Totals
- Total revenue
- $36,951,085
- Total expenses
- $42,468,081
- Contributions and grants received
- $8,794,296
- Grants paid
- $11,622,739
- Program service revenue
- $27,322,041
- Investment income
- $900,542
- Other revenue
- -$65,794
- Total assets, end of year
- $41,164,892
- Total liabilities, end of year
- $18,866,772
- Net assets or fund balances, end of year
- $22,298,120
- Program services expenses (Part IX)
- $33,609,076
- Management and general expenses
- $7,877,101
- Fundraising expenses
- $981,904
- Program service expenses (Part III)
- $33,609,076
Program services were 79.1% 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
$51,560
-
1d · Related organizations
$5,000,000
-
1e · Government grants (contributions)
$1,893,766
-
1f · All other contributions, gifts and grants
$1,848,970
-
1g · Noncash contributions included above
$0
-
2a · Program service revenue: TUITION AND FEES
total $22,813,821 · related or exempt $22,813,821
-
2b · Program service revenue: ROOM AND BOARD
total $4,289,462 · related or exempt $4,289,462
-
2c · Program service revenue: OTHER FEES
total $53 · related or exempt $53
-
2d · Program service revenue: CONFERENCE AND HOSPITALITY
total $132,604 · related or exempt $88,484 · unrelated business $44,120
-
2e · Program service revenue: CATERING AND BEVERAGE
total $86,101 · related or exempt $12,568 · unrelated business $73,533
-
3 · Investment income
total $455,339 · excluded $455,339
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $184,363
-
6b · Less rental expenses
real property $249,155
-
6c · Rental income or loss
real property -$64,792 · personal property $0
-
6d · Net rental income or loss
total -$64,792 · excluded -$64,792
-
7a · Gross sales of assets other than inventory
securities $1,633,525 · other assets $509,400
-
7b · Less cost or other basis and sales expenses
securities $1,368,476 · other assets $329,246
-
7c · Gain or loss
securities $265,049 · other assets $180,154
-
7d · Net gain or loss
total $445,203 · excluded $445,203
-
8a · Fundraising events: gross income
$17,510
-
8a · Fundraising events: contributions included on line 1c
$51,560
-
8b · Fundraising events: direct expenses
$18,512
-
8c · Net income from fundraising events
total -$1,002 · excluded -$1,002
-
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
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $11,622,739 · program services $11,622,739
-
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 $1,218,847 · program services $724,312 · management and general $410,010 · fundraising $84,525
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $9,733,292 · program services $8,191,572 · management and general $980,182 · fundraising $561,538
-
8 · Pension plan contributions
total $297,264 · program services $238,114 · management and general $42,528 · fundraising $16,622
-
9 · Other employee benefits
total $1,877,062 · program services $1,287,890 · management and general $465,098 · fundraising $124,074
-
10 · Payroll taxes
total $792,561 · program services $644,594 · management and general $101,291 · fundraising $46,676
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $95,221 · management and general $95,221
-
11c · Fees: accounting
total $37,077 · management and general $37,077
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $8,872 · management and general $8,872
-
11g · Fees: other
total $1,668,667 · program services $1,653,067 · management and general $4,290 · fundraising $11,310
-
12 · Advertising and promotion
total $706,139 · program services $626,988 · management and general $75,294 · fundraising $3,857
-
13 · Office expenses
total $1,952,594 · program services $1,506,862 · management and general $355,958 · fundraising $89,774
-
14 · Information technology
total $2,655,616 · program services $2,062,611 · management and general $587,206 · fundraising $5,799
-
15 · Royalties
total $0
-
16 · Occupancy
total $4,638,784 · program services $1,166,255 · management and general $3,472,529
-
17 · Travel
total $896,616 · program services $880,062 · management and general $15,429 · fundraising $1,125
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $64,856 · program services $45,554 · management and general $18,593 · fundraising $709
-
20 · Interest
total $524,998 · management and general $524,998
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $2,453,004 · program services $2,248,018 · management and general $176,295 · fundraising $28,691
-
23 · Insurance
total $427,786 · program services $7,579 · management and general $420,207
-
24a · Other expenses: DUES AND MEMBERSHIPS
total $158,124 · program services $75,071 · management and general $81,648 · fundraising $1,405
-
24b · Other expenses: RECURUITMENT EXPENSE
total $320,741 · program services $316,366 · management and general $4,375
-
24c · Other expenses: BAD DEBT EXPENSE
total $317,221 · program services $311,422 · fundraising $5,799
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,100 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $3,077,977 · end of year $3,088,085
-
3 · Pledges and grants receivable
beginning of year $1,024,601 · end of year $1,224,923
-
4 · Accounts receivable
beginning of year $1,975,811 · end of year $1,248,517
-
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 $703,164 · end of year $638,323
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $583,403 · end of year $573,226
-
10a · Land, buildings and equipment: cost or other basis
$44,583,932
-
10b · Land, buildings and equipment: accumulated depreciation
$21,440,660
-
10c · Land, buildings and equipment, net
beginning of year $25,576,607 · end of year $23,143,272
-
11 · Investments: publicly traded securities
beginning of year $12,252,524 · end of year $11,141,606
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $99,740 · end of year $106,940
-
17 · Accounts payable and accrued expenses
beginning of year $2,568,175 · end of year $2,110,746
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $1,421,084 · end of year $1,223,447
-
20 · Tax-exempt bond liabilities
beginning of year $10,364,410 · end of year $9,492,090
-
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 $4,330,775 · end of year $4,802,183
-
24 · Unsecured notes and loans payable
beginning of year $850,000 · end of year $700,000
-
25 · Other liabilities
beginning of year $554,118 · end of year $538,306
-
27 · Net assets without donor restrictions
beginning of year $12,365,239 · end of year $8,673,521
-
28 · Net assets with donor restrictions
beginning of year $12,841,126 · end of year $13,624,599
Mission and programs · 2022
Mission
LOURDES UNIVERSITY, ROOTED IN CATHOLIC AND FRANCISCAN TRADITIONS, PROVIDES A VALUES-CENTERED EDUCATION THAT ENRICHES LIVES AND ADVANCES ACADEMIC EXCELLENCE THROUGH THE INTEGRATION OF THE LIBERAL ARTS AND PROFESSIONAL STUDIES.
Activities or mission (Part I)
LOURDES UNIVERSITY, ROOTED IN CATHOLIC AND FRANCISCAN TRADITIONS, PROVIDES A VALUES-CENTERED EDUCATION THAT ENRICHES LIVES AND ADVANCES ACADEMIC EXCELLENCE.
-
HIGHER EDUCATION: 953 UNDERGRADUATE STUDENTS ENROLLED: BACHELOR'S DEGREES ARE OFFERED IN MAJORS INCLUDING ART, HISTORY, ENGLISH, MUSIC, PHILOSOPHY, BIOLOGY, THEOLOGICAL STUDIES, BUSINESS, NURSING, SOCIOLOGY, SOCIAL WORK, AND LIBRARY STUDIES. 183 GRADUATE STUDENTS ENROLLED: MASTER'S AND/OR DOCTORAL DEGREES ARE OFFERED IN NURSING, NURSE ANESTHESIA, BUSINESS, THEOLOGICAL STUDIES, AND ORGANIZATIONAL LEADERSHIP.
Expenses $14,643,592 · Grants $11,622,739 · Revenue $27,112,904
-
HIGHER EDUCATION: STUDENT SERVICES ARE OFFERED IN THE AREAS OF ADMISSIONS, FINANCIAL AID COUNSELING, CAMPUS MINISTRY, LEARNING RESOURCES, CAREER SERVICES, ATHLETICS, FINANCIAL ASSISTANCE, DISABILITY SERVICES, PERSONAL COUNSELING, AND RESIDENTIAL LIFE.
Expenses $18,738,076
-
HIGHER EDUCATION: THE FRANCISCAN CENTER IS A CONFERENCE CENTER WHICH EXTENDS THE SOCIAL AND EDUCATION MINISTRIES OF THE SISTERS OF SAINT FRANCIS BY PRESENTING CULTURAL AND PERFORMING ARTS, EDUCATION PROGRAMMING, AND EXTENDING ADMINISTRATIVE AND TECHNICAL HOSPITALITY SERVICES.
Expenses $227,408 · Revenue $91,484
As filed on the 2022 return.
Listed in Part VII
-
Mary Ann Gawelek End 0123MARY ANN GAWELEK END 0123
PRESIDENT
- Total calculated
- $322,788
- From this org
- $260,937
- From related orgs
- $0
- Other
- $61,851
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $245,116
- Bonus
- $10,000
- Other
- $5,821
- Deferred
- $9,535
- Nontaxable benefits
- $52,316
- Filer's total
- $322,788
-
Susan RawsonSUSAN RAWSON
DIRECTOR OF NAP
- Total calculated
- $219,818
- From this org
- $210,217
- From related orgs
- $0
- Other
- $9,601
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $207,045
- Bonus
- $0
- Other
- $3,172
- Deferred
- $7,715
- Nontaxable benefits
- $1,886
- Filer's total
- $219,818
-
Terry Keller Start 1022TERRY KELLER START 1022
PROVOST AND INTEREM PRESIDENT
- Total calculated
- $178,981
- From this org
- $156,736
- From related orgs
- $0
- Other
- $22,245
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $156,461
- Bonus
- $0
- Other
- $275
- Deferred
- $3,652
- Nontaxable benefits
- $18,593
- Filer's total
- $178,981
-
Mary SabinMARY SABIN
VP INSTITUTIONAL ADVANCEMENT
- Total calculated
- $169,276
- From this org
- $153,333
- From related orgs
- $0
- Other
- $15,943
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $151,643
- Bonus
- $0
- Other
- $1,690
- Deferred
- $5,738
- Nontaxable benefits
- $10,205
- Filer's total
- $169,276
-
Jeffrey Liles End 0523JEFFREY LILES END 0523
VP OF ENROLLMENT
- Total calculated
- $168,339
- From this org
- $138,905
- From related orgs
- $0
- Other
- $29,434
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $137,890
- Bonus
- $0
- Other
- $1,015
- Deferred
- $2,440
- Nontaxable benefits
- $26,994
- Filer's total
- $168,339
-
Christina SilkaCHRISTINA SILKA
DEAN OF COLLEGE OF NURSING
- Total calculated
- $154,116
- From this org
- $146,158
- From related orgs
- $0
- Other
- $7,958
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $143,237
- Bonus
- $0
- Other
- $2,921
- Deferred
- $5,353
- Nontaxable benefits
- $2,605
- Filer's total
- $154,116
-
Howard BrownHOWARD BROWN
ASSISTANT DIRECTOR OF NAP
- Total calculated
- $140,997
- From this org
- $135,414
- From related orgs
- $0
- Other
- $5,583
- Hours/week
- 40
-
Emily RozekEMILY ROZEK
DIRECTOR UNDERGRADUATE NURSING
- Total calculated
- $122,460
- From this org
- $108,135
- From related orgs
- $0
- Other
- $14,325
- Hours/week
- 40
-
Sr Barbara Vano OsfSR BARBARA VANO OSF
VP OF MISSION & MINISTRY
- Total calculated
- $89,236
- From this org
- $75,976
- From related orgs
- $0
- Other
- $13,260
- Hours/week
- 45
-
Gregory Kneser End 0822GREGORY KNESER END 0822
VP OF STUDENT SERVICES
- Total calculated
- $77,705
- From this org
- $68,808
- From related orgs
- $0
- Other
- $8,897
- Hours/week
- 45
-
Bryan Barshel Start 0922BRYAN BARSHEL START 0922
VP OF FINANCE & ADMINISTRATION
- Total calculated
- $50,983
- From this org
- $43,162
- From related orgs
- $0
- Other
- $7,821
- Hours/week
- 45
-
William J CarrollWILLIAM J CARROLL
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Chrys PetersonCHRYS PETERSON
BOARD SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Pariss M Coleman IIPARISS M COLEMAN II
BOARD VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas J WinstonTHOMAS J WINSTON
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Arturo PolizziARTURO POLIZZI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bradley J RiegerBRADLEY J RIEGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carrie A HaddixCARRIE A HADDIX
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
George A Brymer JrGEORGE A BRYMER JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James GantJAMES GANT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jay R JindalJAY R JINDAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Martha VetterMARTHA VETTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Maureen KenneyMAUREEN KENNEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael KoralewskiMICHAEL KORALEWSKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Richard SweeneyRICHARD SWEENEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rita MansourRITA MANSOUR
BAORD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sean SavageSEAN SAVAGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Shiela EasonSHIELA EASON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sr Laureen Painter OsfSR LAUREEN PAINTER OSF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sr Rachel M Nijakowski OsfSR RACHEL M NIJAKOWSKI OSF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sr Rebecca Rutkowski OsfSR REBECCA RUTKOWSKI OSF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susan CondaSUSAN CONDA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Thomas P DillonTHOMAS P DILLON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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 · Housing allowance or residence for personal use
- 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 · 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
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 1A
- A HOUSE WAS PROVIDED FOR USE BY THE PRESIDENT DURING THEIR EMPLOYMENT WITH THE UNIVERSITY. THE PRESIDENT IS REQUIRED TO LIVE THERE FOR THE CONVENIENCE OF LOURDES UNIVERSITY AND THE PRESIDENT CONDUCTS BUSINESS ACTIVITIES FROM HOME. THE HOUSE IS NON-TAXABLE. ADDITIONALLY, THE UNIVERSITY PAYS FOR MEMBERSHIP AT AN AREA COUNTRY CLUB FOR THE PRESIDENT DURING THEIR EMPLOYMENT. THIS IS FOR BUSINESS USE AND IS SUBSTANTIATED BY DETAILED INVOICES. THE COST OF THE MEMBERSHIP IS CONSIDERED NON-TAXABLE.
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 SYLVANIA
501(C)(3) · RELIGIOUS · OH
Directly controlled by NO
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
LOURDES PROPERTIES
PUBLIC APT RE · OH · income -$69,947 · assets $10,482,175
Directly controlled by LOURDES UNIV
-
CENTER ENTERPRISES
CATERING SERV · OH · income $86,101 · assets $26,409
Directly controlled by LOURDES UNIV
-
HOLD PROPERTY · OH · assets $189,207
Directly controlled by LOURDES UNIV
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202441319349302589
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