Civic Intelligence

Lewis University

990T • Fiscal year 2023 • EIN 36-2167773

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

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1 University ParkwayRomeoville, IL 60446

(815) 838-0500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2011: $179,938,489Liabilities 2011: $107,792,022Net Assets 2011: $72,146,4672011Assets 2012: $215,099,848Liabilities 2012: $136,975,797Net Assets 2012: $78,124,0512012Assets 2013: $225,125,463Liabilities 2013: $135,584,481Net Assets 2013: $89,540,9822013Assets 2015: $273,817,760Liabilities 2015: $161,529,709Net Assets 2015: $112,288,0512015Assets 2016: $280,629,098Liabilities 2016: $162,018,240Net Assets 2016: $118,610,8582016Assets 2018: $300,317,557Liabilities 2018: $159,563,631Net Assets 2018: $140,753,9262018Assets 2019: $240,548,581Liabilities 2019: $97,230,068Net Assets 2019: $143,318,5132019Assets 2020: $241,611,224Liabilities 2020: $94,166,105Net Assets 2020: $147,445,1192020Assets 2021: $272,027,426Liabilities 2021: $97,255,489Net Assets 2021: $174,771,9372021Assets 2022: $274,262,220Liabilities 2022: $94,413,755Net Assets 2022: $179,848,4652022Assets 2024: $325,646,713Liabilities 2024: $103,408,786Net Assets 2024: $222,237,9272024

Latest loaded filing

2024

Assets$325,646,713
Liabilities$103,408,786
Net Assets$222,237,927

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MExpenses 2011: $129,020,4752011Expenses 2012: $139,878,9182012Expenses 2013: $145,000,5472013Revenue 2015: $169,039,057Expenses 2015: $159,635,391Net Income 2015: $9,403,6662015Revenue 2016: $166,294,427Expenses 2016: $159,811,662Net Income 2016: $6,482,7652016Revenue 2018: $186,632,471Expenses 2018: $177,520,966Net Income 2018: $9,111,5052018Revenue 2019: $166,634,416Expenses 2019: $165,878,552Net Income 2019: $755,8642019Revenue 2020: $165,657,993Expenses 2020: $164,630,013Net Income 2020: $1,027,9802020Revenue 2021: $179,143,045Expenses 2021: $171,393,567Net Income 2021: $7,749,4782021Revenue 2022: $192,384,198Expenses 2022: $178,344,761Net Income 2022: $14,039,4372022Revenue 2024: $206,732,369Expenses 2024: $207,521,396Net Income 2024: -$789,0272024

Latest loaded filing

2024

Revenue$206,732,369
Expenses$207,521,396
Net Income-$789,027
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

Lewis university, guided by its catholic and lasallian heritage, provides to a diverse student population programs for a liberal and professional education grounded in the interaction of knowledge and fidelity in the search for truth. Lewis promotes the development of the complete person through the pursuit of wisdom and justice. Fundamental to its mission is a spirit of association which fosters community in all teaching, learning and service.

Filing and Contact Details

Filer

Filer Name
Lewis University
EIN
36-2167773
In Care Of
% TERESA KREJCI
Phone
8158380500
Address
1 UNIVERSITY PARKWAY, ROMEOVILLE, IL 60446

Signing Officer

Name
Teresa Krejci
Title
VP Finance/CFO
Phone
8158380500
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
111 E Wayne St Suite 600, Fort Wayne, IN 46802
Preparer
Lauren R Denton
Phone
2604604000
Raw XML Appendix102 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1120ScheduleD/NetCapitalGainAmt07575
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt07575
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt01214
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt05405
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt05405
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01214
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt01214
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt05405
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LT CAPITAL GAIN
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt05405
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt05405
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01214
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt01214
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ST CAPITAL GAIN
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt01214
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt01214
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TERESA KREJCI
IRS990T/BooksInCareOfDetail/PhoneNum08158365201
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01 UNIVERSITY PARKWAY
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ROMEOVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd060446
IRS990T/BookValueAssetsEOYAmt0286675432
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt0187
IRS990T/EstimatedTaxPaymentsAmt0200
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
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IRS990T/Organization501cCorporationInd0X
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IRS990T/OverpaymentSection/OverpaymentAmt0165
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IRS990T/PriorYearOverpaymentCreditAmt0108
IRS990TScheduleA/CapitalGainNetIncomeAmt08789
IRS990TScheduleA/NetOperatingLossDeductionAmt07472
IRS990TScheduleA/OtherDeductionsAmt01430
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt01430
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01981
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt010770
IRS990TScheduleA/TotUnrltTrdBusIncmAmt010770
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt09340
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01868
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt0143
IRS990T/TaxLessCreditsAmt0143
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0308
IRS990T/TotalTaxAmt0143
IRS990T/TotalTaxComputationAmt0143
IRS990T/TotalUBTIAmt0681
IRS990T/TotalUBTIBeforeNOLSpecificAmt01681
IRS990T/TotalUBTIBeforeSection199AAmt01681
IRS990T/TotalUBTIComputedAmt01868
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA KREJCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE/CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08158380500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEWIS UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0LEWI
ReturnHeader/Filer/EIN0362167773
ReturnHeader/Filer/InCareOfNm0% TERESA KREJCI
ReturnHeader/Filer/PhoneNum08158380500
ReturnHeader/Filer/USAddress/AddressLine1Txt01 UNIVERSITY PARKWAY
ReturnHeader/Filer/USAddress/CityNm0ROMEOVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060446
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E Wayne St Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046802
ReturnHeader/PreparerPersonGrp/PhoneNum02604604000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN R DENTON
ReturnHeader/ReturnTs02024-05-10T15:39:46-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERESA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KREJCI
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$326$103$222$207$208$0.79
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$274$94.4$180$192$178$14.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$272$97.3$175$179$171$7.75
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$242$94.2$147$166$165$1.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$241$97.2$143$167$166$0.76
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$300$160$141$187$178$9.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$281$162$119$166$160$6.48
2015Detailed filing. Detailed filing data is available for this year.$274$162$112$169$160$9.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$225$136$89.5$145
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$215$137$78.1$140
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$180$108$72.1$129