CASE WESTERN RESERVE UNIVERSITY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: CASE WESTERN RESERVE UNIVERSITY (EIN 34-1018992)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-06-09
IRS object ID: 201421609349300462
Schema version: 2012v2.1
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 K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-06-09T11:00:03-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	134008324	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PRICEWATERHOUSECOOPERS LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET ST SUITE 1700	AddressLine1
City	PHILADELPHIA	City
State	PA	State
ZIP Code	19103	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	341018992	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CASE WESTERN RESERVE UNIVERSITY	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CASE	NameControl
Phone	2163682126	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10900 EUCLID AVENUE	AddressLine1
City	CLEVELAND	City
State	OH	State
ZIP Code	441067006	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOHN F SIDERAS	Name
Title	SENIOR VP OF FINANCE AND CFO	Title
Date Signed	2014-06-06	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
PTIN	P00460263	PTIN
Phone	2673303000	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Amended Return	X	AmendedReturn

Name Of Principal Officer Business NameOfPrincipalOfficerBusiness

Field	Value	IRS element (for citing)
Business Name Line1	BARBARA R SNYDER	BusinessNameLine1

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	10900 EUCLID AVENUE	AddressLine1
City	CLEVELAND	City
State	OH	State
ZIP Code	441067006	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	2969791186	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	HTTP://WWW.CASE.EDU	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1826	YearFormation
State Legal Domicile	OH	StateLegalDomicile
Activity Or Mission Description	CASE WESTERN RESERVE UNIVERSITY IS AN INDEPENDENT, RESEARCH-ORIENTED UNIVERSITY WITH BROADLY BASED STRENGTHS IN HEALTH, INCLUDING MEDICINE, NURSING AND DENTISTRY; IN ENGINEERING; IN THE ARTS AND SCIENCES; AND IN LAW, MANAGEMENT AND SOCIAL WORK. THE UNIVERSITY'S COMMITMENT IS TO EXCELLENCE IN TEACHING, RESEARCH AND SCHOLARSHIP. THE UNIVERSITY BRINGS TOGETHER HIGHLY QUALIFIED FACULTY, STUDENTS AND STAFF TO: 1) OFFER UNDERGRADUATE EDUCATION THAT PRESERVES THE STRENGTHS OF THE TRADITIONAL ARTS AND SCIENCES, AND THE PROFESSIONS, 2) PREPARE STUDENTS FOR POSITIONS OF LEADERSHIP IN PROFESSIONS THAT ARE IMPORTANT TO SOCIETY, AND, 3) ADVANCE, THROUGH RESEARCH AND SCHOLARSHIP, THE UNDERSTANDING OF ITS CHOSEN DISCIPLINES AND THEIR APPLICATIONS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	47	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	43	NbrIndependentVotingMembers
Total Nbr Employees	9959	TotalNbrEmployees
Total Nbr Volunteers	489	TotalNbrVolunteers
Total Gross UBI	2516385	TotalGrossUBI
Net Unrelated Business Txbl Income	-216369	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	508711824	ContributionsGrantsPriorYear
Contributions Grants Current Year	500622231	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	419738774	ProgramServiceRevenuePriorYear
Program Service Revenue CY	452490485	ProgramServiceRevenueCY
Investment Income Prior Year	7791796	InvestmentIncomePriorYear
Investment Income Current Year	56536558	InvestmentIncomeCurrentYear
Other Revenue Prior Year	1589841	OtherRevenuePriorYear
Other Revenue Current Year	939604	OtherRevenueCurrentYear
Total Revenue Prior Year	937832235	TotalRevenuePriorYear
Total Revenue Current Year	1010588878	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	121616119	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	143037095	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	411648005	SalariesEtcPriorYear
Salaries Etc Current Year	411433117	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	167138	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	16812120	TotalFundrsngExpCurrentYear
Other Expense Prior Year	441764390	OtherExpensePriorYear
Other Expenses Current Year	445352697	OtherExpensesCurrentYear
Total Expenses Prior Year	975028514	TotalExpensesPriorYear
Total Expenses Current Year	999990047	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-37196279	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	10598831	RevenuesLessExpensesCY
Total Assets BOY	2645405127	TotalAssetsBOY
Total Assets EOY	2762212531	TotalAssetsEOY
Total Liabilities BOY	820756003	TotalLiabilitiesBOY
Total Liabilities EOY	826305030	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1824649124	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1935907501	NetAssetsOrFundBalancesEOY
Mission Description	CASE WESTERN RESERVE UNIVERSITY IS AN INDEPENDENT, RESEARCH-ORIENTED UNIVERSITY WITH BROADLY BASED STRENGTHS IN HEALTH, INCLUDING MEDICINE, NURSING AND DENTISTRY; IN ENGINEERING; IN THE ARTS AND SCIENCES; AND IN LAW, MANAGEMENT AND SOCIAL WORK. THE UNIVERSITY'S COMMITMENT IS TO EXCELLENCE IN TEACHING, RESEARCH AND SCHOLARSHIP. THE UNIVERSITY BRINGS TOGETHER HIGHLY QUALIFIED FACULTY, STUDENTS AND STAFF TO: (1) OFFER UNDERGRADUATE EDUCATION THAT PRESERVES THE STRENGTHS OF TRADITIONAL DISCIPLINARY MAJORS WHILE INTEGRATING CONTENTS AND METHODS FROM TECHNOLOGY, THE ARTS AND SCIENCES, AND THE PROFESSIONS, (2) PREPARE STUDENTS FOR POSITIONS OF LEADERSHIP IN PROFESSIONS THAT ARE IMPORTANT TO SOCIETY, AND (3) ADVANCE, THROUGH RESEARCH AND SCHOLARSHIP, THE UNDERSTANDING OF ITS CHOSEN DISCIPLINES AND THEIR APPLICATIONS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	350506493	Expense
Grants	15576740	Grants
Description	CASE WESTERN RESERVE UNIVERSITY IS CLASSIFIED AS A RESEARCH UNIVERSITY (VERY HIGH RESEARCH ACTIVITY) - EXTENSIVE BY THE CARNEGIE COMMISSION ON HIGHER EDUCATION. THIS CLASSIFICATION GIVEN TO THOSE INSTITUTIONS THAT TRAIN THE GREATEST NUMBER OF FUTURE RESEARCHERS (USUALLY MEASURED BY THE NUMBER OF PH.D. STUDENTS) AND TO THOSE INSTITUTIONS THAT RECEIVE THE MOST FEDERAL FUNDS. IN ADDITION TO FEDERAL SOURCES, RESEARCH IN THE SCIENCES, THE HUMANITIES AND THE HEALTH SCIENCES AREA IS FUNDED BY GIFTS AND GRANTS FROM PRIVATE FOUNDATIONS, CORPORATIONS AND INDIVIDUALS.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	295334192	Expense
Grants	79356980	Grants
Revenue	346792492	Revenue
Description	THE ACADEMIC PROGRAMS OF CASE WESTERN RESERVE UNIVERSITY ARE ADMINISTERED THROUGH ITS SCHOOLS AND COLLEGES. CURRENTLY 9,784 STUDENTS ARE ENROLLED IN PROGRAMS LEADING TO UNDERGRADUATE, GRADUATE AND PROFESSIONAL DEGREES ADMINISTERED THROUGH THE UNIVERSITY'S NINE SCHOOLS: THE CASE SCHOOL OF ENGINEERING, THE COLLEGE OF ARTS AND SCIENCES, THE MANDEL SCHOOL OF APPLIED SOCIAL SCIENCES, THE SCHOOL OF DENTAL MEDICINE, THE SCHOOL OF GRADUATE STUDIES, THE SCHOOL OF LAW, THE WEATHERHEAD SCHOOL OF MANAGEMENT, THE SCHOOL OF MEDICINE AND THE FRANCES PAYNE BOLTON SCHOOL OF NURSING.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	63901721	Expense
Grants	48103375	Grants
Revenue	104740269	Revenue
Description	THE AUXILIARY PROVIDES SEVERAL SERVICES WHICH, ALTHOUGH NOT DIRECTLY RELATED TO ITS ACADEMIC MISSION, ARE NEVERTHELESS AN INTEGRAL PART OF THE OVERALL EDUCATIONAL EXPERIENCE OF ITS STUDENTS. THE PROVISION OF CAMPUS HOUSING AND BOARD PLANS, AND PHONE SERVICES ARE EXAMPLES OF CURRENT AUXILIARY SERVICES.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	203110259	Expense
Revenue	965683	Revenue
Description	OTHER SPONSORED PROGRAMS: THE UNIVERSITY'S LIBRARY SYSTEM IS COMPOSED OF FOUR PRIMARY UNITS:' THE UNIVERSITY LIBRARY, THE CLEVELAND HEALTH SCIENCES LIBRARY, THE SCHOOL OF LAW LIBRARY AND THE LILLIAN & MILFORD HARRIS LIBRARY IN THE MANDEL SCHOOL OF APPLIED SOCIAL SCIENCES. THE LIBRARIES OF THE UNIVERSITY SUPPORT THE UNDERGRADUATE, GRADUATE AND PROFESSIONAL PROGRAMS AND CONTAIN 2.75 MILLION VOLUMES. CASE WESTERN RESERVE UNIVERSITY OFFERS ASSISTANCE TO ITS STUDENTS TO HELP MEET FINANCIAL NEED OR TO RECOGNIZE OUTSTANDING ACADEMIC ACHIEVEMENT AND PROMISE. ACADEMIC EXCELLENCE IS RECOGNIZED BY THE ACADEMIC AWARDS PROGRAM AND OTHER SCHOLARSHIP PROGRAMS OF THE UNDERGRADUATE COLLEGES AND BY VARIOUS ASSISTANTSHIPS, FELLOWSHIPS, SCHOLARSHIPS AND OTHER AWARDS OF INDIVIDUAL DEPARTMENTS IN THE SCHOOL OF GRADUATE STUDIES AND SEVERAL OF THE PROFESSIONAL SCHOOLS. CASE WESTERN RESERVE UNIVERSITY ACTIVELY PROMOTES THE DEVELOPMENT OF SERVICES AND PROGRAMS TO SUPPORT THE PHYSICAL, EMOTIONAL AND INTELLECTUAL WELL-BEING OF ITS STUDENTS.' THE PROGRAMS AND SERVICES ARE AVAILABLE TO UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS ALIKE AND ARE DESIGNED TO PROVIDE POSITIVE, DEVELOPMENTAL OPPORTUNITIES BOTH TO SUPPLEMENT THE ACADEMIC EXPERIENCE AND ENRICH CAMPUS LIFE.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	203110259	TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev	965683	TotalOfOtherProgramServiceRev
Total Program Service Expense	912852665	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	true	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	true	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	true	School
Foreign Office	true	ForeignOffice
Foreign Activities	true	ForeignActivities
More Than5000 K To Organizations	true	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	true	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	true	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	true	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	true	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	15220	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	9959	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	true	ForeignFinancialAccount
Name Of Foreign Country	AR	NameOfForeignCountry
Name Of Foreign Country	AS	NameOfForeignCountry
Name Of Foreign Country	BR	NameOfForeignCountry
Name Of Foreign Country	CA	NameOfForeignCountry
Name Of Foreign Country	CH	NameOfForeignCountry
Name Of Foreign Country	CS	NameOfForeignCountry
Name Of Foreign Country	EC	NameOfForeignCountry
Name Of Foreign Country	FR	NameOfForeignCountry
Name Of Foreign Country	GM	NameOfForeignCountry
Name Of Foreign Country	GH	NameOfForeignCountry
Name Of Foreign Country	IN	NameOfForeignCountry
Name Of Foreign Country	IS	NameOfForeignCountry
Name Of Foreign Country	IT	NameOfForeignCountry
Name Of Foreign Country	KE	NameOfForeignCountry
Name Of Foreign Country	NL	NameOfForeignCountry
Name Of Foreign Country	NU	NameOfForeignCountry
Name Of Foreign Country	PP	NameOfForeignCountry
Name Of Foreign Country	PO	NameOfForeignCountry
Name Of Foreign Country	SN	NameOfForeignCountry
Name Of Foreign Country	SF	NameOfForeignCountry
Name Of Foreign Country	SZ	NameOfForeignCountry
Name Of Foreign Country	UG	NameOfForeignCountry
Name Of Foreign Country	UK	NameOfForeignCountry
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form1098 C Filed	true	Form1098CFiled
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	47	NbrVotingGoverningBodyMembers
Number Independent Voting Members	43	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	AZ	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	AR	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	CO	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	DC	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	KS	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	ME	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MD	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MI	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OK	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	PA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	SC	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	WA	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	JOHN F SIDERAS	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	2163682126	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	10900 EUCLID AVENUE	AddressLine1
City	CLEVELAND	City
State	OH	State
ZIP Code	441067006	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (69 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
BARBARA SNYDER
PRESIDENT; EX OFFICIO TRUSTEE	80.00	X	X	1011030	0	219350
ALAN L SCHWARTZ MD PHD
TRUSTEE	2.00	X		0	0	0
ANDREW WASYNCZUK
TRUSTEE	2.00	X		0	0	0
ARCHIE G CO
TRUSTEE	2.00	X		0	0	0
BRIAN J RATNER
TRUSTEE	2.00	X		0	0	0
CAROLINE A KOVAC PHD
TRUSTEE	2.00	X		0	0	0
CHARLES D FOWLER
VICE CHAIR OF THE BOARD OF TRUSTEES	2.00	X		0	0	0
CHARLES HALLBERG
TRUSTEE	2.00	X		0	0	0
CHARLES J KOCH
CHARIMAN OF THE BOARD OF TRUSTEES	2.00	X		0	0	0
COLLEEN BATCHELER
TRUSTEE	2.00	X		0	0	0
DANIEL P HARRINGTON
TRUSTEE	2.00	X		0	0	0
DAVID A DABERKO
TRUSTEE	2.00	X		0	0	0
DAVID P HUNT
TRUSTEE	2.00	X		0	0	0
DOMINIC OZANNE
TRUSTEE	2.00	X		0	0	0
FRANK N LINSALATA
TRUSTEE	2.00	X		0	0	0
FRED DISANTO
TRUSTEE	2.00	X		0	0	0
GEORGE L MAJOROS JR
TRUSTEE	2.00	X		0	0	0
GREGORY EASTWOOD
TRUSTEE	2.00	X		0	0	0
HEMANT R KANAKIA
TRUSTEE	2.00	X		0	0	0
JAMES C WYANT
TRUSTEE	2.00	X		0	0	0
JAMES L BILDNER
TRUSTEE	4.00	X		4000	0	0
JENNIE S HWANG PHD
TRUSTEE	2.00	X		0	0	0
JOE MANDATO
TRUSTEE	2.00	X		0	0	0
JOHN P CAMPI
TRUSTEE	2.00	X		0	0	0
JOIE A GREGOR
TRUSTEE	2.00	X		0	0	0
JOSEPH A SABATINI
VICE CHAIR OF THE BOARD OF TRUSTEES	2.00	X		0	0	0
JOSEPH B RICHEY
TRUSTEE	2.00	X		0	0	0
JOSEPH P KEITHLEY
TRUSTEE	2.00	X		0	0	0
JULIE GERBERDING MD MPH
TRUSTEE	2.00	X		0	0	0
KENNETH B CHANCE DDS
TRUSTEE	2.00	X		0	0	0
LAWRENCE M SEARS
TRUSTEE	2.00	X		0	0	0
LINDA BURNES BOLTON PHD
TRUSTEE	2.00	X		0	0	0
MARY ANN JORGENSON
VICE CHAIR OF THE BOARD OF TRUSTEES	2.00	X		0	0	0
MICHAEL CHERKASKY
TRUSTEE	2.00	X		0	0	0
RONALD DOZORETZ
TRUSTEE	2.00	X		0	0	0
SALLY GRIES
TRUSTEE	2.00	X		0	0	0
SAMIR N JADALLAH
TRUSTEE	2.00	X		0	0	0
SARA MOLL
TRUSTEE	2.00	X		0	0	0
SCOTT A WOLSTEIN
TRUSTEE	2.00	X		0	0	0
SUSIE GHARIB
TRUSTEE	2.00	X		0	0	0
THALIA DORWICK PHD
TRUSTEE	2.00	X		0	0	0
THEODORE L SCHROEDER
TRUSTEE	2.00	X		0	0	0
THOMAS F MCKEE
TRUSTEE	2.00	X		0	0	0
TIMOTHY J CALLAHAN
TRUSTEE	2.00	X		0	0	0
VINCENT GAUDIANI MD
TRUSTEE	2.00	X		0	0	0
VIRGINIA BARBATO
TRUSTEE	2.00	X		0	0	0
W NICHOLAS HOWLEY
TRUSTEE	2.00	X		0	0	0
WILLIAM E BRUNER II MD
TRUSTEE	2.00	X		0	0	0
ELIZABETH KEEFER
GENERAL COUNSEL & SECRETARY	60.00		X	428239	0	50514
JOHN SIDERAS
SR VP & CFO	60.00		X	456217	0	78213
JOHN WHEELER
SR VP FOR ADMINISTRATION	60.00		X	384326	0	37215
ROBERT BROWN
TREASURER	60.00		X	225421	0	38759
SALLY STALEY
CHIEF INVESTMENT OFFICER	60.00		X	495588	0	53345
WILLIAM BAESLACK
PROVOST & EXECUTIVE VICE PRESIDENT	60.00		X	484123	0	68729
BRUCE LOESSIN
SR. VICE PRESIDENT	60.00			507131	0	54748	X
CYRUS TAYLOR
PROFESSOR & DEAN	60.00			335744	0	80478	X
PAMELA DAVIS
VP DEAN & PROFESSOR	60.00			691335	0	49974	X
DALE BAUR
ASSOCIATE PROFESSOR	60.00			499328	0	39988		X
GERALD FERRETTI
PROFESSOR	60.00			461245	0	37609		X
LAWRENCE MITCHELL
DEAN	60.00			437690	0	33565		X
PIERLUIGI GAMBETTI
PROFESSOR	60.00			426877	0	37695		X
STANTON GERSON
DIRECTOR CASE COMPREHENSIVE CANCER CENTER	60.00			441649	0	38494		X
GROVER GILMORE
PROFESSOR & DEAN	60.00			266293	0	37630			X
JEANINE ARDEN ORNT
FORMER SECRETARY	40.00			250000	0	0			X
JEROLD GOLDBERG
PROFESSOR	60.00			406953	0	38036			X
MAY WYKLE
PROFESSOR & DEAN	60.00			249308	0	36381			X
MOHAN REDDY
PROFESSOR & DEAN	60.00			382181	0	57325			X
NORMAN TIEN
PROFESSOR & DEAN	60.00			154762	0	39413			X
RICHARD JAMIESON
VICE PRESIDENT	60.00			195827	0	21120			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	9195267	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	1148581	TotalOtherCompensation
Number Individuals GT100 K	674	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
DONLEYS
5430 WARNER ROAD	CLEVELAND	OH	44125	CONSTRUCTION	12319161
BON APPETIT
10900 EUCLID AVENUE	CLEVELAND	OH	44106	CATERING & MEAL PLAN SERVICES	11234142
KELLY SERVICES INC
PO BOX 820405	PHILADALPHIA	PA	191820405	STAFFING SERVICES	5129946
DELL MARKETING LP
ONE DELL WAY	ROUND ROCK	TX	78682	MAINTENANCE AGREEMENT	1928392
MGA PARTNERS LLC
234 MARKET STREET	PHILADELPHIA	PA	19106	ARCHITECTURAL SERVICES	1819359

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	423	NumberOfContractorsGT100K
Government Grants	300087042	GovernmentGrants
All Other Contributions	200535189	AllOtherContributions
Noncash Contributions	582732	NoncashContributions
Total Contributions	500622231	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
TUITION AND FEES	900099	346792492	346792492
SALES AND SERVICE AUX	713940	46825962	44994725	1831237
SALES AND SERVICE EDU	541800	57906348	57906348
MEDICARE/MEDICAID	900099	965683	965683
		0

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	452490485	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	-945828	TotalRevenueColumn
Unrelated Business Revenue	1023762	UnrelatedBusinessRevenue
Exclusion	-$1,969,590	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	2972933	Real
Personal	1474212	Personal

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	2122553	Real
Personal	1384988	Personal

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	850380	Real
Personal	89224	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	939604	TotalRevenueColumn
Unrelated Business Revenue	-338614	UnrelatedBusinessRevenue
Exclusion	$1,278,218	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	2012876129	Securities
Other	301024	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1952234852	Securities
Other	3459915	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	60641277	Securities
Other	-3158891	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	57482386	TotalRevenueColumn
Exclusion	$57,482,386	ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

Total Revenue ColumnTotalRevenueColumn
0
0
0

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1010588878	TotalRevenueColumn
Related Or Exempt Function Income	450659248	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	2516385	UnrelatedBusinessRevenue
Exclusion	$56,791,014	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	137534219	Total
Program Services	137534219	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	5502876	Total
Program Services	5502876	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	7994164	Total
Program Services	3663724	ProgramServices
Management And General	3757493	ManagementAndGeneral
Fundraising	572947	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	2583600	Total
Program Services	2097371	ProgramServices
Management And General	486229	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	315298773	Total
Program Services	293147129	ProgramServices
Management And General	13228143	ManagementAndGeneral
Fundraising	8923501	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	30934463	Total
Program Services	28400536	ProgramServices
Management And General	1634502	ManagementAndGeneral
Fundraising	899425	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	33521024	Total
Program Services	31148791	ProgramServices
Management And General	1425971	ManagementAndGeneral
Fundraising	946262	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	21101093	Total
Program Services	19372645	ProgramServices
Management And General	1114931	ManagementAndGeneral
Fundraising	613517	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	696452	Total
Management And General	696452	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	3235232	Total
Program Services	266064	ProgramServices
Management And General	2964247	ManagementAndGeneral
Fundraising	4921	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	538511	Total
Management And General	538511	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	319724	Total
Management And General	319724	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	167138	Total
Fundraising	167138	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	11420591	Total
Management And General	11420591	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	70160308	Total
Program Services	64643741	ProgramServices
Management And General	4576147	ManagementAndGeneral
Fundraising	940420	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	3113203	Total
Program Services	2777156	ProgramServices
Management And General	290950	ManagementAndGeneral
Fundraising	45097	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	47962187	Total
Program Services	44249078	ProgramServices
Management And General	2622289	ManagementAndGeneral
Fundraising	1090820	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	6352941	Total
Program Services	2886565	ProgramServices
Management And General	3106347	ManagementAndGeneral
Fundraising	360029	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	56435461	Total
Program Services	48958278	ProgramServices
Management And General	6520154	ManagementAndGeneral
Fundraising	957029	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	14527571	Total
Program Services	12963408	ProgramServices
Management And General	763886	ManagementAndGeneral
Fundraising	800277	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	4028288	Total
Program Services	3412197	ProgramServices
Management And General	499007	ManagementAndGeneral
Fundraising	117084	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	14767302	Total
Program Services	13310021	ProgramServices
Management And General	1457281	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	6086050	Total
Program Services	6086050	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	62169453	Total
Program Services	53739114	ProgramServices
Management And General	8430339	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	7574919	Total
Program Services	5440966	ProgramServices
Management And General	2133953	ManagementAndGeneral

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
CCLCM	91315834	91315834
OTHER EXPENSES	44648670	41936902	2338115	373653

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	999990047	Total
Program Services	912852665	ProgramServices
Management And General	70325262	ManagementAndGeneral
Fundraising	16812120	Fundraising

Total Joint Costs TotalJointCosts

Field	Value	IRS element (for citing)
Total	0	Total

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	43645256	BOY
EOY	69565239	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	90259300	BOY
EOY	81534803	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	104090758	BOY
EOY	131806534	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	15725199	BOY
EOY	10293270	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	51991220	BOY
EOY	52057362	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	162237	BOY
EOY	168340	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	6817129	BOY
EOY	7279594	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1534569618	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	810022477	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	730637588	BOY
EOY	724547141	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	248999000	BOY
EOY	201837008	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	1067321548	BOY
EOY	1177441421	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	285755892	BOY
EOY	305681819	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2645405127	BOY
EOY	2762212531	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	66376088	BOY
EOY	57116434	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	540866722	BOY
EOY	559045135	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	19111658	BOY
EOY	42934876	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	194401535	BOY
EOY	167208585	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	820756003	BOY
EOY	826305030	EOY

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	146716353	BOY
EOY	164525764	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	793988884	BOY
EOY	845027795	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	883943887	BOY
EOY	926353942	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1824649124	BOY
EOY	1935907501	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2645405127	BOY
EOY	2762212531	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	10598831	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	80323095	ReconciliationUnrealizedInvest
Reconcilation Other Changes	20328492	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	true	Volunteers
Paid Staff Or Management	true	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	true	MailingsMembers
Mailings Members	$252,293	MailingsMembersAmount
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	false	GrantsOtherOrganizations
Direct Contact Legislators	true	DirectContactLegislators
Direct Contact Legislators	$319,724	DirectContactLegislatorsAmount
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	false	OtherActivities
Total Lobbying Expenditures IIB	572017	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Description of the activities reported on Lines 1a through 1i	Schedule C, Part II-B, Line 1	STATE RELATIONS JULY 2012 - SEPTEMBER 2012 JENNIFER RUGGLES CONDUCTED TELEPHONE CONFERENCES WITH NORM CHAGNON JENNIFER RUGGLES ATTENDED MEETINGS OF THE THIRD FRONTIER COMMISSION JENNIFER RUGGLES ATTENDED LUNCH WITH OHIO SENATOR TOM PATTON AND AREA NON-PROFIT/BUSINESS LEADERS JENNIFER RUGGLES, JERRY GOLDBERG - ATTENDED MEETING IN COLUMBUS WITH STEVE WERMUTH AND OHIO DEPARTMENT OF HEALTH DIRECTOR TED WYMYSLO JENNIFER RUGGLES, JERRY GOLDBERG - ATTENDED MEETING IN COLUMBUS WITH OHIO BOARD OF REGENTS CHANCELLOR PETRO PAM DAVIS, JULIE REHM, JENN RUGGLES, ELIZABETH LITTMAN - ATTENDED MEETING IN CLEVELAND WITH REX PLOUCK FROM THE GOVERNOR'S OFFICE OF HEALTH TRANSFORMATION OCTOBER 2012 - DECEMBER 2012 JENNIFER RUGGLES - ATTENDED GREATER CLEVELAND PARTNERSHIP MORNING CONVERSATION WITH OHIO SENATE PRESIDENT PRO TEMPORE FABER WITH AREA LEADERS JENNIFER RUGGLES ATTENDED MEETINGS OF THE THIRD FRONTIER COMMISSION AND ADVISORY BOARD JENNIFER RUGGLES - ATTENDED MEETING WITH LANA RUEBEL, OHIO BOARD OF REGENTS JENNIFER RUGGLES - ATTENDED MEETING WITH NICOLE KOSTURA, STATE OF OHIO, NORTHEAST OHIO REGIONAL LIASON, TO DISCUSS CWRU REGIONAL IMPACT JULIE REHM, JENNIFER RUGGLES - ATTENDED INTERNAL DISCUSSION MEETING WITH CALFEE, HALTER & GRISWOLD TO DISCUSS CAPITOL APPROPRIATION. JEROLD GOLDBERG, JAMES LALUMANDIER, MARCO ROUMAN, JENNIFER RUGGLES - ATTENDED MEETING WITH DIRECTOR WYMYSLO, OHIO DEPARTMENT OF HEALTH RE: DENTAL HEALTH JEROLD GOLDBERG, JAMES LALUMANDIER, MARCO ROUMAN, JENNIFER RUGGLES - ATTENDED MEETING WITH DIRECTOR KANTOR-BURMAN, OHIO DEPARTMENT OF AGING, RE: DENTAL HEALTH JEROLD GOLDBERG, JAMES LALUMANDIER, MARCO ROUMAN, JENNIFER RUGGLES - ATTENDED MEETING WITH LANA RUEBEL, OHIO BOARD OF REGENTS, RE: DENTAL HEALTH JEROLD GOLDBERG, JAMES LALUMANDIER, MARCO ROUMAN, JENNIFER RUGGLES - ATTENDED MEETING WITH DIRECTOR MCCARTHY OF MEDICAID, ODJFS, RE: DENTAL HEALTH JEFF DUERK, LISA CAMP, JENN RUGGLES - ATTENDED MEETING WITH LANA RUEBEL AND BRADY OXENDER OF THE OHIO BOARD OF REGENTS RE: ADVANCED MANUFACTURING AND AN UPDATE ON OHIO RESEARCH SCHOLARS PROGRAM. JEFF DUERK, LISA CAMP, JENN RUGGLES - ATTENDED MEETING WITH NORM CHAGNON RE: ADVANCED MANUFACTURING, THINK[BOX] (CAMPUS PROJECT), TECH COMMERCIALIZATION CENTER, AND OFF-SHORE WIND UPDATE JEFF DUERK, LISA CAMP, JENN RUGGLES - ATTENDED MEETING WITH KRISTI TANNER, MANAGING DIRECTOR FOR ADVANCED MANUFACTURING AT JOBS OHIO RE: ADVANCED MANUFACTURING AND THINK[BOX] (CAMPUS PROJECT) JEFF DUERK - TESTIFIED AT 21ST CENTURY MANUFACTURING TASK FORCE HEARING, INVITED BY OHIO REPRESENTATIVE NICKIE ANTONIO. JENNIFER RUGGLES - MET WITH OHIO REPRESENTATIVE ANIELSKI FOR UPDATE ON UNIVERSITY NEWS AND MEDICAL SCHOOL PRIORITIES JENNIFER RUGGLES - MET WITH OHIO REPRESENTATIVE FOLEY FOR UPDATE ON UNIVERSITY NEWS AND MEDICAL SCHOOL PRIORITIES JENNIFER RUGGLES - MET WITH OHIO REPRESENTATIVE BUDISH FOR UPDATE ON UNIVERSITY NEWS AND MEDICAL SCHOOL PRIORITIES PAMELA DAVIS, JENNIFER RUGGLES - PARTICIPATED IN CALL WITH NORM CHAGNON RE: MEDICAL CORRIDOR JANUARY 2013 - MARCH 2013 JENNIFER RUGGLES - ATTENDED MEETINGS OF THE THIRD FRONTIER COMMISSION AND ADVISORY BOARD. JENNIFER RUGGLES - MET WITH OHIO SENATOR SMITH FOR UPDATE ON UNIVERSITY NEWS AND MEDICAL SCHOOL PRIORITIES JENNIFER RUGGLES - MET WITH OHIO REPRESENTATIVE WILLIAMS FOR UPDATE ON UNIVERSITY NEWS AND MEDICAL SCHOOL PRIORITIES JENNIFER RUGGLES - MET WITH OHIO REPRESENTATIVE DOVILLA FOR UPDATE ON UNIVERSITY NEWS AND MEDICAL SCHOOL PRIORITIES PAMELA DAVIS, JENNIFER RUGGLES, ELIZABETH LITTMAN, ANNE DECHANT - MET WITH MEMBERS OF THE GOVERNOR'S OFFICE TO DISCUSS THE MEDICAL CORRIDOR PROJECT JENNIFER RUGGLES - ATTENDED GREATER CLEVELAND PARTNERSHIP "MORNING CONVERSATION" WITH OHIO SENATOR TOM PATTON JENNIFER RUGGLES - MET WITH OHIO SENATOR EKLUND FOR UPDATE ON UNIVERSITY NEWS AND MEDICAL SCHOOL PRIORITIES JENNIFER RUGGLES - PARTICIPATED IN GREATER CLEVELAND PARTNERSHIP BUDGET OVERVIEW WEBINAR WITH OBM DIRECTOR TIM KEEN JENNIFER RUGGLES - MET WITH OHIO SENATOR PATTON FOR UPDATE ON UNIVERSITY NEWS AND MEDICAL SCHOOL PRIORITIES BARBARA SNYDER - MET WITH OHIO HOUSE SPEAKER BATCHELDER AND REPRESENTATIVE AMSTUTZ IN PRIVATE MEETING TO PROVIDE UPDATE ON UNIVERSITY NEWS AND MEDICAL SCHOOL PRIORITIES JULIE REHM, JENNIFER RUGGLES, ELIZABETH LITTMAN - PARTICIPATED IN CALL WITH NORM CHAGNON TO DISCUSS COST SHARE PAM DAVIS - MET WITH GOVERNOR'S OFFICE AND MEDICAL CORRIDOR WORKGROUPS IN COLUMBUS. APRIL 2013 - JUNE 2013 JENNIFER RUGGLES - ATTENDED MEETINGS OF THE THIRD FRONTIER COMMISSION AND ADVISORY BOARD. JENNIFER RUGGLES - ATTENDED MEETING WITH ODADAS TO LEARN MORE ABOUT GAMBLING ADDICTION CENTER PROGRAMS JENNIFER RUGGLES - ATTENDED MEETING WITH LAURA CLEMENS TO LEARN MORE ABOUT OHIO CASINO CONTROL COMMISSION JENNIFER RUGGLES - WORKED WITH DAVID GOODMAN, DIRECTOR OF THE OHIO DEVELOPMENT SERVICES AGENCY, TO OBTAIN LETTER OF SUPPORT FOR MEDICAL COUNTERMEASURES CLINICAL STUDIES NETWORK PROPOSAL BARBARA SNYDER, BRUCE LOESSIN, JULIE REHM - ATTENDED MEETING WITH GOVERNOR'S OFFICE TO EDUCATE ON CWRU'S THINK[BOX] PROGRAM BARBARA SNYDER, BOB MILLER, JULIE REHM, JENNIFER RUGGLES - PARTICIPATED IN CAMPUS TOUR AND DISCUSSION OF THINK[BOX] WITH OHIO DEVELOPMENT SERVICES AGENCY DIRECTOR, DAVID GOODMAN JULIE REHM, JENNIFER RUGGLES - PARTICIPATED IN CAMPUS TOUR AND DISCUSSION OF THINK[BOX] WITH LT. GOVERNOR MARY TAYLOR FEDERAL RELATIONS JULY 2012 - SEPTEMBER 2012 JULIE REHM, JENN RUGGLES - MET WITH USDA ADMINISTRATOR ROWE (AND STAFF), US REPRESENTATIVE MARCIA FUDGE (AND STAFF), AND US SENATOR SHERROD BROWN RE: NATIONAL YOUTH SPORTS PROGRAM JENN RUGGLES, BOB MILLER - MET WITH US REPRESENTATIVE STEVE LATOURETTE'S STAFF RE: UNIVERSITY-BASED RESEARCH ECONOMIC IMPACTS JENN RUGGLES, BOB MILLER - MET WITH US SENATOR SHERROD BROWN'S STAFF RE: UNIVERSITY-BASED RESEARCH ECONOMIC IMPACTS JENN RUGGLES, BOB MILLER - MET WITH US SENATOR ROB PORTMAN'S STAFF RE: UNIVERSITY-BASED RESEARCH ECONOMIC IMPACTS JULIE REHM, LATISHA JAMES - MET WITH US REPRESENTATIVE MARCIA FUDGE'S STAFF TO DISCUSS CAMPUS ACTIVITIES DAVID FLESHLER - MET US SENATOR SHERROD BROWN'S STAFF AT A CITY CLUB LUNCHEON. OCTOBER 2012 - DECEMBER 2012 JENN RUGGLES - MET WITH US REPRESENTATIVE MARCIA FUDGE'S STAFF REGARDING ADVANCED MANUFACTURING JENN RUGGLES - MET WITH US REPRESENTATIVE TIM RYAN'S STAFF REGARDING ADVANCED MANUFACTURING JENN RUGGLES - MET WITH US SENATOR SHERROD BROWN'S STAFF REGARDING ADVANCED MANUFACTURING JANUARY 2013 - MARCH 2013 JULIE REHM & JENNIFER RUGGLES - MET WITH US SENATOR ROB PORTMAN'S DC STAFF REGARDING TAX POLICIES AND IMPACT ON HIGHER EDUCATION JULIE REHM & JENNIFER RUGGLES - MET WITH US SENATOR SHERROD BROWN'S DC STAFF REGARDING TAX POLICIES AND IMPACT ON HIGHER EDUCATION JULIE REHM & JENNIFER RUGGLES - MET WITH US REPRESENTATIVE TIBERI'S DC STAFF REGARDING TAX POLICIES AND IMPACT ON HIGHER EDUCATION JULIE REHM & JENNIFER RUGGLES - MET WITH US REPRESENTATIVE MARCY KAPTUR'S DC STAFF REGARDING TAX POLICIES AND IMPACT ON HIGHER EDUCATION JULIE REHM & JENNIFER RUGGLES - MET WITH US REPRESENTATIVE DAVID JOYCE'S DC STAFF REGARDING TAX POLICIES AND IMPACT ON HIGHER EDUCATION JENNIFER RUGGLES - WORKED WITH US SENATOR SHERROD BROWN'S OFFICE TO OBTAIN LETTER OF SUPPORT FOR TRANSPORTATION PROJECT JENNIFER RUGGLES - WORKED WITH US REPRESENTATIVE DAVID JOYCE'S OFFICE TO OBTAIN LETTER OF SUPPORT FOR TRANSPORTATION PROJECT APRIL 2013 - JUNE 2013 JENNIFER RUGGLES - ATTENDED MEETING WITH CONGRESSMAN JOYCE'S STAFF TO DISCUSS FY14 BUDGET ISSUES (INCLUDING NIH FUNDING, ADVANCED MANUFACTURING, ARPA-E, AND STUDENT AID). JENNIFER RUGGLES - ATTENDED MEETING WITH CONGRESSMAN TIM RYAN'S STAFF TO DISCUSS FY14 BUDGET ISSUES (INCLUDING NIH FUNDING, ADVANCED MANUFACTURING, ARPA-E, AND STUDENT AID). JENNIFER RUGGLES - ATTENDED MEETING WITH SENATOR BROWN'S STAFF TO DISCUSS FY14 BUDGET ISSUES (INCLUDING NIH FUNDING, ADVANCED MANUFACTURING, ARPA-E, AND STUDENT AID). JENNIFER RUGGLES - ATTENDED MEETING WITH SENATOR PORTMAN'S STAFF TO DISCUSS REGENERATIVE MEDICINE ISSUES. JULIE REHM, JENNIFER RUGGLES, RYAN PIERCE - DISCUSSED MHSRS CONFERENCE WITH OFFICES OF US REPRESENTATIVE FUDGE, KAPTUR, AND RYAN. BARBARA SNYDER, JULIE REHM - ATTENDED MEETING WITH US SENATOR PORTMAN TO DISCUSS FY14 BUDGET ISSUES (INCLUDING NIH FUNDING, ADVANCED MANUFACTURING, ARPA-E, AND STUDENT AID) AND GENERAL UNIVERSITY UPDATES BARBARA SNYDER, JULIE REHM - ATTENDED MEETING WITH US REPRESENTATIVE TIM RYAN'S STAFF TO DISCUSS FY14 BUDGET ISSUES (INCLUDING NIH FUNDING, ADVANCED MANUFACTURING, ARPA-E, AND STUDENT AID) AND GENERAL UNIVERSITY UPDATES BARBARA SNYDER, JULIE REHM - ATTENDED MEETING WITH US REPRESENTATIVE JOYCE TO DISCUSS FY14 BUDGET ISSUES (INCLUDING NIH FUNDING, ADVANCED MANUFACTURING, ARPA-E, AND STUDENT AID) AND GENERAL UNIVERSITY UPDATES
LOBBYING ACTIVITIES	SCHEDULE C, PART II-B, LINE 1I	BARBARA SNYDER, JULIE REHM - ATTENDED MEETING WITH US REPRESENTATIVE KAPTUR TO DISCUSS FY14 BUDGET ISSUES (INCLUDING NIH FUNDING, ADVANCED MANUFACTURING, ARPA-E, AND STUDENT AID) AND GENERAL UNIVERSITY UPDATES PAMELA DAVIS, JULIE REHM, JENNIFER RUGGLES - PARTICIPATED IN TOUR OF SCHOOL OF MEDICINE LABS AND MET WITH CONGRESSMAN DAVID JOYCE MARY KERR, JULIE REHM, JENNIFER RUGGLES - PARTICIPATED IN TOUR OF SCHOOL OF NURSING SPACE AND MET WITH US REPRESENTATIVE DAVID JOYCE PROVOST BAESLACK, BRUCE LOESSIN, JULIE REHM, JENNIFER RUGGLES - MET WITH US REPRESENTATIVE DAVID JOYCE AND DISCUSSED CWRU STRATEGIC PLAN JULIE REHM, JENNIFER RUGGLES, ELIZABETH LITTMAN - MET WITH NIH DEPUTY DIRECTOR SALLY ROCKEY RE: NIH PRIORITIES JULIE REHM, JENNIFER RUGGLES, ELIZABETH LITTMAN - MET WITH NIH DEPUTY DIRECTOR SALLY ROCKEY RE: NIH PRIORITIES *JENNIFER RUGGLES, ELIZABETH LITTMAN - MET WITH NIH CRN DIRECTOR, MAHENDRA RAO, NIH REGENERATIVE MEDICINE PRIORITIES

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Solicited Assets For Sale	false	SolicitedAssetsForSale

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1223893000	BeginningOfYearBalance
Contributions	12199225	Contributions
Investment Earnings Or Losses	82557160	InvestmentEarningsOrLosses
Grants Or Scholarships	22426746	GrantsOrScholarships
Other Expenditures	37768807	OtherExpenditures
Administrative Expenses	2374977	AdministrativeExpenses
End Of Year Balance	1256078855	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1300019447	BeginningOfYearBalance
Contributions	22870000	Contributions
Investment Earnings Or Losses	-16774824	InvestmentEarningsOrLosses
Grants Or Scholarships	35655563	GrantsOrScholarships
Other Expenditures	43734884	OtherExpenditures
Administrative Expenses	2831176	AdministrativeExpenses
End Of Year Balance	1223893000	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1154155253	BeginningOfYearBalance
Contributions	23396273	Contributions
Investment Earnings Or Losses	201358951	InvestmentEarningsOrLosses
Grants Or Scholarships	21677211	GrantsOrScholarships
Other Expenditures	54813191	OtherExpenditures
Administrative Expenses	2400628	AdministrativeExpenses
End Of Year Balance	1300019447	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1170870419	BeginningOfYearBalance
Contributions	11149026	Contributions
Investment Earnings Or Losses	53604809	InvestmentEarningsOrLosses
Grants Or Scholarships	23649955	GrantsOrScholarships
Other Expenditures	55384686	OtherExpenditures
Administrative Expenses	2434360	AdministrativeExpenses
End Of Year Balance	1154155253	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1498231342	BeginningOfYearBalance
Contributions	27066427	Contributions
Investment Earnings Or Losses	-266866616	InvestmentEarningsOrLosses
Grants Or Scholarships	22043489	GrantsOrScholarships
Other Expenditures	63846220	OtherExpenditures
Administrative Expenses	1671025	AdministrativeExpenses
End Of Year Balance	1170870419	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	0.43500	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.56500	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	true	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	38403475	OtherCostOrOtherBasis
Book Value	38403475	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1198837310	OtherCostOrOtherBasis
Depreciation	592853565	Depreciation
Book Value	605983745	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	5282069	OtherCostOrOtherBasis
Depreciation	1682607	Depreciation
Book Value	3599462	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	254135951	OtherCostOrOtherBasis
Depreciation	195572934	Depreciation
Book Value	58563017	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	37910813	OtherCostOrOtherBasis
Depreciation	19913371	Depreciation
Book Value	17997442	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	724547141	TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

Field	Value	IRS element (for citing)
Book Value	151253744	BookValue
Method Of Valuation	F	MethodOfValuation

Closely Held Equity Interests CloselyHeldEquityInterests

Field	Value	IRS element (for citing)
Book Value	913914240	BookValue
Method Of Valuation	F	MethodOfValuation

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	EQUITY REAL ESTATE	Description
Book Value	112273437	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	1177441421	TotalOfBookValueSecurities

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	FUNDS HELD BY OTHERS	Description
Book Value	305681819	BookValue

Field	Value	IRS element (for citing)
Total Book Value Other Assets	305681819	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
DEFERRED INCOME AND OTHER LIABILITIES	$53,604,791
ANNUITIES PAYABLE	$41,550,066
PENSION LIABILITY	$40,777,595
REFUNDABLE FEDERAL STUDENT LOANS	$23,734,687
REFUNDABLE ADVANCES	$7,541,446

Field	Value	IRS element (for citing)
Total Of Amounts	167208585	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	1090919932	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	80323095	NetUnrealizedGainsInvestments
Other Revenues	0	OtherRevenues
Revenue Not Rptd F990	80323095	RevenueNotRptdF990
Revenue Subtotal	1010596837	RevenueSubtotal
Other Revenues Not Included	0	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	1010596837	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	979661555	TotExpensesEtcAuditedFinclStmt
Losses Reported	3143891	LossesReported
Other Expenses Included	-23472383	OtherExpensesIncluded
Expenses Not Rptd F990	-20328492	ExpensesNotRptdF990
Expenses Subtotal	999990047	ExpensesSubtotal
Other Expenses Not Included	0	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	999990047	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Collections of art - financial statement footnote	Schedule D, Part III, Line 1a	THE UNIVERSITY'S COLLECTIONS OF HISTORICALLY SIGNIFICANT ARTIFACTS, SCIENTIFIC SPECIMENS, AND ART OBJECTS ARE HELD FOR EDUCATION, RESEARCH, SCIENTIFIC INQUIRY, AND PUBLIC EXHIBITION. THEIR VALUE IS NOT REFLECTED IN THE UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS.
Collections of art - description of collections	Schedule D, Part III, Line 4	THE UNIVERSITY'S COLLECTION OF HISTORICALLY SIGNIFICANT ARTIFACTS, SCIENTIFIC SPECIMENS, AND ART OBJECTS ARE HELD FOR EDUCATION, RESEARCH, SCIENTIFIC INQUIRY AND PUBLIC EXHIBITION.
Intended uses of endowment funds	Schedule D, Part V, Line 4	THE UNIVERSITY'S ENDOWMENTS AND OTHER DONOR RESTRICTED INVESTMENTS ARE SPENT IN ACCORDANCE WITH THE WISHES OF THE DONOR. SUCH WISHES ARE TYPICALLY DIVIDED BETWEEN THE NEEDS OF THE UNIVERSITY (UNRESTRICTED IN ITS USE, PLANT FUNDS, PROFESSORSHIPS OR INSTRUCTIONAL, ETC.) AND THE NEEDS OF THE STUDENTS (SCHOLARSHIPS, AWARDS AND PRIZES, ETC.).
FIN 48 (ASC 740) footnote	Schedule D, Part X, Line 2	THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX TO THE EXTENT PROVIDED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE BECAUSE IT IS DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(II) AND, AS SUCH, GIFTS TO THE UNIVERSITY QUALIFY FOR DEDUCTION AS CHARITABLE CONTRIBUTIONS. THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX HOWEVER; IT IS REQUIRED TO PAY FEDERAL INCOME TAX ON UNRELATED BUSINESS INCOME. THE UNIVERSITY DID NOT HAVE ANY MATERIAL INCOME TAX LIABILITIES FOR THE YEARS ENDED JUNE 30, 2013 AND 2012. ASC 740, "INCOME TAXES," PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IN ADDITION, ASC 740 PROVIDES GUIDANCE ON RECOGNITION, CLASSIFICATION AND DISCLOSURE REQUIREMENTS FOR UNCERTAIN TAX PROVISIONS. THE UNIVERSITY HAS NO FINANCIAL REPORTING REQUIREMENTS ASSOCIATED WITH ASC 740 FOR THE YEARS ENDED JUNE 30, 2013 AND 2012.
Other expenses in audited financial statements not in form 990	Schedule D, Part XII, Line 2d	PENSION PLAN CHANGES - -26964226; LIFE INCOME ACTUARIAL ADJUSTMENT - 3491843;

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	true	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	true	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	true	PolicyPublViaBroadcastMedia
Maint Racial Composition Records	true	MaintRacialCompositionRecords
Maint Scholarships Records	true	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	true	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	true	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	false	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	false	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	false	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	false	DiscriminateRaceScholarships
Discriminate Race Educ Policies	false	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	false	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	false	DiscriminateRaceOtherActy
Government Financial Aid Received	true	GovernmentFinancialAidReceived
Government Financial Aid Revoked	false	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	true	ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Racially nondiscriminatory policy	Schedule E, Part I, Line 3	THE UNIVERSITY MEETS THE REQUIREMENTS OF REVENUE PROCEDURE 75-50, 1975-1 C.B. 587, PART III, SECTION 4.03(2)(B).
Financial aid or assistance from a governmental agency	Schedule E, Part I, Line 6a	THE UNIVERSITY PROVIDES FINANCIAL AID, WHICH IS FUNDED BY GIFTS, ENDOWMENT INCOME AND EXTERNALLY SPONSORED AID (INCLUDING FEDERAL AND STATE GOVERNMENTAL SOURCES), TO STUDENTS BASED ON DEMONSTRATED FINANCIAL NEED OR ACADEMIC MERIT. GOVERNMENT ADVANCES TO QUALIFIED STUDENTS ARE FUNDED PRINCIPALLY WITH FEDERAL LOANS TO THE UNIVERSITY UNDER THE PERKINS, NURSING AND HEALTH PROFESSIONS STUDENT LOAN PROGRAMS.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	true	GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (15 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures
CENTRAL AMERICA AND THE CARIBBEAN	0	0	PROGRAM SERVICES	STUDY ABROAD	26026
EAST ASIA AND THE PACIFIC	0	0	GRANTMAKING	RESEARCH	1212768
EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	STUDY ABROAD	6564
EAST ASIA AND THE PACIFIC	0	0	INVESTMENTS		36322285
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	3	GRANTMAKING	RESEARCH	267113
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	1	PROGRAM SERVICES	STUDY ABROAD	3620
SOUTH AMERICA	0	0	GRANTMAKING	RESEARCH	264417
SOUTH ASIA	0	0	GRANTMAKING	RESEARCH	10010
MIDDLE EAST AND NORTH AFRICA	0	0	GRANTMAKING	RESEARCH	218
SUB-SAHARAN AFRICA	1	1	GRANTMAKING	RESEARCH	5981399
SUB-SAHARAN AFRICA	0	0	PROGRAM SERVICES	RESEARCH, TRAINING AND STUDY ABROAD	183178
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	INVESTMENTS		66334132
SOUTH AMERICA	0	0	INVESTMENTS		21337740
NORTH AMERICA (CANADA & MEXICO ONLY)	0	0	INVESTMENTS		668015
SUB-SAHARAN AFRICA	0	0	INVESTMENTS		10457306

Field	Value	IRS element (for citing)
Total Number Of Offices	1	TotalNumberOfOffices
Total Number Of Employees	5	TotalNumberOfEmployees
Total Amount Spent	143074791	TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (32 entries)

RegionRegion	Purpose Of GrantPurposeOfGrant	Amount Of Cash GrantAmountOfCashGrant	Manner Of Cash DisbursementMannerOfCashDisbursement	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance
EAST ASIA AND THE PACIFIC	RESEARCH	142044	WIRE TRANSFER	N/A
EAST ASIA AND THE PACIFIC	RESEARCH	454269	WIRE TRANSFER	N/A
EAST ASIA AND THE PACIFIC	RESEARCH	164284	WIRE TRANSFER	N/A
EAST ASIA AND THE PACIFIC	RESEARCH	232423	WIRE TRANSFER	N/A
EAST ASIA AND THE PACIFIC	RESEARCH	56860	WIRE TRANSFER	N/A
EAST ASIA AND THE PACIFIC	RESEARCH	17167	WIRE TRANSFER	N/A
EAST ASIA AND THE PACIFIC	RESEARCH	5000	WIRE TRANSFER	N/A
EAST ASIA AND THE PACIFIC	RESEARCH	283806	WIRE TRANSFER	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	5322	WIRE TRANSFER	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	39000	WIRE TRANSFER	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	43793	WIRE TRANSFER	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	22000	WIRE TRANSFER	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	92139	WIRE TRANSFER	N/A
EUROPE (INCLUDING ICELAND AND GREENLAND)	RESEARCH	23000	WIRE TRANSFER	N/A
SOUTH AMERICA	RESEARCH	57577	WIRE TRANSFER	N/A
SOUTH AMERICA	RESEARCH	74773	WIRE TRANSFER	N/A
SOUTH AMERICA	RESEARCH	69867	WIRE TRANSFER	N/A
SOUTH AMERICA	STUDY ABROAD	52200	WIRE TRANSFER	N/A
SOUTH AMERICA	STUDY ABROAD	10000	WIRE TRANSFER	N/A
SUB-SAHARAN AFRICA	RESEARCH	29182	WIRE TRANSFER	N/A
SUB-SAHARAN AFRICA	RESEARCH	66500	WIRE TRANSFER	N/A
SUB-SAHARAN AFRICA	RESEARCH	507581	WIRE TRANSFER	N/A
SUB-SAHARAN AFRICA	RESEARCH	31418	WIRE TRANSFER	N/A
SUB-SAHARAN AFRICA	RESEARCH	12224	WIRE TRANSFER	N/A
SUB-SAHARAN AFRICA	RESEARCH	24997	WIRE TRANSFER	N/A
SUB-SAHARAN AFRICA	RESEARCH	84620	WIRE TRANSFER	N/A
SUB-SAHARAN AFRICA	RESEARCH	171716	WIRE TRANSFER	N/A
SUB-SAHARAN AFRICA	RESEARCH	553843	WIRE TRANSFER	N/A
SUB-SAHARAN AFRICA	RESEARCH	60317	WIRE TRANSFER	N/A
SUB-SAHARAN AFRICA	RESEARCH	664862	WIRE TRANSFER	N/A
SUB-SAHARAN AFRICA	RESEARCH	1418385	WIRE TRANSFER	N/A
SUB-SAHARAN AFRICA	RESEARCH	31707	WIRE TRANSFER	N/A

Field	Value	IRS element (for citing)
Total Number Of501c3 Orgs	0	TotalNumberOf501c3Orgs
Total Number Of Other Orgs	32	TotalNumberOfOtherOrgs
Transfer To Foreign Corp	true	TransferToForeignCorp
Interest In Foreign Trust	false	InterestInForeignTrust
Own Foreign Corp	false	OwnForeignCorp
Passive Foreign Invest Co	true	PassiveForeignInvestCo
Foreign Partnership	true	ForeignPartnership
Boycott Countries	false	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Procedures for monitoring use of grant funds	Schedule F, Part I, Line 2	THE UNIVERSITY REQUIRES ITEMIZED RECEIPTS AND/OR INVOICES FOR ALL EXPENDITURES. TRANSACTIONS ARE REVIEWED AND APPROVED ON MULTIPLE LEVELS. THIS ENABLES MONITORING OF THE TYPES AND AMOUNTS OF FUNDS WHICH ARE EXPENDED OUTSIDE OF THE UNITED STATES.
Method used to account for expenditures on organization's financial statements	Schedule F, Part I, Line 3	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
Method used to account for grants on organization's financial statements	Schedule F, Part II, Line 1	EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL SOUTH AMERICA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL
Method used to account for expenditures on organization's financial statements	Schedule F, Part I, Line 3	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
Method used to account for grants on organization's financial statements	Schedule F, Part II, Line 1	EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL SOUTH AMERICA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	X	MailSolicitations
Email Solicitations	X	EmailSolicitations
Phone Solicitations	X	PhoneSolicitations
In Person Solicitations	X	InPersonSolicitations
Solicitation Of Non Govt Grants	X	SolicitationOfNonGovtGrants
Solicitation Of Govt Grants	X	SolicitationOfGovtGrants
Agreement Ref Fundraising	true	AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	ActivityActivity	Fundraiser Control Of FundsFundraiserControlOfFunds	Gross ReceiptsGrossReceipts	Amount Retained By ContractorAmountRetainedByContractor	Net To OrganizationNetToOrganization
GRENZEBACH GLIER & ASSOCIATES
401 N MICHIGAN AVENUE SUITE 2800	CHICAGO	IL	60611	CONSULTING SERVICES	false	0	84437	-84437
ROGER H CERNE
7690 MOUNTAIN ASH DRIVE	CONCORD TOWNSHIP	OH	44060	PROFESSIONAL SOLICITATION	false	0	82701	-82701

Field	Value	IRS element (for citing)
Total Gross Receipts	0	TotalGrossReceipts
Total Retained By Contractors	167138	TotalRetainedByContractors
Total Net To Organization	-167138	TotalNetToOrganization
Licensed States	AZ	LicensedStates
Licensed States	CO	LicensedStates
Licensed States	DC	LicensedStates
Licensed States	ME	LicensedStates
Licensed States	MD	LicensedStates
Licensed States	MA	LicensedStates
Licensed States	MI	LicensedStates
Licensed States	NH	LicensedStates
Licensed States	NY	LicensedStates
Licensed States	OH	LicensedStates
Licensed States	OK	LicensedStates
Licensed States	OR	LicensedStates
Licensed States	PA	LicensedStates
Licensed States	SC	LicensedStates
Licensed States	WA	LicensedStates

Form990 Schedule G Part IV Form990ScheduleGPartIV

Field	Value	IRS element (for citing)
Identifier	Professional fundraising services vs expense payments or reimbursements.	Identifier
Return Reference	Schedule G, Part I, Line 2b	ReturnReference
Explanation	GRENZEBACH, GLIER & ASSOCIATES-REIMBURSEMENT FOR TRAVEL AND MISCELLANEOUS FUNDRAISING EXPENSES ARE PROVIDED FOR IN THE CONTRACT AND DETAILED ON SEPARATE BILLING INVOICES.;	Explanation

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Method Of ValuationMethodOfValuation	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance
TUITION AND FEES	5586	95545371	N/A	N/A
FELLOWS - TUITION AND FEES	3124	40301456	N/A	N/A
STIPENDS AND ALLOWANCES	964	1687392	N/A	N/A

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Procedures for monitoring use of grant funds	Schedule I, Part I, Line 2	THE OFFICE OF SPONSORED PROJECTS ADMINISTRATION DIRECTS AND FACILITATES PRE- AND POST-AWARD PROCESSES BY ENSURING COMPLIANCE WITH FEDERAL, STATE AND UNIVERSITY GUIDELINES. IT ALSO OVERSEES REGULATORY COMPLIANCE ACTIVITIES TO ENSURE SAFE, ETHICAL AND RESPONSIBLE CONDUCT OF RESEARCH. IN ADDITION, THE OFFICE IS RESPONSIBLE FOR ENHANCING THE RESEARCH INFRASTRUCTURE OF THE INSTITUTION AS WELL AS DEVELOPING AND MONITORING POLICIES RELATED TO THE STEWARDSHIP OF RESEARCH ACTIVITIES.
Estimated Number of Recipients	Schedule I, Part III, column(b)	NAME=TUITION AND FEES,DESCRIPTION=ESTIMATE IS BASED ON THE PERCENTAGE OF STUDENTS WHO RECEIVED ASSISTANCE FOR TUITION AND FEES IN THE PRIOR YEAR.;NAME=STIPENDS AND ALLOWANCES,DESCRIPTION=ESTIMATE IS BASED ON THE PERCENTAGE OF STUDENTS WHO RECEIVED STIPENDS AND ALLOWANCES IN THE PRIOR YEAR.;

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	X	FirstClassOrCharterTravel
Travel For Companions	X	TravelForCompanions
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Club Dues Or Fees	X	ClubDuesOrFees
Personal Services	X	PersonalServices
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	true	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (22 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
BARBARA SNYDER
PRESIDENT; EX OFFICIO TRUSTEE	692226	0	150000	0	168804	0	194531	0	24819	0	1230380	0	93750	0
WILLIAM BAESLACK
PROVOST & EXECUTIVE VICE PRESIDENT	469508	0	0	0	14615	0	44531	0	24198	0	552852	0	0	0
ROBERT BROWN
TREASURER	225421	0	0	0	0	0	26172	0	12587	0	264180	0	0	0
JOHN SIDERAS
SR VP & CFO	403895	0	50000	0	2322	0	44531	0	33682	0	534430	0	0	0
SALLY STALEY
CHIEF INVESTMENT OFFICER	295732	0	196096	0	3760	0	44531	0	8814	0	548933	0	0	0
JOHN WHEELER
SR VP FOR ADMINISTRATION	384326	0	0	0	0	0	27531	0	9684	0	421541	0	0	0
BRUCE LOESSIN
SR. VICE PRESIDENT	455642	0	45000	0	6489	0	44531	0	10217	0	561879	0	0	0
PAMELA DAVIS
VP DEAN & PROFESSOR	624771	0	63000	0	3564	0	44531	0	5443	0	741309	0	0	0
GROVER GILMORE
PROFESSOR & DEAN	262729	0	0	0	3564	0	27531	0	10099	0	303923	0	0	0
RICHARD JAMIESON
VICE PRESIDENT	188505	0	5000	0	2322	0	20801	0	319	0	216947	0	0	0
MOHAN REDDY
PROFESSOR & DEAN	379859	0	0	0	2322	0	44531	0	12794	0	439506	0	0	0
CYRUS TAYLOR
PROFESSOR & DEAN	334352	0	0	0	1392	0	27531	0	52947	0	416222	0	0	0
NORMAN TIEN
PROFESSOR & DEAN	144451	0	0	0	10311	0	13632	0	25781	0	194175	0	0	0
MAY WYKLE
PROFESSOR & DEAN	249308	0	0	0	0	0	26123	0	10258	0	285689	0	0	0
PIERLUIGI GAMBETTI
PROFESSOR	426877	0	0	0	0	0	27531	0	10164	0	464572	0	0	0
DALE BAUR
ASSOCIATE PROFESSOR	497349	0	0	0	1979	0	27226	0	12762	0	539316	0	0	0
GERALD FERRETTI
PROFESSOR	461245	0	0	0	0	0	27531	0	10078	0	498854	0	0	0
JEANINE ARDEN ORNT
FORMER SECRETARY	250000	0	0	0	0	0	0	0	0	0	250000	0	0	0
ELIZABETH KEEFER
GENERAL COUNSEL & SECRETARY	424675	0	0	0	3564	0	44531	0	5983	0	478753	0	0	0
STANTON GERSON
DIRECTOR CASE COMPREHENSIVE CANCER CENTER	428395	0	0	0	13254	0	27531	0	10963	0	480143	0	0	0
LAWRENCE MITCHELL
DEAN	435678	0	0	0	2012	0	27531	0	6034	0	471255	0	0	0
JEROLD GOLDBERG
PROFESSOR	402762	0	0	0	4191	0	27531	0	10505	0	444989	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (8 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
First-class or charter travel	Schedule J, Part I, Line 1a	THERE MAY BE INSTANCES WHERE FIRST CLASS TRAVEL IS NECESSARY. IN THESE INSTANCES PRIOR APPROVAL MUST BE SECURED. REIMBURSEMENT FOR UPGRADED TRAVEL THAT DOES NOT COMPLY WITH THE UNIVERSITY GUIDELINES IS MADE AT THE POLICY SUPPORTED ECONOMY CLASS LEVEL.
Travel for companions	Schedule J, Part I, Line 1a	ON OCCASSION THE PRESIDENT IS ASKED TO PARTICIPATE IN OFF SITE PROFESSIONAL MEETINGS WHERE LEADERSHIP AND THEIR SPOUSES FROM VAROIUS UNIVERSITY'S GATHER FOR PROFESSIONAL DEVELOPMENT AND OTHER BUSINESS PURPOSES. THE CONTRACT BETWEEN THE PRESIDENT AND THE UNIVERSITY REQUIRES THE SPOUSE BE AVAILABLE FOR SUCH MEETINGS.
Tax indemnification and gross-up payments	Schedule J, Part I, Line 1a	THE UNIVERSITY HAS FOLLOWED ITS LONG ESTABLISHED PAST PRACTICE OF ADMINISTERING GROSS-UP PAYMENTS ADDITIONALLY, WRITTEN POLICIES WERE PUT INTO PLACE IN 2009.
Housing allowance or residence for personal use	Schedule J, Part I, Line 1a	THE UNIVERSITY PROVIDES HOUSING FOR THE PRESIDENT. THE HOUSING IS ON THE EDGE OF CAMPUS AND IS PROVIDED FOR THE BENEFIT OF THE UNIVERSITY BECAUSE OF THE SUBSTANTIAL DEMANDS THAT IT PLACES ON THE PRESIDENT. A WRITTEN POLICY HAS BEEN APPROVED BY THE BOARD OF DIRECTORS.
Health or social club dues or initiation fees	Schedule J, Part I, Line 1a	FOR HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES, A WRITTEN POLICY WAS IN PLACE AND ADHERED TO. AT EACH YEAR END A DETERMINATION IS MADE WHAT PORTION IS ALLOCABLE AS PERSONAL. THAT PORTION THAT IS DEEMED PERSONAL IS THEN ADDED TO THE W-2 EARNINGS AND IS TAXABLE TO THE EMPLOYEE.
Personal services	Schedule J, Part I, Line 1a	CLEANING SERVICES ARE PROVIDED AT THE UNIVERSITY OWNED HOUSE OCCUPIED BY THE PRESIDENT. PERIODICALLY THE UNIVERSITY MAKES AN ASSESSMENT OF THE SERVICES AND WHETHER ANY PORTION IS TAXABLE TO THE PRESIDENT. AT SUCH TIME (IF APPLICABLE) THE TAXABLE AMOUNT WOULD BE INCLUDABLE IN W-2 WAGES FOR THE PRESIDENT.
Supplemental nonqualified retirement plan	Schedule J, Part I, Line 4b	BARBARA SNYDER WAS ISSUED $200,000 OF DEFERRED COMPENSATION IN CALENDAR YEAR 2012, NONE OF WHICH HAS BEEN PAID. IN 2012 25% VESTED UPON ISSUANCE, WITH AN ADDITIONAL 25% VESTING IN EACH OF THE THREE SUBSEQUENT YEARS.
Non-fixed payments	Schedule J, Part I, Line 7	FOR NON-FIXED PAYMENTS, ACCOMPLISHMENT OF SET PERFORMANCE INDICATORS BOTH FINANCIAL AND NON-FINANCIAL ARE REQUIRED TO RECEIVE SUCH PAYMENTS.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
A	346849674	67756BLTS	2004-03-16	289760098	PURCHASE & COMPLETION OF BUILDING	false	false	false
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
B	346849674	67756BTA8	2006-12-21	91083060	REFUND 1997 A&B, 2002B AND 2004A	false	false	false
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
C	346849674	67756BUL1	2008-05-21	181277464	REFUND 2004B	false	false	false
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
D	346849674	67756BZR4	2012-11-28	33470557	REFUND 2004A AND EQUIPMENT LEASE	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCd	Amount RetiredAmountRetired	Amount Bond DefeasedAmountBondDefeased	Total ProceedsTotalProceeds	Capitalized InterestCapitalizedInterest	Refunding EscrowRefundingEscrow	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A	2370000	41270000	289760098	23391663	0	5179069	275905169	2009	false	false	true	true
B	1290000	0	91083060	0	89824927	1258132	0	2009	false	true	true	true
C	0	0	181277464	0	179363879	1913585	0	2009	true	false	true	true
D	0	0	33470557	0	33073239	397318	0	2009	true	true	true	true

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Engage Bond Counsel ContractsEngageBondCounselContracts	Any Research AgreementsAnyResearchAgreements	Engage Bond Counsel ResearchEngageBondCounselResearch	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI	Total Private Business UseTotalPrivateBusinessUse	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Change In Use Bond Financed PropChangeInUseBondFinancedProp	Remedial Action TakenRemedialActionTaken	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A	false	true	true	true	true	true	0.00580	0.00970	0.01550	false	false	false	true
B	false	true	true	true	true	true	0.00000	0.00000	0.00000	false	false	false	true
C	false	true	true	true	true	true	0.00890	0.01710	0.02600	false	false	false	true
D	false	true	true	true	true	true	0.00000	0.00000	0.00000	false	false	false	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Written Proc To Monitor ReqsWrittenProcToMonitorReqs	Rebate Not Due YetRebateNotDueYet	Exception To RebateExceptionToRebate	No Rebate DueNoRebateDue
A	true	false	false	false	false	true
B	false	false	false	false	false	true	false	false	true
C	false	true	false	false	false	true	false	false	true
D	false	false	false	false	false	true	true	false	false

Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A	true
B	true
C	true
D	true

Schedule K IRS990ScheduleK

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
LINSALATA CAPITAL PARTNERS
TRUSTEE SERVES AS AN OFFICER OF THE ORGANIZATION	247981	INVESTMENT MANAGEMENT FEES	false
KEY BANK
OFFICER SERVES AS A BOARD MEMBER OF THE ORGANIZATION	110738	STANDARD ACCOUNT, TRUST, AND LETTER OF CREDIT FEES	false
CALFEE HALTER & GRISWOLD LLP
TRUSTEE SERVES AS AN OFFICER OF THE ORGANIZATION	185290	LEGAL SERVICES	false
FOREST CITY CAPITAL
TRUSTEE SERVES AS AN OFFICER OF A CLOSELY RELATED AND HELD ORGANIZATION	1521572	REAL ESTATE SERVICES	false

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	3	NumberOfContributions
Noncash Contribs Rptd F990	33101	NoncashContribsRptdF990
Method Of Determining Revenues	COST	MethodOfDeterminingRevenues

Books And Publications BooksAndPublications

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	37926	NoncashContribsRptdF990
Method Of Determining Revenues	COST	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	DENTAL SUPPLIES & INSTRUMENTS	11	304546	COST
X	EQUIPMENT	10	171434	COST
X	MATERIALS AND SUPPLIES	4	1959	COST
X	MISCELLANEOUS	17	33766	COST

Field	Value	IRS element (for citing)
Number Of8283 Received	0	NumberOf8283Received
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	true	ReviewProcessUnusualNCGifts
Third Parties Used	false	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Explanations of reporting method for number of contributions	Schedule M, Part I	ART - WORKS OF ART: THE NUMBER OF CONTRIBUTIONS BOOKS AND PUBLICATIONS: THE NUMBER OF CONTRIBUTIONS OTHER: THE NUMBER OF CONTRIBUTIONS OTHER: THE NUMBER OF CONTRIBUTIONS OTHER: THE NUMBER OF CONTRIBUTIONS OTHER: THE NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed.	Schedule M, part I, column (b), Line 1	THE NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed.	Schedule M, part I, column (b), Line 4	THE NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed.	Schedule M, part I, column (b), Line other=DENTAL SUPPLIES & INSTRUMENTS	THE NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed.	Schedule M, part I, column (b), Line other=EQUIPMENT	THE NUMBER OF CONTRIBUTIONS

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (14 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Review of form 990 by governing body	Form 990, Part VI, Section B, Line 11b	THE INFORMATION TO PREPARE THE FORM 990 FOR THE UNIVERSITY IS GATHERED BY THE CONTROLLERS OFFICE AND THE FORM PREPARED. ALL INFORMATION IS PROVIDED TO ITS ACCOUNTING FIRM WHO REVIEWS THE RETURN. SENIOR MANAGEMENT THEN REVIEWS THE RETURN PRIOR TO FILING. THE FORM 990 IS ALSO MADE AVAILABLE TO THE UNIVERSITY'S BOARD OF TRUSTEES PRIOR TO FILING. TRUSTEES MAY RAISE THEIR QUESTIONS AND COMMENTS WITH FINANCE STAFF.
Conflict of interest policy	Form 990, Part VI, Section B, Line 12c	THE UNIVERSITY'S CONFLICT OF INTEREST POLICY APPLES TO THE MEMBERS OF THE BOARD OF TRUSTEES; ALL UNIVERSITY OFFICERS; SENIOR OFFICIALS OF THE UNIVERSITY; ALL UNIVERSITY FACULTY EXCEPT VOLUNTEER FACULTY IN THE SCHOOL OF MEDICINE AND EXCEPT SPECIAL FACULTY MEMBERS WHO ARE NOT PAID BY THE UNIVERSITY (UNLESS ENGAGED IN SPONSORED RESEARCH); EMERITUS FACULTY WHO HAVE AN ONGOING RELATIONSHIP WITH THE UNIVERSITY OR WHO ARE ENGAGED IN SPONSORED RESEARCH; POST-DOCTORAL FELLOWS, ALL EMPLOYEES; STUDENTS; AND TRAINEES. INDIVIDUALS COVERED BY THIS POLICY MUST REPORT ANY FINANCIAL INTEREST AND THE ACCEPTANCE OF ANY GIFTS, FAVORS, OR ANYTHING OF VALUE, BY THE INDIVIDUAL OR THE INDIVIDUAL'S SPOUSE, DEPENDENT CHILDREN, DOMESTIC PARTNER, OR ANY OTHER DEPENDENT PERSON WHO IS A MEMBER OF THE SAME HOUSEHOLD AS THE INDIVIDUAL, THAT DIRECTLY OR INDIRECTLY MIGHT INFLUENCE OR APPEAR TO A REASONABLE PERSON TO INFLUENCE THE INDIVIDUAL'S RESPONSIBILITIES AS A MEMBER OF THE UNIVERSITY. INDIVIDUALS COVERED BY THE POLICY WHO ENGAGE IN RESEARCH MUST REPORT ANY FINANCIAL INTEREST, NO MATTER HOW SMALL, THAT THE INDIVIDUAL OR THE INDIVIDUAL'S SPOUSE, DEPENDENT CHILDREN, DOMESTIC PARTNER, OR ANY OTHER DEPENDENT PERSON LIVING IN THE SAME HOUSEHOLD AS THE INDIVIDUAL, HAS IN ANY ENTITY THAT SPONSORS OR SUPPORTS THE RESEARCH OR THAT HOLDS A FINANCIAL INTEREST IN THE SUBJECT OF THE RESEARCH, AND ALSO MUST REPORT THE ACCEPTANCE OF ANY GIFT, FAVOR, OR ANYTHING OF VALUE FROM AN ENTITY THAT SPONSORS THE RESEARCH OR THAT HOLDS A FINANCIAL INTEREST IN THE SUBJECT OF THE RESEARCH. INDIVIDUALS COVERED BY THE POLICY ALSO MUST REPORT WHENEVER A PREVIOUSLY REPORTED CONFLICT OF INTEREST IS ELIMINATED. THE UNIVERSITY'S REPORTING PROCESS IS ADMINISTERED BY THE UNIVERSITY'S CONFLICT OF INTEREST OFFICE, EXCEPT THAT REPORTING BY MEMBERS OF THE BOARD OF TRUSTEES, THE PRESIDENT, THE PROVOST, ALL SENIOR OFFICIALS OF THE UNIVERSITY, AS WELL AS THE CHAIR OF THE CONFLICT OF INTEREST COMMITTEE, IS ADMINISTERED BY THE OFFICE OF GENERAL COUNSEL. EACH YEAR, INDIVIDUALS COVERED BY THE POLICY MUST REPORT IN WRITING ANY ACTIVITIES LISTED ABOVE. REPORTS CALLED FOR BY THE CONFLICT OF INTEREST COMMITTEE ARE SUBMITTED TO THAT COMMITTEE. REPORTS CALLED FOR BY THE OFFICE OF GENERAL COUNSEL ARE SUBMITTED TO THAT OFFICE. THE REPORTS RECEIVED BY THE CONFLICT OF INTEREST COMMITTEE ARE SHARED WITH THE DEANS AND DEPARTMENT CHAIRS OF THE REPORTING FACULTY. INDIVIDUALS COVERED BY THIS POLICY WHO ARE NOT REQUIRED TO REPORT TO THE CONFLICT OF INTEREST COMMITTEE (OTHER THAN THOSE DESCRIBED ABOVE WHO MUST REPORT TO THE OFFICE OF GENERAL COUNSEL OR THE PRESIDENT) MUST REPORT ANY FINANCIAL INTEREST THAT RELATES TO THEIR UNIVERSITY RESPONSIBILITIES TO THEIR SUPERVISORS AT THEIR ANNUAL REVIEW. SUPERVISORS WHO DETERMINE THAT AN INDIVIDUAL MAY HAVE A CONFLICT OF INTEREST MUST REPORT THIS TO THE CONFLICT OF INTEREST OFFICE FOR FURTHER REVIEW. INDIVIDUALS ALSO MUST REPORT THE CONFLICT OF INTEREST OFFICE OR THE OFFICE OF GENERAL COUNSEL, AS APPROPRIATE, WITHIN 10 DAYS AFTER THEY BECOME AWARE OF A REPORTABLE INTEREST OR AFTER A CONFLICT OF INTEREST HAS BEEN ELIMINATED. INDIVIDUALS WHO HAVE NO REPORTABLE INTERESTS MUST STILL SUBMIT AN ANNUAL REPORT TO BE IN COMPLIANCE WITH THIS POLICY. THE OFFICE OF GENERAL COUNSEL CONDUCTS AN INITIAL REVIEW OF ALL THE REPORTS IT RECEIVES. THE CONFLICT OF INTEREST OFFICE CONDUCTS AN INITIAL REVIEW OF ALL REPORTS IT RECEIVES. IF NECESSARY, THEY OBTAIN ADDITIONAL INFORMATION FROM THE INDIVIDUAL COVERED BY THE POLICY AND FROM OTHER INDIVIDUALS WHO POSSESS RELEVANT INFORMATION. THE OFFICE OF THE GENERAL COUNSEL OR THE CONFLICT OF INTEREST OFFICE, AS APPROPRIATE, THEN IDENTIFIES THOSE ACTIVITIES THAT MUST BE REVIEWED AND APPROVED BY THE CONFLICT OF INTEREST COMMITTEE, AND THOSE ACTIVITIES THAT MAY PROCEED WITHOUT REVIEW BY THE CONFLICT OF INTEREST COMMITTEE. THE OFFICE OF THE GENERAL COUNSEL OR THE CONFLICT OF INTEREST OFFICE, AS APPROPRIATE, NOTIFIES THE CONFLICT OF INTEREST COMMITTEE OR THE BOARD OF TRUSTEES OF THOSE ACTIVITIES THAT MUST BE REVIEWED AND APPROVED. IN REVIEWING A REPORTED ACTIVITY, THE CONFLICT OF INTEREST COMMITTEE ASSUMES THAT THE ACTIVITY CANNOT BE UNDERTAKEN WITHOUT A SUITABLE MANAGEMENT PLAN. HOWEVER, IN SOME CASES, THE ACTIVITY MAY BE APPROVABLE WITHOUT A MANAGEMENT PLAN. IN DETERMINING WHETHER A MANAGEMENT PLAN IS REQUIRED, THE CONFLICT OF INTEREST COMMITTEE CONSIDERS THE SIGNIFICANCE OF THE CONFLICT OF INTEREST (SUCH AS THE SIZE OF THE INDIVIDUAL'S FINANCIAL INTEREST); WHETHER OR NOT THE INDIVIDUAL IS UNIQUELY QUALIFIED BY VIRTUE OF EXPERTISE AND EXPERIENCE TO CONDUCT THE RESEARCH PROJECT AND THE RESEARCH COULD NOT BE CONDUCTED AS SAFELY OR EFFECTIVELY WITHOUT THAT INDIVIDUAL; AND THE DEGREE OF RISK IMPOSED ON RESEARCH SUBJECTS.
Process used to establish compensation of top management official	Form 990, Part VI, Section B, Line 15a	THIS IS IN RESPONSE TO QUESTIONS 15A AND 15B. THE UNIVERSITY HAS ADOPTED AN EXECUTIVE COMPENSATION AND INTERMEDIATE SANCTIONS POLICY TO ENSURE THAT ITS COMPENSATION ARRANGEMENTS WITH RELATED PARTIES ARE EVALUATED AND COMPENSATION THAT IS PAID TO A RELATED PARTY IS REASONABLE AND REFLECTS FAIR MARKET VALUE. THE POLICY APPLIES FOR DETERMINING THE FINANCIAL ARRANGEMENTS WITH INDIVIDUALS THAT ARE DETERMINED TO BE DISQUALIFIED PERSONS WITH RESPECT TO THE UNIVERSITY. "DISQUALIFIED PERSON" MEANS A PERSON WHO IS OR HAS BEEN IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE UNIVERSITY DURING THE FIVE YEARS ENDING ON THE DATE OF THE TRANSACTION, A MEMBER OF HIS OR HER FAMILY, OR AN ENTITY IN WHICH THE DISQUALIFIED PERSON HAS IN EXCESS OF THIRTY-FIVE (35%) PERCENT CONTROL. PERSONS HOLDING THE FOLLOWING POWERS AND RESPONSIBILITIES ARE DEEMED TO BE IN A POSITION TO EXERCISE SUBSTANTIAL CONTROL OVER THE ORGANIZATION: VOTING MEMBERS OF THE BOARD, THE PRESIDENT, THE CHIEF EXECUTIVE OFFICER, THE CHIEF OPERATING OFFICER, THE TREASURER AND THE CHIEF FINANCIAL OFFICER. OTHERS MAY BE IN A POSITION TO EXERCISE SUBSTANTIAL CONTROL OVER THE UNIVERSITY IF THE FACTS AND CIRCUMSTANCES JUSTIFY SUCH A CONCLUSION. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE UNIVERSITY ENDEAVORS TO ESTABLISH THE REBUTTABLE PRESUMPTION OF REASONABLENESS BY REVIEWING TRANSACTIONS WHICH RAISE THE RISK OF CONFERRING AN EXCESS BENEFIT. THE COMMITTEE WILL ACCOMPLISH THIS BY COMPLYING WITH THE FOLLOWING PROCEDURES WHENEVER A POTENTIAL RISK IS IDENTIFIED: A. THE TRANSACTION SHALL BE APPROVED IN ADVANCE BY THE COMPENSATION COMMITTEE OF THE BOARD, OR OTHER PARTIES AUTHORIZED BY THE BOARD TO ACT ON ITS BEHALF COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION. B. A PERSON HAS A CONFLICT OF INTEREST IF THAT PERSON: (1) IS A DISQUALIFIED PERSON OR A FAMILY MEMBER THEREOF; (2) IS IN AN EMPLOYMENT RELATIONSHIP SUBJECT TO THE DIRECTION OR CONTROL OF A DISQUALIFIED PERSON; (3) RECEIVES COMPENSATION SUBJECT TO APPROVAL BY A DISQUALIFIED PERSON; (4) HAS A MATERIAL FINANCIAL INTEREST AFFECTED BY THE TRANSACTION; OR (5) HAS PREVIOUSLY RECEIVED AN ECONOMIC BENEFIT THROUGH A TRANSACTION APPROVED BY THE DISQUALIFIED PERSON. C. THE COMPENSATION COMMITTEE OF THE BOARD SHALL OBTAIN AND RELY UPON APPROPRIATE DATA AS TO THE COMPARABILITY OF THE TERMS OF THE TRANSACTION PRIOR TO MAKING ITS DECISION. I. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES HAS APPROPRIATE COMPARABILITY DATA IF, CONSIDERING THE KNOWLEDGE AND EXPERTISE OF ITS MEMBERS, IT HAS SUFFICIENT INFORMATION TO DETERMINE THAT THE TRANSACTION IN ITS ENTIRETY IS REASONABLE OR AT FAIR MARKET VALUE. II. RELEVANT INFORMATION WITH RESPECT TO A COMPENSATION TRANSACTION INCLUDES: (1) COMPENSATION PAID BY SIMILAR ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS; (2) THE AVAILABILITY OF SIMILAR SERVICES WITHIN THE GEOGRAPHICAREA; (3) CURRENT COMPENSATION SURVEYS PERFORMED BY INDEPENDENT FIRMS; AND (4) WRITTEN OFFERS FROM COMPETING ENTITIES FOR THE SERVICES OF THE DISQUALIFIED PERSON. III. RELEVANT INFORMATION WITH RESPECT TO A PROPERTY TRANSACTION INCLUDES: (1) CURRENT INDEPENDENT APPRAISALS; AND (2) OFFERS RECEIVED IN A COMPETITIVE AND OPEN BIDDING PROCESS. D. THE COMPENSATION COMMITTEE OR OTHER PARTIES AUTHORIZED BY THE BOARD SHALL ADEQUATELY DOCUMENT THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THAT DECISION. ADEQUATE DOCUMENTATIONS MUST INCLUDE: I. THE TERMS OF THE TRANSACTION APPROVED; II. THE DATE THE TRANSACTION IS APPROVED; III. THE MEMBERS OF THE DECISION MAKING BODY PRESENT DURING DEBATE AND WHO PARTICIPATED IN VOTING; IV. THE COMPARABILITY DATA OBTAINED AND RELIED UPON AND HOW IT WAS OBTAINED; AND V. ANY ACTIONS TAKEN BY ANYONE WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION (PERSONS WITH A CONFLICT OF INTEREST MUST NOT BE PRESENT AT THE TIME OF A VOTE AND THIS MUST BE DOCUMENTED IN THE MINUTES).
Process used to establish compensation of other officers/key employees	Form 990, Part VI, Section B, Line 15b	SEE ABOVE
Governing documents, conflict of interest policy and financial statements available to the public	Form 990, Part VI, Section C, Line 19	THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
Other changes in net assets or fund balances	Form 990 , Part XI, Line 9	ACTUARIAL ADJUSTMENT TO LIFE INCOME FUNDS - -3491843; LOSS ON DISPOSAL OF PLANT ASSETS - -3143891; ACTUARIAL ADJUSTMENT TO PENSION - 26964226;
Number of contributions or items contributed.	Schedule M, part I, column (b), Line other=MATERIALS AND SUPPLIES	THE NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed.	Schedule M, part I, column (b), Line other=MISCELLANEOUS	THE NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed.	Schedule M, part I, column (b), Line 1	THE NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed.	Schedule M, part I, column (b), Line 4	THE NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed.	Schedule M, part I, column (b), Line other=DENTAL SUPPLIES & INSTRUMENTS	THE NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed.	Schedule M, part I, column (b), Line other=EQUIPMENT	THE NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed.	Schedule M, part I, column (b), Line other=MATERIALS AND SUPPLIES	THE NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed.	Schedule M, part I, column (b), Line other=MISCELLANEOUS	THE NUMBER OF CONTRIBUTIONS

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (6 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Total IncomeTotalIncome	EOY AssetsEOYAssets	Business Name Line1DirectControllingEntityName/BusinessNameLine1
TRIANGLE RESIDENTIAL LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	341018992	REAL ESTATE MGMT	OH	1789159	2000	CASE WESTERN RESERVE UNIVERSITY
ERIE TIMBER LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	200409132	TIMBER FARM	OH	820856	39162512	CASE WESTERN RESERVE UNIVERSITY
ERIE FOREST INVESTMENTS LLC
10900 EUCLID AVENUE	CLEVELAND	OH	44106	205742452	TIMBER FARM	OH	0	0	ERIE TIMBER
CASE DENTAL MEDICINE SUPPORT SERVICES LLC
1900 EUCLID AVENUE	CLEVELAND	OH	44106	264812902	HEALTH CARE	OH	640500	0	NA
CASE IMAGING CENTER LLC
1900 EUCLID AVENUE	CLEVELAND	OH	44106	205670613	EDUCATION/RESEARCH	OH	95796	0	NA
CWRU SCHOOL OF DENTISTRY ADMIN SUPPORT LLC
1900 EUCLID AVENUE	CLEVELAND	OH	44106	340437441	HEALTH CARE	OH	1543903	0	NA

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	TRIANGLE RESIDENTIAL LP	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	10900 EUCLID AVENUE	AddressLine1
City	CLEVELAND	City
State	OH	State
ZIP Code	44106	ZIPCode

Field	Value	IRS element (for citing)
EIN	202569698	EIN
Primary Activity	REAL ESTATE MGMT	PrimaryActivity
Legal Domicile State	OH	LegalDomicileState
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Predominant Income Type	EXCLUDED	PredominantIncomeType
Share Of Total Income	3578317	ShareOfTotalIncome
Share Of EOY Assets	21121159	ShareOfEOYAssets
Disproportionate Allocations	false	DisproportionateAllocations
General Or Managing Partner	false	GeneralOrManagingPartner
Percentage Ownership	0	PercentageOwnership

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	true	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	true	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
TRIANGLE RESIDENTIAL LP
Q	523019	BOOK VALUE
TRIANGLE RESIDENTIAL LP
R	1050764	BOOK VALUE