JOHN CARROLL UNIVERSITY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: JOHN CARROLL UNIVERSITY (EIN 34-0714681)
Tax period: 2016-06-01 to 2017-05-31
Filed: 2018-03-01
IRS object ID: 201800609349300130
Schema version: 2016v3.1
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 C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-03-01T14:18:04-06:00	ReturnTs
Tax Period End	2017-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BKD LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 E Main St Suite 700	AddressLine1Txt
City	Fort Wayne	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46802	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	340714681	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOHN CARROLL UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% DENNIS HAREZA	InCareOfNm
Business Name Control	JOHN	BusinessNameControlTxt
Phone	2163971886	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 JOHN CARROLL BOULEVARD	AddressLine1Txt
City	UNIVERSITY HEIGHTS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44118	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DENNIS HAREZA	PersonNm
Person Title	VP OF FINANCE	PersonTitleTxt
Phone	2163974273	PhoneNum
Signature	2018-04-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Joyce A Dulworth	PreparerPersonNm
PTIN	P00151125	PTIN
Phone	2604604000	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.68.126.162	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	35027420180605000006	FederalOriginalSubmissionId
Federal Original Submission Id	2018-03-01	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	34D21B9E2600067E2DE94413EFEE0AFAF4BAB308	AtSubmissionCreationDeviceId
At Submission Filing Device Id	FD17B16453602DE2B5C268902672A980DDBA3821	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JEANNE M COLLERAN PHD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 JOHN CARROLL BLVD	AddressLine1Txt
City	UNIVERSITY HEIGHTS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44118	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$190,175,345	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.JCU.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1886	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	AS ONE OF 28 JESUIT CATHOLIC UNIVERSITIES IN THE USA, JOHN CARROLL UNIVERSITY'S MISSION IS TO INSPIRE INDIVIDUALS TO EXCEL IN LEARNING, LEADERSHIP, AND SERVICE.	ActivityOrMissionDesc
Voting Members Governing Body	48	VotingMembersGoverningBodyCnt
Voting Members Independent	47	VotingMembersIndependentCnt
Total Employee	2320	TotalEmployeeCnt
Total Volunteers	957	TotalVolunteersCnt
Total Gross UBI	$51,318	TotalGrossUBIAmt
PY Contributions Grants	$15,668,857	PYContributionsGrantsAmt
CY Contributions Grants	$14,067,177	CYContributionsGrantsAmt
PY Program Service Revenue	$136,377,282	PYProgramServiceRevenueAmt
CY Program Service Revenue	$140,024,826	CYProgramServiceRevenueAmt
PY Investment Income	$3,171,702	PYInvestmentIncomeAmt
CY Investment Income	$5,885,914	CYInvestmentIncomeAmt
PY Other Revenue	$597,019	PYOtherRevenueAmt
CY Other Revenue	$136,129	CYOtherRevenueAmt
PY Total Revenue	$155,814,860	PYTotalRevenueAmt
CY Total Revenue	$160,114,046	CYTotalRevenueAmt
PY Grants And Similar Paid	$67,629,187	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$70,384,652	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$56,567,546	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$61,384,831	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,656,692	CYTotalFundraisingExpenseAmt
PY Other Expenses	$34,392,910	PYOtherExpensesAmt
CY Other Expenses	$35,595,822	CYOtherExpensesAmt
PY Total Expenses	$158,589,643	PYTotalExpensesAmt
CY Total Expenses	$167,365,305	CYTotalExpensesAmt
PY Revenues Less Expenses	-$2,774,783	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$7,251,259	CYRevenuesLessExpensesAmt
Total Assets BOY	$416,671,873	TotalAssetsBOYAmt
Total Assets EOY	$434,110,915	TotalAssetsEOYAmt
Total Liabilities BOY	$95,897,761	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$96,490,984	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$320,774,112	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$337,619,931	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	FOR 130 YEARS, JOHN CARROLL HAS FOCUSED ON GRADUATING STUDENTS WITH INTELLECT AND CHARACTER IN THE JESUIT TRADITION OF EDUCATIONAL EXCELLENCE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$158,819,509	ExpenseAmt
Grant	$70,384,652	GrantAmt
Revenue	$140,024,826	RevenueAmt
Desc	FROM ITS MODEST ORIGIN IN 1886 AS SAINT IGNATIUS COLLEGE ON CLEVELAND'S NEAR WEST SIDE, JOHN CARROLL TODAY IS WIDELY RECOGNIZED AS A TRANSFORMATIVE UNIVERSITY THAT EXCELS IN UNDERGRADUATE AND POST-GRADUATE EDUCATION, ATTRACTING STUDENTS FROM 35 STATES AND 48 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 SCHOOL 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. 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 14:1 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 3,028 UNDERGRADUATE STUDENTS AND 497 GRADUATE STUDENTS; OFFERED 40 BACHELOR DEGREE MAJORS AND 19 GRADUATE SCHOOL PROGRAMS; AND CONFERRED 521 BACHELOR AND 153 MASTERS DEGREES IN THE 2016-2017 ACADEMIC YEAR. JOHN CARROLL IS RECOGNIZED FOR EXCELLENT RETENTION AND GRADUATION RATES. 84% OF JCU FRESHMEN RETURN AS SOPHOMORES, AND 67% 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 FOR EIGHT CONSECUTIVE YEARS. 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. 97% OF OUR 185 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 75 LEAGUE TITLES AND HAVE PLACED AMONG THE TOP 10 DIVISION III SCHOOLS IN THE NATION ON SEVERAL OCCASIONS. MORE THAN 90 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 24 VARSITY MEN'S AND WOMEN'S SPORTS. STUDENTS ALSO HAVE ACCESS TO INTRAMURAL SPORTS, CLUB SPORTS, AND OTHER FITNESS AND RECREATIONAL ACTIVITIES. JOHN CARROLL UNIVERSITY WELCOMES STUDENTS AND FACULTY FROM DIFFERENT RELIGIOUS BACKGROUNDS AND VALUE SYSTEMS IN THE BELIEF THAT THE EDUCATIONAL ENVIRONMENT WHICH THE UNIVERSITY PROVIDES IS ONE WHICH THESE STUDENTS AND FACULTY MAY FIND CONGENIAL, REWARDING, AND ENRICHED BY THEIR PRESENCE. WITHIN THIS ENVIRONMENT THERE IS CONCERN FOR THE HUMAN AND SPIRITUAL DEVELOPMENTAL NEEDS OF THE STUDENTS AND A DEEP RESPECT FOR THE FREEDOM AND DIGNITY OF THE HUMAN PERSON. A FACULTY NOT ONLY PROFESSIONALLY QUALIFIED, BUT ALSO STUDENT ORIENTED, CONSIDERS EXCELLENCE IN INTERPERSONAL RELATIONSHIPS AS WELL AS ACADEMIC ACHIEVEMENT AMONG ITS PRIMARY GOALS.	Desc
Total Program Service Expenses	$158,819,509	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	4368	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	2320	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	48	GoverningBodyVotingMembersCnt
Independent Voting Member	47	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	DENNIS HAREZA	PersonNm
Phone	2163971886	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 JOHN CARROLL BOULEVARD	AddressLine1Txt
City	UNIVERSITY HEIGHTS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44118	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (62 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	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
REV ROBERT L NIEHOFF SJ
PRESIDENT	50.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
MICHAEL J MERRIMAN
CHAIR OF THE BOARD	10.0	0.0	Yes (X)		$0	$0	$0
DR MICHAEL R ANDERSON
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
ARA A BAGDASARIAN
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
NANCY CUNNINGHAM BENACCI
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
BARBARA BROWN
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
JAMES E BUCKLEY
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
THE MOST REV NEAL J BUCKON
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
GERALD F CAVANAGH SJ
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
JAMES A COYNE
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
JOAN M CROCKETT
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
REV THOMAS B CURRAN SJ
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
WILLIAM P DONNELLY
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
REV KEVIN J EMBACH SJ MD
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
TERRENCE P FERGUS
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
DANIEL J FRATE
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
DR EVELYN JENKINS GUNN
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
ANNETTE L HAILE
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
CARTER F HAM
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
MICHAEL L HARDY
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
HAROLD HAL F HAWK JR
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
ROBERT E HELTZEL JR
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
REV MARK G HENNINGER SJ
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
MARY JO HOGAN
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
ROBERT W HOSTOFFER DO
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
WILLIAM E KAHL
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
RICHARD J KRAMER
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
JANE E LAMBESIS
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
TERESA K LEWANDOWSKI
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
THOMAS B LEWIS PHD
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
L THOMAS MARCHLEN
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
RICHARD E MAROUN
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
JAMES M MYERS
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
DAVID M O'BRIEN
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
WILLIAM J O'ROURKE JR
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
MICHAEL B PETRAS JR
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
MOST REV PATRICK C PINDER
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
REV JAMES S PREHN SJ
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
WILLIAM A PRIEMER
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
KYLE J REYNOLDS
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
DANIEL F SANSONE
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
GREGORY J SKODA
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
REV MICHAEL JL SHEERAN SJ
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
DAVID W SHORT
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
RAYMOND E SMILEY
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
TERENCE C SULLIVAN
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
STEPHEN M TODD
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
JAMES E WINCHESTER
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
JEANNE M COLLERAN PHD
ACADEMIC VP/PROVOST	50.0	0.0		Yes (X)	$256,992	$0	$48,256
RICHARD MAUSSER
VP OF ADMINISTRATION	50.0	0.0		Yes (X)	$235,714	$0	$93,306
DOREEN RILEY
VP ADVANCEMENT	50.0	0.0		Yes (X)	$241,442	$0	$26,080
BRIAN WILLIAMS-LEFT 217
VP FOR ENROLLMENT	50.0	0.0		Yes (X)	$190,396	$0	$30,360
MARK MCCARTHY
VP OF STUDENT AFFAIRS	50.0	0.0		Yes (X)	$175,990	$0	$17,664
EDWARD PECK
VP OF MISSION/IDENTITY	50.0	0.0		Yes (X)	$125,552	$0	$26,167
DENNIS HAREZA
EXECUTIVE VP CFO	50.0	0.0		Yes (X)	$108,973	$0	$9,586
ALAN MICIAK
DEAN	50.0	0.0			$259,549	$0	$27,304	Yes (X)
MARGARET FARRAR
DEAN	50.0	0.0			$165,795	$0	$27,633	Yes (X)
WILLIAM ELLIOTT
PROFESSOR	37.5	0.0			$217,585	$0	$26,958		Yes (X)
KAREN SCHUELE
PROFESSOR	37.5	0.0			$203,027	$0	$33,690		Yes (X)
ALBERT NAGY
PROFESSOR	37.5	0.0			$199,217	$0	$30,045		Yes (X)
GERALD WEINSTEIN
PROFESSOR	37.5	0.0			$172,617	$0	$23,101		Yes (X)
ROBERT BLOOM
PROFESSOR	37.5	0.0			$173,164	$0	$16,577		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,726,013	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$436,727	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	68	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ARAMARK
1101 MARKET STREET	PHILADELPHIA	PA	19107	FOOD SERVICE	$5,097,288
WFF FACILITY SERVICES
PO BOX 958204	ST LOUIS	MO	631958204	JANITORIAL SERVICES	$1,287,090
JESUIT COMMUNITY AT JOHN CARROLL
2520 MIRAMAR	UNIVERSITY HEIGHTS	OH	44118	EDUCATIONAL SERVICES	$617,240
DOBIL LABORATORIES INC
1661 EAST SUTTER ROAD	GLENSHAW	PA	15116	EQUIPMENT	$615,591
SOUTHWEST CONTRACT
2405 INDUSTRIAL BLVD	TEMPLE	TX	76504	FURNITURE	$564,976

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	48	CntrctRcvdGreaterThan100KCnt
Fundraising	$120,322	FundraisingAmt
Government Grants	$3,659,300	GovernmentGrantsAmt
All Other Contributions	$10,287,555	AllOtherContributionsAmt
Noncash Contributions	$2,579,418	NoncashContributionsAmt
Total Contributions	$14,067,177	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION & FEES	611600	$118,412,621	$118,412,621
RESIDENCE AND DINING FEES	611710	$18,618,733	$18,618,733
OTHER	611710	$2,196,727	$2,196,727
MISCELLANEOUS RECEIPTS	611710	$796,745	$796,745

Field	Value	IRS element (for citing)
Total Program Service Revenue	$140,024,826	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,064,088	TotalRevenueColumnAmt
Exclusion	$3,064,088	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$129,557	TotalRevenueColumnAmt
Exclusion	$129,557	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$3,731,108	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$3,548,693	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$182,415	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$182,415	TotalRevenueColumnAmt
Unrelated Business Revenue	$44,942	UnrelatedBusinessRevenueAmt
Exclusion	$137,473	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$29,110,342	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$26,288,516	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,821,826	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,821,826	TotalRevenueColumnAmt
Exclusion	$2,821,826	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$41,871	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$120,322	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$224,090	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$182,219	TotalRevenueColumnAmt
Exclusion	-$182,219	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
SPINNAKER GLOBAL EMERGING	236000	$6,356	$6,356
RIVERSIDE CAPITAL APPRECIATION	236000	-$286	-$286
HEARTLAND MANATEE RIVERFRONT	236000	$574	$574

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$268	TotalRevenueColumnAmt
Unrelated Business Revenue	-$268	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$6,376	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$160,114,046	TotalRevenueColumnAmt
Related Or Exempt Func Income	$140,024,826	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$51,318	UnrelatedBusinessRevenueAmt
Exclusion	$5,970,725	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$75,328	TotalAmt
Program Services	$75,328	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$70,309,324	TotalAmt
Program Services	$70,309,324	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,032,116	TotalAmt
Program Services	$1,272,668	ProgramServicesAmt
Management And General	$479,059	ManagementAndGeneralAmt
Fundraising	$280,389	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$44,098,624	TotalAmt
Program Services	$40,340,363	ProgramServicesAmt
Management And General	$2,140,627	ManagementAndGeneralAmt
Fundraising	$1,617,634	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,364,388	TotalAmt
Program Services	$2,132,837	ProgramServicesAmt
Management And General	$134,270	ManagementAndGeneralAmt
Fundraising	$97,281	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$9,494,813	TotalAmt
Program Services	$7,769,347	ProgramServicesAmt
Management And General	$1,014,086	ManagementAndGeneralAmt
Fundraising	$711,380	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,394,890	TotalAmt
Program Services	$3,062,419	ProgramServicesAmt
Management And General	$192,790	ManagementAndGeneralAmt
Fundraising	$139,681	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$378,140	TotalAmt
Program Services	$310,616	ProgramServicesAmt
Management And General	$30,526	ManagementAndGeneralAmt
Fundraising	$36,998	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$50,819	TotalAmt
Program Services	$5,244	ProgramServicesAmt
Management And General	$45,575	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$95,162	TotalAmt
Program Services	$7,162	ProgramServicesAmt
Management And General	$88,000	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$109,016	TotalAmt
Program Services	$109,016	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$200,000	TotalAmt
Management And General	$200,000	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,634,863	TotalAmt
Program Services	$1,252,223	ProgramServicesAmt
Management And General	$249,386	ManagementAndGeneralAmt
Fundraising	$133,254	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$226,321	TotalAmt
Program Services	$202,295	ProgramServicesAmt
Management And General	$4,236	ManagementAndGeneralAmt
Fundraising	$19,790	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,939,363	TotalAmt
Program Services	$2,736,931	ProgramServicesAmt
Management And General	-$66,853	ManagementAndGeneralAmt
Fundraising	$269,285	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,437,683	TotalAmt
Program Services	$1,403,845	ProgramServicesAmt
Management And General	$19,738	ManagementAndGeneralAmt
Fundraising	$14,100	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$6,067,635	TotalAmt
Program Services	$6,042,957	ProgramServicesAmt
Management And General	$14,078	ManagementAndGeneralAmt
Fundraising	$10,600	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,633,410	TotalAmt
Program Services	$1,481,401	ProgramServicesAmt
Management And General	$80,405	ManagementAndGeneralAmt
Fundraising	$71,604	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,813,495	TotalAmt
Program Services	$1,539,082	ProgramServicesAmt
Management And General	$96,362	ManagementAndGeneralAmt
Fundraising	$178,051	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,267,335	TotalAmt
Program Services	$2,267,335	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$8,000,665	TotalAmt
Program Services	$8,000,665	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$735,649	TotalAmt
Program Services	$728,562	ProgramServicesAmt
Management And General	$7,051	ManagementAndGeneralAmt
Fundraising	$36	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
NON-PROF CONTRACT SVCS	$6,678,804	$6,557,597	$110,764	$10,443
DUES & SUBSCRIPTIONS	$742,974	$627,804	$49,004	$66,166
OTHER	$584,488	$584,488

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$167,365,305	TotalAmt
Program Services	$158,819,509	ProgramServicesAmt
Management And General	$4,889,104	ManagementAndGeneralAmt
Fundraising	$3,656,692	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$69,859	BOYAmt
EOY	$21,182	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$19,675,062	BOYAmt
EOY	$25,098,146	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,814,176	BOYAmt
EOY	$1,967,752	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$887,106	BOYAmt
EOY	$750,471	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$13,401,122	BOYAmt
EOY	$13,062,743	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,719,042	BOYAmt
EOY	$1,944,201	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$316,042,678	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$145,801,705	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$172,202,974	BOYAmt
EOY	$170,240,973	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$110,801,529	BOYAmt
EOY	$117,171,764	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$90,413,448	BOYAmt
EOY	$99,936,477	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,687,555	BOYAmt
EOY	$3,917,206	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$416,671,873	BOYAmt
EOY	$434,110,915	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$12,920,741	BOYAmt
EOY	$16,943,806	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$84,183	BOYAmt
EOY	$47,729	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$3,497,026	BOYAmt
EOY	$3,464,472	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$45,536,937	BOYAmt
EOY	$43,053,651	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$28,891,508	BOYAmt
EOY	$27,981,798	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$4,967,366	BOYAmt
EOY	$4,999,528	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$95,897,761	BOYAmt
EOY	$96,490,984	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$184,919,915	BOYAmt
EOY	$185,135,795	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$36,744,857	BOYAmt
EOY	$50,071,392	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$99,109,340	BOYAmt
EOY	$102,412,744	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$320,774,112	BOYAmt
EOY	$337,619,931	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$416,671,873	BOYAmt
EOY	$434,110,915	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$7,251,259	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$22,865,023	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1,232,055	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$109,016	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	false	OtherActivitiesInd
Total Lobbying Expenditures	$109,016	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1	FormAndLineReferenceDesc
Explanation	THE UNIVERSITY CONTRACTS WITH REGISTERED LOBBYISTS. THE LOBBYING ACTIVITIES OF THOSE CONTRACTORS INVOLVED CONTACT WITH LEGISLATORS AND STAFF AT THE STATE AND FEDERAL LEVELS OF GOVERNMENT THROUGH OFFICE VISITS, PHONE AND EMAIL CONVERSATIONS, AND GATHERINGS. THESE CONTACTS WERE FOR THE PURPOSE OF ADVOCATING ON ISSUES RELATED TO STUDENT FINANCIAL AID AND OTHER ISSUES AS THEY ARISE THAT WOULD DIRECTLY IMPACT THE UNIVERSITY OR ITS STUDENTS. THE FIRMS ALSO SERVE AS LIAISONS TO GOVERNMENT AGENCIES BY MONITORING AND REPORTING ON GOVERNMENT PROGRAMS AND LEGISLATIONS AND REGULATIONS RELEVANT TO THE UNIVERSITY.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$187,663,022	BeginningYearBalanceAmt
Contributions	$4,157,750	ContributionsAmt
Investment Earnings Or Losses	$28,592,352	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,055,615	GrantsOrScholarshipsAmt
Other Expenditures	$2,960,792	OtherExpendituresAmt
Administrative Expenses	$2,123,298	AdministrativeExpensesAmt
End Year Balance	$209,273,419	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$205,196,988	BeginningYearBalanceAmt
Contributions	$4,802,867	ContributionsAmt
Investment Earnings Or Losses	-$11,552,129	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,627,255	GrantsOrScholarshipsAmt
Other Expenditures	$2,574,575	OtherExpendituresAmt
Administrative Expenses	$2,582,874	AdministrativeExpensesAmt
End Year Balance	$187,663,022	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$198,276,778	BeginningYearBalanceAmt
Contributions	$4,173,245	ContributionsAmt
Investment Earnings Or Losses	$13,062,121	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,216,128	GrantsOrScholarshipsAmt
Other Expenditures	$3,227,605	OtherExpendituresAmt
Administrative Expenses	$871,423	AdministrativeExpensesAmt
End Year Balance	$205,196,988	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$181,003,656	BeginningYearBalanceAmt
Contributions	$3,149,741	ContributionsAmt
Investment Earnings Or Losses	$23,974,926	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,499,640	GrantsOrScholarshipsAmt
Other Expenditures	$2,604,828	OtherExpendituresAmt
Administrative Expenses	$747,077	AdministrativeExpensesAmt
End Year Balance	$198,276,778	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$159,891,892	BeginningYearBalanceAmt
Contributions	$4,389,972	ContributionsAmt
Investment Earnings Or Losses	$26,076,499	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,244,202	GrantsOrScholarshipsAmt
Other Expenditures	$2,309,482	OtherExpendituresAmt
Administrative Expenses	$801,023	AdministrativeExpensesAmt
End Year Balance	$181,003,656	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.36090	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.46250	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.17660	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$4,125,959	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$4,881,201	OtherCostOrOtherBasisAmt
Book Value	$9,007,160	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$21,276,212	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$205,338,706	OtherCostOrOtherBasisAmt
Depreciation	$88,542,536	DepreciationAmt
Book Value	$138,072,382	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$49,262,463	OtherCostOrOtherBasisAmt
Depreciation	$35,331,814	DepreciationAmt
Book Value	$13,930,649	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$36,327	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$31,121,810	OtherCostOrOtherBasisAmt
Depreciation	$21,927,355	DepreciationAmt
Book Value	$9,230,782	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$170,240,973	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
MULTI-STRATEGY FUNDS	$49,346,752	F
HEDGED EQUITY FUNDS	$30,757,783	F
PRIVATE EQUITY FUNDS	$5,765,907	F
INVESTMENT IN MURPHY HALL	$14,066,035	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$99,936,477	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
ASSET RETIREMENT OBLIGATIONS	$3,282,838
REFUNDABLE FEDERAL STUDENT LOA	$1,716,690

Field	Value	IRS element (for citing)
Total Liability	$4,999,528	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$116,654,336	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$22,865,023	NetUnrealizedGainsInvstAmt
Other Revenue	$3,984,591	OtherRevenueAmt
Revenue Not Reported	$26,849,614	RevenueNotReportedAmt
Revenue Subtotal	$89,804,722	RevenueSubtotalAmt
Other Revenues Not Included	$70,309,324	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$70,309,324	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$160,114,046	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$100,559,389	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$3,503,408	OtherExpensesIncludedAmt
Expenses Not Reported	$3,503,408	ExpensesNotReportedAmt
Expenses Subtotal	$97,055,981	ExpensesSubtotalAmt
Other Expenses Not Included	$70,309,324	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$70,309,324	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$167,365,305	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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, 2017 AND 2016, AND THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN MADE.
SCHEDULE D, PART XI, LINE 2D	CHANGE IN FV OF INTEREST RATE SWAP AGREEMENTS $ 989,735 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $ 242,320 RENTAL EXPENSE RECLASS $ 3,548,693 MISC RECEIPTS NETTED AGAINST EXPENSES ON F/S $ 796,476 MURPHY HALL ENTITY INTEREST INCOME $ 319 TOTAL $ 3,984,591 SCHEDULE D, PART XI, LINE 4B STUDENT FINANCIAL AID & SCHOLASHIPS $70,309,324 SCHEDULE D, PART XII LINE 2D RENTAL EXPENSE RECLASS $ 3,548,693 MISC RECEIPTS NETTED AGAINST EXPENSES ON F/S $ (796,476) MURPHY HALL ACTIVITY NOT IN 990 $ 751,191 TOTAL $ 3,503,408 SCHEDULE D, PART XII LINE 4B STUDENT FINANCIAL AID & SCHOLASHIPS $70,309,324

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (true)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (true)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

THE UNIVERSITY IS IN COMPLIANCE WITH REV. PROC. 75-50

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.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	false	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND AND GREENLAND)	PROGRAM SERVICES	STUDY ABROAD	$1,020,299
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	STUDY ABROAD	$12,477
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	STUDY ABROAD	$73,991
NORTH AMERICA	PROGRAM SERVICES	STUDY ABROAD	$15,115
SOUTH ASIA	PROGRAM SERVICES	STUDY ABROAD	$3,744
SUB-SAHARAN AFRICA	PROGRAM SERVICES	STUDY ABROAD	$2,072
SOUTH AMERICA	PASSIVE INVESTMENTS		$4,073,705
EUROPE (INCLUDING ICELAND AND GREENLAND)	PASSIVE INVESTMENTS		$37,574,087
MIDDLE EAST AND NORTH AFRICA	PASSIVE INVESTMENTS		$1,892,568
EAST ASIA AND THE PACIFIC	PASSIVE INVESTMENTS		$23,668,966

Field	Value	IRS element (for citing)
Subtotal Spent	$68,337,024	SubtotalSpentAmt
Total Spent	$68,337,024	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part V - Additional Information	FormAndLineReferenceDesc
Explanation	THE UNIVERSITY PROVIDES A NUMBER OF STUDY ABROAD OPPORTUNITIES FOR ITS STUDENTS. VARIOUS STUDY ABROAD PROGRAMS ARE AVAILABLE EACH YEAR, BUT NOT ALL PROGRAMS LISTED BELOW ARE OFFERED EVERY ACADEMIC YEAR. THE UNIVERSITY ENJOYS LONG-STANDING STUDENT EXCHANGE AGREEMENTS WITH SOPHIA UNIVERSITY IN TOKYO, NANZAN UNIVERSITY IN NAGOYA, AND KANSAI GAIDAI UNIVERSITY IN KYOTO, JAPAN. IN ADDITION, THE UNIVERSITY IS A MEMBER OF THE INTERNATIONAL STUDENT EXCHANGE PROGRAM (ISEP), WHICH OFFERS STUDY ABROAD OPPORTUNITIES WORLDWIDE. IN RECENT YEARS THE UNIVERSITY HAS ALSO ADDED EXCHANGE PROGRAMS WITH THE UNIVERSITY OF HULL, ENGLAND; THE UNIVERSITY OF DORTMUND, GERMANY; RHODES UNIVERSITY, SOUTH AFRICA; RAI INSTITUTE, INDIA; AND FATIH UNIVERSITY, TURKEY. THE UNIVERSITY IS A MEMBER OF THE CONSORTIUM OF AMERICAN JESUIT COLLEGES AND UNIVERSITIES (AJCU) THAT SUPPORTS THE BEIJING PROGRAM FOR UNDERGRADUATE STUDY IN CHINA AS WELL AS THE CASA DE LA SOLIDARIDAD IN EL SALVADOR. STUDENTS CAN CHOOSE FROM SEVERAL PROGRAM OFFERINGS IN EUROPE FOR ONE SEMESTER OR TWO, DEPENDING ON THE PROGRAM. IN ENGLAND, BUSINESS STUDENTS CAN ENROLL IN THE UNIVERSITY'S BOLER BUSINESS SEMESTER IN LONDON; NON-BUSINESS STUDENTS CAN ENROLL IN THE LONDON LIBERAL ARTS SEMESTER, BOTH IN COOPERATION WITH REGENT'S COLLEGE. IN ITALY, STUDENTS CAN PARTICIPATE IN THE UNIVERSITY'S OWN VATICAN PROGRAM IN COOPERATION WITH THE PONTIFICA UNIVERSITA URBANIANA; LOYOLA UNIVERSITY OF CHICAGO'S ROME CENTER; OR JOHN CABOT UNIVERSITY IN ROME. THE UNIVERSITY HAS ALSO ESTABLISHED STUDY ABROAD PROGRAMS IN IRELAND (MAYNOOTH), SPAIN (MADRID), AND COSTA RICA. IN ADDITION, COOPERATIVE AGREEMENTS EXIST WITH PROGRAMS IN AUSTRALIA (AUSTRALEARN) AND DENMARK (DIS), AND THE UNIVERSITY OFFERS SHORT TERM FACULTY LED PROGRAMS IN NUMEROUS COUNTRIES ALL OVER THE WORLD.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	130TH CELEBRATI	Event1Nm
Gross Receipts Event1	$126,120	GrossReceiptsEvent1Amt
Charitable Contri Event1	$101,860	CharitableContriEvent1Amt
Gross Revenue Event1	$24,260	GrossRevenueEvent1Amt
Food And Beverage Event1	$62,909	FoodAndBeverageEvent1Amt
Entertainment Event1	$99,843	EntertainmentEvent1Amt
Other Direct Expenses Event1	$42,138	OtherDirectExpensesEvent1Amt
Event2	ALUMNI GOLF OUT	Event2Nm
Gross Receipts Event2	$36,073	GrossReceiptsEvent2Amt
Charitable Contri Event2	$18,462	CharitableContriEvent2Amt
Gross Revenue Event2	$17,611	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$13,441	RentFacilityCostsEvent2Amt
Other Direct Expenses Event2	$5,759	OtherDirectExpensesEvent2Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$162,193	GrossReceiptsTotalAmt
Charitable Contributions Tot	$120,322	CharitableContributionsTotAmt
Gross Revenue Total Events	$41,871	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$13,441	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$62,909	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$99,843	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$47,897	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$224,090	DirectExpenseSummaryEventsAmt
Net Income Summary	-$182,219	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
CATHOLIC COMMUNITY CONNECTION
2351 E 22ND STREET	CLEVELAND	OH	44115	161635599	501c3	$32,300	ANNUAL SUPPORT
OHIO FOUNDATION OF INDEPENDENT
250 EAST BROAD STREET	COLUMBUS	OH	43215	314441082	501c3	$43,028	ANNUAL SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS AND GRANTS	GrantTypeTxt
Recipient	3256	RecipientCnt
Cash Grant	$70,309,324	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 2	FormAndLineReferenceDesc
Explanation	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE UNIVERSITY AWARDS SCHOLARSHIPS AND GRANTS BASED ON SUPERIOR ACADEMIC ACHIEVEMENT AND DEMONSTRATED FINANCIAL NEED. INDIVIDUALS RECEIVING AWARDS FROM JOHN CARROLL UNIVERSITY ARE CHOSEN BASED UPON OBJECTIVE AND NON-DISCRIMINATORY CRITERIA WHICH ARE CONSISTENT WITH THE OVERALL TAX-EXEMPT PURPOSE OF THE UNIVERSITY.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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
JEANNE M COLLERAN PHD
ACADEMIC VP/PROVOST	$250,000	$0	$0	$0	$6,992	$0	$17,500	$0	$30,756	$0	$305,248	$0
RICHARD MAUSSER
VP OF ADMINISTRATION	$234,166	$0	$0	$0	$1,548	$0	$16,392	$0	$76,914	$0	$329,020	$0
DOREEN RILEY
VP ADVANCEMENT	$210,000	$0	$25,000	$0	$6,442	$0	$15,275	$0	$10,805	$0	$267,522	$0
BRIAN WILLIAMS-LEFT 217
VP FOR ENROLLMENT	$190,000	$0	$0	$0	$396	$0	$12,825	$0	$17,535	$0	$220,756	$0
MARK MCCARTHY
VP OF STUDENT AFFAIRS	$175,000	$0	$0	$0	$990	$0	$11,375	$0	$6,289	$0	$193,654	$0
EDWARD PECK
VP OF MISSION/IDENTITY	$125,000	$0	$0	$0	$552	$0	$8,750	$0	$17,417	$0	$151,719	$0
WILLIAM ELLIOTT
PROFESSOR	$216,513	$0	$0	$0	$1,072	$0	$14,073	$0	$12,885	$0	$244,543	$0
KAREN SCHUELE
PROFESSOR	$201,479	$0	$0	$0	$1,548	$0	$14,104	$0	$19,586	$0	$236,717	$0
ALBERT NAGY
PROFESSOR	$199,217	$0	$0	$0	$0	$0	$11,953	$0	$18,092	$0	$229,262	$0
GERALD WEINSTEIN
PROFESSOR	$172,617	$0	$0	$0	$0	$0	$10,357	$0	$12,744	$0	$195,718	$0
ROBERT BLOOM
PROFESSOR	$169,350	$0	$0	$0	$3,814	$0	$10,161	$0	$6,416	$0	$189,741	$0
ALAN MICIAK
DEAN	$251,458	$0	$0	$0	$8,091	$0	$16,345	$0	$10,959	$0	$286,853	$0
MARGARET FARRAR
DEAN	$161,458	$0	$0	$0	$4,337	$0	$10,495	$0	$17,138	$0	$193,428	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE J, PART I, LINE 1A

IN RECOGNITION OF THE UNIQUE ROLE OF THE PRESIDENT IN REPRESENTING THE UNIVERSITY, THE BOARD OF DIRECTORS OF JOHN CARROLL UNIVERSITY REQUIRES THE PRESIDENT, AS A CONDITION OF EMPLOYMENT, TO LIVE IN A RESIDENCE CONTIGUOUS TO THE UNIVERSITY AND SUITABLE FOR CARRYING OUT THEIR ROLE AND REQUIRED OFFICIAL DUTIES. AS PART OF THEIR OFFICIAL DUTIES, THE PRESIDENT IS RESPONSIBLE FOR EXTENDING OFFICIAL HOSPITALITY TO IMPORTANT VISITORS AND GUESTS IN CONJUNCTION WITH OFFICIAL FUNCTIONS (I.E., CAMPUS ACTIVITIES, ALUMNI AND ADVANCEMENT EVENTS, ETC.). MAID SERVICES ARE PROVIDED TO THE PRESIDENT FOR THE UNIVERSITY OWNED RESIDENCE IN WHICH THEY RESIDE. NO TAXABLE INCOME IS IMPUTED FOR THESE BENEFITS. THE UNIVERSITY'S TRAVEL EXPENSE POLICY PROHIBITS THE PURCHASE OF FIRST-CLASS AIR TRAVEL OR THE EQUIVALENT AT THE UNIVERSITY'S EXPENSE. HOWEVER, FIRST-CLASS TRAVEL OR THE EQUIVALENT IS PERMITTED IN CERTAIN LIMITED CIRCUMSTANCES IN ACCORDANCE WITH THE PRESIDENT'S EMPLOYMENT CONTRACT WHICH HAS BEEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE.

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 2017. ANY AND ALL CONTRIBUTIONS TO THE PLAN IN FISCAL YEAR 2017 WERE VOLUNTARY EMPLOYEE CONTRIBUTIONS. THE PRESIDENT OF THE UNIVERSITY, FR. ROBERT NIEHOFF, SJ, IS A JESUIT PRIEST AND MEMBER OF THE SOCIETY OF JESUS (SJ), A RELIGIOUS ORDER OF THE CATHOLIC CHURCH. IN KEEPING WITH HIS RELIGIOUS VOWS, THE PRESIDENT DOES NOT RECEIVE DIRECT COMPENSATION FROM THE UNIVERSITY. COMPENSATION AND BENEFITS FOR SERVICES PROVIDED BY MEMBERS OF THE SOCIETY OF JESUS ARE PAID DIRECTLY AND IN THE AGGREGATE TO JOHN CARROLL JESUIT COMMUNITY CORPORATION, RATHER THAN TO EACH MEMBER INDIVIDUALLY. 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; HUMAN RESOURCES; INVESTMENTS; PROPERTY, FACILITIES AND IT; STUDENT AFFAIRS; AND MISSION AND IDENTITY MEET AS NECESSARY BUT AT LEAST THREE TIMES ANNUALLY.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
OHIO HIGHER EDUCATION FACILITY COMMISSION
A	346849674	67756BRU6	2016-02-01	$22,320,000	REFUNDING OF THE 2006 BONDS	false	false	false
OHIO HIGHER EDUCATION FACILITY COMMISSION
B	346849674	67756DBZS	2014-06-20	$14,120,000	REFUNDING OF THE 2003 BONDS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$22,549,774	$0	$0	$0	$0	$0	$0	$0	$0	$0	Yes (true)	Yes (true)	Yes (true)	Yes (true)
B	$4,000,000	$0	$14,385,880	$0	$0	$305,952	$0	$0	$0	$0	$0	$0	Yes (true)	Yes (true)	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	false	false	false	0	false	false	false	Yes (true)
B	false	false	false	false	false	0	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)
0
B	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule K - Purpose of Issue Description	FormAndLineReferenceDesc
Explanation	DATE ISSUED: 02/01/2016 - REFUND OF THE 2006 BONDS ISSUED ON 03/16/2006. DATE ISSUED: 06/20/2014 - REFUND OF THE 2003 BONDS ISSUED ON 08/26/2003. Schedule K - Date Rebate Computation Performed OH HIGHER EDUC FACILITY COMMISSION 03/15/2011. OH HIGHER EDUC FACILITY COMMISSION 06/26/2014.	ExplanationTxt

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Cash Grant	$15,000	CashGrantAmt
Type Of Assistance	TUITION	TypeOfAssistanceTxt
Assistance Purpose	EMPLY BENEFIT	AssistancePurposeTxt

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	37	ContributionCnt
Noncash Contributions Rpt F990	$2,556,565	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	GIFT CERTIFICATES	42	$10,819	MARKET VALUE
Yes (X)	HOST ALUMNI EVENTS	2	$12,034	MARKET VALUE

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PART I, LINE 32B	FormAndLineReferenceDesc
Explanation	THE UNIVERSITY USES A THIRD PARTY TO SELL SECURITIES THAT ARE RECEIVED AS DONATIONS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 4	ONE OF THE BOARD MEMBERS IS CONSIDERED NONINDEPENDENT DUE TO A TRANSACTION ON SCHEDULE L. FORM 990, PART I, LINE 6A 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, 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 AND HUMAN RESOURCES COMMITTEES ARE RESPONSIBLE FOR ESTABLISHING, REVIEWING AND APPROVING COMPENSATION LEVELS FOR THE UNIVERSITY'S PRESIDENT. THE COMMITTEES REVIEW COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IN ESTABLISHING COMPENSATION LEVELS. THE COMMITTEES REVIEW 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. ALSO SEE SCHEDULE J, PART III.
FORM 990, PART VI, SECTION B, LINE 15B	THE UNIVERSITY'S EXECUTIVE AND HUMAN RESOURCES COMMITTEES ARE RESPONSIBLE FOR ESTABLISHING, REVIEWING AND APPROVING COMPENSATION LEVELS FOR THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES. THE COMMITTEES REVIEW COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IN ESTABLISHING COMPENSATION LEVELS. THE COMMITTEES REVIEW 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 FAIR VALUE OF DERIVATIVE CONTRACTS $ 242,320 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $ 989,735 TOTAL $ 1,232,055

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
THE 1886 COMPANY LTD LLC
1 JOHN CARROLL BLVD	UNIVERSITY HEIGHTS	OH	44118	340714681	LESSOR	OH	$1,444,950	$11,269,052	Y
CURA PERSONALIS LLC
1 JOHN CARROLL BLVD	UNIVERSITY HEIGHTS	OH	44118	340714681	LESSOR	OH	$688,405	$3,522,183	Y
IGNATIUS LLC
1 JOHN CARROLL BLVD	UNIVERSITY HEIGHTS	OH	44118	340714681	LESSOR	OH	$482,819	$2,006,233	Y
INIGO LLC
1 JOHN CARROLL BLVD	UNIVERSITY HEIGHTS	OH	44118	340714681	LESSOR	OH	$270,325	$1,041,058	Y
LOYOLA LLC
1 JOHN CARROLL BLVD	UNIVERSITY HEIGHTS	OH	44118	340714681	LESSOR	OH	$640,390	$2,449,762	Y
MANRESA LLC
1 JOHN CARROLL BLVD	UNIVERSITY HEIGHTS	OH	44118	340714681	LESSOR	OH	$204,215	$1,009,661	Y

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
MH MANAGER LLC
1 JOHN CARROLL BLVD	UNIVERSITY HEIGHTS	OH	44118	472542966	HOLDINGS	OH	MHH INC	299,174	$295,584	$17,970,296	false	$0	Yes (true)	0.98800
MH LLC
1 JOHN CARROLL BLVD	UNIVERSITY HEIGHTS	OH	44118	471049178	RENTAL	OH	MH MANAGER LLC	6489	$5,840	$28,497,608	false		false	0.90000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	MURPHY HALL HOLDINGS INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 JOHN CARROLL BLVD	AddressLine1Txt
City	UNIVERSITY HEIGHTS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44118	ZIPCd

Field	Value	IRS element (for citing)
EIN	611738640	EIN
Primary Activities	LESSOR	PrimaryActivitiesTxt
Legal Domicile State	OH	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	JCU	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	C CORP	EntityTypeTxt
Share Of Total Income	$380,704	ShareOfTotalIncomeAmt
Share Of EOY Assets	$27,958,213	ShareOfEOYAssetsAmt
Ownership	1.00000	OwnershipPct
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
MURPHY HALL HOLDINGS INC
D	$329,559	LOAN AGREEMENT
MURPHY HALL HOLDINGS INC
Q	$198,640	ACTUAL COSTS