2024-05-14T15:48:37-05:00 2023-06-30 FORVIS LLP 201 N Illinois Street Indianapolis IN 46204 990 2022-07-01 350868175 Marian University % MICHAEL BEDEL MARI 3179556009 3200 COLD SPRING ROAD INDIANAPOLIS IN 46222 GREGORY GINDER SR VP/CFO 3179556018 2024-05-15 true Gregory Ginder 999009999 NICOLE B FISHBACK P01279475 3173834000 2024-05-15 2 2022 2023-04-26 12:10:37Z DANIEL J ELSENER 3200 COLD SPRING ROAD INDIANAPOLIS IN 46222 214574113 false X WWW.MARIAN.EDU X 1937 IN TO BE A GREAT CATHOLIC UNIVERSITY DEDICATED TO EXCELLENCE IN LEARNING, ACHIEVED BY TEACHING, RESEARCH, & SCHOLARLY ACTIVITIES IN FRANCISISCAN & LIBERAL ARTS TRADITION. 45 44 1792 600 101169 0 28180757 31907253 143901568 143487762 7733700 956213 288320 -633157 180104345 175718071 40587613 39094194 0 0 59351220 65252263 0 0 2897117 64795220 69025384 164734053 173371841 15370292 2346230 321638726 333685752 153320473 152347492 168318253 181338260 X VISION TO PROVIDE AN EDUCATION DISTINGUISHED IN ITS ABILITY TO PREPARE TRANSFORMATIVE LEADERS FOR SERVICE TO THE WORLD. MISSION TO BE A GREAT CATHOLIC UNIVERSITY DEDICATED TO ACHIEVING EXCELLENCE IN LEARNING, WHICH IS ACHIEVED THROUGH TEACHING, RESEARCH, AND SCHOLARLY ACTIVITIES IN THE FRANCISCAN AND LIBERAL ARTS TRADITION. VALUES TO REFLECT PRAYERFULLY ON THE GOSPELS TO DETERMINE THE WAYS WE CAN ADVANCE THE DIGNITY OF THE INDIVIDUAL, PEACE AND JUSTICE, RECONCILIATION, AND RESPONSIBLE STEWARDSHIP. THE MARIAN UNIVERSITY PROMISE MARIAN UNIVERSITY STUDENTS WILL BE EXCEPTIONALLY WELL PREPARED FOR A GOOD LIFE AND PROFESSIONAL PURSUITS THROUGH: AN EDUCATION ILLUMINED BY THE LIGHT OF FAITH AND GROUNDED IN VALUES AND ETHICS; CHALLENGING ACADEMIC PROGRAMS SUPPORTED BY A VIBRANT AND CARING COMMUNITY THAT GUIDES STUDENTS IN ACHIEVING EXCELLENCE; INNOVATIVE, ACTIVE, AND ENGAGED APPROACH TO LEARNING ON CAMPUS AND BEYOND; AND, LEADERSHIP EDUCATION THAT PREPARES A TRUSTWORTHY, HEALTHY, INQUISITIVE, A false false 152273516 39094194 143487762 MARIAN UNIVERSITY SERVED 3,965 STUDENTS AS MEASURED FALL, 2022. THIS WAS COMPRISED OF 2,871 UNDERGRADUATE, 289 GRADUATE AND 781 DOCTORAL AND 24 CERTIFICATION STUDENTS. INCLUDED IN THESE DEMOGRAPHICS ARE TRADITIONAL FULL AND PART-TIME UNDERGRADUATES, ACCELERATED ON-LINE ADULT PROGRAMS, ACCELERATED 2ND DEGREE NURSING, MEDICAL AND OTHER DOCTORAL AND GRADUATE STUDENTS. MARIAN OFFERS 47 UNDERGRADUATE DEGREES. THE TOP 10 PROGRAMS IN TERMS OF NUMBER OF MAJORS ARE: NURSING, MANAGEMENT, BIOLOGY, EXCERCISE SCIENCE, MARKETING, BUSINESS, FINANCE, ELEMENTARY EDUCATION, LIBERAL ARTS AND SECONDARY EDUCATION. GRADUATE PROGRAMS CURRENTLY OFFERED ARE: BIIOMEDICAL SCIENCES, CLINICAL EXCERCISE PHYSIOLOGY, COUNSELING, EDUCATION LEADERSHIP, LEADERSHIP PRACTICE, SPECIAL EDUCATION, AND PHYSIOLOGY OF EXCERCISE. DOCTORAL PROGRAMS CURRENTLY OFFERRED ARE DOCTOR OF OSTEOPATHIC MEDICINE, FAMILY NURSE PRACTITIONER, NURSE ANESTHESIA AND ORGANIZATIONAL LEADERSHIP. DEMOGRAPHIC INFORMATION REGARDING THE MARIAN STUDENT POPULATION IS AS FOLLOWS: MALE 37.3% AND FEMALE 62.5% AND OTHER .2%. IPEDS RACE/ETHNICITY: WHITE - 57.4%, BLACK OR AFRICAN AMERICAN - 13.7%, HISPANIC/LATINO - 10.3%, TWO OR MORE RACES - 4.8%, ASIAN - 4.4% AND ALL OTHERS - 9.4%. RELIGION: CHRISTIAN, ROMAN CATHOLIC - 43.0%, CHRISTIAN - OTHER - 44.6%, OTHER OR NO RELIGION, 12.4%. THE COLLEGE OF OSTEOPATHIC MEDICINE IS THE ONLY COLLEGE OF OSTEOPATHIC MEDICINE IN THE STATE OF INDIANA AND THE 2ND MEDICAL SCHOOL (ALONG WITH INDIANA UNIVERSITY MEDICAL SCHOOL). THE UNIVERSITY GRADUATED ITS FIRST CLASS IN SPRING 2017. THE PRIMARY GOAL IS TO PLACE PHYSICIANS IN INDIANA AND THE NEIGHBORING STATES. PLACEMENT DEMOGRAPHICS FOR THE CLASS OF 2023 INCLUDES: 100% PLACEMENT RATE, 65% IN PRIMARY CARE WITH 76% IN PHYSICIAN SHORTAGE AREAS. 70% OF GRADUATES MATCHED IN INDIANA AND SURROUNDING STATES, WITH A TOTAL OF MATCHES IN 26 STATES AND 65 CITIES. IN OCTOBER, 2020 MARIAN ANNOUNCED THE LAUNCH OF THE E.S. WITCHGER SCHOOL OF ENGINEERING. THE INAUGURAL CLASS ENTERED IN FALL 2022 AND IN FALL 2023 MARIAN OPENED A STATE-OF-ART ENGINEERING FACILITY. DEGREES OFFERRED IN BIOMEDICAL, CHEMICAL, CIVIL, COMPUTER AND MECHANICAL ENGINEERING. FALL 2022 ATTENDANCE INCLUDED 85 ENGINEERING STUDENTS. 152273516 true true false true false false false true 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 true true false false true false false false false true false false false true 6453 0 true 1792 true true true false false false false true true false false false false false false X 45 44 false false false false false true true true true false false false true true true true true true true false IN X MICHAEL BEDEL 3179556009 3200 COLD SPRING ROAD INDIANAPOLIS IN 46222 X Elsener Daniel J President, Marian University 40.0 0.0 X X 573384 0 111362 Wright Amanda Dean of COM 40.0 0.0 X 374139 0 41756 Knight Clif Assist. Dean of Clinic Affairs 40.0 0.0 X 368593 0 40756 Britt Kenith C Sr. VP of Strat. Growth & Inn 40.0 0.0 X 344465 0 59342 Ginder Gregory Sr. VP for Pers., Fin. & Tech 40.0 0.0 X 262943 0 59627 Casey Marsha Sr. VP of Health Professions 40.0 0.0 X 290634 0 28757 Rawski Greg E Dean - Byrum School of Bus. 40.0 0.0 X 262662 0 40934 Stelflug Bradley W Dir. of Nurse Anesthesia Prog. 40.0 0.0 X 254522 0 39658 Lucich John A Chair of Internal Medicine 40.0 0.0 X 242964 0 33691 Eland David C Prof. of Osteo. Princ. & Prac. 40.0 0.0 X 251282 0 20215 Silva Alan Executive VP & Provost 40.0 0.0 X 245860 0 23930 Nelligan Luke J Sr. Advisor to the COM Dean 40.0 0.0 X 236822 0 24888 Finke John F VP for Institution Advancement 40.0 0.0 X 198417 0 51473 Lawrence Deborah Anne Sr. VP for Strat. Ptnship & GC 40.0 0.0 X 200064 0 22477 Heidt Joseph Chancellor, Ancilla College MU 40.0 0.0 X 181957 0 33719 Stanley Raymond L VP & Chief Information Officer 40.0 0.0 X 175937 0 29141 Enneking Thomas Advisor to the President 40.0 0.0 X 179013 0 25175 Wucher Bradley VP of Enrollment, Mkt. & Comm. 40.0 0.0 X 172727 0 28884 Gomez Dorothy Dean Leighton Sch. of Nursing 40.0 0.0 X 181193 0 19119 Rodgers Ruth Randolph Sr. VP for Leadership Integ. 40.0 0.0 X 162032 0 26840 Turner Latonya Dean Klipsch Educators College 40.0 0.0 X 157225 0 27385 Jackson Leon Chancellor, St. Joseph's MU 40.0 0.0 X 143142 0 8398 Setmeyer Adam P VP for Mission & Ministry 40.0 0.0 X 113581 0 30449 Gianoli Sr Mary Beth VP for Mission Integration 40.0 40.0 X 89289 0 9804 Becher Michael Trustee 2.0 0.0 X 0 0 0 Beraldi Fernanda Trustee 2.0 0.0 X 0 0 0 Bonach Edward Trustee 2.0 0.0 X 0 0 0 Bruns Scott Trustee 2.0 0.0 X 0 0 0 Cardis John Trustee 2.0 0.0 X 0 0 0 Carson Phil Trustee 2.0 0.0 X 0 0 0 Cleveland OSF Sr Jean Marie Trustee 2.0 32.0 X 0 0 0 Eckman William P Chair Emeritus 2.0 0.0 X 0 0 0 Feser Denise B Board Chair 2.0 0.0 X X 0 0 0 Franzer Sr Christa Vice-Chair 2.0 32.0 X X 0 0 0 French Fritz Trustee 2.0 0.0 X 0 0 0 Frye Anne M Trustee 2.0 0.0 X 0 0 0 Gardner Adarius Trustee 2.0 0.0 X 0 0 0 Gary Jr Theodis Ted Trustee 2.0 0.0 X 0 0 0 Grisley OSF Sr Annette Trustee 2.0 32.0 X 0 0 0 Hackman Stephen J Trustee 2.0 0.0 X 0 0 0 Haire David Trustee 2.0 0.0 X 0 0 0 Harrison Jeffrey Trustee 2.0 0.0 X 0 0 0 Hart John J Trustee 2.0 0.0 X 0 0 0 Hicks Linda M Trustee 2.0 0.0 X 0 0 0 Horney OSF Sr Margaret Trustee 2.0 32.0 X 0 0 0 Huelsmann PHJC Sr Joetta Trustee 2.0 0.0 X 0 0 0 Irvin OSF Sr Maureen Trustee 2.0 32.0 X 0 0 0 Jones Jerry Trustee 2.0 0.0 X 0 0 0 Klipsch Fred S Trustee 2.0 0.0 X 0 0 0 Kubacki Rebecca Trustee 2.0 0.0 X 0 0 0 Kuzmitz Joe Trustee 2.0 0.0 X 0 0 0 Leighton Alan E Trustee 2.0 0.0 X 0 0 0 McClamroch Tobin Trustee 2.0 0.0 X 0 0 0 Miller OSF Sr Joan Trustee 2.0 32.0 X 0 0 0 Nalli Jonathan S Trustee 2.0 0.0 X 0 0 0 Petrie Michael F Trustee 2.0 0.0 X 0 0 0 Price PhD Marianne Trustee 2.0 0.0 X 0 0 0 Ramsey Sr John F Trustee 2.0 0.0 X 0 0 0 Schaedel Msgr Joseph F Trustee 2.0 0.0 X 0 0 0 Semler Jerry D Trustee 2.0 0.0 X 0 0 0 Shockley DO Rachel Trustee 2.0 0.0 X 0 0 0 Steele Michele Trustee 2.0 0.0 X 0 0 0 Stenger OSF Sr Bernice Trustee 2.0 32.0 X 0 0 0 Werner Robyn R Trustee 2.0 0.0 X 0 0 0 Yeleti MD Ramarao Trustee 2.0 0.0 X 0 0 0 Young Richard Andrew Drew Trustee 2.0 0.0 X 0 0 0 Young Scott Trustee 2.0 0.0 X 0 0 0 Zavaleta Raul E Trustee 2.0 0.0 X 0 0 0 5662847 0 837780 93 false true false BROWNING CONTRUCTION 6100 W 96TH STREET INDIANAPOLIS IN 46278 CONSTRUCTION 18068317 ORBIS EDUCATION 11595 NORTH MERIDIAN SUITE 400 INDIANAPOLIS IN 46032 ON-LINE NURSING SPPT 8988528 ARAMARK INC 27310 NETWORK PLACE CHICAGO IL 60673 FOOD SERVICE 5776438 ARAMARK FACILITY SERVICES 24818 NETWORK PLACE CHICAGO IL 60673 FACILITIES SERVICES 5651282 BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 EDUCATIONAL SERVICES 1594000 83 1307880 43287 12174382 18381704 1706998 31907253 TUITION & FEES 611600 125108012 125108012 ROOM & BOARD 611710 13762944 13762944 BOOK STORE 611710 154735 154735 OTHER INCOME 611710 4462071 4462071 143487762 3904784 276 3904508 0 0 175478 277238 -101760 0 -101760 -101760 34916236 3214 37868021 0 -2951785 3214 -2948571 -2948571 78493 1307880 710783 -632290 -632290 0 0 0 0 0 0 CYCLING CENTER & CYCLOPLEX 611710 100893 100893 100893 175718071 143487762 101169 221887 0 39094194 39094194 0 0 4145315 1562762 2390233 192320 0 47380792 40943547 5362950 1074295 1951198 1609635 293599 47964 8279792 6830390 1245868 203534 3495166 2883327 525921 85918 0 317942 317942 127296 127296 54185 54185 0 277914 229265 41818 6831 11503630 9516284 1703777 283569 2749679 2268339 413747 67593 445785 367749 67078 10958 2170167 1790273 326547 53347 0 10581751 8729384 1592246 260121 937550 773429 141074 23047 0 1267273 1045433 190688 31152 3113536 2568502 468497 76537 0 9638775 7951479 1450356 236940 1462997 1206895 220139 35963 LICENSE FEES & COURSE WORK 10848859 10848859 MEAL PLAN COSTS 5106153 5106153 ATHLETIC COMPETITION 3241270 2673876 487717 79677 PROGRAM SUPPLIES & RESOURCES 2456663 2026617 369656 60390 2723959 2247124 409874 66961 173371841 152273516 18201208 2897117 17495 44548 11653194 5050000 16823940 16399824 1816970 2020686 0 0 0 0 922448 1795521 0 0 3144341 2112695 288870042 109109586 162460234 179760456 103575698 102298640 20211755 22778053 577095 965706 0 0 435556 459623 321638726 333685752 19069273 12496788 0 0 14599911 13719865 17065257 16654817 0 0 0 0 95754505 102489392 0 0 6831527 6986630 153320473 152347492 X 115045458 140491790 53272795 40846470 168318253 181338260 321638726 333685752 2346230 10673777 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 54185 false false 54185 false Part II-B, Line 1G Direct Contact with Legislators & Government Officials: Marian University contracts with registered lobbyists to work with the Indiana General Assembly and the United States Congress on issues impacting higher education generally (for example, financial aid) and Marian specifically (for example, appropriation requests). Marian University also collaborates with the Independent Colleges of Indiana in its efforts to influence the Indiana General Assembly to maintain the amount of financial aid available to college students, most notably through a student lobbying day at the statehouse. 349525 X false 93382109 7635233 11240087 4682345 390623 250276 106934185 107703867 5610872 -16599252 2976686 144430 212262 93382109 74932481 10437096 25127525 2357818 297591 137826 107703867 69273104 6115309 1928454 1982057 292763 109566 74932481 63740038 3626999 4006591 1458857 441462 200205 69273104 0.80000 0.14800 0.05200 true false 2538196 2538196 182543392 64706021 117837371 46461847 31204678 15257169 349525 56977082 13198887 44127720 179760456 PRIVATE CAPITAL 5530948 F HEDGE FUNDS 5674048 F REAL ASSETS 3074323 F ALT MARKETABLE SECURITIES 8498734 F 22778053 0 ADVANCES STUDENT LOANS 160310 REFUNDABLE ENDOWMENT ASSETS 6340968 OPERATING LEASE LIABILITY 485352 6986630 X 148007761 10673777 988021 11661798 136345963 277914 39094194 39372108 175718071 134987754 988021 988021 133999733 277914 39094194 39372108 173371841 SCHEDULE D, PART III, LINE 4 COLLECTIONS OF ART, HISTORICAL TREASURERS, AND OTHER SIMILAR ASSETS: DONATIONS RECEIVED INCLUDE A ST JOHN'S BIBLE, STAMP COLLECTION, LITHOGRAPHS, PRINTS, SCULPTURES, AFRICAN MASKS AND FIGURINES AND A DONATED CRYPT. THESE TREASURES ARE DISPLAYED IN VARIOUS LOCATIONS THROUGHOUT THE CAMPUS. MUCH OF THE ARTWORK IS RELIGIOUS IN NATURE AND IS THEREFORE CONSISTENT WITH OUR CATHOLIC HERITAGE; OTHER ARTWORK WAS DISPLAYED IN ATTEMPT TO HONOR DONOR'S WISHES AND SUPPORT THE CULTURAL ASPECTS OF OUR LIBERAL ARTS TRADITION. SCHEDULE D, PART V, LINE 4 INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS: THE MAJORITY OF THE ENDOWMENT FUND IS USED TO PROVIDE STUDENT SCHOLARSHIPS. IN ADDITION, WE HAVE 18 ENDOWMENTS WHICH SUPPORT MATH AND SCIENCE, TECHNOLOGY, FACULTY DEVELOPMENT, ECOLAB, RELIGIOUS ARCHITECTURAL LANDSCAPE, GLOBAL STUDIES, TRAVEL, MEDICAL ETHICS, CHEMISTRY, NURSING, MEDICAL STUDENT EDUCATIONAL EXPENSES AND MEDICAL STUDENT AID. SCHEDULE D, PART X ASC 740 DISCLOSURE: 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, PARTS XI & XII, LINE 2D OTHER ADJUSTMENTS: EXPENSES FOR RENTAL FACILITY $ 277,238 FUNDRAISING EXPENSES $ 710,783 TOTAL $ 988,021 SCHEDULE D, PARTS XI & XII, LINE 4B OTHER ADJUSTMENTS: STUDENT SCHOLARSHIPS $ 39,094,194 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE POLICY IS LOCATED ON THE MAIN PAGE OF THE MARIAN.EDU WEBSITE AT ALL TIMES. ANY INTERESTED PARTIES MAY ACCESS AND REVIEW THE FULL POLICY AT ANY TIME BY SELECTING THE NON-DISCRIMINATION LINK. SCHEDULE E, PART I, LINE 6A PELL GRANTS, SEOG GRANTS, FEDERAL AND PLUS LOANS, FREEDOM CHOICE, 21ST CENTURY SCHOLARS, PART-TIME, TEACHING, COLLEGE OF OSTEOPATHIC MEDICINE INDIANA GRANT, MITCH DANIELS STATE AID AND MINORITY STUDENTS. CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES STUDY ABROAD PROGRAM 23415 EAST ASIA AND THE PACIFIC PROGRAM SERVICES STUDENT RECRUITING 3007 EUROPE (INCLUDING ICELAND AND GREENLAND) PROGRAM SERVICES CONFERENCES 15342 EUROPE (INCLUDING ICELAND AND GREENLAND) PROGRAM SERVICES CYCLING EVENT 3454 EUROPE (INCLUDING ICELAND AND GREENLAND) PROGRAM SERVICES EDUCATIONAL SUPPLIES 187 EUROPE (INCLUDING ICELAND AND GREENLAND) PROGRAM SERVICES IDEAS GRANT EXPENSE 3000 EUROPE (INCLUDING ICELAND AND GREENLAND) PROGRAM SERVICES STUDENT RECRUITING 284 EUROPE (INCLUDING ICELAND AND GREENLAND) PROGRAM SERVICES STUDY ABROAD 191716 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES EDUCATION SOFTWARE 9952 NORTH AMERICA PROGRAM SERVICES CONFERENCES 7913 NORTH AMERICA PROGRAM SERVICES EDUCATION SOFTWARE 14473 NORTH AMERICA PROGRAM SERVICES EMPLOYEE RECRUITING 1947 SOUTH AMERICA PROGRAM SERVICES CONFERENCES 441 SOUTH ASIA PROGRAM SERVICES CONFERENCES 2700 SOUTH ASIA PROGRAM SERVICES STUDENT RECRUITING 5506 SUB-SAHARAN AFRICA PROGRAM SERVICES STUDY ABROAD 11409 SOUTH AMERICA PROGRAM SERVICES EDUCATIONAL SUPPLIES 1603 Central America and the Caribbean Investments 17486285 296349 17486285 17782634 true false true true true false 2022 GALA 813513 785513 28000 146242 310601 57600 73193 2023 CLAYTON 393500 356657 36843 35431 44340 1200 7625 2 179360 165710 13650 12753 13265 4480 4053 1386373 1307880 78493 194426 368206 63280 84871 710783 -632290 true STUDENT SCHOLARSHIPS 1947 39094194 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S.: MARIAN UNIVERSITY IS SUBJECT TO THE COMPLIANCE AND INTERNAL CONTROL REQUIREMENTS OF OMB-A133 AND FOLLOWS ALL APPLICABLE GUIDELINES. INSTITUTIONAL AND PRIVATELY FUNDED FINANCIAL AID IS DETERMINED ON A CASE-BY-CASE BASIS BASED ON MERIT, NEED, AND EXTRACURRICULAR ACTIVITIES. X X X true true X X X X X false true false false false false false true false Elsener Daniel J President, Marian University 562804 0 10580 89396 21966 684746 Britt Kenith C Sr. VP of Strat. Growth & Inn 220085 17500 106880 36631 22711 403807 106304 Casey Marsha Sr. VP of Health Professions 268937 18900 2797 20149 8608 319391 Finke John F VP for Institution Advancement 177760 20000 657 28843 22630 249890 Ginder Gregory Sr. VP for Pers., Fin. & Tech 241324 20000 1619 42659 16968 322570 Lawrence Deborah Anne Sr. VP for Strat. Ptnship & GC 194040 5000 1024 13933 8544 222541 Rodgers Ruth Randolph Sr. VP for Leadership Integ. 160240 0 1792 11217 15623 188872 Silva Alan Executive VP & Provost 229254 15000 1606 15336 8594 269790 Stanley Raymond L VP & Chief Information Officer 175291 0 646 12270 16871 205078 Wucher Bradley VP of Enrollment, Mkt. & Comm. 171523 0 1204 12007 16877 201611 Heidt Joseph Chancellor, Ancilla College MU 170123 11250 584 11107 22612 215676 Jackson Leon Chancellor, St. Joseph's MU 122851 20000 291 0 8398 151540 Enneking Thomas Advisor to the President 171973 5000 2040 12388 12787 204188 Wright Amanda Dean of COM 373524 0 615 26147 15609 415895 Rawski Greg E Dean - Byrum School of Bus. 246977 15000 685 18388 22546 303596 Gomez Dorothy Dean Leighton Sch. of Nursing 179929 0 1264 12595 6524 200312 Turner Latonya Dean Klipsch Educators College 156646 0 579 10574 16811 184610 Knight Clif Assist. Dean of Clinic Affairs 366817 0 1776 23736 17020 409349 Lucich John A Chair of Internal Medicine 241313 0 1651 16892 16799 276655 Eland David C Prof. of Osteo. Princ. & Prac. 250872 0 410 11792 8423 271497 Stelflug Bradley W Dir. of Nurse Anesthesia Prog. 253876 0 646 17105 22553 294180 Nelligan Luke J Sr. Advisor to the COM Dean 235178 0 1644 16462 8426 261710 SCHEDULE J, PART I, LINE 1A BENEFITS PROVIDED: THE PRESIDENT USES FIRST-CLASS TRAVEL FOR BUSINESS TRIPS. THIS IS NOT INCLUDED IN HIS W-2 INCOME. SPOUSAL TRAVEL PROVIDED ONLY FOR BUSINESS RELATED ACTIVITIES; SOCIAL CLUBS DUES USED ONLY FOR BUSINESS TRANSACTIONS; EMPLOYEES ARE RESPONSIBLE FOR REIMBURSING THE UNIVERSITY FOR PERSONAL EXPENSES OR USE OF FACILITIES THAT ARE PAID FOR BY THE UNIVERSITY. SCHEDULE J, PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN: DANIEL ELSENER, KENITH BRITT, JOHN FINKE, AND GREGORY GINDER PARTICIPATED IN A SECTION 457(F) PLAN DURING THE YEAR, RECEIVING CONTRIBUTIONS TO THEIR PLANS IN THE AMOUNTS OF $75,000, $20,000, $15,000, AND $25,000, RESPECTIVELY; DANIEL ELSENER RECEIVED AN ADDITIONAL NON-ELECTIVE CONTRIBUTION OF $25,000; THESE PAYMENTS HAVE BEEN INCLUDED IN PART II, COLUMN (C) FOR THE CURRENT YEAR. KENITH BRITT ALSO RECEIVED A 457(F) PAYOUT IN THE CURRENT YEAR AND THIS AMOUNT HAS BEEN INCLUDED IN PART II, COLUMN (B)(III) AND COLUMN F. THE PARTICIPANT'S SERVICE COMPLETION DATE UNDER AGREEMENT IS AS FOLLOWS: DANIEL ELSENER - 9/30/2024 KENITH BRITT - 6/30/2027 JOHN FINKE - 6/30/2027 GREGORY GINDER - 6/30/2025 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS: THE PRESIDENT MAY RECEIVE PERFORMANCE PAYMENTS UP TO 25% OF ANNUAL SALARY AT THE BOARD'S DISCRETION. KENITH C. BRITT, JOHN FINKE, GREGORY GINDER, DEBORAH LAWRENCE, ALAN SILVA, STEVEN DOWNING, THOMAS ENNEKING AND MARSHA CASEY RECEIVED A PERFORMANCE PAYMENT AT THE PRESIDENT'S DISCRETION. A INDIANA FINANCE AUTHORITY 351460231 455057F52 2019-09-17 18127213 2019 MARIAN UNIVERSITY PROJECT false false false A 805000 0 18185307 950600 0 0 128681 0 0 17105729 25 0 2021 false false true true A false false false false 0 false false false true A false true false false false false 0 false 0 false true A true NOT REQUIRED NOT REQUIRED 15500 MERIT/NEED-BASED AID EDUCATIONAL SCHOLARSHIPS BROWNING CONSTRUCTION SUBSTANTIAL CONTRIBUTOR 18068317 CONSTRUCTION false ARAMARK INC SUBSTANTIAL CONTRIBUTOR 5776438 FOOD SERVICE CONTRACT false ARAMARK FACILITY SERVICES SUBSTANTIAL CONTRIBUTOR 5651282 FACILITIES CONTRACT false SCHEDULE L, PART III FINANCIAL AID TO INTERESTED PERSONS AND/OR FAMILY MEMBERS: THE AMOUNT LISTED IN PART III REPRESENTS FINANCIAL AID AND/OR SCHOLARSHIPS THAT WERE AWARDED TO INTERESTED PERSONS AND/OR FAMILY MEMBERS. THE ONLY AMOUNTS AWARDED ARE SCHOLARSHIPS AND FINANCIAL AID AWARDS. THESE FUNDS ARE DISBURSED BY THE COLLEGE'S FINANCIAL AID DEPARTMENT IN STRICT ADHERENCE TO ALL FEDERAL AND STATE REGULATIONS. X 376 FAIR MARKET VALUE X 2500 FAIR MARKET VALUE X 1 15059 FAIR MARKET VALUE X 101 1667703 FAIR MARKET VALUE X 1 125000 FAIR MARKET VALUE X 3 7200 FAIR MARKET VALUE X XRAY DETECTOR 1 6000 FAIR MARKET VALUE X LAB FREEZER 1 300 FAIR MARKET VALUE X PIANO 1 325 FAIR MARKET VALUE X TRANSFER SWITCH 1 4660 FAIR MARKET VALUE X MEMBERSHIPS 1 1029 FAIR MARKET VALUE X GOLF OUTING, SIGNAGE, TICKETS 1 7875 FAIR MARKET VALUE false true false SCHEDULE M, PART I, LINE 9 SECURITIES - PUBLICLY TRADED: NONCASH CONTRIBUTIONS ON SCHEDULE M ARE REPORTED IN THE YEAR RECEIVED. PUBLICLY TRADED SECURITIES IN THE AMOUNT OF $131,029 RECEIVED WERE PLEDGE PAYMENTS THAT WERE RECORDED AS REVENUE ON PART VIII OF THE FORM 990 IN A PREVIOUS YEAR. SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTORS: MARIAN UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN (B). FORM 990, PART IV, LINE 28A BUSINESS TRANSACTIONS INVOLVING SUBSTANTIAL CONTRIBUTORS: FORM 990, PART IV, LINE 28A IS CHECKED YES BECAUSE THERE ARE BUSINESS TRANSACTIONS BETWEEN MARIAN UNIVERSITY AND SUBSTANTIAL CONTRIBUTORS LISTED SCHEDULE B. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF TRUSTEES MEETS FOUR TIMES A YEAR TO VOTE ON ISSUES. THE EXECUTIVE COMMITTEE MEETS INFREQUENTLY AND ONLY WHEN AN URGENT ISSUE MUST BE ADDRESSED, AND THEN DECISIONS ARE SUBSEQUENTLY RATIFIED BY THE FULL BOARD. FORM 990, PART VI, SECTION A, LINE 1B INDEPENDENT BOARD MEMBERS: DANIEL J. ELSENER IS A PAID EMPLOYEE OF THE UNIVERSITY AND IS THEREFORE CONSIDERED NON-INDEPENDENT. FORM 990, PART VI, SECTION A, LINE 7A POWER TO ELECT MEMBERS OF GOVERNING BODY: NOT FEWER THAN THREE AND NOT MORE THAN SEVEN TRUSTEES OF THE BOARD OF TRUSTEES SHALL BE MEMBERS OF THE SISTERS OF ST. FRANCIS OF OLDENBURG INC. OR SHALL BE INDIVIDUALS NOMINATED BY SISTERS OF ST. FRANCIS OF OLDENBURG. ONE OF THESE SHALL BE THE CONGREGATIONAL MINISTER OF THE SISTERS OF ST. FRANCIS OF OLDENBURG INC., AS SELECTED BY THE RULES AND REGULATIONS OF THAT ORDER. FORM 990, PART VI, SECTION B, LINE 7B GOVERNANCE DECISIONS SUBJECT TO APPROVAL OF GOVERNING BODY: THE SISTERS OF ST. FRANCIS ARE OWNERS OF SOME OF THE ASSETS OF THE UNIVERSITY AND HAVE MUTUAL RESPONSIBILITY FOR AFFIRMING POLICIES OF THE UNIVERSITY AS A FRANCISCAN CATHOLIC INSTITUTION. RESPONSIBILITIES INCLUDE: 1.) FOSTER THE EXPRESSION AND IMPLEMENTATION OF MISSION STATEMENT; 2.) MAINTAIN A RELATIONSHIP WITH THE ARCHBISHOP OF THE CHURCH IN THE INDIANAPOLIS ARCHDIOCESE; AND 3.) ATTEND TO SOCIAL JUSTICE CONCERNS. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE SR VP/CFO, ASST VP FINANCE AND ACCTG AND FINANCIAL ANALYST REVIEW THE 990 IN DETAIL WITH THE CPA FIRM THAT PREPARES THE RETURN AND THEN IT IS PRESENTED TO THE AUDIT COMMITTEE. ONCE THE AUDIT COMMITTEE REVIEWS AND APPROVES THE RETURN, THE FORM 990 (NOT INCLUDING SCHEDULE B TO PROTECT THE ANONYMITY OF DONORS) WILL BE PASSWORD-PROTECTED AND POSTED TO MARIAN'S WEBSITE. BOARD MEMBERS WILL BE NOTIFIED THAT THE FORM 990 IS AVAILABLE FOR THEIR REVIEW AND WILL BE GIVEN A PASSWORD TO ACCESS THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ALL BOARD OF TRUSTEE MEMBERS AND KEY EMPLOYEES ARE ASKED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE SECRETARY OF THE BOARD OF TRUSTEES MAINTAINS THE LIST AND FOLLOWS UP ON OUTSTANDING ISSUES. ALL INFORMATION IS SUBMITTED TO THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE AUDIT COMMITTEE IS RESPONSIBLE FOR TAKING ANY ADDITIONAL ACTION NEEDED. ANY PERSON WITH A CONFLICT ABSTAINS FROM VOTING ON THE RELATED ISSUE. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: THE COMPENSATION COMMITTEE, A SPECIAL SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, DETERMINES AND APPROVES THE PRESIDENT'S COMPENSATION. THE PROCESS STARTS WITH HR PROVIDING THE COMMITTEE WITH THE NECESSARY COMPENSATION DATA WHICH IS REVIEWED IN DETAIL AND INCLUDES PRIOR AND CURRENT COMPENSATION INFORMATION. THE COMMITTEE'S DECISION AND NOTES FROM THE COMMITTEE'S FINDINGS ARE PROVIDED TO HR. FOLLOWING THIS, THE COMPENSATION DECISION IS PRESENTED AT AN EXECUTIVE SESSION OF THE BOARD FOR APPROVAL. THIS PROCESS WAS LAST UNDERTAKEN IN FALL OF 2022. FORM 990, PART VI, SECTION B, LINE 15B REVIEW OF TOP MANAGEMENT OFFICIAL COMPENSATION: THE PRESIDENT REVIEWS AND PROVIDES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE FOR FEEDBACK, ADJUSTMENTS TO THE OFFICERS AND KEY EMPLOYEE COMPENSATION BASED ON PEER COMPENSATION, BENCHMARKING REPORTS, GUIDELINES PROVIDED BY THE HR DEPARTMENT AND EMPLOYEE PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND F/S: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SISTERS OF ST FRANCIS 22143 MAIN STREET OLDENBURG IN 47036 350868953 RELIGIOUS IN 501(C)(3) 1 NA false INDEPENDENT COLLEGES OF INDIANA INC 30 S MERIDIAN STREET INDIANAPOLIS IN 46204 310901001 EDUC SUPPORT IN 501(C)(3) 12 TYPE I NA false false false true false false false false false false false false false false false false false false false false