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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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-05-06T10:32:40-00:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN390806251EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Marquette UniversityBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMARQNameControl
Phone4142887933Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O Box 1881AddressLine1
CityMilwaukeeCity
StateWIState
ZIP Code532011881ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJohn C LambName
TitleVice President for FinanceTitle
Phone4142881671Phone
Date Signed2014-05-05DateSigned
Authorize Third PartyfalseAuthorizeThirdParty
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRev Robert A Wild SJNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1P O Box 1881AddressLine1
CityMilwaukeeCity
StateWIState
ZIP Code532011881ZIPCode
FieldValueIRS element (for citing)
Gross Receipts760541875GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.marquette.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
State Legal DomicileWIStateLegalDomicile
Activity Or Mission DescriptionMarquette 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 Body30NbrVotingMembersGoverningBody
Nbr Independent Voting Members22NbrIndependentVotingMembers
Total Nbr Employees8763TotalNbrEmployees
Total Nbr Volunteers785TotalNbrVolunteers
Total Gross UBI869760TotalGrossUBI
Net Unrelated Business Txbl Income61041NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year52514565ContributionsGrantsPriorYear
Contributions Grants Current Year53613164ContributionsGrantsCurrentYear
Program Service Revenue Prior Year400437435ProgramServiceRevenuePriorYear
Program Service Revenue CY408304836ProgramServiceRevenueCY
Investment Income Prior Year14245000InvestmentIncomePriorYear
Investment Income Current Year16310000InvestmentIncomeCurrentYear
Other Revenue Prior Year16762000OtherRevenuePriorYear
Other Revenue Current Year18459000OtherRevenueCurrentYear
Total Revenue Prior Year483959000TotalRevenuePriorYear
Total Revenue Current Year496687000TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year105014212GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY110879455GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year227113904SalariesEtcPriorYear
Salaries Etc Current Year235146000SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year126213TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY135023TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year16622128TotalFundrsngExpCurrentYear
Other Expense Prior Year128919671OtherExpensePriorYear
Other Expenses Current Year131298522OtherExpensesCurrentYear
Total Expenses Prior Year461174000TotalExpensesPriorYear
Total Expenses Current Year477459000TotalExpensesCurrentYear
Revenues Less Expenses Prior Year22785000RevenuesLessExpensesPriorYear
Revenues Less Expenses CY19228000RevenuesLessExpensesCY
Total Assets BOY1155546000TotalAssetsBOY
Total Assets EOY1226905000TotalAssetsEOY
Total Liabilities BOY343567000TotalLiabilitiesBOY
Total Liabilities EOY377767000TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY811979000NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY849138000NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionMarquette 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 ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense218946000Expense
Grants108975000Grants
Revenue347536000Revenue
DescriptionInstruction 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

FieldValueIRS element (for citing)
Expense53013000Expense
Revenue13364000Revenue
DescriptionStudent 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

FieldValueIRS element (for citing)
Expense42448862Expense
Revenue2102000Revenue
DescriptionAcademic 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
FieldValueIRS element (for citing)
Total Of Other Program Service Exp89056000TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev61672662TotalOfOtherProgramServiceRev
Total Program Service Expense403463862TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingtrueCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualstrueMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersontrueGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With10961633NumberFormsTransmittedWith1096
Number W2 G Included1NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees8763NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountrySPNameOfForeignCountry
Name Of Foreign CountrySFNameOfForeignCountry
Name Of Foreign CountryITNameOfForeignCountry
Name Of Foreign CountryVINameOfForeignCountry
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form1098 C FiledfalseForm1098CFiled
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members30NbrVotingGoverningBodyMembers
Number Independent Voting Members22NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonDennis J ButlerNamePerson
Telephone Number4142887933TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1933 W Wisconsin AveAddressLine1
CityMilwaukeeCity
StateWIState
ZIP Code53233ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (48 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Ms Natalie A Black
Trustee001.00X000
Mr John F Ferraro
Trustee001.00X000
Rev James P Flaherty SJ
Trustee001.00X000
Mr Richard J Fotsch
Trustee001.00X000
Rev James G Gartland SJ
Trustee001.00X000
Mr Darren R Jackson
Trustee001.00X000
Mr James F Janz
Trustee001.00X000
Rev Timothy R Lannon SJ
Trustee001.00X000
Rev Thomas A Lawler SJ
Trustee001.00X000
Mr Patrick S Lawton
Trustee001.00X000
Mr John P Lynch
Trustee001.00X000
Mr Alfred C McGuire
Trustee001.00X000
Ms Kelly McShane
Trustee001.00X000
Dr Arnold L Mitchem
Trustee001.00X000
Rev Joseph M O'Keefe SJ
Trustee001.00X000
Mr James D O'Rourke
Trustee001.00X000
Dr Janis M Orlowski MD MACP
Trustee001.00X000
Ms Kristine A Rappe
Trustee001.00X000
Mr Glenn A Rivers
Trustee001.00X000
Hon W Greg Ryberg
Trustee001.00X000
Mr Scott H Schroeder
Trustee001.00X000
Ms Mary Ellen Stanek
Trustee001.00X000
Mr Owen J Sullivan
Trustee001.00X000
Mr Charles M Swoboda
Trustee001.00X000
Ms Cherryl T Thomas
Trustee001.00X000
Mr Benjamin S Tracy
Trustee001.00X000
Ms Margaret M Troy
Trustee001.00X000
Ms Rhona Vogel
Trustee001.00X000
Mr James M Weiss
Trustee001.00X000
Mr Thomas H Werner
Trustee001.00X000
Rev Michael A Zampelli SJ
Trustee001.00X000
Ms Anne A Zizzo
Trustee001.00X000
Rev Scott R Pilarz SJ
President040.0015019000X
Dr John J Pauly
Corp Vice President040.0032140800X
Mr John C Lamb
Corp Treasurer040.0030977200X
Ms Mary L Austin
Corp Asst Treasurer040.0017903300X
Mr Steven W Frieder
Corp Secretary040.009165700X
Ms Cynthia M Bauer
Corp Asst Secretary040.0022305100X
Dr Margaret F Callahan
Interim Provost040.0022374600X
Dr Mary A DiStanislao
Executive Vice President040.0026393500X
Mr Lawrence R Williams
Athletic Director040.0031723500X
Mr Brent L Williams
Mens Basketball Coach040.00179856600X
Ms Terri L Mitchell
Womens Basketball Coach040.0043942000X
Mr Joseph D Kearney
Dean Law School040.0031040700X
Dr Robert H Bishop
Dean Engineering College040.0030261600X
Dr William K Lobb
Dean Dental School040.0029084000X
Mr Gregory J Kliebhan
Former Corp VP34375600X
Ms Julie A Tolan
Former VP University Advancement35551900X
FieldValueIRS element (for citing)
Total Reportable Comp From Org5921151TotalReportableCompFromOrg
Number Individuals GT100 K356NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcestrueCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Sodexo Inc
P O Box 2165MilwaukeeWI53201Food service12025338
Jens Construction Corporation
N26 W23314 Paul RoadPewaukeeWI53072Construction services2419568
Private Jet Services Group Inc
3 Park CircleNorth HamptonNH03862Professional services1128729
Boldt Company
N21 W23340 Ridgeview PkwyWaukeshaWI53188Construction services971239
C G Schmidt Inc
11777 W Lake Park DriveMilwaukeeWI53224Construction services952354
FieldValueIRS element (for citing)
Number Of Contractors GT100 K49NumberOfContractorsGT100K
Fundraising Events157533FundraisingEvents
Government Grants8446791GovernmentGrants
All Other Contributions45008840AllOtherContributions
Noncash Contributions15033932NoncashContributions
Total Contributions53613164TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
Tuition and fees611710337783000337783000
Sales by educational departments61171097530009753000
Auxiliary enterprises6117104703500046165240869760
Fees/contracts with governmental agencies9000991373383613733836
FieldValueIRS element (for citing)
Total Program Service Revenue408304836TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column409000TotalRevenueColumn
Exclusion$409,000ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column51788TotalRevenueColumn
Exclusion$51,788ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real658910Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real551184Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real107726Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column107726TotalRevenueColumn
Exclusion$107,726ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other277649000Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other261748000Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other15901000Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column15901000TotalRevenueColumn
Exclusion$15,901,390ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events109091GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events157533CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses109091FundraisingDirectExpenses
Gross Sales Of Inventory2506500GrossSalesOfInventory
Cost Of Goods Sold1446600CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column1059900TotalRevenueColumn
Exclusion$1,059,900ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Student services9000991192100011921000
Educational programs90009921020002102000
Commission revenue90009914430001443000

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column1773586TotalRevenueColumn
Related Or Exempt Function Income1773586RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue17239586TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column496687000TotalRevenueColumn
Related Or Exempt Function Income424674662RelatedOrExemptFunctionIncome
Unrelated Business Revenue869760UnrelatedBusinessRevenue
Exclusion$17,529,804ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1904455Total
Program Services1904455ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total107458044Total
Program Services107458044ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total1516956Total
Program Services1516956ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2080027Total
Program Services540980ProgramServices
Management And General1539047ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total178455973Total
Program Services141805020ProgramServices
Management And General25927800ManagementAndGeneral
Fundraising10723153Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total10037318Total
Program Services7976552ProgramServices
Management And General1527098ManagementAndGeneral
Fundraising533668Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total32820610Total
Program Services26082198ProgramServices
Management And General4993391ManagementAndGeneral
Fundraising1745021Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total11752072Total
Program Services9339250ProgramServices
Management And General1787983ManagementAndGeneral
Fundraising624839Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total117365Total
Management And General115991ManagementAndGeneral
Fundraising1374Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total239879Total
Management And General239879ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total135023Total
Fundraising135023Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total7009278Total
Program Services5450545ProgramServices
Management And General886859ManagementAndGeneral
Fundraising671874Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total1658000Total
Program Services829000ProgramServices
Management And General753282ManagementAndGeneral
Fundraising75718Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total34765196Total
Program Services32773406ProgramServices
Management And General1961573ManagementAndGeneral
Fundraising30217Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total6101442Total
Program Services1861623ProgramServices
Management And General4214278ManagementAndGeneral
Fundraising25541Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total11884187Total
Program Services11563435ProgramServices
Management And General246894ManagementAndGeneral
Fundraising73858Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total11548134Total
Program Services9564788ProgramServices
Management And General816227ManagementAndGeneral
Fundraising1167119Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total815635Total
Program Services665116ProgramServices
Management And General88015ManagementAndGeneral
Fundraising62504Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total8724000Total
Program Services6412000ProgramServices
Management And General2312000ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total32652000Total
Program Services25767616ProgramServices
Management And General6884384ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total2953000Total
Program Services2521862ProgramServices
Management And General431138ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Equipment rental maintenance774736665548361192530
Printing publications22944911135624751526407341
Postage shipping1175360659185276168240007
UBIT2018920189

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1593000Total
Program Services1081371ProgramServices
Management And General406758ManagementAndGeneral
Fundraising104871Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total477459000Total
Program Services403463862ProgramServices
Management And General57373010ManagementAndGeneral
Fundraising16622128Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY36109000BOY
EOY41692000EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY78895000BOY
EOY62897000EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY12772000BOY
EOY12277000EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY43054000BOY
EOY41899000EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY940000BOY
EOY962000EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY6213000BOY
EOY7454000EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis905318000LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec406465000LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY496795000BOY
EOY498853000EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY201014000BOY
EOY212593000EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY222041000BOY
EOY268565000EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY57713000BOY
EOY79713000EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1155546000BOY
EOY1226905000EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY38175000BOY
EOY41475000EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY20349000BOY
EOY27821000EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY205545000BOY
EOY243205000EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY949000BOY
EOY741000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY78549000BOY
EOY64525000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY343567000BOY
EOY377767000EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY195514000BOY
EOY202547000EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY301387000BOY
EOY308578000EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY315078000BOY
EOY338013000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY811979000BOY
EOY849138000EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1155546000BOY
EOY1226905000EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses19228000ReconcilationRevenueExpenses
Reconciliation Unrealized Invest29202000ReconciliationUnrealizedInvest
Reconcilation Prior Adjustment-7021000ReconcilationPriorAdjustment
Reconcilation Other Changes-4250000ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii
Public Support Pertcentage1700.00000PublicSupportPertcentage170
Public Support Percentage5090.00000PublicSupportPercentage509
Investment Income Percentage0.00000InvestmentIncomePercentage

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteerstrueVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$50,000DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB50000TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance442886000BeginningOfYearBalance
Contributions25480000Contributions
Investment Earnings Or Losses44193000InvestmentEarningsOrLosses
Grants Or Scholarships7380358GrantsOrScholarships
Other Expenditures11667642OtherExpenditures
End Of Year Balance493511000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance441959000BeginningOfYearBalance
Contributions15348000Contributions
Investment Earnings Or Losses3137000InvestmentEarningsOrLosses
Grants Or Scholarships6947863GrantsOrScholarships
Other Expenditures10610137OtherExpenditures
End Of Year Balance442886000EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance358187000BeginningOfYearBalance
Contributions29881000Contributions
Investment Earnings Or Losses70542000InvestmentEarningsOrLosses
Grants Or Scholarships5747036GrantsOrScholarships
Other Expenditures10903964OtherExpenditures
End Of Year Balance441959000EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance318616000BeginningOfYearBalance
Contributions16049000Contributions
Investment Earnings Or Losses37998000InvestmentEarningsOrLosses
Grants Or Scholarships5747036GrantsOrScholarships
Other Expenditures8728964OtherExpenditures
End Of Year Balance358187000EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance390220000BeginningOfYearBalance
Contributions12450000Contributions
Investment Earnings Or Losses-70862000InvestmentEarningsOrLosses
Grants Or Scholarships5166689GrantsOrScholarships
Other Expenditures8025311OtherExpenditures
End Of Year Balance318616000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.19000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.69000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.12000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis39361592OtherCostOrOtherBasis
Book Value34722634BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis592261820OtherCostOrOtherBasis
Depreciation226508838Depreciation
Book Value365752982BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis143447296OtherCostOrOtherBasis
Depreciation109539162Depreciation
Book Value33908134BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis130247292OtherCostOrOtherBasis
Depreciation65778042Depreciation
Book Value64469250BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings498853000TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

FieldValueIRS element (for citing)
Book Value17035000BookValue
Method Of ValuationFMethodOfValuation

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Financial derivatives and other financial products17035000F
Closely-held equity interests
Alternate investments232010000F
Real estate ltd partnerships19520000F
FieldValueIRS element (for citing)
Total Of Book Value Securities268565000TotalOfBookValueSecurities

Other Assets OtherAssets (5 entries)

DescriptionDescriptionBook ValueBookValue
Collateral held under securities lending agreement20186000
Funds held in trust by others21086000
Unexpended bond proceeds37945000
Cash surrender value of life insurance431000
Property held for investment65000
FieldValueIRS element (for citing)
Total Book Value Other Assets79713000TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
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
FieldValueIRS element (for citing)
Total Of Amounts64525000TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt391156000TotRevenueEtcAuditedFinclStmt
Other Revenues-108975000OtherRevenues
Revenue Not Rptd F990-108975000RevenueNotRptdF990
Revenue Subtotal500131000RevenueSubtotal
Other Revenues Not Included-3444000OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-3444000RevenueNotRptdOnFinStmt
Total Revenue Per Form990496687000TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt368484000TotExpensesEtcAuditedFinclStmt
Other Expenses Included-108975000OtherExpensesIncluded
Expenses Not Rptd F990-108975000ExpensesNotRptdF990
Expenses Subtotal477459000ExpensesSubtotal
Total Expenses Per Form990477459000TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
III1aThe 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.
III4The 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.
V4Endowment earnings are used for student scholarships, academic program support and general operations.
X2The 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.
XI2dTuition discounts
XI4dEndowment income in excess of operations unrealized gains
XII2dTuition discounts

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII

FieldValueIRS element (for citing)
IdentifierPart IIdentifier
Return Reference6aReturnReference
ExplanationThe university receives a variety of federal and state grants.Explanation

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpendituresNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployees
Central America and the CaribbeanProgram servicesInternational education6800
East Asia and the PacificProgram servicesInternational education66278
EuropeProgram servicesInternational education139906111
South AmericaProgram servicesInternational education69923
Sub-Saharan AfricaProgram servicesInternational education44884811
FieldValueIRS element (for citing)
Subtotal Number Of Offices2SubtotalNumberOfOffices
Subtotal Number Of Employees2SubtotalNumberOfEmployees
Total Number Of Offices2TotalNumberOfOffices
Total Number Of Employees2TotalNumberOfEmployees
Subtotal Amount Spent1990910SubtotalAmountSpent
Total Amount Spent1990910TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (5 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementMethod Of ValuationMethodOfValuation
ScholarshipCentral America and the Caribbean36800cash, wireFMV
ScholarshipEast Asia and the Pacific1166278cash, wireFMV
ScholarshipEurope1891243000cash, wireFMV
ScholarshipSouth America869923cash, wireFMV
ScholarshipSub-Saharan Africa22130955cash, wireFMV
FieldValueIRS element (for citing)
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierIIdentifier
Return Reference2ReturnReference
ExplanationStudents 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

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

FieldValueIRS element (for citing)
Name Of IndividualDaniel G ReaganNameOfIndividual

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1217 S MichiganAddressLine1
CitySouth BendCity
StateINState
ZIP Code46601ZIPCode
FieldValueIRS element (for citing)
ActivityCampaign planningActivity
Fundraiser Control Of FundsfalseFundraiserControlOfFunds
Amount Retained By Contractor135023AmountRetainedByContractor
FieldValueIRS element (for citing)
Total Retained By Contractors135023TotalRetainedByContractors
All StatesAll StatesAllStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Blue Gold AuctionNameOfEvent1
Gross Receipts Event1115878GrossReceiptsEvent1
Charitable Contributions Event170853CharitableContributionsEvent1
Gross Revenue Event145025GrossRevenueEvent1
Food And Beverage Event118978FoodAndBeverageEvent1
Other Direct Expenses Event126047OtherDirectExpensesEvent1
Name Of Event2Engineering AuctionNameOfEvent2
Gross Receipts Event258166GrossReceiptsEvent2
Charitable Contributions Event237401CharitableContributionsEvent2
Gross Revenue Event220765GrossRevenueEvent2
Food And Beverage Event29500FoodAndBeverageEvent2
Other Direct Expenses Event211265OtherDirectExpensesEvent2
Total Number Of Other Events3TotalNumberOfOtherEvents
Gross Receipts Other Events92580GrossReceiptsOtherEvents
Charitable Contrib Other Events49279CharitableContribOtherEvents
Gross Revenue Other Events43301GrossRevenueOtherEvents
Food And Beverage Other Events24856FoodAndBeverageOtherEvents
Other Direct Expenses Other Events18445OtherDirectExpensesOtherEvents
Gross Receipts Total266624GrossReceiptsTotal
Charitable Contributions Total157533CharitableContributionsTotal
Gross Revenue Total Events109091GrossRevenueTotalEvents
Food And Beverage Total Events53334FoodAndBeverageTotalEvents
Other Direct Expenses Total Events55757OtherDirectExpensesTotalEvents
Direct Expense Summary Events109091DirectExpenseSummaryEvents

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (22 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Aurora Health Care Inc
P O Box 343910MilwaukeeWI532343910391442285501c371425Instruction
Board of Regents of the UW System
Drawer 538MilwaukeeWI532780538396006492501c354271Instruction
Board of Regents of the UW System
Drawer 538MilwaukeeWI532780538396006492501c329301Research
Board of Regents of the UW System
Drawer 538MilwaukeeWI532780538396006492501c351233Instruction
Commander Indian Head Div NSWC
4104 Evans Way Ste 102Indiuan HeadMD206405102501c350000Research
Concordia University
12800 N Lake Shorer DrMequonWI53097390833608501c39979Research
ICAHN
245 Backbone Rd EPrincetonIL60356550809159501c356322Instruction
Medical College of Wisconsin
P O Box 26509MilwaukeeWI532260509390806261501c3303689Research
Medical College of Wisconsin
P O Box 26509MilwaukeeWI532260509390806261501c374563Instruction
Milwaukee School of Engineering
1025 N BroadwayMilwaukeeWI53202390477970501c37577Research
Ministry Health Care
900 Illinois AveStevens PointWI54481391490371501c338956Instruction
Penfield Children's Center
833 N 26th STreetMilwaukeeWI53233391093701501c317505Research
Rehabilitation Institute of Chicago
345 E Superior St Onterie Rm 848ChicagoIL606114496362256036501c3493556Research
Rural connection
190 E BannockBoiseID83712501c312897Instruction
SRI International
P O Box 2767Menlo ParkCA940252767941160950501c382361Research
United Community Center
1028 S 9th StreetMilwaukeeWI53204391146191501c3153752Other
University of Illinois
501 E Daniel StChampaignIL618206211376000511501c355433Research
University of Illinois
501 E Daniel StChampaignIL618206211376000511501c312712Instruction
University of Louisville
Jouett Hall Room6605LouisvilleKY40292611029626501c398809Research
University of NC Chapel Hill
141 Dey HallChapel HillNC275993170566001393501c330168Research
University of Virginia
P O Box 400203CharlottesvilleVA229044203546001796501c334378Instruction
Univeristy of Wisconsin-Milwaukee
P O Box 413 Union Box 88MilwaukeeWI53201391805963501c3165568Research
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants22TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
Undergraduate competitive scholarships747472816803
Undergraduate noncompetitive scholarships4436155984
Financial aid for room and board314217888700
Graduate scholarships131210596557

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierIIdentifier
Return Reference2ReturnReference
ExplanationMost, 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

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgOther Compensation Filing OrgOtherCompensationFilingOrgTotal Compensation Filing OrgTotalCompensationFilingOrgDeferred Comp Filing OrgDeferredCompFilingOrgNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgBonus Filing OrgBonusFilingOrg
Rev Scott R Pilarz SJ
President10000050190150190
Dr John J Pauly
Corp Vice President3214083577412000016333
Mr John C Lamb
Corp Treasurer309772331045200001273
Ms Mary L Austin
Corp Asst Treasurer1790332458791432852518
Ms Cynthia M Bauer
Corp Asst Secretary2230512574471806316333
Dr Margaret F Callahan
Interim Provost2237463119901856169683
Dr Mary A DiStanislao
Executive Vice President263935290501180008566
Mr Lawrence R Williams
Athletic Director3172353522072000014972
Mr Brent L Williams
Mens Basketball Coach16002793328718348992000016333165000
Ms Terri L Mitchell
Womens Basketball Coach439420465663200006243
Mr Joseph D Kearney
Dean Law School3104073467402000016333
Dr Robert H Bishop
Dean Engineering College3026163389492000016333
Dr William K Lobb
Dean Dental School2908403271732000016333
Mr Gregory J Kliebhan
Former Corp VP3437563800892000016333
Ms Julie A Tolan
Former VP University Advancement3555193840521220016333

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
I1aFirst 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.
I4aGregory J Kliebhan was paid 343,756 in severance. Julie Tolan was paid 355,519 in severance.
17Bonus and incentive compensation are offered on a limited basis.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCdIssuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
WHEFA 2012
A39133785597710B5G32012-10-0496596215Various construction projectsfalsefalsefalse
WHEFA 2011A
B39133785597710BD902011-02-1727265000Various construction projectsfalsefalsefalse
WHEFA 2008B-3
C39133785599710BDT62008-11-2033100000Various construction projectsfalsefalsefalse
WHEFA 2008B-2
D39133785597710BET52008-10-0118765000Various construction projectsfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresAmount UnspentAmountUnspentCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindAmount RetiredAmountRetiredYear Of Subst CompletionYearOfSubstCompletion
A9659621550844219751996705500037945000truefalsefalsetrue
B2766946227332365337097truefalsetruetrue70150002011
C3370888936000033348889falsefalsetruetrue26450002011
D1913258121500018917581truetrue15800002010

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersTotal Private Business UseTotalPrivateBusinessUseBond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTestChange In Use Bond Financed PropChangeInUseBondFinancedPropNon Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrsPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI
Afalsefalsetruefalsefalse0.007800.00780falsefalsetrue
Bfalsefalsetruefalsefalse0.012200.01220falsefalsetrue
Cfalsefalsetruefalsefalse0.010700.03840falsefalsetrue0.02770
Dfalsefalsetruefalsefalse0.011200.01120falsefalsetrue

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledRebate Not Due YetRebateNotDueYetVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedWritten Proc To Monitor ReqsWrittenProcToMonitorReqs
Afalsetruefalsefalsefalsefalsetrue
Bfalsetruefalsefalsefalsefalsetrue
Cfalsetruefalsefalsefalsefalsetrue
Dfalsetruefalsefalsefalsefalsetrue

Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)

Bond ReferenceBondReferenceCdProc To Undertk Corrective ActionProcToUndertkCorrectiveAction
Atrue
Btrue
Ctrue
Dtrue

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Bond ReferenceBondReferenceCdIssuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
WHEFA 2008B-1
A39133785597710BES72008-10-0131795000Various construction projectsfalsefalsefalse
WHEFA 2007A & 2007B
B39133785597710V4Y12007-10-2355000000Various construction projectsfalsetruefalse

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Bond ReferenceBondReferenceCdAmount RetiredAmountRetiredTotal ProceedsTotalProceedsRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A25400003187486912885000439887185499822010truefalsetruetrue
B6645000573891831014631563745522011falsefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersTotal Private Business UseTotalPrivateBusinessUseBond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTestChange In Use Bond Financed PropChangeInUseBondFinancedPropNon Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrsPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI
Afalsefalsetruefalsefalse0.013800.01380falsefalsetrue
Bfalsefalsetruefalsefalse0.017700.04030falsefalsetrue0.02260

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledRebate Not Due YetRebateNotDueYetVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedWritten Proc To Monitor ReqsWrittenProcToMonitorReqsNo Rebate DueNoRebateDue
Afalsetruefalsefalsefalsefalsetrue
Bfalsefalsefalsefalsefalsetruefalse

Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)

Bond ReferenceBondReferenceCdProc To Undertk Corrective ActionProcToUndertkCorrectiveAction
Atrue
Btrue

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierIVIdentifier
Return Reference2cReturnReference
ExplanationArbitrage calculation on WHEFA 2007A and 2007B done 10/23/12Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)

Name Of Interested PersonNameOfInterestedPersonAmount Of GrantAmountOfGrantPurpose Of AssistancePurposeOfAssistance
Various41358Merit based scholarship
Various89535Tuition remission

Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Ms Natalie A Black
Trustee386620Climate control systemsfalse
Mr Patrick S Lawton
Trustee1009255Facility rental, investment feesfalse
Ms Kristine A Rappe
Trustee8930973Utilitiesfalse
Ms Mary Ellen Stanek
Trustee9951993Utilities, adv, life ins, underwritingfalse
Mr Owen J Sullivan
Trustee163362Advertisingfalse
Ms Anne A Zizzo
Trustee231378Media planning and buysfalse

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierIVIdentifier
ExplanationMs. 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

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions26NumberOfContributions
Method Of Determining RevenuesSee Part IIMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions270NumberOfContributions
Noncash Contribs Rptd F99014510142NoncashContribsRptdF990
Method Of Determining RevenuesSee Part IIMethodOfDeterminingRevenues

Collectibles Collectibles

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions15NumberOfContributions
Noncash Contribs Rptd F9903333NoncashContribsRptdF990
Method Of Determining RevenuesValue of donated propertyMethodOfDeterminingRevenues

Drugs And Medical Supplies DrugsAndMedicalSupplies

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions46NumberOfContributions
Noncash Contribs Rptd F990381016NoncashContribsRptdF990
Method Of Determining RevenuesValue of donated propertyMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XAuction22259434Value of donated property
XCatering/other7480007Value of donated property
FieldValueIRS element (for citing)
Number Of8283 Received5NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
I1In 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.
I9The 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.

Schedule R IRS990ScheduleR