AURORA UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AURORA UNIVERSITY (EIN 36-2166964)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-15
- IRS object ID
- 201143199349302919
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T09:55:25-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 998 CORPORATE BLVD | AddressLine1 |
| City | AURORA | City |
| State | IL | State |
| ZIP Code | 60502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362166964 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AURORA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AURO | NameControl |
| Phone | 6308926431 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 SOUTH GLADSTONE AVENUE | AddressLine1 |
| City | AURORA | City |
| State | IL | State |
| ZIP Code | 60506 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BETH REISSENWEBER | Name |
| Title | TREASURER | Title |
| Phone | 6308926431 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW TWARDOWSKI | Name |
| Phone | 6305668400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BETH REISSENWEBER CPA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 SOUTH GLADSTONE AVENUE | AddressLine1 |
| City | AURORA | City |
| State | IL | State |
| ZIP Code | 60506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 114406451 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AURORA.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1899 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE POST-SECONDARY UNDERGRADUATE AND GRADUATE EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1584 | TotalNbrEmployees |
| Total Nbr Volunteers | 103 | TotalNbrVolunteers |
| Total Gross UBI | 249226 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -4444 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18132256 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13262041 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 65202108 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 68789491 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -158219 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5061979 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 132172 | OtherRevenuePriorYear |
| Other Revenue Current Year | 78674 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 83308317 | TotalRevenuePriorYear |
| Total Revenue Current Year | 87192185 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 22246425 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 25670163 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 34171320 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 34574665 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 44807 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1449329 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21243840 | OtherExpensePriorYear |
| Other Expenses Current Year | 21831120 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 77706392 | TotalExpensesPriorYear |
| Total Expenses Current Year | 82075948 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5601925 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5116237 | RevenuesLessExpensesCY |
| Total Assets BOY | 130528173 | TotalAssetsBOY |
| Total Assets EOY | 140879006 | TotalAssetsEOY |
| Total Liabilities BOY | 47115968 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 48534316 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 83412205 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 92344690 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PRIMARY PURPOSE OF AURORA UNIVERSITY IS TO PROVIDE POST-SECONDARY UNDERGRADUATE AND GRADUATE EDUCATION SHAPED BY ITS LONG-STANDING COMMITMENT TO EDUCATIONAL EXCELLENCE AND COMMUNITY PARTNERSHIP. THE UNIVERSITY IS GUIDED BY ITS MISSION TO BE AN INCLUSIVE COMMUNITY DEDICATED TO THE TRANSFORMATIVE POWER OF LEARNING AND CONTINUES TO UPHOLD ITS VALUES OF INTEGRITY, CITIZENSHIP, CONTINUOUS LEARNING, AND EXCELLENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 63748852 | Expense |
| Grants | 25670163 | Grants |
| Revenue | 60847236 | Revenue |
| Description | AURORA UNIVERSITY PROVIDES POST-SECONDARY EDUCATION AND RELATED ACTIVITIES AND SUPPORT SERVICES TO 2,936 UNDERGRADUATE STUDENTS AND 2,332 GRADUATE STUDENTS ON ITS THREE CAMPUSES IN AURORA, ILLINOIS, WILLIAMS BAY, WISCONSIN AND WOODSTOCK, ILLINOIS, AS WELL AS VARIOUS OTHER LOCATIONS. DURING THE YEAR, AU GRADUATED 628 STUDENTS WITH BACHELOR OF ARTS AND BACHELOR OF SCIENCE DEGREES AND 636 STUDENTS WITH GRADUATE DEGREES IN EDUCATION, SOCIAL WORK, BUSINESS, AND RECREATION. AS PART OF ITS MISSION, THE UNIVERSITY OFFERS CULTURAL AND EDUCATIONAL OPPORTUNITIES TO ITS STUDENTS, FACULTY, STAFF AND THE NEIGHBORING COMMUNITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5836863 | Expense |
| Revenue | 6383675 | Revenue |
| Description | AURORA UNIVERSITY HAS RESIDENCE HALL CAPACITY OF 667 BEDS ON ITS AURORA CAMPUS AS WELL AS OFFERING HOUSING SERVICES FOR ITS GRADUATE AND UNDERGRADUATE STUDENTS ON ITS WISCONSIN CAMPUS. FOOD SERVICE FOR STUDENTS AND STAFF IS PROVIDED AT THREE LOCATIONS ON THE AURORA CAMPUS AND A DINING HALL ON THE WISCONSIN CAMPUS. ADDITIONALLY, A BOOKSTORE ON THE AURORA CAMPUS SELLS TEXTBOOKS, SUPPLIES AND MISCELLANEOUS CONVENIENCE ITEMS TO STUDENTS, FACULTY AND STAFF. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2063148 | Expense |
| Revenue | 1133037 | Revenue |
| Description | GEORGE WILLIAMS COLLEGE CAMPUS PROVIDES FOOD SERVICES, LODGING AND MEETING ROOMS FOR ALL INDIVIDUALS PARTICIPATING IN A CONFERENCE OR SEMINAR. THE PROGRAM ANNUALLY PROVIDES SERVICES TO OVER 178 SCHOOLS, CHURCHES, HUMAN SERVICE ORGANIZATIONS AND RETREAT/PROGRAM GROUPS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 71648863 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 162 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1584 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE ONZICK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6308445630 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 S GLADSTONE AVENUE | AddressLine1 |
| City | AURORA | City |
| State | IL | State |
| ZIP Code | 605064808 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (51 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JIMMIE R ALFORD | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DELBERT W ARSENAULT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID R BERGMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HILARY K BRENNAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PHILIP S CALI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DONALD A CHURCHILL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES B DOSS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GUINETTA EDWARDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FARRELL L FRENTRESS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOANNE HANSEN | ||||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | |||
| RONALD M HEM | ||||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD G HAWKS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHRISS JOHNS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD R KEARNEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL K KEEFE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR DONALD E KIESO | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KYLE MATTHEWS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RUTH MENDIUS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DR CALVIN R MYERS | ||||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | |||
| GERALD PALMER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MYRON J RESNICK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| SANTOS RIVERA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN M ROESCH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DONALD A SCHINDLBECK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS R SCOTT | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DAVID K STONE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS T STUHLEY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RONALD THOMAS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROGER A TUCKER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| FRANK K VORIS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WALTER ALEXANDER | ||||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | |||
| JAMES E BENSON | ||||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | |||
| TELL COFFEY | ||||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | |||
| F JAMES GARBE | ||||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | |||
| W A GREENE | ||||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | |||
| FLORENCE S HART | ||||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | |||
| RONALD KINNAMON | ||||||||
| TRUSTEE EMERITUS | 1.00 | X | 0 | 0 | 0 | |||
| JOHN F MCKEE | ||||||||
| TRUSTEE EMERITUS | 2.00 | X | 0 | 0 | 0 | |||
| FR MILLER | ||||||||
| TRUSTEE EMERITUS | 2.00 | X | 0 | 0 | 0 | |||
| CALVIN B THELIN | ||||||||
| TRUSTEE EMERITUS | 2.00 | X | 0 | 0 | 0 | |||
| REBECCA L SHERRICK PHD | ||||||||
| PRESIDENT | 60.00 | 404187 | 0 | 20125 | X | |||
| BETH REISSENWEBER CPA | ||||||||
| TREASURER | 60.00 | 191093 | 0 | 18778 | X | |||
| MARGARET E SHARRER | ||||||||
| SECRETARY | 60.00 | 111157 | 0 | 10127 | X | |||
| MARILYN D CAMPBELL CPA | ||||||||
| ASSISTANT TREASURER | 60.00 | 92918 | 0 | 10707 | X | |||
| ANDREW P MANION PHD | ||||||||
| PROVOST | 60.00 | 224744 | 0 | 12773 | X | |||
| THEODORE C PARGE | ||||||||
| EXECUTIVE VICE PRESIDENT FOR ADVANCEMENT | 60.00 | 227379 | 0 | 20029 | X | |||
| WILLIAM B DUNCAN | ||||||||
| VICE PRESIDENT-GEORGE WILLIAMS CAMPUS | 60.00 | 183943 | 0 | 19543 | X | |||
| LORA L DE LACEY | ||||||||
| VICE PRESIDENT FOR STUDENT LIFE | 60.00 | 173187 | 0 | 13695 | X | |||
| THOMAS H HAMMOND | ||||||||
| VICE PRESIDENT FOR ADMINISTRATION | 60.00 | 160579 | 0 | 9588 | X | |||
| DONNA M DESPAIN | ||||||||
| VICE PRESIDENT FOR ENROLLMENT | 60.00 | 164862 | 0 | 15416 | X | |||
| THERESE H TOMASZKIEWICZ | ||||||||
| VICE PRESIDENT FOR DEVELOPMENT/ALUMNI RELATIONS | 60.00 | 157884 | 0 | 13336 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2091933 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 164117 | TotalOtherCompensation |
| Number Individuals GT100 K | 23 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| OSCAR J BOLDT CONSTRUCTION | |||||
| 2215 YORK ROAD SUITE 208 | OAK BROOK | IL | 60523 | CONSTRUCTION | 6284142 |
| SODEXO INC | |||||
| 9801 WASHINGTONIAN BLVD | GAITHERSBURG | MD | 20878 | FACILITIES & FOOD SERVICE MGMT | 5652015 |
| CORDOGAN CLARK & ASSOCIATES INC | |||||
| 960 RIDGEWAY AVENUE | AURORA | IL | 60506 | ARCHITECTURAL SERVICES | 371848 |
| ARTLIP & SONS INC | |||||
| 230 SOUTH BROADWAY | AURORA | IL | 60505 | PLUMBING | 165310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Government Grants | 11280876 | GovernmentGrants |
| All Other Contributions | 1981165 | AllOtherContributions |
| Noncash Contributions | 118719 | NoncashContributions |
| Total Contributions | 13262041 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| STUDENT TUITION AND FE | 611310 | 60227717 | 60227717 | ||
| AUXILIARY REVENUE | 611310 | 6896210 | 6850667 | 45543 | |
| CULTURAL EDUCATION | 611310 | 1044564 | 901634 | 142930 | |
| ATHLETIC EVENTS | 611310 | 274302 | 274302 | ||
| GOLF COURSE REVENUE | 713910 | 185771 | $185,771 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 160927 | TotalRevenueColumn |
| Related Or Exempt Function Income | 109628 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 51299 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 68789491 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1178676 | TotalRevenueColumn |
| Exclusion | $1,178,676 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4769 | TotalRevenueColumn |
| Exclusion | $4,769 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 46376 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 24953 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 21423 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21423 | TotalRevenueColumn |
| Exclusion | $21,423 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30812460 | Securities |
| Other | 260156 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27093313 | Securities |
| Other | 96000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3719147 | Securities |
| Other | 164156 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3883303 | TotalRevenueColumn |
| Exclusion | $3,883,303 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| INSURANCE REFUND | 900099 | 33311 | $33,311 | |
| MISCELLANEOUS REVENUE | 900099 | 5201 | $5,201 | |
| CONFERENCE AND RENTALS | 532000 | 3460 | 3460 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10510 | TotalRevenueColumn |
| Unrelated Business Revenue | 5994 | UnrelatedBusinessRevenue |
| Exclusion | $4,516 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 52482 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 87192185 | TotalRevenueColumn |
| Related Or Exempt Function Income | 68363948 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 249226 | UnrelatedBusinessRevenue |
| Exclusion | $5,316,970 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25670163 | Total |
| Program Services | 25670163 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1352015 | Total |
| Program Services | 149074 | ProgramServices |
| Management And General | 1035250 | ManagementAndGeneral |
| Fundraising | 167691 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27360042 | Total |
| Program Services | 23015629 | ProgramServices |
| Management And General | 3527944 | ManagementAndGeneral |
| Fundraising | 816469 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1143330 | Total |
| Program Services | 1119653 | ProgramServices |
| Management And General | 12825 | ManagementAndGeneral |
| Fundraising | 10852 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2439089 | Total |
| Program Services | 2322436 | ProgramServices |
| Management And General | 94528 | ManagementAndGeneral |
| Fundraising | 22125 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2280189 | Total |
| Program Services | 2136502 | ProgramServices |
| Management And General | 118012 | ManagementAndGeneral |
| Fundraising | 25675 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140738 | Total |
| Management And General | 140738 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100100 | Total |
| Management And General | 100100 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224492 | Total |
| Management And General | 224492 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8022687 | Total |
| Program Services | 6965501 | ProgramServices |
| Management And General | 878824 | ManagementAndGeneral |
| Fundraising | 178362 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543155 | Total |
| Program Services | 394402 | ProgramServices |
| Management And General | 102914 | ManagementAndGeneral |
| Fundraising | 45839 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2986554 | Total |
| Program Services | 2179137 | ProgramServices |
| Management And General | 747639 | ManagementAndGeneral |
| Fundraising | 59778 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 519446 | Total |
| Program Services | 102123 | ProgramServices |
| Management And General | 389897 | ManagementAndGeneral |
| Fundraising | 27426 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1376294 | Total |
| Program Services | 1255486 | ProgramServices |
| Management And General | 112248 | ManagementAndGeneral |
| Fundraising | 8560 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 660526 | Total |
| Program Services | 594381 | ProgramServices |
| Management And General | 37322 | ManagementAndGeneral |
| Fundraising | 28823 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80320 | Total |
| Program Services | 63244 | ProgramServices |
| Management And General | 9621 | ManagementAndGeneral |
| Fundraising | 7455 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 608634 | Total |
| Program Services | 5564 | ProgramServices |
| Management And General | 602995 | ManagementAndGeneral |
| Fundraising | 75 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4372263 | Total |
| Program Services | 4003803 | ProgramServices |
| Management And General | 334758 | ManagementAndGeneral |
| Fundraising | 33702 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 470388 | Total |
| Program Services | 35829 | ProgramServices |
| Management And General | 434186 | ManagementAndGeneral |
| Fundraising | 373 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COST OF GOODS SOLD | 999185 | 999185 | ||
| BAD DEBT EXPENSE | 320819 | 320819 | ||
| DUES, MEMBERSHIPS, & SU | 224198 | 193266 | 21469 | 9463 |
| ENTERTAINMENT | 110340 | 59168 | 44511 | 6661 |
| MISCELLANEOUS | 50336 | 42853 | 7483 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20645 | Total |
| Program Services | 20645 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82075948 | Total |
| Program Services | 71648863 | ProgramServices |
| Management And General | 8977756 | ManagementAndGeneral |
| Fundraising | 1449329 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1545494 | BOY |
| EOY | 1802320 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3305467 | BOY |
| EOY | 3500896 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 974386 | BOY |
| EOY | 774647 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2042462 | BOY |
| EOY | 2197192 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221026 | BOY |
| EOY | 229355 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 965166 | BOY |
| EOY | 879365 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 127576624 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 43814493 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78153976 | BOY |
| EOY | 83762131 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42045480 | BOY |
| EOY | 46351351 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 964876 | BOY |
| EOY | 1060842 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 309840 | BOY |
| EOY | 320907 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130528173 | BOY |
| EOY | 140879006 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5234837 | BOY |
| EOY | 4711389 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5796397 | BOY |
| EOY | 5637363 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25200000 | BOY |
| EOY | 25200000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7462554 | BOY |
| EOY | 9871699 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3422180 | BOY |
| EOY | 3113865 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47115968 | BOY |
| EOY | 48534316 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45836803 | BOY |
| EOY | 52492620 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18398464 | BOY |
| EOY | 20321519 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19176938 | BOY |
| EOY | 19530551 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83412205 | BOY |
| EOY | 92344690 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130528173 | BOY |
| EOY | 140879006 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5116237 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3816248 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 1352069 | 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 | 39149947 | BeginningOfYearBalance |
| Contributions | 484977 | Contributions |
| Investment Earnings Or Losses | 7990363 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 677748 | GrantsOrScholarships |
| Other Expenditures | 1191827 | OtherExpenditures |
| End Of Year Balance | 45755712 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33428029 | BeginningOfYearBalance |
| Contributions | 4113747 | Contributions |
| Investment Earnings Or Losses | 3802646 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 557485 | GrantsOrScholarships |
| Other Expenditures | 1636990 | OtherExpenditures |
| End Of Year Balance | 39149947 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 40770775 | BeginningOfYearBalance |
| Contributions | 839364 | Contributions |
| Investment Earnings Or Losses | -6758379 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 962013 | GrantsOrScholarships |
| Other Expenditures | 461718 | OtherExpenditures |
| End Of Year Balance | 33428029 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.45000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.55000 | PermanentEndowmentEOYBalance |
| 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 | 3918816 | OtherCostOrOtherBasis |
| Book Value | 3918816 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 88281703 | OtherCostOrOtherBasis |
| Depreciation | 25215818 | Depreciation |
| Book Value | 63065885 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 106009 | OtherCostOrOtherBasis |
| Depreciation | 106009 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19900736 | OtherCostOrOtherBasis |
| Depreciation | 13089455 | Depreciation |
| Book Value | 6811281 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15369360 | OtherCostOrOtherBasis |
| Depreciation | 5403211 | Depreciation |
| Book Value | 9966149 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 83762131 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $327,929 |
| RETIREMENT BENEFIT OBLIGATION | $1,007,219 |
| ANNUITIES PAYABLE | $792,125 |
| GOVT. ADVANCES FOR STUDENT LOANS | $602,343 |
| OTHER LIABILITIES | $203,347 |
| FAIR VALUE OF INTEREST RATE SWAPS | $180,902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3113865 | TotalOfAmounts |
| Total Revenue | 87192185 | TotalRevenue |
| Total Expenses | 82075948 | TotalExpenses |
| Excess Or Deficit For Year | 5116237 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4035881 | NetUnrealizedGLOnInvestments |
| Other | -$219,633 | OtherAmount |
| Total Adjustments | 3816248 | TotalAdjustments |
| Excess Or Deficit Per FS | 8932485 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 65378942 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4035881 | NetUnrealizedGainsInvestments |
| Other Revenues | 2194898 | OtherRevenues |
| Revenue Not Rptd F990 | 6230779 | RevenueNotRptdF990 |
| Revenue Subtotal | 59148163 | RevenueSubtotal |
| Other Revenues Not Included | 28044022 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 28044022 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 87192185 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 56446457 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1862059 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1862059 | ExpensesNotRptdF990 |
| Expenses Subtotal | 54584398 | ExpensesSubtotal |
| Other Expenses Not Included | 27491550 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 27491550 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 82075948 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | 1. COLLECTIONS HELD BY THE UNIVERSITY INCLUDE THE SCHINGOETHE COLLECTION OF NATIVE AMERICAN MATERIALS AND ARTIFACTS. EACH YEAR, THE SCHINGOETHE CENTER HOSTS A VARIETY OF EVENTS AND PROGRAMS DESIGNED TO HELP INFORM ABOUT MANY ASPECTS OF NATIVE AMERICAN CULTURES, BOTH IN HISTORICAL AND CONTEMPORARY CONTEXTS. THE SCHINGOETHE CENTER'S MAIN GALLERY OF OVER 1,500 SQUARE FEET AND A SMALLER ATTACHED GALLERY FOR TEMPORARY EXHIBITS EXPLORE BOTH HISTORICAL AND CONTEMPORARY NATIVE AMERICAN MATERIALS FROM NORTH AMERICA. BOTH EARLY HISTORY AND CONTEMPORARY ARTISTRY ARE PRESENTED WITH ARTIFACTS FROM THE MAJOR CULTURAL REGIONS OF NATIVE AMERICANS IN NORTH AMERICA. THE EXHIBITIONS PRESENT A HARMONY IN LIVING AND ARTISTIC EXPRESSION. THE SCHINGOETHE CENTER IS A SOURCE FOR A WIDE VARIETY OF EDUCATIONAL RESOURCES THAT MAY BE BORROWED FOR CLASSROOM USE OR HOME STUDY, INCLUDING "DISCOVERY BOXES," AUDIO-VISUAL RESOURCES, AND TRAVELING EXHIBITS. IT ALSO OFFERS TOURS FOR SCHOOL CHILDREN FROM FIRST GRADERS ON, SPECIAL INTEREST, AND ADULT GROUPS. 2. THE JENKS COLLECTION OF ADVENTIST MATERIAL IS THE SECOND LARGEST COLLECTION OF HISTORIC ADVENT CHRISTIAN BOOKS, MURALS, PHOTOGRAPHS, AND OTHER MATERIALS THAT ARE AVAILABLE FOR RESEARCH. THE JENKS COLLECTION IS MANAGED WITHIN THE PHILLIPS LIBRARY. | |
| PART V, LINE 4: | THE ENDOWMENT FUNDS OF THE UNIVERSITY PROVIDE SCHOLARSHIP, OPERATIONAL AND FACILITIES SUPPORT TO THE UNIVERSITY AND ITS TWO CAMPUSES LOCATED IN AURORA, ILLINOIS AND WILLIAMS BAY, WISCONSIN. MANY OF THE FUNDS ARE RESTRICTED TO SCHOLARSHIP PURPOSES, HOWEVER A SUBSTANTIAL AMOUNT OF FUNDS ARE BOARD DESIGNATED, OR QUASI-ENDOWMENT FUNDS PROVIDING STRATEGIC FINANCIAL RESOURCES TO THE UNIVERSITY. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | DURING THE FISCAL YEAR ENDED JUNE 30, 2010, THE UNIVERSITY ADOPTED THE AUTHORITATIVE GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS NOT BEEN MET. THIS GUIDANCE ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE ADOPTION OF THIS GUIDANCE DID NOT HAVE ANY MATERIAL EFFECT ON THE UNIVERSITY'S FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOWS. THE UNIVERSITY CONDUCTS BUSINESS SOLELY IN THE UNITED STATES OF AMERICA AND FILES EXEMPT ORGANIZATION TAX RETURNS FOR THE UNITED STATES, ILLINOIS, AND WISCONSIN. IN THE NORMAL COURSE OF BUSINESS, THE UNIVERSITY IS SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. THE UNIVERSITY'S TAX RETURNS FOR YEARS SUBSEQUENT TO FISCAL YEAR 2007 ARE OPEN, BY STATUTE, FOR REVIEW BY AUTHORITIES. HOWEVER, AT PRESENT, THERE ARE NO ONGOING INCOME TAX AUDITS OR UNRESOLVED DISPUTES WITH THE VARIOUS TAX AUTHORITIES THAT THE UNIVERSITY CURRENTLY FILES OR HAS FILED WITH. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| ADJUSTMENT OF ANNUITIES -63,139. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 332,839. INVESTMENT ACTIVITY FROM PASSTHROUGH -489,333. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| FINANCIAL AID EXPENSE 1,837,106. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 332,839. RENTAL EXPENSE 24,953. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS AND AID 18,199,968. GOVERNMENT GRANT EXPENSE 9,067,089. ADJUSTMENT OF ANNUITY 63,139. INVESTMENT EXPENSES 206,930. NET INVESTMENT INCOME (LOSS) FROM PASSTHROUGH 506,896. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSE 24,953. FINANCIAL AID EXPENSE 1,837,106. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS AND AID 18,199,968. GOVERNMENT GRANT EXPENSE 9,067,089. INVESTMENT EXPENSES 206,930. INVESTMENT EXPENSES FROM PASSTHROUGH 17,563. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | A STATEMENT INDICATING THE UNIVERSITY'S NONDISCRIMINATORY POLICY IS INCLUDED IN ALL BROCHURES, CATLOGUES AND ANNOUNCEMENTS DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS, AND IS PRESENT ON THE UNIVERSITY'S WEBSITE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | AURORA UNIVERSITY RECEIVED FINANCIAL AID FROM GOVERNMENTAL AGENCIES WHICH INCLUDE THE DEPARTMENT OF EDUCATION AND THE DEPARTMENT OF VETERAN AFFAIRS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 2852 | NumberOfRecipients |
| Amount Of Cash Grant | 25670163 | AmountOfCashGrant |
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: THE FINANCIAL AID OFFICE CLOSELY MONITORS ANY CHANGES IN THE STATUS OF FINANCIAL AWARD RECIPIENTS THAT WOULD RESULT IN A CORRESPONDING CHANGE IN THE AMOUNT OF AID AWARDED. ANY SUCH CHANGES ARE AUTOMATICALLY DETECTED AND REPORTED BY A SERIES OF SPECIAL REPORTS THAT ARE RUN ON A REGULAR BASIS. MOREOVER, THE OFFICE OF STUDENT ACCOUNTS ENSURES THAT THE CHARGES TO WHICH THE FINANCIAL AID AWARDS ARE APPLIED ARE CONSISTENT WITH THE INTENDED USE OF THE AWARDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REBECCA L SHERRICK PHD | |||||||||||||
| 350000 | 0 | 40000 | 0 | 14187 | 0 | 14700 | 0 | 5425 | 0 | 424312 | 0 | 0 | 0 |
| BETH REISSENWEBER CPA | |||||||||||||
| 187658 | 0 | 3000 | 0 | 435 | 0 | 11140 | 0 | 7638 | 0 | 209871 | 0 | 0 | 0 |
| ANDREW P MANION PHD | |||||||||||||
| 206000 | 0 | 15000 | 0 | 3744 | 0 | 12360 | 0 | 413 | 0 | 237517 | 0 | 0 | 0 |
| THEODORE C PARGE | |||||||||||||
| 206000 | 0 | 15000 | 0 | 6379 | 0 | 12360 | 0 | 7669 | 0 | 247408 | 0 | 0 | 0 |
| WILLIAM B DUNCAN | |||||||||||||
| 174836 | 0 | 8000 | 0 | 1107 | 0 | 10490 | 0 | 9053 | 0 | 203486 | 0 | 0 | 0 |
| LORA L DE LACEY | |||||||||||||
| 164800 | 0 | 8000 | 0 | 387 | 0 | 9888 | 0 | 3807 | 0 | 186882 | 0 | 0 | 0 |
| THOMAS H HAMMOND | |||||||||||||
| 154500 | 0 | 5000 | 0 | 1079 | 0 | 9270 | 0 | 318 | 0 | 170167 | 0 | 0 | 0 |
| DONNA M DESPAIN | |||||||||||||
| 154500 | 0 | 10000 | 0 | 362 | 0 | 9270 | 0 | 6146 | 0 | 180278 | 0 | 0 | 0 |
| THERESE H TOMASZKIEWICZ | |||||||||||||
| 154500 | 0 | 3000 | 0 | 384 | 0 | 9270 | 0 | 4066 | 0 | 171220 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE PROVIDED IS TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 7 | A MERIT BONUS WAS PAID |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF AURORA KANE DUPAGE WILL AND KENDALL COUNTIES ILLINOIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 366005778 | IssuerEIN |
| CUSIP Number | 0516480BC | CUSIPNumber |
| Date Issued | 2004-11-17 | DateIssued |
| Issue Price | 12000000 | IssuePrice |
| Description Of Purpose | TO FINANCE VARIOUS CAPITAL EXPENDITURES | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 12441259 | TotalProceeds |
| Issuance Costs From Proceeds | 167587 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 9572 | WorkingCapitalExpenditures |
| Capital Expenditures | 12264100 | CapitalExpenditures |
| Year Of Subst Completion | 2006 | 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 |
| 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 | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMO CAPITAL MARKETS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 0.800000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| RONALD M HEM | |||
| TRUSTEE | 6790 | RONALD M. HEM (BOARD OF TRUSTEES) IS A MEMBER OF THE LAW FIRM ALSCHULER, SIMANTZ, AND HEM, LLC TO WHICH THE UNIVERSITY PAID $6,790 FOR LEGAL COUNSEL PROVIDED REGARDING REAL ESTATE TRANSACTIONS. | 0 |
| JIMMIE R ALFORD | |||
| TRUSTEE | 32852 | JIMMIE R. ALFORD (BOARD OF TRUSTEES) IS FOUNDER AND CHAIR OF THE ALFORD GROUP TO WHICH THE UNIVERSITY PAID $32,852 FOR EXECUTIVE SEARCH SERVICES PROVIDED FOR THE VP OF COMMUNICATIONS AND STRATEGIC GRANT DEVELOPMENT AND COUNSEL SERVICES. | 0 |
| DOUGLAS W KIESO | |||
| SON OF TRUSTEE - DR. DONALD E. KIESO | 85316 | DOUGLAS W. KIESO (SON OF TRUSTEE - DR. DONALD KIESO) IS EMPLOYED AS THE ASSOCIATE PROFESSOR OF CRIMINAL JUSTICE FOR WHICH HE RECEIVED $85,316 IN COMPENSATION AND BENEFITS FROM THE UNIVERSITY. | 0 |
| AMY S MANION | |||
| WIFE OF PROVOST - DR. ANDREW MANION | 47096 | AMY S MANION (WIFE OF PROVOST - DR. ANDREW MANION) IS EMPLOYED AS THE INFORMATION SERVICES LIBRARIAN FOR WHICH SHE RECEIVED $47,096 IN COMPENSATION AND BENEFITS FROM THE UNVERSITY. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 118719 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE STOCK PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | RONALD H. HEM IS A PARTNER IN THE LAW FIRM TO WHICH THE UNIVERSITY PAID FOR LEGAL COUNSEL PROVIDED REGARDING REAL ESTATE TRANSACTIONS. JIMMIE R. ALFORD IS FOUNDER AND CHAIR OF THE COMPANY TO WHICH THE UNIVERSITY PAID FOR EXECUTIVE SEARCH SERVICES PROVIDED FOR THE VP OF COMMUNICATIONS AND STRATEGIC GRANT DEVELOPMENT AND COUNSEL SERVICES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE MEMBERS AND THE CHAIR, TRUSTEE COMMITTEE CHAIR, AND CHAIRMAN OF THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR REVIEWING THE DRAFT FORM 990 PRIOR TO FILING. THE DRAFT FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. | |
| THE SECRETARY OF THE BOARD OF TRUSTEES IS CHARGED WITH CONTACTING ALL BOARD MEMBERS TO COMPLETE THE ANNUAL CONFLICT OF INTEREST FORM. FOLLOW-UP REQUESTS ARE MADE UNTIL THE FORM HAS BEEN COMPLETED. FOR STAFF, THE VICE PRESIDENT FOR FINANCE SENDS A REQUEST TO ALL STAFF WHO ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST FORM. FOLLOW-UP REQUESTS ARE MADE UNTIL THE FORM HAS BEEN COMPLETED. THE CHAIR OF THE TRUSTEE COMMITTEE REVIEWS ALL CONFLICT OF INTEREST STATEMENTS SUBMITTED BY ALL TRUSTEES. IF CONFLICTS REQUIRE ADDITIONAL REVIEW, THE UNIVERSITY BY-LAWS PROVIDES FOR A SPECIAL COMMITTEE TO BE FORMED TO ADDRESS SUCH CONFLICTS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE SALARIES OF KEY EMPLOYEES ARE REVIEWED EACH YEAR BY THE PRESIDENT. A SCAN OF COMPARABLE MARKET SALARIES FOR EQUIVALENT POSITIONS IS DONE TO ASSESS APPROPRIATE COMPENSATION LEVELS. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE PRESIDENT'S COMPENSATION ON AN ANNUAL BASIS. THE CHAIRPERSON OF THE EXECUTIVE COMMITTEE, THE IMMEDIATE PAST CHAIR OF THE BOARD OF TRUSTEES, CURRENT CHAIR OF THE BOARD OF TRUSTEES AND VICE CHAIRS ARE MEMBERS OF THE COMPENSATION COMMITTEE. | FORM 990, PART VI, SECTION B, LINE 15 | |
| SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST GIVEN REQUISITE NEED. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 4,035,881. ADJUSTMENT OF ANNUITIES -63,139. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 332,839. INVESTMENT ACTIVITY FROM PASSTHROUGH -489,333. TOTAL TO FORM 990, PART XI, LINE 5: 3,816,248. | FORM 990, PART XI, LINE 5: |