2019-05-09T14:13:26-05:00 2018-06-30 ERNST & YOUNG US LLP 1900 SCRIPPS CENTER 312 WALNUT ST CINCINNATI OH 45202 990 2017-07-01 237179567 Mount St Joseph University % JEFFREY C BRIGGS MOUN 5132444200 5701 DELHI ROAD CINCINNATI OH 452331670 JEFFREY C BRIGGS CFO 5132444200 2019-05-09 true Lindsey J Pigg P01268923 5136121400 72.196.153.178 31049020191295000000 2019-05-09 P 79704D1B1FD29BF7C0C26D7B259B714D6034963E 39EE7DD29E90BE0401C8CC276E6B939C34F22AC1 2017 2019-02-21 02:37:17Z H JAMES WILLIAMS 5701 DELHI ROAD CINCINNATI OH 452331670 80091181 false X WWW.MSJ.EDU X 1972 OH SEE SCHEDULE O 31 30 1172 48 126933 -40744 4718173 6449714 43873201 45507252 2717384 5491798 699925 572010 52008683 58020774 12674176 13406042 0 0 23622264 24602904 0 0 1058016 13921885 13682575 50218325 51691521 1790358 6329253 89275979 86882065 21031417 12431230 68244562 74450835 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 29041189 13406042 30978053 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 1,324 for the 2017-2018 academic year. 12153304 3326046 STUDENT AND RESIDENCE LIFE - INCLUDES ADMISSION AND ENROLLMENT OF STUDENTS AS WELL AS PERSONAL AND CAREER SUPPORT. ALSO INCLUDES VARIOUS CAMPUS ACTIVITIES AND 22 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. 4457031 11203153 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 693 for the 2017-2018 academic year. 45651524 true true false false false false false false false true true false false false true 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 true false false false false true false false false true 148 0 true 1172 true true true false false false false true true false false false false X 31 30 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 45233 LINDA ANTUS TRUSTEE 1.0 0.0 X 0 0 0 TIMOTHY G AUG trustee 1.0 0.0 X 0 0 0 JOANNE M BURROWS SC TRUSTEE 1.0 0.0 X 0 0 0 JANET D CASTELLINI TRUSTEE 1.0 0.0 X 0 0 0 MARK C CLEMENT TRUSTEE 1.0 0.0 X 0 0 0 D BROCK DENTON TRUSTEE 1.0 0.0 X 0 0 0 BRIAN A DOYLE TRUSTEE 1.0 0.0 X 0 0 0 GEORGE S ELLIOTT TRUSTEE 1.0 0.0 X 0 0 0 MARY ANN FLANNERY SC TRUSTEE 1.0 0.0 X 0 0 0 MONICA J GARNES TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL J HABEL TRUSTEE 1.0 0.0 X 0 0 0 MARTIN F HOLLENBECK TRUSTEE 1.0 0.0 X 0 0 0 MARY E IVERS TRUSTEE 1.0 0.0 X 0 0 0 BERNARD J JOYCE TRUSTEE 1.0 0.0 X 0 0 0 FRANK G JULIAN TRUSTEE 1.0 0.0 X 0 0 0 CATHERINE KIRBY SC TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL T LAROSA 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 BERNADETTE L PLAIR TRUSTEE 1.0 0.0 X 0 0 0 CAROLINE K PRATT TRUSTEE 1.0 0.0 X 0 0 0 KENNETH J RYAN TRUSTEE 1.0 0.0 X 0 0 0 MARY DOLORES SCHNEIDER SC TRUSTEE 1.0 0.0 X 0 0 0 TIMORTHY J SCHROEDER TRUSTEE 1.0 0.0 X 0 0 0 STEVEN M SUETHOLZ TRUSTEE 1.0 0.0 X 0 0 0 ERIC R THIEMANN TRUSTEE 1.0 0.0 X 0 0 0 PATRICIA WITTBERG SC TRUSTEE 1.0 0.0 X 0 0 0 JOHN J YOUNG TRUSTEE 1.0 0.0 X 0 0 0 JASON P NIEHAUS chairperson 1.0 0.0 X X 0 0 0 H JAMES WILLIAMS President 48.0 0.0 X X 318924 0 31121 ANNE MARIE WAGNER end 122017 treasurer & cfo 48.0 0.0 X 143257 0 17502 LINDA PANZECA End 042018 secretary & CCO 48.0 0.0 X 114157 0 7991 JEFFREY C BRIGGS treasurer & cfo 48.0 0.0 X 23071 0 3273 PAIGE L ELLERMAN secretary/vp affairs/Gen Couns 48.0 0.0 X 0 0 0 DIANA DAVIS provost 48.0 0.0 X 140604 0 14371 RAYE ALLEN vp of inst. advancement 48.0 0.0 X 137836 0 7329 GENE KRITSKY dean behav. & natural sciences 48.0 0.0 X 129227 0 23092 PATRICK CAFFERTY chair/program director physici 48.0 0.0 X 124853 0 23214 ROSANNE M THOMAS chair physical therapy 48.0 0.0 X 113390 0 23895 darla vale dean of health sciences 48.0 0.0 X 118004 0 13296 1363323 0 165084 14 false true true AVI Food Systems 2950 Elm Road NE Warren OH 44483 Food Service/Caterin 1088970 BHDP Architecture 302 West Third Street Suite 500 Cincinnati OH 45202 Architectural Design 392034 CDW Government Inc 75 Remittance Drive Suite 1515 Chicago IL 60675 Technology Services 306221 Imbus Roofing Company Inc 5 Charlin Drive Wilder KY 41076 Roofing 216319 Catholic Health Initiatives 3900 Olympic Blvd Suite 400 Erlanger KY 41018 Healthcare System 205288 19 158105 4357625 429101 1504883 28105 6449714 UNDERGRADUATE EDUCATION 900099 30978053 30978053 0 0 STUDENT AND RESIDENT LIFE 900099 3326046 3326046 0 0 GRADUATE EDUCATION 900099 11203153 11203153 0 0 45507252 887638 887638 0 0 0 0 0 26548548 21944388 4604160 4604160 4604160 69517 158105 126019 -56502 -56502 0 0 0 0 0 0 FACILITIES RENTAL 531190 165069 0 126933 38136 BOOKSTORE 611710 34269 0 0 34269 OTHER 900099 429174 0 0 429174 628512 58020774 45507252 126933 5936875 0 0 13406042 13406042 0 0 0 0 842142 0 842142 0 0 0 0 0 19204150 17523100 1031718 649332 922732 842944 47530 32258 2240552 1913251 254085 73216 1393328 1214018 132852 46458 0 0 0 0 52276 0 52276 0 101273 0 101273 0 0 0 0 0 35411 0 35411 0 1361663 780572 545047 36044 1150372 1025058 42872 82442 2322229 2275300 25625 21304 252171 252171 0 0 0 0 0 0 750693 559130 190003 1560 607343 594603 8472 4268 0 0 0 0 201990 161213 37126 3651 329628 0 329628 0 0 0 0 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2024109 2024109 16100323 9840915 6259408 42900528 34182993 8717535 18194078 16131103 2062975 10910910 8129570 2781340 21845367 0 DEPOSITS 511083 511083 X 58318730 297956 297956 58020774 0 0 58020774 51817540 126019 126019 51691521 0 0 51691521 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, 2018 and 2017, 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 Changes in FMV of financial instrument $151,538 Change in beneficial interest in trust $ 7,081 Change in Annuities Payable $ 13,318 Fundraising event expenses $126,019 -------- Total $297,956 Schedule D, part xii, line 2d Other reconciling items from 990 to financial statements fundraising event expenses $126,019 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 committment 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), PELL, and Upward Bound. schlrshp dinner 180368 134386 45982 10312 6860 38215 45087 ftball glf otn 10076 5028 5048 5266 6 37178 18691 18487 20279 227622 158105 69517 10312 6860 63760 45087 126019 -56502 true Student Aid 1458 13406042 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 ANNE MARIE WAGNER end 122017 treasurer & cfo 143257 0 0 10337 7165 160759 0 DIANA DAVIS provost 140604 0 0 9975 4396 154975 0 GENE KRITSKY dean behav. & natural sciences 129227 0 0 9052 14040 152319 0 H JAMES WILLIAMS President 276106 0 42818 15675 15446 350045 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 13030000 0 0 0 0 0 175550 0 0 0 17024450 0 2009 true false true true A false false true true false 0.00050 0.00010 0.00060 false false false false A false false true false true true 53 bank 0. false true 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. SCHEDULE K, PART IV, LINE 3 BOND ISSUE VARIABLE RATE THE BOND ISSUANCE IS COMPRISED OF THE FOLLOWING: SERIES B OF THE BONDS ARE VARIABLE: $10,000,000 Schedule L, Part IV, line 4 Hedge Termination The hedge was terminated on 02/01/2018. X 1060 COST/SELLING PRICE X 5 16231 COST/SELLING PRICE X 2 1320 COST/SELLING PRICE X in kind misc 1 1002 COST/SELLING PRICE X in kind print & ads 6 8492 cost/selling price false true false 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, KEN RYAN and steve mullinger HAVE A BUSINESS RELATIONSHIP WITH MSJ. TRUSTEES MARTY HOLLENBECK AND STEVE SUETHOLZ HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER. 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, part 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. FOR THE YEAR ENDED JUNE 30, 2018, NO CHANGES were made to OFFICER SALARIES, AND A FORMAL REVIEW OF SALARY AMOUNTS WAS NOT PERFORMED BY THE EXECUTIVE COMMITTEE. 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 XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES GAIN ON SWAPS (FINANCIAL INSTRUMENTS) $151,538 CHANGE IN BENEFICIAL INTEREST IN TRUST $ 7,081 CHANGE IN ANNUITIES PAYABLE $ 13,317 ---------- TOTAL $171,936 Sisters of Charity Cincinnati 5900 Delhi Road Cincinnati 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 60000 FMV