2021-04-06T12:32:19-05:00 2020-05-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2019-06-01 340714681 JOHN CARROLL UNIVERSITY % LAURI STRIMKOVSKY JOHN 2163971886 1 JOHN CARROLL BOULEVARD UNIVERSITY HEIGHTS OH 44118 LAURI STRIMKOVSKY VP OF FINANCE 2163974273 2020-11-15 true Lauren R Denton P01571860 2604604000 2019 2022-09-23 18:48:47Z MICHAEL D JOHNSON PHD 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 201318100 false X WWW.JCU.EDU X 1886 OH 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. 37 36 2257 657 136696 11622608 11896216 149841164 146327643 8092377 3832972 443047 564541 169999196 162621372 74671569 75575750 0 0 55622862 57456883 0 0 3639463 38162738 37219287 168457169 170251920 1542027 -7630548 446918278 446118566 89425305 87750187 357492973 358368379 X FOR OVER 130 YEARS, JOHN CARROLL HAS FOCUSED ON GRADUATING STUDENTS WITH INTELLECT AND CHARACTER IN THE JESUIT TRADITION OF EDUCATIONAL EXCELLENCE. false false 160247825 75575750 146327643 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. 160247825 true true false false false false false true false true true true false false true true false true true false true false false false true false false true true true true false false false false false false false false false false true false false false true true true true false false true 4577 0 2257 true true true false false false false true true false false false false false false X 37 36 false false false false true true true true true false false false true true true true true true true false X LAURI STRIMKOVSKY 2163971886 1 JOHN CARROLL BOULEVARD UNIVERSITY HEIGHTS OH 44118 MICHAEL JOHNSON PRESIDENT 50.0 0.0 X X 614754 0 19285 KAREN SCHUELE PROFESSOR 40.0 0.0 X 239516 0 71099 ALAN MICIAK DEAN 50.0 0.0 X 267164 0 24294 DENNIS HAREZA LEFT 1219 EXECUTIVE VP/CFO 37.5 0.0 X 257134 0 30821 ROBERT GIACALONE PROFESSOR 40.0 0.0 X 250046 0 30484 DOREEN RILEY VP FOR ADVANCEMENT 50.0 0.0 X 249246 0 29164 WILLIAM ELLIOTT PROFESSOR 40.0 0.0 X 236975 0 29640 ALBERT NAGY PROFESSOR 40.0 0.0 X 194626 0 34845 ROBERT BLOOM PROFESSOR 40.0 0.0 X 193891 0 19371 MARK MCCARTHY VP OF STUDENT AFFAIRS 50.0 0.0 X 180307 0 19669 STEPHANIE LEVENSON VP ENROLLMENT 50.0 0.0 X 166585 0 29410 STEVEN HERBERT START 619 PROVOST AND AVP 50.0 0.0 X 152260 0 9557 EDWARD PECK VP OF MISSION/IDENTITY 50.0 0.0 X 132391 0 10034 LAURI STRIMKOVSKY START 819 VP ADMIN AND CFO 50.0 0.0 X 66208 0 5188 TIFFANY G GREEN START 1019 VP DIVERSITY EQUITY INCLUSION 50.0 0.0 X 26327 0 3431 REV MICHAEL J L SHEERAN SJ DIRECTOR 1.0 0.0 X 0 0 0 JAMES M MYERS DIRECTOR 1.0 0.0 X 0 0 0 TERENCE C SULLIVAN DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM P DONNELLY DIRECTOR 1.0 0.0 X 0 0 0 ARA A BAGDASARIAN DIRECTOR 1.0 0.0 X 0 0 0 TERESA K LEWANDOWSKI DIRECTOR 1.0 0.0 X 0 0 0 REV MARK G HENNINGER SJ DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL J MERRIMAN CHAIR OF THE BOARD 5.0 0.0 X 0 0 0 BARBARA O BROWN DIRECTOR 1.0 0.0 X 0 0 0 BRUCE D JAROSZ DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM A PRIEMER DIRECTOR 1.0 0.0 X 0 0 0 JEFFREY H PARAVANO DIRECTOR 1.0 0.0 X 0 0 0 GREGORY J SKODA DIRECTOR 1.0 0.0 X 0 0 0 HAROLD HAL F HAWK JR DIRECTOR 1.0 0.0 X 0 0 0 REV KEVIN J EMBACH SJ MD DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL B PETRAS JR DIRECTOR 1.0 0.0 X 0 0 0 DANIEL F SANSONE DIRECTOR 1.0 0.0 X 0 0 0 MARY JO HOGAN DIRECTOR 1.0 0.0 X 0 0 0 JAMES A COYNE DIRECTOR 1.0 0.0 X 0 0 0 HOWARD W HANNA III DIRECTOR 1.0 0.0 X 0 0 0 REV THOMAS B CURRAN SJ DIRECTOR 1.0 0.0 X 0 0 0 REV MARTIN CONNELL SJ DIRECTOR 1.0 0.0 X 0 0 0 JANE B LAMBESIS DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM J O'ROURKE JR DIRECTOR 1.0 0.0 X 0 0 0 JAMES E WINCHESTER JR DIRECTOR 1.0 0.0 X 0 0 0 TERRENCE P FERGUS DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM E KAHL DIRECTOR 1.0 0.0 X 0 0 0 NANCY BENACCI DIRECTOR 1.0 0.0 X 0 0 0 TIMOTHY J CAVANAGH DIRECTOR 1.0 0.0 X 0 0 0 JOHN DEMPSEY DIRECTOR 1.0 0.0 X 0 0 0 BARBARA J DUGANIER DIRECTOR 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MANATEE RIVERFRONT 531120 1453 1453 DAVIDSON KEMPNER INSTITUTIONAL PARTNERS 531120 601 601 COMMONFUND CAPITAL VENTURE PARTNERS VI, LP 531120 128 128 -27179 -27179 -24997 162621372 146327643 136696 4260817 74131 74131 75501619 75501619 0 0 2307409 1688305 346048 273056 0 39673818 35387207 2633104 1653507 2360685 2084827 167524 108334 10102675 8068742 1245586 788347 3012296 2660295 213764 138237 1213702 1148390 34974 30338 101493 101493 120500 120500 0 0 1150859 1150859 2686962 2583443 21366 82153 192400 192697 1000 -1297 2482335 2238480 57191 186664 1927057 1910969 6870 9218 0 6045338 6085707 -58249 17880 1222468 1115628 24899 81941 0 1472358 1232085 77685 162588 2243942 2243942 0 8661140 8661140 729977 725651 4246 80 NON-PROF CONTRACT SVCS 5728316 5587135 100057 41124 DUES & SUBSCRIPTIONS 758472 638059 72506 47907 OTHER 481968 419373 43209 19386 170251920 160247825 6364632 3639463 41913 32979 51149735 39542050 4732899 2981502 1110734 1215825 0 0 0 0 11858599 3156107 0 0 1383407 1473531 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FUNDS 41448356 F PRIVATE EQUITY FUNDS 6694945 F 79990588 0 ASSET RETIREMENT OBLIGATIONS 3425581 REFUNDABLE FEDERAL STUDENT LOA 522236 3947817 X 96901416 9447639 3392342 12839981 84061435 1150859 77409078 78559937 162621372 96644271 4010603 4010603 92633668 1150859 76467393 77618252 170251920 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 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE 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. South America PASSIVE Investments 1992417 EUROPE PASSIVE Investments 21472707 Middle East and North Africa PASSIVE Investments 1067760 East Asia and the Pacific PASSIVE Investments 32330351 Central America/Caribbean Program Services STUDY ABROAD 15245 East Asia and the Pacific Program Services STUDY ABROAD 24786 Europe Program Services STUDY ABROAD 898978 North America Program Services STUDY ABROAD 30970 Middle East and North Africa Program Services STUDY ABROAD 447 South Asia Program Services STUDY ABROAD 26910 57860571 57860571 true false true true true false Part V - Additional Information 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. ATHLETE GALA 506560 426394 80166 80166 0 506560 426394 80166 80166 80166 true ST MARTIN DE PORRES HIGH SCHOOL 6111 LAUSCHE AVE CLEVELAND OH 44103 571056612 509(a)(1) 24411 ANNUAL SUPPORT OHIO FOUNDATION OF INDEPENDENT COLLEGE 250 EAST BROAD STREET COLUMBUS OH 43215 314441082 501(C)(3) 49720 ANNUAL SUPPORT 2 SCHOLARSHIPS AND GRANTS 3301 75501619 Part I, Line 2 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. X X true true X X X X false false false false false false false false false DOREEN RILEY VP FOR ADVANCEMENT 241698 0 0 0 7548 0 16919 0 12245 0 278410 0 STEPHANIE LEVENSON VP ENROLLMENT 166375 0 0 0 210 0 10814 0 18596 0 195995 0 MARK MCCARTHY VP OF STUDENT AFFAIRS 177931 0 0 0 2376 0 12455 0 7214 0 199976 0 DENNIS HAREZA LEFT 1219 EXECUTIVE VP/CFO 255573 0 0 0 1561 0 16612 0 14209 0 287955 0 MICHAEL JOHNSON PRESIDENT 510894 0 73500 0 30360 0 18200 0 1085 0 634039 0 STEVEN HERBERT START 619 PROVOST AND AVP 151667 0 0 0 593 0 9100 0 457 0 161817 0 KAREN SCHUELE PROFESSOR 237140 0 0 0 2376 0 16600 0 54499 0 310615 0 ROBERT BLOOM PROFESSOR 189714 0 0 0 4177 0 11383 0 7988 0 213262 0 WILLIAM ELLIOTT PROFESSOR 235840 0 0 0 1135 0 15330 0 14310 0 266615 0 ALBERT NAGY PROFESSOR 194379 0 0 0 247 0 11663 0 23182 0 229471 0 ROBERT GIACALONE PROFESSOR 248935 0 0 0 1111 0 16181 0 14303 0 280530 0 ALAN MICIAK DEAN 265967 0 0 0 1197 0 17288 0 7006 0 291458 0 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. A OHIO HIGHER EDUCATION FACILITY COMMISSION 346849674 67756BRU6 2016-02-01 22320000 REFUNDING OF THE 2006 BONDS false false false B OHIO HIGHER EDUCATION FACILITY COMMISSION 346849674 2018-07-09 18950000 REFUNDING OF THE 2001 & 2014 BONDS false false false A 0 0 14385880 0 0 0 0 0 0 0 0 0 true true true true B 6000000 0 18950000 0 0 305952 0 0 0 0 0 0 true true true true A false false false false 0 false false false true B false false false false 0 false false false true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true A true B true SCHEDULE K- PURPOSE OF ISSUE DESCRIPTION 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. X 17 1249580 MARKET VALUE false true false 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) THE 1886 COMPANY LTD LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 1438232 11458433 Y CURA PERSONALIS LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 776635 3317665 Y IGNATIUS LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 527957 1975552 Y INIGO LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 275388 1076116 Y LOYOLA LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 666921 2206768 Y MANRESA LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 190727 796337 Y MH MANAGER LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 472542966 HOLDINGS OH MHH INC RELATED 0 false 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 MURPHY HALL HOLDINGS INC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 611738640 LESSOR OH JCU C CORP 0 0.00000 false true false false true false false false false false false false false false false false false true false false MURPHY HALL HOLDINGS INC A 106612 LOAN AGREEMENT MURPHY HALL HOLDINGS INC Q 104617 WAGES & BENEFIT MURPHY HALL MASTER TENANT LLC K 62618 LEASE AGREEMENT 1886 COMPANY LTD Q 68000 AGREEMENT