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CATHOLIC UNIVERSITY OF AMERICA: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CATHOLIC UNIVERSITY OF AMERICA (EIN 53-0196583)
Tax period
2013-05-01 to 2014-04-30
Filed
2014-12-10
IRS object ID
201413449349300111
Schema version
2013v3.1
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)
Return2014-12-10T11:00:04-06:00ReturnTs
Tax Period End2014-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSE COOPERS LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 13TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20005ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530196583EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CATHOLIC UNIVERSITY OF AMERICABusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCATHBusinessNameControlTxt
Phone2023195606PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 Michigan Ave NEAddressLine1
Address Line2Accounting and Financial ReportingAddressLine2
CityWashingtonCity
StateDCState
ZIP Code200640001ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHY R WOODPersonNm
Person TitleVP FOR FINANCE AND TREASURERPersonTitleTxt
Signature2014-12-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTravis L PattonPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Principal Ofcr Business Address PrincipalOfcrBusinessAddress

FieldValueIRS element (for citing)
Business Name Line1CATHY R WOODBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 Michigan AveAddressLine1
CityWashingtonCity
StateDCState
ZIP Code20064ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$423,815,095GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CUA.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1887FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE CATHOLIC UNIVERSITY OF AMERICA IS THE NATIONAL UNIVERSITY OF THE CATHOLIC CHURCH IN THE UNITED STATES. IT WAS FOUNDED AND SPONSORED BY THE BISHOPS OF THE COUNTRY WITH THE APPROVAL OF THE HOLY SEE. THE CATHOLIC UNIVERSITY OF AMERICA IS COMMITTED TO BEING A COMPREHENSIVE CATHOLIC AND AMERICAN INDEPENDENT INSTITUTION OF HIGHER EDUCATION LOCATED IN WASHINGTON DC, OFFERING PROGRAMS OF STUDY LEADING TO BACHELORS', MASTERS', DOCTORATE AND PROFESSIONAL DEGREES IN THE LIBERAL ARTS AND SCIENCES, RELIGIOUS STUDIES AND SEVERAL PROFESSIONAL AREAS INCLUDING ENGINEERING, ARCHITECTURE, SOCIAL SERVICE, NURSING, MUSIC AND LAW. THE CURRENT ENROLLMENT OF THE UNIVERSITY IS APPROXIMATELY 6,725 , OF WHICH 3,713 ARE UNDERGRADUATE.ActivityOrMissionDesc
Voting Members Governing Body42VotingMembersGoverningBodyCnt
Voting Members Independent41VotingMembersIndependentCnt
Total Employee4457TotalEmployeeCnt
Total Volunteers3047TotalVolunteersCnt
Total Gross UBI$436,788TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$14,725,209PYContributionsGrantsAmt
CY Contributions Grants$22,249,386CYContributionsGrantsAmt
PY Program Service Revenue$268,749,984PYProgramServiceRevenueAmt
CY Program Service Revenue$274,948,446CYProgramServiceRevenueAmt
PY Investment Income$7,782,706PYInvestmentIncomeAmt
CY Investment Income$20,776,522CYInvestmentIncomeAmt
PY Other Revenue$1,559,265PYOtherRevenueAmt
CY Other Revenue$1,967,065CYOtherRevenueAmt
PY Total Revenue$292,817,164PYTotalRevenueAmt
CY Total Revenue$319,941,419CYTotalRevenueAmt
PY Grants And Similar Paid$74,647,465PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$80,259,783CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$136,094,801PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$134,777,587CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$207,597PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$14,134CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,462,655CYTotalFundraisingExpenseAmt
PY Other Expenses$80,286,081PYOtherExpensesAmt
CY Other Expenses$83,235,378CYOtherExpensesAmt
PY Total Expenses$291,235,944PYTotalExpensesAmt
CY Total Expenses$298,286,882CYTotalExpensesAmt
PY Revenues Less Expenses$1,581,220PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$21,654,537CYRevenuesLessExpensesAmt
Total Assets BOY$549,928,280TotalAssetsBOYAmt
Total Assets EOY$579,517,516TotalAssetsEOYAmt
Total Liabilities BOY$148,898,738TotalLiabilitiesBOYAmt
Total Liabilities EOY$154,079,666TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$401,029,542NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$425,437,850NetAssetsOrFundBalancesEOYAmt
MissionTHE CATHOLIC UNIVERSITY OF AMERICA IS THE NATIONAL UNIVERSITY OF THE CATHOLIC CHURCH IN THE UNITED STATES. IT WAS FOUNDED AND SPONSORED BY THE BISHOPS OF THE COUNTRY WITH THE APPROVAL OF THE HOLY SEE. THE CATHOLIC UNIVERSITY OF AMERICA IS COMMITTED TO BEING A COMPREHENSIVE CATHOLIC AND AMERICAN INDEPENDENT INSTITUTION OF HIGHER EDUCATION LOCATED IN WASHINGTON DC, OFFERING PROGRAMS OF STUDY LEADING TO BACHELORS', MASTERS', DOCTORATE AND PROFESSIONAL DEGREES IN THE LIBERAL ARTS AND SCIENCES, RELIGIOUS STUDIES AND SEVERAL PROFESSIONAL AREAS INCLUDING ENGINEERING, ARCHITECTURE, SOCIAL SERVICE, NURSING, MUSIC AND LAW. THE CURRENT ENROLLMENT OF THE UNIVERSITY IS APPROXIMATELY 6,725, OF WHICH 3,713 ARE UNDERGRADUATE. THE UNIVERSITY ALSO RECEIVED SPONSORED RESEARCH AWARDS SPANNING ALL DISCIPLINES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$100,013,236ExpenseAmt
Grant$0GrantAmt
Revenue$214,800,609RevenueAmt
DescINSTRUCTION AND DEPARTMENTAL RESEARCH: THE CATHOLIC UNIVERSITY OF AMERICA IS AN INDEPENDENT CATHOLIC INSTITUTION OF HIGHER EDUCATION LOCATED IN WASHINGTON DC, OFFERING PROGRAMS OF STUDY LEADING TO BACHELORS', MASTERS', DOCTORATE AND PROFESSIONAL DEGREES IN THE LIBERAL ARTS AND SCIENCES, RELIGIOUS STUDIES AND SEVERAL PROFESSIONAL AREAS INCLUDING ENGINEERING, ARCHITECTURE, SOCIAL SERVICE, NURSING, MUSIC AND LAW. THE CURRENT ENROLLMENT OF THE UNIVERSITY IS APPROXIMATELY 6,725, OF WHICH 3,713 ARE UNDERGRADUATE AND 3,012 ARE GRADUATE STUDENTS (FALL 2013). THE UNIVERSITY OFFERS 66 DOCTORAL PROGRAMS, 103 MASTERS PROGRAMS AND 72 BACHELORS PROGRAMS. THE FACULTY CONSISTS OF 400 FULL-TIME AND 425 PART-TIME MEMBERS. OF THE FULL-TIME FACULTY 96% HOLD DOCTORAL OR PROFESSIONAL DEGREES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$80,259,783ExpenseAmt
Grant$80,259,783GrantAmt
Revenue$0RevenueAmt
DescSCHOLARSHIP PROGRAMS: FINANCIAL AID TO STUDENTS INCLUDES SCHOLARSHIPS, REMITTED TUITION AND STIPENDS FOR BOTH UNDERGRADUATE AND GRADUATE STUDY. 7,622 SCHOLARSHIPS WERE AWARDED DURING FISCAL YEAR 2014.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$57,391,973ExpenseAmt
Grant$0GrantAmt
Revenue$27,279,545RevenueAmt
DescOTHER PROGRAM SERVICES - SPONSORED RESEARCH: THE UNIVERSITY RECEIVED 218 SPONSORED RESEARCH AWARDS SPANNING ALL DISCIPLINES. LIBRARY PROGRAMS: THERE ARE 1.4 MILLION VOLUMES IN THE GENERAL LIBRARY SYSTEM AND IN THE LAW LIBRARY. CUA PRESS PUBLISHES ABOUT 35-40 BOOKS EACH YEAR IN THEOLOGY, PHILOSOPHY, LITERATURE, HISTORY AND POLITICAL THEORY. STUDENT SERVICES PROGRAM: A NUMBER OF OFFICES EXIST TO PROVIDE SERVICES TO STUDENTS, BOTH FOR ACADEMIC AND PERSONAL NEEDS. THESE OFFICES INCLUDE, AMONG OTHERS, THE ADMINISTRATION OFFICE, ENROLLMENT SERVICES, CAREER SERVICES, STUDENT ACTIVITIES, AND CAMPUS MINISTRY. INTERNATIONAL STUDY IS AVAILABLE IN AFRICA, ASIA, AUSTRALIA, CENTRAL AND SOUTH AMERICA, AND EUROPE. CAMPUS MINISTRY PROVIDES MANY OPPORTUNITIES FOR COMMUNITY SERVICE IN THE WASHINGTON D.C. AREA AND IN OTHER PARTS OF THE UNITED STATES AND ABROAD.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$27,385,148ExpenseAmt
Grant$0GrantAmt
Revenue$33,114,038RevenueAmt
DescAUXILIARY SERVICES: UNIVERSITY DORMITORIES CONSIST OF 18 RESIDENCE HALLS WHICH PROVIDE LIVING QUARTERS FOR 2,151 STUDENTS. OCCUPANCY RATE AS OF FALL 2013 WAS 98.1%. THE UNIVERSITY ALSO PROVIDES RECREATIONAL FACILITIES, DINING SERVICES, PARKING, AND OTHER SELF-SUPPORTING FACULTY, STAFF AND STUDENT SERVICES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$27,385,148TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$33,114,038TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$265,050,140TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
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 StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
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 MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
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
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document9536IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4457EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryITForeignCountryCd
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 OffalseForm8282PropertyDisposedOfInd
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 Members42GoverningBodyVotingMembersCnt
Independent Voting Member41IndependentVotingMemberCnt
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 VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Cathy R WoodBusinessNameLine1
FieldValueIRS element (for citing)
Phone2023195606PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1260 Leahy Hall 620 Michigan AveAddressLine1
CityWashingtonCity
StateDCState
ZIP Code20064ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JOHN H GARVEY
PRESIDENT40.00Yes (X)Yes (X)$554,390$0$41,050
ANNE E O'DONNELL M D
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
ANTHONY A WILLIAMS ESQ
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
ANTHONY R TERSIGNI
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
ARCHBISHOP ALLEN H VIGNERON
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
ARCHBISHOP JEROME E LISTECKI
BOARD OF TRUSTEE AS OF JULY 31, 20122.00Yes (X)$0$0$0
ARCHBISHOP JOHN C NIENSTEDT
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
ARCHBISHOP JOSEPH E KURTZ
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
ARCHBISHOP ROBERT J CARLSON
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
ARCHBISHOP SALVATORE J CORDILEONE
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
ARCHBISHOP THOMAS G WENSKI
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
ARCHBISHOP WILTON D GREGORY
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
BISHOP GREGORY J MANSOUR
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
BISHOP JOSEPH A PEPE
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
BISHOP KEVIN J FARRELL
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
BISHOP MICHAEL F BURBRIDGE
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
BISHOP NICHOLAS A DIMARZIO
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
BISHOP PAUL S LOVERDE
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
BISHOP ROBERT J MCMANUS
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
BISHOP THOMAS J OLMSTED
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
BISHOP THOMAS J TOBIN
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
CARDINAL DANIEL N DINARDO
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
CARDINAL DONALD W WUERL
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
CARDINAL FRANCIS E GEORGE OMI
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
CARDINAL SEAN P O'MALLEY OFM CAP
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
CARDINAL TIMOTHY M DOLAN
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
CARL A ANDERSON
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
CATHARINE MURRAY RYAN
BOARD OF TRUSTEE AS OF JULY 31, 20122.00Yes (X)$0$0$0
JAMES MOYE
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
JOSEPH L CARLINI
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
LEE ANN JOINER BRADY
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
LEO A DALY III
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
MARK A MURRAY
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
MARK H TUOHEY III ESQ
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
MONSIGNOR PETER J VAGHI
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
MONSIGNOR WALTER R ROSSI
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
ROBERT F COMSTOCK ESQ
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
SISTER JANET EISNER SND
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
STEPHEN J KANEB
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
TIMOTHY C SCHEVE
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
TIMOTHY R BUSCH ESQ
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
VICTOR P SMITH ESQ
BOARD OF TRUSTEE2.00Yes (X)$0$0$0
CATHY R WOOD
VICE PRESIDENT FOR FINANCE & TREASURER40.00Yes (X)$308,109$0$28,255
FRANK G PERSICO
VICE PRESIDENT UNIVERSITY RELATIONS & CHIEF OF STAFF40.00Yes (X)$250,312$0$27,346
JAMES F BRENNAN
PROVOST40.00Yes (X)$316,467$0$32,189
JOHN HANNAN
VP INST ADVANCEMENT40.00Yes (X)$245,261$0$32,397
MICHAEL S ALLEN
VP OF STUDENT AFFAIRS40.00Yes (X)$159,237$0$29,800
W MICHAEL HENDRICKS
VICE PRESIDENT FOR ENROLLMENT MANAGEMENT40.00Yes (X)$256,700$0$37,794
DANIEL ATTRIDGE
DEAN AND PROFESSOR OF LAW40.00$292,733$0$28,663Yes (X)
GEORGE E GARVEY
LAW SCHOOL ORDINARY PROFESSOR40.00$228,126$0$24,550Yes (X)
LAWRENCE R POOS
DEAN, SCHOOL OF ARTS AND SCIENCES40.00$175,758$0$19,152Yes (X)
ANDREW E ABELA
DEAN OF BUS/ECON & ORD PROF40.00$223,051$0$36,896Yes (X)
CHARLES C NGUYEN
DEAN SCHOOL OF ENGINEERING40.00$245,131$0$30,841Yes (X)
IAN L PEGG
PHYSICS - DIR VSL & PROFESSOR40.00$404,042$0$32,909Yes (X)
LAWRENCE J MORRIS
GENERAL COUNSEL40.00$212,449$0$23,133Yes (X)
SUSAN D PERVI
VP STUDENT LIFE ENDED AUGUST 28, 201240.00$211,232$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,082,998TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$424,975TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K168IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
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
MARK G ANDERSON CONSULTANTS
730 11TH STREET NWWASHINGTONDC20001CONSTRUCTION MANAGEMENT$685,655
DELTAK EDU LLC
1415 WEST 22ND STREETOAK BROOKIL60523ONLINE COURSE MANAGEMENT$455,725
IRON BOW TECHNOLOGIES LLC
4800 WESTFIELDS BLVD SUITE 300CHANTILLYVA20151IT CONSULTING$316,729
PRICEWATERHOUSE COOPERS LLP
495 POST ROAD EASTWESTPORTCT06880AUDIT SERVICES$308,394
AVCC CONSTRUCTION CONTRACTORS LLC
380 MAPLE AVENUE-WEST SUITE L-4VIENNAVA22180CONSTRUCTION MANAGEMENT$294,199
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K16CntrctRcvdGreaterThan100KCnt
Federated Campaigns$8,510FederatedCampaignsAmt
Fundraising$1,008,707FundraisingAmt
All Other Contributions$21,232,169AllOtherContributionsAmt
Noncash Contributions$1,654,124NoncashContributionsAmt
Total Contributions$22,249,386TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611600$214,800,609$214,800,609
FEDERAL AND PRIVATE GRANTS541700$24,123,232$24,123,232
HOUSING721310$19,567,257$19,567,257
FOOD SERVICE722210$12,612,332$12,612,332
BOOKSTORE451211$316,881$316,881

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,528,135TotalRevenueColumnAmt
Related Or Exempt Func Income$3,156,313RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$371,822UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$274,948,446TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,330,609TotalRevenueColumnAmt
Unrelated Business Revenue-$34,353UnrelatedBusinessRevenueAmt
Exclusion$2,364,962ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,486TotalRevenueColumnAmt
Exclusion$1,486ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$669,167TotalRevenueColumnAmt
Exclusion$669,167ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$149,105RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$149,105RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$149,105TotalRevenueColumnAmt
Unrelated Business Revenue$99,319UnrelatedBusinessRevenueAmt
Exclusion$49,786ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$121,712,444SecuritiesAmt
Other$32,951OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$103,300,968SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$18,411,476SecuritiesAmt
Other$32,951OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,444,427TotalRevenueColumnAmt
Exclusion$18,444,427ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$197,849FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,008,597ContriRptFundraisingEventAmt
Fundraising Direct Expenses$321,254FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$123,405TotalRevenueColumnAmt
Exclusion-$123,405ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$906,084GrossSalesOfInventoryAmt
Cost Of Goods Sold$251,453CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$654,631TotalRevenueColumnAmt
Exclusion$654,631ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NONACADEMIC REGISTRATION FEES900099$43,041$43,041
INTEREST INCOME - STUDENTS900099$574,526$574,526
$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$617,567OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$319,941,419TotalRevenueColumnAmt
Related Or Exempt Func Income$275,194,192RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$436,788UnrelatedBusinessRevenueAmt
Exclusion$22,061,054ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$80,259,783TotalAmt
Program Services$80,259,783ProgramServicesAmt

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$2,770,199TotalAmt
Program Services$1,095,661ProgramServicesAmt
Management And General$1,674,538ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$105,313,182TotalAmt
Program Services$93,277,204ProgramServicesAmt
Management And General$9,582,573ManagementAndGeneralAmt
Fundraising$2,453,405FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,454,365TotalAmt
Program Services$6,363,202ProgramServicesAmt
Management And General$953,691ManagementAndGeneralAmt
Fundraising$137,472FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,447,677TotalAmt
Program Services$9,663,039ProgramServicesAmt
Management And General$2,590,247ManagementAndGeneralAmt
Fundraising$194,391FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,792,164TotalAmt
Program Services$5,823,264ProgramServicesAmt
Management And General$812,505ManagementAndGeneralAmt
Fundraising$156,394FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$11,978,248TotalAmt
Program Services$11,964,478ProgramServicesAmt
Management And General$13,770ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$951,549TotalAmt
Program Services$286,710ProgramServicesAmt
Management And General$664,838ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$473,648TotalAmt
Program Services-$6,630ProgramServicesAmt
Management And General$480,278ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$14,134TotalAmt
Fundraising$14,134FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$927,193TotalAmt
Program Services$0ProgramServicesAmt
Management And General$927,193ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,183,635TotalAmt
Program Services$4,022,758ProgramServicesAmt
Management And General$1,668,478ManagementAndGeneralAmt
Fundraising$492,399FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$451,707TotalAmt
Program Services$346,080ProgramServicesAmt
Management And General$102,926ManagementAndGeneralAmt
Fundraising$2,702FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,059,354TotalAmt
Program Services$11,692,074ProgramServicesAmt
Management And General$886,650ManagementAndGeneralAmt
Fundraising$480,630FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,156,971TotalAmt
Program Services$1,606,026ProgramServicesAmt
Management And General$514,572ManagementAndGeneralAmt
Fundraising$36,372FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$933,759TotalAmt
Program Services$512,597ProgramServicesAmt
Management And General$421,162ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$20,733,696TotalAmt
Program Services$16,118,616ProgramServicesAmt
Management And General$4,612,017ManagementAndGeneralAmt
Fundraising$3,063FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,368,641TotalAmt
Program Services$3,030,962ProgramServicesAmt
Management And General$167,396ManagementAndGeneralAmt
Fundraising$170,283FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$461,149TotalAmt
Program Services$369,308ProgramServicesAmt
Management And General$73,525ManagementAndGeneralAmt
Fundraising$18,316FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,921,537TotalAmt
Program Services$10,921,537ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,125,448TotalAmt
Program Services$146,945ProgramServicesAmt
Management And General$978,503ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
HONORARIA/RA/EDITORIAL/FREELANCE SERVICES$3,377,897$3,363,176$14,721$0
ENTERTAINMENT/CATERING/GUEST MEALS$2,652,425$2,109,354$262,642$280,429
MEMBERSHIPS$998,265$792,981$182,695$22,589
DOUBTFUL ACCOUNT EXPENSES$833,284$0$833,284$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,646,972TotalAmt
Program Services$1,291,015ProgramServicesAmt
Management And General$355,882ManagementAndGeneralAmt
Fundraising$75FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$298,286,882TotalAmt
Program Services$265,050,140ProgramServicesAmt
Management And General$28,774,087ManagementAndGeneralAmt
Fundraising$4,462,655FundraisingAmt

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$39,806,077BOYAmt
EOY$40,410,248EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,453,848BOYAmt
EOY$13,849,930EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,911,632BOYAmt
EOY$5,505,962EOYAmt

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$7,005,318BOYAmt
EOY$6,955,696EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$640,706BOYAmt
EOY$632,827EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,823,889BOYAmt
EOY$5,285,184EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$386,462,421LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$204,335,573LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$180,569,312BOYAmt
EOY$182,126,848EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$59,605,195BOYAmt
EOY$92,893,333EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$236,856,117BOYAmt
EOY$228,328,246EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,256,186BOYAmt
EOY$3,529,242EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$549,928,280BOYAmt
EOY$579,517,516EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$20,791,570BOYAmt
EOY$27,053,006EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,620,951BOYAmt
EOY$7,197,350EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$103,965,758BOYAmt
EOY$101,032,025EOYAmt

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$2,421,912BOYAmt
EOY$2,143,098EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,098,547BOYAmt
EOY$16,654,187EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$148,898,738BOYAmt
EOY$154,079,666EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$243,361,439BOYAmt
EOY$255,091,052EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$68,656,417BOYAmt
EOY$79,083,093EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$89,011,686BOYAmt
EOY$91,263,705EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$401,029,542BOYAmt
EOY$425,437,850EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$549,928,280BOYAmt
EOY$579,517,516EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$21,654,537ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,317,912NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$435,859DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
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$16,728,711CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,432,581CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,633,662CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,725,209CurrentTaxYearMinus1YearAmt
Current Tax Year$22,249,386CurrentTaxYearAmt
Total$84,769,549TotalAmt

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$16,728,711CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,432,581CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,633,662CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,725,209CurrentTaxYearMinus1YearAmt
Current Tax Year$22,249,386CurrentTaxYearAmt
Total$84,769,549TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$543,118SubstantialContributorsTotAmt
Public Support Total170$84,226,431PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,474,032CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,858,902CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,326,767CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,119,202CurrentTaxYearMinus1YearAmt
Current Tax Year$2,481,200CurrentTaxYearAmt
Total$15,260,103TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$977,874CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$193,720CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,799,563CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,300,017CurrentTaxYearMinus1YearAmt
Current Tax Year$1,721,500CurrentTaxYearAmt
Total$10,605,234TotalAmt
FieldValueIRS element (for citing)
Total Support$110,634,886TotalSupportAmt
Gross Receipts Rltd Activities$1,058,929,007GrossReceiptsRltdActivitiesAmt
Public Support CY1700.76130PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10, Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - NONACADEMIC REG. FEES, COLUMN A - , COLUMN B - 72166, COLUMN C - 257259, COLUMN D - 70840, COLUMN E - 43041, COLUMN F - 443306; DESCRIPTION - INTEREST INCOME- STUDENTS, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 176019, COLUMN E - 574526, COLUMN F - 750545; DESCRIPTION - CHANGE IN ESTIMATES-CARO, COLUMN A - , COLUMN B - , COLUMN C - 2717837, COLUMN D - 62104, COLUMN E - , COLUMN F - 2779941; DESCRIPTION - GAIN SETTLEMENT-CARO, COLUMN A - 104037, COLUMN B - 769088, COLUMN C - 88756, COLUMN D - , COLUMN E - , COLUMN F - 961881; DESCRIPTION - LOSS ON DISPOSAL OF EQUIPMENT, COLUMN A - -163129, COLUMN B - -2036216, COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - -2199345; DESCRIPTION - OTHER, COLUMN A - 62732, COLUMN B - , COLUMN C - 2694120, COLUMN D - 21135, COLUMN E - , COLUMN F - 2777987; DESCRIPTION - GROSS INCOME FUNDRAISING EVENTS, COLUMN A - 102065, COLUMN B - 88034, COLUMN C - 100390, COLUMN D - 145104, COLUMN E - 197849, COLUMN F - 633442; DESCRIPTION - GROSS SALES OF INVENTORY, COLUMN A - 872169, COLUMN B - 913208, COLUMN C - 941201, COLUMN D - 824815, COLUMN E - 906084, COLUMN F - 4457477;ExplanationTxt

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 D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$174,917,701BeginningYearBalanceAmt
Contributions$2,512,774ContributionsAmt
Investment Earnings Or Losses$21,524,524InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,334,383GrantsOrScholarshipsAmt
Other Expenditures$2,380,521OtherExpendituresAmt
Administrative Expenses$110,933AdministrativeExpensesAmt
End Year Balance$188,129,162EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$149,993,062BeginningYearBalanceAmt
Contributions$3,586,887ContributionsAmt
Investment Earnings Or Losses$31,296,463InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,070,660GrantsOrScholarshipsAmt
Other Expenditures$1,798,447OtherExpendituresAmt
Administrative Expenses$89,604AdministrativeExpensesAmt
End Year Balance$174,917,701EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$159,174,647BeginningYearBalanceAmt
Contributions$1,968,473ContributionsAmt
Investment Earnings Or Losses-$1,200,191InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,400,709GrantsOrScholarshipsAmt
Other Expenditures$6,463,277OtherExpendituresAmt
Administrative Expenses$85,881AdministrativeExpensesAmt
End Year Balance$149,993,062EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$137,265,671BeginningYearBalanceAmt
Contributions$3,579,000ContributionsAmt
Investment Earnings Or Losses$28,617,976InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,951,745GrantsOrScholarshipsAmt
Other Expenditures$6,277,255OtherExpendituresAmt
Administrative Expenses$59,000AdministrativeExpensesAmt
End Year Balance$159,174,647EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$103,334,829BeginningYearBalanceAmt
Contributions$3,985,000ContributionsAmt
Investment Earnings Or Losses$39,476,842InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,610,947GrantsOrScholarshipsAmt
Other Expenditures$3,880,053OtherExpendituresAmt
Administrative Expenses$40,000AdministrativeExpensesAmt
End Year Balance$137,265,671EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.27250BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.72750PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,525,227OtherCostOrOtherBasisAmt
Book Value$23,525,227BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$277,242,234OtherCostOrOtherBasisAmt
Depreciation$130,413,009DepreciationAmt
Book Value$146,829,225BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$940,049OtherCostOrOtherBasisAmt
Depreciation$47,002DepreciationAmt
Book Value$893,047BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$43,280,241OtherCostOrOtherBasisAmt
Depreciation$38,594,194DepreciationAmt
Book Value$4,686,046BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$41,474,671OtherCostOrOtherBasisAmt
Depreciation$35,281,368DepreciationAmt
Book Value$6,193,303BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$182,126,848TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MONEY MARKET FUNDS AND TEMPORARY INVESTMENTS$5,596,105F
OTHER LEVEL 2 & 3 INVESTMENTS$165,012,649F
REAL ESTATE$30,116,271F
LIMITED PARTNERSHIP AND PRIVATE EQUITY$22,270,511F
VENTURE CAPITAL$5,332,710F
FieldValueIRS element (for citing)
Total Book Value Securities$228,328,246TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ASSET RETIREMENT OBLIGATIONS$7,703,763
REFUNDABLE ADVANCES FROM THE U.S. GOVERNMENT$7,400,982
SPLIT-INTEREST AGREEMENTS$1,549,442
FieldValueIRS element (for citing)
Total Liability$16,654,187TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$241,981,527TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,317,912NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$435,859DonatedServicesAndUseFcltsAmt
Other Revenue$572,708OtherRevenueAmt
Revenue Not Reported$3,326,479RevenueNotReportedAmt
Revenue Subtotal$238,655,048RevenueSubtotalAmt
Investment Expenses Not Incld$927,194InvestmentExpensesNotIncldAmt
Other Revenues Not Included$80,359,177OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$81,286,371RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$319,941,419TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$217,573,219TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$572,708OtherExpensesIncludedAmt
Expenses Not Reported$572,708ExpensesNotReportedAmt
Expenses Subtotal$217,000,511ExpensesSubtotalAmt
Investment Expenses Not Incld2$927,194InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$80,359,177OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$81,286,371ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$298,286,882TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1a, Collections of art - financial statement footnoteTHE UNIVERSITY HAS ELECTED NOT TO CAPITALIZE THE COST OR VALUE OF ITS COLLECTION OF WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS.
Schedule D, Part III, Line 4, Collections of art - description of collectionsTHE UNIVERSITY ARCHIVES MANAGES A LARGE MUSEUM COLLECTION, WHICH CONTAINS A RANGE OF ART, HISTORICAL PIECES AND OTHER SUCH ITEMS. CERTAIN PIECES, ALONG WITH RELEVANT COLLECTIONS OF FIELD NOTES FROM THE ARCHIVES, HAVE BEEN USED BY THE ANTHROPOLOGY DEPARTMENT TO SUPPLEMENT CLASS DISCUSSIONS. OUR FINE ARTS PIECES CONSISTS OF PAINTINGS, ANTIQUE FURNITURE, ASIAN ARTS, AND SCULPTURES. STUDENTS FROM MEDIA STUDIES DEPARTMENT AND THE SCHOOL OF LIBRARY AND INFORMATION SCIENCES ROUTINELY VIEW OUR FINE ART COLLECTION TO GAIN FIRST HAND EXPERIENCE OF HOW FINE ART IS PRESERVED, MANAGED, AND USED. IN ADDITION TO BEING GIVEN REGULAR TOURS AND PRESENTATIONS ON OUR MUSEUM COLLECTIONS, STUDENTS ENCOUNTER PIECES FROM THE COLLECTION ON A DAILY BASIS BECAUSE THE BEST ITEMS ARE HUNG IN CLASSROOMS, OFFICES, AND IN PROMINENT HALLWAYS AND MEETING SPACES AROUND CAMPUS. IN ADDITION TO BOOKS AND MANUSCRIPTS, THE OLIVEIRA LIMA LIBRARY HAS EXTENSIVE HOLDINGS OF ART WORKS OF SIGNIFICANT VALUE FOR STUDY OF BRAZILIAN, PORTUGUESE, SPANISH AND LATIN AMERICAN HISTORY, ART HISTORY AND CULTURE FROM THE 16TH TO THE 20TH CENTURY. THE LIBRARY'S ART HAS BEEN LOANED FOR EXHIBITION IN THE U.S., PORTUGAL AND BRAZIL AND ARE IN FREQUENT DEMAND FOR RE-PRODUCTION IN SCHOLARLY PUBLICATIONS. IN CONJUNCTION WITH THE EXTERNAL EXHIBITIONS AND LOANS IN WHICH THE LIBRARY PARTICIPATES, SIGNIFICANT PRESERVATION TREATMENT OF THE LOANED OBJECTS ARE FREQUENTLY OBTAINED AS A CONDITION OF THE LOAN AT THE BORROWERS' EXPENSE.
Schedule D, Part V, Line 4, Intended uses of endowment fundsTHE UNIVERSITY'S ENDOWMENT FUNDS ARE USED TO FUND SCHOLARSHIPS, FACULTY POSITIONS, LIBRARY SUPPORT AND OTHER EXPENSES THAT ARE IN ACCORDANCE WITH THE DONOR'S REQUESTS AND THE UNIVERSITY'S MISSION AS A COMPREHENSIVE CATHOLIC AND AMERICAN INSTITUTION OF HIGHER LEARNING.
Schedule D, Part X, Line 2, FIN 48 (ASC 740) footnoteIN CONSIDERATION OF ACCOUNTING STANDARDS RELATED TO INCOME TAXES, THE UNIVERSITY CONCLUDED THERE WERE NO OPEN POSITIONS THAT RESULT IN MATERIAL UNRECOGNIZED TAX BENEFITS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS AS OF APRIL 30, 2014.
Schedule D, Part XI, Line 2d, Other revenues in audited financial statements not in form 990CARDINALS DINNER EXPENSES - 306238; CUA PRESS COST OF GOODS SOLD - 251453; ATHLETICS GOLF TOURNAMENT EXPENSES - 15017;
Schedule D, Part XI, Line 4b, Other revenues in form 990 not in audited financial statementsGRANTS AND OTHER ASSISTANCE TO INDIVIDUALS - 80259784; UNITRUST PAYMENTS - 38694; STUDENT LOAN PROGRAM COLLECTION FEES - 23156; LOSS ON DISPOSAL OF EQUIPMENT - 37543;
Schedule D, Part XII, Line 2d, Other expenses in audited financial statements not in form 990CARDINALS DINNER EXPENSES - 306238; CUA PRESS COST OF GOODS SOLD - 251453; ATHLETICS GOLF TOURNAMENT EXPENSES - 15017;
Schedule D, Part XII, Line 4b, Other expenses in form 990 not in audited financial statementsGRANTS AND OTHER ASSISTANCE TO INDIVIDUALS - 80259784; UNITRUST PAYMENTS - 38694; STUDENT LOAN PROGRAM-COLLECTION FEES - 23156; LOSS ON DISPOSAL OF EQUIPMENT - 37543;

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, Part I, Line 3, Racially nondiscriminatory policyTHE UNIVERSITY INCLUDES ITS RACIALLY NONDISCRIMINATORY POLICY IN THE ADMISSIONS VIEW-BOOK, APPLICATION, IN THE PACKET OF INFORMATION RECEIVED AFTER ADMISSION AND IN THE FINANCIAL AID GUIDE
Schedule E, Part I, Line 6a, Financial aid or assistance from a governmental agencyTHE UNIVERSITY RECEIVES FEDERAL FINANCIAL AID FOR STUDENTS THROUGH ITS PARTICIPATION IN THE FOLLOWING PROGRAMS: FEDERAL WORK STUDY, PELL GRANTS, ACADEMIC COMPETITIVENESS GRANTS, PERKINS LOAN PROGRAM, FEDERAL DIRECT LENDING AND FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS (SEOG)

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND AND GREENLAND)132PROGRAM SERVICESGLOBAL EDUCATION PROGRAMS$2,733,455
EUROPE (INCLUDING ICELAND AND GREENLAND)00FUNDRAISING$26,741
EUROPE (INCLUDING ICELAND AND GREENLAND)00PROGRAM SERVICESCONFERENCE ATTENDANCE$3,568
CENTRAL AMERICA AND THE CARIBBEAN01PROGRAM SERVICESGLOBAL EDUCATION PROGRAMS$18,160
FieldValueIRS element (for citing)
Total Office1TotalOfficeCnt
Total Employee33TotalEmployeeCnt
Total Spent$2,781,924TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statementsCENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL
Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statementsCENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
TELECOMP
3375 BRIGHTON HENRIETTATOWNLINE RDROCHESTERNY14623PHONE PROGRAMfalse$324,545$230,170$94,375
SHARON HENRY & COMPANY
42889 KIRLAND STREETASHBURNVA20147CARDINALS' DINNERfalse$1,185,207$23,276$1,161,931
THE STELTER COMPANY
10435 NEW YORK AVEDES MONIESIN50322PLANNED GIVING NEWSLETTERfalse$0$10,841-$10,841
FieldValueIRS element (for citing)
Total Gross Receipts$1,509,752TotalGrossReceiptsAmt
Total Retained By Contractors$264,287TotalRetainedByContractorsAmt
Total Net To Organization$1,245,465TotalNetToOrganizationAmt
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesMDLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1CARDINALS' DINNERNameOfEvent1Amt
Gross Receipts Event1$1,185,097GrossReceiptsEvent1Amt
Charitable Contri Event1$1,008,597CharitableContriEvent1Amt
Gross Revenue Event1$176,500GrossRevenueEvent1Amt
Other Direct Expenses Event1$306,238OtherDirectExpensesEvent1Amt
Name Of Event2GOLF TOURNAMENTNameOfEvent2Amt
Gross Receipts Event2$21,349GrossReceiptsEvent2Amt
Gross Revenue Event2$21,349GrossRevenueEvent2Amt
Other Direct Expenses Event2$15,016OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$1,206,446GrossReceiptsTotalAmt
Charitable Contributions Tot$1,008,597CharitableContributionsTotAmt
Gross Revenue Total Events$197,849GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$0RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$0FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$321,254OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$321,254DirectExpenseSummaryEventsAmt
Net Income Summary-$123,405NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE G, PART I, LINE 2B, PROF FUNDRAISING SVCS EXPENSES PMTS OR REIMBSHARON HENRY AND COMPANY DESCRIPTION: PAYMENT OF FEES: $20,017.13 AND EXPENSES $3,258.74. WE PAY BOTH FEES AND EXPENSES TO THIS SERVICE PROVIDER. THE FEES ARE PAID ON A RATE PER HOUR BASIS, WITH DETAIL PROVIDED ON THE TASKS PERFORMED. THE SERVICE PROVIDER PROVIDES A BASIC DESCRIPTION OF ANY OUT-OF-POCKET EXPENSES BILLED.
SCHEDULE G, PART I, LINE 2B, PROF FUNDRAISING SVCS EXPENSES PMTS OR REIMBTELECOMP - DESCRIPTION: PAYMENT OF FEES: $201,831.42 AND EXPENSE REIMBURSEMENTS $28,338.35. THE ANNUAL TELEPHONE FUNDRAISING FEES ARE PAID IN FOUR INSTALLMENTS. THE SERVICE PROVIDER PROVIDES A BASIC DESCRIPTION OF ANY OUT-OF-POCKET EXPENSES BILLED.

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (34 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
ARCHDIOCESAN SCHOLARSHIPS2$101,866
BASSELIN SCHOLARSHIP FUND15$472,400
BOARD OF TRUSTEES SCHOLARSHIP12$238,970
CENTENNIAL SCHOLARSHIP8$150,875
DOCTORAL SCHOLARSHIP TOTAL98$2,944,438
DOL TOTAL100$397,326
FIRST YEAR EXPERIENCE47$257,475
KNIGHTS OF COLUMBUS GRAD SCHOLARSHIPS3$99,025
LAW SCHOOL SCHOLARSHIPS248$2,970,562
MAGI ENDOWMENT8$146,750
MCSHAIN SCHOL FOR SEMINARIANS28$164,500
METROPOLITAN COLLEGE115$742,976
NATIONAL CATHOLIC SCHOOL OF SOCIAL SERVICES106$623,347
OTHER CATHOLIC UNIVERSITY SCHOLARSHIPS3450$48,946,801
SCHOOL OF THEOLOGY AND RELIGIOUS STUDIES243$2,913,467
SCHOOL OF ARCHITECTURE & PLANNING53$455,335
SCHOOL OF ARTS & SCIENCES287$4,169,548
SCHOOL OF CANON LAW14$318,469
DEPARTMENT OF EDUCATION27$290,458
SCHOOL OF ENGINEERING35$692,350
SCHOOL OF LIBRARY & INFORMATION SCIENCE56$229,278
SCHOOL OF MUSIC48$632,173
SCHOOL OF PHILOSOPHY105$1,587,455
SHEEHY SCHOLARSHIP56$190,917
STUDENT AID: ENDOWED FUNDS470$2,555,102
STUDENT AID: PRIVATE SOURCES419$2,768,774
UNDERGRADUATE TUITION EXCHANGE SCHOLARSHIP45$1,386,000
UNIVERSITY GRADUATE SCHOLARSHIPS708$1,401,698
KNIGHTS OF COL UNDERGRAD SCHOLAR TOTAL36$53,250
PELL GRANT 2012/201326$28,091
SEOG GRANT 2012/201330$28,301
SEOG GRANT 2013/2014235$451,805
PELL GRANT 2013/2014492$1,835,001
SCHOOL OF BUSINESS & ECONOMICS SCHOLARSHIP1$15,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2, Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationALL SCHOLARSHIPS ARE OFFERED BASED ON MANUAL AND OR ELECTRONIC VERIFICATION OF ELIGIBILITY CRITERIA. THE SYSTEM DISBURSEMENT OF THE SCHOLARSHIPS TO THE STUDENT'S ACCOUNT OCCURS ONLY AFTER GLOBAL AND ITEM TYPE SPECIFIC DISBURSEMENT ELIGIBILITY RULES ARE MET. UPON DISBURSEMENT, PAYMENT ALLOCATION RULES IN THE SYSTEM ALLOCATE THE SCHOLARSHIPS TO APPROPRIATE PREDEFINED CHARGES. AFTER DISBURSEMENT AUDITS ARE DONE AT VARIOUS TIME INTERVALS TO DETERMINE CONTINUED ELIGIBILITY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
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 PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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
JAMES F BRENNAN
PROVOST$316,467$0$0$0$0$0$0$0$32,189$0$348,656$0$0$0
DANIEL ATTRIDGE
DEAN AND PROFESSOR OF LAW$292,733$0$0$0$0$0$0$0$28,663$0$321,396$0$0$0
SUSAN D PERVI
VP STUDENT LIFE ENDED AUGUST 28, 2012$211,232$0$0$0$0$0$0$0$0$0$211,232$0$0$0
JOHN HANNAN
VP INST ADVANCEMENT$216,522$0$25,000$0$3,739$0$0$0$32,397$0$277,658$0$0$0
W MICHAEL HENDRICKS
VICE PRESIDENT FOR ENROLLMENT MANAGEMENT$230,812$0$25,000$0$888$0$0$0$37,794$0$294,494$0$0$0
LAWRENCE R POOS
DEAN, SCHOOL OF ARTS AND SCIENCES$175,758$0$0$0$0$0$0$0$19,152$0$194,910$0$0$0
LAWRENCE J MORRIS
GENERAL COUNSEL$212,449$0$0$0$0$0$0$0$23,133$0$235,582$0$0$0
CATHY R WOOD
VICE PRESIDENT FOR FINANCE & TREASURER$292,496$0$15,613$0$0$0$0$0$28,255$0$336,364$0$0$0
CHARLES C NGUYEN
DEAN SCHOOL OF ENGINEERING$245,131$0$0$0$0$0$0$0$30,841$0$275,972$0$0$0
FRANK G PERSICO
VICE PRESIDENT UNIVERSITY RELATIONS & CHIEF OF STAFF$248,253$0$0$0$2,059$0$0$0$27,346$0$277,658$0$0$0
IAN L PEGG
PHYSICS - DIR VSL & PROFESSOR$404,042$0$0$0$0$0$0$0$32,909$0$436,951$0$0$0
JOHN H GARVEY
PRESIDENT$446,380$0$45,000$0$63,010$0$0$0$41,050$0$595,440$0$0$0
MICHAEL S ALLEN
VP OF STUDENT AFFAIRS$159,237$0$0$0$0$0$0$0$29,800$0$189,037$0$0$0
GEORGE E GARVEY
LAW SCHOOL ORDINARY PROFESSOR$228,126$0$0$0$0$0$0$0$24,550$0$252,676$0$0$0
ANDREW E ABELA
DEAN OF BUS/ECON & ORD PROF$223,051$0$0$0$0$0$0$0$36,896$0$259,947$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a, First-class or charter travelTRAVEL AT ONE CLASS ABOVE COACH CLASS IS OCCASIONALLY USED, PRIMARILY FOR INTERNATIONAL TRAVEL, AND THE CLASS IS USUALLY BUSINESS CLASS.
Schedule J, Part I, Line 1a, Travel for companionsREIMBURSEMENT OF COMPANION TRAVEL IS RARE AND REQUIRES VICE-PRESIDENT OR PRESIDENT APPROVAL.THE REIMBURSEMENT IS TAXABLE TO THE EMPLOYEE UNLESS THE EMPLOYEE CAN DEMONSTRATE THE COMPANION PROVIDED A SIGNIFICANT AND NON-CLERICAL/NON-INCIDENTAL ROLE. THE UNIVERSITY REIMBURSED COMPANION TRAVEL FOR CERTAIN TRIPS MADE BY THE PRESIDENT\S WIFE. THE TOTAL REIMBURSED AMOUNT FOR TAX YEAR 2013 WAS $531. ALL TRIPS WERE INCLUDED IN TAXABLE EARNINGS FOR THE PRESIDENT, MR. JOHN GARVEY, IN THE APPROPRIATE TAX YEAR.
Schedule J, Part I, Line 1a, Tax indemnification and gross-up paymentsTAX INDEMNIFICATION OR GROSS-UP PAYMENTS ARE ONLY MADE FOR OCCASIONAL BONUS PAYMENTS AND REQUIRE THE APPROVAL OF THE PRESIDENT. THESE PAYMENTS ARE MADE IN ACCORDANCE WITH GENERAL UNIVERSITY COMPENSATION POLICIES.
Schedule J, Part I, Line 1a, Housing allowance or residence for personal useWE DO NOT PROVIDE A HOUSING ALLOWANCE BUT DO PROVIDE A HOUSE FOR THE PRESIDENT, AND THE ANNUAL VALUE OF THE RESIDENCE PORTION OF THE HOUSE IS DISCLOSED IN HIS COMPENSATION AND BENEFITS.
Schedule J, Part I, Line 4a, Severance or change-of-control paymentSUE PERVI WAS PROVIDED A SEVERANCE AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, MS. PERVI RECEIVES AN ANNUAL SALARY OF $211,000 FROM SEPTEMBER 1, 2012 TO AUGUST 31, 2014. SHE RECEIVED $211,000 OF GROSS SALARY UNDER THIS AGREEMENT IN CALENDAR YEAR 2013.
Schedule J, Part I, Line 7, Non-fixed paymentsNON-FIXED PAYMENTS WERE MADE TO THE PRESIDENT, VP OF INSTITUTIONAL ADVANCEMENT, VP OF ENROLLMENT MANAGEMENT AND VP FOR FINANCE AND TREASURER. THESE BONUS PAYMENTS WERE BASED ON SATISFACTION OF PERFORMANCE TARGETS OF THE EXECUTIVE STAFF.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
SERIES DISTRICT OF COLUMBIA 2007 REVENUE BONDS
A536001131254839R702007-06-30$76,317,091PARTIAL REFUNDING OF SERIES 1999 BONDS; CONSTRUCT NEW RESIDENCEfalsefalsefalse
SERIES OF DISTRICT OF COLUMBIA 2010 REVENUE BONDS
B53600113125483VAT12010-08-12$39,061,164PARTIAL REFUNDING OF SERIES 1999 BOND; REFINANCING OF 2004 TAXABLE REVEUNE BONDS.falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$76,317,091$0$0$40,208,083$1,821,523$0$0$35,223,179$0$1,137,3262009falseYes (true)falseYes (true)
B$0$0$39,061,164$0$0$0$805,222$0$0$0$38,255,942$02010falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.000000.023100.02310Yes (true)falseYes (true)
Bfalsefalsefalsefalse0.000000.010300.01030Yes (true)falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
J P MORGAN - EXPIRED
AfalsefalsefalseYes (true)falsefalse0.0Yes (true)5.1Yes (true)falseYes (true)
(no name)
BfalsefalseYes (true)falsefalsefalse0.0false0.0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART II, SERIES DISCTRICT OF COLUMBIA 2007 REVENUE BONDSPART II LINE 6-12 TIE OUT TO PART II LINE 3 - DISTRICT OF COLUMBIA SERIES 2007 REVENUE BOND PROCEEDS INVESTMENT EARNED ABOUT $2M IN INVESTMENT INCOME.
Sch K, Part IV, Line 2c, ISSUER NAME: Series District of Columbia 2007 Revenue Bonds: No Rebate Due.THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON APRIL 30, 2014.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution36ContributionCnt
Noncash Contributions Rpt F990$1,575,741NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)SOLAR DECATHLON-MATERIALS/TOOLS4$21,990COST
Yes (X)CD COLLECTION2$28,720OPINIONS OF EXPERTS
Yes (X)MUSCIAL INSTRUMENTS AND MUSIC4$25,685OPINIONS OF EXPERTS
Yes (X)SEND OFF PARTY DONATION1$133COST
Yes (X)ITALIAN RECEPTION1$455COST
Yes (X)PRAYER DRAPES AND BRONZE PRAYERS1$1,400OPINIONS OF EXPERTS
FieldValueIRS element (for citing)
Form8283 Received4Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART I, COLUMN BTHE AMOUNTS IN THIS COLUMN IDENTIFY THE NUMBER OF CONTRIBUTIONS MADE FOR EACH CATEGORY OF NON-CASH CONTRIBUTIONS.
Schedule M, part I, column (b), Line 9, Number of contributions or items contributed.
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=SOLAR DECATHLON-MATERIALS/TOOLS :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=CD COLLECTION :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=MUSCIAL INSTRUMENTS AND MUSIC :

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, Line 3b, Reason for not filing Form 990-TTHE FORM 990-T WILL BE FILED BY THE EXTENDED DUE DATE OF MARCH 15, 2015.
Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing bodyTHE FORM 990 WAS SENT TO THE FULL BOARD OF TRUSTEES WITH AN OPPORTUNITY TO ASK MANAGEMENT QUESTIONS REGARDING THE FORM. THE AUDIT COMMITTEE REVIEWED THE DETAILS OF THE FORM 990 WITH MANAGEMENT IN A COMMITTEE MEETING AND REPORTED TO THE BOARD OF TRUSTEES THEIR REVIEW AND APPROVAL OF THE FORM'S SUBMISSION PRIOR TO FILING.
Form 990, Part VI, Sec B, Line 12c, Conflict of interest policyTHE UNIVERSITY'S SECRETARY OF THE BOARD OF TRUSTEES, IN COORDINATION WITH THE COMPLIANCE OFFICER AND THE GENERAL COUNSEL, REVIEWS THE CONFLICT OF INTEREST STATEMENTS SUBMITTED BY THE TRUSTEES TO DETERMINE WHETHER ANY MATERIAL FINANCIAL INTERESTS HAVE BEEN DISCLOSED. ANY SUCH INTERESTS ARE INVESTIGATED BY THE AUDIT COMMITTEE AND THEN BY THE FULL BOARD OF TRUSTEES, IF THE AUDIT COMMITTEE BELIEVES THERE IS A CONFLICT OF INTEREST. IF THE FULL BOARD OF TRUSTEES DETERMINES THE FINANCIAL INTEREST IS A CONFLICT OF INTEREST AND A UNIVERSITY TRANSACTION OR AGREEMENT ARISES INVOLVING THAT FINANCIAL INTEREST, THE BOARD MAY PERMIT THE INTERESTED TRUSTEE TO MAKE A PRESENTATION REGARDING THE MATTER, BUT THE INTERESTED TRUSTEE SHALL BE REQUIRED THE TO LEAVE THE MEETING PRIOR TO THE DISCUSSION OF, AND THE VOTE ON THE PROPOSED TRANSACTION OR ARRANGEMENT. FACULTY AND STAFF CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE COMPLIANCE OFFICER IN COORDINATION WITH THE VICE PRESIDENT FOR FINANCE AND TREASURER. THEY ENSURE THAT ALL FORMS HAVE BEEN SUBMITTED, REVIEW ANY CONFLICTS DISCLOSED, DISCUSS THEM WITH THE INDIVIDUAL AND COGNIZANT SUPERVISOR AS NEEDED, AND DETERMINE PROPER MANAGEMENT ACTION.
Form 990, Part VI, Sec B, Line 15a, Process to establish compensation of top management officialTHE PRESIDENT'S COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, BASED UPON DATA FROM COMPARABLE INSTITUTIONS.
Form 990, Part VI, Sec B, Line 15b, Process to establish compensation of other employeesOTHER OFFICER AND KEY EMPLOYEE COMPENSATION IS APPROVED BY THE PRESIDENT BASED UPON PERFORMANCE EVALUATIONS AND MARKET DATA. THESE PROCESSES AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED
Form 990, Part VI, Sec C, Line 19, Required documents available to the publicTHE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE UNIVERSITY'S WEBSITE.
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=SEND OFF PARTY DONATION :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=ITALIAN RECEPTION :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=PRAYER DRAPES AND BRONZE PRAYERS :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=SOLAR DECATHLON-MATERIALS/TOOLS :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=CD COLLECTION :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=MUSCIAL INSTRUMENTS AND MUSIC :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=SEND OFF PARTY DONATION :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=ITALIAN RECEPTION :
Schedule M, part I, column (b), Line other, Number of contributions or items contributed.OTHER=PRAYER DRAPES AND BRONZE PRAYERS :

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
THE CATHOLIC UNIVERSITY OF AMERICA FOUNDATION
620 MICHIGAN AVE NEWASHINGTONDC20064521284733SUPPORT CUA'S PROGRAMSDC501(C)(3)11 - Type INAYes (true)
ALBERT E FARONE & ANGELA T FARONE FOUNDATION
620 MICHIGAN AVE NEWASHINGTONDC20064160911612TO PROVIDE SCHOLARSHIPSNY501(C)(3)11 - Type INAYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxt
CHARITABLE REMAINDER TRUSTS (1)
SPLIT INTEREST AGREEMENTNYNATRUST
CHARITABLE REMAINDER TRUST (1)
SPLIT INTEREST AGREEMENTDCNATRUST
CHARITABLE REMAINDER TRUST (1)
SPLIT INTEREST AGREEMENTVANATRUST
CHARITABLE REMAINDER TRUSTS (2)
SPLIT INTEREST AGREEMENTMDTHE CATHOLIC UNIVERSITY OF AMERICATRUST
CHARITABLE REMAINDER TRUSTS (3)
SPLIT INTEREST AGREEMENTDCTHE CATHOLIC UNIVERSITY OF AMERICATRUST
CHARITABLE PERPETUAL TRUST (1)
SPLIT INTEREST AGREEMENTMDNATRUST
CHARITABLE PERPETUAL TRUSTS (2)
SPLIT INTEREST AGREEMENTOHNATRUST
CHARITABLE PERPETUAL TRUST (1)
SPLIT INTEREST AGREEMENTSCNATRUST
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
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 OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ALBERT E FARONE & ANGELA T FARONE FOUNDATION
C$641,825SCHOLARSHIPS AWARDED TO CUA STUDENTS
ALBERT E FARONE & ANGELA T FARONE FOUNDATION
P$680,512REIMBURSEMENT PAYMENT FOR EXPENSE
THE CATHOLIC UNIVERSITY OF AMERICA FOUNDATION
P$40,107REIMBURSEMENT PAYMENT FOR EXPENSE
THE WASHINGTON RESEARCH LIBRARY CONSORTIUM
M$605,676