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ST LOUIS UNIVERSITY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ST LOUIS UNIVERSITY (EIN 43-0654872)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-14
IRS object ID
201541349349308929
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-14T19:02:56-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1191 West Nationwide Blvd Ste 500AddressLine1
CityColumbusCity
StateOHState
ZIP Code432152568ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN430654872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ST LOUIS UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% DAVID GRABEInCareOfNm
Business Name ControlSTLOBusinessNameControlTxt
Phone3149773920PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 NORTH GRAND BOULEVARDAddressLine1
Address Line2SuiteAddressLine2
CityST LOUISCity
StateMOState
ZIP Code631032006ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID HEIMBURGERPersonNm
Person TitleVP & CFOPersonTitleTxt
Phone3149773920PhoneNum
Signature2015-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMollie P LonghousePreparerPersonNm
PTINP00294881PTIN
Phone3149773920PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFRED PESTELLOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 NORTH GRAND BOULEVARDAddressLine1
CityST LOUISCity
StateMOState
ZIP Code631032006ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,419,371,682GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SLU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1818FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTO SEEK EXCELLENCE IN TEACHING, RESEARCH, HEALTH CARE, AND SERVICE TO THE COMMUNITY AS GUIDED BY THE SPIRITUAL AND INTELLECTUAL IDEALS OF THE SOCIETY OF JESUS.ActivityOrMissionDesc
Voting Members Governing Body48VotingMembersGoverningBodyCnt
Voting Members Independent40VotingMembersIndependentCnt
Total Employee10329TotalEmployeeCnt
Total Volunteers900TotalVolunteersCnt
Total Gross UBI$1,099,993TotalGrossUBIAmt
PY Contributions Grants$90,213,820PYContributionsGrantsAmt
CY Contributions Grants$87,924,424CYContributionsGrantsAmt
PY Program Service Revenue$681,792,343PYProgramServiceRevenueAmt
CY Program Service Revenue$701,619,726CYProgramServiceRevenueAmt
PY Investment Income$68,146,453PYInvestmentIncomeAmt
CY Investment Income$105,591,023CYInvestmentIncomeAmt
PY Other Revenue$17,942,574PYOtherRevenueAmt
CY Other Revenue$10,621,431CYOtherRevenueAmt
PY Total Revenue$858,095,190PYTotalRevenueAmt
CY Total Revenue$905,756,604CYTotalRevenueAmt
PY Grants And Similar Paid$139,918,029PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$142,743,494CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$461,739,386PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$519,343,521CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,987,904CYTotalFundraisingExpenseAmt
PY Other Expenses$202,056,951PYOtherExpensesAmt
CY Other Expenses$207,106,939CYOtherExpensesAmt
PY Total Expenses$803,714,366PYTotalExpensesAmt
CY Total Expenses$869,193,954CYTotalExpensesAmt
PY Revenues Less Expenses$54,380,824PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$36,562,650CYRevenuesLessExpensesAmt
Total Assets BOY$1,991,799,315TotalAssetsBOYAmt
Total Assets EOY$2,104,114,961TotalAssetsEOYAmt
Total Liabilities BOY$458,723,990TotalLiabilitiesBOYAmt
Total Liabilities EOY$461,255,909TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,533,075,325NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,642,859,052NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF SAINT LOUIS UNIVERSITY IS THE PURSUIT OF TRUTH FOR THE GREATER GLORY OF GOD AND FOR THE SERVICE OF HUMANITY. THE UNIVERSITY SEEKS EXCELLENCE IN THE FULFILLMENT OF ITS CORPORATE PURPOSES OF TEACHING, RESEARCH, HEALTH CARE AND SERVICE TO THE COMMUNITY. IT IS DEDICATED TO LEADERSHIP IN THE CONTINUING QUEST FOR UNDERSTANDING OF GOD'S CREATION AND FOR THE DISCOVERY, DISSEMINATION AND INTEGRATION OF THE VALUES, KNOWLEDGE AND SKILLS REQUIRED TO TRANSFORM SOCIETY IN THE SPIRIT OF THE GOSPELS. AS A CATHOLIC, JESUIT UNIVERSITY, THIS PURSUIT IS MOTIVATED BY THE INSPIRATION AND VALUES OF THE JUDEO-CHRISTIAN TRADITION AND IS GUIDED BY THE SPIRITUAL AND INTELLECTUAL IDEALS OF THE SOCIETY OF JESUS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$338,192,649ExpenseAmt
Grant$142,350,844GrantAmt
Revenue$379,908,603RevenueAmt
DescINSTRUCTION AND ACADEMIC SUPPORT - CREDIT AND NON-CREDIT COURSES FOR ACADEMIC, VOCATIONAL, AND TECHNICAL INSTRUCTION, FOR REMEDIAL AND TUTORIAL INSTRUCTION, AND FOR REGULAR, SPECIAL AND EXTENSION SESSIONS. ACTIVITIES IN THIS CATEGORY INCLUDE support services SUCH AS LIBRARIES, EDUCATIONAL MEDIA SERVICES, ACADEMIC COMPUTING SUPPORT, ACADEMIC ADMINISTRATION, ETC. 13,505 STUDENTS ENROLLED FOR 6/30/2014 FISCAL YEAR.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$277,071,932ExpenseAmt
Grant$0GrantAmt
Revenue$270,029,599RevenueAmt
DescPATIENT CARE - The University operates physician practices staffed by the faculty of the university's school of medicine. The practices consist of more than 500 faculty physicians, 16 clinical departments and 50 locations in Missouri and Illinois. For the 6/30/14 fiscal year, there were more than 400,000 outpatient visits.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$35,771,791ExpenseAmt
Grant$40,000GrantAmt
Revenue$51,681,524RevenueAmt
DescAuxiliary enterprises - Activities in this category exist to furnish goods or services to students, faculty or staff. These include residence halls, food services, intercollegiate athletics, parking and other such services. Campus residents totaled 3,370 for the 2013 fall semester and 3,106 for the 2014 spring semester.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$157,117,662TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$352,650TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$808,154,034TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2652IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee10329EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountrySPForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed1Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members48GoverningBodyVotingMembersCnt
Independent Voting Member40IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAVID GRABEPersonNm
Phone3149773920PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13545 LINDELL BLVDAddressLine1
CityST LOUISCity
StateMOState
ZIP Code63103ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (65 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
J Joseph Adorajan
Chairman10.0Yes (X)Yes (X)$0$0$0
Patrick J Sly
Vice Chairman10.0Yes (X)Yes (X)$0$0$0
Barry Beracha
Trustee10.0Yes (X)$0$0$0
Albert C Black Jr
Trustee10.0Yes (X)$0$0$0
William A Blase Jr
Trustee10.0Yes (X)$0$0$0
George Brill
Trustee10.0Yes (X)$0$0$0
Thomas H Brouster Sr
Trustee10.0Yes (X)$0$0$0
Richard O Buhler SJ
Trustee10.0Yes (X)$0$0$0
James J Burshek SJ
Trustee10.0Yes (X)$0$0$0
Richard A Chaifetz
Trustee10.0Yes (X)$0$0$0
W Winston Chan
Trustee10.0Yes (X)$0$0$0
Robert G Clark
Trustee10.0Yes (X)$0$0$0
Joseph P Conran
Trustee10.0Yes (X)$0$0$0
John M Cook
Trustee10.0Yes (X)$0$0$0
J Daniel Daly SJ
Trustee10.0Yes (X)$0$0$0
Gerald E Daniels
Trustee10.0Yes (X)$0$0$0
LB Eckelkamp Jr
Trustee10.0Yes (X)$0$0$0
Richard T Fisher
Trustee10.0Yes (X)$0$0$0
Robert N Fox
Trustee10.0Yes (X)$0$0$0
Anne Gagen
Trustee10.0Yes (X)$0$0$0
Chang-Soo Huh
Trustee10.0Yes (X)$0$0$0
Edward Ignaczak
Trustee10.0Yes (X)$0$0$0
Joseph F Imbs III
Trustee10.0Yes (X)$0$0$0
James P Kavanaugh
Trustee10.0Yes (X)$0$0$0
Paul Kalsbeek
Trustee10.0Yes (X)$0$0$0
James G Knapp SJ
Trustee10.0Yes (X)$0$0$0
Aloys H Litteken
Trustee10.0Yes (X)$0$0$0
Mary V Longrais
Trustee10.0Yes (X)$0$0$0
Paul Lorenzini
Trustee10.0Yes (X)$0$0$0
Donn Lux
Trustee10.0Yes (X)$0$0$0
Robert W May
Trustee10.0Yes (X)$0$0$0
Virginia McDowell
Trustee10.0Yes (X)$0$0$0
Keith F Muccino SJ
Trustee10.0Yes (X)$0$0$0
Robert L Niehoff SJ
Trustee10.0Yes (X)$0$0$0
Tony A Novelly
Trustee10.0Yes (X)$0$0$0
Frank O'Donnell Jr
Trustee10.0Yes (X)$0$0$0
Robert O'Loughlin
Trustee10.0Yes (X)$0$0$0
Kathleen Osborn
Trustee10.0Yes (X)$0$0$0
G Keith Phoenix
Trustee10.0Yes (X)$0$0$0
Jacqueline Drury Pollvogt
Trustee10.0Yes (X)$0$0$0
Daniel A Rodrigues
Trustee10.0Yes (X)$0$0$0
David Sindelar
Trustee10.0Yes (X)$0$0$0
Rex A Sinquefield
Trustee10.0Yes (X)$0$0$0
James T Smith
Trustee10.0Yes (X)$0$0$0
Michael Staenberg
Trustee10.0Yes (X)$0$0$0
Martha S Uhlhorn
Trustee10.0Yes (X)$0$0$0
Daniel P White SJ
Trustee10.0Yes (X)$0$0$0
William R Kauffman
Interim President40.0Yes (X)Yes (X)$326,806$0$40,407
David F Heimburger
VP AND CFO40.0Yes (X)$291,085$0$45,959
Philip O Alderson
VP Medical Affairs40.0Yes (X)$626,789$0$41,495
Kathleen B Brady
VP Facilities Management40.0Yes (X)$264,434$0$33,656
Bridget Fletcher
VP and Chief of Staff40.0Yes (X)$158,108$0$31,007
Jeffrey L Fowler
VP Advancement40.0Yes (X)$227,242$0$45,562
Jay W Goff
VP Enrollment40.0Yes (X)$269,723$0$49,277
Patty A Haberberger
Interim VP for Human Resources40.0Yes (X)$131,037$0$21,908
David J Hakanson
PARTIAL YEAR VP AND CIO40.0Yes (X)$98,737$0$7,740
Ellen F Harshman
Interim VP Academic Affairs40.0Yes (X)$279,954$0$41,368
Kent T Porterfield
VP Student Development40.0Yes (X)$221,626$0$42,328
Raymond C Tait
VP Research40.0Yes (X)$222,123$0$25,993
Gary L Whitworth
AVP AND CIO40.0Yes (X)$189,298$0$26,532
Scott W Fosko
Academic Department Chair40.0$853,693$0$49,819Yes (X)
Charles B Huddleston
Professor40.0$695,295$0$45,619Yes (X)
Andrew C Fiore
Professor40.0$692,737$0$48,177Yes (X)
Saleem I Abdulrauf
Academic Department Chair40.0$692,316$0$40,905Yes (X)
James Crews
Head Coach - Basketball40.0$816,577$0$39,878Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,057,580TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$677,630TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K811IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
Compass Group
PO Box 91337ChicagoIL60693Food Service$6,449,253
Catalyst Rx
MS 4340 PO Box 545DeerfieldIL600150545Health Care Services$1,704,126
Levy Harkins and Co Inc
366 Madison Ave 14th FloorNew YorkNY10017Investment$1,208,056
Xerox Corporation
45 Glover AveNorwalkCT068501203Document Management$1,031,741
The Blackstone Group LP
345 Park AvenueNew YorkNY10154Investment$1,099,436
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K105CntrctRcvdGreaterThan100KCnt
Government Grants$38,049,942GovernmentGrantsAmt
All Other Contributions$49,874,482AllOtherContributionsAmt
Noncash Contributions$3,558,772NoncashContributionsAmt
Total Contributions$87,924,424TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Net Patient Service Revenue900099$270,029,599$270,029,599
Tuition and Fees900099$379,908,603$379,908,603
Other Revenue900099$50,944,567$50,944,567
Parking812930$406,629$406,629
Water Tower Inn721110$235,329$235,329

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$94,999TotalRevenueColumnAmt
Unrelated Business Revenue$94,999UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$701,619,726TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,473,596TotalRevenueColumnAmt
Exclusion$30,473,596ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$477,348RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$858RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$476,490RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$476,490TotalRevenueColumnAmt
Exclusion$476,490ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$588,731,647SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$513,614,220SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$75,117,427SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$75,117,427TotalRevenueColumnAmt
Exclusion$75,117,427ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
FICA Refund900099$190,000$190,000
Partnership Revenue531390$363,036$363,036
Other Revenue900099$9,591,905$9,591,905
FieldValueIRS element (for citing)
Other Revenue Total$10,144,941OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$905,756,604TotalRevenueColumnAmt
Related Or Exempt Func Income$649,938,202RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,099,993UnrelatedBusinessRevenueAmt
Exclusion$166,793,985ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$142,743,494TotalAmt
Program Services$142,743,494ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,097,513TotalAmt
Program Services$1,269,483ProgramServicesAmt
Management And General$2,828,030ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$427,903,589TotalAmt
Program Services$394,283,409ProgramServicesAmt
Management And General$28,408,839ManagementAndGeneralAmt
Fundraising$5,211,341FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$25,369,463TotalAmt
Program Services$23,400,727ProgramServicesAmt
Management And General$1,663,569ManagementAndGeneralAmt
Fundraising$305,167FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$36,379,537TotalAmt
Program Services$32,357,835ProgramServicesAmt
Management And General$3,398,313ManagementAndGeneralAmt
Fundraising$623,389FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,593,419TotalAmt
Program Services$23,607,305ProgramServicesAmt
Management And General$1,678,254ManagementAndGeneralAmt
Fundraising$307,860FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,315,018TotalAmt
Program Services$2,135,367ProgramServicesAmt
Management And General$151,804ManagementAndGeneralAmt
Fundraising$27,847FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$673,682TotalAmt
Program Services$621,402ProgramServicesAmt
Management And General$44,176ManagementAndGeneralAmt
Fundraising$8,104FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$18,299TotalAmt
Program Services$16,879ProgramServicesAmt
Management And General$1,200ManagementAndGeneralAmt
Fundraising$220FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$17,605,711TotalAmt
Program Services$16,239,463ProgramServicesAmt
Management And General$1,154,471ManagementAndGeneralAmt
Fundraising$211,777FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,639,483TotalAmt
Program Services$4,279,447ProgramServicesAmt
Management And General$304,228ManagementAndGeneralAmt
Fundraising$55,808FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$51,308,483TotalAmt
Program Services$47,326,813ProgramServicesAmt
Management And General$3,364,486ManagementAndGeneralAmt
Fundraising$617,184FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,724,206TotalAmt
Program Services$6,202,390ProgramServicesAmt
Management And General$440,931ManagementAndGeneralAmt
Fundraising$80,885FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$19,674,195TotalAmt
Program Services$18,059,398ProgramServicesAmt
Management And General$1,364,360ManagementAndGeneralAmt
Fundraising$250,437FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,069,558TotalAmt
Program Services$12,932,232ProgramServicesAmt
Management And General$961,033ManagementAndGeneralAmt
Fundraising$176,293FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,026,814TotalAmt
Program Services$1,869,528ProgramServicesAmt
Management And General$132,906ManagementAndGeneralAmt
Fundraising$24,380FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,089,070TotalAmt
Program Services$10,089,070ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$33,356,451TotalAmt
Program Services$28,790,365ProgramServicesAmt
Management And General$3,893,756ManagementAndGeneralAmt
Fundraising$672,330FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,173,147TotalAmt
Program Services$9,383,684ProgramServicesAmt
Management And General$667,091ManagementAndGeneralAmt
Fundraising$122,372FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Supplies$8,796,590$8,796,590
Equipment Rental and Maint$12,414,153$11,450,782$814,042$149,329
Books & Subscriptions$6,502,318$5,997,721$426,381$78,216
Dues & Memberships$2,853,670$2,632,218$187,126$34,326

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,866,091TotalAmt
Program Services$3,668,432ProgramServicesAmt
Management And General$167,020ManagementAndGeneralAmt
Fundraising$30,639FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$869,193,954TotalAmt
Program Services$808,154,034ProgramServicesAmt
Management And General$52,052,016ManagementAndGeneralAmt
Fundraising$8,987,904FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$70,240,057BOYAmt
EOY$71,219,904EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$24,362,158BOYAmt
EOY$13,552,066EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$34,597,439BOYAmt
EOY$30,048,927EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$55,777,500BOYAmt
EOY$53,943,506EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$37,666,509BOYAmt
EOY$37,242,790EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$613,116BOYAmt
EOY$531,756EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,676,412BOYAmt
EOY$9,384,830EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$969,103,268LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$414,959,618LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$562,742,670BOYAmt
EOY$554,143,650EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$798,062,244BOYAmt
EOY$829,052,423EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$327,172,138BOYAmt
EOY$432,968,800EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$10,549,675BOYAmt
EOY$11,429,172EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$60,339,397BOYAmt
EOY$60,597,137EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,991,799,315BOYAmt
EOY$2,104,114,961EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$63,368,807BOYAmt
EOY$77,499,203EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$33,933,329BOYAmt
EOY$30,375,036EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$255,026,874BOYAmt
EOY$247,862,655EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY-$4,713,030BOYAmt
EOY-$5,139,991EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY-$408,535BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$111,516,545BOYAmt
EOY$110,659,006EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$458,723,990BOYAmt
EOY$461,255,909EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,141,284,473BOYAmt
EOY$1,208,526,278EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$119,524,174BOYAmt
EOY$149,475,232EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$272,266,678BOYAmt
EOY$284,857,542EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,533,075,325BOYAmt
EOY$1,642,859,052EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,991,799,315BOYAmt
EOY$2,104,114,961EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$36,562,650ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$66,878,936NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$6,342,141OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$84,441,134CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,877,400CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$102,303,533CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,213,820CurrentTaxYearMinus1YearAmt
Current Tax Year$87,924,424CurrentTaxYearAmt
Total$451,760,311TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$84,441,134CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,877,400CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$102,303,533CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,213,820CurrentTaxYearMinus1YearAmt
Current Tax Year$87,924,424CurrentTaxYearAmt
Total$451,760,311TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$27,826,587SubstantialContributorsTotAmt
Public Support Total170$423,933,724PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,280,205CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,417,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,329,464CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,861,625CurrentTaxYearMinus1YearAmt
Current Tax Year$30,950,944CurrentTaxYearAmt
Total$115,839,738TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,682,746CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,818,357CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,840,551CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,763,424CurrentTaxYearMinus1YearAmt
Current Tax Year$9,954,941CurrentTaxYearAmt
Total$70,060,019TotalAmt
FieldValueIRS element (for citing)
Total Support$637,660,068TotalSupportAmt
Gross Receipts Rltd Activities$3,346,605,861GrossReceiptsRltdActivitiesAmt
Public Support CY1700.66483PublicSupportCY170Pct
Public Support PY1700.70531PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$18,300DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$18,300TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1GFormAndLineReferenceDesc
ExplanationUniversity employees participated in meetings and phone calls with elected officials and their staff along with sending e-mails and letters to the offices of government officials. Additionally, expenditures were spent on travel and dues to professional associations.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$3,247RevenuesIncludedAmt
Assets Included$12,479,012AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$956,014,050BeginningYearBalanceAmt
Contributions$10,981,980ContributionsAmt
Investment Earnings Or Losses$147,083,662InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,009,774GrantsOrScholarshipsAmt
Other Expenditures$30,500,276OtherExpendituresAmt
Administrative Expenses$610,379AdministrativeExpensesAmt
End Year Balance$1,076,959,263EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$852,841,749BeginningYearBalanceAmt
Contributions$32,468,224ContributionsAmt
Investment Earnings Or Losses$105,451,039InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,451,827GrantsOrScholarshipsAmt
Other Expenditures$28,741,268OtherExpendituresAmt
Administrative Expenses$553,867AdministrativeExpensesAmt
End Year Balance$956,014,050EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$880,250,930BeginningYearBalanceAmt
Contributions$6,172,381ContributionsAmt
Investment Earnings Or Losses$2,056,438InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,554,482GrantsOrScholarshipsAmt
Other Expenditures$29,512,026OtherExpendituresAmt
Administrative Expenses$571,492AdministrativeExpensesAmt
End Year Balance$852,841,749EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$708,344,573BeginningYearBalanceAmt
Contributions$46,149,776ContributionsAmt
Investment Earnings Or Losses$153,533,580InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,647,631GrantsOrScholarshipsAmt
Other Expenditures$21,698,593OtherExpendituresAmt
Administrative Expenses$430,775AdministrativeExpensesAmt
End Year Balance$880,250,930EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$645,799,540BeginningYearBalanceAmt
Contributions$6,138,608ContributionsAmt
Investment Earnings Or Losses$87,671,425InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,096,663GrantsOrScholarshipsAmt
Other Expenditures$24,710,420OtherExpendituresAmt
Administrative Expenses$457,917AdministrativeExpensesAmt
End Year Balance$708,344,573EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.62932BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.24929PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.12139TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$65,530,985InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$561,374OtherCostOrOtherBasisAmt
Book Value$66,092,359BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$764,489,646InvestmentCostOrOtherBasisAmt
Depreciation$314,754,257DepreciationAmt
Book Value$449,735,389BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$129,074,311InvestmentCostOrOtherBasisAmt
Depreciation$100,205,361DepreciationAmt
Book Value$28,868,950BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$9,446,952InvestmentCostOrOtherBasisAmt
Book Value$9,446,952BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$554,143,650TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$432,968,800BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$432,968,800TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDescAmtAmt
MEDICAL RESIDENTS FICA REFUND$88,194
ANNUITY AND LIFE INCOME$11,191,132
HEFA INTEREST SWAP$34,957,666
SELF-INSURANCE LIABILITY$32,050,780
US GOV'T REFUNDABLE GRANTS$19,681,724
FUNDS HELD FOR OTHERS$573,271
OTHER$6,701,503
ASSET RETIREMENT$5,414,736
FieldValueIRS element (for citing)
Total Liability$110,659,006TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$851,754,375TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$66,878,932NetUnrealizedGainsInvstAmt
Other Revenue$25,820,612OtherRevenueAmt
Revenue Not Reported$92,699,544RevenueNotReportedAmt
Revenue Subtotal$759,054,831RevenueSubtotalAmt
Other Revenues Not Included$146,701,773OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$146,701,773RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$905,756,604TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$741,970,646TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$19,478,470OtherExpensesIncludedAmt
Expenses Not Reported$19,478,470ExpensesNotReportedAmt
Expenses Subtotal$722,492,176ExpensesSubtotalAmt
Other Expenses Not Included$146,701,778OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$146,701,778ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$869,193,954TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X - FIN 48 DISCLOSUREThe University is generally exempt from Federal income tax pursuant to Section 501(c)(3) of the Internal Revenue Code (the Code) and is a tax-exempt organization described in Sections 501(c)(3), 509(a)(I), and 170(b)(I)(A)(ii) of the Code. The Financial Accounting Standards Board issued guidance prescribing how an organization should recognize, measure, present, and disclose in its consolidated financial statements uncertain tax positions. The University adopted this guidance, which is included in Accounting Standards Codification Topic 740 (ASC 740) Income Taxes. This guidance addresses the determination of how tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financial statements. The University must recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than fifty percent likelihood of being realized upon ultimate settlement. As of June 30, 2014 and 2013, the University did not have a liability for unrecognized tax benefits.
OTHER REVENUE INCLUDED ON THE AUDIT BUT NOT ON THE RETURNSCH. D, PART XI, LINE 2D Increase in permanently restricted assets 2,639,095 Increase in temporarily restricted assets 3,703,046 FOREIGN CURRENCY TRANSLATION ADJUSTMENT 864,693 Foreign entity revenue-Spain 18,612,920 RENTAL EXPENSE 858 ------------- TOTAL 25,820,612
OTHER REVENUE INCLUDED ON THE RETURN BUT NOT ON THE AUDITSCH. D, PART XI, LINE 4B SCHOLARSHIPS & GRANTS NETTED WITH REVENUE (129,096,061) Investment mgmt fees netted against revenue (17,605,712) ------------- TOTAL (146,701,773)
OTHER EXPENSES INCLUDED ON THE AUDIT BUT NOT ON THE RETURNSCHEDULE D, PART XII, LINE 2D FOREIGN ENTITY EXPENSES -SPAIN 19,477,612 RENTAL EXPENSE 858 ------------- total 19,478,470
OTHER EXPENSES INCLUDED ON THE RETURN BUT NOT ON THE AUDITSCH. D, PART XII, 4B scholarship & grants netted with revenue 129,096,061 investment mgmt fees netted against revenue 17,605,712 ------------- total 146,701,773
ORGANIZATIONS COLLECTIONSPART III LINE 4 The organization's collections included both donated and purchased items. Collections of art are capitalized at cost if purchased or at fair market value at date of gift. Collections of art are displayed prominently across campuses adding to the cultural and aesthetic value of the educational experience of students, faculty, staff and guests of the University.
USE OF ENDOWMENT FUNDSPART V, QUESTION 4 The University has adopted investment and spending policies for endowment assets that will preserve and enhance the real (inflation-adjusted) purchasing power of the pooled endowment while providing an increasing stream of real funding for the annual University budget in the future. Endowment assets include those assets of donor-restricted funds that the University must hold in perpetuity or for a donor-restricted period(s) as well as quasi endowment funds. Under this policy, the University will attempt to achieve the highest long-term investment return on investment assets that is compatible with the University's risk tolerance and time horizons consistent with prudent investment practices.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Line 3The racially nondiscriminatory policy is publicized through various university bulletins and admissions brochures.
SCHEDULE E, Line 6ASAINT LOUIS UNIVERSITY RECEIVES GRANTS, CONTRACTS, AND COOPERATIVE AGREEMENTS FROM FEDERAL AGENCIES FOR ORGANIZED RESEARCH, INSTRUCTIONAL ACTIVITIES INCLUDING FELLOWSHIPS, AND OTHER SPONSORED ACTIVITIES. THE UNIVERSITY ALSO ADMINISTERS U.S. DEPARTMENT OF EDUCATION CAMPUS-BASED FINANCIAL AID PROGRAMS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the CaribbeanInvestments$5,974,266
Sub-Saharan AfricaInvestments$78,143
East Asia and the PacificInvestments$8,030,493
Europe (Including Iceland and Greenland)Investments$28,102,237
Middle East and North AfricaInvestments$165,444
North AmericaInvestments$1,218,288
Russia and the Newly Independent StatesInvestments$129,947
Europe (Including Iceland and Greenland)Program Services$156,089STUDY ABROAD
East Asia and the PacificProgram Services$191,780STUDY ABROAD
South AmericaProgram Services$43,148STUDY ABROAD
FieldValueIRS element (for citing)
Subtotal Spent$44,089,835SubtotalSpentAmt
Total Spent$44,089,835TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarshipsGrantTypeTxt
Recipient10552RecipientCnt
Cash Grant$142,743,494CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, QUESTION 2FormAndLineReferenceDesc
ExplanationSaint Louis University offers a number of institutional grants and scholarships. Each program has specific awarding criteria and individual rules for awarding set up in the Banner (ERP) system. Initially, awards are determined by the Office of Student Financial Services or the department administrators will determine and notify the Office of Student Financial Services. Awards are then posted accordingly and disbursed onto a student's account. Students registered in the Banner (ERP) system will be awarded and paid using the student information system disbursement rules. Controls are in place to monitor or designate if charges and resulting payment of aid is applicable to the type of program or fee by use of separate detail codes for each program.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
William R Kauffman
Interim President$323,218$0$0$0$3,588$0$25,500$0$14,907$0$367,213$0$0$0
David F Heimburger
VP AND CFO$290,427$0$0$0$658$0$25,500$0$20,459$0$337,044$0$0$0
Philip O Alderson
VP Medical Affairs$621,455$0$0$0$5,334$0$25,500$0$15,995$0$668,284$0$0$0
Kathleen B Brady
VP Facilities Management$263,371$0$0$0$1,063$0$25,500$0$8,156$0$298,090$0$0$0
Bridget Fletcher
VP and Chief of Staff$157,266$0$0$0$842$0$16,320$0$14,687$0$189,115$0$0$0
Jeffrey L Fowler
VP Advancement$226,345$0$0$0$897$0$23,590$0$21,972$0$272,804$0$0$0
Jay W Goff
VP Enrollment$269,351$0$0$0$372$0$25,500$0$23,777$0$319,000$0$0$0
Patty A Haberberger
Interim VP for Human Resources$130,854$0$0$0$183$0$13,435$0$8,473$0$152,945$0$0$0
Ellen F Harshman
Interim VP Academic Affairs$277,166$0$0$0$2,788$0$25,500$0$15,868$0$321,322$0$0$0
Kent T Porterfield
VP Student Development$221,323$0$0$0$303$0$22,840$0$19,488$0$263,954$0$0$0
Raymond C Tait
VP Research$219,630$0$0$0$2,493$0$22,290$0$3,703$0$248,116$0$0$0
Gary L Whitworth
AVP AND CIO$188,571$0$0$0$727$0$19,095$0$7,437$0$215,830$0$0$0
Scott W Fosko
Academic Department Chair$756,690$0$96,037$0$966$0$25,093$0$24,726$0$903,512$0$0$0
Charles B Huddleston
Professor$692,523$0$0$0$2,772$0$25,500$0$20,119$0$740,914$0$0$0
Andrew C Fiore
Professor$689,965$0$0$0$2,772$0$25,500$0$22,677$0$740,914$0$0$0
Saleem I Abdulrauf
Academic Department Chair$673,670$0$17,680$0$966$0$25,500$0$15,405$0$733,221$0$0$0
James Crews
Head Coach - Basketball$815,038$0$0$0$1,539$0$25,500$0$14,378$0$856,455$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceJESUIT FOOTNOTEFormAndLineReferenceDesc
ExplanationSAINT LOUIS UNIVERSITY EMPLOYS SEVERAL JESUITS WHO ARE MEMBERS OF THE JESUIT COMMUNITY. THE JESUIT COMMUNITY IS A NOT-FOR-PROFIT CORPORATION, SEPARATE FROM SAINT LOUIS UNIVERSITY. THE JESUITS WHO ARE ON THE STAFF OF SAINT LOUIS UNIVERSITY, ALTHOUGH THEY ARE ACCOUNTED FOR WITHIN THE UNIVERSITY'S PAYROLL SYSTEM, ARE NOT PAID A SALARY. THE FUNDS ARE PAID DIRECTLY, IN A SINGLE MONTHLY CHECK, TO THE COMMUNITY. THE COMMUNITY PAYS FOR THE LIVING EXPENSES OF THE JESUITS, AS WELL AS THE MAINTENANCE OF THEIR RESIDENCE FACILITY. THE JESUITS ON THE STAFF OF SAINT LOUIS UNIVERISTY INCLUDE PAUL STARK, S.J.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
STATE OF MISSOURI HEALTH & EDUCATIONAL FACILITIES
A431178966606901P422003-07-29$20,460,000SEE PART VIfalsefalsefalse
STATE OF MISSOURI HEALTH & EDUCATIONAL FACILITIES
B4311789666069014R42008-09-02$71,930,000SEE PART VIfalsefalsefalse
STATE OF MISSOURI HEALTH & EDUCATIONAL FACILITIES
C4311789666069014P82008-09-02$99,885,000SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$18,895,000$0$20,506,901$0$0$0$171,996$34,000$0$4,987,674$15,313,232$0Yes (true)falseYes (true)Yes (true)
B$0$0$71,930,053$0$0$0$311,806$16,746$1,501$0$71,600,000$0Yes (true)falseYes (true)Yes (true)
C$10,555,000$0$99,885,070$0$0$0$435,315$23,254$1,501$0$99,425,000$0Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)Yes (true)false0.000000.000000.00000falsefalse0.00000falseYes (true)
BfalsefalseYes (true)Yes (true)Yes (true)false0.000000.000000.00000falsefalse0.00000falseYes (true)
CfalsefalseYes (true)Yes (true)Yes (true)false0.000000.000000.00000falsefalse0.00000falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
SEE PART VI
AfalsefalsefalseYes (true)Yes (true)Yes (true)falsefalsefalse0falseYes (true)
0
BfalsefalseYes (true)Yes (true)Yes (true)falsefalse0falseYes (true)
0
CfalsefalseYes (true)Yes (true)Yes (true)falsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE A, COLUMN F:FormAndLineReferenceDesc
ExplanationThis was a multi-purpose issue. The Series 2003A Bonds were issued (1) to current refund the 1993 Bonds issued for the benefit of Saint Louis University ("SLU") on 10/20/1993 (the "Series 1993 Bonds") (see Part II, Line 11, Column A) and (2) to provide funds for construction of SLU facilities (see Part II, Line 10, Column A). Part I, Line B, Column f: The Series 2008A Bonds were issued to current refund the 2005A Bonds issued for the benefit of SLU on 09/08/2005 (the "Series 2005 Bonds").ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
HUSCH BLACKWELL LLC
SEE PART V$189,432SEE PART Vfalse
EXPRESS SCRIPTS
SEE PART V$8,688,265SEE PART Vfalse
US BANK
SEE PART V$228,203SEE PART Vfalse
THE FLATS
SEE PART V$254,405SEE PART Vfalse
MCCARTHY BUILDING CONSTRUCTION
SEE PART V$584,275SEE PART Vfalse
NEWSPACE INC
SEE PART V$309,954SEE PART Vfalse
DRURY DEVELOPMENT CORPORATION
SEE PART V$102,603SEE PART Vfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceBUSINESS TRANSACTIONS involving INTERESTED PERSONSFormAndLineReferenceDesc
ExplanationSCHEDULE L, PART IV All transactions listed on Schedule L, Part IV were compliant with the conflict of interest policy. Any transactions requiring Board approval were approved by an independent Board. Joseph P. Conran, TRUSTEE, WAS A PARTNER OF HUSCH BLACKWELL, LLC. During the year, the university incurred FEES FOR LEGAL SERVICES PROVIDED BY HUSCH BLACKWELL, LLC in the amount of $189,432. John M. Cook, TRUSTEE, WAS A 35% Owner of THE APARTMENT COMPLEX CALLED "THE FLATS." DURING THE YEAR, THE UNIVERSITY MANAGED THE FLATS AND RECEIVED MANAGEMENT FEES In the amount of $254,405. GERALD E. DANIELS, TRUSTEE, WAS THE DIRECTOR OF MCCARTHY BUILDING CONSTRUCTION, WHICH PROVIDED CONSTRUCTION SERVICES TO THE UNIVERSITY IN THE AMOUNT OF $584,275. ROBERT N. FOX, TRUSTEE, WAS THE OWNER AND CEO OF NEWSPACE, INC., WHICH PROVIDED SERVICES TO THE UNIVERSITY IN THE AMOUNT OF $309,954. EDWARD IGNACZAK, TRUSTEE, held the position of SALES AND MARKETING EVP OF EXPRESS SCRIPTS, WHICH PROVIDED SERVICES TO THE UNIVERSITY IN THE AMOUNT OF $8,688,265. JOSEPH F. IMBS III, TRUSTEE, HELD THE POSITION OF PRESIDENT AND REGIONAL CHAIRMAN OF U.S. BANK. DURING THE YEAR, THE UNIVERSITY INCURRED BANK SERVICE FEES FOR VARIOUS UNIVERSITY BANK ACCOUNTS AT U.S. BANK IN THE AMOUNT OF $228,203. JACQUELINE DRURY POLLVOGT, TRUSTEE, WAS THE VP AND OWNER OF DRURY DISPLAYS, WHICH PROVIDED OUTDOOR ADVERTISING TO THE UNIVERSITY IN THE AMOUNT OF $102,603.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution19ContributionCnt
Noncash Contributions Rpt F990$5,783NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$10,531NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$10,216NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution99ContributionCnt
Noncash Contributions Rpt F990$1,927,545NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp

Real Estate Commercial RealEstateCommercialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Real Estate OtherRealEstateOtherGrp

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution22ContributionCnt
Noncash Contributions Rpt F990$2,563NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution59ContributionCnt
Noncash Contributions Rpt F990$13,666NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$1,486,404NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)GIFT CERTIFICATES255$67,640FMV
Yes (X)TICKETS72$17,756FMV
Yes (X)LODGING28$16,009FMV
Yes (X)CONSTRUCTION MATERIALS1$660FMV
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Program ServicesPart III, line 4d Expenses Grants Revenue Research $28,795,988 $140,773 $0 Other Program Services* $128,321,674 $211,877 $0 *Other program services are comprised of public service, student services, institutional support, and plant operation and maintenance.
REVIEW OF IRS 990PART VI, SECTION B, LINE 11B First the return is reviewed in the Business and Finance division by the Director of Accounting and Financial Reporting, the Assistant Vice President and Controller, and the VP & Chief Financial Officer. Then the return is sent to the Audit Committee for their review and made available for review by all Board members prior to submission to the IRS.
Conflict of Interest PolicyPart VI, Section B, Line 12c Annual Conflict of Interest statements from the Board of Directors are received through the Audit Committee, reporting any changes as they occur from time to time.
Compensation of President, Officers, and Key EmployeesPart VI, Section B, Question 15 Compensation for the university president, officers and key employees is established by a process that includes the review and approval by the compensation committee of the University Board of Trustees; the use of comparability data and contemporaneous documentation, and contemporaneous recordkeeping. The committee consists of the chair of the Board of Trustees, the chair of the finance committee, the chair of the human resources committee and the president of the university. The president does not participate in the setting/review of his compensation; hence, all decisions are made by independent persons without a conflict of interest with respect to the compensation arrangements at issue. Compensation reviewed included the president, all vice presidents (officers) and deans of the university schools/colleges and the top 100 other employees.
Financial Statements, Governing Documents, and Conflict of Interest PolicyPart VI, Section C, Line 19 The Organization does not make its governing documents (by-laws) available to the public. However, the Conflict of Interest Policy and the annual financial audit are available upon request.
reconciliation of change in net assetsForm 990, Part XI, Line 9 INCREASE IN PERMANENTLY RESTRICTED ASSETS 2,639,095 INCREASE IN TEMPORARILY RESTRICTED ASSETS 3,703,046 ------------- TOTAL 6,342,141

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Share Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtOwnershipOwnershipPct
Compton Properties
221 North Grand BoulevardSt LouisMO631032006431765509Real EstateMOST LOUIS UNIV-$767$735,164false$01.00000
West Locust Lofts Invest LLC
3545 Lindell BlvdSt LouisMO63103271658170Apartment RenMOSLU BLOCKER I-$111,219$5,944,032false$00.95000
West Locust Lofts Mast Tenant LLC
3545 Lindell BlvdSt LouisMO63103273007276Apartment RenMOSLU BLOCKER I-$50,033$876,833false$00.95000
West Locust Lofts Capital LLC
3545 Lindell BlvdSt LouisMO63103271964701Apartment RenMOSLU BLOCKER I$32,735$1,433,350false$00.95000
West Locust Lofts State Member LLC
3545 Lindell BlvdSt LouisMO63103273017741Apartment RenMOSLU BLOCKER I-$115$883,720false$00.95000
MOTO HOTEL INVESTORS LLC
3545 Lindell BlvdStLouisMO63103270781295HotelMOSLU BLOCKER I-$575,721$13,175,055false$00.95000
MOTO HOTEL MASTER TENET LLC
3545 Lindell BlvdStLouisMO63103275431531HotelMOSLU BLOCKER I$34,124$1,959,782false$00.95000
MOTO HOTEL SUBTENANT LLC
3545 Lindell BlvdStLouisMO63103275431979HotelMOSLU BLOCKER I$215,762$592,065false$00.95000
HOTEL IGNACIO INVESTORS LLC
3545 Lindell BlvdStLouisMO63103271963945HotelMOSLU BLOCKER I-$615$1,316,120false$00.95000
HOTEL IGNACIO STATE MEM LLC
3545 Lindell BlvdStLouisMO63103275430630HotelMOSLU Blocker I$1,995,793$2,184,523false$00.95000
WEST LOCUST LOFTS DEVELOPER
3545 LINDELL BLVDST LOUISMO63103APT RENTALMOSLU BLOCKER I-$255,440$922false$00.75000
MOTO HOTEL DEVELOPER LLC
3545 LINDELL BLVDST LOUISMO63103HOTELMOSLU BLOCKER I$135$885false$00.75000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
SLU Blocker I Inc
3545 Lindell BoulevardSt LouisMO63103271962565Real EstateMOSt Louis UnivC Corporation-$307,378$13,973,4391.00000
Saint Louis University in Spain SA
999999999EDUCATIONNAC Corporation$879,497$17,855,5601.00000AVENIDA DEL VALLE 34-28003madridSPSP
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SLU Blocker I IncBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeATransactionTypeTxt
Involved$357,129InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt