2015-05-01T07:00:03-05:00 2014-06-30 CROWE HORWATH LLP 10 WEST BROAD STREET SUITE 1700 COLUMBUS OH 432153713 990 2013-07-01 310536715 UNIVERSITY OF DAYTON UNIV 9372294333 300 COLLEGE PARK DAYTON OH 454691640 ANDREW T HORNER VICE PRESIDENT OF FINANCE 2015-04-30 true RACHEL SPURLOCK P00520729 6144690001 2013 2016-02-25 16:41:14Z DANIEL J CURRAN PHD 300 COLLEGE PARK DAYTON OH 454691640 1561131840 false 0928 X WWW.UDAYTON.EDU X 1850 OH A COMPREHENSIVE CATHOLIC UNIVERSITY, A DIVERSE COMMUNITY COMMITTED IN THE MARIANIST TRADITION, TO EDUCATING THE WHOLE PERSON AND TO LINKING LEARNING AND SCHOLARSHIP WITH LEADERSHIP AND SERVICE. 35 31 7778 280 -281781 -1272136 29770070 34492790 478383461 487784156 46207314 63234763 0 554360845 585511709 102703339 108079611 0 0 227758120 227077778 355680 288228 7933073 162638568 163289476 493455707 498735093 60905138 86776616 1316615005 1431406505 525072674 511957882 791542331 919448623 THE UNIVERSITY OF DAYTON IS AN INDEPENDENT, COMPREHENSIVE CATHOLIC EDUCATIONAL INSTITUTION FOUNDED IN 1850. THE PRIMARY EXEMPT PURPOSE IS PROVIDING POST SECONDARY EDUCATION THROUGH UNDERGRADUATE, GRADUATE, DOCTORAL AND CONTINUING EDUCATION PROGRAMS. THE UNIVERSITY IS COMMITTED, IN THE MARIANIST TRADITION, TO EDUCATE THE WHOLE PERSON AND TO LINKING LEARNING AND SCHOLARSHIP WITH LEADERSHIP AND SERVICE. false false 350650074 108079611 389362964 THE UNIVERSITY SERVES OVER 11,000 FULL AND PART TIME STUDENTS THROUGH ITS DEGREED ACADEMIC PROGRAMS. WE ALSO CONDUCT CONTINUING EDUCATION, SPEAKER SERIES AND CULTURAL EVENTS FOR OUR STUDENTS, ALUMNI, OTHER LIFE-LONG LEARNERS AND THE PUBLIC. AN INTEGRAL PART OF OUR CATHOLIC AND MARIANIST IDENTITY IS SERVICE TO THE COMMUNITY. WE ENCOURAGE OUR STUDENTS, AS PART OF THEIR EDUCATIONAL EXPERIENCE, TO BECOME INVOLVED IN SERVICE LEARNING PROJECTS ON A LOCAL, STATE, NATIONAL AND INTERNATIONAL LEVEL. AS THE MAJORITY OF OUR UNDERGRADUATES RESIDE ON CAMPUS, WE PROVIDE LIVING, LEARNING AND WORKING EXPERIENCES BY OPERATING OUR DORMITORIES, FOOD SERVICES AND BOOKSTORE INTERNALLY FOR THE BENEFIT OF THE STUDENTS. INSTRUCTION STATISTICS FOR THIS FISCAL YEAR: 7,997 - UNDERGRADUATE STUDENTS 2,860 - GRADUATE, LAW, DOCTORAL STUDENTS. DEGREES AWARDED THIS FISCAL YEAR: 1,953 - BACHELOR; 877 - MASTER; 34 - DOCTORATE; 141 - LAW. 84259168 0 97078764 THE UNIVERSITY, AS PART OF ITS EDUCATIONAL MISSION, IS ALSO INVOLVED IN BASIC AND APPLIED RESEARCH. THIS ACTIVITY PROVIDES HANDS-ON LEARNING OPPORTUNITIES AND ON CAMPUS EMPLOYMENT FOR OUR STUDENTS; SUPPORT FOR OUR FACULTY BY PROVIDING EQUIPMENT AND LABORATORIES FOR THEIR USE; AND A POSITIVE ECONOMIC IMPACT TO THE REGIONAL COMMUNITY THROUGH INCREASED EMPLOYMENT OPPORTUNITIES AND TRAINING. RESEARCH AREAS: US GOVERNMENT CONTRACTS - 77.9% STATE AND LOCAL GOVERNMENT - 11.7% BUSINESS AND INDUSTRY - 7.5% PRIVATE FOUNDATIONS / UNIVERSITIES / NON-U.S. SPONSORS - 2.9% 434909242 true true false true false false false false true true true false false true true false true true true true false true true false false false true true true true false false false false false false true false true true true true false false true true true true false false true 17678 0 true 7778 true true true true CH false false false true true false false false false X 35 31 true false true false true true true true true false false true true true true true true true true true true AK CO MI NY SC VA X ANDREW T HORNER 9372294333 300 COLLEGE PARK DAYTON OH 45469 DANIEL J CURRAN PHD PRESIDENT 40.00 0.00 X X 613611 0 154383 REV JAMES F FITZ SM RECTOR 40.00 0.00 X X 0 0 0 REV MARTIN A SOLMA SM VICE CHAIR - DIRECTOR 5.00 0.00 X X 0 0 0 STEVEN D COBB CHAIR - DIRECTOR 5.00 0.00 X X 0 0 0 ANNE EITING KLAMAR MD DIRECTOR 5.00 0.00 X 0 0 0 ANNETTE M CHAVEZ MD DIRECTOR 5.00 0.00 X 0 0 0 BRO BERNARD J PLOEGER SM DIRECTOR 5.00 0.00 X 0 0 0 BRO EDWARD M BRINK SM DIRECTOR 5.00 0.00 X 0 0 0 BRO JOSEPH H KAMIS SM DIRECTOR 5.00 0.00 X 0 0 0 BRO THOMAS F GIARDINO SM DIRECTOR 5.00 0.00 X 0 0 0 CATHERINE V BABINGTON DIRECTOR 5.00 0.00 X 0 0 0 D DARLENE MARLOWE DIRECTOR 5.00 0.00 X 0 0 0 DEBORAH TOBIAS DIRECTOR 5.00 0.00 X 0 0 0 DENNIS MARX DIRECTOR 5.00 0.00 X 0 0 0 GEORGE P HANLEY DIRECTOR 5.00 0.00 X 0 0 0 JOHN C RIAZZI DIRECTOR 5.00 0.00 X 0 0 0 JOHN M FORTE DIRECTOR 5.00 0.00 X 0 0 0 JOSEPH SPADAFORD DIRECTOR 5.00 0.00 X 0 0 0 JOSPEH R HINRICHS DIRECTOR 5.00 0.00 X 0 0 0 KATHERINE SCHIPPER PHD DIRECTOR 5.00 0.00 X 0 0 0 KEVIN CROTTY DIRECTOR 5.00 0.00 X 0 0 0 KEVIN P MALONEY DIRECTOR 5.00 0.00 X 0 0 0 KURT P SANFORD DIRECTOR 5.00 0.00 X 0 0 0 LAWRENCE WOERNER DIRECTOR 5.00 0.00 X 0 0 0 LYNTON SCOTLAND DIRECTOR 5.00 0.00 X 0 0 0 MARY H BOOSALIS DIRECTOR 5.00 0.00 X 0 0 0 MICHAEL A RUFFOLO DIRECTOR 5.00 0.00 X 0 0 0 REV RUDY A VELA SM D MI DIRECTOR 5.00 0.00 X 0 0 0 RICHARD J PFLEGER DIRECTOR 5.00 0.00 X 0 0 0 RICHARD OMLOR DIRECTOR 5.00 0.00 X 0 0 0 RICHARD P DAVIS DIRECTOR 5.00 0.00 X 0 0 0 THOMAS A HOLTON ESQ DIRECTOR 5.00 0.00 X 0 0 0 THOMAS G BREITENBACH DIRECTOR 5.00 0.00 X 0 0 0 THOMAS SWIDARSKI DIRECTOR 5.00 0.00 X 0 0 0 TY J WILLIAMS DIRECTOR 5.00 0.00 X 0 0 0 BETH H KEYES VP FACILITIES 40.00 0.00 X 164129 0 21333 DAVID L HARPER VP ADVANCEMENT 40.00 0.00 X 226705 0 27794 JOSEPH E SALIBA SR. VP ACADEMICS 40.00 0.00 X 284360 0 39093 JOYCE M CARTER VP HUMAN RESOURCES 40.00 0.00 X 167646 0 92078 MICHAEL V MCCABE VP RESEARCH 40.00 0.00 X 277607 0 29462 SUNDAR KUMARASAMY VP ENROLLMENT MGT 40.00 0.00 X 229870 0 27757 THOMAS E BURKHARDT VP FINANCE 40.00 0.00 X 257939 0 31880 TIMOTHY J WABLER VP ATHLETICS 40.00 0.00 X 231283 0 29401 WILLIAM M FISCHER VP STUDENT DEVELOPMENT 40.00 0.00 X 159144 0 20417 KEVIN R KELLY DEAN EDUCATION 40.00 0.00 X 197426 0 18957 PATRICK G DONNELLY ASSOC. PROVOST FACULTY & ADMIN 40.00 0.00 X 159759 0 39361 PAUL E MCGREAL DEAN LAW 40.00 0.00 X 268359 0 23605 PAUL H BENSON DEAN ARTS & SCIENCES 40.00 0.00 X 196366 0 37390 PAUL M BOBROWSKI DEAN BUSINESS 40.00 0.00 X 224733 0 15720 THOMAS D SKILL ASSOCIATE PROVOST AND CIO 40.00 0.00 X 188391 0 81169 TONY E SALIBA DEAN ENGINEERING 40.00 0.00 X 208192 0 68305 JAMES J JABIR HEAD COACH WOMEN'S BASKETBALL 40.00 0.00 X 287624 0 89633 JEFFREY W MORRIS PROFESSOR 40.00 0.00 X 269152 0 17724 RICHARD B SAPHIRE PROFESSOR 40.00 0.00 X 264347 0 16668 RYAN J MILLER HEAD COACH MEN'S BASKETBALL 40.00 0.00 X 667423 0 25124 VERNELLIA R RANDALL PROFESSOR 40.00 0.00 X 232460 0 10888 JOSEPH F CASTELLANO DEAN BUSINESS (FORMER KEY EMPLOYEE) 40.00 X 137172 0 25240 LISA A KLOPPENBERG DEAN SCHOOL OF LAW (FORMER KEY EMPLOYEE) 40.00 X 145454 0 37707 THOMAS J LASLEY DEAN EDUCATION (FORMER KEY EMPLOYEE) 40.00 X 173227 0 30482 6232379 0 1011571 315 true true false DANIS BUILDING CONSTRUCTION CO 3233 NEWMARK DRIVE MIAMISBURG OH 45342 GENERAL CONTRACTOR 11389470 ELLUCIAN COMPANY LP 14083 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 ERP SYSTEM PROVIDER 1255405 GREATER DAYTON CONSTRUCTION LTD 4197 RESEARCH BLVD DAYTON OH 45430 GENERAL CONTRACTOR 852121 RIXCO LLC 1916 LUCILLE DRIVE DAYTON OH 45404 GENERAL CONTRACTOR 755997 OHIO VALLEY AUDIO VISUAL 858 DISTRIBUTION DRIVE DAYTON OH 45434 GENERAL CONTRACTOR 742152 35 1606760 32886030 2894024 34492790 TUITION & FEES 611310 313777472 313777472 GOVERNMENT CONTRACTS 611310 73897226 73897226 AUXILIARY ACTIVITY 611310 69256924 68049180 1207744 ACADEMIC PROJECTS 611310 19942716 19942716 BOOKSTORE, NET 611310 10909818 10775134 134684 0 0 0 0 487784156 14195812 -1624209 15820021 0 0 0 0 0 1024659082 975620131 49038951 0 49038951 49038951 0 0 0 0 0 0 0 0 0 0 0 585511709 486441728 -281781 64858972 244901 244901 107457770 107457770 376940 376940 0 0 5419596 0 5419596 0 425165 0 425165 0 163949562 142466667 17540827 3942068 14172346 12325499 1505799 341048 31337536 26811239 3784427 741870 11773573 9930698 1568092 274783 0 0 0 0 431413 0 431413 0 383046 0 383046 0 220354 0 220354 0 288228 288228 1758136 0 1758136 0 26520824 19579674 6690971 250179 678248 444142 223149 10957 54109448 47921837 5486556 701055 5286942 2573742 2523131 190069 0 12752511 12718722 33789 0 10740123 9460437 997170 282516 0 0 0 0 5659828 3662986 1108343 888499 15454130 14653146 800984 0 0 0 0 0 25489545 21853069 3617266 19210 3804928 2427773 1374564 2591 0 0 0 0 498735093 434909242 55892778 7933073 0 23347139 36302039 134016396 15078072 21285806 21080009 42261688 40946206 0 0 0 0 50617239 53101465 3154806 3436800 906911 558602 870275726 334401324 522512589 535874402 354075792 382050277 155172982 339717633 0 0 9263657 3261000 1316615005 1431406505 34716934 34279734 22775785 23317975 309111415 298020972 0 0 35859027 33766912 122609513 122572289 525072674 511957882 X 583803224 686281415 64182546 82761492 143556561 150405716 791542331 919448623 1316615005 1431406505 X 86776616 41837755 -708079 X false true X true true true X 21063383 26753781 30564311 29770070 34492798 142644343 0 0 0 0 0 0 0 0 0 0 0 0 21063383 26753781 30564311 29770070 34492798 142644343 0 142644343 8612791 7732502 9586676 12476748 14195812 52604529 0 0 0 0 0 0 19405751 20233570 20252607 21617548 22674632 104184108 299432980 2218171098 0.47640 X Schedule A, Part II, Line 10, Other Income DESCRIPTION - GROSS INCOME FROM SALE OF INVENTORY, COLUMN A - 20005014, COLUMN B - 20424589, COLUMN C - 20252607, COLUMN D - 21617548, COLUMN E - 22674632, COLUMN F - XXX-XX-XXXX; DESCRIPTION - OTHER INCOME, COLUMN A - -599263, COLUMN B - -191019, COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - -790282; SCHEDULE A, PART II, EXPLANATION OF FILING TO QUALIFY FOR LIMITED DONOR DISCLOSURE UNDER THE SPECIAL RULE ON SCHEDULE B, THE PUBLIC SUPPORT TEST HAS BEEN COMPLETED TO DEMONSTRATE THE UNIVERSITY MEETS THE QUANTITATIVE SUPPORT TEST UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE, WHICH REQUIRES AN ORGANIZATION TO RECEIVE A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true 2211 false false true 213483 false true 4660 220354 false Schedule C, Part II-B, Line 1, Description of the activities reported on Lines 1a through 1i THE UNIVERSITY, THROUGH ITS GOVERNMENT RELATIONS OFFICE, PERIODICALLY ADDRESSES CORRESPONDENCE AND TELEPHONE CALLS TO ITS LOCAL, STATE AND FEDERAL ELECTED OFFICIALS. ISSUES IMPORTANT TO THE UNIVERSITY, ITS MISSION AND IDENTITY AND ITS STUDENTS ARE ADDRESSED, INCLUDING: STUDENT FINANCIAL AID PROGRAMS - FEDERAL AND STATE; LANDLORD/TENANT LAWS - STATE AND LOCAL; PUBLICLY FUNDED RESEARCH - FEDERAL AND STATE; ECONOMIC DEVELOPMENT - STATE AND LOCAL. SCHEDULE C, PART II-B, LINE 1I, 990_SCHC_PARTII-B_LINE1I A PORTION OF MEMBERSHIP DUES PAID TO NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES AND DAYTON DEVELOPMENT COALITION ARE USED FOR LOBBYING. 450612059 15633153 66124320 6818464 7386670 518164398 407357645 12819669 45163255 7054956 7673554 450612059 423419316 5438960 -7564715 6661368 7274548 407357645 355550216 12397730 68551915 6317903 6762642 423419316 328967471 14083914 41605226 5585123 23521272 355550216 0.57200 0.28970 0.13830 false false 2925825 49194065 52119890 0 576846440 174495053 402351387 0 0 0 0 0 202901400 137518469 65382931 0 38407996 22387802 16020194 535874402 0 0 REAL ESTATE / PE PARTNERSHIPS/HEDGE FUNDS 339717633 F 339717633 0 POST RETIREMENT BENEFITS 76442379 NDSL LOAN FUNDS 11725795 ANNUITY FUNDS 11030012 DEBT RETIREMENT 10586848 OTHER DEP/PAYROLL WITHHOLDING 9136760 COLLATERAL HELD FOR SECURITIES 2018073 MEDICAL CLAIMS EST. LIABILITY 1632422 122572289 X Schedule D, Part V, Line 4, Intended uses of endowment funds THE UNIVERSITY USES ITS ENDOWMENT FUNDS TO PROVIDE SCHOLARSHIPS AND GRANTS TO ITS STUDENTS; TO SUPPORT THE SCHOLARLY WORK OF ITS FACULTY MEMBERS; AND TO MAINTAIN AND ENHANCE ITS LIBRARY HOLDINGS. Schedule D, Part X, Line 2, FIN 48 (ASC 740) footnote THE UNIVERSITY IS INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS. BELOW ARE THE PARAGRAPHS FROM THE INCOME TAXES FOOTNOTE WHICH RELATE TO THE UNIVERSITY. THE UNIVERSITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS AN ORGANIZATION EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE UNIVERSITY IS A PUBLIC CHARITY BY REASON OF BEING DESCRIBED IN IRC SECTION 170(B)(1)(A)(II). THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES EXCEPT TO THE EXTENT OF INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. UNRELATED BUSINESS INCOME IS NOT MATERIAL TO THE FINANCIAL STATEMENTS. THE UNIVERSITY COMPLETED AN ANALYSIS OF ITS TAX POSITION IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS AS OF JUNE 30, 2014 OR 2013. true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3, Racially nondiscriminatory policy THE UNIVERSITY OF DAYTON RECRUITS ON NATIONAL AND INTERNATIONAL LEVELS AND INCLUDES OUR NON-DISCRIMINATION POLICY IN OUR PRINTED AND WEB-BASED RECRUITMENT AND REGISTRATION MATERIALS. Schedule E, Part I, Line 6a, Financial aid or assistance from a governmental agency THE UNIVERSITY OF DAYTON RECEIVES FINANCIAL ASSISTANCE FROM THE DEPARTMENT OF EDUCATION IN THE FORM OF FEDERAL FINANCIAL AID FOR ITS STUDENTS. SOUTH ASIA 0 1 PROGRAM SERVICES STUDENT RECRUITMENT 194117 EAST ASIA AND THE PACIFIC 1 2 PROGRAM SERVICES INTERNATIONAL CAMPUS 422819 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 191531 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD 10094 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD 1305466 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 133291700 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDENT RECRUITMENT 3600 1 3 135419327 ACADEMIC SCHOLARSHIPS TO UD STUDENTS EUROPE (INCLUDING ICELAND AND GREENLAND) 31 160936 TUITION REDUCTION CREDIT ACADEMIC SCHOLARSHIPS TO UD STUDENTS EAST ASIA AND THE PACIFIC 51 216004 TUITION REDUCTION CREDIT true false true true true false SCHEDULE F, PART I, LINE 3, STUDENT RECRUITMENT EXPENDITURES STUDENT RECRUITMENT EXPENDITURES ARE FOR THE SERVICES OF THE RECRUITING AGENTS AND ANY EXPENSES ASSOCIATED WITH STUDENT RECRUITMENT IN THAT SPECIFIC GEOGRAPHIC REGION. SERVICES ARE PAID ACCORDING TO A WRITTEN CONTRACT WITH THE AGENT AND ARE EVALUATED YEARLY. ALL EXPENSES ARE REIMBURSED AT COST. STUDY ABROAD EXPENSES ARE FOR THE PROGRAMS CONDUCTED BY THE UNIVERSITY FOR ITS STUDENTS DURING THE SUMMER TERM (MAY-JULY) AND DURING THE CHRISTMAS BREAK (DECEMBER-JANUARY). DURING THIS FISCAL YEAR, THERE WERE EIGHT PROGRAMS CONDUCTED IN EUROPE, THREE PROGRAMS IN AFRICA, AND ONE PROGRAM IN SOUTH AMERICA. IN 2011, THE UNIVERSITY SIGNED A MEMORANDUM OF UNDERSTANDING WITH SUZHOU INDUSTRIAL PARK THAT LEAD TO THE CREATION OF THE UNIVERSITY OF DAYTON CHINA INSTITUTE (UDCI LTD.) IN A GROWING INDUSTRIAL DEVELOPMENT SITE IN SUZHOU, JIANGSU PROVINCE, PEOPLE'S REPUBLIC OF CHINA. THE PURPOSE OF UCDI LTD. IS TO PROVIDE RESEARCH FACILITIES TO UD FACULTY AND STUDENTS AND TO DELIVER COURSES, CONTINUING EDUCATION AND EXECUTIVE TRAINING TO COMPANIES LOCATED IN THE INDUSTRIAL PARK. Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statements CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statements CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL X X X X X X true RUFFALOCODY 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 TELEFUND false 766666 288228 478438 766666 288228 478438 AL AK AR CO CT FL HI LA MA MI MN MS MO NH NJ NY NC ND OH OK OR SC UT VA WA WV WI Schedule G, Part I, Line 2b, Describe the custody or control arrangement. RUFFALOCODY-THE UNIVERSITY ENGAGED RUFFALOCODY TO MANAGE THE TELEFUND PROGRAM. THE COMPANY PROVIDES THE FOLLOWING SERVICES: IT HIRES UD STUDENTS TO MAKE THE CALLS TO DONORS; FASHIONS THE SCRIPTS THAT THE STUDENT CALLERS USE AND FOLLOWS UP WITH MAILINGS TO DONORS, SUCH AS REMINDERS AND PLEDGE ACKNOWLEDGEMENTS. THE CONTRACT WITH RUFFALOCODY SPECIFIES AN ANNUAL FEE FOR THESE SERVICES. ALL FUNDS RAISED THROUGH THIS PROGRAM COME DIRECTLY TO THE UNIVERSITY. THE VENDOR DOES NOT RECEIVE ANY MONEY FROM THE DONORS, NOR ARE THEY COMPENSATED BASED ON A PERCENTAGE OF THE MONEY RAISED.; Schedule G, Part I, Line 2b, payment of fees or payment of expenses RUFFALOCODY-THE CONTRACT WITH RUFFALOCODY ALSO SPECIFIES REIMBURSEMENT FOR MAILING EXPENSES. THE UNIVERSITY PAID $20,534 IN MAILING COSTS FOR THIS FISCAL YEAR. THESE EXPENSES ARE ITEMIZED ON THE MONTHLY INVOICE.; true THE DAYTON FOUNDATION 40 N MAIN STREET 500 DAYTON OH 45423 316027287 501(C)(3) 64900 VARIOUS EDUCATIONAL PROJECTS THE DAYTON ART INSTITUTE 456 BELMONTE PARK NORTH DAYTON OH 45405 310537480 501(C)(3) 10000 SPONSORSHIP OF ART EXHIBIT THE NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE OF GREATER DAYTON 14 WEST 1ST STREET SUITE 401 DAYTON OH 45402 342056247 501(C)(3) 5000 SPONSORSHIP OF 36TH ANNUAL FRIENDSHIP DINNER GOODWILL EASTER SEALS MIAMI VALLEY 1511 KUNTZ ROAD DAYTON OH 45404 310537112 501(C)(3) 50000 MAIN STREET HEADQUARTERS PROJECT DAYTON LITERARY PEACE PRIZE FOUNDATION PO BOX 461 DAYTON OH 454090461 202905129 501(C)(3) 5000 DAYTON LITERARY PEACE PRIZE EVENT SPONSOR THE UNITED WAY OF THE GREATER DAYTON AREA 33 WEST FIRST STREET SUITE 500 DAYTON OH 45402 310536658 501(C)(3) 30000 VARIOUS PROJECTS SINCLAIR COMMUNITY COLLEGE 444 WEST THIRD STREET DAYTON OH 45402 310723444 STATE OF OHIO 75000 ADVANCED INTEGRATED MANUFACTURING CENTER COLLABORATIVE PROJECT COUNCIL FOR COMMUNITY OUTREACH AND DEVELOPMENT 5301 FREE PIKE TROTWOOD OH 45426 310642328 501(C)(3) 5001 2014 MLK CELEBRATION SPONSOR 8 0 ACADEMIC SCHOLARSHIPS FOR UD STUDENTS 8034 107457770 0 N/A N/A Schedule I, Part I, Line 2, Procedures for monitoring use of grant funds THE UNIVERSITY OF DAYTON IS AN INDEPENDENT UNIVERSITY THAT PROVIDES SCHOLARSHIPS AND GRANTS TO ITS STUDENTS. THE STUDENTS QUALIFY TO RECEIVE THIS AID BASED UPON THEIR FINANCIAL NEED AND ACADEMIC TALENT. RECORDS ARE MAINTAINED THAT DOCUMENT THE STUDENTS' FINANCIAL NEED, ELIGIBILITY TO QUALIFY FOR THE SCHOLARSHIPS AND GRANTS AND THE AMOUNTS AWARDED ON AN ANNUAL BASIS. X X X X true true X X X X X true true false false false false false false false RYAN J MILLER HEAD COACH MEN'S BASKETBALL 243872 0 415000 0 8551 0 11313 0 13811 0 692547 0 0 0 WILLIAM M FISCHER VP STUDENT DEVELOPMENT 153542 0 0 0 5602 0 8665 0 11752 0 179561 0 0 0 THOMAS D SKILL ASSOCIATE PROVOST AND CIO 187094 0 0 0 1297 0 17595 0 63574 0 269560 0 0 0 PAUL E MCGREAL DEAN LAW 267623 0 0 0 736 0 12750 0 10855 0 291964 0 0 0 PATRICK G DONNELLY ASSOC. PROVOST FACULTY & ADMIN 157846 0 0 0 1913 0 14527 0 24834 0 199120 0 0 0 JOSEPH E SALIBA SR. VP ACADEMICS 258737 0 0 0 25623 0 22950 0 16143 0 323453 0 0 0 PAUL M BOBROWSKI DEAN BUSINESS 205047 0 0 0 19686 0 11149 0 4571 0 240453 0 0 0 TIMOTHY J WABLER VP ATHLETICS 202764 0 0 0 28519 0 19012 0 10389 0 260684 0 0 0 TONY E SALIBA DEAN ENGINEERING 190447 0 0 0 17745 0 18826 0 49479 0 276497 0 0 0 DAVID L HARPER VP ADVANCEMENT 220679 0 0 0 6026 0 16469 0 11325 0 254499 0 0 0 PAUL H BENSON DEAN ARTS & SCIENCES 194818 0 0 0 1548 0 17945 0 19445 0 233756 0 0 0 KEVIN R KELLY DEAN EDUCATION 196140 0 0 0 1286 0 9860 0 9097 0 216383 0 0 0 BETH H KEYES VP FACILITIES 161294 0 0 0 2835 0 13808 0 7525 0 185462 0 0 0 JOYCE M CARTER VP HUMAN RESOURCES 143819 0 0 0 23827 0 11534 0 80544 0 259724 0 0 0 SUNDAR KUMARASAMY VP ENROLLMENT MGT 212651 0 0 0 17219 0 16039 0 11718 0 257627 0 0 0 DANIEL J CURRAN PHD PRESIDENT 471523 0 43220 0 98868 0 119125 0 35258 0 767994 0 0 0 MICHAEL V MCCABE VP RESEARCH 252134 0 0 0 25473 0 21005 0 8457 0 307069 0 0 0 JAMES J JABIR HEAD COACH WOMEN'S BASKETBALL 207746 0 70000 0 9878 0 15687 0 73946 0 377257 0 0 0 THOMAS E BURKHARDT VP FINANCE 242467 0 0 0 15472 0 21546 0 10334 0 289819 0 0 0 JEFFREY W MORRIS PROFESSOR 64562 0 40918 0 163672 0 9820 0 7904 0 286876 0 0 0 VERNELLIA R RANDALL PROFESSOR 66324 0 33084 0 133052 0 7499 0 3389 0 243348 0 0 0 RICHARD B SAPHIRE PROFESSOR 64908 0 39710 0 159729 0 9530 0 7138 0 281015 0 0 0 JOSEPH F CASTELLANO DEAN BUSINESS (FORMER KEY EMPLOYEE) 134758 0 0 0 2414 0 10726 0 14514 0 162412 0 0 0 LISA A KLOPPENBERG DEAN SCHOOL OF LAW (FORMER KEY EMPLOYEE) 89777 0 55301 0 376 0 11060 0 26647 0 183161 0 0 0 THOMAS J LASLEY DEAN EDUCATION (FORMER KEY EMPLOYEE) 170420 0 0 0 2807 0 15749 0 14733 0 203709 0 0 0 Schedule J, Part I, Line 1a, First-class or charter travel THE PRESIDENT TRAVELS BUSINESS CLASS WHEN AVAILABLE OR FIRST CLASS WHEN OTHER OPTIONS ARE NOT AVAILABLE ON INTERNATIONAL BUSINESS TRIPS. THE MEN'S BASKETBALL TEAM MAY TRAVEL VIA CHARTERED FLIGHTS TO GAMES TO MINIMIZE THE TIME SPENT AWAY FROM CAMPUS FOR THE PLAYERS. THESE BENEFITS ARE NOT INCLDUED IN TAXABLE COMPENSATION. Schedule J, Part I, Line 1a, Travel for companions SPOUSES OF THE PRESIDENT, VP FOR ATHLETICS, AND HEAD MEN'S BASKETBALL COACH MAY TRAVEL TO A LIMITED NUMBER OF EVENTS FOR BUSINESS PURPOSES EACH YEAR; THESE EVENTS INCLUDE ALUMNI EVENTS, MEN'S BASKETBALL CONFERENCE TOURNAMENTS AND THE NCAA MEN'S BASKETBALL TOURNAMENT. THESE EMPLOYEES ARE TAXED ON THE PERSONAL COMPONENT OF THE TRAVEL. Schedule J, Part I, Line 1a, Housing allowance or residence for personal use THE PRESIDENT RECEIVES A YEARLY TAXABLE HOUSING ALLOWANCE. Schedule J, Part I, Line 1a, Health or social club dues or initiation fees THE UNIVERSITY PAYS SOCIAL CLUB DUES FOR THE PRESIDENT, SOME VICE PRESIDENTS AND DEANS. THESE EMPLOYEES ARE TAXED ON THEIR PERSONAL USE OF THE CLUB DUES. Schedule J, Part I, Line 4a, Severance or change-of-control payment THE THREE PROFESSORS LISTED AS THE HIGHEST PAID EMPLOYEES RECEIVED PAYMENTS UNDER THE UNIVERSITY OF DAYTON SCHOOL OF LAW TENURED FACULTY VOLUNTARY SEPARATION INCENTIVE PLAN. JEFFREY W. MORRIS $163,672 VERNELLIA R. RANDALL $132,337 RICHARD B. SAPHIRE $158,840 Schedule J, Part I, Line 4b, Supplemental nonqualified retirement plan PARTICIPATION IN A SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN, 457(F) PLAN: DANIEL J. CURRAN $100,000 (FUNDING OF PLAN). DR. CURRAN IS THE ONLY EMPLOYEE PARTICIPATING IN THIS PLAN. SCHEDULE J, PART II, COLUMN (B)(II), BONUS COMPENSATION THE MEN'S BASKETBALL COACH RECEIVED A BONUS PAYMENT, AS SPECIFIED IN HIS CONTRACT, BASED UPON THE ACADEMIC PERFORMANCE RATE OF THE MEN'S BASKETBALL TEAM AND BASED UPON THE PERFORMANCE OF THE MEN'S BASKETBALL TEAM DURING THE POST-SEASON. THE WOMEN'S BASKETBALL COACH RECEIVED A BONUS PAYMENT, AS SPECIFIED IN HIS CONTRACT, BASED UPON THE PERFORMANCE OF THE WOMEN'S BASKETBALL TEAM DURING THE REGULAR AND POST-SEASON. A OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756AUF7 2004-12-02 16744216 2004 REVENUE BONDS - REFUNDING false false false B OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756AYG1 2006-08-04 12154493 2006 REVENUE BONDS - REFUNDING false false false C OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756AXP2 2006-08-04 92808635 2006 REVENUE BONDS - CONSTRUCTION false false false D OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756AYD8 2006-08-04 22824354 2006 REVENUE BONDS - REFUNDING false false false A 9820000 0 17333251 0 0 0 153051 84495 0 0 17095705 0 2007 true true true true B 3605000 0 12951780 0 0 0 99928 110152 0 0 12741700 0 2007 false true true true C 1520000 0 98559146 0 0 0 735623 707589 0 29081262 68034672 0 2010 true true true true D 15625000 0 23533957 0 0 0 183956 0 0 0 23350001 0 2006 true false true true A 0.00000 0.00000 0.00000 B 0.00000 0.00000 0.00000 C false false false true true 0.01600 0.00250 0.01850 false false true D false false false false 0.00720 0.00770 0.01490 false false true A false false false true false false false false true B false false false true false true MORGAN STANLEY 11.7 false false false 0.0 false true C false false false true false true MORGAN STANLEY 18.6 false false false 0.0 false true D false false false true false true MORGAN STANLEY 9.1 false false false 0.0 false true A true B true C true D true SCHEDULE K, PART I, COLUMN (F), 2011 REVENUE BONDS - CONSTRUCTION THE 2011 BOND PROCEEDS WERE USED TO CONSTRUCT AND FURNISH A NEW APARTMENT STYLE STUDENT RESIDENCE COMPLEX; TO RENOVATE THE COLLEGE PARK CENTER TO PROVIDE SPACE FOR THE VISUAL ARTS DEPARTMENT, INCLUDING CLASSROOM AND STUDENT WORKSPACE; UPGRADE DINING AND FOOD SERVICE FACILITIES IN A CAMPUS RESIDENCE HALL; AND AQUIRE AND UPGRADE TECHNOLOGY EQUIPMENT FOR THE 1700 SOUTH PATTERSON BUILDING. SCHEDULE K, PART I, COLUMN (F), 2013 REVENUE BONDS - CONSTRUCTION THE 2013 BOND PROCEEDS WERE USED TO CONSTRUCT, FURNISH AND EQUIP IMPROVEMENTS TO THE SCIENCE CENTER COMPLEX AND OTHER ACADEMIC BUILDINGS INCLUDING CLASSROOMS, COMMON AREAS AND ADMINISTRATIVE OFFICES; RENOVATE AND FURNISH STUDENT RESIDENCE HALLS, APARTMENTS AND HOUSES; AND FOR LIBRARY RENOVATIONS. THE 2013 BOND PROCEEDS WERE ALSO USED TO REFUND THE BALANCE ON THE 2004 BOND ISSUE DATED DECEMBER 2, 2004, WHICH WERE USED ORIGINALLY FOR CONSTRUCTION TOTALLING $35,659,187 SCHEDULE K, PART I, COLUMN (F), 2006 REVENUE BONDS - REFUNDING THE 2006 BOND PROCEEDS WERE USED TO REFUND PORTIONS OF THE BOND ISSUE DATED JULY 2, 1997 AND JULY 20, 2000, WHICH WAS USED TO CONSTRUCT IMPROVE AND EQUIP THE SCIENCE EDUCATION BUILDING; CONSTRUCT A NEW STUDENT APARTMENT BUILDING; AND RENOVATE ADMINISTRATIVE AND ACADEMIC BUILDINGS; TO REFUND THE BOND ISSUE DATED OCTOBER 29, 2003, WHICH WAS USED TO PAY COSTS ASSOCIATED WITH THE ISSUANCE OF THE 2006 BOND ISSUE. SCHEDULE K, PART I, COLUMN (F), 2006 REVENUE BONDS - CONSTRUCTION THE 2006 BOND PROCEEDS WERE USED TO RENOVATE STUDENT RESIDENCE HALLS, APARTMENTS AND HOUSES; TO RENOVATE LABORATORY, RESEARCH AND CLASSROOM AREAS; AND TO RENOVATE THE UNIVERSITY RESEARCH INSTITUTE AND OTHER LABORATORY FACILITIES. SCHEDULE K, PART I, COLUMN (F), 2004 REVENUE BONDS - REFUNDING 2004 REVENUE BONDS - REFUNDING; THE 2004 BOND PROCEEEDS WERE USED TO REFUND THE BOND ISSUES DATED JUNE 30, 1994 AND JULY 2, 1997, WHICH WERE USED TO CONSTRUCT AND EQUIP THE LAW SCHOOL AND LIBRARY, INSTALL COMPUTER SYSTEMS, RENOVATE STUDENT RESIDENCE HALLS AND UPGRADE CLASSROOM AND OFFICE SPACE IN VARIOUS CAMPUS BUILDINGS. SCHEDULE K, PART I, COLUMN (F), 2009 REVENUE BONDS - CONSTRUCTION 2009 REVENUE BONDS - CONSTRUCTION; THE BOND PROCEEDS WERE USED TO RENOVATE STUDENT RESIDENCE FACILITIES AND TO RENOVATE CLASSROOM AND LABRATORY FACILITIES. SCHEDULE K, PART I, COLUMN (F), 2009 REVENUE BONDS - REFUNDING THE 2009 BOND PROCEEDS WERE USED TO REFUND A PORTION OF THE BOND ISSUE DATED JULY 2, 1997; TO REFUND A PORTION OF THE BOND ISSUE DATED JULY 9, 1998, WHICH WAS USED TO CONSTRUCT, IMPROVE AND EQUIP VARIOUS ACADEMIC AND ADMINISTRATIVE FACILITIES; TO REFUND A PORTION OF THE BANK NOTE ISSUED ON APRIL 16, 2008 WHICH WAS USED TO REFUND THE STATE OF OHIO HIGHER EDUCATIONAL FACILITY COMMISSION REVENUE BONDS DATED MAY 1, 2002, WHICH WERE ISSUED TO RENOVATE THE ARENA ATHLETIC FACILITIES, CONSTRUCT SCIENCE LABRATORY FACILITIES AND AQUIRE AND RENOVATE STUDENT HOUSES. SCHEDULE K, PART I, COLUMN (F), 2006 REVENUE BONDS - REFUNDING THE 2006 BOND PROCEEDS WERE USED TO REFUND PORTIONS OF THE BOND ISSUE DATED JULY 2, 1997 AND JULY 20, 2000, WHICH WAS USED TO CONSTRUCT, IMPROVE AND EQUIP THE SCIENCE EDUCATION BUILDING; CONSTRUCT A NEW STUDENT APARTMENT BUILDING; AND RENOVATE ADMINISTRATIVE AND ACADEMIC BUILDINGS; TO REFUND THE BOND ISSUE DATED OCTOBER 29, 2003, WHICH WAS USED TO PAY COSTS ASSOCIATED WITH THE ISSUANCE OF THE 2006 BOND ISSUE. Sch K, Part IV, Line 2c, ISSUER NAME: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION : No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 08/04/2011 FOR THE 2006 BOND ISSUES.. Sch K, Part IV, Line 2c, ISSUER NAME: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION : No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 08/04/2011 FOR THE 2006 BOND ISSUES.. Sch K, Part IV, Line 2c, ISSUER NAME: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION : No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 03/20/2014 FOR THE 2009 BOND ISSUE.. Sch K, Part IV, Line 2c, ISSUER NAME: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION : No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 08/04/2011 FOR THE 2006 BOND ISSUES.. Sch K, Part IV, Line 2c, ISSUER NAME: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION : No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 03/20/2014 FOR THE 2009 BOND ISSUE.. Sch K, Part IV, Line 2c, ISSUER NAME: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION : No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 12/02/2014 FOR THE 2004 BOND ISSUE.. SCHEDULE K, PART VI, OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 03/16/2011 BOND ISSUE TOTAL PROCEEDS AT ISSUE: $19,085,647 TOTAL INVESTMENT EARNINGS: $4,783 SCHEDULE K, PART VI, OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 02/12/2013 BOND ISSUE TOTAL PROCEEDS AT ISSUE: $65,898,556 TOTAL INVESTMENT EARNINGS: $22,908 SCHEDULE K, PART VI, OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 12/02/2004 BOND ISSUE TOTAL PROCEEDS AT ISSUE: $16,744,216 TOTAL INVESTMENT EARNINGS: $589,035 SCHEDULE K, PART VI, OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 08/04/2006 BOND ISSUE TOTAL PROCEEDS AT ISSUE: $12,154,493 TOTAL INVESTMENT EARNINGS: $797,287 SCHEDULE K, PART VI, OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 08/04/2006 BOND ISSUE TOTAL PROCEEDS AT ISSUE: $92,808,635 TOTAL INVESTMENT EARNINGS: $5,750,511 SCHEDULE K, PART VI, OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 08/04/2006 BOND ISSUE TOTAL PROCEEDS AT ISSUE: $22,824,354 TOTAL INVESTMENT EARNINGS: $709,603 SCHEDULE K, PART VI, OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 03/20/2009 BOND ISSUE TOTAL PROCEEDS AT ISSUE: $55,124,578 TOTAL INVESTMENT EARNINGS: $26,134 SCHEDULE K, PART VI, OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 03/20/2009 BOND ISSUE TOTAL PROCEEDS AT ISSUE: $19,120,467 TOTAL INVESTMENT EARNINGS: $284,929 SCHEDULE K, PART VI, OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 03/16/2011 BOND ISSUE TOTAL PROCEEDS AT ISSUE: $42,580,636 TOTAL INVESTMENT EARNINGS: $9,334 A OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756BXU9 2009-03-20 55124578 2009 REVENUE BONDS - CONSTRUCTION false false false B OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756BXU9 2009-03-20 19120467 2009 REVENUE BONDS - REFUNDING false false false C OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756BYZ7 2011-03-16 42580636 2011 REVENUE BONDS - CONSTRUCTION false false false D OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756BYY0 2011-03-16 19085647 2011 REVENUE BONDS - REFUNDING false false false A 0 0 55150712 0 343632 0 624578 0 0 31182502 23000000 0 2010 true false true true B 7140000 0 19405396 0 0 0 217604 0 0 0 19187792 0 2009 true false true true C 0 0 42589970 0 1523708 0 503144 0 0 40563118 0 0 2012 false false true true D 8315000 0 19090430 0 0 0 190438 0 0 0 18899992 0 2011 true false true true A false false false true true 0.00510 0.00140 0.00650 false false true B 0.00000 0.00000 0.00000 C false false false true true 0.00090 0.01440 0.01530 false false true D 0.00000 0.00000 0.00000 A false false false true false false false false true B false false false true false false 0.0 false 0.0 false true C false true false false true false 0.0 false 0.0 false true D false true false false true false false false true A true B true C true D true A OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756A8B1 2013-02-12 65898556 2013 REVENUE BONDS - CONSTRUCTION false false false A 0 0 65921464 0 298813 29356050 649510 0 0 34931340 685750 0 2013 true false false true A false false false true true 0.00530 0.00890 0.01420 false false true A false true false false false false false false true A true SEE STATEMENT SEE STATEMENT 176843 TUITION DISCOUNTS CREDITED EMPLOYEE BENEFIT PER POLICY THOMAS BURKHARDT III FAMILY MEMBER OF THOMAS E. BURKHARDT (OFFICER) 64304 EMPLOYMENT false SUSAN SALIBA FAMILY MEMBER OF TONY SALIBA (KEY EMPLOYEE) 149134 EMPLOYMENT false BRENDA DONNELLY FAMILY MEMBER OF PATRICK DONNELLY (KEY EMPLOYEE) 94507 EMPLOYMENT false ALEXANDRA HALL FAMILY MEMBER OF KEVIN R. KELLEY (KEY EMPLOYEE) 66042 EMPLOYMENT false PROQUEST LLC KURT SANFORD IS AN OFFICER OF PROQUEST LLC. 102013 THE UNIVERSITY PURCHASES PRODUCTS AND SERVICES FROM PROQUEST LLC. false FIFTH THIRD BANK TYRONE WILLIAMS IS AN OFFICER OF FIFTH THIRD BANK IN NEW YORK CITY, NY. 1704570 FIFTH THIRD IS ONE OF FIVE BANKS THE UNIVERSITY USES FOR ITS TREASURY MANAGEMENT AND MERCHANT PROCESSING SERVICES. false ANNE EITING KLAMAR MD ANNE EITING KLAMAR IS A SHAREHOLDER OF MIDMARK CORP 327040 MIDMARK CORP LEASES SPACE IN THE 1700 BUILDING AT FAIR MARKET VALUE. false JUDITH KEYES FAMILY MEMBER OF BETH KEYES (OFFICER) 46555 EMPLOYMENT false X 5 11860 APPRAISAL X 1682 COST X 48 2440580 MARKET VALUE X 3 143013 FACE VALUE OF PROMISSORY NOTE/POLICY X 1 55000 APPRAISAL X TICKETS 1 10000 COST X EQUIPMENT 1 163048 APPRAISAL X EVENT ITEMS 6 68288 COST X MISCELLANEOUS 9 553 COST 0 false true false Schedule M, Part I, Explanations of reporting method for number of contributions ART - WORKS OF ART: NUMBER OF CONTRIBUTIONS SECURITIES - PUBLICLY TRADED: NUMBER OF CONTRIBUTIONS SECURITIES - MISCELLANEOUS: NUMBER OF CONTRIBUTIONS REAL ESTATE - RESIDENTIAL: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line 1, Number of contributions or items contributed. NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line 5, Number of contributions or items contributed. Schedule M, part I, column (b), Line 9, Number of contributions or items contributed. NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line 12, Number of contributions or items contributed. NUMBER OF CONTRIBUTIONS Form 990, Part VI, Sec A, Line 1a, Delegate broad authority to a committee THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONSISTS OF THE CHAIRPERSON OF THE BOARD, THE VICE CHAIRPERSON OF THE BOARD, THE PRESIDENT OF THE UNIVERSITY AND NOT LESS THAN FOUR OTHER MEMBERS OF THE BOARD ELECTED BY MAJORITY VOTE AT THE ANNUAL MEETING OF THE BOARD OF TRUSTEES. BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL OF THE POWERS OF THE BOARD, EXCEPT FOR THE POWER TO GRANT DEGREES, ELECT OR REMOVE THE PRESIDENT, AUTHORIZE ANY CHANGES IN THE BYLAWS OF THE BOARD OF TRUSTEES OR MAKE A DETERMINATION ON MATTERS ON WHICH THESE BYLAWS SPECIFICALLY REQUIRE A VOTE BY THE BOARD OF TRUSTEES. Form 990, Part VI, Sec A, Line 2, Family/business relationships amongst interested persons JOSEPH E. SALIBA AND TONY E. SALIBA - FAMILY RELATIONSHIP Form 990, Part VI, Sec A, Line 4, Significant changes to organizational documents THE UNIVERSITY UPDATED THE CONSTITUTION OF THE CORPORATION IN MARCH 2014 WITH CLARIFYING CHANGES REGARDING THE TOTAL NUMBER OF TRUSTEES AND THE CONSTITUTION OF A QUORUM. THE BYLAWS WERE UPDATED TO CLARIFY CHANGES REGARDING THE LIMITATIONS OF LIABILITY AND INDEMNIFICATION OF TRUSTEES, OFFICERS, EMPLOYEES AND AGENTS OF THE CORPORATION. Form 990, Part VI, Sec A, Line 6, Classes of members or stockholders THE MEMBERS OF THE UNIVERSITY OF DAYTON CORPORATION SHALL CONSIST OF THE MARIANISTS OF THE UNITED STATES, INC. Form 990, Part VI, Sec A, Line 7a, Members or stockholders electing members of governing body THE MARIANISTS OF THE UNITED STATES, INC. ARE MEMBERS OF THE UNIVERSITY OF DAYTON CORPORATION AND AS SUCH, THEY MAY NOMINATE CANDIDATES FOR ELECTION/OR REMOVAL TO THE UNIVERSITY'S BOARD OF TRUSTEES AND MAY APPROVE THE CONSTITUTION OF THE UNIVERSITY OF DAYTON, THE BYLAWS OF THE CORPORATION AND AMENDMENTS TO THE ARTICLES OF INCORPORATION, SAID CONSTITUTION AND BYLAWS OF THE CORPORATION. Form 990, Part VI, Sec A, Line 7b, Decisions requiring approval by members or stockholders THE MARIANISTS OF THE UNITED STATES, INC. ARE MEMBERS OF THE UNIVERSITY OF DAYTON CORPORATION AND AS SUCH, THEY MUST APPROVE BY TWO-THIRDS VOTE, ANY ACTION OF THE BOARD OF TRUSTEES REGARDING MERGERS OF THE CORPORATION, SALES OF ASSETS OF THE CORPORATION, OR PARTIAL OR TOTAL DISSOLUTION OF THE CORPORATION. THE MARIANISTS OF THE UNITED STATES, INC. ALSO HAVE THE AUTHORITY TO APPROVE AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS. Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing body THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES HAS THE RESPONSIBILITY TO REVIEW THE FORM 990 AT ONE OF ITS REGULARLY SCHEDULED MEETINGS. THESE COMMITTEE MEMBERS WILL REPORT THEIR OBSERVATIONS TO THE FULL BOARD OF TRUSTEES. ALL MEMBERS OF THE BOARD OF TRUSTEES MAY ACCESS THE RETURN ON AN INTERNALLY MANAGED BOARD OF TRUSTEES DISCUSSION SITE, TO ALLOW THEM TO REVIEW THE FINAL RETURN BEFORE IT IS FILED. Form 990, Part VI, Sec B, Line 12c, Conflict of interest policy THE UNIVERSITY'S LEGAL DEPARTMENT AND BOARD OF TRUSTEES OFFICE REVIEW THE RESPONSES TO THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES THAT ARE SENT TO ALL OFFICERS, KEY EMPLOYEES AND BOARD OF TRUSTEE MEMBERS RESPECTIVELY. ANY POTENTIAL CONFLICTS DISCLOSED ARE REVIEWED AND REPORTED TO THE PRESIDENT, BOARD OF TRUSTEES, AND APPROPRIATE VICE PRESIDENTS. IF A CONFLICT EXISTS, THE INDIVIDUAL IS EXCUSED FROM DISCUSSION AND VOTING ON THE MATTER IN QUESTION. THE QUESTIONNAIRES ARE DISTRIBUTED TO EACH OFFICER, DIRECTOR, AND KEY EMPLOYEE ANNUALLY. Form 990, Part VI, Sec B, Line 15a, Process to establish compensation of top management official THE UNIVERSITY HAS A FORMAL, WRITTEN COMPENSATION POLICY FOR THE PRESIDENT. THERE IS ALSO A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WHO REVIEWS THIS POLICY, EXTERNAL COMPENSATION INFORMATION (COMPARABLE DATA SUCH AS COMPENSATION LEVELS PAID BY SIMILAR ORGANIZATIONS, THE LEVEL OF THE EMPLOYEES EDUCATION AND EXPERIENCE, AND THE RESPONSIBILITIES OF THE POSITION) AND PRIOR YEAR COMPENSATION TO DETERMINE YEARLY COMPENSATION. THIS INFORMATION, ALONG WITH THE COMMITTEE'S RECOMMENDATION IS DISCUSSED AT A REGULARLY SCHEDULED BOARD OF TRUSTEES MEETING AND VOTED ON BY BOARD MEMBERS. THIS PROCESS WAS LAST UNDERTAKEN IN 2014. THE PROCESS AND DECISIONS ARE DOCUMENTED IN THE MINUTES. Form 990, Part VI, Sec B, Line 15b, Process to establish compensation of other employees COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT AFTER AN ANNUAL REVIEW AND ACCORDING TO PRIOR WRITTEN COMPENSATION AGREEMENTS. FINAL REVIEW OF THE COMPENSATION OF ALL OTHER OFFICERS AND KEY EMPLOYEES IS CONDUCTED AT MEETINGS OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE UNIVERSITY UTILIZES DATA FROM PEER INSTITUTIONS AS REPORTED IN THE ANNUAL ADMINISTRATIVE COMPENSATION CUPA-HR SURVEY TO ENSURE THAT COMPENSATION FOR THESE POSITIONS IS AT APPROPRIATE LEVELS. THIS PROCESS WAS LAST UNDERTAKEN IN 2014. THE PROCESS AND DECISIONS ARE DOCUMENTED IN THE MINUTES. Form 990, Part VI, Sec C, Line 19, Required documents available to the public THE PUBLIC MAY ACCESS THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS THROUGH THE UNIVERSITY'S WEBSITE. Form 990 , Part XI, Line 9, Other changes in net assets or fund balances CHANGE IN UNREALIZED LOSS ON INTEREST RATE SWAP - 505477; CHANGE IN POSTRETIREMENT BENEFIT OBLIGATION - -2607488; INTERCOMPANY ELIMINATIONS - 1393932; Schedule M, part I, column (b), Line 15, Number of contributions or items contributed. NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=TICKETS : NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=EQUIPMENT : NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=EVENT ITEMS : NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=MISCELLANEOUS : NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line 1, Number of contributions or items contributed. NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line 9, Number of contributions or items contributed. NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line 12, Number of contributions or items contributed. NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line 15, Number of contributions or items contributed. NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=TICKETS : NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=EQUIPMENT : NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line other, Number of contributions or items contributed. OTHER=EVENT ITEMS : NUMBER OF CONTRIBUTIONS Schedule M, part I, column (b), Line other, Number of contributions or items contributed. 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