XAVIER UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- XAVIER UNIVERSITY (EIN 31-0537516)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-04-30
- IRS object ID
- 201311209349300401
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule 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 | 2013-04-30T07:27:37-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310537516 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Xavier University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | XAVI | NameControl |
| Phone | 5137453445 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 Victory Parkway | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 452074531 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Maribeth Amyot | Name |
| Title | Senior Vice President & CFO | Title |
| Phone | 5137453445 | Phone |
| Date Signed | 2013-04-30 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Maribeth Amyot | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 Victory Parkway | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 452074531 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 358354178 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.xavier.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1842 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | Xavier is a Jesuit Catholic university rooted in the liberal arts tradition. Our mission is to educate each student intellectually, morally, and spiritually. We create learning opportunities through rigorous academic and professional programs integrated with co-curricular engagement. In an inclusive environment of open and free inquiry, we prepare students for a world that is increasingly diverse, complex and interdependent. Driven by our commitment to the common good and to the education of the whole person, the Xavier community challenges and supports students as they cultivate lives of reflection, compassion and informed action. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 42 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3055 | TotalNbrEmployees |
| Total Nbr Volunteers | 225 | TotalNbrVolunteers |
| Total Gross UBI | 849588 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -25783 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 25972768 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17704003 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 194103598 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 199916452 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4676891 | InvestmentIncomePriorYear |
| Investment Income Current Year | 919128 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 81553 | OtherRevenuePriorYear |
| Other Revenue Current Year | -8258 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 224834810 | TotalRevenuePriorYear |
| Total Revenue Current Year | 218531325 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 50456407 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 56366941 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 96178798 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 93576313 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4489797 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 70597808 | OtherExpensePriorYear |
| Other Expenses Current Year | 72449928 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 217233013 | TotalExpensesPriorYear |
| Total Expenses Current Year | 222393182 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7601797 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3861857 | RevenuesLessExpensesCY |
| Total Assets BOY | 552530455 | TotalAssetsBOY |
| Total Assets EOY | 541329507 | TotalAssetsEOY |
| Total Liabilities BOY | 244797556 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 256326735 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 307732899 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 285002772 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Xavier is a Jesuit Catholic university rooted in the liberal arts tradition. Our mission is to educate each student intellectually, morally, and spiritually. We create learning opportunities through rigorous academic and professional programs integrated with co-curricular engagement. In an inclusive environment of open and free inquiry, we prepare students for a world that is increasingly diverse, complex and interdependent. Driven by our commitment to the common good and to the education of the whole person, the Xavier community challenges and supports students as they cultivate lives of reflection, compassion and informed action. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 129402431 | Expense |
| Grants | 54319478 | Grants |
| Revenue | 156872644 | Revenue |
| Description | Xavier University is a private, coeducational university that educates students in the Jesuit Catholic tradition. Xavier's three colleges offer 87 undergraduate majors, 56 minors and 11 graduate programs to 6,945 students, including 4,540 undergraduates. Xavier has been recognized as one of the top 10 universities in the Midwest for the last 17 years by several independent reviews. A 12:1 student to faculty ratio encourages interactive and supportive learning. Xavier students have high graduation and career placement rates. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 56247837 | Expense |
| Grants | 1886640 | Grants |
| Revenue | 43043808 | Revenue |
| Description | Xavier University offers student services which contribute to the student's emotional and physical well being as well as intellectual, cultural and social development outside the context of formal instruction. These services include Student Government, Residential Life, Student Involvement, Career Services Center, Office of Multicultural Affairs, Intercollegiate Athletics, Recreational Sports, Retail Services, Dining Services, Campus Police and others. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10118639 | Expense |
| Description | Academic support includes the operation of the Library, the Conaton Learning Commons and Division of Information Resources. In addition to the resources in the library collections, the facilities provide study, lounge, conference, instruction space, technologies, and services to help students master essential skills and gain a competitive advantage in their respective disciplines and careers. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3031312 | Expense |
| Description | Includes primarily the University's community service activities and miscellaneous programs. From community service opportunities to a nationally recognized academic service learning program, Xavier students stand in solidarity with communities throughout the world. Practices of direct service, community building, and public policy advocacy promote advanced learning and pursuit of social justice. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3031312 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 198800219 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 1 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 616 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3055 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 42 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| 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 | Maribeth Amyot | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5137453445 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 Victory Parkway | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 452074531 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (54 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 |
|---|---|---|---|---|---|---|---|---|---|
| Michael J Graham SJ | |||||||||
| President | 40.00 | X | X | 0 | 0 | 0 | |||
| Phyllis Adams | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Donna Jones Baker | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Bruce Brown | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Gordon F Brunner | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Vincent C Caponi | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Robert H Castellini | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Michael D Class SJ | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Thomas G Cody | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Michael J Conaton | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Justin Daffron SJ | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Walter C Deye SJ | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Dr Salem Foad | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Charles P Gallagher | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Philip W Gasiewicz | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Hon Sylvia Sieve Hendon | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Ann Finefrock Hoffman | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Barbara J Howard Esq | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Timothy Howe SJ | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Gregory G Joseph | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| David L Joyce | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Catherine H Kennedy | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Donald P Klekamp Esq | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Robert J Kohlhepp | |||||||||
| Chair | 0.50 | X | X | 0 | 0 | 0 | |||
| Gregory N P Konz SJ | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Dr John C Lechleiter | |||||||||
| Vice Chair | 0.50 | X | X | 0 | 0 | 0 | |||
| John B Maydonovitch | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| W Rodney McMullen | |||||||||
| Treasurer | 0.50 | X | X | 0 | 0 | 0 | |||
| Ralph S Michael III | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| James A Miller | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Katherine S Napier | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Joseph A Pichler | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Dr Janet Butler Reid | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Joseph L Rippe | |||||||||
| Secretary until Dec 2012/Trustee | 0.50 | X | X | 0 | 0 | 0 | |||
| Stephen S Smith | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Robert A Sullivan | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| William Verbryke SJ | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Kathlyn R Wade | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| James L Wainscott | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| Jessica L Zeller Esq | |||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||||
| John F Kucia | |||||||||
| Administrative VP | 40.00 | X | 246571 | 0 | 37391 | ||||
| Maribeth Amyot | |||||||||
| Senior VP and CFO | 40.00 | X | 331907 | 0 | 34352 | ||||
| Joseph Feldhaus | |||||||||
| General Counsel/Secretary beginning Dec 2012 | 40.00 | X | 115718 | 0 | 12322 | ||||
| Scott Chadwick | |||||||||
| Provost & Chief Academic Officer | 40.00 | X | 109997 | 0 | 13918 | ||||
| Michael A Bobinski | |||||||||
| VP/Athletic Director | 40.00 | 271404 | 0 | 35798 | X | ||||
| Gary R Massa | |||||||||
| VP University Relations | 40.00 | 254941 | 0 | 69773 | X | ||||
| Terry C Richards | |||||||||
| VP Student Enrollment | 40.00 | 202772 | 0 | 26162 | X | ||||
| David W Dodd | |||||||||
| VP Information Resources | 40.00 | 184996 | 0 | 30337 | X | ||||
| Christopher L Mack | |||||||||
| Head Basketball Coach | 40.00 | 817416 | 0 | 43391 | X | ||||
| R Stafford Johnson | |||||||||
| Dean-College of Busines | 40.00 | 181585 | 0 | 21818 | X | ||||
| Daewoo Park | |||||||||
| Professor | 40.00 | 209158 | 0 | 24257 | X | ||||
| Bruce Miller | |||||||||
| Executive Director XLC | 40.00 | 193281 | 0 | 57178 | X | ||||
| Sandra B Richtermeyer | |||||||||
| Professor | 40.00 | 165272 | 0 | 20209 | X | ||||
| Roger A Fortin | |||||||||
| Former Provost/Current Professor | 40.00 | 192071 | 0 | 29142 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3477089 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 456048 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SBM Site Services LLC | |||||
| 5241 Arnold Avenue | McClellan | CA | 95652 | Engineering | 1563214 |
| Dell Marketing | |||||
| One Dell Way | Round Rock | TX | 78682 | Technology | 1199943 |
| Mack Napier | |||||
| 26 Needmore Street | Walton | KY | 41094 | Painting & Decorating Contractor | 436463 |
| TJ Dyer Mechanical Services | |||||
| 5240 Lester Road | Cincinnati | OH | 45213 | Mechanical contractor | 421219 |
| Radiant Technology LLC | |||||
| 8772 Cotter Street | Lewis Center | OH | 43035 | Consulting | 369248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 18 | NumberOfContractorsGT100K |
| Fundraising Events | 93158 | FundraisingEvents |
| Government Grants | 2021520 | GovernmentGrants |
| All Other Contributions | 15589325 | AllOtherContributions |
| Noncash Contributions | 2182782 | NoncashContributions |
| Total Contributions | 17704003 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Tuition and Fees | 611710 | 156872644 | 156872644 | |
| Auxiliary Enterprises | 611710 | 32073098 | 31288882 | 784216 |
| Educational Activities | 611710 | 10970710 | 10970710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 199916452 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3290589 | TotalRevenueColumn |
| Unrelated Business Revenue | 65372 | UnrelatedBusinessRevenue |
| Exclusion | $3,225,217 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 137279717 | Securities |
| Other | 21075 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 138374683 | Securities |
| Other | 1297570 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1094966 | Securities |
| Other | -1276495 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2371461 | TotalRevenueColumn |
| Related Or Exempt Function Income | -1276495 | RelatedOrExemptFunctionIncome |
| Exclusion | -$1,094,966 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 92342 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 93158 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 117600 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -25258 | TotalRevenueColumn |
| Exclusion | -$25,258 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 50000 | GrossIncomeGaming |
| Gaming Direct Expenses | 33000 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17000 | TotalRevenueColumn |
| Exclusion | $17,000 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 218531325 | TotalRevenueColumn |
| Related Or Exempt Function Income | 197855741 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 849588 | UnrelatedBusinessRevenue |
| Exclusion | $2,121,993 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160823 | Total |
| Program Services | 160823 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56206118 | Total |
| Program Services | 56206118 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3933434 | Total |
| Program Services | 3546077 | ProgramServices |
| Management And General | 262734 | ManagementAndGeneral |
| Fundraising | 124623 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66567894 | Total |
| Program Services | 60016948 | ProgramServices |
| Management And General | 4446735 | ManagementAndGeneral |
| Fundraising | 2104211 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4891259 | Total |
| Program Services | 4409910 | ProgramServices |
| Management And General | 326736 | ManagementAndGeneral |
| Fundraising | 154613 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13451633 | Total |
| Program Services | 12127858 | ProgramServices |
| Management And General | 898569 | ManagementAndGeneral |
| Fundraising | 425206 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4732093 | Total |
| Program Services | 4266408 | ProgramServices |
| Management And General | 316104 | ManagementAndGeneral |
| Fundraising | 149581 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 458885 | Total |
| Program Services | 114721 | ProgramServices |
| Management And General | 344164 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226129 | Total |
| Program Services | 56532 | ProgramServices |
| Management And General | 169597 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319048 | Total |
| Management And General | 319048 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3645672 | Total |
| Program Services | 3317562 | ProgramServices |
| Management And General | 218740 | ManagementAndGeneral |
| Fundraising | 109370 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1127677 | Total |
| Program Services | 986703 | ProgramServices |
| Management And General | 95754 | ManagementAndGeneral |
| Fundraising | 45220 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11959688 | Total |
| Program Services | 9257077 | ProgramServices |
| Management And General | 1835142 | ManagementAndGeneral |
| Fundraising | 867469 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 583519 | Total |
| Program Services | 583519 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3461272 | Total |
| Program Services | 3229540 | ProgramServices |
| Management And General | 155171 | ManagementAndGeneral |
| Fundraising | 76561 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5247176 | Total |
| Program Services | 4979884 | ProgramServices |
| Management And General | 181492 | ManagementAndGeneral |
| Fundraising | 85800 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2322624 | Total |
| Program Services | 1962235 | ProgramServices |
| Management And General | 244731 | ManagementAndGeneral |
| Fundraising | 115658 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9086047 | Total |
| Program Services | 6814535 | ProgramServices |
| Management And General | 2271512 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13948331 | Total |
| Program Services | 10461248 | ProgramServices |
| Management And General | 3487083 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1048981 | Total |
| Program Services | 975560 | ProgramServices |
| Management And General | 48947 | ManagementAndGeneral |
| Fundraising | 24474 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Auxiliary | 7688050 | 4610547 | 3073698 | 3805 |
| Repairs and maintenance | 5948429 | 5513705 | 289816 | 144908 |
| Miscellaneous | 1717400 | 1562834 | 103044 | 51522 |
| Library | 1464340 | 1443215 | 14349 | 6776 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2196660 | Total |
| Program Services | 2196660 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222393182 | Total |
| Program Services | 198800219 | ProgramServices |
| Management And General | 19103166 | ManagementAndGeneral |
| Fundraising | 4489797 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20185775 | BOY |
| EOY | 16859906 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23887359 | BOY |
| EOY | 5968770 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48111010 | BOY |
| EOY | 42744134 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5064667 | BOY |
| EOY | 5275931 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4731964 | BOY |
| EOY | 4550358 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6705332 | BOY |
| EOY | 5985970 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 396297542 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 115900219 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224239507 | BOY |
| EOY | 280397323 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159446369 | BOY |
| EOY | 174423240 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60158472 | BOY |
| EOY | 5123875 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 552530455 | BOY |
| EOY | 541329507 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21587915 | BOY |
| EOY | 22899407 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6346809 | BOY |
| EOY | 7311813 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153394840 | BOY |
| EOY | 150756720 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 292725 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63175267 | BOY |
| EOY | 75358795 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244797556 | BOY |
| EOY | 256326735 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164296662 | BOY |
| EOY | 147246359 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72128313 | BOY |
| EOY | 63742942 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71307924 | BOY |
| EOY | 74013471 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307732899 | BOY |
| EOY | 285002772 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 552530455 | BOY |
| EOY | 541329507 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3861857 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -18868270 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 161921067 | BeginningOfYearBalance |
| Contributions | 5537168 | Contributions |
| Investment Earnings Or Losses | -3104541 | InvestmentEarningsOrLosses |
| Other Expenditures | 9055178 | OtherExpenditures |
| End Of Year Balance | 155298516 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 139173847 | BeginningOfYearBalance |
| Contributions | 16484391 | Contributions |
| Investment Earnings Or Losses | 22367826 | InvestmentEarningsOrLosses |
| Other Expenditures | 15850759 | OtherExpenditures |
| End Of Year Balance | 161921067 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 119574670 | BeginningOfYearBalance |
| Contributions | 38916677 | Contributions |
| Investment Earnings Or Losses | 12679221 | InvestmentEarningsOrLosses |
| Other Expenditures | 31996721 | OtherExpenditures |
| End Of Year Balance | 139173847 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 118708097 | BeginningOfYearBalance |
| Contributions | 15427746 | Contributions |
| Investment Earnings Or Losses | -343383 | InvestmentEarningsOrLosses |
| Other Expenditures | -14217790 | OtherExpenditures |
| End Of Year Balance | 119574670 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.11000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.48000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.41000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12947295 | OtherCostOrOtherBasis |
| Book Value | 12947295 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 309045448 | OtherCostOrOtherBasis |
| Depreciation | 81574036 | Depreciation |
| Book Value | 227471412 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31159089 | OtherCostOrOtherBasis |
| Depreciation | 20432157 | Depreciation |
| Book Value | 10726932 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43145710 | OtherCostOrOtherBasis |
| Depreciation | 13894026 | Depreciation |
| Book Value | 29251684 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 280397323 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| US Government & Agency Obligations | 19280018 | F |
| Corporate Stocks & Stock Funds | 69631702 | F |
| Corporate Bonds & Bond Funds | 67403948 | F |
| Alternative Investments | 11336899 | F |
| Mortgage and asset-backed securities | 6770673 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 174423240 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Refundable Advances to US Government | $3,722,795 |
| 2008 Series B Taxable Bonds | $47,380,000 |
| Interest Rate Swap | $24,256,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 75358795 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part III, Line 1a: | The University's collections of art, which were acquired through purchases and contributions since the organization's inception, are not recognized as assets on the statement of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired or as temporarily or permanently restricted net assets if the assets used to purchase the items are restricted by donors. Contributed collection items are not reflected on the financial statements. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. | |
| Part V, Line 4: | The endowment consists of approximately 740 individual funds established for a variety of purposes, such as scholarships, endowed chairs, departmental and operating budget support. | Description of Intended Use of Endowment Funds: |
| Part X: | The University adopted FIN 48 in the year ended May 31, 2008. The adoption of FIN 48 did not have a material impact on the financial statements. | Description of Uncertain Tax Positions Under FIN 48: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Nondiscriminatory Policy Publication | Schedule E, Part I, Line 3 | The University is in compliance with Rev. Proc. 75-50. |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | A Federal process is in place that requires Universities to verify selected student FAFSA forms for completeness and accuracy. When students are selected for the Federal Verification the office of financial aid collects acceptable tax documentation and has the student complete a standard verification worksheet to support the federal process. After signatures and completeness of the submitted documentation is confirmed a FA Counselor will audit the information. The FA counselor will compare the FAFSA information to tax information to check for variances. If a variance occurs the FA counselor will correct the data element in the FASFA record within the Banner record. After correcting the data element the ISIR record is sent to the federal processor for corrections. After the federal verification process is completed a FA Counselor will checkmark an indicator in the FA System to allow disbursement of federal aid. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe | 0 | 0 | Program Services | Study Abroad | 223653 |
| Central American & Caribbean | 0 | 0 | Program Services | Service Project | 4344 |
| East Asia & the Pacific | 0 | 1 | Program Services | Recruiting | 1499 |
| Europe | 0 | 0 | Program Services | Conferences | 8476 |
| Europe | 0 | 2 | Program Services | Services | 1200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 3 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 3 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 239172 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 239172 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Outing | NameOfEvent1 |
| Gross Receipts Event1 | 185500 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 93158 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 92342 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 4600 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 15000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 10000 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 36000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 25000 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 185500 | GrossReceiptsTotal |
| Charitable Contributions Total | 93158 | CharitableContributionsTotal |
| Gross Revenue Total Events | 92342 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 4600 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 15000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 10000 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 36000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 25000 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 90600 | DirectExpenseSummaryEvents |
| Net Income Summary | 1742 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 50000 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 27000 | CashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 6000 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 0.90000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 50000 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 27000 | CashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 6000 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 33000 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 17000 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | OH | StatesWhereGamingConducted |
| Licensed | 0 | Licensed |
| Explanation If No | License is not required by the State of Ohio for the gaming activity held by an exempt organization. | ExplanationIfNo |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | Tom Brady | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 Victory Parkway | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | Tom Brady | GamingManagerNamePerson |
| Gaming Manager Compensation | 2200 | GamingManagerCompensation |
| Gaming Manager Services Provided | Coordinates volunteers and employees to plan and run the event. | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| United Way | |||||||
| 2400 Reading Road | Cincinnati | OH | 45202 | 310537502 | 501(c)(3) | 13032 | General support |
| Center for Holocaust and Humanity Education | |||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45236 | 205090993 | 501(c)(3) | 25073 | General support |
| National Association for the Advancement of Colored People | |||||||
| 4805 Mount Hope Drive | Baltimore | MD | 21215 | 131084135 | 501(c)(3) | 8070 | General support |
| Jewish National Fund | |||||||
| 42 East 69th Street | New York | NY | 10021 | 131659627 | 501(c)(3) | 10500 | General support |
| Cristo Rey Network | |||||||
| 14 E Jackson Boulevard No 1200 | Chicago | IL | 60604 | 043730980 | 501(c)(3) | 27000 | General support |
| A Special Wish Foundation | |||||||
| 436 Valley Street | Dayton | OH | 45404 | 311234314 | 501(c)(3) | 11721 | General support |
| American Jewish Committee | |||||||
| 165 East 56th Street | New York | NY | 10022 | 135563393 | 501(c)(3) | 7714 | General support |
| Big Brothers & Big Sisters | |||||||
| 2400 Reading Road | Cincinnati | OH | 45202 | 310577668 | 501(c)(3) | General support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 8 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Educational grants to University students | TypeOfGrant |
| Number Of Recipients | 4790 | NumberOfRecipients |
| Amount Of Cash Grant | 56206118 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Every full-time traditional undergraduate student is considered for merit-based financial aid. Merit-based aid is determined by the Admissions and Financial aid department's analysis of a student's academic credentials, such as standardized test scores and high school transcripts. A student interested in receiving need-based financial aid is required to submit a Free Application for Federal Student Aid (FASFA) for each school year. Once all the eligibility criteria are met and all necessary documents are obtained, either through review of the ISIR or by efforts of the financial aid counselor, the financial need of the student is determined by the difference between the cost of attendance at Xavier and the EFC toward those costs. After the financial need for the student is calculated the financial aid package for each student is determined by the Banner system based on the student's financial need, academic merit, talent, enrollment status, level in school, and dependency status. Award letters (via e-mail or regular mail) are then prepared and sent to each student, notifying them of what types of awards they are deemed eligible to receive. The student then has the option to decline any aid that is offered to them. Xavier uses passive acceptance of aid offered. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John F Kucia | |||||||||||||
| 235966 | 0 | 0 | 0 | 10605 | 0 | 23864 | 0 | 13527 | 0 | 283962 | 0 | 0 | 0 |
| Maribeth Amyot | |||||||||||||
| 273316 | 0 | 10000 | 0 | 48591 | 0 | 20825 | 0 | 13527 | 0 | 366259 | 0 | 0 | 0 |
| Michael A Bobinski | |||||||||||||
| 244251 | 0 | 23500 | 0 | 3653 | 0 | 23275 | 0 | 12523 | 0 | 307202 | 0 | 0 | 0 |
| Gary R Massa | |||||||||||||
| 236391 | 0 | 5000 | 0 | 13550 | 0 | 22972 | 0 | 46801 | 0 | 324714 | 0 | 0 | 0 |
| Terry C Richards | |||||||||||||
| 194982 | 0 | 0 | 0 | 7790 | 0 | 17020 | 0 | 9142 | 0 | 228934 | 0 | 0 | 0 |
| David W Dodd | |||||||||||||
| 184126 | 0 | 0 | 0 | 870 | 0 | 17063 | 0 | 13274 | 0 | 215333 | 0 | 0 | 0 |
| Christopher L Mack | |||||||||||||
| 774666 | 0 | 35000 | 0 | 7750 | 0 | 22050 | 0 | 21341 | 0 | 860807 | 0 | 0 | 0 |
| R Stafford Johnson | |||||||||||||
| 181585 | 0 | 0 | 0 | 0 | 0 | 12846 | 0 | 8972 | 0 | 203403 | 0 | 0 | 0 |
| Daewoo Park | |||||||||||||
| 209034 | 0 | 0 | 0 | 124 | 0 | 11115 | 0 | 13142 | 0 | 233415 | 0 | 0 | 0 |
| Bruce Miller | |||||||||||||
| 124639 | 0 | 68642 | 0 | 0 | 0 | 10546 | 0 | 46632 | 0 | 250459 | 0 | 0 | 0 |
| Sandra B Richtermeyer | |||||||||||||
| 165220 | 0 | 0 | 0 | 52 | 0 | 11249 | 0 | 8960 | 0 | 185481 | 0 | 0 | 0 |
| Roger A Fortin | |||||||||||||
| 191099 | 0 | 0 | 0 | 972 | 0 | 20287 | 0 | 8855 | 0 | 221213 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | Charter travel arrangements are used on a limited basis for certain athletic team travel and reduces missed class time by student athletes. Charter travel arrangements are also used on a limited basis for recruiting purposes when commercial travel options are not efficient. The President of the University lives in student housing as a convenience of the University, and therefore not a taxable benefit. Social club dues were provided for the President and CFO for business purposes. Social club business related expenses were reimbursed to the Vice President of University Relations. | |
| Part I, Line 3 | In determining compensation of the organization's President, other officers and key employees, the process included a review and approval by independent persons on the Board of Trustees who evaluate performance, comparability data, and contemporaneous substantiation of the deliberation and decision. The compensation was reviewed and approved by the Executive Committee of the Board of Directors or the Compensation Committee. In the review of the compensation, the President, other officers and key employees were compared to individuals that hold similar positions at similar universities. The determination of similar universities was made by the Compensation Committee of the Board of Trustees with the assistance of a professional consulting firm. During the review and approval of the compensation, documentation of the decision was recorded in the committee minutes. Individuals were not present when their compensation was decided. | |
| Part I, Line 5 | Bruce Miller, Executive Director for Xavier Leadership Center, received commission for new business equal to 5% of the contract price. | |
| Part I, Line 6 | Bruce Miller, Executive Director for Xavier Leadership Center, received profit sharing payment for new business equal to 30% of net revenue for new business. | |
| Part I, Line 7 | It is at the discretion of the President, and approval of Compensation Committee, that members of management are awarded based upon significant accomplishments of key departmental objectives. | |
| Part III | Schedule J, Part II: John LaRocca, S.J., former trustee John LaRocca, S.J. receives compensation, $85,357, from Xavier University as payment for his teaching duties, not for his service as a board member. John LaRocca's compensation is not paid directly to him but is paid to his Religious Order in accordance with his vow of poverty. | Supplemental Information |
| Part III | Schedule J, Part II: Michael J. Graham, S.J. Compensation of $358,151 for President Michael J. Graham, S.J. is not paid to him directly but is paid to his Religious Order in accordance with his vow of poverty. | Supplemental Information |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Ohio Higher Educational Facility Commission (Xavier 2003 Project) | |||||||
| 346849674 | 67756ARX2 | 2003-03-05 | 25308115 | Renovation of Educational Facilities & Refunding of Bonds dated 4/1/1992 | 1 | 0 | 0 |
| Ohio Higher Educational Facility Commission (Xavier 2006 Project) | |||||||
| 346849674 | 67756AVF6 | 2006-05-04 | 46463299 | Refunding of Bonds issued 6/19/1997, Property Acquisition & Technology Impro | 1 | 0 | 0 |
| Ohio Higher Educational Facility Commission (Xavier 2008A Project) | |||||||
| 346849674 | 67756BJV6 | 2008-04-30 | 23475000 | Refunding of Xavier 2003 Series issued 3/15/2003 | 0 | 0 | 0 |
| Ohio Higher Educational Facility Commission (Xavier 2008C Project) | |||||||
| 346849674 | 67756AK76 | 2008-12-04 | 53786726 | Construction of Educational Facilities & Central Utility Plant | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Refunding EscrowRefundingEscrow |
|---|---|---|---|---|---|---|---|---|
| 25340482 | 603961 | 6050297 | 2005 | 1 | 0 | 1 | 1 | |
| 46664876 | 612727 | 5239616 | 2008 | 0 | 1 | 1 | 1 | |
| 23475144 | 211935 | 2008 | 0 | 1 | 1 | 1 | 18334452 | |
| 2010 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||
| 0 | 0 | 0 | 0 | 0 | 1 | ||||
| (no name) | |||||||||
| 0 | 0 | 0 | 0 | 0 | 1 | ||||
| Deutsche Bank | |||||||||
| 0 | 1 | 1 | 0 | 0 | 1 | Barclays Bank | 34.000000000000 | 0 | 0 |
| (no name) | |||||||||
| 0 | 0 | 0 | 0 | 0 | 1 | ||||
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ohio Higher Educational Facility Commission (Xavier 2010 Project) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 346849674 | IssuerEIN |
| CUSIP Number | 67756AQ88 | CUSIPNumber |
| Date Issued | 2010-01-26 | DateIssued |
| Issue Price | 48998440 | IssuePrice |
| Description Of Purpose | Residence Hall & Central Dining Hall | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 49080422 | TotalProceeds |
| Issuance Costs From Proceeds | 769538 | IssuanceCostsFromProceeds |
| Capital Expenditures | 44544532 | CapitalExpenditures |
| Year Of Subst Completion | 2012 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|
| 16000 | Merit - based Scholarship |
| 31640 | Tuition remission |
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Nike Inc | |||
| Trustee John C. Lechleiter is a Director of Nike, Inc. | 247412 | Independent Contractor | 0 |
| Fifth Third Bank | |||
| Trustee Robert S. Sullivan is an Officer of Fifth Third Bank | 608957 | Independent Contractor | 0 |
| Cintas | |||
| Trustee Robert Kohlhepp is the Chairman of Cintas Corp. | 108902 | Independent Contractor | 0 |
| Cincinnati Reds | |||
| Trustee Robert Castellini is the owner of the Cincinnati Reds | 30105 | Independent Contractor | 0 |
| Joseph Auto Group | |||
| Trustee Gregory Joseph is the owner of the Joseph Group | 36918 | Independent Contractor | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 107 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1934307 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV or selling price | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 240000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributors: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | Contributors is the number of individual transactions, could represent an indivudal more than once if multiple contributions are made throughout the year by the same individual. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Richard L. Antoine, a former Trustee of Xavier University, has a business relationship with W. Rodney McMullen, a Trustee of Xavier University. Thomas L. Williams, a former Trustee of Xavier University, has a business relationship with Thomas G. Cody and with Robert Castellini, Trustees of Xavier University. James L. Wainscott, a Trustee of Xavier University, has a business relationship with Robert Kohlhepp and Ralph Michael, Trustees of Xavier University. John Kucia, an Officer of Xavier University, has a business relationship with Timothy Howe, a Trustee of Xavier University. William Rodney McMullen, a Trustee of Xavier University, has a business relationship with Ralph Michael, Robert Sullivan, Joseph Pichler, Robert Castellini, John Lechleiter and Thomas Cody, Trustees of Xavier University. | |
| Form 990, Part VI, Section B, line 11 | Management, including certain Officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Management presents the Form to the Board, or a designated committee, to review and answer any questions. Prior to filing the return, all Board Members are provided the Form 990 and management team members are available to answer any Board Member's questions. | |
| Form 990, Part VI, Section B, line 12c | The policy requires all officers, directors and key employees to complete an annual questionnaire pertaining to conflicts of interest. The questionnaire is administered by the President's Office for the Board of Trustees and by Human Resources for employees. Disclosed conflicts or potential conflicts are compiled and given to the office of the Chief Financial Officer. The Chief Financial Officer reviews and shares the responses with the Audit Committee of the Board of Trustees. In the interim between questionnaires, conflicts are to be reported to the Chief Financial Officer, who will consult with the President and with the Chair of the Audit Committee and advise the conflicted officer, director or key employee on the steps required to manage or clear the conflict. Members of the governing board with a transactional conflict are required to recuse themselves from any discussion and/or vote pertaining to the conflicted transaction, and this is reflected in the minutes of the organization. | |
| Form 990, Part VI, Section B, line 15 | Although the following procedures were followed regarding the determination of the President of Xavier University's compensation, the compensation reported on this Form 990 was not actually received by the President of the University, but rather by his Religious Order in accordance with his vow of poverty. In determining compensation of the organization's President, other officers and key employees, the process included a review and approval by independent persons on the Board of Trustees who evaluate performance, comparability data, and contemporaneous substantiation of the deliberation and decision. The compensation was reviewed and approved by the Executive Committee of the Board of Directors or the Compensation Committee. In the review of the compensation, the President, other officers and key employees were compared to individuals that hold similar positions at similar universities. The determination of similar universities was made by the Compensation Committee of the Board of Trustees with the assistance of a professional consulting firm. During the review and approval of the compensation, documentation of the decision was recorded in the committee minutes. Individuals were not present when their compensation was decided. | |
| Form 990, Part VI, Section C, line 19 | The organization will provide any documents required to be open to public inspection upon request. Form 990 is available to the public on Xavier's website. | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -4,096,501. Change in interest swap rate -14,646,000. Actuarial change -125,769. Total to Form 990, Part XI, Line 5: -18,868,270. | Changes in Net Assets or Fund Balances: |
| The Audit Committee is responsible for the oversight of the audit and the selection of an independent auditor. This process has not changed in the current year. | Audit Responsibility | |
| Form 990, Part VI, line 2 | Trustee Ralph Michael, III has a business relationship with Trustee Robert Kohlhepp. | Business relationship |
| Form 990, Part VI, line 2 | Former Trustee Richard Antoine has a business relationship with Trustee Rodney McMullen. | Business relationship |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|
| Norwood Cafe LLC | |||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 260307190 | Hospitality associated with art exhibits and other Xavier events | OH | Xavier University |
| 3759 Montgomery Road LLC | |||||||
| 3759 Montgomery Road | Cincinnati | OH | 452074531 | Real Estate | OH | Xavier University | |
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Xavier Student Agencies | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 205299309 | Student Activities | OH | Section 501(c)(3) | Schedule A, Line 2 | Xavier University | 0 |
| A Blessing to One Another Inc | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 201317004 | Interfaith Issues | OH | Section 501(c)(3) | Schedule A, Line 9 | Xavier University | 0 |
| XUPROP CO | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 311700715 | Real Estate Holding Company | OH | Section 501(c)(2) | N/A | Xavier University | 0 |
| XUPROP CO- Cincinnati | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 311700752 | Real Estate Holding Company | OH | Section 501(c)(2) | N/A | Xavier University | 0 |
| XUPROP CO- Dana | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 201367022 | Real Estate Holding Company | OH | Section 501(c)(2) | N/A | Xavier University | 0 |
| XUPROP CO- Plaza | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 261870850 | Real Estate Holding Company | OH | Section 501(c)(2) | N/A | Xavier University | 0 |
| XUPROP CO- Norwood | ||||||||||
| 3800 Victory Parkway | Cincinnati | OH | 452074531 | 201037010 | Real Estate Holding Company | OH | Section 501(c)(2) | N/A | Xavier University | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAB Real Estate Holdings LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3727 Boomer Road | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45247 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200695355 | EIN |
| Primary Activity | Real Estate Holding | PrimaryActivity |
| Legal Domicile State | OH | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Xavier University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeType |
| Share Of Total Income | -4068 | ShareOfTotalIncome |
| Share Of EOY Assets | 34669 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 0.75000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N A B Oil and Gas Holdings Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3727 Boomer Road | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45247 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311705417 | EIN |
| Primary Activity | Oil and Gas | PrimaryActivity |
| Legal Domicile State | OH | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Xavier University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | S | TypeOfEntity |
| Share Of Total Income | 48306 | ShareOfTotalIncome |
| Percentage Ownership | 0.75000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |