BENEDICTINE UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BENEDICTINE UNIVERSITY (EIN 36-2722198)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-04-18
- IRS object ID
- 201121109349300417
- Schema version
- 2009v1.7
- 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 | 2011-04-18T16:26:20-05:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S MEYERS RD SUITE 500 | AddressLine1 |
| City | OAKBROOK TERRACE | City |
| State | IL | State |
| ZIP Code | 601815209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362722198 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEDICTINE UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BENE | NameControl |
| Phone | 6308296000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 COLLEGE ROAD | AddressLine1 |
| City | LISLE | City |
| State | IL | State |
| ZIP Code | 60532 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM J CARROLL | Name |
| Title | PRESIDENT | Title |
| Phone | 6308296000 | Phone |
| Date Signed | 2011-04-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID R SIEHOFF | Name |
| Phone | 6305454500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM J CARROLL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 COLLEGE ROAD | AddressLine1 |
| City | LISLE | City |
| State | IL | State |
| ZIP Code | 60532 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 107245463 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | WWW.BEN.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1887 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | BENEDICTINE UNIVERSITY DEDICATES ITSELF TO THE EDUCATION OF UNDERGRADUATE AND GRADUATE STUDENTS FROM DIVERSE ETHNIC, RACIAL, AND RELIGIOUS BACKGROUNDS. AS AN ACADEMIC COMMUNITY COMMITTED TO LIBERAL ARTS AND PROFESSIONAL EDUCATION DISTINGUISHED AND GUIDED BY ITS ROMAN CATHOLIC TRADITION AND BENEDICTINE HERITAGE, THE UNIVERSITY PREPARES ITS STUDENTS FOR A LIFETIME AS ACTIVE, INFORMED, AND RESPONSIBLE CITIZENS AND LEADERS IN THE WORLD COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1680 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 10631 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 9631 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10648476 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14110287 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 77370041 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 86103812 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1557867 | InvestmentIncomePriorYear |
| Investment Income Current Year | -70632 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -50975 | OtherRevenuePriorYear |
| Other Revenue Current Year | -66959 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 86409675 | TotalRevenuePriorYear |
| Total Revenue Current Year | 100076508 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 25246556 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 29205838 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 31371980 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 35644852 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1742710 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 26033721 | OtherExpensePriorYear |
| Other Expenses Current Year | 27858878 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 82652257 | TotalExpensesPriorYear |
| Total Expenses Current Year | 92709568 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3757418 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7366940 | RevenuesLessExpensesCY |
| Total Assets BOY | 95339355 | TotalAssetsBOY |
| Total Assets EOY | 107507923 | TotalAssetsEOY |
| Total Liabilities BOY | 40828326 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 41667654 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 54511029 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 65840269 | NetAssetsOrFundBalancesEOY |
| Mission Description | BENEDICTINE UNIVERSITY DEDICATES ITSELF TO THE EDUCATION OF UNDERGRADUATE & GRADUATE STUDENTS FROM DIVERSE ETHNIC, RACIAL AND RELIGIOUS BACKGROUNDS. AS AN ACADEMIC COMMUNITY COMMITTED TO LIBERAL ARTS AND PROFESSIONAL EDUCATION DISTINGUISHED AND GUIDED BY ITS ROMAN CATHOLIC TRADITION AND BENEDICTINE HERITAGE, THE UNIVERSITY PREPARES ITS STUDENTS FOR A LIFETIME AS ACTIVE, INFORMED, AND RESPONSIBLE CITIZENS AND LEADERS IN THE WORLD COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 85947650 | Expense |
| Grants | 29205838 | Grants |
| Revenue | 86103812 | Revenue |
| Description | EDUCATIONAL ACTIVITIES AND RELATED ENTERPRISE COSTS AND EXPENSES FOR 5800+ UNDERGRADUATE AND GRADUATE STUDENT ENROLLMENT. | Description |
| Total Program Service Expense | 85947650 | 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 |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | 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 | 0 | 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 | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 123 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1680 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 0 | 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 | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCE DEPARTMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6308296000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 COLLEGE ROAD | AddressLine1 |
| City | LISLE | City |
| State | IL | State |
| ZIP Code | 60532 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| WILLIAM J CARROLL | |||||||
| PRESIDENT | 40.00 | X | X | 319128 | 23300 | 45773 | |
| WILLIS GILLETT | |||||||
| CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 | |
| DANIEL L GOODWIN | |||||||
| VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| JAMES H BEATTY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL J BIRCK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM J BARTLETT II | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN P CALAMOS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MAUREEN BEAL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAUL R GAUVREAU | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| CLAUDIA J COLALILLO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KATHERINE A DONOFRIO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SISTER JUDITH ANN HEBLE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT E KING | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BROTHER CHARLES R HLAVA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD J LAMB | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAUL J LEHMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ABBOT DISMAS B KALCIC | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ARTHUR S LITTLEFIELD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR LEONARD S PIAZZA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES L MELSA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERTO RAMIREZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV JUDE D RANDALL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TASNEEM A OSMANI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL F RIGBY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL S SIUREK | |||||||
| CHAIR - Building & Grounds | 1.00 | X | 0 | 0 | 0 | ||
| PETER J WRENN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ABBOT HUGH ANDERSON | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| Gerard J D'Souza | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Mack C Gaston | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Douglas R Hoffman | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Daniel M Romano | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Charlie A Thurston | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Judith A Winfrey | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Rosemary Macko Wisnosky | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES GREGORY | |||||||
| EXECUTIVE VICE-PRESIDENT | 40.00 | X | 248554 | 23300 | 37866 | ||
| ALLAN GOZUM | |||||||
| VICE-PRESIDENT | 40.00 | X | 182909 | 0 | 18150 | ||
| DONALD TAYLOR | |||||||
| PROVOST,VICE-PRESIDENT | 40.00 | X | 200953 | 0 | 28612 | ||
| RALPH MEEKER | |||||||
| DEAN | 40.00 | 139100 | 0 | 20132 | X | ||
| RAMKRISHNAN TENKASI | |||||||
| PROFESSOR | 40.00 | 129618 | 0 | 18816 | X | ||
| MICHAEL BROMBERG | |||||||
| DEAN | 40.00 | 132974 | 0 | 17692 | X | ||
| TANESHA PITTMAN | |||||||
| EXEC. DIRECTOR,ADULT PROG | 40.00 | 116054 | 0 | 8927 | X | ||
| JAMES LUDEMA | |||||||
| PROFESSOR | 40.00 | 117460 | 0 | 21925 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1586750 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 46600 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 217893 | TotalOtherCompensation |
| Number Individuals GT100 K | 26 | 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 |
|---|---|---|---|---|---|
| DELTAK EDU INC | |||||
| 745 MCCLINTOCK DR SUITE 105 | BURR RIDGE | IL | 60527 | ON-LINE EDUCATIONAL SERVICES | 5214807 |
| SODEXO SERVICES | |||||
| LBX 4880 540 W MADISON ST 4TH FLO | CHICAGO | IL | 60661 | FOOD SERVICE & FACILITIES MAINTENANCE | 4005802 |
| EXELON ENERGY COMPANY | |||||
| 21425 NETWORK PLACE | CHICAGO | IL | 606731214 | ENEGRY | 457535 |
| MIDAMERICAN ENERGY COMPANY | |||||
| PO BOX 8020 | DAVENPORT | IA | 528088020 | UTILITY SERVICE | 421617 |
| BARNES & NOBLE | |||||
| ATTN ACCOUNTS RECEIVABLE | BASKING RIDGE | NJ | 79200 | BOOKS | 371734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 18 | NumberOfContractorsGT100K |
| Fundraising Events | 165565 | FundraisingEvents |
| Government Grants | 10820999 | GovernmentGrants |
| All Other Contributions | 3123723 | AllOtherContributions |
| Total Contributions | 14110287 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 81424741 | 81424741 |
| AUXILIARY ENTERPRISES | 611710 | 3922899 | 3922899 |
| OTHER ED. ACTIVITIES | 611710 | 756172 | 756172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 86103812 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 608388 | TotalRevenueColumn |
| Exclusion | $608,388 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 25712 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 15081 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 10631 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10631 | TotalRevenueColumn |
| Unrelated Business Revenue | 10631 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6355477 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7034497 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -679020 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -679020 | TotalRevenueColumn |
| Exclusion | -$679,020 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 41787 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 165565 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 119377 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -77590 | TotalRevenueColumn |
| Exclusion | -$77,590 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100076508 | TotalRevenueColumn |
| Related Or Exempt Function Income | 86103812 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10631 | UnrelatedBusinessRevenue |
| Exclusion | -$148,222 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29205838 | Total |
| Program Services | 29205838 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1075755 | Total |
| Management And General | 1075755 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28426815 | Total |
| Program Services | 25807076 | ProgramServices |
| Management And General | 1683648 | ManagementAndGeneral |
| Fundraising | 936091 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 977705 | Total |
| Program Services | 887756 | ProgramServices |
| Management And General | 57685 | ManagementAndGeneral |
| Fundraising | 32264 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2990984 | Total |
| Program Services | 2715814 | ProgramServices |
| Management And General | 176468 | ManagementAndGeneral |
| Fundraising | 98702 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2173593 | Total |
| Program Services | 1908415 | ProgramServices |
| Management And General | 195623 | ManagementAndGeneral |
| Fundraising | 69555 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197745 | Total |
| Management And General | 197745 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94198 | Total |
| Management And General | 94198 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109308 | Total |
| Management And General | 109308 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 618053 | Total |
| Program Services | 533898 | ProgramServices |
| Management And General | 31216 | ManagementAndGeneral |
| Fundraising | 52939 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1158967 | Total |
| Program Services | 1140756 | ProgramServices |
| Management And General | 14183 | ManagementAndGeneral |
| Fundraising | 4028 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2772109 | Total |
| Program Services | 2511652 | ProgramServices |
| Management And General | 100788 | ManagementAndGeneral |
| Fundraising | 159669 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 668777 | Total |
| Program Services | 463175 | ProgramServices |
| Management And General | 174796 | ManagementAndGeneral |
| Fundraising | 30806 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2175230 | Total |
| Program Services | 2108483 | ProgramServices |
| Management And General | 50568 | ManagementAndGeneral |
| Fundraising | 16179 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 927459 | Total |
| Program Services | 796947 | ProgramServices |
| Management And General | 59479 | ManagementAndGeneral |
| Fundraising | 71033 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93915 | Total |
| Program Services | 80490 | ProgramServices |
| Management And General | 6671 | ManagementAndGeneral |
| Fundraising | 6754 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 760895 | Total |
| Program Services | 760895 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3033190 | Total |
| Program Services | 2920553 | ProgramServices |
| Management And General | 82996 | ManagementAndGeneral |
| Fundraising | 29641 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295967 | Total |
| Program Services | 115863 | ProgramServices |
| Management And General | 179223 | ManagementAndGeneral |
| Fundraising | 881 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OUTSIDE SERVICES | 11270799 | 11111858 | 136155 | 22786 |
| FOOD SERVICE | 545832 | 493632 | 33525 | 18675 |
| BAD DEBTS | 507992 | 507992 | ||
| DUES & MEMBERSHIPS | 211553 | 66899 | 137425 | 7229 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2416889 | Total |
| Program Services | 1809658 | ProgramServices |
| Management And General | 421753 | ManagementAndGeneral |
| Fundraising | 185478 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92709568 | Total |
| Program Services | 85947650 | ProgramServices |
| Management And General | 5019208 | ManagementAndGeneral |
| Fundraising | 1742710 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10449035 | BOY |
| EOY | 11734177 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 875018 | BOY |
| EOY | 1751335 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4448937 | BOY |
| EOY | 5601254 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2289481 | BOY |
| EOY | 2253040 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 627620 | BOY |
| EOY | 253200 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 85557635 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 31698349 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54503579 | BOY |
| EOY | 53859286 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19691342 | BOY |
| EOY | 29500638 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2454343 | BOY |
| EOY | 2554993 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95339355 | BOY |
| EOY | 107507923 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4853409 | BOY |
| EOY | 5522809 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2181383 | BOY |
| EOY | 2214667 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28925000 | BOY |
| EOY | 27650000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 474670 | BOY |
| EOY | 885967 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4393864 | BOY |
| EOY | 5394211 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40828326 | BOY |
| EOY | 41667654 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42072473 | BOY |
| EOY | 49368260 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4261990 | BOY |
| EOY | 6375720 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8176566 | BOY |
| EOY | 10096289 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54511029 | BOY |
| EOY | 65840269 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95339355 | BOY |
| EOY | 107507923 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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) |
|---|---|---|
| Assets In Part X | 2418421 | AssetsInPartX |
| 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 |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20342195 | BeginningOfYearBalance |
| Contributions | 769205 | Contributions |
| Investment Earnings Or Losses | 3927221 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -129189 | GrantsOrScholarships |
| Other Expenditures | -2421 | OtherExpenditures |
| End Of Year Balance | 24907011 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30077873 | BeginningOfYearBalance |
| Contributions | 370118 | Contributions |
| Investment Earnings Or Losses | -9711953 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -311824 | GrantsOrScholarships |
| Other Expenditures | -82019 | OtherExpenditures |
| End Of Year Balance | 20342195 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.47190 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.40540 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12270 | 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 | 914651 | OtherCostOrOtherBasis |
| Book Value | 914651 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 60998743 | OtherCostOrOtherBasis |
| Depreciation | 20270541 | Depreciation |
| Book Value | 40728202 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7753091 | OtherCostOrOtherBasis |
| Depreciation | 1829577 | Depreciation |
| Book Value | 5923514 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13472729 | OtherCostOrOtherBasis |
| Depreciation | 9598231 | Depreciation |
| Book Value | 3874498 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2418421 | OtherCostOrOtherBasis |
| Book Value | 2418421 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 53859286 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH EQUIVALENTS | 4583041 | F |
| EQUITIES | 12706725 | F |
| CORP & GOVT BONDS & NOTES | 2662120 | F |
| POOLED INVESTMENTS | 8912127 | F |
| BOND FUNDS | 987 | F |
| MUTUAL FUNDS | 45058 | F |
| CASH SURRENDER VALUE OF LIFE INSURANCE | 88875 | F |
| COMMODITY FUTURES | 501705 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 29500638 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $1,678,241 |
| ADVANCES FROM US GOVT FOR STUDENT LOANS HELD FOR OTHERS | $1,953,042 |
| INTEREST RATE SWAP AGREEMENT LIABILITY | $997,841 |
| DEFERRED LEASE INCENTIVE | $463,538 |
| DEFERRED RENT LIABILITY | $301,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5394211 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 4: | The Jurica-Suchy Nature Museum is a small, natural history museum with about 10,000 specimens ranging in size from a tiny gnat to a skeleton of a baleen whale. The collection represents both vertebrate and invertebrate animals and includes several rare specimens of extinct and endangered animals. There is also a large collection of fossils and rocks and minerals in the storage area that is in the process of being inventoried. Many local teachers bring their classes to the Jurica-Suchy Nature Museum to focus on particular themes to enhance their curriculum. The students take a brief tour; visit the learning circle under the whale to touch different specimens and then set off to work on an activity sheet selected by the teacher. Because the museum is an intimate space, filled with specimens, children are able to make observations, explore differences among the specimens, and think about them. The museum hosts many home school families and also is used by our Benedictine students for class assignments in biology, art and education. There are over 5000 visitors to the museum each year. In addition, the Jurica-Suchy Nature Museum offers a Discovery Box loan program of more than 40 boxes for teachers, home school families and other groups. The boxes contain museum specimens, background information, visual aids, curricular guides, and suggested classroom activities. This program reaches an additional 5000 children each year. These programs are offered at no cost to our public as a means of furthering education in the natural sciences in our community. Benedictine University possesses an art collection numbering nearly 4,000 pieces and artifacts. The collection represents both fine and applied arts, and is quite diverse in its scope of subject and media; while the majority of the collection has a religious theme. The collection consists mainly of ceramics, drawings, paintings, original fine art prints, photography, textile, sculpture, mixed media, folk art and kitsch. The Universitys art collection is visible throughout the entire campus, and its branch campus. In addition to the numerous area teachers, parents, special art interest groups and visitors that come to the university, and neighboring St. Procopius Abbey, for the express purpose of a guided tour of the campus, virtually every campus visitor is able to see a part of the art collection. This must be noted as most college collections have a designated area for showing artwork or exhibitions, usually within a contained exhibition space. Benedictine University does have one designated enclosed set of display cases, in the lower area of Krasa Hall, for the purpose of showing smaller exhibitions, but the 2nd floor of Kindlon hall, outside the library, has recently been opened up to show larger exhibitions. Classes on campus are encouraged to utilize the art collection to enhance their curriculum. The university is also host to various summer sports and music camps whereby an additional viewing audience from the community is able to see and appreciate the art collection. The collection enhances the art curriculum, but the enormity of the collection and being spread throughout the campus as it is, has transformed the campus into a gigantic art gallery, whereby art is appreciated by the masses and of aesthetic merit to all disciplines. | |
| Part V, Line 4: | The University has a policy of appropriating for distribution each year a portion of its permanently restricted endowment funds fair value as of the last day of the year preceding the fiscal year in which the distribution is planned. Distributions from other endowments are made on the basis of prudent application of the funds in furtherance of the University's strategic plan in accordance with donor-imposed restrictions, when and if applicable, on the use of the funds. In establishing this policy, the University considered the long-term expected return on its investment assets, the nature and duration of the individual endowment funds, many of which must be maintained in perpetuity because of donor-imposed restrictions, and the possible effect of inflation. The University expects the current spending policy to allow its endowment funds to grow at a nominal average annual rate, that will provide a dependable and growing source of funding support and financial distributions for the University, while preserving the principal of the funds and protecting their value from the impact of inflation. | Description of Intended Use of Endowment Funds: |
| Part X: | In June 2006, the FASB issued Interpretation No. 48 (FIN 48), Accounting for Uncertainty in Income Taxes, which was codified into Accounting Standards Codification No. 740, Income Taxes (ASC No. 740). FIN 48/ASC No. 740 provides detailed guidance for the financial statement recognition, measurement and disclosure of uncertain tax positions recognized in an entity's financial statements in accordance with SFAS No. 109, Accounting for Income Taxes, which was also codified into ASC No. 740. FIN 48/ASC No. 740 requires an entity to recognize the financial statement impact of a tax position when it is more likely than not that the position will be sustained upon examination. The Organization adopted the provisions of this statement in 2010. The Organization is no longer subject to federal or state income tax examinations by tax authorities for years before 2006. | Description of Uncertain Tax Positions Under FIN 48: |
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 |
| Pub Via Broadcast Media Expln | BENEDICTINE UNIVERSITY PUBLISHES ITS RACIALLY NON- DISCRIMINATORY POLICY IN ITS STUDENT AND EMPLOYEE RECRUITMENT MATERIALS,APPLICATIONS,BUS.TRANSACTIONS,LEGALDOCUMENTS,CATALOG OPERATIONAL MATERIALS,AND IN INTERNAL & EXTERNAL COMMUNICATION | PubViaBroadcastMediaExpln |
| 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 |
| Govt Financial Aid Explanation | THE INSTITUTION RECEIVED FINANCIAL AID FROM GOVERNMENT AGENCIES OF $10,820,999 AS INDICATED IN SUPPORT OF FORM 990, PAGE 1, PART 1. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND PACIFIC REGION | Region |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | PROVIDING EDUCATIONAL SERVICES FOR MASTERS LEVEL PROGRAM. | SpecificServicesProvided |
| Total Expenditures | 590139 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 590139 | TotalAmountSpent |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PRES. GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 207352 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 165565 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 41787 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 1140 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 44329 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 64461 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 9447 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 207352 | GrossReceiptsTotal |
| Charitable Contributions Total | 165565 | CharitableContributionsTotal |
| Gross Revenue Total Events | 41787 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 1140 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 44329 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 64461 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 9447 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 119377 | DirectExpenseSummaryEvents |
| Net Income Summary | -77590 | 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 | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| INSTITUTIONAL | 1799 | 18710627 | OTHER | N/A |
| ENDOWED | 109 | 204191 | OTHER | N/A |
| FEDERAL | 890 | 5582529 | OTHER | N/A |
| STATE | 960 | 4394145 | OTHER | N/A |
| OUTSIDE | 115 | 314346 | OTHER | N/A |
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: Benedictine University's Office of Financial Aid administers federal Title IV, state, private and institutional grants in the form of student scholarships, grants, waivers and awards. The Office of Financial Aid follows specific grant program criteria to: determine student eligibility and selection; monitor appropriate handling of funds; and, meet reporting and record retention requirements. Documentation of all student financial assistance funding is maintained in students aid file and University computer system. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM J CARROLL | |||||||||||||
| 283954 | 23300 | 0 | 0 | 35174 | 0 | 17150 | 0 | 26841 | 1782 | 363119 | 25082 | 0 | 0 |
| CHARLES GREGORY | |||||||||||||
| 209311 | 23300 | 35000 | 0 | 4243 | 0 | 17150 | 0 | 18934 | 1782 | 284638 | 25082 | 0 | 0 |
| ALLAN GOZUM | |||||||||||||
| 174429 | 0 | 8000 | 0 | 480 | 0 | 9144 | 0 | 9006 | 0 | 201059 | 0 | 0 | 0 |
| DONALD TAYLOR | |||||||||||||
| 184727 | 0 | 15000 | 0 | 1226 | 0 | 13344 | 0 | 15268 | 0 | 229565 | 0 | 0 | 0 |
| RALPH MEEKER | |||||||||||||
| 137058 | 0 | 0 | 0 | 2042 | 0 | 9683 | 0 | 10449 | 0 | 159232 | 0 | 0 | 0 |
| MICHAEL BROMBERG | |||||||||||||
| 131846 | 0 | 0 | 0 | 1128 | 0 | 9404 | 0 | 8288 | 0 | 150666 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS FINANCE AUTHORITY SERIES 2006 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 861091967 | IssuerEIN |
| CUSIP Number | 45200BVT2 | CUSIPNumber |
| Date Issued | 2006-01-23 | DateIssued |
| Issue Price | 6500000 | IssuePrice |
| Description Of Purpose | BENEDICTINE UNIVERSITY PROJECT | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 6500000 | TotalProceeds |
| Issuance Costs From Proceeds | 191750 | IssuanceCostsFromProceeds |
| Capital Expenditures | 6308250 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 0 | 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 |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00680 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00680 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (3 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Type Of AssistanceTypeOfAssistance |
|---|---|---|
| CHILD OF TRUSTEE | CHILD OF TRUSTEE | TUITION REMISSION Amount $ 2160. |
| CHILD OF TRUSTEE | CHILD OF TRUSTEE | TUITION DISCOUNT Amount $ 1500. |
| CHILD OF TRUSTEE | CHILD OF TRUSTEE | MERIT SCHOLARSHIP Amount $ 6800. |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELTAK INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE, ROBERT E. KING, IS AN OFFICER, DIR., TRUSTEE, KEY EMP., OR PARTNER | Relationship |
| Amount Of Transaction | 5214807 | AmountOfTransaction |
| Description Of Transaction | TUITION SHARING FOR ON-LINE SERVICES. | DescriptionOfTransaction |
| Sharing Of Revenues | 1 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 39 | NumberOfContributions |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions |
|---|---|---|
| X | EVENT TICKETS/GC | 4 |
| X | MISCELLAENOUS SERVICES | 6 |
| X | EQUIPMENT | 7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Non Reporting of Revenue: | Identifier |
| Return Reference | Part I, Line 33: | ReturnReference |
| Explanation | all in-kind contributions are recorded by the development office in their millennium software system, which includes a concise description of the in-kind contribution and a memo entry of the value suggested by the donor. however, revenue is not recorded in the financial accounts of the university, unless the contribution is material and a fair market value can be determined. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | Benedictine University is a membership corporation with two classes of participants in the corporation: Members and Trustees. Members of the Corporation are the individuals constituting the Board of Directors of St. Procopius Abbey, a not-for-profit corporation. The Benedictine Monks of St. Procopius Abbey founded Benedictine University as St. Procopius College in 1887. |
| Form 990, Part VI, Section A, line 7b | It requires a two-thirds affirmative vote of all Members to approve: (1) any sale, mortgage or encumbrance of any real estate of the University; (2) the merger, liquidation or dissolution of the University; (3) changes or amendments of the Articles of Incorporation of the University and By-Laws; and (4) election of Trustees. (New trustees are elected by a majority of the Trustees in office at any regular meeting of the full Board.) |
| Form 990, Part VI, Section B, line 11 | The process used by the University to review the Form 990: The executive Vice President, Vice President of Finance, Compliance Officer, and the Director of general Accounting review the draft Form 990, together with its outside accounting firm. The completed 990 is reviewed by the Executive Committee of the Board of Trustees. A copy is provided to each member of the full Board of Trustees prior to filing. |
| Form 990, Part VI, Section B, line 12c | The Compliance Officer annually distributes the Conflicts of Interest Policy and disclosure questionnaire, to trustees, officers, faculty and staff. Each is required to annually disclose any actual or potential conflicts of interest by signing and submitting the University disclosure questionnaire and updating it as pertinent new interests or situations arise. Responses to the disclosure questionnaire are reviewed and disclosed conflicts are resolved. The Office of the Provost, the Office of Business and Financial Services, and the Compliance Officer provide assistance by answering questions and providing guidance on approaches to resolving conflicts of interest. Individuals who fail to complete the annual disclosure questionnaire and /or fail to disclose actual or potential conflicts of interest are subject to appropriate disciplinary and corrective action. |
| Form 990, Part VI, Section B, line 15 | The process for determining compensation of the President, other officers or key employees of the University: The Chairman of the Board of Trustees and four other independent members of the Board comprised the Compensation Committee. This group reviews and determines executive compensation through the use of comparable compensation data from various sources including The Chronicle of Higher Education, professional search firms specializing in higher education placement, and CASE compensation data. The Committee met and reviewed salary history and performed an analysis in reaching the annual compensation. Contemporaneous documentation was kept and maintained. |
| Form 990, Part VI, Section C, line 19 | The university makes its governing documents, Conflicts of Interest policy and financial information available to the public upon request. The Financial information is also published in the University's Voices magazine. In FY 2010 the Benedictine University Conflicts of Interest Policy is available on the Compliance page of the University's website. |
| FORM 990, PART XI, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| FOUNDERS WOODS | |||||||||
| 5700 COLLEGE ROAD | LISLE | IL | 60532 | 364376857 | SUPPORT BENEDICTINE | IL | 501(c)(3) | LINE 9 | N/A |
| SPRINGFIELD COLLEGE IN ILLINOIS | |||||||||
| 1500 NORTH FIFTH STREET | SPRINGFIELD | IL | 62701 | 370663573 | EDUCATION | IL | 501(c)(3) | LINE 2 | N/A |
| 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 | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | 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 | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| FOUNDERS WOODS | |
| Q | 1907555 |
| FOUNDERS WOODS | |
| P | 238452 |
| FOUNDERS WOODS | |
| D | 11000000 |
| FOUNDERS WOODS | |
| K | 105573 |
| FOUNDERS WOODS | |
| E | 70297 |
| SPRINGFIELD COLLEGE IN ILLINOIS | |
| Q | 1317629 |
| foundERS WOODS | |
| I | 1 |