2026-03-06T16:27:16-06:00 2025-06-30 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2024-07-01 430694556 FONTBONNE UNIVERSITY FONT 3148894586 9920 WATSON RD STE 115 ST LOUIS MO 63126 ANN SPALL CFO/VP OF FINANCE & ADMIN 3148894586 2026-03-06 1 1 KIMBERLY A RYAN P00829977 3142903300 2024 2025-03-06 01:10:19Z X ANN SPALL 9920 WATSON RD STE 115 ST LOUIS MO 63126 10819713 0 X WWW.FONTBONNE.EDU X 1923 MO FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING THAT SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY AND TO ASSUME RESPONSIBILITY AS CITIZENS AND LEADERS. 21 21 442 50 0 0 2357311 1215395 25227988 6280188 16696871 599874 22703 1000 44304873 8096457 12023837 3329177 0 0 12923410 8932256 0 0 582113 13035773 6495661 37983020 18757094 6321853 -10660637 27203496 14698283 1421010 487156 25782486 14211127 X FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING DEDICATED TO THE DISCOVERY, UNDERSTANDING, PRESERVATION, AND DISSEMINATION OF TRUTH. FONTBONNE SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY, AND TO ASSUME RESPONSIBILITY AS CITIZENS AND LEADERS. FONTBONNE OFFERS BOTH UNDERGRADUATE AND GRADUATE PROGRAMS IN AN ATMOSPHERE CHARACTERIZED BY INCLUSION, OPEN COMMUNICATION, AND PERSONAL CONCERN. THE UNDERGRADUATE PROGRAMS PROVIDE A SYNTHESIS OF LIBERAL AND PROFESSIONAL EDUCATION. AS A CATHOLIC UNIVERSITY FOUNDED BY THE SISTERS OF ST. JOSEPH OF CARONDELET, FONTBONNE IS ROOTED IN THE JUDEO-CHRISTIAN TRADITION. 0 0 15762831 3329177 6280188 FONTBONNE IS AN ACCREDITED UNIVERSITY THAT OFFERS UNDERGRADUATE, GRADUATE, AND DOCTORAL DEGREE PROGRAMS, WHICH ALSO PROVIDES AUXILIARY SERVICES SUCH AS DORMITORIES, DINING HALL AND A BOOK STORE FOR THE CONVENIENCE OF ITS STUDENTS AND FACULTY. TOTAL BENEFITTED (AVERAGE FTE) = 359. 15762831 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 1 442 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X ANN SPALL 3148894586 9920 WATSON RD STE 115 ST LOUIS MO 63126 KAREN S GEDERA CHAIRMAN 1.00 X 0 0 0 MARSHA BENNEY TRUSTEE 1.00 X 0 0 0 PATRICIA CLUNE CSJ TRUSTEE 1.00 X 0 0 0 PAT COLEMAN TRUSTEE 1.00 X 0 0 0 ROSEANNE COOK CSJ TRUSTEE 1.00 X 0 0 0 JOANN DONOVAN TRUSTEE 1.00 X 0 0 0 DOTTI FISCHER TRUSTEE 1.00 X 0 0 0 ALLEN J GRIEVE CSJA TRUSTEE 1.00 X 0 0 0 AMY HEREFORD CSJ TRUSTEE 1.00 X 0 0 0 SANDRA G LEHRER TRUSTEE 1.00 X 0 0 0 SUSAN LENIHAN TRUSTEE 1.00 X 0 0 0 ANNE MILLER TRUSTEE 1.00 X 0 0 0 MARY ANN NESTEL CSJ TRUSTEE 1.00 X 0 0 0 JULIANNE C NIEMANN TRUSTEE 1.00 X 0 0 0 EILEEN PETITO TRUSTEE 1.00 X 0 0 0 BRIAN ABEL RAGEN TRUSTEE 1.00 X 0 0 0 EVE RILEY TRUSTEE 1.00 X 0 0 0 RITA SCHMITZ CSJ TRUSTEE 1.00 X 0 0 0 BUZZ SZTUKOWSKI TRUSTEE 1.00 X 0 0 0 LATOYA THOMPSON TRUSTEE 1.00 X 0 0 0 MSGR MICHAEL TUREK TRUSTEE 1.00 X 0 0 0 NANCY BLATTNER PRESIDENT 40.00 X 391658 0 45577 ADAM WEYHAUPT EXECUTIVE VP AND PROVOST 40.00 X 238469 0 60824 ANN SPALL CFO/VP OF FINANCE & ADMIN 40.00 X 140778 0 30778 GALE BORKOWSKI RICE FACULTY 40.00 X 108875 0 18460 MEAGHAN ONG ASSOCIATE PROVOST AND REGISTRAR 40.00 X 107733 0 45348 RAYMOND KARASEK VP FOR OPERATIONS 40.00 X 120156 0 45807 1107669 0 246794 7 0 1 0 ALADDIN FOOD MANAGEMENT 16567 COLLECTIONS CENTER DR CHICAGO IL 60693 FOOD SERVICE 727642 NATIONAL MANAGEMENT RESOURCES PO BOX 1224 LAGRANGE GA 30241 FACILITIES MANAGEMENT 704278 PER MAR SECURITY PO BOX 1101 DAVENPORT IA 52805 PUBLIC SAFETY 305666 UB GREENSFELDER 10 S BROADWAY STE 2000 ST LOUIS MO 63102 LEGAL SERVICES 190374 HUSKEY TRAILWAYS 1 CAVE INDUSTRIAL DR FESTUS MO 63028 TRANSPORTATION SERVICES 165707 10 633317 582078 1001 1215395 TUITION AND FEES 611310 5815036 5815036 AUXILIARY SERVICES 611310 465152 465152 6280188 693864 693864 1000 0 1000 1000 1000 2501083 128183 2577657 145599 -76574 -17416 -93990 -93990 8096457 6280188 0 600874 3329177 3329177 1143864 189667 682548 271649 5879455 5421926 269258 188271 314883 250601 49679 14603 1079928 966785 70015 43128 514126 406100 98020 10006 170342 170342 77500 77500 6785 6785 50377 50377 48050 48050 660617 163275 484270 13072 343300 238351 104949 2019386 2019386 49265 34094 15171 912 912 10506 10506 197655 197655 439316 439316 FOOD SERVICE 546708 546708 ATHLETIC PROGRAMS 529474 529474 GRANT EXPENSES 342113 342113 MEMBERSHIPS 112373 112373 890982 516362 333236 41384 18757094 15762831 2412150 582113 18099554 10488083 1557573 227889 1029780 100000 378074 592243 15570387 14495933 1405866 1074454 4703993 2215614 28656 0 27203496 14698283 896809 444335 524201 42821 1421010 487156 X 25116107 13983238 666379 227889 25782486 14211127 27203496 14698283 -10660637 89278 -1000000 0 X X 0 1 X 1 1 1 X 9584329 10912879 6730261 2357311 1215395 30800175 9584329 10912879 6730261 2357311 1215395 30800175 7326623 23473552 301598 291284 341337 364221 694864 1993304 32793479 109310655 0.71580 0.72550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78450 X LIBRARY ARTWORK 0 4975255 4975255 10251808 1325 917346 6195224 4975255 12589330 525000 1239337 4101859 10251808 16817982 1000000 -1943819 3284833 12589330 15162956 251329 3293967 1890270 16817982 1.00000 0.00000 0.00000 0 0 542368 542368 0 15028019 13953565 1074454 1074454 REFUNDABLE GOVERNMENT LOANS 13623 CONTRACT LIABILITIES 29198 42821 5112719 89278 -3066231 -2976953 8089672 6785 6785 8096457 16684078 1000000 1000000 15684078 6785 3066231 3073016 18757094 PART III, LINE 4: FONTBONNE PRESENTS ARTWORK THROUGHOUT THE LIBRARY. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT FUNDS WERE ESTABLISHED FOR A VARIETY OF PURPOSES, MOSTLY TO PROVIDE SCHOLARSHIPS FOR STUDENTS AND TO SUPPORT A VARIETY OF ACADEMIC PROGRAMS OFFERED BY THE UNIVERSITY. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS (INCLUDING THE LONG-TERM RESERVES). PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS -3,066,231. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUES ON FINANCIAL STATEMENTS 3,066,231. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 STATEMENT IS INCLUDED ON INSTITUTION'S WEBSITE AND IN THE UNIVERSITY CATALOG. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY PASSES THROUGH STUDENT FINANCIAL AID FROM THE DEPARTMENT OF EDUCATION TO ITS STUDENTS. 1 SCHOLARSHIPS TO STUDENTS 454 3329177 COST TUITION AND OTHER COSTS OF ATTENDANCE PART I, LINE 2: THE GRANTS MADE BY THE UNIVERSITY PRIMARILY CONSIST OF STUDENT FINANCIAL AID FOR SCHOLARSHIPS. SCHOLARSHIPS ARE AWARDED AND MONITORED BY THE UNIVERSITY'S FINANCIAL AID DEPARTMENT TO ELIGIBLE STUDENTS BASED UPON A NUMBER OF DIFFERENT CRITERIA, INCLUDING MERIT, ACADEMIC ACHIEVEMENT, AND FINANCIAL NEED. 454 STUDENTS RECEIVED FINANCIAL AID DURING THE CURRENT FISCAL YEAR FROM A COMBINATION OF ALL SOURCES (FEDERAL, STATE AND INSTITUTIONAL). OF THE 454 STUDENTS RECEIVING FINANCIAL AID, 442 RECEIVED FUNDING FROM INSTITUTIONAL SOURCES. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 NANCY BLATTNER PRESIDENT 391658 0 0 0 0 0 30500 0 15077 0 437235 0 0 0 ADAM WEYHAUPT EXECUTIVE VP AND PROVOST 238469 0 0 0 0 0 18351 0 42473 0 299293 0 0 0 ANN SPALL CFO/VP OF FINANCE & ADMIN 140778 0 0 0 0 0 30500 0 278 0 171556 0 0 0 RAYMOND KARASEK VP FOR OPERATIONS 120156 0 0 0 0 0 23000 0 22807 0 165963 0 0 0 MEAGHAN ONG ASSOCIATE PROVOST AND REGISTRAR 107733 0 0 0 0 0 4795 0 40553 0 153081 0 0 0 PART I, LINE 1A THE UNIVERSITY PAYS FOR AN OUTSIDE CLEANING SERVICE TO HELP MAINTAIN THE PRESIDENT'S RESIDENCE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE BOARD OF TRUSTEES. ONCE THE FORM 990 IS APPROVED BY THE BOARD OF TRUSTEES IT IS FILED WITH THE IRS BY MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY REQUIRES EACH TRUSTEE OF THE BOARD TO COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE PROCESS IS MONITORED BY THE PRESIDENT'S OFFICE. CONFLICTS OF INTEREST ARE SUMMARIZED BY THE PRESIDENT'S OFFICE AND, WHEN APPLICABLE, KEY EMPLOYEES AND/OR BOARD TRUSTEES ARE EXCUSED FROM MEETINGS AND VOTES WHEN A TOPIC RELATED TO THE CONFLICT IS BEING DISCUSSED OR VOTED ON BY THE UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 15 SALARY ADJUSTMENTS FOR FACULTY AND STAFF ARE TYPICALLY MADE EFFECTIVE EITHER AT THE BEGINNING OF THE FISCAL YEAR, BEGINNING OF A NEW CONTRACT PERIOD OR AT THE BEGINNING OF THE CALENDAR YEAR. ANY SALARY ADJUSTMENTS MADE ARE SUBJECT TO REVIEW AND APPROVAL BY THE EMPLOYEE'S IMMEDIATE SUPERVISOR UNLESS AN ACROSS THE BOARD ADJUSTMENT IS MADE FOR ALL FACULTY AND STAFF. THOSE ACROSS THE BOARD ADJUSTMENTS WOULD BE APPROVED BY THE EXECUTIVE LEADERSHIP TEAM. THE TOTAL COMPENSATION PROVIDED TO THE UNIVERSITY PRESIDENT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST ADDRESSED TO THE UNIVERSITY INSTITUTIONAL ADVANCEMENT OFFICE. FORM 990, PART XII, LINE 2C: THERE IS NO CHANGE FROM THE PRIOR YEAR. SCHEDULE O, ADDITIONAL DISCLOSURE ON MARCH 10, 2024, THE UNIVERSITY'S BOARD OF TRUSTEES VOTED TO CLOSE THE UNIVERSITY. THE UNIVERSITY ANTICIPATES TO CONTINUE TO PROVIDE EDUCATIONAL SERVICES TO STUDENTS THROUGH THE SUMMER OF 2025, AFTER WHICH IT WILL LIQUIDATE ANY REMAINING ASSETS AND FORMALLY WIND DOWN OPERATIONS OF THE NOT-FOR-PROFIT CORPORATION OVER THE NEXT SEVERAL SUBSEQUENT YEARS. MANAGEMENT'S PLANS TO EXECUTE THE CLOSURE OF THE UNIVERSITY INCLUDE CERTAIN REDUCTIONS IN OPERATIONS AND COSTS SAVINGS, INCLUSIVE OF SEVERANCE TO APPLICABLE EMPLOYEES. THE UNIVERSITY WILL NOT ACCEPT NEW STUDENTS AND WILL ONLY CONTINUE TO PROVIDE EDUCATIONAL SERVICES TO STUDENTS THAT WERE CURRENTLY ENROLLED AS OF THIS DATE. MANAGEMENT ANTICIPATES THAT THE PROCEEDS FROM THE SALE OF THE UNIVERSITY'S CAMPUS, ALONG WITH OTHER SOURCES OF REVENUE, WILL PROVIDE SUFFICIENT CASH FLOWS OVER THE PERIOD OF CLOSURE THAT WILL ALLOW THE UNIVERSITY TO MEET ITS OBLIGATIONS AS THEY COME DUE.