NATIONAL-LOUIS UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL-LOUIS UNIVERSITY (EIN 36-2167804)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-03-13
- IRS object ID
- 201510729349301151
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-13T15:58:44-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Main St Suite 700 | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL LOUIS UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARTY MICKEY VP OF FINANCE | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 8479475580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CAPITOL DRIVE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | WHEELING | City |
| State | IL | State |
| ZIP Code | 60090 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marty Mickey | PersonNm |
| Person Title | VP of Finance | PersonTitleTxt |
| Phone | 8479475580 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce A Dulworth | PreparerPersonNm |
| PTIN | P00151125 | PTIN |
| Phone | 8479475580 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NIVINE MEGAHED PRESIDENT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 S MICHIGAN AVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $89,530,819 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.nl.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1912 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING ACCESS TO QUALITY HIGHER EDUCATION THAT NURTURES OPPORTUNITY FOR STUDENTS THROUGH INNOVATIVE TEACHING, SCHOLARSHIP, COMMUNITY ENGAGEMENT & SERVICE EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1327 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,454,540 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,446,393 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $63,790,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $62,683,601 | CYProgramServiceRevenueAmt |
| PY Investment Income | $857,723 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,490,866 | CYInvestmentIncomeAmt |
| PY Other Revenue | $34,649 | PYOtherRevenueAmt |
| CY Other Revenue | $34,505 | CYOtherRevenueAmt |
| PY Total Revenue | $76,136,912 | PYTotalRevenueAmt |
| CY Total Revenue | $74,655,365 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,953,531 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,714,289 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $38,924,047 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $40,496,029 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,426,094 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,350,911 | PYOtherExpensesAmt |
| CY Other Expenses | $28,801,060 | CYOtherExpensesAmt |
| PY Total Expenses | $74,228,489 | PYTotalExpensesAmt |
| CY Total Expenses | $74,011,378 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,908,423 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $643,987 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $99,658,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,264,077 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,200,445 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,750,567 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,458,227 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,513,510 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NATIONAL LOUIS UNIVERSITY PROVIDES ACCESS TO QUALITY HIGHER EDUCATION THAT NURTURES OPPORTUNITY FOR STUDENTS THROUGH INNOVATIVE TEACHING, SCHOLARSHIP, COMMUNITY ENGAGEMENT, AND SERVICE EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $56,061,622 | ExpenseAmt |
| Grant | $4,714,289 | GrantAmt |
| Revenue | $62,720,868 | RevenueAmt |
| Desc | INSTRUCTION - THE UNIVERSITY SERVED THE FOLLOWING NUMBER OF STUDENTS IN ITS VARIOUS PROGRAMS OF INSTRUCTION: NATIONAL COLLEGE OF EDUCATION: 3,188 COLLEGE OF ARTS AND SCIENCES: 1,705 COLLEGE OF MANAGEMENT AND BUSINESS: 987 NO COLLEGE DESIGNATED: 1,707 TOTAL: 7,587 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,157,656 | ExpenseAmt |
| Desc | PUBLIC SERVICE - THE UNIVERSITY PROVIDES A NUMBER OF EDUCATIONAL AND CULTURAL PROGRAMS FOR THE GENERAL COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $65,219,278 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 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 | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | 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 | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 143 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1327 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTY MICKEY VP OF FINANCE | PersonNm |
| Phone | 8479475580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CAPITOL DRIVE | AddressLine1 |
| City | WHEELING | City |
| State | IL | State |
| ZIP Code | 60090 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| SCOTT C SMITH | ||||||||
| TRUSTEE, CHAIRMAN OF BOARD | 1.0 | Yes (X) | ||||||
| MARGARET L MORELAND | ||||||||
| TRUSTEE, VICE CHAIR OF BOARD | 1.0 | Yes (X) | ||||||
| SHEILA T ROMANO | ||||||||
| TRUSTEE, SECRETARY OF BOARD | 1.0 | Yes (X) | ||||||
| R TIGHE MAGNUSON | ||||||||
| TRUSTEE, TREASURER OF BOARD | 1.0 | Yes (X) | ||||||
| BRENDAN CARROLL | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| THOMAS J FORMOLO | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| DAVID A HELFAND | ||||||||
| TRUSTEE (UNTIL 6/14) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| RHONDA L HOPPS | ||||||||
| TRUSTEE (UNTIL 6/14) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| ROSE H JOHNSON | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| JEFFREY R KULWIN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| JOSEPH M KUNZE | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| ROXANE MCLEAN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| KATHLEEN P NIXON | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| RAYMOND J ROMAN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| IAN G ROSS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| MARIO M TRICOCI | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| NIVINE MEGAHED | ||||||||
| PRESIDENT | 50.0 | $474,416 | $0 | $37,605 | Yes (X) | |||
| CHRISTINE QUINN | ||||||||
| PROVOST | 50.0 | $221,491 | $0 | $28,329 | Yes (X) | |||
| THOMAS BERGMANN | ||||||||
| VP HUMAN RESOURCES | 50.0 | $160,063 | $0 | $34,142 | Yes (X) | |||
| MARTY MICKEY | ||||||||
| VP OF FINANCE | 50.0 | $153,784 | $0 | $43,742 | Yes (X) | |||
| BOBBI BIRINGER | ||||||||
| VP OF ENROLLMENT | 50.0 | $178,869 | $0 | $18,771 | Yes (X) | |||
| TOM EHRHARDT | ||||||||
| VP OF MARKETING | 50.0 | $177,748 | $0 | $34,227 | Yes (X) | |||
| CHRISTOPHER CASSIRER | ||||||||
| DEAN OF CMB AND CAS | 50.0 | $162,877 | $0 | $9,730 | Yes (X) | |||
| JOHN BERGHOLZ | ||||||||
| VP OF ADVANCEMENT | 50.0 | $162,315 | $0 | $44,700 | Yes (X) | |||
| ALISON HILSABECK | ||||||||
| DEAN OF NCE | 50.0 | $143,344 | $0 | $16,650 | Yes (X) | |||
| KATHLEEN WALSH | ||||||||
| INTERIM PROVOST (UNTIL 1/11) | $110,331 | $0 | $17,415 | Yes (X) | ||||
| GEORGE LITMAN | ||||||||
| VP STRATEGIC (UNTIL 8/11) | $109,466 | $0 | $25,940 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,054,704 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $311,251 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ELLUCIAN COMPANY | |||||
| 4 COUNTRY VIEW RD | MALVERN | PA | 19355 | IT SERVICES | $3,147,039 |
| ACADEMY FOR URBAN SCHOOL LEADERSHIP | |||||
| 3400 N AUSTIN | CHICAGO | IL | 60634 | TEACHING SERVICES | $2,447,968 |
| SYNERGY CREATIVE INC | |||||
| 1304 W WASHINGTON BLVD | CHICAGO | IL | 60607 | ADVERTISING | $1,104,637 |
| RICOH OFFICE SOLUTIONS | |||||
| PO BOX 905923 | CHARLOTTE | NC | 28290 | COPY/MAIL SERVICES | $483,073 |
| D2L LTD | |||||
| 715 ST PAUL STREET | BALTIMORE | MD | 21202 | ONLINE COURSES | $165,442 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $71,280 | FundraisingAmt |
| Government Grants | $8,503,575 | GovernmentGrantsAmt |
| All Other Contributions | $1,871,538 | AllOtherContributionsAmt |
| Total Contributions | $10,446,393 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $60,877,388 | $60,877,388 |
| SALES AND SERVICES OF EDUCATIONAL ACTIVITIES | 611710 | $1,470,213 | $1,470,213 |
| AUXILIARY ENTERPRISES | 721000 | $336,000 | $336,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $62,683,601 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $847,550 | TotalRevenueColumnAmt |
| Exclusion | $847,550 | 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 | $92,147 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $120,967 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$28,820 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,820 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$28,820 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,352,121 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,708,805 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $643,316 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $643,316 | TotalRevenueColumnAmt |
| Exclusion | $643,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $42,920 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $71,280 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $45,682 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,762 | TotalRevenueColumnAmt |
| Exclusion | -$2,762 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $66,087 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,087 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $66,087 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,655,365 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $62,720,868 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,488,104 | 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 | $4,714,289 | TotalAmt |
| Program Services | $4,714,289 | 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 | $1,050,894 | TotalAmt |
| Program Services | $921,528 | ProgramServicesAmt |
| Management And General | $104,301 | ManagementAndGeneralAmt |
| Fundraising | $25,065 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,290,942 | TotalAmt |
| Program Services | $27,443,815 | ProgramServicesAmt |
| Management And General | $3,099,791 | ManagementAndGeneralAmt |
| Fundraising | $747,336 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,171,098 | TotalAmt |
| Program Services | $1,026,935 | ProgramServicesAmt |
| Management And General | $116,232 | ManagementAndGeneralAmt |
| Fundraising | $27,931 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,628,967 | TotalAmt |
| Program Services | $4,057,994 | ProgramServicesAmt |
| Management And General | $460,345 | ManagementAndGeneralAmt |
| Fundraising | $110,628 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,354,128 | TotalAmt |
| Program Services | $2,064,331 | ProgramServicesAmt |
| Management And General | $233,648 | ManagementAndGeneralAmt |
| Fundraising | $56,149 | 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 | $116,319 | TotalAmt |
| Management And General | $116,319 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,720 | TotalAmt |
| Management And General | $85,720 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,000 | TotalAmt |
| Management And General | $70,000 | ManagementAndGeneralAmt |
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 | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,146,258 | TotalAmt |
| Program Services | $5,415,687 | ProgramServicesAmt |
| Management And General | $614,691 | ManagementAndGeneralAmt |
| Fundraising | $115,880 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,606,617 | TotalAmt |
| Program Services | $2,560,520 | ProgramServicesAmt |
| Management And General | $33,142 | ManagementAndGeneralAmt |
| Fundraising | $12,955 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,793 | TotalAmt |
| Program Services | $133,609 | ProgramServicesAmt |
| Management And General | $77,771 | ManagementAndGeneralAmt |
| Fundraising | $6,413 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,440,416 | TotalAmt |
| Program Services | $2,139,997 | ProgramServicesAmt |
| Management And General | $242,212 | ManagementAndGeneralAmt |
| Fundraising | $58,207 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,161,864 | TotalAmt |
| Program Services | $7,786,350 | ProgramServicesAmt |
| Management And General | $320,621 | ManagementAndGeneralAmt |
| Fundraising | $54,893 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872,193 | TotalAmt |
| Program Services | $792,223 | ProgramServicesAmt |
| Management And General | $48,534 | ManagementAndGeneralAmt |
| Fundraising | $31,436 | 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 | $778,278 | TotalAmt |
| Program Services | $631,950 | ProgramServicesAmt |
| Management And General | $114,335 | ManagementAndGeneralAmt |
| Fundraising | $31,993 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,898 | TotalAmt |
| Program Services | $559,535 | ProgramServicesAmt |
| Management And General | $63,986 | ManagementAndGeneralAmt |
| Fundraising | $15,377 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,432,651 | TotalAmt |
| Program Services | $2,130,470 | ProgramServicesAmt |
| Management And General | $243,632 | ManagementAndGeneralAmt |
| Fundraising | $58,549 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,711 | TotalAmt |
| Program Services | $356,644 | ProgramServicesAmt |
| Management And General | $40,366 | ManagementAndGeneralAmt |
| Fundraising | $9,701 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Total | $3,827,342 | TotalAmt |
| Program Services | $2,483,401 | ProgramServicesAmt |
| Management And General | $1,280,360 | ManagementAndGeneralAmt |
| Fundraising | $63,581 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,011,378 | TotalAmt |
| Program Services | $65,219,278 | ProgramServicesAmt |
| Management And General | $7,366,006 | ManagementAndGeneralAmt |
| Fundraising | $1,426,094 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,542,755 | BOYAmt |
| EOY | $11,203,182 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,000 | BOYAmt |
| EOY | $201,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,323,741 | BOYAmt |
| EOY | $13,783,159 | 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 | $1,364,877 | BOYAmt |
| EOY | $1,417,365 | 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 | $1,499,207 | BOYAmt |
| EOY | $1,548,135 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $68,462,135 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,154,531 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,404,662 | BOYAmt |
| EOY | $41,307,604 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,000,029 | BOYAmt |
| EOY | $28,922,454 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,177,401 | BOYAmt |
| EOY | $3,881,178 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,658,672 | BOYAmt |
| EOY | $102,264,077 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,854,817 | BOYAmt |
| EOY | $10,375,985 | 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 | $9,240,178 | BOYAmt |
| EOY | $10,469,132 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,900,000 | BOYAmt |
| EOY | $24,700,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,205,450 | BOYAmt |
| EOY | $1,205,450 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,200,445 | BOYAmt |
| EOY | $46,750,567 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,670,250 | BOYAmt |
| EOY | $40,166,568 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,179,870 | BOYAmt |
| EOY | $5,727,750 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,608,107 | BOYAmt |
| EOY | $9,619,192 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,458,227 | BOYAmt |
| EOY | $55,513,510 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,658,672 | BOYAmt |
| EOY | $102,264,077 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $643,987 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,435,103 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$23,807 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $70,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $70,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B | FormAndLineReferenceDesc |
| Explanation | LINE 1-G DURING 2013-2014, THE UNIVERSITY UTILIZED THE SERVICES OF CONLON & DUNN, A PUBLIC STRATEGIES FIRM, TO ASSIST IN ARRANGING MEETINGS WITH VARIOUS LEGISLATORS IN THE STATE OF ILLINOIS FOR THE PURPOSE OF INFORMING SUCH LEGISLATORS ABOUT PROPOSED EDUCATION LEGISLATION IN THE AREA OF THE ALTERNATIVE TEACHER CERTIFICATION PROGRAM. CANDIDATES IN AN ALTERNATIVE CERTIFICATION PROGRAM CAN EARN TEACHING LICENSES WHILE WORKING AS A FULL-TIME PAID TEACHER WHILE ALSO TAKING CLASSES. IN CONNECTION WITH THIS WORK THE UNIVERSITY INCURRED $60,000 IN EXPENSES PAID TO CONLON & DUNN AND THE EQUIVALENT OF APPROXIMATELY $10,000 OF INTERNAL STAFF TIME AND EXPENSES. | ExplanationTxt |
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 | $29,844,250 | BeginningYearBalanceAmt |
| Contributions | $11,085 | ContributionsAmt |
| Investment Earnings Or Losses | $3,773,462 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,326,475 | GrantsOrScholarshipsAmt |
| End Year Balance | $32,302,322 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,217,727 | BeginningYearBalanceAmt |
| Contributions | $115,520 | ContributionsAmt |
| Investment Earnings Or Losses | $2,216,974 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $705,971 | GrantsOrScholarshipsAmt |
| End Year Balance | $29,844,250 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,343,413 | BeginningYearBalanceAmt |
| Contributions | $193,066 | ContributionsAmt |
| Investment Earnings Or Losses | -$666,509 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $652,243 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,217,727 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,105,280 | BeginningYearBalanceAmt |
| Contributions | $229,807 | ContributionsAmt |
| Investment Earnings Or Losses | $4,453,993 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $445,667 | GrantsOrScholarshipsAmt |
| End Year Balance | $29,343,413 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,925,401 | BeginningYearBalanceAmt |
| Contributions | $336,778 | ContributionsAmt |
| Investment Earnings Or Losses | $2,213,258 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $370,157 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,105,280 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.60950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.29780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09270 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,504,611 | OtherCostOrOtherBasisAmt |
| Book Value | $1,504,611 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,700,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $40,922,947 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,900,282 | DepreciationAmt |
| Book Value | $32,722,665 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,102,043 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,075,086 | DepreciationAmt |
| Book Value | $3,026,957 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,612,145 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,000,605 | DepreciationAmt |
| Book Value | $1,611,540 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,620,389 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,178,558 | DepreciationAmt |
| Book Value | $2,441,831 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,307,604 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVANCE FROM GOVERNMENT - PERKINS | Desc |
| Amt | $1,205,450 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,205,450 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $72,542,828 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,435,103 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $166,649 | OtherRevenueAmt |
| Revenue Not Reported | $2,601,752 | RevenueNotReportedAmt |
| Revenue Subtotal | $69,941,076 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,714,289 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,714,289 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $74,655,365 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $69,463,738 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $166,649 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $166,649 | ExpensesNotReportedAmt |
| Expenses Subtotal | $69,297,089 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,714,289 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,714,289 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $74,011,378 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D | FormAndLineReferenceDesc |
| Explanation | PART V THE UNIVERSITY'S ENDOWMENT ASSETS INCLUDE ASSETS THAT ARE CHARACTERIZED AS PERMANENTLY RESTRICTED AND QUASI-ENDOWMENT. SPENDING OF INCOME FROM THE PERMANENTLY RESTRICTED ENDOWMENT IS RESTRICTED TO THOSE DESIGNATIONS AS PROVIDED BY THE DONOR OF THE PERMANENTLY RESTRICTED FUND. SPENDING OF INCOME FROM THE QUASI-ENDOWMENT IS DESIGNATED BY THE UNIVERSITY'S BOARD OF TRUSTEES AND HELPS TO FUND THE OPERATIONS OF THE UNIVERSITY. PART XI, LINE 2D EXPENSES OF $120,967 RELATED TO THE UNIVERSITY'S RENTAL INCOME ACTIVITIES AND $45,682 RELATED TO THE UNIVERSITY'S FUNDRAISING ACTIVITIES WERE INCLUDED IN THE EXPENSE SECTION OF THE UNIVERSITY'S STATEMENT OF ACTIVITIES. PART XI, LINE 4B STUDENT FINANCIAL AID OF $4,714,289 WAS INCLUDED IN THE INCOME SECTION OF THE UNIVERSITY'S STATEMENT OF ACTIVITIES. PART XII, LINE 2D EXPENSES OF $120,967 RELATED TO THE UNIVERSITY'S RENTAL INCOME ACTIVITIES AND $45,682 RELATED TO THE UNIVERSITY'S FUNDRAISING ACTIVITIES WERE INCLUDED IN THE EXPENSE SECTION OF THE UNIVERSITY'S FINANCIAL STATEMENTS. PART XII, LINE 4B STUDENT FINANCIAL AID IN THE AMOUNT OF $4,714,289 WAS INCLUDED IN THE INCOME SECTION OF THE UNIVERSITY'S STATEMENT OF ACTIVITIES. SCHEDULE D 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. PART V, LINE 1G OF THE $32,302,322 ENDING ENDOWMENT FUND BALANCE AT JUNE 30, 2014, $19,690,707 OF THIS AMOUNT IS UNRESTRICTED QUASI-ENDOWMENT. PART VI LINE 1B THE UNIVERSITY OWNS A BUILDING FOR WHICH IT HAS ENTERED INTO A SALES AGREEMENT TO SELL THE PROPERTY, SUBJECT TO THE BUYER OBTAINING THE APPROPRIATE ZONING APPEALS. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 3 THE UNIVERSITY CUSTOMARILY DRAWS THE MAJORITY OF ITS STUDENTS FROM THE LOCAL COMMUNITIES IT SERVES AND IT FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS WHICH IS INCLUDED IN THE UNIVERSITY'S CATALOGS AND ADMISSION AND APPLICATION INFORMATION. FURTHER, THE UNIVERSITY'S PROMOTIONAL ACTIVITIES AND RECRUITING EFFORTS ARE REASONABLY DESIGNED TO INFORM STUDENTS OF ALL RACIAL SEGMENTS OF THE PROGRAMS IT HAS AVAILABLE. PART I, LINE 6A THE UNIVERSITY PARTICIPATES IN STUDENT AID PROGRAMS PROVIDED BY THE FEDERAL GOVERNMENT. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | INSTRUCTION | SpecificServicesProvidedTxt |
| Region Total Expenditures | $23,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $23,000 | SubtotalSpentAmt |
| Total Spent | $23,000 | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 3 NATIONAL-LOUIS UNIVERSITY (NLU) HAS AN AGREEMENT WITH AN EDUCATIONAL INSTITUTION IN NOWY SACZ, POLAND, WYZSZA SZKOLA BIZNESU - NATIONAL-LOUIS UNIVERSITY (WSB-NLU), WHEREBY NLU PROVIDES WSB-NLU WITH CURRICULUM FOR CERTAIN OF ITS CLASSES WHICH IT UTILIZES IN ITS TEACHINGS AND EDUCATIONAL INSTRUCTION. CERTAIN WSB-NLU STUDENTS MAY BE AWARDED DUAL DEGREES FROM NLU AND WSB-NLU UPON GRADUATION, DEPENDING ON THE EDUCATIONAL TRACK THAT THEY UTILIZE. NLU ACHIEVES OVERSIGHT OF THE USE OF ITS CURRICULUM AT WSB-NLU BY EMPLOYING AN NLU EMERITUS FACULTY MEMBER AS ON-SITE LIAISON AT WSB-NLU; THROUGH PHONE CONFERENCES HELD AT LEAST ONCE PER MONTH BETWEEN THE PROREKTOR (PROVOST) OF WSB-NLU AND THE PROVOST OR PROVOST'S DESIGNEE AT NLU; AND THROUGH IN-PERSON VISITS TO WSB-NLU AT LEAST ONCE PER YEAR BY NLU'S PROVOST, PRESIDENT OR DESIGNEE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IDC | PersonNm |
| Activity | PHONATHON | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | REACH GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $114,200 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $71,280 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $42,920 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $19,006 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $26,276 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $114,200 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $71,280 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $42,920 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $19,006 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $26,276 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $45,682 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,762 | 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 | STUDENT FINANCIAL AID | GrantTypeTxt |
| Recipient | 1404 | RecipientCnt |
| Cash Grant | $4,714,289 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2 Each fiscal year the amount of University funded scholarships and discounts for the year is determined in conjunction with the University's budget-setting process. Actual financial aid awards are based on different criteria and are tracked within the approved budget. The administration of financial aid is handled by the student finance office and such aid awarded is credited directly to the student's account. Each student applies for financial aid by filling out the Free Application for Federal Student Aid (FAFSA). The award is based on information provided in this application. Students can also apply for grants and scholarship based on eligibility. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (true) | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIVINE MEGAHED | ||||||||||||||
| PRESIDENT | $344,539 | $0 | $100,000 | $0 | $29,877 | $0 | $21,514 | $0 | $16,091 | $0 | $512,021 | $0 | $0 | $0 |
| CHRISTINE QUINN | ||||||||||||||
| PROVOST | $213,733 | $0 | $7,500 | $0 | $258 | $0 | $17,498 | $0 | $10,831 | $0 | $249,820 | $0 | $0 | $0 |
| THOMAS BERGMANN | ||||||||||||||
| VP HUMAN RESOURCES | $152,473 | $0 | $7,500 | $0 | $90 | $0 | $11,454 | $0 | $22,688 | $0 | $194,205 | $0 | $0 | $0 |
| MARTY MICKEY | ||||||||||||||
| VP OF FINANCE | $149,146 | $0 | $4,500 | $0 | $138 | $0 | $10,962 | $0 | $32,780 | $0 | $197,526 | $0 | $0 | $0 |
| BOBBI BIRINGER | ||||||||||||||
| VP OF ENROLLMENT | $169,539 | $0 | $0 | $0 | $9,330 | $0 | $9,041 | $0 | $9,730 | $0 | $197,640 | $0 | $0 | $0 |
| TOM EHRHARDT | ||||||||||||||
| VP OF MARKETING | $167,090 | $0 | $7,500 | $0 | $3,158 | $0 | $11,273 | $0 | $22,954 | $0 | $211,975 | $0 | $0 | $0 |
| CHRISTOPHER CASSIRER | ||||||||||||||
| DEAN OF CMB AND CAS | $157,787 | $0 | $5,000 | $0 | $90 | $0 | $0 | $0 | $9,730 | $0 | $172,607 | $0 | $0 | $0 |
| JOHN BERGHOLZ | ||||||||||||||
| VP OF ADVANCEMENT | $159,057 | $0 | $3,000 | $0 | $258 | $0 | $12,578 | $0 | $32,122 | $0 | $207,015 | $0 | $0 | $0 |
| ALISON HILSABECK | ||||||||||||||
| DEAN OF NCE | $135,948 | $0 | $7,000 | $0 | $396 | $0 | $9,613 | $0 | $7,037 | $0 | $159,994 | $0 | $0 | $0 |
| KATHLEEN WALSH | ||||||||||||||
| INTERIM PROVOST (UNTIL 1/11) | $110,073 | $0 | $0 | $0 | $258 | $0 | $6,808 | $0 | $10,607 | $0 | $127,746 | $0 | $0 | $0 |
| GEORGE LITMAN | ||||||||||||||
| VP STRATEGIC (UNTIL 8/11) | $109,466 | $0 | $0 | $0 | $0 | $0 | $5,400 | $0 | $20,540 | $0 | $135,406 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 1A THE UNIVERSITY HAS A MEMBERSHIP IN A LOCAL SOCIAL CLUB THAT IS IN THE PRESIDENT'S NAME WHICH IS FOR THE PURPOSE OF HELPING PROMOTE AND CONDUCT BUSINESS ON BEHALF OF THE UNIVERSITY. THE SOCIAL CLUB MEMBERSHIP IS USED 100 PERCENT FOR BUSINESS AND THE PRESIDENT USES THE ACCOUNTABLE PLAN RULES FOR DOCUMENTING THE BUSINESS USE. PART I, LINE 4B THE UNIVERSITY HAS A 457(B) PLAN IN WHICH THE UNIVERSITY'S PRESIDENT(DR. NIVINE MEGAHED) PARTICIPATES. IN FISCAL YEAR 2014, DR. MEGAHED CONTRIBUTED $17,500 TO THIS PLAN. PART II, LINE 1, COLUMN I & II, COMPENSATION AND BONUS Provided that Dr. Megahed is working as President on the last pay period of the current contract year ending June 30, the University shall provide Dr. Megahed a bonus payment conditioned upon her achievement of mutually agreed objectives. The University will pay such amount, if any, at such times and under such other terms and conditions as the Board of Trustees of the University shall determine in its sole discretion. PART I, LINE 4B THE UNIVERSITY HAS A 457(f) DEFERRED COMPENSATION PLAN IN WHICH THE UNIVERSITY PRESIDENT PARTICIPATES. IN CALENDAR YEAR 2013, THE UNIVERSITY CONTRIBUTED $60,000 TO THIS PLAN. THIS AMOUNT WILL VEST ON JUNE 30, 2016 AS LONG AS THE PRESIDENT IS STILL EMPLOYED BY THE UNIVERSITY ON THAT DATE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI | LINE 11B The preparation and review process followed by the University with respect to the Form 990 is as follows: The 990 is prepared by the University's accounting department and reviewed for accuracy and completeness by the University's Vice President of Finance and an independent CPA firm. A copy is then provided to the Board of Trustees for review and comment prior to filing. LINE 12C The university has a written conflict of interest policy under which the University's Trustees, officers and key employees are required to disclose to the President's Office any conflicts of interest that they may have with the University. If a conflict of interest was disclosed, the person with the conflict would recuse themselves from any discussion regarding the pertinent item. LINE 15 A & B The University's Board of Trustees has an executive committee who has the responsibility and authority to review and approve all current and future compensation matters for the University's President, Vice President and Deans. Compensation matters include, but are not limited to base pay, bonus or incentive pay, deferred compensation, fringe benefits, employment agreements and severance pay. The committee follows the rebuttable presumption of reasonableness test and approves the compensation provided to each of the University's President, Vice Presidents and Deans based on a review of performance and comparable data. LINE 19 National Louis University makes its governing documents, conflict of interest and audited financial statements available upon request. |
| FORM 990, PART XI | LINE 9 Interest Swap Reevaluation $-23,807 IN 2014, THE UNIVERSITY RECOGNIZED A CHARGE OF $23,807 IN CONNECTION WITH A REEVALUATION OF ITS INTEREST RATE SWAP. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (1) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CRT | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NLU | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | TRUST | EntityTypeTxt |
| Controlled Organization | false | 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 |