JOHN CARROLL UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOHN CARROLL UNIVERSITY (EIN 34-0714681)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-03-19
- IRS object ID
- 201440789349300119
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-19T14:15:13-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E MAIN STREET | AddressLine1 |
| City | FORT WAYNE | City |
| State | IN | State |
| ZIP Code | 468021900 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714681 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN CARROLL UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 2163971886 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JOHN CARROLL BOULEVARD | AddressLine1 |
| City | UNIVERSITY HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44118 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD F MAUSSER | Name |
| Title | VP FOR FINANCE & TREASURER | Title |
| Phone | 2163971886 | Phone |
| Date Signed | 2014-03-19 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOYCE DULWORTH | Name |
| Phone | 2604604033 | Phone |
| Date Prepared | 2014-03-19 | DatePrepared |
| 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) |
|---|---|---|
| Name Of Principal Officer Person | REV ROBERT L NIEHOFF SJ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JOHN CARROLL BOULEVARD | AddressLine1 |
| City | UNIVERSITY HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 172691054 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JCU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1886 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | AS ONE OF 28 JESUIT CATHOLIC COLLEGES AND UNIVERSITIES IN THE UNITED STATES, JOHN CARROLL UNIVERSITY'S MISSION IS TO INSPIRE INDIVIDUALS TO EXCEL IN LEARNING, LEADERSHIP, AND SERVICE IN THE REGION AND IN THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 43 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2303 | TotalNbrEmployees |
| Total Nbr Volunteers | 790 | TotalNbrVolunteers |
| Total Gross UBI | 155508 | TotalGrossUBI |
| Contributions Grants Prior Year | 18341178 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 15812541 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 118440306 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 120491126 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5941649 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7237482 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -11468 | OtherRevenuePriorYear |
| Other Revenue Current Year | 669904 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 142711665 | TotalRevenuePriorYear |
| Total Revenue Current Year | 144211053 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 54439934 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 56580285 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 50603391 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 53026477 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 72925 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 5976 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3752378 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32861215 | OtherExpensePriorYear |
| Other Expenses Current Year | 33236820 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 137977465 | TotalExpensesPriorYear |
| Total Expenses Current Year | 142849558 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4734200 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1361495 | RevenuesLessExpensesCY |
| Total Assets BOY | 386855245 | TotalAssetsBOY |
| Total Assets EOY | 401054125 | TotalAssetsEOY |
| Total Liabilities BOY | 87112986 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 80439220 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 299742259 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 320614905 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AS ONE OF 28 JESUIT CATHOLIC COLLEGES AND UNIVERSITIES IN THE UNITED STATES, JOHN CARROLL UNIVERSITY'S MISSION IS TO INSPIRE INDIVIDUALS TO EXCEL IN LEARNING, LEADERSHIP, AND SERVICE IN THE REGION AND IN THE WORLD. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 135299071 | Expense |
| Grants | 56580285 | Grants |
| Revenue | 120491126 | Revenue |
| Description | SEE SCHEDULE O FOR DESCRIPTION OF PROGRAM ACCOMPLISHMENTS. FROM ITS MODEST ORIGIN IN 1886 AS SAINT IGNATIUS COLLEGE ON CLEVELAND'S NEAR WEST SIDE, JOHN CARROLL TODAY IS WIDELY RECOGNIZED AS A TRANSFORMATIVE UNIVERSITY THAT EXCELS IN UNDERGRADUATE AND POST-GRADUATE EDUCATION, ATTRACTING STUDENTS FROM 32 STATES, PLUS PUERTO RICO, THE DISTRICT OF COLUMBIA AND 18 COUNTRIES. THE UNIVERSITY STRIVES TO DEVELOP EACH STUDENT AS A WHOLE PERSON - MIND, BODY, AND SOUL. AT THE SAME TIME, STUDENTS ARE CHALLENGED TO MAKE A DIFFERENCE IN THE WORLD THROUGH LEADERSHIP AND SERVICE. AS A JESUIT CATHOLIC UNIVERSITY, JOHN CARROLL OFFERS A RIGOROUS EDUCATION BASED ON A WELL-DEVELOPED LIBERAL ARTS CORE CURRICULUM, INCLUDING A VARIETY OF ACADEMIC PROGRAMS IN THE ARTS AND SCIENCES, AND EDUCATION. U.S. NEWS & WORLD REPORT RANKS JOHN CARROLL AMONG THE TOP 10 UNIVERSITIES IN THE MIDWEST THAT GRANT MASTER'S DEGREES, AND THE UNIVERSITY'S JOHN M. AND MARY JO BOLER SCHOOL OF BUSINESS HOLDS DUAL AACSB ACCREDITATION - AN INTERNATIONAL DISTINCTION AWARDED BY THE ASSOCIATION TO ADVANCE COLLEGIATE SCHOOLS OF BUSINESS PLACING IT IN THE TOP FIVE PERCENT OF BUSINESS SCHOOLS WORLDWIDE. JOHN CARROLL CONSISTENTLY RANKS AS ONE OF THE TOP SCHOOLS IN THE MIDWEST FOR RETENTION RATES AND GRADUATION RATES, WHICH SIGNIFICANTLY EXCEED U.S. AND OHIO AVERAGES. THE UNIVERSITY'S 14:1 STUDENT/FACULTY RATIO ENSURES INDIVIDUAL ATTENTION AND AN INTERACTIVE EXPERIENCE. 85% OF ALL CLASSES HAVE FEWER THAN 30 STUDENTS WITH NO CLASS EXCEEDING 50 STUDENTS. THE UNIVERSITY EDUCATED 2,949 UNDERGRADUATE STUDENTS AND 634 GRADUATE STUDENTS; OFFERED 45 BACHELOR DEGREE MAJORS AND 20 GRADUATE SCHOOL PROGRAMS; AND CONFERRED 623 BACHELOR AND 245 MASTERS DEGREES IN THE 2012-2013 ACADEMIC YEAR. JOHN CARROLL RANKS 3RD IN THE MIDWEST FOR RETENTION AND GRADUATION RATES. 89% OF JCU FRESHMEN RETURN AS SOPHOMORES, AND 66% OF JCU UNDERGRADS RECEIVE THEIR BACHELOR'S DEGREES IN FOUR YEARS, COMPARED WITH 52% OF OTHER FOUR- YEAR PRIVATE SCHOOLS, AND 33% OF FOUR-YEAR PUBLIC SCHOOLS IN OHIO. OUR STUDENTS LEARN FROM DISTINGUISHED FACULTY WHO ARE EXPERTS IN THEIR RESPECTIVE FIELDS. 95% OF OUR 196 FULL-TIME TEACHING FACULTY MEMBERS HOLD DOCTORAL DEGREES OR THE TERMINAL DEGREE IN THEIR FIELD; NINE ARE FULBRIGHT FELLOWS. THE MAJORITY OF OUR FACULTY HAS PUBLISHED BOOKS, ARTICLES, OR RECEIVED RESEARCH GRANTS IN THE PAST TWO YEARS. THE UNIVERSITY'S VARSITY SPORTS TEAMS COMPETE AT THE NCAA DIVISION III INTERCOLLEGIATE LEVEL, AND HAVE WON OVER 70 LEAGUE TITLES. MORE THAN 80 VARSITY ATHLETES HAVE BEEN NAMED DIVISION III ALL-AMERICANS WITH SIX NATIONAL CHAMPIONS AND THREE NATIONAL PLAYERS OF THE YEAR. NEARLY 500 UNDERGRADUATES PARTICPATE IN 22 VARSITY MEN'S AND WOMEN'S SPORTS. STUDENTS ALSO HAVE ACCESS TO INTRAMURAL SPORTS, CLUB SPORTS, AND OTHER FITNESS AND RECREATIONAL ACTIVITIES. JOHN CARROLL UNIVERSITY WELCOMES STUDENTS AND FACULTY FROM DIFFERENT RELIGIOUS BACKGROUNDS AND VALUE SYSTEMS IN THE BELIEF THAT THE EDUCATIONAL ENVIRONMENT WHICH THE UNIVERSITY PROVIDES IS ONE WHICH THESE STUDENTS AND FACULTY MAY FIND CONGENIAL, REWARDING, AND ENRICHED BY THEIR PRESENCE. WITHIN THIS ENVIRONMENT THERE IS CONCERN FOR THE HUMAN AND SPIRITUAL DEVELOPMENTAL NEEDS OF THE STUDENTS AND A DEEP RESPECT FOR THE FREEDOM AND DIGNITY OF THE HUMAN PERSON. A FACULTY NOT ONLY PROFESSIONALLY QUALIFIED, BUT ALSO STUDENT ORIENTED, CONSIDERS EXCELLENCE IN INTERPERSONAL RELATIONSHIPS AS WELL AS ACADEMIC ACHIEVEMENT AMONG ITS PRIMARY GOALS. | Description |
| Total Program Service Expense | 135299071 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| 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 | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | 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 | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | 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 | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 5063 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2303 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 43 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | 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 | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | 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 | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD F MAUSSER | BusinessNameLine1 |
| Business Name Line2 | JOHN CARROLL UNIVERSITY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2163974273 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JOHN CARROLL BOULEVARD | AddressLine1 |
| City | UNIVERSITY HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44118 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (57 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT L NIEHOFF SJ | ||||||||
| PRESIDENT | 50.00 | X | X | 0 | 0 | 0 | ||
| DAVID W SHORT | ||||||||
| CHAIR OF THE | 5.25 | X | 0 | 0 | 0 | |||
| NANCY CUNNINGHAM BENACCI | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| BARBARA BROWN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| REV MICHAEL P CARUSO SJ | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| REV GERALD F CAVANAGH SJ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOAN M CROCKETT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| FREDERICK D DISANTO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM P DONNELLY | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| TERRENCE P FERGUS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| REV JOHN P FITZGIBBONS SJ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DANIEL J FRATE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CARL D GLICKMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| REV HOWARD J GRAY SJ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT D GRIES | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| EVELYN JENKINS GUNN | ||||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |||
| ROBERT A HAGER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANNETTE L HAILE | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| HOWARD W HODDY HANNA III | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL L HARDY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HAROLD F HAWK JR | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| ROBERT E HELTZEL JR | ||||||||
| DIRECTOR | 1.75 | X | 0 | 0 | 0 | |||
| ROBERT W HOSTOFFER DO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD J KRAMER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS B LEWIS | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| L THOMAS MARCHLEN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| REV MICHAEL J MARCO SJ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD E MAROUN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL J MERRIMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SAMUEL H MILLER | ||||||||
| 1.00 | X | 0 | 0 | 0 | ||||
| JAMES M MYERS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GERALD F O'CONNELL | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| MICHAEL B PETRAS JR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ARCHBISHOP PATRICK C PINDER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE SAMPLE | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| BARBARA S SCHUBERT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| REV MICHAEL JL SHEERAN SJ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RAYMOND E SMILEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| REV LORN SNOW SJ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TERENCE C SULLIVAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DANIEL C SUSSEN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| STEPHEN M TODD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN O'NEILL WINCHESTER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN T DAY | ||||||||
| ACADEMIC VP | 50.00 | X | 206490 | 0 | 30169 | |||
| DOREEN K RILEY | ||||||||
| VP ADVANCEME | 50.00 | X | 180580 | 0 | 24314 | |||
| RICHARD F MAUSSER | ||||||||
| VP FINANCE/T | 50.00 | X | 174217 | 0 | 80335 | |||
| MARIA ALFARO-LOPEZ | ||||||||
| GENERAL COUN | 50.00 | X | 150450 | 0 | 35606 | |||
| MARK D MCCARTHY | ||||||||
| VP STUDENT A | 50.00 | X | 141500 | 0 | 23009 | |||
| JONATHAN E SMITH | ||||||||
| VP/EXEC ASST | 50.00 | X | 139781 | 0 | 17167 | |||
| BRIAN G WILLIAMS | ||||||||
| VP FOR ENROL | 50.00 | X | 139067 | 0 | 32210 | |||
| PAUL V MURPHY | ||||||||
| VP MISSION/I | 50.00 | X | 99292 | 0 | 27159 | |||
| KAREN SCHUELE | ||||||||
| DEAN | 50.00 | 187337 | 0 | 68597 | X | |||
| ROBERT BLOOM | ||||||||
| PROFESSOR | 40.00 | 175886 | 0 | 17391 | X | |||
| LEROY BROOKS | ||||||||
| PROFESSOR | 40.00 | 172383 | 0 | 28758 | X | |||
| ALBERT NAGY | ||||||||
| PROFESSOR | 40.00 | 155558 | 0 | 30374 | X | |||
| MICHAEL BESTUL | ||||||||
| CIO (TECHNOL | 40.00 | 146289 | 0 | 67340 | X | |||
| PAUL R MURPHY | ||||||||
| PROFESSOR | 40.00 | 142175 | 0 | 21008 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2211005 | TotalReportableCompFromOrg |
| Total Other Compensation | 503437 | TotalOtherCompensation |
| Number Individuals GT100 K | 44 | NumberIndividualsGT100K |
| Formers Listed | false | 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 | Business Name Line2NameOfContractor/NameBusiness/BusinessNameLine2 |
|---|---|---|---|---|---|---|
| ARAMARK | ||||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | FOOD SERVICE | 5001494 | |
| GCA SERVICES GROUP | ||||||
| PO BOX 643823 | PITTSBURGH | PA | 152643823 | JANITORIAL SERV | 1412091 | |
| HASENSTAB ARCHITECTS INC | ||||||
| UNION POINT | AKRON | OH | 44304 | ARCHITECT | 1167344 | |
| JESUIT COMMUNITY AT JOHN CARROLL UNI | ||||||
| 2520 MIRAMAR | UNIVERSITY HEIGHTS | OH | 44118 | EDUCATIONAL SER | 632464 | VERSITY |
| VIP RESTORATION COMPANY | ||||||
| 1361 EAST 55TH STREET | CLEVELAND | OH | 44103 | CONSTRUCTION | 544324 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 47 | NumberOfContractorsGT100K |
| Fundraising Events | 5378 | FundraisingEvents |
| Government Grants | 4847010 | GovernmentGrants |
| All Other Contributions | 10960153 | AllOtherContributions |
| Noncash Contributions | 1540168 | NoncashContributions |
| Total Contributions | 15812541 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611600 | 101274821 | 101274821 |
| AUXILIARY ENTERPRISES | 611710 | 17414809 | 17414809 |
| OTHER FEES | 611710 | 1195742 | 1195742 |
| MISCELLANEOUS RECEIPTS | 611710 | 605754 | 605754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 120491126 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4317122 | TotalRevenueColumn |
| Exclusion | $4,317,122 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 151644 | TotalRevenueColumn |
| Exclusion | $151,644 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3645993 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3182970 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 463023 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 463023 | TotalRevenueColumn |
| Unrelated Business Revenue | 123537 | UnrelatedBusinessRevenue |
| Exclusion | $339,486 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28212420 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25292060 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2920360 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2920360 | TotalRevenueColumn |
| Exclusion | $2,920,360 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 28237 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 5378 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 4971 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23266 | TotalRevenueColumn |
| Exclusion | $23,266 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| SPINNAKER GLOBAL EMERGING | 236000 | 32253 | 32253 |
| DAVIDSON KEMPNER INST PARTNRS | 236000 | 23 | 23 |
| KIRTLAND CAPITAL PARTNERS III | 236000 | -55 | -55 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -250 | TotalRevenueColumn |
| Unrelated Business Revenue | -250 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 31971 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 144211053 | TotalRevenueColumn |
| Related Or Exempt Function Income | 120491126 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 155508 | UnrelatedBusinessRevenue |
| Exclusion | $7,751,878 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64592 | Total |
| Program Services | 64592 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56515693 | Total |
| Program Services | 56515693 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1652889 | Total |
| Program Services | 938381 | ProgramServices |
| Management And General | 501753 | ManagementAndGeneral |
| Fundraising | 212755 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12273 | Total |
| Program Services | 12273 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38132441 | Total |
| Program Services | 35022506 | ProgramServices |
| Management And General | 1536847 | ManagementAndGeneral |
| Fundraising | 1573088 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2098813 | Total |
| Program Services | 1895592 | ProgramServices |
| Management And General | 107423 | ManagementAndGeneral |
| Fundraising | 95798 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8200130 | Total |
| Program Services | 6744323 | ProgramServices |
| Management And General | 778637 | ManagementAndGeneral |
| Fundraising | 677170 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2929931 | Total |
| Program Services | 2646236 | ProgramServices |
| Management And General | 149962 | ManagementAndGeneral |
| Fundraising | 133733 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122646 | Total |
| Program Services | 122646 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85667 | Total |
| Program Services | 9667 | ProgramServices |
| Management And General | 76000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154631 | Total |
| Fundraising | 154631 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5976 | Total |
| Fundraising | 5976 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238456 | Total |
| Management And General | 238456 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1455049 | Total |
| Program Services | 1160554 | ProgramServices |
| Management And General | 104659 | ManagementAndGeneral |
| Fundraising | 189836 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249807 | Total |
| Program Services | 236079 | ProgramServices |
| Management And General | 1140 | ManagementAndGeneral |
| Fundraising | 12588 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3038345 | Total |
| Program Services | 2745998 | ProgramServices |
| Management And General | 730 | ManagementAndGeneral |
| Fundraising | 291617 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1561475 | Total |
| Program Services | 1509559 | ProgramServices |
| Management And General | 27117 | ManagementAndGeneral |
| Fundraising | 24799 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6453200 | Total |
| Program Services | 6384411 | ProgramServices |
| Management And General | 40844 | ManagementAndGeneral |
| Fundraising | 27945 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1619725 | Total |
| Program Services | 1452231 | ProgramServices |
| Management And General | 55413 | ManagementAndGeneral |
| Fundraising | 112081 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1441763 | Total |
| Program Services | 1167032 | ProgramServices |
| Management And General | 89657 | ManagementAndGeneral |
| Fundraising | 185074 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2292825 | Total |
| Program Services | 2292825 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7009914 | Total |
| Program Services | 7009914 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 627283 | Total |
| Program Services | 626032 | ProgramServices |
| Management And General | 1211 | ManagementAndGeneral |
| Fundraising | 40 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| NON-PROF CONTRACT SVCS | 6119402 | 6077250 | 40528 | 1624 |
| DUES AND SUBSCRIPTIONS | 647578 | 604507 | 20180 | 22891 |
| OTHER | 119054 | 60770 | 27552 | 30732 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142849558 | Total |
| Program Services | 135299071 | ProgramServices |
| Management And General | 3798109 | ManagementAndGeneral |
| Fundraising | 3752378 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5300751 | BOY |
| EOY | 2218182 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29251297 | BOY |
| EOY | 26181782 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4071464 | BOY |
| EOY | 3872356 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 521355 | BOY |
| EOY | 539008 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5467075 | BOY |
| EOY | 5254536 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1422788 | BOY |
| EOY | 1376059 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 292641322 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 113504516 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 177595501 | BOY |
| EOY | 179136806 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106878650 | BOY |
| EOY | 122211003 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52961627 | BOY |
| EOY | 56448512 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3384737 | BOY |
| EOY | 3815881 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386855245 | BOY |
| EOY | 401054125 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12856964 | BOY |
| EOY | 12403082 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208374 | BOY |
| EOY | 147309 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3130572 | BOY |
| EOY | 3158724 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56100754 | BOY |
| EOY | 52652153 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9427198 | BOY |
| EOY | 6947017 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5389124 | BOY |
| EOY | 5130935 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87112986 | BOY |
| EOY | 80439220 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185748643 | BOY |
| EOY | 193368892 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31176395 | BOY |
| EOY | 39863504 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82817221 | BOY |
| EOY | 87382509 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 299742259 | BOY |
| EOY | 320614905 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386855245 | BOY |
| EOY | 401054125 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1361495 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 18977467 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 533684 | 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 | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $154,631 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 154631 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCHEDULE C, PART II-B, LINE 1 | ReturnReference |
| Explanation | THE UNIVERSITY EMPLOYS A DIRECTOR FOR GOVERNMENT AND COMMUNITY RELATIONS WHO SPENT LESS THAN 30% OF HER TIME ADVOCATING RELATED TO FEDERAL GOVERNMENT RELATIONS AND LESS THAN 30% OF HER TIME ADVOCATING ON ISSUES RELATED TO STATE GOVERNMENT RELATIONS. MOST OF HER LOBBYING TIME IS SPENT ON LEGISLATION RELATED TO STUDENT AID, THE IMPLEMENTATION OF THE HIGHER EDUCATION REAUTHORIZATION ACT, THE FISCAL YEAR 2013 BUDGET APPROPRIATIONS BILLS AND REGULATIONS. THE UNIVERSITY CONTRACTS WITH TWO FIRMS THAT ARE REGISTERED LOBBYISTS. THE LOBBYING ACTIVITIES OF THOSE FIRMS INVOLVED CONTACT WITH LEGISLATORS AND STAFF AT THE STATE AND FEDERAL LEVELS OF GOVERNMENT THROUGH OFFICE VISITS, PHONE AND EMAIL CONVERSATIONS, AND GATHERINGS. THESE CONTACTS WERE FOR THE PURPOSE OF ADVOCATING ON ISSUES RELATED TO STUDENT FINANCIAL AID. THE FIRMS ALSO SERVE AS LIASONS TO GOVERNMENT AGENCIES BY MONITORING AND REPORTING ON GOVERNMENT PROGRAMS AND LEGISLATION AND REGULATIONS RELEVANT TO THE UNIVERSITY. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 159891892 | BeginningOfYearBalance |
| Contributions | 4389972 | Contributions |
| Investment Earnings Or Losses | 26076499 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6244202 | GrantsOrScholarships |
| Other Expenditures | 2309482 | OtherExpenditures |
| Administrative Expenses | 801023 | AdministrativeExpenses |
| End Of Year Balance | 181003656 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 169294012 | BeginningOfYearBalance |
| Contributions | 3232495 | Contributions |
| Investment Earnings Or Losses | -3913001 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6330899 | GrantsOrScholarships |
| Other Expenditures | 1656191 | OtherExpenditures |
| Administrative Expenses | 734520 | AdministrativeExpenses |
| End Of Year Balance | 159891892 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 147101649 | BeginningOfYearBalance |
| Contributions | 2438010 | Contributions |
| Investment Earnings Or Losses | 27916803 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6314656 | GrantsOrScholarships |
| Other Expenditures | 1108481 | OtherExpenditures |
| Administrative Expenses | 739313 | AdministrativeExpenses |
| End Of Year Balance | 169294012 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 131423642 | BeginningOfYearBalance |
| Contributions | 2893409 | Contributions |
| Investment Earnings Or Losses | 20184650 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5699845 | GrantsOrScholarships |
| Other Expenditures | 1175611 | OtherExpenditures |
| Administrative Expenses | 524596 | AdministrativeExpenses |
| End Of Year Balance | 147101649 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 177145420 | BeginningOfYearBalance |
| Contributions | 2342749 | Contributions |
| Investment Earnings Or Losses | -40531397 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6076769 | GrantsOrScholarships |
| Other Expenditures | 910991 | OtherExpenditures |
| Administrative Expenses | 545370 | AdministrativeExpenses |
| End Of Year Balance | 131423642 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.38260 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.44500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17240 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4101477 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 4678821 | OtherCostOrOtherBasis |
| Book Value | 8780298 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 19787298 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 196588292 | OtherCostOrOtherBasis |
| Depreciation | 67361958 | Depreciation |
| Book Value | 149013632 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 36327 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 6657059 | OtherCostOrOtherBasis |
| Depreciation | 4222583 | Depreciation |
| Book Value | 2470803 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37158450 | OtherCostOrOtherBasis |
| Depreciation | 27799080 | Depreciation |
| Book Value | 9359370 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23633598 | OtherCostOrOtherBasis |
| Depreciation | 14120895 | Depreciation |
| Book Value | 9512703 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 179136806 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MULTI-STRATEGY FUNDS | 29031019 | F |
| HEDGED EQUITY FUNDS | 17417330 | F |
| REAL ESTATE INVESTMENT FUNDS | 6592530 | F |
| PRIVATE EQUITY FUNDS | 3407633 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 56448512 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ASSET RETIREMENT OBLIGATIONS | $3,322,263 |
| REFUNDABLE FEDERAL STUDENT LOANS | $1,808,672 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5130935 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 109802277 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 18977467 | NetUnrealizedGainsInvestments |
| Other Revenues | -55963459 | OtherRevenues |
| Revenue Not Rptd F990 | -36985992 | RevenueNotRptdF990 |
| Revenue Subtotal | 146788269 | RevenueSubtotal |
| Other Revenues Not Included | -2577216 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -2577216 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 144211053 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 88929631 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3201520 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3201520 | ExpensesNotRptdF990 |
| Expenses Subtotal | 85728111 | ExpensesSubtotal |
| Other Expenses Not Included | 57121447 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 57121447 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 142849558 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| TERMS FOR NOT REPORTING ASSETS PER SFAS 116 | SCHEDULE D, PAGE 1, PART III, LINE 1A | THE UNIVERSITY HAS ELECTED NOT TO CAPITALIZE THE COST OR VALUE OF ITS COLLECTION OF WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS. THERE WERE NO DEACCESSIONS DURING THE YEAR. |
| COLLECTIONS AND RELATION TO EXEMPT PURPOSE | SCHEDULE D, PAGE 2, PART III, LINE 4 | THE UNIVERSITY MAINTAINS A COLLECTION OF BOOKS, JOURNALS, ART, UNIVERSITY ARCHIVAL MATERIALS, MANUSCRIPTS AND ELECTRONIC RESOURCES. THESE ITEMS ARE HOUSED AND MADE AVAILABLE PRIMARILY THROUGH THE GRASSELLI LIBRARY AND BREEN LEARNING CENTER AS ESSENTIAL RESOURCES FOR THE EDUCATIONAL EXPERIENCE OF OUR STUDENTS. |
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | THE UNIVERSITY'S ENDOWMENT FUNDS ARE INVESTED AND A PORTION OF THE INCOME EARNED IS USED TO SUPPORT SCHOLARSHIPS, PROGRAMS, FACULTY WORK, OR A SPECIFIC AREA DESIGNATED BY THE DONOR. |
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | UNDER PROVISIONS OF THE INTERNAL REVENUE CODE, THE UNIVERSITY IS EXEMPT FROM TAXES ON INCOME, OTHER THAN UNRELATED BUSINESS INCOME UNDER CODE SECTION 501(C)(3). THE UNIVERSITY HAD NO MATERIAL NET UNRELATED BUSINESS INCOME DURING THE YEARS ENDED MAY 31, 2013 AND 2012, AND THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN MADE. |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 2D | SCHOLARSHIPS AND GRANTS-IN-AID NETTED AGAINST STUDENT FEES -56,515,693 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 440,932 CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 111,302 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 4B | RENTAL EXPENSE IS NOT NETTED AGAINST REVENUE ON AUDIT -3,182,970 MISCELLANEOUS RECEIPTS ARE NETTED AGAINST EXPENSES ON F/S 605,754 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | TAX BENEFIT TO RENTAL ACTIVITIES ON AUDITED FINANCIALS 18,550 RENTAL EXPENSE IS NOT NETTED AGAINST REVENUE ON AUDIT 3,182,970 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | SCHOLARSHIPS AND GRANTS-IN-AID NETTED AGAINST STUDENT FEES 56,515,693 MISCELLANEOUS RECEIPTS NETTED AGAINST EXPENSES ON F/S 605,754 |
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 |
|---|---|---|
| PUBLICATION OF NONDISCRIMINATORY POLICY IN MEDIA EXPLANATION | SCHEDULE E LINE 3 | THE UNIVERSITY IS IN COMPLIANCE WITH REV PROC 7550 |
| FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION | SCHEDULE E LINE 6 | THE UNIVERSITY RECEIVES FEDERAL STUDENT FINANCIAL AID ASSISTANCE FOR THE BENEFIT OF ITS STUDENTS FROM VARIOUS FEDERAL AGENCIES THESE INCLUDE THE DEPARTMENT OF EDUCATION WHICH PROVIDES FUNDS FOR FEDERAL WORK STUDY PELL GRANTS SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAM PERKINS LOAN PROGRAM AND FAMILY EDUCATIONAL LOAN PROGRAM THE UNIVERSITY ALSO RECEIVES FEDERAL RESEARCH GRANTS FROM THE NATIONAL SCIENCE FOUNDATION DEPARTMENT OF EDUCATION AND THE DEPARTMENT OF HEALTH AND HUMAN SERVICES |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (10 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| EUROPE | PROGRAM SERVICES | STUDY ABROAD | 893274 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | STUDY ABROAD | 175484 |
| EUROPE | INVESTMENTS | ||
| EAST ASIA AND THE PACIFIC | INVESTMENTS | ||
| MIDDLE EAST AND NORTH AFRICA | INVESTMENTS | ||
| NORTH AMERICA | INVESTMENTS | ||
| RUSSIA AND NEIGHBORING STATES | INVESTMENTS | ||
| SOUTH AMERICA | INVESTMENTS | ||
| SOUTH ASIA | INVESTMENTS | ||
| SUB-SAHARAN AFRICA | INVESTMENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 37426528 | SubtotalAmountSpent |
| Total Amount Spent | 37426528 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ACTIVITIES PER REGION | SCHEDULE F, PAGE 1, PART I, LINE 3 | EUROPE 893,274 0 EAST ASIA AND THE PACIFIC 175,484 0 EUROPE 0 16,998,588 EAST ASIA AND THE PACIFIC 0 15,507,752 MIDDLE EAST AND NORTH AFRICA 0 509,701 NORTH AMERICA 0 1,604,845 RUSSIA AND NEIGHBORING STATES 0 181,895 SOUTH AMERICA 0 828,799 SOUTH ASIA 0 447,988 SUB-SAHARAN AFRICA 0 278,202 |
| ADDITIONAL INFORMATION | SCHEDULE F, PAGE 5, PART V | THE UNIVERSITY PROVIDES A NUMBER OF STUDY ABROAD OPPORTUNITIES FOR ITS STUDENTS. VARIOUS STUDY ABROAD PROGRAMS ARE AVAILABLE EACH YEAR, BUT NOT ALL PROGRAMS LISTED BELOW ARE OFFERED EVERY ACADEMIC YEAR. THE UNIVERSITY ENJOYS LONG-STANDING STUDENT EXCHANGE AGREEMENTS WITH SOPHIA UNIVERSITY IN TOKYO, NANZAN UNIVERSITY IN NAGOYA, AND KANSAI GAIDAI UNIVERSITY IN KYOTO, JAPAN. IN ADDITION, THE UNIVERSITY IS A MEMBER OF THE INTERNATIONAL STUDENT EXCHANGE PROGRAM (ISEP), WHICH OFFERS STUDY ABROAD OPPORTUNITIES WORLDWIDE. IN RECENT YEARS THE UNIVERSITY HAS ALSO ADDED EXCHANGE PROGRAMS WITH THE UNIVERSITY OF HULL, ENGLAND; THE UNIVERSITY OF DORTMUND, GERMANY; RHODES UNIVERSITY, SOUTH AFRICA; RAI INSTITUTE, INDIA; AND FATIH UNIVERSITY, TURKEY. THE UNIVERSITY IS A MEMBER OF THE CONSORTIUM OF AMERICAN JESUIT COLLEGES AND UNIVERSITIES (AJCU) THAT SUPPORTS THE BEIJING PROGRAM FOR UNDERGRADUATE STUDY IN CHINA AS WELL AS THE CASA DE LA SOLIDARIDAD IN EL SALVADOR. STUDENTS CAN CHOOSE FROM SEVERAL PROGRAM OFFERINGS IN EUROPE FOR ONE SEMESTER OR TWO, DEPENDING ON THE PROGRAM. IN ENGLAND, BUSINESS STUDENTS CAN ENROLL IN THE UNIVERSITY'S BOLER BUSINESS SEMESTER IN LONDON; NON-BUSINESS STUDENTS CAN ENROLL IN THE LONDON LIBERAL ARTS SEMESTER, BOTH IN COOPERATION WITH REGENT'S COLLEGE. IN ITALY, STUDENTS CAN PARTICIPATE IN THE UNIVERSITY'S OWN VATICAN PROGRAM IN COOPERATION WITH THE PONTIFICA UNIVERSITA URBANIANA; LOYOLA UNIVERSITY OF CHICAGO'S ROME CENTER; OR JOHN CABOT UNIVERSITY IN ROME. THE UNIVERSITY HAS ALSO ESTABLISHED STUDY ABROAD PROGRAMS IN IRELAND (MAYNOOTH), SPAIN (MADRID), AND COSTA RICA. IN ADDITION, COOPERATIVE AGREEMENTS EXIST WITH PROGRAMS IN AUSTRALIA (AUSTRALEARN) AND DENMARK (DIS), AND THE UNIVERSITY OFFERS SHORT TERM FACULTY LED PROGRAMS IN NUMEROUS COUNTRIES ALL OVER THE WORLD. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | FL | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | PA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 33615 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 5378 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 28237 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 4971 | RentFacilityCostsEvent1 |
| Gross Receipts Total | 33615 | GrossReceiptsTotal |
| Charitable Contributions Total | 5378 | CharitableContributionsTotal |
| Gross Revenue Total Events | 28237 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 4971 | RentFacilityCostsTotalEvents |
| Direct Expense Summary Events | 4971 | DirectExpenseSummaryEvents |
| Net Income Summary | 23266 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CATHOLIC COMMUNITY CONNECTION | |||||||
| 2351 E 22ND STREET | CLEVELAND | OH | 44115 | 161635599 | 501C3 | 20000 | ANNUAL SUPPORT |
| ST MARTIN DE PORRES HIGH SCHOOL | |||||||
| 6111 LAUSCHE AVE | CLEVELAND | OH | 44103 | 300204919 | 501C3 | 44592 | STUDENT EMPLOYMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AND GRANTS | TypeOfGrant |
| Number Of Recipients | 2978 | NumberOfRecipients |
| Amount Of Cash Grant | 56515693 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | THE UNIVERSITY AWARDS SCHOLARSHIPS AND GRANTS BASED ON SUPERIOR ACADEMIC ACHIEVEMENT AND DEMONSTRATED FINANCIAL NEED. INDIVIDUALS RECEIVING AWARDS FROM JOHN CARROLL UNIVERSITY ARE CHOSEN BASED UPON OBJECTIVE AND NON-DISCRIMINATORY CRITERIA WHICH ARE CONSISTENT WITH THE OVERALL TAX-EXEMPT PURPOSE OF THE UNIVERSITY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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 | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|
| JOHN T DAY | |||||
| ACADEMIC VP | 205223 | 1267 | 12600 | 17569 | 236659 |
| DOREEN K RILEY | |||||
| VP ADVANCEMENT | 174347 | 6233 | 10649 | 13665 | 204894 |
| RICHARD F MAUSSER | |||||
| VP FINANCETREASURER | 173389 | 828 | 10740 | 69595 | 254552 |
| MARIA ALFARO-LOPEZ | |||||
| GENERAL COUNSEL | 149877 | 573 | 9606 | 26000 | 186056 |
| MARK D MCCARTHY | |||||
| VP STUDENT AFFAIRS | 141015 | 485 | 8640 | 14369 | 164509 |
| JONATHAN E SMITH | |||||
| VPEXEC ASST TO PRES | 137979 | 1802 | 8375 | 8792 | 156948 |
| BRIAN G WILLIAMS | |||||
| VP FOR ENROLLMENT | 138951 | 116 | 8755 | 23455 | 171277 |
| KAREN SCHUELE | |||||
| DEAN | 186509 | 828 | 11739 | 56858 | 255934 |
| ROBERT BLOOM | |||||
| PROFESSOR | 173198 | 2688 | 10449 | 6942 | 193277 |
| LEROY BROOKS | |||||
| PROFESSOR | 169695 | 2688 | 10538 | 18220 | 201141 |
| ALBERT NAGY | |||||
| PROFESSOR | 155558 | 9573 | 20801 | 185932 | |
| MICHAEL BESTUL | |||||
| CIO (TECHNOLOGY) | 145751 | 538 | 9270 | 58070 | 213629 |
| PAUL R MURPHY | |||||
| PROFESSOR | 141503 | 672 | 8490 | 12518 | 163183 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FRINGE OR EXPENSE EXPLANATION | SCHEDULE J, PAGE 1, PART I, LINE 1A | THE UNIVERSITY'S TRAVEL EXPENSE POLICY PROHIBITS THE PURCHASE OF FIRST- CLASS AIR TRAVEL OR THE EQUIVALENT AT THE UNIVERSITY'S EXPENSE. HOWEVER, FIRST-CLASS TRAVEL IS PERMITTED IN CERTAIN LIMITED CIRCUMSTANCES IN ACCORDANCE WITH THE PRESIDENT'S EMPLOYMENT CONTRACT WHICH HAS BEEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE. |
| OTHER ADDITIONAL INFORMATION | SCHEDULE J, PART III | ON JULY 1, 2008 THE UNIVERSITY ENACTED A QUALIFIED PRIVATE 457(B) DEFERRED COMPENSATION PLAN FOR CERTAIN EMPLOYEES WITH ANY EMPLOYER CONTRIBUTIONS TO BE MADE ON A DISCRETIONARY BASIS. THE UNIVERSITY MADE NO CONTRIBUTIONS TO THE 457 PLAN IN FISCAL 2013. ANY AND ALL CONTRIBUTIONS TO THE PLAN IN FISCAL YEAR 2013 WERE VOLUNTARY EMPLOYEE CONTRIBUTIONS. THE PRESIDENT OF THE UNIVERSITY, FR. ROBERT NIEHOFF, SJ, IS A JESUIT PRIEST AND MEMBER OF THE SOCIETY OF JESUS (SJ), A RELIGIOUS ORDER OF THE CATHOLIC CHURCH. IN KEEPING WITH HIS RELIGIOUS VOWS, THE PRESIDENT DOES NOT RECEIVE DIRECT COMPENSATION FROM THE UNIVERSITY. COMPENSATION AND BENEFITS FOR SERVICES PROVIDED BY MEMBERS OF THE SOCIETY OF JESUS ARE PAID DIRECTLY AND IN THE AGGREGATE TO JOHN CARROLL JESUIT COMMUNITY CORPORATION, RATHER THAN TO EACH MEMBER INDIVIDUALLY. GENERAL BOARD OF DIRECTORS MEETINGS ARE HELD AT LEAST THREE TIMES ANNUALLY, WITH EACH MEETING GENERALLY HELD OVER A TWO-DAY PERIOD. IN ADDITION, BOARD COMMITTEES, INCLUDING ACADEMIC AFFAIRS AND PLANNING, AUDIT, CORPORATE GOVERNANCE, DEVELOPMENT, EXECUTIVE, FINANCE, INVESTMENTS, NOMINATING, PLANNING, PROPERTIES AND STUDENT AFFAIRS, MEET AS NECESSARY BUT AT LEAST THREE TIMES ANNUALLY. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Business Name Line2IssuerName/BusinessNameLine2 | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|---|
| OH HIGHER EDUC FACILITY COMMISSION | |||||||||
| A | OHIO HIGHER EDUCATIONAL FACILITY | 346849674 | 67756ASP8 | 2003-08-26 | 24564171 | SEE PART V | false | false | false |
| OH HIGHER EDUC FACILITY COMMISSION | |||||||||
| B | OHIO HIGHER EDUCATIONAL FACILITY | 346849674 | 67756BRU6 | 2006-03-16 | 39950999 | SEE PART V | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|
| A | 24564171 | 256189 | 5500000 | 2003 | true | false | true | true |
| B | 39950999 | 399106 | 2006 | true | true | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false | true |
| B | false | false | false | false | false | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | true | false | false | false | false | false | true |
| B | false | false | false | false | false | false | false | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | false | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PURPOSE OF ISSUE DESCRIPTION | Identifier |
| Return Reference | SCHEDULE K | ReturnReference |
| Explanation | OH HIGHER EDUC FACILITY COMMISSION DATE ISSUED 08262003 CONSTRUCTION OF THE DON SHULA STADIUM AND REFUNDING THE 1993 BONDS ISSUED ON 03181993 AND 12301993 OH HIGHER EDUC FACILITY COMMISSION DATE ISSUED 031606 REFUNDING OF THE 1997 AND 1999 BONDS ISSUED ON 05011997 AND 12011999 RESPECTIVELY PARTIAL REFUNDING OF THE 2001 BONDS ISSUED ON 11072001 | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance | Purpose Of AssistancePurposeOfAssistance |
|---|---|---|
| 62700 | TUITION | SCHOLARSHIP |
| 91980 | TUITION | EMP BENEFIT |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DIANE WILLIAMS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SEE PART V | Relationship |
| Amount Of Transaction | 12273 | AmountOfTransaction |
| Description Of Transaction | WAGES & BENEFITS | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE L PART V | ReturnReference |
| Explanation | B RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION SPOUSE OF BRIAN WILLIAMS VP ENROLLMENT | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 34 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1421758 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 92928 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | SERVICES | 1 | 16640 | COST OR SELLING PRICE |
| X | HOSTING EVENTS | 2 | 4578 | COST OR SELLING PRICE |
| X | RAFFLE ITEMS | 33 | 4264 | COST OR SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | ReturnReference |
| Explanation | UNIVERSITY USES THIRD PARTY TO SELL SECURITIES THAT ARE RECEIVED AS DONATIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS | FORM 990, PAGE 1, PART I, LINE 6 | A SIGNIFICANT NUMBER OF ALUMNI AND OTHER FRIENDS OF THE UNIVERSITY VOLUNTEER THEIR TIME ADVANCING THE MISSION OF THE UNIVERSITY AND HELPING ATTRACT STUDENTS TO ATTEND JOHN CARROLL. |
| FIRST ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | FROM ITS MODEST ORIGIN IN 1886 AS SAINT IGNATIUS COLLEGE ON CLEVELAND'S NEAR WEST SIDE, JOHN CARROLL TODAY IS WIDELY RECOGNIZED AS A TRANSFORMATIVE UNIVERSITY THAT EXCELS IN UNDERGRADUATE AND POST-GRADUATE EDUCATION, ATTRACTING STUDENTS FROM 32 STATES, PLUS PUERTO RICO, THE DISTRICT OF COLUMBIA AND 18 COUNTRIES. THE UNIVERSITY STRIVES TO DEVELOP EACH STUDENT AS A WHOLE PERSON - MIND, BODY, AND SOUL. AT THE SAME TIME, STUDENTS ARE CHALLENGED TO MAKE A DIFFERENCE IN THE WORLD THROUGH LEADERSHIP AND SERVICE. AS A JESUIT CATHOLIC UNIVERSITY, JOHN CARROLL OFFERS A RIGOROUS EDUCATION BASED ON A WELL-DEVELOPED LIBERAL ARTS CORE CURRICULUM, INCLUDING A VARIETY OF ACADEMIC PROGRAMS IN THE ARTS AND SCIENCES, AND EDUCATION. U.S. NEWS & WORLD REPORT RANKS JOHN CARROLL AMONG THE TOP 10 UNIVERSITIES IN THE MIDWEST THAT GRANT MASTER'S DEGREES, AND THE UNIVERSITY'S JOHN M. AND MARY JO BOLER SCHOOL OF BUSINESS HOLDS DUAL AACSB ACCREDITATION - AN INTERNATIONAL DISTINCTION AWARDED BY THE ASSOCIATION TO ADVANCE COLLEGIATE SCHOOLS OF BUSINESS PLACING IT IN THE TOP FIVE PERCENT OF BUSINESS SCHOOLS WORLDWIDE. JOHN CARROLL CONSISTENTLY RANKS AS ONE OF THE TOP SCHOOLS IN THE MIDWEST FOR RETENTION RATES AND GRADUATION RATES, WHICH SIGNIFICANTLY EXCEED U.S. AND OHIO AVERAGES. THE UNIVERSITY'S 14:1 STUDENT/FACULTY RATIO ENSURES INDIVIDUAL ATTENTION AND AN INTERACTIVE EXPERIENCE. 85% OF ALL CLASSES HAVE FEWER THAN 30 STUDENTS WITH NO CLASS EXCEEDING 50 STUDENTS. THE UNIVERSITY EDUCATED 2,949 UNDERGRADUATE STUDENTS AND 634 GRADUATE STUDENTS; OFFERED 45 BACHELOR DEGREE MAJORS AND 20 GRADUATE SCHOOL PROGRAMS; AND CONFERRED 623 BACHELOR AND 245 MASTERS DEGREES IN THE 2012-2013 ACADEMIC YEAR. JOHN CARROLL RANKS 3RD IN THE MIDWEST FOR RETENTION AND GRADUATION RATES. 89% OF JCU FRESHMEN RETURN AS SOPHOMORES, AND 66% OF JCU UNDERGRADS RECEIVE THEIR BACHELOR'S DEGREES IN FOUR YEARS, COMPARED WITH 52% OF OTHER FOUR- YEAR PRIVATE SCHOOLS, AND 33% OF FOUR-YEAR PUBLIC SCHOOLS IN OHIO. OUR STUDENTS LEARN FROM DISTINGUISHED FACULTY WHO ARE EXPERTS IN THEIR RESPECTIVE FIELDS. 95% OF OUR 196 FULL-TIME TEACHING FACULTY MEMBERS HOLD DOCTORAL DEGREES OR THE TERMINAL DEGREE IN THEIR FIELD; NINE ARE FULBRIGHT FELLOWS. THE MAJORITY OF OUR FACULTY HAS PUBLISHED BOOKS, ARTICLES, OR RECEIVED RESEARCH GRANTS IN THE PAST TWO YEARS. THE UNIVERSITY'S VARSITY SPORTS TEAMS COMPETE AT THE NCAA DIVISION III INTERCOLLEGIATE LEVEL, AND HAVE WON OVER 70 LEAGUE TITLES. MORE THAN 80 VARSITY ATHLETES HAVE BEEN NAMED DIVISION III ALL-AMERICANS WITH SIX NATIONAL CHAMPIONS AND THREE NATIONAL PLAYERS OF THE YEAR. NEARLY 500 UNDERGRADUATES PARTICPATE IN 22 VARSITY MEN'S AND WOMEN'S SPORTS. STUDENTS ALSO HAVE ACCESS TO INTRAMURAL SPORTS, CLUB SPORTS, AND OTHER FITNESS AND RECREATIONAL ACTIVITIES. JOHN CARROLL UNIVERSITY WELCOMES STUDENTS AND FACULTY FROM DIFFERENT RELIGIOUS BACKGROUNDS AND VALUE SYSTEMS IN THE BELIEF THAT THE EDUCATIONAL ENVIRONMENT WHICH THE UNIVERSITY PROVIDES IS ONE WHICH THESE STUDENTS AND FACULTY MAY FIND CONGENIAL, REWARDING, AND ENRICHED BY THEIR PRESENCE. WITHIN THIS ENVIRONMENT THERE IS CONCERN FOR THE HUMAN AND SPIRITUAL DEVELOPMENTAL NEEDS OF THE STUDENTS AND A DEEP RESPECT FOR THE FREEDOM AND DIGNITY OF THE HUMAN PERSON. A FACULTY NOT ONLY PROFESSIONALLY QUALIFIED, BUT ALSO STUDENT ORIENTED, CONSIDERS EXCELLENCE IN INTERPERSONAL RELATIONSHIPS AS WELL AS ACADEMIC ACHIEVEMENT AMONG ITS PRIMARY GOALS. |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PAGE 6, PART VI, LINE 6 | THE BOARD OF MEMBERS OF JOHN CARROLL UNIVERSITY SHALL CONSIST OF: (1) THE PRESIDENT OF JOHN CARROLL UNIVERSITY, EX-OFFICIO MEMBER; (2) THE RECTOR OF THE JOHN CARROLL JESUIT COMMUNITY CORPORATION, EX-OFFICIO MEMBER; (3) TWO MEMBERS OF THE JOHN CARROLL JESUIT COMMUNITY CORPORATION ELECTED TO SERVE TWO YEAR STAGGERED TERMS, BY THOSE MEMBERS IN GOOD STANDING OF THE SOCIETY OF JESUS WHO ARE ASSIGNED TO THE JOHN CARROLL JESUIT COMMUNITY CORPORATION AND PROVIDE SERVICE TO OR HAVE BEEN RETIRED FROM THE UNIVERSITY. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | THE BOARD OF MEMBERS SHALL HAVE AND EXERCISE SUCH POWERS AND AUTHORITY PROVIDED UNDER APPLICABLE LAW AS ARE CONSISTENT WITH THE MISSION OF THE UNIVERSITY, INCLUDING WITHOUT LIMITATION, THE POWERS TO: (A) ELECT AND TO RE-ELECT THE DIRECTORS OF THE CORPORATION FROM THE SLATE OF NOMINEES RECOMMENDED BY THE BOARD OF DIRECTORS (B) REMOVE ANY DIRECTOR, UPON RECOMMENDATION OF THE BOARD OF DIRECTORS |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PAGE 6, PART VI, LINE 7B | THE BOARD OF MEMBERS SHALL HAVE AND EXERCISE SUCH POWERS TO AMEND THE ARTICLES AND THE CODE OF REGULATIONS; SELL OR DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; AND MERGE OR DISSOLVE THE CORPORATION. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE OFFICE OF THE UNIVERSITY'S VP OF FINANCE PREPARES THE FORM 990, WHICH IS THEN REVIEWED BY THE UNIVERSITY'S INDEPENDENT AUDITOR BEFORE IT IS PRESENTED TO THE UNIVERSITY'S AUDIT COMMITTEE FOR REVIEW. A FINAL REVIEWED COPY OF THE FORM 990 IS PROVIDED TO EACH DIRECTOR PRIOR TO FILING IT WITH THE IRS. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES ITS OFFICERS, DIRECTORS, AND EMPLOYEES TO DISCLOSE POTENTIAL CONFLICTS OF THEMSELVES AND THEIR FAMILY MEMBERS. IN ADDITION, A QUESTIONNAIRE IS DISTRIBUTED ANNUALLY IN WHICH POTENTIAL CONFLICTS OF INTERESTS ARE DISCLOSED. THE AUDIT COMMITTEE REVIEWS THE QUESTIONNAIRES FOR ANY DISCLOSED ACTUAL OR POTENTIAL CONFLICT OF INTERESTS. THE UNIVERSITY'S CONFLICT OF INTEREST POLICY PROHIBITS INVOLVEMENT IN UNIVERSITY DECISION- MAKING BY ANY OFFICER, SENIOR ADMINISTRATOR OR DIRECTOR WHO HAS A CONFLICT. IN THE EVENT OF THE EXISTENCE OF A CONFLICT OF INTEREST, APPROPRIATE CONFLICT MANAGEMENT MEASURES ARE IMPLEMENTED. VIOLATIONS OF THE UNIVERSITY'S CONFLICTS POLICIES MAY RESULT IN SANCTIONS, UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE UNIVERSITY'S EXECUTIVE COMMITTEE IS RESPONSIBLE FOR ESTABLISHING, REVIEWING AND APPROVING COMPENSATION LEVELS FOR THE UNIVERSITY'S PRESIDENT. THE COMMITTEE REVIEWS COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IN ESTABLISHING COMPENSATION LEVELS. THE COMMITTEE REVIEWS THE COMPENSATION OF THE UNIVERSITY'S PRESIDENT ANNUALLY, AND WAS LAST REVIEWED IN NOVEMBER 2012. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING ARE RECORDED ON ALL COMMITTEE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT FOR THE UNIVERSITY'S PRESIDENT. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE UNIVERSITY'S EXECUTIVE COMMITTEE IS RESPONSIBLE FOR ESTABLISHING, REVIEWING AND APPROVING COMPENSATION LEVELS FOR THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES. THE COMMITTEE REVIEWS COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IN ESTABLISHING COMPENSATION LEVELS. THE COMMITTEE REVIEWS THE COMPENSATION OF THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES ANNUALLY AND WAS LAST REVIEWED IN NOVEMBER 2012. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING ARE RECORDED ON ALL COMMITTEE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT FOR THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE UNIVERSITY'S FORM 1023 APPLICATION FOR TAX EXEMPTION AND FORMS 990 AND 990-T (CURRENT AND PRIOR THREE YEARS) ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, CODE OF REGULATIONS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| RECONCILIATION OF CHANGES - OTHER | FORM 990, PART XI, LINE 9 | SCHOLARSHIPS AND GRANTS-IN-AID NETTED AGAINST STUDENT FEES -56,515,693 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 440,932 CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 111,302 RENTAL EXPENSE IS NOT NETTED AGAINST REVENUE ON AUDIT 3,182,970 MISCELLANEOUS RECEIPTS ARE NETTED AGAINST EXPENSES ON F/S -605,754 TAX BENEFIT TO RENTAL ACTIVITIES ON AUDITED FINANCIALS -18,550 RENTAL EXPENSE IS NOT NETTED AGAINST REVENUE ON AUDIT -3,182,970 SCHOLARSHIPS AND GRANTS-IN-AID NETTED AGAINST STUDENT FEES 56,515,693 MISCELLANEOUS RECEIPTS NETTED AGAINST EXPENSES ON F/S 605,754 |
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 | Business Name Line2DirectControllingEntityName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|---|
| THE 1886 COMPANY LTD (LLC) | ||||||||||
| 1 JOHN CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | 1400660 | 10915902 | JCU | JOHN CARROLL UNIVERSITY |
| IGNATIUS LLC | ||||||||||
| 1 JOHN CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | 466928 | 2946697 | JCU | JOHN CARROLL UNIVERSITY |
| LOYOLA LLC | ||||||||||
| 1 JOHN CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | 627638 | 3077404 | JCU | JOHN CARROLL UNIVERSITY |
| MANRESA LLC | ||||||||||
| 1 JOHN CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | 192422 | 1203565 | JCU | JOHN CARROLL UNIVERSITY |
| INIGO LLC | ||||||||||
| 1 JOHN CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | 240954 | 1115296 | JCU | JOHN CARROLL UNIVERSITY |
| CURA PERSONALIS LLC | ||||||||||
| 1 JOHN CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | 340714681 | LESSOR | OH | 717391 | 4019976 | JCU | JOHN CARROLL UNIVERSITY |