CAPITAL UNIVERSITY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CAPITAL UNIVERSITY (EIN 31-4379435)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-03-27
- IRS object ID
- 201810869349300606
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-27T09:01:08-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340677006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maloney Novotny LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Superior Ave Suite 700 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441142540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 314379435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPITAL UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAPI | BusinessNameControlTxt |
| Phone | 6142366813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 COLLEGE AND MAIN | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM E MEA | PersonNm |
| Person Title | VP FOR BUSINESS AND FINANCE | PersonTitleTxt |
| Phone | 6142366813 | PhoneNum |
| Signature | 2018-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christopher B Anderson | PreparerPersonNm |
| PTIN | P00226559 | PTIN |
| Phone | 2163630100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.116.109.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-22 | IPDt |
| IP Tm | 09:08:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F0962BFF9ACD815FD594AA84AFE8725155222DCF | 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 | ELIZABETH PAUL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 COLLEGE AND MAIN | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $128,555,539 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CAPITAL.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1830 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TRANSFORMING LIVES THROUGH HIGHER EDUCATION AND PROVIDING PERSONAL GROWTH BY ENCOURAGING, ENABLING AND CELEBRATING LEARNING; PREPARE INDIVIDUALS TO BE CRITICAL THINKERS; INSPIRE INDIVIDUALS TO BE MORALLY REFLECTIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 1945 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $1,569 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,444,040 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,106,364 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $112,065,736 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $112,593,889 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,177,753 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,458,837 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$15,452 | PYOtherRevenueAmt |
| CY Other Revenue | -$78,007 | CYOtherRevenueAmt |
| PY Total Revenue | $125,672,077 | PYTotalRevenueAmt |
| CY Total Revenue | $122,081,083 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $50,609,579 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $51,824,041 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $44,057,919 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,802,202 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,881,340 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,710,665 | PYOtherExpensesAmt |
| CY Other Expenses | $28,609,873 | CYOtherExpensesAmt |
| PY Total Expenses | $122,378,163 | PYTotalExpensesAmt |
| CY Total Expenses | $124,236,116 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,293,914 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,155,033 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $220,012,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $229,265,535 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,116,168 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54,384,267 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $168,896,440 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $174,881,268 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TRANSFORMING LIVES THROUGH HIGHER EDUCATION AND PROVIDING PERSONAL GROWTH BY ENCOURAGING, ENABLING AND CELEBRATING LEARNING; PREPARE INDIVIDUALS TO BE KNOWLEDGEABLE, INDEPENDENT, CRITICAL THINKERS; INSPIRE INDIVIDUALS TO BE MORALLY REFLECTIVE, SPIRITUALLY ALIVE AND CIVICALLY ENGAGED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $80,306,425 | ExpenseAmt |
| Grant | $47,945,081 | GrantAmt |
| Revenue | $82,666,702 | RevenueAmt |
| Desc | CAPITAL UNIVERSITY PROVIDES ACADEMIC OPPORTUNITIES TO 2,718 STUDENTS IN ITS UNDERGRADUATE PROGRAMS. THE UNIVERSITY OFFERS FOUR UNDERGRADUATE DEGREES WITH MORE THAN 70 MAJORS, TAUGHT BY APPROXIMATELY 160 FULL-TIME GRADUATE AND UNDERGRADUATE FACULTY. MORE THAN 2,420 STUDENTS RECEIVE INSTITUTIONAL FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS AND GRANTS. SINCE CAPITAL IS IN A METROPOLITAN SETTING IN THE COLUMBUS SUBURB OF BEXLEY, STUDENTS ENJOY MANY ACADEMIC, CULTURAL, RECREATIONAL AND SOCIAL ACTIVITIES. THE ACADEMIC EXPERIENCE AT CAPITAL INCLUDES A RICH VARIETY OF INTERNSHIPS AND EDUCATIONAL OPPORTUNITIES FOR STUDENTS IN COOPERATION WITH NATIONAL CORPORATIONS, HEALTH AND NON-PROFIT AGENCIES AND GOVERNMENTAL OFFICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,574,355 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $15,014,435 | RevenueAmt |
| Desc | PUBLIC SERVICE AND INSTITUTIONAL SUPPORT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,083,228 | ExpenseAmt |
| Grant | $3,878,960 | GrantAmt |
| Revenue | $14,912,752 | RevenueAmt |
| Desc | CAPITAL UNIVERSITY PROVIDES ACADEMIC OPPORTUNITIES TO 649 STUDENTS IN ITS GRADUATE DEGREE PROGRAMS. THE UNIVERSITY OFFERS SEVEN GRADUATE DEGREES IN LAW, TAXATION, BUSINESS, NURSING, MUSIC AND EDUCATION. MORE THAN 382 GRADUATE STUDENTS RECEIVE INSTITUTIONAL FINANCIALASSISTANCE IN THE FORM OF SCHOLARSHIPS AND GRANTS. IN ADDITION TO THE GRADUATE PROGRAMS HOUSED ON THE MAIN CAMPUS IN THE SUBURB OF BEXLEY, THE CAPITAL UNIVERSITY LAW SCHOOL IS LOCATED IN DOWNTOWN COLUMBUS, PROVIDING STUDENTS THE PROSPECT OF ENHANCING THEIREDUCATION THROUGH INTERNSHIPS AND OTHER OPPORTUNITIES WITH FEDERAL, STATE AND COUNTY AGENCIES AND WITH LAW FIRMS IN OHIO'S CAPITAL CITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $114,964,008 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5009 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1945 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DERRICK ANTWI | PersonNm |
| Phone | 6142366292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 COLLEGE AND MAIN | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432092394 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Michelle Adams | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dan Creekmur | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Suzanne Dillahunt | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| June Fryman | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bonnie Gerber | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dick Hartmann | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bill Haueisen | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| James Havens | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Todd Henry | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Jablonski | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Belinda Molihan Jones | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jean Kohler | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Lancaster | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ann Leak | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Lombardi | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ted Long | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lee Anne Lowman | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Steve Lyons | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Carol McWilliams | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Neil Mortine | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bernie Ostrowski | |||||||||
| Chair | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| John Phillips | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Andre Porter | |||||||||
| Vice Chair | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Jacqueline Primeau | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gary Qualmann | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Harry Raduege | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ron St Pierre | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Curtis Stitt | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| EJ Thomas | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Steve Wachtman | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| John Walker | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| William Wiecher | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kathy Wolfgram | |||||||||
| Secretary | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Moritz Ziegler | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Elizabeth Paul | |||||||||
| President | 50.00 | Yes (X) | $183,004 | $0 | $41,840 | Yes (X) | |||
| Mike Horan | |||||||||
| VP Business and Finance, Treasurer | 50.00 | $198,682 | $0 | $36,986 | Yes (X) | ||||
| JP Spagnolo | |||||||||
| VP Strat.Enrollment(Nov-Dec,2016) | 50.00 | $26,208 | $0 | $6,098 | Yes (X) | ||||
| Amy Adams | |||||||||
| VP Strat.Enroll.(Thru Oct.,2016) | 50.00 | $165,361 | $0 | $35,494 | Yes (X) | ||||
| Terry Lahm | |||||||||
| Interim Provost&VP Acad.Aff.(Jul-Dec) | 50.00 | $140,421 | $0 | $25,215 | Yes (X) | ||||
| Tanya Poteet | |||||||||
| Univ. Counsel, Asst. Secretary | 50.00 | $197,486 | $0 | $18,344 | Yes (X) | ||||
| Jennifer Paterson | |||||||||
| VP Advancement | 50.00 | $195,670 | $0 | $36,596 | Yes (X) | ||||
| Mary Ellen Borchers | |||||||||
| Dir.Bus.Svcs.&Asst.Treasurer | 50.00 | $70,402 | $0 | $11,181 | Yes (X) | ||||
| Tina Guegold | |||||||||
| VP Int.Mktg.&Commun. | 50.00 | $0 | $0 | $0 | Yes (X) | ||||
| Rachel Janutis | |||||||||
| Dean of Law School | 50.00 | $186,604 | $0 | $32,811 | Yes (X) | ||||
| Jack Guttenberg | |||||||||
| Faculty | 50.00 | $193,956 | $0 | $41,851 | Yes (X) | ||||
| Dan Turack | |||||||||
| Faculty | 50.00 | $197,211 | $0 | $39,423 | Yes (X) | ||||
| Mark Brown | |||||||||
| Faculty | 50.00 | $197,087 | $0 | $30,060 | Yes (X) | ||||
| Mark Strasser | |||||||||
| Faculty | 50.00 | $178,016 | $0 | $43,399 | Yes (X) | ||||
| Jeffrey Ferriell | |||||||||
| Faculty | 50.00 | $192,373 | $0 | $27,365 | Yes (X) | ||||
| Denvy Bowman | |||||||||
| Former President | 50.00 | $323,376 | $0 | $34,830 | Yes (X) | ||||
| Richard Ashbrook | |||||||||
| Former Provost&VP Acad.Affairs | 50.00 | $236,976 | $0 | $45,009 | Yes (X) | ||||
| Kevin Sayers | |||||||||
| Former VP-Planning&Adv. | 50.00 | $135,253 | $0 | $40,782 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,018,086 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $547,284 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TURNER CONSTRUCTION | |||||
| 262 HANOVER STREET | COLUMBUS | OH | 43215 | CONSTRUCTION | $8,069,930 |
| ARAMARK SERVICES | |||||
| PO BOX 7548 | PHILADELPHIA | PA | 19101 | DINING SERVICES | $3,420,908 |
| AETNA BUILDING MAINTENANCE | |||||
| PO BOX 145200 | CINCINNATI | OH | 45250 | CLEANING SERVICES | $1,677,082 |
| LINCOLN CONSTRUCTION | |||||
| 4790 SHUSTER ROAD | COLUMBUS | OH | 43214 | CONSTRUCTION | $974,525 |
| THOMSON REUTERS | |||||
| PO BOX 6292 | CAROL STREAM | IL | 60197 | LIBRARY SERVICES | $421,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 39 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $14,395 | FundraisingAmt |
| Government Grants | $1,761,575 | GovernmentGrantsAmt |
| All Other Contributions | $4,330,394 | AllOtherContributionsAmt |
| Noncash Contributions | $204,396 | NoncashContributionsAmt |
| Total Contributions | $6,106,364 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATIONAL PROGRAMS-UNDERGRAD. | 611710 | $82,666,702 | $82,666,702 |
| EDUCATIONAL PROGRAMS-GRADUATE | 611710 | $14,912,752 | $14,912,752 |
| AUXILIARIES | 611710 | $14,145,911 | $14,145,911 |
| GENERAL EDUCATIONAL PROGRAMS | 611710 | $629,483 | $629,483 |
| BOOKSTORE REVENUE | 451211 | $147,084 | $147,084 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,957 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $91,957 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $112,593,889 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,474,930 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,569 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,473,361 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $198,195 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $275,965 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$77,770 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$77,770 | TotalRevenueColumnAmt |
| Exclusion | -$77,770 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,006,274 | SecuritiesAmt |
| Other | $175,147 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,077,926 | SecuritiesAmt |
| Other | $119,588 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $928,348 | SecuritiesAmt |
| Other | $55,559 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $983,907 | TotalRevenueColumnAmt |
| Exclusion | $983,907 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $740 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $14,395 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $977 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$237 | TotalRevenueColumnAmt |
| Exclusion | -$237 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,081,083 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $112,593,889 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,569 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,379,261 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,699,441 | TotalAmt |
| Program Services | $51,699,441 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,600 | TotalAmt |
| Program Services | $124,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,177,233 | TotalAmt |
| Program Services | $1,018,945 | ProgramServicesAmt |
| Management And General | $113,216 | ManagementAndGeneralAmt |
| Fundraising | $45,072 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,645,093 | TotalAmt |
| Program Services | $27,575,854 | ProgramServicesAmt |
| Management And General | $3,063,984 | ManagementAndGeneralAmt |
| Fundraising | $1,005,255 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,383,220 | TotalAmt |
| Program Services | $2,064,443 | ProgramServicesAmt |
| Management And General | $229,384 | ManagementAndGeneralAmt |
| Fundraising | $89,393 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,230,991 | TotalAmt |
| Program Services | $5,365,863 | ProgramServicesAmt |
| Management And General | $596,207 | ManagementAndGeneralAmt |
| Fundraising | $268,921 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,365,665 | TotalAmt |
| Program Services | $2,064,100 | ProgramServicesAmt |
| Management And General | $229,344 | ManagementAndGeneralAmt |
| Fundraising | $72,221 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,993 | TotalAmt |
| Management And General | $21,993 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,903 | TotalAmt |
| Management And General | $60,903 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,850 | TotalAmt |
| Management And General | $343,850 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,938,123 | TotalAmt |
| Program Services | $7,050,396 | ProgramServicesAmt |
| Management And General | $783,378 | ManagementAndGeneralAmt |
| Fundraising | $104,349 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,184 | TotalAmt |
| Program Services | $334,066 | ProgramServicesAmt |
| Management And General | $37,118 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,828,724 | TotalAmt |
| Program Services | $2,438,495 | ProgramServicesAmt |
| Management And General | $270,944 | ManagementAndGeneralAmt |
| Fundraising | $119,285 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123,334 | TotalAmt |
| Program Services | $1,011,001 | ProgramServicesAmt |
| Management And General | $112,333 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,631,803 | TotalAmt |
| Program Services | $3,268,623 | ProgramServicesAmt |
| Management And General | $363,180 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,240,109 | TotalAmt |
| Program Services | $1,035,397 | ProgramServicesAmt |
| Management And General | $115,044 | ManagementAndGeneralAmt |
| Fundraising | $89,668 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,812,356 | TotalAmt |
| Program Services | $1,552,662 | ProgramServicesAmt |
| Management And General | $172,518 | ManagementAndGeneralAmt |
| Fundraising | $87,176 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,372 | TotalAmt |
| Program Services | $460,235 | ProgramServicesAmt |
| Management And General | $51,137 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,251,129 | TotalAmt |
| Program Services | $6,526,016 | ProgramServicesAmt |
| Management And General | $725,113 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,664 | TotalAmt |
| Program Services | $473,098 | ProgramServicesAmt |
| Management And General | $52,566 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER INDIRECT COSTS | $485,557 | $437,001 | $48,556 |
| ALLOW.-DOUBTFUL ACCTS. | $463,772 | $463,772 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,236,116 | TotalAmt |
| Program Services | $114,964,008 | ProgramServicesAmt |
| Management And General | $7,390,768 | ManagementAndGeneralAmt |
| Fundraising | $1,881,340 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,638,337 | BOYAmt |
| EOY | $10,744,271 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,190,404 | BOYAmt |
| EOY | $533,670 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,044,911 | BOYAmt |
| EOY | $6,748,124 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,209 | BOYAmt |
| EOY | $17,866 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,699 | BOYAmt |
| EOY | $957,031 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $215,178,113 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $104,336,736 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,377,068 | BOYAmt |
| EOY | $110,841,377 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,239,757 | BOYAmt |
| EOY | $81,167,292 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,720,830 | BOYAmt |
| EOY | $12,290,183 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,709,393 | BOYAmt |
| EOY | $5,965,721 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,012,608 | BOYAmt |
| EOY | $229,265,535 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,132,159 | BOYAmt |
| EOY | $10,321,270 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,234,096 | BOYAmt |
| EOY | $3,173,304 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,415,600 | BOYAmt |
| EOY | $32,290,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,009 | BOYAmt |
| EOY | $876,767 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,263,304 | BOYAmt |
| EOY | $7,722,926 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,116,168 | BOYAmt |
| EOY | $54,384,267 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,336,054 | BOYAmt |
| EOY | $102,729,552 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,641,061 | BOYAmt |
| EOY | $22,456,842 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,919,325 | BOYAmt |
| EOY | $49,694,874 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,896,440 | BOYAmt |
| EOY | $174,881,268 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,012,608 | BOYAmt |
| EOY | $229,265,535 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,155,033 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,372,132 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$232,271 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,725,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,276,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,475,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,444,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,106,364 | CurrentTaxYearAmt |
| Total | $31,028,229 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,725,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,276,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,475,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,444,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,106,364 | CurrentTaxYearAmt |
| Total | $31,028,229 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,375,623 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,652,606 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,370,275 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,630,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,530,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,258,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,671,556 | CurrentTaxYearAmt |
| Total | $12,460,463 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,053 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $915 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,569 | CurrentTaxYearAmt |
| Total | $7,650 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,020 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $740 | CurrentTaxYearAmt |
| Total | $13,030 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $43,509,372 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $557,630,710 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 10, Explanation of Other Income: | FUNDRAISING REVENUE - 2012 Amount: $ 5,020. 2013 Amount: $ 5,880. 2014 Amount: $ 680. 2015 Amount: $ 710. 2016 Amount: $ 740. |
| PUBLIC SUPPORT TEST - PART II: | THE UNIVERSITY HAS COMPLETED PART II TO DEMONSTRATE THAT IT PASSES THE SECTION 509(a)(1) PUBLIC SUPPORT TEST AND THEREFORE QUALIFIES TO USE THE SPECIAL RULE FOR REDUCED REPORTING OF DONOR INFORMATION ON SCHEDULE B. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,722,988 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,688,518 | BeginningYearBalanceAmt |
| Contributions | $2,192,013 | ContributionsAmt |
| Investment Earnings Or Losses | $8,160,784 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,271,618 | GrantsOrScholarshipsAmt |
| Other Expenditures | $867,068 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $77,902,629 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,699,084 | BeginningYearBalanceAmt |
| Contributions | $3,841,107 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,866,480 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,758,723 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,080,384 | OtherExpendituresAmt |
| Administrative Expenses | $146,086 | AdministrativeExpensesAmt |
| End Year Balance | $70,688,518 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,031,467 | BeginningYearBalanceAmt |
| Contributions | $1,351,184 | ContributionsAmt |
| Investment Earnings Or Losses | -$669,823 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,800,593 | GrantsOrScholarshipsAmt |
| Other Expenditures | $963,581 | OtherExpendituresAmt |
| Administrative Expenses | $249,570 | AdministrativeExpensesAmt |
| End Year Balance | $71,699,084 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,904,126 | BeginningYearBalanceAmt |
| Contributions | $1,189,464 | ContributionsAmt |
| Investment Earnings Or Losses | $9,786,431 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,691,304 | GrantsOrScholarshipsAmt |
| Other Expenditures | $916,898 | OtherExpendituresAmt |
| Administrative Expenses | $240,352 | AdministrativeExpensesAmt |
| End Year Balance | $74,031,467 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,643,137 | BeginningYearBalanceAmt |
| Contributions | $1,145,041 | ContributionsAmt |
| Investment Earnings Or Losses | $6,775,100 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,557,511 | GrantsOrScholarshipsAmt |
| Other Expenditures | $869,667 | OtherExpendituresAmt |
| Administrative Expenses | $231,974 | AdministrativeExpensesAmt |
| End Year Balance | $65,904,126 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16140 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,768,077 | OtherCostOrOtherBasisAmt |
| Book Value | $11,768,077 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $101,477,348 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,818,868 | DepreciationAmt |
| Book Value | $52,658,480 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,122,518 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,885,239 | DepreciationAmt |
| Book Value | $20,237,279 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,027,708 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,831,392 | DepreciationAmt |
| Book Value | $18,196,316 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,782,462 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,801,237 | DepreciationAmt |
| Book Value | $7,981,225 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $110,841,377 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE | $13,701 | C |
| HEDGE FUNDS | $7,628,854 | F |
| PRIVATE EQUITY FUNDS | $4,647,628 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,290,183 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUNDS HELD FOR OTHERS | $217,114 |
| ADVANCES FROM GOVT-STUDENT LOANS | $5,475,816 |
| ANNUITIES PAYABLE | $745,831 |
| POSTRETIREMENT BENEFIT OBLIGATIONS | $1,284,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,722,926 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $78,808,481 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,372,132 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $299,100 | OtherRevenueAmt |
| Revenue Not Reported | $8,671,232 | RevenueNotReportedAmt |
| Revenue Subtotal | $70,137,249 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $343,850 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $51,599,984 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $51,943,834 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $122,081,083 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $72,823,653 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $275,965 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $275,965 | ExpensesNotReportedAmt |
| Expenses Subtotal | $72,547,688 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $343,850 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $51,344,578 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $51,688,428 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $124,236,116 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | DESCRIPTION OF ART COLLECTIONS - THE COLLECTION CONSISTS OF A WIDE-RANGE OF ARTWORK COVERING MORE THAN 2,000 YEARS FROM MANY CULTURES AND MEDIUMS. THE MISSION OF THE GALLERY IS TO PROMOTE USE AS AN INTEGRAL PART OF THE TEACHING MISSION OF THE UNIVERSITY AND TO CONTRIBUTE TO INTELLECTUALLY STIMULATING, CREATIVE CULTURE ENVIRONMENT FOR THE UNIVERSITY AND THE COMMUNITY. |
| Part V, Line 4: | INTENDED USE OF ENDOWMENT FUNDS - ENDOWMENT FUNDS PROVIDE SUPPORT FOR STUDENT SCHOLARSHIPS, SUPPORT FOR GENERAL OPERATIONS, AND SUPPORT FOR SPECIFIC PROGRAMS IDENTIFIED BY DONORS. |
| Part X, Line 2: | FIN 48 (ASC 740) FOOTNOTE - THE INTERNAL REVENUE SERVICE HAS RULED THAT CAPITAL UNIVERSITY IS A TAX-EXEMPT EDUCATIONAL INSTITUTION UNDER SECTION 501(a) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(c)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PRESCRIBE RECOGNITION THRESHOLDS AND MEASUREMENT ATTRIBUTES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TAX BENEFITS WILL BE RECOGNIZED ONLY IF A TAX POSITION IS MORE-LIKELY-THAN-NOT SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. MANAGEMENT HAS CONCLUDED THAT THEY ARE UNAWARE OF ANY TAX BENEFITS OR LIABILITIES TO BE RECOGNIZED AT JUNE 30, 2017 OR 2016. THE UNIVERSITY WOULD RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. THE UNIVERSITY HAS NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES FOR THE YEAR ENDED JUNE 30, 2017 OR 2016. THE UNIVERSITY IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2014. THE UNIVERSITY DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. |
| Part XI, Line 2d - Other Adjustments: | RENTAL EXPENSES NETTED WITH REVENUE ON FORM 990, PART VIII, LINE 6 275,965. POSTRETIREMENT BENEFIT OBLIGATION RELATED CHANGES OTHER THAN PERIODIC COSTS 22,158. FUNDRAISING EVENTS EXPENSES NETTED WITH REVENUE ON FORM 990,PART VIII,LINE 8 977. |
| Part XI, Line 4b - Other Adjustments: | STUDENT FINANCIAL AID EXPENSE 51,344,578. ACTUARIAL CHANGE IN ANNUITY LIABILITY 245,404. NET LOSS ON UNCOLLECTIBLE PLEDGES 10,002. |
| Part XII, Line 2d - Other Adjustments: | RENTAL EXPENSES NETTED WITH REVENUE ON FORM 990, PART VIII, LINE 6 275,965. |
| Part XII, Line 4b - Other Adjustments: | STUDENT FINANCIAL AID EXPENSE 51,344,578. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | NON-DISCRIMINATORY LANGUAGE IS PUBLISHED IN THE ADMISSION VIEW BOOK, THE VARIOUS STUDENT BULLETINS, AND IN ALL MAJOR UNIVERSITY PUBLICATIONS AIMED TO THE STUDENT/PARENT AUDIENCE. |
| Schedule E, Part I, Line 6 | THE UNIVERSITY RECEIVES FINANCIAL ASSISTANCE FROM THE U.S. GOVERNMENT IN CONNECTION WITH PERKINS STUDENT LOANS, NURSING STUDENT LOANS, NURSING FACULTY LOAN PROGRAM, COLLEGE WORK-STUDY, PELL GRANTS AND SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAMS. CAPITAL UNIVERSITY ALSO RECEIVES SUPPORT FROM THE STATE OF OHIO FOR SIMILAR AID PROGRAMS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | INVESTMENTS | $12,276,482 | |
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 1 | PROGRAM SERVICES | $10,800 | STUDY ABROAD |
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 3 | PROGRAM SERVICES | $6,182 | TRAVEL AND RESEARCH |
| East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, | 0 | 7 | PROGRAM SERVICES | $16,635 | TRAVEL AND RESEARCH |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 7 | PROGRAM SERVICES | $101,850 | STUDY ABROAD |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 11 | PROGRAM SERVICES | $218,876 | TRAVEL AND RESEARCH |
| Middle East and North Africa | 0 | 2 | PROGRAM SERVICES | $3,374 | TRAVEL AND RESEARCH |
| North America | 0 | 8 | PROGRAM SERVICES | $9,974 | TRAVEL AND RESEARCH |
| Russia and Neighboring States | 0 | 5 | PROGRAM SERVICES | $8,796 | TRAVEL AND RESEARCH |
| South America | 0 | 1 | PROGRAM SERVICES | $86,754 | TRAVEL AND RESEARCH |
| South America | 0 | 1 | PROGRAM SERVICES | $11,950 | STUDY ABROAD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 39 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 7 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 46 | TotalEmployeeCnt |
| Subtotal Spent | $12,644,173 | SubtotalSpentAmt |
| Continuation Spent | $107,500 | ContinuationSpentAmt |
| Total Spent | $12,751,673 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| FINANCIAL AID FOR STUDY ABROAD PROGRAMS | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 1 | $10,800 | CHECK |
| FINANCIAL AID FOR STUDY ABROAD PROGRAMS | Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu | 7 | $101,850 | CHECK |
| FINANCIAL AID FOR STUDY ABROAD PROGRAMS | South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, | 1 | $11,950 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | MONITORING USE OF GRANT FUNDS - ALL STUDENTS ELECTING TO PARTICIPATE IN A STUDY ABROAD PROGRAM ARE AWARDED FINANCIAL AID GRANTS AND OTHER AID BASED ON THE COST OF ATTENDANCE AND FEDERAL NEED CALCULATIONS. ALL GRANTS FUNDS TO SUPPORT THESE STUDENTS ARE REMITTED DIRECTLY TO THE HOST INSTITUTION TO BE APPLIED TO THE STUDENTS' PROGRAM CHARGES. |
| PART I, LINE 3 - METHOD OF ACCOUNTING FOR EXPENDITURES: | THE UNIVERSITY USES THE ACCRUAL METHOD OF ACCOUNTING IN REPORTING THE EXPENDITURES IN PART I, LINE 3 FOR ALL REGIONS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RECEPTIONS (2) | Event1Nm |
| Gross Receipts Event1 | $15,135 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,395 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $740 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $977 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $15,135 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $14,395 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $740 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $977 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $977 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$237 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ENDOWED SCHOLARSHIPS - UNDERGRADUATE | 446 | $1,352,122 |
| INSTITUTIONAL RESTR.SCHOLARSHIPS-UNDERGRADUATE | 104 | $136,572 |
| MUSIC SCHOLARSHIPS - UNDERGRADUATE | 317 | $2,799,800 |
| COLLEGIATE FELLOWSHIP AWARDS - UNDERGRADUATE | 39 | $1,272,496 |
| PRESIDENTIAL SCHOLARSHIPS - UNDERGRADUATE | 1891 | $21,852,479 |
| GRANT IN AID&OTHER INST.AID-UNDERGRADUATE | 2420 | $20,407,012 |
| ENDOWED SCHOLARSHIPS - GRADUATE | 76 | $157,958 |
| INSTITUTIONAL RESTR.SCHOLARSHIPS - GRADUATE | 10 | $33,000 |
| GRANT IN AID&OTHER INST.AID-GRADUATE | 296 | $3,688,002 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | MONITORING USE OF GRANT FUNDS - THE UNIVERSITY AWARDS FINANCIAL AID GRANTS ONLY TO ENROLLED STUDENTS. GRANTS ARE CREDITED TO THE RECIPIENTS' ACCOUNTS FOR TUITION, FEES, ROOM AND BOARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Elizabeth Paul | ||||||||||||||
| President | $175,603 | $0 | $0 | $0 | $7,401 | $0 | $12,000 | $0 | $29,840 | $0 | $224,844 | $0 | $0 | $0 |
| Mike Horan | ||||||||||||||
| VP Business and Finance, Treasurer | $196,122 | $0 | $0 | $0 | $2,560 | $0 | $18,079 | $0 | $18,907 | $0 | $235,668 | $0 | $0 | $0 |
| Amy Adams | ||||||||||||||
| VP Strat.Enroll.(Thru Oct.,2016) | $163,297 | $0 | $0 | $0 | $2,064 | $0 | $15,155 | $0 | $20,339 | $0 | $200,855 | $0 | $0 | $0 |
| Terry Lahm | ||||||||||||||
| Interim Provost&VP Acad.Aff.(Jul-Dec | $138,436 | $0 | $0 | $0 | $1,985 | $0 | $12,842 | $0 | $12,373 | $0 | $165,636 | $0 | $0 | $0 |
| Tanya Poteet | ||||||||||||||
| Univ. Counsel, Asst. Secretary | $195,001 | $0 | $0 | $0 | $2,485 | $0 | $17,030 | $0 | $1,314 | $0 | $215,830 | $0 | $0 | $0 |
| Jennifer Paterson | ||||||||||||||
| VP Advancement | $193,679 | $0 | $0 | $0 | $1,991 | $0 | $17,820 | $0 | $18,776 | $0 | $232,266 | $0 | $0 | $0 |
| Rachel Janutis | ||||||||||||||
| Dean of Law School | $186,020 | $0 | $0 | $0 | $584 | $0 | $17,029 | $0 | $15,782 | $0 | $219,415 | $0 | $0 | $0 |
| Jack Guttenberg | ||||||||||||||
| Faculty | $188,637 | $0 | $0 | $0 | $5,319 | $0 | $17,917 | $0 | $23,934 | $0 | $235,807 | $0 | $0 | $0 |
| Dan Turack | ||||||||||||||
| Faculty | $194,591 | $0 | $0 | $0 | $2,620 | $0 | $18,039 | $0 | $21,384 | $0 | $236,634 | $0 | $0 | $0 |
| Mark Brown | ||||||||||||||
| Faculty | $195,307 | $0 | $0 | $0 | $1,780 | $0 | $17,753 | $0 | $12,307 | $0 | $227,147 | $0 | $0 | $0 |
| Mark Strasser | ||||||||||||||
| Faculty | $175,521 | $0 | $0 | $0 | $2,495 | $0 | $16,398 | $0 | $27,001 | $0 | $221,415 | $0 | $0 | $0 |
| Jeffrey Ferriell | ||||||||||||||
| Faculty | $189,902 | $0 | $0 | $0 | $2,471 | $0 | $16,260 | $0 | $11,105 | $0 | $219,738 | $0 | $0 | $0 |
| Denvy Bowman | ||||||||||||||
| Former President | $281,874 | $0 | $0 | $0 | $41,502 | $0 | $23,849 | $0 | $10,981 | $0 | $358,206 | $0 | $0 | $0 |
| Richard Ashbrook | ||||||||||||||
| Former Provost&VP Acad.Affairs | $233,986 | $0 | $0 | $0 | $2,990 | $0 | $21,125 | $0 | $23,884 | $0 | $281,985 | $0 | $0 | $0 |
| Kevin Sayers | ||||||||||||||
| Former VP-Planning&Adv. | $134,970 | $0 | $0 | $0 | $283 | $0 | $12,838 | $0 | $27,944 | $0 | $176,035 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | BENEFITS OFFERED TO CERTAIN EMPLOYEES - TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE PRESIDENT OF THE UNIVERSITY, ELIZABETH PAUL, RECEIVES AN AUTOMOBILE AND PHONE ALLOWANCE. OFFICERS, FORMER OFFICERS, OR KEY EMPLOYEES WHO RECEIVE A PHONE ALLOWANCE INCLUDE RICHARD ASHBROOK, RACHEL JANUTIS, TANYA POTEET, MIKE HORAN, TERRY LAHM, AMY ADAMS, JENNIFER PATTERSON, AND JP SPAGNOLO. ALL ALLOWANCES ARE TREATED AS TAXABLE COMPENSATION AND ARE GROSSED-UP PAYMENTS. HOUSING ALLOWANCE: THE FORMER PRESIDENT OF THE UNIVERSITY, DENVY BOWMAN, RECEIVED A HOUSING ALLOWANCE. THE PRESIDENT, ELIZABETH PAUL, RECEIVES A RESIDENCE FOR PERSONAL AND BUSINESS USE. HEALTH OR SOCIAL CLUB DUES: THE UNIVERSITY PROVIDES A SOCIAL CLUB MEMBERSHIP TO THE PRESIDENT. THIS PROVIDES A FACILITY FOR HOSTING UNIVERSITY-RELATED EVENTS AND, AS SUCH, IS NOT TREATED AS TAXABLE COMPENSATION SINCE IT IS USED STRICTLY FOR BUSINESS PURPOSES. |
| Part I, Line 1b | WRITTEN POLICY FOR EXPENSES - CAPITAL UNIVERSITY DOES NOT HAVE A POLICY THAT CLEARLY STATES WHO IS ELIGIBLE FOR EXTRA ALLOWANCES - PHONE, HOUSING, AUTOMOBILE, ETC. THE OFFICE OF BUSINESS AND FINANCE PROVIDES HR/PAYROLL WITH THE ORIGINAL LIST OF THOSE WHO SHOULD RECEIVE THE PHONE ALLOWANCE. SUPERVISORS THEN INCLUDE LANGUAGE ON THE REQUESTS TO HIRE FORMS IF A PHONE ALLOWANCE SHOULD BE INCLUDED FOR NEW EMPLOYEES. THE PRESIDENT'S CONTRACT DOES INCLUDE SPECIFIC LANGUAGE THAT SPEAKS TO THE ADDITIONAL ALLOWANCES OFFERED TO HER(I.E., AUTOMOBILE, HOUSING, CLUB). |
| Part I, Line 4b | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: PRESIDENT PAUL PARTICIPATED IN A SECTION 457(f) NONQUALIFIED DEFERRED COMPENSATION PLAN DURING THE YEAR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| OHIO HIGHER EDUCATIONAL FACILITIES COMMISSION | |||||||
| A | 346849674 | 2013-04-26 | $3,970,000 | REPAYMENT OF LOAN ON CAP.UNIV.APTS. | 0 | 0 | 0 |
| OHIO HIGHER EDUCATIONAL FACILITIES COMMISSION | |||||||
| B | 346849674 | 2015-05-27 | $30,780,000 | CONSTRUCTION&PAY-OFF 2006 BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,970,000 | $3,908,817 | $61,183 | Yes (1) | 0 | Yes (1) | Yes (1) | ||||
| B | $30,780,000 | Yes (1) | 0 | Yes (1) | Yes (1) | $1,005,000 | $95,600 | $30,684,400 | 2016 |
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 | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | |||
| PNC BANK | ||||||||||||
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 7.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (4 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| SEE PART V | ||
| $19,600 | TUITION GRANTS | EDUC.ASSISTANCE |
| SEE PART V | ||
| $39,126 | TUITION GRANTS | EDUC.ASSISTANCE |
| SEE PART V | ||
| $41,246 | TUITION GRANTS | EDUC.ASSISTANCE |
| SEE PART V | ||
| $62,212 | TUITION GRANTS | EDUC.ASSISTANCE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III - GRANTS BENEFITING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | EDUCATIONAL ORGANIZATIONS ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY PROVIDED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE PURSUANT TO THE INSTRUCTIONS FOR FORM 990, SCHEDULE L. AS SUCH, COLUMNS (A) AND (B) HAVE BEEN LEFT BLANK IN PART III. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $104,646 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIP.,MUSIC INST. | 2 | $79,210 | MARKET VALUE |
| Yes (X) | TICKETS, CERTIF.,MISC. | 14 | $15,210 | COST |
| Yes (X) | TRAVEL EXPENSES | 6 | $5,330 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | USE OF THIRD PARTIES - THE UNIVERSITY USES SECURITIES BROKERS TO SELL DONATED SECURITIES. THE FEES PAID TO THE BROKERS ARE AT OR BELOW FAIR MARKET VALUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | DELEGATION OF BROAD AUTHORITY TO A COMMITTEE - PER THE UNIVERSITY'S BYLAWS, ARTICLE XVI, SECTION 2 (IN PART), THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO ACT FOR THE BOARD OF TRUSTEES ON ALL MATTERS EXCEPT FOR THE FOLLOWING, WHICH SHALL BE RESERVED FOR THE BOARD: PRESIDENTIAL SELECTION AND TERMINATION; TRUSTEE AND BOARD-OFFICER ELECTION; CHANGES IN INSTITUTIONAL MISSION AND PURPOSES; CHANGES TO THE CHARTER OR ARTICLES OF INCORPORATION; INCURRING OF CORPORATE INDEBTEDNESS; SALE OF UNIVERSITY ASSETS OR TANGIBLE PROPERTY; ADOPTION OF THE ANNUAL BUDGET; AND CONFERRAL OF DEGREES. THE EXECUTIVE COMMITTEE SHALL REPORT ANY ACTION IT TAKES TO THE BOARD. THESE BYLAWS OR OTHER BOARD POLICIES MAY RESERVE OTHER POWERS FOR THE BOARD OF TRUSTEES. IN ADDITION TO ITS AUTHORITY TO TAKE ACTION ON EMERGENCY MATTERS THAT CANNOT OR SHOULD NOT BE DEFERRED TO THE BOARD'S NEXT SCHEDULED MEETING, THE EXECUTIVE COMMITTEE SHALL OVERSEE THE WORK OF BOARD COMMITTEES AND THE UNIVERSITY'S PLANNING PROCESS AND PROGRESS ON PLANNING GOALS. |
| Form 990, Part VI, Section A, line 4 | CHANGES IN ORGANIZING DOCUMENTS - THE BOARD AMENDED THE UNIVERSITY'S BYLAWS IN DECEMBER OF 2016. CHANGES INCLUDED: - IMPLEMENTING A NEW BOARD COMMITTEE STRUCTURE AND RESPONSIBILITIES FOR THOSE COMMITTEES. - REVISING THE MEMBERSHIP AND PURPOSES OF THE EXECUTIVE AND GOVERNANCE COMMITTEES. - CHANGING THE NAME OF THE AUDIT COMMITTEE TO THE INTEGRITY AND COMPLIANCE COMMITTEE. - REVISING THE MEMBERSHIP AND PURPOSES OF THE INTEGRITY AND COMPLIANCE COMMITTEE. - ADDING THE ORGANIZATION SUSTAINABILITY, EDUCATIONAL EXCELLENCE, AND INSTITUTIONAL MISSION AND IDENTITY COMMITTEES WITH MEMBERSHIP, PURPOSES AND RESPONSIBILITIES DEFINED. - REMOVING THE NOMINATIONS COMMITTEE AND DELEGATING ITS RESPONSIBILITIES TO THE REDEFINED GOVERNANCE COMMITTEE. |
| Form 990, Part VI, Section B, line 11b | REVIEW OF FORM 990 - FORM 990 IS REVIEWED BY MANAGEMENT AND PRESENTED TO THE MEMBERS OF THE INTEGRITY AND COMPLIANCE COMMITTEE BY THE OUTSIDE PUBLIC ACCOUNTING FIRM ON JANUARY 29, 2018. AFTER REVIEW BY THE AUDIT COMMITTEE, EACH BOARD MEMBER IS PROVIDED A FULL COPY OF THE RETURN PRIOR TO ITS ELECTRONIC FILING WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Section B, line 12c | MONITORING AND ENFORCEMENT OF CONFLICT POLICY - THE CONFLICT OF INTEREST POLICY COVERS TRUSTEES AND OFFICERS (ALL UNIVERSITY OFFICERS, KEY EMPLOYEES, AND BUDGET MANAGERS). THE POLICY REQUIRES TRUSTEES AND OFFICERS TO ACT IN THE BEST INTERESTS OF THE UNIVERSITY, SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY, AND FULLY DISCLOSE ANY CONFLICT. POTENTIAL CONFLICTS ARE REVIEWED AT THE LEVEL OF THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH MAY CONSULT WITH OTHER COMMITTEES OF THE BOARD IF NECESSARY. IF A CONFLICT EXISTS, THE PERSON WITH THE CONFLICT MUST ABSTAIN FROM INFLUENCING, DELIBERATING OR VOTING ON THE MATTER, AND THE ACTION OR TRANSACTION MUST BE DOCUMENTED AS BEING CLEARLY IN THE BEST INTEREST OF THE UNIVERSITY. |
| Form 990, Part VI, Section B, line 15 | COMPENSATION REVIEW OF TOP MANAGEMENT OFFICIAL - THE PRESIDENTIAL ASSESSMENT TASK FORCE OF THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE PRESIDENT'S GOALS, ACCOMPLISHMENTS, AND EVALUATION OF PERFORMANCE. THE BOARD ALSO REFERENCES COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA-HR) DATA, EVANGELICAL LUTHERAN CHURCH OF AMERICA (ELCA) PRESIDENTIAL SURVEY AND OTHER SALARY SURVEYS FOR GUIDANCE ON SALARIES FOR LIKE INSTITUTIONS. THIS PROCESS IS FORMALLY DOCUMENTED AND WAS LAST UNDERTAKEN DURING THE CURRENT FISCAL YEAR-END. COMPENSATION REVIEW OF OTHER EMPLOYEES - THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS FORMAL EVALUATIONS DONE BY THE PRESIDENT FOR ALL VICE-PRESIDENTS. THE COMMITTEE REVIEWS GOALS, ACCOMPLISHMENTS, THE PRESIDENT'S RECOMMENDATIONS, AND CUPA-HR SALARY SURVEY DATA TO DETERMINE THE APPROPRIATE SALARIES TO BE GIVEN. THE PROCESS IS FORMALLY DOCUMENTED AND WAS LAST UNDERTAKEN DURING THE CURRENT FISCAL YEAR-END. |
| Form 990, Part VI, Section C, line 19 | AVAILABILITY OF DOCUMENTS - A COPY OF THE AUDITED FINANCIAL STATEMENTS IS POSTED ON THE UNIVERSITY'S WEBSITE AS SOON AS APPROVED BY THE BOARD OF TRUSTEES. THE CONFLICT OF INTEREST POLICY IS POSTED ON THE HR HOMEPAGE. THE BYLAWS ARE POSTED ON THE HR HOMEPAGE AND THE UNIVERSITY'S WEBPAGE. NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VI, SECTION A, LINE 1B: | INDEPENDENT VOTING MEMBERS - FOUR TRUSTEES WHOSE FAMILY MEMBERS RECEIVED GRANTS AND OTHER TUITION ASSISTANCE FROM THE UNIVERSITY (NON-INDEPENDENT VOTING MEMBERS) ABSTAIN FROM VOTING ON TUITION-RELATED MATTERS. |
| FORM 990, PART VII, SECTION A: | ADDITIONAL INFORMATION ABOUT COMPENSATION - COMPENSATION SHOWN FOR FORMER PRESIDENT DENVY BOWMAN AND FORMER PROVOST RICHARD ASHBROOK, BOTH FORMER OFFICERS OF THE UNIVERSITY, RELATE TO CALENDAR YEAR 2016, DURING WHICH THEIR TERMS ENDED. BOTH SERVED IN THEIR ADMINISTRATIVE AND OFFICER POSITIONS THROUGH JUNE 30, 2016. DENVY BOWMAN, RICHARD ASHBROOK, AND KEVIN SAYERS (ALSO A FORMER OFFICER) CONTINUE TO BE EMPLOYED BY THE UNIVERSITY AS FACULTY AND RECEIVE COMPENSATION FOR THEIR EMPLOYMENT. ELIZABETH PAUL BECAME PRESIDENT ON JULY 1, 2016. COMPENSATION INFORMATION SHOWN FOR PRESIDENT PAUL IS FOR THE PERIOD FROM JULY 1 THROUGH DECEMBER 31, 2016. |
| Form 990, Part XI, line 9: | POSTRETIREMENT BENEFIT OBLIGATION ADJUSTMENT 22,158. ACTUARIAL CHANGE IN ANNUITY LIABILITY AND MATURITIES -245,404. NET LOSS ON UNCOLLECTIBLE PLEDGES -10,002. FUNDRAISING EVENTS EXPENSES 977. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (5) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |