2026-04-11T22:20:46+00:00 2025-05-31 440160260 Forvis Mazars LLP 211 N Broadway Suite 600 Saint Louis MO 631022733 990 2024-06-01 430653369 Maryville University - St Louis MARY 3145299300 650 Maryville University Dr St Louis MO 63141 STEVEN MANDEVILLE TREASURER, VP OF FIN/FAC 3145299300 2026-04-12 true Troy Lindsey P01041237 3142315544 2026-04-12 2024 2025-03-06 01:10:19Z DR MARK LOMBARDI 650 Maryville University Dr St Louis MO 63141 181772620 false X WWW.MARYVILLE.EDU X 1971 MO MARYVILLE UNIVERSITY IS ONE OF THE OUTSTANDING PRIVATE UNIVERSITIES IN THE MIDWEST (CONTINUED ON SCHEDULE O) 27 26 2366 29 0 0 9859891 6958888 164598231 165678888 2386106 3709825 3672691 -4662042 180516919 171685559 45217468 48168719 0 0 65953389 65596150 0 0 691515 70601438 60284554 181772295 174049423 -1255376 -2363864 273811922 286744054 104546370 114835870 169265552 171908184 MARYVILLE UNIVERSITY IS ONE OF THE OUTSTANDING PRIVATE UNIVERSITIES IN THE MIDWEST OFFERING AN INNOVATIVE LIBERAL ARTS EDUCATION LEADING TO EXCELLENT ACADEMIC AND PROFESSIONAL PROGRAMS IN THE ARTS AND SCIENCES, HEALTH PROFESSIONS, EDUCATION AND BUSINESS THAT PREPARE STUDENTS FOR A LIFE OF ENGAGEMENT AND ACHIEVEMENT IN MULTIPLE FIELDS OF ENDEAVOR. false false 114518573 46476963 153503589 INSTRUCTION OF APPROXIMATELY 8,811 STUDENTS. 17495514 0 506181 STUDENT SERVICES TO INCLUDE OFFICES OF STUDENT ACTIVITIES, ATHLETICS, ADMISSIONS, CAMPUS MINISTRY AND PERSONNEL COUNSELING. 10736688 1691756 12175299 AUXILIARY ENTERPRISES TO INCLUDE OPERATION OF ON-CAMPUS RESIDENCE HALLS AND APARTMENTS, CAMPUS DINING FOR STUDENTS AND STAFF, AND OPERATION OF THE UNIVERSITY BOOKSTORE. 142750775 true true false false false false false false false true true true false false true false true false true false true false false false true false false false true true true false false false false false false false false false false true false false false false false false false false false true X 306 0 true 2366 true false true CJ false false false true true false false false false true false X 27 26 false false false false false false false true true false false false false true true true true true true false false false X DR STEVEN MANDEVILLE 3145296849 650 MARYVILLE UNIVERSITY DR ST LOUIS MO 63141 DR MARK LOMBARDI PRESIDENT 40.0 0.0 X X 1554640 0 101493 MR CHRISTOPHER M CHADWICK CHAIR & TRUSTEE 1.0 0.0 X X 0 0 0 MR JAMES D WHALEN VICE CHAIR & TRUSTEE 1.0 0.0 X X 0 0 0 DR CARLOTTA S SANSONE PHD TRUSTEE 1.0 0.0 X 0 0 0 DR FLINT FOWLER PHD TRUSTEE 1.0 0.0 X 0 0 0 DR MARY E WALKER PHD TRUSTEE 1.0 0.0 X 0 0 0 MR ANDREW J CLYNE TRUSTEE 1.0 0.0 X 0 0 0 MR ANTHONY THOMPSON TRUSTEE 1.0 0.0 X 0 0 0 MR BODIE MARX TRUSTEE 1.0 0.0 X 0 0 0 MR DENNIS L HUMMEL TRUSTEE 1.0 0.0 X 0 0 0 MR JAMES STOLZE TRUSTEE 1.0 0.0 X 0 0 0 MR KEITH M ALPER TRUSTEE 1.0 0.0 X 0 0 0 MR LOUIS DUBUQUE TRUSTEE 1.0 0.0 X 0 0 0 MR NORMAN L EAKER TRUSTEE 1.0 0.0 X 0 0 0 MR PAUL SCHWETZ TRUSTEE 1.0 0.0 X 0 0 0 MR RICHARD C GOLDMAN TRUSTEE 1.0 0.0 X 0 0 0 MR ROBERT W COCKERHAM TRUSTEE 1.0 0.0 X 0 0 0 MR STUART L BLOCK TRUSTEE 1.0 0.0 X 0 0 0 MR WILLIAM A DONIUS TRUSTEE 1.0 0.0 X 0 0 0 MS ANN C MARR TRUSTEE 1.0 0.0 X 0 0 0 MS BETH RUDDEN TRUSTEE 1.0 0.0 X 0 0 0 MS GLORIA G BAHN TRUSTEE 1.0 0.0 X 0 0 0 SR C SHERIDAN SMITH RSCJ TRUSTEE 1.0 0.0 X 0 0 0 SR JEAN M BARTUNEK RSCJ TRUSTEE 1.0 0.0 X 0 0 0 SR LYNNE LIEUX RSCJ TRUSTEE 1.0 0.0 X 0 0 0 SR MARGARET E STROM RSCJ TRUSTEE 1.0 0.0 X 0 0 0 SR PAULA S GRUNER RSCJ TRUSTEE 1.0 0.0 X 0 0 0 DR STEVEN MANDEVILLE TREASURER, VP OF FINANCE AND FACILITIES 40.0 0.0 X 523631 0 60908 JESSICA NORRIS SECRETARY, CHIEF ADMIN OFFICER 40.0 0.0 X 345080 0 33721 DANIEL CLERKE DIRECTOR OF ESPORTS 40.0 0.0 X 413764 0 24616 DR JENNIFER MCCLUSKEY VP FOR STUDENT SUCCESS 40.0 0.0 X 268824 0 39922 DR NINA CALDWELL CHIEF COMMUNITY CARE PARTNER 40.0 0.0 X 319936 0 40586 MS LARAINE DAVIS VP FOR COMMUNITY AND GOVERNMENT RELATIONS 40.0 0.0 X 304872 0 31342 PHILIP KOMARNY CHIEF INNOVATION OFFICER 40.0 0.0 X 670108 0 41808 4400855 0 374396 122 false true false EMBANET-COMPASS KNOWLEDGE GROUP 330 HUDSON STREET NEW YORK NY 10013 ONLINE PROGRAM DEVELOPMENT 20773691 2U INC 7900 Harkins Road Lanham MD 20706 ONLINE DEGREE PROGRAMS 6655957 FRESH IDEAS LLC 1000 W NIFONG BLVD BLDG 3 STE 200 COLUMBIA MO 65203 FOOD SERVICES 4484300 Salesforcecom Inc 415 Mission Street 3rd Floor San Francisco CA 94105 Technology Solutions 3020542 RedShelf Inc 500 North Dearborn Street Chicago IL 60654 COURSE MATERIALS 2458318 73 119301 1504019 5335568 21119 6958888 STUDENT TUITION & FEES 611600 153503589 153503589 HOUSING 721310 12171449 12171449 STORE SALES 453000 3850 3850 0 0 0 0 165678888 1829153 1829153 243201 243201 0 243201 243201 11868370 35494 9987698 35494 1880672 0 1880672 1880672 83320 119301 63869 19451 19451 MISCELLANEOUS REVENUE 900099 2402041 2402041 CAMP REVENUES 611600 506181 506181 EARNINGS IN EQUITY INVESTMENT 900099 -4792520 -4792520 -3040396 0 0 -3040396 -4924694 171685559 166185069 0 -1458398 48168719 48168719 0 0 2866977 2866977 52803755 43448587 8821730 533438 2537665 2091221 446444 7387753 5697383 1690370 835604 835604 258529 258529 4678201 1741313 2936888 0 2020146 866606 1153540 2173493 1152567 862849 158077 10224415 5651494 4572921 3383118 2770317 612801 459365 362908 96457 2780402 2780402 11405958 11405958 1087737 1087737 BAD DEBT 4579346 4579346 MEALS & FOOD SERVICE 4288506 4045908 242598 ATHLETICS & STUDENT CLUBS 3644478 3644478 BOOKS & INSTRUCTIONAL MATERIAL 582752 582752 7882504 7252425 630079 0 174049423 142750775 30607133 691515 2898814 14007220 2947792 2761846 12905581 12788083 16153158 16403662 0 0 0 0 5381697 3651901 302251205 160458086 141280291 141793119 63474555 68823328 17534269 20009893 4232408 7003357 6505002 273811922 286744054 22312798 26580378 147261 148350 21035702 22174313 58989290 56428077 0 0 2061319 9504752 104546370 114835870 X 131354744 131210920 37910808 40697264 169265552 171908184 273811922 286744054 -2363864 5006496 0 X false true true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80287156 1175346 7943029 493077 162700 0 88749754 68824391 503821 11455557 444928 -110608 162293 80287156 68302541 312192 934368 411821 173579 139310 68824391 71575922 903670 -3331862 543188 146628 155373 68302541 53575618 606515 19620946 479552 1649470 98135 71575922 0.6213 0.2422 0.1365 false false 4744019 4744019 166318922 68037600 98281322 0 0 0 94893813 74967392 19926421 36294451 17453094 18841357 141793119 Closely-held equity interests Financial derivatives Alternative Strategies 18038893 F Real Estate 1971000 F 20009893 Federal Income Taxes Annuities Payable 1177746 Operating Lease Liability 264760 Software Development Financing 8062246 9504752 128587205 5006496 63869 5070365 123516840 48168719 48168719 171685559 125944573 63869 63869 125880704 48168719 48168719 174049423 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds TO PROVIDE LONG TERM INVESTMENT INCOME IN EXCESS OF INFLATION AND TO PROVIDE 5% OF THE THREE-YEAR MOVING MARKET INVESTMENT AVERAGE OF THE ENDOWMENT TO HELP FUND OPERATIONS AND ENDOWED EXPENSES, AS NEEDED. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 SPECIAL EVENT EXPENSES - 63869 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements SCHOLARSHIPS NETTED WITH REVENUES FOR AUDIT - 48168719 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 SPECIAL EVENT EXPENSES - 63869 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements SCHOLARSHIPS NETTED WITH REVENUES FOR AUDIT - 48168719 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 THE UNIVERSITY REGULARLY PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN NEWSPAPERS AND BROADCAST MEDIA, AND IS AVAILABLE AT ALL TIMES ON THEIR WEBSITE. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THE UNIVERSITY REGULARLY RECEIVES STUDENT AID IN THE FORM OF PELL GRANTS, STUDENT EDUCATIONAL OPPORTUNITY GRANTS, COLLEGE WORK STUDY AND OTHER VARIOUS GRANTS DESIGNED TO AID INDIVIDUALS IN THE PURSUIT OF HIGHER EDUCATION. OTHER GOVERNMENT GRANTS ARE RECEIVED FROM TIME TO TIME AND REVIEWED BY THE SCHOOL'S BUSINESS OFFICE AND THE PRESIDENT TO ENSURE FUNDS APPLIED FOR ARE WITHIN THE SPIRIT OF FURTHERING THE PURSUIT OF HIGHER EDUCATION AS STATED IN THE SCHOOL'S MISSION STATEMENT. Central America and the Caribbean 0 0 Investments 17030333 Central America and the Caribbean 0 0 Investments 104525 0 0 0 0 0 0 17134858 0 17134858 true false false true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual WALKER CLINIC 116351 116351 0 0 0 3065 16699 1720 1348 MU GOLF CLASSIC 55561 0 55561 0 0 21333 0 0 886 2 30709 2950 27759 1250 964 11764 3020 0 1820 202621 119301 83320 1250 964 36162 19719 1720 4054 63869 19451 true Institutional Financial Aid 3087 48168719 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds MARYVILLE UNIVERSITY USES FINANCIAL AID COMPUTER SOFTWARE THAT PROVIDES ALL DETAILS OF FINANCIAL AID AWARDS TO RECIPIENTS TO INCLUDE ANNUAL AND CUMULATIVE AMOUNTS AND ELIGIBILITY. ALL GRANTS IN AID ARE POSTED AS A CREDIT TO STUDENT ACCOUNTS. X true true X X X false false false false false false false false false DR MARK LOMBARDI PRESIDENT 939857 0 600666 0 14117 0 30500 0 70993 0 1656133 0 0 0 DR STEVEN MANDEVILLE TREASURER, VP OF FINANCE AND FACILITIES 339675 0 175000 0 8956 0 46000 0 14908 0 584539 0 0 0 JESSICA NORRIS SECRETARY, CHIEF ADMIN OFFICER 180346 0 112500 0 52234 0 16857 0 16864 0 378801 0 0 0 PHILIP KOMARNY CHIEF INNOVATION OFFICER 668818 0 0 0 1290 0 30500 0 11308 0 711916 0 0 0 DANIEL CLERKE DIRECTOR OF ESPORTS 208612 0 205000 0 152 0 13440 0 11176 0 438380 0 0 0 DR JENNIFER MCCLUSKEY VP FOR STUDENT SUCCESS 268198 0 0 0 626 0 24327 0 15595 0 308746 0 0 0 MS LARAINE DAVIS VP FOR COMMUNITY AND GOVERNMENT RELATIONS 228343 0 75000 0 1529 0 20136 0 11206 0 336214 0 0 0 DR NINA CALDWELL CHIEF COMMUNITY CARE PARTNER 268152 0 50000 0 1784 0 24163 0 16423 0 360522 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use DR MARK LOMBARDI WAS PROVIDED A HOUSE TO ALLOW A VENUE FOR UNIVERSITY EVENTS AND IS LOCATED ON CAMPUS PROPERTY. THE RESIDENCE WAS APPROVED BY THE BOARD OF TRUSTEES AND IS THE REQUIRED LIVING SPACE OF THE PRESIDENT. THIS BENEFIT IS NON-TAXABLE. A HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO 431178966 2010-03-31 15300000 PURCHASE OF COURTYARD MARRIOT false false false B HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO 431178966 2022-03-17 10836913 EDUCATIONAL FACILITY REFUNDING BOND false false false C HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO 431178966 2019-02-07 14955686 CONSTRUCTION OF BALL PROPERTY & WA false false false D HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO 431178966 2015-04-23 21714171 CONSTRUCTION OF RESIDENCE HALL false false false A 8415000 0 15300000 0 20932 0 465521 0 0 14834479 0 0 2010 false false true true B 119463 0 10836913 0 0 0 216738 0 0 0 10620175 0 2022 true false true true C 115954 0 14955686 1443672 235311 0 299114 0 0 12000000 0 0 2019 false false true true D 14136362 0 21714171 1307927 0 0 425396 0 0 20000000 0 0 2016 false false true true A false false false false false false 0.0 0.0 0.0 false false 0 false true B false false false false false false 0.0 0.0 0.0 false false 0 false true C false false false false false false 0.0 0.0 0.0 false false 0 false true D false false false false false false 0.0 0.0 0.0 false false 0 false true A false false false true true true COMMERCE BANK NA 7.0 false false false 0 false false true B false true false false false false 0 false false false 0 false false true C false false false true false false 0 false false false 0 false false true D false false false true false false 0 false false false 0 false false true A true B true C true D true Schedule K, Part IV, Line 7 ARBITRAGE CALCULATION THE ORGANIZATION HAS AN ARBITRAGE CALCULATION DONE EVERY 5 YEARS AS REQUIRED BY THE BONDS. ADDITIONALLY, THERE IS A FIRM WHICH RECOMMENDS INVESTMENTS AND MONITORS INVESTMENTS & ARBITRAGE FOR THE DEBT SERVICE RESERVE FUNDS RELATED TO THE 2006 BONDS. Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO N/A Schedule K, Part IV, Line 2c COLUMN A Issuer name: HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO The calculation for computing no rebate due was performed on 06/01/2017 Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO N/A Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO N/A Schedule K, Part IV, Line 2c COLUMN C Issuer name: HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO The calculation for computing no rebate due was performed on 02/07/2024 Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO N/A Schedule K, Part IV, Line 2c COLUMN D Issuer name: HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO The calculation for computing no rebate due was performed on 04/23/2022 Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO N/A Schedule K, Part IV, Line 2c COLUMN A Issuer name: HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO The calculation for computing no rebate due was performed on 06/15/2024 A HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO 431178966 2020-04-29 10028180 REFINANCE SERIES 2013B BONDS false false false B HEALTH AND EDUCATION FACILITIES AUTHORITY OF MO 431178966 2020-04-01 14958900 REFINANCE SERIES 2006 BONDS false false false A 220478 0 10028180 759362 0 0 200564 0 0 0 9077617 0 2020 true false true true B 7273900 14958900 0 0 0 110314 0 0 0 14848586 0 2002 true false true true A false false false false false false 0.0 0.0 0.0 false false 0 false true B false false false false false false 0.0 0 0.0 false false 0 false true A false false false true false false 0 false false false 0 false false true B false true false false false false 0 false false false 0 false false true A true B true 3 20275 Market value X SPORTS MEMORABILIA 1 794 Market value X EVENT ITEMS - JEWELRY 1 50 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - SPORTS MEMORABILIA THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS ON THIS LINE. Securities - Publicly traded - THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS ON THIS LINE. Other - EVENT ITEMS - JEWELRY THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS ON THIS LINE. Form 990, Part I, Line 1 BRIEF MISSION - CONTINUED OFFERING AN INNOVATIVE LIBERAL ARTS EDUCATION LEADING TO EXCELLENT ACADEMIC AND PROFESSIONAL PROGRAMS IN THE ARTS AND SCIENCES, HEALTH PROFESSIONS, EDUCATION AND BUSINESS THAT PREPARE STUDENTS FOR A LIFE OF ENGAGEMENT AND ACHIEVEMENT IN MULTIPLE FIELDS OF ENDEAVOR. Form 990, Part VI, Line 15b PROCESS OF DETERMINING COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES THE PRESIDENT SETS THE COMPENSATION BASED ON COMPETING MARKET CONDITIONS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE CHAIR OF THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 AND COPIES OF THE FORM 990 WILL BE MADE AVAILABLE TO ALL BOARD MEMBERS VIA THE BOARD WEBSITE. Form 990, Part VI, Line 12c Conflict of interest policy SIGNED QUESTIONNAIRES DESCRIBING ANY CONFLICTS OF INTEREST ARE REQUIRED ANNUALLY FROM ALL BOARD MEMBERS AND KEY EMPLOYEES. CONTROLLER REVIEWS ALL SUBMISSIONS. TRUSTEES OR OFFICERS WHO HAVE DECLARED OR HAVE BEEN FOUND TO HAVE A CONFLICT OF INTEREST SHALL REFRAIN FROM PARTICIPATING IN CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS SHALL NOT VOTE, PARTICIPATE IN DISCUSSION, NOR BE PRESENT AT THE TIME OF VOTE. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE BOARD OF TRUSTEES SETS THE PRESIDENT'S COMPENSATION BASED ON COMPETING MARKET CONDITIONS. THE LAST REVIEW OCCURRED IN 2023. Form 990, Part VI, Line 19 Required documents available to the public MARYVILLE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue ALL OTHER EXPENSES - Total Revenue: -3040396, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -3040396;