UNIVERSITY OF SAINT FRANCIS OF FORT WAYNE INDIANA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SAINT FRANCIS OF FORT WAYNE INDIANA INC (EIN 35-0886846)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2025-03-10
- IRS object ID
- 202530699349301368
- Schema version
- 2023v6.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-10T15:45:23+00:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Wayne Street Suite 600 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350886846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SAINT FRANCIS OF FORT WAYNE INDIANA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2603997700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 SPRING STREET | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 468083939 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG TEETSEL | PersonNm |
| Person Title | VICE PRESIDENT OF FINANCE | PersonTitleTxt |
| Signature | 2025-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Preparation | 2025-03-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SAINT FRANCIS | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR LANCE RICHEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 SPRING STREET | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 468083939 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $113,569,834 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SF.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | Rooted in the Catholic and Franciscan traditions of Faith and Reason, the University of Saint Francis engages a diverse community in learning, leadership, and service. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 934 | TotalEmployeeCnt |
| Total Volunteers | 82 | TotalVolunteersCnt |
| Total Gross UBI | $86,953 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,746 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,398,252 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,659,927 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,645,354 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $63,656,470 | CYProgramServiceRevenueAmt |
| PY Investment Income | $521,165 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,463,382 | CYInvestmentIncomeAmt |
| PY Other Revenue | $182,730 | PYOtherRevenueAmt |
| CY Other Revenue | $194,073 | CYOtherRevenueAmt |
| PY Total Revenue | $71,747,501 | PYTotalRevenueAmt |
| CY Total Revenue | $71,973,852 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $24,883,490 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $27,712,640 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,612,579 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,044,010 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $183,943 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $217,853 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,104,095 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,091,993 | PYOtherExpensesAmt |
| CY Other Expenses | $26,068,404 | CYOtherExpensesAmt |
| PY Total Expenses | $71,772,005 | PYTotalExpensesAmt |
| CY Total Expenses | $81,042,907 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$24,504 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,069,055 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $130,220,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,819,182 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,143,176 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,027,019 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $110,076,844 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $102,792,163 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Rooted in the Catholic and Franciscan traditions of Faith and Reason, the University of Saint Francis engages a diverse community in learning, leadership, and service. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $61,270,388 | ExpenseAmt |
| Grant | $27,712,640 | GrantAmt |
| Revenue | $57,856,794 | RevenueAmt |
| Desc | Educational Delivery: Expenses for education and instruction. Located in Fort Wayne, Indiana, the University of Saint Francis is a private, Catholic university enrolling approximately 1,900 students in majors such as liberal arts, creative arts, business, and health sciences. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,447,822 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,799,676 | RevenueAmt |
| Desc | Student Services Programs: Athletics and Auxiliary Enterprises - Expenses for athletics, food services, books, merchandise, and residence halls. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $65,718,210 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2751 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 934 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG TEETSEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2603998004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 SPRING STREET | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46808 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Debra Niezer | |||||||||
| Board Member/Secretary | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Dr Lance Richey | |||||||||
| President | 40.0 | 0.0 | Yes (X) | Yes (X) | $258,161 | $0 | $27,177 | ||
| Richard Fox | |||||||||
| Board Member/Vice Chairman | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Richard Poinsatte | |||||||||
| Board Member/Board Chair | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ronald Turpin | |||||||||
| Board Member/Treasurer | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sr Maria Gemma Salyer | |||||||||
| Vice President for Catholic Culture/Student Life | 40.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David Lupke | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Joseph LaRosa | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Esther Terry | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Fr Brian Isenbarger | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ian Boyce | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James Vann | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jane Gerardot | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kathryn Callen | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Most Reverand Kevin Rhoades | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nicholas Yack | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Patrick Pasterick | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sr Lissetta Gettinger | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sr M Angela Mellady | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sr M Clare Reuille | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sr M Dorothy Speckhals | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sr M Jennifer Henry | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sr M Karol Ann Hoefer | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sr M Lenore Schwartz | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sr Margaret Mary Mitchel | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Steve Corona | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Creevey | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Obergfell | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Niezer | |||||||||
| Board Member | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Craig Teetsel | |||||||||
| Vice President for Finance | 40.0 | 0.0 | Yes (X) | $166,423 | $0 | $21,192 | |||
| David Rhodes | |||||||||
| Vice President for Enrollment Management | 40.0 | 0.0 | Yes (X) | $82,373 | $0 | $809 | |||
| Ellen Paxton | |||||||||
| Vice President for Institutional Advancement | 40.0 | 0.0 | Yes (X) | $169,684 | $0 | $14,396 | |||
| Richard Bienz | |||||||||
| Vice President for Operations | 40.0 | 0.0 | Yes (X) | $138,211 | $0 | $10,776 | |||
| Robert Pastoor | |||||||||
| Vice President for Student Affairs | 40.0 | 0.0 | Yes (X) | $106,113 | $0 | $8,827 | |||
| Tracy Stewart | |||||||||
| Vice President for Academic Affairs | 40.0 | 0.0 | Yes (X) | $71,280 | $0 | $250 | |||
| Angie Harrell | |||||||||
| Vice President for Healthcare Relations | 40.0 | 0.0 | $165,282 | $0 | $16,405 | Yes (X) | |||
| Dr Amelia Clark | |||||||||
| Executive Director - CIPHER | 40.0 | 0.0 | $159,487 | $0 | $10,746 | Yes (X) | |||
| Dr Jeffrey Easley | |||||||||
| Medical Director, Physician Assistant Studies | 40.0 | 0.0 | $123,274 | $0 | $5,273 | Yes (X) | |||
| Dr Joshua Fairbanks | |||||||||
| Director of Dept of Medical Sciences | 40.0 | 0.0 | $147,473 | $0 | $21,471 | Yes (X) | |||
| Paul Schmidt | |||||||||
| Associate Professor of Physics | 40.0 | 0.0 | $139,187 | $0 | $13,986 | Yes (X) | |||
| Rev Eric Zimmer | |||||||||
| Former President- Retired in 2023 | 40.0 | 0.0 | $278,215 | $0 | $29,236 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,005,163 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $180,544 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ellucian Company LLP | |||||
| 62578 Collections Center Drive | Chicago | IL | 60693 | IT SERVICES | $2,947,207 |
| Tonn and Blank Construction LLC | |||||
| 1623 Greenwood Ave | Michigan City | IN | 46360 | General Contractor | $2,088,890 |
| Slingshot LLP | |||||
| 1500 S Western Avenue | Marion | IN | 46953 | Campus Shoppe Operator | $841,434 |
| Ruffalo Noel Levitz | |||||
| 1025 Kirkwood Parkway SW | Cedar Rapids | IA | 52404 | CONSULTING & MARKETING | $789,197 |
| Calculate LLC | |||||
| 42 Ridgeway Street | Newington | CT | 06111 | Marketing Support | $219,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $320,000 | RelatedOrganizationsAmt |
| Government Grants | $990,385 | GovernmentGrantsAmt |
| All Other Contributions | $3,349,542 | AllOtherContributionsAmt |
| Noncash Contributions | $71,687 | NoncashContributionsAmt |
| Total Contributions | $4,659,927 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $57,637,838 | $57,637,838 |
| AUXILIARY ENTERPRISES | 611310 | $5,799,676 | $5,799,676 |
| SALES AND SERVICES | 611310 | $24,367 | $24,367 |
| MISCELLANEOUS | 611310 | $194,589 | $194,589 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $63,656,470 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $887,014 | TotalRevenueColumnAmt |
| Exclusion | $887,014 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $948 | TotalRevenueColumnAmt |
| Exclusion | $948 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $130,112 | RealAmt |
| Personal | $182,655 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,940 | RealAmt |
| Personal | $95,702 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $106,172 | RealAmt |
| Personal | $86,953 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,125 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $86,953 | UnrelatedBusinessRevenueAmt |
| Exclusion | $106,172 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,847,909 | SecuritiesAmt |
| Other | $204,799 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,476,340 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,371,569 | SecuritiesAmt |
| Other | $204,799 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,576,368 | TotalRevenueColumnAmt |
| Exclusion | $2,576,368 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,973,852 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $63,656,470 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $86,953 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,570,502 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,574,310 | TotalAmt |
| Program Services | $26,574,310 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,138,330 | TotalAmt |
| Program Services | $1,138,330 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,741,757 | TotalAmt |
| Program Services | $1,162,115 | ProgramServicesAmt |
| Management And General | $378,583 | ManagementAndGeneralAmt |
| Fundraising | $201,059 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,698,374 | TotalAmt |
| Program Services | $17,987,076 | ProgramServicesAmt |
| Management And General | $3,153,525 | ManagementAndGeneralAmt |
| Fundraising | $557,773 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,742 | TotalAmt |
| Program Services | $865,791 | ProgramServicesAmt |
| Management And General | $189,120 | ManagementAndGeneralAmt |
| Fundraising | $38,831 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $893,697 | TotalAmt |
| Program Services | $852,543 | ProgramServicesAmt |
| Management And General | $32,584 | ManagementAndGeneralAmt |
| Fundraising | $8,570 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,616,440 | TotalAmt |
| Program Services | $1,354,775 | ProgramServicesAmt |
| Management And General | $220,307 | ManagementAndGeneralAmt |
| Fundraising | $41,358 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,947 | TotalAmt |
| Management And General | $57,947 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,500 | TotalAmt |
| Management And General | $74,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,853 | TotalAmt |
| Fundraising | $217,853 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,303 | TotalAmt |
| Management And General | $79,303 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,356,172 | TotalAmt |
| Program Services | $2,797,475 | ProgramServicesAmt |
| Management And General | $2,558,697 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,351,119 | TotalAmt |
| Program Services | $14,824 | ProgramServicesAmt |
| Management And General | $1,336,295 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,492 | TotalAmt |
| Program Services | $133,856 | ProgramServicesAmt |
| Management And General | $31,154 | ManagementAndGeneralAmt |
| Fundraising | $4,482 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,790,109 | TotalAmt |
| Program Services | $36,175 | ProgramServicesAmt |
| Management And General | $4,753,934 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,804,215 | TotalAmt |
| Program Services | $1,804,215 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,920 | TotalAmt |
| Program Services | $763,861 | ProgramServicesAmt |
| Management And General | $128,871 | ManagementAndGeneralAmt |
| Fundraising | $5,188 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $860,022 | TotalAmt |
| Program Services | $540,685 | ProgramServicesAmt |
| Management And General | $290,356 | ManagementAndGeneralAmt |
| Fundraising | $28,981 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,199 | TotalAmt |
| Program Services | $410,199 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,193,402 | TotalAmt |
| Program Services | $4,193,402 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,779 | TotalAmt |
| Program Services | $289,353 | ProgramServicesAmt |
| Management And General | $935,426 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| AUXILIARY ENTERPRISES | $2,212,359 | $2,212,359 |
| INSTRUCTIONAL SUPPORT | $1,653,234 | $1,653,234 |
| INSTITUTIONAL SUPPORT | $326,703 | $326,703 |
| ATHLETIC PROGRAMS | $409,370 | $409,370 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,559 | TotalAmt |
| Program Services | $197,559 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,042,907 | TotalAmt |
| Program Services | $65,718,210 | ProgramServicesAmt |
| Management And General | $14,220,602 | ManagementAndGeneralAmt |
| Fundraising | $1,104,095 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,702,788 | BOYAmt |
| EOY | $17,679 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,697,325 | BOYAmt |
| EOY | $10,507,832 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,308,313 | BOYAmt |
| EOY | $3,656,725 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $780,283 | BOYAmt |
| EOY | $1,597,982 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,607,796 | BOYAmt |
| EOY | $2,205,503 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $127,000,388 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $62,146,419 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,782,041 | BOYAmt |
| EOY | $64,853,969 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,807,041 | BOYAmt |
| EOY | $30,147,570 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,186,209 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,348,224 | BOYAmt |
| EOY | $9,831,922 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,220,020 | BOYAmt |
| EOY | $122,819,182 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,348,232 | BOYAmt |
| EOY | $6,312,975 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,620 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,056 | BOYAmt |
| EOY | $236,066 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,582,268 | BOYAmt |
| EOY | $13,129,192 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $348,786 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,143,176 | BOYAmt |
| EOY | $20,027,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,246,118 | BOYAmt |
| EOY | $76,716,389 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,830,726 | BOYAmt |
| EOY | $26,075,774 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,076,844 | BOYAmt |
| EOY | $102,792,163 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,220,020 | BOYAmt |
| EOY | $122,819,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$9,069,055 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,677,173 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $107,201 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 0.0 | TotalAcreageCnt |
| Historic Structure Easements | 1 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $249,656 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,674,399 | BeginningYearBalanceAmt |
| Contributions | $902,019 | ContributionsAmt |
| Investment Earnings Or Losses | $4,813,700 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $323,355 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,908,578 | OtherExpendituresAmt |
| Administrative Expenses | $79,393 | AdministrativeExpensesAmt |
| End Year Balance | $37,078,792 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,875,041 | BeginningYearBalanceAmt |
| Contributions | $435,642 | ContributionsAmt |
| Investment Earnings Or Losses | $2,594,401 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $388,981 | GrantsOrScholarshipsAmt |
| Other Expenditures | $788,792 | OtherExpendituresAmt |
| Administrative Expenses | $52,912 | AdministrativeExpensesAmt |
| End Year Balance | $35,674,399 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,138,880 | BeginningYearBalanceAmt |
| Contributions | $2,444,149 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,589,038 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $355,170 | GrantsOrScholarshipsAmt |
| Other Expenditures | $691,958 | OtherExpendituresAmt |
| Administrative Expenses | $71,822 | AdministrativeExpensesAmt |
| End Year Balance | $33,875,041 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,979,217 | BeginningYearBalanceAmt |
| Contributions | $504,474 | ContributionsAmt |
| Investment Earnings Or Losses | $6,904,923 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $271,753 | GrantsOrScholarshipsAmt |
| Other Expenditures | $897,249 | OtherExpendituresAmt |
| Administrative Expenses | $80,732 | AdministrativeExpensesAmt |
| End Year Balance | $36,138,880 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,159,569 | BeginningYearBalanceAmt |
| Contributions | $263,708 | ContributionsAmt |
| Investment Earnings Or Losses | $1,660,273 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $302,337 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,713,155 | OtherExpendituresAmt |
| Administrative Expenses | $88,841 | AdministrativeExpensesAmt |
| End Year Balance | $29,979,217 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.5 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.31 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,284,662 | OtherCostOrOtherBasisAmt |
| Book Value | $3,284,662 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,794,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,801,713 | DepreciationAmt |
| Book Value | $55,992,993 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,688,775 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,412,459 | DepreciationAmt |
| Book Value | $3,276,316 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,232,245 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,932,247 | DepreciationAmt |
| Book Value | $2,299,998 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $64,853,969 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $324,759 |
| ASSETS HELD FOR SALE | $9,172,252 |
| RIGHT OF USE ASSETS- FINANCE LEASE | $334,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,831,922 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Finance Lease Liability | Desc |
| Amt | $348,786 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $348,786 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $47,275,838 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,677,173 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $226,843 | OtherRevenueAmt |
| Revenue Not Reported | $1,904,016 | RevenueNotReportedAmt |
| Revenue Subtotal | $45,371,822 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,720 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $26,574,310 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $26,602,030 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $71,973,852 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $54,560,519 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $119,642 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $119,642 | ExpensesNotReportedAmt |
| Expenses Subtotal | $54,440,877 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,720 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $26,574,310 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $26,602,030 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $81,042,907 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 ASC 740 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| Schedule D, Part II, Line 9 Conservation easements financial reporting | The University recognized no revenue during the year related to this conservation easement and incurred a minimal amount of expenses that are included as general operating expenditures. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | The University of Saint Francis' art collection is made up of over 5,000 works of art. The majority of the works include paintings, works on paper, photographs, ceramics, sculpture, and prints. Also included is an antique billiards table. The works of art represent local, regional, national, and international artists. The purpose of the collection is to support the educational endeavors of students and faculty across campus, specifically for those in the university's Division of Creative Arts. The collection is displayed in the John Weatherhead Gallery, the Lupke Gallery, the Gold Fish Gallery, and the Ian and Mimi Rolland Gallery, all of which are open to the public. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The university's endowment consists of 122 individual funds established for a variety of purposes (e.g. scholarships, capital expenditures, and educational programs.) The endowment includes donor-restricted and board-designated endowment funds. As required by accounting principles generally accepted in the United States of America (GAAP), net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | RENTAL EXPENSE - 119642 CHANGE IN VALUE OF SPLIT INTEREST - 107201 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | STUDENT AID RECLASS - 26574310 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | RENTAL EXPENSE - 119642 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | STUDENT AID RECLASS - 26574310 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | A statement of non-discrimination is included in most print pieces. "The University of Saint Francis encourages applications from qualified students regardless of age, race, religion, national origin, sex, disability, genetics, and veteran status. the University is a Catholic, Franciscan institution and reserves the right to make employment and education decisions based upon religion. The student body at University of Saint Francis consists of students who enter directly out of high school, those who transfer from other colleges and universities, and adults who wish to expand their professional and personal horizons. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | The Office of Financial Aid at the University of Saint Francis administers financial aid from federal, state, institutional, and private sources according to the federal guidelines provided by the United States Department of Education. The university works with students and families in determining funds to assist students to meet their college expenses. In addition, the University received grants from HRSA, National Science Foundation, National Endowment for the Arts, and the Department of Education (TRIO). |
Schedule F IRS990ScheduleF
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Scholarships | North America (Canada & Mexico only) | 5 | $101,560 | Scholarships applied again | Other |
| Scholarships | Europe (Including Iceland and Greenland) | 21 | $618,055 | Scholarships applied again | Other |
| Scholarships | South America | 9 | $226,630 | Scholarships applied again | Other |
| Scholarships | East Asia and the Pacific | 4 | $64,550 | Scholarships applied again | Other |
| Scholarships | Sub-Saharan Africa | 10 | $127,535 | Scholarships applied again | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part III Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | EAST ASIA AND THE PACIFIC - EUROPE (INCLUDING ICELAND AND GREENLAND) - NORTH AMERICA (CANADA & MEXICO ONLY) - SOUTH AMERICA - SUB-SAHARAN AFRICA - | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|
| Empowerment Advisors Inc | |||||||
| 4728 COVINGTON ROAD | FORT WAYNE | IN | 46804 | CONSULTING | false | $15,138 | -$15,138 |
| Johnson Grossnickle & Associates | |||||||
| 29 SOUTH PARK BLVD | GREENWOOD | IN | 46143 | CONSULTING | false | $84,415 | -$84,415 |
| McAllister & Quinn LLC | |||||||
| 1625 EYE STREET NW SUIT 750 | WASHINGTON | DC | 20006 | CONSULTING | false | $118,300 | -$118,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $217,853 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$217,853 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1519 | RecipientCnt |
| Cash Grant | $26,574,310 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The majority of University of Saint Francis students receive financial aid. The Office of Financial Aid at the University of Saint Francis administers financial aid from federal, state, and private resources to the federal guidelines provided by the U.S. Department of Education. The University of Saint Francis bases financial aid awards on the information submitted by the student and family via the FASFA, as well as the student's academic records. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Lance Richey | ||||||||||||||
| President | $258,161 | $0 | $0 | $0 | $0 | $0 | $18,809 | $0 | $8,368 | $0 | $285,338 | $0 | $0 | $0 |
| Rev Eric Zimmer | ||||||||||||||
| Former President- Retired in 2023 | $278,215 | $0 | $0 | $0 | $0 | $0 | $19,789 | $0 | $9,447 | $0 | $307,451 | $0 | $0 | $0 |
| Ellen Paxton | ||||||||||||||
| Vice President for Institutional Advancement | $169,684 | $0 | $0 | $0 | $0 | $0 | $13,548 | $0 | $848 | $0 | $184,080 | $0 | $0 | $0 |
| Craig Teetsel | ||||||||||||||
| Vice President for Finance | $166,423 | $0 | $0 | $0 | $0 | $0 | $13,662 | $0 | $7,530 | $0 | $187,615 | $0 | $0 | $0 |
| Angie Harrell | ||||||||||||||
| Vice President for Healthcare Relations | $165,282 | $0 | $0 | $0 | $0 | $0 | $12,687 | $0 | $3,718 | $0 | $181,687 | $0 | $0 | $0 |
| Dr Amelia Clark | ||||||||||||||
| Executive Director - CIPHER | $159,487 | $0 | $0 | $0 | $0 | $0 | $5,734 | $0 | $5,012 | $0 | $170,233 | $0 | $0 | $0 |
| Dr Joshua Fairbanks | ||||||||||||||
| Director of Dept of Medical Sciences | $147,473 | $0 | $0 | $0 | $0 | $0 | $11,067 | $0 | $10,404 | $0 | $168,944 | $0 | $0 | $0 |
| Paul Schmidt | ||||||||||||||
| Associate Professor of Physics | $60,514 | $0 | $0 | $0 | $78,673 | $0 | $9,845 | $0 | $4,141 | $0 | $153,173 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | Rev Dr Eric Zimmer was provided with housing in a University owned home during the fiscal year. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | The University funds social club dues for President Zimmer. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | Robert Pastoor - Gross Applicable Amount - $11,197 Richard Bienz - Gross Applicable Amount - $38,882 Paul Schmidt - Gross Applicable Amount of Contract Payout $78,673 -Retirement contribution $ 6,294 - Health care coverage. $12,713 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF FORT WAYNE INDIANA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 356001029 | BondIssuerEIN |
| Bond Issued | 2017-12-01 | BondIssuedDt |
| Issue Price | $15,000,000 | IssuePriceAmt |
| Purpose | To retire 8/1/08 bond issuance and fund construction projections occurring on campus | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,815,663 | RetiredAmt |
| Total Proceeds | $15,000,000 | TotalProceedsAmt |
| Capitalized Interest | $358,795 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $72,336 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $11,207,664 | CapitalExpendituresAmt |
| Other Spent Proceeds | $3,720,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2019 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $71,687 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MISCELLANEOUS | 3 | $4,084 | Market value |
| Yes (X) | CAMERA EQUIPMENT | 2 | $3,200 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b | The university directs the sale of securities received to a 3rd party vendor, who executes the transaction. |
| Schedule M, Part I COLUMN B | THE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN B OF SCHEDULE M, PART I. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | William Niezer - Family relationship, Debra Niezer - Family relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | The Corporation shall only have one class of members. The Sisters of the Eastern Province of the Congregation (the "Province"), who from time to time constitute the Provincial Leadership of the Province (the Provincial and Council collectively called "Provincial Leadership"), shall be members of the Corporation. Membership in the Corporation shall not be transferable. The Provincial serves as the Chair of the Members. She may designate another Member to act on her behalf as the chair or in any other matter. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The entire Board shall consist of no more than 31 persons, 25 to be elected and 6 to serve as ex-officio with full voice and vote. The Members shall elect the 25 Trustees. Three of the elected Trustees shall be members of the Province, the remaining 22 Trustees need not be members of the Province. One of the 25 elected Trustees may be a person serving on the academic or administrative staff of the university, if they are a member of the Province. The 6 ex-officio Trustees shall be persons from time to time holding the following positions, three of whom shall also be Members; (a) The Chair of the Members, or their designee; (b) Treasurer of the Province; (c) President of the Corporation; (d)(e) Two sisters from the Province, appointed by the Members; (f) Diocese of Fort Wayne-South Bend representative, appointed by the Bishop. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | The Members of the Corporation shall be entitled to vote (each Member having one vote) on the following matters reserved exclusively to the Members (a) Amendments to the Articles of Incorporation; (b) Voluntary dissolution of the Corporation or such revocation of dissolution; (c) Amendment to the mission or philosophy statements of the Corporation; (d) Any merger or consolidation of the Corporation with or into any other corporations; (e) Alienation of property or encumbrance of debt as defined in Canon Law; (f) Appointment or removal of the President of the Corporation; (g) Appointment or removal of the Chairperson of the Board; (h) Election or removal of the Trustees of the Corporation; (i) Election or removal of the Honorary Trustees and Emeritus Trustees; (j) Adoption, amendment, or repeal of the Bylaws of the Corporation. Members may vote in person. Except as otherwise required by law, members shall have no voting rights other than expressly stated above. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The completed Form 990 is reviewed by two Board Committees (Finance & Investment and Compensation Committees) in advance of the full Board review at the fall meeting. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Annually, Conflict of Interest Declaration Forms are provided to officers, trustees, and key employees for completion. Upon return, the data is reviewed by the Compensation Committee of the Board in conjunction with Form 990 Parts VI and VII. Board Committee liaisons and chairpersons monitor committee decisions and discussions for potential conflicts of interest. Parties with conflict of interest are not included in discussions or permitted to vote on the matter. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Annually, the compensation of the President, officers, and key employees are reviewed and deliberated on by the Compensation Committee of the Board of Trustees. The data included for this review includes both proposed compensation and bench marking data for comparison and mapping to the compensation philosophy of the University of Saint Francis. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Annually, the compensation of the President, officers, and key employees are reviewed and deliberated on by the Compensation Committee of the Board of Trustees. The data included for this review includes both proposed compensation and bench marking data for comparison and mapping to the compensation philosophy of the University of Saint Francis. |
| Form 990, Part VI, Line 19 Required documents available to the public | University of Saint Francis makes its governing document, conflict of interest policy and financial statements available to the public upon request. |
| Form 990, Part VII, Section A, Line 1a, Column (C) | Retired President, Father Eric Zimmer, continued to serve as a transition consultant to the university upon his retirement. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN SPLIT-INTEREST AGREEMENT - 107201; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF SAINT FRANCIS OF PERPETUAL ADORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 DRAGOON TRAIL | AddressLine1Txt |
| City | MISHAWAKA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351328145 | EIN |
| Primary Activities | THE RELIGIOUS COMMUNITY SPONSORING THE UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |