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Nonprofiteer
← NATIONAL-LOUIS UNIVERSITY

Form 990 for tax year 2023

Filed by NATIONAL-LOUIS UNIVERSITY.

Totals

Total revenue
$146,280,572
Total expenses
$129,947,897
Contributions and grants received
$21,570,341
Grants paid
$11,227,104
Program services expenses (Part IX)
$117,298,513
Management and general expenses
$11,004,220
Fundraising expenses
$1,645,164
Program service expenses (Part III)
$117,298,513

Program services were 90.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANDREA SAENZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRUCE HAMPTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CELENA SARILLO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CORNELIUS GRIGGS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • IAN G ROSS

    TRUSTEE, VICE CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    4

  • J MICHAEL LOCKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JACK D FURST

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES A FLOYD JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JUAN C AVILA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JULIE CHAVEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JUSTIN T MARQUARDT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LOUISE L PERRIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE L COLLINS

    TRUSTEE, CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    4

  • OLIVER R MERRILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PENNY BROWN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PETER A KADENS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PETER B CHERECWICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THOMAS J FORMOLO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DIANE TRAUSCH

    SEC. AND DIR. OF BOARD RELATIONS

    Total calculated
    $126,501
    From this org
    $97,949
    From related orgs
    $0
    Other
    $28,552
    Hours/week
    50

  • EDDIE PHILLIPS

    PROVOST

    Total calculated
    $294,371
    From this org
    $250,703
    From related orgs
    $0
    Other
    $43,668
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $227,018
    Bonus
    $23,625
    Other
    $60
    Deferred
    $14,063
    Nontaxable benefits
    $29,605
    Filer's total
    $294,371

  • MARTY MICKEY

    TREASURER AND VP, FINANCE

    Total calculated
    $263,446
    From this org
    $209,357
    From related orgs
    $0
    Other
    $54,089
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $188,521
    Bonus
    $20,440
    Other
    $396
    Deferred
    $12,167
    Nontaxable benefits
    $41,922
    Filer's total
    $263,446

  • NIVINE MEGAHED

    PRESIDENT

    Total calculated
    $751,326
    From this org
    $606,312
    From related orgs
    $0
    Other
    $145,014
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $503,207
    Bonus
    $100,000
    Other
    $3,105
    Deferred
    $119,450
    Nontaxable benefits
    $25,564
    Filer's total
    $751,326

  • CAROLYN THEARD-GRIGGS

    DEAN OF NCE

    Total calculated
    $227,938
    From this org
    $198,070
    From related orgs
    $0
    Other
    $29,868
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $169,478
    Bonus
    $18,200
    Other
    $10,392
    Deferred
    $1,213
    Nontaxable benefits
    $28,655
    Filer's total
    $227,938

  • CHRISTOPHER CHANTSON

    VP, INSTITUTIONAL ADVANCEMENT

    Total calculated
    $218,601
    From this org
    $198,230
    From related orgs
    $0
    Other
    $20,371
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $179,852
    Bonus
    $18,288
    Other
    $90
    Deferred
    $10,894
    Nontaxable benefits
    $9,477
    Filer's total
    $218,601

  • MICHAEL GRAHAM

    VP, CHIEF INFORMATION OFFICER

    Total calculated
    $242,744
    From this org
    $207,974
    From related orgs
    $0
    Other
    $34,770
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $186,422
    Bonus
    $19,965
    Other
    $1,587
    Deferred
    $11,371
    Nontaxable benefits
    $23,399
    Filer's total
    $242,744

  • RICHARD YACONIS

    VP. ENROLLMENT AND MARKETING

    Total calculated
    $256,048
    From this org
    $222,896
    From related orgs
    $0
    Other
    $33,152
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $201,590
    Bonus
    $20,910
    Other
    $396
    Deferred
    $12,456
    Nontaxable benefits
    $20,696
    Filer's total
    $256,048

  • THOMAS BERGMANN

    VP, HUMAN RESOURCES

    Total calculated
    $231,276
    From this org
    $209,107
    From related orgs
    $0
    Other
    $22,169
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $189,565
    Bonus
    $19,284
    Other
    $258
    Deferred
    $11,496
    Nontaxable benefits
    $10,673
    Filer's total
    $231,276

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Health or social club dues or initiation fees
THE UNIVERSITY HAS A MEMBERSHIP IN A LOCAL SOCIAL CLUB THAT IS IN THE PRESIDENT'S NAME WHICH IS FOR THE PURPOSE OF HELPING PROMOTE AND CONDUCT BUSINESS ON BEHALF OF THE UNIVERSITY. THE SOCIAL CLUB MEMBERSHIP IS USED 100 PERCENT FOR BUSINESS AND THE PRESIDENT USES THE ACCOUNTABLE PLAN RULES FOR DOCUMENTING THE BUSINESS USE.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE UNIVERSITY CURRENTLY HAS A 457(F) DEFERRED COMPENSATION PLAN IN PLACE WITH THE UNIVERSITY'S PRESIDENT WHEREBY THE UNIVERSITY MAKES AN ANNUAL CONTRIBUTION INTO THE PLAN WHERE THE FUNDS ARE INVESTED IN ACCORDANCE WITH THE PLAN GUIDELINES. FOR CALENDAR YEAR 2023, THE UNIVERSITY CONTRIBUTED $100,000 INTO THE PLAN. $100,000 OF DEFERRED COMPENSATION IS REPORTED IN SCHEDULE J PART II COLUMN C. THE PLAN CURRENTLY PROVIDES THAT IF THE UNIVERSITY PRESIDENT REMAINS EMPLOYED BY THE UNIVERSITY FOR THREE YEARS AND ACHIEVES CERTAIN OBJECTIVES, THE BALANCE IN THE PLAN AT THE END OF SUCH THREE-YEAR PERIOD VESTS AND IS PAID TO THE UNIVERSITY PRESIDENT AT THAT TIME. THERE WERE NO DISTRIBUTIONS FROM THE PLAN IN THE FISCAL YEAR ENDED 6/30/24.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
25 March 2025
IRS schema version
2023v6.0
Source object
202530849349300888

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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