2026-05-14T12:56:46-05:00 2025-06-30 341897225 HILL BARTH & KING LLC 3838 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 34103 990 2024-07-01 030482006 AVE MARIA UNIVERSITY INC AVEM 2392802500 5050 AVE MARIA BLVD AVE MARIA FL 34142 STEVE LOGAN CFO 2392802500 2026-05-14 1 0 ASHLYNN E REEDER P01714058 2392632111 2026-05-14 2024 2025-03-06 01:10:19Z STEVE LOGAN 5050 AVE MARIA BLVD AVE MARIA FL 34142 157025141 0 X WWW.AVEMARIA.EDU X 2002 FL UNIVERSITY EDUCATION GROUNDED IN THE TRADITIONS AND FAITH OF THE ROMAN CATHOLIC CHURCH 21 20 870 29 0 0 25942077 41679075 52807163 57945599 1932032 3543746 770645 609811 81451917 103778231 21579125 24795017 0 0 24153968 29067049 0 0 4011749 30210614 30864415 75943707 84726481 5508210 19051750 253911420 272302595 60921257 59791857 192990163 212510738 X SEE SCHEDULE O. 0 0 70702442 24795017 57954295 OPERATING A UNIVERSITY DEDICATED TO INSTRUCTING AND TRAINING INDIVIDUALS TOWARDS A BACCALAUREATE, MASTERS OR DOCTORATE DEGREE. 1,329 STUDENTS WERE SEEKING DEGREES AT AMU DURING THE FALL 2024-2025 SCHOOL YEAR. 70702442 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 104 0 870 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 NH OR KY MA MD WA CO X X STEVE LOGAN 2393077090 5050 AVE MARIA BLVD AVE MARIA FL 34142 ANNE HENDERSHOTT TRUSTEE (THRU FEB 2025) 2.00 X 0 0 0 ANTHONY D'AGOSTINO TRUSTEE 2.00 X 0 0 0 ANTONIO REA TRUSTEE 2.00 X 0 0 0 BISHOP FRANK J DEWANE TRUSTEE, EX OFFICIO 2.00 X 0 0 0 BISHOP STEPHEN PARKES TRUSTEE 2.00 X 0 0 0 CHRISTOPHER G FAHEY TRUSTEE 2.00 X 0 0 0 DAVE DURAND TRUSTEE 2.00 X 0 0 0 DAVID MOSHER TRUSTEE 2.00 X 0 0 0 DEACON STEVEN MARCUS TRUSTEE 2.00 X 0 0 0 DENZIL SAMUELS TRUSTEE 2.00 X 0 0 0 DONNA M BRADT TRUSTEE 2.00 X 0 0 0 FRANK HALLINAN TRUSTEE 2.00 X 0 0 0 GREG DOLAN TRUSTEE (THRU MID-JUNE 2025) 2.00 X 0 0 0 KENNY WOOD TRUSTEE 2.00 X 0 0 0 LUSANT ORDONEZ TRUSTEE 2.00 X 0 0 0 MARK MIDDENDORF PRESIDENT 40.00 X X 506906 0 0 MEREDITH DOLAN TRUSTEE 2.00 X 0 0 0 MICHAEL KANE SECRETARY 2.00 X X 0 0 0 PATRICK T RAINEY TRUSTEE/CHAIRMAN 10.00 X X 0 0 0 PAUL R RONEY TRUSTEE/VICE CHAIRMAN 2.00 X X 0 0 0 SR JOHN DOMINIC RASMUSSEN TRUSTEE 2.00 X 0 0 0 TERRENCE O'DAY TRUSTEE 2.00 X 0 0 0 THOMAS S MONAGHAN TRUSTEE/CHANCELLOR 5.00 X X 0 0 0 TIMOTHY PATTON TRUSTEE 2.00 X 0 0 0 ROGER NUTT PROVOST 40.00 1.00 X 286117 0 0 SEANA C SUGRUE VPAA 1.00 X 133996 0 0 STEVE LOGAN CFO 40.00 1.00 X 248043 0 0 PAUL HUSAK COO 40.00 1.00 X 332956 0 0 SUSAN W GALLAGHER CRO 40.00 X 197520 0 0 DAN SCHRECK CSO 40.00 X 295007 0 0 DAVID COSTANZO SR VP ADVANCEMENT (THRU FEB 2025) 40.00 X 229599 0 0 DENNIS MCCARTHY DIRECTOR OF DIGITAL PLATFO 40.00 X 218571 0 0 EUGENE MUNIN VP FIN/GEN COUNSEL (THRU JUNE 2025) 40.00 1.00 X 241067 0 0 PATRICK J O'CONNELL SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 234307 0 0 2924089 0 0 45 0 1 0 ALADDINLEXINGTON INDEPENDENTS 775 WOODLANDS PARKWAY SUITE 100 RIDGELAND MS 39157 DINING AND MEAL SERVICES 4435060 WRIGHT CONSTRUCTION GROUP 5811 YOUNGQUIST ROAD FORT MYERS FL 33912 BUILDING CONTRACTOR 2688166 AMERESCO INC 111 SPEEN STREET SUITE 410 FRAMINGHAM MA 01701 ENGINEERING 1469807 DEC CONTRACTING GROUP 1560 MATTHEW DRIVE UNIT B FORT MYERS FL 33907 BUILDING CONTRACTOR 847271 BM CLEANING SERVICES OF SWFL 15275 COLLIER BLVD SUITE 201 NAPLES FL 34119 CLEANING SERVICES 632378 35 277788 4356995 37044292 3248333 41679075 TUITION AND FEES 611710 40277086 40277086 FACULTY AND STUDENT HOUSING 531110 15474321 15474321 MISCELLANEOUS PROGRAM REVENUE 611710 2194192 2194192 57945599 2010887 2010887 27633 27633 466135 0 466135 466135 466135 54262847 52652068 77920 1610779 -77920 1532859 1532859 131700 277788 213637 -81937 -81937 492569 303285 189284 189284 CHANGE IN SPLIT INT AGREEMENT 611710 8696 8696 8696 103778231 57954295 0 4144861 24795017 24795017 1705539 1312391 256477 136671 22339539 17190004 3359391 1790144 570238 438791 85752 45695 2511202 1932340 377631 201231 1940531 1493215 291815 155501 1364182 751002 540393 72787 182702 143064 30089 9549 844365 464835 334478 45052 621407 495143 93847 32417 424020 337863 64037 22120 1222610 974187 184643 63780 45339 36127 6847 2365 5865584 4673749 885843 305992 933106 743507 140921 48678 306122 243920 46232 15970 2939758 2175422 587950 176386 5965356 4414364 1193072 357920 1153579 919182 174218 60179 MEALS 4351200 3467074 657135 226991 LIBRARY AND ACADEMIC SU 2062310 1643267 311458 107585 STUDENT ACTIVITIES 828429 660099 125113 43217 DUES & SUBSCRIPTIONS 544813 434112 82280 28421 1209533 963767 182668 63098 84726481 70702442 10012290 4011749 36377229 42358118 1839798 8213844 1785171 1452579 174523 338037 138542 161974 106407 477501 274796516 80661304 191272307 194135212 19718075 22943071 2499368 2222259 253911420 272302595 3930946 4681017 55310935 53519570 79755 39275 1599621 1551995 60921257 59791857 X 162616192 176739201 30373971 35771537 192990163 212510738 253911420 272302595 19051750 468825 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 11014738 466236 1797459 514546 12763887 8989288 2025450 267745 267745 11014738 8682351 306937 184507 184507 8989288 8662372 569682 -396543 153160 8682351 6523539 697683 1624359 183209 8662372 0.62058 0.37942 0 0 12825171 12825171 231503693 56174857 175328836 14745 13732 1013 14522281 12336130 2186151 15930626 12136585 3794041 194135212 GIFT ANNUITIES PAYABLE 877899 RIGHT OF USE LIABILITIES 674096 1551995 78335874 468825 3240830 3709655 74626219 29152012 29152012 103778231 60448386 516922 516922 59931464 24795017 24795017 84726481 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO USE ANNUAL INVESTMENT INCOME TO SUPPORT SCHOLARSHIPS AND PROGRAMS ACCORDING TO THE FUND'S DESIGNATED PURPOSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD FUNDRAISING EVENTS EXPENSES RELATED PARTY INVESTMENT INCOME PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES RELATED PARTY GRANT REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES COST OF GOODS SOLD RELATED PARTY INVESTMENT EXPENSE PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND ALLOWANCES PART III, LINE 4: THE UNIVERSITY HAS ASSEMBLED A COLLECTION OF RARE AND HISTORICAL RELIGIOUS AND PHILOSOPHICAL BOOKS AND MANUSCRIPTS WHICH ARE USED FOR SCHOLARLY RESEARCH BY BOTH UNDERGRADUATE AND GRADUATE STUDENTS. THESE COLLECTIONS ARE ALSO MADE AVAILABLE TO VISITING SCHOLARS AND RESEARCHERS. IN ADDITION TO ITS BOOKS AND MANUSCRIPT COLLECTION, THE UNIVERSITY ALSO OWNS A SMALL COLLECTION OF RELIGIOUS ART AND ARTIFACTS THAT ARE ON PUBLIC DISPLAY AND ARE USED TO FURTHER ITS MISSION AS A UNIVERSITY IN THE CATHOLIC TRADITION, BRINGING SOCIAL AND SPIRITUAL BENEFITS TO ITS STUDENTS AND STAFF. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THESE POLICIES ARE PUBLISHED IN CATALOGS DESCRIBING THE INSTITUTIONS COURSE OFFERINGS AND EMPLOYMENT ADVERTISEMENTS. CHANCELLOR'S GALA 303086 202786 100300 184191 SPRING STYLE SHOW 52062 40662 11400 3931 2 54340 34340 20000 25515 409488 277788 131700 213637 213637 -81937 1 GENERAL SCHOLARSHIP GRANTS ARE AWARDED TO QUALIFIED STUDENTS ATTENDING AVE MARIA UNIVERSITY. 1329 24795017 FMV AS SEMESTER CLASSES BEGIN PART I, LINE 2: THE OFFICES OF ADMISSIONS AND OF FINANCIAL AID DETERMINES A STUDENT'S ELIGIBILITY BASED ON THE FAMILY'S FINANCIAL STRENGTH, WHICH INCLUDES CONSIDERATION OF FAMILY INCOME AND ASSETS, NUMBER OF CHILDREN IN COLLEGE AND, IF APPROPRIATE, SPECIAL CIRCUMSTANCES. FINANCIAL AID WILL BE REVOKED WITHOUT ADEQUATE PROGRESS. X 0 0 X X X X 0 0 0 0 0 0 0 0 0 MARK MIDDENDORF PRESIDENT 361379 0 102000 0 43527 0 0 0 0 0 506906 0 0 0 PAUL HUSAK COO 245599 0 42000 0 45357 0 0 0 0 0 332956 0 0 0 DAN SCHRECK CSO 235185 0 40532 0 19290 0 0 0 0 0 295007 0 0 0 ROGER NUTT PROVOST 245255 0 2000 0 38862 0 0 0 0 0 286117 0 0 0 STEVE LOGAN CFO 180160 0 10570 0 57313 0 0 0 0 0 248043 0 0 0 EUGENE MUNIN VP FIN/GEN COUNSEL (THRU JUNE 2025) 205708 0 2000 0 33359 0 0 0 0 0 241067 0 0 0 PATRICK J O'CONNELL SENIOR DIRECTOR OF DEVELOPMENT 192440 0 2000 0 39867 0 0 0 0 0 234307 0 0 0 DAVID COSTANZO SR VP ADVANCEMENT (THRU FEB 2025) 179429 0 20000 0 30170 0 0 0 0 0 229599 0 0 0 DENNIS MCCARTHY DIRECTOR OF DIGITAL PLATFO 185122 0 8000 0 25449 0 0 0 0 0 218571 0 0 0 SUSAN W GALLAGHER CRO 170040 0 2000 0 25480 0 0 0 0 0 197520 0 0 0 PART I, LINE 1A THE UNIVERSITY PRESIDENT IS PROVIDED A HOUSING ALLOWANCE AS AN ORDINARY AND NECESSARY EXPENSE TO BE ACCESSIBLE AND AVAILABLE TO FACULTY, ADMINISTRATION, AND STUDENTS. A COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TBR6 2023-04-01 605000 REFUND OF PRIOR BOND ISSUE 0 0 0 B COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TBE5 2023-04-01 1750000 REFUND OF PRIOR BOND ISSUE 0 0 0 C COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TBF2 2023-04-01 1840000 REFUND OF PRIOR BOND ISSUE 0 0 0 D COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TBG0 2023-04-01 1930000 REFUND OF PRIOR BOND ISSUE 0 0 0 A 605000 1 0 1 1 B 1750000 1 0 1 1 C 1 0 1 1 D 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 C 1 0 0 0 0 0 D 1 0 0 0 0 0 A 0 B 0 C 0 D 0 A COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TBH8 2023-04-01 2025000 REFUND OF PRIOR BOND ISSUE 0 0 0 B COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TBJ4 2023-04-01 2130000 REFUND OF PRIOR BOND ISSUE 0 0 0 C COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TBK1 2023-04-01 2235000 REFUND OF PRIOR BOND ISSUE 0 0 0 D COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TBL9 2023-04-01 2360000 REFUND OF PRIOR BOND ISSUE 0 0 0 A 1 0 1 1 B 1 0 1 1 C 1 0 1 1 D 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 C 1 0 0 0 0 0 D 1 0 0 0 0 0 A 0 B 0 C 0 D 0 A COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TBM7 2023-04-01 2490000 REFUND OF PRIOR BOND ISSUE 0 0 0 B COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TBN5 2023-04-01 2625000 REFUND OF PRIOR BOND ISSUE 0 0 0 C COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TBP0 2023-04-01 15375000 REFUND OF PRIOR BOND ISSUE 0 0 0 D COLLIER CNTY EDUCATIONAL FACILITIES AUTHORITY 650915682 19463TBQ8 2023-04-01 19765000 REFUND OF PRIOR BOND ISSUE 0 0 0 A 1 0 1 1 B 1 0 1 1 C 1 0 1 1 D 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 C 1 0 0 0 0 0 D 1 0 0 0 0 0 A 0 B 0 C 0 D 0 AVE MARIA DEVELOPMENT THOMAS S. MONAGHAN IS AN OFFICER AND TRUSTEE OF AMU AND A 50% OWNER OF AMD 94893 AMU MAKES PAYMENTS TO AMD FOR RENTED SPACE FOR THE CAMPUS STORE AND INNOVATION CENTER. 0 X 14 3248333 FMV AT TIME OF GIFT 0 1 0 FORM 990, PAGE 2, PART III, LINE 1 FOUNDED IN FIDELITY TO CHRIST AND HIS CHURCH IN RESPONSE TO THE CALL OF VATICAN II FOR GREATER LAY WITNESS IN CONTEMPORARY SOCIETY, AVE MARIA UNIVERSITY EXISTS TO FURTHER TEACHING, RESEARCH, AND LEARNING AT THE UNDERGRADUATE AND GRADUATE LEVELS IN THE ABIDING TRADITION OF CATHOLIC THOUGHT IN BOTH NATIONAL AND INTERNATIONAL SETTINGS. THE UNIVERSITY TAKES AS ITS MISSION THE SPONSORSHIP OF A LIBERAL ARTS EDUCATION CURRICULUM DEDICATED, AS ARTICULATED IN THE APOSTOLIC CONSTITUTION EX CORDE ECCLESIAE, TO THE ADVANCEMENT OF HUMAN CULTURE, THE PROMOTION OF DIALOGUE BETWEEN FAITH AND REASON, THE FORMATION OF MEN AND WOMEN IN THE INTELLECTUAL AND MORAL VIRTUES OF THE CATHOLIC FAITH, AND TO THE DEVELOPMENT OF PROFESSIONAL AND PRE-PROFESSIONAL PROGRAMS IN RESPONSE TO LOCAL AND SOCIETAL NEEDS. AS AN INSTITUTION COMMITTED TO CATHOLIC PRINCIPLES, THE UNIVERSITY RECOGNIZES THE IMPORTANCE OF CREATING AND MAINTAINING AN ENVIRONMENT IN WHICH FAITH INFORMS THE LIFE OF THE COMMUNITY AND TAKES EXPRESSION IN ALL ITS PROGRAMS. THE UNIVERSITY RECOGNIZES THE CENTRAL AND INDISPENSABLE ROLE OF THE ORDINARY OF THE DIOCESE OF VENICE IN PROMOTING AND ASSISTING IN THE PRESERVATION AND STRENGTHENING OF THE UNIVERSITY'S CATHOLIC IDENTITY. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD BYLAWS ALLOW THE BOARD TO CONFER "TRUSTEE EMERITUS" STATUS ON ANY BOARD MEMBER WHO HAS SERVED FOR 8 YEARS AND HAS REACHED THE AGE OF 65. THEY ARE ALLOWED TO ATTEND MEETINGS AND PARTICIPATE IN DISCUSSIONS BUT NOT VOTE. FORM 990, PART VI, SECTION A, LINE 8B SOME, BUT NOT ALL COMMITTEES OF THE BOARD TAKE AND RETAIN MINUTES. HOWEVER, NOTES ARE TAKEN FOR THE PLENARY MEETINGS OF THE BOARD AND ALL MOTIONS AND PASSED RESOLUTIONS ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE CFO OF THE UNIVERSITY REVIEWS THE FORM 990 PRIOR TO SIGNING. THE RETURN IS ALSO MADE AVAILABLE TO ANY BOARD MEMBER, IF THEY REQUEST IT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE DIRECTED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED WHERE THE RESPONSIBLE PERSON BELIEVES THERE COULD BE AN ACTUAL OR APPARENT CONFLICT OF INTEREST. RESPONSIBLE PERSON SHALL SUPPLEMENT THE STATEMENT WHENEVER NECESSARY TO KEEP THE ORGANIZATION INFORMED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES REVIEWED AND APPROVED THE COMPENSATION AND DECISION MAKING PROCESS WHEN DETERMINING THE COMPENSATION FOR ITS PRESIDENT. THE SALARY WAS COMPARED TO OTHER PRESIDENTS OF PEER UNIVERSITIES USING THE CHRONICLE FOR HIGHER EDUCATION DATABASE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRED TO BE AVAILABLE TO THE PUBLIC MAY BE REVIEWED DURING NORMAL WORKING HOURS AT THE AVE MARIA UNIVERSITY ADMINISTRATIVE OFFICE IN AVE MARIA FLORIDA BY APPOINTMENT. AVE MARIA UNIVERSITY LAND TRUST 5050 AVE MARIA BLVD AVE MARIA FL 34142 200154974 SUPPORTING ORGANIZATION TO AVE MARIA UNIVERSITY FL 501(C)(3) 509(A)(3) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AVE MARIA UNIVERSITY LAND TRUST INC C 4356995 FMV