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CASE WESTERN RESERVE UNIVERSITY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CASE WESTERN RESERVE UNIVERSITY (EIN 34-1018992)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-12
IRS object ID
201711329349307266
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-12T19:01:03-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 Market Street Suite 1800AddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341018992EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CASE WESTERN RESERVE UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCASEBusinessNameControlTxt
Phone2163682126PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110900 EUCLID AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441067006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn F SiderasPersonNm
Person TitleSenior VP of Finance and CFOPersonTitleTxt
Signature2017-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00460263PTIN
Phone2673303000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1BARBARA R SNYDERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110900 EUCLID AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441067006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,786,526,578GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.CASE.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1826FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionCase Western Reserve University is an independent, research-oriented university with broadly based strengths in health, including medicine, nursing and dentistry; in engineering; in the arts and sciences; and in law, management and social work. The University's commitment is to excellence in teaching, research and scholarship. The University brings together highly qualified faculty, students and staff to: 1) Offer undergraduate education that preserves the strengths of the traditional arts and sciences, and the professions, 2) Prepare students for positions of leadership in professions that are important to society, and 3) Advance, through research and scholarship, the understanding of its chosen disciplines and their applications.ActivityOrMissionDesc
Voting Members Governing Body41VotingMembersGoverningBodyCnt
Voting Members Independent41VotingMembersIndependentCnt
Total Employee10235TotalEmployeeCnt
Total Volunteers550TotalVolunteersCnt
Total Gross UBI$1,819,443TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$2,407,801NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$476,189,361PYContributionsGrantsAmt
CY Contributions Grants$541,474,342CYContributionsGrantsAmt
PY Program Service Revenue$515,796,342PYProgramServiceRevenueAmt
CY Program Service Revenue$560,336,886CYProgramServiceRevenueAmt
PY Investment Income$100,029,203PYInvestmentIncomeAmt
CY Investment Income$45,548,910CYInvestmentIncomeAmt
PY Other Revenue$1,149,553PYOtherRevenueAmt
CY Other Revenue-$404,098CYOtherRevenueAmt
PY Total Revenue$1,093,164,459PYTotalRevenueAmt
CY Total Revenue$1,146,956,040CYTotalRevenueAmt
PY Grants And Similar Paid$163,181,788PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$175,178,169CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$434,130,433PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$449,872,920CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$255,622PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$155,659CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,961,760CYTotalFundraisingExpenseAmt
PY Other Expenses$447,422,768PYOtherExpensesAmt
CY Other Expenses$472,508,294CYOtherExpensesAmt
PY Total Expenses$1,044,990,611PYTotalExpensesAmt
CY Total Expenses$1,097,715,042CYTotalExpensesAmt
PY Revenues Less Expenses$48,173,848PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$49,240,998CYRevenuesLessExpensesAmt
Total Assets BOY$3,021,873,091TotalAssetsBOYAmt
Total Assets EOY$2,952,128,678TotalAssetsEOYAmt
Total Liabilities BOY$849,283,174TotalLiabilitiesBOYAmt
Total Liabilities EOY$874,200,915TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,172,589,917NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,077,927,763NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCase Western Reserve University is an independent, research-oriented university with broadly based strengths in health, including medicine, nursing and dentistry; in engineering; in the arts and sciences; and in law, management and social work. The University's commitment is to excellence in teaching, research and scholarship. The University brings together highly qualified faculty, students and staff to: (1) Offer undergraduate education that preserves the strengths of traditional disciplinary majors while integrating contents and methods from technology, the arts and sciences, and the professions, (2) Prepare students for positions of leadership in professions that are important to society, and (3) Advance, through research and scholarship, the understanding of its chosen disciplines and their applications.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$482,489,782ExpenseAmt
Grant$155,094,606GrantAmt
Revenue$426,431,827RevenueAmt
DescTHE ACADEMIC PROGRAMS OF CASE WESTERN RESERVE UNIVERSITY ARE ADMINISTERED THROUGH ITS SCHOOLS AND COLLEGES. CURRENTLY 11,006 STUDENTS ARE ENROLLED IN PROGRAMS LEADING TO UNDERGRADUATE, GRADUATE AND PROFESSIONAL DEGREES ADMINISTERED THROUGH THE UNIVERSITY'S NINE SCHOOLS: THE CASE SCHOOL OF ENGINEERING, THE COLLEGE OF ARTS AND SCIENCES, THE MANDEL SCHOOL OF APPLIED SOCIAL SCIENCES, THE SCHOOL OF DENTAL MEDICINE, THE SCHOOL OF GRADUATE STUDIES, THE SCHOOL OF LAW, THE WEATHERHEAD SCHOOL OF MANAGEMENT, THE SCHOOL OF MEDICINE AND THE FRANCES PAYNE BOLTON SCHOOL OF NURSING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$338,706,088ExpenseAmt
Grant$20,083,563GrantAmt
DescCASE WESTERN RESERVE UNIVERSITY IS CLASSIFIED AS A RESEARCH UNIVERSITY (VERY HIGH RESEARCH ACTIVITY) - EXTENSIVE BY THE CARNEGIE COMMISSION ON HIGHER EDUCATION. THIS CLASSIFICATION IS GIVEN TO THOSE INSTITUTIONS THAT TRAIN THE GREATEST NUMBER OF FUTURE RESEARCHERS (USUALLY MEASURED BY THE NUMBER OF PHD STUDENTS) AND TO THOSE INSTITUTIONS THAT RECEIVE THE MOST FEDERAL FUNDS. IN ADDITION TO FEDERAL SOURCES, RESEARCH IN THE SCIENCES, THE HUMANITIES AND THE HEALTH SCIENCES AREA IS FUNDED BY GIFTS AND GRANTS FROM PRIVATE FOUNDATIONS, CORPORATIONS AND INDIVIDUALS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$77,709,183ExpenseAmt
Revenue$72,115,847RevenueAmt
DescAUXILIARIES PROVIDES SEVERAL SERVICES WHICH, ALTHOUGH NOT DIRECTLY RELATED TO ITS ACADEMIC MISSION, ARE NEVERTHELESS AN INTEGRAL PART OF THE OVERALL EDUCATIONAL EXPERIENCE OF ITS STUDENTS. THE PROVISION OF CAMPUS HOUSING AND BOARD PLANS, AND PHONE SERVICES ARE EXAMPLES OF CURRENT AUXILIARY SERVICES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$76,063,589ExpenseAmt
Revenue$61,789,212RevenueAmt
DescOTHER SPONSORED PROGRAMS: THE UNIVERSITY'S LIBRARY SYSTEM IS COMPOSED OF FOUR PRIMARY UNITS: THE UNIVERSITY LIBRARY, THE CLEVELAND HEALTH SCIENCES LIBRARY, THE SCHOOL OF LAW LIBRARY AND THE LILLIAN & MILFORD HARRIS LIBRARY IN THE MANDEL SCHOOL OF APPLIED SOCIAL SCIENCES. THE LIBRARIES OF THE UNIVERSITY SUPPORT THE UNDERGRADUATE, GRADUATE AND PROFESSIONAL PROGRAMS AND CONTAIN OVER 3 MILLION VOLUMES. CASE WESTERN RESERVE UNIVERSITY OFFERS ASSISTANCE TO ITS STUDENTS TO HELP MEET FINANCIAL NEED OR TO RECOGNIZE OUTSTANDING ACADEMIC ACHIEVEMENT AND PROMISE. ACADEMIC EXCELLENCE IS RECOGNIZED BY THE ACADEMIC AWARDS PROGRAM AND OTHER SCHOLARSHIP PROGRAMS OF THE UNDERGRADUATE COLLEGES AND BY VARIOUS ASSISTANTSHIPS, FELLOWSHIPS, SCHOLARSHIPS AND OTHER AWARDS OF INDIVIDUAL DEPARTMENTS IN THE SCHOOL OF GRADUATE STUDIES AND SEVERAL OF THE PROFESSIONAL SCHOOLS. CASE WESTERN RESERVE UNIVERSITY ACTIVELY PROMOTES THE DEVELOPMENT OF SERVICES AND PROGRAMS TO SUPPORT THE PHYSICAL, EMOTIONAL AND INTELLECTUAL WELL-BEING OF ITS STUDENTS.' THE PROGRAMS AND SERVICES ARE AVAILABLE TO UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS ALIKE AND ARE DESIGNED TO PROVIDE POSITIVE, DEVELOPMENTAL OPPORTUNITIES BOTH TO SUPPLEMENT THE ACADEMIC EXPERIENCE AND ENRICH CAMPUS LIFE.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$76,063,589TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$61,789,212TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$974,968,642TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document13454IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee10235EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members41GoverningBodyVotingMembersCnt
Independent Voting Member41IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN F SIDERASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2163682126PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110900 EUCLID AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441067006ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Barbara Snyder
President; Ex Officio Trustee60.0Yes (X)Yes (X)$1,123,238$0$296,243
Steven M Altschuler MD
Trustee2.0Yes (X)$0$0$0
Virginia Barbato
Trustee2.0Yes (X)$0$0$0
Colleen Batcheler
Trustee2.0Yes (X)$0$0$0
Linda Burnes Bolton PhD
Trustee2.0Yes (X)$0$0$0
Timothy J Callahan
Vice Chair of The Board of Trustees2.0Yes (X)$0$0$0
Archie G Co
Trustee2.0Yes (X)$0$0$0
Scott Cowen
Trustee2.0Yes (X)$0$0$0
Fred DiSanto
Trustee2.0Yes (X)$0$0$0
Thalia Dorwick PhD
Vice Chair of The Board of Trustees2.0Yes (X)$0$0$0
Geoffrey Duyk MD PhD
Trustee2.0Yes (X)$0$0$0
Gregory Eastwood MD
Trustee2.0Yes (X)$0$0$0
Charles D Fowler
Trustee2.0Yes (X)$0$0$0
Vincent Gaudiani MD
Trustee2.0Yes (X)$0$0$0
Julie Gerberding MD MPH
Trustee2.0Yes (X)$0$0$0
Susie Gharib
Trustee2.0Yes (X)$0$0$0
Joie A Gregor
Trustee2.0Yes (X)$0$0$0
Charles Hallberg
Trustee2.0Yes (X)$0$0$0
Daniel P Harrington
Trustee2.0Yes (X)$0$0$0
Samir N Jadallah
Trustee2.0Yes (X)$0$0$0
Mary Ann Jorgenson
Trustee2.0Yes (X)$0$0$0
Hemant R Kanakia PhD
Trustee2.0Yes (X)$0$0$0
Joseph P Keithley
Trustee2.0Yes (X)$0$0$0
Charles J Koch
Trustee2.0Yes (X)$0$0$0
Frank N Linsalata
Trustee2.0Yes (X)$0$0$0
Toby Lewis
Trustee2.0Yes (X)$0$0$0
George L Majoros Jr
Trustee2.0Yes (X)$0$0$0
Joseph Mandato
Trustee2.0Yes (X)$0$0$0
Thomas Mandel
Trustee2.0Yes (X)$0$0$0
Milton Marquis
Trustee2.0Yes (X)$0$0$0
Ellen Stirn Mavec
Trustee2.0Yes (X)$0$0$0
Thomas F McKee
Trustee2.0Yes (X)$0$0$0
Sara Moll PhD
Trustee2.0Yes (X)$0$0$0
Dominic Ozanne
Trustee2.0Yes (X)$0$0$0
Robert Pavey
Trustee2.0Yes (X)$0$0$0
Brian J Ratner
Trustee2.0Yes (X)$0$0$0
James Ratner
Trustee2.0Yes (X)$0$0$0
Donald J Richards
Vice Chair of The Board of Trustees2.0Yes (X)$0$0$0
Joseph B Richey
Trustee2.0Yes (X)$0$0$0
Joseph A Sabatini
Trustee2.0Yes (X)$0$0$0
Theodore L Schroeder
Trustee2.0Yes (X)$0$0$0
Alan L Schwartz MD PhD
Trustee2.0Yes (X)$0$0$0
Lawrence M Sears
Trustee2.0Yes (X)$0$0$0
Andrew Wasynczuk
Trustee2.0Yes (X)$0$0$0
Mark Weinberger
Trustee2.0Yes (X)$0$0$0
Scott A Wolstein
Trustee2.0Yes (X)$0$0$0
James C Wyant PhD
Chairman of The Board of Trustees2.0Yes (X)$0$0$0
John Sideras
Sr. Vice President for Finance & CFO60.0Yes (X)$478,177$0$65,348
Sally Staley
Chief Investment Officer60.0Yes (X)$511,293$0$34,387
William Baeslack
Provost & Executive Vice President60.0Yes (X)$524,804$0$40,266
Robert Brown
Treasurer60.0Yes (X)$234,419$0$40,414
Elizabeth Keefer
Senior VP of Administration, General Counsel & Secretary60.0Yes (X)$637,809$0$35,894
Cyrus Taylor
Professor & Dean60.0$352,730$0$87,426Yes (X)
Bruce Loessin
Sr. VP for University Relations and Development60.0$558,170$0$41,644Yes (X)
Pamela Davis
Vice President, Dean & Professor60.0$756,150$0$35,474Yes (X)
Dale Baur
Associate Professor60.0$572,754$0$40,073Yes (X)
Stanton Gerson
Professor60.0$461,467$0$38,322Yes (X)
Gerald Ferretti
Professor60.0$459,824$0$38,711Yes (X)
Jonathan Haines
Professor60.0$455,497$0$39,933Yes (X)
Mark Chance
Professor60.0$439,285$0$43,965Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,565,617TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$878,100TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K716IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Marous Brothers Construction
1702 Joseph Lloyd ParkwayWilloughbyOH44094Construction Services$27,769,285
Turner Construction Company
1422 Euclid AvenueCLEVELANDOH44115CONSTRUCTION SERVICES$26,822,529
BON APPETIT
10900 EUCLID AVENUECLEVELANDOH44106CATERING & MEAL PLAN SERVICES$12,712,860
Regency Construction Services Inc
14600 Detroit RoadLakewoodOH44107Construction Services$9,292,571
KELLY SERVICES INC
PO BOX 820405PHILADELPHIAPA191820405STAFFING SERVICES$5,900,010
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K430CntrctRcvdGreaterThan100KCnt
Government Grants$277,229,524GovernmentGrantsAmt
All Other Contributions$264,244,818AllOtherContributionsAmt
Noncash Contributions$314,975NoncashContributionsAmt
Total Contributions$541,474,342TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition and Fees611430$426,431,827$426,431,827
Sales and Service Aux713940$60,720,813$58,916,973$1,803,840
Sales and Service Edu541800$72,115,847$72,115,847
Medicare/Medicaid900099$1,068,399$1,068,399

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$560,336,886TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,746,250TotalRevenueColumnAmt
Unrelated Business Revenue-$40,870UnrelatedBusinessRevenueAmt
Exclusion$11,787,120ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$173,681TotalRevenueColumnAmt
Exclusion$173,681ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$933,052RealAmt
Personal$2,198,211PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$997,095RealAmt
Personal$2,711,947PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$64,043RealAmt
Personal-$513,736PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$577,779TotalRevenueColumnAmt
Unrelated Business Revenue$56,473UnrelatedBusinessRevenueAmt
Exclusion-$634,252ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,669,323,380SecuritiesAmt
Other$340,776OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,634,899,850SecuritiesAmt
Other$961,646OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$34,423,530SecuritiesAmt
Other-$620,870OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,802,660TotalRevenueColumnAmt
Exclusion$33,802,660ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,146,956,040TotalRevenueColumnAmt
Related Or Exempt Func Income$558,533,046RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,819,443UnrelatedBusinessRevenueAmt
Exclusion$45,129,209ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$170,819,067TotalAmt
Program Services$170,819,067ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$4,359,102TotalAmt
Program Services$4,359,102ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,705,076TotalAmt
Program Services$1,230,090ProgramServicesAmt
Management And General$3,853,605ManagementAndGeneralAmt
Fundraising$621,381FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$350,169,626TotalAmt
Program Services$309,385,990ProgramServicesAmt
Management And General$34,522,089ManagementAndGeneralAmt
Fundraising$6,261,547FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$30,614,473TotalAmt
Program Services$26,634,592ProgramServicesAmt
Management And General$3,367,592ManagementAndGeneralAmt
Fundraising$612,289FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$41,364,148TotalAmt
Program Services$34,745,884ProgramServicesAmt
Management And General$4,407,636ManagementAndGeneralAmt
Fundraising$2,210,628FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$22,019,597TotalAmt
Program Services$19,157,049ProgramServicesAmt
Management And General$2,422,156ManagementAndGeneralAmt
Fundraising$440,392FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,169,115TotalAmt
Management And General$1,169,115ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,788,100TotalAmt
Program Services$226,132ProgramServicesAmt
Management And General$4,556,917ManagementAndGeneralAmt
Fundraising$5,051FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$494,462TotalAmt
Management And General$494,462ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$306,855TotalAmt
Management And General$306,855ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$155,659TotalAmt
Fundraising$155,659FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,316,801TotalAmt
Management And General$10,316,801ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$52,716,352TotalAmt
Program Services$44,156,220ProgramServicesAmt
Management And General$8,246,609ManagementAndGeneralAmt
Fundraising$313,523FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,478,479TotalAmt
Program Services$2,222,531ProgramServicesAmt
Management And General$242,993ManagementAndGeneralAmt
Fundraising$12,955FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$64,189,551TotalAmt
Program Services$62,578,961ProgramServicesAmt
Management And General$858,359ManagementAndGeneralAmt
Fundraising$752,231FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,846,128TotalAmt
Program Services$6,584,898ProgramServicesAmt
Management And General$3,191,974ManagementAndGeneralAmt
Fundraising$69,256FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$51,575,540TotalAmt
Program Services$50,210,623ProgramServicesAmt
Management And General$1,336,465ManagementAndGeneralAmt
Fundraising$28,452FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,053,686TotalAmt
Program Services$14,888,342ProgramServicesAmt
Management And General$742,084ManagementAndGeneralAmt
Fundraising$423,260FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,248,694TotalAmt
Program Services$4,489,494ProgramServicesAmt
Management And General$709,018ManagementAndGeneralAmt
Fundraising$50,182FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$13,523,672TotalAmt
Program Services$11,937,200ProgramServicesAmt
Management And General$1,586,472ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$11,733,729TotalAmt
Program Services$11,733,729ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$69,146,063TotalAmt
Program Services$60,324,402ProgramServicesAmt
Management And General$8,821,661ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,940,998TotalAmt
Program Services$2,202,044ProgramServicesAmt
Management And General$10,738,954ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CCLCM$92,112,160$92,112,160
Research$40,803,899$40,803,899
Other Expenses$13,064,010$4,166,233$8,892,823$4,954

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,097,715,042TotalAmt
Program Services$974,968,642ProgramServicesAmt
Management And General$110,784,640ManagementAndGeneralAmt
Fundraising$11,961,760FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$71,713,434BOYAmt
EOY$67,384,370EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$71,382,252BOYAmt
EOY$71,959,948EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$140,234,805BOYAmt
EOY$157,115,223EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,969,722BOYAmt
EOY$16,459,926EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$54,728,861BOYAmt
EOY$55,582,324EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$167,664BOYAmt
EOY$168,036EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,465,806BOYAmt
EOY$35,803,951EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,754,891,574LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$978,574,118LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$766,094,450BOYAmt
EOY$776,317,456EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$445,926,125BOYAmt
EOY$390,468,537EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,119,365,306BOYAmt
EOY$1,068,233,568EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$336,824,666BOYAmt
EOY$312,635,339EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,021,873,091BOYAmt
EOY$2,952,128,678EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$70,584,743BOYAmt
EOY$55,464,069EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$562,156,561BOYAmt
EOY$542,427,529EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$21,162,500BOYAmt
EOY$33,862,500EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$195,379,370BOYAmt
EOY$242,446,817EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$849,283,174BOYAmt
EOY$874,200,915EOYAmt

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$201,953,120BOYAmt
EOY$152,656,858EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$969,913,110BOYAmt
EOY$916,184,519EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,000,723,687BOYAmt
EOY$1,009,086,386EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,172,589,917BOYAmt
EOY$2,077,927,763EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,021,873,091BOYAmt
EOY$2,952,128,678EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$49,240,998ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$101,335,453NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$42,567,699OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$508,711,824CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$500,622,231CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$492,731,798CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$476,189,361CurrentTaxYearMinus1YearAmt
Current Tax Year$541,474,342CurrentTaxYearAmt
Total$2,519,729,556TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$508,711,824CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$500,622,231CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$492,731,798CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$476,189,361CurrentTaxYearMinus1YearAmt
Current Tax Year$541,474,342CurrentTaxYearAmt
Total$2,519,729,556TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$2,519,729,556PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$27,071,860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,691,051CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$37,928,144CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$83,843,847CurrentTaxYearMinus1YearAmt
Current Tax Year$13,919,184CurrentTaxYearAmt
Total$38,454,078TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,694,946CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,548,334CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$12,243,280TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$2,570,426,914TotalSupportAmt
Gross Receipts Rltd Activities$2,423,317,063GrossReceiptsRltdActivitiesAmt
Public Support CY1700.9803PublicSupportCY170Pct
Public Support PY1700.0PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$307,794MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$306,855DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$614,649TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYSTATE RELATIONS July 2015 - September 2015 * Jennifer Ruggles, Julie Rehm - Participated in School of Medicine Visit/Tour w/ Director Moody, Office of Health Transformation * Jennifer Ruggles - Attended AICUO/OFIC Annual Meeting, Ohio Department of Higher Education Chancellor Carey in attendance October 2015 - December 2015 * Jennifer Ruggles - Attended Greater Cleveland Partnership event featuring Ohio Secretary of State Jon Husted * Jennifer Ruggles - Participated in Graduate Medical Education Study Committee Hearing in Columbus with the Governor's Office of Health Transformation * Julie Rehm, Jennifer Ruggles - Call with Director McCarthy, Ohio Department of Medicaid * Julie Rehm - Call with State Representative Ron Amstutz re: State Capital Bill * Julie Rehm, Jenn Ruggles - Meetings with State Senators Eklund, Patton, Yuko & State Representatives Dovilla, Sweeney, Anielski, Howse, Patmon and Amstutz re: State Capital Bill * Julie Rehm, Jenn Ruggles - Call with Governor's Office re: State Capital Bill January 2016 - March 2016 * Julie Rehm, Jenn Ruggles - Participated in call with Ohio Senate President Keith Faber & Ohio House Speaker Cliff Rosenberger re: State Capital Bill * Jenn Ruggles - Attended meetings with Ohio Representative Ron Amstutz and Representative Ryan Smith re: State Capital Bill * Julie Rehm, Jenn Ruggles, Ryan Pierce - Attended meeting at Cleveland Clinic with Ohio Representatives Janine Boyd, Kent Smith, Martin Sweeney, Nickie Antonio, Nan Baker and Ohio State Senator Sandra Williams re: State Capital Bill * Jenn Ruggles - Attended Greater Cleveland Partnership meeting to discuss State Capital Bill * Ryan Pierce - Attended Greater Cleveland Partnership Morning Conversation with State Representative Kirk Schuring April 2016 - June 2016 * Julie Rehm, Jenn Ruggles - Attended Meeting with State of Ohio Department of Higher Education Chancellor Carey re: School of Medicine funding * Jenn Ruggles - Joined conference call with Ohio State Representative Stephanie Howse re: Maker Movement Cleveland tour * Julie Rehm, Jenn Ruggles, Ryan Pierce - Participated in White House OSTP Visit to campus & meeting w/ Ohio State Representative Stephanie Howse * Jenn Ruggles - Attended Greater Cleveland Partnership Morning Conversation Forum with Ohio State Senator Larry Obhof * Julie Rehm, Jenn Ruggles - Participated in conference call with McCarthy, Ohio Department of Medicaid, regarding School of Medicine funding FEDERAL RELATIONS July 2015 - September 2015 * Julie Rehm, Jenn Ruggles, Ryan Pierce - Participated in Conference Call with Senate Defense Appropriations Committee Staff re: university-based research * Julie Rehm, Jenn Ruggles, Ryan Pierce - Hosted event & press conference with Congresswoman Marcia L. Fudge regarding university-based cancer research & the Specialized Programs of Research Excellence (SPORE) * Julie Rehm, Jenn Ruggles - Participated in CWRU Campus Tour with Congressman Mike Turner * Julie Rehm, Jenn Ruggles - Met with NSF Legislative Liaison re: university-based research * Julie Rehm, Jenn Ruggles - Met with U.S. Department of Education policy advisor re: campus-based aid & impact on higher education October 2015 - December 2015 * Julie Rehm, Jennifer Ruggles - Participated in phone call with staff from the Office of Congresswoman Marcy Kaptur re: university-based research and the Joint Warfighter Program (medical research) * Jennifer Ruggles - Met with staff from Offices of Congressman Tim Ryan, Congressman David Joyce, and Senator Brown re: Interprofessional Education JANUARY 2016 - MARCH 2016 * Julie Rehm, Jennifer Ruggles - Attended meetings with Office of Senators Portman and Brown, and Representatives Ryan, Kaptur and Joyce re: FY17 Appropriations Priorities * Julie Rehm, Jennifer Ruggles - Hosted local offices of Senators Portman and Brown for U.S. State Department program visit * Julie Rem, Jenn Ruggles - Hosted Representative Marcy Kaptur & Department of Energy Assistant Secretary Danielson to meet CWRU faculty and students April 2016- June 2016 * Julie Rehm, Jenn Ruggles - Participated in call with Office of Marcy Kaptur re: Ukraine Civil Society State Department research efforts * Julie Rehm, Jenn Ruggles, Ryan Pierce - Participated in White House OSTP Visit to campus & meeting w/ Ohio State Representative Stephanie Howse * Jenn Ruggles - Participated in meetings with Office of Congressman David Joyce and Senator Sherrod Brown re: Sexual Assault research * Jenn Ruggles - Joined the Greater Cleveland Partnership DC Fly-in event at the Capitol Visitor Center * Jenn Ruggles - Participated in call with Office of Congresswoman Marcy Kaptur re: research projects * Julie Rehm, Jenn Ruggles - Attended Senator Sherrod Brown's City Club of Cleveland Presentation * Julie Rehm, Jenn Ruggles - Attended meetings with U.S. Representatives Dave Joyce, Jim Renacci, Mike Turner, Bobby Scott, and Marcy Kaptur, as well as offices of Senators Sherrod Brown, Lamar Alexander and Patty Murray, Congressman Tim Ryan, Congresswoman Marcia Fudge, Congresswoman Virginia Foxx regarding FY17 education and research priorities * Julie Rehm, Jenn Ruggles, Ryan Pierce - Participated in Library of Congress event featuring guests, including: Senator Sherrod Brown, Congressman Bob Gibbs, Congressman David Joyce, Congressman Jim Renacci, Congressman Pat Tiberi, and Congressman Mike Turner * Julie Rehm, Jenn Ruggles - Attended event with U.S. Vice President Joe Biden
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYSTATE RELATIONS July 2015 - September 2015 * Jennifer Ruggles, Julie Rehm - Participated in School of Medicine Visit/Tour w/ Director Moody, Office of Health Transformation * Jennifer Ruggles - Attended AICUO/OFIC Annual Meeting, Ohio Department of Higher Education Chancellor Carey in attendance October 2015 - December 2015 * Jennifer Ruggles - Attended Greater Cleveland Partnership event featuring Ohio Secretary of State Jon Husted * Jennifer Ruggles - Participated in Graduate Medical Education Study Committee Hearing in Columbus with the Governor's Office of Health Transformation * Julie Rehm, Jennifer Ruggles - Call with Director McCarthy, Ohio Department of Medicaid * Julie Rehm - Call with State Representative Ron Amstutz re: State Capital Bill * Julie Rehm, Jenn Ruggles - Meetings with State Senators Eklund, Patton, Yuko & State Representatives Dovilla, Sweeney, Anielski, Howse, Patmon and Amstutz re: State Capital Bill * Julie Rehm, Jenn Ruggles - Call with Governor's Office re: State Capital Bill January 2016 - March 2016 * Julie Rehm, Jenn Ruggles - Participated in call with Ohio Senate President Keith Faber & Ohio House Speaker Cliff Rosenberger re: State Capital Bill * Jenn Ruggles - Attended meetings with Ohio Representative Ron Amstutz and Representative Ryan Smith re: State Capital Bill * Julie Rehm, Jenn Ruggles, Ryan Pierce - Attended meeting at Cleveland Clinic with Ohio Representatives Janine Boyd, Kent Smith, Martin Sweeney, Nickie Antonio, Nan Baker and Ohio State Senator Sandra Williams re: State Capital Bill * Jenn Ruggles - Attended Greater Cleveland Partnership meeting to discuss State Capital Bill * Ryan Pierce - Attended Greater Cleveland Partnership Morning Conversation with State Representative Kirk Schuring April 2016 - June 2016 * Julie Rehm, Jenn Ruggles - Attended Meeting with State of Ohio Department of Higher Education Chancellor Carey re: School of Medicine funding * Jenn Ruggles - Joined conference call with Ohio State Representative Stephanie Howse re: Maker Movement Cleveland tour * Julie Rehm, Jenn Ruggles, Ryan Pierce - Participated in White House OSTP Visit to campus & meeting w/ Ohio State Representative Stephanie Howse * Jenn Ruggles - Attended Greater Cleveland Partnership Morning Conversation Forum with Ohio State Senator Larry Obhof * Julie Rehm, Jenn Ruggles - Participated in conference call with McCarthy, Ohio Department of Medicaid, regarding School of Medicine funding FEDERAL RELATIONS July 2015 - September 2015 * Julie Rehm, Jenn Ruggles, Ryan Pierce - Participated in Conference Call with Senate Defense Appropriations Committee Staff re: university-based research * Julie Rehm, Jenn Ruggles, Ryan Pierce - Hosted event & press conference with Congresswoman Marcia L. Fudge regarding university-based cancer research & the Specialized Programs of Research Excellence (SPORE) * Julie Rehm, Jenn Ruggles - Participated in CWRU Campus Tour with Congressman Mike Turner * Julie Rehm, Jenn Ruggles - Met with NSF Legislative Liaison re: university-based research * Julie Rehm, Jenn Ruggles - Met with U.S. Department of Education policy advisor re: campus-based aid & impact on higher education October 2015 - December 2015 * Julie Rehm, Jennifer Ruggles - Participated in phone call with staff from the Office of Congresswoman Marcy Kaptur re: university-based research and the Joint Warfighter Program (medical research) * Jennifer Ruggles - Met with staff from Offices of Congressman Tim Ryan, Congressman David Joyce, and Senator Brown re: Interprofessional Education JANUARY 2016 - MARCH 2016 * Julie Rehm, Jennifer Ruggles - Attended meetings with Office of Senators Portman and Brown, and Representatives Ryan, Kaptur and Joyce re: FY17 Appropriations Priorities * Julie Rehm, Jennifer Ruggles - Hosted local offices of Senators Portman and Brown for U.S. State Department program visit * Julie Rem, Jenn Ruggles - Hosted Representative Marcy Kaptur & Department of Energy Assistant Secretary Danielson to meet CWRU faculty and students April 2016- June 2016 * Julie Rehm, Jenn Ruggles - Participated in call with Office of Marcy Kaptur re: Ukraine Civil Society State Department research efforts * Julie Rehm, Jenn Ruggles, Ryan Pierce - Participated in White House OSTP Visit to campus & meeting w/ Ohio State Representative Stephanie Howse * Jenn Ruggles - Participated in meetings with Office of Congressman David Joyce and Senator Sherrod Brown re: Sexual Assault research * Jenn Ruggles - Joined the Greater Cleveland Partnership DC Fly-in event at the Capitol Visitor Center * Jenn Ruggles - Participated in call with Office of Congresswoman Marcy Kaptur re: research projects * Julie Rehm, Jenn Ruggles - Attended Senator Sherrod Brown's City Club of Cleveland Presentation * Julie Rehm, Jenn Ruggles - Attended meetings with U.S. Representatives Dave Joyce, Jim Renacci, Mike Turner, Bobby Scott, and Marcy Kaptur, as well as offices of Senators Sherrod Brown, Lamar Alexander and Patty Murray, Congressman Tim Ryan, Congresswoman Marcia Fudge, Congresswoman Virginia Foxx regarding FY17 education and research priorities * Julie Rehm, Jenn Ruggles, Ryan Pierce - Participated in Library of Congress event featuring guests, including: Senator Sherrod Brown, Congressman Bob Gibbs, Congressman David Joyce, Congressman Jim Renacci, Congressman Pat Tiberi, and Congressman Mike Turner * Julie Rehm, Jenn Ruggles - Attended event with U.S. Vice President Joe Biden

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,439,174,377BeginningYearBalanceAmt
Contributions$30,818,788ContributionsAmt
Investment Earnings Or Losses-$50,526,381InvestmentEarningsOrLossesAmt
Grants Or Scholarships$33,980,534GrantsOrScholarshipsAmt
Other Expenditures$31,791,777OtherExpendituresAmt
Administrative Expenses$3,590,595AdministrativeExpensesAmt
End Year Balance$1,350,103,878EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,380,515,000BeginningYearBalanceAmt
Contributions$76,062,659ContributionsAmt
Investment Earnings Or Losses$53,566,932InvestmentEarningsOrLossesAmt
Grants Or Scholarships$32,844,729GrantsOrScholarshipsAmt
Other Expenditures$35,040,423OtherExpendituresAmt
Administrative Expenses$3,085,062AdministrativeExpensesAmt
End Year Balance$1,439,174,377EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,256,078,855BeginningYearBalanceAmt
Contributions$16,174,347ContributionsAmt
Investment Earnings Or Losses$174,202,804InvestmentEarningsOrLossesAmt
Grants Or Scholarships$30,647,318GrantsOrScholarshipsAmt
Other Expenditures$32,661,346OtherExpendituresAmt
Administrative Expenses$2,632,342AdministrativeExpensesAmt
End Year Balance$1,380,515,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,223,893,000BeginningYearBalanceAmt
Contributions$12,199,225ContributionsAmt
Investment Earnings Or Losses$82,557,160InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,426,746GrantsOrScholarshipsAmt
Other Expenditures$37,768,807OtherExpendituresAmt
Administrative Expenses$2,374,977AdministrativeExpensesAmt
End Year Balance$1,256,078,855EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,300,019,447BeginningYearBalanceAmt
Contributions$22,870,000ContributionsAmt
Investment Earnings Or Losses-$16,774,824InvestmentEarningsOrLossesAmt
Grants Or Scholarships$35,655,563GrantsOrScholarshipsAmt
Other Expenditures$43,734,884OtherExpendituresAmt
Administrative Expenses$2,831,176AdministrativeExpensesAmt
End Year Balance$1,223,893,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0332BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.449PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.5178TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,276,953OtherCostOrOtherBasisAmt
Book Value$40,276,953BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,368,359,630OtherCostOrOtherBasisAmt
Depreciation$717,484,093DepreciationAmt
Book Value$650,875,537BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,325,390OtherCostOrOtherBasisAmt
Depreciation$3,950,829DepreciationAmt
Book Value$2,374,561BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$297,112,912OtherCostOrOtherBasisAmt
Depreciation$235,198,567DepreciationAmt
Book Value$61,914,345BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$42,816,689OtherCostOrOtherBasisAmt
Depreciation$21,940,629DepreciationAmt
Book Value$20,876,060BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$776,317,456TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$275,744,505BookValueAmt
Method ValuationFMethodValuationCd

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$792,345,930BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescEquity real estateDesc
Book Value$143,133BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,068,233,568TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescFunds Held By OthersDesc
Book Value$312,635,339BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$312,635,339TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Refundable advances$4,755,541
Pension liability$113,516,307
Refundable federal student loans$28,811,651
Annuities payable$39,321,560
Deferred income and other liabilities$56,041,758
FieldValueIRS element (for citing)
Total Liability$242,446,817TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,034,368,916TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$101,335,453NetUnrealizedGainsInvstAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported-$101,335,453RevenueNotReportedAmt
Revenue Subtotal$1,135,704,369RevenueSubtotalAmt
Investment Expenses Not Incld$13,907,396InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$2,655,725OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$11,251,671RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,146,956,040TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,129,031,070TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$42,567,699OtherExpensesIncludedAmt
Expenses Not Reported$42,567,699ExpensesNotReportedAmt
Expenses Subtotal$1,086,463,371ExpensesSubtotalAmt
Investment Expenses Not Incld2$13,907,396InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$2,655,725OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$11,251,671ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,097,715,042TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1a Collections of art - financial statement footnoteThe University's collections of historically significant artifacts, scientific specimens, and art objects are held for education, research, scientific inquiry, and public exhibition. They are neither disposed of for financial gain nor encumbered in any manner. Accordingly, their value is not reflected in the University's consolidated financial statements.
Schedule D, Part III, Line 4 Collections of art - description of collectionsThe University's collection of historically significant artifacts, scientific specimens, and art objects are held for education, research, scientific inquiry and public exhibition.
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe University's endowments and other donor restricted investments are spent in accordance with the wishes of the donor. Such wishes are typically divided between the needs of the University (unrestricted in its use, plant funds, professorships or instructional, etc.) and the needs of the students (scholarships, awards and prizes, etc.).
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe University is exempt from federal income tax to the extent provided under section 501(c)(3) of the Internal Revenue Code. The University is classified as an organization that is not a private foundation under section 509(a) of the Internal Revenue Code because it is described in sections 509(a)(1) and 170(b)(1)(A)(ii) and, as such, gifts to the University qualify for deduction as charitable contributions. The University is exempt from federal income tax however; it is required to pay federal income tax on unrelated business income. The University did not have any material income tax liabilities for the years ended June 30, 2015 and 2014. ASC 740, "Income Taxes," prescribes a recognition threshold and measurement requirements for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. In addition, ASC 740 provides guidance on recognition, classification and disclosure requirements for uncertain tax provisions. The University has no financial reporting requirements associated with ASC 740 for the years ended June 30, 2016 and 2015.
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsAmounts included in rental expense on the statement of revenue - Part VIII, Line 6B that are recorded in expenses on the audited financial statements. - -2655725
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Pension Plan Changes - 42479754 Life Income Actuarial Changes - 87945
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsAmounts included in rental expense on the statement of revenue - Part VIII, Line 6B that are recorded in expenses on the audited financial statements - -2655725

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYThe university meets the requirements of revenue procedure 75-50, 1975-1 C.B. 587, Part III, Section 4.03(2)(B).
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTThe university provides financial aid, which is funded by gifts, endowment income and externally sponsored aid (including federal and state governmental sources), to students based on demonstrated financial need or academic merit. Government advances to qualified students are funded principally with federal loans to the university under the Perkins, nursing and health professions student loan programs.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (20 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesSTUDY ABROAD$26,840
Central America and the Caribbean00Conference Travel$1,000
East Asia and the Pacific018Grantmaking$765,259
East Asia and the Pacific00Conference Travel$4,152
East Asia and the Pacific00Program ServicesResearch$11,163
Europe (Including Iceland and Greenland)00Conference Travel$38,679
Europe (Including Iceland and Greenland)00Grantmaking$584,480
Europe (Including Iceland and Greenland)00Program ServicesStudy Abroad$33,677
North America (Canada & Mexico only)00Conference Travel$1,029
Russia and Neighboring States00Program ServicesResearch$1,500
South America00Program ServicesStudy Abroad$44,517
South America00Grantmaking$127,524
South Asia00Program ServicesConsulting$6,400
Sub-Saharan Africa1210Grantmaking$2,918,195
Sub-Saharan Africa00Conference Travel$1,500
South America00Investments$9,364,471
East Asia and the Pacific00Investments$77,563,783
Europe (Including Iceland and Greenland)00Investments$116,027,449
Sub-Saharan Africa00Investments$6,366,875
North America (Canada & Mexico only)00Investments$5,148,621
FieldValueIRS element (for citing)
Subtotal Offices12SubtotalOfficesCnt
Subtotal Employees28SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office12TotalOfficeCnt
Total Employee28TotalEmployeeCnt
Subtotal Spent$13,930,386SubtotalSpentAmt
Continuation Spent$205,106,728ContinuationSpentAmt
Total Spent$219,037,114TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (43 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
East Asia and the PacificResearch$6,211Wire Transfer$0N/AN/A
East Asia and the PacificResearch$17,204Wire Transfer$0N/AN/A
East Asia and the PacificResearch$5,253Wire Transfer$0N/AN/A
East Asia and the PacificResearch$9,408Wire Transfer$0N/AN/A
East Asia and the PacificResearch$25,036Wire Transfer$0N/AN/A
East Asia and the PacificResearch$6,116Wire Transfer$0N/AN/A
East Asia and the PacificResearch$67,063Wire Transfer$0N/AN/A
East Asia and the PacificResearch$5,250Wire Transfer$0N/AN/A
East Asia and the PacificResearch$246,811Wire Transfer$0N/AN/A
East Asia and the PacificResearch$41,654Wire Transfer$0N/AN/A
East Asia and the PacificResearch$16,435Wire Transfer$0N/AN/A
East Asia and the PacificResearch$94,461Wire Transfer$0N/AN/A
East Asia and the PacificResearch$142,847Wire Transfer$0N/AN/A
East Asia and the PacificResearch$5,859Wire Transfer$0N/AN/A
East Asia and the PacificResearch$59,888Wire Transfer$0N/AN/A
East Asia and the PacificResearch$8,707Wire Transfer$0N/AN/A
Europe (Including Iceland and Greenland)Research$78,009Wire Transfer$0N/AN/A
Europe (Including Iceland and Greenland)Research$8,694Wire Transfer$0N/AN/A
Europe (Including Iceland and Greenland)Research$25,000Wire Transfer$0N/AN/A
Europe (Including Iceland and Greenland)Research$55,000Wire Transfer$0N/AN/A
Europe (Including Iceland and Greenland)Research$55,286Wire Transfer$0N/AN/A
Europe (Including Iceland and Greenland)Research$20,150Wire Transfer$0N/AN/a
Europe (Including Iceland and Greenland)Research$149,808Wire Transfer$0N/AN/A
Europe (Including Iceland and Greenland)Research$96,952Wire Transfer$0N/AN/A
Europe (Including Iceland and Greenland)Research$84,734Wire Transfer$0N/AN/A
South AmericaResearch$127,524Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$21,141Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$46,738Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$84,870Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$21,000Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$6,000Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$323,295Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$143,011Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$65,234Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$13,779Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$30,948Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$145,947Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$150,686Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$144,787Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$16,234Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$338,102Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$1,298,970Wire Transfer$0N/AN/A
Sub-Saharan AfricaResearch$49,000Wire Transfer$0N/AN/A
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org43TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsThe university requires itemized receipts and/or invoices for all expenditures. Transactions are reviewed and approved on multiple levels. This enables monitoring of the types and amounts of funds which are Expended outside of the United States.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSThe university requires itemized receipts and/or invoices for all expenditures. Transactions are reviewed and approved on multiple levels. This enables monitoring of the types and amounts of funds which are Expended outside of the United States.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
GRENZEBACH GLIER & ASSOCIATES
401 NORTH MICHIGAN AVENUECHICAGOIL60611CONSULTING SERVICESfalse$0$40,465-$40,465
ROGER CERNE
7690 MOUNTAIN ASH DRIVECONCORDOH44060PROFESSIONAL SOLICITATIONfalse$0$115,194-$115,194
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$155,659TotalRetainedByContractorsAmt
Total Net To Organization-$155,659TotalNetToOrganizationAmt
Licensed StatesDCLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesNVLicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
TUITION AND FEES6218$116,012,435$0N/AN/A
FELLOWS - TUITION AND FEES3812$53,093,671$0N/AN/A
STIPENDS AND ALLOWANCES856$1,712,961$0N/AN/A

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part III, Column (b) Estimated Number Of RecipientsTUITION AND FEES : TUITION AND FEES: Estimate is based on the percentage of students who received assistance for tuition in the prior year.
Schedule I, Part III, Column (b) Estimated Number Of RecipientsFELLOWS - TUITION AND FEES : FELLOWS - TUITION AND FEES: Estimate is based on the percentage of students who received fellowships for tuition and fees in the prior year.
Schedule I, Part III, Column (b) Estimated Number Of RecipientsSTIPENDS AND ALLOWANCES : STIPEND AND ALLOWANCES: Estimate is based on the percentage of students who received stipends in the prior year.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.The Office of Sponsored Projects administration directs and facilitates pre- and post-award processes by ensuring compliance with federal, state and University guidelines. It also oversees regulatory compliance activities to ensure safe, ethical and responsible conduct of research. In addition, the office is responsible for enhancing the research infrastructure of the institution as well as developing and monitoring policies related to the stewardship of research activities.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Barbara Snyder
President; Ex Officio Trustee$700,312$0$175,000$0$247,926$0$266,645$0$29,598$0$1,419,481$0$150,000$0
John Sideras
Sr. Vice President for Finance & CFO$407,855$0$50,000$0$20,322$0$29,145$0$36,203$0$543,525$0$0$0
Sally Staley
Chief Investment Officer$283,460$0$209,629$0$18,204$0$29,145$0$5,242$0$545,680$0$0$0
William Baeslack
Provost & Executive Vice President$492,189$0$0$0$32,615$0$29,145$0$11,121$0$565,070$0$0$0
Robert Brown
Treasurer$234,419$0$0$0$0$0$27,058$0$13,356$0$274,833$0$0$0
Elizabeth Keefer
Senior VP of Administration, General Counsel & Secretary$580,618$0$35,000$0$22,191$0$29,145$0$6,749$0$673,703$0$0$0
Cyrus Taylor
Professor & Dean$350,408$0$0$0$2,322$0$29,145$0$58,281$0$440,156$0$0$0
Bruce Loessin
Sr. VP for University Relations and Development$474,734$0$60,000$0$23,436$0$29,145$0$12,499$0$599,814$0$0$0
Pamela Davis
Vice President, Dean & Professor$665,950$0$68,000$0$22,200$0$29,145$0$6,329$0$791,624$0$0$0
Dale Baur
Associate Professor$568,799$0$0$0$3,955$0$29,145$0$10,928$0$612,827$0$0$0
Stanton Gerson
Professor$457,903$0$0$0$3,564$0$29,145$0$9,177$0$499,789$0$0$0
Gerald Ferretti
Professor$459,224$0$0$0$600$0$28,085$0$10,626$0$498,535$0$0$0
Jonathan Haines
Professor$453,175$0$0$0$2,322$0$29,145$0$10,788$0$495,430$0$0$0
Mark Chance
Professor$436,963$0$0$0$2,322$0$29,145$0$14,820$0$483,250$0$0$0

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelThere may be instances where first class travel is necessary. In these instances prior approval must be secured. Reimbursement for upgraded travel that does not comply with the University guidelines is made at the policy supported economy class level.
Schedule J, Part I, Line 1a Travel for companionsThe University's Travel Policy stipulates no reimbursement for travel-related expenses of a companion unless it provides a clear and direct benefit to the University. The policy establishes the guidelines and approvals required. On occasion the president is asked to participate in off site professional meetings where leadership and their spouses from various University's gather for professional development and other business purposes. The contract between the president and the University requires the spouse be available for such meetings.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsThe University has followed its long established past practice of administering gross-up payments additionally, written policies were put into place in 2009.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useThe University provides housing for the President. The housing is on the edge of campus and is provided for the benefit of the University because of the substantial demands that it places on the President. A written policy has been approved by the Board of Directors.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesFor health or social club dues or initiation fees, a written policy was in place and adhered to. At each year end a determination is made what portion is allocable as personal. The portion that is deemed personal is then added to the W-2 earnings and is taxable to the employee.
Schedule J, Part I, Line 1a Personal servicesCleaning services are provided at the University owned house occupied by the President. Periodically the University makes an assessment of the services and whether any portion is taxable to the President. At such time (if applicable) the taxable amount would be includable in W-2 wages for the President.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planBarbara Snyder was issued $200,000 of deferred compensation in calendar year 2015, none of which has been paid. In 2015 25% vested upon issuance, with an additional 25% vesting in each of the three subsequent years.
Schedule J, Part I, Line 7 Non-fixed paymentsFor non-fixed payments, accomplishment of set performance indicators both financial and non-financial are required to receive such payments.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
A34684967467756BTA82006-12-21$91,083,060REFUND 1997A&C, 2002B AND 2004Afalsefalsefalse
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
B34684967467756BVL12008-05-21$181,277,464REFUND 2004Bfalsefalsefalse
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
C34684967467756BZR42012-11-28$33,470,557Refund 2004A and Equipment Leasefalsefalsefalse
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
D34684967467756DCD62013-12-03$47,484,887Refund 2004Afalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$5,755,000$0$91,083,060$0$0$0$1,258,133$0$0$0$89,824,927$02009falseYes (true)Yes (true)Yes (true)
B$73,350,000$0$181,277,464$0$0$0$1,913,585$0$0$0$179,363,879$02009Yes (true)falseYes (true)Yes (true)
C$2,525,000$0$33,470,557$0$0$0$397,318$0$0$0$33,073,239$02009Yes (true)Yes (true)Yes (true)Yes (true)
D$5,990,000$0$47,498,442$0$0$0$470,441$0$0$0$47,028,001$0Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)false0.00.00.0falsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)false0.00090.01030.0112falsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)false0.00.00.0falsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)false0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
BfalsefalsefalseYes (true)Yes (true)falsefalsefalseYes (true)
CfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)
DfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part II, Line 3 Issue Price and Total Proceeds of Issue Difference Bond DThe difference in the amount indicated in Part II, Line 3 and the issue price in Part I, Column e is accrued interest.
Schedule K, Part II, Line 3 Issue Price and Total Proceeds of Issue Difference Bond A2The difference in the amount indicated in Part II, Line 3 and the issue price in Part I, Column e is accrued interest.
Schedule K, Part II, Line 3 Issue Price and Total Proceeds of Issue Difference Bond B2The difference in the amount indicated in Part II, Line 3 and the issue price in Part I, Column e is accrued interest.
Schedule K, Part II, Line 3 Issue Price and Total Proceeds of Issue Difference Bond D2The difference in the amount indicated in Part II, Line 3 and the issue price in Part I, Column e is accrued interest.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION The calculation for computing no rebate due was performed on 12/21/2016
Schedule K, Part IV, Line 2c COLUMN BIssuer name: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION The calculation for computing no rebate due was performed on 05/21/2013

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
A34684967467756DCG92014-03-13$67,500,000Refund 2008Bfalsefalsefalse
Ohio Higher Education Facility Commission
B34684967467756DCZ72015-02-01$56,887,436Construction of Building & Refund Triangle HUD Loanfalsefalsefalse
Ohio Higher Education Facility Commission
C3468496740000000002015-07-01$75,480,000Refund 2001A & 2002Afalsefalsefalse
Ohio Higher Education Facility Commission
D3468496740000000002013-02-12$63,000,000Refund Commercial Paper Program Ifalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$0$0$67,500,786$0$0$0$0$0$0$0$67,500,786$0Yes (true)falseYes (true)Yes (true)
B$1,230,000$0$56,904,640$0$0$0$707,251$0$0$44,542,842$9,103,157$2,551,390Yes (true)falsefalseYes (true)2015
C$700,000$0$75,480,000$0$0$0$0$0$0$0$75,480,000$0Yes (true)falseYes (true)Yes (true)
D$3,000,000$0$65,294,163$0$0$0$455,130$0$0$0$64,839,033$0falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)false0.00050.00610.0066falsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)false0.02380.00.0238falsefalseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)false0.00290.0330.0359Yes (true)falseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)false0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalseYes (true)falsefalseYes (true)falsefalsefalseYes (true)
BfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)
CfalseYes (true)falsefalseYes (true)falsefalsefalseYes (true)
DfalseYes (true)falsefalseYes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Ohio Higher Education Facility CommissionBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN346849674BondIssuerEIN
CUSIP000000000CUSIPNum
Bond Issued2013-02-15BondIssuedDt
Issue Price$30,000,000IssuePriceAmt
PurposeCapital Expenditures and Refund Commercial Paper IPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$21,890,000RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$30,000,000TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$226,234IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$26,773,766CapitalExpendituresAmt
Other Spent Proceeds$3,000,000OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2015SubstantialCompletionYr
Current RefundingYes (true)CurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsYes (true)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsYes (true)AnyResearchAgreementsInd
Engage Bond Counsel ResearchfalseEngageBondCounselResearchInd
Private Bus Use By Others0.0PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.0TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$144,221NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Equipment11$100,921Cost
Yes (X)Fundraiser Donations37$48,002Cost
Yes (X)Company Products4$2,599Cost
Yes (X)Event Costs6$19,232Cost
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationBooks and publications - : The number of contributions received Other - Equipment: The number of contributions received Other - Fundraiser Donations: The number of contributions received Other - Company Products: The number of contributions received Other - Event Costs: The number of contributions receivedExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 76,063,589 including grants of $)(Revenue $ 61,789,212) OTHER SPONSORED PROGRAMS: THE UNIVERSITY'S LIBRARY SYSTEM IS COMPOSED OF FOUR PRIMARY UNITS: THE UNIVERSITY LIBRARY, THE CLEVELAND HEALTH SCIENCES LIBRARY, THE SCHOOL OF LAW LIBRARY AND THE LILLIAN & MILFORD HARRIS LIBRARY IN THE MANDEL SCHOOL OF APPLIED SOCIAL SCIENCES. THE LIBRARIES OF THE UNIVERSITY SUPPORT THE UNDERGRADUATE, GRADUATE AND PROFESSIONAL PROGRAMS AND CONTAIN OVER 3 MILLION VOLUMES. CASE WESTERN RESERVE UNIVERSITY OFFERS ASSISTANCE TO ITS STUDENTS TO HELP MEET FINANCIAL NEED OR TO RECOGNIZE OUTSTANDING ACADEMIC ACHIEVEMENT AND PROMISE. ACADEMIC EXCELLENCE IS RECOGNIZED BY THE ACADEMIC AWARDS PROGRAM AND OTHER SCHOLARSHIP PROGRAMS OF THE UNDERGRADUATE COLLEGES AND BY VARIOUS ASSISTANTSHIPS, FELLOWSHIPS, SCHOLARSHIPS AND OTHER AWARDS OF INDIVIDUAL DEPARTMENTS IN THE SCHOOL OF GRADUATE STUDIES AND SEVERAL OF THE PROFESSIONAL SCHOOLS. CASE WESTERN RESERVE UNIVERSITY ACTIVELY PROMOTES THE DEVELOPMENT OF SERVICES AND PROGRAMS TO SUPPORT THE PHYSICAL, EMOTIONAL AND INTELLECTUAL WELL-BEING OF ITS STUDENTS.' THE PROGRAMS AND SERVICES ARE AVAILABLE TO UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS ALIKE AND ARE DESIGNED TO PROVIDE POSITIVE, DEVELOPMENTAL OPPORTUNITIES BOTH TO SUPPLEMENT THE ACADEMIC EXPERIENCE AND ENRICH CAMPUS LIFE.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsBrian Ratner & James Ratner - Family relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe information to prepare the form 990 for the University is gathered by the Controller's office and the form prepared. All information is provided to its public accounting firm who reviews the return. The return is then reviewed by Senior Management and the Audit Committee of the Board of Trustees. The Form 990 is also made available to the University's board of trustees prior to filing. Trustees may raise their questions and comments with finance staff.
Form 990, Part VI, Line 12c Conflict of interest policyThe University's conflict of interest policy applies to the members of the board of trustees; all university officers; senior officials of the university; all university faculty with the exception of volunteer faculty in the school of medicine and faculty members who are not paid by the university (unless engaged in sponsored research); emeritus faculty who have an ongoing relationship with the university or who are engaged in sponsored research; post-doctoral fellows; all other employees; students; and trainees. Individuals covered by this policy must report any financial interest and the acceptance of any gifts, favors, or anything of value, by the individual or the individual's spouse, dependent children, domestic partner, or any other dependent person who is a member of the same household as the individual, that directly or indirectly might influence or appear to a reasonable person to influence the individual's responsibilities as a member of the university. Individuals covered by the policy who engage in research must report any financial interest, no matter how small, that the individual or the individual's spouse, dependent children, domestic partner, or any other dependent person living in the same household as the individual, has in any entity that sponsors or supports the research or that holds a financial interest in the subject of the research, and also must report the acceptance of any gift, favor, or anything of value from an entity that sponsors the research or that holds a financial interest in the subject of the research. Individuals covered by the policy also must report whenever a previously reported conflict of interest is eliminated. The university's reporting process is administered by the university's conflict of interest office, except that reporting by members of the board of trustees, the president, the provost, all senior officials of the university, as well as the chair of the conflict of interest committee, which is administered by the office of general counsel. Each year, individuals covered by the policy must report in writing any activities listed above. Reports called for by the conflict of interest committee are submitted to that committee. Reports called for by the office of general counsel are submitted to that office. The reports received by the conflict of interest committee are shared with the deans and department chairs of the reporting faculty. Individuals covered by this policy who are not required to report to the conflict of interest committee (other than those described above who must report to the office of general counsel or the president) must report any financial interest that relates to their university responsibilities to their supervisors at their annual review. Supervisors who determine that an individual may have a conflict of interest must report this to the conflict of interest office for further review. Individuals also must report to the conflict of interest office or the office of general counsel, as appropriate, within 10 days after they become aware of a reportable interest or after a conflict of interest has been eliminated. Individuals who have no reportable interests must still submit an annual report to be in compliance with this policy. The office of general counsel conducts an initial review of all the reports it receives. The conflict of interest office conducts an initial review of all reports it receives. If necessary, they obtain additional information from the individual covered by the policy and from other individuals who possess relevant information. The office of the general counsel or the conflict of interest office, as appropriate, then identifies those activities that must be reviewed and approved by the conflict of interest committee, and those activities that may proceed without review by the conflict of interest committee. The office of the general counsel or the conflict of interest office, as appropriate, notifies the conflict of interest committee or the board of trustees of those activities that must be reviewed and approved. In reviewing a reported activity, the conflict of interest committee assumes that the activity cannot be undertaken without a suitable management plan. However, in some cases, the activity may be approvable without a management plan. In determining whether a management plan is required, the conflict of interest committee considers the significance of the conflict of interest (such as the size of the individual's financial interest); whether or not the individual is uniquely qualified by virtue of expertise and experience to conduct the research project and the research could not be conducted as safely or effectively without that individual; and the degree of risk imposed on research subjects.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThis is in response to questions 15a and 15b. The university has adopted an executive compensation and intermediate sanctions policy to ensure that its compensation arrangements with related parties are evaluated and compensation that is paid to a related party is reasonable and reflects fair market value. The policy applies for determining the financial arrangements with individuals that are determined to be disqualified persons with respect to the university. "disqualified person" means a person who is or has been in a position to exercise substantial influence over the affairs of the university during the five years ending on the date of the transaction, a member of his or her family, or an entity in which the disqualified person has in excess of thirty-five (35%) percent control. Persons holding the following powers and responsibilities are deemed to be in a position to exercise substantial control over the organization: voting members of the board, the president, the chief executive officer, the chief investment officer, chief administrative officer, the treasurer and the chief financial officer. Others may be in a position to exercise substantial control over the university if the facts and circumstances justify such a conclusion. The compensation committee of the board of directors of the university endeavors to establish the rebuttable presumption of reasonableness by reviewing transactions which raise the risk of conferring an excess benefit. The committee will accomplish this by complying with the following procedures whenever a potential risk is identified: A. The transaction shall be approved in advance by the compensation committee of the board, or other parties authorized by the board to act on its behalf composed entirely of individuals who do not have a conflict of interest with respect to the transaction. B. A person has a conflict of interest if that person: (1) is a disqualified person or a family member thereof; (2) is in an employment relationship subject to the direction or control of a disqualified person; (3) receives compensation subject to approval by a disqualified person; (4) has a material financial interest affected by the transaction; or (5) has previously received an economic benefit through a Transaction approved by the disqualified person. C. The compensation committee of the board shall obtain and rely upon appropriate data as to the comparability of the terms of the transaction prior to making its decision. D. The compensation committee of the board of trustees has Appropriate comparability data if, considering the knowledge and expertise of its members, it has sufficient information to determine that the transaction in its entirety is reasonable or at fair market value. E. Relevant information with respect to a compensation transaction includes: (1) compensation paid by similar organizations for functionally comparable positions; (2) the availability of similar services within the geographic area; (3) current compensation surveys performed by independent firms; and (4) written offers from competing entities for the services of the disqualified person. F. Relevant information with respect to a property transaction includes: (1) current independent appraisals; and (2) offers received in a competitive and open bidding process. G. The compensation committee or other parties authorized by the board shall adequately document the basis for its determination concurrently with making that decision. Adequate documentations must include: (1) The terms of the transaction approved; (2) The date the transaction is approved; (3) The members of the decision making body present during debate and who participated in voting; (4) The comparability data obtained and relied upon and how it was obtained; and (5) Any actions taken by anyone who had a conflict of interest with respect to the transaction (persons with a conflict of interest must not be present at the time of a vote and this must be documented in the minutes).
Form 990, Part VI, Line 15b Process to establish compensation of other employeesSee Above
Form 990, Part VI, Line 19 Required documents available to the publicThese documents are made available upon request. The 990 Return is posted on the external website Guidestar. Financial Statements are available on the University's website.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesLIFE INCOME ACTUARIAL ADJUSTMENT - -87945; PENSION PLAN CHANGES - -42479754;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
ERIE TIMBER LLC
10900 EUCLID AVENUECLEVELANDOH44106200409132TIMBER FARMOH$3,321,296$48,609,504CASE WESTERN RESERVE UNIVERSITY
ERIE FOREST INVESTMENTS LLC
10900 EUCLID AVENUECLEVELANDOH44106205742452TIMBER FARMOH$0$0ERIE TIMBER
CASE DENTAL MEDICINE SUPPORT SERVICES LLC
1900 EUCLID AVENUECLEVELANDOH44106264812902HEALTH CAREOH$948,922$0CASE WESTERN RESERVE UNIVERSITY
CASE IMAGING CENTER LLC
1900 EUCLID AVENUECLEVELANDOH44106205670613EDUCATION/RESEARCHOH$106,151$0CASE WESTERN RESERVE UNIVERSITY
CWRU SCHOOL OF DENTISTRY ADMIN SUPPORT LLC
1900 EUCLID AVENUECLEVELANDOH44106340437441HEALTH CAREOH$1,509,844$0CASE WESTERN RESERVE UNIVERSITY
Triangle Residential LLC (34-1018992)
10900 Euclid AvenueClevelandOH44106Real Estate ManagementOH$0$0Case Western Reserve University

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Triangle Residential LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110900 Euclid AvenueAddressLine1Txt
CityClevelandCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44106ZIPCd
FieldValueIRS element (for citing)
EIN202569698EIN
Primary ActivitiesReal Estate MgmtPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Predominant Income TypeExcludedPredominantIncomeTypeTxt
Share Of Total Income$0ShareOfTotalIncomeAmt
Share Of EOY Assets$0ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
General Or Managing PartnerfalseGeneralOrManagingPartnerInd
Ownership0.0OwnershipPct
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd