MARQUETTE UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARQUETTE UNIVERSITY (EIN 39-0806251)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-06
- IRS object ID
- 201441269349300329
- Schema version
- 2012v2.2
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-06T10:32:40-00:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806251 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marquette University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARQ | NameControl |
| Phone | 4142887933 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1881 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532011881 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John C Lamb | Name |
| Title | Vice President for Finance | Title |
| Phone | 4142881671 | Phone |
| Date Signed | 2014-05-05 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
| 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 | Rev Robert A Wild SJ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1881 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532011881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 760541875 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.marquette.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | Marquette is a Catholic, Jesuit university. Our mission is the search for truth, the discovery and sharing of knowledge, the fostering of personal and professional excellence, the promotion of a life of faith and the development of leadership expressed in service to others. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8763 | TotalNbrEmployees |
| Total Nbr Volunteers | 785 | TotalNbrVolunteers |
| Total Gross UBI | 869760 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 61041 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 52514565 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 53613164 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 400437435 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 408304836 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14245000 | InvestmentIncomePriorYear |
| Investment Income Current Year | 16310000 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 16762000 | OtherRevenuePriorYear |
| Other Revenue Current Year | 18459000 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 483959000 | TotalRevenuePriorYear |
| Total Revenue Current Year | 496687000 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 105014212 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 110879455 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 227113904 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 235146000 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 126213 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 135023 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 16622128 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 128919671 | OtherExpensePriorYear |
| Other Expenses Current Year | 131298522 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 461174000 | TotalExpensesPriorYear |
| Total Expenses Current Year | 477459000 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 22785000 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 19228000 | RevenuesLessExpensesCY |
| Total Assets BOY | 1155546000 | TotalAssetsBOY |
| Total Assets EOY | 1226905000 | TotalAssetsEOY |
| Total Liabilities BOY | 343567000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 377767000 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 811979000 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 849138000 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Marquette is a Catholic, Jesuit university. Our mission is the search for truth, the discovery and sharing of knowledge, the fostering of personal and professional excellence, the promotion of a life of faith and the development of leadership expressed in service to others. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 218946000 | Expense |
| Grants | 108975000 | Grants |
| Revenue | 347536000 | Revenue |
| Description | Instruction Consistently ranked among the top 100 colleges and universities nationwide, Marquette annually enrolls more than 11,700 students in undergraduate, graduate and professional programs and confers more than 2,800 degrees annually. Marquette offers 78 undergraduate majors and 77 minors to students in the College of Arts and Sciences, Business Administration, Communication, Education, Engineering, Health Sciences, Nursing and Professional Studies. Marquettes graduate and professional programs offer 21 doctoral degrees, 43 masters degrees and 33 graduate certificate programs including dentistry, law, graduate business and professinal studies. The Graduate School of Management has nationally ranked MBA programs as well as specialty masters programs in several business areas. Marquette has Wisconsins only School of Dentistry and one of only two law schools in the state. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 53013000 | Expense |
| Revenue | 13364000 | Revenue |
| Description | Student Services We know that learning occurs outside, as well as inside, the classroom. Our core values of excellence, faith, leadership and service are fostered through student participation in our residence hall communities and campus organizations, which include academic and professional groups, club and recreational sports, spiritual activities and community service organizations. Marquettes urban location just blocks from downtown Milwaukee gives students ample opportunities for internships, co-op experiences and part-time employment. On campus, professionals in the Office of Student Affairs, Student Health Service, Counseling Center and Campus Ministry, as well as faculty and other staff, help students as they navigate the challenges of young adult life. Marquette also has an Educational Opportunity Program, which provides academic opportunity and support to first-generation college students, students form under-represented groups or ethnicities and students from low-income families. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 42448862 | Expense |
| Revenue | 2102000 | Revenue |
| Description | Academic Support All Marquette undergraduates receive a strong liberal arts foundation through the universitys Core of Common Studies, which includes courses in nine core knowledge areas. Curriculum development is an ongoing process, with faculty support available through the Center for Teaching and Learning, the Instructional Media Center and various departmental resources. Programs for faculty development include curriculum enhancement and diversity grants, teaching enhancement awards, fellowship awards for research, young scholar awards and summer faculty fellowships. The Preparing Future Faculty PFF Program encourages the development of graduate students for the multiple roles they will face as faculty members. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 89056000 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 61672662 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 403463862 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | 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 | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | 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 | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 1633 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 8763 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Name Of Foreign Country | SF | NameOfForeignCountry |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | 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 | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | 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 | false | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Dennis J Butler | NamePerson |
| Telephone Number | 4142887933 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 933 W Wisconsin Ave | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53233 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Ms Natalie A Black | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr John F Ferraro | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Rev James P Flaherty SJ | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Richard J Fotsch | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Rev James G Gartland SJ | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Darren R Jackson | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr James F Janz | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Rev Timothy R Lannon SJ | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Rev Thomas A Lawler SJ | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Patrick S Lawton | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr John P Lynch | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Alfred C McGuire | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ms Kelly McShane | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Arnold L Mitchem | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Rev Joseph M O'Keefe SJ | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr James D O'Rourke | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Dr Janis M Orlowski MD MACP | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ms Kristine A Rappe | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Glenn A Rivers | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Hon W Greg Ryberg | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Scott H Schroeder | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ms Mary Ellen Stanek | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Owen J Sullivan | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Charles M Swoboda | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ms Cherryl T Thomas | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Benjamin S Tracy | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ms Margaret M Troy | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ms Rhona Vogel | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr James M Weiss | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Thomas H Werner | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Rev Michael A Zampelli SJ | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ms Anne A Zizzo | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Rev Scott R Pilarz SJ | |||||||||
| President | 040.00 | 150190 | 0 | 0 | X | ||||
| Dr John J Pauly | |||||||||
| Corp Vice President | 040.00 | 321408 | 0 | 0 | X | ||||
| Mr John C Lamb | |||||||||
| Corp Treasurer | 040.00 | 309772 | 0 | 0 | X | ||||
| Ms Mary L Austin | |||||||||
| Corp Asst Treasurer | 040.00 | 179033 | 0 | 0 | X | ||||
| Mr Steven W Frieder | |||||||||
| Corp Secretary | 040.00 | 91657 | 0 | 0 | X | ||||
| Ms Cynthia M Bauer | |||||||||
| Corp Asst Secretary | 040.00 | 223051 | 0 | 0 | X | ||||
| Dr Margaret F Callahan | |||||||||
| Interim Provost | 040.00 | 223746 | 0 | 0 | X | ||||
| Dr Mary A DiStanislao | |||||||||
| Executive Vice President | 040.00 | 263935 | 0 | 0 | X | ||||
| Mr Lawrence R Williams | |||||||||
| Athletic Director | 040.00 | 317235 | 0 | 0 | X | ||||
| Mr Brent L Williams | |||||||||
| Mens Basketball Coach | 040.00 | 1798566 | 0 | 0 | X | ||||
| Ms Terri L Mitchell | |||||||||
| Womens Basketball Coach | 040.00 | 439420 | 0 | 0 | X | ||||
| Mr Joseph D Kearney | |||||||||
| Dean Law School | 040.00 | 310407 | 0 | 0 | X | ||||
| Dr Robert H Bishop | |||||||||
| Dean Engineering College | 040.00 | 302616 | 0 | 0 | X | ||||
| Dr William K Lobb | |||||||||
| Dean Dental School | 040.00 | 290840 | 0 | 0 | X | ||||
| Mr Gregory J Kliebhan | |||||||||
| Former Corp VP | 343756 | 0 | 0 | X | |||||
| Ms Julie A Tolan | |||||||||
| Former VP University Advancement | 355519 | 0 | 0 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5921151 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 356 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | true | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Sodexo Inc | |||||
| P O Box 2165 | Milwaukee | WI | 53201 | Food service | 12025338 |
| Jens Construction Corporation | |||||
| N26 W23314 Paul Road | Pewaukee | WI | 53072 | Construction services | 2419568 |
| Private Jet Services Group Inc | |||||
| 3 Park Circle | North Hampton | NH | 03862 | Professional services | 1128729 |
| Boldt Company | |||||
| N21 W23340 Ridgeview Pkwy | Waukesha | WI | 53188 | Construction services | 971239 |
| C G Schmidt Inc | |||||
| 11777 W Lake Park Drive | Milwaukee | WI | 53224 | Construction services | 952354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 49 | NumberOfContractorsGT100K |
| Fundraising Events | 157533 | FundraisingEvents |
| Government Grants | 8446791 | GovernmentGrants |
| All Other Contributions | 45008840 | AllOtherContributions |
| Noncash Contributions | 15033932 | NoncashContributions |
| Total Contributions | 53613164 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Tuition and fees | 611710 | 337783000 | 337783000 | |
| Sales by educational departments | 611710 | 9753000 | 9753000 | |
| Auxiliary enterprises | 611710 | 47035000 | 46165240 | 869760 |
| Fees/contracts with governmental agencies | 900099 | 13733836 | 13733836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 408304836 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 409000 | TotalRevenueColumn |
| Exclusion | $409,000 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51788 | TotalRevenueColumn |
| Exclusion | $51,788 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 658910 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 551184 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 107726 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107726 | TotalRevenueColumn |
| Exclusion | $107,726 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 277649000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 261748000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 15901000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15901000 | TotalRevenueColumn |
| Exclusion | $15,901,390 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 109091 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 157533 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 109091 | FundraisingDirectExpenses |
| Gross Sales Of Inventory | 2506500 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1446600 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1059900 | TotalRevenueColumn |
| Exclusion | $1,059,900 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Student services | 900099 | 11921000 | 11921000 |
| Educational programs | 900099 | 2102000 | 2102000 |
| Commission revenue | 900099 | 1443000 | 1443000 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1773586 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1773586 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 17239586 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 496687000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 424674662 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 869760 | UnrelatedBusinessRevenue |
| Exclusion | $17,529,804 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1904455 | Total |
| Program Services | 1904455 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107458044 | Total |
| Program Services | 107458044 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1516956 | Total |
| Program Services | 1516956 | ProgramServices |
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 | 2080027 | Total |
| Program Services | 540980 | ProgramServices |
| Management And General | 1539047 | 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 | 178455973 | Total |
| Program Services | 141805020 | ProgramServices |
| Management And General | 25927800 | ManagementAndGeneral |
| Fundraising | 10723153 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10037318 | Total |
| Program Services | 7976552 | ProgramServices |
| Management And General | 1527098 | ManagementAndGeneral |
| Fundraising | 533668 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32820610 | Total |
| Program Services | 26082198 | ProgramServices |
| Management And General | 4993391 | ManagementAndGeneral |
| Fundraising | 1745021 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11752072 | Total |
| Program Services | 9339250 | ProgramServices |
| Management And General | 1787983 | ManagementAndGeneral |
| Fundraising | 624839 | 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 | 117365 | Total |
| Management And General | 115991 | ManagementAndGeneral |
| Fundraising | 1374 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239879 | Total |
| Management And General | 239879 | 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 | 135023 | Total |
| Fundraising | 135023 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7009278 | Total |
| Program Services | 5450545 | ProgramServices |
| Management And General | 886859 | ManagementAndGeneral |
| Fundraising | 671874 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1658000 | Total |
| Program Services | 829000 | ProgramServices |
| Management And General | 753282 | ManagementAndGeneral |
| Fundraising | 75718 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34765196 | Total |
| Program Services | 32773406 | ProgramServices |
| Management And General | 1961573 | ManagementAndGeneral |
| Fundraising | 30217 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6101442 | Total |
| Program Services | 1861623 | ProgramServices |
| Management And General | 4214278 | ManagementAndGeneral |
| Fundraising | 25541 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11884187 | Total |
| Program Services | 11563435 | ProgramServices |
| Management And General | 246894 | ManagementAndGeneral |
| Fundraising | 73858 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11548134 | Total |
| Program Services | 9564788 | ProgramServices |
| Management And General | 816227 | ManagementAndGeneral |
| Fundraising | 1167119 | 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 | 815635 | Total |
| Program Services | 665116 | ProgramServices |
| Management And General | 88015 | ManagementAndGeneral |
| Fundraising | 62504 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8724000 | Total |
| Program Services | 6412000 | ProgramServices |
| Management And General | 2312000 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32652000 | Total |
| Program Services | 25767616 | ProgramServices |
| Management And General | 6884384 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2953000 | Total |
| Program Services | 2521862 | ProgramServices |
| Management And General | 431138 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Equipment rental maintenance | 7747366 | 6554836 | 1192530 | |
| Printing publications | 2294491 | 1135624 | 751526 | 407341 |
| Postage shipping | 1175360 | 659185 | 276168 | 240007 |
| UBIT | 20189 | 20189 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1593000 | Total |
| Program Services | 1081371 | ProgramServices |
| Management And General | 406758 | ManagementAndGeneral |
| Fundraising | 104871 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 477459000 | Total |
| Program Services | 403463862 | ProgramServices |
| Management And General | 57373010 | ManagementAndGeneral |
| Fundraising | 16622128 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36109000 | BOY |
| EOY | 41692000 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78895000 | BOY |
| EOY | 62897000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12772000 | BOY |
| EOY | 12277000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43054000 | BOY |
| EOY | 41899000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 940000 | BOY |
| EOY | 962000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6213000 | BOY |
| EOY | 7454000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 905318000 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 406465000 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 496795000 | BOY |
| EOY | 498853000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201014000 | BOY |
| EOY | 212593000 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222041000 | BOY |
| EOY | 268565000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57713000 | BOY |
| EOY | 79713000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1155546000 | BOY |
| EOY | 1226905000 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38175000 | BOY |
| EOY | 41475000 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20349000 | BOY |
| EOY | 27821000 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205545000 | BOY |
| EOY | 243205000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 949000 | BOY |
| EOY | 741000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78549000 | BOY |
| EOY | 64525000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 343567000 | BOY |
| EOY | 377767000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195514000 | BOY |
| EOY | 202547000 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 301387000 | BOY |
| EOY | 308578000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315078000 | BOY |
| EOY | 338013000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 811979000 | BOY |
| EOY | 849138000 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1155546000 | BOY |
| EOY | 1226905000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 19228000 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 29202000 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | -7021000 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | -4250000 | 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 |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $50,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 50000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| 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 | 442886000 | BeginningOfYearBalance |
| Contributions | 25480000 | Contributions |
| Investment Earnings Or Losses | 44193000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7380358 | GrantsOrScholarships |
| Other Expenditures | 11667642 | OtherExpenditures |
| End Of Year Balance | 493511000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 441959000 | BeginningOfYearBalance |
| Contributions | 15348000 | Contributions |
| Investment Earnings Or Losses | 3137000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6947863 | GrantsOrScholarships |
| Other Expenditures | 10610137 | OtherExpenditures |
| End Of Year Balance | 442886000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 358187000 | BeginningOfYearBalance |
| Contributions | 29881000 | Contributions |
| Investment Earnings Or Losses | 70542000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5747036 | GrantsOrScholarships |
| Other Expenditures | 10903964 | OtherExpenditures |
| End Of Year Balance | 441959000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 318616000 | BeginningOfYearBalance |
| Contributions | 16049000 | Contributions |
| Investment Earnings Or Losses | 37998000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5747036 | GrantsOrScholarships |
| Other Expenditures | 8728964 | OtherExpenditures |
| End Of Year Balance | 358187000 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 390220000 | BeginningOfYearBalance |
| Contributions | 12450000 | Contributions |
| Investment Earnings Or Losses | -70862000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5166689 | GrantsOrScholarships |
| Other Expenditures | 8025311 | OtherExpenditures |
| End Of Year Balance | 318616000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.19000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.69000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39361592 | OtherCostOrOtherBasis |
| Book Value | 34722634 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 592261820 | OtherCostOrOtherBasis |
| Depreciation | 226508838 | Depreciation |
| Book Value | 365752982 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 143447296 | OtherCostOrOtherBasis |
| Depreciation | 109539162 | Depreciation |
| Book Value | 33908134 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 130247292 | OtherCostOrOtherBasis |
| Depreciation | 65778042 | Depreciation |
| Book Value | 64469250 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 498853000 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 17035000 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Financial derivatives and other financial products | 17035000 | F |
| Closely-held equity interests | ||
| Alternate investments | 232010000 | F |
| Real estate ltd partnerships | 19520000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 268565000 | TotalOfBookValueSecurities |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Collateral held under securities lending agreement | 20186000 |
| Funds held in trust by others | 21086000 |
| Unexpended bond proceeds | 37945000 |
| Cash surrender value of life insurance | 431000 |
| Property held for investment | 65000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 79713000 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Federal income taxes | |
| Payables under security lending agreement | $20,186,000 |
| Payable to beneficiaries under split-interet agreements | $4,282,000 |
| Refundable federal loan grants | $35,749,000 |
| Postretirement benefits payable | $4,308,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 64525000 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 391156000 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -108975000 | OtherRevenues |
| Revenue Not Rptd F990 | -108975000 | RevenueNotRptdF990 |
| Revenue Subtotal | 500131000 | RevenueSubtotal |
| Other Revenues Not Included | -3444000 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -3444000 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 496687000 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 368484000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -108975000 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -108975000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 477459000 | ExpensesSubtotal |
| Total Expenses Per Form990 | 477459000 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| III | 1a | The University has various collections of fine arts in museums, libraries and on loan. The University does not assign or record a value to art works and other collections received as gifts or purchased with contributions restricted for that purpose. Valuations for some collections are updated periodically, and as such, the total value of all fine arts may vary with appraisals and/or auction prices. Accordingly, the value of fine art and other collections has been excluded from the statements of financial position. Proceeds, if any, from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. The art and other collections are subject to a requirement that proceeds from their sales be used to acquire other items for collections. Fine arts are included in insurance coverage for University property and a separate policy is also secured for fine art of high value and where appraised values are listed. As of both June 30, 2013 and 2012, the specific policy covering highly valued works provideds for insured coverage of 79,000,000 aggregate limit for any one loss or any one occurrence and includes some appraised items from library collections. As of both June 30, 2013 and 2012, additional fine art values covered for loss in other insurance programs are estimated of approximately 3,800,000. |
| III | 4 | The Haggerty Museum serves as a laboratory for learning focused on visual arts by collecting, exhibiting and interpreting works of art in the context of Marquette University and the City of Milwaukee. The Museums exhibitions and educational programs are designed to contribute to transformational life-long learning and enjoyment of the arts. |
| V | 4 | Endowment earnings are used for student scholarships, academic program support and general operations. |
| X | 2 | The University is generally exempt from federal income tax pursuant to Section 501c3 of the Internal Revenue Code the Code and is a tax-exempt organization described in Sections 501c3, 509a1 and 170b1Aii of the Code. The Financial Accounting Standards Board FASB issued guidance prescribing how an organization should recognize, measure, present and disclose in its financial statements uncertain tax positions. The University must recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. As of both June 30, 2013 and 2012, the University did not have any uncertain tax positions. |
| XI | 2d | Tuition discounts |
| XI | 4d | Endowment income in excess of operations unrealized gains |
| XII | 2d | Tuition discounts |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I | Identifier |
| Return Reference | 6a | ReturnReference |
| Explanation | The university receives a variety of federal and state grants. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees |
|---|---|---|---|---|---|
| Central America and the Caribbean | Program services | International education | 6800 | ||
| East Asia and the Pacific | Program services | International education | 66278 | ||
| Europe | Program services | International education | 1399061 | 1 | 1 |
| South America | Program services | International education | 69923 | ||
| Sub-Saharan Africa | Program services | International education | 448848 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 2 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1990910 | SubtotalAmountSpent |
| Total Amount Spent | 1990910 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (5 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| Scholarship | Central America and the Caribbean | 3 | 6800 | cash, wire | FMV |
| Scholarship | East Asia and the Pacific | 11 | 66278 | cash, wire | FMV |
| Scholarship | Europe | 189 | 1243000 | cash, wire | FMV |
| Scholarship | South America | 8 | 69923 | cash, wire | FMV |
| Scholarship | Sub-Saharan Africa | 22 | 130955 | cash, wire | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | Students receive aid that is applied toward the tuition expenses for courses taken in the study abroad programs. At the completion of the course, the participating institutions send to Marquette a transcript for each student. The Registrars Office at Marquette certifies the transcripts, then sends them to the Office International Education or the College of Business dependent on program for further review and evaluation. After this reveiw they are returned to the Registrars Office and course credit, if applicable, is applied to the student records. | Explanation |
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 | Daniel G Reagan | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 S Michigan | AddressLine1 |
| City | South Bend | City |
| State | IN | State |
| ZIP Code | 46601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Campaign planning | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Amount Retained By Contractor | 135023 | AmountRetainedByContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 135023 | TotalRetainedByContractors |
| All States | All States | AllStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Blue Gold Auction | NameOfEvent1 |
| Gross Receipts Event1 | 115878 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 70853 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 45025 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 18978 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 26047 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Engineering Auction | NameOfEvent2 |
| Gross Receipts Event2 | 58166 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 37401 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 20765 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 9500 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 11265 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 92580 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 49279 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 43301 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 24856 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 18445 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 266624 | GrossReceiptsTotal |
| Charitable Contributions Total | 157533 | CharitableContributionsTotal |
| Gross Revenue Total Events | 109091 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 53334 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 55757 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 109091 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Aurora Health Care Inc | |||||||
| P O Box 343910 | Milwaukee | WI | 532343910 | 391442285 | 501c3 | 71425 | Instruction |
| Board of Regents of the UW System | |||||||
| Drawer 538 | Milwaukee | WI | 532780538 | 396006492 | 501c3 | 54271 | Instruction |
| Board of Regents of the UW System | |||||||
| Drawer 538 | Milwaukee | WI | 532780538 | 396006492 | 501c3 | 29301 | Research |
| Board of Regents of the UW System | |||||||
| Drawer 538 | Milwaukee | WI | 532780538 | 396006492 | 501c3 | 51233 | Instruction |
| Commander Indian Head Div NSWC | |||||||
| 4104 Evans Way Ste 102 | Indiuan Head | MD | 206405102 | 501c3 | 50000 | Research | |
| Concordia University | |||||||
| 12800 N Lake Shorer Dr | Mequon | WI | 53097 | 390833608 | 501c3 | 9979 | Research |
| ICAHN | |||||||
| 245 Backbone Rd E | Princeton | IL | 60356 | 550809159 | 501c3 | 56322 | Instruction |
| Medical College of Wisconsin | |||||||
| P O Box 26509 | Milwaukee | WI | 532260509 | 390806261 | 501c3 | 303689 | Research |
| Medical College of Wisconsin | |||||||
| P O Box 26509 | Milwaukee | WI | 532260509 | 390806261 | 501c3 | 74563 | Instruction |
| Milwaukee School of Engineering | |||||||
| 1025 N Broadway | Milwaukee | WI | 53202 | 390477970 | 501c3 | 7577 | Research |
| Ministry Health Care | |||||||
| 900 Illinois Ave | Stevens Point | WI | 54481 | 391490371 | 501c3 | 38956 | Instruction |
| Penfield Children's Center | |||||||
| 833 N 26th STreet | Milwaukee | WI | 53233 | 391093701 | 501c3 | 17505 | Research |
| Rehabilitation Institute of Chicago | |||||||
| 345 E Superior St Onterie Rm 848 | Chicago | IL | 606114496 | 362256036 | 501c3 | 493556 | Research |
| Rural connection | |||||||
| 190 E Bannock | Boise | ID | 83712 | 501c3 | 12897 | Instruction | |
| SRI International | |||||||
| P O Box 2767 | Menlo Park | CA | 940252767 | 941160950 | 501c3 | 82361 | Research |
| United Community Center | |||||||
| 1028 S 9th Street | Milwaukee | WI | 53204 | 391146191 | 501c3 | 153752 | Other |
| University of Illinois | |||||||
| 501 E Daniel St | Champaign | IL | 618206211 | 376000511 | 501c3 | 55433 | Research |
| University of Illinois | |||||||
| 501 E Daniel St | Champaign | IL | 618206211 | 376000511 | 501c3 | 12712 | Instruction |
| University of Louisville | |||||||
| Jouett Hall Room6605 | Louisville | KY | 40292 | 611029626 | 501c3 | 98809 | Research |
| University of NC Chapel Hill | |||||||
| 141 Dey Hall | Chapel Hill | NC | 275993170 | 566001393 | 501c3 | 30168 | Research |
| University of Virginia | |||||||
| P O Box 400203 | Charlottesville | VA | 229044203 | 546001796 | 501c3 | 34378 | Instruction |
| Univeristy of Wisconsin-Milwaukee | |||||||
| P O Box 413 Union Box 88 | Milwaukee | WI | 53201 | 391805963 | 501c3 | 165568 | Research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 22 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Undergraduate competitive scholarships | 7474 | 72816803 |
| Undergraduate noncompetitive scholarships | 443 | 6155984 |
| Financial aid for room and board | 3142 | 17888700 |
| Graduate scholarships | 1312 | 10596557 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | Most, if not all student scholarships are credited to the student accounts without the funds passing through the students hands. Sources outside the university that provide scholarships are encouraged to remit payment directly to the university, which credits the student account upon receipt. Institutional aid is almost always credited directly to the student accounts. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|---|---|
| Rev Scott R Pilarz SJ | ||||||
| President | 100000 | 50190 | 150190 | |||
| Dr John J Pauly | ||||||
| Corp Vice President | 321408 | 357741 | 20000 | 16333 | ||
| Mr John C Lamb | ||||||
| Corp Treasurer | 309772 | 331045 | 20000 | 1273 | ||
| Ms Mary L Austin | ||||||
| Corp Asst Treasurer | 179033 | 245879 | 14328 | 52518 | ||
| Ms Cynthia M Bauer | ||||||
| Corp Asst Secretary | 223051 | 257447 | 18063 | 16333 | ||
| Dr Margaret F Callahan | ||||||
| Interim Provost | 223746 | 311990 | 18561 | 69683 | ||
| Dr Mary A DiStanislao | ||||||
| Executive Vice President | 263935 | 290501 | 18000 | 8566 | ||
| Mr Lawrence R Williams | ||||||
| Athletic Director | 317235 | 352207 | 20000 | 14972 | ||
| Mr Brent L Williams | ||||||
| Mens Basketball Coach | 1600279 | 33287 | 1834899 | 20000 | 16333 | 165000 |
| Ms Terri L Mitchell | ||||||
| Womens Basketball Coach | 439420 | 465663 | 20000 | 6243 | ||
| Mr Joseph D Kearney | ||||||
| Dean Law School | 310407 | 346740 | 20000 | 16333 | ||
| Dr Robert H Bishop | ||||||
| Dean Engineering College | 302616 | 338949 | 20000 | 16333 | ||
| Dr William K Lobb | ||||||
| Dean Dental School | 290840 | 327173 | 20000 | 16333 | ||
| Mr Gregory J Kliebhan | ||||||
| Former Corp VP | 343756 | 380089 | 20000 | 16333 | ||
| Ms Julie A Tolan | ||||||
| Former VP University Advancement | 355519 | 384052 | 12200 | 16333 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| I | 1a | First Class or charter travel is offered on a limited basis. Travel for companions is offered on a limited basis. Tax indemnification and gross-up payments are offered to university employees on a limited basis. Health or social club dues or initiation fees are offered on a limited basis. Housing is offered on a limited basis. |
| I | 4a | Gregory J Kliebhan was paid 343,756 in severance. Julie Tolan was paid 355,519 in severance. |
| 1 | 7 | Bonus and incentive compensation are offered on a limited basis. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| WHEFA 2012 | ||||||||
| A | 391337855 | 97710B5G3 | 2012-10-04 | 96596215 | Various construction projects | false | false | false |
| WHEFA 2011A | ||||||||
| B | 391337855 | 97710BD90 | 2011-02-17 | 27265000 | Various construction projects | false | false | false |
| WHEFA 2008B-3 | ||||||||
| C | 391337855 | 99710BDT6 | 2008-11-20 | 33100000 | Various construction projects | false | false | false |
| WHEFA 2008B-2 | ||||||||
| D | 391337855 | 97710BET5 | 2008-10-01 | 18765000 | Various construction projects | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount RetiredAmountRetired | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 96596215 | 50844219 | 751996 | 7055000 | 37945000 | true | false | false | true | ||
| B | 27669462 | 27332365 | 337097 | true | false | true | true | 7015000 | 2011 | ||
| C | 33708889 | 360000 | 33348889 | false | false | true | true | 2645000 | 2011 | ||
| D | 19132581 | 215000 | 18917581 | true | true | 1580000 | 2010 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | true | false | false | 0.00780 | 0.00780 | false | false | true | |
| B | false | false | true | false | false | 0.01220 | 0.01220 | false | false | true | |
| C | false | false | true | false | false | 0.01070 | 0.03840 | false | false | true | 0.02770 |
| D | false | false | true | false | false | 0.01120 | 0.01120 | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|
| A | false | true | false | false | false | false | true |
| B | false | true | false | false | false | false | true |
| C | false | true | false | false | false | false | true |
| D | false | true | false | false | false | false | true |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
| C | true |
| D | true |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| WHEFA 2008B-1 | ||||||||
| A | 391337855 | 97710BES7 | 2008-10-01 | 31795000 | Various construction projects | false | false | false |
| WHEFA 2007A & 2007B | ||||||||
| B | 391337855 | 97710V4Y1 | 2007-10-23 | 55000000 | Various construction projects | false | true | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 2540000 | 31874869 | 12885000 | 439887 | 18549982 | 2010 | true | false | true | true |
| B | 6645000 | 57389183 | 1014631 | 56374552 | 2011 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | true | false | false | 0.01380 | 0.01380 | false | false | true | |
| B | false | false | true | false | false | 0.01770 | 0.04030 | false | false | true | 0.02260 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | No Rebate DueNoRebateDue |
|---|---|---|---|---|---|---|---|---|
| A | false | true | false | false | false | false | true | |
| B | false | false | false | false | false | true | false |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IV | Identifier |
| Return Reference | 2c | ReturnReference |
| Explanation | Arbitrage calculation on WHEFA 2007A and 2007B done 10/23/12 | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Amount Of GrantAmountOfGrant | Purpose Of AssistancePurposeOfAssistance |
|---|---|---|
| Various | 41358 | Merit based scholarship |
| Various | 89535 | Tuition remission |
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Ms Natalie A Black | |||
| Trustee | 386620 | Climate control systems | false |
| Mr Patrick S Lawton | |||
| Trustee | 1009255 | Facility rental, investment fees | false |
| Ms Kristine A Rappe | |||
| Trustee | 8930973 | Utilities | false |
| Ms Mary Ellen Stanek | |||
| Trustee | 9951993 | Utilities, adv, life ins, underwriting | false |
| Mr Owen J Sullivan | |||
| Trustee | 163362 | Advertising | false |
| Ms Anne A Zizzo | |||
| Trustee | 231378 | Media planning and buys | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IV | Identifier |
| Explanation | Ms. Kristine Rappe is an executive officer of Wisconsin Energy Corporation and Ms. Mary Ellen Stanek serves on the board of the same company. Mr. Owen J. Sullivan and Ms. Mary Ellen Stanek serve on the board of Journal Communications. Mr. Patrick S. Lawton and Ms. Mary Ellen Stanek serve on the board of Robert W. Baird Company. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 26 | NumberOfContributions |
| Method Of Determining Revenues | See Part II | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 270 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 14510142 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | See Part II | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3333 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Value of donated property | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 46 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 381016 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Value of donated property | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Auction | 222 | 59434 | Value of donated property |
| X | Catering/other | 74 | 80007 | Value of donated property |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 5 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| I | 1 | In accordance with SFAS 116, Marquette University does not inventory its collections of artwork, and therefore does not include in revenue the value of works contributed to the Museum. |
| I | 9 | The average of the high and low trading price for the security is calculated as of the day of donation. This average is multiplied by the number of shares received, yielding the value of the gift. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| ExplanationExplanation |
|---|
| Form 990 Part III Line 4d Auxiliary Enterprises Program Service Expenses 42,756,000 Grants and allocations 0 Revenue 48,808,586 |
| Form 990 Part III Line 4d Grants and Research Program Service Expenses 22,374,000 Grants and allocations 0 Revenue 13,733,836 |
| Form 990 Part III Line 4d Libraries Program Service Expenses 19,709,000 Grants and allocations 0 Revenue 0 |
| Form 990 Part III Line 4d Public Services Program Service Expenses 4,221,000 Grants and allocations 0 Revenue 0 |
| Form 990 Part IV Line 9 The university offers a voluntary, informational program on student financial aid options and debt management. The program is informational only the university is not the custodian of any assets. |
| Form 990 Part V Line 7h A new car was donated to the university exclusively to be used as a raffle prize. The university took title and insured the vehicle, then transferred the title to the raffle winner with no intervening use of or modifications to it. |
| Form 990 Part VI Section A Line 2 Ms. Kristine Rappe is an executive officer with Wisconsin Energy Corp. and Ms. Mary Ellen Stanek serves on the board of the same company. Mr. Owen J. Sullivan and Ms. Mary Ellen Stanek serve on the board of Journal Communications. Mr. Patrick S. Lawton and Ms. Mary Ellen Stanek serve on the board of Robert W. Baird Company. |
| Form 990 Part VI Section B Line 11b The governance, compensation, related parties and bond sections of the Form 990 were reviewed by the Finance and Audit and Governance and Administration committees in February, 2014. The completed Form 990 was reviewed by the corporate officers in April 2014. Complete copies of the Form 990 were then provided to the Board of Trustees in April 2014.The Finance and Audit and Governance and Adminstration committees reviewed the completed Form 990 at the April 2014 Board of Trustees meeting. The chairs of those committees presented the Form 990 to the full Board of Trustees at the April 2014 meeting. |
| Form 990 Part VI Section B Line 12c Trustees and employees are required annually to disclose possible material interests and affliliations. |
| Form 990 Part VI Section B Line 15a b Comparable salary information for other Jesuit schools and other universities similar to Marquette along with the current Marquette salaries and performance evaluations are used to determine salaries. The Executive Committee of the Board of Trustees determines the officer and key employee salary increases if any. |
| Form 990 Part VI Section C Line 19 Governing documents, conflict of interest statements and the financial statements are available on the university website. |
| Form 990 Part VII Section A The University annually pays Marquette Jesuit Community, Inc., amounts based on their ongoing relationship, including the service of Jesuits as faculty, staff and the president of the University. |
| Form 990 Part VII Section A Line 5 A total of 916,250 was paid to Team Buzz Williams LLP, a company not related to the university. |
| Form 990 Part XI Line 9 Other changes in net assets consists of adjustments to allowance for uncollectibles, loss on bond refunding and other changes. |