2025-12-01T13:23:35-05:00 2023-06-30 Forvis Mazars LLP 1201 Walnut Street Suite 1700 Kansas City MO 641062246 990 2022-07-01 440617326 Avila University % ABDUL AMINI AVIL 8169428400 11901 WORNALL ROAD KANSAS CITY MO 64145 ANDY JETT INTERIM PRESIDENT 8169428400 2025-11-15 true Michael J Engle P00482834 8162216300 2025-11-15 2022 2025-03-06 01:10:19Z X ANDY JETT 11901 WORNALL ROAD KANSAS CITY MO 64145 37930685 false X WWW.AVILA.EDU X 1916 MO AVILA UNIVERSITY IS A VALUES-BASED COMMUNITY OF LEARNING PROVIDING EDUCATION TO PREPARE STUDENTS FOR RESPONSIBLE LIFELONG CONTRIBUTIONS TO THE GLOBAL COMMUNITY. 25 25 712 200 133512 1692 10581235 4893719 25817325 25354926 1182966 688875 3120357 419767 40701883 31357287 9876751 8744737 0 0 16054585 15661675 0 0 1181977 12013203 13925899 37944539 38332311 2757344 -6975024 57473221 51300973 24003786 23634302 33469435 27666671 X SEE SCHEDULE O false false 31664788 8744737 25378034 SEE SCHEDULE O 31664788 true true false false false false false false false true true false false false true false true false true false false false false false true false false false true true true false false false false false false false false false false true false false false false false false false false true 2251 0 true 712 true true true false false false false true true false false false false false false X 25 25 false false false false false true false true true false false true true true true true true true false false MO X ABDUL AMINI 8165012487 11901 WORNALL ROAD KANSAS CITY MO 64145 X MR RONALD SLEPITZA PRESIDENT ENDING 07/22 40.0 0.0 X 310160 0 10903 MR JAMES BURKEE PRESIDENT BEGINNING 03/22 40.0 0.0 X 258080 0 9023 MR TIM KLOCKO VP FIN & ADMIN ENDING 03/2023 40.0 0.0 X 164837 0 22154 MS ALEXANDRA ADAMS EXECUTIVE VP 40.0 0.0 X 146614 0 30975 MR JOSEPH SNORGRASS FACULTY 40.0 0.0 X 149713 0 22529 MS MAGGIE MOHRFELD VP ADVANCEMENT 40.0 0.0 X 140135 0 15308 MR JONATHAN GAMBILL IT DIRECTOR 40.0 0.0 X 117053 0 31031 MR ANDY JETT FACULTY 40.0 0.0 X 120718 0 22001 MR J ROBERT HARDIN TRUSTEE 1.0 0.0 X 0 0 0 MR KEN HAGER TRUSTEE 1.0 0.0 X 0 0 0 MR THOMAS BURNS TRUSTEE/CHAIR 1.0 0.0 X X 0 0 0 MR GARY SMITH TRUSTEE 1.0 0.0 X 0 0 0 SR SHAWN MADIGAN CSJ TRUSTEE 1.0 0.0 X 0 0 0 SR JEANNE JANSSEN TRUSTEE 1.0 0.0 X 0 0 0 MR VERCIE LARK TRUSTEE 1.0 0.0 X 0 0 0 MS KATHLEEN THOMPSON BROWN TRUSTEE 1.0 0.0 X 0 0 0 MR RICK WELLER TRUSTEE/VICE CHAIR/TREASURER 1.0 0.0 X X 0 0 0 SR MARY FRANCES JOHNSON CSJ TRUSTEE 1.0 0.0 X 0 0 0 MS CHRISTINE OJILE TRUSTEE 1.0 0.0 X 0 0 0 MS LISA SACKUVICH TRUSTEE 1.0 0.0 X 0 0 0 SR MARY MARGARET LAZIO TRUSTEE 1.0 0.0 X 0 0 0 MR JOSEPH T FAHEY TRUSTEE 1.0 0.0 X 0 0 0 MR GREGORY M KRATOFIL JR TRUSTEE 1.0 0.0 X 0 0 0 MS ELLEN MARTIN TRUSTEE/SECRETARY 1.0 0.0 X X 0 0 0 SR MARIE JOAN HARRISCSJPHD TRUSTEE 1.0 0.0 X 0 0 0 MR IBRAHEEM BADEJO TRUSTEE 1.0 0.0 X 0 0 0 MR PHILLIP SMITH TRUSTEE 1.0 0.0 X 0 0 0 MS PATRICIA LYON TRUSTEE 1.0 0.0 X 0 0 0 MR TIMOTHY O'BRIEN TRUSTEE 1.0 0.0 X 0 0 0 MR THEODORE BROOKS TRUSTEE 1.0 0.0 X 0 0 0 MR BILL CONWAY TRUSTEE 1.0 0.0 X 0 0 0 MS AGGIE COOPER TRUSTEE 1.0 0.0 X 0 0 0 MR STUART LINDEMAN TRUSTEE 1.0 0.0 X 0 0 0 MS TONYA MOURNING CFO STARTING 03/2023 40.0 0.0 X 0 0 0 1407310 0 163924 9 false true false GREAT WESTERN DINING SERVICE INC PO BOX 699 TIPTON MO 65081 FOOD SERVICE 973163 NATIONAL MANAGEMENT RESOURCES CORP PO BOX 1224 LAGRANGE GA 30241 MAINTENANCE SERVICE 250071 PENN TECH INC 1755 SE COUNTY ROAD AA SUITE A BLUE SPRINGS MO 64104 HVAC SERVICE 251167 EAB GLOBAL INC 2445 M STREET NW WASHINGTON DC 20037 ADVERTISING SERVICE 573351 AKADEMOS INC 200 CONNECTICUT AVE STE B NORWALK CT 06854 BOOK SERVICE 585667 16 400168 1377322 3116229 19980 4893719 TUITION AND FEES 611600 21998950 21998950 RESIDENT HALL INCOME 611710 1514443 1380931 133512 FOOD SERVICE INCOME 611710 1142990 1142990 BOOK RENTAL 611710 698543 698543 25354926 379394 379394 0 0 23108 0 23108 0 23108 23108 6605117 6295636 309481 309481 309481 40625 400168 104059 -63434 -63434 0 0 0 116824 173703 -56879 -56879 MISCELLANEOUS INCOME 900099 516972 516972 516972 31357287 25244522 133512 1085534 0 8744737 8744737 0 0 736578 736578 0 12159257 10022700 1559919 576638 83176 64916 14525 3735 1750621 1413862 247445 89314 932043 727424 162767 41851 0 177578 177578 164298 164298 0 0 91387 91387 3614134 2541274 696075 376785 660599 10565 649278 756 1110393 807602 269835 32956 0 0 953473 896265 57208 694772 496894 194798 3080 0 49891 14944 23800 11147 1054429 983782 63266 7381 0 2287395 2134140 137244 16012 655924 611978 39355 4591 REPAIRS AND MAINTENANCE 874634 762387 112247 STUDENT ACCOMODATIONS 842839 842839 RECRUITMENT 272998 272998 CARES ACT 93852 93852 327303 212953 96619 17731 38332311 31656112 5494222 1181977 2075776 4408727 254528 255838 1444539 603676 3986642 1254128 0 0 0 0 0 0 47849 32811 364733 366028 71788249 40005785 33025249 31782464 16273905 12597301 0 0 0 0 0 0 0 0 57473221 51300973 1784553 1970535 0 0 662987 871885 13205254 13219121 0 0 0 0 7050899 6193361 1060373 1060373 239720 319027 24003786 23634302 X 14830405 14098450 18639030 13568221 33469435 27666671 57473221 51300973 -6975024 1172260 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16271819 665892 -1752705 91387 15093619 18477375 309037 -2406686 107907 16271819 14340869 239076 3982971 85541 18477375 13134201 625929 654806 74067 14340869 12010021 319168 874970 69958 13134201 0.27100 0.62100 0.10800 false false 198124 198124 53213675 25467853 27745822 6367086 4050446 2316640 7564549 7186790 377759 4444815 3300696 1144119 31782464 0 STUDENT DEPOSITS 319027 319027 23976185 1172260 5000 277762 1455022 22521163 91387 8744737 8836124 31357287 29778949 5000 277762 282762 29496187 91387 8744737 8836124 38332311 SCHEDULE D, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT FUNDS ARE PRIMARILY USED FOR SCHOLARSHIPS AND PROGRAM SUPPORT. 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. SCHEDULE D, PART XI, LINE 2D COST OF GOODS SOLD $ 173,703 FUNDRAISING EXPENSES $ 104,059 ------------- $ 277,762 SCHEDULE D, PART XI, LINE 4B SCHOLARSHIPS AND GRANTS $ 8,744,737 SCHEDULE D, PART XII, LINE 2D COST OF GOODS SOLD $ 173,703 FUNDRAISING EXPENSES $ 104,059 ------------- $ 277,762 SCHEDULE D, PART XII, LINE 4B SCHOLARSHIPS AND GRANTS $ 8,744,737 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE POLICY IS ON THE HOMEPAGE OF THE UNIVERSITY'S WEBSITE. SCHEDULE E, PART I, LINE 6A FEDERAL FINANCIAL AID St FUNDRAISING PROJECTS false STEER DINNER 440793 400168 40625 59099 600 44360 0 440793 400168 40625 59099 600 44360 104059 -63434 true INSTITUTIONAL FINANCIAL AID 976 8744737 SCHEDULE I, PART I, LINE 2 ALL GRANTS ARE INSTITUTIONAL FINANCIAL AID AND APPLIED DIRECTLY TO THE STUDENT'S ACCOUNT BY THE UNIVERSITY. X X true true X X X false true false false false false false false false MR RONALD SLEPITZA PRESIDENT ENDING 07/22 182903 0 89340 0 37917 0 1505 0 9398 0 321063 0 0 0 MR TIM KLOCKO VP FIN & ADMIN ENDING 03/2023 111024 0 53813 0 0 0 1720 0 20434 0 186991 0 0 0 MR JAMES BURKEE PRESIDENT BEGINNING 03/22 218283 0 0 0 39797 0 0 0 9023 0 267103 0 0 0 MR JOSEPH SNORGRASS FACULTY 149713 0 0 0 0 0 14565 0 7964 0 172242 0 0 0 MS MAGGIE MOHRFELD VP ADVANCEMENT 140135 0 0 0 0 0 14710 0 598 0 155443 0 0 0 MS ALEXANDRA ADAMS EXECUTIVE VP 120364 0 26250 0 0 0 20826 0 10149 0 177589 0 0 0 SCHEDULE J, PART I, LINE 1A HOUSING ALLOWANCE AND CLUB DUES ARE PROVIDED TO RONALD SLEPITZA/PRESIDENT, AND ALL AMOUNTS ARE INCLUDED IN HIS W-2 AS COMPENSATION. HOUSING ALLOWANCE IS PROVIDED TO JAMES BURKEE/PRESIDENT, AND THIS AMOUNT IS INCLUDED IN HIS W-2 AS COMPENSATION. SCHEDULE J, PART I, LINE 4B ACCRUED --------- MR. JONATHAN GAMBILL $ 10,981 MR. JOSEPH SNORGRASS $ 13,310 MS. ALEXANDRA ADAMS $ 19,326 MS. MAGGIE MOHRFELD $ 13,310 COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THE COMPENSATION IS EARNED BY OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THEN THE COMPENSATION IS GENERALLY REPORTED A SECOND TIME ON THE FORM 990 IN THE YEAR THE COMPENSATION IS PAID TO THE INDIVIDUAL. AS A RESULT OF THE REPORTING REQUIREMENT, AN ORGANIZATION COULD BE REQUIRED TO REPORT THE SAME COMPENSATION ON FORM 990 IN TWO DIFFERENT YEARS. A MISSOURI HEALTH AND EDUCATION FACILITIES AUTHORITY 431178966 000000000 2019-02-13 13435000 FOR DESCRIPTION, SEE PART VI false false false A 0 0 13435000 0 0 0 230767 0 0 0 13204233 0 2016 true true true true A false true true true false 0 false false false true A false true true false 0 false 0 false true A true SCHEDULE K, PART I, LINE A, Column (f) REFINANCED BONDS ORIGINALLY ISSUED 6/15/2011 AND SUBSEQUENTLY REISSUED 9/18/2013. The Bonds also were reissued to finance taxable construction loan. SCHEDULE K, PART II, LINE 11 REFINANCED BONDS ORIGINALLY ISSUED 6/15/2011 AND SUBSEQUENTLY REISSUED 9/18/2013. THE BONDS ALSO WERE REISSUED TO REFINANCE TAXABLE CONSTRUCTION LOAN. X 2 7250 FMV X SPORTS MEMORABILIA 1 9280 FMV X EVENT TICKETS 1 2500 FMV X KNIFE SET 1 950 FMV false true false SCHEDULE M, PART I, COLUMN B THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS DURING THE YEAR. FORM 990, PART III, LINE 1 AVILA UNIVERSITY, A CATHOLIC UNIVERSITY SPONSORED BY SAINT JOSEPH EDUCATIONAL MINISTRIES, A MINISTERIAL PUBLIC JURIDIC PERSON OF THE CATHOLIC CHURCH (SJEM), IS A VALUES-BASED COMMUNITY OF LEARNING PROVIDING LIBERAL ARTS, PROFESSIONAL, UNDERGRADUATE AND GRADUATE EDUCATION TO PREPARE STUDENTS FOR RESPONSIBLE LIFELONG CONTRIBUTIONS TO THE GLOBAL COMMUNITY. FORM 990, PART III, LINE 4A Avila University, located in Kansas City, Mo, and serving students from across the world, believes in offering access to Education Without Limits and inviting students to define what that means to them personally as individuals and collectively across campus. Founded in 1916 by the Sisters of St. Joseph of Carondelet, Avila has been focused on the development of the whole person for more than a century, providing a liberal arts education rooted in values of service, diversity, excellence in teaching and learning. In 2023, Avila celebrated a historic milestone, welcoming its largest-ever incoming class of freshmen. The rapid growth is the most recent testament to the school's focus on making degrees accessible through robust scholarship programs and financial aid. Thanks to decades of strategic planning and tireless teamwork by faculty and staff, Avila is now the educational home to students from 26 countries, studying an expanded curriculum that offers more than 60 majors. That's the power of Education Without Limits. FORM 990, PART VI, SECTION A, LINE 7A THE UNIVERSITY IS SPONSORED BY SAINT JOSEPH EDUCATIONAL MINISTRIES, A MINISTERIAL PUBLIC JURIDIC PERSON OF THE CATHOLIC CHURCH (SJEM). THE CHAIRPERSON OF THE BOARD OF TRUSTEES SHALL PROVIDE A LIST OF NEW BOARD CANDIDATES TO SJEM FOR PRIOR APPROVAL. THE BOARD OF TRUSTEES HAS A STRONG PREFERENCE FOR THE PARTICIPATION BY REPRESENTATIVES OF THE SISTERS OF SAINT JOSEPH OF CARONDELET, ST. LOUIS PROVINCE ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTNG 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 MADE ARE MADE. THE 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING THE 990. ANY QUESTIONS AND CONCERNS THE AUDIT COMMITTEE HAVE ARE ADDRESSED AND ANY CONCERNS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C AVILA UNIVERSITY EMPLOYEES AND BOARD OF TRUSTEES SHOULD MAKE DECISIONS AND TAKE ACTION IN A MANNER WHICH PROMOTES THE BEST INTERESTS OF AVILA UNIVERSITY AND AVOID THE PROSPECT OR APPEARANCE OF A CONFLICT OR DUALITY OF INTEREST. AT THE TIME OF EMPLOYMENT (OR ELECTION IN THE CASE OF A BOARD MEMBER) AND ANNUALLY THEREAFTER, AVILA UNIVERSITY PROVIDES TO THE BOARD AND TO ALL EXECUTIVE OFFICERS AND KEY ADMINISTRATIVE STAFF, A COPY OF THE CONFLICT OF INTEREST POLICY AND THE APPLICABLE CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE. THE FORMS ARE COMPILED AND A REPORT OF THE RESULTS IS THEN SUBMITTED TO THE BOARD. IF THERE IS A CONFLICT THE INDIVIDUAL WITH A CONFLICT ABSTAINS FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A & 15B LINE 15A: THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S SALARY ANNUALLY AT THE TIME OF THE RENEWAL OF THE PRESIDENT'S CONTRACT, USING SURVEY DATA AND APPROVAL BY THE BOARD OF TRUSTEES. LINE 15B: SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND COMPARED AGAINST HR AND SURVEY DATA ANNUALLY BY THE HR DEPARTMENT AND THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THEIR AUDITED FINANCIAL STATEMENTS TO GUIDESTAR FOR PUBLIC INSPECTION. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. AMENDED RETURN THE TAX RETURN IS BEING AMENDED TO ADJUST AND CORRECTLY REPORT UNRELATED BUSINESS INCOME RELATED TO AVILA UNIVERSITY'S SUMMER CONFERENCE.