2011-05-11T15:34:35-05:00 2010-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2009-07-01 362167804 NATIONAL LOUIS UNIVERSITY NATI 8479475580 1000 CAPITOL DRIVE WHEELING IL 60090 KENT KAY 8479475580 2011-05-11 true Joyce A Dulworth 2604604000 2009 2016-02-24 21:20:13Z KENT KAY 122 S MICHIGAN AVE CHICAGO IL 60603 92027690 false X www.nl.edu X 1912 IL NATIONAL LOUIS UNIVERSITY PROVIDES ACCESS TO QUALITY HIGHER EDUCATION THAT NURTURES OPPORTUNITY FOR STUDENTS THROUGH INNOVATIVE TEACHING, SCHOLARSHIP, COMMUNITY ENGAGEMENT, AND SERVICE EXCELLENCE. 20 19 1682 26 0 0 6653967 6328038 82510129 84411534 941883 697747 557069 399253 90663048 91836572 4403294 3812108 0 0 52903252 52282457 156917 0 1543671 32150430 32174375 89613893 88268940 1049155 3567632 105298884 109186021 55998414 54077994 49300470 55108027 NATIONAL LOUIS UNIVERSITY'S MISSION IS TO DEVELOP HIGHLY COMPETENT AND HUMANE INDIVIDUALS TO SERVE AND LEAD IN AN INCREASINGLY DIVERSE AND GLOBAL SOCIETY. CENTRAL TO THIS MISSION IS A COMMITMENT TO LIFE-LONG AND ACTIVE ENGAGEMENT IN LEARNING. AS AN INDEPENDENT, NOT-FOR-PROFIT UNIVERSITY THAT VALUES TEACHING, NLU LINKS TESTED THEORY AND PRACTICE WITH THE ON-GOING EXPERIENCES OF ITS STUDENTS. false false 73532267 3812108 84832068 INSTRUCTION - FOR FISCAL YEAR 2010 THE UNIVERSITY SERVED A TOTAL OF 11,497 STUDENTS THROUGHOUT ITS VARIOUS PROGRAMS OF INSTRUCTION. THE TOP THREE PROGRAMS INCLUDE: NATIONAL COLLEGE OF EDUCATION WITH 5,790 STUDENTS, COLLEGE OF ARTS AND SCIENCES WITH 1,918 STUDENTS AND THE COLLEGE OF MANAGEMENT AND BUSINESS WITH 1,233 STUDENTS. THE UNIVERSITY ALSO SERVED A TOTAL OF 2,556 STUDENTS WHO HAVE NOT DECLARED A COLLEGE. 5261144 PUBLIC SERVICE - THE UNIVERSITY PROVIDES A NUMBER OF EDUCATIONAL AND CULTURAL PROGRAMS FOR THE GENERAL COMMUNITY. 78793411 true true false false false false false false true true true false true true true false true false true false false false true true false false false false false false false false false false false false false true false false false true 180 0 true 1682 true false false false false false false false false false 20 19 true false false false false false false true true false false true true true true true true true true false X MARTY MICKEY 8479475580 1000 CAPITOL DRIVE WHEELING IL 60090 HENRY B BETTS MD 1.0 X 0 0 0 MARK A CHUDZINKSI 1.0 X 0 0 0 GARY S FEINERMAN 1.0 X 0 0 0 BRIAN G HANESSIAN 1.0 X 0 0 0 DAVID A HELFAND 1.0 X 0 0 0 RHONDA L HOPPS 1.0 X 0 0 0 MARGARET L MORELAND 1.0 X 0 0 0 RUSSELL J RIENDEAU PHD 1.0 X 0 0 0 SHEILA T ROMANO 1.0 X 0 0 0 RICHARD M ROSS JR 1.0 X 0 0 0 DOUGLAS D RYAN 1.0 X 0 0 0 ROBIN M STEANS 1.0 X 0 0 0 MARIO M TRICOCI 1.0 X 0 0 0 ESTELLE G WALGREEN 1.0 X 0 0 0 GREGORY A WHITE 1.0 X 0 0 0 JOSEPH M KUNZE 1.0 X 0 0 0 R TIGHE MAGNUSON 1.0 X 0 0 0 ROXANE MCLEAN 1.0 X 0 0 0 JULIAN G POSADA 1.0 X 0 0 0 ALBERTA M ALDINGER 1.0 X 0 0 0 RONALD E DENARD 1.0 X 0 0 0 LYNN B DONALDSON 1.0 X 0 0 0 BEVERLEY J KROLL 1.0 X 0 0 0 J CLINTON MABIE 1.0 X 0 0 0 LOIS A SCOTT 1.0 X 0 0 0 SCOTT E SMITH 1.0 X 0 0 0 NIVINE MEGAHED 40.0 X X 0 0 0 GEORGE LITMAN - INTERIM PRESIDENT 40.0 X X 182359 0 31237 DOUGLAS KENT KAY 40.0 X X 185981 0 27570 THOMAS BERGMANN 40.0 X 144191 0 28880 JAMES BRITT 40.0 X 174915 0 25342 KATHLEEN WALSH 40.0 X 117174 0 16066 WILLIAM ROBERTS 40.0 X 134905 0 18698 GEORGE VALCOURT 40.0 X 83236 0 14229 MCCEIL JOHNSON 40.0 X 94488 0 18406 MARTY MICKEY 40.0 X 91269 0 35896 CHRIS MULTHAUF 40.0 X 172582 0 33649 COSTAS SPIROU 40.0 X 150760 0 23692 PAULA BLOOM 40.0 X 129668 0 27816 DIANE GERMAN 40.0 X 131348 0 29098 CHRISTOPHER DAVIS 40.0 X 135053 0 25056 RICHARD J PAPPAS 40.0 X 249307 0 30033 LARRY POLSELLI 40.0 X 151198 0 22804 JEANNE HARTIG 40.0 X 148230 0 22379 2476664 0 430851 37 true true false SUNGARD HIGHER EDUCATION 300 MAITLAND CENTER PKWY MAITLAND FL 32751 IT SERVICES 4273409 CONROY MEDIA 6713 KINGERY HIGHWAY WILLOWBROOK IL 60527 ADVERTISING 2183272 OCE BUSINESS SERVICES PO BOX 92601 CHICAGO IL 60675 COPY/MAILROOM SERV 1225144 KPMG LLP PO BOX 12001 DALLAS TX 75312 ACCOUNTING 141500 CUSTOM ENTERPRISE SOLUTIONS 10904 HUNTER STATION RD VIENNA VA 22181 PROFESSIONAL DEVELOP 232800 7 33500 4430632 1863906 6328038 TUITION AND FEES 611710 82891053 82891053 SALES AND SERVICES OF EDUCATIONAL ACTIVITIES 611710 1520481 1520481 84411534 697747 697747 0 0 134192 154837 -20645 -20645 -20645 0 15000 33500 36281 -21281 -21281 0 0 AUXILIARY ENTERPRISES 721000 312334 312334 OTHER 900099 128845 128845 441179 91836572 84832068 676466 0 3774967 3774967 37141 37141 0 2008677 536719 1270128 201830 0 39186050 36339170 2010367 836513 1814807 1683019 93064 38724 6282201 5866904 280204 135093 2990722 2773540 153366 63816 0 1062645 1062645 104499 104499 0 0 0 4491295 3173522 1300473 17300 2589744 2535055 45613 9076 235302 122565 109175 3562 4572499 4530889 29383 12227 0 8812832 8436137 321538 55157 1085512 989605 89370 6537 0 779400 564131 188388 26881 556296 515462 28836 11998 0 2965376 2747712 153706 63958 413629 383591 21211 8827 INSTRUCTIONAL MATERIALS 1613373 1613373 0 0 OTHER 2891973 2169909 669892 52172 88268940 78793411 7931858 1543671 9656750 14908628 1666637 918000 17016120 15806722 1386170 1408454 38313 36946 1479381 1495132 70007372 20870700 50558533 49136672 21250225 23028808 2246755 2446659 105298884 109186021 11233194 11633782 13632838 12338762 29900000 28900000 1232382 1205450 55998414 54077994 X 37387878 42528334 3179656 3509979 8732936 9069714 49300470 55108027 105298884 109186021 X false true true X true true X false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22925401 336778 2213258 370157 25105280 25909244 -2541253 442590 22925401 0.62000 0.38000 false false false 0 1504611 1504611 0 39498529 7469830 32028699 0 8551930 3276304 5275626 0 9853110 6344277 3508833 0 10599192 3780289 6818903 49136672 0 LIABILITY TO OTHER TRUST BENEF 0 ADVANCE FROM GOVERNMENT - PERK 1205450 1205450 91836572 88268940 3567632 2239925 2239925 5807557 90455507 2239925 191118 2431043 88024464 3812108 3812108 91836572 84647950 191118 191118 84456832 3812108 3812108 88268940 SCHEDULE D PART V THE UNIVERSITY'S ENDOWMENT ASSETS INCLUDE ASSETS THAT ARE CHARACTERIZED AS PERMANENTLY RESTRICTED AND QUASI-ENDOWMENT. SPENDING OF INCOME FROM THE PERMANENTLY RESTRICTED ENDOWMENT IS RESTRICTED TO THOSE DESIGNATIONS AS PROVIDED BY THE DONOR OF THE PERMANENTLY RESTRICTED FUND. SPENDING OF INCOME FROM THE QUASI-ENDOWMENT IS DESIGNATED BY THE UNIVERSITY'S BOARD OF TRUSTEES AND HELPS TO FUND THE OPERATIONS OF THE UNIVERSITY. PART X, FIN 48: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. PART XII, LINE 2D EXPENSES OF -$36,281 RELATED TO THE UNIVERSITY'S FUND RAISING ACTIVITIES AND EXPENSES OF -$154,837 RELATED TO THE UNIVERSITY'S RENTAL INCOME ACTIVITIES WERE INCLUDED IN THE EXPENSE SECTION OF THE UNIVERSITY'S FINANCIAL STATEMENTS. PART XII, LINE 4B THIS AMOUNT REPRESENTS THE AMOUNT OF STUDENT FINANCIAL AID OF $3,812,108 PART XIII, LINE 2D EXPENSES OF -$36,281 RELATED TO THE UNIVERSITY'S FUND RAISING ACTIVITIES AND EXPENSES OF -$154,837 RELATED TO THE UNIVERSITY'S RENTAL INCOME ACTIVITIES WERE INCLUDED IN THE EXPENSE SECTION OF THE UNIVERSITY'S FINANCIAL STATEMENTS. PART XIII, LINE 4B STUDENT FINANCIAL AID IN THE AMOUNT OF $3,812,108 WERE INCLUDED IN THE INCOME SECTION OF THE UNIVERSITY'S FINANCIAL STATEMENTS. true true true THE UNIVERSITY CUSTOMARILY DRAWS THE MAJORITY OF ITS STUDENTS FROM THE LOCAL COMMUNITIES IT SERVES AND IT FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS WHICH IS INCLUDED IN THE UNIVERSITY'S CATALOGS AND ADMISSION AND APPLICATION INFORMATION. FURTHER, THE UNIVERSITY'S PROMOTIONAL ACTIVITIES AND RECRUITING EFFORTS ARE REASONABLY DESIGNED TO INFORM STUDENTS OF ALL RACIAL SEGMENTS IN THE COMMUNITIES IT SERVES OF THE PROGRAMS THAT IT HAS AVAILABLE. true true true true false false false false false false false false true false NATIONAL LOUIS UNIVERSITY PARTICIPATES IN STUDENT AID PROGRAMS PROVIDED BY THE FEDERAL GOVERNMENT. true true Europe (Including Iceland and Greenland) 1 1 Program Services INSTRUCTION 26897 1 1 26897 STUDENT FINANCIAL AID Europe/Iceland/Greenland 3 37141 Scholarships SCHEDULE F PART I, LINE 3 NATIONAL LOUIS UNIVERSITY (NLU) HAS AN AGREEMENT WITH AN EDUCATIONAL INSTITUTION IN NOWY SACZ, POLAND, WYZSZA SZKOLA BIZNESU - NATIONAL LOUIS UNIVERSITY (WSB-NLU), WHEREBY NLU PROVIDES WSB-NLU WITH CURRICULUM FOR CERTAIN OF ITS CLASSES WHICH IT UTILIZES IN ITS TEACHINGS AND EDUCATIONAL INSTRUCTION. CERTAIN WSB-NLU STUDENTS MAY BE AWARDED DUAL DEGREES FROM NLU AND WSB-NLU UPON GRADUATION, DEPENDING ON THE EDUCATIONAL TRACK THAT THEY UTILIZE. NLU ACHIEVES OVERSIGHT OF THE USE OF ITS CURRICULUM AT WSB-NLU BY EMPLOYING AN NLU EMERITUS FACULTY MEMBER AS ON-SITE LIAISON AT WSB-NLU; THROUGH PHONE CONFERENCES HELD AT LEAST ONCE PER MONTH BETWEEN THE PROREKTOR (PROVOST) OF WSB-NLU AND THE PROVOST OR PROVOST'S DESIGNEE AT NLU; AND THROUGH IN-PERSON VISITS TO WSB-NLU AT LEAST ONCE PER YEAR BY NLU'S PROVOST OR PRESIDENT. IN FISCAL YEAR 2010 (JULY 1, 2009 - JUNE 30, 2010), THE UNIVERSITY RECOGNIZED $88,950 IN REVENUES FROM THIS ARRANGEMENT. X X X X X X X IL Graduate Dinner 48500 33500 15000 25377 10904 0 48500 33500 15000 25377 10904 36281 -21281 true STUDENT FINANCIAL AID 2631 3812108 FMV SCHEDULE I PART I, LINE 2 THE UNIVERSITY HAS A POST-GRANT AWARDS DEPARTMENT WHOSE RESPONSIBILITY IS TO REVIEW EACH EXPENDITURE MADE TO A GRANT RELATED ACTIVITY FOR ITS CONFORMITY WITH THE RULES AND REGULATIONS OF THE GRANT. THIS DEPARTMENT ALSO PREPARES ALL FINANCIAL REPORTS AS MAY BE REQUIRED BY THE GRANTING AGENCIES DOCUMENTING THE ACTIVITY WITHIN THE GRANT AND THE UNIVERSITY'S CONFORMITY WITH THE RULES AND REGULATIONS OF THE GRANT. X true true X X X X X X false false false false false false false true false RICHARD J PAPPAS 212253 0 30000 0 7054 0 16499 0 13534 0 279340 0 0 0 GEORGE LITMAN - INTERIM PRESIDENT 179693 0 0 0 2666 0 13954 0 17283 0 213596 0 0 0 DOUGLAS KENT KAY 185843 0 0 0 138 0 15796 0 11774 0 213551 0 0 0 THOMAS BERGMANN 144101 0 0 0 90 0 11729 0 17151 0 173071 0 0 0 JAMES BRITT 174153 0 0 0 762 0 14650 0 10692 0 200257 0 0 0 WILLIAM ROBERTS 134311 0 0 0 594 0 10426 0 8272 0 153603 0 0 0 CHRIS MULTHAUF 172324 0 0 0 258 0 14796 0 18853 0 206231 0 0 0 COSTAS SPIROU 146966 0 0 0 3794 0 5685 0 18007 0 174452 0 0 0 PAULA BLOOM 129264 0 0 0 404 0 10425 0 17391 0 157484 0 0 0 DIANE GERMAN 130802 0 0 0 546 0 10571 0 18527 0 160446 0 0 0 CHRISTOPHER DAVIS 134993 0 0 0 60 0 0 0 25056 0 160109 0 0 0 LARRY POLSELLI 150940 0 0 0 258 0 12158 0 10646 0 174002 0 0 0 JEANNE HARTIG 137927 0 0 0 10303 0 11088 0 11291 0 170609 0 0 0 SCHEDULE J PART I, LINE 1A THE UNIVERSITY HAS A MEMBERSHIP IN A LOCAL SOCIAL CLUB THAT IS IN THE PRESIDENT'S NAME WHICH IS FOR THE PURPOSE OF HELPING PROMOTE AND CONDUCT BUSINESS ON BEHALF OF THE UNIVERSITY. THE SOCIAL CLUB MEMBERSHIP IS USED 100 PERCENT FOR BUSINESS AND THE PRESIDENT USES THE ACCOUNTABLE PLAN RULES FOR DOCUMENTING THE BUSINESS USE. PART I, LINE 7 THE UNIVERSITY PROVIDED A COMPENSATION PACKAGE TO THE PRESIDENT THAT INCLUDED THE PAYMENT OF AN ADDITIONAL AMOUNT THAT WAS CONTINGENT UPON THE ACHIEVEMENT OF CERTAIN PRE-DETERMINED OBJECTIVES. SUCH OBJECTIVES WERE ACHIEVED DURING THE FISCAL YEAR AND THE PAYMENTS FOR SUCH SERVICES ARE INCLUDED IN COLUMN B ON SCHEDULE J-1. 990 PAGE 6 PART VI, LINE 11 THE PREPARATION AND REVIEW PROCESS FOLLOWED BY THE UNIVERSITY WITH RESPECT TO THE FORM 990 IS AS FOLLOWS: THE 990 IS PREPARED BY THE UNIVERSITY'S CONTROLLER AND REVIEWED FOR ACCURACY AND COMPLETENESS BY THE UNIVERSITY'S VICE PRESIDENT OF FINANCE AND ADMINISTRATION AND AN INDEPENDENT CPA FIRM. A COPY IS THEN PROVIDED TO THE UNIVERSITY'S BOARD OF TRUSTEES FOR REVIEW AND COMMENT PRIOR TO FILING. 990 PAGE 6 PART VI, LINE 12C THE UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY UNDER WHICH THE UNIVERSITY'S TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST TO THE PRESIDENT'S OFFICE THAT THEY MAY HAVE WITH THE UNIVERSITY. NO CONFLICTS OF INTEREST WERE DISCLOSED. IF A CONFLICT OF INTEREST WAS DISCLOSED, THE PERSON WITH THE CONFLICT WOULD RECLUSE THEMSELVES FROM ANY DISCUSSION REGARDING THE PERTINENT ITEM. 990 PAGE 6 PART VI, LINE 15 A & B THE UNIVERSITY'S BOARD OF TRUSTEES HAS A PERFORMANCE AND COMPENSATION SUB-COMMITTEE WHO HAS THE RESPONSIBILITY AND AUTHORITY TO REVIEW AND APPROVE ALL CURRENT AND FUTURE COMPENSATION MATTERS FOR MEMBERS OF THE UNIVERSITY'S LEADERSHIP TEAM. COMPENSATION MATTERS INCLUDE, BUT ARE NOT LIMITED TO BASE PAY, BONUS OR INCENTIVE PAY, DEFERRED COMPENSATION, FRINGE BENEFITS, EMPLOYMENT AGREEMENTS AND SEVERANCE PAY. THE COMMITTEE APPROVES THE COMPENSATION PROVIDED TO EACH OF THE UNIVERSITY'S OFFICERS BASED ON A REVIEW OF PERFORMANCE AND COMPARABLE DATA. 990 PAGE 6 PART VI, LINE 19 THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE UNIVERSITY'S FINANCIAL INFORMATION AS REPORTED ON THE FORM 990 CAN BE OBTAINED FROM THE WWW. GUIDESTAR.ORG WEBSITE. SENOUR CHARITABLE REMAINDER TRUST 6100 W 96TH ST SUITE 120 INDIANAPOLIS IN 46278 367053999 CRT IL NLU TRUST false false false false false false false false false false false false false false false false false false