CLEVELAND INSTITUTE OF ART: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CLEVELAND INSTITUTE OF ART (EIN 34-0714334)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201821349349306102
- 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 C
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T13:43:28-05:00 | 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 | 340714334 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLEVELAND INSTITUTE OF ART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLEV | BusinessNameControlTxt |
| Phone | 2164217000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11610 EUCLID AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALMUT ZVOSEC | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 2164217000 | PhoneNum |
| Signature | 2018-05-14 | 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 | 104.230.116.97 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-13 | IPDt |
| IP Tm | 15:05:39 | 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 | GRAFTON NUNES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11610 EUCLID AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,071,404 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CIA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1882 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO NURTURE THE INTELLECTUAL, ARTISTIC AND PROFESSIONAL DEVELOPMENT OF STUDENTS AND COMMUNITY MEMBERS THROUGH RIGOROUS VISUAL ARTS AND DESIGN EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 44 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 511 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $130,453 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$123,690 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,941,560 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,185,865 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,774,111 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,306,281 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,060,085 | PYInvestmentIncomeAmt |
| CY Investment Income | $900,634 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,529,968 | PYOtherRevenueAmt |
| CY Other Revenue | $1,719,038 | CYOtherRevenueAmt |
| PY Total Revenue | $35,305,724 | PYTotalRevenueAmt |
| CY Total Revenue | $32,111,818 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,313,477 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,504,673 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,208,158 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,886,274 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,374,933 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,310,940 | PYOtherExpensesAmt |
| CY Other Expenses | $10,234,066 | CYOtherExpensesAmt |
| PY Total Expenses | $31,832,575 | PYTotalExpensesAmt |
| CY Total Expenses | $32,625,013 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,473,149 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$513,195 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $86,310,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,726,291 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,783,184 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,717,886 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,527,157 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $74,008,405 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION STATEMENT OF THE CLEVELAND INSTITUTE OF ART IS AS FOLLOWS: TO NURTURE THE INTELLECTUAL, ARTISTIC AND PROFESSIONAL DEVELOPMENT OF STUDENTS AND COMMUNITY MEMBERS THROUGH RIGOROUS VISUAL ARTS AND DESIGN EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,092,517 | ExpenseAmt |
| Grant | $10,504,673 | GrantAmt |
| Revenue | $26,894,866 | RevenueAmt |
| Desc | THE CLEVELAND INSTITUTE OF ART IS AN INDEPENDENT COLLEGE OF ART AND DESIGN COMMITTED TO LEADERSHIP AND VISION IN ALL FORMS OF VISUAL ARTS EDUCATION. THE INSTITUTE'S MISSION IS TO MAKE AN ENDURING CONTRIBUTION THROUGH EDUCATION, RESEARCH AND SERVICE TO DIVERSE COMMUNITIES, BOTH IMMEDIATE AND GLOBAL. THE INSTITUTE RECOGNIZES THE IMPORTANCE OF THE VISUAL ARTS IN CULTURE AND THE POTENTIAL FOR ARTISTS TO CONTRIBUTE TO THE NEEDS OF SOCIETY. STUDENTS EARN A BACHELOR OF FINE ARTS DEGREE UPON SUCCESSFUL COMPLETION OF THE PROGRAM. THE UNDERGRADUATE PROGRAM HAD 615 STUDENTS ENROLLED IN THE FALL OF 2016. | Desc |
| Total Program Service Expenses | $27,092,517 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 105 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 511 | 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 | 44 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 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 | ALMUT ZVOSEC | PersonNm |
| Phone | 2164217000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11610 EUCLID AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (59 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 |
|---|---|---|---|---|---|---|---|---|
| Fran Belkin | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Marianne Bernadotte | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Deborah Blades | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| William Busta | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven M Cencula | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Frederick Clarke | ||||||||
| Director & Officer | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Robin J Davenport | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph S Dehner | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Julian M Earls | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ruth Swetland Eppig | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Marsha B Everett | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Chann Fowler-Spellman | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Meg Fulton-Mueller | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Hugh J Garvey III | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Cynthia Prior Gascoigne | ||||||||
| Director & Officer | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Robert A Glick | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Deba Jean Gray | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mattthew L Greene | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Howard Groedel | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Hahn MD | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Hawley | ||||||||
| Director & Officer | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Donald Insul | ||||||||
| Director & Officer | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Jennifer Langer | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Toby Devan Lewis | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James Lincoln | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Yan Maschke | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Warren L Morris | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bill Nottingham | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Laura Ospanik | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul Pesses | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rene' Polin | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Richter | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| John Schulze | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Schwartz | ||||||||
| Director & Officer | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Robert M Siewert | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Simon MD | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Karen Skunta | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Judson Smith | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Smith | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Carey L Spencer | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Janet Spreen | ||||||||
| Director & Officer | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Cathy Stamler | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth F Stueber | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joy Sweeney | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Russell Trusso | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| William ValerianUNTIL 81716 | ||||||||
| Director & Officer | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Peter van Dijk | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Tracey Forde Weaver | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey M Weiss | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Grafton J Nunes | ||||||||
| President & Director | 40.00 | Yes (X) | $290,266 | $0 | $67,602 | Yes (X) | ||
| James Kuehnle | ||||||||
| Director(7/1-10/3/16)&Professor | 35.00 | Yes (X) | $55,028 | $0 | $12,359 | |||
| Douglas J Paige | ||||||||
| Director(10/4/16-6/30/17)&Professor | 35.00 | Yes (X) | $61,717 | $0 | $3,717 | |||
| Almut Zvosec | ||||||||
| SVP Business,CFO&Treasurer | 40.00 | $145,711 | $0 | $28,172 | Yes (X) | |||
| Christopher A Whittey | ||||||||
| SVP Academic Affairs | 40.00 | $164,994 | $0 | $28,863 | Yes (X) | |||
| Mathew W Felthousen | ||||||||
| VP Support Service | 40.00 | $119,014 | $0 | $16,409 | Yes (X) | |||
| Joseph B Ferritto | ||||||||
| Director Facilities | 40.00 | $107,028 | $0 | $11,354 | Yes (X) | |||
| Marie-Louise Gustavsson-Monago | ||||||||
| VP Institutional Adv | 40.00 | $101,994 | $0 | $8,215 | Yes (X) | |||
| Mark Inglis | ||||||||
| VP Marketing | 40.00 | $129,583 | $0 | $21,878 | Yes (X) | |||
| Julienne R Melvin | ||||||||
| Assoc VP Business | 40.00 | $106,482 | $0 | $22,867 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,281,817 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $221,436 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| CASE WESTERN RESERVE UNIVERSITY | |||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | STUDENT SUPPORT SVCS. | $1,094,424 |
| AJAPPJR UPTOWN II LLC | |||||
| PO BOX 14100 | CLEVELAND | OH | 44114 | RENTAL-STUDENT HOUSING | $677,210 |
| SECURITAS SECURITY | |||||
| PO BOX 403412 | ATLANTA | GA | 30384 | SECURITY | $484,074 |
| EUCLID 115 LLC | |||||
| 11607 EUCLID AVE STE C | CLEVELAND | OH | 44106 | RENTAL-STUDENT HOUSING | $477,138 |
| JDD INC | |||||
| 3615 SUPERIOR AVE STE C | CLEVELAND | OH | 44114 | CLEANING SERVICES | $235,253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,031,898 | GovernmentGrantsAmt |
| All Other Contributions | $3,153,967 | AllOtherContributionsAmt |
| Noncash Contributions | $126,059 | NoncashContributionsAmt |
| Total Contributions | $4,185,865 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $23,765,456 | $23,765,456 |
| AUXILIARY SERVICES | 900099 | $1,540,825 | $1,540,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,306,281 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $311,515 | TotalRevenueColumnAmt |
| Exclusion | $311,515 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,497,095 | SecuritiesAmt |
| Other | $51,610 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,944,586 | SecuritiesAmt |
| Other | $15,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $552,509 | SecuritiesAmt |
| Other | $36,610 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $589,119 | TotalRevenueColumnAmt |
| Exclusion | $589,119 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INCOME FROM SUBSIDIARIES | 900099 | $1,455,082 | $1,455,082 | |
| OTHER | 713910 | $133,503 | $133,503 | |
| CINEMATHEQUE FILM PROG. | 713910 | $130,453 | $130,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,719,038 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,111,818 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,894,866 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $130,453 | UnrelatedBusinessRevenueAmt |
| Exclusion | $900,634 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,504,673 | TotalAmt |
| Program Services | $10,504,673 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $759,802 | TotalAmt |
| Program Services | $308,119 | ProgramServicesAmt |
| Management And General | $299,308 | ManagementAndGeneralAmt |
| Fundraising | $152,375 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,614,819 | TotalAmt |
| Program Services | $6,742,533 | ProgramServicesAmt |
| Management And General | $1,442,497 | ManagementAndGeneralAmt |
| Fundraising | $429,789 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,015 | TotalAmt |
| Program Services | $280,545 | ProgramServicesAmt |
| Management And General | $69,306 | ManagementAndGeneralAmt |
| Fundraising | $23,164 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,450,604 | TotalAmt |
| Program Services | $1,090,999 | ProgramServicesAmt |
| Management And General | $269,522 | ManagementAndGeneralAmt |
| Fundraising | $90,083 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,034 | TotalAmt |
| Program Services | $517,470 | ProgramServicesAmt |
| Management And General | $127,837 | ManagementAndGeneralAmt |
| Fundraising | $42,727 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,134 | TotalAmt |
| Management And General | $103,134 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,200 | TotalAmt |
| Management And General | $58,200 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,984 | TotalAmt |
| Fundraising | $55,984 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,983 | TotalAmt |
| Management And General | $124,983 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,589 | TotalAmt |
| Program Services | $85,430 | ProgramServicesAmt |
| Management And General | $21,105 | ManagementAndGeneralAmt |
| Fundraising | $7,054 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,322 | TotalAmt |
| Program Services | $787,691 | ProgramServicesAmt |
| Management And General | $194,592 | ManagementAndGeneralAmt |
| Fundraising | $65,039 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,056 | TotalAmt |
| Program Services | $159,487 | ProgramServicesAmt |
| Management And General | $39,400 | ManagementAndGeneralAmt |
| Fundraising | $13,169 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,053 | TotalAmt |
| Program Services | $333,220 | ProgramServicesAmt |
| Management And General | $82,319 | ManagementAndGeneralAmt |
| Fundraising | $27,514 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,130,649 | TotalAmt |
| Program Services | $3,106,661 | ProgramServicesAmt |
| Management And General | $767,475 | ManagementAndGeneralAmt |
| Fundraising | $256,513 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,374 | TotalAmt |
| Program Services | $25,852 | ProgramServicesAmt |
| Management And General | $6,387 | ManagementAndGeneralAmt |
| Fundraising | $2,135 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,830 | TotalAmt |
| Program Services | $76,586 | ProgramServicesAmt |
| Management And General | $18,920 | ManagementAndGeneralAmt |
| Fundraising | $6,324 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,530 | TotalAmt |
| Program Services | $61,319 | ProgramServicesAmt |
| Management And General | $15,148 | ManagementAndGeneralAmt |
| Fundraising | $5,063 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,718,504 | TotalAmt |
| Program Services | $1,292,487 | ProgramServicesAmt |
| Management And General | $319,298 | ManagementAndGeneralAmt |
| Fundraising | $106,719 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,030 | TotalAmt |
| Program Services | $81,249 | ProgramServicesAmt |
| Management And General | $20,072 | ManagementAndGeneralAmt |
| Fundraising | $6,709 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT HOUSING | $666,502 | $666,502 | ||
| EQUIP.LEASE/MAINT.CONTR | $539,597 | $405,831 | $100,257 | $33,509 |
| OTHER | $521,058 | $392,192 | $77,803 | $51,063 |
| STUDENT RECRUITING | $173,671 | $173,671 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,625,013 | TotalAmt |
| Program Services | $27,092,517 | ProgramServicesAmt |
| Management And General | $4,157,563 | ManagementAndGeneralAmt |
| Fundraising | $1,374,933 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,495 | BOYAmt |
| EOY | $598,240 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,932 | BOYAmt |
| EOY | $47,261 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,968,201 | BOYAmt |
| EOY | $2,056,671 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,737 | BOYAmt |
| EOY | $138,305 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,816,198 | BOYAmt |
| EOY | $11,192,045 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,839,383 | BOYAmt |
| EOY | $1,797,921 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,560,194 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,587,563 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,432,212 | BOYAmt |
| EOY | $28,972,631 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,443,652 | BOYAmt |
| EOY | $28,614,566 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211,816 | BOYAmt |
| EOY | $1,155,308 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,839,715 | BOYAmt |
| EOY | $8,153,343 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,310,341 | BOYAmt |
| EOY | $82,726,291 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,784,455 | BOYAmt |
| EOY | $4,919,524 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,429 | BOYAmt |
| EOY | $410,795 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,317,835 | BOYAmt |
| EOY | $2,192,174 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,465 | BOYAmt |
| EOY | $1,195,393 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,783,184 | BOYAmt |
| EOY | $8,717,886 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,307,393 | BOYAmt |
| EOY | $51,152,208 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,075,418 | BOYAmt |
| EOY | $4,152,105 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,144,346 | BOYAmt |
| EOY | $18,704,092 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,527,157 | BOYAmt |
| EOY | $74,008,405 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,310,341 | BOYAmt |
| EOY | $82,726,291 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$513,195 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,994,443 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,013,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,006,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,907,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,941,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,185,865 | CurrentTaxYearAmt |
| Total | $29,055,423 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,013,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,006,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,907,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,941,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,185,865 | CurrentTaxYearAmt |
| Total | $29,055,423 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,592,838 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,462,585 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $539,994 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $455,472 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $305,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $445,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $311,515 | CurrentTaxYearAmt |
| Total | $2,057,475 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $414,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $312,201 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,627,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,719,038 | CurrentTaxYearAmt |
| Total | $4,191,141 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,304,039 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $107,386,398 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,984 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,984 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,036,533 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,092,517 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $42,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $56,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $39,016 | CurrentYearMinus1Amt |
| Current Year | $55,984 | CurrentYearAmt |
| Total | $193,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| 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 | $16,997,447 | BeginningYearBalanceAmt |
| Contributions | $450,615 | ContributionsAmt |
| Investment Earnings Or Losses | $1,955,535 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $397,730 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,163,979 | OtherExpendituresAmt |
| End Year Balance | $17,841,888 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,082,832 | BeginningYearBalanceAmt |
| Contributions | $86,663 | ContributionsAmt |
| Investment Earnings Or Losses | -$553,570 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $418,298 | GrantsOrScholarshipsAmt |
| Other Expenditures | $200,180 | OtherExpendituresAmt |
| End Year Balance | $16,997,447 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,903,008 | BeginningYearBalanceAmt |
| Contributions | $244,813 | ContributionsAmt |
| Investment Earnings Or Losses | $535,011 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $404,766 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,195,234 | OtherExpendituresAmt |
| End Year Balance | $18,082,832 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,566,238 | BeginningYearBalanceAmt |
| Contributions | $203,366 | ContributionsAmt |
| Investment Earnings Or Losses | $3,158,404 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,038,397 | GrantsOrScholarshipsAmt |
| Other Expenditures | $986,603 | OtherExpendituresAmt |
| End Year Balance | $18,903,008 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,747,836 | BeginningYearBalanceAmt |
| Contributions | $361,113 | ContributionsAmt |
| Investment Earnings Or Losses | $2,665,208 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,310,005 | GrantsOrScholarshipsAmt |
| Other Expenditures | $897,914 | OtherExpendituresAmt |
| End Year Balance | $17,566,238 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.41870 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50740 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07390 | 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 | $15,000 | OtherCostOrOtherBasisAmt |
| Book Value | $15,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,098,234 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,103,611 | DepreciationAmt |
| Book Value | $24,994,623 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,446,960 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,483,952 | DepreciationAmt |
| Book Value | $3,963,008 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,972,631 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INV.IN MCCULLOUGH CTR HLDGS. | Desc |
| Book Value | $8,153,343 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,153,343 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PERKINS STUDENT LOANS, NET | $1,095,393 |
| SCHELL LOANS, NET | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,195,393 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,822,306 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,994,443 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$654,299 | OtherRevenueAmt |
| Revenue Not Reported | $1,340,144 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,482,162 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $124,983 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $10,504,673 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $10,629,656 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,111,818 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,533,089 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $537,732 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $537,732 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,995,357 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $124,983 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $10,504,673 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $10,629,656 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,625,013 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | THE CLEVELAND INSTITUTE OF ART MAINTAINS A STUDY COLLECTION OF ARTWORK GENERALLY DONATED BY FACULTY AND OTHERS. THE STUDY COLLECTION IS USED FOR SCHOLARLY RESEARCH AND PUBLIC DISPLAY THROUGHOUT THE FACILITIES. |
| Part V, Line 4: | INTENDED USE OF ENDOWMENT FUNDS - THE INSTITUTE'S ENDOWMENT CONSISTS OF FUNDS FUNCTIONING AS ENDOWMENT AND PERMANENTLY RESTRICTED ENDOWMENT FUNDS REPRESENTING ENDOWMENT GIFTS RESTRICTED IN PERPETUITY BY DONORS. THE INSTITUTE USES ITS ENDOWMENT FUNDS TO FURTHER ITS EXEMPT EDUCATIONAL PURPOSES. |
| Part X, Line 2: | FIN 48 (ASC 740) FOOTNOTE - THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE, EXCEPT THAT IF THE INSTITUTE HAS ANY UNRELATED BUSINESS INCOME, SUCH INCOME WOULD BE SUBJECT TO TAXATION. EFFECTIVE JULY 1, 2009, THE INSTITUTE ADOPTED THE NEW PROVISIONS OF ASC TOPIC 740, "ACCOUNTING FOR INCOME TAXES," WHICH CLARIFY THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE PROVISIONS PRESCRIBE CERTAIN CRITERIA FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THESE PROVISIONS ALSO PROVIDE GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. INTEREST, IF ANY, WILL BE CLASSIFIED IN THE CONSOLIDATED FINANCIAL STATEMENTS AS A COMPONENT OF INTEREST EXPENSE AND STATUTORY PENALTIES, IF ANY, WILL BE CLASSIFIED AS A COMPONENT OF STATE AND LOCAL INCOME TAX EXPENSE. AS OF JUNE 30, 2017, THE INSTITUTE'S AND ITS SUBSIDIARIES' TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, AS WELL AS STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| Part XI, Line 2d - Other Adjustments: | REVENUE FROM SUBSIDIARIES INCLUDED IN CONSOLIDATED FIN.STATEMENTS -654,299. |
| Part XI, Line 4b - Other Adjustments: | STUDENT FINANCIAL AID WAS SHOWN AS A REDUCTION OF REVENUE ON FINANCIAL STATEMENTS BUT AS AN EXPENSE ON PART IX OF FORM 990 10,504,673. |
| Part XII, Line 2d - Other Adjustments: | EXPENSES FROM SUBSIDIARIES INCLUDED IN CONSOLIDATED FIN.STATEMENTS 537,732. |
| Part XII, Line 4b - Other Adjustments: | STUDENT FINANCIAL AID WAS SHOWN AS A REDUCTION OF REVENUE ON FINANCIAL STATEMENTS BUT AS AN EXPENSE ON PART IX OF FORM 990 10,504,673. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | THE INSTITUTE'S NON-DISCRIMINATION POLICY IS INCLUDED IN PUBLICATIONS, INCLUDING COURSE CATALOGS, AND ADVERTISEMENTS. |
| Schedule E, Part I, Line 6 | THE CLEVELAND INSTITUTE OF ART RECEIVES STUDENT FINANCIAL ASSISTANCE FROM THE U.S. DEPARTMENT OF EDUCATION. THE PROGRAM CONSISTS OF THE FOLLOWING: FEDERAL PELL GRANT PROGRAM, FEDERAL SUPPLEMENTAL EDUCATION AND OPPORTUNITY GRANT PROGRAM, FEDERAL WORK STUDY PROGRAM, AND FEDERAL PERKINS LOAN PROGRAM. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID | GrantTypeTxt |
| Recipient | 584 | RecipientCnt |
| Cash Grant | $10,504,673 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
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 INSTITUTE ENSURES THAT ITS GRANTS OF FINANCIAL AID ARE USED BY STUDENTS FOR EDUCATIONAL PURPOSES BY CREDITING THE AID DIRECTLY TO THE STUDENTS' ACCOUNTS OR THROUGH ITS FINANCIAL AID COMPLIANCE PROCESS. THE INSTITUTE ALSO PROVIDES FUNDING FOR TRAVEL EXPENSES, WHICH HAS BEEN INCLUDED IN THE TOTAL ABOVE, FOR STUDENTS WHOSE PROJECT PROPOSALS HAVE BEEN APPROVED BY THE PRESIDENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Grafton J Nunes | ||||||||||||||
| President & Director | $250,516 | $0 | $39,750 | $0 | $0 | $0 | $18,550 | $0 | $49,052 | $0 | $357,868 | $0 | $0 | $0 |
| Almut Zvosec | ||||||||||||||
| SVP Business,CFO&Treasurer | $145,711 | $0 | $0 | $0 | $0 | $0 | $10,184 | $0 | $17,988 | $0 | $173,883 | $0 | $0 | $0 |
| Christopher A Whittey | ||||||||||||||
| SVP Academic Affairs | $164,994 | $0 | $0 | $0 | $0 | $0 | $12,211 | $0 | $16,652 | $0 | $193,857 | $0 | $0 | $0 |
| Mark Inglis | ||||||||||||||
| VP Marketing | $129,583 | $0 | $0 | $0 | $0 | $0 | $9,731 | $0 | $12,147 | $0 | $151,461 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | BENEFITS PROVIDED TO CERTAIN EMPLOYEES - THE INSTITUTE PAYS FOR DUES TO A SOCIAL CLUB FOR ITS PRESIDENT, GRAFTON NUNES. MR. NUNES USES THE CLUB ENTIRELY FOR BUSINESS PURPOSES, AND ACCORDINGLY, HE DOES NOT REALIZE ANY TAXABLE INCOME FROM THE PAYMENTS. |
| Part I, Line 4b | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN - THE INSTITUTE SPONSORS A SECTION 457(b) PLAN FOR CERTAIN EXECUTIVES. CONTRIBUTIONS TO THE PLAN ARE ENTIRELY MADE UP OF SALARY DEFERRALS FROM THE PARTICIPANTS. THERE IS NO EMPLOYER MATCH OR OTHER EMPLOYER CONTRIBUTION TO THIS PLAN. IN 2016, GRAFTON NUNES MADE A SALARY DEFERRAL CONTRIBUTION OF $16,487, AND ALMUT ZVOSEC MADE A SALARY DEFERRAL CONTRIBUTION OF $493. |
| Part I, Line 7 | A PORTION OF THE BONUS FOR PRESIDENT NUNES IS BASED ON ACHIEVING STUDENT ENROLLMENT TARGETS. |
| PART II, COLUMN D - ADDITIONAL INFORMATION REGARDING BENEFITS: | NONTAXABLE BENEFITS FOR GRAFTON NUNES AND ALMUT ZVOSEC SHOWN ON SCHEDULE J, PART II, COLUMN D AND FORM 990, PART VII, COLUMN F INCLUDE $16,500 AND $16,500, RESPECTIVELY, FOR THE ESTIMATED BENEFIT VALUE OF TUITION SCHOLARSHIPS FOR DEPENDENT CHILDREN THROUGH THE TUITION EXCHANGE PROGRAM, A RECIPROCAL EDUCATIONAL SCHOLARSHIP PROGRAM BETWEEN MEMBER INSTITUTIONS, OF WHICH THE INSTITUTE IS A MEMBER. THE TUITION EXCHANGE PROGRAM IS OPEN TO ALL FULL-TIME EMPLOYEES WHO HAVE COMPLETED ONE YEAR OF SERVICE. GRAFTON NUNES ALSO PARTICIPATED IN CIA'S TUITION REMISSION PROGRAM OFFERED TO FULL-TIME EMPLOYEES. THE REMISSION AMOUNT OF $14,792 IS AN 80% DISCOUNT ON TUITION. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $126,059 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | INSTR.EQUIP. | 9 | $0 | N/A |
| Yes (X) | FURN.&EQUIP. | 3 | $0 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 32b: | USE OF THIRD PARTIES - THE INSTITUTE UTILIZES THE SERVICES OF BROKERS TO SELL DONATED SECURITIES. THE FEES CHARGED BY THE BROKERS ARE AT OR BELOW FAIR MARKET VALUE. |
| Part I, Line 33: | RECORDING REVENUE FOR CERTAIN GIFTS - THE INSTITUTE DID NOT RECORD REVENUE FOR GIFTS OF BOOKS AND INSTRUCTIONAL SUPPLIES BECAUSE IT CONSIDERED THE AMOUNTS IMMATERIAL. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 5 AND PART V, LINE 2A: | 2016 FORMS W-2 - THE TOTAL OF 511 OF FORMS W-2 ISSUED IN 2016 IS MADE UP OF THE FOLLOWING: STUDENTS ON WORK-STUDY PROGRAMS: 166; FACULTY AND ADMINISTRATIVE STAFF: 214; PART-TIME EMPLOYEES: 131. |
| Form 990, Part VI, Section A, line 1 | DELEGATION OF AUTHORITY TO EXECUTIVE COMMITTEE - THE INSTITUTE'S CODE OF REGULATIONS GRANTS THE EXECUTIVE COMMITTEE THE FULL POWER TO ACT OF BEHALF OF THE BOARD BETWEEN MEETINGS OF THE FULL BOARD. |
| Form 990, Part VI, Section A, line 4 | CHANGES TO GOVERNING DOCUMENTS - THE INSTITUTE AMENDED ITS CODE OF REGULATIONS IN OCTOBER, 2016. THE FOLLOWING REVISIONS WERE MADE: - THE INSTITUTE'S NON-DISCRIMINATION POLICY WAS EXPANDED TO REFERENCE THE BOARD OF DIRECTORS IN ADDITION TO STUDENTS, FACULTY, AND STAFF; - THE START AND END DATES FOR ELECTED DIRECTORS WERE CLARIFIED; - THE DEFINITION OF A QUOROM WAS CLARIFIED AS TO WHOM SHOULD BE COUNTED; - THE PROCESS OF APPOINTING CHAIRS OF COMMITTEES AND DETERMINING EACH COMMITTEE'S MEMBERSHIP WAS CLARIFIED; - THE ROLE AND RESPONSIBILITIES FOR THE BOARD'S STANDING COMMITTEES WERE CLARIFIED; - A PROVISION WAS ADDED TO OUTLINE THE PROCESS FOR THE REMOVAL OF A DIRECTOR UPON 2/3 VOTE OF VOTING MEMBERS; - A PROVISION WAS ADDED TO ALLOW FOR THE OCCURRENCE OF AN EXECUTIVE SESSION AS PART OF BOARD OR COMMITTEE MEETINGS. ONLY NON-EMPLOYEE DIRECTORS ARE PERMITTED TO ATTEND THE EXECUTIVE SESSION. |
| Form 990, Part VI, Section B, line 11b | REVIEW OF FORM 990 - AFTER PREPARATION OF FORM 990 BY MANAGEMENT AND ITS INDEPENDENT PUBLIC ACCOUNTANTS, AND PRIOR TO FILING, THE AUDIT COMMITTEE REVIEWS THE FORM IN DETAIL AND MANAGEMENT DISTRIBUTES AN ELECTRONIC COPY OF THE FORM 990 TO THE VOTING MEMBERS OF THE BOARD OF DIRECTORS. IN ADDITION, THE AUDIT COMMITTEE REPORTS TO THE BOARD OF DIRECTORS A SUMMARY OF ITS REVIEW OF THE RETURN WITH ITS INDEPENDENT ACCOUNTANTS AT THE NEXT REGULARLY SCHEDULED BOARD MEETING, WHICH OCCURS AFTER THE FILING OF FORM 990. |
| Form 990, Part VI, Section B, line 11b | FORM 990 PROVIDED TO THE GOVERNING BODY - THE INSTITUTE HAS DISTRIBUTED A COPY OF FORM 990 TO ALL MEMBERS OF THE BOARD OF DIRECTORS BUT HAS REDACTED THE NAMES AND ADDRESSES OF DONORS FROM SCHEDULE B. BECAUSE OF SCHEDULE B'S PRIVATE AND CONFIDENTIAL NATURE, THE INSTITUTE HAS CHOSEN NOT TO DISCLOSE THE IDENTITIES OF ITS DONORS TO THE BOARD, INCLUDING CASES IN WHICH THE DONOR WISHES TO REMAIN ANONYMOUS. AS SUCH, WE ARE REQUIRED TO ANSWER THE QUESTION ON LINE 11A IN PART VI "NO" EVEN THOUGH THE BOARD RECEIVES ALL OF FORM 990 EXCEPT FOR DONORS' NAMES AND ADDRESSES. |
| Form 990, Part VI, Section B, line 12c | MONITORING AND ENFORCEMENT OF CONFLICT POLICY - EACH YEAR A CONFLICT OF INTEREST QUESTIONNAIRE IS GIVEN TO THE BOARD OF DIRECTORS, OFFICERS, AND CERTAIN OTHER EMPLOYEES TO BE COMPLETED. THE GOVERNANCE COMMITTEE OF THE BOARD, WITH THE ASSISTANCE OF THE PRESIDENT, REVIEWS THE QUESTIONNAIRES FOR ANY CONFLICTS. WHEN A CONFLICT ARISES, THE INDIVIDUAL WITH THE CONFLICT IS NOT PERMITTED TO VOTE OR PARTICIPATE IN THE DISCUSSION OF THE PROPOSED TRANSACTION. THE DECISION ABOUT THE TRANSACTION IS MADE BY PERSONS WHO HAVE NO CONFLICT OF INTEREST WITH THE TRANSACTION. |
| Form 990, Part VI, Section B, line 15 | COMPENSATION DETERMINATION - THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD WHOSE MEMBERS ARE INDEPENDENT OF THE PRESIDENT. THE EXECUTIVE COMMITTEE USES COMPARABILITY DATA TO ENSURE REASONABLENESS OF COMPENSATION. THE SAME COMMITTEE ALSO REVIEWS COMPENSATION FOR VICE PRESIDENT POSITIONS AS PART OF THE BUDGETING PROCESS. |
| Form 990, Part VI, Section C, line 19 | AVAILABILITY OF DOCUMENTS - THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, LINE 14: | DOCUMENT RETENTION POLICY - THE INSTITUTE IS OPERATING ACCORDING TO DOCUMENT RETENTION AND DESTRUCTION GUIDELINES. THE FORMAL WRITTEN POLICY IS BEING DEVELOPED AND WILL BE PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL WHEN COMPLETE. AS SUCH, WE ARE REQUIRED TO ANSWER THE QUESTION ON LINE 14 OF PART VI "NO" EVEN THOUGH THE DOCUMENT RETENTION AND DESTRUCTION PROCEDURES ARE BEING UTILIZED AT THE INSTITUTE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCULLOUGH CENTER MANAGER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11610 EUCLID AVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274374650 | EIN |
| Primary Activities | REAL ESTATE MGMT. | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $39,962 | TotalIncomeAmt |
| End Of Year Assets | $10,971,423 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCULLOUGH CENTER HOLDINGS INC | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCULLOUGH CENTER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11610 EUCLID AVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261627336 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCULLCTRMGR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$918,974 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $24,942,435 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.90000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCULLOUGH CENTER HOLDINGS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11610 EUCLID AVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270722618 | EIN |
| Primary Activities | REAL EST. INVEST. | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $23,870 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,061,619 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III - ADDITIONAL INFORMATION ABOUT RELATED PARTNERSHIP: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE'S PERCENTAGE OWNERSHIP IN MCCULLOUGH CENTER, LLC CHANGED ON 12/22/2016 FROM 90% TO 1%. | ExplanationTxt |