MARQUETTE UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARQUETTE UNIVERSITY (EIN 39-0806251)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-09
- IRS object ID
- 201321299349301542
- Schema version
- 2011v1.2
- 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 | 2013-05-09T14:00:12-00:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | 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 Finance | Title |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Rev Scott R Pilarz 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 | 53221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 781522124 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.marquette.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1905 | YearFormation |
| 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 | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8729 | TotalNbrEmployees |
| Total Nbr Volunteers | 810 | TotalNbrVolunteers |
| Total Gross UBI | 901521 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 56965 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 64041000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 52514565 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 376790000 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 400437435 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 20854000 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14245000 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 15711000 | OtherRevenuePriorYear |
| Other Revenue Current Year | 16762000 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 477396000 | TotalRevenuePriorYear |
| Total Revenue Current Year | 483959000 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 93773853 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 105014212 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 218878276 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 227113904 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 112448 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 126213 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 17105903 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 124144423 | OtherExpensePriorYear |
| Other Expenses Current Year | 128919671 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 436909000 | TotalExpensesPriorYear |
| Total Expenses Current Year | 461174000 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 40487000 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 22785000 | RevenuesLessExpensesCY |
| Total Assets BOY | 1169248000 | TotalAssetsBOY |
| Total Assets EOY | 1155546000 | TotalAssetsEOY |
| Total Liabilities BOY | 366696000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 343567000 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 802552000 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 811979000 | 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 | 209935000 | Expense |
| Grants | 102909000 | Grants |
| Revenue | 337723000 | 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 77 undergraduate majors and 65 minors to students in the College of Arts and Sciences, Business Administration, Communication, Education, Engineering, Health Sciences, Nursing and Professional Studies. The Graduate School offers 38 degrees and 20 certificates, and the Graduate School of Management has nationally ranked MBA programs as well as specialty masters programs in several business areas. Marquette has Wisconsin s only School of Dentistry and one of only two law schools in the state. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 49578000 | Expense |
| Revenue | 11742000 | Revenue |
| Description | Student Services We know that learning occurs outside, as well as inside, the classroom. Our core values of excellence, fatih, 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 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 from under-represented groups or ethnicities and students from low-income families. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 41103000 | Expense |
| Revenue | 2210000 | 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 | 88416000 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 2105212 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 62714435 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 389032000 | 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 | 1439 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 8729 | 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 | IT | NameOfForeignCountry |
| Name Of Foreign Country | SF | 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 | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | 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 | true | 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 Avenue | 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 (56 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 |
|---|---|---|---|---|---|---|---|---|---|
| Mr Ned W Bechthold | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| 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 | ||||
| Mr Jeffrey A Joerres | |||||||||
| 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 John P Lynch | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Alfred C McGuire | |||||||||
| 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 Joseph J Rauenhorst | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Glenn A Rivers | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr James A Runde | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Hon W Greg Ryberg | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mrs Mary Ladish Selander | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Ms Mary Ellen Stanek | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr John J Stollenwerk | |||||||||
| 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 W Weiss | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Thomas H Werner | |||||||||
| Trustee | 001.00 | X | 0 | 0 | 0 | ||||
| Mr Charles M Williams Jr | |||||||||
| 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 | 0 | 0 | 0 | X | ||||
| Rev Robert A Wild SJ | |||||||||
| President | 040.00 | 0 | 0 | 0 | X | ||||
| Dr John J Pauly | |||||||||
| Corp Vice President | 040.00 | 312461 | 0 | 0 | X | ||||
| Mr Gregory J Kliebhan | |||||||||
| Corp Vice President | 040.00 | 338030 | 0 | 0 | X | ||||
| Mr John C Lamb | |||||||||
| CorpTreasurer | 040.00 | 297128 | 0 | 0 | X | ||||
| Ms Mary L Austin | |||||||||
| Corp Asst Treasurer | 040.00 | 180475 | 0 | 0 | X | ||||
| Mr Steven W Frieder | |||||||||
| Corp Secretary | 040.00 | 82626 | 0 | 0 | X | ||||
| Ms Cynthia M Bauer | |||||||||
| Corp Asst Secretary | 040.00 | 214638 | 0 | 0 | X | ||||
| Mr Joseph D Kearney | |||||||||
| Dean Law School | 040.00 | 312963 | 0 | 0 | X | ||||
| Dr Linda M Salchenberger | |||||||||
| Dean Business Administration | 040.00 | 288172 | 0 | 0 | X | ||||
| Mr Arthur F Scheuber | |||||||||
| VP Office of Administration | 040.00 | 233992 | 0 | 0 | X | ||||
| Dr L Christopher Miller | |||||||||
| VP Student Affairs | 040.00 | 213702 | 0 | 0 | X | ||||
| Dr William E Cullinan | |||||||||
| Dean Health Sciences | 040.00 | 198087 | 0 | 0 | X | ||||
| Dr Robert H Bishop | |||||||||
| Dean College of Engineering | 040.00 | 297487 | 0 | 0 | X | ||||
| Mrs Janice D Welburn | |||||||||
| Dean Libraries | 040.00 | 169194 | 0 | 0 | X | ||||
| Mr Brent L Williams | |||||||||
| Mens Basketball Coach | 040.00 | 1853441 | 0 | 0 | X | ||||
| Ms Terri L Mitchell | |||||||||
| Womens Basketball Coach | 040.00 | 435953 | 0 | 0 | X | ||||
| Ms Julie A Tolan | |||||||||
| VP University Advancement | 040.00 | 300824 | 0 | 0 | X | ||||
| Dr William K Lobb | |||||||||
| Dean Dental School | 040.00 | 279640 | 0 | 0 | X | ||||
| Mr Tony L Benford | |||||||||
| Asst Coach, MensBasketball | 040.00 | 335306 | 0 | 0 | X | ||||
| Dr Madeline Wake | |||||||||
| Professor | 040.00 | 142088 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6486207 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 349 | 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 |
|---|---|---|---|---|---|
| Hays Companies | |||||
| P O Box 1414 | Minneapolis | MN | 554801414 | Professional services | 2044611 |
| Jens Construction Corporation | |||||
| N 26 W23314 Paul Road | Pewaukee | WI | 53072 | Construction services | 1509038 |
| Team Buzz Williams LP | |||||
| 2370 W Saddlebrook Lane | Mequon | WI | 53092 | Professional services | 1000000 |
| Oracle America Inc | |||||
| 1910 Oracle Way | Reston | VA | 20190 | Professional services | 999621 |
| New England Woodcraft Inc | |||||
| P O Box 165 | Forest Dale | VT | 05745 | Construction services | 608760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 35 | NumberOfContractorsGT100K |
| Fundraising Events | 189385 | FundraisingEvents |
| Government Grants | 8680060 | GovernmentGrants |
| All Other Contributions | 43645120 | AllOtherContributions |
| Noncash Contributions | 5170403 | NoncashContributions |
| Total Contributions | 52514565 | 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 | 328244000 | 328244000 | |
| Sales by educational departments | 611710 | 9479000 | 9479000 | |
| Auxiliary enterprises | 611710 | 47377000 | 46475479 | 901521 |
| Fees/contracts with governmental agencies | 900099 | 15337435 | 15337435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 400437435 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 476000 | TotalRevenueColumn |
| Exclusion | $476,000 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 118194 | TotalRevenueColumn |
| Exclusion | $118,194 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 740087 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 528251 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 211836 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 211836 | TotalRevenueColumn |
| Exclusion | $211,836 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 309303000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 295534000 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13769000 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13769000 | TotalRevenueColumn |
| Exclusion | $13,769,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 100379 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 189135 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 100379 | FundraisingDirectExpenses |
| Gross Sales Of Inventory | 2312762 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1400494 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 912268 | TotalRevenueColumn |
| Related Or Exempt Function Income | 912268 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Student services | 900099 | 10470000 | 10470000 |
| Educational programs | 900099 | 2210000 | 2210000 |
| Commission revenue | 900099 | 1272000 | 1272000 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1567702 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1567702 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 15519702 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 483959000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 415967884 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 901521 | UnrelatedBusinessRevenue |
| Exclusion | $14,575,030 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2105212 | Total |
| Program Services | 2105212 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101603365 | Total |
| Program Services | 101603365 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1305635 | Total |
| Program Services | 1305635 | 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 | 3138954 | Total |
| Program Services | 1479605 | ProgramServices |
| Management And General | 1659349 | 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 | 173763183 | Total |
| Program Services | 139658760 | ProgramServices |
| Management And General | 23545745 | ManagementAndGeneral |
| Fundraising | 10558678 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9811379 | Total |
| Program Services | 7863864 | ProgramServices |
| Management And General | 1402659 | ManagementAndGeneral |
| Fundraising | 544856 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28932020 | Total |
| Program Services | 23189143 | ProgramServices |
| Management And General | 4136191 | ManagementAndGeneral |
| Fundraising | 1606686 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11468368 | Total |
| Program Services | 9191948 | ProgramServices |
| Management And General | 1639546 | ManagementAndGeneral |
| Fundraising | 636874 | 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 | 174597 | Total |
| Program Services | 40307 | ProgramServices |
| Management And General | 134290 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242099 | Total |
| Management And General | 242099 | 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 | 126213 | Total |
| Fundraising | 126213 | 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 | 6241765 | Total |
| Program Services | 4831339 | ProgramServices |
| Management And General | 370668 | ManagementAndGeneral |
| Fundraising | 1039758 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1751817 | Total |
| Program Services | 843151 | ProgramServices |
| Management And General | 749868 | ManagementAndGeneral |
| Fundraising | 158798 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33231571 | Total |
| Program Services | 30894007 | ProgramServices |
| Management And General | 1898999 | ManagementAndGeneral |
| Fundraising | 438565 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6254839 | Total |
| Program Services | 1771799 | ProgramServices |
| Management And General | 4473063 | ManagementAndGeneral |
| Fundraising | 9977 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11445153 | Total |
| Program Services | 10810681 | ProgramServices |
| Management And General | 560986 | ManagementAndGeneral |
| Fundraising | 73486 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10854262 | Total |
| Program Services | 9172750 | ProgramServices |
| Management And General | 663802 | ManagementAndGeneral |
| Fundraising | 1017710 | 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 | 837711 | Total |
| Program Services | 645834 | ProgramServices |
| Management And General | 112798 | ManagementAndGeneral |
| Fundraising | 79079 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9561744 | Total |
| Program Services | 7198915 | ProgramServices |
| Management And General | 2362829 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30993000 | Total |
| Program Services | 24789392 | ProgramServices |
| Management And General | 6203608 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3119000 | Total |
| Program Services | 2691697 | ProgramServices |
| Management And General | 427303 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Equipment rental and maintenance | 7671142 | 6265577 | 1405565 | |
| Printing and publications | 2526317 | 1202829 | 934676 | 388812 |
| Postage and shipping | 1305565 | 761469 | 239534 | 304562 |
| UBIT | 63000 | 63000 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2646089 | Total |
| Program Services | 714721 | ProgramServices |
| Management And General | 1809519 | ManagementAndGeneral |
| Fundraising | 121849 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 461174000 | Total |
| Program Services | 389032000 | ProgramServices |
| Management And General | 55036097 | ManagementAndGeneral |
| Fundraising | 17105903 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28620000 | BOY |
| EOY | 36109000 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83519000 | BOY |
| EOY | 78895000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15363000 | BOY |
| EOY | 12772000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44243000 | BOY |
| EOY | 43054000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1103000 | BOY |
| EOY | 940000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6496000 | BOY |
| EOY | 6213000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 875837000 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 379042000 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 490142000 | BOY |
| EOY | 496795000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248266000 | BOY |
| EOY | 201014000 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187283000 | BOY |
| EOY | 222041000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64213000 | BOY |
| EOY | 57713000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1169248000 | BOY |
| EOY | 1155546000 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42192000 | BOY |
| EOY | 38175000 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20290000 | BOY |
| EOY | 20349000 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215848000 | BOY |
| EOY | 205545000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 290000 | BOY |
| EOY | 949000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88076000 | BOY |
| EOY | 78549000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 366696000 | BOY |
| EOY | 343567000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198965000 | BOY |
| EOY | 195514000 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302734000 | BOY |
| EOY | 301387000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300853000 | BOY |
| EOY | 315078000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 802552000 | BOY |
| EOY | 811979000 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1169248000 | BOY |
| EOY | 1155546000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 22785000 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -13358000 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 Minus3 Years CurrentYearMinus3Years
| 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 | 0.71000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10000 | 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 | 39234000 | OtherCostOrOtherBasis |
| Book Value | 35188000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 594976000 | OtherCostOrOtherBasis |
| Depreciation | 209077000 | Depreciation |
| Book Value | 385899000 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 132319000 | OtherCostOrOtherBasis |
| Depreciation | 102059000 | Depreciation |
| Book Value | 30260000 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 109308000 | OtherCostOrOtherBasis |
| Depreciation | 63860000 | Depreciation |
| Book Value | 45448000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 496795000 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 15742000 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Alternative investments | 190733000 | F |
| Real estate ltd partnerships, membership interests | 15566000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 222041000 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Collateral under securities lending agreement | 33978000 |
| Funds held in trust by others | 23252000 |
| Cash surrender value of life insurance | 418000 |
| Property held for investment | 65000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 57713000 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Payable under securities lending agreement | $33,978,000 |
| Payable to beneficiaries under split interest agreement | $4,424,000 |
| Refundable federal loan grants | $35,867,000 |
| Postretirment benefits payable | $4,280,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 78549000 | TotalOfAmounts |
| Total Revenue | 483959000 | TotalRevenue |
| Total Expenses | 461174000 | TotalExpenses |
| Excess Or Deficit For Year | 22785000 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -10428000 | NetUnrealizedGLOnInvestments |
| Other | -$2,930,000 | OtherAmount |
| Total Adjustments | -13358000 | TotalAdjustments |
| Excess Or Deficit Per FS | 9427000 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 385083000 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -102909000 | OtherRevenues |
| Revenue Not Rptd F990 | -102909000 | RevenueNotRptdF990 |
| Revenue Subtotal | 487992000 | RevenueSubtotal |
| Other Revenues Not Included | -4033000 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -4033000 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 483959000 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 358265000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -102909000 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -102909000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 461174000 | ExpensesSubtotal |
| Total Expenses Per Form990 | 461174000 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| III | 1a | The value of fine arts and other collections has been excluded from the statements of financial position. As of June 30, 2012 and 2011, the specific policy covering highly valued works provided for insured coverage at 79,000,000 and 79,000,000, respectively, aggregate limit for any one loss or any one occurrence. As of June 30, 2012 and 2011, additional fine art values covered for loss in other insurance programs are estimated at approximately 3,800,000 and 3,800,000, respectively. |
| 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 FASB issued guidance prescribing how an organization should recognize, measure, present and disclose in its financial statements uncertain tax positions. The University adoped this guidance, which is included in ASC Topic 740, Income Taxes. |
| X | 2 | This guidance addresses the determination of how tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. The University must recognize the tax benefit from an uncertain tax positions only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the techinical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based |
| X | 2 | on the largest benefit that has a greater than fifty percent likelihood of being realized upon ultimate settlement. As of June 30, 2012 and 2011, the University did not have a liability for unrecognized tax benefits. |
| XI | 8 | NPV adjustment to trusts, uncollectible pledges |
| XII | 4b | Endowment income in excess of operations unrealized gains |
| XII | 2d | Tuition discounts |
| XIII | 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 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (7 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 | 30300 | ||
| East Asia and the Pacific | Program services | International education | 164585 | ||
| Europe | Program services | International education | 1108966 | 1 | 1 |
| Middle East and North Africa | Program services | International education | 2000 | ||
| North America | Program services | International education | 11000 | ||
| South America | Program services | International education | 39029 | ||
| Sub-Saharan Africa | Program services | International education | 386998 | 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 | 1742878 | SubtotalAmountSpent |
| Total Amount Spent | 1742878 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (7 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| Tuition payments | Central America and the Caribbean | 6 | 30300 | cash, wire | FMV |
| Tuition payments | East Asia and the Pacific | 31 | 164585 | cash, wire | FMV |
| Tuition payments | Europe | 198 | 962571 | cash, wire | FMV |
| Tuition payments | Middle East and North Africa | 1 | 2000 | cash, wire | FMV |
| Tuition payments | North America | 1 | 11000 | cash, wire | FMV |
| Tuition payments | South America | 10 | 39029 | cash, wire | FMV |
| Tuition payments | Sub-Saharan Africa | 34 | 96150 | 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 (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| I | 2 | Students receive aid that is applied towards 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 of International Education or the College of Business dependent on program for further review and evaluation. After this review they are returned to the Registrars Office |
| I | 2 | and course credit, if applicable, is applied to the student records. |
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 (4 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Amount Retained By ContractorAmountRetainedByContractor |
|---|---|---|---|---|---|---|---|
| (no name) | |||||||
| Brenda Skelton | W166 S8362 Kurtze Lane | Muskego | WI | 53150 | Communication planning | false | 79875 |
| (no name) | |||||||
| George E Koonce | 925 W Wells St 217 | Milwaukee | WI | 53202 | Campaign planning | false | 66000 |
| D G Reagan & Associates LLC | |||||||
| 217 S michigan St | South Bend | IN | 46601 | Campaign planning | false | 39632 | |
| Campbell & Company | |||||||
| One Wacker Dr 3350 | Chicago | IL | 60601 | Market research | false | 6706 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 192213 | 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 | 112965 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 86864 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 26101 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 15924 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 10177 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Engineering Auction | NameOfEvent2 |
| Gross Receipts Event2 | 73804 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 46738 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 27066 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 14856 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 12210 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 102745 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 55533 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 47212 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 32580 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 14632 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 289514 | GrossReceiptsTotal |
| Charitable Contributions Total | 189135 | CharitableContributionsTotal |
| Gross Revenue Total Events | 100379 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 63360 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 37019 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 100379 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (27 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Audio Visual of Milwaukee | |||||||
| 285 N Janacek Road | Brookfield | WI | 53045 | 391672648 | 501C3 | 21350 | Research |
| Aurora Health Care Inc | |||||||
| P O Box 343910 | Milwaukee | WI | 53235 | 391442286 | 501C3 | 71535 | Instruction |
| Board of Regents-UW System | |||||||
| Drawer 538 | Milwaukee | WI | 53279 | 396006493 | 501C3 | 58356 | Instruction |
| Board of Regents-UW System | |||||||
| Drawer 538 | Milwaukee | WI | 53279 | 396006493 | 501C3 | 136518 | Research |
| Dane County Housing Authority | |||||||
| 2002 W Broadway Ste 1 | Monona | WI | 53713 | 391252455 | 501C3 | 19792 | Other |
| Day Care Services for Children | |||||||
| P O Box 16559 | Milwaukee | WI | 53217 | 391096282 | 501C3 | 141519 | Research |
| Georgia Tech ResearchCorp | |||||||
| 506 Tenth Street AttnORSP | Atlanta | GA | 30332 | 580603147 | 501C3 | 20048 | Research |
| Legal Aid Society of Milwaukee Inc | |||||||
| 230 W Wisconsin Ave Ste 200 | Milwaukee | WI | 53202 | 390806285 | 501C3 | 29997 | Other |
| Medical College of Wisconsin | |||||||
| 8702 Watertown Plank Road | Milwaukee | WI | 53226 | 390806262 | 501C3 | 124136 | Instruction |
| Medical College of Wisconsin | |||||||
| 8702 Watertown Plank Road | Milwaukee | WI | 53226 | 390806262 | 501C3 | 427955 | Research |
| Milwaukee School of Engineering | |||||||
| 1026 N Broadway | Milwaukee | WI | 53202 | 390477971 | 501C3 | 7356 | Research |
| Ministry Health Care | |||||||
| 901 Illinois Ave | Stevens Point | WI | 54481 | 391490372 | 501C3 | 23550 | Instruction |
| Mount St Mary's University | |||||||
| 16301 Old Emmitsburg Road | Emmitsburg | MD | 21727 | 520591673 | 501C3 | 61428 | Research |
| North Carolina State University | |||||||
| P O Box 7203 | Raleigh | NC | 27695 | 566000757 | 501C3 | 7315 | Research |
| Penfield Children's Center | |||||||
| 834 N 26th Street | Milwaukee | WI | 53233 | 391093702 | 501C3 | 23230 | Research |
| Rehabilitation Institute of Chicago | |||||||
| 346 E superior St-Onterie Rm 848 | Chicago | IL | 60611 | 362256037 | 501C3 | 382400 | Research |
| Rehabilitation Institute Research | |||||||
| 346 E superior St-Onterie Rm 848 | Chicago | IL | 60611 | 362256037 | 501C3 | 91593 | Research |
| SRI International | |||||||
| P O Box 2767 | Menlo Park | CA | 94025 | 941160951 | 501C3 | 83617 | Research |
| St Catherine University | |||||||
| 2005 Randolph Ave | St Paul | MN | 55105 | 410695510 | 501C3 | 28678 | Other |
| United Community Center | |||||||
| 1029 s 9th Street | Milwaukee | WI | 53204 | 391146192 | 501C3 | 130323 | Other |
| University of Chicago | |||||||
| 6055 S Drexel Ave | Chicago | IL | 60637 | 392177140 | 501C3 | 8392 | Research |
| Univeristy of Illinois | |||||||
| 506 S Wright St | Urbana | IL | 61801 | 376000512 | 501C3 | 6676 | Instruction |
| Univeristy of Illinois | |||||||
| 506 S Wright St | Urbana | IL | 61801 | 376000512 | 501C3 | 93817 | Research |
| University of NC-Chapel Hill | |||||||
| P O Box 2126 | Chapel Hill | NC | 27516 | 566001394 | 501C3 | 21911 | Research |
| University of Virginia | |||||||
| P O Box 400195 | Charlottesville | VA | 22904 | 546001797 | 501C3 | 11474 | Instruction |
| University of Wisconsin-Milwaukee | |||||||
| Box 78047 | Milwaukee | WI | 53279 | 391805964 | 501C3 | 41716 | Research |
| YMCA of Metropolitan Milwaukee | |||||||
| 162 W Wisconsin Ave Ste 4000 | Milwaukee | WI | 53203 | 390806315 | 501C3 | 30530 | Research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 27 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Undergraduate competitive scholarships | 7336 | 68782608 |
| Undergraduate noncompetitive scholarships | 489 | 5633566 |
| Financial aid for room and board | 3099 | 16437342 |
| Graduate scholarships | 1326 | 10749849 |
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 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 (18 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|
| Dr John J Pauly | ||||
| 312461 | 19600 | 15840 | 347901 | |
| Mr Gregory J Kliebhan | ||||
| 338030 | 19600 | 15840 | 373470 | |
| Mr John C Lamb | ||||
| 297128 | 19600 | 1188 | 317916 | |
| Ms Mary L Austin | ||||
| 180475 | 13480 | 66045 | 260000 | |
| Ms Cynthia M Bauer | ||||
| 214638 | 17485 | 15840 | 247963 | |
| Mr Joseph D Kearney | ||||
| 312963 | 19600 | 15840 | 348403 | |
| Dr Linda M Salchenberger | ||||
| 288172 | 19600 | 15840 | 323612 | |
| Mr Arthur F Scheuber | ||||
| 233992 | 17606 | 37980 | 289578 | |
| Dr L Christopher Miller | ||||
| 213702 | 17400 | 15840 | 246942 | |
| Dr William E Cullinan | ||||
| 198087 | 16034 | 46560 | 260681 | |
| Dr Robert H Bishop | ||||
| 297487 | 15840 | 313327 | ||
| Mrs Janice D Welburn | ||||
| 169194 | 13873 | 15840 | 198907 | |
| Mr Brent L Williams | ||||
| 1115316 | 19600 | 15840 | 1888881 | 738125 |
| Ms Terri L Mitchell | ||||
| 435953 | 19600 | 6055 | 461608 | |
| Ms Julie A Tolan | ||||
| 300824 | 19600 | 31540 | 351964 | |
| Dr William K Lobb | ||||
| 279640 | 19600 | 15840 | 315080 | |
| Mr Tony L Benford | ||||
| 335306 | 19600 | 15840 | 370746 | |
| Dr Madeline Wake | ||||
| 142088 | 11288 | 4037 | 157413 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (6 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 indemnifications 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 167,801 severance. |
| I | 7 | Bonus and incentive compensation are offered on a limited basis |
| Team Buzz Williams, LP, an unrelated organization of which Brent L Williams is a partner received 1,000,000 in payments. | ||
| Trustees are not compensated. | ||
| The university pays the Marquette Jesuit Associates, Inc as a result of the involvement of the Society of Jesus with the university. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| WHEFA 2011A | |||||||
| 391337855 | 97710BD90 | 2011-02-17 | 27265000 | Various construction projects | false | false | false |
| WHEFA 2008B-3 | |||||||
| 391337855 | 99710BDT6 | 2008-11-20 | 33100000 | Various construction projects | false | false | false |
| WHEFA 2008B-2 | |||||||
| 391337855 | 97710BET5 | 2008-10-01 | 18765000 | Various construction projects | false | false | false |
| WHEFA 2008B-1 | |||||||
| 391337855 | 97710BES7 | 2008-10-01 | 31795000 | Various construction projects | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|
| 4860000 | 27669462 | 27332365 | 337097 | 2011 | true | false | true | true | |
| 1750000 | 33708889 | 360000 | 2011 | false | false | true | true | 33348889 | |
| 1035000 | 19132581 | 215000 | 2010 | false | false | true | true | 18917581 | |
| 1680000 | 31874869 | 12885000 | 439887 | 2010 | true | true | true | 18549982 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| 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 | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI |
|---|---|---|---|---|---|---|---|---|
| false | false | true | false | false | 0.01220 | 0.01220 | true | |
| false | false | true | false | false | 0.01070 | 0.02690 | true | 0.01620 |
| false | false | true | false | false | 0.01120 | 0.01120 | true | |
| false | false | true | false | false | 0.01380 | 0.01380 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | false |
| false | false | false | false | false | false |
| false | false | false | false | false | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEFA 2007A & 2007B | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 391337855 | IssuerEIN |
| CUSIP Number | 97710V4Y1 | CUSIPNumber |
| Date Issued | 2007-10-23 | DateIssued |
| Issue Price | 55000000 | IssuePrice |
| Description Of Purpose | Various construction projects | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | true | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 5205000 | AmountRetired |
| Total Proceeds | 57389183 | TotalProceeds |
| Issuance Costs From Proceeds | 1014631 | IssuanceCostsFromProceeds |
| Capital Expenditures | 56374552 | CapitalExpenditures |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | false | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | true | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | false | EngageBondCounselContracts |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.01770 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.02790 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.04560 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Amount Of GrantAmountOfGrant |
|---|---|
| Merit based scholarships | 18800 |
| Tuition remission | 118765 |
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Ms Natalie A Black | |||
| Trustee | 403362 | Climate control systems | false |
| Ms Kristine A Rappe | |||
| Trustee | 8499090 | Utiities | false |
| Ms Mary Ellen Stanek | |||
| Trustee | 626280 | Employee life insurance | false |
| Ms Mary Ellen Stanek | |||
| Trustee | 8499090 | Utilities | false |
| Ms Mary Ellen Stanek | |||
| Trustee | 66052 | Investment fees | false |
| Ms Anne A Zizzo | |||
| Trustee | 345827 | Media planning and buys | |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | 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 | 224 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4481420 | 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 | 32 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 43393 | 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 | 198513 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Value of donated property | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Bldg materials | 9 | 250839 | Value of donated property |
| X | Auction | 271 | 116887 | Value of donated property |
| X | Catering/other | 54 | 79351 | Value of donated property |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 4 | 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 | average is multiplied by the number of shares received, yielding the value of the gift. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part VI | 2 | Trustees serve on other corporate governing boards for which other Trustees are also directors or trustees. |
| Form 990 Part VI | 11b | The completed Form 990 was reviewed by the corporate officers in April 2013. Complete copies of the Form 990 were then provided to the Board of Trustees in April 2013. The Finance and Audit and Governance and Administration committees reviewed the completed 990 at the May 2013 Board of Trustees meeting. |
| Form 990 Part VI | 12c | Trustees and employees are required annually to disclose possible material interests and affiliations. |
| Form 990 Part VI | 15b | 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 determines the officer and key employee salary increases if any. The severance package for the Corporate Vice President did not follow this process. |
| Form 990 Part VI | 19 | Governing documents, conflict of interest statements and the financial statements are available on the university website. |
| Form 990 Part VII | The university pays the Marquette Jesuit Community, Inc. as a result of the involvement of the Society of Jesus with the university. | |
| Form 990 Part XI | 5 | Other changes in fund balance consist of unrealized losses, adjustments to trusts and uncollectible pledges. |
| Form 990 Part IV | 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 | 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 III Program Service Accomplishments | Line 4d Other Activities | Program Service Expenses 42,918,000, Grants and allocations 0, Revenue 47,377,000 Auxiliary enterprises |
| Form 990 Part III Program Service Accomplishments | Line 4d Other Activities | Program Service Expenses 19,227,000, Grants and allocations 0, Revenue 0 Libraries |
| Form 990 Part III Program Service Accomplishments | Line 4d Other Activities | Program Service Expenses 3,919,000, Grants and allocations 0, Revenue 0 Public service |
| Form 990 Part III Program Service Accomplishments | Line 4d Other Activities | Program Service Expenses 22,352,000, Grants and allocations 2,105,212, Revenue 15,337,435 Grants |
| Form 990, Part III, Line 4d Program Service Expenses 42,918,000, Grants and allocations 0, Revenue 47,377,000 Auxiliary enterprises Form 990, Part III, Line 4d Program Service Expenses 19,227,000, Grants and allocations 0, Revenue 0 Libraries Form 990, Part III, Line 4d Program Service Expenses 3,919,000, Grants and allocations 0, Revenue 0 Public service Form 990, Part III, Line 4d Program Service Expenses 22,352,000, Grants and allocations 2,105,212, Revenue 15,337,435 Grants Form 990 Part VI Section A Line 2 Trustees serve on other corporate governing boards for which other Trustees are also directors or trustees. Form 990 Part VI Section B Line 11b The completed Form 990 was reviewed by the corporate officers in April 2013. Complete copies of the Form 990 were then provided to the Board of Trustees in April 2013. The Finance and Audit and Governance and Administration committees reviewed the completed 990 at the May 2013 Board of Trustees meeting. Form 990 Part VI Section B Line 12c Trustees and employees are required annually to disclose possible material interests and affiliations. Form 990 Part VI Section B Line 15b 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 determines the officer and key employee salary increases if any. The severance package for the Corporate Vice President did not follow this process. 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 pays the Marquette Jesuit Community, Inc. as a result of the involvement of the Society of Jesus with the university. Form 990 Part XI Line 5 Other changes in fund balance consist of unrealized losses, adjustments to trusts and uncollectible pledges. 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. |