2022-05-12T15:34:06-05:00 2021-06-30 ERNST & YOUNG US LLP 221 E 4TH ST SUITE 2900 CINCINNATI OH 45202 990 2020-07-01 237179567 MOUNT ST JOSEPH UNIVERSITY % JEFFREY C BRIGGS MOUN 5132444200 5701 Delhi Road Cincinnati OH 452331670 JEFFREY C BRIGGS CFO 5132444200 2022-05-12 true JEFFREY C BRIGGS 999009999 ALISON T MEEHAN P01934689 5136121400 3 2020 2022-09-23 18:48:47Z H JAMES WILLIAMS 5701 DELHI ROAD CINCINNATI OH 452331670 82361083 false X WWW.MSJ.EDU X 1972 OH SEE SCHEDULE O 29 28 934 38 55868 0 4941980 8149109 48631642 47333342 4364828 5707850 384217 497862 58322667 61688163 15425467 16532663 0 0 28531665 27062543 0 0 1024497 14648549 14370084 58605681 57965290 -283014 3722873 112386817 136076709 17720207 23884292 94666610 112192417 X MOUNT ST. JOSEPH UNIVERSITY IS A CATHOLIC ACADEMIC COMMUNITY GROUNDED IN THE SPIRITUAL VALUES AND VISION OF ITS FOUNDERS, THE SISTERS OF CHARITY. THE UNIVERSITY 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, THE INTEGRATION OF LIFE AND LEARNING, RESPECT AND CONCERN FOR ALL PERSONS, DIVERSITY OF CULTURES AND BELIEFS, AND SERVICE TO OTHERS. false false 30429375 16532663 32757186 UNDERGRADUATE EDUCATION - THE UNIVERSITY'S UNDERGRADUATE ACADEMIC PROGRAMS INSPIRE EXCELLENCE, INTELLECTUAL CHALLENGE, AND REAL LIFE EXPERIENCES. MAJORS ARE OFFERED IN BUSINESS, BEHAVIORAL AND NATURAL SCIENCES, EDUCATION, HEALTH SCIENCES, AND LIBERAL ARTS. IN ADDITION, STUDENTS HAVE THE OPPORTUNITY TO EXPAND LEARNING BEYOND THE CLASSROOM THROUGH COOPERATIVE EDUCATION, SERVICE LEARNING AND STUDY ABROAD PROGRAMS. THE UNIVERSITY OFFERS PROGRAMS TAILORED TO TRADITIONAL, ADULT AND PART-TIME STUDENTS. The university reported enrollment of 1,473 for the 2020-2021 academic year. 12856120 0 2530638 STUDENT AND RESIDENCE LIFE - INCLUDES ADMISSION AND ENROLLMENT OF STUDENTS AS WELL AS PERSONAL AND CAREER SUPPORT. ALSO INCLUDES VARIOUS CAMPUS ACTIVITIES AND 23 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 UNIVERSITY. 7340922 0 12045518 GRADUATE EDUCATION - OFFERS MASTERS AND DOCTORAL PROGRAMS. INSTRUCT AND PROVIDE ACADEMIC SUPPORT TO STUDENTS ENROLLED IN THOSE PROGRAMS. DEGREES INCLUDE EDUCATION, HEALTH SCIENCES, MBA AND ORGANIZATIONAL LEADERSHIP. The university reported enrollment of 558 for the 2020-2021 academic year. 50626417 true true false false false false false false false true true false false false true true true false true false false false false false false false false false true true true false false false false false false false false false false true false false false false true false false false true 165 0 true 934 true true true false false false false false false false false false false false X 29 28 true false false false true true true true true false false true true true true true true true true false OH X JEFFREY C BRIGGS 5132444200 5701 DELHI ROAD CINCINNATI OH 452331670 X X H JAMES WILLIAMS PRESIDENT 48.0 0.0 X 374405 0 124001 PAIGE L ELLERMAN SECRETARY/VICE PRESIDENT 48.0 0.0 X 179699 0 17727 DIANA DAVIS PROVOST 48.0 0.0 X 169928 0 20972 JEFFREY C BRIGGS TREASURER & CFO 48.0 0.0 X 153593 0 18221 PATRICK CAFFERTY CHAIRPERSON/PROGRAM DIRECTOR 48.0 0.0 X 140429 0 26227 DARLA VALE DEAN SCHOOL OF HEALTH SCIENCES 48.0 0.0 X 135673 0 19065 JEFF WAMPLER VP MARKETING & COMMUNICATIONS 48.0 0.0 X 144231 0 7615 AMY MURDOCH ASST DEAN OF READING SCIENCE 48.0 0.0 X 133783 0 17944 LISA DEHNER CHAIRPERSON & PROFESSOR PT DEP 48.0 0.0 X 133701 0 16818 TIMOTHY G AUG TRUSTEE 1.0 0.0 X 0 0 0 MARY ELLEN ADCOCK TRUSTEE 1.0 0.0 X 0 0 0 NANCY BRAMLAGE SC TRUSTEE 1.0 0.0 X 0 0 0 HAROLD D BROWN TRUSTEE 1.0 0.0 X 0 0 0 JANET D CASTELLINI TRUSTEE 1.0 0.0 X 0 0 0 PATRICIA CRUISE SC TRUSTEE 1.0 0.0 X 0 0 0 JENNIFER DAMIANO TRUSTEE 1.0 0.0 X 0 0 0 BRIAN A DOYLE TRUSTEE 1.0 0.0 X 0 0 0 DON DOYLE JR TRUSTEE 1.0 0.0 X 0 0 0 KEVIN GADE TRUSTEE 1.0 0.0 X 0 0 0 DAVID J FISKE TRUSTEE 1.0 0.0 X 0 0 0 MARY ANN FLANNERY SC TRUSTEE 1.0 0.0 X 0 0 0 LORI HALLMARK TRUSTEE 1.0 0.0 X 0 0 0 JONATHAN M HILTZ TRUSTEE 1.0 0.0 X 0 0 0 MARY E IVERS TRUSTEE 1.0 0.0 X 0 0 0 COREY JOHNSON TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL B MATTINGLY TRUSTEE 1.0 0.0 X 0 0 0 KATHRYN K MCMULLEN TRUSTEE 1.0 0.0 X 0 0 0 ANNETTE MUCKERHEIDE SC TRUSTEE 1.0 0.0 X 0 0 0 STEVEN D MULLINGER TRUSTEE 1.0 0.0 X 0 0 0 CAROLINE PRATT TRUSTEE 1.0 0.0 X 0 0 0 JACKIE REAU TRUSTEE 1.0 0.0 X 0 0 0 KEVIN RICE TRUSTEE 1.0 0.0 X 0 0 0 TOM ROWE TRUSTEE 1.0 0.0 X 0 0 0 KENNETH J RYAN TRUSTEE 1.0 0.0 X 0 0 0 AMY M SALUKE MD TRUSTEE 1.0 0.0 X 0 0 0 ERIC R THIEMANN TRUSTEE 1.0 0.0 X 0 0 0 LISA VANNIS TRUSTEE 1.0 0.0 X 0 0 0 1565442 0 268590 18 false true false MESSER CONSTRUCTION 643 W COURT STREET CINCINNATI OH 452031511 CONSTRUCTION 10941072 AVI FOOD SYSTEMS INC 2950 ELM ROAD NE WARREN OH 44483 FOOD SERVICE/CATERIN 711443 TAFT 425 WALNUT ST STE 1800 CINCINNATI OH 452023957 LEGAL SERVICES 274120 BHDP ARCHITECTURE 302 WEST THIRD STREET SUITE 500 CINCINNATI OH 45202 ARCHITECTURAL SERVIC 268401 MOTZ GROUP 3607 CHURCH ST STE 300 CINCINNATI OH 45244 ATHLETIC FIELD CONST 266473 21 0 67455 4250546 3831108 103055 8149109 UNDERGRADUATE EDUCATION 900099 32757186 32757186 0 0 STUDENT AND RESIDENT LIFE 900099 2530638 2530638 0 0 GRADUATE EDUCATION 900099 12045518 12045518 0 0 All other program service revenue 0 0 0 0 47333342 970888 970888 0 0 0 0 0 0 0 25409882 20672920 4736962 4736962 4736962 0 0 0 0 0 0 0 0 0 0 FACILITIES RENTAL 531190 26203 7090 19113 0 BOOKSTORE 611710 138286 101531 36755 0 OTHER 900099 333373 333373 0 0 497862 61688163 52512298 55868 970888 0 0 16532663 16532663 0 0 0 0 1045766 194967 850799 0 0 0 0 0 20657409 18250810 1744479 662120 1128440 1003682 87988 36770 2690187 2286659 322822 80706 1540741 1329633 162423 48685 0 0 0 0 271804 0 271804 0 139239 0 139239 0 0 0 0 0 0 0 61355 0 61355 0 2267498 1796175 424231 47092 929664 849944 29917 49803 2317467 1964271 332049 21147 532846 532846 0 0 0 0 0 0 1061333 807035 254298 0 331647 331025 577 45 0 0 0 0 49135 40614 6541 1980 198284 15109 183175 0 0 0 0 0 3907601 2838094 1069507 0 207343 207343 0 0 BAD DEBTS 230000 230000 0 0 LIBRARY BOOKS/SFWR/SUBSCR 650082 350954 227529 71599 BOARD & FOOD COURT EXPENS 892863 892863 0 0 ALL OTHER EXPENSES 321923 171730 145643 4550 57965290 50626417 6314376 1024497 0 2791278 3525352 3283343 6679386 3049040 4856659 2288872 1597527 0 0 0 0 1754974 1548300 0 0 835068 1375285 117362908 79997661 32183156 37365247 65953437 78822527 0 0 0 0 0 0 247649 306426 112386817 136076709 4499683 3385061 2038402 1711610 3568646 3957599 3461339 3167201 0 0 0 0 3903910 10906343 0 0 248227 756478 17720207 23884292 X 51348310 65171484 43318300 47020933 94666610 112192417 112386817 136076709 X 3722873 13719212 0 0 83722 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58800587 720261 18186846 919884 2517658 99151 74171001 59653614 521961 439073 1096857 620181 97023 58800587 39715342 19275613 3182630 977481 1459694 82796 59653614 42688952 335762 2003367 934685 4378054 39715342 36217211 2057310 5745065 851023 479611 42688952 0.43600 0.28400 0.28000 false false 2882328 2882328 35310450 12233580 23076870 46008580 38438521 7570059 20116764 18192246 1924518 13044786 11133314 1911472 37365247 0 DEPOSITS 450412 FINANCE LEASE LIABILITY 306066 756478 75429742 13719212 83722 13802934 61626808 61355 61355 61688163 57903935 0 0 57903935 61355 61355 57965290 SCHEDULE D, PART V, LINE 4 Organization's Intended use of endowment funds THE UNIVERSITY'S ENDOWMENT FUND IS PRIMARILY USED TO FUND SCHOLARSHIPS AND AID TO STUDENTS. OTHER USES INCLUDE INSTRUCTIONAL, ACADEMIC SUPPORT, AND PLANT OPERATIONS. SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) Footnote The University is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. Management is not aware of any course of action or series of events that have occurred that might adversely affect the University's exempt status. The University applies the provisions of FASB ASC 740, Income Taxes, in regards to uncertain tax positions. The University completed an analysis of its tax positions at june 30, 2021 and 2020, and determined that no amounts were required to be recognized IN THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2d Other Reconciling Items from 990 to financial statements Change in beneficial interest in trust $ 58,777 Change in ANNUITY LIABILITY $ 24,945 -------- Total $ 83,722 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 The following policy is published on the University's website (www.msj.edu) and in the University's Catalog: The University offers an educational and employment environment free from discrimination or harassment on the basis of race, color, national origin, religion, sex, age, disability, sexual orientation or other minority or protected status. This commitment extends to the university's administration of its admission, financial aid, employment, and academic policies, as well as the university's athletic programs and other university-administered programs, services, and activities. SCHEDULE E, PART I, LINE 6A Financial Aid or Assistance from a government agency The University receives financial aid from the US Department of Education in the form of Federal Work Study (FWS), Teacher Education Assistance for College and Higher Education (TEACH), Supplemental Education Opportunity Grants (SEOG), AND PELL. true STUDENT AID 1122 15888963 HIGHER ED EMERG. RELIEF FUNDS 766 643700 Form 990, Schedule I 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 true true X X X false false false false false false false false false H JAMES WILLIAMS PRESIDENT 303105 0 350 0 70950 0 105786 0 18215 0 498406 0 0 0 PAIGE L ELLERMAN SECRETARY/VICE PRESIDENT 179699 0 0 0 0 0 9621 0 8106 0 197426 0 0 0 DIANA DAVIS PROVOST 169928 0 0 0 0 0 11828 0 9144 0 190900 0 0 0 JEFFREY C BRIGGS TREASURER & CFO 153243 0 350 0 0 0 8445 0 9776 0 171814 0 0 0 PATRICK CAFFERTY CHAIRPERSON/PROGRAM DIRECTOR 140079 0 350 0 0 0 8012 0 18215 0 166656 0 0 0 JEFF WAMPLER VP MARKETING & COMMUNICATIONS 144231 0 0 0 0 0 7615 0 0 0 151846 0 0 0 DARLA VALE DEAN SCHOOL OF HEALTH SCIENCES 135323 0 350 0 0 0 9516 0 9549 0 154738 0 0 0 AMY MURDOCH ASST DEAN OF READING SCIENCE 133433 0 350 0 0 0 6238 0 11706 0 151727 0 0 0 LISA DEHNER CHAIRPERSON & PROFESSOR PT DEP 133701 0 0 0 0 0 9096 0 7722 0 150519 0 0 0 SCHEDULE J, PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE DR. WILLIAMS RECEIVED A HOUSING ALLOWANCe which is included as a taxable fringe benefit. health or social club dues or initiation fees The university paid the monthly dues associated with the president's Membership to the local country club. the portion of dues related to personal use was included as a taxable fringe benefit. A OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 2009-07-30 17200000 SEE PART VI false false false A 13640000 0 0 0 0 0 175000 0 0 0 17024450 0 2009 true false true true A false false true true false false 0.00050 0.00010 0.00060 false false false false A false false true false true false 0 false 0 false false A SCHEDULE K, PART I, LINE A, COLUMN F DESCRIPTION OF PURPOSE OF TAX EXEMPT BONDS 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 7 ISSUANCE COSTS FROM PROCEEDS 2009 REPRESENTS THE YEAR IN WHICH REFINANCING OF THE BOND WAS COMPLETE. CONSTRUCTION WAS SUBSTANTIALLY COMPLETE IN 2005 UNDER THE ORIGINAL TAX-EXEMPT BOND ISSUE. SCHEDULE K, PART II, LINE 8 CREDIT ENHANCEMENT FROM PROCEEDINGS 2009 REPRESENTS THE YEAR IN WHICH REFINANCING OF THE BOND WAS COMPLETE. CONSTRUCTION WAS SUBSTANTIALLY COMPLETE IN 2005 UNDER THE ORIGINAL TAX-EXEMPT BOND ISSUE. X 31 95555 SELLING PRICE X 1 7500 FMV false true false SCHEDULE M, PART I, LINE 9 31 Securities; 1 contribution INTL BUSINESS MACH $1,505 FIRST TR NORTH AMERICAN ENERGY INFRASTRUCTURE FD $1,509 L3 HARRIS TECHNOLOGIES INC $1,675 HARTFORD WORLD BOND FUND $1,738 CARLYLE GROUP INC $1,757 DWS RREEF REAL ASSETS FUND-INST $1,834 HONEYWELL INTL INC $1,891 FIRST TR NYSE ARCA BIOTEC INDEX FD $1,898 WALT DISNEY CO $1,899 JACOBS ENGINEERING GROUP $1,912 UNITEDHEALTH GROUP INC $2,017 PRICE T ROWE GROUP INC $2,100 ANALOG DEVICES INC $2,151 ZOETIS INC $2,258 DANAHER CORP $2,445 ARBITRAGE FUNDS INSTL CLASS $2,698 EATON VANCE SHORT DURATION STRATEGIC INCOME FUND $2,737 GUGGENHEIM MACRO OPPORTUNITIES FUND CLASS INSTITUTIONAL $2,781 QUALCOMM INC $3,127 HARTFORD SCHRODERS EMERGING MARKETS EQUITY FUND $3,349 GOLDMAN SACHS ACCESS TREAS $3,399 EATON VANCE SHORT DURATION GOVT INCOME FUND $3,492 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND $3,550 PAYPAL HOLDINGS INC $3,759 ANGEL OAK MULTI-STRATEGY INCOME FUND $4,121 ADVANCED MICRO DEVICES INC $4,231 NVIDIA CORP $4,245 MFS EMERGING MARKETS DEBT FUND $4,614 JP MORGAN ULTRA-SHORT INCOME ETF $5,175 GOLDMAN SACHS GOG PARTNERS INTERNATIONAL OPPORTUNITIES FD $6,175 JOHN HANCOCK INTL GROWTH FUND $6,403 OTHER $3,110 ----------- Total $95,555 SCHEDULE M, PART I, LINE 23 SCIENTIFIC SPECIMENS FULLY-ARTICULATED, NATURAL BONE, ADULT HUMAN SKELETON WITH STAND FORM 990, PART I, LINE 1 Organization's Mission MOUNT ST. JOSEPH UNIVERSITY IS A CATHOLIC ACADEMIC COMMUNITY GROUNDED IN THE SPIRITUAL VALUES AND VISION OF ITS FOUNDERS, THE SISTERS OF CHARITY. THE UNIVERSITY 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, THE INTEGRATION OF LIFE AND LEARNING, RESPECT AND CONCERN FOR ALL PERSONS, DIVERSITY OF CULTURES AND BELIEFS, AND SERVICE TO OTHERS. FORM 990, PART VI, LINE 2 THE UNIVERSITY 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 NORMAL IN THE COURSE OF BUSINESS. TRUSTEES TIM AUG, BRIAN DOYLE and STEVE MULLINGER HAVE A BUSINESS RELATIONSHIP WITH MSJ. FORM 990, PART VI, LINE 6 MEMBERS OR STOCKHOLDERS THE MEMBERS OF THE UNIVERSITY CORPORATION ARE THE MEMBERS OF THE CORPORATION BOARD FOR SPONSORED MINISTRIES APPOINTED BY THE SISTERS OF CHARITY OF CINCINNATI, OHIO. FORM 990, PARTI VI, LINE 7A POWER TO ELECT OR APPOINT MEMBERS THE BOARD OF TRUSTEES OF THE UNIVERSITY ARE ELECTED BY THE MEMBERS OF THE CORPORATION BOARD FOR SPONSORED MINISTRIES OF THE SISTERS OF CHARITY OF CINCINNATI, OHIO. FORM 990, PART VI, LINE 7B DECISIONS RESERVED TO MEMBERS OR STOCKHOLDERS THE SISTERS OF CHARITY OF CINCINNATI, OHIO IS THE SPONSORING ORDER OF THE UNIVERSITY. 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. OTHER APPROVAL POWERS VESTED IN THE SISTERS OF CHARITY LEADERSHIP COUNCIL INCLUDE ANY CHANGES TO THE MISSION, PHILOSOPHICAL DIRECTION OR PURPOSES; ESTABLISHING SEPARATE CORPORATIONS; ADOPTION REPEAL, OR AMENDMENT OF THE ARTICLES OF INCORPORATION OR CODE OF REGULATION; ACQUIRING CAPITAL FINANCING AND THE AMORTIZATION OF DEBT; THE PURCHASES, SALE, LEASE OR DISPOSITION OF REAL PROPERTY OR OTHER ASSETS OR THE INCURRING OF DEBT OR OTHER OBLIGATIoNS THAT EXCEED THE MONETARY LIMIT SET ANNUALLY BY THE LEADERSHIP COUNCIL; APPOINTMENT OF EXTERNAL AUDITORS; OR ANY ITEMS IN THE CAPITAL OR OPERATING BUDGET INFERRING A SUBSIDY FROM CONGREGATIONAL FUNDS. FORM 990, PART VI, LINE 11B PROCESS USED TO REVIEW THE FORM 990 DRAFT COPIES OF THE FORM 990 ARE PRESENTED TO THE financial sustainability committee AND/OR THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR THE 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. FORM 990, PART VI, LINE 12C MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY ALL OFFICERS, TRUSTEES, EMPLOYEES, AND NON-TRUSTEE BOARD COMMITTEE MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY. THE VP of compliance risk and legal affairs/general counsel IS RESPONSIBLE FOR DISTRIBUTION, COLLECTION, AND REVIEW OF ALL COMPLETED STATEMENTS. UPON REVIEW, OFFICER, TRUSTEE, AND NON-TRUSTEE BOARD COMMITTEE MEMBERS STATEMENTS ARE FORWARDED TO THE financial sustainability COMMITTEE CHAIR FOR FURTHER REVIEW AND DOCUMENTATION OF ANY CONFLICTS. A CONFLICT IS DETERMINED TO EXIST WHEN A PERSON HAS A BUSINESS RELATIONSHIP WITH THE UNIVERSITY EITHER PERSONALLY OR THROUGH HIS OR HER EMPLOYER. ANYONE WHO HAS BEEN DETERMINED TO HAVE A CONFLICT SHALL RECUSE HIM OR HER SELF FROM VOTES RELATING TO THE CONFLICT. SUCH RECUSAL IS DOCUMENTED IN BOARD MINUTES. FORM 990, PART VI, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE UNIVERSITY USED INDEPENDENT DATA FROM LIKE INSTITUTIONS FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS TO DETERMINE COMPENSATION RANGES.THE UNIVERSITY HAS AN ANNUAL PROCESS FOR INDEPENDENT REVIEW OF OFFICER SALARIES WHEREBY THE EXECUTIVE COMMITTEE COMPARES SALARY DATA FOR THE PRESIDENT AND OTHER UNIVERSITY OFFICERS TO ACTUAL SALARY AMOUNTS. UNDER NORMAL CIRCUMSTANCES THESE AMOUNTS ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. DR. WILLIAMS RECEIVED AN INCREASE PER HIS CONTRACT. FORM 990, PART VI, LINE 19 PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE UNIVERSITY WILL DISCLOSE REFERENCED DOCUMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION B IT IS POSSIBLE THAT A PORTION OF THE AMOUNTS REPORTED FOR CONSTRUCTION MAY INCLUDE EXPENSE REIMBURSEMENT, IN ADDITION TO AMOUNTS PAID FOR SERVICES. HOWEVER, THE AMOUNTS ARE NOT DISTINGUISHABLE. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES Change in beneficial interest in trust $ 58,777 Change in ANNUITY LIABILITY $ 24,945 -------- Total $ 83,722 SISTERS OF CHARITY CINCINNATI 5900 DELHI ROAD Mt St Joseph OH 45051 310537158 RELIGIOUS COM OH 501(c)(3) 1 NA false false false true false false false false false false true true false false false false true false false false SISTERS OF CHARITY OF CINCINNATI C 67455 FMV