2025-04-14T10:28:01-05:00 2024-05-31 620428728 REYNOLDS BONE & GRIESBECK PLC 5100 WHEELIS DRIVE SUITE 300 MEMPHIS TN 381174568 990 2023-06-01 620476666 CHRISTIAN BROTHERS UNIVERSITY CHRI 9013213380 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 RONALD L BRANDON VP - ADMINISTRATION & FINANCE 9013213380 2025-04-14 1 1 KELLY S CROW P01519168 9016822431 2025-03-27 2023 2025-03-06 01:10:19Z RONALD L BRANDON 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 105556304 0 X WWW.CBU.EDU X 1871 TN SEE SCHEDULE O 24 24 806 24 983 0 10414424 12968812 48844971 47908045 -639638 910309 6780065 7043597 65399822 68830763 24456094 23522628 0 0 27525871 28323005 0 0 856654 20230228 18807644 72212193 70653277 -6812371 -1822514 92597874 100031332 9022563 15182233 83575311 84849099 X SEE SCHEDULE O 0 0 56973942 23522628 48447240 PRIVATE CATHOLIC UNIVERSITY OFFERING UNDERGRADUATE AND GRADUATE DEGREES IN THE TRADITION OF THE CHRISTIAN BROTHERS. THE PRINCIPAL ACTIVITY OF CBU IS TO PROVIDE ADVANCED STUDY TO STUDENTS IN AN INTER-FAITH EDUCATIONAL COMMUNITY. 56973942 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 98 0 1 806 1 0 0 0 0 1 1 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X RON BRANDON 9013213380 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 EMILY SAWYER GREER CHAIRMAN 2.00 X 0 0 0 MICHAEL E KEENEY VICE CHAIRMAN 2.00 X 0 0 0 PAUL POSEY TREASURER 2.00 X 0 0 0 CATHY ROSS SECRETARY 2.00 X 0 0 0 RAEGAN COOK NAB PRESIDENT 2.00 X 0 0 0 LOUIS F BO ALLEN JR CHAIRMAN 2.00 X 0 0 0 ROBERT H BUCKMAN TRUSTEE 2.00 X 0 0 0 BR FRANCIS CARR FSC TRUSTEE 2.00 X 0 0 0 JUDGE J ROBERT CARTER TRUSTEE 2.00 X 0 0 0 DR JASON CHANDLER TRUSTEE 2.00 X 0 0 0 BR PATRICK CONWAY TRUSTEE 2.00 X 0 0 0 TYREE DANIELS TRUSTEE 2.00 X 0 0 0 RICHARD L ERICKSON JR TRUSTEE 2.00 X 0 0 0 BR MICHAEL FEHRENBACH TRUSTEE 2.00 X 0 0 0 ROBERT HALL TRUSTEE 2.00 X 0 0 0 MAX MALONEY TRUSTEE 2.00 X 0 0 0 BISHOP ROBERT MARSHALL JR TRUSTEE 2.00 X 0 0 0 FRANK MILEY TRUSTEE 2.00 X 0 0 0 BR DAVID POOS TRUSTEE 2.00 X 0 0 0 PAUL POSSEY JR TRUSTEE 2.00 X 0 0 0 BEVERLY ROBERTSON TRUSTEE 2.00 X 0 0 0 CHRISTOPHER SINGER TRUSTEE 2.00 X 0 0 0 DR ALTHA STEWART TRUSTEE 2.00 X 0 0 0 SCOT STRUMMINGER TRUSTEE 2.00 X 0 0 0 DAVID L ARCHER PRESIDENT OF THE UNIVERSIT 40.00 X X 245106 0 12933 RONALD L BRANDON VP - ADMINISTRATION & FINA 40.00 X 223068 0 19494 PHILLIP SMITH ASSOCIATE PROFESSOR PA PROGRAM 40.00 X 196427 0 9525 FARIS MALHAS DEAN OF THE SCHOOL OF ENGINEERING 40.00 X 184357 0 3296 L YU LIN PROFESSOR CIVIL-ENV ENGR 40.00 X 167004 0 12554 PAUL HAUGHT VP ACADEMICS 40.00 X 165329 0 3042 LYDIA ROSENCRANTS INTERIM VP ACADEMICS 40.00 X 160742 0 18904 1342033 0 79748 33 1 1 0 BELFOR USA GROUP INC 1656 SHELBY OAKS DRIVE MEMPHIS TN 38134 RESTORATION/CONSTRUCTION 4661364 ARAMARK CORPORATION - FOOD SERVICES 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 CAFETERIA SERVICES 2369860 LINKOUS CONSTRUCTION CO INC 1661 AARON BRENNER DRIVE MEMPHIS TN 38120 CONSTRUCTION 2199601 ARAMARK CORPORATION - FACILITY SERVICES 650 EAST PARKWAY SOUTH MEMPHIS TN 38104 GROUNDS/LANDSCAPING SERVICES 1292308 ZELLNER CONSTRUCTION SERVICES LLC 2926 RIDGEWAY ROAD MEMPHIS TN 38115 CONSTRUCTION 831142 29 605350 12363462 651273 12968812 TUITION & FEES 611310 47908045 47908045 47908045 1069604 983 1068621 5110120 0 5110120 5110120 5110120 36537193 36672782 23706 -135589 -23706 -159295 -159295 34655 29053 5602 5602 INSURANCE CLAIM 611310 1183371 1183371 OTHER INCOME 611310 539195 539195 ATHLETIC DEPARTMENT REVENUE 611310 168379 168379 36930 36930 1927875 68830763 48447240 983 7413728 X 23522628 23522628 535550 95001 302395 138154 22062957 17666395 3990043 406519 1078412 818520 216845 43047 2995828 2112109 749724 133995 1650258 1252555 331830 65873 220025 35839 184186 86485 14087 72398 6080098 3022252 3028838 29008 97630 37495 60135 782400 430221 348307 3872 1240394 354658 881380 4356 1539011 1062483 469859 6669 1040884 857121 183470 293 45910 28343 17567 368152 368152 3558216 3122798 435418 683058 543714 135246 4098 BOOKS & PERIODICALS 1123742 324641 798596 505 RECRUITING 777838 746864 30974 OTHER EXPENSES 563902 119606 424769 19527 CAMPUS & STUDENT ACTIVI 375108 341885 32485 738 224791 96575 128216 70653277 56973942 12822681 856654 4857755 5634753 3629201 0 3919676 3108006 962206 2547566 305737 104237 491557 399670 108759419 64206248 40786596 44553171 32010536 36199412 803900 803900 4830710 6680617 92597874 100031332 2736200 4363212 3238754 2172834 884424 678136 3999000 2163185 3969051 9022563 15182233 X 36377125 42710996 47198186 42138103 83575311 84849099 92597874 100031332 -1822514 3096302 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1988400 X X 0 41013467 1454031 3882852 1263536 755901 44330913 46210324 266083 -670696 1280334 3511910 41013467 49827219 393645 -2051250 1232479 726811 46210324 40352411 243248 10645762 982723 431479 49827219 41245705 423265 300815 1163030 454344 40352411 0.33000 0.67000 0 0 1120371 1120371 58987790 28436090 30551700 18688846 8991477 9697369 25872974 24764137 1108837 4089438 2014544 2074894 44553171 FINE ARTS 1988400 CHARITABLE GIFT ANNUITY 881389 OPERATING ROU ASSET 784165 FINANCE ROU ASSET 3026663 6680617 STUDENT DEPOSITS 16800 AMOUNTS HELD IN TRUST FOR OTHERS 124358 REFUNDABLE GOVERNMENT LOAN FUNDS 101492 OPERATING LEASE LIABILITY 747277 FINANCE LEASE LIABILITY 2979124 3969051 X 48433490 3096302 29053 3125355 45308135 23522628 23522628 68830763 47159702 29053 29053 47130649 23522628 23522628 70653277 PART III, LINE 4: THE BEVERLY & SAM ROSS GALLERY AT CHRISTIAN BROTHERS UNIVERSITY AIMS TO CREATE AN ATMOSPHERE THAT ENCOURAGES ARTISTIC EXPERIMENTATION WITH A FOCUS ON CONTEMPORARY ARTISTIC PRACTICES AND THEORY. THE GALLERY CONTRIBUTES TO THE ACADEMIC RESEARCH AND TEACHING OF CHRISTIAN BROTHERS UNIVERSITY. THE GALLERY'S PROGRAMING FOCUSES ON STUDENT LEARNING THROUGH WORKSHOPS, LECTURES, AND SPECIAL PROJECTS WHILE AIMING TO CONNECT THE SCHOOL'S LEGACY OF SOCIAL JUSTICE AND SERVICE TO OUR COMMUNITY THROUGH THE ARTS. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 115 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY U.S. GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. PART X, LINE 2: THE UNIVERSITY IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ACCORDINGLY IS EXEMPT FROM FEDERAL INCOME TAXES. THE UNIVERSITY HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF MAY 31, 2024, AND THERE ARE NO INTERESTS AND PENALTIES RELATED TO INCOME TAX ASSESSMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH FUNDRAISING REVENUES 29,053. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID NETTED WITH TUITION REVENUE 23,522,628. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH FUNDRAISING REVENUES 29,053. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID NETTED WITH TUITION REVENUE 23,522,628. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY'S EQUAL OPPORTUNITY STATEMENT AND NONDISCRIMINATION POLICY ARE INCLUDED IN ALL OFFICIAL LITERATURE AND PROMOTIONAL MATERIAL INCLUDING THE STUDENT COURSE CATALOG, THE EMPLOYEE HANDBOOK, AND EMPLOYEE ADVERTISEMENTS. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY HAS BEEN ASSISTED BY LOANS IN THE CONSTRUCTION OF TWO STUDENT DORMITORIES, A STUDENT CENTER, A LIBRARY AND A SCIENCE BUILDING. TOTAL FINANCIAL ASSISTANCE RECEIVED FROM FEDERAL AGENCIES: FEDERAL PELL GRANT PROGRAM $2,274,365 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS PROGRAM $167,387 FEDERAL WORK-STUDY PROGRAM $115,965 FEDERAL DIRECT LOAN PROGRAM $8,496,201 FUND FOR THE IMPROVEMENT OF POSTSECONDARY EDUCATION $231,672 PHYSICIAN ASSISTANT TRAINING IN PRIMARY CARE $147,543 NATIONAL INSTITUTE OF DIABETES AND DIGESTIVE AND KIDNEY DISEASES $89,699 PASS-THROUGH FROM THE TENNESSEE ARTS COMMISSION $7,300 PASS-THROUGH FROM TENNESSEE SPACE GRANT-CONSORTIUM - VANDERBILT UNIVERSITY $24,460 EDUCATION AND HUMAN RESOURCES $65,978 TOTAL EXPENDITURES OF FEDERAL AWARDS: $11,620,570 BELL TOWER GALA 34655 34655 9007 20046 34655 34655 9007 20046 29053 5602 1 INSTITUTIONAL SCHOLARSHIPS 1183 21504640 INSTITUTIONAL GRANTS 443 1291301 TUITION DISCOUNTS 323 726687 PART I, LINE 2: ALL INSTITUTIONAL MONEY, GRANTS, ETC. FOLLOW THE FINANCIAL AID MATRIX THAT WAS DESIGNED AND APPROVED BY THE PRESIDENT'S CABINET, OR IF MONEY WAS DONATED FOR SPECIFIC PURPOSES, BY THE WISHES OF THE INDIVIDUAL DONOR. X 1 0 X 0 0 0 0 0 0 0 0 0 DAVID L ARCHER PRESIDENT OF THE UNIVERSIT 245106 0 0 0 0 0 2988 0 9945 0 258039 0 0 0 RONALD L BRANDON VP - ADMINISTRATION & FINA 223068 0 0 0 0 0 2718 0 16776 0 242562 0 0 0 PHILLIP SMITH ASSOCIATE PROFESSOR PA PROGRAM 196427 0 0 0 0 0 2151 0 7374 0 205952 0 0 0 FARIS MALHAS DEAN OF THE SCHOOL OF ENGINEERING 184357 0 0 0 0 0 2316 0 980 0 187653 0 0 0 L YU LIN PROFESSOR CIVIL-ENV ENGR 167004 0 0 0 0 0 2397 0 10157 0 179558 0 0 0 PAUL HAUGHT VP ACADEMICS 165329 0 0 0 0 0 2158 0 884 0 168371 0 0 0 LYDIA ROSENCRANTS INTERIM VP ACADEMICS 160742 0 0 0 0 0 2120 0 16784 0 179646 0 0 0 567645 TUITION REMISSION DISCOUNTED TUITION FOR EMPLOYEES AND THEIR FAMILIES X 9 600857 X EQUIPMENT 2 48000 FMV X PLANE TICKETS 2 1366 FMV X HOTEL 1 1000 FMV X JEWELRY 1 50 FMV 0 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: CHRISTIAN BROTHERS UNIVERSITY IS A PRIVATE, NOT-FOR-PROFIT, CATHOLIC INSTITUTION WHOSE PRINCIPAL ACTIVITY IS TO PROVIDE ADVANCED STUDY TO STUDENTS IN AN INTER-FAITH EDUCATIONAL COMMUNITY. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: CHRISTIAN BROTHERS UNIVERSITY IS A PRIVATE, CATHOLIC COMPREHENSIVE UNIVERSITY COMMITTED TO PREPARING STUDENTS OF ALL FAITHS AND BACKGROUNDS TO EXCEL IN THEIR PROFESSIONAL AND PUBLIC LIVES BY PROVIDING CHALLENGING EDUCATIONAL OPPORTUNITIES IN THE ARTS, BUSINESS, ENGINEERING, THE SCIENCES, AND TEACHER EDUCATION. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT AND FINANCE COMMITTEES REVIEW THE 990, AND AN ELECTRONIC COPY IS SENT TO THE FULL BOARD WHO WILL VOTE ON ACCEPTANCE AND SUBMISSION OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO JOINING THE BOARD, MEMBERS ARE MADE AWARE OF THE CONFLICT OF INTEREST POLICY. EACH YEAR, BOARD MEMBERS ARE ASKED TO COMPLETE A QUESTIONNAIRE DISCLOSING ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S SALARY IS DETERMINED BY THE BOARD OF TRUSTEES ALONG WITH ANNUAL CUPA SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE ENTITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 11,263. MANAGEMENT AND GENERAL EXPENSES 57,884. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,147. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 3,010,989. MANAGEMENT AND GENERAL EXPENSES 2,970,954. FUNDRAISING EXPENSES 29,008. TOTAL EXPENSES 6,010,951. FORM 990, PART IX, LINE 24E DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 96,575. MANAGEMENT AND GENERAL EXPENSES 128,216. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 224,791. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED.