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FAIRFIELD UNIVERSITY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
FAIRFIELD UNIVERSITY (EIN 06-0646623)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-13
IRS object ID
201601349349302290
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-13T09:25:02-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1345 Park AvenueAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101540102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060646623EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FAIRFIELD UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MICHAEL TRAFECANTEInCareOfNm
Business Name ControlFAIRBusinessNameControlTxt
Phone2032544000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11073 NORTH BENSON ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068245195ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL TRAFECANTEPersonNm
Person TitleVP FINANCE/TREASURERPersonTitleTxt
Phone2032544000PhoneNum
Signature2016-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKPMG LLPPreparerPersonNm
PTINP00431862PTIN
Phone2127589700PhoneNum
Preparation2016-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerREV JEFFREY P VON ARX SJPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11073 NORTH BENSON ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068245195ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$310,146,124GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FAIRFIELD.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1942FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionFAIRFIELD'S MISSION IS TO DEVELOP THE CREATIVE INTELLECTUAL POTENTIAL OF ITS STUDENTS AND TO FOSTER IN THEM ETHICAL AND RELIGIOUS VALUES AND A SENSE OF SOCIAL RESPONSIBILITY.ActivityOrMissionDesc
Voting Members Governing Body38VotingMembersGoverningBodyCnt
Voting Members Independent37VotingMembersIndependentCnt
Total Employee2935TotalEmployeeCnt
Total Volunteers500TotalVolunteersCnt
Total Gross UBI-$12,981TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$26,066NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$29,129,565PYContributionsGrantsAmt
CY Contributions Grants$26,696,203CYContributionsGrantsAmt
PY Program Service Revenue$230,524,561PYProgramServiceRevenueAmt
CY Program Service Revenue$244,065,862CYProgramServiceRevenueAmt
PY Investment Income$20,575,412PYInvestmentIncomeAmt
CY Investment Income$18,685,753CYInvestmentIncomeAmt
PY Other Revenue$2,035,697PYOtherRevenueAmt
CY Other Revenue$939,734CYOtherRevenueAmt
PY Total Revenue$282,265,235PYTotalRevenueAmt
CY Total Revenue$290,387,552CYTotalRevenueAmt
PY Grants And Similar Paid$60,948,524PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$65,201,906CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$106,199,507PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$106,418,558CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$365,178CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,493,986CYTotalFundraisingExpenseAmt
PY Other Expenses$82,264,385PYOtherExpensesAmt
CY Other Expenses$86,844,827CYOtherExpensesAmt
PY Total Expenses$249,412,416PYTotalExpensesAmt
CY Total Expenses$258,830,469CYTotalExpensesAmt
PY Revenues Less Expenses$32,852,819PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$31,557,083CYRevenuesLessExpensesAmt
Total Assets BOY$702,865,090TotalAssetsBOYAmt
Total Assets EOY$716,196,075TotalAssetsEOYAmt
Total Liabilities BOY$256,961,805TotalLiabilitiesBOYAmt
Total Liabilities EOY$247,353,669TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$445,903,285NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$468,842,406NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionEDUCATION 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
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$181,660,781ExpenseAmt
Grant$65,201,906GrantAmt
Revenue$202,241,747RevenueAmt
DescFAIRFIELD 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 2014-2015 ACADEMIC YEAR WERE 3,786 UNDERGRADUATES AND 722 GRADUATE STUDENTS WITH APPROXIMATELY 2,929 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 1,056 MEMBERS OF THE CLASS OF 2018 AND 47 TRANSFER STUDENTS TO CAMPUS in the Fall of 2014. THE NUMBER EXCEEDED THE BUDGETED GOAL OF 975. THE CLASS OF 2018 IS A STRONG CLASS, WITH AN AVERAGE SAT SCORE OF 1775, SLIGHTLY HIGHER THAN THAT OF THE CLASS OF 20I7. 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 24TH 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 SIXTH 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 (80%) MONEY MAGAZINE RANKED FAIRFIELD IN THE TOP 150 (OUT OF 665) 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 (MMC) COLLEGES AND UNIVERSITIES AND THE 12TH HIGHEST IN THE NATION. FAIRFIELD HAD A GSR OF 97 PERCENT WITH 17 OF ITS VARSITY PROGRAMS ABOVE THE NATIONAL AVERAGE OF DIVISION I STUDENT-ATHLETES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$38,419,386ExpenseAmt
Revenue$39,430,166RevenueAmt
DescAUXILIARY SERVICES INCLUDE THE COSTS OF ROOM AND BOARD FOR APPROXIMATELY 2,600 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, AN APARTMENT STYLE RESIDENCE HALL.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,822,268ExpenseAmt
Revenue$3,842,770RevenueAmt
DescOTHER PROGRAM SERVICESDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$222,902,435TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document933IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2935EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryITForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members38GoverningBodyVotingMembersCnt
Independent Voting Member37IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMICHAEL TRAFECANTEPersonNm
Phone2032544000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11073 NORTH BENSON ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
NANCY A ALTOBELLO
TRUSTEE2.00.0Yes (X)$0$0$0
CEASAR NICHOLAS ANQUILLARE
TRUSTEE1.00.0Yes (X)$0$0$0
WILLIAM L ATWELL
TRUSTEE2.00.0Yes (X)$0$0$0
REV DENNIS M BAKER SJ
TRUSTEE1.00.0Yes (X)$0$0$0
REV JOHN F BALDOVIN SJ
TRUSTEE1.00.0Yes (X)$0$0$0
REV TERRENCE A BAUM SJ
TRUSTEE2.00.0Yes (X)$0$0$0
MARK J BECKWITH
TRUSTEE1.00.0Yes (X)$0$0$0
JOSEPH R BRONSON
TRUSTEE1.00.0Yes (X)$0$0$0
KEVIN P CANNON
TRUSTEE1.00.0Yes (X)$0$0$0
CARLOS M CARDOSO
TRUSTEE1.00.0Yes (X)$0$0$0
FRANK J CARROLL III
TRUSTEE2.00.0Yes (X)$0$0$0
KEVIN M CONLISK
TRUSTEE1.00.0Yes (X)$0$0$0
TIMOTHY J CONWAY
TRUSTEE1.00.0Yes (X)$0$0$0
WILLIAM C CRAGER
TRUSTEE1.00.0Yes (X)$0$0$0
SHEILA KEARNEY DAVIDSON
TRUSTEE2.00.0Yes (X)$0$0$0
CHRISTOPHER C DESMARAIS
TRUSTEE1.00.0Yes (X)$0$0$0
REV TERRENCE P DEVINO SJ
TRUSTEE1.00.0Yes (X)$0$0$0
PETER J GILLEN
TRUSTEE1.00.0Yes (X)$0$0$0
PATRICIA E GLASSFORD
TRUSTEE2.00.0Yes (X)$0$0$0
KELLY SIMON HONDRU
TRUSTEE1.00.0Yes (X)$0$0$0
BRIAN P HULL
TRUSTEE2.00.0Yes (X)$0$0$0
PAUL J HUSTON
TRUSTEE1.00.0Yes (X)$0$0$0
ROBIN KANAREK
TRUSTEE1.00.0Yes (X)$0$0$0
SUSAN ROBINSON KING MA
TRUSTEE1.00.0Yes (X)$0$0$0
KATHERINE N LAPP
TRUSTEE1.00.0Yes (X)$0$0$0
STEPHEN M LESSING
TRUSTEE1.00.0Yes (X)$0$0$0
BILL MCINTOSH
TRUSTEE1.00.0Yes (X)$0$0$0
ANDREW J MCMAHON
TRUSTEE1.00.0Yes (X)$0$0$0
ROBERT J MURPHY JR
TRUSTEE1.00.0Yes (X)$0$0$0
MOST REV GEORGE V MURRY SJ
TRUSTEE1.00.0Yes (X)$0$0$0
GAVIN G O'CONNOR
TRUSTEE1.00.0Yes (X)$0$0$0
BIFF J O'REILLY
TRUSTEE2.00.0Yes (X)$0$0$0
REV STEPHEN A PRIVETT SJ
TRUSTEE2.00.0Yes (X)$0$0$0
CHRISTOPHER C QUICK
TRUSTEE1.00.0Yes (X)$0$0$0
KATIE JACOBS ROBINSON
TRUSTEE1.00.0Yes (X)$0$0$0
MARIANNE DOLAN WEBER
TRUSTEE1.00.0Yes (X)$0$0$0
JAMES D WEHR
TRUSTEE1.00.0Yes (X)$0$0$0
REV JEFFREY VON ARX SJ
PRESIDENT45.00.0Yes (X)$301,480$0$81,455Yes (X)
MARK REED
SECRETARY45.00.0$273,096$0$56,391Yes (X)
MICHAEL TRAFECANTE
TREASURER45.00.0$208,626$0$10,864Yes (X)
KEVIN LAWLOR
EXECUTIVE VICE PRESIDENT45.00.0$345,234$0$47,447Yes (X)
LYNN BABINGTON
PROVOST & SR VP ACADEMICS45.00.0$238,688$0$46,068Yes (X)
THOMAS PELLEGRINO
SR. VP FOR STUDENT AFFAIRS45.00.0$184,275$0$47,375Yes (X)
EVELYN FRANCIS
CHIEF INFORMATION OFFICER45.00.0$182,994$0$48,083Yes (X)
WALTER HALAS
VP, ADVANCEMENT45.00.0$154,841$0$35,318Yes (X)
DONALD GIBSON
DEAN, SCHOOL OF BUSINESS45.00.0$201,373$0$49,820Yes (X)
SYDNEY JOHNSON
HEAD MBB COACH45.00.0$532,252$0$63,239Yes (X)
NORMAN SOLOMON
PROFESSOR OF MANAGEMENT45.00.0$209,785$0$47,258Yes (X)
GREGORY KOUTMOS
PROFESSOR OF FINANCE45.00.0$191,969$0$49,836Yes (X)
JOSEPH FRAGER
HEAD WBB COACH45.00.0$191,216$0$49,476Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,215,829TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$632,630TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K178IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Sodexo Inc Affiliates
PO Box 352BuffaloNY14240Dining Service$10,903,948
ABM Janitorial Services Northeast I
PO Box 1534New YorkNY10008Custodial Service$2,913,159
The Fairfield Jesuit Community
Fairfield UniversityFairfieldCT06824Admin & Teaching Ser$1,971,109
KW Construction LLC
126 Bucks Hill RdSouthburyCT06488Contruction$1,528,620
The Travelers Indemnity
CL Remittance Ctr PO Box 660317DallasTX752660317Insurance$1,427,222
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K105CntrctRcvdGreaterThan100KCnt
Fundraising$876,926FundraisingAmt
Government Grants$3,120,817GovernmentGrantsAmt
All Other Contributions$22,698,460AllOtherContributionsAmt
Noncash Contributions$3,702,045NoncashContributionsAmt
Total Contributions$26,696,203TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition & Fees611600$202,241,747$202,241,747
Auxiliary Services721000$39,430,166$39,430,166
Other Program Services900099$2,393,949$2,393,949
FieldValueIRS element (for citing)
Total Program Service Revenue$244,065,862TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,855,636TotalRevenueColumnAmt
Unrelated Business Revenue$18,880UnrelatedBusinessRevenueAmt
Exclusion$3,836,756ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,481,586RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,200,041RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$281,545RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$281,545TotalRevenueColumnAmt
Related Or Exempt Func Income$313,406RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$31,861UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$33,156,452SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$18,326,335SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$14,830,117SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,830,117TotalRevenueColumnAmt
Exclusion$14,830,117ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$114,970FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$876,926ContriRptFundraisingEventAmt
Fundraising Direct Expenses$232,196FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$117,226TotalRevenueColumnAmt
Exclusion-$117,226ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SUMMER CAMPS & OTHER611710$370,079$370,079
Miscellaneous income611710$405,336$405,336
FieldValueIRS element (for citing)
Other Revenue Total$775,415OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$290,387,552TotalRevenueColumnAmt
Related Or Exempt Func Income$245,154,683RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$12,981UnrelatedBusinessRevenueAmt
Exclusion$18,549,647ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$62,699,147TotalAmt
Program Services$62,699,147ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$2,502,759TotalAmt
Program Services$2,502,759ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,464,584TotalAmt
Program Services$1,318,824ProgramServicesAmt
Management And General$713,699ManagementAndGeneralAmt
Fundraising$432,061FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$75,728,065TotalAmt
Program Services$63,731,994ProgramServicesAmt
Management And General$8,369,774ManagementAndGeneralAmt
Fundraising$3,626,297FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,943,103TotalAmt
Program Services$4,136,335ProgramServicesAmt
Management And General$537,411ManagementAndGeneralAmt
Fundraising$269,357FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$17,955,607TotalAmt
Program Services$11,728,791ProgramServicesAmt
Management And General$5,507,247ManagementAndGeneralAmt
Fundraising$719,569FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,327,199TotalAmt
Program Services$4,478,203ProgramServicesAmt
Management And General$571,603ManagementAndGeneralAmt
Fundraising$277,393FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$52TotalAmt
Program Services$52ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$532,377TotalAmt
Program Services$7,016ProgramServicesAmt
Management And General$525,068ManagementAndGeneralAmt
Fundraising$293FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$233,450TotalAmt
Program Services$1,400ProgramServicesAmt
Management And General$232,050ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$365,178TotalAmt
Fundraising$365,178FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,102,411TotalAmt
Management And General$1,102,411ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,318,615TotalAmt
Program Services$13,653,751ProgramServicesAmt
Management And General$2,629,124ManagementAndGeneralAmt
Fundraising$35,740FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$922,778TotalAmt
Program Services$302,094ProgramServicesAmt
Management And General$604,108ManagementAndGeneralAmt
Fundraising$16,576FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,948,322TotalAmt
Program Services$5,202,714ProgramServicesAmt
Management And General$2,175,414ManagementAndGeneralAmt
Fundraising$570,194FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,548,473TotalAmt
Program Services$1,418,174ProgramServicesAmt
Management And General$1,099,328ManagementAndGeneralAmt
Fundraising$30,971FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,197,658TotalAmt
Program Services$9,190,192ProgramServicesAmt
Management And General$7,466ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,531,060TotalAmt
Program Services$5,041,176ProgramServicesAmt
Management And General$716,043ManagementAndGeneralAmt
Fundraising$773,841FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$930,156TotalAmt
Program Services$832,486ProgramServicesAmt
Management And General$102,511ManagementAndGeneralAmt
Fundraising-$4,841FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,025,099TotalAmt
Program Services$10,025,099ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,272,374TotalAmt
Program Services$15,323,464ProgramServicesAmt
Management And General$790,910ManagementAndGeneralAmt
Fundraising$158,000FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,197,678TotalAmt
Program Services$163,378ProgramServicesAmt
Management And General$1,034,230ManagementAndGeneralAmt
Fundraising$70FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Maint and Equipment$5,678,791$4,405,629$1,106,003$167,159
Library Acquisitions$1,494,721$1,494,721
Other expense$5,910,812$5,245,036$609,648$56,128

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$258,830,469TotalAmt
Program Services$222,902,435ProgramServicesAmt
Management And General$28,434,048ManagementAndGeneralAmt
Fundraising$7,493,986FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$607,094BOYAmt
EOY$413,666EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$50,658,062BOYAmt
EOY$40,895,674EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,673,140BOYAmt
EOY$25,064,869EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,679,092BOYAmt
EOY$2,898,959EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$502,892,719LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$216,338,566LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$281,004,944BOYAmt
EOY$286,554,153EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$265,367,390BOYAmt
EOY$286,175,195EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$51,039,008BOYAmt
EOY$44,508,335EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$28,836,360BOYAmt
EOY$29,685,224EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$702,865,090BOYAmt
EOY$716,196,075EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$30,760,789BOYAmt
EOY$29,982,633EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,180,400BOYAmt
EOY$2,380,505EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,960,187BOYAmt
EOY$16,641,929EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$205,817,091BOYAmt
EOY$198,335,251EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$6,188,465BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$54,873BOYAmt
EOY$13,351EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$256,961,805BOYAmt
EOY$247,353,669EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$225,404,198BOYAmt
EOY$245,251,081EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$87,118,224BOYAmt
EOY$87,062,956EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$133,380,863BOYAmt
EOY$136,528,369EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$445,903,285BOYAmt
EOY$468,842,406EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$702,865,090BOYAmt
EOY$716,196,075EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$31,557,083ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$8,528,533NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$89,429OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,059,676CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,411,400CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,325,752CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,129,565CurrentTaxYearMinus1YearAmt
Current Tax Year$26,696,203CurrentTaxYearAmt
Total$131,622,596TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,059,676CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,411,400CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,325,752CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,129,565CurrentTaxYearMinus1YearAmt
Current Tax Year$26,696,203CurrentTaxYearAmt
Total$131,622,596TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,136,875SubstantialContributorsTotAmt
Public Support Total170$124,485,721PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$778,774CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,447,776CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,017,219CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,233,274CurrentTaxYearMinus1YearAmt
Current Tax Year$5,337,222CurrentTaxYearAmt
Total$10,814,265TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$290,985CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$181,792CurrentTaxYearMinus1YearAmt
Total$472,777TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$142,909,638TotalSupportAmt
Gross Receipts Rltd Activities$1,112,645,136GrossReceiptsRltdActivitiesAmt
Public Support CY1700.87108PublicSupportCY170Pct
Public Support PY1700.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Media Advertisements$0MediaAdvertisementsAmt
Mailings MembersfalseMailingsMembersInd
Mailings Members$0MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Publications Or Broadcast$0PublicationsOrBroadcastAmt
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Grants Other Organizations$0GrantsOtherOrganizationsAmt
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Direct Contact Legislators$0DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Rallies Demonstrations$0RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Total Lobbying Expenditures$0TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1FormAndLineReferenceDesc
ExplanationFAIRFIELD UNIVERSITY MAY INDIRECTLY INCUR LOBBYING EXPENSE THROUGH DUES PAID TO OTHER ORGANIZATIONS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Total Easements9TotalEasementsCnt
Total Acreage30.00TotalAcreageCnt
Historic Strctr Easements Aftr2HistoricStrctrEasementsAftrCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (true)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement65.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$40,000ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdfalseSection170hRqrStsfdInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$321,418,792BeginningYearBalanceAmt
Contributions$5,552,666ContributionsAmt
Investment Earnings Or Losses$8,859,495InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,664,316GrantsOrScholarshipsAmt
Other Expenditures$6,667,741OtherExpendituresAmt
End Year Balance$324,498,896EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$279,942,310BeginningYearBalanceAmt
Contributions$6,088,762ContributionsAmt
Investment Earnings Or Losses$46,025,846InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,449,456GrantsOrScholarshipsAmt
Other Expenditures$7,188,670OtherExpendituresAmt
End Year Balance$321,418,792EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$256,129,303BeginningYearBalanceAmt
Contributions$7,440,796ContributionsAmt
Investment Earnings Or Losses$27,269,923InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,884,790GrantsOrScholarshipsAmt
Other Expenditures$7,012,922OtherExpendituresAmt
End Year Balance$279,942,310EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$258,747,437BeginningYearBalanceAmt
Contributions$14,963,728ContributionsAmt
Investment Earnings Or Losses-$6,371,279InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,395,380GrantsOrScholarshipsAmt
Other Expenditures$7,815,203OtherExpendituresAmt
End Year Balance$256,129,303EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$223,395,750BeginningYearBalanceAmt
Contributions$3,930,822ContributionsAmt
Investment Earnings Or Losses$42,769,642InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,160,570GrantsOrScholarshipsAmt
Other Expenditures$8,188,207OtherExpendituresAmt
End Year Balance$258,747,437EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.42920BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.42074PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.15006TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,393,749OtherCostOrOtherBasisAmt
Book Value$6,393,749BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$424,381,328OtherCostOrOtherBasisAmt
Depreciation$159,689,305DepreciationAmt
Book Value$264,692,023BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,350,531OtherCostOrOtherBasisAmt
Depreciation$8,880,233DepreciationAmt
Book Value$9,470,298BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$53,767,111OtherCostOrOtherBasisAmt
Depreciation$47,769,028DepreciationAmt
Book Value$5,998,083BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$286,554,153TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$44,508,335BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$44,508,335TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCAPITAL LEASESDesc
Amt$13,351Amt
FieldValueIRS element (for citing)
Total Liability$13,351TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$216,523,358TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$8,528,533NetUnrealizedGainsInvstAmt
Other Revenue-$231,385OtherRevenueAmt
Revenue Not Reported-$8,759,918RevenueNotReportedAmt
Revenue Subtotal$225,283,276RevenueSubtotalAmt
Investment Expenses Not Incld$1,102,411InvestmentExpensesNotIncldAmt
Other Revenues Not Included$64,001,865OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$65,104,276RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$290,387,552TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$193,584,237TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$1,200,041OtherExpensesIncludedAmt
Expenses Not Reported$1,200,041ExpensesNotReportedAmt
Expenses Subtotal$192,384,196ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,102,411InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$65,343,862OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$66,446,273ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$258,830,469TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D - PART III, LINE 1ASFAS 116 (ASC 958) FOOTNOTE THE ART COLLECTIONS ARE DONATED TO THE UNIVERSITY AND NOT RECONGIZED IN THE ASSETS OF THE BALANCE SHEET. THE AUDITED FINANCIAL STATEMENTS DOES NOT HAVE A FOOTNOTE REGARDING THE COLLECTIONS.
SCHEDULE D - PART III, LINE 4ORGANIZATION'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 4THE 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 XI, LINE 2DOTHER AMOUNTS INCLUDED ON AUDITED FINANCIAL STATEMENTS BUT NOT ON FORM 990, PART VIII: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT ( 89,429) MISC. EXPENSES (141,956) _________ TOTAL (231,385)
SCHEDULE D - PART XI, LINE 4BAMOUNTS INCLUDED ON FORM 990, PART VIII BUT NOT AUDITED FINANCIAL STATEMENTS: SCHOLARSHIP EXPENSE 65,201,906 RENTAL EXPENSE RECLASS ( 1,200,041) ____________ TOTAL 64,001,865
SCHEDULE D - PART XII, LINE 2DAMOUNTS INCLUDED ON AUDITED FINANCIAL STATEMENTS BUT NOT ON FORM 990, PART IX: RENTAL EXPENSE RECLASS 1,200,041
SCHEDULE D - PART XII, LINE 4BAMOUNTS INCLUDED ON FORM 990, PART IX BUT NOT ON AUDITED FINANCIAL STATEMENTS: MISC. EXPENSES 141,956 SCHOLARSHIP EXPENSE 65,201,906 -------------- TOTAL 65,343,862

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E - PART I, LINE 3FAIRFIELD 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

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)12Program ServicesSTUDY ABROAD ACADEMIC$5,150,167
East Asia and the Pacific00Program ServicesSTUDY ABROAD ACADEMIC$411,861
Central America and the Caribbean00Program ServicesSTUDY ABROAD ACADEMIC$80,587
Sub-Saharan Africa00Program ServicesSTUDY ABROAD ACADEMIC$75,869
Central America and the CaribbeanGrantmaking$7,000
East Asia and the PacificGrantmaking$83,194
Europe (Including Iceland and Greenland)Grantmaking$1,062,076
Middle East and North AfricaGrantmaking$1,000
North AmericaGrantmaking$1,122,530
South AmericaGrantmaking$45,500
South AsiaGrantmaking$62,309
Sub-Saharan AfricaGrantmaking$119,150
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees2SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee2TotalEmployeeCnt
Subtotal Spent$8,221,243SubtotalSpentAmt
Total Spent$8,221,243TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPCentral America and the Caribbean1$7,000
SCHOLARSHIPEast Asia and the Pacific7$83,194
SCHOLARSHIPEurope (Including Iceland and Greenland)23$1,062,076
SCHOLARSHIPMiddle East and North Africa1$1,000
SCHOLARSHIPNorth America33$1,122,530
SCHOLARSHIPSouth America3$45,500
SCHOLARSHIPSouth Asia36$62,309
SCHOLARSHIPSub-Saharan Africa3$119,150
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F - PART I, LINE 3:FormAndLineReferenceDesc
ExplanationACCRUAL METHODExplanationTxt

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmt
RUFFALO CODY
POBOX 718DES MOINESIA50303EXTERNAL DBfalse$25,178
COMMUNITY COUNSELING SERV
PO BOX 824885PHILADELPHIAPA19182CAMPAIGN CONSULTINGfalse$340,000
FieldValueIRS element (for citing)
Total Retained By Contractors$365,178TotalRetainedByContractorsAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Alumni Awrd DinEvent1Nm
Gross Receipts Event1$991,896GrossReceiptsEvent1Amt
Charitable Contri Event1$876,926CharitableContriEvent1Amt
Gross Revenue Event1$114,970GrossRevenueEvent1Amt
Rent Facility Costs Event1$188,040RentFacilityCostsEvent1Amt
Entertainment Event1$4,228EntertainmentEvent1Amt
Other Direct Expenses Event1$39,928OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$991,896GrossReceiptsTotalAmt
Charitable Contributions Tot$876,926CharitableContributionsTotAmt
Gross Revenue Total Events$114,970GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$188,040RentFcltyCostsTotalEventsAmt
Entertainment Total Events$4,228EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$39,928OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$232,196DirectExpenseSummaryEventsAmt
Net Income Summary-$117,226NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
INSTITUTIONAL SCHOLARSHIPS5238$47,811,005
ATHLETIC SCHOLARSHIPS350$6,266,464
STATE AND FEDERAL GRANTS682$1,347,957
PREP SCHOOL FINANCIAL AID259$2,341,691
OTHER FINANCIAL AID619$4,932,030

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I - PART I, LINE 2:FormAndLineReferenceDesc
ExplanationSEVERAL 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

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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$273,096$0$0$0$0$0$21,200$0$35,191$0$329,487$0$0$0
MICHAEL TRAFECANTE
TREASURER$208,626$0$0$0$0$0$0$0$10,864$0$219,490$0$0$0
KEVIN LAWLOR
EXECUTIVE VICE PRESIDENT$345,234$0$0$0$0$0$11,716$0$35,731$0$392,681$0$0$0
LYNN BABINGTON
PROVOST & SR VP ACADEMICS$238,688$0$0$0$0$0$18,693$0$27,375$0$284,756$0$0$0
THOMAS PELLEGRINO
SR. VP FOR STUDENT AFFAIRS$184,275$0$0$0$0$0$14,859$0$32,516$0$231,650$0$0$0
EVELYN FRANCIS
CHIEF INFORMATION OFFICER$182,994$0$0$0$0$0$15,059$0$33,024$0$231,077$0$0$0
WALTER HALAS
VP, ADVANCEMENT$154,841$0$0$0$0$0$11,900$0$23,418$0$190,159$0$0$0
DONALD GIBSON
DEAN, SCHOOL OF BUSINESS$201,373$0$0$0$0$0$16,529$0$33,291$0$251,193$0$0$0
SYDNEY JOHNSON
HEAD MBB COACH$532,252$0$0$0$0$0$20,800$0$42,439$0$595,491$0$0$0
NORMAN SOLOMON
PROFESSOR OF MANAGEMENT$209,785$0$0$0$0$0$19,629$0$27,629$0$257,043$0$0
GREGORY KOUTMOS
PROFESSOR OF FINANCE$191,969$0$0$0$0$0$16,694$0$33,142$0$241,805$0$0$0
JOSEPH FRAGER
HEAD WBB COACH$191,216$0$0$0$0$0$15,663$0$33,813$0$240,692$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J - PART I, LINE 1A:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CHEFA Fairfield University Series M
A0608061860000207742008-04-10$39,445,697Refund CHEFA Series K & Series L1falsefalsefalse
CHEFA Fairfield University Series N
B06080618620774UK872008-08-21$110,773,813Refund CHEFA Series L1 & L2falsefalsefalse
CHEFA Fairfield University Series O
C060806186020774UW52010-03-17$73,474,749Construction of various campus facfalsefalsefalse
CHEFA Fairfield University Series P
D06080618620774UY412010-03-17$11,573,281Current refunding of CHEFA Seriesfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$39,445,697$2,959,317$0$35,904,182$489,667$0$0$0$35,904,182$02005Yes (true)falseYes (true)Yes (true)
B$0$0$110,773,813$9,940,734$0$0$786,405$0$0$0$100,249,158$02002Yes (true)falseYes (true)Yes (true)
C$0$0$73,474,749$7,127,275$4,732,010$0$731,405$0$0$61,000,000$0$02012falsefalseYes (true)Yes (true)
D$0$0$11,573,281$1,066,016$0$0$116,497$0$0$0$10,391,034$0Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPct
AfalsefalseYes (true)falsefalse0.022300.02230falsefalsefalsefalse
BfalsefalseYes (true)falsefalse0falsefalsefalsefalse
CfalsefalseYes (true)falsefalse0.000800.00080falsefalsefalsefalse0.00000
D0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falsefalse
0
BfalsefalsefalseYes (true)falsefalsefalse0falsefalse
0
CfalsefalsefalseYes (true)falsefalsefalse0falsefalse
0
DfalsefalsefalseYes (true)falsefalsefalse0falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
Afalse
Bfalse
Cfalse
Dfalse

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 3ATHE UNIVERSITY HAS MANAGEMENT CONTRACTS THAT MEET THE INCIDENTAL USE EXCEPTION.
PART III, LINE 3BTHE UNIVERSITY RECENTLY ENGAGED OUTSIDE COUNSEL TO REVIEW ITS CONTRACTS ON DECEMBER 2015.
PART IV, LINE 2CTHE DATE OF MOST RECENT REBATE CALCULATION IS MARCH 2015.
PART III, LINE 9, PART IV, LINE 7, AND PART VTHE UNIVERSITY PLANS TO DRAFT WRITTEN PROCEDURES FOR THE NEXT TAX YEAR.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$37,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesappraisalMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$7,464NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehiclesGrp

Boats And Planes BoatsAndPlanesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$4,050NoncashContributionsRptF990Amt
Method Of Determining RevenuesBlue book valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution80ContributionCnt
Noncash Contributions Rpt F990$3,636,623NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$4,628NoncashContributionsRptF990Amt
Method Of Determining RevenuesManifestMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescMedia coverageDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$12,280NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 BOARD.
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. 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 A AND B: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: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT $( 89,429)