Form 990 for tax year 2022

Filed by MARIAN UNIVERSITY.

Totals

Total revenue: $175,718,071
Total expenses: $173,371,841
Contributions and grants received: $31,907,253
Grants paid: $39,094,194
Program service revenue: $143,487,762
Investment income: $956,213
Other revenue: -$633,157
Total assets, end of year: $333,685,752
Total liabilities, end of year: $152,347,492
Net assets or fund balances, end of year: $181,338,260
Program services expenses (Part IX): $152,273,516
Management and general expenses: $18,201,208
Fundraising expenses: $2,897,117
Program service expenses (Part III): $152,273,516

Program services were 87.8% 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

$1,307,880
1d · Related organizations

$43,287
1e · Government grants (contributions)

$12,174,382
1f · All other contributions, gifts and grants

$18,381,704
1g · Noncash contributions included above

$1,706,998
2a · Program service revenue: TUITION & FEES

total $125,108,012 · related or exempt $125,108,012
2b · Program service revenue: ROOM & BOARD

total $13,762,944 · related or exempt $13,762,944
2c · Program service revenue: BOOK STORE

total $154,735 · related or exempt $154,735
2d · Program service revenue: OTHER INCOME

total $4,462,071 · related or exempt $4,462,071
3 · Investment income

total $3,904,784 · unrelated business $276 · excluded $3,904,508
4 · Income from investment of tax-exempt bond proceeds

total $0
5 · Royalties

total $0
6a · Gross rents

real property $175,478
6b · Less rental expenses

real property $277,238
6c · Rental income or loss

real property -$101,760 · personal property $0
6d · Net rental income or loss

total -$101,760 · excluded -$101,760
7a · Gross sales of assets other than inventory

securities $34,916,236 · other assets $3,214
7b · Less cost or other basis and sales expenses

securities $37,868,021 · other assets $0
7c · Gain or loss

securities -$2,951,785 · other assets $3,214
7d · Net gain or loss

total -$2,948,571 · excluded -$2,948,571
8a · Fundraising events: gross income

$78,493
8a · Fundraising events: contributions included on line 1c

$1,307,880
8b · Fundraising events: direct expenses

$710,783
8c · Net income from fundraising events

total -$632,290 · excluded -$632,290
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0
10a · Gross sales of inventory

$0
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $0
11a · Other revenue: CYCLING CENTER & CYCLOPLEX

total $100,893 · unrelated business $100,893
11e · Other revenue, total

$100,893

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0
2 · Grants to domestic individuals

total $39,094,194 · program services $39,094,194
3 · Grants to foreign organizations and individuals

total $0
4 · Benefits paid to or for members

total $0
5 · Compensation of officers, directors and key employees

total $4,145,315 · program services $1,562,762 · management and general $2,390,233 · fundraising $192,320
6 · Compensation of disqualified persons

total $0
7 · Other salaries and wages

total $47,380,792 · program services $40,943,547 · management and general $5,362,950 · fundraising $1,074,295
8 · Pension plan contributions

total $1,951,198 · program services $1,609,635 · management and general $293,599 · fundraising $47,964
9 · Other employee benefits

total $8,279,792 · program services $6,830,390 · management and general $1,245,868 · fundraising $203,534
10 · Payroll taxes

total $3,495,166 · program services $2,883,327 · management and general $525,921 · fundraising $85,918
11a · Fees: management

total $0
11b · Fees: legal

total $317,942 · management and general $317,942
11c · Fees: accounting

total $127,296 · management and general $127,296
11d · Fees: lobbying

total $54,185 · management and general $54,185
11e · Fees: professional fundraising services

total $0
11f · Fees: investment management

total $277,914 · program services $229,265 · management and general $41,818 · fundraising $6,831
11g · Fees: other

total $11,503,630 · program services $9,516,284 · management and general $1,703,777 · fundraising $283,569
12 · Advertising and promotion

total $2,749,679 · program services $2,268,339 · management and general $413,747 · fundraising $67,593
13 · Office expenses

total $445,785 · program services $367,749 · management and general $67,078 · fundraising $10,958
14 · Information technology

total $2,170,167 · program services $1,790,273 · management and general $326,547 · fundraising $53,347
15 · Royalties

total $0
16 · Occupancy

total $10,581,751 · program services $8,729,384 · management and general $1,592,246 · fundraising $260,121
17 · Travel

total $937,550 · program services $773,429 · management and general $141,074 · fundraising $23,047
18 · Travel or entertainment for public officials

total $0
19 · Conferences, conventions and meetings

total $1,267,273 · program services $1,045,433 · management and general $190,688 · fundraising $31,152
20 · Interest

total $3,113,536 · program services $2,568,502 · management and general $468,497 · fundraising $76,537
21 · Payments to affiliates

total $0
22 · Depreciation, depletion and amortization

total $9,638,775 · program services $7,951,479 · management and general $1,450,356 · fundraising $236,940
23 · Insurance

total $1,462,997 · program services $1,206,895 · management and general $220,139 · fundraising $35,963
24a · Other expenses: LICENSE FEES & COURSE WORK

total $10,848,859 · program services $10,848,859
24b · Other expenses: MEAL PLAN COSTS

total $5,106,153 · program services $5,106,153
24c · Other expenses: ATHLETIC COMPETITION

total $3,241,270 · program services $2,673,876 · management and general $487,717 · fundraising $79,677
24d · Other expenses: PROGRAM SUPPLIES & RESOURCES

total $2,456,663 · program services $2,026,617 · management and general $369,656 · fundraising $60,390
24e · All other expenses

total $2,723,959 · program services $2,247,124 · management and general $409,874 · fundraising $66,961

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $17,495 · end of year $44,548
2 · Savings and temporary cash investments

beginning of year $11,653,194 · end of year $5,050,000
3 · Pledges and grants receivable

beginning of year $16,823,940 · end of year $16,399,824
4 · Accounts receivable

beginning of year $1,816,970 · end of year $2,020,686
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $922,448 · end of year $1,795,521
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $3,144,341 · end of year $2,112,695
10a · Land, buildings and equipment: cost or other basis

$288,870,042
10b · Land, buildings and equipment: accumulated depreciation

$109,109,586
10c · Land, buildings and equipment, net

beginning of year $162,460,234 · end of year $179,760,456
11 · Investments: publicly traded securities

beginning of year $103,575,698 · end of year $102,298,640
12 · Investments: other securities

beginning of year $20,211,755 · end of year $22,778,053
13 · Investments: program-related

beginning of year $577,095 · end of year $965,706
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $435,556 · end of year $459,623
17 · Accounts payable and accrued expenses

beginning of year $19,069,273 · end of year $12,496,788
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $14,599,911 · end of year $13,719,865
20 · Tax-exempt bond liabilities

beginning of year $17,065,257 · end of year $16,654,817
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $95,754,505 · end of year $102,489,392
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $6,831,527 · end of year $6,986,630
27 · Net assets without donor restrictions

beginning of year $115,045,458 · end of year $140,491,790
28 · Net assets with donor restrictions

beginning of year $53,272,795 · end of year $40,846,470

Mission and programs · 2022

Mission

VISION TO PROVIDE AN EDUCATION DISTINGUISHED IN ITS ABILITY TO PREPARE TRANSFORMATIVE LEADERS FOR SERVICE TO THE WORLD. MISSION TO BE A GREAT CATHOLIC UNIVERSITY DEDICATED TO ACHIEVING EXCELLENCE IN LEARNING, WHICH IS ACHIEVED THROUGH TEACHING, RESEARCH, AND SCHOLARLY ACTIVITIES IN THE FRANCISCAN AND LIBERAL ARTS TRADITION. VALUES TO REFLECT PRAYERFULLY ON THE GOSPELS TO DETERMINE THE WAYS WE CAN ADVANCE THE DIGNITY OF THE INDIVIDUAL, PEACE AND JUSTICE, RECONCILIATION, AND RESPONSIBLE STEWARDSHIP. THE MARIAN UNIVERSITY PROMISE MARIAN UNIVERSITY STUDENTS WILL BE EXCEPTIONALLY WELL PREPARED FOR A GOOD LIFE AND PROFESSIONAL PURSUITS THROUGH: AN EDUCATION ILLUMINED BY THE LIGHT OF FAITH AND GROUNDED IN VALUES AND ETHICS; CHALLENGING ACADEMIC PROGRAMS SUPPORTED BY A VIBRANT AND CARING COMMUNITY THAT GUIDES STUDENTS IN ACHIEVING EXCELLENCE; INNOVATIVE, ACTIVE, AND ENGAGED APPROACH TO LEARNING ON CAMPUS AND BEYOND; AND, LEADERSHIP EDUCATION THAT PREPARES A TRUSTWORTHY, HEALTHY, INQUISITIVE, A

Activities or mission (Part I)

TO BE A GREAT CATHOLIC UNIVERSITY DEDICATED TO EXCELLENCE IN LEARNING, ACHIEVED BY TEACHING, RESEARCH, & SCHOLARLY ACTIVITIES IN FRANCISISCAN & LIBERAL ARTS TRADITION.

MARIAN UNIVERSITY SERVED 3,965 STUDENTS AS MEASURED FALL, 2022. THIS WAS COMPRISED OF 2,871 UNDERGRADUATE, 289 GRADUATE AND 781 DOCTORAL AND 24 CERTIFICATION STUDENTS. INCLUDED IN THESE DEMOGRAPHICS ARE TRADITIONAL FULL AND PART-TIME UNDERGRADUATES, ACCELERATED ON-LINE ADULT PROGRAMS, ACCELERATED 2ND DEGREE NURSING, MEDICAL AND OTHER DOCTORAL AND GRADUATE STUDENTS. MARIAN OFFERS 47 UNDERGRADUATE DEGREES. THE TOP 10 PROGRAMS IN TERMS OF NUMBER OF MAJORS ARE: NURSING, MANAGEMENT, BIOLOGY, EXCERCISE SCIENCE, MARKETING, BUSINESS, FINANCE, ELEMENTARY EDUCATION, LIBERAL ARTS AND SECONDARY EDUCATION. GRADUATE PROGRAMS CURRENTLY OFFERED ARE: BIIOMEDICAL SCIENCES, CLINICAL EXCERCISE PHYSIOLOGY, COUNSELING, EDUCATION LEADERSHIP, LEADERSHIP PRACTICE, SPECIAL EDUCATION, AND PHYSIOLOGY OF EXCERCISE. DOCTORAL PROGRAMS CURRENTLY OFFERRED ARE DOCTOR OF OSTEOPATHIC MEDICINE, FAMILY NURSE PRACTITIONER, NURSE ANESTHESIA AND ORGANIZATIONAL LEADERSHIP. DEMOGRAPHIC INFORMATION REGARDING THE MARIAN STUDENT POPULATION IS AS FOLLOWS: MALE 37.3% AND FEMALE 62.5% AND OTHER .2%. IPEDS RACE/ETHNICITY: WHITE - 57.4%, BLACK OR AFRICAN AMERICAN - 13.7%, HISPANIC/LATINO - 10.3%, TWO OR MORE RACES - 4.8%, ASIAN - 4.4% AND ALL OTHERS - 9.4%. RELIGION: CHRISTIAN, ROMAN CATHOLIC - 43.0%, CHRISTIAN - OTHER - 44.6%, OTHER OR NO RELIGION, 12.4%. THE COLLEGE OF OSTEOPATHIC MEDICINE IS THE ONLY COLLEGE OF OSTEOPATHIC MEDICINE IN THE STATE OF INDIANA AND THE 2ND MEDICAL SCHOOL (ALONG WITH INDIANA UNIVERSITY MEDICAL SCHOOL). THE UNIVERSITY GRADUATED ITS FIRST CLASS IN SPRING 2017. THE PRIMARY GOAL IS TO PLACE PHYSICIANS IN INDIANA AND THE NEIGHBORING STATES. PLACEMENT DEMOGRAPHICS FOR THE CLASS OF 2023 INCLUDES: 100% PLACEMENT RATE, 65% IN PRIMARY CARE WITH 76% IN PHYSICIAN SHORTAGE AREAS. 70% OF GRADUATES MATCHED IN INDIANA AND SURROUNDING STATES, WITH A TOTAL OF MATCHES IN 26 STATES AND 65 CITIES. IN OCTOBER, 2020 MARIAN ANNOUNCED THE LAUNCH OF THE E.S. WITCHGER SCHOOL OF ENGINEERING. THE INAUGURAL CLASS ENTERED IN FALL 2022 AND IN FALL 2023 MARIAN OPENED A STATE-OF-ART ENGINEERING FACILITY. DEGREES OFFERRED IN BIOMEDICAL, CHEMICAL, CIVIL, COMPUTER AND MECHANICAL ENGINEERING. FALL 2022 ATTENDANCE INCLUDED 85 ENGINEERING STUDENTS.

Expenses $152,273,516 · Grants $39,094,194 · Revenue $143,487,762

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Elsener Daniel J

President, Marian University

Total calculated

$684,746

From this org

$573,384

From related orgs

$0

Other

$111,362

Hours/week

40

Schedule J breakdown matched by us

Base

$562,804

Bonus

$0

Other

$10,580

Deferred

$89,396

Nontaxable benefits

$21,966

Filer's total

$684,746
Wright Amanda

Dean of COM

Total calculated

$415,895

From this org

$374,139

From related orgs

$0

Other

$41,756

Hours/week

40

Schedule J breakdown matched by us

Base

$373,524

Bonus

$0

Other

$615

Deferred

$26,147

Nontaxable benefits

$15,609

Filer's total

$415,895
Knight Clif

Assist. Dean of Clinic Affairs

Total calculated

$409,349

From this org

$368,593

From related orgs

$0

Other

$40,756

Hours/week

40

Schedule J breakdown matched by us

Base

$366,817

Bonus

$0

Other

$1,776

Deferred

$23,736

Nontaxable benefits

$17,020

Filer's total

$409,349
Britt Kenith C

Sr. VP of Strat. Growth & Inn

Total calculated

$403,807

From this org

$344,465

From related orgs

$0

Other

$59,342

Hours/week

40

Schedule J breakdown matched by us

Base

$220,085

Bonus

$17,500

Other

$106,880

Deferred

$36,631

Nontaxable benefits

$22,711

Filer's total

$403,807
Ginder Gregory

Sr. VP for Pers., Fin. & Tech

Total calculated

$322,570

From this org

$262,943

From related orgs

$0

Other

$59,627

Hours/week

40

Schedule J breakdown matched by us

Base

$241,324

Bonus

$20,000

Other

$1,619

Deferred

$42,659

Nontaxable benefits

$16,968

Filer's total

$322,570
Casey Marsha

Sr. VP of Health Professions

Total calculated

$319,391

From this org

$290,634

From related orgs

$0

Other

$28,757

Hours/week

40

Schedule J breakdown matched by us

Base

$268,937

Bonus

$18,900

Other

$2,797

Deferred

$20,149

Nontaxable benefits

$8,608

Filer's total

$319,391
Rawski Greg E

Dean - Byrum School of Bus.

Total calculated

$303,596

From this org

$262,662

From related orgs

$0

Other

$40,934

Hours/week

40

Schedule J breakdown matched by us

Base

$246,977

Bonus

$15,000

Other

$685

Deferred

$18,388

Nontaxable benefits

$22,546

Filer's total

$303,596
Stelflug Bradley W

Dir. of Nurse Anesthesia Prog.

Total calculated

$294,180

From this org

$254,522

From related orgs

$0

Other

$39,658

Hours/week

40

Schedule J breakdown matched by us

Base

$253,876

Bonus

$0

Other

$646

Deferred

$17,105

Nontaxable benefits

$22,553

Filer's total

$294,180
Lucich John A

Chair of Internal Medicine

Total calculated

$276,655

From this org

$242,964

From related orgs

$0

Other

$33,691

Hours/week

40

Schedule J breakdown matched by us

Base

$241,313

Bonus

$0

Other

$1,651

Deferred

$16,892

Nontaxable benefits

$16,799

Filer's total

$276,655
Eland David C

Prof. of Osteo. Princ. & Prac.

Total calculated

$271,497

From this org

$251,282

From related orgs

$0

Other

$20,215

Hours/week

40

Schedule J breakdown matched by us

Base

$250,872

Bonus

$0

Other

$410

Deferred

$11,792

Nontaxable benefits

$8,423

Filer's total

$271,497
Silva Alan

Executive VP & Provost

Total calculated

$269,790

From this org

$245,860

From related orgs

$0

Other

$23,930

Hours/week

40

Schedule J breakdown matched by us

Base

$229,254

Bonus

$15,000

Other

$1,606

Deferred

$15,336

Nontaxable benefits

$8,594

Filer's total

$269,790
Nelligan Luke J

Sr. Advisor to the COM Dean

Total calculated

$261,710

From this org

$236,822

From related orgs

$0

Other

$24,888

Hours/week

40

Schedule J breakdown matched by us

Base

$235,178

Bonus

$0

Other

$1,644

Deferred

$16,462

Nontaxable benefits

$8,426

Filer's total

$261,710
Finke John F

VP for Institution Advancement

Total calculated

$249,890

From this org

$198,417

From related orgs

$0

Other

$51,473

Hours/week

40

Schedule J breakdown matched by us

Base

$177,760

Bonus

$20,000

Other

$657

Deferred

$28,843

Nontaxable benefits

$22,630

Filer's total

$249,890
Lawrence Deborah Anne

Sr. VP for Strat. Ptnship & GC

Total calculated

$222,541

From this org

$200,064

From related orgs

$0

Other

$22,477

Hours/week

40

Schedule J breakdown matched by us

Base

$194,040

Bonus

$5,000

Other

$1,024

Deferred

$13,933

Nontaxable benefits

$8,544

Filer's total

$222,541
Heidt Joseph

Chancellor, Ancilla College MU

Total calculated

$215,676

From this org

$181,957

From related orgs

$0

Other

$33,719

Hours/week

40

Schedule J breakdown matched by us

Base

$170,123

Bonus

$11,250

Other

$584

Deferred

$11,107

Nontaxable benefits

$22,612

Filer's total

$215,676
Stanley Raymond L

VP & Chief Information Officer

Total calculated

$205,078

From this org

$175,937

From related orgs

$0

Other

$29,141

Hours/week

40

Schedule J breakdown matched by us

Base

$175,291

Bonus

$0

Other

$646

Deferred

$12,270

Nontaxable benefits

$16,871

Filer's total

$205,078
Enneking Thomas

Advisor to the President

Total calculated

$204,188

From this org

$179,013

From related orgs

$0

Other

$25,175

Hours/week

40

Schedule J breakdown matched by us

Base

$171,973

Bonus

$5,000

Other

$2,040

Deferred

$12,388

Nontaxable benefits

$12,787

Filer's total

$204,188
Wucher Bradley

VP of Enrollment, Mkt. & Comm.

Total calculated

$201,611

From this org

$172,727

From related orgs

$0

Other

$28,884

Hours/week

40

Schedule J breakdown matched by us

Base

$171,523

Bonus

$0

Other

$1,204

Deferred

$12,007

Nontaxable benefits

$16,877

Filer's total

$201,611
Gomez Dorothy

Dean Leighton Sch. of Nursing

Total calculated

$200,312

From this org

$181,193

From related orgs

$0

Other

$19,119

Hours/week

40

Schedule J breakdown matched by us

Base

$179,929

Bonus

$0

Other

$1,264

Deferred

$12,595

Nontaxable benefits

$6,524

Filer's total

$200,312
Rodgers Ruth Randolph

Sr. VP for Leadership Integ.

Total calculated

$188,872

From this org

$162,032

From related orgs

$0

Other

$26,840

Hours/week

40

Schedule J breakdown matched by us

Base

$160,240

Bonus

$0

Other

$1,792

Deferred

$11,217

Nontaxable benefits

$15,623

Filer's total

$188,872
Turner Latonya

Dean Klipsch Educators College

Total calculated

$184,610

From this org

$157,225

From related orgs

$0

Other

$27,385

Hours/week

40

Schedule J breakdown matched by us

Base

$156,646

Bonus

$0

Other

$579

Deferred

$10,574

Nontaxable benefits

$16,811

Filer's total

$184,610
Jackson Leon

Chancellor, St. Joseph's MU

Total calculated

$151,540

From this org

$143,142

From related orgs

$0

Other

$8,398

Hours/week

40

Schedule J breakdown matched by us

Base

$122,851

Bonus

$20,000

Other

$291

Deferred

$0

Nontaxable benefits

$8,398

Filer's total

$151,540
Setmeyer Adam P

VP for Mission & Ministry

Total calculated

$144,030

From this org

$113,581

From related orgs

$0

Other

$30,449

Hours/week

40
Gianoli Sr Mary Beth

VP for Mission Integration

Total calculated

$99,093

From this org

$89,289

From related orgs

$0

Other

$9,804

Hours/week

40 + 40 related
Becher Michael

Trustee

Total calculated

$0

Hours/week

2
Beraldi Fernanda

Trustee

Total calculated

$0

Hours/week

2
Bonach Edward

Trustee

Total calculated

$0

Hours/week

2
Bruns Scott

Trustee

Total calculated

$0

Hours/week

2
Cardis John

Trustee

Total calculated

$0

Hours/week

2
Carson Phil

Trustee

Total calculated

$0

Hours/week

2
Cleveland OSF Sr Jean Marie

Trustee

Total calculated

$0

Hours/week

2 + 32 related
Eckman William P

Chair Emeritus

Total calculated

$0

Hours/week

2
Feser Denise B

Board Chair

Total calculated

$0

Hours/week

2
Franzer Sr Christa

Vice-Chair

Total calculated

$0

Hours/week

2 + 32 related
French Fritz

Trustee

Total calculated

$0

Hours/week

2
Frye Anne M

Trustee

Total calculated

$0

Hours/week

2
Gardner Adarius

Trustee

Total calculated

$0

Hours/week

2
Gary Jr Theodis Ted

Trustee

Total calculated

$0

Hours/week

2
Grisley OSF Sr Annette

Trustee

Total calculated

$0

Hours/week

2 + 32 related
Hackman Stephen J

Trustee

Total calculated

$0

Hours/week

2
Haire David

Trustee

Total calculated

$0

Hours/week

2
Harrison Jeffrey

Trustee

Total calculated

$0

Hours/week

2
Hart John J

Trustee

Total calculated

$0

Hours/week

2
Hicks Linda M

Trustee

Total calculated

$0

Hours/week

2
Horney OSF Sr Margaret

Trustee

Total calculated

$0

Hours/week

2 + 32 related
Huelsmann PHJC Sr Joetta

Trustee

Total calculated

$0

Hours/week

2
Irvin OSF Sr Maureen

Trustee

Total calculated

$0

Hours/week

2 + 32 related
Jones Jerry

Trustee

Total calculated

$0

Hours/week

2
Klipsch Fred S

Trustee

Total calculated

$0

Hours/week

2
Kubacki Rebecca

Trustee

Total calculated

$0

Hours/week

2
Kuzmitz Joe

Trustee

Total calculated

$0

Hours/week

2
Leighton Alan E

Trustee

Total calculated

$0

Hours/week

2
McClamroch Tobin

Trustee

Total calculated

$0

Hours/week

2
Miller OSF Sr Joan

Trustee

Total calculated

$0

Hours/week

2 + 32 related
Nalli Jonathan S

Trustee

Total calculated

$0

Hours/week

2
Petrie Michael F

Trustee

Total calculated

$0

Hours/week

2
Price PhD Marianne

Trustee

Total calculated

$0

Hours/week

2
Ramsey Sr John F

Trustee

Total calculated

$0

Hours/week

2
Schaedel Msgr Joseph F

Trustee

Total calculated

$0

Hours/week

2
Semler Jerry D

Trustee

Total calculated

$0

Hours/week

2
Shockley DO Rachel

Trustee

Total calculated

$0

Hours/week

2
Steele Michele

Trustee

Total calculated

$0

Hours/week

2
Stenger OSF Sr Bernice

Trustee

Total calculated

$0

Hours/week

2 + 32 related
Werner Robyn R

Trustee

Total calculated

$0

Hours/week

2
Yeleti MD Ramarao

Trustee

Total calculated

$0

Hours/week

2
Young Richard Andrew Drew

Trustee

Total calculated

$0

Hours/week

2
Young Scott

Trustee

Total calculated

$0

Hours/week

2
Zavaleta Raul E

Trustee

Total calculated

$0

Hours/week

2

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

1a · First-class or charter travel
1a · Travel for companions
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 · 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
7 · Other non-fixed payments

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
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A: BENEFITS PROVIDED: THE PRESIDENT USES FIRST-CLASS TRAVEL FOR BUSINESS TRIPS. THIS IS NOT INCLUDED IN HIS W-2 INCOME. SPOUSAL TRAVEL PROVIDED ONLY FOR BUSINESS RELATED ACTIVITIES; SOCIAL CLUBS DUES USED ONLY FOR BUSINESS TRANSACTIONS; EMPLOYEES ARE RESPONSIBLE FOR REIMBURSING THE UNIVERSITY FOR PERSONAL EXPENSES OR USE OF FACILITIES THAT ARE PAID FOR BY THE UNIVERSITY.
SCHEDULE J, PART I, LINE 4B: NONQUALIFIED RETIREMENT PLAN: DANIEL ELSENER, KENITH BRITT, JOHN FINKE, AND GREGORY GINDER PARTICIPATED IN A SECTION 457(F) PLAN DURING THE YEAR, RECEIVING CONTRIBUTIONS TO THEIR PLANS IN THE AMOUNTS OF $75,000, $20,000, $15,000, AND $25,000, RESPECTIVELY; DANIEL ELSENER RECEIVED AN ADDITIONAL NON-ELECTIVE CONTRIBUTION OF $25,000; THESE PAYMENTS HAVE BEEN INCLUDED IN PART II, COLUMN (C) FOR THE CURRENT YEAR. KENITH BRITT ALSO RECEIVED A 457(F) PAYOUT IN THE CURRENT YEAR AND THIS AMOUNT HAS BEEN INCLUDED IN PART II, COLUMN (B)(III) AND COLUMN F. THE PARTICIPANT'S SERVICE COMPLETION DATE UNDER AGREEMENT IS AS FOLLOWS: DANIEL ELSENER - 9/30/2024 KENITH BRITT - 6/30/2027 JOHN FINKE - 6/30/2027 GREGORY GINDER - 6/30/2025
SCHEDULE J, PART I, LINE 7: NON-FIXED PAYMENTS: THE PRESIDENT MAY RECEIVE PERFORMANCE PAYMENTS UP TO 25% OF ANNUAL SALARY AT THE BOARD'S DISCRETION. KENITH C. BRITT, JOHN FINKE, GREGORY GINDER, DEBORAH LAWRENCE, ALAN SILVA, STEVEN DOWNING, THOMAS ENNEKING AND MARSHA CASEY RECEIVED A PERFORMANCE PAYMENT AT THE PRESIDENT'S DISCRETION.

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.

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.

SISTERS OF ST FRANCIS

501(C)(3) · RELIGIOUS · IN

Directly controlled by NA
INDEPENDENT COLLEGES OF INDIANA INC

501(C)(3) · EDUC SUPPORT · IN

Directly controlled by NA

Provenance

Return type: form_990
Tax year: 2022
Filed: 15 May 2024
IRS schema version: 2022v5.0
Source object: 202411359349311046

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

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