AURORA UNIVERSITY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AURORA UNIVERSITY (EIN 36-2166964)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-12
- IRS object ID
- 201610439349302006
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-12T11:24:52-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 W DIEHL RD SUITE 400 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605632349 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362166964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AURORA UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AURO | BusinessNameControlTxt |
| Phone | 6308926431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 SOUTH GLADSTONE AVENUE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID W EISINGER DBA CFA | PersonNm |
| Person Title | VICE PRESIDENT FOR FINANCE | PersonTitleTxt |
| Phone | 6308926431 | PhoneNum |
| Signature | 2016-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN PAUTSCH | PreparerPersonNm |
| PTIN | P00034913 | PTIN |
| Phone | 6305668400 | PhoneNum |
| Preparation | 2016-02-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR REBECCA SHERRICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 SOUTH GLADSTONE AVENUE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $132,340,310 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AURORA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1899 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE POST-SECONDARY UNDERGRADUATE AND GRADUATE EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 1786 | TotalEmployeeCnt |
| Total Volunteers | 374 | TotalVolunteersCnt |
| Total Gross UBI | $325,061 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$264,664 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,434,128 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,079,365 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $87,256,521 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $90,729,927 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,945,484 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,267,348 | CYInvestmentIncomeAmt |
| PY Other Revenue | $467,365 | PYOtherRevenueAmt |
| CY Other Revenue | $183,129 | CYOtherRevenueAmt |
| PY Total Revenue | $114,103,498 | PYTotalRevenueAmt |
| CY Total Revenue | $112,259,769 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $34,609,132 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $35,927,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $41,049,197 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,221,122 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,305,009 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,339,739 | PYOtherExpensesAmt |
| CY Other Expenses | $26,400,080 | CYOtherExpensesAmt |
| PY Total Expenses | $100,998,068 | PYTotalExpensesAmt |
| CY Total Expenses | $106,548,202 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,105,430 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,711,567 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $164,038,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $170,939,068 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,070,539 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,891,641 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $114,967,559 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $119,047,427 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PRIMARY PURPOSE OF AURORA UNIVERSITY IS TO PROVIDE POST-SECONDARY UNDERGRADUATE AND GRADUATE EDUCATION SHAPED BY ITS LONG-STANDING COMMITMENT TO EDUCATIONAL EXCELLENCE AND COMMUNITY PARTNERSHIP. THE UNIVERSITY IS GUIDED BY ITS MISSION TO BE AN INCLUSIVE COMMUNITY DEDICATED TO THE TRANSFORMATIVE POWER OF LEARNING AND CONTINUES TO UPHOLD ITS VALUES OF INTEGRITY, CITIZENSHIP, CONTINUOUS LEARNING, AND EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $85,494,451 | ExpenseAmt |
| Grant | $35,633,165 | GrantAmt |
| Revenue | $82,377,773 | RevenueAmt |
| Desc | AURORA UNIVERSITY PROVIDES POST-SECONDARY EDUCATION AND RELATED ACTIVITIES AND SUPPORT SERVICES TO 3,722 UNDERGRADUATE STUDENTS AND 2,374 GRADUATE STUDENTS ON ITS THREE LOCATIONS IN AURORA, ILLINOIS, WILLIAMS BAY, WISCONSIN AND WOODSTOCK, ILLINOIS, AS WELL AS ON-LINE AND VARIOUS OTHER LOCATIONS. DURING THE YEAR, AU GRADUATED 803 STUDENTS WITH BACHELOR OF ARTS AND BACHELOR OF SCIENCE DEGREES AND 554 STUDENTS WITH GRADUATE DEGREES IN EDUCATION, SOCIAL WORK, BUSINESS, RECREATION, AND NURSING. AS PART OF ITS MISSION, THE UNIVERSITY OFFERS CULTURAL AND EDUCATIONAL OPPORTUNITIES TO ITS STUDENTS, FACULTY, STAFF AND THE NEIGHBORING COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,358,518 | ExpenseAmt |
| Grant | $293,836 | GrantAmt |
| Revenue | $7,608,324 | RevenueAmt |
| Desc | AURORA UNIVERSITY HAS RESIDENCE HALL CAPACITY OF 759 BEDS ON ITS AURORA CAMPUS, AS WELL AS, OFFERING HOUSING SERVICES FOR ITS GRADUATE AND UNDERGRADUATE STUDENTS ON ITS WISCONSIN CAMPUS. FOOD SERVICE FOR STUDENTS AND STAFF IS PROVIDED AT THREE LOCATIONS ON THE AURORA CAMPUS AND A DINING HALL ON THE WISCONSIN CAMPUS. ADDITIONALLY, A BOOKSTORE ON THE AURORA CAMPUS SELLS TEXTBOOKS, SUPPLIES AND MISCELLANEOUS CONVENIENCE ITEMS TO STUDENTS, FACULTY AND STAFF. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,474,495 | ExpenseAmt |
| Revenue | $473,152 | RevenueAmt |
| Desc | GEORGE WILLIAMS COLLEGE CAMPUS PROVIDES FOOD SERVICES, LODGING AND MEETING ROOMS FOR ALL INDIVIDUALS PARTICIPATING IN A CONFERENCE OR SEMINAR. THE PROGRAM ANNUALLY PROVIDES SERVICES TO OVER 74 SCHOOLS, CHURCHES, HUMAN SERVICE ORGANIZATIONS AND RETREAT/PROGRAM GROUPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $94,327,464 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 158 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1786 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON MAXWELL CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6308445630 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 S GLADSTONE AVENUE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605064808 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN D AMMONS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R BERGMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HILARY K BRENNAN | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP S CALI | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD A CHURCHILL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHAD A DE KING | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES B DOSS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FARRELL FRENTRESS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNE HANSEN | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD M HEM | ||||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAWN E JEFFERS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISS JOHNS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL K KEEFE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR DONALD E KIESO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RUTH MENDIUS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR CALVIN R MYERS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD PALMER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT B PALMER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MYRON J RESNICK | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD A SCHINDLBECK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS R SCOTT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D SIMMS JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE P SIMMS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID K STONE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS T STUHLEY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD THOMAS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER A TUCKER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINNEA WINDEL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DELBERT W ARSENAULT | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES E BENSON | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TELL COFFEY | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WA GREENE | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FLORENCE S HART | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD KINNAMON | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN F MCKEE | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FR FRANK MILLER | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN M ROESCH | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CALVIN R THELIN | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK K VORIS | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA L SHERRICK PHD | ||||||||
| PRESIDENT | 60.00 | $453,224 | $0 | $28,171 | Yes (X) | |||
| DAVID W EISINGER DBA CFA | ||||||||
| TREASURER | 60.00 | $0 | $0 | $0 | Yes (X) | |||
| MARGARET E SHARRER | ||||||||
| SECRETARY | 60.00 | $110,830 | $0 | $11,873 | Yes (X) | |||
| MARILYN D CAMPBELL CPA | ||||||||
| ASSISTANT TREASURER | 60.00 | $121,216 | $0 | $12,735 | Yes (X) | |||
| ANDREW P MANION PHD | ||||||||
| EXECUTIVE VICE PRESIDENT | 60.00 | $236,250 | $0 | $24,915 | Yes (X) | |||
| THEODORE C PARGE | ||||||||
| EXECUTIVE VICE PRESIDENT FOR ADVANCEMENT | 60.00 | $231,251 | $0 | $13,654 | Yes (X) | |||
| DESPAIN DONNA M | ||||||||
| SENIOR VICE PRESIDENT FOR ENROLLMENT/EXECUTIVE DEA | 60.00 | $218,303 | $0 | $21,332 | Yes (X) | |||
| DELACEY LORA L | ||||||||
| SENIOR VICE PRESIDENT FOR STUDENT LIFE | 60.00 | $218,104 | $0 | $18,126 | Yes (X) | |||
| MCFARLAND STEVEN M | ||||||||
| VICE PRESIDENT FOR UNIVERSITY COMMUNICATIONS AND A | 60.00 | $180,500 | $0 | $21,264 | Yes (X) | |||
| BETH REISSENWEBER PHD CPA | ||||||||
| FORMER TREASURER | 60.00 | $113,368 | $0 | $12,265 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,883,046 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $164,335 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 48 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE BOLDT COMPANY | |||||
| 2525 N ROEMER ROAD | APPLETON | WI | 54911 | CONSTRUCTION | $19,961,659 |
| SODEXO INC | |||||
| 9801 WASHINGTONIAN BOULEVARD | GAITHERSBURG | MD | 20878 | FACILITIES & FOOD SERVICE MGMT | $6,350,854 |
| THE LEARNING HOUSE INC | |||||
| 427 SOUTH FOURTH ST SUITE 300 | LOUISVILLE | KY | 40202 | ONLINE CLASS MANAGEMENT | $1,054,437 |
| SCHERRER CONSTRUCTION CO INC | |||||
| 601 BLACKHAWK DRIVE | BURLINGTON | WI | 53105 | CONSTRUCTION | $697,780 |
| CORDOGAN CLARK & ASSOCIATES | |||||
| 960 RIDGEWAY AVE | AURORA | IL | 60506 | ARCHITECTURAL SERVICE | $654,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $14,358,860 | GovernmentGrantsAmt |
| All Other Contributions | $4,720,505 | AllOtherContributionsAmt |
| Noncash Contributions | $1,732,128 | NoncashContributionsAmt |
| Total Contributions | $19,079,365 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| STUDENT TUITION & FEES | 611310 | $81,758,699 | $81,758,699 | |
| AUXILIARY REVENUE | 611310 | $7,898,064 | $7,819,895 | $78,169 |
| CULTURAL EDUCATION | 611310 | $867,676 | $675,168 | $192,508 |
| ATHLETIC EVENTS | 611310 | $178,821 | $178,821 | |
| RENTAL INCOME | 611310 | $26,667 | $26,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $90,729,927 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $865,128 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,863 | UnrelatedBusinessRevenueAmt |
| Exclusion | $867,991 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,892 | TotalRevenueColumnAmt |
| Exclusion | $2,892 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $72,990 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,882 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $51,108 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,108 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $34,272 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,836 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,427,265 | SecuritiesAmt |
| Other | $33,614 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,743,823 | SecuritiesAmt |
| Other | $314,836 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,683,442 | SecuritiesAmt |
| Other | -$281,222 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,402,220 | TotalRevenueColumnAmt |
| Exclusion | $1,402,220 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $125,143 | $22,975 | $102,168 |
| ROYALTY INCOME-TELEPHONE SERVICE | 900099 | $3,986 | $3,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $129,129 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,259,769 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $90,459,250 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $325,061 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,396,093 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,311 | TotalAmt |
| Program Services | $20,311 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,906,689 | TotalAmt |
| Program Services | $35,906,689 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $813,572 | TotalAmt |
| Management And General | $647,411 | ManagementAndGeneralAmt |
| Fundraising | $166,161 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,500,619 | TotalAmt |
| Program Services | $30,602,259 | ProgramServicesAmt |
| Management And General | $4,244,393 | ManagementAndGeneralAmt |
| Fundraising | $653,967 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,475,292 | TotalAmt |
| Program Services | $1,377,333 | ProgramServicesAmt |
| Management And General | $83,649 | ManagementAndGeneralAmt |
| Fundraising | $14,310 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,640,981 | TotalAmt |
| Program Services | $3,399,219 | ProgramServicesAmt |
| Management And General | $206,444 | ManagementAndGeneralAmt |
| Fundraising | $35,318 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,790,658 | TotalAmt |
| Program Services | $2,605,359 | ProgramServicesAmt |
| Management And General | $158,230 | ManagementAndGeneralAmt |
| Fundraising | $27,069 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,766 | TotalAmt |
| Management And General | $135,766 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,000 | TotalAmt |
| Management And General | $87,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,000 | TotalAmt |
| Management And General | $134,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,770 | TotalAmt |
| Management And General | $218,770 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,539,544 | TotalAmt |
| Program Services | $8,258,209 | ProgramServicesAmt |
| Management And General | $1,149,465 | ManagementAndGeneralAmt |
| Fundraising | $131,870 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,759 | TotalAmt |
| Program Services | $532,816 | ProgramServicesAmt |
| Management And General | $122,694 | ManagementAndGeneralAmt |
| Fundraising | $4,249 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,438,848 | TotalAmt |
| Program Services | $2,395,408 | ProgramServicesAmt |
| Management And General | $978,074 | ManagementAndGeneralAmt |
| Fundraising | $65,366 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,178 | TotalAmt |
| Program Services | $241,116 | ProgramServicesAmt |
| Management And General | $478,873 | ManagementAndGeneralAmt |
| Fundraising | $79,189 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,869,705 | TotalAmt |
| Program Services | $1,617,353 | ProgramServicesAmt |
| Management And General | $240,280 | ManagementAndGeneralAmt |
| Fundraising | $12,072 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,819 | TotalAmt |
| Program Services | $675,261 | ProgramServicesAmt |
| Management And General | $77,258 | ManagementAndGeneralAmt |
| Fundraising | $46,300 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,394 | TotalAmt |
| Program Services | $120,607 | ProgramServicesAmt |
| Management And General | $17,401 | ManagementAndGeneralAmt |
| Fundraising | $1,386 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,268 | TotalAmt |
| Management And General | $430,268 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,037,754 | TotalAmt |
| Program Services | $5,153,050 | ProgramServicesAmt |
| Management And General | $828,691 | ManagementAndGeneralAmt |
| Fundraising | $56,013 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,813 | TotalAmt |
| Program Services | $27,227 | ProgramServicesAmt |
| Management And General | $587,303 | ManagementAndGeneralAmt |
| Fundraising | $283 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COST OF GOODS SOLD | $731,692 | $731,692 | ||
| BAD DEBT EXPENSE | $349,437 | $349,437 | ||
| DUES, MEMBERSHIPS, & SU | $204,153 | $176,770 | $20,679 | $6,704 |
| ENTERTAINMENT | $157,478 | $91,729 | $60,997 | $4,752 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,702 | TotalAmt |
| Program Services | $45,619 | ProgramServicesAmt |
| Management And General | $8,083 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,548,202 | TotalAmt |
| Program Services | $94,327,464 | ProgramServicesAmt |
| Management And General | $10,915,729 | ManagementAndGeneralAmt |
| Fundraising | $1,305,009 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,279,429 | BOYAmt |
| EOY | $4,232,379 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,967,571 | BOYAmt |
| EOY | $910,755 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,122,583 | BOYAmt |
| EOY | $514,725 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,599,860 | BOYAmt |
| EOY | $2,321,109 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,638 | BOYAmt |
| EOY | $394,184 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,192,520 | BOYAmt |
| EOY | $1,965,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $178,763,244 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $63,611,145 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,298,016 | BOYAmt |
| EOY | $115,152,099 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,635,158 | BOYAmt |
| EOY | $41,536,937 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,483,382 | BOYAmt |
| EOY | $3,714,466 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,941 | BOYAmt |
| EOY | $196,559 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,038,098 | BOYAmt |
| EOY | $170,939,068 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,073,502 | BOYAmt |
| EOY | $7,069,547 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,645,880 | BOYAmt |
| EOY | $6,337,206 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,200,000 | BOYAmt |
| EOY | $25,200,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,218,895 | BOYAmt |
| EOY | $10,164,766 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,932,262 | BOYAmt |
| EOY | $3,120,122 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,070,539 | BOYAmt |
| EOY | $51,891,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,981,238 | BOYAmt |
| EOY | $78,848,431 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,538,467 | BOYAmt |
| EOY | $19,206,027 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,447,854 | BOYAmt |
| EOY | $20,992,969 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,967,559 | BOYAmt |
| EOY | $119,047,427 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,038,098 | BOYAmt |
| EOY | $170,939,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,711,567 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,082,104 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$549,595 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $134,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $134,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY HIRED A FIRM TO RESEARCH AND CONTACT LEGISLATORS, STAFF AND OTHER GOVERNMENT OFFICIALS FOR POSSIBLE GRANT OPPORTUNITIES TO BENEFIT THE UNIVERSITY. MORE SPECIFICALLY FOR FY2015, THE UNIVERSITY UTILIZED THE SERVICES OF PROFESSIONAL LOBBYISTS TO SECURE PAYMENT OF REMAINING FUNDS AWARDED TO THE UNIVERSITY UNDER THE ILLINOIS INDEPENDENT COLLEGES CAPITAL PROGRAM. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,591,091 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,016,920 | BeginningYearBalanceAmt |
| Contributions | $453,578 | ContributionsAmt |
| Investment Earnings Or Losses | $1,208,285 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $777,135 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,465,987 | OtherExpendituresAmt |
| End Year Balance | $45,435,661 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,510,518 | BeginningYearBalanceAmt |
| Contributions | $295,890 | ContributionsAmt |
| Investment Earnings Or Losses | $5,861,228 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $824,790 | GrantsOrScholarshipsAmt |
| Other Expenditures | $825,926 | OtherExpendituresAmt |
| End Year Balance | $46,016,920 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,525,229 | BeginningYearBalanceAmt |
| Contributions | $783,105 | ContributionsAmt |
| Investment Earnings Or Losses | $3,880,334 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $633,834 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,044,316 | OtherExpendituresAmt |
| End Year Balance | $41,510,518 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,755,712 | BeginningYearBalanceAmt |
| Contributions | $310,346 | ContributionsAmt |
| Investment Earnings Or Losses | -$764,276 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $752,447 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,024,106 | OtherExpendituresAmt |
| End Year Balance | $38,525,229 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,149,947 | BeginningYearBalanceAmt |
| Contributions | $484,977 | ContributionsAmt |
| Investment Earnings Or Losses | $7,990,363 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $677,748 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,191,827 | OtherExpendituresAmt |
| End Year Balance | $45,755,712 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.33660 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.44810 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21530 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,070,464 | OtherCostOrOtherBasisAmt |
| Book Value | $5,070,464 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $118,973,842 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,615,510 | DepreciationAmt |
| Book Value | $82,358,332 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $152,538 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,827 | DepreciationAmt |
| Book Value | $85,711 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,208,696 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,363,761 | DepreciationAmt |
| Book Value | $8,844,935 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,357,704 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,565,047 | DepreciationAmt |
| Book Value | $18,792,657 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $115,152,099 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $282,472 |
| RETIREMENT BENEFIT OBLIGATION | $755,219 |
| ANNUITIES PAYABLE | $615,656 |
| GOVT. ADVANCES FOR STUDENT LOANS | $636,124 |
| FAIR VALUE OF INTEREST RATE SWAPS | $276,651 |
| ASSET RETIREMENT OBLIGATION | $554,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,120,122 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $74,798,017 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,082,104 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,407,429 | OtherRevenueAmt |
| Revenue Not Reported | $325,325 | RevenueNotReportedAmt |
| Revenue Subtotal | $74,472,692 | RevenueSubtotalAmt |
| Other Revenues Not Included | $37,787,077 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $37,787,077 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $112,259,769 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $70,718,149 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,371,179 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,371,179 | ExpensesNotReportedAmt |
| Expenses Subtotal | $69,346,970 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $37,201,232 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $37,201,232 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $106,548,202 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | 1. COLLECTIONS HELD BY THE UNIVERSITY INCLUDE THE SCHINGOETHE COLLECTION OF NATIVE AMERICAN MATERIALS AND ARTIFACTS. TYPICALLY EACH YEAR, THE SCHINGOETHE CENTER HOSTS A VARIETY OF EVENTS AND PROGRAMS DESIGNED TO HELP INFORM ABOUT MANY ASPECTS OF NATIVE AMERICAN CULTURES, BOTH IN HISTORICAL AND CONTEMPORARY CONTEXTS; HOWEVER, THE SCHINGOETHE COLLECTION WAS IN STORAGE FOR FY2014 AND FY2015 AS THE COLLECTION WAS IN THE PROCESS OF BEING RELOCATED TO A NEWLY CONSTRUCTED BUILDING ON CAMPUS. THE SCHINGOETHE CENTER OPENED IN THE FALL OF FY2016. 2. THE JENKS COLLECTION OF ADVENTIST MATERIAL IS THE SECOND LARGEST COLLECTION OF HISTORIC ADVENT CHRISTIAN BOOKS, MURALS, PHOTOGRAPHS, AND OTHER MATERIALS THAT ARE AVAILABLE FOR RESEARCH. THE JENKS COLLECTION IS MANAGED WITHIN THE PHILLIPS LIBRARY. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS OF THE UNIVERSITY PROVIDE SCHOLARSHIP, OPERATIONAL AND FACILITIES SUPPORT TO THE UNIVERSITY AND ITS FOUR LOCATIONS AURORA, ILLINOIS, WILLIAMS BAY, WISCONSIN AND WOODSTOCK, ILLINOIS. MANY OF THE FUNDS ARE RESTRICTED TO SCHOLARSHIP PURPOSES, HOWEVER A SUBSTANTIAL AMOUNT OF FUNDS ARE BOARD DESIGNATED, OR QUASI-ENDOWMENT FUNDS PROVIDING STRATEGIC FINANCIAL RESOURCES TO THE UNIVERSITY. |
| PART X, LINE 2: | THE UNIVERSITY FOLLOWS AUTHORITATIVE GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS NOT BEEN MET. THIS GUIDANCE ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE UNIVERSITY CONDUCTS BUSINESS SOLELY IN THE UNITED STATES OF AMERICA AND FILES EXEMPT ORGANIZATION TAX RETURNS FOR THE UNITED STATES, ILLINOIS, AND WISCONSIN. IN THE NORMAL COURSE OF BUSINESS, THE UNIVERSITY IS SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. THE UNIVERSITY'S TAX RETURNS FOR YEARS SUBSEQUENT TO FISCAL 2011 ARE OPEN, BY STATUTE, FOR REVIEW BY AUTHORITIES. HOWEVER, AT PRESENT, THERE ARE NO ONGOING INCOME TAX AUDITS OR UNRESOLVED DISPUTES WITH THE VARIOUS TAX AUTHORITIES THAT THE SCHOOL CURRENTLY FILES OR HAS FILED WITH. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSE 1,349,297. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 36,250. RENTAL EXPENSE 21,882. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND AID 25,177,558. GOVERNMENT GRANT EXPENSE 11,804,904. ADJUSTMENT OF ANNUITY 31,845. INVESTMENT EXPENSES 218,770. CHANGE IN ASSET RETIREMENT OBLIGATION 554,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 21,882. FINANCIAL AID EXPENSE 1,349,297. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND AID 25,177,558. GOVERNMENT GRANT EXPENSE 11,804,904. INVESTMENT EXPENSES 218,770. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | A STATEMENT INDICATING THE UNIVERSITY'S NONDISCRIMINATORY POLICY IS INCLUDED IN ALL BROCHURES, CATALOGS AND ANNOUNCEMENTS DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS, AND IS PRESENT ON THE UNIVERSITY'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | AURORA UNIVERSITY RECEIVED FINANCIAL AID FROM GOVERNMENTAL AGENCIES WHICH INCLUDE THE DEPARTMENT OF EDUCATION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $457,599 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $457,599 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $457,599 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITIES IN SCHOOLS OF AURORA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 PRAIRIE ST | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 363909467 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $20,311 | CashGrantAmt |
| Purpose Of Grant | FEDERAL WORK STUDY PROGRAM | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 3767 | RecipientCnt |
| Cash Grant | $35,906,689 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FINANCIAL AID OFFICE CLOSELY MONITORS ANY CHANGES IN THE STATUS OF FINANCIAL AWARD RECIPIENTS THAT WOULD RESULT IN A CORRESPONDING CHANGE IN THE AMOUNT OF AID AWARDED. ANY SUCH CHANGES ARE AUTOMATICALLY DETECTED AND REPORTED BY A SERIES OF SPECIAL REPORTS THAT ARE RUN ON A REGULAR BASIS. MOREOVER, THE OFFICE OF STUDENT ACCOUNTS ENSURES THAT THE CHARGES TO WHICH THE FINANCIAL AID AWARDS ARE APPLIED ARE CONSISTENT WITH THE INTENDED USE OF THE AWARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REBECCA L SHERRICK PHD | ||||||||||||||
| PRESIDENT | $352,710 | $0 | $60,000 | $0 | $40,514 | $0 | $15,919 | $0 | $12,252 | $0 | $481,395 | $0 | $0 | $0 |
| ANDREW P MANION PHD | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $223,107 | $0 | $10,000 | $0 | $3,143 | $0 | $13,575 | $0 | $11,340 | $0 | $261,165 | $0 | $0 | $0 |
| THEODORE C PARGE | ||||||||||||||
| EXECUTIVE VICE PRESIDENT FOR ADVANCE | $221,128 | $0 | $5,000 | $0 | $5,123 | $0 | $13,575 | $0 | $79 | $0 | $244,905 | $0 | $0 | $0 |
| DESPAIN DONNA M | ||||||||||||||
| SENIOR VICE PRESIDENT FOR ENROLLMENT | $209,797 | $0 | $8,000 | $0 | $506 | $0 | $12,618 | $0 | $8,714 | $0 | $239,635 | $0 | $0 | $0 |
| DELACEY LORA L | ||||||||||||||
| SENIOR VICE PRESIDENT FOR STUDENT LI | $209,598 | $0 | $8,000 | $0 | $506 | $0 | $12,606 | $0 | $5,520 | $0 | $236,230 | $0 | $0 | $0 |
| MCFARLAND STEVEN M | ||||||||||||||
| VICE PRESIDENT FOR UNIVERSITY COMMUN | $169,836 | $0 | $8,000 | $0 | $2,664 | $0 | $10,350 | $0 | $10,914 | $0 | $201,764 | $0 | $0 | $0 |
| BETH REISSENWEBER PHD CPA | ||||||||||||||
| FORMER TREASURER | $113,113 | $0 | $0 | $0 | $255 | $0 | $6,802 | $0 | $5,463 | $0 | $125,633 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE TOTAL PRESIDENTIAL COMPENSATION PACKAGE INCLUDES A HOUSING ALLOWANCE. THE HOUSING ALLOWANCE IS TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 7 | CERTAIN EMPLOYEES RECEIVED DISCRETIONARY MERIT BONUSES BASED ON THEIR PERFORMANCE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF AURORA KANE DUPAGE WILL AND KENDALL COUNTIES ILLINOIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 366005778 | BondIssuerEIN |
| CUSIP | 051648BC6 | CUSIPNum |
| Bond Issued | 2004-11-01 | BondIssuedDt |
| Issue Price | $12,000,000 | IssuePriceAmt |
| Purpose | TO FINANCE VARIOUS CAPITAL EXPENDITURES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $12,441,259 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $167,587 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $9,572 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $12,264,100 | CapitalExpendituresAmt |
| Substantial Completion | 2006 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMO CAPITAL MARKETS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 2.100000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: CITY OF AURORA, KANE, DUPAGE, WILL AND KENDALL COUNTIES, ILLIN DATE THE REBATE COMPUTATION WAS PERFORMED: 01/07/2010 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| RONALD M HEM | |||
| TRUSTEE | $51,888 | RONALD M. HEM (BOARD OF TRUSTEES) IS A MEMBER OF THE LAW FIRM ALSCHULER, SIMANTZ, AND HEM, LLC TO WHICH THE UNIVERSITY PAID $51,888 FOR LEGAL COUNSEL PROVIDED REGARDING REAL ESTATE TRANSACTIONS. | 0 |
| DR DOUGLAS W KIESO | |||
| SON OF TRUSTEE - DR. DONALD E. KIESO | $101,780 | DR. DOUGLAS W. KIESO (SON OF TRUSTEE - DR. DONALD E. KIESO) IS EMPLOYED AS PROFESSOR OF CRIMINAL JUSTICE AND CHAIR OF FACULTY SENATE FOR WHICH HE RECEIVED $101,780 IN COMPENSATION AND BENEFITS FROM THE UNIVERSITY. | 0 |
| AMY S MANION | |||
| WIFE OF EXECUTIVE VICE PRESIDENT - DR. ANDREW MANION | $50,772 | AMY S MANION (WIFE OF EXECUTIVE VICE PRESIDENT - DR. ANDREW MANION) IS EMPLOYED AS THE INFORMATION SERVICES LIBRARIAN FOR WHICH SHE RECEIVED $50,772 IN COMPENSATION AND BENEFITS FROM THE UNVERSITY. | 0 |
| JEFF CALI | |||
| SON OF TRUSTEE - PHILIP S. CALI | $137,120 | JEFF CALI (SON OF TRUSTEE PHILIP S. CALI) IS EMPLOYED AS THE ASSISTANT VICE PRESIDENT ADMINISTRATION FOR WHICH HE RECEIVED $137,120 IN COMPENSATION AND BENEFITS FROM THE UNIVERSITY. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $480,128 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE STOCK PRICE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $177,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,075,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN D. SIMMS, JR. (TRUSTEE) AND MICHELLE P. SIMMS (TRUSTEE) ARE MARRIED. |
| FORM 990, PART VI, SECTION B, LINE 11 | AUDIT COMMITTEE MEMBERS AND THE CHAIRS OF THE TRUSTEE AND COMPENSATION COMMITTEES, AND CHAIRMAN OF THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR REVIEWING THE DRAFT FORM 990 PRIOR TO FILING. THE DRAFT FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SECRETARY OF THE BOARD OF TRUSTEES IS CHARGED WITH CONTACTING ALL BOARD MEMBERS TO COMPLETE THE ANNUAL CONFLICT OF INTEREST FORM. FOLLOW-UP REQUESTS ARE MADE UNTIL THE FORM HAS BEEN COMPLETED. FOR STAFF, THE VICE PRESIDENT FOR FINANCE SENDS A REQUEST TO ALL STAFF WHO ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST FORM. FOLLOW-UP REQUESTS ARE MADE UNTIL THE FORM HAS BEEN COMPLETED. THE CHAIR OF THE TRUSTEE COMMITTEE REVIEWS ALL CONFLICT OF INTEREST STATEMENTS SUBMITTED BY ALL TRUSTEES. IF CONFLICTS REQUIRE ADDITIONAL REVIEW, THE UNIVERSITY BY-LAWS PROVIDES FOR A SPECIAL COMMITTEE TO BE FORMED TO ADDRESS SUCH CONFLICTS. IN ADDITION, CONFLICTS OF INTEREST DISCUSSION IS ON ALL MEETING AGENDAS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SALARIES OF KEY EMPLOYEES ARE REVIEWED EACH YEAR BY THE PRESIDENT. A SCAN OF COMPARABLE MARKET SALARIES FOR EQUIVALENT POSITIONS IS DONE TO ASSESS APPROPRIATE COMPENSATION LEVELS. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE PRESIDENT'S COMPENSATION ON AN ANNUAL BASIS. THE CHAIRPERSON OF THE EXECUTIVE COMMITTEE, THE IMMEDIATE PAST CHAIR OF THE BOARD OF TRUSTEES, CURRENT CHAIR OF THE BOARD OF TRUSTEES AND VICE CHAIRS ARE MEMBERS OF THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT OF ANNUITIES -31,845. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 36,250. CHANGE IN ASSET RETIREMENT OBLIGATION -554,000. |