2022-05-16T11:06:27-05:00 2021-06-30 350921680 CROWE LLP 155 West Nationwide Blvd Suite 500 Columbus OH 432152570 990 2020-07-01 314379560 OHIO DOMINICAN UNIVERSITY OHIO 6142514512 1216 SUNBURY ROAD COLUMBUS OH 432192086 AL RODACK CTP, VP OF FINANCE & ADMINISTRATION 2022-05-16 true AL RODACK 999009999 KIM SCIFRES P01316095 6144690001 2020 2022-09-23 18:48:47Z DR ROBERT A GERVASI PHd 1216 SUNBURY ROAD COLUMBUS OH 432192086 60029237 false X WWW.OHIODOMINICAN.EDU X 1911 OH As a Catholic liberal arts university in the Dominican tradition, Ohio Dominican University is guided in its educational mission by the Dominican motto: to contemplate truth and to share with others the fruits of this contemplation. Ohio Dominican educates individuals committed to intellectual, spiritual and professional growth, who develop into lifelong learners, serving others in a global society. They in turn become ethical and effective leaders grounded in the pursuit of truth, justice and peace. 23 23 619 42 49957 13222 4391923 8846957 40378195 38648840 965098 1878500 1036657 753840 46771873 50128137 17694976 16727343 0 15732732 13849917 0 890923 17840532 16759155 51268240 47336415 -4496367 2791722 77043950 77838919 55600774 50830299 21443176 27008620 As a Catholic liberal arts university in the Dominican tradition, Ohio Dominican University is guided in its educational mission by the Dominican motto: to contemplate truth and to share with others the fruits of this contemplation. Ohio Dominican educates individuals committed to intellectual, spiritual and professional growth, who develop into lifelong learners, serving others in a global society. They in turn become ethical and effective leaders grounded in the pursuit of truth, justice and peace. false false 34006174 16727343 34437828 OHIO DOMINICAN UNIVERSITY IS A CATHOLIC LIBERAL ARTS UNIVERSITY THAT ENCOURAGES ITS STUDENTS TO PURSUE A MEANINGFUL EDUCATION THAT FUELS INTELLECTUAL AND SPIRITUAL CURIOSITY. STUDENT ENROLLMENT FOR FY21 CONSISTED OF THE FOLLOWING: SUMMER 2020 = 342 FTE FALL 2020 = 1369 FTE SPRING 2021 = 1164 FTE 6714482 0 4854094 AUXILIARY ENTERPRISES ROOM AND BOARD CHARGES FOR 421 RESIDENT STUDENTS. THIS ALSO INCLUDES SOME BOARD CHARGES FOR COMMUTER AND NON-RESIDENT STUDENTS, FACULTY AND STAFF. 40720656 true true false false false false false false true true false false false false true true false true false false false false false true false false false true true true false false false false false false false false false false false false false false false false false false false true 88 0 true 619 true true true false false false false true true false false false false false false X 23 23 false false true false false false false true true false false true true true true true true false false false X AL RODACK 6142514512 1216 SUNBURY ROAD COLUMBUS OH 43219 BARKER JOHN VICE CHAIR 1.0 X X 0 0 0 O'CONNOR JAMES TREASURER 1.0 X X 0 0 0 TAKAVITZ FRED CHAIRMAN ELECT 1.0 X X 0 0 0 WINTERS THOMAS CHAIRMAN 1.0 X X 0 0 0 BAY DR JANET TRUSTEE 1.0 X 0 0 0 BROWN LOREN TRUSTEE 1.0 X 0 0 0 CADWALLADER JOHN TRUSTEE 1.0 X 0 0 0 CAMPBELL GRADY TRUSTEE 1.0 X 0 0 0 DOLL SR GEMMA TRUSTEE 1.0 X 0 0 0 DUFAULT ADAM TRUSTEE 1.0 X 0 0 0 EBBING WILLIAM TRUSTEE 1.0 X 0 0 0 ELLIS PAMELA TRUSTEEE 1.0 X 0 0 0 JACKSON GILDA TRUSTEE 1.0 X 0 0 0 JACKSON PATRICIA TRUSTEE 1.0 X 0 0 0 KELLEY III JOHN F TRUSTEE 1.0 X 0 0 0 KILBRIDE SR ANNE TRUSTEE 1.0 X 0 0 0 MCCURDY PATRICK TRUSTEE 1.0 X 0 0 0 OLSON SR SUSAN TRUSTEE 1.0 X 0 0 0 PETERS-CARDWELL VALERIE TRUSTEE 1.0 X 0 0 0 REECE II GUY TRUSTEE 1.0 X 0 0 0 TIBERI PAT TRUSTEE 1.0 X 0 0 0 TWOHILL SR PATRICIA PRIORESS 1.0 X 0 0 0 YUSKEWICH JAMES TRUSTEE 1.0 X 0 0 0 GALLAHER CONNIE PRESIDENT AS OF JUNE 2021 40.0 X 0 0 0 GERVASI ROBERT A PRESIDENT UNTIL JUNE 2021 40.0 X 312901 0 83723 RODACK AL VICE PRESIDENT FOR FINANCE AND ADMINISTRATION 40.0 X 132786 0 16976 THOMAS AMY SECRETARY OF BOARD, DIRECTOR OF HR 40.0 X 72850 0 24308 CARSTENS RON FACULTY X 109091 0 5399 KURTH CHRISTINE CHIEF INFORMATION OFFICER 40.0 X 118513 0 5446 MARTINEZ MANUEL VP FOR ACADEMIC AFFAIRS X 107870 0 4833 NAUGHTON JOHN VICE PRESIDENT FOR ENROLLMENT MANAGEMENT 40.0 X 119248 0 6518 RIEDLINGER SHONNA PROGRAM DIRECTOR, PA 40.0 X 111860 0 24512 1085119 0 171715 9 false true false SODEXO INC 4880 PAYSPHERE CIRCLE CHICAGO IL 60674 DINING & FACILITIES MANAGEMENT 7755850 ELLUCIAN INC 62578 COLLECTIONS CENTER DR CHICAGO IL 606930625 DATA-COMPUTER SERVICES 221723 WBNS-FM DEPT L-1133 COLUMBUS OH 432601133 ADVERTISING 200502 ELFORD INC 1220 DUBLIN ROAD COLUMBUS OH 43215 CONSTRUCTION 161381 THYSSENDRUPP ELEVATOR CORP PO BOX 3796 CAROL STREAM IL 601323796 MAINTENANCE & REPAIR 135263 9 28415 7173841 1644701 8846957 Tuition and Fees 611310 33794756 33794756 Auxiliary Enterprises-Room and Board 611310 4854084 4854084 0 0 0 0 38648840 317136 317136 58853 58853 0 58853 58853 11451313 9889949 1561364 0 1561364 1561364 12584 28415 11151 1433 1433 SECURITY SERVICES 561612 33985 33985 CELL TOWER REVENUE 533110 15972 15972 SODEXO CONTRACT REVENUE 900099 190000 190000 453597 453082 0 515 693554 50128137 39291922 49957 1939301 16727343 16727343 11311918 9374641 1517759 419518 125975 98890 20138 6947 1523764 1466880 56884 888260 712523 130663 45074 6090 6090 67240 67240 150055 150055 3398835 2455522 860698 82615 645780 32941 611395 1444 267861 198071 51289 18501 393806 248464 145342 0 1842112 1407423 389006 45683 246393 236428 9892 73 119248 78706 23654 16888 3313455 2578912 629481 105062 2855335 2222350 542449 90536 299014 34485 264529 0 FOOD 1780281 1780281 0 0 CARES GRANTS 684285 593263 91022 ATHLETICS AND CAMPS 262431 171321 91110 0 PROVISION FOR BAD DEBT 98095 0 96397 1698 328839 302212 26627 0 47336415 40720656 5724836 890923 2050 2050 10860427 8666357 147117 103900 555234 1296973 0 0 0 0 609200 450310 3950 279 105892242 62718895 45295294 43173347 18198495 22500735 0 0 1372183 1644968 77043950 77838919 1826924 1766027 108763 169639 2440729 1620832 46715803 46348242 0 0 1392655 925559 3115900 0 55600774 50830299 X 2292261 4606408 19150915 22402212 21443176 27008620 77043950 77838919 X 2791722 2565171 208551 X false true X true true true X 3993719 2074776 1946971 4391923 8846957 21254346 0 0 3993719 2074776 1946971 4391923 8846957 21254346 221085 21033261 490230 516171 485885 454282 375989 2322557 11122 12328 11978 14553 49957 99938 69654 61669 16216 22783 12584 182906 23859747 208222598 0.8815 0.8071 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - FUNDRAISING INCOME, COLUMN A - 69654.0, COLUMN B - 61669.0, COLUMN C - 16216.0, COLUMN D - 22783.0, COLUMN E - 12584.0, COLUMN F - 182906.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17610447 352012 4370165 473684 114633 21744307 18627785 481070 370593 634279 1234722 17610447 22326181 231972 799390 624558 4105200 18627785 24313818 319288 2033499 773754 3566670 22326181 22069174 533828 2661367 687261 263290 24313818 0.1033 0.4974 0.3993 true false 1734959 1734959 80358851 41268568 39090283 6165111 5284958 880153 17633321 16165369 1467952 43173347 GRANTS ADVANCE LIABILITY 0 X 36185667 2565171 -16518792 -13953621 50139288 -11151 -11151 50128137 30620223 11151 11151 30609072 16727343 16727343 47336415 Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT IS MAINTAINED PRIMARILY FOR THE BENEFIT OF STUDENTS WHOM DISBURSEMENTS ARE MADE FOR SCHOLARSHIPS. A PORTION OF THE ENDOWMENT IS AVAILABLE FOR OPERATIONS ONLY IF THE BOARD OF TRUSTEES AUTHORIZES SUCH USE. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Internal Revenue Service has ruled that the University is a tax-exempt educational institution under §501(a) of the Internal Revenue Code as an organization described in §501 (c)(3). Accounting principles generally accepted in the United States of America prescribes recognition thresholds and measurement attributes for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Tax benefits will be recognized only if a tax position is more-likely-than-not sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized will be the largest amount of tax benefit that is greater than 50% likely being realized on examination. For tax positions not meeting the more-likely-than-not test, no tax benefit will be recorded. Management has concluded that they are unaware of any tax benefits or liabilities to be recognized at June 30, 2021 and 2020. The University would recognize interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. The University has no amounts accrued for interest or penalties for the year ended June 30, 2021 and 2020. The University does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 RECLASS SCHOLARSHIPS - -16727343 CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN ASSETS - 208551 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements FUNDRAISING EXPENSE RECLASS - -11151 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FUNDRAISING EXPENSE RECLASS - 11151 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements RECLASS SCHOLARSHIPS - 16727343 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY OHIO DOMINICAN UNIVERSITY IS IN COMPLIANCE WITH REVENUE PROCEDURE 75-50. THE UNIVERSITY PUBLISHES A NOTICE OF ITS NON-DISCRIMINATORY POLICY WITH THE MEDIA PERIODICALLY THROUGHOUT THE YEAR AND PUBLICLY DISCLOSES THIS POLICY ON ITS WEBSITE. THIS POLICY IS ALSO PRINTED IN THE UNIVERSITY CATALOG WHICH IS DISTRIBUTED TO PROSPECTIVE STUDENTS AND ON OUR FINANCIAL AND AWARD NOTICES THAT ARE ISSUED TO CURRENTLY ENROLLED STUDENTS. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT OHIO DOMINICAN UNIVERSITY RECEIVES FEDERAL AND STATE GRANTS ALLOCATED TO STUDENT FINANCIAL AID AND GRANTS FOR SPECIFIC UNIVERSITY PROGRAMS. Golf outings - Baseball Team 7610 3360 4250 2412 1119 0 Golf outings Golf Team 11970 4760 7210 2900 2320 2300 1 21419 20295 1124 0 0 100 40999 28415 12584 5312 3439 2400 11151 1433 true FEDERAL WORK STUDY PROGRAM 82 79960 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS 182 162900 OHIO DOMINICAN UNIVERSITY ACADEMIC SCHOLARSHIP 840 11462056 OHIO DOMINICAN UNIVERSITY GENERAL GRANTS 972 4364723 STAFF/EMPLOYEE BENEFITS AND OTHER DISCOUNTS 163 657704 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. SCHOLARSHIPS, GRANTS AND LOANS ARE AWARDED BASED ON NEED (AS DETERMINED BY A STANDARDIZED FINANCIAL AID FORM), ACADEMIC ACHIEVEMENT AND/OR LEADERSHIP. RECIPIENTS ARE CHOSEN BASED ON OBJECTIVE CRITERIA WHICH ARE CONSISTENT WITH THE OVERALL TAX-EXEMPT PURPOSE OF THE UNIVERSITY. THE UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF SEX, RACE, COLOR, OR NATIONAL OR ETHNIC ORIGIN IN THE ADMINISTRATION OF ITS FINANCIAL AID PROGRAMS. ANY ESTIMATES UTILIZED ARE BASED ON CALCULATED AVERAGE AWARDS EXTENDED TO COMPARABLE GROUPS. ALL AWARDS ARE DISBURSED DIRECTLY TO THE UNIVERSITY AND NOT TO THE RECIPIENT. X X true true X X X false true false false false false false false false GERVASI ROBERT A PRESIDENT UNTIL JUNE 2021 289777 0 0 0 23124 0 48615 0 35108 0 396624 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use THE PRESIDENT'S EMPLOYMENT AGREEMENT REQUIRES HIM TO LIVE ON CAMPUS. HOUSING IS PROVIDED TO THE PRESIDENT AND HIS IMMEDIATE FAMILY. THIS IS A NONTAXABLE BENEFIT UNDER CODE SECTION 119. Schedule J, Part I, Line 1a Health or social club dues or initiation fees A COUNTRY CLUB BUSINESS MEMBERSHIP IS HELD BY THE UNIVERSITY FOR USE BY THE PRESIDENT, STAFF MEMBERS AND FOR UNIVERSITY EVENTS. USE IS STRICTLY FOR BUSINESS PURPOSES, THUS IT IS NOT TREATED AS TAXABLE COMPENSATION. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE UNIVERSITY CONTRIBUTES TO A DEFERRED COMPENSATION PLAN FOR THE PRESIDENT WHICH IS FUNDED EACH FULL YEAR OF EMPLOYMENT. THE BENEFIT IS NOT VESTED UNTIL COMPLETION OF THE INITIAL TERM OF EMPLOYMENT ON 6/30/21. A Columbus-Franklin County Finance Authority 571239430 199095AJ9 2018-12-27 49980000 REFINANCING OF 2014 BOND ISSUE AND CAPITAL EXPENDITURES false false false A 3631758 0 47759849 3725229 804629 0 1017957 0 0 3115017 39175528 0 2020 true true false true A false false true false false 0.0125 0.0 0.0125 false false true A false true false false false false false false true A true Schedule K, Part IV, Line 7 Written Procedures The organization has adopted written procedures to monitor the organization's ability to remain in compliance with the arbitrage requirements under Section 148 of the Internal Revenue Code. The organization strives to stay abreast of federal regulations and considers the repercussions of all significant activities which could forseeably have an impact on the organization's tax exempt bonds and the associated federal tax regulations. Schedule K, Part III, Line 3a Private Business Use- Management Contracts The organization has management/service contracts that relate to bond financed space that qualify under the safe harbor exceptions of the applicable regulations. Schedule K, Part III, Line 9 Written Procedures The organization has adopted written procedures to ensure all non-qualified bonds (if any) of the issue are re-mediated in accordance with the associated regulations. The organization strives to stay abreast of federal regulations and considers the repercussions of all significant activities which could forseeably have an impact on the organization's tax exempt bonds and the associated federal tax regulations. Schedule K, Part V Written Procedures The organization has adopted written procedures which dictate how management timely identifies and corrects violations of federal tax requirements using the voluntary closing agreement program provided by the IRS when self-remediation is not available to the organization. The organization strives to stay abreast of federal regulations and considers the repercussions of all significant activities which could forseeably have an impact on the organization's tax exempt bonds and the associated federal tax regulations. In the event a violation is identified the organization's policy is to correct the violation as soon as possible, while working with the federal authorities as necessary to ensure that sufficient controls are present which will guard against future violations. Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE THE DIFFERENCE BETWEEN THE ISSUE PRICE IN PART I/COLUMN E VERSUS PART II/LINE 3 IS DUE TO THE ORIGINAL DISCOUNT ON THE BONDS AND INVESTMENT EARNINGS ON BOND PROCEEDS. Form 990, Part VI, Line 1a Delegate broad authority to a committee Article IV Procedures, Section 6. Committees: The Executive Committee shall not exceed nine (9) members and consist of the Chairperson of the Board who shall serve as its chairperson, The President of the University, the Prioress of the Congregation, or designee, the Vice Chairperson of the Board, the Treasurer, the Chairperson-elect and the Chairperson of each of the duly constituted standing committees (4) and up to two (2) At Large members of the Board of Trustees nominated by the Chairperson and confirmed by the Board. It shall be subordinate and responsible to the Board of Trustees and, subject to the limitations set forth herein, and in the" Charters of the Standing Committees" A quorum shall consist of a majority of the Committee. Form 990, Part VI, Line 4 Significant changes to organizational documents The following changes to the bylaws were reviewed and approved at the Feb. 19 2021 Board Meeting via resolution: * Add the Advancement Committee charter * Modify the terms Trustees serve from 2 four-year terms to 3 three-year terms * Adjust the number of members on the Executive Committee be adjusted 9 to twelve to consider the addition of a standing committee Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED WITH THE ASSISTANCE OF AN ACCOUNTING FIRM. AFTER THE RETURNS INITIAL PREPARATION, THE RETURN IS REVIEWED BY FINANCE/ACCOUNTING MANAGEMENT AND THEN BY THE VP OF FINANCE AND ADMINISTRATION. THEN EACH VOTING MEMBER OF THE AUDIT COMMITTEE IS ASKED TO REVIEW THE FORM 990 AND SUBMIT ANY QUESTIONS TO MANAGEMENT. ANY RECOMMENDED CHANGES ARE REQUESTED AND DISCUSSED WITH THE ACCOUNTING FIRM PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ALL OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE APPRAISED OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY WHEN HIRED OR ADMITTED TO THE BOARD OF TRUSTEES. ANNUALLY, EACH MEMBER OF THE BOARD OF TRUSTEES IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND IDENTIFY ANY POTENTIAL CONFLICTS OF INTEREST. IF A CONFLICT WERE TO ARISE, THE OFFICERS AND DIRECTORS AFFECTED WOULD BE PROHIBITED FROM CONDUCTING ANY OF THE ORGANIZATION'S BUSINESS RELATED TO THE CAUSE OF THE CONFLICT OF INTEREST AND WOULD RECUSE THEMSELVES FROM THE PROCEEDINGS. THE CFO &/OR PRESIDENT OF THE UNIVERSITY REVIEWS THE CONFLICT OF INTEREST STATEMENTS. IN THE EVENT A TRUSTEE IS UNCERTAIN AS TO THE APPROPRIATENESS OF LISTING A PARTICULAR RELATIONSHIP, THE CHAIRPERSON OF THE BOARD OF TRUSTEES SHOULD BE CONSULTED. THE CHAIRPERSON, IN TURN, MAY ELECT TO CONSULT WITH LEGAL COUNSEL, THE EXECUTIVE COMMITTEE OR THE FULL BOARD OF TRUSTEES IN EXECUTIVE SESSION. Form 990, Part VI, Line 19 Required documents available to the public COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FROM THE FINANCIAL AND ADMINISTRATIVE OFFICES OF THE UNIVERSITY. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue MISCELLANEOUS REVENUE - Total Revenue: 253829, Related or Exempt Function Revenue: 253829, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; SPORTING EVENTS TICKET/CONCESSIONS - Total Revenue: 151603, Related or Exempt Function Revenue: 151603, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; DAY CAMPS - Total Revenue: 25700, Related or Exempt Function Revenue: 25700, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; REVENUE FROM FEES/FINES - Total Revenue: 21950, Related or Exempt Function Revenue: 21950, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; VENDING MACHINE - Total Revenue: 515, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 515; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS - 208551;