2014-05-13T09:21:10-07:00 2013-06-30 990 2012-07-01 470376583 CREIGHTON UNIVERSITY CREI 4022804093 2500 California Plaza Omaha NE 681780410 Jan Madsen 4022804093 2014-05-13 2012 2015-11-30 17:44:51Z Rev Timothy R Lannon SJ Creighton University 2500 California Plaza Omaha NE 68178 761369379 0 X www.creighton.edu X 1878 NE Creighton University, founded in 1878, is one of 28 Jesuit, Catholic universities in the U.S. Through its 9 colleges and schools and academic medical center, Creighton provides more than 4,000 undergraduate and more than 3,700 professional and graduate students an atmosphere that challenges them academically and professionally, and supports and inspires them individually. Community service is a hallmark of Creighton's Jesuit, Catholic tradition and foundational to its mission. Last year, students, faculty and staff volunteered more than 398,000 hours through service programs locally, nationally and internationally. During fiscal year 2013, Creighton Medical Associates (now known as Alegent Creighton Clinics) provided $2.8 million in health care to the uninsured or underinsured. 39 34 5738 835 663693 95044 59072757 132658579 423636110 420699828 24144950 33662492 220098 329994 507073915 587350893 68481183 122299360 0 0 273101922 255070742 0 0 3595050 138043782 139285439 479626887 516655541 27447028 70695352 889043581 983864838 330033991 326002830 559009590 657862008 X Creighton University is a Catholic and Jesuit comprehensive university committed to excellence in its selected undergraduate, graduate and professional programs. As Catholic, Creighton is dedicated to the pursuit of truth in all its forms and is guided by the living tradition of the Catholic Church. As Jesuit, Creighton participates in the tradition of the Society of Jesus which provides an integrating vision of the world that arises out of a knowledge and love of Jesus Christ. As comprehensive, Creighton's education embraces several colleges and professional schools and is directed to the intellectual, social, spiritual, physical and recreational aspects of students' lives and to the promotion of justice. Creighton exists for students and learning. Members of the Creighton community are challenged to reflect on trancendent values, including their relationship with God, in an atmosphere of freedom of inquiry, belief and religious worship. 0 1 236444983 122299360 262185373 Higher Education: Instruction - Creighton University, founded in 1878, is a private Catholic, Jesuit educational institution with more than 7,700 students of diverse faiths, races and ethnic backgrounds from across the United States and 40 countries. The University provides its more than 4,000 undergraduate and more than 3,700 professional and graduate students a balanced educational experience, a rigorous academic agenda and a broad range of disciplines. Creighton's distinctive approach to education instills not just information but ideals, imbues not just technical skills but critical and creative thinking, and inspires not just competence but professional distinction and faith-based leadership and service. In addition to the College of Arts and Sciences, the University's oldest and largest school or college, Creighton University includes the College of Business, the College of Nursing, the Graduate School, the Schools of Dentistry, Law, Medicine, Pharmacy and Health Professions, and University College. (7,736 students) 87355629 115288565 Higher Education: Health Care Services - Creighton University's four health sciences schools-dentistry, medicine, nursing, and pharmacy and health professions-educate healthcare professionals who are highly trained in healthcare delivery. In addition, Creighton University's School of Medicine's southwest campus at St. Joseph's Hospital and Medical Center in Phoenix offers two years of clinical training to 42 medical students after they have completed their first two years of medical school in Omaha. Creighton's health sciences schools provide healthcare education for more than 2,800 dental, medical, nursing, pharmacy and occupational and physical therapy students. (2,869 students) 52226855 31202425 Student Life Programs: Auxiliary Services - From its inception in 1878, Creighton University's mission has been to educate the whole student-including the intellectual, spiritual, cultural, social, and physical/recreational aspects of student development. Balancing the "living" and the "learning" needs of its students has been the central mission of the University. The Division of Student Life has evolved over the years, inspired by the University's Catholic, Jesuit tradition that enhances the individual's experience and fosters the pursuit of excellence for students engaged in their communities. Today, Student Life programs include Athletics (14 NCAA Division I athletic teams); Campus Recreation and intramurals; Center for Student Integrity; Greek life (fraternities and sororities); Dining Services; the student life function of the Encuentro Dominicano study abroad program; leadership programs; Lieben Center for Women; New Student Orientation; Office of Multicultural Affairs; Residence Life, (7 residence halls and 2 apartment complexes housing 2,500 students); Skutt Student and Harper Centers; Student Activities; Student Counseling Services; Student Health Services; student government (including 9 school governments); and 200+ student clubs/organizations. 24149324 11875405 Sponsored Research and Other Education and General 24149324 0 11875405 400176791 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 1 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 1 1 1 0 0 1 10983 0 1 5738 1 1 1 0 0 0 0 1 1 0 0 0 0 X 39 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jan D Madsen 4022804093 2500 California Plaza Omaha NE 681780410 Mr Mogens C Bay 1 X 0 0 0 Ms Mary E Walton Conti MD 1 X 0 0 0 Ms Mimi A Feller 1 X 0 0 0 Mr William A Fitzgerald 1 2 X 0 0 0 Mr Ronald B Gartlan 1 X 0 0 0 Mr W Gary Gates 1 X 0 0 0 Mr Bruce E Grewcock 1 X 0 0 0 Mr George F Haddix Ph D 1 X 0 0 0 Mr Howard L Hawks 1 X 0 0 0 Mr Frank L Hayes 1 X 0 0 0 Mr Scott C Heider 1 X 0 0 0 Mr Mark Denniston Huber 1 X 0 0 0 Ms Susan M Jacques GG FGA 1 X 0 0 0 Stephen Katsouros SJ 1 X 0 0 0 Ms Melissa C Kean PhD 1 X 0 0 0 Mr Richard T Kizer 1 1 X X 0 0 0 Rev Peter J Klink SJ 1 X 0 0 0 Mr Terry J Kroeger 1 X 0 0 0 Mr Bruce R Lauritzen 1 X 0 0 0 Rev William P Leahy SJ 1 X 0 0 0 Ms Deborah A MacDonald 1 X 0 0 0 Mr Floyd J Malveaux MD Ph D 1 X 0 0 0 Mr Michael R McCarthy 1 X 0 0 0 Ms Jane Miller 1 X 0 0 0 Mr Joseph H Moglia 1 X 0 0 0 Mr Chris J Murphy 1 X 0 0 0 Mr Daniel P Neary 1 X 0 0 0 Mr James O'Brien 1 X 0 0 0 Rev Roc O'Connor SJ 1 X 0 0 0 Mr Mark H Rauenhorst 1 X 0 0 0 Mr Robert A Reed 1 1 X 0 0 0 Mr Bruce C Rohde 1 1 X X 0 0 0 Rev Philip J Rossi SJ 1 X 0 0 0 Ms Constance M Ryan 1 X 0 0 0 Rev Gerard L Stockhausen SJ 1 X 0 0 0 Ms Gail Werner Robertson 1 X 0 0 0 Mr James R Young 1 X 0 0 0 Mr Patrick J Zenner 1 X 0 0 0 Rev Timothy R Lannon SJ 40 1 X X 0 0 0 Rev Andrew Alexander SJ 40 X 0 0 0 Patrick J Borchers JD 40 X 289855 0 26991 Daniel E Burkey 40 1 X 301396 0 29198 John C Cernech Ph D 40 X 199872 0 20801 Donald Frey MD 40 X 368048 0 25932 James Jansen JD 40 X 239157 0 14137 Jan D Madsen 40 X 207090 0 15122 John L Wilhelm 40 X 141188 0 48915 Brian A Young 40 X 211690 0 16462 Robert J Leuger Ph D 40 X 162865 0 22861 Rowen K Zetterman MD 40 X 363748 0 15061 Christopher J Huerter MD 40 X 649424 0 58102 Harold A Kaftan MD 40 X 596648 0 17244 Thomas Lanspa MD 40 X 560120 0 44854 Gregory McDermott 40 X 958326 0 26932 Terence L Zach MD 40 X 766232 0 29137 Greg D Jahn JD 20 X 111109 0 3253 6126768 0 415002 432 1 1 0 Allscripts LLC 24630 Network Place Chicago IL 60673 Technology consulting 1252382 Proskauer Rose LLP Eleven Times Square New York NY 10036 Legal Consultation 602510 Assoc of Regional and University Pathologists Inc PO Box 27964 Salt Lake City UT 84127 Pathology services 533435 Univ of NE Medical Center Physicians PO Box 30011 Omaha NE 68103 Medical Services 332397 Twin Creek LP 3906 Raynor Pkwy Bellevue NE 68123 Rental of Real Property 325903 15 0 0 311546 66685077 18921693 46740263 6644808 132658579 Tuition and fees 900099 262185373 262185373 0 0 Healthcare services 900099 115288565 115288565 0 0 Auxiliary services 900099 31348508 31202425 146083 0 Other education and general 900099 11877382 11875405 1977 0 0 0 0 0 420699828 20228448 0 515633 19712815 0 0 0 0 234794 0 0 234794 0 0 0 0 0 0 0 0 0 0 187251981 0 173817937 0 13434044 0 13434044 0 0 13434044 295749 311546 200549 95200 0 95200 0 0 0 0 0 0 0 0 0 0 0 0 0 587350893 420551768 663693 33476853 50000000 50000000 72299360 72299360 0 0 0 0 2336304 0 2336304 0 0 0 0 0 206017458 147105709 56977641 1934108 8343909 5891118 2369531 83260 26407883 18644973 7236024 526886 11965188 8447880 3397913 119395 0 0 0 0 494968 60989 433879 100 239422 1003 238419 0 106037 0 106037 0 0 0 3015341 24000 2991341 0 33017997 25526210 7196398 295389 3106904 759250 2347654 0 19630368 15994725 3347606 288037 5410620 662400 4747464 756 0 0 0 0 13257829 12760163 497133 533 5570501 3731510 1649968 189023 0 0 0 0 2414120 1119004 1288788 6328 7713115 5849627 1863488 0 0 0 0 0 22216189 15473887 6742302 0 4927371 3249231 1678140 0 18164657 12575752 5437670 151235 516655541 400176791 112883700 3595050 6057835 4138724 25003008 67311846 14121421 12657230 25325363 28059657 0 0 0 0 36719467 35617581 1562048 598449 3108945 3342912 691158360 304904656 381886824 386253704 285641647 314802350 100908721 121150238 0 0 0 0 8708302 9932147 889043581 983864838 42864436 66434541 0 0 13866692 15792959 169372031 163477778 0 0 0 0 3075173 0 0 0 100855659 80297552 330033991 326002830 X 223441105 284717593 148128407 175128146 187440078 198016269 559009590 657862008 889043581 983864838 X 70695352 28112066 0 0 0 45000 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 106037 106037 516549504 516655541 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 242349 171437 99888 106037 619711 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 299864347 10501394 39134251 4721082 4694773 3856043 336228094 300441680 6683564 2146171 4149707 2675438 2581923 299864347 253019312 6096561 49774190 4103560 2088137 2256686 300441680 225445081 2932260 35764614 4516142 4658313 1948188 253019312 295686890 5318858 -59284707 4972614 9700269 1603077 225445081 0.31 0.55 0.14 1 0 0 54557052 54557052 0 453468201 191409578 262058623 0 11453484 9825796 1627688 0 87467924 64837846 22630078 0 84211699 38831436 45380263 386253704 Private equity investments 119828980 F TIF Loan 1295121 F Estate deed of Trust 26137 F 121150238 0 Refundable student loans 30001648 Other liabilities 23667475 Interest rate swaps 22920574 Reserves 3707855 80297552 X SchD_P05_S00_L04 Schedule D, Part V, Line 4 The University's intended usage for the endowment fund earnings are primarily for scholarships, operations and academic support. SchD_P10_S00_L02 Schedule D, Part X, Line 2 As of June 30, 2013, the University had no liability for unrecognized tax benefits. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 Creighton University's nondiscrimination policy is stated in all publications from Admissions and in all brochures issued by the Registrar. Nondiscrimination policy: Creighton admits qualified students and hires qualified employees without regard to race, color, age, national or ethnic origin, disability, sex, marital status or religion. Its education and employment policies, scholarship and loan programs, and other programs and activities are administered without unlawful discrimination. The University is taking affirmative action to employ and advance in employment qualified disabled veterans and veterans of the Vietnam era. The University affirmative action director has been delegated the responsibility for coordination of the University's equal rights efforts. It is also the policy of the University to make all programs and services available to all individuals with disabilities. SchE_P01_S00_L06 Schedule E, Part I, Line 6 Creighton University received federal funds in the form of research grants, scholarship funds and contract payments. The University receives no governmental apportionments designed to supplement operating revenues. Europe (including Iceland and Greenland) 0 0 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty members. 171006 South America 0 0 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty members. 41430 East Asia and the Pacific 0 0 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty member. 181899 Sub-Saharan Africa 0 0 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty member. 8557 South Asia 0 0 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty members. 4581 Central America and the Caribbean 0 1 Program Services Group based trips led by faculty members in which students travel together while taking courses taught by the faculty member. 219731 Europe (including Iceland and Greenland) 0 0 Investments 4818000 Central America and the Caribbean 0 0 Investments 28912000 Europe (including Iceland and Greenland) 0 0 Investments 433000 Central America and the Caribbean 0 0 Investments 1034000 Central America and the Caribbean 0 0 Investments 464000 0 1 36288204 1 0 0 0 1 0 BlueJay Jamboree 454010 211526 242484 8000 15244 39694 15928 32116 21627 BlueJay Bash 127280 81300 45980 0 21188 10588 267 26655 191 2 26005 18720 7285 0 1354 3170 2937 0 1590 607295 311546 295749 8000 37786 53452 19132 58771 23408 200549 95200 1 Alegent Creighton Health The McAuley Center 12809 W Dodge Road Omaha NE 68154 470757164 501(c)(3) 50000000 Contribution to Alegent Creighton Health Strategic Affiliation Transition Fund 1 0 Undergraduate scholarships 3335 55104093 Graduate/Professional scholarships 1247 9373962 Undergraduate remissions 297 5265909 Graduate/Professional remissions 324 2555396 SchI_P01_S00_L02 Schedule I, Part I, Line 2 The grants and/or financial assistance provided to students is posted directly to the student's account, ensuring that the funds are used as intended. X X 0 0 X X X 1 0 0 0 0 0 0 1 0 Patrick J Borchers JD 273679 0 0 0 16176 0 15000 0 11991 0 316846 0 0 0 Daniel E Burkey 292461 0 0 0 8935 0 15000 0 14198 0 330594 0 0 0 John C Cernech Ph D 190937 0 0 0 8935 0 12264 0 8537 0 220673 0 0 0 Donald Frey MD 359113 0 0 0 8935 0 15000 0 10932 0 393980 0 0 0 James Jansen JD 239157 0 0 0 0 0 0 0 14137 0 253294 0 0 0 Robert J Leuger Ph D 162865 0 0 0 0 0 10054 0 12808 0 185727 0 0 0 Jan D Madsen 188655 0 0 0 18435 0 2127 0 12995 0 222212 0 0 0 John L Wilhelm 132253 0 0 0 8935 0 8350 0 40565 0 190103 0 0 0 Brian A Young 202755 0 0 0 8935 0 12299 0 4163 0 228152 0 0 0 Rowen K Zetterman MD 363748 0 0 0 0 0 15000 0 61 0 378809 0 0 0 Gregory McDermott 898983 0 20000 0 39343 0 15000 0 11932 0 985258 0 0 0 Terence L Zach MD 766232 0 0 0 0 0 15000 0 14137 0 795369 0 0 0 Christopher J Huerter MD 634424 0 0 0 15000 0 15000 0 43102 0 707526 0 0 0 Harold A Kaftan MD 596648 0 0 0 0 0 5312 0 11932 0 613892 0 0 0 Thomas Lanspa MD 545120 0 0 0 15000 0 15000 0 29854 0 604974 0 0 0 Greg D Jahn JD 53789 0 0 0 57320 0 3228 0 25 0 114362 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The University President is provided housing on campus, which is required of his position. Club membership dues are paid for some of the employees listed on Schedule J and are included in Box 5 W-2 wages. SchJ_P01_S00_L01b Schedule J, Part I, Line 1b As stated relating to Line 1a, the University President is the only employee provided a residence, therefore there is no specific policy. The club dues that are provided are specific to the related employee's employment contract instead of an overall University policy. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Box 5 of the 2012 W-2 for Greg Jahn includes a severance payment of $54,000. SchJ_P01_S00_L07 Schedule J, Part I, Line 7 During the calendar year ended December 31, 2012, the University paid a $20,000 bonus to the Head Basketball Coach, who is included as one of the 5 highest paid University employees. This payment was not based upon the net earnings or revenues of the University, the Athletics department or the men's basketball program. A The County of Douglas Nebraska 476006455 259226AV0 2005-02-16 20601028 Residence Hall 0 0 0 B Nebraska Educational Finance Authority 521293953 63966PSJ4 2008-07-30 104690000 Refund prior issues (3/19/03)(4/08/05)(12/20/05) 0 0 0 C The County of Douglas Nebraska 476006455 2009-11-25 7076000 Buildings and equipment 0 0 0 D The County of Douglas Nebraska 476006455 259226BH0 2010-12-15 33446533 Refund prior issues (3/15/99)(9/20/07) & Acq and construction 0 0 0 A 5305000 0 21295018 0 1280490 0 173500 228757 0 19612272 0 0 2007 0 0 1 1 B 2000000 0 104799909 0 0 0 442827 637353 0 0 103719729 0 2009 1 0 1 1 C 3996182 0 5500000 0 0 0 7672 0 0 5492328 0 0 2010 0 0 1 1 D 1265000 0 33473418 2514358 0 0 263789 0 0 8131871 22563399 0 2012 1 0 1 1 A 0 1 1 1 0 0.026 0 0.026 0 0 0 B 0 1 1 1 0 0.026 0 0.026 0 0 0 C 0 0 0 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 B 0 0 1 1 1 0 0 0 0 C 0 1 0 0 1 0 0 0 0 D 0 1 1 0 0 0 0 0 0 A 0 B 0 C 0 D 0 SchK_P01_S00_L00e Schedule K, Part I, Column e The total proceeds do not agree to the issue price in part I column (e) due to investment earnings. SchK_P02_S00_L03 Schedule K, Part II, Line 3 Column C - The total proceeds do not agree to the issue price in Part I , Item C Column (e) as this debt was issued on a draw-down basis and the total principal drawn was less than the amount available. The remaining principal will not be drawn. SchK_P04_S00_L02c Schedule K, Part IV, Line 2c (a) Issuer Name: Nebraska Educational Finance Authority - Date the rebate computation was performed: 10/01/2009. (a) Issuer Name: The County of Douglas Nebraska - Date the rebate computation was performed: 01/31/2007. Note regarding the 01/31/2007 and 10/01/2009 rebate computations: since the proceeds have been spent and the debt service fund was operated on a bona fide basis, no further rebate calculations are necessary. SchK_P05_S00_L00 Schedule K, Part V We are in the process of adopting written procedures, including VCAP. Officer Child of officer 31856 Employee tuition remission Employee benefit Bruce Grewcock Officer of Kiewit Construction Co and Creighton trustee 2812458 Construction Services 0 W Gary Gates Officer of OPPD and Creighton trustee 2302198 Utilities Services 0 Daniel P Neary Officer of Mutual of Omaha and Creighton trustee 1787363 Various life and disability insurance coverages 0 Terry J Kroeger Officer of Omaha World Herald and Creighton trustee 115957 Primarily advertising 0 Bruce Lauritzen Officer of First National Bank and Creighton trustee 112092 Fees for banking transactions 0 X 19 261000 Appraisal X 90 6012186 Market price X 1 350900 Appraisal X Miscellaneous small items and supplies 70 20722 Various 4 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b Third party brokers are used to sell securities which are received as contributions upon the receipt of the securities. Third party brokers are also used to sell real property and artwork received as contributions. F990_P03_S00_L03 Form 990, Part III, Line 3 In July, 2012, the University entered into strategic affiliation and practice group integration agreements with Alegent Health (Alegent). Pursuant to these agreements, the University transferred essentially all of the assets and liabilities of the University's healthcare practice, Creighton Medical Associates (CMA) to Alegent. Beginning September 1, 2012, substantially all of CMA's patient service revenues, deductions and related expenses became Alegent operations. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Form 990 is completed and reviewed by management. Upon completion, the Audit and Compliance Committee of the Board of Trustees reviews the Form 990 and 990-T. Prior to filing, all members of the Board of Trustees are provided access to the Form 990 via e-mail communication, stating that the Audit and Compliance Committee has completed its review. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c All University senior officers and members of the Board of Trustees are required annually to submit a statement disclosing any conflicts of interest to the Office of the University President. Any potential conflicts disclosed are reviewed by the Governance and Leadership Committee of the Board of Trustees.The Governance and Leadership Committee determines what further action should be taken to prevent or mitigate the potential conflict of interest. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Review of total compensation for all officers, key employees (in Creighton's case, key employees represent the Deans of the two largest schools in the University) and ten highest-compensated employees is conducted annually. The process involves 1) collection of market comparison data which is reviewed and approved by the independent Executive Compensation Committee; 2) a review of the market compensation data, together with performance evaluation ratings, by the President; 3) a review of the compensation and performance information by the Senior Vice President for Operations with a member of the Board of Trustees Executive Committee. The information is subsequently reviewed and approved by the full Executive Committee of the Board of Trustees. The process is documented in the minutes from the related meetings. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The University conflict of interest policies and financial statements are located on the University web site and are also available upon request. F990_P11_S00_L09 Form 990, Part XI, Line 9 Other changes in net assets consists of Jesuit contributions of $45,000. Health Future Foundation 2500 California Plaza Omaha NE 68178 470675662 Healthcare education; research; local indigent care NE 501(c)3 11 Type 1 Creighton University 1 Creighton Healthcare Inc 2500 California Plaza Omaha NE 68178 470783711 Minority interest in teaching hospital NE 501(c)3 11 Type 1 Creighton University 1 Creighton Univ-Boys Town Healthcare Fdn 511 N 20th Street Omaha NE 68178 470841669 Receive grants and disburse to its members NE 501(c)3 11 Type 2 N/A 0 Creighton Soccer Stadium Inc 2500 California Plaza Omaha NE 68178 470151500 Rental of real estate NE Creighton University C 0 651836 1 1 Charitable remainder trusts (34) Creighton University 2500 California Plaza Omaha NE 68178 Trust NE Creighton University T 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 Health Future Foundation c 51206299 FMV Creighton Healthcare Inc c 14277000 FMV