ROCKHURST UNIVERSITY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROCKHURST UNIVERSITY (EIN 44-0545813)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201631379349307058
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T13:30:07-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | 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 | 440545813 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKHURST UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GERALD MOENCH CFO | InCareOfNm |
| Business Name Control | ROCK | BusinessNameControlTxt |
| Phone | 8165014000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 ROCKHURST ROAD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD MOENCH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8165014000 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Ensminger CPA | PreparerPersonNm |
| PTIN | P01310558 | PTIN |
| Phone | 8162216300 | PhoneNum |
| 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 | REV THOMAS B CURRAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 ROCKHURST ROAD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $106,259,204 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROCKHURST.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1910 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | ROCKHURST UNIVERSITY EXISTS TO TRANSFORM LIVES BY CREATING A LEARNING COMMUNITY CENTERED IN EXCELLENCE IN UNDERGRADUATE LIBERAL ARTS EDUCATION AND GRADUATE EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 1331 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,237,390 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,437,383 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $67,810,805 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $69,152,687 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,666,350 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,038,741 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,792,845 | PYOtherRevenueAmt |
| CY Other Revenue | $5,084,732 | CYOtherRevenueAmt |
| PY Total Revenue | $81,507,390 | PYTotalRevenueAmt |
| CY Total Revenue | $92,713,543 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,099,870 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,003,462 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,906,742 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,331,011 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,380,902 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,977,353 | PYOtherExpensesAmt |
| CY Other Expenses | $23,008,620 | CYOtherExpensesAmt |
| PY Total Expenses | $78,983,965 | PYTotalExpensesAmt |
| CY Total Expenses | $80,343,093 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,523,425 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,370,450 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $130,909,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $138,234,303 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,789,805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $63,760,328 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $68,120,141 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $74,473,975 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $32,876,862 | ExpenseAmt |
| Grant | $31,003,462 | GrantAmt |
| Revenue | $37,324,141 | RevenueAmt |
| Desc | ROCKHURST UNIVERSITY IS COMMITTED TO PROVIDING A QUALITY, PRIVATE EDUCATION AT A REASONABLE COST. DURING THE FISCAL YEAR ENDED JUNE 30, 2015 THE UNIVERSITY OFFERED INSTITUTIONAL FINANCIAL AID TO OVER 80% OF ITS GRADUATE AND UNDERGRADUATE STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $29,543,484 | ExpenseAmt |
| Revenue | $29,543,484 | RevenueAmt |
| Desc | INSTRUCTIONAL EXPENSES REPRESENT THE COST OF DELIVERING THE ROCKHURST EDUCATIONAL EXPERIENCE TO APPROXIMATELY 3,000 UNDERGRADUATE AND GRADUATE STUDENTS. THIS INCLUDES THE SALARIES AND BENEFITS FOR FULL TIME AND PART TIME FACULTY MEMBERS, INSTRUCTIONAL MATERIALS, BOOKS, AND SUPPLIES, TRAVEL AND PROFESSIONAL DEVELOPMENT, AND DEPRECIATION, MAINTENANCE AND INTEREST COSTS ASSOCIATED WITH VARIOUS CAMPUS FACILITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,327,180 | ExpenseAmt |
| Revenue | $7,327,180 | RevenueAmt |
| Desc | AUXILIARY EXPENSES INCLUDE COSTS ASSOCIATED WITH PROVIDING STUDENT HOUSING AND FOOD SERVICE; EXPENSES RELATING TO THE UNIVERSITY'S PARTICIPATION IN NCAA ATHLETIC PROGRAMS; AND DEPRECIATION, MAINTENANCE AND INTEREST COSTS ASSOCIATED WITH VARIOUS CAMPUS FACILITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $69,747,526 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3939 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1331 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD MOENCH CFO | PersonNm |
| Phone | 8165014862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 ROCKHURST ROAD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AMBER KOON | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BRIDGET MCCANDLESS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CAROL A DIRAIMO | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CAROL GRIMALDI | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES DUNLAP | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CLIFFORD J ALEXANDER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL P CHARLES | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS J THUM | ||||||||
| TRUSTEE/CHAIRPERSON | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DENNIS P HOGAN III | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DON ALEXANDER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DUANE LOCK | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GLENNON HEITMAN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HUNG TRUNG PHAM SJ | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH AGNELLO | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KEN GARRETT | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KERMIT J FENDLER | ||||||||
| TRUSTEE/VICE CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| REV KEVIN WM WILDES SJ | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MADELINE ROMIOUS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR MARC HAHN DO | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARNY DONNELLY SHERMAN | ||||||||
| TRUSTEE/SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARY ANNE ROEPKE | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MEGAN SNEED | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MELVIN LAVERY | ||||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| REV MICHAEL D BARBER SJ | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL RAGSDALE | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| REV PAUL H VU SJ | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT P DUNN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN A VALENTINO | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SYLVIA RAYA | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| REV THOMAS B CURRAN SJ | ||||||||
| TRUSTEE/PRESIDENT | 40.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| THOMAS HASTINGS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS SACK | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| REV WILLIAM OULVEY SJ | ||||||||
| TRUSTEE/RECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT S GRANT | ||||||||
| VP ADVANCEMENT | 40.0 | 0.0 | $209,718 | $0 | $22,065 | Yes (X) | ||
| CHERYL A MCCONNELL | ||||||||
| DEAN-SCHOOL OF MANAGEMENT | 40.0 | 0.0 | $147,360 | $0 | $16,686 | Yes (X) | ||
| ANTHONY L TOCCO | ||||||||
| PROFESSOR & MEN'S SOCCER COACH | 40.0 | 0.0 | $142,949 | $0 | $9,061 | Yes (X) | ||
| RACHEL O LIERZ | ||||||||
| FORMER CONTROLLER-LEFT 1/9/15 | 40.0 | 0.0 | $122,807 | $0 | $15,453 | Yes (X) | ||
| TIMOTHY L MCDONALD | ||||||||
| PROFESSOR/FORMER DEAN-ARTS&SCI | 40.0 | 0.0 | $120,265 | $0 | $17,769 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $743,099 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $81,034 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| ServicesServicesDesc | CompensationCompensationAmt |
|---|---|
| JE DUNN CONSTRUCTION CO | |
| GENERAL CONTRACTOR | $15,159,788 |
| CHARTWELLS DINING SERVICES | |
| FOOD SERVICE | $2,244,507 |
| HUSCH BLACKWELL LLP | |
| LEGAL SERVICES | $497,088 |
| SATELLITE JANITORIAL SERVICES | |
| JANITORIAL SERVICES | $462,026 |
| KAZOO MARKETING | |
| MARKETING SERVICES | $348,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $10,876 | FederatedCampaignsAmt |
| Fundraising | $23,474 | FundraisingAmt |
| Government Grants | $537,619 | GovernmentGrantsAmt |
| All Other Contributions | $5,865,414 | AllOtherContributionsAmt |
| Noncash Contributions | $125,997 | NoncashContributionsAmt |
| Total Contributions | $6,437,383 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $64,122,848 | $64,122,848 |
| HOUSING INCOME | 611710 | $4,981,205 | $4,981,205 |
| STUDENT LOAN INTEREST | 611710 | $48,634 | $48,634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $69,152,687 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,006,721 | TotalRevenueColumnAmt |
| Exclusion | $1,006,721 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,185 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $37,104 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $55,081 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,081 | TotalRevenueColumnAmt |
| Exclusion | $55,081 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,294,358 | SecuritiesAmt |
| Other | $197,957 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,762,792 | SecuritiesAmt |
| Other | $697,503 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,531,566 | SecuritiesAmt |
| Other | -$499,546 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,032,020 | TotalRevenueColumnAmt |
| Exclusion | $11,032,020 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $35,795 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $23,474 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $48,262 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,467 | TotalRevenueColumnAmt |
| Exclusion | -$12,467 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CAFETERIA INCOME | 722210 | $2,839,584 | $2,839,584 |
| BOOKSTORE INCOME | 611710 | $109,611 | $109,611 |
| ATHLETIC INCOME | 900099 | $110,525 | $110,525 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,982,398 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,982,398 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,042,118 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,713,543 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,194,805 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $12,081,355 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,003,462 | TotalAmt |
| Program Services | $31,003,462 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,722 | TotalAmt |
| Management And General | $313,722 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,090,102 | TotalAmt |
| Program Services | $17,978,925 | ProgramServicesAmt |
| Management And General | $2,242,894 | ManagementAndGeneralAmt |
| Fundraising | $868,283 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,626 | TotalAmt |
| Program Services | $820,978 | ProgramServicesAmt |
| Management And General | $95,463 | ManagementAndGeneralAmt |
| Fundraising | $38,185 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,509,735 | TotalAmt |
| Program Services | $2,158,372 | ProgramServicesAmt |
| Management And General | $250,974 | ManagementAndGeneralAmt |
| Fundraising | $100,389 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,462,826 | TotalAmt |
| Program Services | $1,258,030 | ProgramServicesAmt |
| Management And General | $146,283 | ManagementAndGeneralAmt |
| Fundraising | $58,513 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,469 | TotalAmt |
| Management And General | $276,469 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,006 | TotalAmt |
| Management And General | $65,006 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,213 | TotalAmt |
| Management And General | $111,213 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,189,823 | TotalAmt |
| Program Services | $1,642,367 | ProgramServicesAmt |
| Management And General | $547,456 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,333 | TotalAmt |
| Program Services | $468,073 | ProgramServicesAmt |
| Management And General | $66,210 | ManagementAndGeneralAmt |
| Fundraising | $12,050 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,116,901 | TotalAmt |
| Program Services | $956,911 | ProgramServicesAmt |
| Management And General | $135,356 | ManagementAndGeneralAmt |
| Fundraising | $24,634 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615,916 | TotalAmt |
| Program Services | $527,690 | ProgramServicesAmt |
| Management And General | $74,642 | ManagementAndGeneralAmt |
| Fundraising | $13,584 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,482,483 | TotalAmt |
| Program Services | $2,126,881 | ProgramServicesAmt |
| Management And General | $300,850 | ManagementAndGeneralAmt |
| Fundraising | $54,752 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,167,162 | TotalAmt |
| Program Services | $999,973 | ProgramServicesAmt |
| Management And General | $141,447 | ManagementAndGeneralAmt |
| Fundraising | $25,742 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,969 | TotalAmt |
| Program Services | $387,227 | ProgramServicesAmt |
| Management And General | $54,774 | ManagementAndGeneralAmt |
| Fundraising | $9,968 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,529,453 | TotalAmt |
| Program Services | $632,363 | ProgramServicesAmt |
| Management And General | $1,897,090 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,994,170 | TotalAmt |
| Program Services | $2,565,272 | ProgramServicesAmt |
| Management And General | $362,861 | ManagementAndGeneralAmt |
| Fundraising | $66,037 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,197 | TotalAmt |
| Program Services | $122,549 | ProgramServicesAmt |
| Management And General | $367,648 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Maintenance contracts | $779,682 | $667,997 | $94,489 | $17,196 |
| Contractual services | $1,502,649 | $1,287,403 | $182,105 | $33,141 |
| Student aid | $1,873,401 | $1,873,401 | ||
| Repairs and Maintenance | $1,146,585 | $982,343 | $138,954 | $25,288 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,669,208 | TotalAmt |
| Program Services | $1,287,309 | ProgramServicesAmt |
| Management And General | $1,348,759 | ManagementAndGeneralAmt |
| Fundraising | $33,140 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,343,093 | TotalAmt |
| Program Services | $69,747,526 | ProgramServicesAmt |
| Management And General | $9,214,665 | ManagementAndGeneralAmt |
| Fundraising | $1,380,902 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,152 | BOYAmt |
| EOY | $67,736 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,654,373 | BOYAmt |
| EOY | $2,496,742 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,884,940 | BOYAmt |
| EOY | $2,753,756 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $982,734 | BOYAmt |
| EOY | $912,893 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,700,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,045,789 | BOYAmt |
| EOY | $1,858,188 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $145,978,039 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,748,763 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,492,747 | BOYAmt |
| EOY | $91,229,276 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,749,438 | BOYAmt |
| EOY | $33,856,169 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$385,278 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,401,051 | BOYAmt |
| EOY | $2,359,543 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,909,946 | BOYAmt |
| EOY | $138,234,303 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,879,345 | BOYAmt |
| EOY | $10,805,565 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,598,750 | BOYAmt |
| EOY | $39,248,750 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,064,691 | BOYAmt |
| EOY | $7,536,019 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,247,019 | BOYAmt |
| EOY | $6,169,994 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,789,805 | BOYAmt |
| EOY | $63,760,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,588,963 | BOYAmt |
| EOY | $29,367,878 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,478,795 | BOYAmt |
| EOY | $11,424,868 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,052,383 | BOYAmt |
| EOY | $33,681,229 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,120,141 | BOYAmt |
| EOY | $74,473,975 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,909,946 | BOYAmt |
| EOY | $138,234,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,370,450 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,626,517 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$1,483,092 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$907,007 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,229,877 | BeginningYearBalanceAmt |
| Contributions | $1,538,602 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,201,945 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,410,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $111,213 | AdministrativeExpensesAmt |
| End Year Balance | $36,045,321 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,918,011 | BeginningYearBalanceAmt |
| Contributions | $801,301 | ContributionsAmt |
| Investment Earnings Or Losses | $4,592,967 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,962,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $120,402 | AdministrativeExpensesAmt |
| End Year Balance | $37,229,877 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,162,844 | BeginningYearBalanceAmt |
| Contributions | $607,719 | ContributionsAmt |
| Investment Earnings Or Losses | $4,306,126 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,047,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $111,678 | AdministrativeExpensesAmt |
| End Year Balance | $33,918,011 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,650,512 | BeginningYearBalanceAmt |
| Contributions | $547,174 | ContributionsAmt |
| Investment Earnings Or Losses | $285,963 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,206,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $114,805 | AdministrativeExpensesAmt |
| End Year Balance | $31,162,844 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,290,638 | BeginningYearBalanceAmt |
| Contributions | $1,087,319 | ContributionsAmt |
| Investment Earnings Or Losses | $3,896,780 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,490,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $134,225 | AdministrativeExpensesAmt |
| End Year Balance | $32,650,512 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.85734 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14266 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,262,230 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $5,033,395 | OtherCostOrOtherBasisAmt |
| Book Value | $6,295,625 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,198,808 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $83,330,342 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,625,282 | DepreciationAmt |
| Book Value | $49,903,868 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,654,342 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,123,481 | DepreciationAmt |
| Book Value | $12,530,861 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,498,922 | OtherCostOrOtherBasisAmt |
| Book Value | $22,498,922 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $91,229,276 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAPS | $3,441,635 |
| ANNUITIES PAYABLE | $8,959 |
| ASSET RETIREMENT OBLIGATION | $744,147 |
| DEPOSITS HELD FOR OTHERS | $257,440 |
| GOVERNMENTAL LOAN OBLIGATIONS | $1,717,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,169,994 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART V, LINE 4 | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 220 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE GOVERNING BODY TO FUNCTION AS ENDOWMENTS (BOARD DESIGNATED ENDOWMENTS). AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ("GAAP"), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING BOARD-DESIGNATED ENDOWMENT FUNDS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE UNIVERSITY'S GOVERNING BODY HAS INTERPRETED THE STATE OF MISSOURI PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (SPMIFA), ADOPTED IN AUGUST 2009, AS REQUIRING PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE UNIVERSITY CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF DONOR-RESTRICTED ENDOWMENT FUNDS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE UNIVERSITY IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY SPMIFA. IN ACCORDANCE WITH SPMIFA, THE UNIVERSITY CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: 1. DURATION AND PRESERVATION OF THE FUND 2. PURPOSES OF THE UNIVERSITY AND THE FUND 3. GENERAL ECONOMIC CONDITIONS 4. POSSIBLE EFFECT OF INFLATION AND DEFLATION 5. EXPECTED TOTAL RETURN FROM INVESTMENT INCOME AND APPRECIATION OR DEPRECIATION OF INVESTMENTS 6. OTHER RESOURCES OF THE UNIVERSITY 7. INVESTMENT POLICIES OF THE UNIVERSITY ASSETS OF THE ENDOWMENT FUND ARE POOLED ON A MARKET VALUE BASIS. EACH INDIVIDUAL POOLED ENDOWMENT FUND SUBSCRIBES TO OR DISPOSES OF UNITS ON THE BASIS OF THE PER-UNIT MARKET VALUE AT THE BEGINNING OF THE CALENDAR MONTH WITHIN WHICH THE TRANSACTION TAKES PLACE. UNDER THE UNIVERSITY'S ENDOWMENT SPENDING POLICY, FOR OPERATIONAL PURPOSES THE BOARD OF TRUSTEES ANNUALLY DIRECTS THAT A PERCENTAGE OF A THREE-YEAR ROLLING AVERAGE MARKET VALUE OF INVESTMENTS HELD FOR ENDOWMENT PURPOSES BE ALLOCATED AS A DISTRIBUTION OF ENDOWMENT INCOME FOR CURRENT OPERATIONS. FOR 2015, SUCH PERCENTAGE WAS 7%. THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED ENDOWMENT FUNDS THE UNIVERSITY MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIODS, AS WELL AS THOSE OF BOARD-DESIGNATED ENDOWMENT FUNDS. UNDER THE UNIVERSITY'S POLICIES, ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO MAINTAIN PURCHASING POWER, WHILE REDUCING, TO THE GREATEST EXTENT POSSIBLE, THE POSSIBILITY OF LOSS. THE ENDOWMENT FUND'S RETURN IS MEASURED ON A TIME WEIGHTED TOTAL RETURN BASIS OVER A ONE, THREE AND FIVE YEAR PERIOD OF TIME AGAINST APPROPRIATE BENCHMARKS AND A MANAGER UNIVERSE OF FUNDS HAVING A SIMILAR INVESTMENT STYLE. TO SATISFY ITS LONG-TERM RATE OF RETURN OBJECTIVES, THE UNIVERSITY RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CURRENT YIELD (INVESTMENT INCOME SUCH AS DIVIDENDS AND INTEREST) AND CAPITAL APPRECIATION (BOTH REALIZED AND UNREALIZED). THE UNIVERSITY TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY PUBLISHES THE FOLLOWING NONDISCRIMINATION STATEMENT ON THE UNIVERSITY WEBSITE, IN THE UNIVERSITY CATALOG, AND IN OTHER BROCHURES AND SOLICITATIONS: "ROCKHURST UNIVERSITY IS COMMITTED TO PROVIDING EQUAL OPPORTUNITIES FOR ALL PERSONS REGARDLESS OF RACE, COLOR, CREED, RELIGION, SEX, PREGNANCY STATUS, SEXUAL ORIENTATION, MARITAL STATUS, NATIONAL ORIGIN OR ANCESTRY, AGE, GENDER, DISABILITY, CITIZENSHIP OR INTENDING CITIZENSHIP STATUS, GENDER IDENTITY, VETERAN STATUS OR ANY OTHER STATUS PROTECTED BY LAW ("PROTECTED STATUS"). THIS IS REFLECTED IN ALL POLICIES, PROGRAMS AND PROCEDURES OF THE UNIVERSITY." |
| SCHEDULE E, PART I, LINE 6A | THE UNIVERSITY PARTICIPATES IN THE FEDERAL PELL GRANT, FEDERAL WORK STUDY, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, FEDERAL PERKINS LOAN, AND FEDERAL DIRECT LOAN PROGRAMS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Program Services | EDUCATIONAL | $75,874 |
| SUB-SAHARAN AFRICA | Program Services | EDUCATIONAL | $3,383 |
| Europe (Including Iceland and Greenland) | Program Services | EDUCATIONAL | $77,913 |
| South America | Program Services | EDUCATIONAL | $6,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $163,788 | SubtotalSpentAmt |
| Total Spent | $163,788 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILSON BENNETT TECHNOLOGY | PersonNm |
| Activity | PHONE CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | KC GOLF TOURNEY | Event1Nm |
| Gross Receipts Event1 | $59,269 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $23,474 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $35,795 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $7,557 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $18,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,978 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $18,727 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $59,269 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $23,474 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $35,795 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,557 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,978 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,727 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $48,262 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,467 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1582 | RecipientCnt |
| Cash Grant | $31,003,462 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE GRANTS MADE BY THE UNIVERSITY ARE PRIMARILY FOR STUDENT AID AND SCHOLARSHIPS. A LIST OF RECIPIENTS OF SCHOLARSHIPS AND FELLOWSHIPS IS ON FILE AT THE UNIVERSITY AND IS AVAILABLE UPON REQUEST. ALL STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BY THE UNIVERSITY ON THE BASIS OF ACADEMIC AND ATHLETIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR STANDARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT S GRANT | ||||||||||||||
| VP ADVANCEMENT | $209,460 | $0 | $0 | $0 | $258 | $0 | $13,090 | $0 | $8,975 | $0 | $231,783 | $0 | $0 | $0 |
| CHERYL A MCCONNELL | ||||||||||||||
| DEAN-SCHOOL OF MANAGEMENT | $147,222 | $0 | $0 | $0 | $138 | $0 | $9,270 | $0 | $7,416 | $0 | $164,046 | $0 | $0 | $0 |
| ANTHONY L TOCCO | ||||||||||||||
| PROFESSOR & MEN'S SOCCER COACH | $142,949 | $0 | $0 | $0 | $0 | $0 | $8,604 | $0 | $457 | $0 | $152,010 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VII, SECTION A, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION PAID TO REV THOMAS B CURRAN OSFS, PRESIDENT, IS PAID TO HIS RELIGIOUS ORDER. | ExplanationTxt |
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 |
|---|---|---|---|---|---|---|---|---|
| HEALTH & ED FACILITIES AUTHORITY OF THE ST OF MO | ||||||||
| A | 431178966 | 60636AAP8 | 2011-02-14 | $21,530,309 | SEE PART VI - SUPPLEMENTAL INFO | false | false | false |
| HEALTH & ED FACILITIES AUTHORITY OF THE ST OF MO | ||||||||
| B | 431178966 | 60636AAQ6 | 2011-02-14 | $22,790,000 | SEE PART VI - SUPPLEMENTAL INFO | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,031,559 | $0 | $21,530,309 | $1,719,790 | $0 | $6,960,516 | $426,160 | $0 | $0 | $7,996,525 | $4,418,421 | $0 | 2011 | Yes (true) | false | false | Yes (true) |
| B | $3,040,000 | $0 | $22,790,000 | $0 | $0 | $22,790,000 | $0 | $0 | $0 | $0 | $0 | $0 | 2011 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | false | |||
| BOFA & WELLS FARGO | |||||||||||||
| B | false | false | false | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | false | 21. | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SECTION IV, LINE 2C, COLUMN A | THE REBATE COMPUTATION FOR EDUCATIONAL FACILITIES REFUNDING REVENUE BONDS ROCKHURST UNIVERSITY SERIES 2011A WAS MADE ON APRIL 17, 2013. |
| SECTION IV, LINE 2C, COLUMN B | THE REBATE COMPUTATION FOR EDUCATIONAL FACILITIES REFUNDING REVENUE BONDS ROCKHURST UNIVERSITY SERIES 2011B WAS MADE ON APRIL 17, 2013. |
| DESCRIPTION OF PURPOSE | BOND A: EDUCATIONAL FACILITIES REFUNDING REVENUE BONDS ROCKHURST UNIVERSITY SERIES 2011A BOND B: EDUCATIONAL FACILITIES REFUNDING REVENUE BONDS ROCKHURST UNIVERSITY SERIES 2011B |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE SCHEDULE L PART V | PersonNm |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | TRANSACTION 1 (A) JE DUNN CONSTRUCTION COMPANY (JE DUNN) (B) ROBERT P DUNN IS A TRUSTEE OF ROCKHURST UNIVERSITY AND THE VICE PRESIDENT - COMMUNITY AFFAIRS OF JE DUNN. (C) $15,159,788 (D) JE DUNN IS THE GENERAL CONTRACTOR FOR THE CONSTRUCTION OF THE UNIVERSITY'S NEW ACADEMIC BUILDING. (E) NO | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $125,982 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DATE RECEIVED | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS | Desc |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RESALE VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, COLUMN B | THE AMOUNTS LISTED IN COLUMN B ARE A COMBINATION OF NUMBER OF CONTRIBUTIONS AND NUMBER OF ITEMS CONTRIBUTED. |
| SCHEDULE M, PART I, LINE 32B | THE ORGANIZATION USES A REAL ESTATE AGENT TO SELL REAL ESTATE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | ROCKHURST UNIVERSITY EXISTS TO TRANSFORM LIVES BY CREATING A LEARNING COMMUNITY CENTERED IN EXCELLENCE IN UNDERGRADUATE LIBERAL ARTS EDUCATION AND GRADUATE EDUCATION. ROCKHURST IS CATHOLIC AND JESUIT, INVOLVED IN THE LIFE AND GROWTH OF THE CITY AND THE REGION, AND COMMITTED TO THE SERVICE OF THE CONTEMPORARY WORLD. |
| FORM 990, PART VI, SECTION B, LINE 11B | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY UNIVERSITY MANAGEMENT AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS THAT UNIVERSITY MANAGEMENT AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE DRAFT VERSION OF THE 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. ANY QUESTIONS OR CONCERNS THAT THE AUDIT COMMITTEE MEMBERS HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. AN ELECTRONIC COPY OF THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED AT THE TIME OF HIRE FOR FACULTY AND ADMINISTRATIVE STAFF, AND THEREAFTER IS AVAILABLE ON THE UNIVERSITY'S INTRANET SITE. MEMBERS OF THE PRESIDENT'S CABINET MUST SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. IN THE CASE OF THE BOARD OF TRUSTEES, A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED AT THE TIME OF ELECTION, AND THEREAFTER ON AN ANNUAL BASIS EACH JUNE. TRUSTEES, OFFICERS, KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES ARE ALSO REQUIRED TO COMPLETE ANNUALLY A DISCLOSURE STATEMENT REGARDING BUSINESS AND FAMILY RELATIONSHIPS, RELATED PERSONS AND ACTIVITIES. THE COMPLETED DISCLOSURE STATEMENTS ARE REVIEWED BY UNIVERSITY MANAGEMENT AND ACCOUNTING PERSONNEL, AND ARE KEPT ON FILE IN THE UNIVERSITY'S OFFICE OF FINANCE AND HUMAN RESOURCES. IF AN INTERESTED PARTY IS AN EMPLOYEE, A MEMBER WITH OVERSIGHT OF THE DEPARTMENT EMPLOYING THE INDIVIDUAL SHALL MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND IMPLEMENT THE APPROPRIATE SAFEGUARDS AND CONFLICT MANAGEMENT PLAN TO PROTECT THE UNIVERSITY AND THE PARTIES, INCLUDING NOTIFYING THE BOARD OF TRUSTEES. IF THE INTERESTED PARTY IS AN OFFICER, TRUSTEE OR MEMBER OF A COMMITTEE, AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF TRUSTEES OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD OF TRUSTEES OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE INTERESTED PERSON'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OF TRUSTEES OR COMMITTEE DETERMINES THE INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINES 15A & B | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE ANNUAL COMPENSATION FOR THE UNIVERSITY PRESIDENT. THE PRESIDENT'S COMPENSATION IS COMPARED TO SALARY DATA FOR A BENCHMARK GROUP OF PEER INSTITUTIONS. THE TERMS OF THE PRESIDENT'S COMPENSATION ARE DOCUMENTED IN A WRITTEN EMPLOYMENT CONTRACT ON FILE IN THE UNIVERSITY HUMAN RESOURCES DEPARTMENT. THE PRESIDENT'S COMPENSATION IS PAID TO HIS RELIGIOUS ORDER. THE UNIVERSITY PLANNING & BUDGETING COMMITTEE MAKES AN ANNUAL RECOMMENDATION TO THE PRESIDENT AND BOARD OF TRUSTEES FOR ANY SALARY ADJUSTMENTS FOR FACULTY AND ADMINISTRATIVE STAFF WITHIN THE PARAMETERS OF THE ANNUAL OPERATING BUDGET. THIS INCLUDES KEY EMPLOYEES OF THE ORGANIZATION. ADDITIONALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS COMPENSATION FOR THE KEY EMPLOYEES OF THE UNIVERSITY AND COMPARES COMPENSATION TO APPROPRIATE HISTORICAL AND BENCHMARK SALARY DATA. THE REVIEW WAS COMPLETED IN 2015, CONDUCTED BY THE HUMAN RESOURCES DEPARTMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNIVERSITY'S WEBSITE. THE COMPENSATION PAID TO THE VP OF MISSION AND MINISTRY'S RELIGIOUS ORDER, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: CHANGE IN VALUE OF RUCEC INVESTMENT ($906,238) CURMA INTEREST INCOME ($769) ---------------------------------------------------- TOTAL ($907,007) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKHURST UNIVERSITY - CEC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6901 WEST 63RD ST | AddressLine1Txt |
| City | SHAWNEE MISSION | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431596558 | EIN |
| Primary Activities | CONTINUING ED | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 9 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKHURST U | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |