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Nonprofiteer
← UNIVERSITY OF ST FRANCIS

Form 990 for tax year 2023

Filed by UNIVERSITY OF ST FRANCIS.

Totals

Total revenue
$67,809,926
Total expenses
$70,297,473
Contributions and grants received
$4,974,638
Grants paid
$22,476,408
Program service revenue
$59,612,155
Investment income
$2,921,310
Other revenue
$301,823
Total assets, end of year
$99,048,333
Total liabilities, end of year
$40,130,292
Net assets or fund balances, end of year
$58,918,041
Program services expenses (Part IX)
$59,276,136
Management and general expenses
$10,175,310
Fundraising expenses
$846,027
Program service expenses (Part III)
$59,276,136

Program services were 84.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $301,391

  • 1e · Government grants (contributions)

    $2,522,431

  • 1f · All other contributions, gifts and grants

    $2,150,816

  • 1g · Noncash contributions included above

    $784,467

  • 2a · Program service revenue: TUITION AND FEES

    total $55,506,390 · related or exempt $55,506,390

  • 2b · Program service revenue: STUDENT HOUSING AND AUXILIARY ENT

    total $4,105,765 · related or exempt $4,105,765

  • 3 · Investment income

    total $1,373,499 · excluded $1,373,499

  • 7a · Gross sales of assets other than inventory

    securities $48,585,977

  • 7b · Less cost or other basis and sales expenses

    securities $47,038,166

  • 7c · Gain or loss

    securities $1,547,811

  • 7d · Net gain or loss

    total $1,547,811 · excluded $1,547,811

  • 8a · Fundraising events: gross income

    $217,652

  • 8a · Fundraising events: contributions included on line 1c

    $301,391

  • 8b · Fundraising events: direct expenses

    $248,480

  • 8c · Net income from fundraising events

    total -$30,828 · excluded -$30,828

  • 11d · All other revenue

    total $332,651 · excluded $332,651

  • 11e · Other revenue, total

    $332,651

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $200,000 · program services $200,000

  • 2 · Grants to domestic individuals

    total $22,276,408 · program services $22,276,408

  • 5 · Compensation of officers, directors and key employees

    total $1,315,063 · management and general $1,176,897 · fundraising $138,166

  • 7 · Other salaries and wages

    total $20,466,352 · program services $18,019,825 · management and general $2,137,763 · fundraising $308,764

  • 8 · Pension plan contributions

    total $1,109,424 · program services $918,154 · management and general $174,320 · fundraising $16,950

  • 9 · Other employee benefits

    total $4,230,375 · program services $2,877,272 · management and general $1,294,906 · fundraising $58,197

  • 10 · Payroll taxes

    total $1,540,013 · program services $1,290,878 · management and general $221,602 · fundraising $27,533

  • 11b · Fees: legal

    total $73,708 · management and general $38,459 · fundraising $35,249

  • 11c · Fees: accounting

    total $117,667 · management and general $117,667

  • 11e · Fees: professional fundraising services

    total $104,700 · fundraising $104,700

  • 11f · Fees: investment management

    total $134,274 · management and general $134,274

  • 11g · Fees: other

    total $3,907,155 · program services $2,760,105 · management and general $1,106,761 · fundraising $40,289

  • 12 · Advertising and promotion

    total $208,876 · program services $18,547 · management and general $190,329

  • 13 · Office expenses

    total $1,023,670 · program services $754,169 · management and general $260,835 · fundraising $8,666

  • 14 · Information technology

    total $881,950 · program services $71,658 · management and general $810,275 · fundraising $17

  • 16 · Occupancy

    total $2,802,109 · program services $2,282,542 · management and general $481,743 · fundraising $37,824

  • 17 · Travel

    total $485,441 · program services $466,226 · management and general $15,956 · fundraising $3,259

  • 19 · Conferences, conventions and meetings

    total $84,287 · program services $76,382 · management and general $7,083 · fundraising $822

  • 20 · Interest

    total $473,261 · program services $417,779 · management and general $54,495 · fundraising $987

  • 22 · Depreciation, depletion and amortization

    total $4,189,098 · program services $3,695,413 · management and general $484,905 · fundraising $8,780

  • 23 · Insurance

    total $655,162 · program services $179,354 · management and general $475,808

  • 24a · Other expenses: FOOD EXPENSES

    total $1,503,533 · program services $1,442,951 · management and general $60,582

  • 24b · Other expenses: MISC

    total $1,302,378 · program services $1,088,039 · management and general $214,339

  • 24c · Other expenses: FEES

    total $361,111 · program services $94,095 · management and general $247,501 · fundraising $19,515

  • 24d · Other expenses: BAD DEBT

    total $331,343 · management and general $331,343

  • 24e · All other expenses

    total $520,115 · program services $346,339 · management and general $137,467 · fundraising $36,309

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $570 · end of year $570

  • 2 · Savings and temporary cash investments

    beginning of year $2,633,299 · end of year $3,446,072

  • 3 · Pledges and grants receivable

    beginning of year $2,060,106 · end of year $248,706

  • 4 · Accounts receivable

    beginning of year $1,847,283 · end of year $2,009,747

  • 7 · Other notes and loans receivable

    beginning of year $355,603 · end of year $220,164

  • 9 · Prepaid expenses and deferred charges

    beginning of year $502,087 · end of year $378,159

  • 10a · Land, buildings and equipment: cost or other basis

    $112,189,665

  • 10b · Land, buildings and equipment: accumulated depreciation

    $63,688,126

  • 10c · Land, buildings and equipment, net

    beginning of year $50,326,801 · end of year $48,501,539

  • 11 · Investments: publicly traded securities

    beginning of year $35,793,625 · end of year $35,056,639

  • 15 · Other assets

    beginning of year $8,310,304 · end of year $9,186,737

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,495,154 · end of year $2,727,813

  • 19 · Deferred revenue

    beginning of year $2,748,701 · end of year $2,351,098

  • 20 · Tax-exempt bond liabilities

    beginning of year $31,447,899 · end of year $30,013,889

  • 25 · Other liabilities

    beginning of year $4,241,802 · end of year $5,037,492

  • 27 · Net assets without donor restrictions

    beginning of year $37,479,617 · end of year $35,660,875

  • 28 · Net assets with donor restrictions

    beginning of year $22,416,505 · end of year $23,257,166

Mission and programs · 2023

Mission

AS A CATHOLIC UNIVERSITY ROOTED IN THE LIBERAL ARTS, WE ARE A WELCOMING COMMUNITY OF LEARNERS CHALLENGED BY FRANCISCAN VALUES AND CHARISM, ENGAGED IN A CONTINUOUS PURSUIT OF KNOWLEDGE, FAITH, WISDOM, AND JUSTICE, AND EVER MINDFUL OF A TRADITION THAT EMPHASIZES REVERENCE FOR CREATION, COMPASSION AND PEACEMAKING. WE STRIVE FOR ACADEMIC EXCELLENCE IN ALL PROGRAMS, PREPARING WOMEN AND MEN TO CONTRIBUTE TO THE WORLD THROUGH SERVICE AND LEADERSHIP.

Activities or mission (Part I)

HIGHER LEARNING INSTITUTION (POST SECONDARY EDUCATION)

  • INSTRUCTION AND FINANCIAL AIDTHE CATHOLIC, FRANCISCAN UNIVERSITY OFFERS 52 BACCALAUREATE PROGRAMS, INCLUDING 4 ADULT UNDERGRADUATE MAJORS, 18 MASTER'S LEVEL PROGRAMS (ONSITE AND ONLINE CLASSES), 10 SUB-BACCALAUREATE CERTIFICATE PROGRAMS, 16 POST-BACCALAUREATE CERTIFICATE PROGRAMS, 5 POST-MASTERS CERTIFICATE PROGRAMS AND 2 DOCTORAL PROGRAMS. IN FISCAL YEAR 2024, THE UNIVERSITY SERVED 1,306 UNDERGRADUATE AND 1,879 POST-BACCALAUREATE STUDENTS. IN ADDITION, 98% OF TRADITIONAL UNDERGRADUATE STUDENTS AND 100% OF INCOMING FRESHMEN RECEIVED SOME FORM OF FINANCIAL AID.

    Expenses $38,554,814 · Grants $22,476,408 · Revenue $55,506,390

  • STUDENT SERVICESSTUDENT SERVICES INCLUDE ADMISSIONS, WELCOME CENTER, FINANCIAL AID ADMINISTRATION, REGISTRAR, ATHLETICS, STUDENT ENGAGEMENT & LEADERSHIP, ORIENTATION, GRADUATION, CAREER SUCCESS CENTER, HEALTH & WELLNESS AND PERSONAL COUNSELING SERVICES, SUPPORT FOR STUDENTS WITH DISABILITIES, INSTITUTIONAL DIVERSITY, AND UNIVERSITY MINISTRY. IN FISCAL YEAR 2024, 413 STUDENT ATHLETES PARTICIPATED IN BASEBALL, BASKETBALL, BOWLING, CROSS COUNTRY, FOOTBALL, DANCE, GOLF, SOCCER, SOFTBALL, TENNIS, TRACK & FIELD, AND VOLLEYBALL.

    Expenses $9,328,331

  • ACADEMIC SUPPORTLIBRARY RESOURCES AND SERVICES, ACADEMIC RESOURCE CENTER, INSTITUTIONAL RESEARCH, STUDENT COMPUTER LABS, AND ACADEMIC TECHNOLOGY, AND DEANS OF EACH OF THE UNIVERSITY'S FOUR COLLEGES ARE INCLUDED IN THIS CATEGORY. THE LIBRARY'S COLLECTION INCLUDED 49,447 BOOKS AND OTHER PAPER DOCUMENTS, 4,847 SERIALS, AND 3,221 AUDIOVISUAL MATERIALS. CONSISTENT WITH THE INDUSTRY, THE UNIVERSITY'S RESOURCES CONTINUE TO MOVE AWAY FROM PRINTED MATERIALS AND TOWARD ELECTRONIC RESOURCES AND SUBSCRIPTIONS. THE RESOURCES AT THE LIBRARY ASSIST STUDENTS IN ALL METHODS OF RESEARCH.

    Expenses $7,228,033

  • AUXILIARY ENTERPRISESRESIDENCE EDUCATION, STUDENT HOUSING, FOOD SERVICES, THE BOOKSTORE, AND CONFERENCING SERVICES ARE INCLUDED IN AUXILIARY SERVICES. 295 STUDENTS FILLED STUDENT HOUSING TO 71% CAPACITY IN 2024. THE UNIVERSITY IS FOCUSED ON SAFETY, LEARNING AND COMMUNITY BUILDING AMONG THE STUDENTS INCLUDING A SAFETY AWARENESS WEEK AND A MENTAL HEALTH AWARENESS WEEK WITHIN THE FIRST WEEK OF THE SEMESTER. FOOD SERVICES ARE PROVIDED TO STUDENTS, FACULTY AND STAFF 16 HOURS PER DAY.

    Expenses $4,164,958 · Revenue $4,105,765

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JOSEPH MALLOF

    CHAIRPERSON OF THE BOARD

    Total calculated
    $0
    Hours/week
    4

  • CHERYL MCCARTHY

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    4

  • RACHAEL BARTOLINI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • SR JEANNE BESSETTE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • MICHAEL BILY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • SR SUE BRUNO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • MICHAEL BRYANT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • IMAN ELLIS-BOWEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • TANISHA CANNON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • ROBERT ERICKSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • JASON FISKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • SHANE GREEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • DIANE HABIGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • STEVEN HERNANDEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • SCOTT HOLDMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • APRIL KUBINKSKI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • REV JAMES LEWIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • SR ROBERTA NAEGELE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • VICTOR PATTERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • JOHN PRZYBYLA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • CANDICE ROSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • BRIAN SHARP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • KATIE SULLIVAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • DAN VOGEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • CHRIS WARD II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • PATRICIA WHEELER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • JULEE GARD

    TREASURER AND VP OF ADMIN & FINANCE

    Total calculated
    $220,641
    From this org
    $206,719
    From related orgs
    $0
    Other
    $13,922
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $206,167
    Bonus
    $0
    Other
    $552
    Deferred
    $13,922
    Nontaxable benefits
    $0
    Filer's total
    $220,641

  • ARVID JOHNSON

    SECRETARY & UNIVERSITY PRESIDENT

    Total calculated
    $680,013
    From this org
    $623,682
    From related orgs
    $0
    Other
    $56,331
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $403,986
    Bonus
    $0
    Other
    $219,696
    Deferred
    $41,875
    Nontaxable benefits
    $14,456
    Filer's total
    $680,013

  • TERRANCE COTTRELL

    VP FOR IT & PLANNING

    Total calculated
    $195,602
    From this org
    $179,234
    From related orgs
    $0
    Other
    $16,368
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $178,883
    Bonus
    $0
    Other
    $351
    Deferred
    $16,368
    Nontaxable benefits
    $0
    Filer's total
    $195,602

  • BETH ROTH

    PROVOST & VP FOR ACADEMIC AFFAIRS

    Total calculated
    $193,268
    From this org
    $169,860
    From related orgs
    $0
    Other
    $23,408
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $168,828
    Bonus
    $0
    Other
    $1,032
    Deferred
    $8,952
    Nontaxable benefits
    $14,456
    Filer's total
    $193,268

  • SHANNON BROWN

    DEAN OF COBHA

    Total calculated
    $194,560
    From this org
    $163,439
    From related orgs
    $0
    Other
    $31,121
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $162,653
    Bonus
    $0
    Other
    $786
    Deferred
    $10,789
    Nontaxable benefits
    $20,332
    Filer's total
    $194,560

  • JOHN GAMBRO

    DEAN OF COLLEGE OF EDUCATION

    Total calculated
    $183,039
    From this org
    $154,610
    From related orgs
    $0
    Other
    $28,429
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $153,161
    Bonus
    $0
    Other
    $1,449
    Deferred
    $15,530
    Nontaxable benefits
    $12,899
    Filer's total
    $183,039

  • LISA WHITE-MCNULTY

    RETIRED FACULTY

    Total calculated
    $184,986
    From this org
    $170,766
    From related orgs
    $0
    Other
    $14,220
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $170,339
    Bonus
    $0
    Other
    $427
    Deferred
    $5,656
    Nontaxable benefits
    $8,564
    Filer's total
    $184,986

  • BONNIE COVELLI

    ASSOCIATE PROFESSOR TENURE

    Total calculated
    $184,890
    From this org
    $155,083
    From related orgs
    $0
    Other
    $29,807
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $154,937
    Bonus
    $0
    Other
    $146
    Deferred
    $8,709
    Nontaxable benefits
    $21,098
    Filer's total
    $184,890

  • YEIJIN YEOM

    DEAN OF COLLEGE OF NURSING

    Total calculated
    $197,630
    From this org
    $169,890
    From related orgs
    $0
    Other
    $27,740
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $169,580
    Bonus
    $0
    Other
    $310
    Deferred
    $7,408
    Nontaxable benefits
    $20,332
    Filer's total
    $197,630

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, and on a Form 990-PF Part VIII's — 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

  • 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

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
11 October 2024
IRS schema version
2023v5.1
Source object
202442859349301719

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