LEWIS UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS UNIVERSITY (EIN 36-2167773)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-07
- IRS object ID
- 202631279349301538
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T09:30:57+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lewis University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 8158380500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY PARKWAY | AddressLine1Txt |
| City | ROMEOVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA CARLSON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8158365231 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2604604000 | PhoneNum |
| Preparation | 2026-03-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA CARLSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY PARKWAY | AddressLine1Txt |
| City | ROMEOVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $299,434,932 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://www.lewisu.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1934 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | LEWIS UNIVERSITY, GUIDED BY ITS CATHOLIC AND LASALLIAN HERITAGE, PROVIDES TO A DIVERSE STUDENT POPULATION POST SECONDARY EDUCATION AND TRAINING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 2267 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $1,466 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $129,578 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,603,505 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,182,261 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $192,597,897 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $209,050,484 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$401,145 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,979,042 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$67,888 | PYOtherRevenueAmt |
| CY Other Revenue | -$28,737 | CYOtherRevenueAmt |
| PY Total Revenue | $206,732,369 | PYTotalRevenueAmt |
| CY Total Revenue | $237,183,050 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $63,579,426 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $68,830,742 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $87,227,916 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $99,072,834 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,605,822 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $56,714,054 | PYOtherExpensesAmt |
| CY Other Expenses | $59,654,197 | CYOtherExpensesAmt |
| PY Total Expenses | $207,521,396 | PYTotalExpensesAmt |
| CY Total Expenses | $227,557,773 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$789,027 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,625,277 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $325,646,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $335,421,408 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $103,408,786 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,244,764 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $222,237,927 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $239,176,644 | NetAssetsOrFundBalancesEOYAmt |
| Mission | LEWIS UNIVERSITY, GUIDED BY ITS CATHOLIC AND LASALLIAN HERITAGE, PROVIDES TO A DIVERSE STUDENT POPULATION PROGRAMS FOR A LIBERAL AND PROFESSIONAL EDUCATION GROUNDED IN THE INTERACTION OF KNOWLEDGE AND FIDELITY IN THE SEARCH FOR TRUTH. LEWIS PROMOTES THE DEVELOPMENT OF THE COMPLETE PERSON THROUGH THE PURSUIT OF WISDOM AND JUSTICE. FUNDAMENTAL TO ITS MISSION IS A SPIRIT OF ASSOCIATION WHICH FOSTERS COMMUNITY IN ALL TEACHING, LEARNING AND SERVICE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $192,064,752 | ExpenseAmt |
| Grant | $68,830,742 | GrantAmt |
| Revenue | $209,050,484 | RevenueAmt |
| Desc | THE UNIVERSITY PROVIDES POST SECONDARY EDUCATION AND TRAINING TO STUDENTS. PROGRAM SERVICE COSTS INCLUDE INSTRUCTORS, SALARIES, RESIDENCE HALL AND RELATED OPERATIONAL EXPENDITURES. APPROXIMATELY 7,800 STUDENTS ATTENDED DURING THIS PERIOD. | Desc |
| Total Program Service Expenses | $192,064,752 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | 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 | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | 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 | Yes (true) | 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 | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7534 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2267 | 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| 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 |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA CARLSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8158365201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY PARKWAY | AddressLine1Txt |
| City | ROMEOVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60446 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BRYAN DURKIN | |||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER PERRY | |||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR DAVID LIVINGSTON | |||||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $546,091 | $0 | $58,823 | ||
| JEFFREY J STAHL | |||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY FERRARELL | |||||||||
| CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY SAM | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BR ERNEST MILLER FSC | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BROTHER LARRY SCHATZ FSC | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BROTHER THOMAS JOHNSON FSC | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CARLOS VELAZQUEZ MEIXUEIRO | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CAROL SCHNEIDER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| COLONEL DUANE HAYDEN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR BRENNAN O'DONNELL | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR INEZ KELLEHER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR JAMES GIRARD | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR KATHLEEN CIEPLAK OWENS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| EDUARDO SANCHEZ | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KARLEEN MUSSMAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN NEWQUIST | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LARRY TUCKER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LEAH WALLACE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MOREFIELD | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL PARKER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| OSWALDO ALVAREZ | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA MOTT AFSC | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT LIKENS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR CHRISTOPHER SINDT | |||||||||
| PROVOST | 40.0 | 0.0 | Yes (X) | $301,047 | $0 | $42,840 | |||
| MELISSA CARLSON | |||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 0.0 | Yes (X) | $197,516 | $0 | $35,591 | |||
| MICHAEL PASCUAL | |||||||||
| CHIEF OPERATING OFFICER | 40.0 | 0.0 | Yes (X) | $46,169 | $0 | $5,079 | |||
| TERESA KREJCI | |||||||||
| Former Vice President/CFO/COO - Left 11/24 | 40.0 | 0.0 | Yes (X) | $230,840 | $0 | $30,032 | |||
| RAYMOND KENNELLY | |||||||||
| CHIEF STRATEGY OFFICER | 40.0 | 0.0 | $275,764 | $0 | $32,286 | Yes (X) | |||
| CHRISTOPHER WHITE | |||||||||
| DEAN, COLLEGE OF AVIATION, SCIENCE AND TECHNOLOGY | 40.0 | 0.0 | $201,715 | $0 | $35,463 | Yes (X) | |||
| COLLEEN AHEARN | |||||||||
| VP FOR UNIVERSITY ADVANCEMENT | 40.0 | 0.0 | $240,245 | $0 | $27,725 | Yes (X) | |||
| DR IBRAHIM MESCIOGLU | |||||||||
| PROFESSOR, BUSINESS ANALYTICS | 40.0 | 0.0 | $204,261 | $0 | $35,629 | Yes (X) | |||
| LUYAN LI | |||||||||
| Former CFO, St. Augustine College - Left 10/24 | 40.0 | 0.0 | $234,523 | $0 | $26,130 | Yes (X) | |||
| RYAN BUTT | |||||||||
| DEAN, COLLEGE OF BUSINESS | 40.0 | 0.0 | $204,359 | $0 | $35,925 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,682,530 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $365,523 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 172 | 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 |
|---|---|---|---|---|---|
| SODEXO INC AND AFFILIATES | |||||
| 9801 Washington Blvd | Gaithersburg | MD | 20878 | FOOD & CUSTODIAL | $7,352,371 |
| M A MORTENSON CONSTRUCTION | |||||
| 300 PARK BLVDSUITE 100 | ITASCA | IL | 60143 | CONSTRUCTION | $2,509,038 |
| MASON INTERACTIVE INC | |||||
| 20 JAY ST STE 1115 | BROOKLYN | NY | 11201 | DIGITAL MARKETING | $1,053,283 |
| B STROMBERG CONSTRUCTION CO INC | |||||
| 5831 Dempster St | Morton Grove | IL | 60053 | CONSTRUCTION | $691,597 |
| TIMELYCARE | |||||
| 1315 S ADAM ST | FORT WORTH | TX | 76104 | VIRTUAL HEALTH SERVICES | $474,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 36 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $277,701 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $19,872,972 | GovernmentGrantsAmt |
| All Other Contributions | $4,031,588 | AllOtherContributionsAmt |
| Noncash Contributions | $240,452 | NoncashContributionsAmt |
| Total Contributions | $24,182,261 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT TUITION AND FEES | 611310 | $194,293,416 | $194,293,416 |
| STUDENT HOUSING | 611310 | $7,508,216 | $7,508,216 |
| STUDENT MEAL PLANS | 611310 | $4,676,268 | $4,676,268 |
| CONFERENCING | 611310 | $265,162 | $265,162 |
| SERVICE INCOME | 611310 | $357,000 | $357,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,950,422 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,950,422 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $209,050,484 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $216,033 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,466 | UnrelatedBusinessRevenueAmt |
| Exclusion | $214,567 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,785,913 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,022,904 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,763,009 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,763,009 | TotalRevenueColumnAmt |
| Exclusion | $3,763,009 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $200,241 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $277,701 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $228,978 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,737 | TotalRevenueColumnAmt |
| Exclusion | -$28,737 | 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 | $237,183,050 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $209,050,484 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,466 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,948,839 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,830,742 | TotalAmt |
| Program Services | $68,830,742 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,751,165 | TotalAmt |
| Program Services | $1,570,042 | ProgramServicesAmt |
| Management And General | $154,167 | ManagementAndGeneralAmt |
| Fundraising | $26,956 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,405,845 | TotalAmt |
| Program Services | $58,146,300 | ProgramServicesAmt |
| Management And General | $14,021,657 | ManagementAndGeneralAmt |
| Fundraising | $1,237,888 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,899,957 | TotalAmt |
| Program Services | $3,953,009 | ProgramServicesAmt |
| Management And General | $821,638 | ManagementAndGeneralAmt |
| Fundraising | $125,310 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,311,007 | TotalAmt |
| Program Services | $11,545,313 | ProgramServicesAmt |
| Management And General | $2,399,709 | ManagementAndGeneralAmt |
| Fundraising | $365,985 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,704,860 | TotalAmt |
| Program Services | $3,795,616 | ProgramServicesAmt |
| Management And General | $788,924 | ManagementAndGeneralAmt |
| Fundraising | $120,320 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,247 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $564,247 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,076 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $460,076 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,582 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $10,582 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,425,244 | TotalAmt |
| Program Services | $12,442,740 | ProgramServicesAmt |
| Management And General | $1,525,845 | ManagementAndGeneralAmt |
| Fundraising | $456,659 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,422,542 | TotalAmt |
| Program Services | $4,136,937 | ProgramServicesAmt |
| Management And General | $285,605 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,351,196 | TotalAmt |
| Program Services | $4,058,117 | ProgramServicesAmt |
| Management And General | $1,265,015 | ManagementAndGeneralAmt |
| Fundraising | $28,064 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,226,066 | TotalAmt |
| Program Services | $2,446,510 | ProgramServicesAmt |
| Management And General | $762,637 | ManagementAndGeneralAmt |
| Fundraising | $16,919 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,249 | TotalAmt |
| Program Services | $1,706 | ProgramServicesAmt |
| Management And General | $531 | ManagementAndGeneralAmt |
| Fundraising | $12 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,115,132 | TotalAmt |
| Program Services | $4,114,862 | ProgramServicesAmt |
| Management And General | $270 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,176,400 | TotalAmt |
| Program Services | $3,969,087 | ProgramServicesAmt |
| Management And General | $140,716 | ManagementAndGeneralAmt |
| Fundraising | $66,597 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,278,951 | TotalAmt |
| Program Services | $3,137,861 | ProgramServicesAmt |
| Management And General | $141,090 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,887,189 | TotalAmt |
| Program Services | $6,913,189 | ProgramServicesAmt |
| Management And General | $4,814,397 | ManagementAndGeneralAmt |
| Fundraising | $159,603 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,711,186 | TotalAmt |
| Program Services | $1,106,505 | ProgramServicesAmt |
| Management And General | $3,604,681 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $1,079,247 | $1,079,247 | $0 | $0 |
| AIRPLANE EXPENSE | $1,013,096 | $0 | $1,013,096 | $0 |
| DUES AND SUBSCRIPTIONS | $930,794 | $816,969 | $112,316 | $1,509 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,557,773 | TotalAmt |
| Program Services | $192,064,752 | ProgramServicesAmt |
| Management And General | $32,887,199 | ManagementAndGeneralAmt |
| Fundraising | $2,605,822 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,763 | BOYAmt |
| EOY | $6,683 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,827,500 | BOYAmt |
| EOY | $9,167,191 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,663,964 | BOYAmt |
| EOY | $1,359,054 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,802,273 | BOYAmt |
| EOY | $22,329,134 | 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 |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,632,526 | BOYAmt |
| EOY | $1,261,125 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $347,544,773 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $181,732,741 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,350,169 | BOYAmt |
| EOY | $165,812,032 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,373,945 | BOYAmt |
| EOY | $130,054,592 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,989,573 | BOYAmt |
| EOY | $5,431,597 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,646,713 | BOYAmt |
| EOY | $335,421,408 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,220,791 | BOYAmt |
| EOY | $11,635,652 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,723,077 | BOYAmt |
| EOY | $1,292,308 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,716,872 | BOYAmt |
| EOY | $71,576,440 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,748,046 | BOYAmt |
| EOY | $11,740,364 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,408,786 | BOYAmt |
| EOY | $96,244,764 | 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 | $181,176,334 | BOYAmt |
| EOY | $195,960,233 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,061,593 | BOYAmt |
| EOY | $43,216,411 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,237,927 | BOYAmt |
| EOY | $239,176,644 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,646,713 | BOYAmt |
| EOY | $335,421,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,625,277 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,394,487 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$81,047 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,326,573 | BeginningYearBalanceAmt |
| Contributions | $652,569 | ContributionsAmt |
| Investment Earnings Or Losses | $11,310,608 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,266,633 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,478,327 | OtherExpendituresAmt |
| End Year Balance | $127,544,790 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,260,885 | BeginningYearBalanceAmt |
| Contributions | $60,273 | ContributionsAmt |
| Investment Earnings Or Losses | $8,754,507 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,749,092 | GrantsOrScholarshipsAmt |
| End Year Balance | $119,326,573 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,755,611 | BeginningYearBalanceAmt |
| Contributions | $1,003,218 | ContributionsAmt |
| Investment Earnings Or Losses | $11,564,731 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,062,675 | GrantsOrScholarshipsAmt |
| End Year Balance | $112,260,885 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,743,452 | BeginningYearBalanceAmt |
| Contributions | $2,179,092 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,674,810 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,492,123 | GrantsOrScholarshipsAmt |
| End Year Balance | $100,755,611 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,155,381 | BeginningYearBalanceAmt |
| Contributions | $1,523,957 | ContributionsAmt |
| Investment Earnings Or Losses | $22,016,099 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,951,985 | GrantsOrScholarshipsAmt |
| End Year Balance | $105,743,452 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.7177 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.1936 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0887 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,164,960 | OtherCostOrOtherBasisAmt |
| Book Value | $14,164,960 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $214,725,926 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,397,474 | DepreciationAmt |
| Book Value | $110,328,452 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,411,968 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,761,344 | DepreciationAmt |
| Book Value | $15,650,624 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,241,919 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,573,923 | DepreciationAmt |
| Book Value | $25,667,996 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $165,812,032 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Closely-held equity interests | |
| Financial derivatives | |
| OTHER INVESTMENTS | $506,860 |
| LAND | $27,150,000 |
| US BANK STOCK FUNDS | $81,205,217 |
| MAKENA INVESTMENT FUND | $10,159,314 |
| US GOVERNMENT ISSUES | $11,033,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $130,054,592 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| TUITION AND OTHER DEPOSITS | $7,032,756 |
| OPERATING LEASE LIABILITIES | $4,531,930 |
| FINANCE LEASE LIABILITIES | $175,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,740,364 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $175,884,144 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,394,487 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $228,978 | OtherRevenueAmt |
| Revenue Not Reported | $7,623,465 | RevenueNotReportedAmt |
| Revenue Subtotal | $168,260,679 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,582 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $68,911,789 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $68,922,371 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $237,183,050 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $158,945,427 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $228,978 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $228,978 | ExpensesNotReportedAmt |
| Expenses Subtotal | $158,716,449 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,582 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $68,830,742 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $68,841,324 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $227,557,773 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 ASC 740 FOOTNOTE | 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 V, Line 4 Intended uses of endowment funds | THE UNIVERSITY'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE SCHOLARSHIPS TO STUDENTS AND SPECIFIC ACADEMIC PROGRAM SUPPORT WHERE THE OPERATING FUNDS ARE NOT AVAILABLE. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | FUNDRAISING EXPENSE - 228978 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | STUDENT FINANCIAL AID - 68830742 POST RETIREMENT BENEFIT OBLIGATION - 81047 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | FUNDRAISING EXPENSE - 228978 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | STUDENT FINANCIAL AID - 68830742 |
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 | Yes (true) | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | IN ALL PUBLICATIONS USED BY THE UNIVERSITY TO SOLICIT STUDENTS FROM THE COMMUNITY, A NONDISCRIMINATORY POLICY STATEMENT IS INCLUDED. AN EXAMPLE OF THE STATEMENT FOLLOWS; LEWIS UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, HANDICAP OR SEX IN THE RECRUITMENT AND ADMISSION OF STUDENTS. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | THE UNIVERSITY RECEIVES GOVERNMENT SUBSIDIES OF RESTRICTED AND UNRESTRICTED NATURE TO BE USED FOR GENERAL INSTITUTIONAL AND SPECIAL EDUCATIONAL PURPOSES. |
| Schedule E, Part I, Line 6(b) REVOCATION OR SUSPENSION OF GOVERNMENTAL AID OR ASSISTANCE | EFFECTIVE 7/1/1987 THE NURSING STUDENT LOAN (NSL) PROGRAM AT THE UNIVERSITY WAS PLACED IN TERMINATED STATUS BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. THIS RESULTED FROM THE SCHOOL NOT REDUCING THE PROGRAM'S DELINQUENCY RATE TO A SPECIFIED LEVEL AS REQUIRED BY PERFORMANCE STANDARD REGULATIONS FOR THE NSL PROGRAM. THE NSL PROGRAM WAS CLOSED OUT AND LIQUIDATED ON JUNE 30, 2021. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| South Asia | 0 | 8 | Program Services | RECRUITING | $1,133,575 |
| East Asia and the Pacific | 0 | 19 | Program Services | RECRUITING | $561,289 |
| Europe (Including Iceland and Greenland) | 0 | 2 | Program Services | RECRUITING | $62,950 |
| Russia and Neighboring States | 0 | 1 | Program Services | RECRUITING | $5,000 |
| Sub-Saharan Africa | 0 | 8 | Program Services | RECRUITING | $135,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 38 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Subtotal Spent | $1,897,984 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,897,984 | TotalSpentAmt |
| 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 I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SIGNUM FIDEI | Event1Nm |
| Gross Receipts Event1 | $303,116 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $195,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $108,116 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $3,500 | CashPrizesEvent1Amt |
| Food And Beverage Event1 | $57,271 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $17,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $56,229 | OtherDirectExpensesEvent1Amt |
| Event2 | HOCKEY GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $50,480 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $40,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,480 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,648 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $3,495 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,000 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $124,346 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $42,701 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $81,645 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $500 | CashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $18,891 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $45,658 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $830 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,456 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $477,942 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $277,701 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $200,241 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $4,000 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $27,539 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $106,424 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $18,330 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $72,685 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $228,978 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$28,737 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS FOR STUDENTS ATTENDING LEWIS | 4027 | $63,454,278 |
| TUITION DISCOUNTS FOR STUDENTS ATTENDING LEWIS | 1522 | $5,376,464 |
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 OFFICE OF SPONSORED RESEARCH IS REQUIRED TO REVIEW EACH REQUEST FOR PAYMENT PRIOR TO AUTHORIZATION OF PAYMENT TO A VENDOR OR PURCHASE. FOR FINANCIAL AID RELATED GRANTS THE DIRECTOR OF FINANCIAL AID RECEIVES NOTICES OF AWARD AND AWARDS TO THE STUDENT BASED ON THE STIPULATIONS WITHIN THE GRANT. GRANT FUNDS ARE EACH ASSIGNED THEIR OWN FUND CODE TO ENSURE THAT GRANT FUNDS ARE TRACKED PROPERLY. P.I.'S AND THE OFFICE OF SPONSORED RESEARCH HAVE ACCESS TO REVIEW EXPENDITURES TO ENSURE THAT ONLY APPROPRIATE COSTS HAVE BEEN CHARGED TO THE GRANT. THE OFFICE OF SPONSORED RESEARCH ALSO HAS WRITTEN PRE AND POST AWARD POLICIES AND GUIDELINES RELATED TO THE GRANT FUNDS. THE OFFICE OF FINANCIAL AID SERVICES AWARDS FINANCIAL AID IN ACCORDANCE WITH THE HIGHER EDUCATION ACT. FEDERAL AND STATE AWARDING GUIDELINES ARE USED IN AWARDING STUDENT'S FINANCIAL AID. STUDENT ACCOUNTS ARE REVIEWED ON A BI-WEEKLY BASIS TO ENSURE THAT ALL STUDENTS ARE CURRENTLY ENROLLED ACCORDING TO APPROPRIATE GUIDELINES. A QUALITY CONTROL CHECK IS IN PLACE IN THAT A FILE AUDIT IS PERFORMED OF A SAMPLE OF FILES TO ENSURE THAT PROPER PROCEDURES ARE BEING FOLLOWED. AN ANNUAL AUDIT IS PERFORMED BY AN OUTSIDE COMPANY TO ENSURE THAT THERE ARE NO GROSS VIOLATIONS OF FEDERAL AND STATE REGULATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (10 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 DAVID LIVINGSTON | ||||||||||||||
| PRESIDENT | $476,299 | $0 | $0 | $0 | $69,792 | $0 | $38,514 | $0 | $20,309 | $0 | $604,914 | $0 | $0 | $0 |
| DR CHRISTOPHER SINDT | ||||||||||||||
| PROVOST | $300,531 | $0 | $0 | $0 | $516 | $0 | $22,531 | $0 | $20,309 | $0 | $343,887 | $0 | $0 | $0 |
| TERESA KREJCI | ||||||||||||||
| Former Vice President/CFO/COO - Left 11/24 | $230,840 | $0 | $0 | $0 | $0 | $0 | $15,265 | $0 | $14,767 | $0 | $260,872 | $0 | $0 | $0 |
| MELISSA CARLSON | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $197,408 | $0 | $0 | $0 | $108 | $0 | $15,282 | $0 | $20,309 | $0 | $233,107 | $0 | $0 | $0 |
| RAYMOND KENNELLY | ||||||||||||||
| CHIEF STRATEGY OFFICER | $274,972 | $0 | $0 | $0 | $792 | $0 | $20,089 | $0 | $12,197 | $0 | $308,050 | $0 | $0 | $0 |
| DR IBRAHIM MESCIOGLU | ||||||||||||||
| PROFESSOR, BUSINESS ANALYTICS | $204,081 | $0 | $0 | $0 | $180 | $0 | $15,320 | $0 | $20,309 | $0 | $239,890 | $0 | $0 | $0 |
| RYAN BUTT | ||||||||||||||
| DEAN, COLLEGE OF BUSINESS | $204,179 | $0 | $0 | $0 | $180 | $0 | $15,616 | $0 | $20,309 | $0 | $240,284 | $0 | $0 | $0 |
| COLLEEN AHEARN | ||||||||||||||
| VP FOR UNIVERSITY ADVANCEMENT | $240,125 | $0 | $0 | $0 | $120 | $0 | $17,492 | $0 | $10,233 | $0 | $267,970 | $0 | $0 | $0 |
| CHRISTOPHER WHITE | ||||||||||||||
| DEAN, COLLEGE OF AVIATION, SCIENCE AND TECHNOLOGY | $200,923 | $0 | $0 | $0 | $792 | $0 | $15,154 | $0 | $20,309 | $0 | $237,178 | $0 | $0 | $0 |
| LUYAN LI | ||||||||||||||
| Former CFO, St. Augustine College - Left 10/24 | $212,735 | $0 | $0 | $0 | $21,788 | $0 | $17,094 | $0 | $9,036 | $0 | $260,653 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | INCLUDED IN DR. DAVID LIVINGSTON'S TAXABLE COMPENSATION ARE CAR AND HOUSING ALLOWANCES. STIPULATIONS ARE INCLUDED IN DR. LIVINGSTON'S PRESIDENTIAL CONTRACT REGARDING THESE BENEFITS. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | LUYAN LI RECEIVED A SEVERANCE PAYMENT OF $21,788 UPON TERMINATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| VILLAGE OF ROMEOVILLE WILL COUNTY ILLINOIS | ||||||||
| A | 366009349 | 77615NAV6 | 2015-03-17 | $42,019,072 | SEE PART VI | false | false | false |
| VILLAGE OF ROMEOVILLE WILL COUNTY ILLINOIS | ||||||||
| B | 366009349 | 77615NBA1 | 2018-07-12 | $41,875,310 | REFUND OF PRIOR ISSUES | Yes (true) | false | false |
| VILLAGE OF REMEOVILLE WILL COUNTY ILLINOIS | ||||||||
| C | 366009349 | 000000000 | 2019-06-14 | $10,605,000 | REFUND OF PRIOR ISSUE | false | false | false |
| ILLINOIS FINANCE AUTHORITY | ||||||||
| D | 861091967 | 000000000 | 2024-02-01 | $4,738,833 | REFUND OF PRIOR ISSUE | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $10,760,000 | $0 | $42,062,761 | $0 | $493,213 | $0 | $548,859 | $0 | $0 | $22,500,689 | $18,520,000 | $0 | 2017 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $11,400,000 | $0 | $41,875,310 | $0 | $0 | $0 | $659,910 | $0 | $0 | $675,400 | $40,540,000 | $0 | 2018 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $2,380,000 | $0 | $10,605,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,605,000 | $0 | 2018 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $342,228 | $0 | $4,738,833 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $4,738,833 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
| B | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
| C | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
| D | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||||
| A | false | false | Yes (true) | Yes (true) | false | false | 0 | false | false | false | 0 | false | Yes (true) | Yes (true) |
| (no name) | ||||||||||||||
| B | false | false | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| (no name) | ||||||||||||||
| C | false | false | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| OLD NATIONAL BANK | ||||||||||||||
| D | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 4.4 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (f) LINE A | CONSTRUCT & RENOVATE FACILITY AND REFUND PRIOR ISSUE (4/26/06). |
| Schedule K, Part IV, Line 2c NOTE REGARDING THE REBATE COMPUTATION ON 2/28/2019 | SINCE THE BOND PROCEEDS HAVE BEEN SPENT AND THE DEBT SERVICE FUND WAS OPERATED ON A BONA FIDE BASIS, NO FURTHER REBATE CALCULATIONS ARE NECESSARY. |
| Schedule K, Part IV, Line 2c NOTE REGARDING THE REBATE COMPUTATIONS ON 1/12/2019 & 12/14/2019 | SINCE THE BOND PROCEEDS HAVE BEEN SPENT, A SPENDING EXCEPTION WAS MET, AND THE DEBT SERVICE FUND WAS OPERATED ON A BONA FIDE BASIS, NO FURTHER REBATE CALCULATIONS ARE NECESSARY. |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: VILLAGE OF ROMEOVILLE, WILL COUNTY, ILLINOIS The calculation for computing no rebate due was performed on 02/28/2019 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: VILLAGE OF ROMEOVILLE, WILL COUNTY, ILLINOIS The calculation for computing no rebate due was performed on 01/12/2019 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: VILLAGE OF REMEOVILLE, WILL COUNTY, ILLINOIS The calculation for computing no rebate due was performed on 12/14/2019 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: ILLINOIS FINANCE AUTHORITY The calculation for computing no rebate due was performed on 06/30/2024 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUBSTANTIAL CONTRIBUTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SUBSTANTIAL CONTRIBUTOR | RelationshipDescriptionTxt |
| Transaction | $7,352,371 | TransactionAmt |
| Transaction | INDEPENDENT CONTRACTOR | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $82,671 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | LAB SUPPLIES | Desc |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $157,781 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS LISTED IN PART I, COLUMN B ARE BASED ON THE NUMBER OF CONTRIBUTORS FOR EACH TYPE OF PROPERTY CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Material differences in voting rights | DR. DAVID LIVINGSTON IS A COMPENSATED EMPLOYEE OF THE UNIVERSITY AND THEREFORE IS NON-INDEPENDENT. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE UNIVERSITY IS SPONSORED BY THE CHRISTIAN BROTHERS OF THE MIDWEST, INC. PURSUANT TO THE SPONSORSHIP COVENANT SIGNED IN MAY 2021, THE FOLLOWING SIGNIFICANT LEGAL ASPECTS ARE INCORPORATED INTO THE DOCUMENT: 1. BOARD MEMBERSHIP - 5 MEMBERS ARE TO BE CHRISTIAN BROTHERS 2. RESERVED POWERS FOR THE CHRISTIAN BROTHERS REGARDING: (A) TO SELL, TRANSFER, OR ENCUMBER REAL PROPERTY ASSETS OF THE UNIVERSITY (B) TO DISSOLVE THE CORPORATION OR CLOSE THE UNIVERSITY (C) TO MERGE WITH ANOTHER CORPORATION OR EDUCATIONAL ENTITY (D) TO AMEND CERTAIN SECTIONS OF THE BY-LAWS OR THE CORPORATE CHARTER OF THE UNIVERSITY (E) TO CHANGE THE CATHOLIC CHARACTER OR THE CHRISTIAN BROTHERS' SPONSORSHIP OF THE UNIVERSITY (F)TO CHANGE THE REQUIREMENT OF MAINTAINING A PREFERENCE FOR A CHRISTIAN BROTHER AS PRESIDENT OF THE UNIVERSITY PRESUMING THEY ARE EQUALLY OR MORE QUALIFIED THAN OTHER CANDIDATES. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE AUDIT, LEGAL AND RISK MANAGEMENT COMMITTEE REVIEWS THE 990 DURING THE APPLICABLE COMMITTEE MEETING. THE DOCUMENT IS PROVIDED TO COMMITTEE MEMBERS ONE WEEK PRIOR TO THE DATE OF THE COMMITTEE MEETING. THE FORM 990 IS ALSO PROVIDED TO THE FULL BOARD FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE CONFLICT OF INTEREST FORMS COMPLETED BY THE BOARD OF TRUSTEE MEMBERS, THE ADMINISTRATION AND OTHERS INVOLVED IN PROVIDING GOODS AND SERVICES FOR THE UNIVERSITY ARE REVIEWED BY PURCHASING AND BUSINESS OFFICE PERSONNEL AS WELL AS SENIOR MANAGEMENT. SEVERAL LEVELS OF REVIEW ARE ESTABLISHED TO DETECT CONFLICT OF INTEREST SITUATIONS BEFORE CONTRACTUAL RELATIONSHIPS ARE ENTERED INTO. IN ADDITION, BOARD OF TRUSTEE CONFLICT OF INTEREST FORMS ARE REVIEWED BY THE AUDIT, LEGAL AND RISK MANAGEMENT COMMITTEE CHAIR. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE UNIVERSITY PERIODICALLY RETAINS OUTSIDE FIRMS TO CONDUCT VARIOUS COMPENSATION STUDIES. THE MOST RECENT STUDY TO AID IN DETERMINATION OF EXECUTIVE COMPENSATION FOR THE UNIVERSITY PRESIDENT AND OTHER EXECUTIVES WAS IN 2021. THE COMPENSATION AND HUMAN RESOURCE COMMITTEE OF THE BOARD OF TRUSTEES MAINTAINS MINUTES OF ITS SALARY DELIBERATIONS AND DECISIONS. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE MOST RECENT STUDY TO AID IN DETERMINATION OF EXECUTIVE COMPENSATION FOR THE EXECUTIVES WAS IN 2021. THE COMPENSATION AND HUMAN RESOURCE COMMITTEE OF THE BOARD OF TRUSTEES MAINTAINS MINUTES OF ITS SALARY DELIBERATIONS AND DECISIONS. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE CHIEF FINANCIAL OFFICER. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Other - Total Revenue: 1950422, Related or Exempt Function Revenue: 1950422, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN ACCUMULATED POST RETIREMENT BENEFIT OBLIGATION - -81047; Total - -81047; |