FRANCISCAN UNIVERSITY OF STEUBENVILLE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FRANCISCAN UNIVERSITY OF STEUBENVILLE (EIN 34-0714818)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2012-03-26
- IRS object ID
- 201230869349300503
- Schema version
- 2010v3.4
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-26T09:12:27-05:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 PENN AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714818 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCISCAN UNIVERSITY OF STEUBENVILLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRAN | NameControl |
| Phone | 7402833771 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 UNIVERSITY BOULEVARD | AddressLine1 |
| City | STEUBENVILLE | City |
| State | OH | State |
| ZIP Code | 43952 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID M SKIVIAT SR | Name |
| Title | VP OF FINANCE | Title |
| Phone | 7402833771 | Phone |
| Date Signed | 2012-03-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN M KIRSCH | Name |
| Phone | 4122613644 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FR TERENCE HENRY TOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 UNIVERSITY BOULEVARD | AddressLine1 |
| City | STEUBENVILLE | City |
| State | OH | State |
| ZIP Code | 43952 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 79050283 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FRANCISCAN.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | INSTITUTION OF HIGHER EDUCATION AND CHRISTIAN OUTREACH PROGRAMMING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2034 | TotalNbrEmployees |
| Total Nbr Volunteers | 1600 | TotalNbrVolunteers |
| Total Gross UBI | -642574 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -791357 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5255309 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6231069 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 56268538 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 59032415 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 425011 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2425345 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1544537 | OtherRevenuePriorYear |
| Other Revenue Current Year | 723418 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 63493395 | TotalRevenuePriorYear |
| Total Revenue Current Year | 68412247 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9350039 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10126345 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 28426552 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 29259865 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2697443 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23814040 | OtherExpensePriorYear |
| Other Expenses Current Year | 23643069 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 61590631 | TotalExpensesPriorYear |
| Total Expenses Current Year | 63029279 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1902764 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5382968 | RevenuesLessExpensesCY |
| Total Assets BOY | 139885157 | TotalAssetsBOY |
| Total Assets EOY | 151632813 | TotalAssetsEOY |
| Total Liabilities BOY | 33853758 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 34239387 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 106031399 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 117393426 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO FURTHER THE HIGHER EDUCATION OF MEN AND WOMEN THROUGH PROGRAMS OF LIBERAL, PROFESSIONAL, AND PRE-PROFESSIONAL STUDIES LEADING TO THE CONFERRAL OF BACCALAUREATE AND MASTER DEGREES IN ARTS AND SCIENCES AND TO PROMOTE THE MORAL,SPIRITUAL,& RELIGIOUS VALUES OF ITS STUDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 50709497 | Expense |
| Grants | 10125245 | Grants |
| Revenue | 57837494 | Revenue |
| Description | INSTRUCTION AND AUXILIARY SERVICES (INCLUDING ROOM AND BOARD) AS RELATED TO THE INSTRUCTION OF 2,548 UNDERGRADUATE AND GRADUATE STUDENTS ENROLLED IN 47 MAJORS AND 33 MINOR ACADEMIC PROGRAMS. A TOTAL OF 524 UNDERGRADUATE AND 145 GRADUATE DEGREES WERE CONFERRED IN THE 2010-11 ACADEMIC YEAR. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2558769 | Expense |
| Grants | 1100 | Grants |
| Revenue | 2603148 | Revenue |
| Description | CHRISTIAN OUTREACH PROGRAMS IN EDUCATION AND SPIRITUAL FORMATION- 40,661 YOUTH AND OTHER PARTICIPANTS IN CHRISTIAN OUTREACH CONFERENCES, SEMINARS, CATHOLIC PROGRAMMING AND YOUTH OUTREACH PROGRAMS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 53268266 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 1 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4084 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2034 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | AU | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN A STEITZ CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7402833771 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 UNIVERSITY BOULEVARD | AddressLine1 |
| City | STEUBENVILLE | City |
| State | OH | State |
| ZIP Code | 43952 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DRCHARLES BENTZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DIANE BROWN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAUL CARAPELLOTTI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REVMICHAEL CISKI TOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THERESA COLLINS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MOTHER REGINA PACIS | |||||||
| COURY F.S.G.M., TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MOST REV ROGER J FOYS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ED JOHNSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALBERT H LANGSENKAMP | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV NATHAN MALAVOLTI TOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMIE MCALEER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAUL NIGRO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD K RIEDERER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID ROBERTSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV SEAN SHERIDAN TOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CAROL SNYDER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV MALACHI VAN TASSELL TOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV CLETUS WATSON TOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV TERENCE HENRY TOR | |||||||
| PRESIDENT | 50.00 | X | 0 | 0 | 0 | X | |
| V REV CHRISTIAN ORAVEC TOR | |||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X | |
| MR ROBERT SMITH | |||||||
| VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X | |
| DAVID M SKIVIAT SR | |||||||
| VP OF FINANCE | 50.00 | 124033 | 0 | 45975 | X | ||
| JANINE STASIULEWICZ | |||||||
| SECRETARY | 40.00 | 36868 | 0 | 5455 | X | ||
| DR ROBERT G FILBY | |||||||
| EXECUTIVE VP | 50.00 | 150646 | 0 | 26508 | X | ||
| BRENAN PATRICK PERGI | |||||||
| EXECUTIVE DIR. HUMAN RESOURCES | 50.00 | 85542 | 0 | 22212 | X | ||
| THOMAS WILSON | |||||||
| INTERIM VP ACADEMIC AFFAIRS | 50.00 | 87426 | 0 | 21654 | X | ||
| ADAM SCURTI | |||||||
| VP HUMAN RESOURCES/LEGAL COUNSEL | 50.00 | 128888 | 0 | 6550 | X | ||
| MICHAEL M HERNON | |||||||
| VP OF ADVANCEMENT | 50.00 | 131486 | 0 | 25731 | X | ||
| DAVID ALAN SCHMIESING | |||||||
| VP OF STUDENT LIFE | 50.00 | 100366 | 0 | 23585 | X | ||
| JOEL S RECZNIK | |||||||
| VP OF ENROLLMENT MGMT | 50.00 | 103787 | 0 | 74672 | X | ||
| DR MAXWELL BONILLA | |||||||
| FORMER VP ACADEMIC AFFAIRS | 50.00 | 148403 | 0 | 27251 | X | ||
| DR MICHAEL HEALY | |||||||
| PROFESSOR | 50.00 | 114215 | 0 | 45410 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1211660 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 325003 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO INC | |||||
| 10400 FERNWOOD ROAD | BETHESDA | MD | 20817 | FOOD SERVICE | 3554044 |
| MASSARO CORPORATION | |||||
| 120 DELTA DRIVE | PITTSBURGH | PA | 15238 | CONSTRUCTION | 1435803 |
| FRANCISCAN FRIARS TOR | |||||
| PO BOX 188 | LORETTO | PA | 15940 | ADMIN & FACULTY | 931997 |
| MACLACHLAN CORNELIUS & FILONI INC | |||||
| 307 4 AVE | PITTSBURGH | PA | 15222 | ARCHITECT | 430595 |
| JEFFERSON INVESTIGATORS & SECURITY INC | |||||
| 1439 SUNSET BLVD | STEUBENVILLE | OH | 43952 | SECURITY | 388717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Fundraising Events | 42475 | FundraisingEvents |
| Government Grants | 725172 | GovernmentGrants |
| All Other Contributions | 5463422 | AllOtherContributions |
| Noncash Contributions | 423233 | NoncashContributions |
| Total Contributions | 6231069 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | 43850139 | 43850139 | |
| AUXILIARY ACTIVITIES | 900099 | 10856363 | 10856363 | |
| CHRISTIAN OUTREACH | 611710 | 2603148 | 2474282 | 128866 |
| STUDENT REL.ACTIVITIES | 900099 | 710969 | 705302 | 5667 |
| EDUCATIONAL ACTIVITIES | 900099 | 689949 | 689949 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 321847 | TotalRevenueColumn |
| Related Or Exempt Function Income | 295224 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 26623 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 59032415 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1026591 | TotalRevenueColumn |
| Unrelated Business Revenue | 6599 | UnrelatedBusinessRevenue |
| Exclusion | $1,019,992 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8361042 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6339854 | Securities |
| Other | 622434 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2021188 | Securities |
| Other | -622434 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1398754 | TotalRevenueColumn |
| Exclusion | $1,398,754 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 3164 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 42475 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 38585 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -35421 | TotalRevenueColumn |
| Exclusion | -$35,421 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 3158 | GrossIncomeGaming |
| Gaming Direct Expenses | 3373 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -215 | TotalRevenueColumn |
| Exclusion | -$215 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 5203173 | GrossSalesOfInventory |
| Cost Of Goods Sold | 3633790 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1569383 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1569383 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GVHIH ACTIVITY | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -810329 | TotalRevenueColumn |
| Unrelated Business Revenue | -810329 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -810329 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68412247 | TotalRevenueColumn |
| Related Or Exempt Function Income | 60440642 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -642574 | UnrelatedBusinessRevenue |
| Exclusion | $2,383,110 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9353053 | Total |
| Program Services | 9353053 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 773292 | Total |
| Program Services | 773292 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1248080 | Total |
| Program Services | 441735 | ProgramServices |
| Management And General | 644034 | ManagementAndGeneral |
| Fundraising | 162311 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20450495 | Total |
| Program Services | 16667006 | ProgramServices |
| Management And General | 2549375 | ManagementAndGeneral |
| Fundraising | 1234114 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1155173 | Total |
| Program Services | 943891 | ProgramServices |
| Management And General | 124726 | ManagementAndGeneral |
| Fundraising | 86556 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4921351 | Total |
| Program Services | 3896721 | ProgramServices |
| Management And General | 661125 | ManagementAndGeneral |
| Fundraising | 363505 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1484766 | Total |
| Program Services | 1162133 | ProgramServices |
| Management And General | 203433 | ManagementAndGeneral |
| Fundraising | 119200 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29694 | Total |
| Management And General | 29694 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183652 | Total |
| Program Services | 12770 | ProgramServices |
| Management And General | 170882 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26847 | Total |
| Management And General | 26847 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1396646 | Total |
| Program Services | 1169236 | ProgramServices |
| Management And General | 196974 | ManagementAndGeneral |
| Fundraising | 30436 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248584 | Total |
| Program Services | 167747 | ProgramServices |
| Management And General | 10126 | ManagementAndGeneral |
| Fundraising | 70711 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3768581 | Total |
| Program Services | 3315193 | ProgramServices |
| Management And General | 135759 | ManagementAndGeneral |
| Fundraising | 317629 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1026742 | Total |
| Program Services | 620371 | ProgramServices |
| Management And General | 330058 | ManagementAndGeneral |
| Fundraising | 76313 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17540 | Total |
| Program Services | 15180 | ProgramServices |
| Fundraising | 2360 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3062714 | Total |
| Program Services | 2442246 | ProgramServices |
| Management And General | 620468 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1486099 | Total |
| Program Services | 1238369 | ProgramServices |
| Management And General | 144405 | ManagementAndGeneral |
| Fundraising | 103325 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107862 | Total |
| Program Services | 65643 | ProgramServices |
| Management And General | 29802 | ManagementAndGeneral |
| Fundraising | 12417 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1150772 | Total |
| Program Services | 1126022 | ProgramServices |
| Management And General | 24750 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3974326 | Total |
| Program Services | 3567476 | ProgramServices |
| Management And General | 406850 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 405545 | Total |
| Program Services | 150727 | ProgramServices |
| Management And General | 254818 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE | 3881206 | 3881206 | ||
| ALLOWANCE FOR UNCOLLECT | 1047993 | 1047993 | ||
| REPAIR & MAINTENANCE | 825470 | 519517 | 303114 | 2839 |
| HOSPITALITY | 648442 | 543602 | 37111 | 67729 |
| DUES/MEMBERSHIPS | 187944 | 85088 | 59108 | 43748 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166410 | Total |
| Program Services | 62049 | ProgramServices |
| Management And General | 100111 | ManagementAndGeneral |
| Fundraising | 4250 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63029279 | Total |
| Program Services | 53268266 | ProgramServices |
| Management And General | 7063570 | ManagementAndGeneral |
| Fundraising | 2697443 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227186 | BOY |
| EOY | 74954 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6266650 | BOY |
| EOY | 7501573 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2733834 | BOY |
| EOY | 2754476 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 749140 | BOY |
| EOY | 1276931 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1827800 | BOY |
| EOY | 973491 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594156 | BOY |
| EOY | 538741 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1096680 | BOY |
| EOY | 1299102 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 112371110 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 40249563 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73012965 | BOY |
| EOY | 72121547 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43157811 | BOY |
| EOY | 53382666 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10114832 | BOY |
| EOY | 11611582 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104103 | BOY |
| EOY | 97750 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139885157 | BOY |
| EOY | 151632813 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5908624 | BOY |
| EOY | 6864190 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 715160 | BOY |
| EOY | 714524 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2185562 | BOY |
| EOY | 2607288 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21263000 | BOY |
| EOY | 20069000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2733079 | BOY |
| EOY | 2615923 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1048333 | BOY |
| EOY | 1368462 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33853758 | BOY |
| EOY | 34239387 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79237992 | BOY |
| EOY | 84401858 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12035974 | BOY |
| EOY | 17038743 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14757433 | BOY |
| EOY | 15952825 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106031399 | BOY |
| EOY | 117393426 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139885157 | BOY |
| EOY | 151632813 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5382968 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5979059 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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 D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 139771 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32893733 | BeginningOfYearBalance |
| Contributions | 2367838 | Contributions |
| Investment Earnings Or Losses | 5995895 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 329925 | GrantsOrScholarships |
| End Of Year Balance | 40927541 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27392641 | BeginningOfYearBalance |
| Contributions | 1204930 | Contributions |
| Investment Earnings Or Losses | 4619294 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 323132 | GrantsOrScholarships |
| End Of Year Balance | 32893733 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36229668 | BeginningOfYearBalance |
| Contributions | 1060498 | Contributions |
| Investment Earnings Or Losses | -8480100 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1417425 | GrantsOrScholarships |
| End Of Year Balance | 27392641 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.38000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.39000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.23000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8006021 | OtherCostOrOtherBasis |
| Book Value | 8006021 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 91937683 | OtherCostOrOtherBasis |
| Depreciation | 33448257 | Depreciation |
| Book Value | 58489426 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12287635 | OtherCostOrOtherBasis |
| Depreciation | 6801306 | Depreciation |
| Book Value | 5486329 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 139771 | OtherCostOrOtherBasis |
| Book Value | 139771 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 72121547 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE INVESTMENT FUNDS & PARTNERSHIPS | 11610582 | F |
| GOOD VENTURE ENTERPRISES, LLC | 1000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 11611582 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STUDENT AND OTHER DEPOSITS | Description |
| Amount | $1,368,462 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1368462 | TotalOfAmounts |
| Total Revenue | 68412247 | TotalRevenue |
| Total Expenses | 63029279 | TotalExpenses |
| Excess Or Deficit For Year | 5382968 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5979059 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 5979059 | TotalAdjustments |
| Excess Or Deficit Per FS | 11362027 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 66952432 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5979059 | NetUnrealizedGainsInvestments |
| Other Revenues | -11737056 | OtherRevenues |
| Revenue Not Rptd F990 | -5757997 | RevenueNotRptdF990 |
| Revenue Subtotal | 72710429 | RevenueSubtotal |
| Other Revenues Not Included | -4298182 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -4298182 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 68412247 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 55590405 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3675748 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3675748 | ExpensesNotRptdF990 |
| Expenses Subtotal | 51914657 | ExpensesSubtotal |
| Other Expenses Not Included | 11114622 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11114622 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 63029279 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE UNIVERSITY'S COLLECTIONS INCLUDE PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, DRAWINGS AND WATERCOLORS AND DECORATIVE ARTS. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, CURATORIAL AND OTHER RELIGIOUS PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. ITEMS ARE REFLECTED IN EQUIPMENT IN THE FINANCIAL STATEMENTS AT APPRAISED VALUE ON THE DATE PURCHASED OR CONTRIBUTED. | |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 135 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES IN FURTHERANCE OF THE ORGANIZATION'S MISSION INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE UNIVERSITY FOLLOWS THE RELEVANT ACCOUNTING GUIDANCE RELATIVE TO UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. THE UNIVERSITY FILES INFORMATION AND INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION, AND VARIOUS STATES AND FOREIGN JURISDICTIONS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| STUDENT FINANCIAL AID: -10,124,145. TUITION REMISSION PROGRAM: -1,612,911. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| DIRECT FUNDRAISING EXPENSES: -41,958. COST OF GOODS SOLD: -3,633,790. LOSS ON DISPOSAL OF ASSETS: -622,434. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| DIRECT FUNDRAISING EXPENSES: 41,958. COST OF GOODS SOLD: 3,633,790. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| STUDENT FINANCIAL AID: 10,124,145. TUITION REMISSION PROGRAM: 1,612,911. LOSS ON DISPOSAL OF ASSETS: -622,434. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | ALL UNDERGRADUATE & GRADUATE APPLICATIONS REFLECT NON-DISCRIMINATORY POLICIES. THE POLICY STATEMENT IS CONTAINED IN NEWSPAPER AND RADIO ADVERTISING AND PUBLISHED IN UNIVERSITY CATALOGS AND DOCUMENTS DISTRIBUTED TO HIGH SCHOOLS AND AT COLLEGE INFORMATION FAIRS. THE POLICY IS ALSO STATED ON THE UNIVERSITY'S WEBSITE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | EDUCATIONAL ASSISTANCE IS RECEIVED IN THE FORM OF FEDERAL AND STATE GRANTS AWARDED TO INDIVIDUAL STUDENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE | 2 | 23 | EDUCATIONAL | INSTRUCTION, STUDENT HOUSING, ADMINISTRATION. | 4893725 |
| CENTRAL AMERICA AND CARIBBEAN | 0 | 4 | CHRISTIAN OUTREACH | MISSIONS. | 77194 |
| SOUTH AMERICA | 0 | 2 | CHRISTIAN OUTREACH | MISSIONS. | 39648 |
| NORTH AMERICA | 0 | 2 | EDUCATIONAL AND CHRISTIAN OUTREACH | ACADEMIC, INSTRUCTION, SUPPORT SERVICES AND MISSIONS. | 2084 |
| EUROPE | 2 | 23 | EDUCATIONAL GRANTS | STUDENT AID AND TUITION REMISSION FOR STUDY ABROAD PROGRAM PARTICIPANTS. | 869392 |
| CENTRAL AMERICA AND CARIBBEAN | 0 | 0 | INVESTMENTS | N/A | 7335822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 4 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 54 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 4 | TotalNumberOfOffices |
| Total Number Of Employees | 54 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 13217865 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 13217865 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | STUDENT AID FOR STUDY ABROAD PROGRAM | TypeOfAssistance |
| Region | EUROPE | Region |
| Number Of Recipients | 317 | NumberOfRecipients |
| Amount Of Cash Grant | 773292 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CREDIT TO STUDENTS' ACCOUNTS FOR FINANCIAL AID | MannerOfCashDisbursement |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: SCHOLARSHIPS, FEDERAL, STATE AND INSTITUTIONAL AID IS AWARDED TO STUDENTS BASED UPON THEIR FINANCIAL NEED AND ACADEMIC ACHIEVEMENT. THE SELECTION COMMITTEE FOR SCHOLARSHIPS IS COMPRISED OF REPRESENTATIVES FROM ADMISSIONS, ENROLLMENT SERVICES, STUDENT LIFE, FRANCISCAN FRIARS AND VARIOUS FACULTY MEMBERS. ALL AID IS PROCESSED THROUGH THE FINANCIAL AID OFFICE AND IS POSTED TO THE STUDENTS' RECEIVABLE ACCOUNTS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CENTURY CLUB | NameOfEvent1 |
| Gross Receipts Event1 | 33015 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 33015 | CharitableContributionsEvent1 |
| Rent Facility Costs Event1 | 500 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 13247 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 10500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 12263 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BASEBALL DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 12624 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 9460 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 3164 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 500 | CashPrizesEvent2 |
| Food And Beverage Event2 | 1370 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 200 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 5 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 45639 | GrossReceiptsTotal |
| Charitable Contributions Total | 42475 | CharitableContributionsTotal |
| Gross Revenue Total Events | 3164 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 500 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 500 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 14617 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 10700 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 12268 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 38585 | DirectExpenseSummaryEvents |
| Net Income Summary | -35421 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| FEDERAL FINANCIAL AID | 266 | 411532 |
| STATE FINANCIAL AID | 132 | 136901 |
| INSTITUTIONAL AID | 1786 | 7949275 |
| RESTRICTED SCHOLARSHIPS | 399 | 854245 |
| SCHOLORSHIPS FOR PRIESTS | 2 | 1100 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THESE FUNDS REPRESENT FINANCIAL AID ISSUED TO STUDENTS IN THE FORM OF FEDERAL AND STATE GRANTS, SCHOLARSHIPS, TUITION DISCOUNTS, AND INSTITUTIONAL FINANCIAL AID. STUDENTS RECEIVING SCHOLARSHIPS AND GRANTS FROM FRANCISCAN UNIVERSITY ARE MONITORED TO ENSURE THEY MEET THE ACADEMIC REQUIREMENTS OR OTHER CRITERIA ASSOCIATED WITH THE RESPECTIVE AWARD. ALL AID IS PROCESSED THROUGH THE FINANCIAL AID OFFICE AND IS POSTED TO THE STUDENTS' RECEIVABLE ACCOUNTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID M SKIVIAT SR | |||||||||||||
| 124033 | 0 | 0 | 0 | 0 | 0 | 12577 | 0 | 33398 | 0 | 170008 | 0 | 0 | 0 |
| DR ROBERT G FILBY | |||||||||||||
| 150646 | 0 | 0 | 0 | 0 | 0 | 15058 | 0 | 11450 | 0 | 177154 | 0 | 0 | 0 |
| MICHAEL M HERNON | |||||||||||||
| 131486 | 0 | 0 | 0 | 0 | 0 | 12221 | 0 | 13510 | 0 | 157217 | 0 | 0 | 0 |
| JOEL S RECZNIK | |||||||||||||
| 103787 | 0 | 0 | 0 | 0 | 0 | 10549 | 0 | 64123 | 0 | 178459 | 0 | 0 | 0 |
| DR MAXWELL BONILLA | |||||||||||||
| 148403 | 0 | 0 | 0 | 0 | 0 | 13716 | 0 | 13535 | 0 | 175654 | 0 | 0 | 0 |
| DR MICHAEL HEALY | |||||||||||||
| 112775 | 0 | 0 | 0 | 1440 | 0 | 8603 | 0 | 36807 | 0 | 159625 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1B | ReturnReference |
| Explanation | THE UNIVERSITY OWNS THE FRIARY BUILDING ON ITS CAMPUS. FATHER HENRY RESIDES IN THE FRIARY WITH THE OTHER FRIARS AND DOES NOT PAY RENT. ALL OPERATING EXPENSES ARE THE FINANCIAL RESPONSIBILITY OF THE THIRD ORDER REGULAR OF ST. FRANCIS OF PENANCE (TOR) OF THE PROVINCE OF THE MOST SACRED HEART OF JESUS. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 346849674 | IssuerEIN |
| CUSIP Number | 67756AWD0 | CUSIPNumber |
| Date Issued | 2006-07-06 | DateIssued |
| Issue Price | 20694366 | IssuePrice |
| Description Of Purpose | REFUNDING,DORMITORY AND OTHER CAPITAL PROJECTS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 20694366 | TotalProceeds |
| Amount In Reserve Fund | 1535358 | AmountInReserveFund |
| Refunding Escrow | 3085500 | RefundingEscrow |
| Issuance Costs From Proceeds | 537971 | IssuanceCostsFromProceeds |
| Capital Expenditures | 15535535 | CapitalExpenditures |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| P SKIVIAT | |||
| OFFICER'S FAMILY MEMBER | 30664 | SALARY - LONG STANDING EMPLOYMENT RELATIONSHIP | 0 |
| KEVIN HARRIS | |||
| OFFICER'S FAMILY MEMBER | 69424 | SALARY | 0 |
| JOHN RECZNIK | |||
| OFFICER'S FAMILY MEMBER | 50537 | SALARY | 0 |
| MARK RECZNIK | |||
| OFFICER'S FAMILY MEMBER | 76677 | SALARY | 0 |
| MARGE WILSON | |||
| OFFICER'S FAMILY MEMBER | 17300 | SALARY | 0 |
| DR ANTHONY SCURTI | |||
| OFFICER'S FAMILY MEMBER | 12875 | INDEPENDENT CONTRACTOR | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 423233 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE UNIVERSITY USES AN OUTSIDE BROKER TO SELL SECURITIES RECEIVED AS CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FR. TERENCE HENRY,T.O.R, FR. MALACHI VAN TASSELL, T.O.R, AND DR. ROBERT FILBY ARE MEMBERS OF THE MARIA THRON FOUNDATION SUPERVISORY BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 6 | FRANCISCAN UNIVERSITY OF STEUBENVILLE IS A 501(3)(C) NONPROFIT CORPORATION WITH MEMBERS. THE MEMBERS OF THE CORPORATION ARE THE MINISTER PROVINCIAL AND THE PROVINCIAL CURIA OF THE MOST SACRED HEART OF JESUS, THIRD ORDER REGULAR (T.O.R.) AND THE PRESIDENT OF THE FRANCISCAN UNIVERSITY OF STEUBENVILLE WHO SERVES AS MEMBER EX OFFICIO. THESE INDIVIDUALS SERVE AS MEMBERS OF THE CORPORATION DURING THEIR RESPECTIVE TERMS AS MINISTER PROVINCIAL, MEMBERS OF THE PROVINCIAL CURIA, AND PRESIDENT OF THE UNIVERSITY. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MINISTER PROVINCIAL OF THE PROVINCE OF THE MOST SACRED HEART OF JESUS IS AN EX OFFICIO MEMBER OF BOARD. THIS INDIVIDUAL IS ELECTED BY THE PROVINCE OF THE MOST SACRED HEART OF JESUS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING POWERS ARE RESERVED EXCLUSIVELY TO THE MEMBERS OF THE CORPORATION: A. TO DETERMINE THE PHILOSOPHY AND OBJECTIVES OF THE CORPORATION. B. TO ADOPT AMENDMENTS TO THE ARTICLES OF INCORPORATION, AND TO ALTER, AMEND, OR REPEAL BYLAWS. C. TO PURCHASE, SELL, LEASE, TRANSFER OR ENCUMBER, CONSTRUCT, OR UNDERTAKE THE DESTRUCTION OF LAND AND/OR BUILDINGS OWNED BY THE UNIVERSITY, OR IN WHICH THE UNIVERSITY HAS OR WILL HAVE LEGAL OR EQUITABLE TITLE. D. TO MERGE, CONSOLIDATE, OR AFFILIATE THE UNIVERSITY WITH ANY OTHER CORPORATION. E. TO DISSOLVE OR TERMINATE THE EXISTENCE OF THE UNIVERSITY AND TO DETERMINE THE DISTRIBUTION OF CORPORATE ASSETS UPON SUCH DISSOLUTION OR TERMINATION, PROVIDED THAT SUCH DISTRIBUTION BE EXCLUSIVELY MADE FOR SUCH PURPOSES AS ARE EXEMPT FROM TAXATION UNDER FEDERAL LAW. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE UNIVERSITY'S FINANCE MANAGEMENT TEAM. UPON COMPLETION OF THIS REVIEW, THE FORMS ARE FINALIZED AND A COMPLETE COPY OF THE RETURN IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES VIA THE UNIVERSITY'S INTRANET SITE IN ADVANCE OF FILING WITH THE INTERNAL REVENUE SERVICE. AFTER THE AUDIT COMMITTEE REVIEWS THE FORM 990 THEY COMMUNICATE WITH THE FULL BOARD. THE FORM 990 IS AVAILABLE ON THE INTRANET SITE FOR ANY BOARD MEMBER TO VIEW. | |
| BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS TO IDENTIFY POTENTIAL OR ACTUAL CONFLICTS. MEMBERS OF THE UNIVERSITY'S FINANCE MANAGEMENT TEAM REVIEW ALL COMPLETED ANNUAL DISCLOSURES. PERCEIVED OR ACTUAL CONFLICTS ARE ADVANCED TO THE BOARD FOR RESOLUTION. | FORM 990, PART VI, SECTION B, LINE 12C | |
| A. THE PRESIDENT OF THE UNIVERSITY, A CATHOLIC PRIEST OF THE FRANCISCAN FRIARS TOR, HAS TAKEN A VOW OF POVERTY AND IS NOT COMPENSATED FOR HIS SERVICE TO THE UNIVERSITY. THIS ARRANGEMENT IS DISCLOSED AND REVIEWED BY THE PROVINCIAL OF THE FRANCISCAN ORDER AND THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. DUE TO THE FACT THAT NO COMPENSATION IS PAID TO THE PRESIDENT, POLICIES AND PROCESSES REGARDING AWARDING PRESIDENTIAL COMPENSATION ARE NOT RELEVANT. DISCLOSURES IN PART VII AND SCHEDULE J REFLECT THIS FACT. THE UNIVERSITY DOES MAKE A PAYMENT TO THE FRANCISCAN FRIARS TOR FOR THE SERVICES PERFORMED BY ALL FRIARS. B. THE OFFICERS' COMPENSATION IS DETERMINED WITHIN THE BUDGETING PROCESS AND SALARY INCREASES ARE APPROVED BY THE EXECUTIVE VICE PRESIDENT, THE PRESIDENT AND FINALLY BY AN INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. FRANCISCAN UNIVERSITY ENGAGED AN INDEPENDENT CONSULTANT TO ASSIST WITH THE DESIGN OF A COMPENSATION PROGRAM THAT INCORPORATES COMPENSATION COMPARABLES AND ESTABLISHED SALARY RANGES THAT TAKE INTO CONSIDERATION, AMONG OTHER ITEMS, JOB REQUIREMENTS, SKILL SET AND PERFORMANCE. | FORM 990, PART VI, SECTION B, LINE 15 | |
| FRANCISCAN UNIVERSITY OF STEUBENVILLE MAKES ITS GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST SUBMITTED TO VP OF FINANCE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 5,979,059. | FORM 990, PART XI, LINE 5: |
| AUDIT COMMITTEE DUTIES INCLUDE RECOMMENDING ENGAGEMENT OF INDEPENDENT AUDIT FIRM FOR BOARD APPROVAL, REVIEWING OF FINANCIAL STATEMENTS AND AUDIT RESULTS, FOLLOWING UP ON AUDIT RECOMMENDATIONS, AND REVIEWING FINANCIAL REPORTING COMPLIANCE. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XI, QUESTION 2C: OVERSIGHT OF FINANCIAL STATEMENT AUDIT: | |
| THE FOLLOWING INDIVIDUALS SERVE AS EMERITUS TRUSTEES OF THE FRANCISCAN UNIVERSITY OF STEUBENVILLE WITH NO VOTING RIGHTS: DR. JOHN H. IRVIN AND REV. BRIAN MILLER, TOR. | FORM 990, PART VII: EMERITUS TRUSTEES: | |
| $ 174,165 - 7,913 SHARES GOLDMAN SACHS GROUP $ 11,554 - 453 SHARES BANCORP SOUTH INC. $ 9,102 - 600 SHARES FORD MOTOR COMPANY $ 10,967 - 412 SHARES LOWES COMPANIES INC. $ 14,061 - 205 SHARES NORFOLK SOUTHERN CORP. $ 25,996 - 504 SHARES YUM BRANDS TOTAL: $245,845 | SCHEDULE B, PART II, NONCASH PROPERTY: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| GOOD VENTURE ENTERPRISES LLC | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 340714818 | PROVIDE DORMITORY & SOCIAL SPACE FOR STUDENTS & GUESTS | OH | 842206 | 5487806 | N/A |
| GOOD VENTURE HIH LLC | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 261329844 | PROVIDE HOTEL/REST SVC & LIMITED DORM SPACE FOR STUDENTS/GUESTS | OH | 189601 | 4195639 | N/A |
| GOOD VENTURE BELLEVIEW | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 340714818 | FUTURE DEVELOPMENT FOR CAMPUS EXPANSION | OH | 0 | 2009000 | N/A |
| GOOD VENTURE PROPERTIES | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 340714818 | FUTURE DEVELOPMENT FOR CAMPUS AND EXPANSION | OH | 351923 | 2266702 | N/A |
| GOOD VENTURE PARKVIEW CIRCLE LLC | |||||||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | 340714818 | PROVIDE RESIDENTIAL AND ACADEMIC SPACE FOR STUDENTS | OH | -25172 | 3993516 | N/A |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION MARIA THRON | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3292 GAMING KARTAUSE 1 | AddressLine1 |
| City | GAMING | City |
| Province Or State | EUROPE | ProvinceOrState |
| Country | AU | Country |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HISTORIC MONASTERY SITE OF THE UNIVERSITY'S STUDY ABROAD PROGRAM | PrimaryActivities |
| Legal Domicile Foreign Country | AU | LegalDomicileForeignCountry |
| Exempt Code Section | N/A | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCISCAN UNIVERSITY ONLINE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 UNIVERSITY BOULEVARD | AddressLine1 |
| City | STEUBENVILLE | City |
| State | OH | State |
| ZIP Code | 43952 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453154004 | EIN |
| Primary Activity | ONLINE EDUCATION | PrimaryActivity |
| Legal Domicile State | OH | LegalDomicileState |
| Predominant Income Type | 0 | PredominantIncomeType |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Percentage Ownership | 0.51000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| FOUNDATION MARIA THRON-LEASE PAYMENTS | ||
| J | 952324 | FMV |
| FOUNDATION MARIA THRON-PAYMENT FOR FOOD SERVICES | ||
| L | 512260 | FMV |
| FOUNDATION MARIA THRON-REPAYMENT OF LOAN PROCEEDS WITH INTEREST | ||
| R | 55485 | FMV |