2018-03-01T14:18:04-06:00 2017-05-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2016-06-01 340714681 JOHN CARROLL UNIVERSITY % DENNIS HAREZA JOHN 2163971886 1 JOHN CARROLL BOULEVARD UNIVERSITY HEIGHTS OH 44118 DENNIS HAREZA VP OF FINANCE 2163974273 2018-04-16 true Joyce A Dulworth P00151125 2604604000 167.68.126.162 35027420180605000006 2018-03-01 P 34D21B9E2600067E2DE94413EFEE0AFAF4BAB308 FD17B16453602DE2B5C268902672A980DDBA3821 2016 2021-01-29 14:40:06Z JEANNE M COLLERAN PHD 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 190175345 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. 48 47 2320 957 51318 15668857 14067177 136377282 140024826 3171702 5885914 597019 136129 155814860 160114046 67629187 70384652 0 0 56567546 61384831 0 0 3656692 34392910 35595822 158589643 167365305 -2774783 -7251259 416671873 434110915 95897761 96490984 320774112 337619931 X FOR 130 YEARS, JOHN CARROLL HAS FOCUSED ON GRADUATING STUDENTS WITH INTELLECT AND CHARACTER IN THE JESUIT TRADITION OF EDUCATIONAL EXCELLENCE. false false 158819509 70384652 140024826 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. 158819509 true true false true false false false true false true true true false false true true false true true true true false false false true false false true true true true false false false false false false true false false false true false false false true true true true false false true 4368 0 true 2320 true true true false false false false true true false false false false X 48 47 false false false false true true true true true false false false true true true true true true true true true X DENNIS HAREZA 2163971886 1 JOHN CARROLL BOULEVARD UNIVERSITY HEIGHTS OH 44118 REV ROBERT L NIEHOFF SJ PRESIDENT 50.0 0.0 X X 0 0 0 MICHAEL J MERRIMAN CHAIR OF THE BOARD 10.0 0.0 X 0 0 0 DR MICHAEL R ANDERSON DIRECTOR 2.0 0.0 X 0 0 0 ARA A BAGDASARIAN DIRECTOR 2.0 0.0 X 0 0 0 NANCY CUNNINGHAM BENACCI DIRECTOR 2.0 0.0 X 0 0 0 BARBARA BROWN DIRECTOR 2.0 0.0 X 0 0 0 JAMES E BUCKLEY DIRECTOR 2.0 0.0 X 0 0 0 THE MOST REV NEAL J BUCKON DIRECTOR 2.0 0.0 X 0 0 0 GERALD F CAVANAGH SJ DIRECTOR 2.0 0.0 X 0 0 0 JAMES A COYNE DIRECTOR 2.0 0.0 X 0 0 0 JOAN M CROCKETT DIRECTOR 2.0 0.0 X 0 0 0 REV THOMAS B CURRAN SJ DIRECTOR 2.0 0.0 X 0 0 0 WILLIAM P DONNELLY DIRECTOR 2.0 0.0 X 0 0 0 REV KEVIN J EMBACH SJ MD DIRECTOR 2.0 0.0 X 0 0 0 TERRENCE P FERGUS DIRECTOR 2.0 0.0 X 0 0 0 DANIEL J FRATE DIRECTOR 2.0 0.0 X 0 0 0 DR EVELYN JENKINS GUNN DIRECTOR 2.0 0.0 X 0 0 0 ANNETTE L HAILE DIRECTOR 2.0 0.0 X 0 0 0 CARTER F HAM DIRECTOR 2.0 0.0 X 0 0 0 MICHAEL L HARDY DIRECTOR 2.0 0.0 X 0 0 0 HAROLD HAL F HAWK JR DIRECTOR 2.0 0.0 X 0 0 0 ROBERT E HELTZEL JR DIRECTOR 2.0 0.0 X 0 0 0 REV MARK G HENNINGER SJ DIRECTOR 2.0 0.0 X 0 0 0 MARY JO HOGAN DIRECTOR 2.0 0.0 X 0 0 0 ROBERT W HOSTOFFER DO DIRECTOR 2.0 0.0 X 0 0 0 WILLIAM E KAHL DIRECTOR 2.0 0.0 X 0 0 0 RICHARD J KRAMER DIRECTOR 2.0 0.0 X 0 0 0 JANE E LAMBESIS DIRECTOR 2.0 0.0 X 0 0 0 TERESA K LEWANDOWSKI DIRECTOR 2.0 0.0 X 0 0 0 THOMAS B LEWIS PHD DIRECTOR 2.0 0.0 X 0 0 0 L THOMAS MARCHLEN DIRECTOR 2.0 0.0 X 0 0 0 RICHARD E MAROUN DIRECTOR 2.0 0.0 X 0 0 0 JAMES M MYERS DIRECTOR 2.0 0.0 X 0 0 0 DAVID M O'BRIEN DIRECTOR 2.0 0.0 X 0 0 0 WILLIAM J O'ROURKE JR DIRECTOR 2.0 0.0 X 0 0 0 MICHAEL B PETRAS JR DIRECTOR 2.0 0.0 X 0 0 0 MOST REV PATRICK C PINDER DIRECTOR 2.0 0.0 X 0 0 0 REV JAMES S PREHN SJ DIRECTOR 2.0 0.0 X 0 0 0 WILLIAM A PRIEMER DIRECTOR 2.0 0.0 X 0 0 0 KYLE J REYNOLDS DIRECTOR 2.0 0.0 X 0 0 0 DANIEL F SANSONE DIRECTOR 2.0 0.0 X 0 0 0 GREGORY J SKODA DIRECTOR 2.0 0.0 X 0 0 0 REV MICHAEL JL SHEERAN SJ DIRECTOR 2.0 0.0 X 0 0 0 DAVID W SHORT DIRECTOR 2.0 0.0 X 0 0 0 RAYMOND E SMILEY DIRECTOR 2.0 0.0 X 0 0 0 TERENCE C SULLIVAN DIRECTOR 2.0 0.0 X 0 0 0 STEPHEN M TODD DIRECTOR 2.0 0.0 X 0 0 0 JAMES E WINCHESTER DIRECTOR 2.0 0.0 X 0 0 0 JEANNE M COLLERAN PHD ACADEMIC VP/PROVOST 50.0 0.0 X 256992 0 48256 RICHARD MAUSSER VP OF ADMINISTRATION 50.0 0.0 X 235714 0 93306 DOREEN RILEY VP ADVANCEMENT 50.0 0.0 X 241442 0 26080 BRIAN WILLIAMS-LEFT 217 VP FOR ENROLLMENT 50.0 0.0 X 190396 0 30360 MARK MCCARTHY VP OF STUDENT AFFAIRS 50.0 0.0 X 175990 0 17664 EDWARD PECK VP OF MISSION/IDENTITY 50.0 0.0 X 125552 0 26167 DENNIS HAREZA EXECUTIVE VP CFO 50.0 0.0 X 108973 0 9586 ALAN MICIAK DEAN 50.0 0.0 X 259549 0 27304 MARGARET FARRAR DEAN 50.0 0.0 X 165795 0 27633 WILLIAM ELLIOTT PROFESSOR 37.5 0.0 X 217585 0 26958 KAREN SCHUELE PROFESSOR 37.5 0.0 X 203027 0 33690 ALBERT NAGY PROFESSOR 37.5 0.0 X 199217 0 30045 GERALD WEINSTEIN PROFESSOR 37.5 0.0 X 172617 0 23101 ROBERT BLOOM PROFESSOR 37.5 0.0 X 173164 0 16577 2726013 0 436727 68 false true false ARAMARK 1101 MARKET STREET PHILADELPHIA PA 19107 FOOD SERVICE 5097288 WFF FACILITY SERVICES PO BOX 958204 ST LOUIS MO 631958204 JANITORIAL SERVICES 1287090 JESUIT COMMUNITY AT JOHN CARROLL 2520 MIRAMAR UNIVERSITY HEIGHTS OH 44118 EDUCATIONAL SERVICES 617240 DOBIL LABORATORIES INC 1661 EAST SUTTER ROAD GLENSHAW PA 15116 EQUIPMENT 615591 SOUTHWEST CONTRACT 2405 INDUSTRIAL BLVD TEMPLE TX 76504 FURNITURE 564976 48 120322 3659300 10287555 2579418 14067177 TUITION & FEES 611600 118412621 118412621 RESIDENCE AND DINING FEES 611710 18618733 18618733 OTHER 611710 2196727 2196727 MISCELLANEOUS RECEIPTS 611710 796745 796745 140024826 3064088 3064088 0 129557 129557 3731108 3548693 182415 0 182415 44942 137473 29110342 26288516 2821826 2821826 2821826 41871 120322 224090 -182219 -182219 0 0 0 0 0 0 SPINNAKER GLOBAL EMERGING 236000 6356 6356 RIVERSIDE CAPITAL APPRECIATION 236000 -286 -286 HEARTLAND MANATEE RIVERFRONT 236000 574 574 -268 -268 6376 160114046 140024826 51318 5970725 75328 75328 70309324 70309324 0 0 2032116 1272668 479059 280389 0 44098624 40340363 2140627 1617634 2364388 2132837 134270 97281 9494813 7769347 1014086 711380 3394890 3062419 192790 139681 378140 310616 30526 36998 50819 5244 45575 0 95162 7162 88000 109016 109016 0 200000 200000 1634863 1252223 249386 133254 226321 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false false false true 109016 false false 109016 false Schedule C, Part II-B, Line 1 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. X X X false 187663022 4157750 28592352 6055615 2960792 2123298 209273419 205196988 4802867 -11552129 5627255 2574575 2582874 187663022 198276778 4173245 13062121 6216128 3227605 871423 205196988 181003656 3149741 23974926 6499640 2604828 747077 198276778 159891892 4389972 26076499 6244202 2309482 801023 181003656 0.36090 0.46250 0.17660 true false 4125959 4881201 9007160 21276212 205338706 88542536 138072382 49262463 35331814 13930649 36327 31121810 21927355 9230782 170240973 MULTI-STRATEGY FUNDS 49346752 F HEDGED EQUITY FUNDS 30757783 F PRIVATE EQUITY FUNDS 5765907 F INVESTMENT IN MURPHY HALL 14066035 C 99936477 0 ASSET RETIREMENT OBLIGATIONS 3282838 REFUNDABLE FEDERAL STUDENT LOA 1716690 4999528 X 116654336 22865023 3984591 26849614 89804722 70309324 70309324 160114046 100559389 3503408 3503408 97055981 70309324 70309324 167365305 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 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 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 EUROPE (INCLUDING ICELAND AND GREENLAND) PROGRAM SERVICES STUDY ABROAD 1020299 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES STUDY ABROAD 12477 EAST ASIA AND THE PACIFIC PROGRAM SERVICES STUDY ABROAD 73991 NORTH AMERICA PROGRAM SERVICES STUDY ABROAD 15115 SOUTH ASIA PROGRAM SERVICES STUDY ABROAD 3744 SUB-SAHARAN AFRICA PROGRAM SERVICES STUDY ABROAD 2072 SOUTH AMERICA PASSIVE INVESTMENTS 4073705 EUROPE (INCLUDING ICELAND AND GREENLAND) PASSIVE INVESTMENTS 37574087 MIDDLE EAST AND NORTH AFRICA PASSIVE INVESTMENTS 1892568 EAST ASIA AND THE PACIFIC PASSIVE INVESTMENTS 23668966 68337024 68337024 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. 130TH CELEBRATI 126120 101860 24260 62909 99843 42138 ALUMNI GOLF OUT 36073 18462 17611 13441 5759 0 162193 120322 41871 13441 62909 99843 47897 224090 -182219 true CATHOLIC COMMUNITY CONNECTION 2351 E 22ND STREET CLEVELAND OH 44115 161635599 501c3 32300 ANNUAL SUPPORT OHIO FOUNDATION OF INDEPENDENT 250 EAST BROAD STREET COLUMBUS OH 43215 314441082 501c3 43028 ANNUAL SUPPORT 2 SCHOLARSHIPS AND GRANTS 3256 70309324 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 X true true X X X X X false false false false false false false false false JEANNE M COLLERAN PHD ACADEMIC VP/PROVOST 250000 0 0 0 6992 0 17500 0 30756 0 305248 0 RICHARD MAUSSER VP OF ADMINISTRATION 234166 0 0 0 1548 0 16392 0 76914 0 329020 0 DOREEN RILEY VP ADVANCEMENT 210000 0 25000 0 6442 0 15275 0 10805 0 267522 0 BRIAN WILLIAMS-LEFT 217 VP FOR ENROLLMENT 190000 0 0 0 396 0 12825 0 17535 0 220756 0 MARK MCCARTHY VP OF STUDENT AFFAIRS 175000 0 0 0 990 0 11375 0 6289 0 193654 0 EDWARD PECK VP OF MISSION/IDENTITY 125000 0 0 0 552 0 8750 0 17417 0 151719 0 WILLIAM ELLIOTT PROFESSOR 216513 0 0 0 1072 0 14073 0 12885 0 244543 0 KAREN SCHUELE PROFESSOR 201479 0 0 0 1548 0 14104 0 19586 0 236717 0 ALBERT NAGY PROFESSOR 199217 0 0 0 0 0 11953 0 18092 0 229262 0 GERALD WEINSTEIN PROFESSOR 172617 0 0 0 0 0 10357 0 12744 0 195718 0 ROBERT BLOOM PROFESSOR 169350 0 0 0 3814 0 10161 0 6416 0 189741 0 ALAN MICIAK DEAN 251458 0 0 0 8091 0 16345 0 10959 0 286853 0 MARGARET FARRAR DEAN 161458 0 0 0 4337 0 10495 0 17138 0 193428 0 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. 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 67756DBZS 2014-06-20 14120000 REFUNDING OF THE 2003 BONDS false false false A 0 0 22549774 0 0 0 0 0 0 0 0 0 true true true true B 4000000 0 14385880 0 0 305952 0 0 0 0 0 0 true true true true A false false false false false 0 false false false true B false 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: 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. 15000 TUITION EMPLY BENEFIT X 37 2556565 MARKET VALUE X GIFT CERTIFICATES 42 10819 MARKET VALUE X HOST ALUMNI EVENTS 2 12034 MARKET VALUE false true true SCHEDULE M, PART I, LINE 32B THE UNIVERSITY USES A THIRD PARTY TO SELL SECURITIES THAT ARE RECEIVED AS DONATIONS. 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 THE 1886 COMPANY LTD LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 1444950 11269052 Y CURA PERSONALIS LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 688405 3522183 Y IGNATIUS LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 482819 2006233 Y INIGO LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 270325 1041058 Y LOYOLA LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 640390 2449762 Y MANRESA LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 LESSOR OH 204215 1009661 Y MH MANAGER LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 472542966 HOLDINGS OH MHH INC 299,174 295584 17970296 false 0 true 0.98800 MH LLC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 471049178 RENTAL OH MH MANAGER LLC 6489 5840 28497608 false false 0.90000 MURPHY HALL HOLDINGS INC 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 611738640 LESSOR OH JCU C CORP 380704 27958213 1.00000 false false false false true false false false false false false false false false false false false true false false MURPHY HALL HOLDINGS INC D 329559 LOAN AGREEMENT MURPHY HALL HOLDINGS INC Q 198640 ACTUAL COSTS