2025-03-10T15:45:23+00:00 2024-04-30 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2023-05-01 350886846 UNIVERSITY OF SAINT FRANCIS OF FORT WAYNE INDIANA INC UNIV 2603997700 2701 SPRING STREET FORT WAYNE IN 468083939 CRAIG TEETSEL VICE PRESIDENT OF FINANCE 2025-03-10 true Lauren Denton P01571860 2604604000 2025-03-10 2023 2025-03-06 01:10:19Z UNIVERSITY OF SAINT FRANCIS DR LANCE RICHEY 2701 SPRING STREET FORT WAYNE IN 468083939 113569834 false X WWW.SF.EDU X 1940 IN 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. 29 28 934 82 86953 4746 11398252 4659927 59645354 63656470 521165 3463382 182730 194073 71747501 71973852 24883490 27712640 0 22612579 27044010 183943 217853 1104095 24091993 26068404 71772005 81042907 -24504 -9069055 130220020 122819182 20143176 20027019 110076844 102792163 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. false false 61270388 27712640 57856794 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. 4447822 0 5799676 Student Services Programs: Athletics and Auxiliary Enterprises - Expenses for athletics, food services, books, merchandise, and residence halls. 65718210 true true false false false true true false true true false false true true false true false true false false false true true false false false false true true true false false false false false false false false false false true false false false false true false false false true 2751 0 true 934 true true true false false false false true true false false false false false false X 29 28 true false false false true true true true true false false true true true true true true true true false IN X CRAIG TEETSEL 2603998004 2701 SPRING STREET FORT WAYNE IN 46808 Debra Niezer Board Member/Secretary 5.0 0.0 X X 0 0 0 Dr Lance Richey President 40.0 0.0 X X 258161 0 27177 Richard Fox Board Member/Vice Chairman 5.0 0.0 X X 0 0 0 Richard Poinsatte Board Member/Board Chair 5.0 0.0 X X 0 0 0 Ronald Turpin Board Member/Treasurer 5.0 0.0 X X 0 0 0 Sr Maria Gemma Salyer Vice President for Catholic Culture/Student Life 40.0 0.0 X X 0 0 0 David Lupke Board Member 5.0 0.0 X 0 0 0 Dr Joseph LaRosa Board Member 5.0 0.0 X 0 0 0 Esther Terry Board Member 5.0 0.0 X 0 0 0 Fr Brian Isenbarger Board Member 5.0 0.0 X 0 0 0 Ian Boyce Board Member 5.0 0.0 X 0 0 0 James Vann Board Member 5.0 0.0 X 0 0 0 Jane Gerardot Board Member 5.0 0.0 X 0 0 0 Kathryn Callen Board Member 5.0 0.0 X 0 0 0 Most Reverand Kevin Rhoades Board Member 5.0 0.0 X 0 0 0 Nicholas Yack Board Member 5.0 0.0 X 0 0 0 Patrick Pasterick Board Member 5.0 0.0 X 0 0 0 Sr Lissetta Gettinger Board Member 5.0 0.0 X 0 0 0 Sr M Angela Mellady Board Member 5.0 0.0 X 0 0 0 Sr M Clare Reuille Board Member 5.0 0.0 X 0 0 0 Sr M Dorothy Speckhals Board Member 5.0 0.0 X 0 0 0 Sr M Jennifer Henry Board Member 5.0 0.0 X 0 0 0 Sr M Karol Ann Hoefer Board Member 5.0 0.0 X 0 0 0 Sr M Lenore Schwartz Board Member 5.0 0.0 X 0 0 0 Sr Margaret Mary Mitchel Board Member 5.0 0.0 X 0 0 0 Steve Corona Board Member 5.0 0.0 X 0 0 0 Thomas Creevey Board Member 5.0 0.0 X 0 0 0 Thomas Obergfell Board Member 5.0 0.0 X 0 0 0 William Niezer Board Member 5.0 0.0 X 0 0 0 Craig Teetsel Vice President for Finance 40.0 0.0 X 166423 0 21192 David Rhodes Vice President for Enrollment Management 40.0 0.0 X 82373 0 809 Ellen Paxton Vice President for Institutional Advancement 40.0 0.0 X 169684 0 14396 Richard Bienz Vice President for Operations 40.0 0.0 X 138211 0 10776 Robert Pastoor Vice President for Student Affairs 40.0 0.0 X 106113 0 8827 Tracy Stewart Vice President for Academic Affairs 40.0 0.0 X 71280 0 250 Angie Harrell Vice President for Healthcare Relations 40.0 0.0 X 165282 0 16405 Dr Amelia Clark Executive Director - CIPHER 40.0 0.0 X 159487 0 10746 Dr Jeffrey Easley Medical Director, Physician Assistant Studies 40.0 0.0 X 123274 0 5273 Dr Joshua Fairbanks Director of Dept of Medical Sciences 40.0 0.0 X 147473 0 21471 Paul Schmidt Associate Professor of Physics 40.0 0.0 X 139187 0 13986 Rev Eric Zimmer Former President- Retired in 2023 40.0 0.0 X 278215 0 29236 2005163 0 180544 31 false true false Ellucian Company LLP 62578 Collections Center Drive Chicago IL 60693 IT SERVICES 2947207 Tonn and Blank Construction LLC 1623 Greenwood Ave Michigan City IN 46360 General Contractor 2088890 Slingshot LLP 1500 S Western Avenue Marion IN 46953 Campus Shoppe Operator 841434 Ruffalo Noel Levitz 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 CONSULTING & MARKETING 789197 Calculate LLC 42 Ridgeway Street Newington CT 06111 Marketing Support 219700 6 0 0 0 320000 990385 3349542 71687 4659927 TUITION AND FEES 611310 57637838 57637838 AUXILIARY ENTERPRISES 611310 5799676 5799676 SALES AND SERVICES 611310 24367 24367 MISCELLANEOUS 611310 194589 194589 0 0 0 0 63656470 887014 887014 948 948 130112 182655 23940 95702 106172 86953 193125 86953 106172 43847909 204799 41476340 0 2371569 204799 2576368 2576368 0 0 0 0 0 71973852 63656470 86953 3570502 26574310 26574310 1138330 1138330 1741757 1162115 378583 201059 21698374 17987076 3153525 557773 1093742 865791 189120 38831 893697 852543 32584 8570 1616440 1354775 220307 41358 57947 57947 74500 74500 217853 217853 79303 79303 5356172 2797475 2558697 0 1351119 14824 1336295 169492 133856 31154 4482 4790109 36175 4753934 1804215 1804215 897920 763861 128871 5188 860022 540685 290356 28981 410199 410199 4193402 4193402 1224779 289353 935426 AUXILIARY ENTERPRISES 2212359 2212359 INSTRUCTIONAL SUPPORT 1653234 1653234 INSTITUTIONAL SUPPORT 326703 326703 ATHLETIC PROGRAMS 409370 409370 197559 197559 0 0 81042907 65718210 14220602 1104095 1702788 17679 2697325 10507832 3308313 3656725 780283 1597982 0 0 0 0 0 0 2607796 2205503 127000388 62146419 74782041 64853969 33807041 30147570 2186209 0 8348224 9831922 130220020 122819182 6348232 6312975 7620 0 205056 236066 13582268 13129192 0 0 0 348786 20143176 20027019 X 87246118 76716389 22830726 26075774 110076844 102792163 130220020 122819182 X -9069055 1677173 107201 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 0.0 1 0 0 1 false 0 true 0 249656 X false 35674399 902019 4813700 323355 3908578 79393 37078792 33875041 435642 2594401 388981 788792 52912 35674399 36138880 2444149 -3589038 355170 691958 71822 33875041 29979217 504474 6904923 271753 897249 80732 36138880 31159569 263708 1660273 302337 2713155 88841 29979217 0.5 0.31 0.19 true false 3284662 3284662 99794706 43801713 55992993 16688775 13412459 3276316 7232245 4932247 2299998 64853969 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 324759 ASSETS HELD FOR SALE 9172252 RIGHT OF USE ASSETS- FINANCE LEASE 334911 9831922 Finance Lease Liability 348786 348786 47275838 1677173 226843 1904016 45371822 27720 26574310 26602030 71973852 54560519 119642 119642 54440877 27720 26574310 26602030 81042907 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 true true true true true true true false false false false false false false false true false true 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). Scholarships North America (Canada & Mexico only) 5 101560 Scholarships applied again Other Scholarships Europe (Including Iceland and Greenland) 21 618055 Scholarships applied again Other Scholarships South America 9 226630 Scholarships applied again Other Scholarships East Asia and the Pacific 4 64550 Scholarships applied again Other Scholarships Sub-Saharan Africa 10 127535 Scholarships applied again Other false false false false false false Schedule F, Part III Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC - EUROPE (INCLUDING ICELAND AND GREENLAND) - NORTH AMERICA (CANADA & MEXICO ONLY) - SOUTH AMERICA - SUB-SAHARAN AFRICA - X X X X X X X true Empowerment Advisors Inc 4728 COVINGTON ROAD FORT WAYNE IN 46804 CONSULTING false 15138 -15138 Johnson Grossnickle & Associates 29 SOUTH PARK BLVD GREENWOOD IN 46143 CONSULTING false 84415 -84415 McAllister & Quinn LLC 1625 EYE STREET NW SUIT 750 WASHINGTON DC 20006 CONSULTING false 118300 -118300 0 217853 -217853 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY true SCHOLARSHIPS 1519 26574310 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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. X X true true X X X true false false false false false false false false Dr Lance Richey President 258161 0 0 0 0 0 18809 0 8368 0 285338 0 0 0 Rev Eric Zimmer Former President- Retired in 2023 278215 0 0 0 0 0 19789 0 9447 0 307451 0 0 0 Ellen Paxton Vice President for Institutional Advancement 169684 0 0 0 0 0 13548 0 848 0 184080 0 0 0 Craig Teetsel Vice President for Finance 166423 0 0 0 0 0 13662 0 7530 0 187615 0 0 0 Angie Harrell Vice President for Healthcare Relations 165282 0 0 0 0 0 12687 0 3718 0 181687 0 0 0 Dr Amelia Clark Executive Director - CIPHER 159487 0 0 0 0 0 5734 0 5012 0 170233 0 0 0 Dr Joshua Fairbanks Director of Dept of Medical Sciences 147473 0 0 0 0 0 11067 0 10404 0 168944 0 0 0 Paul Schmidt Associate Professor of Physics 60514 0 0 0 78673 0 9845 0 4141 0 153173 0 0 0 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 A CITY OF FORT WAYNE INDIANA 356001029 2017-12-01 15000000 To retire 8/1/08 bond issuance and fund construction projections occurring on campus false false false A 1815663 15000000 358795 72336 11207664 3720000 2019 true false true true A false false false false 0.0 false false false A false false true false false false false false false A true X 3 7600 Market value X 2 71687 Market value X MISCELLANEOUS 3 4084 Market value X CAMERA EQUIPMENT 2 3200 Market value 0 false true false 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. 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; SISTERS OF SAINT FRANCIS OF PERPETUAL ADORATION 1515 DRAGOON TRAIL MISHAWAKA IN 46546 351328145 THE RELIGIOUS COMMUNITY SPONSORING THE UNIVERSITY IN 501(c)(3) 1 NA false false false true false false false false false false false false true true false false false true false false