AVE MARIA UNIVERSITY INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AVE MARIA UNIVERSITY INC (EIN 03-0482006)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-26
- IRS object ID
- 201631179349300038
- 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 D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-26T13:48:59-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3838 TAMIAMI TRAIL NORTH | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | 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 | 030482006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVE MARIA UNIVERSITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVEM | BusinessNameControlTxt |
| Phone | 2392802500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5050 AVE MARIA BLVD | AddressLine1Txt |
| City | AVE MARIA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34142 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT FARNHAM | PersonNm |
| Person Title | VICE PRESIDENT FINANCE & ADMIN | PersonTitleTxt |
| Phone | 2392802500 | PhoneNum |
| Signature | 2016-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERD O FRANKE | PreparerPersonNm |
| PTIN | P00563316 | PTIN |
| Phone | 2392632111 | PhoneNum |
| Preparation | 2016-03-24 | 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 | ROBERT FARNHAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5050 AVE MARIA BLVD | AddressLine1Txt |
| City | AVE MARIA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $59,125,500 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AVEMARIA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | UNIVERSITY EDUCATION GROUNDED IN THE TRADITIONS AND FAITH OF THE ROMAN CATHOLIC CHURCH | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 752 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,097,566 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,414,878 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,467,351 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,160,981 | CYProgramServiceRevenueAmt |
| PY Investment Income | $618,882 | PYInvestmentIncomeAmt |
| CY Investment Income | $737,495 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,635,886 | PYOtherRevenueAmt |
| CY Other Revenue | $1,033,945 | CYOtherRevenueAmt |
| PY Total Revenue | $44,819,685 | PYTotalRevenueAmt |
| CY Total Revenue | $41,347,299 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,821,928 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,148,123 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,161,244 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,297,608 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,818,170 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,765,141 | PYOtherExpensesAmt |
| CY Other Expenses | $22,210,839 | CYOtherExpensesAmt |
| PY Total Expenses | $47,748,313 | PYTotalExpensesAmt |
| CY Total Expenses | $45,656,570 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,928,628 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,309,271 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $285,350,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $281,216,010 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $69,933,253 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,632,207 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $215,416,812 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $212,583,803 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UNIVERSITY EDUCATIONAL FACILITY TRAINING INDIVIDUALS TOWARDS BACCALAUREATE, MASTERS AND DOCTORATE DEGREES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $34,912,220 | ExpenseAmt |
| Grant | $9,148,123 | GrantAmt |
| Revenue | $28,202,905 | RevenueAmt |
| Desc | OPERATING A UNIVERSITY DEDICATED TO INSTRUCTING AND TRAINING INDIVIDUALS TOWARDS A BACCALAUREATE, MASTERS OR DOCTORATE DEGREES. 994 STUDENTS WERE SEEKING DEGREES AT AMU DURING THE 2014-2015 SCHOOL YEAR. | Desc |
| Total Program Service Expenses | $34,912,220 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | 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 | Yes (1) | 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 | 83 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 752 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| 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 | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT FARNHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2392801674 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5050 AVE MARIA BLVD | AddressLine1Txt |
| City | AVE MARIA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34142 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 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 |
|---|---|---|---|---|---|---|---|
| AM O'HARE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR C BROOKS PHD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA B HENKELS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNADETTE LUCA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BISHOP KEVIN C RHOADES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL N MEZZALINGUA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA M BRADT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD W EASTON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FR JOHN J LUDDEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HOLLIS GREENLAW | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN DEFELICE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LEIGH-ANNE KAZMA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY L DEMETREE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SCHWARTZ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL S TRIPLETT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA DONAHUE DOLAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK T RAINEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL R RONEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT G KENNEDY PHD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN PATRICK CARDINAL O'MALLEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS P PRINCE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WALTER KNYSZ JR DDS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| H JAMES TOWEY | |||||||
| TRUSTEE/AMU PRESIDENT | 40.00 | Yes (X) | $450,294 | $0 | $16,359 | Yes (X) | |
| MICHAEL TO TIMMIS | |||||||
| TRUSTEE/CHAIRMAN | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| THOMAS S MONAGHAN | |||||||
| TRUSTEE/CHANCELLOR | 5.00 | Yes (X) | $7,385 | $0 | $6,134 | Yes (X) | |
| COLLEEN M KVETKO | |||||||
| TRUSTEE/SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN V TIPPMANN SR | |||||||
| TRUSTEE/VICE-CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS JOHN GRACE | |||||||
| SENIOR VP/C | 40.00 | $181,672 | $0 | $16,972 | Yes (X) | ||
| MICHAEL A DAUPHINAIS | |||||||
| VP ACADEMIC AFFAIRS | 40.00 | $170,569 | $0 | $14,555 | Yes (X) | ||
| JAMES A PELISKA | |||||||
| PROFESSOR OF CHEMISTRY | 40.00 | $112,805 | $0 | $15,072 | Yes (X) | ||
| MICHAEL M WALDSTEIN | |||||||
| PROFESSOR OF THEOLOGY | 40.00 | $122,259 | $0 | $16,947 | Yes (X) | ||
| RATCHAPOL DEJTHAI | |||||||
| VP CHIEF INFO OFFICER | 40.00 | $151,778 | $0 | $14,524 | Yes (X) | ||
| WILLIAM W KIRK | |||||||
| VP GENERAL COUNSEL | 40.00 | $162,678 | $0 | $15,254 | Yes (X) | ||
| KEVIN JOYCE | |||||||
| VP INSTITUTIONAL ADVANCEME | 40.00 | $158,984 | $0 | $14,542 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,518,424 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $130,359 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | CompensationCompensationAmt | ServicesServicesDesc |
|---|---|---|---|---|---|
| AVE MARIA DEVELOPMENT | |||||
| 5052 POPE JOHN PAUL II BOULEVARD | IMMOKALEE | FL | 34142 | $232,220 | |
| HILL BARTH & KING LLC | |||||
| 3838 TAMIAMI TRAIL N SUITE 200 | NAPLES | FL | 34103 | $115,500 | AUDITOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $713,789 | FundraisingAmt |
| Related Organizations | $1,884,000 | RelatedOrganizationsAmt |
| All Other Contributions | $8,817,089 | AllOtherContributionsAmt |
| Noncash Contributions | $1,139,529 | NoncashContributionsAmt |
| Total Contributions | $11,414,878 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $18,705,222 | $18,705,222 |
| FACULTY AND STUDENT HOUSING | 531110 | $8,296,371 | $8,296,371 |
| MISCELLANEOUS PROGRAM REVENUE | 611710 | $1,135,564 | $1,135,564 |
| EVENTS & TRAINING | 611710 | $20,430 | $20,430 |
| AMU PRESS CO-PRODUCTION | 511110 | $3,394 | $3,394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,160,981 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $862,850 | TotalRevenueColumnAmt |
| Exclusion | $862,850 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,453,643 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,453,643 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,453,643 | TotalRevenueColumnAmt |
| Exclusion | $1,453,643 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $17,418,444 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,400 | SecuritiesAmt |
| Other | $17,542,399 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,400 | SecuritiesAmt |
| Other | -$123,955 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$125,355 | TotalRevenueColumnAmt |
| Exclusion | -$125,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $94,289 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $713,789 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $153,075 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$58,786 | TotalRevenueColumnAmt |
| Exclusion | -$58,786 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $116,928 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $81,327 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,601 | TotalRevenueColumnAmt |
| Exclusion | $35,601 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 611710 | $41,924 | $41,924 | |
| CHANGE IN SPLIT INT AGREEMENT | 611710 | -$438,437 | -$438,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$396,513 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,347,299 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,202,905 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,729,516 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,146,123 | TotalAmt |
| Program Services | $9,146,123 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Program Services | $2,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,518,424 | TotalAmt |
| Program Services | $1,078,081 | ProgramServicesAmt |
| Management And General | $334,053 | ManagementAndGeneralAmt |
| Fundraising | $106,290 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,413,922 | TotalAmt |
| Program Services | $7,927,715 | ProgramServicesAmt |
| Management And General | $1,670,490 | ManagementAndGeneralAmt |
| Fundraising | $815,717 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,873 | TotalAmt |
| Program Services | $123,503 | ProgramServicesAmt |
| Management And General | $13,842 | ManagementAndGeneralAmt |
| Fundraising | $528 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,404,574 | TotalAmt |
| Program Services | $14,760 | ProgramServicesAmt |
| Management And General | $1,389,814 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $822,815 | TotalAmt |
| Program Services | $632,582 | ProgramServicesAmt |
| Management And General | $125,126 | ManagementAndGeneralAmt |
| Fundraising | $65,107 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,307 | TotalAmt |
| Program Services | $28,772 | ProgramServicesAmt |
| Management And General | $350,382 | ManagementAndGeneralAmt |
| Fundraising | $17,153 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,689 | TotalAmt |
| Program Services | $79,821 | ProgramServicesAmt |
| Management And General | $26,308 | ManagementAndGeneralAmt |
| Fundraising | $17,560 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,992 | TotalAmt |
| Program Services | $213,771 | ProgramServicesAmt |
| Management And General | $17,920 | ManagementAndGeneralAmt |
| Fundraising | $39,301 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,627 | TotalAmt |
| Program Services | $236,610 | ProgramServicesAmt |
| Management And General | $269 | ManagementAndGeneralAmt |
| Fundraising | $27,748 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,087,203 | TotalAmt |
| Program Services | $863,000 | ProgramServicesAmt |
| Management And General | $99,403 | ManagementAndGeneralAmt |
| Fundraising | $124,800 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,610 | TotalAmt |
| Program Services | $331,048 | ProgramServicesAmt |
| Management And General | $96,513 | ManagementAndGeneralAmt |
| Fundraising | $78,049 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,942,745 | TotalAmt |
| Program Services | $2,706,450 | ProgramServicesAmt |
| Management And General | $822,446 | ManagementAndGeneralAmt |
| Fundraising | $413,849 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,577 | TotalAmt |
| Program Services | $487,513 | ProgramServicesAmt |
| Management And General | $57,410 | ManagementAndGeneralAmt |
| Fundraising | $124,654 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,029 | TotalAmt |
| Program Services | $136,249 | ProgramServicesAmt |
| Fundraising | $195,780 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,712,855 | TotalAmt |
| Program Services | $2,543,165 | ProgramServicesAmt |
| Management And General | $860,674 | ManagementAndGeneralAmt |
| Fundraising | $309,016 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,654,993 | TotalAmt |
| Program Services | $4,068,762 | ProgramServicesAmt |
| Management And General | $1,167,170 | ManagementAndGeneralAmt |
| Fundraising | $419,061 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,727 | TotalAmt |
| Program Services | $10,831 | ProgramServicesAmt |
| Management And General | $488,736 | ManagementAndGeneralAmt |
| Fundraising | $160 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEALS | $2,926,314 | $2,862,321 | $25,174 | $38,819 |
| LIBRARY AND ACADEMIC SU | $367,868 | $362,035 | $1,687 | $4,146 |
| EQUIPMENT RENTAL | $301,119 | $287,519 | $10,007 | $3,593 |
| DUES & SUBSCRIPTIONS | $292,616 | $200,555 | $86,539 | $5,522 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $862,568 | TotalAmt |
| Program Services | $569,034 | ProgramServicesAmt |
| Management And General | $282,217 | ManagementAndGeneralAmt |
| Fundraising | $11,317 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,656,570 | TotalAmt |
| Program Services | $34,912,220 | ProgramServicesAmt |
| Management And General | $7,926,180 | ManagementAndGeneralAmt |
| Fundraising | $2,818,170 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,046,361 | BOYAmt |
| EOY | $22,731,364 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $97,513 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,509 | BOYAmt |
| EOY | $814,670 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,130,714 | BOYAmt |
| EOY | $711,453 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,133,031 | BOYAmt |
| EOY | $5,607,474 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $80,831 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $576,000 | BOYAmt |
| EOY | $400,920 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $256,137,570 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,577,655 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,132,207 | BOYAmt |
| EOY | $217,559,915 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,308,932 | BOYAmt |
| EOY | $17,954,360 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,725,311 | BOYAmt |
| EOY | $15,257,510 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,350,065 | BOYAmt |
| EOY | $281,216,010 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,265,779 | BOYAmt |
| EOY | $2,072,691 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,515,000 | BOYAmt |
| EOY | $60,515,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,753,513 | BOYAmt |
| EOY | $4,676,514 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398,961 | BOYAmt |
| EOY | $1,368,002 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,933,253 | BOYAmt |
| EOY | $68,632,207 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,088,233 | BOYAmt |
| EOY | $200,915,340 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,180,993 | BOYAmt |
| EOY | $9,224,752 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,147,586 | BOYAmt |
| EOY | $2,443,711 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,416,812 | BOYAmt |
| EOY | $212,583,803 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,350,065 | BOYAmt |
| EOY | $281,216,010 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,309,271 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$381,810 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$439,997 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $2,298,069 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $3,725,006 | 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 | $9,328,579 | BeginningYearBalanceAmt |
| Contributions | $3,303,843 | ContributionsAmt |
| Investment Earnings Or Losses | -$608,190 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,978,384 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,045,848 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,931,576 | BeginningYearBalanceAmt |
| Contributions | $2,078,864 | ContributionsAmt |
| Investment Earnings Or Losses | $748,012 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $429,873 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,328,579 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,903,352 | BeginningYearBalanceAmt |
| Contributions | $1,715,604 | ContributionsAmt |
| Investment Earnings Or Losses | $527,444 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,214,824 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,931,576 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,617,683 | BeginningYearBalanceAmt |
| Contributions | $600,236 | ContributionsAmt |
| Investment Earnings Or Losses | -$677,882 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,636,685 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,903,352 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,038,309 | BeginningYearBalanceAmt |
| Contributions | $1,828,707 | ContributionsAmt |
| Investment Earnings Or Losses | $726,199 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,975,532 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,617,683 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.26310 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.73690 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,149,374 | OtherCostOrOtherBasisAmt |
| Book Value | $7,149,374 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $224,356,456 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,983,459 | DepreciationAmt |
| Book Value | $198,372,997 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $857,208 | OtherCostOrOtherBasisAmt |
| Depreciation | $775,791 | DepreciationAmt |
| Book Value | $81,417 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,657,650 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,623,869 | DepreciationAmt |
| Book Value | $5,033,781 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,116,882 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,194,536 | DepreciationAmt |
| Book Value | $6,922,346 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $217,559,915 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN TRUST | $999,655 |
| DEFERRED BOND ISSUANCE COSTS | $2,346,198 |
| ASSETS HELD FOR SALE | $254,000 |
| LAND AND BLDGS HELD FOR RENT | $11,657,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,257,510 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ANNUITIES PAYABLE | Desc |
| Amt | $1,368,002 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,368,002 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,390,453 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$381,810 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $234,402 | OtherRevenueAmt |
| Revenue Not Reported | -$147,408 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,537,861 | RevenueSubtotalAmt |
| Other Revenues Not Included | $10,809,438 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $10,809,438 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $41,347,299 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,965,534 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $234,402 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $234,402 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,731,132 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $8,925,438 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,925,438 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $45,656,570 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE UNIVERSITY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER CHAPTER 220.13 OF THE FLORIDA STATUTES. MANAGEMENT ASSESSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740 AND HAS DETERMINED THAT ALL INCOME TAX FILING POSITIONS WOULD BE SUSTAINED UPON EXAMINATION AND, ACCORDINGLY, HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES AT JUNE 30, 2015 AND 2014 FOR UNCERTAIN INCOME TAX POSITIONS. THE SCHOOL FILES THEIR INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND HAS FILED TAX RETURNS FOR YEARS PRIOR TO THE YEAR ENDED JUNE 30, 2015. THE SCHOOL IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD FUNDRAISING EVENTS EXPENSES |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND ALLOWANCES RELATED PARTY CONTRIBUTION |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD FUNDRAISING EVENTS EXPENSES |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND ALLOWANCES |
| PART III, LINE 4: | THE UNIVERSITY HAS ASSEMBLED A COLLECTION OF RARE AND HISTORICAL RELIGIOUS AND PHILOSOPHICAL BOOKS AND MANUSCRIPTS WHICH ARE USED FOR SCHOLARLY RESEARCH BY BOTH UNDERGRADUATE AND GRADUATE STUDENTS. THESE COLLECTIONS ARE ALSO MADE AVAILABLE TO VISITING SCHOLARS AND RESEARCHERS. IN ADDITION TO ITS BOOKS AND MANUSCRIPT COLLECTION, THE UNIVERSITY ALSO OWNS A SMALL COLLECTION OF RELIGIOUS ART AND ARTIFACTS THAT ARE ON PUBLIC DISPLAY AND ARE USED TO FURTHER ITS MISSION AS A UNIVERSITY IN THE CATHOLIC TRADITION, BRINGING SOCIAL AND SPIRITUAL BENEFITS TO ITS STUDENTS AND STAFF. |
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 | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THESE POLICIES ARE PUBLISHED IN CATALOGS DESCRIBING THE INSTITUTION COURSE OFFERINGS AND EMPLOYMENT ADVERTISEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SCHOLARSHIP DINNER | Event1Nm |
| Gross Receipts Event1 | $686,045 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $610,825 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $75,220 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $139,650 | OtherDirectExpensesEvent1Amt |
| Event2 | SE MICHIGAN SCHOLARSHIP DINNER | Event2Nm |
| Gross Receipts Event2 | $53,239 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $43,871 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $9,368 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $68,794 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $59,093 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $9,701 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,425 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $808,078 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $713,789 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $94,289 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $153,075 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $153,075 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$58,786 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GENERAL SCHOLARSHIP GRANTS ARE AWARDED TO QUALIFIED STUDENTS ATTENDING AVE MARIA UNIVERSITY. | GrantTypeTxt |
| Recipient | 1064 | RecipientCnt |
| Cash Grant | $9,146,123 | CashGrantAmt |
| Valuation Method Used | FMV AS SEMESTER CLASSES BEGIN | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE OFFICE OF FINANCIAL AID DETERMINES A STUDENT'S ELIGIBILITY BASED ON THE FAMILY'S FINANCIAL STRENGTH, WHICH INCLUDES CONSIDERATION OF FAMILY INCOME AND ASSETS, NUMBER OF CHILDREN IN COLLEGE AND, IF APPROPRIATE, SPECIAL CIRCUMSTANCES. FINANCIAL AID WILL BE REVOKED WITHOUT ADEQUATE PROGRESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| H JAMES TOWEY | ||||||||||||||
| TRUSTEE/AMU PRESIDENT | $450,294 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,359 | $0 | $466,653 | $0 | $0 | $0 |
| DENNIS JOHN GRACE | ||||||||||||||
| SENIOR VP/C | $181,672 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,972 | $0 | $198,644 | $0 | $0 | $0 |
| MICHAEL A DAUPHINAIS | ||||||||||||||
| VP ACADEMIC AFFAIRS | $170,569 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,555 | $0 | $185,124 | $0 | $0 | $0 |
| RATCHAPOL DEJTHAI | ||||||||||||||
| VP CHIEF INFO OFFICER | $151,778 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,524 | $0 | $166,302 | $0 | $0 | $0 |
| WILLIAM W KIRK | ||||||||||||||
| VP GENERAL COUNSEL | $162,678 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,254 | $0 | $177,932 | $0 | $0 | $0 |
| KEVIN JOYCE | ||||||||||||||
| VP INSTITUTIONAL ADVANCEME | $158,984 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,542 | $0 | $173,526 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PRESIDENT IS PROVIDED A RESIDENCE NEAR CAMPUS AS AN ORDINARY AND NECESSARY EXPENSE TO BE ACCESSIBLE AND AVAILABLE TO FACULTY, ADMINISTRATION AND STUDENTS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 650915682 | 19463TAL0 | 2013-07-11 | $8,105,000 | REFUND OF PRIOR BOND ISSUE | 0 | 0 | 0 |
| COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 650915682 | 19463TAE6 | 2013-07-11 | $8,215,000 | REFUND OF PRIOR BOND ISSUE | 0 | 0 | 0 |
| COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| C | 650915682 | 19463TAM8 | 2013-07-11 | $5,230,000 | REFUND OF PRIOR BOND ISSUE | 0 | 0 | 0 |
| COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| D | 650915682 | 19463TAF3 | 2013-07-11 | $5,500,000 | REFUND OF PRIOR BOND ISSUE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|
| A | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | Yes (1) | 0 | Yes (1) | Yes (1) |
| D | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| B | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| C | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| D | Yes (1) | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 650915682 | 19463TAG1 | 2013-07-11 | $14,290,000 | REFUND OF PRIOR BOND ISSUE | 0 | 0 | 0 |
| COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 650915682 | 19463TAN6 | 2013-07-11 | $19,175,000 | REFUND OF PRIOR BOND ISSUE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|
| A | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| B | Yes (1) | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RHODORA J DONAHUE ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | LEASE SPACE FOR SCHOOL | RelationshipWithOrgTxt |
| Loan Purpose | LEASE OF SCHOOL FACILITY | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $380,000 | OriginalPrincipalAmt |
| Balance Due | $711,453 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $711,453 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVE MARIA DEVELOPMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | THOMAS S MONAGHAN IS AN OFFICER AND EMPLOYEE OF AMU AND A 50% OWNER OF AMD | RelationshipDescriptionTxt |
| Transaction | $272,845 | TransactionAmt |
| Transaction | AMU PAYS RENT, INCLUDING OVERHEAD CHARGES, TO AMD FOR THE ENROLLMENT CENTER, BOOKSTORE, AND MT HALL. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,139,529 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT TIME OF GIFT | 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | SOME, BUT NOT ALL COMMITTEES OF THE BOARD TAKE AND RETAIN MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO OF THE UNIVERSITY REVIEWS THE FORM 990 PRIOR TO SIGNING. FORM 990 IS ALSO PROVIDED TO THE CHAIRPERSON OF THE AUDIT COMMITTEE FOR REVIEW AND COMMENT PRIOR TO FILING. THE RETURN IS ALSO MADE AVAILABLE TO ANY BOARD MEMBER, IF THEY REQUEST IT. THE BOARD IS AWARE OF THIS PROCESS AND HAS AN OPPORTUNITY TO ASK ANY QUESTIONS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | RESPONSIBLE PERSONS SHALL PERIODICALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED WHERE THE RESPONSIBLE PERSON BELIEVES THERE COULD BE AN ACTUAL OR APPARENT CONFLICT OF INTEREST. THE RESPONSIBLE PERSON SHALL SUPPLEMENT THE STATEMENT WHENEVER NECESSARY TO KEEP THE ORGANIZATION INFORMED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES REVIEWED AND APPROVED THE COMPENSATION AND DECISION MAKING PROCESS WHEN DETERMINING THE COMPENSATION FOR ITS PRESIDENT. THE SALARY WAS COMPARED TO OTHER PRESIDENTS OF PEER UNIVERSITIES USING THE CHRONICLE FOR HIGHER EDUCATION DATABASE. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS REQUIRED TO BE AVAILABLE TO THE PUBLIC MAY BE REVIEWED DURING NORMAL WORKING HOURS AT THE AVE MARIA UNIVERSITY ADMINISTRATIVE OFFICE IN AVE MARIA FLORIDA BY APPOINTMENT. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF ASSETS FROM AMF 2,298,069. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| AVE MARIA UNIVERSITY SUPPORTING TRUST INC | |||||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | 200261366 | PROVIDE SUPPORT TO AVE MARIA UNIVERSITY | FL | 501(C)(3) | 509(A)(3) | 0 |
| AVE MARIA UNIVERSITY LAND TRUST | |||||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | 200154974 | LAND MANAGEMENT | FL | 501(C)(3) | 509(A)(3) | 0 |
| AVE MARIA FOUNDATION FOR THE ARTS | |||||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | 264041143 | SUPPORTING ORGANIZATION TO AVE MARIA UNIVERSITY | FL | 501(C)(3) | 509(A)(3) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVE MARIA UNIVERSITY LAND TRUST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $1,884,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |