JOHN CARROLL UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOHN CARROLL UNIVERSITY (EIN 34-0714681)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-09
- IRS object ID
- 201500999349300615
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-09T12:59:35-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E MAIN STREET | AddressLine1 |
| City | FORT WAYNE | City |
| State | IN | State |
| ZIP Code | 468021900 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714681 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN CARROLL UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2163971886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JOHN CARROLL BOULEVARD | AddressLine1 |
| City | UNIVERSITY HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44118 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD F MAUSSER | PersonNm |
| Person Title | VP FOR FINANCE & TREASURER | PersonTitleTxt |
| Phone | 2163971886 | PhoneNum |
| Signature | 2015-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE DULWORTH | PreparerPersonNm |
| PTIN | P00151125 | PTIN |
| Phone | 2604604033 | PhoneNum |
| Preparation | 2015-04-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REV ROBERT L NIEHOFF SJ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JOHN CARROLL BOULEVARD | AddressLine1 |
| City | UNIVERSITY HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $215,414,524 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JCU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1886 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | AS ONE OF 28 JESUIT CATHOLIC COLLEGES AND UNIVERSITIES IN THE UNITED STATES, JOHN CARROLL UNIVERSITY'S MISSION IS TO INSPIRE INDIVIDUALS TO EXCEL IN LEARNING, LEADERSHIP, AND SERVICE IN THE REGION AND IN THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 2258 | TotalEmployeeCnt |
| Total Volunteers | 783 | TotalVolunteersCnt |
| Total Gross UBI | $102,661 | TotalGrossUBIAmt |
| PY Contributions Grants | $15,812,541 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,985,325 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $120,491,126 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $128,542,489 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,237,482 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,947,704 | CYInvestmentIncomeAmt |
| PY Other Revenue | $669,904 | PYOtherRevenueAmt |
| CY Other Revenue | $495,104 | CYOtherRevenueAmt |
| PY Total Revenue | $144,211,053 | PYTotalRevenueAmt |
| CY Total Revenue | $150,970,622 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $56,580,285 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $63,196,654 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $53,026,477 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $54,251,280 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $5,976 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,068,728 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,236,820 | PYOtherExpensesAmt |
| CY Other Expenses | $33,818,501 | CYOtherExpensesAmt |
| PY Total Expenses | $142,849,558 | PYTotalExpensesAmt |
| CY Total Expenses | $151,266,435 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,361,495 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$295,813 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $401,054,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $429,139,592 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $80,439,220 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $93,793,418 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $320,614,905 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $335,346,174 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS ONE OF 28 JESUIT CATHOLIC COLLEGES AND UNIVERSITIES IN THE UNITED STATES, JOHN CARROLL UNIVERSITY'S MISSION IS TO INSPIRE INDIVIDUALS TO EXCEL IN LEARNING, LEADERSHIP, AND SERVICE IN THE REGION AND IN THE WORLD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $142,968,553 | ExpenseAmt |
| Grant | $63,196,654 | GrantAmt |
| Revenue | $128,492,489 | RevenueAmt |
| Desc | SEE SCHEDULE O FOR DESCRIPTION OF PROGRAM ACCOMPLISHMENTS. FROM ITS MODEST ORIGIN IN 1886 AS SAINT IGNATIUS COLLEGE ON CLEVELAND'S NEAR WEST SIDE, JOHN CARROLL TODAY IS WIDELY RECOGNIZED AS A TRANSFORMATIVE UNIVERSITY THAT EXCELS IN UNDERGRADUATE AND POST-GRADUATE EDUCATION, ATTRACTING STUDENTS FROM 25 STATES AND 14 COUNTRIES. THE UNIVERSITY STRIVES TO DEVELOP EACH STUDENT AS A WHOLE PERSON - MIND, BODY, AND SOUL. AT THE SAME TIME, STUDENTS ARE CHALLENGED TO MAKE A DIFFERENCE IN THE WORLD THROUGH LEADERSHIP AND SERVICE. AS A JESUIT CATHOLIC UNIVERSITY, JOHN CARROLL OFFERS A RIGOROUS EDUCATION BASED ON A WELL-DEVELOPED LIBERAL ARTS CORE CURRICULUM, INCLUDING A VARIETY OF ACADEMIC PROGRAMS IN THE ARTS AND SCIENCES, AND EDUCATION. U.S. NEWS & WORLD REPORT RANKS JOHN CARROLL AMONG THE TOP 10 UNIVERSITIES IN THE MIDWEST THAT GRANT MASTER'S DEGREES, AND THE UNIVERSITY'S JOHN M. AND MARY JO BOLER SCHOOL OF BUSINESS HOLDS DUAL AACSB ACCREDITATION - AN INTERNATIONAL DISTINCTION AWARDED BY THE ASSOCIATION TO ADVANCE COLLEGIATE SCHOOLS OF BUSINESS PLACING IT IN THE TOP FIVE PERCENT OF BUSINESS SCHOOLS WORLDWIDE. JOHN CARROLL CONSISTENTLY RANKS AS ONE OF THE TOP SCHOOLS IN THE MIDWEST FOR RETENTION RATES AND GRADUATION RATES, WHICH SIGNIFICANTLY EXCEED U.S. AND OHIO AVERAGES. THE UNIVERSITY'S 14:1 STUDENT/FACULTY RATIO ENSURES INDIVIDUAL ATTENTION AND AN INTERACTIVE EXPERIENCE. 85% OF ALL CLASSES HAVE FEWER THAN 30 STUDENTS WITH NO CLASS EXCEEDING 50 STUDENTS. THE UNIVERSITY EDUCATED 3,052 UNDERGRADUATE STUDENTS AND 671 GRADUATE STUDENTS; OFFERED 43 BACHELOR DEGREE MAJORS AND 21 GRADUATE SCHOOL PROGRAMS; AND CONFERRED 642 BACHELOR AND 201 MASTERS DEGREES IN THE 2013-2014 ACADEMIC YEAR. JOHN CARROLL RANKS 4TH IN THE MIDWEST FOR RETENTION AND GRADUATION RATES. 89% OF JCU FRESHMEN RETURN AS SOPHOMORES, AND 64% OF JCU UNDERGRADS RECEIVE THEIR BACHELOR'S DEGREES IN FOUR YEARS, COMPARED WITH 52% OF OTHER FOUR- YEAR PRIVATE SCHOOLS NATIONWIDE, AND 32% OF FOUR-YEAR PUBLIC SCHOOLS. JOHN CARROLL UNIVERSITY HAS BEEN NAMED TO THE PRESIDENT'S HIGHER EDUCATION COMMUNITY SERVICE HONOR ROLL FOR SEVEN CONSECUTIVE YEARS. SERVICE TO OTHERS IS A DEFINING ELEMENT OF THE UNIVERSITY'S CAMPUS CULTURE; STUDENTS HAVE MANY OPPORTUNITIES TO ENGAGE WITH THE LOCAL COMMUNITY FROM THE TIME THEY ARE FRESHMEN. OUR STUDENTS LEARN FROM DISTINGUISHED FACULTY WHO ARE EXPERTS IN THEIR RESPECTIVE FIELDS. 98% OF OUR 185 FULL-TIME TEACHING FACULTY MEMBERS HOLD DOCTORAL DEGREES OR THE TERMINAL DEGREE IN THEIR FIELD; NINE ARE FULBRIGHT FELLOWS. THE MAJORITY OF OUR FACULTY HAVE PUBLISHED BOOKS, ARTICLES, OR RECEIVED RESEARCH GRANTS IN THE PAST TWO YEARS. THE UNIVERSITY'S VARSITY SPORTS TEAMS COMPETE AT THE NCAA DIVISION III INTERCOLLEGIATE LEVEL, AND HAVE WON OVER 70 LEAGUE TITLES AND HAVE PLACED AMONG THE TOP 10 DIVISION III SCHOOLS IN THE NATION ON SEVERAL OCCASIONS. MORE THAN 80 VARSITY ATHLETES HAVE BEEN NAMED DIVISION III ALL-AMERICANS WITH SIX NATIONAL CHAMPIONS, THREE NATIONAL PLAYERS OF THE YEAR AND ONE ACADEMIC ALL-AMERICAN OF THE YEAR. NEARLY 500 UNDERGRADUATES PARTICPATE IN 24 VARSITY MEN'S AND WOMEN'S SPORTS. STUDENTS ALSO HAVE ACCESS TO INTRAMURAL SPORTS, CLUB SPORTS, AND OTHER FITNESS AND RECREATIONAL ACTIVITIES. JOHN CARROLL UNIVERSITY WELCOMES STUDENTS AND FACULTY FROM DIFFERENT RELIGIOUS BACKGROUNDS AND VALUE SYSTEMS IN THE BELIEF THAT THE EDUCATIONAL ENVIRONMENT WHICH THE UNIVERSITY PROVIDES IS ONE WHICH THESE STUDENTS AND FACULTY MAY FIND CONGENIAL, REWARDING, AND ENRICHED BY THEIR PRESENCE. WITHIN THIS ENVIRONMENT THERE IS CONCERN FOR THE HUMAN AND SPIRITUAL DEVELOPMENTAL NEEDS OF THE STUDENTS AND A DEEP RESPECT FOR THE FREEDOM AND DIGNITY OF THE HUMAN PERSON. A FACULTY NOT ONLY PROFESSIONALLY QUALIFIED, BUT ALSO STUDENT ORIENTED, CONSIDERS EXCELLENCE IN INTERPERSONAL RELATIONSHIPS AS WELL AS ACADEMIC ACHIEVEMENT AMONG ITS PRIMARY GOALS. | Desc |
| Total Program Service Expenses | $142,968,553 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | 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 | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5046 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2258 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | 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 | false | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD F MAUSSER | BusinessNameLine1 |
| Business Name Line2 | JOHN CARROLL UNIVERSITY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2163974273 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JOHN CARROLL BOULEVARD | AddressLine1 |
| City | UNIVERSITY HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44118 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT L NIEHOFF SJ | ||||||||
| PRESIDENT | 50.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID W SHORT | ||||||||
| CHAIR OF THE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY CUNNINGHAM BENACCI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA BROWN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV MICHAEL P CARUSO SJ | ||||||||
| DIRECTOR | 2.75 | Yes (X) | $0 | $0 | $0 | |||
| REV GERALD F CAVANAGH SJ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN M CROCKETT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM P DONNELLY | ||||||||
| DIRECTOR | 2.75 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN J EMBACH SJ MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRENCE P FERGUS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV JOHN P FITZGIBBONS SJ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL J FRATE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV HOWARD J GRAY SJ | ||||||||
| DIRECTOR | 2.75 | Yes (X) | $0 | $0 | $0 | |||
| DR EVELYN JENKINS GUNN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A HAGER | ||||||||
| DIRECTOR | 2.75 | Yes (X) | $0 | $0 | $0 | |||
| ANNETTE L HAILE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GENERAL CARTER F HAM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD W HODDY HANNA III | ||||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL L HARDY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD F HAWK JR | ||||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT E HELTZEL JR | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT W HOSTOFFER DO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM E KAHL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD J KRAMER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERESA K LEWANDOWSKI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS B LEWIS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| L THOMAS MARCHLEN | ||||||||
| DIRECTOR | 4.50 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD E MAROUN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M MYERS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID M O'BRIEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD F O'CONNELL | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL B PETRAS JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARCHBISHOP PATRICK C PINDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA S SCHUBERT | ||||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| REV MICHAEL JL SHEERAN SJ | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND E SMILEY | ||||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |||
| REV LORN J SNOW SJ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRANCE C SULLIVAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN M TODD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN O WINCHESTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOREEN K RILEY | ||||||||
| VP ADVANCEME | 50.00 | Yes (X) | $214,662 | $0 | $30,959 | |||
| JOHN T DAY | ||||||||
| ACADEMIC VP | 50.00 | Yes (X) | $207,999 | $0 | $30,745 | |||
| RICHARD F MAUSSER | ||||||||
| VP FINANCE/T | 50.00 | Yes (X) | $181,731 | $0 | $83,884 | |||
| JONATHAN E SMITH | ||||||||
| VP/EXEC ASST | 50.00 | Yes (X) | $150,417 | $0 | $18,471 | |||
| MARK D MCCARTHY | ||||||||
| VP STUDENT A | 50.00 | Yes (X) | $147,273 | $0 | $24,410 | |||
| BRIAN G WILLIAMS | ||||||||
| VP FOR ENROL | 50.00 | Yes (X) | $140,194 | $0 | $32,076 | |||
| PAUL V MURPHY | ||||||||
| VP MISSION/I | 50.00 | Yes (X) | $109,379 | $0 | $30,714 | |||
| JEROME DESANTO | ||||||||
| EXECUTIVE VI | 50.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN SCHUELE | ||||||||
| DEAN | 50.00 | $192,561 | $0 | $68,022 | Yes (X) | |||
| ROBERT BLOOM | ||||||||
| PROFESSOR | 40.00 | $182,440 | $0 | $18,009 | Yes (X) | |||
| LEROY BROOKS | ||||||||
| PROFESSOR | 40.00 | $166,391 | $0 | $28,072 | Yes (X) | |||
| ALBERT NAGY | ||||||||
| PROFESSOR | 40.00 | $165,912 | $0 | $32,917 | Yes (X) | |||
| MICHAEL BESTUL | ||||||||
| CIO (TECHNOL | 40.00 | $152,570 | $0 | $59,195 | Yes (X) | |||
| PAUL R MURPHY | ||||||||
| PROFESSOR | 40.00 | $151,096 | $0 | $22,593 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,162,625 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $480,067 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 51 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Business Name Line2ContractorName/BusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|
| THE KRILL COMPANY | ||||||
| 1275 MAINE AVE | CLEVELAND | OH | 44113 | CONSTRUCTION | $16,954,014 | |
| ARAMARK | ||||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | FOOD SERVICE | $5,127,691 | |
| GCA SERVICES GROUP | ||||||
| PO BOX 643823 | PITTSBURGH | PA | 152643823 | JANITORIAL SERV | $1,376,726 | |
| JESUIT COMMUNITY AT JOHN CARROLL UNI | ||||||
| 2520 MIRAMAR | UNIVERSITY HEIGHTS | OH | 44118 | EDUCATIONAL SER | $702,238 | VERSITY |
| THE SMITH & OBY COMPANY | ||||||
| 7676 NORTHFIELD ROAD | WALTON HILLS | OH | 44146 | CONSTRUCTION | $449,895 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 37 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $5,092 | FundraisingAmt |
| Government Grants | $4,533,387 | GovernmentGrantsAmt |
| All Other Contributions | $8,446,846 | AllOtherContributionsAmt |
| Noncash Contributions | $1,179,370 | NoncashContributionsAmt |
| Total Contributions | $12,985,325 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $109,568,081 | $109,568,081 |
| AUXILIARY ENTERPRISES | 611710 | $16,817,655 | $16,817,655 |
| OTHER FEES | 611710 | $1,502,351 | $1,502,351 |
| MISCELLANEOUS RECEIPTS | 611710 | $654,402 | $654,402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $128,542,489 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,023,475 | TotalRevenueColumnAmt |
| Exclusion | $5,023,475 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,929 | TotalRevenueColumnAmt |
| Exclusion | $165,929 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,604,910 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,291,985 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $312,925 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $312,925 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $101,283 | UnrelatedBusinessRevenueAmt |
| Exclusion | $211,642 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,058,325 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,134,096 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,924,229 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,924,229 | TotalRevenueColumnAmt |
| Exclusion | $3,924,229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $33,095 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,092 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $17,821 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,274 | TotalRevenueColumnAmt |
| Exclusion | $15,274 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| SPINNAKER GLOBAL EMERGING | 236000 | $1,028 | $1,028 |
| DAVIDSON KEMPNER INST PARTNRS | 236000 | $350 | $350 |
| COMMONFUND CAPITAL VENTURE VI | 236000 | -$402 | -$402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $976 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $150,970,622 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,542,489 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $102,259 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,340,549 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,100 | TotalAmt |
| Program Services | $48,100 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,148,554 | TotalAmt |
| Program Services | $63,148,554 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,665,916 | TotalAmt |
| Program Services | $960,801 | ProgramServicesAmt |
| Management And General | $455,360 | ManagementAndGeneralAmt |
| Fundraising | $249,755 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,523 | TotalAmt |
| Program Services | $13,523 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,215,310 | TotalAmt |
| Program Services | $35,978,940 | ProgramServicesAmt |
| Management And General | $1,551,127 | ManagementAndGeneralAmt |
| Fundraising | $1,685,243 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,176,166 | TotalAmt |
| Program Services | $1,964,684 | ProgramServicesAmt |
| Management And General | $106,678 | ManagementAndGeneralAmt |
| Fundraising | $104,804 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,241,482 | TotalAmt |
| Program Services | $6,796,961 | ProgramServicesAmt |
| Management And General | $726,908 | ManagementAndGeneralAmt |
| Fundraising | $717,613 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,938,883 | TotalAmt |
| Program Services | $2,653,278 | ProgramServicesAmt |
| Management And General | $144,068 | ManagementAndGeneralAmt |
| Fundraising | $141,537 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,219 | TotalAmt |
| Program Services | $1,933 | ProgramServicesAmt |
| Management And General | $367,286 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,050 | TotalAmt |
| Program Services | $2,750 | ProgramServicesAmt |
| Management And General | $79,300 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,440 | TotalAmt |
| Fundraising | $169,440 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,661 | TotalAmt |
| Management And General | $241,661 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,563,176 | TotalAmt |
| Program Services | $1,319,642 | ProgramServicesAmt |
| Management And General | $84,794 | ManagementAndGeneralAmt |
| Fundraising | $158,740 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,821 | TotalAmt |
| Program Services | $252,050 | ProgramServicesAmt |
| Management And General | $2,520 | ManagementAndGeneralAmt |
| Fundraising | $3,251 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,489,753 | TotalAmt |
| Program Services | $3,138,958 | ProgramServicesAmt |
| Management And General | $44,307 | ManagementAndGeneralAmt |
| Fundraising | $306,488 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,487,860 | TotalAmt |
| Program Services | $1,443,328 | ProgramServicesAmt |
| Management And General | $17,821 | ManagementAndGeneralAmt |
| Fundraising | $26,711 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,436,750 | TotalAmt |
| Program Services | $5,363,590 | ProgramServicesAmt |
| Management And General | $57,813 | ManagementAndGeneralAmt |
| Fundraising | $15,347 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,797,058 | TotalAmt |
| Program Services | $1,567,508 | ProgramServicesAmt |
| Management And General | $67,657 | ManagementAndGeneralAmt |
| Fundraising | $161,893 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,826,142 | TotalAmt |
| Program Services | $1,478,315 | ProgramServicesAmt |
| Management And General | $102,963 | ManagementAndGeneralAmt |
| Fundraising | $244,864 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,138,465 | TotalAmt |
| Program Services | $2,138,465 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,057,313 | TotalAmt |
| Program Services | $7,057,313 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,849 | TotalAmt |
| Program Services | $681,501 | ProgramServicesAmt |
| Management And General | $1,348 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NON-PROF CONTRACT SVCS | $6,140,569 | $6,086,677 | $39,501 | $14,391 |
| DUES AND SUBSCRIPTIONS | $769,870 | $694,552 | $28,224 | $47,094 |
| OTHER | $308,505 | $177,130 | $109,818 | $21,557 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,266,435 | TotalAmt |
| Program Services | $142,968,553 | ProgramServicesAmt |
| Management And General | $4,229,154 | ManagementAndGeneralAmt |
| Fundraising | $4,068,728 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,218,182 | BOYAmt |
| EOY | $49,535 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,181,782 | BOYAmt |
| EOY | $21,891,234 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,872,356 | BOYAmt |
| EOY | $3,833,129 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,008 | BOYAmt |
| EOY | $464,865 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,254,536 | BOYAmt |
| EOY | $5,091,725 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,376,059 | BOYAmt |
| EOY | $1,633,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $317,847,275 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $121,095,815 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,136,806 | BOYAmt |
| EOY | $196,751,460 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,211,003 | BOYAmt |
| EOY | $125,763,323 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,448,512 | BOYAmt |
| EOY | $69,572,091 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,815,881 | BOYAmt |
| EOY | $4,088,286 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,054,125 | BOYAmt |
| EOY | $429,139,592 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,403,082 | BOYAmt |
| EOY | $15,452,541 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,309 | BOYAmt |
| EOY | $191,877 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,158,724 | BOYAmt |
| EOY | $3,279,558 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,652,153 | BOYAmt |
| EOY | $49,059,748 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,947,017 | BOYAmt |
| EOY | $20,963,015 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,130,935 | BOYAmt |
| EOY | $4,846,679 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,439,220 | BOYAmt |
| EOY | $93,793,418 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,368,892 | BOYAmt |
| EOY | $197,847,940 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,863,504 | BOYAmt |
| EOY | $47,080,102 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,382,509 | BOYAmt |
| EOY | $90,418,132 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,614,905 | BOYAmt |
| EOY | $335,346,174 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,054,125 | BOYAmt |
| EOY | $429,139,592 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$295,813 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,153,014 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$125,932 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $169,440 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $169,440 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY EMPLOYS A DIRECTOR FOR GOVERNMENT AND COMMUNITY RELATIONS WHO SPENT LESS THAN 30% OF HER TIME ADVOCATING RELATED TO FEDERAL GOVERNMENT RELATIONS AND LESS THAN 30% OF HER TIME ADVOCATING ON ISSUES RELATED TO STATE GOVERNMENT RELATIONS. MOST OF HER LOBBYING TIME IS SPENT ON LEGISLATION RELATED TO STUDENT AID, THE IMPLEMENTATION OF THE HIGHER EDUCATION REAUTHORIZATION ACT, THE FISCAL YEAR 2014 BUDGET APPROPRIATIONS BILLS AND REGULATIONS. THE UNIVERSITY CONTRACTS WITH TWO FIRMS THAT ARE REGISTERED LOBBYISTS. THE LOBBYING ACTIVITIES OF THOSE FIRMS INVOLVED CONTACT WITH LEGISLATORS AND STAFF AT THE STATE AND FEDERAL LEVELS OF GOVERNMENT THROUGH OFFICE VISITS, PHONE AND EMAIL CONVERSATIONS, AND GATHERINGS. THESE CONTACTS WERE FOR THE PURPOSE OF ADVOCATING ON ISSUES RELATED TO STUDENT FINANCIAL AID AND OTHER ISSUES AS THEY ARISE THAT WOULD DIRECTLY IMPACT THE UNIVERSITY OR ITS STUDENTS. THE FIRMS ALSO SERVE AS LIASONS TO GOVERNMENT AGENCIES BY MONITORING AND REPORTING ON GOVERNMENT PROGRAMS AND LEGISLATION AND REGULATIONS RELEVANT TO THE UNIVERSITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $181,003,656 | BeginningYearBalanceAmt |
| Contributions | $3,149,741 | ContributionsAmt |
| Investment Earnings Or Losses | $23,974,926 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,499,640 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,604,828 | OtherExpendituresAmt |
| Administrative Expenses | $747,077 | AdministrativeExpensesAmt |
| End Year Balance | $198,276,778 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,891,892 | BeginningYearBalanceAmt |
| Contributions | $4,389,972 | ContributionsAmt |
| Investment Earnings Or Losses | $26,076,499 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,244,202 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,309,482 | OtherExpendituresAmt |
| Administrative Expenses | $801,023 | AdministrativeExpensesAmt |
| End Year Balance | $181,003,656 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $169,294,012 | BeginningYearBalanceAmt |
| Contributions | $3,232,495 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,913,001 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,330,899 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,656,191 | OtherExpendituresAmt |
| Administrative Expenses | $734,520 | AdministrativeExpensesAmt |
| End Year Balance | $159,891,892 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $147,101,649 | BeginningYearBalanceAmt |
| Contributions | $2,438,010 | ContributionsAmt |
| Investment Earnings Or Losses | $27,916,803 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,314,656 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,108,481 | OtherExpendituresAmt |
| Administrative Expenses | $739,313 | AdministrativeExpensesAmt |
| End Year Balance | $169,294,012 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $131,423,642 | BeginningYearBalanceAmt |
| Contributions | $2,893,409 | ContributionsAmt |
| Investment Earnings Or Losses | $20,184,650 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,699,845 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,175,611 | OtherExpendituresAmt |
| Administrative Expenses | $524,596 | AdministrativeExpensesAmt |
| End Year Balance | $147,101,649 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38240 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41940 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19820 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,101,477 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,678,821 | OtherCostOrOtherBasisAmt |
| Book Value | $8,780,298 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $20,086,933 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $198,498,158 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,416,795 | DepreciationAmt |
| Book Value | $146,168,296 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $36,327 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,884,479 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,387,233 | DepreciationAmt |
| Book Value | $2,533,573 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,275,896 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,462,183 | DepreciationAmt |
| Book Value | $9,813,713 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,285,184 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,829,604 | DepreciationAmt |
| Book Value | $29,455,580 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $196,751,460 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MULTI-STRATEGY FUNDS | $40,057,836 | F |
| HEDGED EQUITY FUNDS | $25,579,079 | F |
| PRIVATE EQUITY FUNDS | $3,935,176 | F |
| REAL ESTATE INVESTMENT FUNDS | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $69,572,091 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATIONS | $3,066,691 |
| REFUNDABLE FEDERAL STUDENT LOANS | $1,779,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,846,679 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $105,501,722 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $15,153,014 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$63,259,497 | OtherRevenueAmt |
| Revenue Not Reported | -$48,106,483 | RevenueNotReportedAmt |
| Revenue Subtotal | $153,608,205 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$2,637,583 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$2,637,583 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $150,970,622 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $90,770,453 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,306,975 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,306,975 | ExpensesNotReportedAmt |
| Expenses Subtotal | $87,463,478 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $63,802,957 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $63,802,957 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $151,266,435 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART III, LINE 1A | THE UNIVERSITY HAS ELECTED NOT TO CAPITALIZE THE COST OR VALUE OF ITS COLLECTION OF WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS. THERE WERE NO DEACCESSIONS DURING THE YEAR. |
| SCHEDULE D, PAGE 2, PART III, LINE 4 | THE UNIVERSITY MAINTAINS A COLLECTION OF BOOKS, JOURNALS, ART, UNIVERSITY ARCHIVAL MATERIALS, MANUSCRIPTS AND ELECTRONIC RESOURCES. THESE ITEMS ARE HOUSED AND MADE AVAILABLE PRIMARILY THROUGH THE GRASSELLI LIBRARY AND BREEN LEARNING CENTER AS ESSENTIAL RESOURCES FOR THE EDUCATIONAL EXPERIENCE OF OUR STUDENTS. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE UNIVERSITY'S ENDOWMENT FUNDS ARE INVESTED AND A PORTION OF THE INCOME EARNED IS USED TO SUPPORT SCHOLARSHIPS, PROGRAMS, FACULTY WORK, OR A SPECIFIC AREA DESIGNATED BY THE DONOR. |
| SCHEDULE D, PAGE 3, PART X | UNDER PROVISIONS OF THE INTERNAL REVENUE CODE, THE UNIVERSITY IS EXEMPT FROM TAXES ON INCOME, OTHER THAN UNRELATED BUSINESS INCOME UNDER CODE SECTION 501(C)(3). THE UNIVERSITY HAD NO MATERIAL NET UNRELATED BUSINESS INCOME DURING THE YEARS ENDED MAY 31, 2014 AND 2013, AND THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN MADE. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | SCHOLARSHIPS AND GRANTS-IN-AID NETTED AGAINST STUDENT FEES -63,148,555 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 280,989 CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT -391,931 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | RENTAL EXPENSE IS NOT NETTED AGAINST REVENUE ON AUDIT -3,291,985 MISCELLANEOUS RECEIPTS ARE NETTED AGAINST EXPENSES ON F/S 654,402 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | TAX BENEFIT TO RENTAL ACTIVITIES ON AUDITED FINANCIALS 14,990 RENTAL EXPENSE IS NOT NETTED AGAINST REVENUE ON AUDIT 3,291,985 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | SCHOLARSHIPS AND GRANTS-IN-AID NETTED AGAINST STUDENT FEES 63,148,555 MISCELLANEOUS RECEIPTS NETTED AGAINST EXPENSES ON F/S 654,402 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | THE UNIVERSITY IS IN COMPLIANCE WITH REV. PROC. 75-50 |
| SCHEDULE E, LINE 6 | THE UNIVERSITY RECEIVES FEDERAL STUDENT FINANCIAL AID ASSISTANCE FOR THE BENEFIT OF ITS STUDENTS FROM VARIOUS FEDERAL AGENCIES. THESE INCLUDE THE DEPARTMENT OF EDUCATION WHICH PROVIDES FUNDS FOR FEDERAL WORK STUDY, PELL GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAM, PERKINS LOAN PROGRAM AND FAMILY EDUCATIONAL LOAN PROGRAM. THE UNIVERSITY ALSO RECEIVES FEDERAL RESEARCH GRANTS FROM THE NATIONAL SCIENCE FOUNDATION, DEPARTMENT OF EDUCATION AND THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (17 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| EUROPE | PROGRAM SERVICES | STUDY ABROAD | $924,335 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | STUDY ABROAD | $34,265 |
| NORTH AMERICA | PROGRAM SERVICES | STUDY ABROAD | $31,183 |
| SOUTH ASIA | PROGRAM SERVICES | STUDY ABROAD | $8,626 |
| SOUTH AMERICA | PROGRAM SERVICES | STUDY ABROAD | $2,752 |
| CENTRAL AMERICA/CARIBBEAN | PROGRAM SERVICES | STUDY ABROAD | $1,974 |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | STUDY ABROAD | $1,885 |
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | STUDY ABROAD | $1,094 |
| CENTRAL AMERICA/CARIBBEAN | INVESTMENTS | $49,542 | |
| EAST ASIA AND THE PACIFIC | INVESTMENTS | $21,522,330 | |
| EUROPE | INVESTMENTS | $25,430,727 | |
| MIDDLE EAST AND NORTH AFRICA | INVESTMENTS | $491,591 | |
| NORTH AMERICA | INVESTMENTS | $2,126,311 | |
| RUSSIA AND NEIGHBORING STATES | INVESTMENTS | $1,046,835 | |
| SOUTH AMERICA | INVESTMENTS | $2,393,253 | |
| SOUTH ASIA | INVESTMENTS | $1,863,182 | |
| SUB-SAHARAN AFRICA | INVESTMENTS | $1,616,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $57,546,842 | SubtotalSpentAmt |
| Total Spent | $57,546,842 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PAGE 1, PART I, LINE 3 | EUROPE 924,335 0 EAST ASIA AND THE PACIFIC 34,265 0 NORTH AMERICA 31,183 0 SOUTH ASIA 8,626 0 SOUTH AMERICA 2,752 0 CENTRAL AMERICA/CARIBBEAN 1,974 0 MIDDLE EAST AND NORTH AFRICA 1,885 0 SUB-SAHARAN AFRICA 1,094 0 CENTRAL AMERICA/CARIBBEAN 0 49,542 EAST ASIA AND THE PACIFIC 0 21,522,330 EUROPE 0 25,430,727 MIDDLE EAST AND NORTH AFRICA 0 491,591 NORTH AMERICA 0 2,126,311 RUSSIA AND NEIGHBORING STATES 0 1,046,835 SOUTH AMERICA 0 2,393,253 SOUTH ASIA 0 1,863,182 SUB-SAHARAN AFRICA 0 1,616,957 |
| SCHEDULE F, PAGE 5, PART V | THE UNIVERSITY PROVIDES A NUMBER OF STUDY ABROAD OPPORTUNITIES FOR ITS STUDENTS. VARIOUS STUDY ABROAD PROGRAMS ARE AVAILABLE EACH YEAR, BUT NOT ALL PROGRAMS LISTED BELOW ARE OFFERED EVERY ACADEMIC YEAR. THE UNIVERSITY ENJOYS LONG-STANDING STUDENT EXCHANGE AGREEMENTS WITH SOPHIA UNIVERSITY IN TOKYO, NANZAN UNIVERSITY IN NAGOYA, AND KANSAI GAIDAI UNIVERSITY IN KYOTO, JAPAN. IN ADDITION, THE UNIVERSITY IS A MEMBER OF THE INTERNATIONAL STUDENT EXCHANGE PROGRAM (ISEP), WHICH OFFERS STUDY ABROAD OPPORTUNITIES WORLDWIDE. IN RECENT YEARS THE UNIVERSITY HAS ALSO ADDED EXCHANGE PROGRAMS WITH THE UNIVERSITY OF HULL, ENGLAND; THE UNIVERSITY OF DORTMUND, GERMANY; RHODES UNIVERSITY, SOUTH AFRICA; RAI INSTITUTE, INDIA; AND FATIH UNIVERSITY, TURKEY. THE UNIVERSITY IS A MEMBER OF THE CONSORTIUM OF AMERICAN JESUIT COLLEGES AND UNIVERSITIES (AJCU) THAT SUPPORTS THE BEIJING PROGRAM FOR UNDERGRADUATE STUDY IN CHINA AS WELL AS THE CASA DE LA SOLIDARIDAD IN EL SALVADOR. STUDENTS CAN CHOOSE FROM SEVERAL PROGRAM OFFERINGS IN EUROPE FOR ONE SEMESTER OR TWO, DEPENDING ON THE PROGRAM. IN ENGLAND, BUSINESS STUDENTS CAN ENROLL IN THE UNIVERSITY'S BOLER BUSINESS SEMESTER IN LONDON; NON-BUSINESS STUDENTS CAN ENROLL IN THE LONDON LIBERAL ARTS SEMESTER, BOTH IN COOPERATION WITH REGENT'S COLLEGE. IN ITALY, STUDENTS CAN PARTICIPATE IN THE UNIVERSITY'S OWN VATICAN PROGRAM IN COOPERATION WITH THE PONTIFICA UNIVERSITA URBANIANA; LOYOLA UNIVERSITY OF CHICAGO'S ROME CENTER; OR JOHN CABOT UNIVERSITY IN ROME. THE UNIVERSITY HAS ALSO ESTABLISHED STUDY ABROAD PROGRAMS IN IRELAND (MAYNOOTH), SPAIN (MADRID), AND COSTA RICA. IN ADDITION, COOPERATIVE AGREEMENTS EXIST WITH PROGRAMS IN AUSTRALIA (AUSTRALEARN) AND DENMARK (DIS), AND THE UNIVERSITY OFFERS SHORT TERM FACULTY LED PROGRAMS IN NUMEROUS COUNTRIES ALL OVER THE WORLD. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1Amt |
| Gross Receipts Event1 | $38,187 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,092 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $33,095 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $13,417 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $107 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,297 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $38,187 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $5,092 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $33,095 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,417 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $107 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,297 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,821 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $15,274 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CATHOLIC COMMUNITY CONNECTION | |||||||
| 2351 E 22ND STREET | CLEVELAND | OH | 44115 | 161635599 | 501C3 | $20,000 | ANNUAL SUPPORT |
| ST MARTIN DE PORRES HIGH SCHOOL | |||||||
| 6111 LAUSCHE AVE | CLEVELAND | OH | 44103 | 300204919 | 501C3 | $28,100 | STUDENT EMPLOYMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND GRANTS | GrantTypeTxt |
| Recipient | 3103 | RecipientCnt |
| Cash Grant | $63,148,554 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY AWARDS SCHOLARSHIPS AND GRANTS BASED ON SUPERIOR ACADEMIC ACHIEVEMENT AND DEMONSTRATED FINANCIAL NEED. INDIVIDUALS RECEIVING AWARDS FROM JOHN CARROLL UNIVERSITY ARE CHOSEN BASED UPON OBJECTIVE AND NON-DISCRIMINATORY CRITERIA WHICH ARE CONSISTENT WITH THE OVERALL TAX-EXEMPT PURPOSE OF THE UNIVERSITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | false | 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 (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| DOREEN K RILEY | ||||||
| VP ADVANCEMENT | $183,662 | $25,000 | $6,000 | $12,900 | $18,059 | $245,621 |
| JOHN T DAY | ||||||
| ACADEMIC VP | $207,999 | $12,600 | $18,145 | $238,744 | ||
| RICHARD F MAUSSER | ||||||
| VP FINANCE/TREASURER | $181,731 | $11,100 | $72,784 | $265,615 | ||
| JONATHAN E SMITH | ||||||
| VP/EXEC ASST TO PRES | $150,417 | $9,000 | $9,471 | $168,888 | ||
| MARK D MCCARTHY | ||||||
| VP STUDENT AFFAIRS | $147,273 | $9,000 | $15,410 | $171,683 | ||
| BRIAN G WILLIAMS | ||||||
| VP FOR ENROLLMENT | $140,194 | $9,000 | $23,076 | $172,270 | ||
| KAREN SCHUELE | ||||||
| DEAN | $192,561 | $11,817 | $56,205 | $260,583 | ||
| ROBERT BLOOM | ||||||
| PROFESSOR | $182,440 | $10,831 | $7,178 | $200,449 | ||
| LEROY BROOKS | ||||||
| PROFESSOR | $166,391 | $10,062 | $18,010 | $194,463 | ||
| ALBERT NAGY | ||||||
| PROFESSOR | $165,912 | $10,224 | $22,693 | $198,829 | ||
| MICHAEL BESTUL | ||||||
| CIO (TECHNOLOGY) | $152,570 | $9,450 | $49,745 | $211,765 | ||
| PAUL R MURPHY | ||||||
| PROFESSOR | $151,096 | $9,033 | $13,560 | $173,689 | ||
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 1A | IN RECOGNITION OF THE UNIQUE ROLE OF THE PRESIDENT IN REPRESENTING THE UNIVERSITY, THE BOARD OF DIRECTORS OF JOHN CARROLL UNIVERSITY REQUIRES THE PRESIDENT, AS A CONDITION OF THEIR EMPLOYMENT, TO LIVE IN A RESIDENCE CONTIGUOUS TO THE UNIVERSITY AND SUITABLE FOR CARRYING OUT THEIR ROLE AND REQUIRED OFFICIAL DUTIES. AS PART OF THEIR OFFICIAL DUTIES, THE PRESIDENT IS RESPONSIBLE FOR EXTENDING OFFICIAL HOSPITALITY TO IMPORTANT VISITORS AND GUESTS IN CONJUNCTION WITH OFFICIAL FUNCTIONS (I.E., CAMPUS ACTIVITIES, ALUMNI AND ADVANCEMENT EVENTS, ETC.). MAID SERVICES ARE PROVIDED TO THE PRESIDENT FOR THE UNIVERSITY OWNED RESIDENCE IN WHICH THEY RESIDE. NO TAXABLE INCOME IS IMPUTED FOR THESE BENEFITS. THE UNIVERSITY'S TRAVEL EXPENSE POLICY PROHIBITS THE PURCHASE OF FIRST- CLASS AIR TRAVEL OR THE EQUIVALENT AT THE UNIVERSITY'S EXPENSE. HOWEVER, FIRST-CLASS TRAVEL OR THE EQUIVALENT IS PERMITTED IN CERTAIN LIMITED CIRCUMSTANCES IN ACCORDANCE WITH THE PRESIDENT'S EMPLOYMENT CONTRACT WHICH HAS BEEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE. |
| SCHEDULE J, PART III | ON JULY 1, 2008 THE UNIVERSITY ENACTED A QUALIFIED PRIVATE 457(B) DEFERRED COMPENSATION PLAN FOR CERTAIN EMPLOYEES WITH ANY EMPLOYER CONTRIBUTIONS TO BE MADE ON A DISCRETIONARY BASIS. THE UNIVERSITY MADE NO CONTRIBUTIONS TO THE 457 PLAN IN FISCAL 2014. ANY AND ALL CONTRIBUTIONS TO THE PLAN IN FISCAL YEAR 2014 WERE VOLUNTARY EMPLOYEE CONTRIBUTIONS. THE PRESIDENT OF THE UNIVERSITY, FR. ROBERT NIEHOFF, SJ, IS A JESUIT PRIEST AND MEMBER OF THE SOCIETY OF JESUS (SJ), A RELIGIOUS ORDER OF THE CATHOLIC CHURCH. IN KEEPING WITH HIS RELIGIOUS VOWS, THE PRESIDENT DOES NOT RECEIVE DIRECT COMPENSATION FROM THE UNIVERSITY. COMPENSATION AND BENEFITS FOR SERVICES PROVIDED BY MEMBERS OF THE SOCIETY OF JESUS ARE PAID DIRECTLY AND IN THE AGGREGATE TO JOHN CARROLL JESUIT COMMUNITY CORPORATION, RATHER THAN TO EACH MEMBER INDIVIDUALLY. GENERAL BOARD OF DIRECTORS MEETINGS ARE HELD AT LEAST THREE TIMES ANNUALLY, WITH EACH MEETING GENERALLY HELD OVER A TWO-DAY PERIOD. IN ADDITION, BOARD COMMITTEES, INCLUDING ACADEMIC AFFAIRS AND PLANNING, AUDIT, CORPORATE GOVERNANCE, DEVELOPMENT, EXECUTIVE, FINANCE, HUMAN RESOURCES, INVESTMENTS, NOMINATING, PLANNING, PROPERTIES AND STUDENT AFFAIRS, MEET AS NECESSARY BUT AT LEAST THREE TIMES ANNUALLY. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Business Name Line2IssuerName/BusinessNameLine2 | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|---|
| OH HIGHER EDUC FACILITY COMMISSION | |||||||||
| A | OHIO HIGHER EDUCATIONAL FACILITY | 346849674 | 67756ASP8 | 2003-08-26 | $24,564,171 | SEE PART V | false | false | false |
| OH HIGHER EDUC FACILITY COMMISSION | |||||||||
| B | OHIO HIGHER EDUCATIONAL FACILITY | 346849674 | 67756BRU6 | 2006-03-16 | $39,950,999 | SEE PART V | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $24,564,171 | $256,189 | $5,500,000 | 2003 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $39,950,999 | $399,106 | 2006 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | Yes (true) |
| B | false | false | false | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | false | false | false | false | false | Yes (true) |
| B | false | false | false | false | false | false | false | false | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K - PURPOSE OF ISSUE DESCRIPTION | FormAndLineReferenceDesc |
| Explanation | OH HIGHER EDUC FACILITY COMMISSION DATE ISSUED: 08/26/2003 - CONSTRUCTION OF THE DON SHULA STADIUM AND REFUNDING THE 1993 BONDS ISSUED ON 03/18/1993 AND 12/30/1993. OH HIGHER EDUC FACILITY COMMISSION DATE ISSUED: 03/16/06 - REFUNDING OF THE 1997 AND 1999 BONDS ISSUED ON 05/01/1997 AND 12/01/1999, RESPECTIVELY; PARTIAL REFUNDING OF THE 2001 BONDS ISSUED ON 11/07/2001. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| $83,700 | TUITION | SCHOLARSHIP |
| $99,990 | TUITION | EMP BENEFIT |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE WILLIAMS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $13,523 | TransactionAmt |
| Transaction | WAGES & BENEFITS | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: SPOUSE OF BRIAN WILLIAMS, VP ENROLLMENT | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,164,327 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SERVICES | 1 | $500 | COST OR SELLING PRICE |
| Yes (X) | HOSTING EVENTS | 4 | $7,278 | COST OR SELLING PRICE |
| Yes (X) | RAFFLE ITEMS | 29 | $2,066 | COST OR SELLING PRICE |
| Yes (X) | PERSONAL PROP | 3 | $5,199 | COST OR SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | SCHEDULE M, PAGE 1, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY USES A THIRD PARTY TO SELL SECURITIES THAT ARE RECEIVED AS DONATIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | A SIGNIFICANT NUMBER OF ALUMNI AND OTHER FRIENDS OF THE UNIVERSITY VOLUNTEER THEIR TIME ADVANCING THE MISSION OF THE UNIVERSITY AND HELPING ATTRACT STUDENTS TO ATTEND JOHN CARROLL. |
| FORM 990, PAGE 2, PART III, LINE 4A | FROM ITS MODEST ORIGIN IN 1886 AS SAINT IGNATIUS COLLEGE ON CLEVELAND'S NEAR WEST SIDE, JOHN CARROLL TODAY IS WIDELY RECOGNIZED AS A TRANSFORMATIVE UNIVERSITY THAT EXCELS IN UNDERGRADUATE AND POST-GRADUATE EDUCATION, ATTRACTING STUDENTS FROM 25 STATES AND 14 COUNTRIES. THE UNIVERSITY STRIVES TO DEVELOP EACH STUDENT AS A WHOLE PERSON - MIND, BODY, AND SOUL. AT THE SAME TIME, STUDENTS ARE CHALLENGED TO MAKE A DIFFERENCE IN THE WORLD THROUGH LEADERSHIP AND SERVICE. AS A JESUIT CATHOLIC UNIVERSITY, JOHN CARROLL OFFERS A RIGOROUS EDUCATION BASED ON A WELL-DEVELOPED LIBERAL ARTS CORE CURRICULUM, INCLUDING A VARIETY OF ACADEMIC PROGRAMS IN THE ARTS AND SCIENCES, AND EDUCATION. U.S. NEWS & WORLD REPORT RANKS JOHN CARROLL AMONG THE TOP 10 UNIVERSITIES IN THE MIDWEST THAT GRANT MASTER'S DEGREES, AND THE UNIVERSITY'S JOHN M. AND MARY JO BOLER SCHOOL OF BUSINESS HOLDS DUAL AACSB ACCREDITATION - AN INTERNATIONAL DISTINCTION AWARDED BY THE ASSOCIATION TO ADVANCE COLLEGIATE SCHOOLS OF BUSINESS PLACING IT IN THE TOP FIVE PERCENT OF BUSINESS SCHOOLS WORLDWIDE. JOHN CARROLL CONSISTENTLY RANKS AS ONE OF THE TOP SCHOOLS IN THE MIDWEST FOR RETENTION RATES AND GRADUATION RATES, WHICH SIGNIFICANTLY EXCEED U.S. AND OHIO AVERAGES. THE UNIVERSITY'S 14:1 STUDENT/FACULTY RATIO ENSURES INDIVIDUAL ATTENTION AND AN INTERACTIVE EXPERIENCE. 85% OF ALL CLASSES HAVE FEWER THAN 30 STUDENTS WITH NO CLASS EXCEEDING 50 STUDENTS. THE UNIVERSITY EDUCATED 3,052 UNDERGRADUATE STUDENTS AND 671 GRADUATE STUDENTS; OFFERED 43 BACHELOR DEGREE MAJORS AND 21 GRADUATE SCHOOL PROGRAMS; AND CONFERRED 642 BACHELOR AND 201 MASTERS DEGREES IN THE 2013-2014 ACADEMIC YEAR. JOHN CARROLL RANKS 4TH IN THE MIDWEST FOR RETENTION AND GRADUATION RATES. 89% OF JCU FRESHMEN RETURN AS SOPHOMORES, AND 64% OF JCU UNDERGRADS RECEIVE THEIR BACHELOR'S DEGREES IN FOUR YEARS, COMPARED WITH 52% OF OTHER FOUR- YEAR PRIVATE SCHOOLS NATIONWIDE, AND 32% OF FOUR-YEAR PUBLIC SCHOOLS. JOHN CARROLL UNIVERSITY HAS BEEN NAMED TO THE PRESIDENT'S HIGHER EDUCATION COMMUNITY SERVICE HONOR ROLL FOR SEVEN CONSECUTIVE YEARS. SERVICE TO OTHERS IS A DEFINING ELEMENT OF THE UNIVERSITY'S CAMPUS CULTURE; STUDENTS HAVE MANY OPPORTUNITIES TO ENGAGE WITH THE LOCAL COMMUNITY FROM THE TIME THEY ARE FRESHMEN. OUR STUDENTS LEARN FROM DISTINGUISHED FACULTY WHO ARE EXPERTS IN THEIR RESPECTIVE FIELDS. 98% OF OUR 185 FULL-TIME TEACHING FACULTY MEMBERS HOLD DOCTORAL DEGREES OR THE TERMINAL DEGREE IN THEIR FIELD; NINE ARE FULBRIGHT FELLOWS. THE MAJORITY OF OUR FACULTY HAVE PUBLISHED BOOKS, ARTICLES, OR RECEIVED RESEARCH GRANTS IN THE PAST TWO YEARS. THE UNIVERSITY'S VARSITY SPORTS TEAMS COMPETE AT THE NCAA DIVISION III INTERCOLLEGIATE LEVEL, AND HAVE WON OVER 70 LEAGUE TITLES AND HAVE PLACED AMONG THE TOP 10 DIVISION III SCHOOLS IN THE NATION ON SEVERAL OCCASIONS. MORE THAN 80 VARSITY ATHLETES HAVE BEEN NAMED DIVISION III ALL-AMERICANS WITH SIX NATIONAL CHAMPIONS, THREE NATIONAL PLAYERS OF THE YEAR AND ONE ACADEMIC ALL-AMERICAN OF THE YEAR. NEARLY 500 UNDERGRADUATES PARTICPATE IN 24 VARSITY MEN'S AND WOMEN'S SPORTS. STUDENTS ALSO HAVE ACCESS TO INTRAMURAL SPORTS, CLUB SPORTS, AND OTHER FITNESS AND RECREATIONAL ACTIVITIES. JOHN CARROLL UNIVERSITY WELCOMES STUDENTS AND FACULTY FROM DIFFERENT RELIGIOUS BACKGROUNDS AND VALUE SYSTEMS IN THE BELIEF THAT THE EDUCATIONAL ENVIRONMENT WHICH THE UNIVERSITY PROVIDES IS ONE WHICH THESE STUDENTS AND FACULTY MAY FIND CONGENIAL, REWARDING, AND ENRICHED BY THEIR PRESENCE. WITHIN THIS ENVIRONMENT THERE IS CONCERN FOR THE HUMAN AND SPIRITUAL DEVELOPMENTAL NEEDS OF THE STUDENTS AND A DEEP RESPECT FOR THE FREEDOM AND DIGNITY OF THE HUMAN PERSON. A FACULTY NOT ONLY PROFESSIONALLY QUALIFIED, BUT ALSO STUDENT ORIENTED, CONSIDERS EXCELLENCE IN INTERPERSONAL RELATIONSHIPS AS WELL AS ACADEMIC ACHIEVEMENT AMONG ITS PRIMARY GOALS. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE BOARD OF MEMBERS OF JOHN CARROLL UNIVERSITY SHALL CONSIST OF: (1) THE PRESIDENT OF JOHN CARROLL UNIVERSITY, EX-OFFICIO MEMBER; (2) THE RECTOR OF THE JOHN CARROLL JESUIT COMMUNITY CORPORATION, EX-OFFICIO MEMBER; (3) TWO MEMBERS OF THE JOHN CARROLL JESUIT COMMUNITY CORPORATION ELECTED TO SERVE TWO YEAR STAGGERED TERMS, BY THOSE MEMBERS IN GOOD STANDING OF THE SOCIETY OF JESUS WHO ARE ASSIGNED TO THE JOHN CARROLL JESUIT COMMUNITY CORPORATION AND PROVIDE SERVICE TO OR HAVE BEEN RETIRED FROM THE UNIVERSITY. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE BOARD OF MEMBERS SHALL HAVE AND EXERCISE SUCH POWERS AND AUTHORITY PROVIDED UNDER APPLICABLE LAW AS ARE CONSISTENT WITH THE MISSION OF THE UNIVERSITY, INCLUDING WITHOUT LIMITATION, THE POWERS TO: (A) ELECT AND TO RE-ELECT THE DIRECTORS OF THE CORPORATION FROM THE SLATE OF NOMINEES RECOMMENDED BY THE BOARD OF DIRECTORS (B) REMOVE ANY DIRECTOR, UPON RECOMMENDATION OF THE BOARD OF DIRECTORS |
| FORM 990, PAGE 6, PART VI, LINE 7B | THE BOARD OF MEMBERS SHALL HAVE AND EXERCISE SUCH POWERS TO AMEND THE ARTICLES AND THE CODE OF REGULATIONS; SELL OR DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; AND MERGE OR DISSOLVE THE CORPORATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE OFFICE OF THE UNIVERSITY'S VP OF FINANCE PREPARES THE FORM 990, WHICH IS THEN REVIEWED BY THE UNIVERSITY'S INDEPENDENT AUDITOR BEFORE IT IS PRESENTED TO THE UNIVERSITY'S AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THE FULL PUBLIC INSPECTION COPY OF THE FINAL FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO IT BEING FILED WITH THE IRS. THE PUBLIC INSPECTION COPY REMOVES THE NAMES AND ADDRESSES OF THE DONORS LISTED IN SCHEDULE B OF THE FORM 990 FILED WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE UNIVERSITY HAS WRITTEN CONFLICT OF INTEREST POLICIES THAT REQUIRE ITS OFFICERS, DIRECTORS, AND EMPLOYEES TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST INVOLVING THEMSELVES AND/OR THEIR FAMILY MEMBERS. THE UNIVERSITY'S EMPLOYEES ARE REQUIRED TO REVIEW THE APPLICABLE POLICY ON AN ANNUAL BASIS, ACKNOWLEDGE COMPLIANCE, AND DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IN ADDITION, EACH MEMBER OF THE BOARD OF DIRECTORS FILLS OUT AN ANNUAL QUESTIONNAIRE IN WHICH POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED. THE RESPONSES TO THESE TWO PROCESSES ARE REVIEWED FOR ANY DISCLOSED ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE UNIVERSITY'S CONFLICT OF INTEREST POLICY PROHIBITS INVOLVEMENT IN UNIVERSITY DECISION- MAKING BY ANY OFFICER, ADMINISTRATOR, EMPLOYEE OR DIRECTOR WHO HAS A CONFLICT THAT IS NOT MANAGED. IN THE EVENT OF THE EXISTENCE OF A CONFLICT OF INTEREST, APPROPRIATE CONFLICT MANAGEMENT MEASURES ARE IMPLEMENTED. VIOLATIONS OF THE UNIVERSITY'S CONFLICTS POLICIES MAY RESULT IN SANCTIONS, UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE UNIVERSITY'S EXECUTIVE COMMITTEE IS RESPONSIBLE FOR ESTABLISHING, REVIEWING AND APPROVING COMPENSATION LEVELS FOR THE UNIVERSITY'S PRESIDENT. THE COMMITTEE REVIEWS COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IN ESTABLISHING COMPENSATION LEVELS. THE COMMITTEE REVIEWS THE COMPENSATION OF THE UNIVERSITY'S PRESIDENT ANNUALLY. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING ARE RECORDED ON ALL COMMITTEE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT FOR THE UNIVERSITY'S PRESIDENT. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE UNIVERSITY'S EXECUTIVE COMMITTEE IS RESPONSIBLE FOR ESTABLISHING, REVIEWING AND APPROVING COMPENSATION LEVELS FOR THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES. THE COMMITTEE REVIEWS COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IN ESTABLISHING COMPENSATION LEVELS. THE COMMITTEE REVIEWS THE COMPENSATION OF THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES ANNUALLY. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING ARE RECORDED ON ALL COMMITTEE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT FOR THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE UNIVERSITY'S FORM 1023 APPLICATION FOR TAX EXEMPTION AND FORMS 990 AND 990-T (CURRENT AND PRIOR THREE YEARS) ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, CODE OF REGULATIONS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | SCHOLARSHIPS AND GRANTS-IN-AID NETTED AGAINST STUDENT FEES -63,148,555 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 280,989 CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT -391,931 RENTAL EXPENSE IS NOT NETTED AGAINST REVENUE ON AUDIT 3,291,985 MISCELLANEOUS RECEIPTS ARE NETTED AGAINST EXPENSES ON F/S -654,402 TAX BENEFIT TO RENTAL ACTIVITIES ON AUDITED FINANCIALS -14,990 RENTAL EXPENSE IS NOT NETTED AGAINST REVENUE ON AUDIT -3,291,985 SCHOLARSHIPS AND GRANTS-IN-AID NETTED AGAINST STUDENT FEES 63,148,555 MISCELLANEOUS RECEIPTS NETTED AGAINST EXPENSES ON F/S 654,402 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2DirectControllingEntityName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|---|
| THE 1886 COMPANY LTD (LLC) | ||||||||||
| 1 JOHN CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | $1,404,827 | $11,212,389 | JCU | JOHN CARROLL UNIVERSITY |
| IGNATIUS LLC | ||||||||||
| 1 JOHN CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | $454,272 | $2,914,342 | JCU | JOHN CARROLL UNIVERSITY |
| LOYOLA LLC | ||||||||||
| 1 JOHN CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | $627,641 | $3,077,425 | JCU | JOHN CARROLL UNIVERSITY |
| MANRESA LLC | ||||||||||
| 1 JOHN CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | $194,661 | $1,180,585 | JCU | JOHN CARROLL UNIVERSITY |
| INIGO LLC | ||||||||||
| 1 JOHN CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | $241,810 | $1,094,490 | JCU | JOHN CARROLL UNIVERSITY |
| CURA PERSONALIS LLC | ||||||||||
| 1 JOHN CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | $681,698 | $3,991,455 | JCU | JOHN CARROLL UNIVERSITY |