2024-05-15T14:16:46+00:00 2023-06-30 440160260 FORVIS LLP 1901 S MEYERS ROAD SUITE 500 OAKBROOK TERRACE IL 601815209 990 2022-07-01 362166964 Aurora University AURO 6308926431 347 South Gladstone Ave Aurora IL 605064877 Sharon Maxwell Senior Vice President 6308445630 2024-05-15 true SHARON MAXWELL 999009999 BERNADETTE D ZITA P00089845 6302829500 2024-05-15 2022 2023-04-26 12:10:37Z Susana Rivera-Mills PhD 347 South Gladstone Ave Aurora IL 605064877 245133069 false X www.aurora.edu X 1899 IL TO PROVIDE POST-SECONDARY UNDERGRADUATE AND GRADUATE EDUCATION 26 25 1862 447 292929 0 40285389 34386030 131862321 133587960 2820305 3125548 1408720 1703576 176376735 172803114 71012466 64879992 0 0 51963878 53856578 0 0 2352628 44224121 46549843 167200465 165286413 9176270 7516701 242777024 243783011 71334186 63091672 171442838 180691339 THE PRIMARY PURPOSE OF AURORA UNIVERSITY IS TO PROVIDE POST-SECONDARY UNDERGRADUATE AND GRADUATE EDUCATION SHAPED BY ITS LONG STANDING COMMITMENT TO EDUCATIONAL EXCELLENCE AND COMMUNITY PARTNERSHIP. THE UNIVERSITY IS GUIDED BY ITS MISSION TO BE AN INCLUSIVE COMMUNITY DEDICATED TO THE TRANSFORMATIVE POWER OF LEARNING AND CONTINUES TO UPHOLD ITS VALUES OF INTEGRITY, CITITZENSHIP, CONTINUOUS LEARNING AND EXCELLENCE. false false 130207364 64879992 125804281 AURORA UNIVERSITY (AU) PROVIDES POST-SECONDARY EDUCATION AND RELATED ACTIVITIES AND SUPPORT SERVICES TO 4,458 UNDERGRADUATE STUDENTS AND 2,550 GRADUATE STUDENTS ON ITS THREE LOCATIONS IN AURORA, ILLINOIS, WILLIAMS BAY, WISCONSIN AND WOODSTOCK, ILLINOIS AS WELL AS ON-LINE AND VARIOUS OTHER LOCATIONS. DURING THE YEAR, AU GRADUATED 1,209 STUDENTS WITH BACHELOR OF ARTS AND BACHELOR OF SCIENCE DEGREES AND 1,010 STUDENTS WITH GRADUATE DEGREES INCLUDING EDUCATION, SOCIAL WORK AND BUSINESS. AS PART OF ITS MISSION, THE UNIVERSITY OFFERS CULTURAL AND EDUCATIONAL OPPORTUNITIES TO ITS STUDENTS, FACULTY, STAFF AND THE NEIGHBORING COMMUNITY. 13260786 8982421 AURORA UNIVERSITY HAS RESIDENCE HALL CAPACITY OF 685 BEDS ON ITS AURORA CAMPUS, AS WELL AS, OFFERING HOUSING SERVICES FOR ITS GRADUATE AND UNDERGRADUATE STUDENTS ON ITS WISCONSIN CAMPUS. FOOD SERVICE FOR STUDENTS AND STAFF IS PROVIDED AT THREE LOCATIONS ON THE AURORA CAMPUS AND A DINING HALL ON THE WISCONSIN CAMPUS. ADDITIONALLY, A BOOKSTORE ON THE AURORA CAMPUS SELLS TEXTBOOKS, SUPPLIES AND MISCELLANEOUS CONVENIENCE ITEMS TO STUDENTS, FACULTY AND STAFF. GEORGE WILLIAMS COLLEGE CAMPUS PROVIDES FOOD SERVICES, LODGING AND MEETING ROOMS FOR ALL INDIVIDUALS PARTICIPATING IN A CONFERENCE OR SEMINAR. THE PROGRAM ANNUALLY PROVIDES SERVICES TO VARIOUS SCHOOLS, CHURCHES, HUMAN SERVICES ORGANIZATIONS AND RETREAT/PROGRAM GROUPS. 143468150 true true false true false false true true true true false false false true true true false true false true false false false false false false false true true true false false false false false false true false false false true false false false false false false false false true 8244 0 true 1862 true true true false false false false true true false false false false false false X 26 25 true false false false false false false true true false false true true true true true true true false false X SHARON MAXWELL 6308445630 347 S GLADSTONE AVENUE AURORA IL 60506 Chad A Deking Vice Chair 2.0 0 X X 0 0 0 Douglas J Craft Vice Chair 2.0 0 X X 0 0 0 Hilary K Brennan Immediate Past Chair 2.0 0 X X 0 0 0 John D Ammons Chair 2.0 0 X X 0 0 0 Rebecca L Sherrick President (Thru Spring 2023) 40.0 0 X X 728251 0 29249 Susana Rivera-Mills (Start 62023) President 40.0 0 X X 0 0 0 Amir Kirkwood Trustee 1.0 0 X 0 0 0 Ann Sheets Trustee 2.0 0 X 0 0 0 Austin Dempsey Trustee 1.0 0 X 0 0 0 Brian Konen Trustee 1.0 0 X 0 0 0 Brian Stading Trustee 1.0 0 X 0 0 0 Charles B Doss Trustee 1.0 0 X 0 0 0 Chriss Johns (Thru 112122) Trustee 1.0 0 X 0 0 0 David Edleman Trustee 1.0 0 X 0 0 0 David K STONE (Thru 102022) Trustee 1.0 0 X 0 0 0 Gerald Palmer Trustee 1.0 0 X 0 0 0 Hilary Rantisi Trustee 1.0 0 X 0 0 0 John D Simms Jr Trustee 1.0 0 X 0 0 0 Jonathan Birkey (started 1022) Trustee 1.0 0 X 0 0 0 Linnea Windel Trustee 1.0 0 X 0 0 0 Marymargaret Sharp-Pucci Trustee 1.0 0 X 0 0 0 Matthew Cannon Trustee 1.0 0 X 0 0 0 Michelle P Simms Jr Trustee 1.0 0 X 0 0 0 Myron J Resnick Trustee 1.0 0 X 0 0 0 Odie Washington Trustee 1.0 0 X 0 0 0 Ronald Hem trustee 1.0 0 X 0 0 0 Scott Palmer Trustee 1.0 0 X 0 0 0 Thomas Choice Trustee 2.0 0 X 0 0 0 Thomas T Stuhley Trustee 1.0 0 X 0 0 0 Rebecca Flaminio Secretary & Sr Exec Asst/Board Professional 40.0 0 X 115590 0 31128 Sharon W Maxwell Treas & SVP for Business & Finance 40.0 0 X 278468 0 35203 Deborah Maue Senior Vice President for Enrollment and Marketing 40.0 0 X 258243 0 22339 Donald Beebe Head Football Coach 40.0 0 X 260529 0 29410 Jeffrey A King Executive Vice President and Chief Operating Officer 40.0 0 X 296530 0 37391 John A Prall Vice President for Academic Affairs 40.0 0 X 317416 0 18722 Margaret Howes Senior Vice President for Advancement 40.0 0 X 228241 0 31509 Lora L de Lacey EXECUTIVE VICE PRESIDENT 40.0 0 X 284091 0 37597 2767359 0 272548 85 true true false BOLDT CONSTRUCTION PO Box 419 Appleton WI 54912 Construction 8859090 WILEY EDUCATION SERVICES LLC 1415 West 22nd St Oakbrook IL 60523 Online Class Mgmt 8552256 COMPASS GROUP USA 2400 Yorkmount Rd Charlotte NC 28217 Food Service Mgmt 4629207 SOUTHEAST SERVICE SSC 1225 E Weisgarber Knoxville TN 37909 Facilities Service 4612332 SAYERS TECHNOLOGY SERVICES LLC 825 Corporate Woods Parkway Vernon Hills IL 60061 Technology Consultant/Serv Provider 919243 23 31404746 2981284 412915 34386030 STUDENT TUITION & FEES 611310 125804281 125804281 AUXILIARY REVENUE 611310 7783679 7760800 22879 0 0 0 0 133587960 1267161 12437 1254724 1326 1326 130890 0 130890 0 130890 130890 73318605 295775 71220019 535974 2098586 -240199 1858387 1858387 0 688967 573962 115005 115005 MUSIC BY THE LAKE 711190 168403 0 168403 CONFERENCES 531120 83603 7777 75826 Testing Fees 900009 542452 542452 661897 648513 13384 0 1456355 172803114 134763823 292929 3360332 X 0 0 64879992 64879992 0 0 0 0 1160879 0 920288 240591 0 0 0 0 43898766 35406672 7181909 1310185 1744431 1397525 291135 55771 3931635 3117184 683167 131284 3120867 2455653 558316 106898 0 0 0 0 183664 0 183664 0 129623 0 129623 0 187807 0 187807 0 0 0 146953 0 146953 0 21070018 19299447 1677365 93206 698000 608213 89787 0 3978377 2624682 1276578 77117 2221073 232568 1882129 106376 0 0 0 0 3568470 3042733 475910 49827 1144147 1085297 34013 24837 0 0 0 0 165215 116195 48286 734 774040 0 774040 0 0 0 0 0 10094912 8793204 1159050 142658 1170612 39163 1130827 622 BAD DEBT 574281 0 574281 0 DUES AND MEMBERSHIPS 312893 276131 25162 11600 ENTERTAINMENT 77368 41142 35304 922 MISC 52390 52349 41 0 0 0 0 165286413 143468150 19465635 2352628 7034684 3608552 9970855 11818615 976363 377669 2741514 2836298 0 0 0 0 0 946700 438432 392828 2847723 2956666 298550595 127887850 172455152 170662745 40924014 40961553 4138561 7663223 0 0 0 1249726 1558162 242777024 243783011 15950410 9142618 0 0 3675952 4152403 48438968 46466813 53546 352490 0 0 737976 659737 0 0 2477334 2317611 71334186 63091672 X 126422282 134490071 45020556 46201268 0 0 0 0 0 0 171442838 180691339 242777024 243783011 X 7516701 1486702 245098 X false true X true true true X 21119986 24824102 32367706 40285389 34386030 152983213 0 0 21119986 24824102 32367706 40285389 34386030 152983213 0 152983213 1526268 1226464 1921993 1473795 1386940 7535460 0 0 0 0 0 0 128991 110599 61683 169779 303306 774358 161293031 636702824 0.9485 0.9458 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 128991.0, COLUMN B - 110599.0, COLUMN C - 61683.0, COLUMN D - 169779.0, COLUMN E - 303306.0, COLUMN F - 774358.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 187807 false false 187807 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE UNIVERSITY HIRED TWO FIRMS TO RESEARCH AND CONTACT LEGISTLATORS, STAFF AND OTHER GOVERNMENT OFFICIALS FOR POSSIBLE GRANT OPPORTUNITIES TO BENEFIT THE UNIVERSITY. MORE SPECIFICALLY FOR FY2023, THE UNIVERSITY UTILIZED THE SERVICES OF PROFESSIONAL LOBBYISTS TO SECURE STATE AND FEDERAL CAPITAL GRANTS. 1831177 X X X false false true X 45525480 850956 4120405 1122307 543657 48830877 52544153 1453037 -6788463 1134008 549239 45525480 41052296 2266579 10751263 1040948 485037 52544153 42122630 387855 972620 1019110 1411699 41052296 41198522 284359 2073450 967103 466598 42122630 0.2074 0.2758 0.5168 true false 10316842 10316842 206465924 70117255 136348669 617623 405036 212587 54110276 38694411 15415865 27039930 18671148 8368782 170662745 OPERATING LEASE PAYABLE 981892 ASSET RETIREMENT OBLIGATION 410000 RETIREMENT BENEFIT OBLIGATION 681381 ANNUITIES PAYABLE 244338 2317611 X 110777420 1486702 0 0 819060 2305762 108471658 146953 64184503 64331456 172803114 101528919 573962 573962 100954957 146953 64184503 64331456 165286413 Schedule D, Part III, Line 4 Collections of art - description of collections 1. COLLECTIONS HELD BY THE UNIVERSITY INCLUDE THE SCHINGOETHE COLLECTION OF NATIVE AMERICAN MATERIALS AND ARTIFACTS. TYPICALLY, EACH YEAR, THE SCHINGOETHE CENTER HOSTS A VARIETY OF EVENTS AND PROGRAMS DESIGNED TO HELP INFORM ABOUT MANY ASPECTS OF NATIVE AMERICAN CULTURES, BOTH IN HISTORICAL AND CONTEMPORARY CONTEXTS. 2. THE JENKS COLLECTION OF ADVENTIST MATERIAL IS THE SECOND LARGEST COLLECTION OF HISTORIC ADVENT CHRISTIAN BOOKS, MURALS, PHOTOGRAPHS AND OTHER MATERIALS THAT ARE AVAILABLE FOR RESEARCH. THE JENKS COLLECTION IS MANAGED WITHIN THE PHILLIPS LIBRARY. Schedule D, Part IV, Line 2b Explanation of escrow agreement AURORA UNIVERSITY HAS CUSTODIAL ACCOUNT LIABILITIES FOR THE VARIOUS STUDENT ORGANIZATIONS. Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS OF THE UNIVERSITY PROVIDE SCHOLARSHIP, OPERATIONAL AND FACILITIES SUPPORT TO THE UNIVERSITY AND ITS LOCATIONS IN AURORA, ILLINOIS, WILLIAMS BAY, WISCONSIN AND WOODSTOCK, ILLINOIS. MANY OF THE FUNDS ARE RESTRICTED TO SCHOLARSHIP PURPOSES, HOWEVER A SUBSTANTIAL AMOUNT OF FUNDS ARE BOARD DESIGNATED, OR QUASI-ENDOWMENT FUNDS PROVIDING STRATEGIC FINANCIAL RESOURCES TO THE UNIVERSITY. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote On September 4, 1941, the University was recognized as a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code and, except for taxes pertaining to unrelated business income, is exempt from federal and state income taxes. No provision has been made for income taxes in the accompanying financial statements, as the University has had no significant unrelated business income. The University is not classified as a private foundation. Management has determined there are no material uncertain positions that require recognition in the financial statements. There is no interest or penalties recognized in the statements of activities or statements of financial position. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 ADJUSTMENT OF ANNUITIES - -61583 CHANGEIN FAIR VALUE OF INTEREST RATE SWAP - 308436 CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST - -1755 COST OF GOODS SOLD FROM INVENTORY - 573962 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements SCHOLARSHIPS - 42243084 ILLINOIS MAP GRANT - 12509974 GOVERNMENT PELL GRANT - 9431445 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Cost of Goods Sold - 573962 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements SCHOLARSHIPS - 42243084 ILLINOIS MAP GRANT - 12509974 GOVERNMENT PELL GRANT - 9431445 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY A STATEMENT INDICATING THE UNIVERSITY'S NON DISCRIMINATORY POLICY IS INCLUDED IN ALL BROCHURES, CATALOGS, AND ANNOUNCEMENTS DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS, AND IS PRESENT ON THE UNIVERISITY'S WEBSITE. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT AURORA UNIVERSITY RECEIVED FINANCIAL AID FROM GOVERNMENTAL AGENCIES WHICH INCLUDE THE DEPARTMENT OF EDUCATION. Central America and the Caribbean 0 0 Investments N/A 4326011 0 0 0 0 0 0 4326011 0 4326011 false false false true false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual true SCHOLARSHIPS 4334 64071949 ILLINOIS NURSE EDUCATOR GRANTS 1 10000 IL STATE BOARD OF ED RESIDENCY GRANT 2 12238 UNIVERSITY EMERGENCY FUND 1 2473 HLC Grant 28 1400 HEERF 330238 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE FINANCIAL AID OFFICE CLOSELY MONITORS ANY CHANGES IN THE STATUS OF FINANCIAL AWARD RECIPIENTS THAT WOULD RESULT IN A CORRESPONDING CHANGE IN THE AMOUNT OF AID AWARDED. ANY SUCH CHANGES ARE AUTOMATICALLY DETECTED AND REPORTED BY A SERIES OF SPECIAL REPORTS THAT ARE RUN ON A REGULAR BASIS. MOREOVER, THE OFFICE OF STUDENT ACCOUNTS ENSURES THAT THE CHARGES TO WHICH THE FINANCIAL AID AWARDS ARE APPLIED ARE CONSISTENT WITH THE INTENDED USE OF THE AWARDS. X true true X X X X X X false false false false false false false true false Rebecca L Sherrick President (Thru Spring 2023) 608564 0 75000 0 44687 0 18300 0 10949 0 757500 0 0 0 Sharon W Maxwell Treas & SVP for Business & Finance 267505 0 10000 0 963 0 16080 0 19123 0 313671 0 0 0 Lora L de Lacey EXECUTIVE VICE PRESIDENT 284091 0 0 0 0 0 17492 0 20105 0 321688 0 0 0 John A Prall Vice President for Academic Affairs 316450 0 0 0 966 0 18300 0 422 0 336138 0 0 0 Jeffrey A King Executive Vice President and Chief Operating Officer 284724 0 10000 0 1806 0 17489 0 19902 0 333921 0 0 0 Donald Beebe Head Football Coach 255150 0 3583 0 1796 0 10000 0 19410 0 289939 0 0 0 Deborah Maue Senior Vice President for Enrollment and Marketing 246489 0 10000 0 1754 0 2600 0 19739 0 280582 0 0 0 Margaret Howes Senior Vice President for Advancement 216748 0 10000 0 1493 0 11500 0 20009 0 259750 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use THE TOTAL PRESIDENTIAL COMPENSATION PACKAGE INCLUDES A HOUSING ALLOWANCE. THE HOUSING ALLOWANCE IS TREATED AS TAXABLE COMPENSATION. Schedule J, Part I, Line 7 Non-fixed payments CERTAIN EMPLOYEES RECEIVED DISCRETIONARY MERIT BONUSES BASED ON THEIR PERFORMANCE. A CITY OF AURORA KANE DUPAGE WILL AND KENDALL COUNTY 366005778 051648BG7 2019-12-12 26245000 REFUND PRIOR 2004 BOND ISSUE & REFINANCE false false false B CITY OF AURORA KANE DUPAGE WILL AND KENDALL COUNTY 366005778 051648BJ1 2020-01-16 15245000 TO FINANCE VARIOUS CAPITAL EXPENDITURES false false false A 0 0 26245000 0 0 0 426649 0 0 0 25818351 0 2019 true true true true B 0 0 15245000 0 0 0 242970 0 0 15002030 0 0 2022 false false true true A false false false false 0.0 0.0 0.0 false false true B false false false false 0.0 0.0 0.0 false false true A false true false false true true BMO CAPITAL MARKETS 6.0 false false false false true B false true false false true true BMO CAPITAL MARKETS 6.0 false false false false true A true B true NA N/A 40224 EMPLOYEE TUITION REMISSION TUITION ASSISTANCE Schedule L, Part III grants and assistance benefiting interested persons COLLEGES, UNIVERSITIES, AND PRIMARY AND SECONDARY SCHOOLS ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY PROVIDED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE. PURSUANT TO THE IRS INSTRUCTIONS TO FORM 990, SCHEDULE L, PART III, COLUMNS (A) AND (B) HAVE BEEN LEFT BLANK. X 5 412915 Market value false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of contributions Form 990, Part VI, Line 15b Compensation of other officers and key employees COMPENSATION FOR OFFICERS AND KEY EMPLOYEES, WHEN APPLICABLE, OF THE UNIVERSITY IS REVIEWED ON AN ANNUAL BASIS. COMPARABLE MARKET DATA IS USED BY THE HUMAN RESOURCE DEPARTMENT AND PRESIDENT WHEN EVALUATING AN INDIVIDUAL'S COMPENSATION AND CHANGES TO COMPENSATION ARE DOCUMENTED IN DETAIL IN THE EMPLOYEE'S RECORD. CHANGES IN COMPENSATION ARE APPROVED BY THE PRESIDENT, AS WELL AS THROUGH THE BOARD OF TRUSTEES THROUGH THE ANNUAL BUDGETARY PROCESS. Form 990, Part VI, Line 1a Delegate broad authority to a committee PURSUANT TO ARTICLE V, SECTION 3 OF THE BYLAWS, The EXECUTIVE COMMITTEE shall be responsible for discharging any and all of the powers of the board of trustees as permitted by law when the full body is not in session. In addition, the committee shall oversee the development and the implementation of the institution's strategic and operating plans. THE CHAIR OF THE BOARD OF TRUSTEES SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE COMMITTEE SHALL MEET A MINIMUM OF TWO TIMES ANNUALLY AND SHALL SUBMIT REGULAR REPORTS TO THE BOARD OF TRUSTEES. SPECIAL MEETINGS MAY BE CALLED BY THE CHAIR, THE PRESIDENT OR AT LEAST THREE MEMBERS OF THE COMMITTEE. ALL MEMBERS OF THE BOARD OF TRUSTEES SHALL RECEIVE NOTIFICATIONS REGARDING MEETINGS OF THE EXECUTIVE COMMITTEE AND ARE WELCOME UPON INVITATION TO PARTICIPATE IN SUCH SESSIONS. THE MEMBERS OF THE EXECUTIVE COMMITTEE, IN ADDITION TO THE CHAIR AND THE PRESIDENT OF THE UNIVERSITY, SHALL BE THE VICE CHAIR(S) OF THE BOARD, THE IMMEDIATE PAST CHAIR OF THE BOARD (OR THE MOST IMMEDIATE PAST CHAIR ELIGIBLE TO SIT ON THE COMMITTEE), THE CHAIRS OF THE STANDING COMMITTEES AND ONE OR MORE AT-LARGE TRUSTEE MEMBERS APPOINTED BY THE CHAIR OF THE BOARD OF TRUSTEES AT THE ANNUAL MEETING. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons John D. Simms - Family relationship, Michelle Simms - Family relationship Form 990, Part VI, Line 11b Review of form 990 by governing body AUDIT COMMITTEE MEMBERS AND THE CHAIRS OF THE TRUSTEE AND COMPENSATION COMMITTEES, AND CHAIRMAN OF THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR REVIEWING THE DRAFT FORM 990 PRIOR TO FILING. THE DRAFT FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy THE BOARD SECRETARY OF THE TRUSTEES IS CHARGED WITH CONTACTING ALL BOARD MEMBERS TO COMPLETE THE ANNUAL CONFLICT OF INTEREST FORM. FOR STAFF, THE VICE PRESIDENT FOR FINANCE SENDS A REQUEST TO ALL STAFF WHO ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST FORM. FOLLOW-UP REQUESTS ARE MADE UNTIL THE FORM HAS BE COMPLETED. THE CHAIR OF THE TRUSTEE COMMITTEE REVIEWS ALL CONFLICT OF INTEREST STATEMENTS SUBMITTED BY ALL TRUSTEES. IF CONFLICTS REQUIRE ADDITIONAL REVIEW, THE UNIVERSITY BY-LAWS PROVIDES FOR A SPECIAL COMMITTEE TO BE FORMED TO ADDRESS SUCH CONFLICTS. IN ADDITION, CONFLICTS OF INTEREST DISCUSSION IS ON ALL MEETING AGENDAS. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE PRESIDENT'S COMPENSATIONA ON AN ANNUAL BASIS. COMPARABLE MARKET DATA IS USED BY THE HUMAN RESOURCE DEPARTMENT AND PRESIDENT WHEN EVALUATING AN INDIVIDUAL'S COMPENSATION AND CHANGES TO COMPENSATION ARE DOCUMENTED IN DETAIL IN THE EMPLOYEE'S RECORD. CHANGES IN THE COMPENSATION ARE APPROVED BY THE PRESIDENT, AS WELL AS THROUGH THE BOARD OF TRUSTEES THROUGH THE ANNUAL BUDGET PROCESS. Form 990, Part VI, Line 19 Required documents available to the public THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Fines & Fees - Total Revenue: 345693, Related or Exempt Function Revenue: 345693, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Sporting Events & Camps - Total Revenue: 295529, Related or Exempt Function Revenue: 295529, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Miscellaneous - Total Revenue: 20675, Related or Exempt Function Revenue: 7291, Unrelated Business Revenue: 13384, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees DEBT SERVICE - Total Expense: 409691, Program Service Expense: 0, Management and General Expenses: 409691, Fundraising Expenses: 0; FACILITIES MAINTENANCE - Total Expense: 3939612, Program Service Expense: 3406940, Management and General Expenses: 458255, Fundraising Expenses: 74417; FOOD SERVICE - Total Expense: 4718332, Program Service Expense: 4718332, Management and General Expenses: 0, Fundraising Expenses: 0; OFFICIATING - Total Expense: 115656, Program Service Expense: 115656, Management and General Expenses: 0, Fundraising Expenses: 0; ONLINE CLASS MGMT/IT - Total Expense: 7434371, Program Service Expense: 7434371, Management and General Expenses: 0, Fundraising Expenses: 0; PERFORMANCE HONORARIA - Total Expense: 242000, Program Service Expense: 242000, Management and General Expenses: 0, Fundraising Expenses: 0; OTHER - Total Expense: 4210356, Program Service Expense: 3382148, Management and General Expenses: 809419, Fundraising Expenses: 18789; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in fair value of interest rate swap agreements - 308436; Adjustment of liability for annuities - -61583; Change in value of beneficial interest in perpetual trusts - -1755;