XAVIER UNIVERSITY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- XAVIER UNIVERSITY (EIN 31-0537516)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-05
- IRS object ID
- 202001579349300725
- Schema version
- 2018v3.1
- 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 K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-05T11:59:29-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Monument Circle Suite 4200 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462045108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310537516 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Xavier University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | XAVI | BusinessNameControlTxt |
| Phone | 5137453445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 Victory Parkway | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452074531 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen Storck | PersonNm |
| Person Title | VP, Financial Admin & CBO | PersonTitleTxt |
| Phone | 5137453445 | PhoneNum |
| Signature | 2020-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Frank | PreparerPersonNm |
| PTIN | P00287234 | PTIN |
| Phone | 3174648600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.138.49.181 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-05 | IPDt |
| IP Tm | 06:38:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D6063055A6803F1C5210E032C865658A36853698 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B457E39100F69F1025E0AC0752F4D60A204E3628 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Philip G Chick | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 Victory Parkway | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452074531 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $590,067,096 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.xavier.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1842 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | Xavier is a Jesuit Catholic University rooted in the liberal arts tradition. Our mission is to educate each student intellectually, morally, and spiritually. We create learning opportunities through rigorous academic and professional programs integrated with co-curricular engagement. In an environment of open and free inquiry, we prepare students for a world that is increasingly diverse, complex and interdependent. Driven by our commitment to the common good and to the education of the whole person, the Xavier community challenges and supports students as they cultivate lives of reflection, compassion and informed action. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 3330 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $881,842 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,006,847 | PYContributionsGrantsAmt |
| CY Contributions Grants | $34,130,767 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $249,032,374 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $270,590,440 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,768,374 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,144,447 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$17,879 | PYOtherRevenueAmt |
| CY Other Revenue | -$30,152 | CYOtherRevenueAmt |
| PY Total Revenue | $291,789,716 | PYTotalRevenueAmt |
| CY Total Revenue | $317,835,502 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $82,386,775 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $92,750,240 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $105,442,770 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $106,762,034 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,652,523 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $80,973,883 | PYOtherExpensesAmt |
| CY Other Expenses | $88,442,802 | CYOtherExpensesAmt |
| PY Total Expenses | $268,803,428 | PYTotalExpensesAmt |
| CY Total Expenses | $287,955,076 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $22,986,288 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,880,426 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $668,495,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $696,216,486 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $249,606,233 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $254,256,402 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $418,889,031 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $441,960,084 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Xavier is a Jesuit Catholic University rooted in the liberal arts tradition. Our mission is to educate each student intellectually, morally, and spiritually. We create learning opportunities through rigorous academic and professional programs integrated with co-curricular engagement. In an environment of open and free inquiry, we prepare students for a world that is increasingly diverse, complex and interdependent. Driven by our commitment to the common good and to the education of the whole person, the Xavier community challenges and supports students as they cultivate lives of reflection, compassion and informed action. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $131,330,399 | ExpenseAmt |
| Grant | $88,495,908 | GrantAmt |
| Revenue | $214,824,422 | RevenueAmt |
| Desc | Xavier University is a private, coeducational university that educates students in the Jesuit Catholic tradition. Xavier's four colleges offer 76 undergraduate majors,83 minors and 35 graduate programs to 7,132 students, including 4,997 undergraduates. Xavier has been recognized as one of the top 10 universities in the Midwest for the last 20 years by several independent reviews. A 12:1 student to faculty ratio encourages interactive and supportive learning. Xavier students have high graduation and career placement rates. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $110,317,535 | ExpenseAmt |
| Grant | $3,949,170 | GrantAmt |
| Revenue | $55,774,518 | RevenueAmt |
| Desc | Xavier University offers student services which contribute to the student's emotional and physical well being as well as intellectual, cultural and social development outside the context of formal instruction. These services include Student Government, Residential Life, Student Involvement, Career Services Center, Office of Multicultural Affairs, Intercollegiate Affairs, Recreational Sports, Retail Services, Dining Services, Campus Police, and others. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,012,864 | ExpenseAmt |
| Grant | $305,162 | GrantAmt |
| Desc | Academic support includes the operation of the Library, the Conaton Learning Commons and Division of Information Resources. In addition to the resources in the library collections, the facilities provide study, lounge, conference, instruction space, technologies, and services to help students master essential skills and gain a competitive advantage in their respective disciplines and careers. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $262,660,798 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 641 | IRPDocumentCnt |
| IRP Document W2 G | 18 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3330 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philip G Chick | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5137453445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 Victory Parkway | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452074531 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Barbara J Howard Esq | |||||||||
| Chair/Past Vice Chair | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert S Heidt Jr MD | |||||||||
| Vice Chair | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ralph S Michael III | |||||||||
| Vice Chair | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michael E McCaw | |||||||||
| Trustee (Start 5/19) | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| W Rodney McMullen | |||||||||
| Treasurer | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michael J Graham SJ | |||||||||
| President | 40.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jodi Allen | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Donna Jones Baker | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Calvin D Buford Esq | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Vincent C Caponi | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael D Class SJ | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael J Conaton | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen G Cuntz | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Justin Daffron SJ | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Walter C Deye SJ | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Michael R Fortin | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Daniel S Hendrickson SJ PhD | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Deborah A Henretta | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ann Finefrock Hoffman | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Natasha A Holiday | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Damon D Jones | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gregory G Joseph | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David L Joyce | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert J Kohlhepp | |||||||||
| Trustee/Past Chair (End 5/19) | 0.50 | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| John B Maydonovitch | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph A Pichler | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Penny Kereiakes Pomeranz | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John S Prout | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Janet Butler Reid | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Timothy J Reilly | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Rebecca Kohlhepp Scullin | |||||||||
| Trustee (Start 5/19) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Timothy J Schroeder | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas F Sedler | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen S Smith | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John Thiede SJ | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Theodore H Torbeck | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| William Vebryke SJ | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kathlyn R Wade | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Katherine S Napier Zanotti | |||||||||
| Trustee | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John F Kucia | |||||||||
| Vice President Emeritus | 40.00 | 2.00 | Yes (X) | $239,521 | $0 | $39,034 | |||
| Joseph H Feldhaus | |||||||||
| General Counsel and Secretary | 40.00 | 0.00 | Yes (X) | $267,878 | $0 | $47,830 | |||
| Melissa J Baumann | |||||||||
| Provost/Chief Academic Officer | 40.00 | 0.50 | Yes (X) | $283,241 | $0 | $32,718 | |||
| Gary R Massa | |||||||||
| VP for University Relations | 40.00 | 0.00 | Yes (X) | $314,280 | $0 | $55,178 | |||
| Philip G Chick | |||||||||
| VP, Financial Admin and CBO | 40.00 | 1.50 | Yes (X) | $147,062 | $0 | $30,258 | |||
| Jeff Coleman | |||||||||
| Vice President for Risk Management | 40.00 | 0.50 | Yes (X) | $167,744 | $0 | $46,638 | |||
| Aaron Meis | |||||||||
| VP, Enrollment Management | 40.00 | 0.00 | Yes (X) | $206,878 | $0 | $46,761 | |||
| Gregory A Christopher | |||||||||
| VP Admin & Director of Athletics | 40.00 | 0.00 | Yes (X) | $372,794 | $0 | $91,260 | |||
| Christopher L Mack | |||||||||
| Former Head Coach-Men's Basketball | 40.00 | 0.00 | $629,109 | $0 | $16,072 | Yes (X) | |||
| Dr Thomas J Hayes | |||||||||
| Dean-Williams College of Business | 40.00 | 0.00 | $242,369 | $0 | $43,085 | Yes (X) | |||
| Gregory E Smith | |||||||||
| Associate Dean, Williams COB | 40.00 | 0.00 | $200,017 | $0 | $45,058 | Yes (X) | |||
| Mark Frolick | |||||||||
| Endowed Chair/Prof-Dept of MIS | 40.00 | 0.00 | $212,151 | $0 | $36,968 | Yes (X) | |||
| Travis Steele | |||||||||
| Head Coach-Men's Basketball | 40.00 | 0.00 | $1,269,194 | $0 | $51,162 | Yes (X) | |||
| Maribeth Amyot | |||||||||
| Former Officer | 0.00 | 0.00 | $139,277 | $0 | $13,153 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,691,515 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $595,175 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 151 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Messer Construction | |||||
| 5158 Fishwick Drive | Cincinnati | OH | 452162216 | Construction Services | $15,818,512 |
| Chartwells Dining Services | |||||
| 1624 Herald Ave Ste 200 | Cincinnati | OH | 452071099 | Provider of Food Service | $8,293,156 |
| Integrity Specialty Contractors | |||||
| 7324 Kirkridge Drive | Cincinnati | OH | 452334233 | Construction Services | $4,230,165 |
| Orbis Education Services LLC | |||||
| 11595 N Meridian St Suite 400 | Carmel | IN | 46032 | Education Services | $3,594,520 |
| SBM Site Services LLC | |||||
| 5241 Arnold Avenue | McClellan | CA | 956521025 | Cleaning Services | $1,669,851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 86 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $93,975 | FundraisingAmt |
| Government Grants | $2,916,420 | GovernmentGrantsAmt |
| All Other Contributions | $31,120,372 | AllOtherContributionsAmt |
| Noncash Contributions | $1,560,401 | NoncashContributionsAmt |
| Total Contributions | $34,130,767 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition and Fees | 611710 | $214,824,422 | $214,824,422 | |
| Auxiliary Enterprises | 611710 | $51,723,686 | $50,826,905 | $896,781 |
| Educational Activities | 611710 | $4,042,332 | $4,042,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $270,590,440 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,200,846 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$14,939 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,215,785 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $278,943,329 | SecuritiesAmt |
| Other | $8,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $272,008,228 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,935,101 | SecuritiesAmt |
| Other | $8,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,943,601 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,500 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $6,935,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $109,165 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $93,975 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $176,278 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$67,113 | TotalRevenueColumnAmt |
| Exclusion | -$67,113 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $84,049 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $47,088 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,961 | TotalRevenueColumnAmt |
| Exclusion | $36,961 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $317,835,502 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $269,702,159 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $881,842 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,120,734 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,162 | TotalAmt |
| Program Services | $305,162 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,445,078 | TotalAmt |
| Program Services | $92,445,078 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,754,162 | TotalAmt |
| Program Services | $2,483,125 | ProgramServicesAmt |
| Management And General | $183,978 | ManagementAndGeneralAmt |
| Fundraising | $87,059 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,947,883 | TotalAmt |
| Program Services | $71,178,621 | ProgramServicesAmt |
| Management And General | $5,273,719 | ManagementAndGeneralAmt |
| Fundraising | $2,495,543 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,221,731 | TotalAmt |
| Program Services | $5,609,451 | ProgramServicesAmt |
| Management And General | $415,612 | ManagementAndGeneralAmt |
| Fundraising | $196,668 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,145,054 | TotalAmt |
| Program Services | $11,851,449 | ProgramServicesAmt |
| Management And General | $878,090 | ManagementAndGeneralAmt |
| Fundraising | $415,515 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,693,204 | TotalAmt |
| Program Services | $5,132,936 | ProgramServicesAmt |
| Management And General | $380,306 | ManagementAndGeneralAmt |
| Fundraising | $179,962 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,269 | TotalAmt |
| Program Services | $51,817 | ProgramServicesAmt |
| Management And General | $155,452 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,891 | TotalAmt |
| Program Services | $85,973 | ProgramServicesAmt |
| Management And General | $257,918 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,357 | TotalAmt |
| Program Services | $172,089 | ProgramServicesAmt |
| Management And General | $516,268 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,138,469 | TotalAmt |
| Program Services | $4,676,007 | ProgramServicesAmt |
| Management And General | $308,308 | ManagementAndGeneralAmt |
| Fundraising | $154,154 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $979,512 | TotalAmt |
| Program Services | $822,882 | ProgramServicesAmt |
| Management And General | $106,390 | ManagementAndGeneralAmt |
| Fundraising | $50,240 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,172,137 | TotalAmt |
| Program Services | $8,580,169 | ProgramServicesAmt |
| Management And General | $401,632 | ManagementAndGeneralAmt |
| Fundraising | $190,336 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,670 | TotalAmt |
| Program Services | $644,670 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,052,959 | TotalAmt |
| Program Services | $2,834,592 | ProgramServicesAmt |
| Management And General | $146,231 | ManagementAndGeneralAmt |
| Fundraising | $72,136 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,932,454 | TotalAmt |
| Program Services | $6,767,335 | ProgramServicesAmt |
| Management And General | $112,115 | ManagementAndGeneralAmt |
| Fundraising | $53,004 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,673,395 | TotalAmt |
| Program Services | $3,241,152 | ProgramServicesAmt |
| Management And General | $293,581 | ManagementAndGeneralAmt |
| Fundraising | $138,662 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,186,719 | TotalAmt |
| Program Services | $6,140,039 | ProgramServicesAmt |
| Management And General | $2,046,680 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,808,387 | TotalAmt |
| Program Services | $11,856,290 | ProgramServicesAmt |
| Management And General | $3,952,097 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,702,993 | TotalAmt |
| Program Services | $1,572,403 | ProgramServicesAmt |
| Management And General | $87,062 | ManagementAndGeneralAmt |
| Fundraising | $43,528 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Auxiliary Cost of Sales | $9,935,179 | $5,961,107 | $3,974,072 | |
| Repairs & Maintenance | $8,369,148 | $7,696,986 | $448,108 | $224,054 |
| Library | $1,102,349 | $1,080,776 | $14,653 | $6,920 |
| Student Govt. Activitie | $1,012,243 | $1,012,243 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,492,671 | TotalAmt |
| Program Services | $10,458,446 | ProgramServicesAmt |
| Management And General | $689,483 | ManagementAndGeneralAmt |
| Fundraising | $344,742 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,955,076 | TotalAmt |
| Program Services | $262,660,798 | ProgramServicesAmt |
| Management And General | $20,641,755 | ManagementAndGeneralAmt |
| Fundraising | $4,652,523 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,532,693 | BOYAmt |
| EOY | $12,784,745 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,896,002 | BOYAmt |
| EOY | $20,572,975 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,004,774 | BOYAmt |
| EOY | $42,243,895 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,310,655 | BOYAmt |
| EOY | $3,266,652 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,607,891 | BOYAmt |
| EOY | $2,067,720 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,250,565 | BOYAmt |
| EOY | $5,616,889 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $463,533,463 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $195,854,226 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,367,524 | BOYAmt |
| EOY | $267,679,237 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,181,556 | BOYAmt |
| EOY | $341,520,939 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,343,604 | BOYAmt |
| EOY | $463,434 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,495,264 | BOYAmt |
| EOY | $696,216,486 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,326,249 | BOYAmt |
| EOY | $27,709,344 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,351,434 | BOYAmt |
| EOY | $9,832,214 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,104,576 | BOYAmt |
| EOY | $196,682,305 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,823,974 | BOYAmt |
| EOY | $20,032,539 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,606,233 | BOYAmt |
| EOY | $254,256,402 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,282,031 | BOYAmt |
| EOY | $204,777,577 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,063,000 | BOYAmt |
| EOY | $121,446,989 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,544,000 | BOYAmt |
| EOY | $115,735,518 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,889,031 | BOYAmt |
| EOY | $441,960,084 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,495,264 | BOYAmt |
| EOY | $696,216,486 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,880,426 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,866,306 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$16,675,679 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $179,577,044 | BeginningYearBalanceAmt |
| Contributions | $9,887,236 | ContributionsAmt |
| Investment Earnings Or Losses | $15,635,905 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,669,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,155,250 | OtherExpendituresAmt |
| End Year Balance | $199,275,185 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $169,382,739 | BeginningYearBalanceAmt |
| Contributions | $5,085,418 | ContributionsAmt |
| Investment Earnings Or Losses | $10,643,464 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,486,784 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,047,793 | OtherExpendituresAmt |
| End Year Balance | $179,577,044 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $150,899,045 | BeginningYearBalanceAmt |
| Contributions | $6,458,380 | ContributionsAmt |
| Investment Earnings Or Losses | $18,757,683 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,241,392 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,490,977 | OtherExpendituresAmt |
| End Year Balance | $169,382,739 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,377,455 | BeginningYearBalanceAmt |
| Contributions | $3,671,196 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,652,985 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,462,871 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,033,750 | OtherExpendituresAmt |
| End Year Balance | $150,899,045 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $153,477,802 | BeginningYearBalanceAmt |
| Contributions | $6,091,344 | ContributionsAmt |
| Investment Earnings Or Losses | $1,916,560 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,218,198 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,890,053 | OtherExpendituresAmt |
| End Year Balance | $156,377,455 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18900 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,715,417 | OtherCostOrOtherBasisAmt |
| Book Value | $14,715,417 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $364,058,023 | OtherCostOrOtherBasisAmt |
| Depreciation | $148,766,825 | DepreciationAmt |
| Book Value | $215,291,198 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,790,780 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,741,892 | DepreciationAmt |
| Book Value | $20,048,888 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,007,334 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,345,509 | DepreciationAmt |
| Book Value | $9,661,825 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,961,909 | OtherCostOrOtherBasisAmt |
| Book Value | $7,961,909 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $267,679,237 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| US Government & Agency Obligations | $22,148,048 | F |
| Corporate Stocks & Stock Funds | $140,501,038 | F |
| Corporate Bonds & Bond Funds | $137,136,625 | F |
| Alternative Investments | $16,134,158 | F |
| Mortgage and Asset-Backed Securities | $15,720,007 | F |
| Real Assets | $9,881,063 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $341,520,939 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Interest Rate Swap | $18,035,192 |
| Refundable Advances | $1,997,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,032,539 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | The University's collections of art, which were acquired through purchases and contributions since the Organization's inception, are not recognized as assets on the statements of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired or as temporarily or permanently restricted net assets if the assets used to purchase the items are restricted by donors. Contributed collection items are not reflected on the financial statements. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. |
| Part V, Line 4: | The endowment consists of approximately 600 individual funds established for a variety of purposes, such as scholarships, endowed chairs, departmental and operating budget support. |
| Part X, Line 2: | The University is a qualifying organization under Section 501(c)(3) of the Code and is, therefore, exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. The University is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The University believes it is no longer subject to income tax examinations for years prior to 2015. As of June 30, 2019, the University has no uncertain tax positions. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | 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. |
| Schedule E, Part I, Line 6 | A Federal process is in place that requires Universities to verify selected student FAFSA forms for completeness and accuracy. When students are selected for the Federal Verification, the Office of Financial Aid collects acceptable tax documentation and has the student complete a standard verification worksheet to support the federal process. After signatures and completeness of the submitted documentation is confirmed, a Financial Aid Counselor will audit the information. The Financial Aid Counselor will compare the FAFSA information to tax information to check for variances. If a variance occurs, the Financial Aid Counselor will correct the data element in the FAFSA record within the Banner record. After correcting the data element, the ISIR record is sent to the federal processor for corrections. After the federal verification process is completed, a Financial Aid Counselor will checkmark an indicator in the Financial Aid System to allow disbursement of federal aid. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland & Greenland) | 0 | 4 | Program Services | Study Abroad/Education | $375,088 |
| Middle East and North Africa | 0 | 2 | Program Services | Study Abroad/Education | $132,926 |
| South America | 0 | 0 | Program Services | Study Abroad/Education | $85,343 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Study Abroad/Education | $31,382 |
| East Asia and the Pacific | 0 | 0 | Program Services | Study Abroad/Education | $16,100 |
| Central America and the Caribbean | 0 | 0 | Investments | $11,195,547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $11,836,386 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,836,386 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 3: | The total of the wire amounts sent to the foreign countries and other funds spent traveling to and in the foreign countries for the study abroad and educational programs. |
| Part IV, Line 3: | The University did not have an ownership of any foreign corporation that would be greater than the 10% ownership filing threshold. Accordingly, IRS Form 5471 is not required to be filed. |
| Part IV, Line 4: | The University meets the exception for tax-exempt organizations with respect to filing Form 8621. Form 8621 is not required to be filed. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | All For One Golf Outing | Event1Nm |
| Gross Receipts Event1 | $203,140 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $93,975 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $109,165 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $57,687 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $17,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $26,352 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $51,546 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $23,193 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $203,140 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $93,975 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $109,165 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $57,687 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,352 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $51,546 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,193 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $176,278 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$67,113 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $84,049 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $38,527 | CashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $8,561 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $84,049 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $38,527 | CashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $8,561 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $47,088 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $36,961 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | OH | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| Explanation If No | Per Ohio Charitable Gaming Laws, no license is required to be administered from the Ohio Attorney General Office for a qualified charitable organization to conduct a raffle. | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Xavier University | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 Victory Parkway | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452074531 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andy Barry | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | Director of Business Operations, Department of Intercollegiate Athletics | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | Yes (1) | CharitableDistributionRqrInd |
| Distributed | $38,527 | DistributedAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part III, Line 16: | FormAndLineReferenceDesc |
| Explanation | No compensation has been reported for Andy Barry as his role as gaming manager was a de minimis function of his employment with Xavier University. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| A Blessing to One Another Inc | |||||||
| 3800 Victory Parkway | Cincinnati | OH | 45207 | 201317004 | 501(c)(3) | $7,250 | General Support |
| DePaul Cristo Rey High School | |||||||
| 1133 Clifton Hills Ave | Cincinnati | OH | 45220 | 272417727 | 501(c)(3) | $29,500 | General Support |
| American Jewish Committee | |||||||
| 205 W 4th St Suite 1270 | Cincinnati | OH | 45202 | 135563393 | 501(c)(3) | $7,750 | General Support |
| REDI Cincinnati LLC | |||||||
| 3 E 4th Street Suite 301 | Cincinnati | OH | 45202 | 472090230 | 501(c)(3) | $20,000 | General Support |
| United Way | |||||||
| 2400 Reading Road | Cincinnati | OH | 45202 | 310537502 | 501(c)(3) | $19,456 | General Support |
| Cincinnati USA Regional Chamber | |||||||
| 441 Vine Street 300 Carew Tower | Cincinnati | OH | 450202821 | 310239310 | 501(c)(6) | $7,750 | General Support |
| Dayton Ohio Chapter A Special Wish Foundation | |||||||
| 741 Valley Street | Dayton | OH | 45404 | 311234314 | 501(c)(3) | $15,838 | General Support |
| Intercommunity Justice and Peace Center | |||||||
| 215 E 14th Street | Cincinnati | OH | 452027308 | 311311634 | 501(c)(3) | $5,875 | General Support |
| OMID USA Inc | |||||||
| 5855 Drewry Farm Lane | Cincinnati | OH | 45243 | 270272861 | 501(c)(3) | $10,000 | General Support |
| Center for Holocast and Humanity | |||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | 205090993 | 501(c)(3) | $25,100 | General Support |
| Jewish National Fund | |||||||
| 60 Revere Drive Ste 840 | Northbrook | IL | 600621580 | 346546419 | 501(c)(3) | $9,250 | General Support |
| USO of MetroWashington | |||||||
| 228 McNair Road Building 405 | Fort Myer | VA | 22211 | 530204665 | 501(c)(3) | $5,600 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Educational Grants to University Students | GrantTypeTxt |
| Recipient | 4997 | RecipientCnt |
| Cash Grant | $92,445,078 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Every full-time traditional undergraduate student is considered for merit-based financial aid. Merit-based aid is determined by the Admissions and Financial Aid Department's analysis of a student's academic credentials, such as standardized test scores and high school transcripts. A student interested in receiving need-based financial aid is required to submit a Free Application for Federal Student Aid (FAFSA) for each school year. Once all the eligibility criteria are met and all necessary documents are obtained, either through review of the ISIR or by efforts of the Financial Aid Counselor, the financial need of the student is determined by the difference between the cost of attendance at Xavier and the EFC toward those costs. After the financial need for the student is calculated, the financial aid package for each student is determined by the Banner system based on the student's financial need, academic merit, talent, enrollment status, level in school, and dependency status. Award letters (via e-mail or regular mail) are then prepared and sent to each student, notifying them of what types of awards they are deemed eligible to receive. The student then has the option to decline any aid that is offered to them. Xavier uses passive acceptance of aid offered. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John F Kucia | ||||||||||||||
| Vice President Emeritus | $217,426 | $0 | $0 | $0 | $22,095 | $0 | $22,162 | $0 | $16,872 | $0 | $278,555 | $0 | $0 | $0 |
| Joseph H Feldhaus | ||||||||||||||
| General Counsel and Secretary | $264,343 | $0 | $0 | $0 | $3,535 | $0 | $24,750 | $0 | $23,080 | $0 | $315,708 | $0 | $0 | $0 |
| Melissa J Baumann | ||||||||||||||
| Provost/Chief Academic Officer | $278,063 | $0 | $0 | $0 | $5,178 | $0 | $23,375 | $0 | $9,343 | $0 | $315,959 | $0 | $0 | $0 |
| Gary R Massa | ||||||||||||||
| VP for University Relations | $301,203 | $0 | $0 | $0 | $13,077 | $0 | $26,125 | $0 | $29,053 | $0 | $369,458 | $0 | $0 | $0 |
| Philip G Chick | ||||||||||||||
| VP, Financial Admin and CBO | $143,061 | $0 | $0 | $0 | $4,001 | $0 | $12,672 | $0 | $17,586 | $0 | $177,320 | $0 | $0 | $0 |
| Jeff Coleman | ||||||||||||||
| Vice President for Risk Management | $165,749 | $0 | $0 | $0 | $1,995 | $0 | $15,944 | $0 | $30,694 | $0 | $214,382 | $0 | $0 | $0 |
| Aaron Meis | ||||||||||||||
| VP, Enrollment Management | $200,939 | $0 | $0 | $0 | $5,939 | $0 | $18,774 | $0 | $27,987 | $0 | $253,639 | $0 | $0 | $0 |
| Gregory A Christopher | ||||||||||||||
| VP Admin & Director of Athletics | $351,138 | $0 | $13,500 | $0 | $8,156 | $0 | $23,375 | $0 | $67,885 | $0 | $464,054 | $0 | $0 | $0 |
| Christopher L Mack | ||||||||||||||
| Former Head Coach-Men's Basketball | $626,460 | $0 | $0 | $0 | $2,649 | $0 | $9,500 | $0 | $6,572 | $0 | $645,181 | $0 | $0 | $0 |
| Dr Thomas J Hayes | ||||||||||||||
| Dean-Williams College of Business | $240,845 | $0 | $0 | $0 | $1,524 | $0 | $24,100 | $0 | $18,985 | $0 | $285,454 | $0 | $0 | $0 |
| Gregory E Smith | ||||||||||||||
| Associate Dean, Williams COB | $199,620 | $0 | $0 | $0 | $397 | $0 | $16,323 | $0 | $28,735 | $0 | $245,075 | $0 | $0 | $0 |
| Mark Frolick | ||||||||||||||
| Endowed Chair/Prof-Dept of MIS | $211,496 | $0 | $0 | $0 | $655 | $0 | $18,518 | $0 | $18,450 | $0 | $249,119 | $0 | $0 | $0 |
| Travis Steele | ||||||||||||||
| Head Coach-Men's Basketball | $346,756 | $0 | $7,500 | $0 | $914,938 | $0 | $24,750 | $0 | $26,412 | $0 | $1,320,356 | $0 | $0 | $0 |
| Maribeth Amyot | ||||||||||||||
| Former Officer | $0 | $0 | $0 | $0 | $139,277 | $0 | $12,529 | $0 | $624 | $0 | $152,430 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Charter travel arrangements are used on a limited basis for certain athletic team travel and reduces missed class time by student athletes. Charter travel arrangements are also used on a limited basis for athletic recruiting purposes when commercial travel options are not efficient. Travel for companions occurs on a limited basis but is a taxable benefit to the employee. The President of the University lives in student housing as a convenience of the University, and therefore is not a taxable benefit. Business club dues were provided for the President and CFO for business purposes. Social club business related expenses were reimbursed to the Vice President of University Relations, Provost, Men's Basketball Coach and VP Admin & Director of Athletics. |
| Part I, Line 4a: | Christopher L. Mack, former basketball coach, received a payout of his contract in March 2018. Maribeth Amyot received a severance payment of $139,277. |
| Form 990, Part VII, Section A: | Form 990, Part VII does not include any compensation for the President of Xavier University, Michael J. Graham, SJ. Father Graham's annual salary is $455,403 which was paid directly to his religious order in accordance with his vow of poverty. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Ohio Higher Educational Facility Commission | ||||||||
| A | 346849674 | 67756DKW5 | 2016-12-15 | $25,189,238 | Renovating and Furnishing Educational Facilities | 0 | 0 | 0 |
| Ohio Higher Educational Facility Commission | ||||||||
| B | 346849674 | 67756AQ88 | 2010-01-26 | $48,998,440 | Construction of Residence and Dining Hall | 0 | 0 | 0 |
| Ohio Higher Educational Facility Commission | ||||||||
| C | 346849674 | 000000000 | 2013-12-19 | $19,815,000 | Refunding of Series 2000B, bond issued 11/16/2000 | 0 | 0 | 0 |
| Ohio Higher Educational Facility Commission | ||||||||
| D | 346849674 | 000000000 | 2015-02-10 | $23,475,000 | Refunding of Series 2008A, Bond Issued 4/30/2008 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,210,000 | $25,199,468 | $189,238 | $25,010,230 | 2017 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $7,325,000 | $49,080,423 | $3,113,180 | $45,197,705 | 2012 | 0 | 0 | Yes (1) | Yes (1) | $769,538 | |
| C | $3,090,000 | $19,815,000 | Yes (1) | 0 | Yes (1) | Yes (1) | $19,815,000 | ||||
| D | $900,000 | $23,475,000 | Yes (1) | 0 | Yes (1) | Yes (1) | $23,475,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| Deutsche Bank | ||||||||||||
| D | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 27.200000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part II, Line 3, Issue A & B: | Total proceeds differ from issue price due to investment earnings. |
| Schedule K, Part IV, Line 6, 3/25/2015 Bonds: | This question is being answered without regard to a yield-restricted advance refunding escrow financed with proceeds of the bonds. |
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 Educational Facility Commission | ||||||||
| A | 346849674 | 67756DDT0 | 2015-03-25 | $55,187,114 | Advance Refund of Callable Series 2008C Bonds Issued 12/4/2008 | 0 | 0 | 0 |
| Ohio Higher Educational Facility Commission | ||||||||
| B | 346849674 | 000000000 | 2016-05-01 | $47,380,000 | Refunding of Series 2015B Bonds, Issued 2/10/2015 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $2,840,000 | $55,187,114 | $163,880 | $53,023,234 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $3,870,000 | $47,380,000 | $47,380,000 | Yes (1) | 0 | Yes (1) | Yes (1) |
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 | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
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 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| Barclays Bank | ||||||||||||
| B | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 26.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| $13,560 | Tuition Discounts | Scholarship |
| $27,000 | Merit based Scholarships | Scholarship |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Cincinnati Reds | |||
| Former Trustee, Robert H. Castellini | $11,215 | Purchase of baseball tickets | 0 |
| Joseph Auto Group | |||
| Trustee, Gregory G. Joseph | $80,976 | Vehicle purchase and lease payments | 0 |
| Brad Early | |||
| Trustee, Michael R. Fortin | $12,150 | Salary from Xavier to brother-in-law of trustee | 0 |
| Travis Steele | |||
| Trustee, Michael E. McCaw | $1,269,200 | Salary from Xavier to son-in-law MBB head coach | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $453,872 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Our Lady of Peace Chapel | 1 | $1,000,000 | Opinions of Experts |
| Yes (X) | Transportation | 2 | $106,529 | Cost/Selling Price |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | Part I, Column (b) is reporting the number of contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Barbara J. Howard, a Trustee of Xavier University, has a business relationship with several other Xavier University Trustees. W. Rodney McMullen, a Trustee of Xavier University, has a business relationship with several other Xavier University Trustees. Gregory G. Joseph, a Trustee of Xavier University, has a business relationship with Xavier University. Thomas F. Sedler, a Trustee of Xavier University, has a business relationship with Xavier University and other trustees of Xavier University. Michael E. McCaw, a Trustee of Xavier University, has a family relationship at Xavier University. Timothy J. Reilly, a Trustee of Xavier University, has a family relationship at Xavier University. Timothy J. Schroeder, a Trustee of Xavier University, has a family relationship at Xavier University. |
| Form 990, Part VI, Section B, line 11b | The Form 990 was prepared by Deloitte Tax LLP using the information provided by Xavier University management. The completed Form 990 was reviewed by the Chief Business Officer and the Controller of Xavier University. The return will be made available to all board members prior to filing. |
| Form 990, Part VI, Section B, line 12c | The Conflict of Interest Policy requires all officers, directors, and key employees to complete an annual questionnaire pertaining to conflicts of interest. Distribution and collection of the questionnaires are administered by the General Counsel and Secretary to the Board for the members of the Board of Trustees. Human Resources administers distribution and collection for employees. Disclosed conflicts and potential conflicts by Trustees are reviewed by the Governance Committee of the Board of Trustees, and by the Audit and Risk Management Committee of the Board of Trustees for employee officers and key employees. Trustees with a transactional conflict are required to recuse themselves from any discussion and/or vote pertaining to the conflicted transaction, and this is reflected in the minutes of the Organization. |
| Form 990, Part VI, Section B, line 15 | Although the following procedures were followed regarding the determination of the President of Xavier University's compensation, the compensation reported on this Form 990 was not actually received by the President of the University, but rather by his religious order in accordance with his vow of poverty. In determining compensation of the Organization's President, other officers and key employees, the process includes a review and approval by the independent persons on the Board of Trustees who evaluate performance, comparability data, and contemporaneous substantiation of the deliberation and decision. The compensation was reviewed and approved by the Executive Committee of the Board of Trustees and the Compensation Committee. In the review of the compensation, the President, other officers and key employees were compared to individuals that hold similar positions at similar universities. The determination of similar universities was made by the Compensation Committee of the Board of Trustees with the assistance of a professional consulting firm. During the review and approval of the compensation, documentation of the decision was recorded in the Committee minutes. Individuals were not present when their compensation was decided. |
| Form 990, Part VI, Section C, line 19 | The Organization will provide any documents required to be open to public inspection upon request. Form 990 is available to the public on Xavier's website. |
| Form 990, Part XI, line 9: | Change in Fair Value Interest Rate Swap -5,170,651. Actuarial Change in Post Retirement Health Care Benefits 1,405,929. Purchase of Controlling Interest in XU Student Health and Wellness Center -13,884,562. Gain on Contract Termination 695,605. Transfers from XUPROP CO 278,000. |
| Form 990, Part XII, Line 2c: | The Audit and Risk Management Committee is responsible for the oversight of the audit. The process has not changed in the current year. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|
| Norwood Cafe LLC | |||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 260307190 | Hospitality Associated with Art Exhibits and Other Xavier Events | OH | -$767 | $36,134 | Xavier University |
| 3759 Montgomery Road LLC | |||||||||
| 3759 Montgomery Road | Cincinnati | OH | 452074531 | Real Estate | OH | $0 | $0 | Xavier University | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A Blessing to One Another Inc | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 201317004 | Interfaith Issues | OH | 501(c)(3) | Line 10 | Xavier University | Yes (1) |
| Xavier Student Agencies | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 205299309 | Student Activities | OH | 501(c)(3) | Line 2 | Xavier University | Yes (1) |
| XUPROP CO | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 311700715 | Real Estate Holding Company | OH | 501(c)(2) | N/A | Xavier University | Yes (1) |
| XUPROP CO - Cincinnati | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 311700752 | Real Estate Holding Company | OH | 501(c)(2) | N/A | Xavier University | Yes (1) |
| XUPROP CO - Dana | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 201367022 | Real Estate Holding Company | OH | 501(c)(2) | N/A | Xavier University | Yes (1) |
| XUPROP CO - Norwood | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 201037010 | Real Estate Holding Company | OH | 501(c)(2) | N/A | Xavier University | Yes (1) |
| XUPROP CO - Plaza | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 261870850 | Real Estate Holding Company | OH | 501(c)(2) | N/A | Xavier University | Yes (1) |
| XU-Student Health & Wellness Center | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 814969374 | Student Health & Wellness Center | OH | 501(c)(3) | Line 12a, I | Xavier University | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAB Real Estate Holdings LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8338 Whispering Valley Drive | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200695355 | EIN |
| Primary Activities | Real Estate Holding | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Xavier University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $7,216 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $25,165 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.75000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAB Oil and Gas Holdings Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8338 Whispering Valley Drive | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311705417 | EIN |
| Primary Activities | Oil and Gas | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Xavier University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | S | EntityTypeTxt |
| Share Of Total Income | $310 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $26,038 | ShareOfEOYAssetsAmt |
| Ownership | 0.75000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (1) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NAB Oil and Gas Holdings Inc | ||
| A | $13,376 | Fair Market Value |
| XUPROP CO | ||
| S | $278,000 | Fair Market Value |
| XU-Student Health & Wellness Center | ||
| H | $13,884,562 | Fair Market Value |