WALSH UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WALSH UNIVERSITY (EIN 34-0868798)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-30
- IRS object ID
- 201510309349300546
- Schema version
- 2013v4.0
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-30T13:26:16-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340641962 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUNER COX LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 35429 | AddressLine1 |
| City | CANTON | City |
| State | OH | State |
| ZIP Code | 447355429 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340868798 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALSH UNIVERSITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALS | BusinessNameControlTxt |
| Phone | 3304997090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 EAST MAPLE ST | AddressLine1 |
| City | NORTH CANTON | City |
| State | OH | State |
| ZIP Code | 447203396 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE BROWN | PersonNm |
| Person Title | VP FINANCE & BUSINESS AFFAIRS | PersonTitleTxt |
| Phone | 3304997134 | PhoneNum |
| Signature | 2015-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA M HILLING | PreparerPersonNm |
| PTIN | P01624111 | PTIN |
| Phone | 3304972000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD JUSSEAUME | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 EAST MAPLE ST | AddressLine1 |
| City | NORTH CANTON | City |
| State | OH | State |
| ZIP Code | 447203396 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $84,906,099 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WALSH.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | WALSH UNIVERSITY IS AN INDEPENDENT, COEDUCATIONAL CATHOLIC, LIBERAL ARTS AND SCIENCES INSTITUTION. FOUNDED BY THE BROTHERS OF CHRISTIAN INSTRUCTION, WALSH UNIVERSITY IS DEDICATED TO EDUCATING ITS STUDENTS TO BECOME LEADERS IN SERVICE TO OTHERS THROUGH A VALUES-BASED EDUCATION WITH AN INTERNATIONAL PERSPECTIVE IN THE JUDEO-CHRISTIAN TRADITION. WALSH UNIVERSITY BELIEVES IN THE DESIRABILITY OF A SMALL UNIVERSITY THAT PROMOTES ACADEMIC EXCELLENCE, A DIVERSE COMMUNITY AND CLOSE STUDENT-TEACHER INTERACTIONS. THE UNIVERSITY PROVIDES ITS STUDENTS A HIGHER EDUCATION THAT FOSTERS CRITICAL THINKING, EFFECTIVE COMMUNICATION, SPIRITUAL GROWTH, AND PERSONAL, PROFESSIONAL AND CULTURAL DEVELOPMENT. WALSH UNIVERSITY ENCOURAGES INDIVIDUALS TO ACT IN ACCORDANCE WITH REASON GUIDED BY THE EXAMPLE AND TEACHINGS OF JESUS CHRIST. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 1769 | TotalEmployeeCnt |
| Total Volunteers | 310 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,237,943 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,155,028 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $68,511,700 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $72,144,114 | CYProgramServiceRevenueAmt |
| PY Investment Income | $901,258 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,198,912 | CYInvestmentIncomeAmt |
| PY Other Revenue | $521,307 | PYOtherRevenueAmt |
| CY Other Revenue | $823,852 | CYOtherRevenueAmt |
| PY Total Revenue | $72,172,208 | PYTotalRevenueAmt |
| CY Total Revenue | $82,321,906 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $22,805,945 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,934,710 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,910,464 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,598,268 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $29,454 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $97,528 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,093,868 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,494,409 | PYOtherExpensesAmt |
| CY Other Expenses | $19,223,742 | CYOtherExpensesAmt |
| PY Total Expenses | $68,240,272 | PYTotalExpensesAmt |
| CY Total Expenses | $72,854,248 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,931,936 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,467,658 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $98,188,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,547,130 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,050,289 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,409,930 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $68,138,307 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $79,137,200 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WALSH UNIVERSITY IS AN INDEPENDENT, COEDUCATIONAL CATHOLIC, LIBERAL ARTS AND SCIENCES INSTITUTION. FOUNDED BY THE BROTHERS OF CHRISTIAN INSTRUCTION, WALSH UNIVERSITY IS DEDICATED TO EDUCATING ITS STUDENTS TO BECOME LEADERS IN SERVICE TO OTHERS THROUGH A VALUES-BASED EDUCATION WITH AN INTERNATIONAL PERSPECTIVE IN THE JUDEO-CHRISTIAN TRADITION. WALSH UNIVERSITY BELIEVES IN THE DESIRABILITY OF A SMALL UNIVERSITY THAT PROMOTES ACADEMIC EXCELLENCE, A DIVERSE COMMUNITY AND CLOSE STUDENT-TEACHER INTERACTIONS. THE UNIVERSITY PROVIDES ITS STUDENTS A HIGHER EDUCATION THAT FOSTERS CRITICAL THINKING, EFFECTIVE COMMUNICATION, SPIRITUAL GROWTH, AND PERSONAL, PROFESSIONAL AND CULTURAL DEVELOPMENT. WALSH UNIVERSITY ENCOURAGES INDIVIDUALS TO ACT IN ACCORDANCE WITH REASON GUIDED BY THE EXAMPLE AND TEACHINGS OF JESUS CHRIST. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $65,172,651 | ExpenseAmt |
| Grant | $24,934,710 | GrantAmt |
| Revenue | $72,144,114 | RevenueAmt |
| Desc | THE UNIVERSITY PROVIDES APPROXIMATELY 3,000 STUDENTS ON FIVE CAMPUS LOCATIONS A HIGHER EDUCATION THAT FOSTERS CRITICAL THINKING, EFFECTIVE COMMUNICATION, SPIRITUAL GROWTH, AND PERSONAL, PROFESSIONAL AND CULTURAL DEVELOPMENT. THE UNIVERSITY OFFERS THE FOLLOWING DEGREES: ASSOCIATE OF ARTS, ASSOCIATE OF SCIENCE IN COMPUTER SCIENCE, BACHELOR OF ARTS, BACHELOR OF SCIENCE, BACHELOR OF SCIENCE IN EDUCATION, BACHELOR OF SCIENCE IN NURSING, MASTER OF ARTS IN EDUCATION, MASTER OF BUSINESS ADMINISTRATION (MBA), MASTER OF ARTS IN COUNSELING AND HUMAN DEVELOPMENT, MASTER OF ARTS IN THEOLOGY, MASTER OF SCIENCE IN NURSING, DOCTOR OF NURSING PRACTICE, AND DOCTOR OF PHYSICAL THERAPY.WALSH UNIVERSITY IS ACCREDITED BY THE FOLLOWING: NORTH CENTRAL ASSOCIATION/HIGHER LEARNING COMMISSION, NATIONAL LEAGUE FOR NURSING ACCREDITING COMMISSION, THE COMMISSION ON ACCREDITATION IN PHYSICAL THERAPY EDUCATION, COUNCIL FOR ACCREDITATION OF COUNSELING AND RELATED EDUCATIONAL PROGRAMS, OHIO DEPARTMENT OF EDUCATION, OHIO BOARD OF COUNSELING & SOCIAL WORK, AND AMERICAN PHYSICAL THERAPY ASSOCIATION.WALSH UNIVERSITY'S LIBRARY HOUSES 129,225 VOLUMES, 188 PAPER SUBSCRIPTIONS, 24,992 PAID ELECTRONIC JOURNAL SUBSCRIPTIONS, 50,000 LINKS TO OPEN ACCESS TITLES, 330,529 ELECTRONIC BOOKS, 153 ELECTRONIC DATABASES, 4,508 AUDIO VISUAL TITLES ON PHYSICAL MEDIA AND 16,406 STREAMING EDUCATIONAL VIDEOS. THE WALSH LIBRARY IS A MEMBER OF OCLC, OHIOLINK, OHIONET AND OPAL (OHIO PRIVATE ACADEMIC LIBRARIES) AND ALL LIBRARY RESOURCES ARE SEARCHABLE THROUGH THE INTERNET.THE STUDENT AFFAIRS TEAM IS A DIVERSE COLLECTION OF EDUCATORS COMMITTED TO THE HOLISTIC DEVELOPMENT OF STUDENTS, FIRMLY BELIEVING THAT ALL STUDENTS HAVE THE POTENTIAL TO BECOME VALUABLE ASSETS TO OUR WORLD COMMUNITY. MEMBERS OF THE STUDENT AFFAIRS TEAM EMBODY THE CHRISTIAN VALUES ESPOUSED IN THE UNIVERSITY MISSION STATEMENT, ENFLESHED BY OUR CARE AND CONCERN FOR STUDENTS, RELATIONSHIPS, AND THE COMMUNITY. WALSH UNIVERSITY PROVIDES OVER 1,000 STUDENTS WITH HOUSING AND DINING SERVICES. SEVERAL OF THE NINE RESIDENCE HALLS ARE NEWLY CONSTRUCTED AND OFFER APARTMENT-STYLE AND SUITE-STYLE LIVING. DINING SERVICE FACILITIES INCLUDE THE SCHERVISH DINING HALL, THE BETZLER GRILLE, THE CAVALIER CAFE AND THE C-STORE OFFERING VARIOUS MEAL PLAN SELECTIONS AND DINING INNOVATIONS.WALSH UNIVERSITY'S ATHLETIC PROGRAM OFFERS 20 DIFFERENT MEN'S AND WOMEN'S ATHLETIC TEAMS AND CONTINUES TO ENJOY A WINNING TRADITION. WALSH HAS WON THE AMERICAN MIDEAST CONFERENCE (AMC) ALL-SPORTS AWARD AND NUMEROUS SPORTS CONFERENCE CHAMPIONSHIPS. IN 1998 WALSH WON ITS FIRST NAIA NATIONAL CHAMPIONSHIP BY WINNING THE WOMEN'S BASKETBALL TITLE, AND IN 2005 THE MEN'S BASKETBALL TEAM FOLLOWED WITH A NATIONAL CHAMPIONSHIP. IN 2011, THE MEN'S BASKETBALL TEAM CAPTURED ITS SEVENTH CONSECUTIVE AMC CHAMPIONSHIP TITLE AND ADVANCED AS FAR AS THE SWEET 16 OF THE NAIA CHAMPIONSHIP TOURNAMENT. IN ADDITION, THE WOMEN'S BASKETBALL TEAM WON ITS FIRST REGULAR AMC CHAMPIONSHIP SINCE 1989 AND REACHED THE FINAL FOUR IN THE NAIA CHAMPIONSHIP TOURNAMENT. WALSH'S 30 WINS ARE THE MOST IN SCHOOL HISTORY. THE WOMEN'S BASKETBALL TEAM WAS ONE OF FOUR NUMBER ONE SEEDS AT THE NATIONAL TOURNAMENT. WHILE STILL A MEMBER OF THE AMERICAN MIDEAST CONFERENCE THE CAVS PRODUCED CHAMPIONS IN MEN'S SOCCER, MEN'S BASKETBALL, MEN AND WOMEN'S TRACK, VOLLEYBALL AND SOFTBALL.WALSH UNIVERSITY ATHLETICS WAS GRANTED FULL MEMBERSHIP INTO THE NCAA DIVISION II AT THE BEGINNING OF THE 2013-2014 ACADEMIC YEAR. AS FULL MEMBERS OF THE GREAT LAKES INTERCOLLEGIATE ATHLETIC CONFERENCE (GLIAC), 19 OF OUR 20 SPORTS COMPETE FOR GLIAC CONFERENCE CHAMPIONSHIPS, WITH THE EXCEPTION BEING THE MEN'S LACROSSE PROGRAM, WHICH COMPETES AS MEMBERS OF THE EASTERN COLLEGIATE ATHLETIC CONFERENCE (ECAC). SEVERAL CAMPUS CONSTRUCTION AND RENOVATION PROJECTS WERE EITHER COMPLETED OR STARTED DURING FISCAL YEAR 2014. WITH STUDENT ENGAGEMENT IN MIND, THE AMPHITHEATER IN THE BETZLER SOCIAL AND BEHAVIORAL SCIENCE CENTER WAS TRANSFORMED INTO AN ACTIVE LEARNING SPACE. THIS FLEXIBLE LEARNING SPACE IS A BYOD (BRING YOUR OWN DEVICE) WIRELESS ROOM FOR ANY SMART DEVICE, SUCH AS TABLETS, LAPTOPS OR SMARTPHONES. FACULTY MEMBERS WILL USE TECHNOLOGY AND COLLABORATIVE LEARNING STRATEGIES IN COURSEWORK THAT BEST UTILIZES THE ROOM AND ITS TECHNOLOGY. OTHER MAJOR PROJECTS COMPLETED INCLUDE CONSTRUCTION OF A FULL USE RESTROOM FACILITY ON THE NORTH PROPERTY, KNOWN AS HOOVER PARK, TO ACCOMMODATE THE PARK AND ATHLETIC FIELDS AND THE ADDITION OF A NEW PARKING LOT. THROUGHOUT THE YEAR, WALSH PURCHASED A SIGNIFICANT AMOUNT OF EQUIPMENT IN SUPPORT OF ACADEMIC, RESIDENCE LIFE AND ATHLETIC PROGRAMS, WITH THE MOST EXCITING BEING THE ANATOMAGE TABLES. THESE VIRTUAL DISSECTION TABLES DISPLAY 3-D IMAGES OF HUMAN ANATOMY WITH STUNNING DETAIL IN A MULTITUDE OF LAYERS, VIEWS AND PERSPECTIVES.THE UNIVERSITY ALSO CONTINUES TO ASSESS THE DESIGN OF THE GLOBAL LEARNING CENTER, A CENTER THAT WILL PROVIDE STUDENTS WITH A UNIQUE CURRICULUM SET IN AN INTERACTIVE, TECHNOLOGY-DRIVEN SPACE THAT DEVELOPS AND INSPIRES COMPETENCE IN THE GLOBAL MARKETPLACE. ADDITIONALLY, THE CENTER WILL WELCOME LOCAL AND INTERNATIONAL BUSINESSES TO UTILIZE THE FACILITY - AND EVEN TO INCUBATE THEIR NEW VENTURES.FINALLY, WE BEGAN CONSTRUCTION OF THE CENTER FOR SCIENCE INNOVATION, A 15,300 SQUARE FOOT ADDITION TO THE TIMKEN NATURAL SCIENCE CENTER, TO ACCOMMODATE THE EXPONENTIAL GROWTH AND EXPANSION OF WALSH UNIVERSITY'S SCIENCE PROGRAMS OVER THE LAST SEVERAL YEARS. THIS ADDITION WILL FACILITATE STUDENT LEARNING THROUGH THE ADDITION OF LEARNING AND RESEARCH LABS, AN ADVANCED CHEMISTRY LAB, OFFICE SPACE FOR FACULTY AND CORPORATE RESEARCH PARTNERS, AND A SPACE TO SHOWCASE THE RESEARCH INNOVATION HAPPENING ON WALSH'S CAMPUS. THE BUILDING WILL BE OPERATIONAL FOR SPRING SEMESTER 2015. | Desc |
| Total Program Service Expenses | $65,172,651 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 116 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1769 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | IT | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE BROWN VP FOR FINANCE & BUSINESS AFFAIRS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3304907134 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WALSH UNIVERSITY INC | AddressLine1 |
| City | NORTH CANTON | City |
| State | OH | State |
| ZIP Code | 447203396 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DANIEL P CUNNINGHAM | ||||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEONARD MILAZZO | ||||||||
| VICE-CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT F BELDEN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS BIERY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BR LEVI BOUDREAU | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BR DANIEL CARON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD L CASTER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS E CECCONI | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MSGR JAMES CLARKE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK D'ANGELO | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELAINE DALPIAZ | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RON DEES | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER DEVILLE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN E DOWLING | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY FAUTSKO | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GRETCHEN A GRAHAM | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH BARNES LANCASTER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BR JEROME LESSARD | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDGE SARA LIOI | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY W LUNTZ | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD A MAHONEY III | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BISHOP GEORGE MURRY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL A PETRECCA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALFONSO REVOLLO | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BR GUY RODDY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| E JEFFREY ROSSI | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD J ROTH III | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL L RUFLIN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MARK JOSEPH SHEPARD MD | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THEODORE STULTS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FR JAMES SULLIVAN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TED SWALDO | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BR MARCEL SYLVESTRE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARLENE TOOT | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD WALKER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS ZACHARILLA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD L JUSSEAUME | ||||||||
| PRESIDENT | 40.00 | 0.00 | $309,222 | $0 | $82,895 | Yes (X) | ||
| LAURENCE BOVE | ||||||||
| SECRETARY/PROVOST | 40.00 | 0.00 | $165,650 | $0 | $61,984 | Yes (X) | ||
| MICHELLE BROWN | ||||||||
| TREASURER/VP FOR FINANCE | 40.00 | 0.00 | $127,273 | $0 | $10,327 | Yes (X) | ||
| MICHELLE LENARZ | ||||||||
| PROFESSOR/FACULTY REP. | 40.00 | 0.00 | $68,151 | $0 | $7,880 | Yes (X) | ||
| CHAD COOK | ||||||||
| DIVISION CHAIR OF PHYSICAL THERAPY | 40.00 | 0.00 | $126,322 | $0 | $20,282 | Yes (X) | ||
| BRETT FRESHOUR | ||||||||
| VP FOR ENROLLMENT MGMT | 40.00 | 0.00 | $109,982 | $0 | $25,966 | Yes (X) | ||
| DALE HOWARD | ||||||||
| VP FOR ATHLETICS | 40.00 | 0.00 | $113,249 | $0 | $27,813 | Yes (X) | ||
| CHRISTOPHER L PETROSINO | ||||||||
| DEAN OF GRADUATE STUDIES | 40.00 | 0.00 | $108,071 | $0 | $22,305 | Yes (X) | ||
| ERIC BELDEN | ||||||||
| VP FOR ADVANCEMENT | 40.00 | 0.00 | $117,574 | $0 | $5,455 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,245,494 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $264,907 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXHO INC & AFFILIATES | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | DINING SERVICES | $2,502,120 |
| FRED OLIVIERI CONSTRUCTION CO | |||||
| 6315 PROMWAY AVE NW | NORTH CANTON | OH | 44720 | CONSTRUCTION CONTRACTOR | $407,594 |
| ANDERSON COACH & TRAVEL | |||||
| ONE ANDERSON PLAZA | GREENVILLE | PA | 16125 | BUS SERVICES | $161,004 |
| MERCY MEDICAL CENTER | |||||
| 1320 MERCY DR NW | CANTON | OH | 44708 | ATHLETIC TRAINING | $132,755 |
| RICHARD L BOWEN & ASSOCIATES INC | |||||
| 13000 SHAKER BLVD | CLEVELAND | OH | 44120 | ENGINEERING | $101,741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $4,982 | FundraisingAmt |
| Government Grants | $325,029 | GovernmentGrantsAmt |
| All Other Contributions | $7,825,017 | AllOtherContributionsAmt |
| Noncash Contributions | $632,944 | NoncashContributionsAmt |
| Total Contributions | $8,155,028 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $60,261,990 | $60,261,990 |
| SALES/SERVICE AUXILIARY | 611310 | $11,882,124 | $11,882,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $72,144,114 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $554,532 | TotalRevenueColumnAmt |
| Exclusion | $554,532 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $560,272 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $710,083 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$149,811 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$149,811 | TotalRevenueColumnAmt |
| Exclusion | -$149,811 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,367,037 | SecuritiesAmt |
| Other | $65,400 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,772,152 | SecuritiesAmt |
| Other | $15,905 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $594,885 | SecuritiesAmt |
| Other | $49,495 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $644,380 | TotalRevenueColumnAmt |
| Exclusion | $644,380 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $94,821 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,982 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $86,053 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,768 | TotalRevenueColumnAmt |
| Exclusion | $8,768 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER REVENUE | 611310 | $946,463 | $946,463 |
| INTEREST INCOME STUDENT LOANS | 611310 | $17,534 | $17,534 |
| FINES/FEES | 611310 | $898 | $898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $964,895 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,321,906 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,144,114 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,022,764 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,493 | TotalAmt |
| Program Services | $18,493 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,916,217 | TotalAmt |
| Program Services | $24,916,217 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $795,210 | TotalAmt |
| Program Services | $203,592 | ProgramServicesAmt |
| Management And General | $591,618 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,363,001 | TotalAmt |
| Program Services | $19,922,368 | ProgramServicesAmt |
| Management And General | $1,871,161 | ManagementAndGeneralAmt |
| Fundraising | $569,472 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $953,542 | TotalAmt |
| Program Services | $835,368 | ProgramServicesAmt |
| Management And General | $92,098 | ManagementAndGeneralAmt |
| Fundraising | $26,076 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,743,292 | TotalAmt |
| Program Services | $2,386,756 | ProgramServicesAmt |
| Management And General | $281,435 | ManagementAndGeneralAmt |
| Fundraising | $75,101 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,743,223 | TotalAmt |
| Program Services | $1,536,549 | ProgramServicesAmt |
| Management And General | $161,710 | ManagementAndGeneralAmt |
| Fundraising | $44,964 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,746 | TotalAmt |
| Management And General | $13,746 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,248 | TotalAmt |
| Management And General | $151,248 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,528 | TotalAmt |
| Fundraising | $97,528 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,910,394 | TotalAmt |
| Program Services | $1,395,014 | ProgramServicesAmt |
| Management And General | $483,063 | ManagementAndGeneralAmt |
| Fundraising | $32,317 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,801 | TotalAmt |
| Program Services | $401,243 | ProgramServicesAmt |
| Management And General | $270,970 | ManagementAndGeneralAmt |
| Fundraising | $8,588 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,203,920 | TotalAmt |
| Program Services | $1,762,191 | ProgramServicesAmt |
| Management And General | $1,364,443 | ManagementAndGeneralAmt |
| Fundraising | $77,286 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,877,088 | TotalAmt |
| Program Services | $1,858,073 | ProgramServicesAmt |
| Management And General | $15,262 | ManagementAndGeneralAmt |
| Fundraising | $3,753 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,606,864 | TotalAmt |
| Program Services | $1,457,208 | ProgramServicesAmt |
| Management And General | $105,238 | ManagementAndGeneralAmt |
| Fundraising | $44,418 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,457 | TotalAmt |
| Program Services | $332,457 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,302,103 | TotalAmt |
| Program Services | $3,294,164 | ProgramServicesAmt |
| Management And General | $6,727 | ManagementAndGeneralAmt |
| Fundraising | $1,212 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,953 | TotalAmt |
| Program Services | $79,366 | ProgramServicesAmt |
| Management And General | $203,587 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER AUXILIARY | $3,003,091 | $2,885,148 | $59,368 | $58,575 |
| OTHER INSTRUCTIONAL EXP | $1,337,054 | $1,323,014 | $8,882 | $5,158 |
| OTHER ACADEMIC SUPPORT | $509,603 | $201,301 | $308,129 | $173 |
| BAD DEBT EXPENSE | $491,716 | $466,108 | $25,608 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,704 | TotalAmt |
| Program Services | $364,129 | ProgramServicesAmt |
| Management And General | $132,936 | ManagementAndGeneralAmt |
| Fundraising | $23,639 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,854,248 | TotalAmt |
| Program Services | $65,172,651 | ProgramServicesAmt |
| Management And General | $6,587,729 | ManagementAndGeneralAmt |
| Fundraising | $1,093,868 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,123 | BOYAmt |
| EOY | $66,714 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,592,760 | BOYAmt |
| EOY | $13,057,137 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,493,169 | BOYAmt |
| EOY | $6,226,301 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,671,968 | BOYAmt |
| EOY | $2,975,289 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,494,173 | BOYAmt |
| EOY | $2,365,485 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,819 | BOYAmt |
| EOY | $25,016 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,542 | BOYAmt |
| EOY | $160,248 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $107,793,118 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,697,123 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,321,631 | BOYAmt |
| EOY | $64,095,995 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,084,331 | BOYAmt |
| EOY | $11,286,578 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,913,018 | BOYAmt |
| EOY | $7,830,119 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,062 | BOYAmt |
| EOY | $458,248 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,188,596 | BOYAmt |
| EOY | $108,547,130 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,225,742 | BOYAmt |
| EOY | $3,220,322 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,976 | BOYAmt |
| EOY | $352,578 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,125,000 | BOYAmt |
| EOY | $23,625,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,464,571 | BOYAmt |
| EOY | $2,212,030 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,050,289 | BOYAmt |
| EOY | $29,409,930 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,958,878 | BOYAmt |
| EOY | $55,127,291 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,251,240 | BOYAmt |
| EOY | $11,947,402 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,928,189 | BOYAmt |
| EOY | $12,062,507 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,138,307 | BOYAmt |
| EOY | $79,137,200 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,188,596 | BOYAmt |
| EOY | $108,547,130 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,467,658 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,479,418 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $51,817 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $283,902 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,025,236 | BeginningYearBalanceAmt |
| Contributions | $3,141,038 | ContributionsAmt |
| Investment Earnings Or Losses | $2,552,330 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $388,333 | GrantsOrScholarshipsAmt |
| Other Expenditures | $283,865 | OtherExpendituresAmt |
| End Year Balance | $21,046,406 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,330,792 | BeginningYearBalanceAmt |
| Contributions | $1,654,125 | ContributionsAmt |
| Investment Earnings Or Losses | $1,520,640 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $355,291 | GrantsOrScholarshipsAmt |
| Other Expenditures | $125,030 | OtherExpendituresAmt |
| End Year Balance | $16,025,236 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,528,287 | BeginningYearBalanceAmt |
| Contributions | $1,147,061 | ContributionsAmt |
| Investment Earnings Or Losses | $104,398 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $322,511 | GrantsOrScholarshipsAmt |
| Other Expenditures | $126,443 | OtherExpendituresAmt |
| End Year Balance | $13,330,792 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,917,193 | BeginningYearBalanceAmt |
| Contributions | $2,173,087 | ContributionsAmt |
| Investment Earnings Or Losses | $1,848,465 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $290,332 | GrantsOrScholarshipsAmt |
| Other Expenditures | $120,126 | OtherExpendituresAmt |
| End Year Balance | $12,528,287 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,189,514 | BeginningYearBalanceAmt |
| Contributions | $1,280,315 | ContributionsAmt |
| Investment Earnings Or Losses | $825,164 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $328,229 | GrantsOrScholarshipsAmt |
| Other Expenditures | $49,571 | OtherExpendituresAmt |
| End Year Balance | $8,917,193 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35450 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64550 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,472,021 | OtherCostOrOtherBasisAmt |
| Book Value | $2,472,021 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,341,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,135,466 | DepreciationAmt |
| Book Value | $53,206,347 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,085,650 | OtherCostOrOtherBasisAmt |
| Depreciation | $647,655 | DepreciationAmt |
| Book Value | $437,995 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,928,266 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,501,357 | DepreciationAmt |
| Book Value | $2,426,909 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,965,368 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,412,645 | DepreciationAmt |
| Book Value | $5,552,723 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $64,095,995 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $368,775 | F |
| ASSETS DESIGNATED FOR LONG-TERM INVESTMENT | $7,461,344 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,830,119 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST PAYABLE | $189,337 |
| US GOVT GRANTS REFUNDABLE | $1,079,995 |
| INTEREST RATE SWAP | $625,213 |
| TUITION DEPOSITS | $317,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,212,030 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $59,648,280 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,479,418 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$24,860,460 | OtherRevenueAmt |
| Revenue Not Reported | -$23,381,042 | RevenueNotReportedAmt |
| Revenue Subtotal | $83,029,322 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$707,416 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$707,416 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $82,321,906 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $48,649,387 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $711,176 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $711,176 | ExpensesNotReportedAmt |
| Expenses Subtotal | $47,938,211 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $24,916,037 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $24,916,037 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $72,854,248 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | WALSH UNIVERSITY OWNS THE HOOVER HISTORICAL CENTER OF WALSH UNIVERSITY, WHICH IS A SMALL MUSEUM THAT HOUSES A COLLECTION OF VACUUM CLEANERS AND OTHER ITEMS FROM THE HOOVER COMPANY. THE HOOVER HISTORICAL CENTER WAS DONATED TO WALSH UNIVERSITY IN 2004 AND NOW SUPPORTS THE MUSEUM STUDIES PROGRAM AT THE UNIVERSITY. |
| PART V, LINE 4: | THE MAJORITY OF THE ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS. |
| PART X, LINE 2: | THE UNIVERSITY IS A NONPROFIT ORGANIZATION AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE UNIVERSITY FOLLOWS ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, WHICH ADDRESSES THE INFORMATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE UNIVERSITY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. IN ADDITION, THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS DETERMINED THAT THE EFFECTS OF THIS PRONOUNCEMENT TO BE INSIGNIFICANT, THEREFORE NO ADJUSTMENTS HAVE BEEN RECORDED AND NO FURTHER DISCLOSURES REQUIRED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | TUITION DISCOUNTS -24,916,037. INTEREST RATE SWAP 55,577. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES SHOWN ON 990 PART VIII LN 6B -710,083. FUNDRAISING EXPENSES SHOWN ON 990 PART VIII LN 8B -86,053. REVENUE FROM KENTUCKY DERBY & FASHION SHOW FUNDRAISING EVENTS 39,225. GAIN ON SALE OF FIXED ASSETS 49,495. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES SHOWN ON 990 PART VIII LN 6B 710,083. FUNDRAISING EXPENSES SHOWN ON 990 PART VIII LN 8B 86,053. EXPENSES FROM KENTUCKY DERBY & FASHION SHOW FUNDRAISING EVENTS -35,465. GAIN ON SALE OF FIXED ASSETS -49,495. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION DISCOUNTS 24,916,037. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | LOCAL NEWSPAPERS AND OTHER PRINT MEDIA OF GENERAL CIRCULATION |
| SCHEDULE E, PART I, LINE 6 | FUNDS ARE PROVIDED BY GOVERNMENT AGENCIES UNDER VARIOUS FINANCIAL ASSISTANCE PROGRAMS AND ARE LOANED TO QUALIFIED STUDENTS. THE RECEIPT OF SUCH FUNDS GENERALLY REQUIRES COMPLIANCE AUDITS SO THAT THE TERMS AND CONDITIONS OF THE GRANTOR ARE MET. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 4 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | INSTRUCTIONAL | SpecificServicesProvidedTxt |
| Region Total Expenditures | $723,894 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $723,894 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $723,894 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCALLISTER & QUINN | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1368 NORTH WASHINGTON AVE | AddressLine1 |
| City | SCRANTON | City |
| State | PA | State |
| ZIP Code | 18509 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT SOLICITATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $97,528 | RetainedByContractorAmt |
| Net To Organization | -$97,528 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $97,528 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$97,528 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LAS VEGAS NIGHT | NameOfEvent1Amt |
| Gross Receipts Event1 | $30,006 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,006 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $504 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,993 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $19,949 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | FAREY RAFFLE | NameOfEvent2Amt |
| Gross Receipts Event2 | $25,590 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $25,590 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $5,566 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $17,576 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $44,207 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $4,982 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $39,225 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $35,465 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $99,803 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $4,982 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $94,821 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $504 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,559 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $72,990 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $86,053 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,768 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | TOTAL PAID OF $97,528 CONSISTS OF $96,000 FOR FEES PAID FOR GRANT SOLICITATION SERVICES. THE REMAINING AMOUNT OF $1,528 IS REIMBURSEMENT OF EXPENSES THAT ARE REIMBURSED BASED ON MCALLISTER & QUINN'S ACTUAL EXPENSES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS FOR STUDENTS | 1898 | $22,897,203 |
| DISCOUNTS ON TUITION FOR STUDENTS | 309 | $2,019,013 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD L JUSSEAUME | ||||||||||||||
| PRESIDENT | $215,950 | $0 | $37,000 | $0 | $56,272 | $0 | $55,844 | $0 | $27,051 | $0 | $392,117 | $0 | $0 | $0 |
| LAURENCE BOVE | ||||||||||||||
| SECRETARY/PROVOST | $149,088 | $0 | $15,000 | $0 | $1,562 | $0 | $45,648 | $0 | $16,336 | $0 | $227,634 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT'S CONTRACT INCLUDES A HOUSING ALLOWANCE THAT THE UNIVERSITY PAYS AS PART OF HIS WAGES. ALSO, COUNTRY CLUB DUES ARE PAID BY THE UNIVERSITY, AND THE PRESIDENT IS TAXED ON HIS W-2 FOR THE PERSONAL PORTION OF THOSE DUES. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 346849674 | BondIssuerEIN |
| Bond Issued | 2009-11-19 | BondIssuedDt |
| Issue Price | $30,000,000 | IssuePriceAmt |
| Purpose | REFUNDING ISSUE (SEE PART VI) | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $30,000,000 | TotalProceedsAmt |
| Other Spent Proceeds | $30,000,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00240 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.01250 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.01490 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, (F): | FormAndLineReferenceDesc |
| Explanation | REFUNDED BONDS WERE ISSUED ON 01/10/1999, 04/13/2000, 05/09/2002, 06/05/2003, 07/22/2004, 09/20/2005, 06/29/2006, AND 10/11/2007. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| AULTCARE INSURANCE COMPANY | |||
| EDWARD ROTH III IS A BOARD MEMBER OF WALSH AND EXECUTIVE VP OF AULTCARE | $1,008,414 | THE UNIVERSITY CONTRACTS WITH AULTCARE INSURANCE COMPANY FOR HEALTH AND DENTAL INSURANCE AS WELL AS THE THIRD PARTY ADMINISTRATOR (AULTRA/AULTRA SELF) OF OUR HEALTH AND DEPENDENT CARE FLEXIBLE SPENDING ACCOUNTS. EDWARD J. ROTH, III IS CURRENTLY A MEMBER OF THE UNIVERSITY'S BOARD OF DIRECTORS AND IS THE PRESIDENT OF AULTMAN HEALTH FOUNDATION. THE SELECTION OF AULTCARE WAS MADE PRIOR TO MR. ROTH'S APPOINTMENT TO THE BOARD. EVERY TWO YEARS, THE UNIVERSITY RECEIVES COMPETITIVE QUOTES FROM THE RESULTS OF THE MARKET RESEARCH PERFORMED BY OUR BROKERS. IF AND WHEN ANY ISSUES CONCERNING AULTCARE ARE TAKEN TO THE BOARD, MR. ROTH WILL FOLLOW THE GUIDELINES SET BY THE CONFLICT OF INTEREST POLICY AND WILL ABSTAIN FROM VOTING. | 0 |
| MERCY MEDICAL | |||
| THOMAS CECCONI IS PRESIDENT & CEO OF MERCY MEDICAL AND WALSH BOARD MEMBER | $120,783 | THE UNIVERSITY CONTRACTS WITH MERCY MEDICAL CENTER, INC. TO PROVIDE ATHLETIC TRAINING SERVICES FOR THE UNIVERSITY'S ATHLETIC PROGRAM. MERCY MEDICAL CENTER'S WORK HEALTH & SAFETY SERVICES ALSO PROVIDE A STUDENT HEALTH CENTER MANAGEMENT PROGRAM AT THE UNIVERSITY. IF AND WHEN ANY ISSUES CONCERNING MERCY MEDICAL ARE TAKEN TO THE BOARD, MR. CECCONI WILL FOLLOW THE GUIDELINES SET BY THE CONFLICT OF INTEREST POLICY AND WILL ABSTAIN FROM VOTING. | 0 |
| AULTRA SELF | |||
| EDWARD ROTH III IS A BOARD MEMBER OF WALSH AND EXECUTIVE VP OF AULTRA SELF | $367,379 | SEE DESCRIPTION FOR AULTCARE. | 0 |
| (no name) | |||
| 0 | |||
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $632,944 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV DATE OF SALE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | STARTING IN 2010 (FOR THE TAX YEAR ENDING JUNE 30, 2009), EACH YEAR A DRAFT OF THE FORM 990 WILL BE PRESENTED TO THE FINANCE AND AUDIT COMMITTEE FOR DISCUSSION AND APPROVAL AT THE FEBRUARY MEETING. UPON APPROVAL, THE FINANCE AND AUDIT COMMITTEE WILL RECOMMEND APPROVAL OF THE FORM 990 BY THE FULL BOARD. THE APPROVED COPY OF THE FORM 990 WILL BE MADE AVAILABLE TO ALL BOARD MEMBERS THROUGH ELECTRONIC MAIL. SCHEDULE B WILL BE REDACTED IN THE EMAILED VERSION WITH A HARD COPY MADE AVAILABLE TO THE BOARD AT THE FINANCE OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, THE PRESIDENT'S OFFICE SENDS OUT "CONFIDENTIAL DISCLOSURE STATEMENTS" TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND THE UNIVERSITY'S OFFICERS. BY COMPLETING AND SIGNING THE STATEMENTS EACH MEMBER OR OFFICER IS CERTIFYING THAT THEY HAVE CAREFULLY READ THE WALSH UNIVERSITY BOARD OF DIRECTORS CONFLICT OF INTEREST POLICY; THAT THEY WILL ABIDE BY THE LETTER AND THE SPIRIT OF THE POLICY AND THAT THEY WILL MAKE ALL DISCLOSURES REQUIRED UNDER THE TERMS OF THE POLICY. THE COMPLETED AND SIGNED STATEMENTS ARE SENT TO THE SECRETARY OF THE BOARD OF DIRECTORS. THE SECRETARY AND THE CHAIR OF THE BOARD REVIEW THE STATEMENTS AND MAKE A DETERMINATION AS TO THE LIKELIHOOD OF ANY ACTUAL OR POTENTIAL CONFLICTS OF INTERESTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | IN THE SPRING OF 2007, THE CURRENT COMPENSATION COMMITTEE WAS FORMED TO AMEND THE PRESIDENT'S CONTRACT. THE COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD OF DIRECTORS, THE VICE-CHAIRMAN OF THE BOARD OF DIRECTORS, THE FINANCE AND AUDIT COMMITTEE CHAIRMAN, AND THE VP OF FINANCE AND BUSINESS AFFAIRS/CFO. ADDITIONAL INPUT CAME FROM THE DIRECTOR OF HUMAN RESOURCES. THE COMMITTEE ESTABLISHED THE PRESIDENT'S CONTRACT AMENDMENT NO. 1, EFFECTIVE JULY 1, 2007, WHICH DEFINES ADDITIONAL BENEFITS. THE COMPENSATION COMMITTEE USED THE FOLLOWING INFORMATION AND SERVICES TO ESTABLISH THE AMENDMENT; THE NAICU PRESIDENTS NETWORK SALARY SURVEY, THE CUPA-HR ADMINISTRATIVE COMPENSATION SURVEY, CONSULTING AND LEGAL SERVICES. EACH YEAR THE CHAIRMAN AND VICE-CHAIRMAN OF THE BOARD APPROVE THE PRESIDENT'S BONUS. THE COMMITTEE WOULD ONLY CONVENE IF THE PRESIDENT WAS BEING AWARDED A HIGHER PERCENTAGE OF INCREASE THAN THE REST OF THE FACULTY AND STAFF OF THE UNIVERSITY. EACH YEAR ALL CONTRACT ADJUSTMENTS AND BONUS ALLOCATIONS ARE APPROVED BY THE BOARD OF DIRECTORS AT THE MAY BOARD MEETING THROUGH THE APPROVAL OF THE NEXT YEAR'S OPERATING BUDGET. |
| FORM 990, PART VI, SECTION C, LINE 19 | WALSH UNIVERSITY DOES NOT MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE GENERAL PUBLIC. HOWEVER, THE UNIVERSITY WILL PROVIDE THESE DOCUMENTS TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | GAIN/LOSS ON DERIVATIVES 55,577. NET INCOME FROM KENTUCKY DERBY & FASHION SHOW FUNDRAISING EVENTS -3,760. |
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