UNIVERSITY OF CINCINNATI FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CINCINNATI FOUNDATION (EIN 31-0896555)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-13
- IRS object ID
- 201740449349301889
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-13T14:47:36-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 THORN DRIVE SUITE 300 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672262708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310896555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The University of Cincinnati Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS D FREEMAN | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5135566781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 19970 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452190970 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS D FREEMAN | PersonNm |
| Person Title | VP/CFO | PersonTitleTxt |
| Phone | 5135566781 | PhoneNum |
| Signature | 2017-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca Zecha | PreparerPersonNm |
| PTIN | P00648970 | PTIN |
| Phone | 3162653231 | PhoneNum |
| Preparation | 2017-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert L Fealy | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 19970 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452190970 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $267,402,688 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.foundation.uc.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | To support UC's aspirations through philanthropy by collaborating with the colleges, Academic Health Center, UC Health and other units to maximize private support. | ActivityOrMissionDesc |
| Voting Members Governing Body | 65 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 62 | VotingMembersIndependentCnt |
| Total Employee | 182 | TotalEmployeeCnt |
| Total Volunteers | 1512 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $117,294,718 | PYContributionsGrantsAmt |
| CY Contributions Grants | $232,765,380 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,912,144 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,620,118 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,206,040 | PYOtherRevenueAmt |
| CY Other Revenue | $25,017,190 | CYOtherRevenueAmt |
| PY Total Revenue | $149,412,902 | PYTotalRevenueAmt |
| CY Total Revenue | $267,402,688 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $111,032,484 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $209,840,465 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,118,631 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,628,058 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $582,810 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $534,932 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $16,673,042 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,114,139 | PYOtherExpensesAmt |
| CY Other Expenses | $6,377,309 | CYOtherExpensesAmt |
| PY Total Expenses | $128,848,064 | PYTotalExpensesAmt |
| CY Total Expenses | $232,380,764 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,564,838 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $35,021,924 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $449,949,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $470,416,632 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,910,895 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,968,683 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $426,038,991 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $444,447,949 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE University of Cincinnati (UC) FOUNDATION supports UC's aspirations through philanthropy by collaborating with the colleges, Academic Health Center, UC Health and other units to maximize private support. The advancement efforts promote the development of productive, enduring relationships with alumni, friends, colleagues, students, foundations and corporations. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $206,150,797 | ExpenseAmt |
| Grant | $206,150,797 | GrantAmt |
| Revenue | $25,017,190 | RevenueAmt |
| Desc | The UC Foundation is the fundraising entity for the University of Cincinnati. The UC Foundation exists to advance the futures of the University, its colleges, units, departments, faculty and students through philanthropy. All program service allocations are made to or for the benefit of the University of Cincinnati. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $39,799 | ExpenseAmt |
| Grant | $39,799 | GrantAmt |
| Desc | The UC Foundation provides business support to the University of Cincinnati Alumni Association. All program service allocations are made to or for the benefit of the University of Cincinnati Alumni Association. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,649,869 | ExpenseAmt |
| Grant | $3,649,869 | GrantAmt |
| Desc | The UC Foundation provides business support to UC Health. All program service allocations are made to or for the benefit of UC Health | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $209,840,465 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 83 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 182 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 65 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 62 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS D FREEMAN | PersonNm |
| Phone | 5135566781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19970 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452190970 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (73 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Robert L Fealy | ||||||||
| Chair | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| William Troy Neat | ||||||||
| Vice Chair | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Steven A Wilson | ||||||||
| Immediate Past Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Shakila T Ahmad | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Peter A Alpaugh | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Clark E Beck SrPEScD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John B Berding | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elroy E Bourgraf | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Otto M Budig Jr | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kenneth V Byers Jr | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Daniel P Carmichael | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Phil D Collins | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Patricia L Klingbiel Connell | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sean P Connell | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sally W Cuni | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Todd C DeGarmo | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David B Dillon | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert E Dobbs | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dianne G Dunkelman | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Brian E Hall | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Donald C Harrison MD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Carrie K Hayden | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert A Heimann | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Stuart G Hoffman PhD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kathryn A Hollister | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas H Humes Jr | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Gyan Jha | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Gary D Johns | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Timothy E Johnson PhD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joseph P Judge | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Barbara W Kellar | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert J King Jr | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Marvin P Kolodzik | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William H Krul II | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Louis H Lauch Jr | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jerry P Leamon | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William E Lower | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rae Ann Mang | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Darrell D Miller | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas E Mischell | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joffre P Moine II | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William B Monnig MD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Shenan P Murphy | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jacqueline C Neumann | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Valerie L Newell | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Cora K Ogle PhD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael J Paxton | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ellen Rieveschl | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Alvin F Roehr Jr | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ryan M Rybolt Jr | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James A Schiff PhD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael T Schueler | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James E Schwab | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard C Seal | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Tony L Shipley | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Randall E Smith | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John M Tew Jr MD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Myron E Ullman III | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Margaret K Valentine | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sandra S Wiesmann | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey P Williams | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Gregory C Wolf | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Frank C Woodside III MD | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Wilbert L Ziegler | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Anthony Zingale | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rodney M Grabowski | ||||||||
| President | 40.0 | 0.0 | Yes (X) | $447,105 | $0 | $49,927 | ||
| Thomas D Freeman | ||||||||
| VP/CFO/Treasurer | 40.0 | 0.0 | Yes (X) | $237,591 | $0 | $32,127 | ||
| Lynnette M Heard | ||||||||
| EXEC. DIRector/SECRETARY | 40.0 | 0.0 | Yes (X) | $86,900 | $0 | $13,616 | ||
| CHRISTOPHER SMITH | ||||||||
| VP OF ALUMNI AFFAIRS - AHC | 40.0 | 0.0 | $286,350 | $0 | $35,521 | Yes (X) | ||
| Deborah J Robinson PhD | ||||||||
| VP FOR DEVELOPMENT | 40.0 | 0.0 | $254,545 | $0 | $35,535 | Yes (X) | ||
| JENNIFER HEISEY | ||||||||
| EXEC. DIR, VP ALUMNI RELATIONS | 1.0 | 39.0 | $200,750 | $0 | $28,139 | Yes (X) | ||
| LAURA A BOLDUC | ||||||||
| VP OF DONOR ENGAGEMENT | 40.0 | 0.0 | $199,811 | $0 | $31,823 | Yes (X) | ||
| Carrie White | ||||||||
| VP for Advancement Services | 40.0 | 0.0 | $196,748 | $0 | $32,682 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,909,800 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $259,370 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Blackbaud | |||||
| PO Box 930256 | ATLANTA | GA | 311930256 | System Implement | $1,008,071 |
| Ruffalo Noel Levitz | |||||
| PO Box 718 | DES MOINES | IA | 503030718 | Fundraising | $582,741 |
| Bentz Whaley Flessner | |||||
| 7251 Ohms Lane | MINNEAPOLIS | MN | 55439 | Consulting | $572,979 |
| Jacobson Consulting Applications | |||||
| 575 Eighth Ave 21st Floor | NEW YORK | NY | 10018 | Project Mgmt. | $291,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $232,765,380 | AllOtherContributionsAmt |
| Noncash Contributions | $94,974,929 | NoncashContributionsAmt |
| Total Contributions | $232,765,380 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,500,236 | TotalRevenueColumnAmt |
| Exclusion | $9,500,236 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $119,882 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $119,882 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,882 | TotalRevenueColumnAmt |
| Exclusion | $119,882 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GENERAL MANAGEMENT FEE | 900099 | $9,512,700 | $9,512,700 |
| END. FUND-RAISING ASSESSMENT | 900099 | $9,140,771 | $9,140,771 |
| SUPPORT FROM COLLEGES | 900099 | $1,783,396 | $1,783,396 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,580,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,580,323 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25,017,190 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $267,402,688 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,017,190 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,620,118 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,840,465 | TotalAmt |
| Program Services | $209,840,465 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,073 | TotalAmt |
| Management And General | $274,868 | ManagementAndGeneralAmt |
| Fundraising | $622,205 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,965,715 | TotalAmt |
| Management And General | $1,902,976 | ManagementAndGeneralAmt |
| Fundraising | $9,062,739 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $726,085 | TotalAmt |
| Management And General | $150,830 | ManagementAndGeneralAmt |
| Fundraising | $575,255 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,231,417 | TotalAmt |
| Management And General | $590,905 | ManagementAndGeneralAmt |
| Fundraising | $1,640,512 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $807,768 | TotalAmt |
| Management And General | $156,063 | ManagementAndGeneralAmt |
| Fundraising | $651,705 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,758 | TotalAmt |
| Management And General | $111,758 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,221 | TotalAmt |
| Management And General | $159,221 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,932 | TotalAmt |
| Fundraising | $534,932 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,834 | TotalAmt |
| Management And General | $24,834 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,182,374 | TotalAmt |
| Management And General | $235,231 | ManagementAndGeneralAmt |
| Fundraising | $947,143 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,184 | TotalAmt |
| Management And General | $896 | ManagementAndGeneralAmt |
| Fundraising | $784,288 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,355 | TotalAmt |
| Management And General | $375,866 | ManagementAndGeneralAmt |
| Fundraising | $256,489 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $735,202 | TotalAmt |
| Management And General | $622,257 | ManagementAndGeneralAmt |
| Fundraising | $112,945 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,067 | TotalAmt |
| Management And General | $379,244 | ManagementAndGeneralAmt |
| Fundraising | $29,823 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,039 | TotalAmt |
| Management And General | $4,510 | ManagementAndGeneralAmt |
| Fundraising | $283,529 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,298 | TotalAmt |
| Management And General | $54,754 | ManagementAndGeneralAmt |
| Fundraising | $349,544 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $869,070 | TotalAmt |
| Management And General | $764,529 | ManagementAndGeneralAmt |
| Fundraising | $104,541 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,176 | TotalAmt |
| Management And General | $36,176 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROMOTIONAL EVENTS | $271,308 | $271,308 | |
| CULTIVATION | $199,367 | $199,039 | $328 |
| ALUMNI AFFAIRS-MED. | $92,846 | $92,846 | |
| MEMBERSHIP DUES | $67,919 | $55,216 | $12,703 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,291 | TotalAmt |
| Management And General | $9,308 | ManagementAndGeneralAmt |
| Fundraising | $98,983 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,380,764 | TotalAmt |
| Program Services | $209,840,465 | ProgramServicesAmt |
| Management And General | $5,867,257 | ManagementAndGeneralAmt |
| Fundraising | $16,673,042 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,743,549 | BOYAmt |
| EOY | $15,479,099 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,238,938 | BOYAmt |
| EOY | $99,776,336 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,605,778 | BOYAmt |
| EOY | $3,042,506 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,062 | BOYAmt |
| EOY | $274,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,350,100 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,248,138 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,779,514 | BOYAmt |
| EOY | $4,101,962 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,939,100 | BOYAmt |
| EOY | $346,516,836 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,164,945 | BOYAmt |
| EOY | $1,225,565 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,949,886 | BOYAmt |
| EOY | $470,416,632 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,472,664 | BOYAmt |
| EOY | $9,337,468 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,438,231 | BOYAmt |
| EOY | $16,631,215 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,910,895 | BOYAmt |
| EOY | $25,968,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$18,720,405 | BOYAmt |
| EOY | -$30,023,140 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,520,280 | BOYAmt |
| EOY | $147,247,583 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,239,116 | BOYAmt |
| EOY | $327,223,506 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,038,991 | BOYAmt |
| EOY | $444,447,949 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,949,886 | BOYAmt |
| EOY | $470,416,632 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $35,021,924 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$11,666,255 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,946,711 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,473,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,655,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,569,788 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117,294,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $232,765,380 | CurrentTaxYearAmt |
| Total | $714,758,684 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,473,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,655,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,569,788 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117,294,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $232,765,380 | CurrentTaxYearAmt |
| Total | $714,758,684 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $64,481,480 | SubstantialContributorsTotAmt |
| Public Support Total170 | $650,277,204 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,893,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,534,599 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,643,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,877,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,500,236 | CurrentTaxYearAmt |
| Total | $49,449,774 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,217,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,170,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,840,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,206,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,017,190 | CurrentTaxYearAmt |
| Total | $88,452,520 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $852,660,978 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $117,524,734 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76264 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81909 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $327,940,685 | BeginningYearBalanceAmt |
| Contributions | $35,970,565 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,464,814 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,889,271 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,109,975 | OtherExpendituresAmt |
| End Year Balance | $342,447,190 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $318,833,003 | BeginningYearBalanceAmt |
| Contributions | $22,701,180 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,601,629 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,563,333 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,428,536 | OtherExpendituresAmt |
| End Year Balance | $327,940,685 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $266,053,755 | BeginningYearBalanceAmt |
| Contributions | $33,274,912 | ContributionsAmt |
| Investment Earnings Or Losses | $31,472,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,127,851 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,839,813 | OtherExpendituresAmt |
| End Year Balance | $318,833,003 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $238,186,016 | BeginningYearBalanceAmt |
| Contributions | $22,302,028 | ContributionsAmt |
| Investment Earnings Or Losses | $15,918,478 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,843,841 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,508,926 | OtherExpendituresAmt |
| End Year Balance | $266,053,755 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $240,285,875 | BeginningYearBalanceAmt |
| Contributions | $14,195,140 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,461,768 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,845,361 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,987,870 | OtherExpendituresAmt |
| End Year Balance | $238,186,016 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12830 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80330 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06840 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,471,613 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,265,810 | DepreciationAmt |
| Book Value | $205,803 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $994,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $829,564 | DepreciationAmt |
| Book Value | $165,295 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,883,628 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,152,764 | DepreciationAmt |
| Book Value | $3,730,864 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,101,962 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY PAYABLE | $14,531,146 |
| TRUST HELD BEN. OTHER | $1,368,252 |
| REFUNDABLE DEPOSITS | $731,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,631,215 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $91,615,961 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$11,666,255 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$11,666,255 | RevenueNotReportedAmt |
| Revenue Subtotal | $103,282,216 | RevenueSubtotalAmt |
| Other Revenues Not Included | $164,120,472 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $164,120,472 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $267,402,688 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $73,207,003 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,946,711 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,946,711 | ExpensesNotReportedAmt |
| Expenses Subtotal | $68,260,292 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $164,120,472 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $164,120,472 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $232,380,764 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Intended Uses for Endowment Funds | Schedule D, Part V, Line 4 The earnings from the University of Cincinnati Foundation endowment funds are transferred to the University of Cincinnati to be disbursed according to the restrictions of each endowment. These restrictions include scholarships, prizes, awards and support for the colleges and departments of the University. |
| Fin 48 (ASC 470) Footnote | Schedule D, Part X, Line 2 The foundation is a not-for-profit organization as defined under section 501(c)(3) of the Internal Revenue Code and, as such, is exempt from federal income taxes. The Foundation evaluates its uncertain tax positions as to whether it is more likely than not a tax position could be sustained in the event of an audit by the applicable taxing authority. Accordingly, a loss contingency is recognized when it is probable that a liability has been incurred as of the date of the financial statements, and the amount of the loss can be reasonably estimated. The amount recognized is subject to estimate and management judgement with respect to the likely outcome of each uncertain tax position. The amount that is ultimately sustained for an individual uncertain tax position or for all uncertain tax positions in the aggregate could differ from the amount recognized. Open tax years for the Foundation include 2015, 2014 and 2013. As of June 30, 2016 and 2015, the Foundation has no assets or liabilities recorded related to uncertain tax positions. |
| Revenue Amounts Included On Return - Other | Schedule D, Part XI, Line 4b Contributions received directly by the Univ. of Cincinnati $91,112,797 Non-Government Grants $30,619,910 UC Health Contributions $36,207,855 UC Physicians - Medical Center Fund $ 6,179,910 ----------- $164,120,472 |
| Expense Amounts Included on Financials - Other | Schedule D, Part XII, Line 2d Fund Raising Assessment $4,784,834 Change in PV of Annuities Payable $161,877 ---------- $4,946,711 |
| Expense Amounts Included on Return - Other | Schedule D, Part XII, Line 4b Contributions received directly by the Univ. of Cincinnati $91,112,797 Non-Government Grants $30,619,910 UC Health Contributions $36,207,855 UC Physicians - Medical Center Fund $ 6,179,910 ------------ $164,120,472 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ruffalo Noel Levitz LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 Kirkwood Parkway SW | AddressLine1Txt |
| City | Cedar Rapids | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefund | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $1,295,343 | GrossReceiptsAmt |
| Retained By Contractor | $534,932 | RetainedByContractorAmt |
| Net To Organization | $760,411 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,295,343 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $534,932 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $760,411 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| University of Cincinnati | ||||||||||
| 2624 Clifton Avenue | Cincinnati | OH | 45221 | 316000989 | 115 | $118,416,983 | $87,733,814 | FMV | IN-KIND | Program Support |
| University of Cincinnati Alumni Assoc | ||||||||||
| PO Box 210024 | Cincinnati | OH | 45221 | 311309846 | 501(C)(3) | $0 | $39,799 | BOOK | SALARY SUPP | Program Support |
| UC Health Foundation | ||||||||||
| 3200 Burnett Drive | Cincinnati | OH | 45229 | 261594868 | 501(C)(3) | $3,649,869 | Fundraising Support | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The Foundation was established as the fundraising entity for the University of Cincinnati. All money raised is transferred to the University. The Foundation does not determine the use of gift funds. Funds raised are allocated according to restrictions established by donors. If gifts are made without donor restrictions, allocation is determined by the University. The Foundation also provides fundraising services for UC Health. All money received is transferred to UC Health. The Foundation does not determine the use of gift funds. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rodney M Grabowski | ||||||||||||||
| President | $362,500 | $0 | $52,500 | $0 | $32,105 | $0 | $18,000 | $0 | $31,927 | $0 | $497,032 | $0 | $0 | $0 |
| Thomas D Freeman | ||||||||||||||
| VP/CFO/Treasurer | $212,403 | $0 | $25,050 | $0 | $138 | $0 | $21,240 | $0 | $10,887 | $0 | $269,718 | $0 | $0 | $0 |
| CHRISTOPHER SMITH | ||||||||||||||
| VP OF ALUMNI AFFAIRS - AHC | $253,750 | $0 | $30,000 | $0 | $2,600 | $0 | $19,396 | $0 | $16,125 | $0 | $321,871 | $0 | $0 | $0 |
| Deborah J Robinson PhD | ||||||||||||||
| VP FOR DEVELOPMENT | $228,375 | $0 | $25,875 | $0 | $295 | $0 | $22,838 | $0 | $12,697 | $0 | $290,080 | $0 | $0 | $0 |
| JENNIFER HEISEY | ||||||||||||||
| EXEC. DIR, VP ALUMNI RELATIONS | $182,700 | $0 | $18,000 | $0 | $50 | $0 | $18,000 | $0 | $10,139 | $0 | $228,889 | $0 | $0 | $0 |
| LAURA A BOLDUC | ||||||||||||||
| VP OF DONOR ENGAGEMENT | $178,589 | $0 | $21,114 | $0 | $108 | $0 | $17,859 | $0 | $13,964 | $0 | $231,634 | $0 | $0 | $0 |
| Carrie White | ||||||||||||||
| VP for Advancement Services | $162,475 | $0 | $34,239 | $0 | $34 | $0 | $12,373 | $0 | $20,309 | $0 | $229,430 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Contingent Amounts | FormAndLineReferenceDesc |
| Explanation | Schedule J, Part III, Line 5a Bonuses are paid to employees contingent upon meeting set fundraising goals as well as dependent upon the organization reaching a targeted revenue amount for the year. Bonus amounts are equal to a percentage of the employees salary. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Dinsmore Shohl | |||
| UCF TRUSTEE/LEGAL COUNSEL | $111,758 | LEGAL SERVICES | false |
| Johnson Investment Counsel | |||
| UCF TRUSTEE/CHAIRMAN | $83,632 | INVESTMENT MGMT SERVICES | false |
| Roehr Agency | |||
| UCF TRUSTEE/CEO & PRES. | $37,679 | INSURANCE BROKER | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,312 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $100,675 | NoncashContributionsRptF990Amt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $21,784 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp |
Intellectual Property IntellectualPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $85,940,562 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 188 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,241,115 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $901 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 8 | $1,135,059 | 0 |
| Yes (X) | PROMO. MAT/EV. | 282 | $485,523 | 0 |
| Yes (X) | MUS. INST. | 93 | $45,998 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 187 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Third Party Used to Process Noncash Contributions | FormAndLineReferenceDesc |
| Explanation | Schedule M, Part I, Line 32 Publicly traded stock is sold by local stock brokers. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Executive Committee | Form 990, Part VI, Line 1 The Committee shall have the general power and authority of the Board between meetings of the Board, and shall report and present for ratification of its actions at the next meeting of the Board of Trustees. The Committee, which consists of voting members, includes the Foundation Board chair, Vice Chair, the immediate past Chair, all standing Committee chairs, and no more than five (5) At-Large voting Trustees as may be elected by the Board of Trustees. The President of the University of Cincinnati, the President of the University of Cincinnati Foundation, the Chief Financial Officer of the Foundation, the Treasurer, and Secretary shall be ex-officio members. All Committee members shall be nominated by the Committee on Trustees and Governance for consideration and approval by the Board of Trustees. Vacancies among At-Large members may be filled by the Executive Committee for the remainder of their terms. |
| Form 990 Review | Form 990, Part VI, Line 11b Form 990 is presented to the Audit Committee of the Foundation for review. The Audit Committee reports on the results of the review to the Executive Committee of the Foundation Board of Trustees for final approval prior to filing. The Form 990 is made available to all members of the Board of Trustees. |
| Conflict of Interest Policy | Form 990, Part VI, Line 12c TRUSTEES MUST ACT IN ACCORDANCE WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY. TRUSTEES SHALL DISCLOSE TO THE BOARD ANY ACTUAL, APPARENT, OR POSSIBLE CONFLICT OF INTEREST AT THE EARLIEST PRACTICAL TIME. WHERE A TRUSTEE'S BUSINESS OR OTHER RELATIONSHIP MAY BE INVOLVED IN A FINANCIAL TRANSACTION WITH THE FOUNDATION, SUCH TRANSACTION SHALL BE MADE AS A RESULT OF COMPETITIVE BIDDING OR OTHER OBJECTIVE MEASURE IN THE BEST INTEREST OF THE FOUNDATION; OR, WHERE PRICE IS NOT A FACTOR, DECISIONS SHALL BE MADE ONLY AFTER DISCUSSION BY THE BOARD OF TRUSTEES, AND ONLY WHERE IT IS CLEAR THAT NO OTHER SOURCE CAN BETTER SERVE THE FOUNDATION. A TRUSTEE WHO HAS MADE SUCH A DISCLOSURE SHALL ABSTAIN FROM VOTING ON SUCH MATTERS. SUBJECT TO THE CONFLICT OF INTEREST POLICY, THE TRUSTEE MAY BE INVITED TO THE BOARD TO PARTICIPATE IN THE DISCUSSION. THE BOARD MEETING MINUTES SHALL REFLECT THAT A DISCLOSURE WAS MADE AND NOTE THE TRUSTEE'S ABSTENTION FROM VOTING. A TRUSTEE WHO IS RECUSED MAY BE COUNTED FOR PURPOSES OF DETERMINING THE PRESEnCE OF A QUORUM AT THE MEETING BUT SHALL NOT BE COUNTED FOR PURPOSES OF DETERMINING THE PRESENCE OF A QUOROM FOR THE REQUISITE BOARD ACTION. THE TRUSTEES ANNUALLY SHALL COMPLETE, UPDATE, SIGN, AND CERTIFY THEIR INDEPENDENCE, OR PROMPTLY REPORT IN DETAIL ANY RELATIONSHIP THAT ARE OR MAY BE A CONFLICT OF INTEREST TO THE SECRETARY OF THE FOUNDATION BOARD. |
| Compensation Review and Approval Process | Form 990, Part VI, Lines 15a and 15b Position compensation is compared annually to market compensation benchmarking data by the human resources department. Evaluation of individual performance against established goals occurs annually with the University of Cincinnati Foundation Board of Trustees Compensation Committee review and approval of compensation decisions. |
| Public Disclosure | Form 990, Part VI, Line 19 The governing documents, conflict of interest policy, and the financial statements are available to the public upon request. |
| Form 990 - Additional Information | Form 990, Part I Summary, Lines 8, 13, and Schedule A, Section A, Public Support, Line 1 The amounts include gifts received by the University of Cincinnati Foundation, gifts and non-government grants received by the University of Cincinnati, Private Practice Corporation, and UC Physicians Medical Center Fund and the distribution of those amounts to the University of Cincinnati. There are certain assets on the balance sheet of the University of Cincinnati Foundation that are also included on the books of the University of Cincinnati and the University of Cincinnati Alumni Association. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 9 FUNDRAISING ASSESSMENT $(4,784,834) CHANGE IN PV OF ANNUITIES PAYABLE $( 164,877) ---------- $(4,946,711) ========== |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| University of Cincinnati | ||||||||||
| 2624 Clifton Avenue | Cincinnati | OH | 45221 | 316000989 | School | OH | 115 | N/A | NA | false |
| University of Cincinnati Alumni Assoc | ||||||||||
| PO Box 210024 | Cincinnati | OH | 45221 | 311309846 | Univ. Support | OH | 501(c )(3) | 05 | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CINCINNATI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B,L | TransactionTypeTxt |
| Involved | $206,150,797 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |