2011-04-28T15:07:00-04:00 2010-06-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 2600 INDIANAPOLIS IN 46204 990 2009-07-01 237179567 COLLEGE OF MOUNT ST JOSEPH COLL 5132444711 5701 DELHI ROAD CINCINNATI OH 452331670 Anne Marie Wagner 2011-04-28 3176817000 2009 2016-02-24 21:20:13Z Tony Aretz 5701 Delhi Road Cincinnati OH 452331670 60967509 false X msj.edu X 1972 OH Educate students through interdisciplinary liberal arts and professional curricula emphasizing values, integrity, and social responsibility. 25 21 1271 25 199550 0 3530213 2096133 41557781 45908598 -1786106 624193 664355 1110387 43966243 49739311 10619262 11678273 0 0 22860436 23724349 0 0 778094 13001234 13709022 46480932 49111644 -2514689 627667 67005413 70396339 25188347 26022321 41817066 44374018 The College of Mount St. Joseph is a Catholic academic community grounded in the spiritual values and vision of its founders, the Sisters of Charity. The college educates its students through interdisciplinary liberal arts and professional curricula emphasizing values, integrity and social responsibility. Members of the Mount community embrace: excellence in academic endeavors; integration of life and learning; respect and concern for all persons; diversity of cultures and beliefs; service to others. false false 27505641 11668273 35931867 Undergraduate Education - The Mount's Undergraduate Academic programs inspire excellence, intellectual challenge, and real life experiences. We offer majors in business, behavioral and natural sciences, education, health sciences, and arts and humanities. In addiition, students have the opportunity to expand learning beyond the classroom through study abroad, cooperative ecucation, and service learning. The Mount offers programs tailored to traditional, adult, and part-time students. 11384874 10000 3419322 Student and Residence Life - Includes admission and enrollment of students, as well as personal and career support. Also included are various campus activities and 21 athletic programs. Residence life is committed to providing quality housing for full-time single students that enhances the experience of each resident while supporting academic achievement and the mission of the college. 2942463 6587495 Graduate Education - Instructing and providing academic support to students and offering masters and doctoral programs. Degree programs include education, health sciences, and organizational leadership. 41832978 true true false false false false false false true true true false true false false false false false true false false true true true true false false false false false false false false false true true false false false false true false false false true 86 0 true 1271 true true true false false false false true true false false false 25 21 true false false false true true true true true false false true true true true true true true true false X ANNE MARIE WAGNER CFO 5132444711 5701 DELHI ROAD Cincinnati OH 452331670 Tony Aretz 48.0 X X 194785 0 36492 MARY DENISE KUPRIONIS 1.0 X X 0 0 0 Donald B Bush 1.0 X X 0 0 0 Nance Bramlage SC 1.0 X 0 0 0 DAVID W CLARK 1.0 X 0 0 0 BARBARA DAVIS SC 1.0 X 0 0 0 JOSEPH W GROSS 1.0 X 0 0 0 MICHAEL J HABEL 1.0 X 0 0 0 LINDA HOLTHAUS 1.0 X 0 0 0 KATHLEEN KELLY 1.0 X 0 0 0 WILLIAM F LEDWIN 1.0 X 0 0 0 PATRICIA MARY MALARKEY SC 1.0 X 0 0 0 JUDITH METZ SC 1.0 X 0 0 0 DAVID P OSBORN CFA 1.0 X 0 0 0 CAROLE T RIGAUD 1.0 X 0 0 0 JASON P NIEHAUS 1.0 X 0 0 0 JOAN CAROLE SCHAFFNER SC 1.0 X 0 0 0 E RICHARD OBERSCHMIDT ESQ 1.0 X 0 0 0 LISA SANGER 1.0 X 0 0 0 THOMAS SCHILLER 1.0 X 0 0 0 KENNETH W STECHER 1.0 X 0 0 0 WAYNE J SCHIRCLIFF 1.0 X 0 0 0 BERNARD P SUER 1.0 X 0 0 0 MARK WEADICK 1.0 X 0 0 0 Georgine B Wolohan 1.0 X 0 0 0 Bro Josepf Kamis SM 1.0 X 0 0 0 ANNE MARIE WAGNER 48.0 X 111690 0 6531 Mark Distasi 48.0 X 103531 0 138 DOUG FRIZZELL 48.0 X 100254 0 14745 SUE JOHNSON 48.0 X 101488 0 3358 ALAN DECOURCY 48.0 X 107031 0 18789 Keith Weber 48.0 X 99858 0 16024 818637 0 96077 6 false true false SANESE FOOD SERVICES INC 6465 BUSCH BLVD COLUMBUS OH 43229 FOOD SERVICE 1266440 2ENCOMPASS LLC 1015 VINE ST CINCINNATI OH 45202 RENOVATIONS 680777 PECK-HANNAFORD BRIGGS 4670 CHESTER AVE CINCINNATI OH 45232 RENOVATIONS 236426 JENZABAR 4001 EXECUTIVE PARK DR CINCINNATI OH 45241 SOFTWARE 233806 IMBUS ROOFING 6 CHARLIN DR NEWPORT KY 41076 ROOFING 119502 5 132735 557127 1406271 224612 2096133 UNDERGRADUATE EDUCATION 611310 35931867 35931867 STUDENT AND RESIDENT LIFE 611310 3389236 3389236 GRADUATE EDUCATION 611310 6587495 6587495 45908598 662938 11 662927 0 0 11147856 11186601 -38745 -38745 -38745 71683 132735 41597 30086 30086 0 0 FACILITIES RENTAL 531190 396910 199539 197371 FOOD COURT 722310 108275 108275 OTHER 900099 575116 575116 1080301 49739311 45938684 199550 1504944 10000 10000 11668273 11668273 0 0 349503 349503 0 18656492 15570601 2597636 488255 757585 681930 57018 18637 2633570 2370573 198211 64786 1327199 1194661 99889 32649 0 61971 61971 69600 69600 0 0 146356 146356 749989 582000 144267 23722 247239 233246 8481 5512 3615930 3235592 313702 66636 233616 233616 0 1001757 1001757 611310 599115 6184 6011 0 167465 132121 25939 9405 750351 750351 0 3768096 2733925 1034171 304820 304820 BAD DEBTS 480000 480000 HOSPITALITY 467023 389619 23161 54243 DUES & SUBSCRIPTIONS 177488 116266 52984 8238 FOOD COURT EXPENSES 151510 151510 EQUIPMENT 106849 106849 597652 516504 81148 49111644 41832978 6500572 778094 933652 1520258 2827993 3019467 1366680 1139677 1057233 2086192 1450258 1525736 840226 976109 68887177 38016580 32492611 30870597 23785943 26898822 1651374 1933097 599443 426384 67005413 70396339 1728387 1978338 1510614 1513562 3749429 4103557 16995000 16780000 1204917 1646864 25188347 26022321 X 24226073 25909153 4861455 5049789 12729538 13415076 41817066 44374018 67005413 70396339 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19384081 827874 1621878 621148 213747 20998938 0.22000 0.61000 0.17000 false false 1937404 1937404 14875113 4691350 10183763 30552509 18421057 12131452 12987988 10648283 2339705 8534163 4255890 4278273 30870597 0 DEPOSITS 474976 FINANCIAL INSTRUMENTS LIABILITY 1171888 1646864 49739311 49111644 627667 2358372 -429087 1929285 2556952 51668596 1929285 1929285 49739311 49739311 49111644 49111644 49111644 Organization's Intended Use of Endowment Fund Schedule D, Part V, Line 4 The college's endowment fund is primarily used to fund scholarships/aid for students. Other uses include plant operations, instructional, and academic support. RECONCILIATION OF CHANGE IN NET ASSETS SCHEDULE D, PART XI & XII LOSS ON FINANCIAL INSTRUMENTS: (429,254) CHANGE IN UNREALIZED APPRECIATION IN INVESTMENTS: 2,358,372 CHANGE IN ANNUITIES PAYABLE: 167 Total: 1,929,285 Liability for Uncertain Tax Positions Schedule D, Part X, Line 2 The college applies the provisions of ASC 740, Income Taxes, in regards to uncertain tax positions. The College completed an analysis of its tax positions at June 30, 2010 and 2009, and determined that no amounts were required to be recognized in the financial statements. true true true The College of Mount St. Joseph is Committed to providing an educational and employment environment free from discrimination or harassment on the basis of race, color, national origin, religion, sex, age, disability, or other minority or protected status. This committment extends to the College's administration of its admission, financial aid, employment, and academic policies, as well as the College's athletic programs and other College-administered programs, services and activities. As published on front page of the College's website as well as our College catalog. true true true true false false false false false false false false true false THE INSTITUTION RECEIVES FINANCIAL AID FROM THE US DEPARTMENT OF EDUCATION IN THE FORM OF PELL GRANTS, SEOG GRANTS, AND COLLEGE WORK STUDY. true 4 CORNERS WORLD 163470 132725 30745 9116 10684 FOOTBALL/GOLF 19536 19536 881 6070 141 351 3 21402 21402 3797 7173 3121 263 204408 132725 71683 4678 13243 12378 11298 41597 30086 true Delhi Township 934 Neeb Road Cincinnati OH 45233 316000570 N/A 10000 Cash N/A Signage and Landscaping near College 1 0 STUDENT AID 1865 11668273 DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS FORM 990, SCHEDULE I, PART I, LINE 2 A LIST OF RECIPIENTS OF SCHOLARSHIPS, FELLOWSHIPS, AND GRANTS IS ON FILE AT THE INSTITUTION UPON REQUEST. ALTHOUGH THERE MAY BE RECIPIENTS WHO ARE RELATED TO PERSONS HAVING AN INTEREST IN THE ORGANIZATION, SUCH RECIPIENTS ARE ON AN EQUAL, OBJECTIVELY DETERMINABLE BASIS WITH OTHER RECIPIENTS; THAT IS ALL STUDENTS RECEIVING AID ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT ON THE BASIS OF ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. X X X X false true X X X X X false false false false false false false false false Tony Aretz 159902 0 0 0 34883 0 5066 0 31426 0 231277 0 0 0 Schedule J, Part I, Line 1 President Tony Aretz received the following additional benefits: Use of private home on campus grounds: Rental value of $16,800/yr per independent market analysis. Utilities for home use: $5,359 per invoices. Authorized Travel for spouse: $774 approved by the Board of Trustees. Cincinnati Women's Club Membership for spouse: $1,000 taxed and approved by the Board of Trustees. Building & Grounds department maintains house and grounds: amount not quantified. Total: $23,933 OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756BLX6 2009-07-30 17200000 See Schedule O false false 17200000 175550 2009 true false true true false false true false true 0.00030 0.00000 0.00030 true false true false false false false true MESSER CONSTRUCTION 2ENCOMPASS BERNARD SUER, BD. MEMBER 701477 CONSTRUCTION PROJECTS false FIFTH THIRD BANK TOM SCHILLER, BD. MEMBER 205196 BANKING SERVICES/LOANS false US BANK RETIRED W. SHIRCLIFF, BD. MEMBER 690179 BANKING SERVICES/LOANS false X 19 172817 FMV OF DONATED PROP X GIFTS IN KIND 95 51795 FMV OF DONATED PROP false false false Volunteers Form 990, Part I, Line 6 There were 25 volunteers in coaching spots for the College's Athletic Department. Description of Relationships Form 990, Part VI, Line 2 The College is aware of relationships between members of the Board of Trustees, their companies, and other Board members and their companies but considers these relationships focused on services considered normal in the course of business. David Clark and Lisa Sanger, trustees, have a business relationship. Michael Habel and Donald Bush, trustees, have a business relationship. Description of Classes of Members or Stockholders Form 990, Part VI, Line 6 The members of the College corporation are the members of the Corporation Board for Sponsored Ministries appointed by the Sisters of Charity of Cincinnati, Ohio. Description of Classes of Persons and the Nature of Their Rights Form 990, Part VI, Line 7a The Board of Trustees of the College are elected by the members of the Corporation Board for Sponsored Ministries of the Sisters of Charity of Cincinnati, Ohio. Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights Form 990, Part VI, Line 7b The Sisters of Charity of Cincinnati, Ohio is the Sponsoring Order of the College. Certain recommendations from the Board of Trustees (such as the election or removal of the CEO) must be approved by the Sisters of Charity Corporation Board. There are other approval powers vested in the Sisters of Charity Leadership Council. Describe the Process used by Management &/or Governing Body to Review 990 Form 990, Part VI, Line 11a Draft copies of the Form 990 are presented to the Audit/Finance Committee and/or the Executive Committee of the Board of Trustees for review prior to filing. After discussion, modifications or changes are incorporated into the draft. This revised draft is then presented to the full Board of Trustees for review and discussion. Open items after this discussion will be taken back to the Executive Committee of the Board for final approval. Once it has been approved, it will be made available to the entire Board of Trustees before filing. Description of Process to Monitor Transactions for Conflicts of Interest Form 990, Part VI, Line 12c The chief risk officer forwarded all signed conflict of interest forms to the Audit/Finance Committee Chair, who reviewed them for possible conflict and reported to the Audit/Finance Committee of his findings. There were seven individuals who checked a "yes" answer at least once (creating a possible conflict of interest). Description of Process to Determine Compensation Form 990, Part VI, Line 15a & 15b The chair of the Board of Trustees distributed to the independent members of the executive committee comparison salary data for the president of the college and its cabinet members. The committee reviewed and discussed the data, compared it with the actual salary amounts and unanimously agreed the salaries were reasonable and fair. This process is done annually. Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public Form 990, Part VI, Line 19 The college does not disclose referenced documents to the public. Schedule K, Part I, Line A, Column F Revenue bonds used to refinance previous debt issued on 4/1/2004 and 7/22/2004 and to pay issuance costs. Schedule K, Part II, Line 8 2009 represents the year in which refinancing of the bond was complete. Construction was substantially complete in 2005 under the orgiginal Tax-exempt bond issue. Schedule K, Part IV, Line 2 The bond issuance is comprised of the following: Series B of the bonds are variable: 10,000,000 Series A of the bonds are fixed: 7,200,000 Sisters of Charity of Cincinnati 5900 Delhi Road Cincinnati OH 45051 310537158 Religious Com OH 501(c)(3) 1 NA false false true false false false false false true true false false false true true false false false