2014-05-06T10:32:40-00:00 2013-06-30 990 2012-07-01 390806251 Marquette University MARQ 4142887933 P O Box 1881 Milwaukee WI 532011881 John C Lamb 4142881671 2014-05-05 false 2012 2015-11-30 17:44:51Z Rev Robert A Wild SJ P O Box 1881 Milwaukee WI 532011881 760541875 false X www.marquette.edu X WI 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. 30 22 8763 785 869760 61041 52514565 53613164 400437435 408304836 14245000 16310000 16762000 18459000 483959000 496687000 105014212 110879455 0 227113904 235146000 126213 135023 16622128 128919671 131298522 461174000 477459000 22785000 19228000 1155546000 1226905000 343567000 377767000 811979000 849138000 X 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. false false 218946000 108975000 347536000 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. 53013000 13364000 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. 42448862 2102000 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. 89056000 61672662 403463862 true true false true false false false true true true true true false true true true true false true true true true true true true false false true true true true false false false false false false true false false true true true false false false false false false false false true X 1633 1 true 8763 true true true true SP SF IT VI CJ false false false true true false false false false false X 30 22 true false false false false false false true true false false true true true true true true false true false SC NY NH MI MA AZ AK X X X Dennis J Butler 4142887933 933 W Wisconsin Ave Milwaukee WI 53233 X Ms Natalie A Black 001.00 X 0 0 0 Mr John F Ferraro 001.00 X 0 0 0 Rev James P Flaherty SJ 001.00 X 0 0 0 Mr Richard J Fotsch 001.00 X 0 0 0 Rev James G Gartland SJ 001.00 X 0 0 0 Mr Darren R Jackson 001.00 X 0 0 0 Mr James F Janz 001.00 X 0 0 0 Rev Timothy R Lannon SJ 001.00 X 0 0 0 Rev Thomas A Lawler SJ 001.00 X 0 0 0 Mr Patrick S Lawton 001.00 X 0 0 0 Mr John P Lynch 001.00 X 0 0 0 Mr Alfred C McGuire 001.00 X 0 0 0 Ms Kelly McShane 001.00 X 0 0 0 Dr Arnold L Mitchem 001.00 X 0 0 0 Rev Joseph M O'Keefe SJ 001.00 X 0 0 0 Mr James D O'Rourke 001.00 X 0 0 0 Dr Janis M Orlowski MD MACP 001.00 X 0 0 0 Ms Kristine A Rappe 001.00 X 0 0 0 Mr Glenn A Rivers 001.00 X 0 0 0 Hon W Greg Ryberg 001.00 X 0 0 0 Mr Scott H Schroeder 001.00 X 0 0 0 Ms Mary Ellen Stanek 001.00 X 0 0 0 Mr Owen J Sullivan 001.00 X 0 0 0 Mr Charles M Swoboda 001.00 X 0 0 0 Ms Cherryl T Thomas 001.00 X 0 0 0 Mr Benjamin S Tracy 001.00 X 0 0 0 Ms Margaret M Troy 001.00 X 0 0 0 Ms Rhona Vogel 001.00 X 0 0 0 Mr James M Weiss 001.00 X 0 0 0 Mr Thomas H Werner 001.00 X 0 0 0 Rev Michael A Zampelli SJ 001.00 X 0 0 0 Ms Anne A Zizzo 001.00 X 0 0 0 Rev Scott R Pilarz SJ 040.00 X 150190 0 0 Dr John J Pauly 040.00 X 321408 0 0 Mr John C Lamb 040.00 X 309772 0 0 Ms Mary L Austin 040.00 X 179033 0 0 Mr Steven W Frieder 040.00 X 91657 0 0 Ms Cynthia M Bauer 040.00 X 223051 0 0 Dr Margaret F Callahan 040.00 X 223746 0 0 Dr Mary A DiStanislao 040.00 X 263935 0 0 Mr Lawrence R Williams 040.00 X 317235 0 0 Mr Brent L Williams 040.00 X 1798566 0 0 Ms Terri L Mitchell 040.00 X 439420 0 0 Mr Joseph D Kearney 040.00 X 310407 0 0 Dr Robert H Bishop 040.00 X 302616 0 0 Dr William K Lobb 040.00 X 290840 0 0 Mr Gregory J Kliebhan X 343756 0 0 Ms Julie A Tolan X 355519 0 0 5921151 356 true true true 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 49 157533 8446791 45008840 15033932 53613164 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 408304836 409000 409000 51788 51788 658910 551184 107726 107726 107726 277649000 261748000 15901000 15901000 15901390 109091 157533 109091 2506500 1446600 1059900 1059900 Student services 900099 11921000 11921000 Educational programs 900099 2102000 2102000 Commission revenue 900099 1443000 1443000 1773586 1773586 17239586 496687000 424674662 869760 17529804 1904455 1904455 107458044 107458044 1516956 1516956 0 2080027 540980 1539047 0 178455973 141805020 25927800 10723153 10037318 7976552 1527098 533668 32820610 26082198 4993391 1745021 11752072 9339250 1787983 624839 0 117365 115991 1374 239879 239879 0 135023 135023 0 7009278 5450545 886859 671874 1658000 829000 753282 75718 34765196 32773406 1961573 30217 6101442 1861623 4214278 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RESTRICTED RESTRICTED RESTRICTED true true false false false false true 50000 false false 50000 false X X X X false false false 442886000 25480000 44193000 7380358 11667642 493511000 441959000 15348000 3137000 6947863 10610137 442886000 358187000 29881000 70542000 5747036 10903964 441959000 318616000 16049000 37998000 5747036 8728964 358187000 390220000 12450000 -70862000 5166689 8025311 318616000 0.19000 0.69000 0.12000 true false 39361592 34722634 592261820 226508838 365752982 143447296 109539162 33908134 130247292 65778042 64469250 498853000 17035000 F Financial derivatives and other financial products 17035000 F Closely-held equity interests Alternate investments 232010000 F Real estate ltd partnerships 19520000 F 268565000 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 79713000 Federal income taxes Payables under security lending agreement 20186000 Payable to beneficiaries under split-interet agreements 4282000 Refundable federal loan grants 35749000 Postretirement benefits payable 4308000 64525000 X 391156000 -108975000 -108975000 500131000 -3444000 -3444000 496687000 368484000 -108975000 -108975000 477459000 477459000 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 true true true true true true true false false false false false false false false true false true Part I 6a The university receives a variety of federal and state grants. true Central America and the Caribbean Program services International education 6800 East Asia and the Pacific Program services International education 66278 Europe 1 1 Program services International education 1399061 South America Program services International education 69923 Sub-Saharan Africa 1 1 Program services International education 448848 2 2 2 2 1990910 1990910 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 true false false true true false I 2 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. X X X X X X X true Daniel G Reagan 217 S Michigan South Bend IN 46601 Campaign planning false 135023 135023 All States Blue Gold Auction 115878 70853 45025 18978 26047 Engineering Auction 58166 37401 20765 9500 11265 3 92580 49279 43301 24856 18445 266624 157533 109091 53334 55757 109091 true 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 22 Undergraduate competitive scholarships 7474 72816803 Undergraduate noncompetitive scholarships 443 6155984 Financial aid for room and board 3142 17888700 Graduate scholarships 1312 10596557 I 2 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. X X X X X true true X X X true false false false false false false true false Rev Scott R Pilarz SJ 100000 50190 150190 Dr John J Pauly 321408 20000 16333 357741 Mr John C Lamb 309772 20000 1273 331045 Ms Mary L Austin 179033 14328 52518 245879 Ms Cynthia M Bauer 223051 18063 16333 257447 Dr Margaret F Callahan 223746 18561 69683 311990 Dr Mary A DiStanislao 263935 18000 8566 290501 Mr Lawrence R Williams 317235 20000 14972 352207 Mr Brent L Williams 1600279 165000 33287 20000 16333 1834899 Ms Terri L Mitchell 439420 20000 6243 465663 Mr Joseph D Kearney 310407 20000 16333 346740 Dr Robert H Bishop 302616 20000 16333 338949 Dr William K Lobb 290840 20000 16333 327173 Mr Gregory J Kliebhan 343756 20000 16333 380089 Ms Julie A Tolan 355519 12200 16333 384052 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. A WHEFA 2012 391337855 97710B5G3 2012-10-04 96596215 Various construction projects false false false B WHEFA 2011A 391337855 97710BD90 2011-02-17 27265000 Various construction projects false false false C WHEFA 2008B-3 391337855 99710BDT6 2008-11-20 33100000 Various construction projects false false false D WHEFA 2008B-2 391337855 97710BET5 2008-10-01 18765000 Various construction projects false false false A 96596215 50844219 751996 7055000 37945000 true false false true B 7015000 27669462 27332365 337097 2011 true false true true C 2645000 33708889 360000 33348889 2011 false false true true D 1580000 19132581 215000 18917581 2010 true true 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 0.02770 0.03840 false false true D false false true false false 0.01120 0.01120 false false true 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 A true B true C true D true A WHEFA 2008B-1 391337855 97710BES7 2008-10-01 31795000 Various construction projects false false false B WHEFA 2007A & 2007B 391337855 97710V4Y1 2007-10-23 55000000 Various construction projects false true false A 2540000 31874869 12885000 439887 18549982 2010 true false true true B 6645000 57389183 1014631 56374552 2011 false false true true A false false true false false 0.01380 0.01380 false false true B false false true false false 0.01770 0.02260 0.04030 false false true A false true false false false false true B false false false false false false true A true B true IV 2c Arbitrage calculation on WHEFA 2007A and 2007B done 10/23/12 Various 41358 Merit based scholarship Various 89535 Tuition remission 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 IV 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. X 26 See Part II X 270 14510142 See Part II X 15 3333 Value of donated property X 46 381016 Value of donated property X Auction 222 59434 Value of donated property X Catering/other 74 80007 Value of donated property 5 false true false 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. 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.