JOHN CARROLL UNIVERSITY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN CARROLL UNIVERSITY (EIN 34-0714681)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-04-06
- IRS object ID
- 202120969349301422
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-06T12:32:19-05:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Main St Suite 700 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714681 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN CARROLL UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LAURI STRIMKOVSKY | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2163971886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JOHN CARROLL BOULEVARD | AddressLine1Txt |
| City | UNIVERSITY HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURI STRIMKOVSKY | PersonNm |
| Person Title | VP OF FINANCE | PersonTitleTxt |
| Phone | 2163974273 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren R Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL D JOHNSON PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JOHN CARROLL BLVD | AddressLine1Txt |
| City | UNIVERSITY HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $201,318,100 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JCU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1886 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | AS ONE OF 27 JESUIT CATHOLIC UNIVERSITIES IN THE USA, JOHN CARROLL UNIVERSITY'S MISSION IS TO INSPIRE INDIVIDUALS TO EXCEL IN LEARNING, LEADERSHIP, AND SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 2257 | TotalEmployeeCnt |
| Total Volunteers | 657 | TotalVolunteersCnt |
| Total Gross UBI | $136,696 | TotalGrossUBIAmt |
| PY Contributions Grants | $11,622,608 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,896,216 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $149,841,164 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $146,327,643 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,092,377 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,832,972 | CYInvestmentIncomeAmt |
| PY Other Revenue | $443,047 | PYOtherRevenueAmt |
| CY Other Revenue | $564,541 | CYOtherRevenueAmt |
| PY Total Revenue | $169,999,196 | PYTotalRevenueAmt |
| CY Total Revenue | $162,621,372 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $74,671,569 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $75,575,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $55,622,862 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $57,456,883 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,639,463 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $38,162,738 | PYOtherExpensesAmt |
| CY Other Expenses | $37,219,287 | CYOtherExpensesAmt |
| PY Total Expenses | $168,457,169 | PYTotalExpensesAmt |
| CY Total Expenses | $170,251,920 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,542,027 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,630,548 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $446,918,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $446,118,566 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $89,425,305 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,750,187 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $357,492,973 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $358,368,379 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOR OVER 130 YEARS, JOHN CARROLL HAS FOCUSED ON GRADUATING STUDENTS WITH INTELLECT AND CHARACTER IN THE JESUIT TRADITION OF EDUCATIONAL EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $160,247,825 | ExpenseAmt |
| Grant | $75,575,750 | GrantAmt |
| Revenue | $146,327,643 | RevenueAmt |
| Desc | FROM ITS MODEST ORIGIN IN 1886 AS SAINT IGNATIUS COLLEGE ON CLEVELAND'S NEAR WEST SIDE, JOHN CARROLL TODAY IS WIDELY RECOGNIZED AS A TRANSFORMATIVE UNIVERSITY THAT EXCELS IN UNDERGRADUATE AND POST-GRADUATE EDUCATION, ATTRACTING STUDENTS FROM 34 STATES AND 29 COUNTRIES. THE UNIVERSITY STRIVES TO DEVELOP EACH STUDENT AS A WHOLE PERSON - MIND, BODY, AND SOUL. AT THE SAME TIME, STUDENTS ARE CHALLENGED TO MAKE A DIFFERENCE IN THE WORLD THROUGH LEADERSHIP AND SERVICE. AS A JESUIT CATHOLIC UNIVERSITY, JOHN CARROLL OFFERS A RIGOROUS EDUCATION BASED ON A WELL-DEVELOPED LIBERAL ARTS CORE CURRICULUM, INCLUDING A VARIETY OF ACADEMIC PROGRAMS IN THE ARTS AND SCIENCES, AND EDUCATION. U.S. NEWS AND WORLD REPORT ANNUALLY RANKS JOHN CARROLL AMONG THE TOP 10 UNIVERSITIES IN THE MIDWEST THAT GRANT MASTER'S DEGREES, AND THE UNIVERSITY'S JOHN M. AND MARY JO BOLER COLLEGE OF BUSINESS HOLDS DUAL AACSB ACCREDITATION - AN INTERNATIONAL DISTINCTION AWARDED BY THE ASSOCIATION TO ADVANCE COLLEGIATE SCHOOLS OF BUSINESS PLACING IT IN THE TOP FIVE PERCENT OF BUSINESS SCHOOLS WORLDWIDE. A BLOOMBERG BUSINESSWEEK SURVEY OF EMPLOYERS RANKED THE BOLER SCHOOL OF BUSINESS NUMBER ONE IN THE NATION IN PREPARING STUDENTS FOR CAREERS. JOHN CARROLL CONSISTENTLY RANKS AS ONE OF THE TOP SCHOOLS IN THE MIDWEST FOR RETENTION RATES AND GRADUATION RATES, WHICH SIGNIFICANTLY EXCEEDS U.S. AND OHIO AVERAGES. THE UNIVERSITY'S 13:1 STUDENT/FACULTY RATIO ENSURES INDIVIDUAL ATTENTION AND AN INTERACTIVE EXPERIENCE. 85% OF ALL CLASSES HAVE FEWER THAN 30 STUDENTS WITH NO CLASS EXCEEDING 50 STUDENTS. THE UNIVERSITY EDUCATED 3,017 UNDERGRADUATE STUDENTS AND 462 GRADUATE STUDENTS; OFFERED 43 BACHELOR DEGREE MAJORS AND 21 GRADUATE SCHOOL PROGRAMS; AND CONFERRED 735 BACHELOR AND 204 MASTERS DEGREES IN THE 2019-2020 ACADEMIC YEAR. JOHN CARROLL IS RECOGNIZED FOR EXCELLENT RETENTION AND GRADUATION RATES. 89% OF JCU FRESHMEN RETURN AS SOPHOMORES, AND 68% OF JCU UNDERGRADS RECEIVE THEIR BACHELOR'S DEGREES IN FOUR YEARS, COMPARED WITH 53% OF OTHER FOUR-YEAR PRIVATE SCHOOLS NATIONWIDE, AND 33% OF FOUR-YEAR PUBLIC SCHOOLS. JOHN CARROLL UNIVERSITY HAS BEEN NAMED TO THE PRESIDENT'S HIGHER EDUCATION COMMUNITY SERVICE HONOR ROLL MULTIPLE TIMES. SERVICE TO OTHERS IS A DEFINING ELEMENT OF THE UNIVERSITY, WHERE MORE THAN TWO THIRDS OF THE STUDENT BODY PARTICIPATE IN SERVICE ACTIVITIES. STUDENTS HAVE MANY OPPORTUNITIES TO ENGAGE WITH THE LOCAL COMMUNITY FROM THE TIME THEY ARE FRESHMEN. OUR STUDENTS LEARN FROM DISTINGUISHED FACULTY WHO ARE EXPERTS IN THEIR RESPECTIVE FIELDS. 96% OF OUR 181 FULL-TIME TEACHING FACULTY MEMBERS HOLD DOCTORAL DEGREES OR THE TERMINAL DEGREE IN THEIR FIELD; NINE ARE FULBRIGHT FELLOWS. THE MAJORITY OF OUR FACULTY HAVE PUBLISHED BOOKS, ARTICLES, OR RECEIVED RESEARCH GRANTS IN THE PAST TWO YEARS. THE UNIVERSITY'S VARSITY SPORTS TEAMS COMPETE AT THE NCAA DIVISION III INTERCOLLEGIATE LEVEL, AND HAVE WON OVER 100 LEAGUE TITLES AND HAVE PLACED AMONG THE TOP 10 DIVISION III SCHOOLS IN THE NATION ON SEVERAL OCCASIONS. MORE THAN 100 VARSITY ATHLETES HAVE BEEN NAMED DIVISION III ALL-AMERICANS WITH SIX NATIONAL CHAMPIONS, THREE NATIONAL PLAYERS OF THE YEAR AND ONE ACADEMIC ALL-AMERICAN OF THE YEAR. NEARLY 500 UNDERGRADUATES PARTICIPATE IN 23 VARSITY MEN'S AND WOMEN'S SPORTS. STUDENTS ALSO HAVE ACCESS TO INTRAMURAL SPORTS, CLUB SPORTS, AND OTHER FITNESS AND RECREATIONAL ACTIVITIES. JOHN CARROLL UNIVERSITY WELCOMES STUDENTS AND FACULTY FROM DIFFERENT RELIGIOUS BACKGROUNDS AND VALUE SYSTEMS IN THE BELIEF THAT THE EDUCATIONAL ENVIRONMENT WHICH THE UNIVERSITY PROVIDES IS ONE WHICH THESE STUDENTS AND FACULTY MAY FIND CONGENIAL, REWARDING, AND ENRICHED BY THEIR PRESENCE. WITHIN THIS ENVIRONMENT THERE IS CONCERN FOR THE HUMAN AND SPIRITUAL DEVELOPMENTAL NEEDS OF THE STUDENTS AND A DEEP RESPECT FOR THE FREEDOM AND DIGNITY OF THE HUMAN PERSON. A FACULTY NOT ONLY PROFESSIONALLY QUALIFIED, BUT ALSO STUDENT ORIENTED, CONSIDERS EXCELLENCE IN INTERPERSONAL RELATIONSHIPS AS WELL AS ACADEMIC ACHIEVEMENT AMONG ITS PRIMARY GOALS. | Desc |
| Total Program Service Expenses | $160,247,825 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4577 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2257 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURI STRIMKOVSKY | PersonNm |
| Phone | 2163971886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JOHN CARROLL BOULEVARD | AddressLine1Txt |
| City | UNIVERSITY HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44118 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL JOHNSON | |||||||||
| PRESIDENT | 50.0 | 0.0 | Yes (X) | Yes (X) | $614,754 | $0 | $19,285 | ||
| KAREN SCHUELE | |||||||||
| PROFESSOR | 40.0 | 0.0 | $239,516 | $0 | $71,099 | Yes (X) | |||
| ALAN MICIAK | |||||||||
| DEAN | 50.0 | 0.0 | $267,164 | $0 | $24,294 | Yes (X) | |||
| DENNIS HAREZA LEFT 1219 | |||||||||
| EXECUTIVE VP/CFO | 37.5 | 0.0 | Yes (X) | $257,134 | $0 | $30,821 | |||
| ROBERT GIACALONE | |||||||||
| PROFESSOR | 40.0 | 0.0 | $250,046 | $0 | $30,484 | Yes (X) | |||
| DOREEN RILEY | |||||||||
| VP FOR ADVANCEMENT | 50.0 | 0.0 | Yes (X) | $249,246 | $0 | $29,164 | |||
| WILLIAM ELLIOTT | |||||||||
| PROFESSOR | 40.0 | 0.0 | $236,975 | $0 | $29,640 | Yes (X) | |||
| ALBERT NAGY | |||||||||
| PROFESSOR | 40.0 | 0.0 | $194,626 | $0 | $34,845 | Yes (X) | |||
| ROBERT BLOOM | |||||||||
| PROFESSOR | 40.0 | 0.0 | $193,891 | $0 | $19,371 | Yes (X) | |||
| MARK MCCARTHY | |||||||||
| VP OF STUDENT AFFAIRS | 50.0 | 0.0 | Yes (X) | $180,307 | $0 | $19,669 | |||
| STEPHANIE LEVENSON | |||||||||
| VP ENROLLMENT | 50.0 | 0.0 | Yes (X) | $166,585 | $0 | $29,410 | |||
| STEVEN HERBERT START 619 | |||||||||
| PROVOST AND AVP | 50.0 | 0.0 | Yes (X) | $152,260 | $0 | $9,557 | |||
| EDWARD PECK | |||||||||
| VP OF MISSION/IDENTITY | 50.0 | 0.0 | Yes (X) | $132,391 | $0 | $10,034 | |||
| LAURI STRIMKOVSKY START 819 | |||||||||
| VP ADMIN AND CFO | 50.0 | 0.0 | Yes (X) | $66,208 | $0 | $5,188 | |||
| TIFFANY G GREEN START 1019 | |||||||||
| VP DIVERSITY EQUITY INCLUSION | 50.0 | 0.0 | Yes (X) | $26,327 | $0 | $3,431 | |||
| REV MICHAEL J L SHEERAN SJ | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M MYERS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TERENCE C SULLIVAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM P DONNELLY | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ARA A BAGDASARIAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TERESA K LEWANDOWSKI | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REV MARK G HENNINGER SJ | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J MERRIMAN | |||||||||
| CHAIR OF THE BOARD | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA O BROWN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE D JAROSZ | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM A PRIEMER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY H PARAVANO | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY J SKODA | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD HAL F HAWK JR | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REV KEVIN J EMBACH SJ MD | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL B PETRAS JR | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL F SANSONE | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARY JO HOGAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A COYNE | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD W HANNA III | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REV THOMAS B CURRAN SJ | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REV MARTIN CONNELL SJ | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JANE B LAMBESIS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J O'ROURKE JR | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES E WINCHESTER JR | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TERRENCE P FERGUS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM E KAHL | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NANCY BENACCI | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY J CAVANAGH | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN DEMPSEY | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA J DUGANIER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL KERESMAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REV KARL KISER SJ | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE M KRAMER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LARRY OSKOWSKI | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE SAMPLE | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,227,430 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $366,292 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 79 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK | |||||
| 1101 MARKET ST | PHILADELPHIA | PA | 19107 | FOOD SERVICE | $4,130,812 |
| ABM | |||||
| PO BOX 643823 | PITTSBURGH | PA | 152643823 | JANITORIAL SERVICES | $1,486,135 |
| THE KRILL CO INC | |||||
| 1275 MAIN AVE | CLEVELAND | OH | 44113 | CONSTRUCTION | $1,567,697 |
| CLINE MECHANICAL INC | |||||
| 9976 RITTMAN ROAD | WADSWORTH | OH | 44281 | CONSTRUCTION | $1,373,973 |
| SPRINTURF LLC | |||||
| 146 FAIRCHILD STREET | DANIEL ISLAND | SC | 29492 | FIELD TURF | $695,948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 58 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $426,394 | FundraisingAmt |
| Government Grants | $1,112,893 | GovernmentGrantsAmt |
| All Other Contributions | $10,356,929 | AllOtherContributionsAmt |
| Noncash Contributions | $1,249,580 | NoncashContributionsAmt |
| Total Contributions | $11,896,216 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $129,111,439 | $129,111,439 |
| RESIDENCE AND DINING FEES | 611710 | $14,928,941 | $14,928,941 |
| OTHER | 611710 | $1,321,489 | $1,321,489 |
| MISCELLANEOUS RECEIPTS | 611710 | $965,774 | $965,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $146,327,643 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,853,227 | TotalRevenueColumnAmt |
| Exclusion | $2,853,227 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,774 | TotalRevenueColumnAmt |
| Exclusion | $105,774 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,875,860 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,392,096 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $483,764 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $483,764 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $161,693 | UnrelatedBusinessRevenueAmt |
| Exclusion | $322,071 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,204,211 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,224,466 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $979,745 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $979,745 | TotalRevenueColumnAmt |
| Exclusion | $979,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $80,166 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $426,394 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $80,166 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| HEARTLAND MANATEE RIVERFRONT | 531120 | $1,453 | $1,453 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS | 531120 | $601 | $601 |
| COMMONFUND CAPITAL VENTURE PARTNERS VI, LP | 531120 | $128 | $128 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$27,179 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$27,179 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$24,997 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $162,621,372 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $146,327,643 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $136,696 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,260,817 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,131 | TotalAmt |
| Program Services | $74,131 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,501,619 | TotalAmt |
| Program Services | $75,501,619 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,307,409 | TotalAmt |
| Program Services | $1,688,305 | ProgramServicesAmt |
| Management And General | $346,048 | ManagementAndGeneralAmt |
| Fundraising | $273,056 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,673,818 | TotalAmt |
| Program Services | $35,387,207 | ProgramServicesAmt |
| Management And General | $2,633,104 | ManagementAndGeneralAmt |
| Fundraising | $1,653,507 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,360,685 | TotalAmt |
| Program Services | $2,084,827 | ProgramServicesAmt |
| Management And General | $167,524 | ManagementAndGeneralAmt |
| Fundraising | $108,334 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,102,675 | TotalAmt |
| Program Services | $8,068,742 | ProgramServicesAmt |
| Management And General | $1,245,586 | ManagementAndGeneralAmt |
| Fundraising | $788,347 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,012,296 | TotalAmt |
| Program Services | $2,660,295 | ProgramServicesAmt |
| Management And General | $213,764 | ManagementAndGeneralAmt |
| Fundraising | $138,237 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,213,702 | TotalAmt |
| Program Services | $1,148,390 | ProgramServicesAmt |
| Management And General | $34,974 | ManagementAndGeneralAmt |
| Fundraising | $30,338 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,493 | TotalAmt |
| Management And General | $101,493 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,500 | TotalAmt |
| Management And General | $120,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150,859 | TotalAmt |
| Management And General | $1,150,859 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,686,962 | TotalAmt |
| Program Services | $2,583,443 | ProgramServicesAmt |
| Management And General | $21,366 | ManagementAndGeneralAmt |
| Fundraising | $82,153 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,400 | TotalAmt |
| Program Services | $192,697 | ProgramServicesAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
| Fundraising | -$1,297 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,482,335 | TotalAmt |
| Program Services | $2,238,480 | ProgramServicesAmt |
| Management And General | $57,191 | ManagementAndGeneralAmt |
| Fundraising | $186,664 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,927,057 | TotalAmt |
| Program Services | $1,910,969 | ProgramServicesAmt |
| Management And General | $6,870 | ManagementAndGeneralAmt |
| Fundraising | $9,218 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,045,338 | TotalAmt |
| Program Services | $6,085,707 | ProgramServicesAmt |
| Management And General | -$58,249 | ManagementAndGeneralAmt |
| Fundraising | $17,880 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,222,468 | TotalAmt |
| Program Services | $1,115,628 | ProgramServicesAmt |
| Management And General | $24,899 | ManagementAndGeneralAmt |
| Fundraising | $81,941 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,472,358 | TotalAmt |
| Program Services | $1,232,085 | ProgramServicesAmt |
| Management And General | $77,685 | ManagementAndGeneralAmt |
| Fundraising | $162,588 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,243,942 | TotalAmt |
| Program Services | $2,243,942 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,661,140 | TotalAmt |
| Program Services | $8,661,140 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,977 | TotalAmt |
| Program Services | $725,651 | ProgramServicesAmt |
| Management And General | $4,246 | ManagementAndGeneralAmt |
| Fundraising | $80 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NON-PROF CONTRACT SVCS | $5,728,316 | $5,587,135 | $100,057 | $41,124 |
| DUES & SUBSCRIPTIONS | $758,472 | $638,059 | $72,506 | $47,907 |
| OTHER | $481,968 | $419,373 | $43,209 | $19,386 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,251,920 | TotalAmt |
| Program Services | $160,247,825 | ProgramServicesAmt |
| Management And General | $6,364,632 | ManagementAndGeneralAmt |
| Fundraising | $3,639,463 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,913 | BOYAmt |
| EOY | $32,979 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,149,735 | BOYAmt |
| EOY | $39,542,050 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,732,899 | BOYAmt |
| EOY | $2,981,502 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,110,734 | BOYAmt |
| EOY | $1,215,825 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,858,599 | BOYAmt |
| EOY | $3,156,107 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,383,407 | BOYAmt |
| EOY | $1,473,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $362,930,494 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $172,745,200 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,615,424 | BOYAmt |
| EOY | $190,185,294 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,005,216 | BOYAmt |
| EOY | $123,726,313 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,189,879 | BOYAmt |
| EOY | $79,990,588 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,830,472 | BOYAmt |
| EOY | $3,814,377 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,918,278 | BOYAmt |
| EOY | $446,118,566 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,198,162 | BOYAmt |
| EOY | $14,840,519 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,062,245 | BOYAmt |
| EOY | $3,423,827 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,464,543 | BOYAmt |
| EOY | $40,853,338 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,051,765 | BOYAmt |
| EOY | $24,684,686 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,648,590 | BOYAmt |
| EOY | $3,947,817 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,425,305 | BOYAmt |
| EOY | $87,750,187 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,409,218 | BOYAmt |
| EOY | $179,651,375 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,083,755 | BOYAmt |
| EOY | $178,717,004 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,492,973 | BOYAmt |
| EOY | $358,368,379 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,918,278 | BOYAmt |
| EOY | $446,118,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,630,548 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,447,639 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$941,685 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $223,538,691 | BeginningYearBalanceAmt |
| Contributions | $4,403,762 | ContributionsAmt |
| Investment Earnings Or Losses | $11,624,404 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,713,648 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,448,115 | OtherExpendituresAmt |
| Administrative Expenses | $745,397 | AdministrativeExpensesAmt |
| End Year Balance | $228,659,697 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $225,754,829 | BeginningYearBalanceAmt |
| Contributions | $5,797,896 | ContributionsAmt |
| Investment Earnings Or Losses | $3,023,373 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,077,418 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,233,165 | OtherExpendituresAmt |
| Administrative Expenses | $726,824 | AdministrativeExpensesAmt |
| End Year Balance | $223,538,691 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $209,273,419 | BeginningYearBalanceAmt |
| Contributions | $9,042,606 | ContributionsAmt |
| Investment Earnings Or Losses | $18,445,318 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,206,358 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,101,852 | OtherExpendituresAmt |
| Administrative Expenses | $1,698,304 | AdministrativeExpensesAmt |
| End Year Balance | $225,754,829 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $187,663,022 | BeginningYearBalanceAmt |
| Contributions | $4,157,750 | ContributionsAmt |
| Investment Earnings Or Losses | $28,592,352 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,055,615 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,960,792 | OtherExpendituresAmt |
| Administrative Expenses | $2,123,298 | AdministrativeExpensesAmt |
| End Year Balance | $209,273,419 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $205,196,988 | BeginningYearBalanceAmt |
| Contributions | $4,802,867 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,552,129 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,627,255 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,574,575 | OtherExpendituresAmt |
| Administrative Expenses | $2,582,874 | AdministrativeExpensesAmt |
| End Year Balance | $187,663,022 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32100 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52070 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15830 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,125,959 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $5,436,701 | OtherCostOrOtherBasisAmt |
| Book Value | $9,562,660 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $21,862,978 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $238,705,936 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,571,978 | DepreciationAmt |
| Book Value | $155,996,936 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,662,851 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,157,023 | DepreciationAmt |
| Book Value | $16,505,828 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $44,247 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $33,091,822 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,016,199 | DepreciationAmt |
| Book Value | $8,119,870 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $190,185,294 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MULTI-STRATEGY FUNDS | $31,847,287 | F |
| HEDGED EQUITY FUNDS | $41,448,356 | F |
| PRIVATE EQUITY FUNDS | $6,694,945 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $79,990,588 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATIONS | $3,425,581 |
| REFUNDABLE FEDERAL STUDENT LOA | $522,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,947,817 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $96,901,416 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,447,639 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,392,342 | OtherRevenueAmt |
| Revenue Not Reported | $12,839,981 | RevenueNotReportedAmt |
| Revenue Subtotal | $84,061,435 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,150,859 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $77,409,078 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $78,559,937 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $162,621,372 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $96,644,271 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,010,603 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,010,603 | ExpensesNotReportedAmt |
| Expenses Subtotal | $92,633,668 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,150,859 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $76,467,393 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $77,618,252 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $170,251,920 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | THE UNIVERSITY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE UNIVERSITY IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. 1886 COMPANY, LTDL, IGNATIUS, LLC, LOYOLA, LLC, MANRESA, LLC, INIGO, LLC AND CURA PERSONALIS, LLC ARE WHOLLY-OWNED LIMITED LIABILITY COMPANIES THAT HAVE ELECTED TO BE TREATED AS DISREGARDED ENTITIES FOR U.S. TAX PURPOSES. PRIOR TO ITS DISSOLUTION, MURPHY HALL HOLDINGS, INC. ELECTED TO BE TREATED AS A C-CORP. THE POTENTIAL AMOUNT OF INCOME TAXES FOR MURPHY HALL HOLDINGS, INC. WAS IMMATERIAL AND THERE WERE NO SIGNIFICANT DIFFERENCES BETWEEN THE TAX BASIS OF ASSETS AND LIABILITIES AND THEIR AMOUNTS FOR FINANCIAL REPORTING THAT WOULD CREATE DEFERRED TAX ASSETS AND LIABILITIES. 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. UNDER PROVISIONS OF THE INTERNAL REVENUE CODE, THE UNIVERSITY IS EXEMPT FROM TAXES ON INCOME, OTHER THAN UNRELATED BUSINESS INCOME UNDER CODE SECTION 501(C)(3). THE UNIVERSITY HAD NO MATERIAL NET UNRELATED BUSINESS INCOME DURING THE YEARS ENDED MAY 31, 2020 AND 2019, AND THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN MADE. |
| SCHEDULE D, PART III, LINE 1A | THE UNIVERSITY HAS ELECTED NOT TO CAPITALIZE THE COST OR VALUE OF ITS COLLECTION OF WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS. THERE WERE NO DEACCESSIONS DURING THE YEAR. |
| SCHEDULE D, PART III, LINE 4 | THE UNIVERSITY MAINTAINS A COLLECTION OF BOOKS, JOURNALS, ART, UNIVERSITY ARCHIVAL MATERIALS, MANUSCRIPTS AND ELECTRONIC RESOURCES. THESE ITEMS ARE HOUSED AND MADE AVAILABLE PRIMARILY THROUGH THE GRASSELLI LIBRARY AND BREEN LEARNING CENTER AS ESSENTIAL RESOURCES FOR THE EDUCATIONAL EXPERIENCE OF OUR STUDENTS. |
| SCHEDULE D, PART V, LINE 4 | THE UNIVERSITY'S ENDOWMENT FUNDS ARE INVESTED AND A PORTION OF THE INCOME EARNED IS USED TO SUPPORT SCHOLARSHIPS, PROGRAMS, FACULTY WORK, OR A SPECIFIC AREA DESIGNATED BY THE DONOR. |
| SCHEDULE D, PART XI, LINE 2D | MURPHY HALL ENTITY INTEREST INCOME $ 249 RENTAL EXPENSE RECLASS $ 3,392,093 TOTAL $ 3,392,342 |
| SCHEDULE D, PART XI, LINE 4B | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $ 21,892 CHANGE IN FV OF INTEREST RATE SWAP AGREEMENTS $ 919,793 MISC RECEIPTS NETTED AGAINST EXPENSES ON F/S $ 965,774 STUDENT FINANCIAL AID & SCHOLARSHIPS $75,501,619 TOTAL $77,409,078 |
| SCHEDULE D, PART XII, LINE 2D | RENTAL EXPENSE RECLASS $ 3,392,093 MURPHY HALL ACTIVITY NOT IN 990 $ 618,510 TOTAL $ 4,010,603 |
| SCHEDULE D, PART XII, LINE 4B | MISC RECEIPTS NETTED AGAINST EXPENSES ON F/S $ 965,774 STUDENT FINANCIAL AID & SCHOLARSHIPS $75,501,619 TOTAL $76,467,393 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY IS IN COMPLIANCE WITH REV. PROC. 75-50. THE UNIVERSITY'S NON-DISCRIMINATORY POLICY IS AVAILABLE ON THE SCHOOL'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6A | THE UNIVERSITY RECEIVES FEDERAL STUDENT FINANCIAL AID ASSISTANCE FOR THE BENEFIT OF ITS STUDENTS FROM VARIOUS FEDERAL AGENCIES. THESE INCLUDE THE DEPARTMENT OF EDUCATION WHICH PROVIDES FUNDS FOR FEDERAL WORK STUDY, PELL GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAM, AND FAMILY EDUCATIONAL LOAN PROGRAM. THE UNIVERSITY ALSO RECEIVES FEDERAL RESEARCH GRANTS FROM THE NATIONAL SCIENCE FOUNDATION, DEPARTMENT OF EDUCATION AND THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| South America | PASSIVE Investments | $1,992,417 | |
| EUROPE | PASSIVE Investments | $21,472,707 | |
| Middle East and North Africa | PASSIVE Investments | $1,067,760 | |
| East Asia and the Pacific | PASSIVE Investments | $32,330,351 | |
| Central America/Caribbean | Program Services | $15,245 | STUDY ABROAD |
| East Asia and the Pacific | Program Services | $24,786 | STUDY ABROAD |
| Europe | Program Services | $898,978 | STUDY ABROAD |
| North America | Program Services | $30,970 | STUDY ABROAD |
| Middle East and North Africa | Program Services | $447 | STUDY ABROAD |
| South Asia | Program Services | $26,910 | STUDY ABROAD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $57,860,571 | SubtotalSpentAmt |
| Total Spent | $57,860,571 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V - Additional Information | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PROVIDES A NUMBER OF STUDY ABROAD OPPORTUNITIES FOR ITS STUDENTS. VARIOUS STUDY ABROAD PROGRAMS ARE AVAILABLE EACH YEAR, BUT NOT ALL PROGRAMS LISTED BELOW ARE OFFERED EVERY ACADEMIC YEAR. THE UNIVERSITY ENJOYS LONG-STANDING STUDENT EXCHANGE AGREEMENTS WITH SOPHIA UNIVERSITY IN TOKYO, NANZAN UNIVERSITY IN NAGOYA, AND KANSAI GAIDAI UNIVERSITY IN KYOTO, JAPAN. IN ADDITION, THE UNIVERSITY IS A MEMBER OF THE INTERNATIONAL STUDENT EXCHANGE PROGRAM (ISEP), WHICH OFFERS STUDY ABROAD OPPORTUNITIES WORLDWIDE. IN RECENT YEARS THE UNIVERSITY HAS ALSO ADDED EXCHANGE PROGRAMS WITH THE UNIVERSITY OF HULL, ENGLAND; THE UNIVERSITY OF DORTMUND, GERMANY; RHODES UNIVERSITY, SOUTH AFRICA; RAI INSTITUTE, INDIA; AND FATIH UNIVERSITY, TURKEY. THE UNIVERSITY IS A MEMBER OF THE CONSORTIUM OF AMERICAN JESUIT COLLEGES AND UNIVERSITIES (AJCU) THAT SUPPORTS THE BEIJING PROGRAM FOR UNDERGRADUATE STUDY IN CHINA AS WELL AS THE CASA DE LA SOLIDARIDAD IN EL SALVADOR. STUDENTS CAN CHOOSE FROM SEVERAL PROGRAM OFFERINGS IN EUROPE FOR ONE SEMESTER OR TWO, DEPENDING ON THE PROGRAM. IN ENGLAND, BUSINESS STUDENTS CAN ENROLL IN THE UNIVERSITY'S BOLER BUSINESS SEMESTER IN LONDON; NON-BUSINESS STUDENTS CAN ENROLL IN THE LONDON LIBERAL ARTS SEMESTER, BOTH IN COOPERATION WITH REGENT'S COLLEGE. IN ITALY, STUDENTS CAN PARTICIPATE IN THE UNIVERSITY'S OWN VATICAN PROGRAM IN COOPERATION WITH THE PONTIFICA UNIVERSITA URBANIANA; LOYOLA UNIVERSITY OF CHICAGO'S ROME CENTER; OR JOHN CABOT UNIVERSITY IN ROME. THE UNIVERSITY HAS ALSO ESTABLISHED STUDY ABROAD PROGRAMS IN IRELAND (MAYNOOTH), SPAIN(MADRID), AND COSTA RICA. IN ADDITION, COOPERATIVE AGREEMENTS EXIST WITH PROGRAMS IN AUSTRALIA (AUSTRALEARN) AND DENMARK (DIS), AND THE UNIVERSITY OFFERS SHORT TERM FACULTY LED PROGRAMS IN NUMEROUS COUNTRIES ALL OVER THE WORLD. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ATHLETE GALA | Event1Nm |
| Gross Receipts Event1 | $506,560 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $426,394 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $80,166 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $80,166 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $506,560 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $426,394 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $80,166 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $80,166 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $80,166 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ST MARTIN DE PORRES HIGH SCHOOL | |||||||
| 6111 LAUSCHE AVE | CLEVELAND | OH | 44103 | 571056612 | 509(a)(1) | $24,411 | ANNUAL SUPPORT |
| OHIO FOUNDATION OF INDEPENDENT COLLEGE | |||||||
| 250 EAST BROAD STREET | COLUMBUS | OH | 43215 | 314441082 | 501(C)(3) | $49,720 | ANNUAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND GRANTS | GrantTypeTxt |
| Recipient | 3301 | RecipientCnt |
| Cash Grant | $75,501,619 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE UNIVERSITY AWARDS SCHOLARSHIPS AND GRANTS BASED ON SUPERIOR ACADEMIC ACHIEVEMENT AND DEMONSTRATED FINANCIAL NEED. INDIVIDUALS RECEIVING AWARDS FROM JOHN CARROLL UNIVERSITY ARE CHOSEN BASED UPON OBJECTIVE AND NON-DISCRIMINATORY CRITERIA WHICH ARE CONSISTENT WITH THE OVERALL TAX-EXEMPT PURPOSE OF THE UNIVERSITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOREEN RILEY | ||||||||||||
| VP FOR ADVANCEMENT | $241,698 | $0 | $0 | $0 | $7,548 | $0 | $16,919 | $0 | $12,245 | $0 | $278,410 | $0 |
| STEPHANIE LEVENSON | ||||||||||||
| VP ENROLLMENT | $166,375 | $0 | $0 | $0 | $210 | $0 | $10,814 | $0 | $18,596 | $0 | $195,995 | $0 |
| MARK MCCARTHY | ||||||||||||
| VP OF STUDENT AFFAIRS | $177,931 | $0 | $0 | $0 | $2,376 | $0 | $12,455 | $0 | $7,214 | $0 | $199,976 | $0 |
| DENNIS HAREZA LEFT 1219 | ||||||||||||
| EXECUTIVE VP/CFO | $255,573 | $0 | $0 | $0 | $1,561 | $0 | $16,612 | $0 | $14,209 | $0 | $287,955 | $0 |
| MICHAEL JOHNSON | ||||||||||||
| PRESIDENT | $510,894 | $0 | $73,500 | $0 | $30,360 | $0 | $18,200 | $0 | $1,085 | $0 | $634,039 | $0 |
| STEVEN HERBERT START 619 | ||||||||||||
| PROVOST AND AVP | $151,667 | $0 | $0 | $0 | $593 | $0 | $9,100 | $0 | $457 | $0 | $161,817 | $0 |
| KAREN SCHUELE | ||||||||||||
| PROFESSOR | $237,140 | $0 | $0 | $0 | $2,376 | $0 | $16,600 | $0 | $54,499 | $0 | $310,615 | $0 |
| ROBERT BLOOM | ||||||||||||
| PROFESSOR | $189,714 | $0 | $0 | $0 | $4,177 | $0 | $11,383 | $0 | $7,988 | $0 | $213,262 | $0 |
| WILLIAM ELLIOTT | ||||||||||||
| PROFESSOR | $235,840 | $0 | $0 | $0 | $1,135 | $0 | $15,330 | $0 | $14,310 | $0 | $266,615 | $0 |
| ALBERT NAGY | ||||||||||||
| PROFESSOR | $194,379 | $0 | $0 | $0 | $247 | $0 | $11,663 | $0 | $23,182 | $0 | $229,471 | $0 |
| ROBERT GIACALONE | ||||||||||||
| PROFESSOR | $248,935 | $0 | $0 | $0 | $1,111 | $0 | $16,181 | $0 | $14,303 | $0 | $280,530 | $0 |
| ALAN MICIAK | ||||||||||||
| DEAN | $265,967 | $0 | $0 | $0 | $1,197 | $0 | $17,288 | $0 | $7,006 | $0 | $291,458 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | MICHAEL JOHNSON, PRESIDENT OF THE UNIVERSITY, LIVES IN A RESIDENCE CONTIGUOUS TO THE UNIVERSITY AND THE VALUE OF THAT ARRANGEMENT IS INCLUDED IN HIS TAXABLE INCOME. THE PRESIDENT HAS A MEMBERSHIP TO A LOCAL COUNTRY CLUB. THE MEMBERSHIP IS FOR BUSINESS PURPOSES WITH DONORS AND ALUMNI. THIS IS NOT TAXABLE ON THE PRESIDENT'S W-2 DUE TO THE BUSINESS NATURE OF THE MEMBERSHIP. |
| SCHEDULE J, PART III - OTHER ADDITIONAL INFORMATION | ON JULY 1, 2008 THE UNIVERSITY ENACTED A QUALIFIED PRIVATE 457(B) DEFERRED COMPENSATION PLAN FOR CERTAIN EMPLOYEES WITH ANY EMPLOYER CONTRIBUTIONS TO BE MADE ON A DISCRETIONARY BASIS. THE UNIVERSITY MADE NO CONTRIBUTIONS TO THE 457 PLAN IN FISCAL 2020. ANY AND ALL CONTRIBUTIONS TO THE PLAN IN FISCAL YEAR 2020 WERE VOLUNTARY EMPLOYEE CONTRIBUTIONS. GENERAL BOARD OF DIRECTORS MEETINGS ARE HELD AT LEAST THREE TIMES ANNUALLY, WITH EACH MEETING GENERALLY HELD OVER A TWO-DAY PERIOD. IN ADDITION, BOARD COMMITTEES, INCLUDING ACADEMIC AFFAIRS; AUDIT; CORPORATE GOVERNANCE AND NOMINATING; ADVANCEMENT; EXECUTIVE; FINANCE; INVESTMENTS; PROPERTY, FACILITIES AND IT; STUDENT AFFAIRS; AND MISSION AND IDENTITY MEET AS NECESSARY BUT AT LEAST THREE TIMES ANNUALLY. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| OHIO HIGHER EDUCATION FACILITY COMMISSION | ||||||||
| A | 346849674 | 67756BRU6 | 2016-02-01 | $22,320,000 | REFUNDING OF THE 2006 BONDS | false | false | false |
| OHIO HIGHER EDUCATION FACILITY COMMISSION | ||||||||
| B | 346849674 | 2018-07-09 | $18,950,000 | REFUNDING OF THE 2001 & 2014 BONDS | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $14,385,880 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $6,000,000 | $0 | $18,950,000 | $0 | $0 | $305,952 | $0 | $0 | $0 | $0 | $0 | $0 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K- PURPOSE OF ISSUE DESCRIPTION | FormAndLineReferenceDesc |
| Explanation | DATE ISSUED: 02/01/2016 - REFUND OF THE 2006 BONDS ISSUED ON 03/16/2006. DATE ISSUED: 07/09/2018 - REFUND OF THE 2014 & 2001 BONDS ISSUED ON 06/20/2014. SCHEDULE K - DATE REBATE COMPUTATION PERFORMED OH HIGHER EDUC FACILITY COMMISSION 03/15/2011. OH HIGHER EDUC FACILITY COMMISSION 06/26/2014. OH HIGHER EDUC FACILITY COMMISSION 07/10/2019. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,249,580 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 4 | MICHAEL JOHNSON IS A COMPENSATED BOARD MEMBER AND IS THEREFORE CONSIDERED A NONINDEPENDENT MEMBER. FORM 990, PART I, LINE 6 A SIGNIFICANT NUMBER OF ALUMNI AND OTHER FRIENDS OF THE UNIVERSITY VOLUNTEER THEIR TIME ADVANCING THE MISSION OF THE UNIVERSITY AND HELPING ATTRACT STUDENTS TO ATTEND JOHN CARROLL. FORM 990, PART VI, SECTION A, LINE 6 THE BOARD OF MEMBERS OF JOHN CARROLL UNIVERSITY SHALL CONSIST OF: (1) THE PRESIDENT OF JOHN CARROLL UNIVERSITY, EX-OFFICIO MEMBER; (2) THE RECTOR OF THE JOHN CARROLL JESUIT COMMUNITY CORPORATION, EX-OFFICIO MEMBER; (3) TWO MEMBERS OF THE JOHN CARROLL JESUIT COMMUNITY CORPORATION ELECTED TO SERVE TWO YEAR STAGGERED TERMS, BY THOSE MEMBERS IN GOOD STANDING OF THE SOCIETY OF JESUS WHO ARE ASSIGNED TO THE JOHN CARROLL JESUIT COMMUNITY CORPORATION AND PROVIDE SERVICE TO OR HAVE BEEN RETIRED FROM THE UNIVERSITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF MEMBERS SHALL HAVE AND EXERCISE SUCH POWERS AND AUTHORITY PROVIDED UNDER APPLICABLE LAW AS ARE CONSISTENT WITH THE MISSION OF THE UNIVERSITY, INCLUDING WITHOUT LIMITATION, THE POWERS TO: (1) ELECT AND TO RE-ELECT THE DIRECTORS OF THE CORPORATION FROM THE SLATE OF NOMINEES RECOMMENDED BY THE BOARD OF DIRECTORS (2) REMOVE ANY DIRECTOR, UPON RECOMMENDATION OF THE BOARD OF DIRECTORS |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF MEMBERS SHALL HAVE AND EXERCISE SUCH POWERS TO AMEND THE ARTICLES AND THE CODE OF REGULATIONS; SELL OR DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; AND MERGE OR DISSOLVE THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE UNIVERSITY'S INDEPENDENT ACCOUNTING FIRM PREPARES THE FORM 990, WHICH IS PRESENTED TO THE UNIVERSITY'S AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THE FULL PUBLIC INSPECTION COPY OF THE FINAL FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO IT BEING FILED WITH THE IRS. THE PUBLIC COPY REMOVES THE NAMES AND ADDRESSES OF THE DONORS LISTED IN SCHEDULE B OF THE FORM 990 FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY HAS WRITTEN CONFLICT OF INTEREST POLICIES THAT REQUIRE ITS OFFICERS, DIRECTORS, AND EMPLOYEES TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST INVOLVING THEMSELVES AND/OR THEIR FAMILY MEMBERS. THE UNIVERSITY'S EMPLOYEES ARE REQUIRED TO REVIEW THE APPLICABLE POLICY ON AN ANNUAL BASIS, ACKNOWLEDGE COMPLIANCE, AND DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IN ADDITION, EACH MEMBER OF THE BOARD OF DIRECTORS FILLS OUT AN ANNUAL QUESTIONNAIRE IN WHICH POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED. THE RESPONSE TO THESE TWO PROCESSES ARE REVIEWED FOR ANY DISCLOSED ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE UNIVERSITY'S CONFLICT OF INTEREST POLICY PROHIBITS INVOLVEMENT IN UNIVERSITY DECISION-MAKING BY ANY OFFICER, ADMINISTRATOR, EMPLOYEE OR DIRECTOR WHO HAS A CONFLICT THAT IS NOT MANAGED. IN THE EVENT OF THE EXISTENCE OF A CONFLICT OF INTEREST, APPROPRIATE CONFLICT MANAGEMENT MEASURES ARE IMPLEMENTED. VIOLATIONS OF THE UNIVERSITY'S CONFLICTS POLICIES MAY RESULT IN SANCTIONS, UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE UNIVERSITY'S EXECUTIVE COMMITTEE IS RESPONSIBLE FOR ESTABLISHING, REVIEWING AND APPROVING COMPENSATION LEVELS FOR THE UNIVERSITY'S PRESIDENT. THE COMMITTEE REVIEWS COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IN ESTABLISHING COMPENSATION LEVELS. THE COMMITTEE REVIEWS THE COMPENSATION OF THE UNIVERSITY'S PRESIDENT ANNUALLY. CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING ARE RECORDED ON ALL COMMITTEE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT FOR THE UNIVERSITY'S PRESIDENT. |
| FORM 990, PART VI, SECTION B, LINE 15B | THE UNIVERSITY'S EXECUTIVE COMMITTEE IS RESPONSIBLE FOR ESTABLISHING, REVIEWING AND APPROVING COMPENSATION LEVELS FOR THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES. THE COMMITTEE REVIEWS COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IN ESTABLISHING COMPENSATION LEVELS. THE COMMITTEE REVIEWS THE COMPENSATION OF THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES ANNUALLY. CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING ARE RECORDED ON ALL COMMITTEE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT FOR THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY'S FORM 1023 APPLICATION FOR TAX EXEMPTION AND FORMS 990 AND 990-T (CURRENT AND PRIOR THREE YEARS) ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, CODE OF REGULATIONS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS $( 21,892) CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS $( 919,793) TOTAL $( 941,685) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| THE 1886 COMPANY LTD LLC | |||||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | $1,438,232 | $11,458,433 | Y |
| CURA PERSONALIS LLC | |||||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | $776,635 | $3,317,665 | Y |
| IGNATIUS LLC | |||||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | $527,957 | $1,975,552 | Y |
| INIGO LLC | |||||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | $275,388 | $1,076,116 | Y |
| LOYOLA LLC | |||||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | $666,921 | $2,206,768 | Y |
| MANRESA LLC | |||||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | $190,727 | $796,337 | Y |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MH MANAGER LLC | ||||||||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HEIGHTS | OH | 44118 | 472542966 | HOLDINGS | OH | MHH INC | RELATED | $0 | false | Yes (true) | 0.00000 |
| MH LLC | ||||||||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HEIGHTS | OH | 44118 | 471049178 | RENTAL | OH | MH MANAGER LLC | RELATED | $0 | false | false | 0.00000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURPHY HALL HOLDINGS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JOHN CARROLL BLVD | AddressLine1Txt |
| City | UNIVERSITY HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611738640 | EIN |
| Primary Activities | LESSOR | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JCU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Ownership | 0.00000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MURPHY HALL HOLDINGS INC | ||
| A | $106,612 | LOAN AGREEMENT |
| MURPHY HALL HOLDINGS INC | ||
| Q | $104,617 | WAGES & BENEFIT |
| MURPHY HALL MASTER TENANT LLC | ||
| K | $62,618 | LEASE AGREEMENT |
| 1886 COMPANY LTD | ||
| Q | $68,000 | AGREEMENT |