UNIVERSITY OF SAINT MARY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SAINT MARY (EIN 48-0547846)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-17
- IRS object ID
- 201430489349300913
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-17T09:18:00-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 641062246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480547846 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Saint Mary Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % SR DIANE STEELE | InCareOfName |
| Name Control | UNIV | NameControl |
| Phone | 9136825151 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 S 4th St | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Leavenworth | City |
| State | KS | State |
| ZIP Code | 66048 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SR DIANE STEELE | Name |
| Title | PRESIDENT | Title |
| Phone | 9136825151 | Phone |
| Date Signed | 2014-02-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael J Engle | Name |
| Phone | 8162216300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Sr Diane Steele | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 S 4th St | AddressLine1 |
| City | Leavenworth | City |
| State | KS | State |
| ZIP Code | 66048 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21946043 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STMARY.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1923 | YearFormation |
| State Legal Domicile | KS | StateLegalDomicile |
| Activity Or Mission Description | THE UNIVERSITY OF SAINT MARY EDUCATES STUDENTS AND PREPARES THEM FOR VALUE-CENTERED LIVES AND CAREERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 480 | TotalNbrEmployees |
| Total Nbr Volunteers | 19 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2521457 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1652226 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15434266 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18897544 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 563470 | InvestmentIncomePriorYear |
| Investment Income Current Year | 704328 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 250470 | OtherRevenuePriorYear |
| Other Revenue Current Year | 108272 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18769663 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21362370 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4300105 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5085038 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7889650 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8635830 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 36000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 36000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 921637 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7354098 | OtherExpensePriorYear |
| Other Expenses Current Year | 8501597 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19579853 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22258465 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -810190 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -896095 | RevenuesLessExpensesCY |
| Total Assets BOY | 36376142 | TotalAssetsBOY |
| Total Assets EOY | 36163065 | TotalAssetsEOY |
| Total Liabilities BOY | 8992299 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8823672 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27383843 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 27339393 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 18704975 | Expense |
| Grants | 5085038 | Grants |
| Revenue | 18955382 | Revenue |
| Description | FULLY ACCREDITED INSTITUTION OF HIGHER EDUCATION AWARDING BACCALAUREATE, MASTERS AND DOCTORATE DEGREES SERVED APPROXIMATELY 1709 STUDENTS, OF WHICH 277 GRADUATED. | Description |
| Total Program Service Expense | 18704975 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1838 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 480 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SR DIANE STEELE | NamePerson |
| Telephone Number | 9137586102 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 S 4TH STREET | AddressLine1 |
| City | Leavenworth | City |
| State | KS | State |
| ZIP Code | 66048 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| DIANE STEELE SCL | |||||||
| TRUSTEE/PRESIDENT | 40.0 | 1.0 | X | X | 0 | 0 | 0 |
| JOSEPH CONTRUCCI | |||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||
| STANLEY EVANS | |||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||
| MAUREEN HALL SCL | |||||||
| TRUSTEE | 1.0 | 10.0 | X | ||||
| KEN MELLARD | |||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||
| SUSANNA LAUNDY | |||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||
| MICHELLE PIRANIO | |||||||
| TRUSTEE/SECRETARY/TREASURER | 1.0 | 0.0 | X | X | |||
| JOHN SNYDER | |||||||
| TRUSTEE/CHAIR | 1.0 | 0.0 | X | X | |||
| PETER WONG | |||||||
| TRUSTEE | 1.0 | X | |||||
| WILLIAM TRENKLE | |||||||
| TRUSTEE/VICE CHAIR | 1.0 | 0.0 | X | X | |||
| NANCY BAUMAN SCL | |||||||
| TRUSTEE/VICE CHAIR | 1.0 | 5.0 | X | X | |||
| KENNETH BLUM | |||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||
| GIDEON BROWN | |||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||
| JOHN KORNITZER | |||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||
| JEAN PANISKO SCL | |||||||
| TRUSTEE | 1.0 | 5.0 | X | ||||
| JOHN BAKER | |||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||
| FRED TROMANS | |||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||
| CATHY NEWTON | |||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||
| JOHN STAR | |||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||
| ROLLY DESSERT | |||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||
| DALE CULVER | |||||||
| VICE PRESIDENT FINANCE & ADMIN | 40.0 | 0.0 | X | 116501 | 0 | 6159 | |
| LAURA DAVIS | |||||||
| VP MARKETING & COMMUNICATIONS | 40.0 | 0.0 | X | 70754 | 6478 | ||
| BRYAN LEBEAU | |||||||
| ACADEMIC DEAN | 40.0 | 0.0 | X | 116557 | 5808 | ||
| WENDI SANTEE | |||||||
| VP STUDENT LIFE | 40.0 | 0.0 | X | 35335 | 6402 | ||
| JENNIFER DALY | |||||||
| VP DEVELOPMENT | 40.0 | 0.0 | X | 18042 | 1052 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 357189 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 25899 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| STRAUB CONSTRUCTION CO INC | |
| CONSTRUCTION | 497639 |
| JENZABAR | |
| COMPUTER SERVICES | 109787 |
| FAGAN COMPANY | |
| CONSTRUCTION | 223652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 90934 | FundraisingEvents |
| Government Grants | 33982 | GovernmentGrants |
| All Other Contributions | 1527310 | AllOtherContributions |
| Noncash Contributions | 12034 | NoncashContributions |
| Total Contributions | 1652226 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 17442066 | 17442066 |
| RESIDENCE HALLS | 611710 | 730003 | 730003 |
| CAFETERIA | 611710 | 676837 | 676837 |
| ST. MARY CENTER | 611710 | 48638 | 48638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18897544 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 196634 | TotalRevenueColumn |
| Exclusion | $196,634 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8580 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8580 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8580 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8580 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1032063 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 524369 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 507694 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 507694 | TotalRevenueColumn |
| Exclusion | $507,694 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 22468 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 90934 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 38967 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -16499 | TotalRevenueColumn |
| Exclusion | -$16,499 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 69594 | GrossSalesOfInventory |
| Cost Of Goods Sold | 20337 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49258 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49258 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | _ | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 66933 | TotalRevenueColumn |
| Exclusion | $66,933 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66933 | TotalRevenueColumn |
| Exclusion | $66,933 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 66933 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21362370 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18955382 | RelatedOrExemptFunctionIncome |
| Exclusion | $754,762 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5085038 | Total |
| Program Services | 5085038 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 502720 | Total |
| Management And General | 502720 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6641315 | Total |
| Program Services | 5593558 | ProgramServices |
| Management And General | 621223 | ManagementAndGeneral |
| Fundraising | 426534 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161522 | Total |
| Program Services | 110644 | ProgramServices |
| Management And General | 48877 | ManagementAndGeneral |
| Fundraising | 2001 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 760101 | Total |
| Program Services | 491898 | ProgramServices |
| Management And General | 248666 | ManagementAndGeneral |
| Fundraising | 19537 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570172 | Total |
| Program Services | 435548 | ProgramServices |
| Management And General | 93210 | ManagementAndGeneral |
| Fundraising | 41414 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 755 | Total |
| Management And General | 755 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91111 | Total |
| Management And General | 91111 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36000 | Total |
| Fundraising | 36000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34724 | Total |
| Management And General | 34724 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 762444 | Total |
| Program Services | 479471 | ProgramServices |
| Management And General | 281421 | ManagementAndGeneral |
| Fundraising | 1552 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323554 | Total |
| Program Services | 12938 | ProgramServices |
| Management And General | 9528 | ManagementAndGeneral |
| Fundraising | 301088 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1480837 | Total |
| Program Services | 980591 | ProgramServices |
| Management And General | 430685 | ManagementAndGeneral |
| Fundraising | 69561 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47138 | Total |
| Management And General | 47138 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 854974 | Total |
| Program Services | 837353 | ProgramServices |
| Management And General | 17621 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 236253 | Total |
| Program Services | 206731 | ProgramServices |
| Management And General | 15493 | ManagementAndGeneral |
| Fundraising | 14029 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273268 | Total |
| Program Services | 271167 | ProgramServices |
| Management And General | 2101 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1231401 | Total |
| Program Services | 1170800 | ProgramServices |
| Management And General | 60601 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199615 | Total |
| Program Services | 159692 | ProgramServices |
| Management And General | 39923 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Online Programs | 1951553 | 1951553 | ||
| STUDENT BOARD | 591909 | 591909 | ||
| BAD DEBT EXPENSE | 25138 | 25138 | ||
| FOOD SERVICE | 54406 | 36489 | 10127 | 7790 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 342517 | Total |
| Program Services | 264457 | ProgramServices |
| Management And General | 75929 | ManagementAndGeneral |
| Fundraising | 2131 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22258465 | Total |
| Program Services | 18704975 | ProgramServices |
| Management And General | 2631853 | ManagementAndGeneral |
| Fundraising | 921637 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318265 | BOY |
| EOY | 421473 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1437344 | BOY |
| EOY | 861191 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3384526 | BOY |
| EOY | 1445472 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 716837 | BOY |
| EOY | 1040744 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73588 | BOY |
| EOY | 73699 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223369 | BOY |
| EOY | 110490 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 39818113 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24683540 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13712565 | BOY |
| EOY | 15134573 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10744211 | BOY |
| EOY | 11490516 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 809666 | BOY |
| EOY | 488865 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4955771 | BOY |
| EOY | 5096042 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36376142 | BOY |
| EOY | 36163065 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2386833 | BOY |
| EOY | 2006761 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 673620 | BOY |
| EOY | 846810 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4610000 | BOY |
| EOY | 4530000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 739920 | BOY |
| EOY | 853012 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 581926 | BOY |
| EOY | 587089 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8992299 | BOY |
| EOY | 8823672 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7895360 | BOY |
| EOY | 9810010 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6765715 | BOY |
| EOY | 4567544 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12722768 | BOY |
| EOY | 12961839 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27383843 | BOY |
| EOY | 27339393 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36376142 | BOY |
| EOY | 36163065 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -896095 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 657746 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 193899 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11307154 | BeginningOfYearBalance |
| Contributions | 111753 | Contributions |
| Investment Earnings Or Losses | 1165440 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 518651 | GrantsOrScholarships |
| Administrative Expenses | 83815 | AdministrativeExpenses |
| End Of Year Balance | 11981881 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11721451 | BeginningOfYearBalance |
| Contributions | 86034 | Contributions |
| Investment Earnings Or Losses | 24222 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 487724 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 36829 | AdministrativeExpenses |
| End Of Year Balance | 11307154 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9936196 | BeginningOfYearBalance |
| Contributions | 109325 | Contributions |
| Investment Earnings Or Losses | 2184646 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 470926 | GrantsOrScholarships |
| Other Expenditures | 37790 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 11721451 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8823648 | BeginningOfYearBalance |
| Contributions | 95284 | Contributions |
| Investment Earnings Or Losses | 1335142 | InvestmentEarningsOrLosses |
| Other Expenditures | 275000 | OtherExpenditures |
| Administrative Expenses | 42878 | AdministrativeExpenses |
| End Of Year Balance | 9936196 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10089844 | BeginningOfYearBalance |
| Contributions | 447724 | Contributions |
| Investment Earnings Or Losses | -1423318 | InvestmentEarningsOrLosses |
| Other Expenditures | 250000 | OtherExpenditures |
| Administrative Expenses | 40602 | AdministrativeExpenses |
| End Of Year Balance | 8823648 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.05940 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.71280 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.22780 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30291939 | OtherCostOrOtherBasis |
| Depreciation | 15801984 | Depreciation |
| Book Value | 14489955 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8468492 | OtherCostOrOtherBasis |
| Depreciation | 7837361 | Depreciation |
| Book Value | 631131 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1057682 | OtherCostOrOtherBasis |
| Depreciation | 1044195 | Depreciation |
| Book Value | 13487 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15134573 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RESTR. FUNDS HELD BY TRUSTEE | 504023 |
| DEFERRED BONDS | 175463 |
| BENEFICIAL INT-PERPETUAL TRUST | 4416556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5096042 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUNDABLE GOV'T LOAN PROGRAMS | Description |
| Amount | $587,089 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 587089 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 17138511 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 657746 | NetUnrealizedGainsInvestments |
| Other Revenues | 203433 | OtherRevenues |
| Revenue Not Rptd F990 | 861179 | RevenueNotRptdF990 |
| Revenue Subtotal | 16277332 | RevenueSubtotal |
| Other Revenues Not Included | 5085038 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 5085038 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21362370 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17232731 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 59304 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 59304 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17173427 | ExpensesSubtotal |
| Other Expenses Not Included | 5085038 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 5085038 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22258465 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COLLECTIONS OF ART | SCHEDULE D, PART III, LINE 1A | The University's collections consist primarily of rare books and manuscripts, works of art and Abraham Lincoln documents and memorabilia. Collections, which were acquired through purchases and contributions since the University's inception, are not recognized as assets in the statement of financial position. Purchases of collection items are recorded as decreases in net assets in the year in which the items are acquired. Contributed collection items are not reflected on the financial statements. Proceeds from disposal of and insurance recoveries related to collection items are reported as increases in the appropriate net asset classes. |
| EXEMPT PURPOSE OF ART COLLECTIONS | SCHEDULE D, PART III, LINE 4 | Rare books, manuscripts, works of art, Abraham Lincoln documents and memorabilia are collections that are maintained to educate students and the public of historical events. |
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE INTENDED USE OF THE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO FURTHER THE MISSION OF THE UNIVERSITY OF SAINT MARY IN PROVIDING STUDENT SCHOLARSHIP MONIES. |
| UNCERTAIN TAX POSITIONS DISCLOSURE | SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| OTHER - REVENUE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12 | SCHEDULE D, PART XI, LINE 2D | FUNDRAISING EVENT EXPENSES $ 38,967 CHANGE IN BENEFICIAL INTEREST $ 144,129 COST OF GOODS SOLD $ 20,337 ----------- $ 203,433 =========== |
| OTHER - REVENUE INCLUDED ON FORM 990, PART VII, LINE 12 BUT NOT ON LINE 1 | SCHEDULE D, PART XI, LINE 4B | SCHOLARSHIPS $ 5,085,038 |
| OTHER - EXPENSE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 | SCHEDULE D, PART XII, LINE 2D | FUNDRAISING EVENT EXPENSES $ 38,967 COST OF GOODS SOLD $ 20,337 ----------- $ 59,304 =========== |
| OTHER - EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25 BUT NOT ON LINE 1 | SCHEDULE D, PART XII, LINE 4B | SCHOLARSHIPS $ 5,085,038 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RACIALLY NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | WE HAVE NOT PUBLICIZED OUR RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA, HOWEVER THE "CALL TO ACTION" IN ALL OF OUR ADVERTISING AND RECRUITMENT MATERIALS IS TO VISIT OUR WEBSITE, WHERE THE NON-DISCRIMINATION POLICY IS READILY AVAILABLE TO THE GENERAL PUBLIC FOR VIEWING IN PDF VERSIONS OF OUR STUDENT HANDBOOK, UNDERGRADUATE CATALOG, GRADUATE CATALOG, DEGREE-COMPLETION CATALOG, AND ONLINE PROGRAMS CATALOG. |
| FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY | SCHEDULE E, PART I, LINE 6A | SCHOLARSHIP GRANTS AND SPECIFIC PROGRAM GRANTS ASSOCIATED WITH EDUCATIONAL PROGRAMS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | WILSON BENNETT TECHNOLOGY | NameOfIndividual |
| Activity | PHONATHON | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 138658 | GrossReceipts |
| Amount Retained By Contractor | 36000 | AmountRetainedByContractor |
| Net To Organization | 102658 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 138658 | TotalGrossReceipts |
| Total Retained By Contractors | 36000 | TotalRetainedByContractors |
| Total Net To Organization | 102658 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPIREFEST | NameOfEvent1 |
| Gross Receipts Event1 | 84652 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 69336 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 15316 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1000 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 19599 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 3250 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 6749 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 28750 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 21598 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 7152 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 5152 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 637 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 2580 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 113402 | GrossReceiptsTotal |
| Charitable Contributions Total | 90934 | CharitableContributionsTotal |
| Gross Revenue Total Events | 22468 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1000 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 5152 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 20236 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3250 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 9329 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 38967 | DirectExpenseSummaryEvents |
| Net Income Summary | -16499 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 556 | NumberOfRecipients |
| Amount Of Cash Grant | 5085038 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCESS FOR MONITORING THE USE OF GRANTS IN THE U.S. | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | THE GRANTS MADE BY THE UNIVERSITY ARE PRIMARILY FOR STUDENT AID AND SCHOLARSHIPS. A LIST OF RECIPIENTS OF SCHOLARSHIPS IS ON FILE AT THE UNIVERSITY AND IS AVAILABLE UPON REQUEST. ALL STUDENTS RECEIVING SCHOLARSHIPS ARE JUDGED WORTHY BY THE UNIVERSITY ON THE BASIS OF ACADEMIC AND ATHLETIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANSAS INDEPENDENT COLLEGE FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 481233911 | IssuerEIN |
| CUSIP Number | 48526HTP1 | CUSIPNumber |
| Date Issued | 2008-11-06 | DateIssued |
| Issue Price | 4690000 | IssuePrice |
| Description Of Purpose | TO BUILD A RESIDENCE HALL | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 160000 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 4690000 | TotalProceeds |
| Amount In Reserve Fund | 504023 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 93800 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 4249432 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | true | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | false | RebateNotDueYet |
| Exception To Rebate | false | ExceptionToRebate |
| No Rebate Due | true | NoRebateDue |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | true | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | true | ProcToUndertkCorrectiveAction |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | The University of Saint mary educates students of diverse backgrounds to realize their God-given potential and prepares them for value-centered lives and careers that contribute to the well being of our global society. |
| BUSINESS RELATIONSHIP | FORM 990, PART VI, SECTION A, LINE 2 | PRESIDENT SISTER DIANE STEELE, SISTER NACY BAUMAN, SISTER MAUREEN HALL AND SISTER JEAN PANISKO HAVE A BUSINESS RELATIONSHIP. |
| MEMBERS | FORM 990, PART VI, SECTION A, LINE 6 | SISTERS OF CHARITY OF LEAVENWORTH, INC. (SCL), A KANSAS NOT-FOR-PROFIT CORPORATION, IS THE SOLE MEMBER OF UNIVERSITY OF SAINT MARY, INC. (USM). SCL HAS THE RIGHT TO APPOINT THE MEMBERS OF USM. SCL HAS THE RESERVED POWERS TO APPROVE SIGNIFICANT DECISIONS OF USM. SCL IS NOT ENTITLED TO RECEIVE A SHARE OF USM PROFITS. SCL IS ENTITLED TO RECEIVE A SHARE OF USM'S ASSETS UPON DISSOLUTION, SO LONG AS IT QUALIFIES AS AN EXEMPT ORGANIZATION UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE. |
| MEMBERS MAY ELECT GOVERNING BODY | FORM 990, PART VI, SECTION A, LINE 7A | SISTERS OF CHARITY OF LEAVENWORTH, INC., BEING THE SOLE MEMBER OF UNIVERSITY OF SAINT MARY, INC., HAS THE RIGHT TO APPOINT THE BOARD. |
| GOVERNING BODY DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PART VI, SECTION A, LINE 7B | THE CORPORATE BYLAWS OF UNIVERSITY OF SAINT MARY, INC. (USM) IDENTIFIES CERTAIN RIGHTS AND POWERS RESERVED FOR SISTERS OF CHARITY OF LEAVENWORTH, INC. (SCL), THE SOLE MEMBER. THE RIGHTS AND POWERS RESERVED FOR SCL ARE AS FOLLOWS: (A) CHANGE THE MISSION, PURPOSE, OR PHILOSOPHY OF THE CORPORATION; (B) AMEND OR REVOKE THE ARTICLES OF INCORPORATION AND/OR THE BYLAWS OF THE CORPORATION; (C) APPOINT THE BOARD OF TRUSTEES OF THE CORPORATION; (D) APPOINT, OR REMOVE FROM OFFICE, THE PRESIDENT OF THE COLLEGE; (E) APPROVE THE APPOINTMENT OF SUCH OTHER ADMINISTRATIVE OFFICERS AS SHALL BE DESIGNATED IN THE BYLAWS; (F) APPOINT THE ACCOUNTING AND AUDITING FIRMS OF THE CORPORATION; (G) APPROVE OPERATING AND CAPITAL BUDGETS; (H) BORROW MONEY FOR CAPITAL NEEDS OF THE CORPORATION, ISSUE NOTES OR BONDS, ACCEPT MAJOR GRANTS, OR OTHER EVIDENCE OF INDEBTEDNESS OR OBLIGATION OF THE CORPORATION; (I) DISSOLVE THE CORPORATION; OR MERGE, CONSOLIDATE, OR OTHERWISE RESTRUCTURE THE CORPORATION WITH ANY OTHER LEGAL ENTITY. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11A | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW. ANY QUESTIONS OR CONCERNS THE AUDIT COMMITTEE HAVE ARE ADDRESSED AND ANY CONCERNS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. THE AUDIT COMMITTEE DETERMINES IF AN ACTUAL CONFLICT EXISTS. IF A CONFLICT EXISTS, THE INDIVIDUAL(S) WITH THE CONFLICT ABSTAIN FROM VOTING. |
| COMPENSATION REVIEW | FORM 990, PART VI, SECTION B, LINES 15A & B | THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY EVALUATES THE PRESIDENT'S PERFORMANCE, REVIEWS COMPARABLE DATA AND MAKES A RECOMMENDATION FOR APPROVAL BY THE FULL BOARD. THE PRESIDENT ANNUALLY EVALUATES ALL THE OFFICERS' PERFORMANCE, REVIEWS COMPARABLE DATA AND SETS COMPENSATION FOR THE OFFICERS. |
| AVAILABILTY OF DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | CHANGE IN BENEFICIAL INTEREST $ 144,129 CHANGE IN PENSION LIABILITY $ 49,770 ----------- $ 193,899 =========== |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF CHARITY OF LEAVENWORTH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 S 4TH STREET | AddressLine1 |
| City | LEAVENWORTH | City |
| State | KS | State |
| ZIP Code | 66048 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480547878 | EIN |
| Primary Activities | RELIGION | PrimaryActivities |
| Legal Domicile State | KS | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 1 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |