68,152,293 | GrantAmt |
| Revenue | $210,091,665 | RevenueAmt |
| Desc | FAIRFIELD UNIVERSITY IS AN INSTITUTE OF HIGHER LEARNING WITH UNDERGRADUATE, GRADUATE, AND CONTINUING EDUCATION ACADEMIC PROGRAMS INCLUDING STUDENTS RESIDING ON CAMPUS. SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $37,814,321 | ExpenseAmt |
| Revenue | $41,101,294 | RevenueAmt |
| Desc | AUXILIARY SERVICES. SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,793,317 | ExpenseAmt |
| Revenue | $3,184,088 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $228,833,467 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 782 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2856 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Trafecante | PersonNm |
| Phone | 2032544000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1073 North Benson Road | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| REV JEFFREY VON ARX SJ | ||||||||||
| PRESIDENT | 45.0 | 0.0 | Yes (X) | Yes (X) | $301,480 | $0 | $81,455 | |||
| NANCY A ALTOBELLOW | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CEASAR NICHOLAS ANQUILLARE | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM L ATWELL | ||||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | |||||
| REV DENNIS M BAKER SJ | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV JOHN F BALDOVIN SJ | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV TERRENCE A BAUM SJ | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK J BECKWITH | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH R BRONSON | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN P CANNON | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CARLOS M CARDOSO | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK J CARROLL III | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN M CONLISK | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY J CONWAY | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM C CRAGER | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SHELIA KEARNEY DAVIDSON | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER C DESMARAIS | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV TERRENCE P DEVINO SJ | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA E GLASSFORD | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KELLY SIMON HONDRU | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN P HULL | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL J HUSTON | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBIN KANAREK | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN ROBINSON KING MA | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KATHERINE N LAPP | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN M LESSING | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BILL MCINTOSH | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW J MCMAHON | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN MEDITZ | ||||||||||
| TRUSTEE (AS OF 7/1/2015) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ELNER MORRELL | ||||||||||
| TRUSTEE (AS OF 7/1/2015) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT MURPHY JR | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MOST REV GEORGE MURRY SJ | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GAVIN G O'CONNOR | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BIFF J O'REILLY | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV STEPHEN A PRIVETT SJ | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER C QUICK | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KATIE JACOBS ROBINSON | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARIANNE DOLAN WEBER | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES D WEHR | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL G TORTORA | ||||||||||
| SECRETARY (AS OF 7/1/2015) | 45.0 | 0.0 | Yes (X) | $52,500 | $0 | $13,124 | ||||
| MICHAEL TRAFECANTE | ||||||||||
| TREASURER | 45.0 | 0.0 | Yes (X) | $239,330 | $0 | $29,069 | ||||
| KEVIN LAWLOR | ||||||||||
| EXECUTIVE VICE PRESIDENT | 45.0 | 0.0 | $343,502 | $0 | $59,556 | Yes (X) | ||||
| LYNN BABINGTON | ||||||||||
| PROVOST & SR. VP ACADEMICS | 45.0 | 0.0 | $262,535 | $0 | $46,414 | Yes (X) | ||||
| THOMAS PELLEGRINO | ||||||||||
| VICE PRESIDENT | 45.0 | 0.0 | $201,177 | $0 | $47,620 | Yes (X) | ||||
| YOHURU WILLIAMS | ||||||||||
| DEAN COLLEGE OF ARTS & SCIENCE | 45.0 | 0.0 | $161,769 | $0 | $47,574 | Yes (X) | ||||
| WALTER HALAS | ||||||||||
| VP ADVANCEMENTS | 45.0 | 0.0 | $249,251 | $0 | $36,687 | Yes (X) | ||||
| SYDNEY JOHNSON | ||||||||||
| HEAD MBB COACH | 45.0 | 0.0 | $500,923 | $0 | $62,785 | Yes (X) | ||||
| NORMAN SOLOMON | ||||||||||
| PROF OF MANAGEMENT | 45.0 | 0.0 | $209,910 | $0 | $47,260 | Yes (X) | ||||
| GREGORY KOUTMOS | ||||||||||
| PROF OF FINANCE | 45.0 | 0.0 | $193,523 | $0 | $49,858 | Yes (X) | ||||
| JOSEPH FRAGER | ||||||||||
| HEAD WBB COACH | 45.0 | 0.0 | $199,756 | $0 | $49,600 | Yes (X) | ||||
| MARK REED | ||||||||||
| SECRETARY (THROUGH 6/30/15) | 45.0 | 0.0 | $158,730 | $0 | $54,733 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,074,386 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $625,735 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 176 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SHAWMUT WOODWORKING SUPPLY | |||||
| 560 HARRISION AVE | BOSTON | MA | 02118 | CONSTRUCTION | $12,464,065 |
| SODEXO INC AFFILIATES | |||||
| PO BOX 352 | BUFFALO | NY | 14240 | DINING SERVICE | $11,629,039 |
| ABM JANITORIAL SERVICES NORTHEAST I | |||||
| PO BOX 1534 | NEW YORK | NY | 10008 | CUSTODIAL SERVICE | $3,747,363 |
| DIRECT ENERGY BUSINESS MARKETING | |||||
| PO BOX 32179 | NEW YORK | NY | 10087 | UTILITIES | $1,870,354 |
| THE FAIRFIELD JESUIT COMMUNITY | |||||
| FAIRFIELD UNIVERSITY | FAIRFIELD | CT | 06824 | ADMIN & TEACHING SER | $1,668,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 103 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $471,995 | FundraisingAmt |
| Government Grants | $3,005,303 | GovernmentGrantsAmt |
| All Other Contributions | $26,081,023 | AllOtherContributionsAmt |
| Noncash Contributions | $7,461,372 | NoncashContributionsAmt |
| Total Contributions | $29,558,321 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition & Fees | 611600 | $210,091,665 | $210,091,665 | |
| Auxiliary Services | 721000 | $40,193,357 | $40,193,357 | |
| SUMMER CONFERENCE | 611710 | $498,904 | $159,667 | $339,237 |
| OTHER PROGRAM SERVICES | 900099 | $3,184,088 | $3,184,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $253,968,014 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,508,191 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$19,369 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,527,560 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,108,913 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $614,103 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $494,810 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $494,810 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $75,468 | UnrelatedBusinessRevenueAmt |
| Exclusion | $419,342 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,887,323 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,519,621 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,367,702 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,367,702 | TotalRevenueColumnAmt |
| Exclusion | $7,367,702 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $116,878 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $471,995 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $231,792 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$114,914 | TotalRevenueColumnAmt |
| Exclusion | -$114,914 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous income | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $409,033 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $409,033 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $409,033 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $296,191,157 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $254,037,810 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $395,336 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,199,690 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,404,179 | TotalAmt |
| Program Services | $65,404,179 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,748,114 | TotalAmt |
| Program Services | $2,748,114 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,097,809 | TotalAmt |
| Program Services | $1,409,722 | ProgramServicesAmt |
| Management And General | $561,491 | ManagementAndGeneralAmt |
| Fundraising | $126,596 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,825,151 | TotalAmt |
| Program Services | $65,966,069 | ProgramServicesAmt |
| Management And General | $8,794,220 | ManagementAndGeneralAmt |
| Fundraising | $4,064,862 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,042,326 | TotalAmt |
| Program Services | $4,216,927 | ProgramServicesAmt |
| Management And General | $549,449 | ManagementAndGeneralAmt |
| Fundraising | $275,950 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,633,163 | TotalAmt |
| Program Services | $12,055,843 | ProgramServicesAmt |
| Management And General | $4,897,541 | ManagementAndGeneralAmt |
| Fundraising | $679,779 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,489,630 | TotalAmt |
| Program Services | $4,631,206 | ProgramServicesAmt |
| Management And General | $577,961 | ManagementAndGeneralAmt |
| Fundraising | $280,463 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315 | TotalAmt |
| Program Services | $315 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,284,183 | TotalAmt |
| Program Services | $38,483 | ProgramServicesAmt |
| Management And General | $1,239,371 | ManagementAndGeneralAmt |
| Fundraising | $6,329 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,000 | TotalAmt |
| Management And General | $240,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,614 | TotalAmt |
| Fundraising | $319,614 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $778,851 | TotalAmt |
| Management And General | $778,851 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,936,627 | TotalAmt |
| Program Services | $1,263,227 | ProgramServicesAmt |
| Management And General | $660,033 | ManagementAndGeneralAmt |
| Fundraising | $13,367 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,244,334 | TotalAmt |
| Program Services | $288,581 | ProgramServicesAmt |
| Management And General | $939,862 | ManagementAndGeneralAmt |
| Fundraising | $15,891 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,628,848 | TotalAmt |
| Program Services | $5,605,231 | ProgramServicesAmt |
| Management And General | $4,457,021 | ManagementAndGeneralAmt |
| Fundraising | $566,596 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,386,674 | TotalAmt |
| Program Services | $1,659,739 | ProgramServicesAmt |
| Management And General | $1,700,001 | ManagementAndGeneralAmt |
| Fundraising | $26,934 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,276,079 | TotalAmt |
| Program Services | $8,276,079 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,107,507 | TotalAmt |
| Program Services | $5,808,318 | ProgramServicesAmt |
| Management And General | $655,100 | ManagementAndGeneralAmt |
| Fundraising | $644,089 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,063 | TotalAmt |
| Program Services | $337,574 | ProgramServicesAmt |
| Management And General | $49,451 | ManagementAndGeneralAmt |
| Fundraising | $19,038 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,304,275 | TotalAmt |
| Program Services | $9,070,150 | ProgramServicesAmt |
| Management And General | $216,354 | ManagementAndGeneralAmt |
| Fundraising | $17,771 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,945,618 | TotalAmt |
| Program Services | $16,148,462 | ProgramServicesAmt |
| Management And General | $635,096 | ManagementAndGeneralAmt |
| Fundraising | $162,060 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,161 | TotalAmt |
| Program Services | $213,453 | ProgramServicesAmt |
| Management And General | $1,152,638 | ManagementAndGeneralAmt |
| Fundraising | $70 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Maintenance and Equipment | $4,505,298 | $3,753,426 | $566,120 | $185,752 |
| Consultants & Honoraria | $3,341,869 | $1,959,642 | $1,265,950 | $116,277 |
| DINING SERVICES | $11,629,039 | $11,001,711 | $513,476 | $113,852 |
| Library Acquisitions | $1,334,732 | $1,334,732 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,908,819 | TotalAmt |
| Program Services | $5,642,284 | ProgramServicesAmt |
| Management And General | $210,158 | ManagementAndGeneralAmt |
| Fundraising | $56,377 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,185,278 | TotalAmt |
| Program Services | $228,833,467 | ProgramServicesAmt |
| Management And General | $30,660,144 | ManagementAndGeneralAmt |
| Fundraising | $7,691,667 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,666 | BOYAmt |
| EOY | $18,021 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,895,674 | BOYAmt |
| EOY | $50,068,125 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,064,869 | BOYAmt |
| EOY | $29,361,443 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,898,959 | BOYAmt |
| EOY | $3,035,143 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $531,225,548 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $231,121,834 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,554,153 | BOYAmt |
| EOY | $300,103,714 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,175,195 | BOYAmt |
| EOY | $286,191,881 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,508,335 | BOYAmt |
| EOY | $39,180,658 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,685,224 | BOYAmt |
| EOY | $77,546,309 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,196,075 | BOYAmt |
| EOY | $785,505,294 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,982,633 | BOYAmt |
| EOY | $35,050,045 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,380,505 | BOYAmt |
| EOY | $2,415,716 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,641,929 | BOYAmt |
| EOY | $17,066,735 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,335,251 | BOYAmt |
| EOY | $247,218,762 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,351 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,353,669 | BOYAmt |
| EOY | $301,751,258 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,251,081 | BOYAmt |
| EOY | $255,104,159 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,062,956 | BOYAmt |
| EOY | $88,724,820 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,528,369 | BOYAmt |
| EOY | $139,925,057 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $468,842,406 | BOYAmt |
| EOY | $483,754,036 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,196,075 | BOYAmt |
| EOY | $785,505,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,005,879 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,035,989 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,058,260 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,411,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,325,752 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,129,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,696,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,558,321 | CurrentTaxYearAmt |
| Total | $140,121,241 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,411,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,325,752 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,129,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,696,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,558,321 | CurrentTaxYearAmt |
| Total | $140,121,241 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,088,727 | SubstantialContributorsTotAmt |
| Public Support Total170 | $133,032,514 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,447,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,017,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,233,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,337,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,617,104 | CurrentTaxYearAmt |
| Total | $15,652,595 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $290,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $181,792 | CurrentTaxYearMinus2YearsAmt |
| Total | $472,777 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $409,033 | CurrentTaxYearAmt |
| Total | $409,033 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $156,655,646 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,165,526,380 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | FAIRFIELD UNIVERSITY MAY INDIRECTLY INCUR LOBBYING EXPENSE THROUGH DUES PAID TO OTHER ORGANIZATIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 9 | TotalEasementsCnt |
| Total Acreage | 30.00 | TotalAcreageCnt |
| Historic Strctr Easements Aftr | 2 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 65.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $40,000 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $324,498,896 | BeginningYearBalanceAmt |
| Contributions | $5,909,462 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,112,030 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,354,070 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,028,414 | OtherExpendituresAmt |
| End Year Balance | $316,913,844 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $321,418,792 | BeginningYearBalanceAmt |
| Contributions | $5,462,179 | ContributionsAmt |
| Investment Earnings Or Losses | $8,949,982 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,664,316 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,667,741 | OtherExpendituresAmt |
| End Year Balance | $324,498,896 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $279,942,310 | BeginningYearBalanceAmt |
| Contributions | $5,975,887 | ContributionsAmt |
| Investment Earnings Or Losses | $46,138,721 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,449,456 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,188,670 | OtherExpendituresAmt |
| End Year Balance | $321,418,792 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $256,129,303 | BeginningYearBalanceAmt |
| Contributions | $7,440,796 | ContributionsAmt |
| Investment Earnings Or Losses | $27,269,923 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,884,790 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,012,922 | OtherExpendituresAmt |
| End Year Balance | $279,942,310 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $258,747,437 | BeginningYearBalanceAmt |
| Contributions | $14,963,728 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,371,279 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,395,380 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,815,203 | OtherExpendituresAmt |
| End Year Balance | $256,129,303 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.42920 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.44150 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12930 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,393,750 | OtherCostOrOtherBasisAmt |
| Book Value | $6,393,750 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $427,723,070 | OtherCostOrOtherBasisAmt |
| Depreciation | $188,357,758 | DepreciationAmt |
| Book Value | $239,365,312 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,210,739 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,579,147 | DepreciationAmt |
| Book Value | $9,631,592 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,190,420 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,625,499 | DepreciationAmt |
| Book Value | $32,564,921 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,707,569 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,559,430 | DepreciationAmt |
| Book Value | $12,148,139 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $300,103,714 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSIT WITH TRUSTEES | $69,533,629 |
| OTHER ASSETS | $8,012,680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $77,546,309 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $213,779,867 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$12,035,989 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$70,210,553 | OtherRevenueAmt |
| Revenue Not Reported | -$82,246,542 | RevenueNotReportedAmt |
| Revenue Subtotal | $296,026,409 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $778,851 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$614,103 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $164,748 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $296,191,157 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $198,868,237 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $614,103 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $614,103 | ExpensesNotReportedAmt |
| Expenses Subtotal | $198,254,134 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $778,851 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $68,152,293 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $68,931,144 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $267,185,278 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 1A | SFAS 116 (ASC 958) FOOTNOTE THE ART COLLECTIONS ARE DONATED TO THE UNIVERSITY AND NOT RECOGNIZED IN THE ASSETS OF THE BALANCE SHEET. THE AUDITED FINANCIAL STATEMENTS DOES NOT HAVE A FOOTNOTE REGARDING THE COLLECTIONS. |
| SCHEDULE D, PART III, LINE 4 | ORGANIZATION'S COLLECTIONS THE ART COLLECTIONS ARE IMPORTANT CULTURAL RESOURCES OF THE UNIVERSITY, PROVIDING ARTS AND ACADEMIC ENRICHMENT TO THE STUDENTS, FACULTY, LOCAL COMMUNITY, AND INTERNATIONAL SCHOLARLY COMMUNITY. THE COLLECTIONS ARE HOUSED AT THE LUKACS GALLERY, THOMAS J WALSH ART GALLERY, THE BELLARMINE MUSEUM & VARIOUS LOCATIONS ON CAMPUS. A WEBSITE HAS BEEN DESIGNED TO GIVE ACCESS TO THESE WORKS OF ART, COLLECTIONS AND VENUES AND TO PROVIDE HISTORICAL AND TECHNICAL INFORMATION ON THE WORKS. THE BELLARMINE MUSEUM IS DEDICATED TO PRESERVING, STUDYING, AND EXHIBITING THOSE OBJECTS ENTRUSTED TO ITS CARE, WHILE NEVER LOSING SIGHT OF ITS OBLIGATION TO EDUCATE AND INSPIRE ITS MANY AUDIENCES, FOR THE GREATER ENRICHMENT OF ALL. THE MUSEUM IS OPEN TO THE PUBLIC AND FREE OF CHARGE FOR INDIVIDUALS. |
| SCHEDULE D, PART V, LINE 4 | THE UNIVERSITY'S ENDOWMENT IS AN AGGREGATION OF GIFTS PROVIDED BY DONORS WITH THE REQUIREMENT THE GIFTS BE HELD IN PERPETUITY TO GENERATE EARNINGS NOW AND IN FUTURE YEARS TO SUPPORT THE UNIVERSITY'S PROGRAMS OF INSTRUCTION, RESEARCH AND PUBLIC SERVICE AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENT. EARNINGS FROM ENDOWMENT INVESTMENTS SUPPORT SCHOLARSHIPS, CHAIRS, PROFESSORSHIPS, FELLOWSHIPS, BASIC RESEARCH, AS WELL AS ACADEMIC AND PUBLIC SERVICE PROGRAMS. THE ENDOWMENT SHOULD PROVIDE STABILITY SINCE THE PRINCIPAL IS INVESTED AND EARNINGS ARE GENERATED YEAR AFTER YEAR. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| SCHEDULE D, PART X, LINE 2 | THE UNIVERSITY IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS GENERALLY EXEMPT FROM INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE UNIVERSITY RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE UNIVERSITY EVALUATES, ON AN ANNUAL BASIS, THE EFFECTS OF ANY UNCERTAIN TAX POSITIONS ON ITS FINANCIAL STATEMENTS. AS OF JUNE 30, 2016, THE UNIVERSITY HAS NOT IDENTIFIED OR PROVIDED FOR ANY SUCH POSITIONS. |
| SCHEDULE D, PART XI, LINE 2D | OTHER AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12: STUDENT FINANCIAL AID $(68,152,293) LOSS ON LONG-TERM DEBT ADVANCE REFINANCING (1,957,786) CHANGE IN SPLIT INTEREST AGREEMENTS (100,474) ------------- $(70,210,553) |
| SCHEDULE D, PART XI, LINE 4B | OTHER AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: RENTAL EXPENSE $(614,103) |
| SCHEDULE D, PART XII, LINE 2D | OTHER AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25: RENTAL EXPENSE $614,103 |
| SCHEDULE D, PART XII, LINE 4B | OTHER AMOUNTS INCLUDED ON FORM 990, PART IX, LINE 25, BUT NOT ON LINE 1: STUDENT FINANCIAL AID $68,152,293 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | FAIRFIELD UNIVERSITY ADMITS STUDENTS OF ANY SEX, RACE, COLOR, MARITAL STATUS, SEXUAL ORIENTATION, RELIGION, AGE, NATIONAL ORIGIN OR ANCESTRY, DISABILITY OR HANDICAP TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS OF THE UNIVERSITY. IT DOES NOT DISCRIMINATE ON THE BASIS OF SEX, RACE, COLOR, MARITAL STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, VETERAN'S STATUS, POLITICAL IDEOLOGY, RELIGION, AGE, NATIONAL ORIGIN OR ANCESTRY, DISABILITY OR HANDICAP IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, EMPLOYMENT POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, ATHLETIC PROGRAMS, OR OTHER UNIVERSITY-ADMINISTERED PROGRAMS. THIS INFORMATION IS OUTLINED ON FAIRFIELD UNIVERSITY'S PUBLIC WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | FAIRFIELD UNIVERSITY RECEIVES GRANTS, AWARDS AND FINANCIAL ASSISTANCE FOR ITS STUDENTS FROM VARIOUS GOVERNMENTAL AGENCIES. THE UNIVERSITY HAS ALWAYS BEEN IN GOOD STANDING AND THE RIGHT TO RECEIVE SUCH AID HAS NEVER BEEN REVOKED OR SUSPENDED. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 1 | 2 | Program Services | Study Abroad Program | $5,032,707 |
| East Asia and the Pacific | Program Services | Study Abroad Program | $254,182 | ||
| Central America and the Caribbean | Program Services | Study Abroad Program | $97,687 | ||
| Central America and the Caribbean | Grantmaking | $7,000 | |||
| East Asia and the Pacific | Grantmaking | $55,088 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | $1,003,153 | |||
| North America | Grantmaking | $1,338,658 | |||
| South America | Grantmaking | $62,500 | |||
| South Asia | Grantmaking | $69,750 | |||
| Sub-Saharan Africa | Grantmaking | $211,965 | |||
| Central America and the Caribbean | Investments | $17,214,946 | |||
| Europe (Including Iceland and Greenland) | Investments | $7,323,308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $32,670,944 | SubtotalSpentAmt |
| Total Spent | $32,670,944 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|---|
| SCHOLARSHIP | Central America and the Caribbean | 1 | $7,000 |
| SCHOLARSHIP | East Asia and the Pacific | 4 | $55,088 |
| SCHOLARSHIP | Europe (Including Iceland and Greenland) | 21 | $1,003,153 |
| SCHOLARSHIP | North America | 43 | $1,338,658 |
| SCHOLARSHIP | South America | 3 | $62,500 |
| SCHOLARSHIP | South Asia | 6 | $69,750 |
| SCHOLARSHIP | Sub-Saharan Africa | 4 | $211,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART 1, LINE 3 | FormAndLineReferenceDesc |
| Explanation | STUDY ABROAD PROGRAMS AND GRANTMAKING ARE REPORTED ON THE ACCRUAL METHOD. INVESTMENTS ARE REPORTED AT FAIR MARKET VALUE. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|
| RUFFALO CODY | |||||||
| PO BOX 718 | DES MOINES | IA | 50303 | EXTERNAL DB | false | $19,614 | -$19,614 |
| COMMUNITY COUNSELING SERV | |||||||
| PO BOX 824885 | PHILADELPHIA | PA | 19182 | CAMPAIGN CONSULTING | false | $300,000 | -$300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $319,614 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$319,614 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Alumni Awrd Din | Event1Nm |
| Gross Receipts Event1 | $588,873 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $471,995 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $116,878 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $191,620 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $403 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $39,769 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $588,873 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $471,995 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $116,878 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $191,620 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $403 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $39,769 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $231,792 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$114,914 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| INSTITUTIONAL SCHOLARSHIPS | 2951 | $52,182,185 |
| ATHLETIC SCHOLARSHIPS | 271 | $5,582,860 |
| STATE AND FEDERAL GRANTS | 493 | $742,085 |
| PREP SCHOOL FINANCIAL AID | 257 | $2,369,773 |
| OTHER FINANCIAL AID | 524 | $4,527,276 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | SEVERAL PROCEDURES AND REPORTS ARE USED ANNUALLY TO MONITOR FINANCIAL AID INCLUDING: THE UNIVERSITY HAS IN PLACE INTERNAL CONTROLS TO ENSURE AMOUNTS ARE AWARDED TO STUDENTS WHO CONTINUE TO MEET AND MAINTAIN ELIGIBILITY REQUIREMENTS. THESE INTERNAL CONTROLS ARE ADMINISTERED BY THE UNIVERSITY'S FINANCIAL AID OFFICE, INDEPENDENT AUDITORS COMPLETE THE A-133 AUDIT RELATING TO FEDERAL STUDENT AID, THE FISAP REPORT FOR THE DEPARTMENT OF EDUCATION, COMMON DATA SET (CDS) WHICH IS A SET OF STANDARDS AND DEFINITIONS AMONG THE HIGHER EDUCATION COMMUNITY & PUBLISHERS AS REPRESENTED BY THE COLLEGE BOARD, PETERSON'S, US NEWS & WORLD REPORT & THE WINTERGREEN ORCHARD HOUSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REV JEFFREY VON ARX SJ | ||||||||||||||
| PRESIDENT | $301,480 | $0 | $0 | $0 | $0 | $0 | $30,148 | $0 | $51,307 | $0 | $382,935 | $0 | $0 | $0 |
| MARK REED | ||||||||||||||
| SECRETARY (THROUGH 6/30/15) | $158,730 | $0 | $0 | $0 | $0 | $0 | $21,200 | $0 | $33,533 | $0 | $213,463 | $0 | $0 | $0 |
| MICHAEL TRAFECANTE | ||||||||||||||
| TREASURER | $239,330 | $0 | $0 | $0 | $0 | $0 | $17,760 | $0 | $11,309 | $0 | $268,399 | $0 | $0 | $0 |
| KEVIN LAWLOR | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $343,502 | $0 | $0 | $0 | $0 | $0 | $23,850 | $0 | $35,706 | $0 | $403,058 | $0 | $0 | $0 |
| LYNN BABINGTON | ||||||||||||||
| PROVOST & SR. VP ACADEMICS | $262,535 | $0 | $0 | $0 | $0 | $0 | $18,693 | $0 | $27,721 | $0 | $308,949 | $0 | $0 | $0 |
| THOMAS PELLEGRINO | ||||||||||||||
| VICE PRESIDENT | $201,177 | $0 | $0 | $0 | $0 | $0 | $14,859 | $0 | $32,761 | $0 | $248,797 | $0 | $0 | $0 |
| WALTER HALAS | ||||||||||||||
| VP ADVANCEMENTS | $249,251 | $0 | $0 | $0 | $0 | $0 | $11,900 | $0 | $24,787 | $0 | $285,938 | $0 | $0 | $0 |
| SYDNEY JOHNSON | ||||||||||||||
| HEAD MBB COACH | $500,923 | $0 | $0 | $0 | $0 | $0 | $20,800 | $0 | $41,985 | $0 | $563,708 | $0 | $0 | $0 |
| NORMAN SOLOMON | ||||||||||||||
| PROF OF MANAGEMENT | $209,910 | $0 | $0 | $0 | $0 | $0 | $19,629 | $0 | $27,631 | $0 | $257,170 | $0 | $0 | $0 |
| GREGORY KOUTMOS | ||||||||||||||
| PROF OF FINANCE | $193,523 | $0 | $0 | $0 | $0 | $0 | $16,694 | $0 | $33,164 | $0 | $243,381 | $0 | $0 | $0 |
| JOSEPH FRAGER | ||||||||||||||
| HEAD WBB COACH | $199,756 | $0 | $0 | $0 | $0 | $0 | $15,663 | $0 | $33,937 | $0 | $249,356 | $0 | $0 | $0 |
| YOHURU WILLIAMS | ||||||||||||||
| DEAN COLLEGE OF ARTS & SCIENCE | $161,769 | $0 | $0 | $0 | $0 | $0 | $14,559 | $0 | $33,015 | $0 | $209,343 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT RESIDES IN A HOUSE THAT WAS DONATED TO THE UNIVERSITY SPECIFICALLY FOR THE PRESIDENT'S USE. THE HOUSE IS USED EXTENSIVELY FOR UNIVERSITY EVENTS. THE PRESIDENT LIVES IN THE HOUSE FOR THE CONVENIENCE OF THE UNIVERSITY. CLEANING SERVICES ARE PROVIDED FOR THE HOUSE AS UNIVERSITY EVENTS ARE CONDUCTED THERE. THE HEAD COACH FOR MEN'S BASKETBALL RECEIVED MEMBERSHIP TO A CLUB FOR THE PURPOSE OF ENTERTAINING POTENTIAL DONORS TO THE ATHLETIC PROGRAMS. ALL AMOUNTS ARE INCLUDED IN NON-TAXABLE BENEFITS IN COLUMN D OF SCHEDULE J. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CHEFA 2008 SERIES M | ||||||||
| A | 060806186 | 20774UVX0 | 2008-04-10 | $39,445,697 | Refund CHEFA 2005 & 2004 SERIES BO | false | false | false |
| CHEFA 2008 SERIES N | ||||||||
| B | 060806186 | 20774UK87 | 2008-08-21 | $110,773,813 | Refund CHEFA 2005 SERIES BOND | false | false | false |
| CHEFA 2010 SERIES O | ||||||||
| C | 060806186 | 20774UW50 | 2010-03-17 | $73,474,749 | Construction of various campus fac | false | false | false |
| CHEFA 2010 SERIES P | ||||||||
| D | 060806186 | 20774UY41 | 2010-03-17 | $11,573,281 | Current refunding of 1998 BOND | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $31,472,089 | $0 | $39,445,697 | $3,051,849 | $0 | $0 | $489,667 | $0 | $0 | $0 | $35,904,182 | $0 | 2005 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $73,529,097 | $0 | $110,773,813 | $9,938,250 | $0 | $0 | $786,405 | $0 | $0 | $3,355,000 | $96,694,158 | $0 | 2002 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $505,661 | $0 | $73,474,749 | $7,011,334 | $4,732,010 | $0 | $731,405 | $0 | $0 | $61,000,000 | $0 | $0 | 2012 | false | false | Yes (true) | Yes (true) |
| D | $1,950,293 | $0 | $11,573,281 | $1,065,750 | $0 | $0 | $116,497 | $0 | $0 | $0 | $10,391,034 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.02230 | 0.02230 | false | false | false | Yes (true) |
| B | false | false | Yes (true) | Yes (true) | false | 0 | false | false | false | Yes (true) | ||
| C | false | false | Yes (true) | Yes (true) | false | false | 0.00080 | 0.00080 | false | false | false | Yes (true) |
| D | false | false | Yes (true) | Yes (true) | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
| C | false |
| D | false |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART III, LINE 3A | MANAGEMENT AND SERVICE CONTRACTS ALL MANAGEMENT AND SERVICE CONTRACTS IN BOND FINANCED SPACE HAVE BEEN PREVIOUSLY REVIEWED BY BOND COUNSEL. THEY WERE DETERMINED TO FALL UNDER THE SAFE HARBOR PROVIDED BY REVENUE PROCEDURE 97-13 AND WILL NOT RESULT IN PRIVATE BUSINESS USE. |
| SCHEDULE K, PART III, LINE 3C | RESEARCH AGREEMENTS RESEARCH AGREEMENTS RELATING TO THE BONDS ISSUE M AND Q2 HAVE BEEN REVIEWED BY BOND COUNSEL TO ENSURE THEY ARE COMPLIANT WITH THE APPLICABLE SAFE HARBORS. THE RESEARCH AGREEMENTS DID NOT RESULT IN ANY PRIVATE BUSINESS USE. |
| SCHEDULE K, PART IV, LINE 2C | THE DATE OF MOST RECENT REBATE CALCULATION FOR THE CHEFA 2008 SERIES M, CHEFA 2008 SERIES N, CHEFA 2010 SERIES 0 AND CHEFA 2010 SERIES P BOND ISSUES WAS MARCH 2015. |
| SCHEDULE K, PART III, LINE 9, PART IV, LINE 7, AND PART V | THE UNIVERSITY PLANS TO DRAFT WRITTEN PROCEDURES FOR THE NEXT TAX YEAR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CHEFA 2016 SERIES Q-1 | ||||||||
| A | 060806186 | 20774YYR2 | 2016-02-25 | $53,583,942 | CONSTRUCTION OF VARIOUS CAMPUS FAC | false | false | false |
| CHEFA 2016 SERIES Q-2 | ||||||||
| B | 060806186 | 20774YZH3 | 2016-03-30 | $20,006,907 | PARTIALLY REFUND CHEFA SERIES 2008 | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $53,583,942 | $0 | $3,138,393 | $0 | $525,083 | $0 | $0 | $49,920,466 | $0 | $0 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $20,006,907 | $0 | $0 | $0 | $291,447 | $0 | $0 | $0 | $19,715,431 | $0 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | false | 0.03000 | 0.03000 | false | false | false | Yes (true) | |
| B | false | false | Yes (true) | Yes (true) | Yes (true) | 0.03000 | 0.03000 | false | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $23,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $100,471 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,364 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 66 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,331,612 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Adam Broderick Gift Certificates | Desc |
| Contribution | 117 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,925 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN SCHEDULE M, PART I, COLUMN B REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | FAIRFIELD UNIVERSITY IS AN INSTITUTION OF HIGHER LEARNING WITH UNDERGRADUATE, GRADUATE AND CONTINUING EDUCATION ACADEMIC PROGRAMS INCLUDING STUDENTS RESIDING ON CAMPUS. FULL-TIME EQUIVALENT ENROLLMENT FOR THE 2015-2016 ACADEMIC YEAR WERE 3,793 UNDERGRADUATES AND 731 GRADUATE STUDENTS WITH APPROXIMATELY 2,901 STUDENTS LIVING IN ON-CAMPUS RESIDENCES. ALSO INCLUDED IN OUR PROGRAM SERVICES IS A SECONDARY PREPARATORY SCHOOL WITH AN ENROLLMENT OF APPROXIMATELY 900 STUDENTS. FAIRFIELD UNIVERSITY WELCOMED 966 MEMBERS OF THE CLASS OF 2019 AND 35 TRANSFER STUDENTS TO CAMPUS IN THE FALL OF 2015. THE CLASS OF 2019 IS A STRONG CLASS, WITH AN AVERAGE SAT SCORE OF 1785, SLIGHTLY HIGHER THAN THAT OF THE CLASS OF 20I8. CONTINUED REFINEMENT OF THE FINANCIAL AID PROCESS AS WELL AS ENHANCEMENTS TO CAMPUS PROGRAMMING AND FOLLOW UP COMMUNICATION EFFORTS RESULTED IN A CLASS THAT EXCEEDED OUR BUDGETED GOALS. RECOGNITION OF QUALITY AND VALUE FOR THE 25TH CONSECUTIVE YEAR FAIRFIELD RANKED IN THE TOP 2% OF ITS PEER GROUP IN SURVEYS DONE BY U S NEWS AND WORLD REPORT, FAIRFIELD WAS THE SECOND HIGHEST UNIVERSITY IN THE NORTH REGION. THE UNIVERSITY WAS ALSO ACCLAIMED FOR ITS "STRONG COMMITMENT TO UNDERGRADUATE TEACHING," HIGH FRESHMAN RETENTION RATE (89%) AND SIX-YEAR GRADUATION RATE (82%) MONEY MAGAZINE RANKED FAIRFIELD IN THE TOP 185 (OUT OF 706) FOR BEST VALUED BASED ON QUALITY OF EDUCATION, AFFORDABILITY AND OUTCOMES FAIRFIELD HAS ALSO BEEN RECOGNIZED BY THE FOLLOWING PUBLICATIONS AND ORGANIZATIONS: FORBES MAGAZINE'S AMERICAN'S TOP COLLEGES, PRINCETON REVIEW'S TOP 380 COLLEGES, KIPLNGER'S PERSONAL FINANCE "35 BEST COLLEGE VALUES IN NEW ENGLAND", BLOOMBERG BUSINESS WEEK'S LIST OF BEST UNDERGRADUATE BUSINESS SCHOOLS ABROAD "101 TOP FOUR STUDY ABROAD PROGRAMS IN THE WORLD". THE FAIRFIELD STAGS CONTINUE TO DEMONSTRATE PROWESS ON BOTH THE FIELD AND IN THE CLASSROOM IN DATA RELEASED BY THE NATIONAL COLLEGIATE ATHLETIC ASSOCIATION FAIRFIELD HAD THE HIGHEST GRADUATION SUCCESS RATE (GSR) OF ALL 11 METRO ATLANTIC ATHLETIC CONFERENCE (MAAC) COLLEGES AND UNIVERSITIES AND THE 12TH HIGHEST IN THE NATION. FAIRFIELD HAD A GSR OF 96 PERCENT WITH 13 SPORTS AT FAIRFIELD UNIVERSITY ACHIEVING A 100% GRADUATION RATE. |
| FORM 990, PART III, LINE 4B | AUXILIARY SERVICES INCLUDE THE COSTS OF ROOM AND BOARD FOR APPROXIMATELY 2,901 FULL-TIME UNDERGRADUATE STUDENTS LIVING ON CAMPUS IN RESIDENCE HALLS, TOWNHOUSES, AND APARTMENT COMPLEXES RESIDING ON A 200 ACRE CAMPUS. GRADUATE STUDENT HOUSING IS ALSO OFFERED IN INDEPENDENT OFF-CAMPUS HOUSES, AND IN AN APARTMENT STYLE RESIDENCE HALL. |
| FORM 990, PART VI, SECTION B, LINE 11 | IT IS THE POLICY OF FAIRFIELD UNIVERSITY THAT EACH VOTING MEMBER OF THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES IS PRESENTED WITH A COPY OF THE COMPLETED IRS FORM 990 BEFORE IT IS FILED WITH THE IRS. FORM 990 IS REVIEWED AND APPROVED BY THE VICE PRESIDENT FOR FINANCE BEFORE IT IS FORWARDED TO THE FINANCE AND AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C: | MEMBERS OF THE BOARD OF TRUSTEES ARE ASKED TO SIGN A CONFLICT OF INTEREST STATEMENT. THE STATEMENT SHALL BE SIGNED ANNUALLY BY EACH BOARD MEMBER AS A CONDITION OF MEMBERSHIP ON THE BOARD OF TRUSTEES. EACH TRUSTEE IS EXPECTED TO DISCLOSE IN WRITING TO THE CHAIRMAN OF THE BOARD ALL SITUATIONS IN WHICH CONFLICTS MIGHT EXIST, OR APPEAR TO EXIST. CONFLICT OF INTEREST STATESMENTS ARE COLLECTED AND REVIEWED BY THE CHIEF OF STAFF. NO TRUSTEE HAVING INTERESTS CONFLICTING WITH THE INTERESTS OF THE UNIVERSITY OR APPEARING SO SHALL TAKE PART IN THE DELIBERATIONS OR VOTES OF THE BOARD INVOLVING THE QUESTION CONCERNING THE CONFLICT NOR SEEK TO INFLUENCE THE OTHER TRUSTEES ON THAT QUESTION. |
| FORM 990, PART VI SECTION B, LINE 15: | THE REVIEW PROCESS INCLUDES ALL OF THESE ELEMENTS (1) REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES -COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES OF FAIRFIELD UNIVERSITY, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL (2) USE OF DATA AS TO COMPARABLE COMPENSATION-THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED UNIVERSITIES. THE FOLLOWING METHODS HAVE BEEN USED A. REVIEW BY AN INDEPENDENT THIRD PARTY; B. CONDUCT MARKET ASSESSMENT OF SALARIES; AND C. EVALUATE THE APPROPRIATENESS OF THE CURRENT SALARY STRUCTURE TO ENSURE THAT WE ARE AND REMAIN COMPETITIVE WITH THE MARKET, AS WELL AS REMAIN INTERNALLY EQUITABLE. (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING -THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. COMPENSATION ARRANGEMENT. THE LAST TIME OF REVIEW WAS MARCH 2015 DURING THE BOARD MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19: | GOVERNING DOCUMENTS SUCH AS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND WHISTLEBLOWER POLICY ARE AVAILABLE ON THE UNIVERSITY'S WEBSITE AND ALSO BY REQUEST. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS: LOSS ON LONG-TERM DEBT ADVANCE REFUNDING $(1,957,786) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT (100,474) ------------ $(2,058,260) |