2026-04-15T08:32:45+00:00 2025-05-31 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2024-06-01 340714818 FRANCISCAN UNIVERSITY OF STEUBENVILLE FRAN 7402833771 1235 UNIVERSITY BOULEVARD STEUBENVILLE OH 43952 PATRICK FLANNERY VICE PRESIDENT OF FINANCE 7402833771 2026-04-15 true true Lauren Denton P01571860 2604604000 2026-04-15 2024 2025-03-06 01:10:19Z FR DAVE PIVONKA TOR 1235 UNIVERSITY BOULEVARD STEUBENVILLE OH 43952 222012856 false X WWW.FRANCISCAN.EDU X 1946 OH INSTITUTION OF HIGHER EDUCATION AND CHRISTIAN OUTREACH PROGRAMMING. 22 16 2150 576 189138 0 22530207 25508393 116992531 127479340 12508249 9119903 3400389 2935927 155431376 165043563 46179438 50153588 0 0 48888137 50853263 0 178514 4092909 39577445 43984560 134645020 145169925 20786356 19873638 325622837 343422072 63049046 59558055 262573791 283864017 THE PURPOSE OF THE UNIVERSITY IS TO FURTHER THE HIGHER EDUCATION OF MEN AND WOMEN THROUGH PROGRAMS OF LIBERAL, PROFESSIONAL, AND PRE-PROFESSIONAL STUDIES LEADING TO THE CONFERRAL OF THE BACCALUAREATE AND MASTER DEGREES IN THE ARTS AND SCIENCES. SAID DEGREES SHALL BE CONFERRED IN ACCORDANCE WITH THE PROVISIONS OF THE ARTICLES OF INCORPORATION OF THE UNIVERSITY AND THE LAWS OF THE STATE OF OHIO. IT SHALL BE THE FURTHER PURPOSE OF THE UNIVERSITY, PUBLICLY IDENTIFIED AS A CATHOLIC AND A FRANCISCAN INSTITUTION, TO PROMOTE THE MORAL, SPIRITUAL, AND RELIGIOUS VALUES OF ITS STUDENTS. THE UNIVERSITY WILL BE GUIDED BY THE EXAMPLE AND TEACHING OF ST. FRANCIS OF ASSISI. false false 120996414 50153588 125659238 INSTRUCTION AND AUXILIARY SERVICES (INCLUDING ROOM AND BOARD) AS RELATED TO THE INSTRUCTION OF 4,247 UNDERGRADUATE AND GRADUATE STUDENTS (INCLUDES ONLINE DELIVERY STUDENTS) ENROLLED IN 54 MAJORS AND 49 MINOR ACADEMIC PROGRAMS. A TOTAL OF 649 UNDERGRADUATE AND 229 MASTERS DEGREES WERE CONFERRED IN THE 2024-25 ACADEMIC YEAR. 6897937 0 4866875 CHRISTIAN OUTREACH PROGRAMS PROVIDE SPIRITUAL FORMATION AND EDUCATION, INVITING CATHOLICS INTO A LIFELONG RELATIONSHIP WITH CHRIST AND HIS CHURCH. YOUTH AND ADULTS PARTICIPATE IN ANNUAL CONFERENCES, EVENTS, AND SEMINARS IN THE U.S. AND CANADA. A DIGITAL CATECHETICAL PLATFORM ALSO FURTHERS THE UNIVERSITY'S GOALS FOR THE NEW EVANGELIZATION. PARTICIPANTS TOTALED 37,601 FOR 2024-25. 127894351 true true false false false false false true false true true true false false true true false true true true true true true true true false false true true true true false false false false false false true false true false true false false false true true false false true false true X 5406 0 true 2150 true true true true AU false false false true true false false false false false false X 22 16 true false false false true true true true true false false false true true true true true true true true false false FL KY LA MD MI MN NH OR SC X DAVID F LYLE 7402833771 1235 UNIVERSITY BOULEVARD STEUBENVILLE OH 43952 Fr David Pivonka TOR President 50.0 0.5 X X 0 0 0 Rev Joseph Lehman TOR Chairman of the Board 1.0 X X 0 0 0 Br Marius Strom TOR Trustee 1.0 X 0 0 0 Dr Daniel McMahon Trustee 1.0 X 0 0 0 Dr John Rodriguez Trustee 1.0 X 0 0 0 Dr Paula Trzepacz Trustee 1.0 X 0 0 0 Fr John Mark Klaus TOR Trustee (exit Oct 24) 1.0 X 0 0 0 Fr Matthew Russick TOR Trustee 1.0 X 0 0 0 Mr Brian McCarthy Trustee 1.0 X 0 0 0 Mr Christopher Irvin Trustee 1.0 X 0 0 0 Mr David DeWolf Trustee (exit Oct 24) 1.0 X 0 0 0 Mr James Burke Trustee 1.0 X 0 0 0 Mr John Goetz Trustee 1.0 X 0 0 0 Mr Mark Thomas Trustee 1.0 X 0 0 0 Mr Michael del Prado 1.0 X 0 0 0 Mr Michael Tobin Trustee (exit Oct 24) 1.0 X 0 0 0 Mr Philip Howard Trustee 1.0 X 0 0 0 Mr Ron Riggins Trustee 1.0 X 0 0 0 Mr W Paul Jones Trustee 1.0 X 0 0 0 Mrs Hope Schneir Trustee 1.0 X 0 0 0 Mrs Immaculee Ilibagiza Trustee 1.0 X 0 0 0 Mrs Molly McMahon Trustee 1.0 X 0 0 0 Rev Joseph Marie Krilich TOR Trustee 1.0 X 0 0 0 Rev Matthew Simons TOR Trustee 1.0 X 0 0 0 Sr Mary Rachel Capets OP Trustee 1.0 X 0 0 0 Brenan P Pergi Sr VP/Chief of Staff 50.0 X 207856 0 81674 Dr Daniel Dentino VP For Student Life 50.0 X 162030 0 41812 Dr Stephen Hildebrand VP For Academic Affairs 50.0 X 177161 0 115432 Fr Jonathan St Andre TOR VP For Franciscan Life 50.0 X 0 0 0 Janine Murdock Corporate Secretary 40.0 X 57389 0 14661 Robert Dougherty VP For Finance 50.0 X 174851 0 33894 Robert Hickey Jr VP For Advancement 50.0 X 193224 0 95312 Timothy Reardon VP of Enrollment Management (enter Apr 24) 50.0 X 142709 0 30527 Dr Regina Boerio Dean of School of Humanities and Social Sciences 50.0 X 161098 0 35801 Daniel Andersen Director of Intercollegiate Athletics 50.0 X 176204 0 242 Daniel Kuebler Professor 50.0 X 183189 0 53847 Dr Scott R Sollom STL Dir. of Franciscan Catechetical Institute; Associate Chair of Theology - Catechetics 50.0 X 156952 0 66916 Dr Scott W Hahn Scanlon Chair Bilblical Theo; Professor 50.0 X 165763 0 14737 William Thomas Executive Director of HR 50.0 X 158017 0 3906 2116443 0 588761 62 false true false Rycon Construction Inc 2501 Smallman Street Suite 100 Pittsburgh PA 15222 Construction 19211676 Parkhurst Dining Services 285 East Waterfront Drive Suite 200 Homestead PA 15120 Food Service 5729231 Mosites Construction Company 400 Mosites Way Suite 100 Pittsburgh PA 15205 Construction 3761927 Dynamic Campus Solutions Inc 2806 Fintrock Trace Suite A205 Austin TX 78738 IT Support 2332822 MacLachlan Cornelius & Filoni lnc 1324 Chapline Street Suite 400 Wheeling WV 43952 Architect 1604372 42 0 0 177170 0 990802 24340421 1114430 25508393 Tuition and Fees 611310 99228590 99228590 Auxiliary Activities 611310 20316147 20316147 Christian Outreach 611710 4866875 4558867 308008 Misc Student Services 611600 1374634 1374634 Student Rel. Activities 611310 1693094 1684370 8724 0 0 0 0 127479340 3041131 -10828 3051959 0 0 0 0 0 0 0 0 212124 0 80000 0 132124 0 132124 -21999 154123 61622792 159623 55703643 5919149 159623 6078772 6078772 16658 177170 164861 -148203 -148203 0 0 0 0 0 0 3972795 1020789 2952006 3046773 -94767 0 0 0 0 0 165043563 130209381 189138 9136651 100000 100000 45428591 45428591 4624997 4624997 0 0 1969251 987549 658255 323447 137798 112393 25405 0 34767649 29582019 3415354 1770276 1611233 1344481 153098 113654 10228263 8314509 1600066 313688 2139069 1817690 213076 108303 0 0 0 0 345254 59073 237630 48551 198739 5307 193432 0 0 0 0 0 178514 178514 430103 0 430103 0 4401842 3350908 825333 225601 746438 580952 16196 149290 4874338 3838978 547491 487869 2752701 1667145 1084629 927 0 0 0 0 4523511 4274539 248972 0 2453556 2232916 100068 120572 0 0 0 0 84729 68180 9044 7505 2041832 1563607 478225 0 0 0 0 0 8109879 6439609 1670270 0 1237754 846872 390882 0 Food Service 5872672 5872672 0 0 Repair/maintenance 2241385 1612002 516774 112609 Admin Exp LLCs 1701985 1701985 0 0 Hospitality 1057730 935005 21322 101403 910112 532372 347040 30700 145169925 127894351 13182665 4092909 0 0 0 0 5422877 5073548 10316365 11774892 17404920 18968102 2843590 3576590 0 0 0 0 201936 0 579992 126963 2849994 3248846 300619143 108764219 167897710 191854924 71642540 63561543 46462913 45236664 0 0 0 0 0 325622837 343422072 14873208 12993953 0 0 4633572 4384188 19880000 19205000 0 0 0 0 22235157 21468270 0 0 1427109 1506644 63049046 59558055 X 129893226 152466716 132680565 131397301 0 0 0 0 0 0 262573791 283864017 325622837 343422072 19873638 1416588 0 X false true true true true X 14086251 52377881 10748946 16693452 25508393 119414923 0 0 14086251 52377881 10748946 16693452 25508393 119414923 42578038 76836885 1439682 1628812 1979285 3013339 3253255 11314373 0 0 0 0 0 0 0 130729296 556875111 0.58776 0.73036 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 0.0 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1807804 X X X false 90922645 7814000 8380023 5801806 101314862 78036390 788242 14379938 2281925 0 0 90922645 78880077 652777 40565 1537029 0 0 78036390 83462390 3184529 -6628075 1138767 0 0 78880077 65203254 640721 18789547 1171132 0 0 83462390 0.3108 0.3534 0.3358 false false 11519957 11519957 225218463 84041450 141177013 42416899 24722769 17694130 21463824 21463824 191854924 Closely-held equity interests Financial derivatives ALTERNATIVE INVESTMENT FUNDS & PARTNERSHIPS 45236664 F 45236664 Federal Income Taxes STUDENT AND OTHER DEPOSITS 1506644 1506644 X 118411083 1416588 0 0 1265650 2682238 115728845 430103 48884615 49314718 165043563 97120857 0 0 0 1265650 1265650 95855207 430103 48884615 49314718 145169925 Schedule D, Part III, Line 4 Collections of art - description of collections The University's collections include paintings, prints, photographs, sculptures, drawings and watercolors and decorative arts. These items are held for educational, research, scientific, curatorial and religious purposes. Each of the items is cataloged, preserved and cared for, and activities verifying their existence and assessing their condition are performed continuously. Items are reflected in equipment in the consolidated financial statement at appraised value on the date purchased or contributed. Schedule D, Part V, Line 4 Intended uses of endowment funds The University's endowment consists of approximately 160 individual funds established for a variety of purposes, including donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. Net assets associated with these endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE UNIVERSITY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE UNIVERSITY IS ALSO EXEMPT FROM STATE INCOME TAX UNDER APPLICABLE STATE STATUTES. HIH AND GVP HAVE BEEN ORGANIZED AS LLCS, WHICH ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, THE TAXABLE INCOME OR LOSS FROM THESE ENTITIES IS INCLUDED IN THE INCOME TAX RETURN OF THE UNIVERSITY. ACCORDINGLY, ANY INCOME THAT IS UNRELATED TO THE EXEMPT PURPOSES OF THE UNIVERSITY IS TREATED AS UNRELATED BUSINESS INCOME ON THE UNIVERSITY'S TAX RETURN. The University follows the relevant accounting guidance relative to uncertainty in income taxes, which prescribes a minimum recognition threshold and measurement methodology that a tax position taken or expected to be taken in a tax return is required to meet before being recognized in financial statements. The University files information and income tax returns in the U.S. federal jurisdiction and various states and foreign jurisdictions. With few exceptions, the University is no longer subject to U.S. federal, state and local or non-U.S. examinations by tax authorities for years before 2022. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 DIRECT FUNDRAISING EXPENSES - 164861 COST OF GOODS SOLD - 1020789 RENTAL EXPENSES - 80000 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements TUITION ASSISTANCE - 48884323 GAIN ON DISPOSAL - 292 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 DIRECT FUNDRAISING EXPENSES - 164861 COST OF GOODS SOLD - 1020789 RENTAL EXPENSES - 80000 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements TUITION ASSISTANCE - 48884323 GAIN ON DISPOSAL - 292 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 ALL UNDERGRADUATE AND GRADUATE APPLICATIONS REFLECT NON-DISCRIMINATORY POLICIES. THE POLICY STATEMENT IS CONTAINED IN PRINT AND TV ADVERTISING, AND PUBLISHED IN ADMISSIONS RECRUITMENT MATERIALS, UNIVERSITY CATALOGS, AND DOCUMENTS DISTRIBUTED TO PROSPECTIVE STUDENTS. THE POLICY IS ALSO STATED ON THE UNIVERSITY`S WEBSITE. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THESE FUNDS REPRESENT FINANCIAL AID ISSUED TO STUDENTS IN THE FORM OF FEDERAL AND STATE GRANTS, SCHOLARSHIPS, TUITION DISCOUNTS, AND INSTITUTIONAL FINANCIAL AID. STUDENTS RECEIVING SCHOLARSHIPS AND GRANTS FROM FRANCISCAN UNIVERSITY ARE MONITORED TO ENSURE THEY MEET THE ACADEMIC REQUIREMENTS OR OTHER CRITERIA ASSOCIATED WITH THE RESPECTIVE AWARD. ALL AID IS PROCESSED THROUGH THE FINANCIAL AID OFFICE AND IS POSTED TO THE STUDENTS' RECEIVABLE ACCOUNTS. true Europe (Including Iceland and Greenland) 1 24 Program Services Academic, Instruction, and Support Services 4465672 Europe (Including Iceland and Greenland) 0 0 Program Services Grants to FMT / Study Abroad Program 850765 Europe (Including Iceland and Greenland) 0 0 Program Services Instituitional Aid - Employee Discounts 234500 Europe (Including Iceland and Greenland) 0 0 Program Services Instituitional Aid - RA Waivers 32600 Europe (Including Iceland and Greenland) 0 0 Student Aid Scholarships And Financial Aid 3455732 Europe (Including Iceland and Greenland) 0 0 Program Services Christian Outreach 234783 Central America and the Caribbean 0 0 Program Services Christian Outreach 2640 South America 0 0 Program Services Christian Outreach & Instruction 2900 Europe (Including Iceland and Greenland) 0 0 Investments 4900435 Central America and the Caribbean 0 0 Investments 20095300 Europe (Including Iceland and Greenland) 0 0 Program Services Academic, Instruction and Admin Support 7107 Europe (Including Iceland and Greenland) 0 0 Program Services Educational Admin 28533 Europe (Including Iceland and Greenland) 0 0 Management Alumni 7712 North America (Canada & Mexico only) 0 0 Program Services Academic 2038 1 24 0 0 1 24 34320717 0 34320717 Europe (Including Iceland and Greenland) GENERAL SUPPORT 850765 ELECTRONIC BANK TRANSFERS 0 N/A N/A Middle East and North Africa GENERAL SUPPORT 318500 ELECTRONIC BANK TRANSFERS 0 N/A N/A 2 0 Federal, State, Funded & Institutional Europe (Including Iceland and Greenland) 392 3455732 ELECTRONIC POSTING TO STUDENT ACCTS VIA GL PROCESSING 0 N/A N/A true false true true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds THE UNIVERSITY REQUIRES PERIODIC REPORTING ON THE USE OF THE FUNDS TO ENSURE THAT THE FUNDS ARE USED FOR THEIR STATED PURPOSE. STUDENTS RECEIVING SCHOLARSHIPS AND GRANTS FROM FRANCISCAN UNIVERSITY ARE MONITORED TO ENSURE THEY MEET THE ACADEMIC REQUIREMENTS OR OTHER CRITERIA ASSOCIATED WITH THE RESPECTIVE AWARD. ALL AID IS PROCESSED THROUGH THE FINANCIAL AID OFFICE AND IS POSTED TO THE STUDENTS' RECEIVABLE ACCOUNTS. X OH Baron Club Dinner 126210 116610 9600 0 0 2186 30845 76200 11788 President's Golf Outing 67618 60560 7058 0 0 12194 12217 0 19431 0 0 0 0 0 0 0 0 0 0 193828 177170 16658 0 0 14380 43062 76200 31219 164861 -148203 true National Eucharistic Congress PO Box 7878 Notre Dame IN 46556 881152082 501(C)(3) 100000 0 N/A N/A GENERAL SUPPORT 1 0 FEDERAL FINANCIAL AID 38 104632 STATE FINANCIAL AID 199 640857 INSTITUTIONAL AID 2409 41479466 RESTRICTED SCHOLARSHIPS 598 3203637 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THESE FUNDS REPRESENT FINANCIAL AID ISSUED TO STUDENTS IN THE FORM OF FEDERAL AND STATE GRANTS, SCHOLARSHIPS, TUITION DISCOUNTS, AND INSTITUTIONAL FINANCIAL AID. STUDENTS RECEIVING SCHOLARSHIPS AND GRANTS FROM FRANCISCAN UNIVERSITY ARE MONITORED TO ENSURE THEY MEET THE ACADEMIC REQUIREMENTS OR OTHER CRITERIA ASSOCIATED WITH THE RESPECTIVE AWARD. ALL AID IS PROCESSED THROUGH THE FINANCIAL AID OFFICE AND IS POSTED TO THE STUDENTS' RECEIVABLE ACCOUNTS. X true true X X X X false false false false false false false false false Dr Daniel Dentino VP For Student Life 154745 0 7285 0 0 0 15974 0 25838 0 203842 0 0 0 Robert Dougherty VP For Finance 169364 0 5487 0 0 0 8056 0 25838 0 208745 0 0 0 Robert Hickey Jr VP For Advancement 183536 0 9688 0 0 0 18915 0 76397 0 288536 0 0 0 Dr Stephen Hildebrand VP For Academic Affairs 168882 0 8279 0 0 0 16674 0 98758 0 292593 0 0 0 Brenan P Pergi Sr VP/Chief of Staff 197400 0 10456 0 0 0 20536 0 61138 0 289530 0 0 0 Timothy Reardon VP of Enrollment Management (enter Apr 24) 130476 0 12233 0 0 0 10839 0 19688 0 173236 0 0 0 Dr Regina Boerio Dean of School of Humanities and Social Sciences 157063 0 4035 0 0 0 9963 0 25838 0 196899 0 0 0 Dr Scott W Hahn Scanlon Chair Bilblical Theo; Professor 162486 0 3277 0 0 0 14495 0 242 0 180500 0 0 0 Daniel Kuebler Professor 175874 0 7315 0 0 0 9459 0 44388 0 237036 0 0 0 Dr Scott R Sollom STL Dir. of Franciscan Catechetical Institute; Associate Chair of Theology - Catechetics 152876 0 4076 0 0 0 8313 0 58603 0 223868 0 0 0 William Thomas Executive Director of HR 147485 0 10532 0 0 0 3664 0 242 0 161923 0 0 0 Daniel Andersen Director of Intercollegiate Athletics 131930 0 44274 0 0 0 0 0 242 0 176446 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use THE UNIVERSITY OWNS THE FRIARY BUILDING ON ITS CAMPUS. FATHER DAVID PIVONKA AND FATHER JONATHAN ST. ANDRE RESIDE IN THE FRIARY. ALL OPERATING EXPENSES ARE THE FINANCIAL RESPONSIBILITY OF THE THIRD ORDER REGULAR OF ST. FRANCIS OF PENANCE (TOR) OF THE PROVINCE OF THE MOST SACRED HEART OF JESUS, FRANCISCAN UNIVERSITY'S MEMBER. Schedule J, Part I, Line 3 THE PRESIDENT OF THE UNIVERSITY, A CATHOLIC PRIEST OF FRANCISCAN FRIARS TOR, HAS TAKEN A VOW OF POVERTY AND IS NOT COMPENSATED FOR HIS SERVICE TO THE UNIVERSITY. THIS ARRANGEMENT IS DISCLOSED AND REVIEWED BY THE PROVINCIAL OF THE FRANCISCAN ORDER AND THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. DUE TO THE FACT THAT NO COMPENSATION IS PAID TO THE PRESIDENT, POLICIES AND PROCESSES REGARDING AWARDING PRESIDENTIAL COMPENSATION ARE NOT RELEVANT, DISCLOSURES IN PART VII AND SCHEDULE J REFLECT THIS FACT. THE BOXES CHECKED IN SCHEDULE J ARE RELEVANT TO THE AMOUNT OF MONTHLY PAYMENTS MADE TO THE FRANCISCAN FRIARS AS THE UNIVERSITY DOES MAKE AN AGGREGATE PAYMENT TO THE FRANCISCAN FRIARS TOR FOR THE SERVICES PERFORMED BY ALL FRIARS. A OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756DLX2 2016-12-15 23994583 REFUND 2006 BOND false false false A 4789583 0 23994583 0 1775967 0 0 0 0 9520000 11295967 0 2016 true false true true A false false false false false false 0.0 0.0 0.0 false false 0 false true A false true false false false false 0 false false false 0 false false true A true Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION NA 136100 Scholarships Gregory V Boerio Family of Key Employee 18300 Reportable compensation plus fringe benefits false Mary Matanzo Family of Trustee 22764 Reportable compensation plus fringe benefits false Jill Riffle Family of Officer 71329 Reportable compensation plus fringe benefits false Jennifer Hickey Family of Officer 25405 Reportable compensation plus fringe benefits false 22 989430 Market value X Lab Equipment 1 125000 Replacement cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of Contributions Other - Lab Equipment Number of Contributions Form 990, Part VI, Line 2 FR. DAVE PIVONKA, T.O.R. AND BRENAN PERGI ARE MEMBERS OF THE MARIA THRON FOUNDATION SUPERVISORY BOARD. Form 990, Part VI, Line 1a MATERIAL DIFFERENCES IN VOTING RIGHTS FLIP HOWARD, DAVID DEWOLF, HOPE SCHNEIR, MARK THOMAS, BRIAN MCCARTHY, IMMACULEE ILIBAGIZA ARE NON-INDEPENDENT BOARD MEMBERS DUE TO DISCLOSURES ON SCHEDULE L. Form 990, Part VI, Line 1a Delegate broad authority to a committee THE UNIVERSITY`S BOARD HAS A GOVERNANCE COMMITTEE WHOSE DUTIES AND RESPONSIBILITIES ARE OUTLINED IN THE BYLAWS. THE GOVERNANCE COMMITTEE SHALL HAVE AND EXERCISE, BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, AS PROVIDED IN THE BYLAWS, ANY AND ALL THE POWERS OF THE BOARD OF TRUSTEES IN THE MANAGEMENT AND TRANSACTION OF BUSINESS OF THE UNIVERSITY AND SHALL HAVE THE POWER TO AUTHORIZE THE SEAL OF THE UNIVERSITY TO BE AFFIXED TO ALL INSTRUMENTS WHICH MAY REQUIRE IT. THE GOVERNANCE COMMITTEE SHALL MEET UPON CALL BY THE CHAIRMAN OF THE BOARD, OR THE PRESIDENT OF THE UNIVERSITY. A MAJORITY OF THE GOVERNANCE COMMITTEE, AT LEAST ONE (1) OF WHOM SHALL BE A LAY MEMBER, SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. THE GOVERNANCE COMMITTEE SHALL REPORT ITS ACTIVITIES, INCLUDING ACTIONS TAKEN ON BEHALF OF THE FULL BOARD, TO THE BOARD AT ITS NEXT MEETING. THE GOVERNANCE COMMITTEE MAY DECIDE IT APPROPRIATE TO MAIL A COPY OF THE MINUTES OF ITS MEETING TO EACH MEMBER OF THE BOARD IN ADVANCE OF THE NEXT MEETING OF THE BOARD AND IN LIEU OF MAKING A REPORT AT THAT MEETING. Form 990, Part VI, Line 6 Classes of members or stockholders FRANCISCAN UNIVERSITY OF STEUBENVILLE IS A 501(C)(3) NONPROFIT CORPORATION WITH MEMBERS. THE MEMBERS OF THE CORPORATION ARE THE MINISTER PROVINCIAL AND THE PROVINCIAL CURIA OF THE MOST SACRED HEART OF JESUS, THIRD ORDER REGULAR (T.O.R.). THE PRESIDENT OF THE FRANCISCAN UNIVERSITY OF STEUBENVILLE SERVES AS A MEMBER EX OFFICIO. THESE INDIVIDUALS SERVE AS MEMBERS OF THE CORPORATION DURING THEIR RESPECTIVE TERMS AS MINISTER PROVINCIAL, THE PROVINCIAL CURIA, AND THE PRESIDENT OF THE UNIVERSITY. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MINISTER PROVINCIAL OF THE PROVINCE OF THE MOST SACRED HEART OF JESUS OF THE THIRD ORDER REGULAR AND THE PRESIDENT OF THE UNIVERSITY SHALL BE EX OFFCIO MEMBERS OF THE BOARD OF TRUSTEES. THESE INDIVIDUALS ARE ELECTED BY THE PROVINCE OF THE MOST SACRED HEART OF JESUS. SEVEN OF THE BOARD MEMBERS MUST BE MEMBERS OF THE ORDER. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE FOLLOWING POWERS ARE RESERVED EXCLUSIVELY TO THE MEMBERS OF THE CORPORATION: A. TO DETERMINE THE PHILOSOPHY AND OBJECTIVES OF THE CORPORATION. B. TO ADOPT AMENDMENTS TO THE ARTICLES OF INCORPORATION, AND TO ALTER, AMEND, OR REPEAL BYLAWS. C. TO PURCHASE, SELL, LEASE, TRANSFER OR ENCUMBER, CONSTRUCT, OR UNDERTAKE THE DESTRUCTION OF LAND AND/OR BUILDINGS OWNED BY THE UNIVERSITY, OR IN WHICH THE UNIVERSITY HAS OR WILL HAVE LEGAL OR EQUITABLE TITLE. D. TO MERGE, CONSOLIDATE, OR AFFILIATE THE UNIVERSITY WITH ANY OTHER CORPORATION. E. TO DISSOLVE OR TERMINATE THE EXISTENCE OF THE UNIVERSITY AND TO DETERMINE THE DISTRIBUTION OF CORPORATE ASSETS UPON SUCH DISSOLUTION OR TERMINATION, PROVIDED THAT SUCH DISTRIBUTION BE EXCLUSIVELY MADE FOR SUCH PURPOSES AS ARE EXEMPT FROM TAXATION UNDER FEDERAL LAW. Form 990, Part VI, Line 11b Review of form 990 by governing body THE ENTIRE BOARD OF TRUSTEES RECEIVES A COMPLETE FORM 990 FOR REVIEW. THE COMPLETE 990 IS ALSO REVIEWED BY THE PRESIDENT, SENIOR VP/CHIEF OF STAFF, VP OF FINANCE AND CONTROLLER. Form 990, Part VI, Line 12c Conflict of interest policy BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS TO IDENTIFY POTENTIAL OR ACTUAL CONFLICTS. MEMBERS OF THE UNIVERSITY'S FINANCE MANAGEMENT TEAM REVIEW ALL COMPLETED ANNUAL DISCLOSURES. PERCEIVED OR ACTUAL CONFLICTS ARE ADVANCED TO THE BOARD FOR RESOLUTION. THE AUDIT COMMITTEE HAS RESPONSIBILITY TO MONITOR CONFLICTS OF INTEREST BETWEEN THE UNIVERSITY'S BUSINESS ACTIVITY AND MEMBERS OF MANAGEMENT, FACULTY, AND TRUSTEES. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE PRESIDENT OF THE UNIVERSITY, A CATHOLIC PRIEST OF FRANCISCAN FRIARS TOR, HAS TAKEN A VOW OF POVERTY AND IS NOT COMPENSATED FOR HIS SERVICE TO THE UNIVERSITY. THIS ARRANGEMENT IS DISCLOSED AND REVIEWED BY THE PROVINCIAL OF THE FRANCISCAN ORDER AND THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. DUE TO THE FACT THAT NO COMPENSATION IS PAID TO THE PRESIDENT, POLICIES AND PROCESSES REGARDING AWARDING PRESIDENTIAL COMPENSATION ARE NOT RELEVANT, DISCLOSURES IN PART VII AND SCHEDULE J REFLECT THIS FACT. THE BOXES CHECKED IN SCHEDULE J ARE RELEVANT TO THE AMOUNT OF MONTHLY PAYMENTS MADE TO THE FRANCISCAN FRIARS AS THE UNIVERSITY DOES MAKE AN AGGREGATE MONTHLY PAYMENT TO THE FRANCISCAN FRIARS TOR FOR THE SERVICES PERFORMED BY ALL FRIARS. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE UNIVERSITY MAINTAINS A MARKET BASED COMPENSATION SYSTEM WITH ASSIGNED PAY RANGES FOR EACH POSITION REFLECTING THE MARKET WAGE AMONG A GROUP OF IDENTIFIED PEERS AND RELATIVE LEVEL OF RESPONSIBILITY WITHIN THE ORGANIZATION. KEY EMPLOYEES' COMPENSATION IS DETERMINED WITHIN THE BUDGETING PROCESS. ALL SALARY INCREASES ARE RECOMMENDED BY THE IMMEDIATE SUPERVISOR, AND REVIEWED FOR APPROVAL BY THE EXECUTIVE DIRECTOR OF HUMAN RESOURCES, THE VICE PRESIDENT OF FINANCE, AND THE SENIOR VP/CHIEF OF STAFF OR THE PRESIDENT, DEPENDING ON THE EMPLOYEE'S LEVEL IN THE ORGANIZATION. THE BUDGETS ARE ALL REVIEWED FOR APPROVAL BY THE BOARD OF TRUSTEES. IN ADDITION, THE UNIVERSITY'S COMPENSATION COMMITTEE (COMPRISED OF A CROSS SECTION OF FACULTY, STAFF AND ADMINISTRATION) IS CHARGED WITH REVIEWING OVERALL COMPENSATION STRATEGIES AND PLANS, AS WELL AS PERIODICALLY UPDATING THE PEER GROUP. Form 990, Part VI, Line 19 Required documents available to the public FRANCISCAN UNIVERSITY OF STEUBENVILLE MAKES ITS GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST SUBMITTED TO VP OF FINANCE. Form 990, Part VII, Section A, Line 1a, Column (A) EMERITUS TRUSTEES THE FOLLOWING INDIVIDUAL SERVES AS AN EMERITUS TRUSTEE OF THE FRANCISCAN UNIVERSITY OF STEUBENVILLE WITH NO VOTING RIGHTS: DR. JOHN IRVIN PAUL CARAPELLOTTI JOAN SMITH BARBARA SANDERS THOMAS MONAGHAN PAUL POHL DIANE BROWN JAMIE MCALEER WALTER E. JOHNSON Form 990, Part XII, Line 2c OVERSIGHT OF FINANCIAL STATEMENT AUDIT AUDIT COMMITTEE RECOMMENDS THE ENGAGEMENT OF THE INDEPENDENT AUDIT FIRM FOR APPROVAL BY THE FULL BOARD; REVIEWS THE FINANCIAL STATEMENTS AND AUDIT RESULTS, INCLUDING MANAGEMENT LETTER AND ISSUES RAISED IN ACCORDANCE WITH THE SAS NO.114; RECOMMENDS THE APPROVAL OF THE ANNUAL AUDIT TO THE FULL BOARD; AND FOLLOWS UP ON DEFICIENCIES RAISED DURING THE AUDIT AND OVERSEES CORRECTIVE ACTIONS. THE AUDIT COMMITTEE MAY ALSO REVIEW COMPLIANCE WITH ALL FINANICAL REPORTING AND REGULATORY REQUIREMENTS; MONITOR THE ADEQUACY AND INTEGRITY OF ACCOUNTING, INTERNAL CONTROLS, AND RISK MANAGEMENT, INCLUDING FRAUD RISK ASSESSMENT. 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