2011-05-16T12:28:27-05:00 2010-06-30 990 2009-07-01 030482006 Ave Maria University Inc AVEM 2392802500 5050 Ave Maria Blvd Ave Maria FL 34142 Paul Roney 2392802500 2011-05-13 2009 2016-02-24 21:20:13Z Paul Roney 5050 Ave Maria Blvd Ave Maria FL 34142 63466668 0 X www.avemaria.edu X 2002 FL University education grounded in the traditions and faith of the Roman Catholic Church 17 16 631 225 106245 0 39209812 31271495 21460246 24665594 -65312 1183661 666467 622470 61271213 57743220 9638465 10227956 0 15499295 15890008 0 5569537 27515120 26095284 52652880 52213248 8618333 5529972 304047273 301887218 74551208 66757763 229496065 235129455 University educational facility training individuals towards baccalaureate, masters and doctorate degrees. 862 students were seeking degrees at AMU during the 2009-2010 school year. 0 0 31702042 8595462 11951585 Establish a university dedicated to instructing and training individuals towards a baccalaureate, masters or doctorate degrees. 7772796 1632494 7426760 Establish a university in Latin America dedicated to instructing and training induviduals towards a baccalaureate degree. 39474838 1 1 0 0 0 0 1 0 1 1 1 1 1 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0 1 0 0 0 1 145 0 631 1 1 1 1 NU 0 0 0 1 1 0 0 0 0 0 0 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK AL AZ CO KY LA MA MD MO NH NJ NM OR PA RI SC WA X X Paul Roney 2392802514 5050 Ave Maria Blvd Ave Maria FL 34142 Nicholas Healy Jr 40.00 X X X 185335 0 21037 Paul Roney 24.00 X X 75198 0 24486 Thomas S Monaghan 40.00 X X 24570 0 12654 Patricia Donahue Dolan 1.00 X 0 0 0 John F Donahue 1.00 X 0 0 0 A M O'Hare 1.00 X 0 0 0 Edward W Easton 1.00 X 0 0 0 Mark C Follett 1.00 X 0 0 0 Richard M Gabrys 1.00 X 0 0 0 Rev Benedict Groeschel 1.00 X 0 0 0 Barbara B Henkels 1.00 X 0 0 0 Monsignor Laurence E Higgins 1.00 X 0 0 0 John V Tippmann Sr 1.00 X 0 0 0 Dr Robert L Wilken 1.00 X 0 0 0 Adam Cardinal Maida 1.00 X 0 0 0 Fr Mitch Pacwa 1.00 X 0 0 0 Dr Kevin Ryan 1.00 X 0 0 0 Michael D Soignet 1.00 X 0 0 0 Glory L Sullivan 1.00 X 0 0 0 Michael T O Timmis 1.00 X 0 0 0 Most Rev Frank Dewane 1.00 X 0 0 0 Amb Michael Novak 1.00 X 0 0 0 Joseph C Canizaro 1.00 X 0 0 0 Max Garcia 40.00 X 0 0 0 Bobby Doyle Jr 40.00 X 202470 0 26115 John Sites 40.00 X 188954 0 23158 Michael Waldstein 40.00 X 141742 0 28656 Daniel Dentino 40.00 X 141016 0 19101 Brian Scanlan 40.00 X 136219 0 28308 1095504 0 183515 25 0 1 0 Food Service Inc 1801 W Glendale Ave Milwaukee WI 53209 Campus food service 1504854 J L Wallace Inc 9111 W College Point Dr Ft Myers FL 33919 Design Development 1480859 Suffolk Kraft 6901 Professional Pkwy Ste 104 Sarasota FL 34240 General contractor 618915 Haskell 1111 Riverside Ave Jacksonville FL 32202 General contractor 390241 Coleman Technologies Inc 20 N Orange Ave Orlando FL 32801 IT Consultant 314281 12 4773080 26498415 5755648 31271495 Tuition & fees 611710 19196337 19196337 Faculty/student housin 531110 5363012 5363012 AMU Press Co-productio 511110 106245 106245 24665594 416937 416937 766724 766724 766724 766724 6009999 5569537 440462 440462 335919 153911 182008 182008 57743220 19378345 106245 6987135 8595462 8595462 1632494 1632494 285103 285103 12640878 8830653 2024441 1785784 324198 262941 47210 14047 1879981 1281472 305855 292654 759848 499652 141509 118687 34083 34083 104832 104832 1587266 867542 371853 347871 317650 187634 36989 93027 1069669 761001 145052 163616 51800 13444 2652 35704 6524 6524 269025 124772 142280 1973 401009 259365 56295 85349 123951 84576 14864 24511 2437257 2437257 5580614 4464491 1116123 169344 81857 87487 Institutional costs 7709113 4566339 1342985 1799789 Student meals 1326872 1326872 0 0 Bad debts expense 650573 429573 221000 0 Direct mail 538538 0 0 538538 Speakers & events 510526 462097 45455 2974 3206638 2298820 642805 265013 52213248 39474838 7168873 5569537 3566820 2888813 1500000 3051100 3010719 3057827 699711 557714 12367125 10992380 351260 203301 186937 146780 249539398 16625232 234247868 232914166 8544637 8684700 39572196 39390437 304047273 301887218 7226206 3930752 57470000 57470000 2000000 2056115 7855002 3300896 74551208 66757763 X 223942533 227091146 3358751 5566268 2194781 2472041 229496065 235129455 304047273 301887218 X 0 1 0 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 970721 X X X 0 5553532 3547841 753563 -1816627 8038309 9346031 692371 -1676233 -2808637 5553532 0.00000 0.30750 0.69250 0 0 4010271 4010271 216610029 8490521 208119508 864480 527456 337024 28054618 7607255 20447363 232914166 Beneficial Interest in Trust 698835 Assets Held for Sale 2450000 Intangible Assets 5052965 Deferred Bond Issuance Costs 792738 Assets held for rent 30395899 39390437 Gift Annuity Payable 1356196 Fair value interest rate swap 1944700 3300896 57743220 52213248 5529972 103418 103418 5633390 57846638 103418 103418 57743220 0 57743220 52213248 0 52213248 0 52213248 Part III, Line 4: The university has assembled a collection of rare and historical religious and philosophical books and manuscripts which are used for scholarly research by both undergraduate and graduate students. These collections are also made available to visiting scholars and researchers. In addition to its books and manuscript collection, the university also owns a small collection of religious art and artifacts that are on public display and are used to further its mission as a university in the Catholic tradition, bringing social and spiritual benefits to its students and staff. 1 1 1 These policies are published in catalogs describing the institution's course offerings, employment advertisements and admission applications. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 Central America 1 34 Operate a university in Latin America instructing individuals towards a baccalaureate degree. Full course accredited curriculuum taught by qualified professors. 7772796 1 34 7772796 General scholarship grants to qualified students at Ave Maria University in Nicaragua. The Office of Financial Aid determines a student's eligibility based on the family's financial strength, which includes consideration of family income and assets, number of children in college and if appropriate, special circumstances. Financial aid will be revoked without adequate progress. Nicaraqua, Central America 302 1632494 Scholarships deposited with university FMV of cash at time of deposit Method Used to Acccount for Expenditures: Schedule F, Part I, Line 3: Monthly financial reviews, annual certified audits by an independent auditing firm, site visits of the university. Programatic reviews, establish annual budgets, meetings and conference calls. Naples Golf Outing 95635 95635 64591 Marine Event 108010 108010 99625 2 52596 52596 25593 256241 256241 189809 189809 66432 1 General Scholarship grants are awarded to qualified students attending Ave Maria University. 689 8595462 FMV as semester classes begin Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The Office of Financial Aid determines a student's eligibility based on the family's financial strength, which includes consideration of family income and assets, number of children in college and if appropriate, special circumstances. Financial aid will be revoked without adequate progress. 0 0 0 0 0 0 0 0 0 Nicholas Healy Jr 180263 0 0 0 5072 0 0 0 21037 0 206372 0 0 0 Bobby Doyle Jr 171969 0 0 0 30501 0 0 0 26115 0 228585 0 0 0 John Sites 185167 0 0 0 3787 0 0 0 23158 0 212112 0 0 0 Michael Waldstein 129808 0 0 0 11934 0 0 0 28656 0 170398 0 0 0 Daniel Dentino 106482 0 0 0 34534 0 0 0 19101 0 160117 0 0 0 Brian Scanlan 118229 0 0 0 17990 0 0 0 28308 0 164527 0 0 0 Collier County Educational Facilities Authority - Series 2006 650915682 19463TAB2 2006-10-01 30470000 Acquisition and construction of housing facilities & dormitory 0 0 Collier County Educational Facilities Authority - Series 2007 650915682 19463TAC0 2007-08-01 10000000 Acquisition and construction of housing facilities & dormitory 0 0 Collier County Educational Facilities Authority - Series 2008 650915682 19463TAD8 2008-08-01 17000000 Acquisition, construction & equiping of 554 bed student dormitory 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 0 0 0 0.00000 0.00000 0.00000 0 1 1 1 Comerica Securities 10.000000000000 0 0 0 1 1 1 Fifth Third Securities 10.000000000000 0 0 0 1 1 0 0 0 0 RJD Academy Lease of school facility X 380000 457816 0 1 1 AM Development Purchase of land X 89576 99898 0 1 1 557714 Rhodora J Donahue Academy Paul Roney is the Treasurer of AMU and also a director and officer of RJDA 263000 Lease of school facility from Ave Maria University. 0 Ave Maria Development Thomas S Monaghan is an officer and employee of AMU and a 50% owner of AMD 10322 Land development 0 X 7 5277646 FMV at time of gift X 3 66650 Donor stated value 0 1 0 Form 990, Part VI, Section B, line 11 The Treasurer/CFO of the University reviews the Form 990 prior to signing. Form 990 is also provided to the Audit Committee of the Board of Trustees for review and comment prior to filing. The return is also made available to any Board Mmeber, if they request it. The Board is aware of this process and has an opportunity to ask any questions prior to filing. Form 990, Part VI, Section B, line 12c Responsible Persons shall periodically complete a Conflict of Interest Disclosure Statement identifying any relationships, positions or circumstances in which the Responsible Person is involved where the Responsible Person believes there could be an actual or apparent Conflict of Interest. Responsible Person shall supplement the Statement whenever necessary to keep the organization informed. The Board of Trustees reviewed compensation from comparable organizations when determining the compensation for its new President. The Board will review compensation of other key employees in the future. Form 990, Part VI, Section C, line 18 Forms 1023, 990 and 990-T are available on request during normal working hours by appointment. Form 990, Part VI, Section C, line 19 All documents required to be available to the public may be reviewed during normal working hours at the Ave Maria University Administrative Office in Ave Maria Florida by appointment. Form 990, Part VII Contact Addresses for Officers, Directors, Etc Patricia Donahue Dolan - 135 Hillcrest Road, Pittsburgh, PA 15238. John F Donahue - 1001 Liberty Ave., 27th Floor, Pittsburgh, PA 15222. Edward W Easton - 10165 Northwest 19th St, Miami, FL 33172. Mark C Follett - 2470 Old Plank Road, DePere, WI 54115. Richard M Gabrys - 600 Renaissance Center, Ste 900, Detroit, MI 48243. Rev Benedict Groeschel - 1 Pryor Manor Road, Larchmont, NY 10538. Barbara B Henkels - 345 Stenton Ave, Plymouth Meeting, PA 19462. Monsignor Laurence E Higgins - 5225 North Himes Ave, Tampa, FL 33614. John V Tippmann Sr - 640 A Avenue, Coronado, CA 92118. Adam Cardinal Maida - 44045 Five Mile Road, Plymouth, MI 48170. Fr Mitch Pacwa - 4908 Zion Road, Cleves, OH 45002. Dr Kevin Ryan - 20 Crafts Road, Chestnut Hill, MA 02467. Michael D Soignet - 954 Penniman, Plymouth, MI 48170. Glory L Sullivan - 905 Ponte Vedra Blvd, Ponte Vedra Beach, FL 32082. Michael T O Timmis - 2950 Fort Charles, Naples, FL 34102. Most Rev Frank Dewane - 1000 Pinebrook Road, Venice, FL 34285. Amb Michael Novak - 1150 7th Street NW, Washington, DC 20036. Ave Maria College 5050 Ave Maria Blvd Ave Maria FL 34142 383415373 Ave Maria College ceased operations 6/30/07 and moved to Ave Maria, Florida. MI 501(c)(3) Sec 170(b)(1)(A)(ii) AMU owns 100 of AMC stock Ave Maria University Supporting Trust Inc 5050 Ave Maria Blvd Ave Maria FL 34142 200261366 Support the tax exempt purposes of Ave Maria University FL 501(c)(3) 509(a)(3) Ave Maria Land Trust Inc 5050 Ave Maria Blvd Ave Maria FL 34142 200154974 Support the tax exempt purposes of Ave Maria University FL 501(c)(3) 509(a)(3) 0 0 1 1 0 0 1 0 1 0 0 0 1 0 0 0 0 0 Ave Maria University Land Trust Inc G 120000 Ave Maria Development M 10322 Rhodora J Donahue Academy I 190000 Rhodora J Donahue Academy M 73000 Ave Maria University Land Trust Inc C 4773080