2020-03-21T14:06:06-05:00 2019-05-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2018-06-01 340714681 JOHN CARROLL UNIVERSITY % LAURI STRIMKOVSKY JOHN 2163971886 1 JOHN CARROLL BOULEVARD UNIVERSITY HEIGHTS OH 44118 LAURI STRIMKOVSKY VP OF FINANCE 2163974273 2019-11-15 true Lauren R Denton P01571860 2604604000 167.68.126.162 35027420200825000004 2020-03-21 P C9F2138D12F7D343057C8214CDBDB0735A7DCED9 24AFAAB6F2469FB738EC766CE6E703B897A40E51 2018 2020-11-19 02:30:22Z MICHAEL D JOHNSON PHD 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 204165065 false X WWW.JCU.EDU X 1886 OH AS ONE OF 28 JESUIT CATHOLIC UNIVERSITIES IN THE USA, JOHN CARROLL UNIVERSITY'S MISSION IS TO INSPIRE INDIVIDUALS TO EXCEL IN LEARNING, LEADERSHIP, AND SERVICE. 37 36 2283 635 82912 24782632 11622608 144602867 149841164 5458599 8092377 115809 443047 174959907 169999196 73031882 74671569 0 0 56304558 55622862 0 0 3645663 37248484 38162738 166584924 168457169 8374983 1542027 452353927 446918278 91495538 89425305 360858389 357492973 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 159033225 74671569 149841164 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 RECENT BLOOMBERG BUSINESSWEEK SURVEY OF EMPLOYERS RANKED THE BOLER SCHOOL OF BUSINESS NUMBER ON 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 3,076 UNDERGRADUATE STUDENTS AND 479 GRADUATE STUDENTS; OFFERED 44 BACHELOR DEGREE MAJORS AND 21 GRADUATE SCHOOL PROGRAMS; AND CONFERRED 735 BACHELOR AND 204 MASTERS DEGREES IN THE 2018-2019 ACADEMIC YEAR. JOHN CARROLL IS RECOGNIZED FOR EXCELLENT RETENTION AND GRADUATION RATES. 83% OF JCU FRESHMEN RETURN AS SOPHOMORES, AND 70% 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. 95% OF OUR 179 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. 159033225 true true false false false false false true false true true true false false true true false true true true true false false false false false false true true true true false false false false false false true true false false true false false false true true true true false false true 4704 0 2283 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 true true X LAURI STRIMKOVSKY 2163971886 1 JOHN CARROLL BOULEVARD UNIVERSITY HEIGHTS OH 44118 MICHAEL J MERRIMAN CHAIR OF THE BOARD 5.0 0.0 X 0 0 0 ARA A BAGDASARIAN DIRECTOR 1.0 0.0 X 0 0 0 BARBARA O BROWN DIRECTOR 1.0 0.0 X 0 0 0 REV GERALD F CAVANAGH SJ DIRECTOR 1.0 0.0 X 0 0 0 JAMES A COYNE DIRECTOR 1.0 0.0 X 0 0 0 REV THOMAS B CURRAN SJ DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM P DONNELLY DIRECTOR 1.0 0.0 X 0 0 0 REV KEVIN J EMBACH SJ MD DIRECTOR 1.0 0.0 X 0 0 0 TERRENCE P FERGUS DIRECTOR 1.0 0.0 X 0 0 0 DR EVELYN JENKINS GUNN DIRECTOR 1.0 0.0 X 0 0 0 ANNETTE L HAILE DIRECTOR 1.0 0.0 X 0 0 0 HOWARD W HANNA III DIRECTOR 1.0 0.0 X 0 0 0 HAROLD HAL F HAWK JR DIRECTOR 1.0 0.0 X 0 0 0 REV MARK G HENNINGER SJ DIRECTOR 1.0 0.0 X 0 0 0 MARY JO HOGAN DIRECTOR 1.0 0.0 X 0 0 0 ROBERT W HOSTOFFER DO DIRECTOR 1.0 0.0 X 0 0 0 BRUCE D JAROSZ DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM E KAHL DIRECTOR 1.0 0.0 X 0 0 0 MICHELE A KISTHARDT DIRECTOR 1.0 0.0 X 0 0 0 RICHARD J KRAMER DIRECTOR 1.0 0.0 X 0 0 0 JANE B LAMBESIS DIRECTOR 1.0 0.0 X 0 0 0 TERESA K LEWANDOWSKI DIRECTOR 1.0 0.0 X 0 0 0 JAMES M MYERS DIRECTOR 1.0 0.0 X 0 0 0 DAVID M O'BRIEN DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM J O'ROURKE JR DIRECTOR 1.0 0.0 X 0 0 0 JEFFREY H PARAVANO DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL B PETRAS JR DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM A PRIEMER DIRECTOR 1.0 0.0 X 0 0 0 DANIEL F SANSONE DIRECTOR 1.0 0.0 X 0 0 0 REV MICHAEL J L SHEERAN SJ DIRECTOR 1.0 0.0 X 0 0 0 DAVID W SHORT DIRECTOR 1.0 0.0 X 0 0 0 GREGORY J SKODA DIRECTOR 1.0 0.0 X 0 0 0 TERENCE C SULLIVAN DIRECTOR 1.0 0.0 X 0 0 0 STEPHEN M TODD DIRECTOR 1.0 0.0 X 0 0 0 JAMES E WINCHESTER JR DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL JOHNSON PRESIDENT 50.0 0.0 X X 358460 0 19881 REV MARTIN CONNELL SJ DIRECTOR 1.0 0.0 X 0 0 0 DOREEN RILEY VP FOR ADVANCEMENT 50.0 0.0 X 244506 0 26933 DENNIS HAREZA EXECUTIVE VP/CFO 50.0 0.0 X 242991 0 27612 MARK MCCARTHY VP OF STUDENT AFFAIRS 50.0 0.0 X 175886 0 17517 EDWARD PECK VP OF MISSION/IDENTITY 50.0 0.0 X 126677 0 25040 NATALIE MAZANOWSKI LEFT 1018 VP MARKETING & COMMUNICATIONS 40.0 0.0 X 188350 0 20909 STEPHANIE LEVENSON VP ENROLLMENT (STARTED 8/18) 50.0 0.0 X 66915 0 8925 ALAN MICIAK DEAN 50.0 0.0 X 255662 0 22489 MARGARET FARRAR DEAN (LEFT 5/19) 50.0 0.0 X 164060 0 11283 KAREN SCHUELE PROFESSOR 40.0 0.0 X 240091 0 64151 WILLIAM ELLIOTT PROFESSOR 40.0 0.0 X 219715 0 26195 ROBERT GIACALONE PROFESSOR 40.0 0.0 X 241355 0 27596 ALBERT NAGY PROFESSOR 40.0 0.0 X 197555 0 30964 ROBERT BLOOM PROFESSOR 40.0 0.0 X 190061 0 17805 JEANNE M COLLERAN PHD FORMER INTERIM PRESIDENT 50.0 0.0 X 225234 0 30384 RICHARD MAUSSER FORMER VP OF ADMINISTRATION 40.0 0.0 X 153750 0 0 3291268 0 377684 82 true true false ARAMARK 1101 MARKET ST PHILADELPHIA PA 19107 FOOD SERVICE 5068224 ABM PO BOX 643823 PITTSBURGH PA 152643823 JANITORIAL SERVICES 1623079 CHI CORPORATION 5265 NAIMAN PARKWAY CLEVELAND OH 44139 STORAGE SECURITY 877414 MECHANICAL PIPING SYSTEMS INC 9603 WILDWOOD DR CHARDON OH 44024 HVAC 664943 CITI ELECTRIC INC 12815 ELMWOOD AVE CLEVELAND OH 44111 ELECTRICAL SERVICE 525602 48 777909 10844699 980926 11622608 TUITION & FEES 611600 128272247 128272247 RESIDENCE AND DINING FEES 611710 19519123 19519123 OTHER 611710 1462944 1462944 MISCELLANEOUS RECEIPTS 611710 586850 586850 149841164 4847029 4847029 0 140396 140396 3767756 3459723 308033 0 308033 88294 219739 33951494 30706146 3245348 3245348 3245348 0 0 0 0 0 0 0 0 0 HEARTLAND MANATEE RIVERFRONT 236000 10075 10075 DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP 236000 -657 -657 SPINNAKER GLOBAL EMERGING 236000 -4527 -4527 -10273 -10273 -5382 169999196 149841164 82912 8452512 73181 73181 74598388 74598388 0 0 2018968 1479479 272711 266778 0 39068529 34958996 2427598 1681935 2331664 2067838 153239 110587 9269074 7419979 1087635 761460 2934627 2602576 192866 139185 563211 377632 149199 36380 44970 44970 100425 100425 0 0 922716 922716 2195787 2035889 123513 36385 168008 163529 3410 1069 3015161 2884769 -79256 209648 1895572 1855467 30133 9972 0 7068483 7039079 18502 10902 1819702 1652689 66662 100351 0 1778263 1471891 113030 193342 2301408 2301408 0 8101055 8101055 709127 704810 4246 71 NON-PROF CONTRACT SVCS 6381615 6272290 96476 12849 DUES & SUBSCRIPTIONS 803212 678257 50206 74749 OTHER 294023 294023 168457169 159033225 5778281 3645663 30399 41913 30594662 51149735 6558965 4732899 1093949 1110734 0 0 0 0 12725962 11858599 0 0 2059298 1383407 330043888 163428464 168273006 166615424 124288547 117005216 102692706 89189879 0 0 0 0 4036433 3830472 452353927 446918278 14561736 13198162 8907 0 3806224 4062245 41371264 41464543 0 0 0 0 27035733 26051765 0 0 4711674 4648590 91495538 89425305 X 186957590 183409218 56720054 53113072 117180745 120970683 360858389 357492973 452353927 446918278 X 1542027 -3592812 -1314631 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X false 225754829 5797896 3023373 7077418 3233165 726824 223538691 209273419 9042606 18445318 6206358 3101852 1698304 225754829 187663022 4157750 28592352 6055615 2960792 2123298 209273419 205196988 4802867 -11552129 5627255 2574575 2582874 187663022 198276778 4173245 13062121 6216128 3227605 871423 205196988 0.33420 0.50130 0.16450 true false 4125959 4811701 8937660 21673700 209820982 99264654 132230028 56832321 40461787 16370534 36327 32742899 23702024 9077202 166615424 MULTI-STRATEGY FUNDS 32528672 F HEDGED EQUITY FUNDS 36380119 F PRIVATE EQUITY FUNDS 6215053 F INVESTMENT IN MURPHY HALL 14066035 C 89189879 0 ASSET RETIREMENT OBLIGATIONS 3379067 REFUNDABLE FEDERAL STUDENT LOANS 1269523 4648590 X 92444127 -3592812 2145697 -1447115 93891242 922716 75185238 76107954 169999196 96588487 4239272 4239272 92349215 922716 75185238 76107954 168457169 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, ASC 740 FOOTNOTE 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, 2019 AND 2018, AND THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN MADE. SCHEDULE D, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $ ( 538,687) CHANGE IN FV OF INTEREST RATE SWAP AGREEMENTS $ ( 775,944) MURPHY HALL ENTITY INTEREST INCOME $ 604 RENTAL EXPENSE RECLASS $ 3,459,724 TOTAL $ 2,145,697 SCHEDULE D, PART XI, LINE 4B MISC RECEIPTS NETTED AGAINST EXPENSES ON F/S $ 586,850 STUDENT FINANCIAL AID & SCHOLARSHIPS $74,598,388 TOTAL $75,185,238 SCHEDULE D, PART XII LINE 2D RENTAL EXPENSE RECLASS $ 3,459,724 MURPHY HALL ACTIVITY NOT IN 990 $ 779,548 TOTAL $ 4,239,272 SCHEDULE D, PART XII LINE 4B MISC RECEIPTS NETTED AGAINST EXPENSES ON F/S $ 586,850 STUDENT FINANCIAL AID & SCHOLARSHIPS $74,598,388 TOTAL $75,185,238 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, PERKINS LOAN 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. false South America PASSIVE INVESTMENTS 2930381 Europe (Including Iceland and Greenland) PASSIVE INVESTMENTS 26124222 Middle East and North Africa PASSIVE INVESTMENTS 1255365 East Asia and the Pacific PASSIVE INVESTMENTS 30455518 Central America and the Caribbean PROGRAM SERVICES STUDY ABROAD 25412 East Asia and the Pacific PROGRAM SERVICES STUDY ABROAD 7902 Europe (Including Iceland and Greenland) PROGRAM SERVICES STUDY ABROAD 1090495 North America PROGRAM SERVICES STUDY ABROAD 9570 Middle East and North Africa PROGRAM SERVICES STUDY ABROAD 35000 South Asia PROGRAM SERVICES STUDY ABROAD 4024 61937889 61937889 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. true CATHOLIC COMMUNITY CONNECTION 2351 E 22ND STREET CLEVELAND OH 44115 161635599 501(C)(3) 24201 ANNUAL SUPPORT OHIO FOUNDATION OF INDEPENDENT 250 EAST BROAD STREET COLUMBUS OH 43215 314441082 501(C)(3) 48980 ANNUAL SUPPORT 2 SCHOLARSHIPS AND GRANTS 3319 74598388 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 JEANNE M COLLERAN PHD FORMER INTERIM PRESIDENT 223043 0 0 0 2191 0 15613 0 14771 0 255618 0 DOREEN RILEY VP FOR ADVANCEMENT 236958 0 0 0 7548 0 16587 0 10346 0 271439 0 DENNIS HAREZA EXECUTIVE VP/CFO 242000 0 0 0 991 0 15730 0 11882 0 270603 0 RICHARD MAUSSER FORMER VP OF ADMINISTRATION 153750 0 0 0 0 0 0 0 0 0 153750 0 MARK MCCARTHY VP OF STUDENT AFFAIRS 174442 0 0 0 1444 0 11633 0 5884 0 193403 0 EDWARD PECK VP OF MISSION/IDENTITY 126130 0 0 0 547 0 8829 0 16211 0 151717 0 NATALIE MAZANOWSKI LEFT 1018 VP MARKETING & COMMUNICATIONS 188218 0 0 0 132 0 10068 0 10841 0 209259 0 MICHAEL JOHNSON PRESIDENT 338418 0 0 0 20042 0 19248 0 633 0 378341 0 KAREN SCHUELE PROFESSOR 237715 0 0 0 2376 0 16640 0 47511 0 304242 0 WILLIAM ELLIOTT PROFESSOR 218611 0 0 0 1104 0 14210 0 11985 0 245910 0 ROBERT GIACALONE PROFESSOR 240275 0 0 0 1080 0 15618 0 11978 0 268951 0 ALBERT NAGY PROFESSOR 197308 0 0 0 247 0 11838 0 19126 0 228519 0 ALAN MICIAK DEAN 254604 0 0 0 1058 0 16549 0 5940 0 278151 0 MARGARET FARRAR DEAN (LEFT 5/19) 163854 0 0 0 206 0 10651 0 632 0 175343 0 ROBERT BLOOM PROFESSOR 185993 4068 11160 6645 207866 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. 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 2019. ANY AND ALL CONTRIBUTIONS TO THE PLAN IN FISCAL YEAR 2019 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 22549774 0 0 0 0 0 0 0 0 0 true true true true B 0 0 18950000 0 0 0 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. 42015 TUITION EMPLOYEE BENEFIT X 24 977473 MARKET VALUE X 1 399 PURCHASE PRICE X RAFFLE PRIZES 5 3054 PURCHASE PRICE 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 RECORDKEEPING 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 RECORDKEEPING 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 $( 538,687) CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS $( 775,944) TOTAL $(1,314,631) THE 1886 COMPANY LTD LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 1259196 11280791 Y CURA PERSONALIS LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 730902 3376297 Y IGNATIUS LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 487667 1938964 Y INIGO LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 258915 1052692 Y LOYOLA LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 639765 2281033 Y MANRESA LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 166205 861960 Y MH MANAGER LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 472542966 HOLDINGS OH MHH INC RELATED 323148 18823171 false true 0.98800 MH LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 471049178 RENTAL OH MH MANAGER LLC RELATED 12769 31216677 false false 0.90000 MURPHY HALL HOLDINGS INC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 611738640 LESSOR OH JCU C CORP 396882 17581908 1.00000 true true false false true false false false false false false false false false false false false true false false MURPHY HALL HOLDINGS INC A 311357 MORTGAGE MURPHY HALL HOLDINGS INC Q 250000 WAGES & BENEFIT MURPHY HALL MASTER TENANT K 138848 LEASE AGREEMENT 1886 COMPANY LTD Q 68000 AGREEMENT MURPHY HALL HOLDINGS INC D 8057891 LOAN AGREEMENT