Form 990 for tax year 2022
Filed by UNIVERSITY OF SAINT FRANCIS OF FORT WAYNE INDIANA INC.
Totals
- Total revenue
- $71,747,501
- Total expenses
- $71,772,005
- Contributions and grants received
- $11,398,252
- Grants paid
- $24,883,490
- Program service revenue
- $59,645,354
- Investment income
- $521,165
- Other revenue
- $182,730
- Total assets, end of year
- $130,220,020
- Total liabilities, end of year
- $20,143,176
- Net assets or fund balances, end of year
- $110,076,844
- Program services expenses (Part IX)
- $59,003,897
- Management and general expenses
- $12,028,932
- Fundraising expenses
- $739,176
- Program service expenses (Part III)
- $59,003,897
Program services were 82.2% 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.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$100,000
-
1e · Government grants (contributions)
$8,101,938
-
1f · All other contributions, gifts and grants
$3,196,314
-
1g · Noncash contributions included above
$661,100
-
2a · Program service revenue: Tuition and Fees
total $54,531,663 · related or exempt $54,531,663 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Auxiliary Enterprises
total $4,923,209 · related or exempt $4,923,209 · unrelated business $0 · excluded $0
-
2c · Program service revenue: Sales and Services
total $27,525 · related or exempt $27,525 · unrelated business $0 · excluded $0
-
2d · Program service revenue: Miscellaneous
total $167,260 · related or exempt $167,260 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total -$4,303 · related or exempt -$4,303 · unrelated business $0 · excluded $0
-
3 · Investment income
total $725,681 · related or exempt $0 · unrelated business $0 · excluded $725,681
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $134 · related or exempt $0 · unrelated business $0 · excluded $134
-
6a · Gross rents
real property $209,177 · personal property $68,749
-
6b · Less rental expenses
real property $67,725 · personal property $27,605
-
6c · Rental income or loss
real property $141,452 · personal property $41,144
-
6d · Net rental income or loss
total $182,596 · related or exempt $0 · unrelated business $182,596 · excluded $0
-
7a · Gross sales of assets other than inventory
securities $20,315,007 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $20,519,523 · other assets $0
-
7c · Gain or loss
securities -$204,516 · other assets $0
-
7d · Net gain or loss
total -$204,516 · related or exempt $0 · unrelated business $0 · excluded -$204,516
-
8a · Fundraising events: contributions included on line 1c
$0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0 · program services $0
-
2 · Grants to domestic individuals
total $23,925,678 · program services $23,925,678
-
3 · Grants to foreign organizations and individuals
total $957,812 · program services $957,812
-
5 · Compensation of officers, directors and key employees
total $1,038,372 · program services $584,574 · management and general $289,953 · fundraising $163,845
-
7 · Other salaries and wages
total $18,952,518 · program services $15,871,685 · management and general $2,757,464 · fundraising $323,369
-
8 · Pension plan contributions
total $490,926 · program services $481,982 · management and general $7,364 · fundraising $1,580
-
9 · Other employee benefits
total $780,185 · program services $747,511 · management and general $29,112 · fundraising $3,562
-
10 · Payroll taxes
total $1,350,578 · program services $1,145,338 · management and general $182,176 · fundraising $23,064
-
11b · Fees: legal
total $56,559 · program services $0 · management and general $56,559 · fundraising $0
-
11c · Fees: accounting
total $60,500 · program services $0 · management and general $60,500 · fundraising $0
-
11e · Fees: professional fundraising services
total $183,943 · fundraising $183,943
-
11f · Fees: investment management
total $52,912 · program services $0 · management and general $52,912 · fundraising $0
-
11g · Fees: other
total $4,707,980 · program services $2,843,860 · management and general $1,864,120 · fundraising $0
-
12 · Advertising and promotion
total $1,240,834 · program services $11,884 · management and general $1,228,950 · fundraising $0
-
13 · Office expenses
total $175,094 · program services $116,720 · management and general $54,479 · fundraising $3,895
-
14 · Information technology
total $4,330,966 · program services $21,406 · management and general $4,309,560 · fundraising $0
-
16 · Occupancy
total $1,592,928 · program services $1,592,928 · management and general $0 · fundraising $0
-
17 · Travel
total $866,329 · program services $736,626 · management and general $127,147 · fundraising $2,556
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $658,297 · program services $421,265 · management and general $203,670 · fundraising $33,362
-
20 · Interest
total $335,704 · program services $335,704 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $3,550,523 · program services $3,550,523 · management and general $0 · fundraising $0
-
23 · Insurance
total $1,120,720 · program services $315,754 · management and general $804,966 · fundraising $0
-
24a · Other expenses: Athletic Programs
total $498,477 · program services $498,477 · management and general $0 · fundraising $0
-
24b · Other expenses: Institutional Support
total $1,045,049 · program services $1,045,049 · management and general $0 · fundraising $0
-
24c · Other expenses: Auxiliary Enterprises
total $1,971,001 · program services $1,971,001 · management and general $0 · fundraising $0
-
24d · Other expenses: Instructional Support
total $1,828,120 · program services $1,828,120 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,645,217 · end of year $1,702,788
-
2 · Savings and temporary cash investments
beginning of year $2,451,227 · end of year $2,697,325
-
3 · Pledges and grants receivable
beginning of year $4,101,863 · end of year $3,308,313
-
4 · Accounts receivable
beginning of year $878,414 · end of year $780,283
-
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 $736 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $2,776,388 · end of year $2,607,796
-
10a · Land, buildings and equipment: cost or other basis
$138,105,386
-
10b · Land, buildings and equipment: accumulated depreciation
$63,323,345
-
10c · Land, buildings and equipment, net
beginning of year $76,417,945 · end of year $74,782,041
-
11 · Investments: publicly traded securities
beginning of year $38,686,465 · end of year $33,807,041
-
12 · Investments: other securities
beginning of year $1,420,768 · end of year $2,186,209
-
15 · Other assets
beginning of year $293,330 · end of year $8,348,224
-
17 · Accounts payable and accrued expenses
beginning of year $5,161,043 · end of year $6,348,232
-
18 · Grants payable
beginning of year $4,890 · end of year $7,620
-
19 · Deferred revenue
beginning of year $1,845,591 · end of year $205,056
-
20 · Tax-exempt bond liabilities
beginning of year $14,023,797 · end of year $13,582,268
-
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 $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $86,589,130 · end of year $87,246,118
-
28 · Net assets with donor restrictions
beginning of year $21,047,902 · end of year $22,830,726
Mission and programs · 2022
Mission
Rooted in the Catholic and Franciscan traditions of Faith and Reason, the University of Saint Francis engages a diverse community in learning, leadership, and service.
-
Educational Delivery: Expenses for education and instruction. Located in Fort Wayne, Indiana, the University of Saint Francis is a private, Catholic university enrolling approximately 1,900 students in majors such as liberal arts, creative arts, business, and health sciences.
Expenses $52,983,895 · Grants $24,883,490 · Revenue $54,531,663
-
Student Services Programs: Athletics and Auxiliary Enterprises - Expenses for athletics, food services, books, merchandise, and residence halls.
Expenses $2,469,479 · Revenue $4,923,209
-
Educational Delivery: Depreciation on buildings and equipment: The University of Saint Francis main campus is composed of approximately 135 acres of ground with 44 buildings, containing approximately 778,000 square feet of space. Additionally, the university's campus in Crown Point, IN consists of approximately 7 acres and one building.
Expenses $3,550,523
As filed on the 2022 return.
Listed in Part VII
-
Rev Dr Eric Zimmer
President
- Total calculated
- $296,271
- From this org
- $268,771
- From related orgs
- $0
- Other
- $27,500
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $268,771
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $27,500
- Filer's total
- $296,271
-
Gregory Louck
Nurse Anesthesia Faculty
- Total calculated
- $194,126
- From this org
- $178,409
- From related orgs
- $0
- Other
- $15,717
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $178,409
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $15,717
- Filer's total
- $194,126
-
Lance Richey
Vice President for Academic Affairs-Interim President
- Total calculated
- $186,150
- From this org
- $167,795
- From related orgs
- $0
- Other
- $18,355
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $167,795
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $18,355
- Filer's total
- $186,150
-
Michael Cotrell
Assistant Program Director - Nurse Anesthesia
- Total calculated
- $179,741
- From this org
- $173,535
- From related orgs
- $0
- Other
- $6,206
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,535
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $6,206
- Filer's total
- $179,741
-
Ellen Paxton
Vice President for Institutional Advancement
- Total calculated
- $173,946
- From this org
- $164,808
- From related orgs
- $0
- Other
- $9,138
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,808
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $9,138
- Filer's total
- $173,946
-
Angie Harrell
Dean of School of Health Sciences
- Total calculated
- $159,828
- From this org
- $147,442
- From related orgs
- $0
- Other
- $12,386
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,442
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $12,386
- Filer's total
- $159,828
-
Robert Pastoor
Vice President for Student Affairs - Chief of Staff
- Total calculated
- $159,413
- From this org
- $146,938
- From related orgs
- $0
- Other
- $12,475
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,938
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $12,475
- Filer's total
- $159,413
-
Joshua Fairbanks
Physician Assistant Program Director
- Total calculated
- $156,416
- From this org
- $139,712
- From related orgs
- $0
- Other
- $16,704
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $139,712
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $16,704
- Filer's total
- $156,416
-
Richard Bienz
Vice President for Operations
- Total calculated
- $152,967
- From this org
- $138,219
- From related orgs
- $0
- Other
- $14,748
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,219
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $14,748
- Filer's total
- $152,967
-
Craig Teetsel
Vice President for Finance
- Total calculated
- $145,000
- From this org
- $133,244
- From related orgs
- $0
- Other
- $11,756
- Hours/week
- 40
-
Jeffrey Easley
Medical Director and Asst Professor
- Total calculated
- $136,268
- From this org
- $122,803
- From related orgs
- $0
- Other
- $13,465
- Hours/week
- 40
-
Ian Boyce
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Kathryn Callen
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Steve Corona
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Thomas Creevey
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Richard Fox
Board Member/Vice Chairman
- Total calculated
- $0
- Hours/week
- 5
-
Jane Gerardot
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Sister M Jennifer Henry
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Daniel Klein
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Joseph LaRosa
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
David Lupke
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Sister M Angela Mellady
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Sister Margaret Mary Mitchel
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Debra Niezer
Board Member/Secretary
- Total calculated
- $0
- Hours/week
- 5
-
William Niezer
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Thomas Obergfell
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Patrick Pasterick
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Richard Poinsatte
Board Member/Chairman
- Total calculated
- $0
- Hours/week
- 5
-
Sister M Clare Reuille
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Bishop Kevin Rhoades
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Sister M Gemma Salyer
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Sister M Lenore Schwartz
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Sister M Dorothy Speckhals
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Esther Terry
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Ron Turpin
Board Member-Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
James Vann
Board Member
- Total calculated
- $0
- Hours/week
- 5
-
Nicholas Yack
Board Member
- Total calculated
- $0
- Hours/week
- 5
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 · 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
- Rev Dr Eric Zimmer was provided with housing in a University owned home during the fiscal year. In addition, the University funds social club dues for President Zimmer.
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 Saint Francis of Perpetual Adoration
501(c)(3) · The religious community sponsoring the University · IN
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 26 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342999349300829
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