UNIVERSITY OF DAYTON: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF DAYTON (EIN 31-0536715)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-11
- IRS object ID
- 201221329349300202
- Schema version
- 2010v3.7
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T05:21:27-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SCRIPPS CENTER 312 WALNUT | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536715 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Dayton | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 9372294333 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 College Park | AddressLine1 |
| City | Dayton | City |
| State | OH | State |
| ZIP Code | 454691640 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas E Burkhardt | Name |
| Title | VP Finance | Title |
| Date Signed | 2012-04-26 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5136121400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Daniel J Curran PhD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 College Park | AddressLine1 |
| City | Dayton | City |
| State | OH | State |
| ZIP Code | 454691624 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 931524364 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.udayton.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1850 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | A comprehensive Catholic university, a diverse community committed in the Marianist tradition, to educating the whole person and to linking learning and scholarship with leadership and service. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7667 | TotalNbrEmployees |
| Total Nbr Volunteers | 285 | TotalNbrVolunteers |
| Total Gross UBI | 1977687 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -75591 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 21063383 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 26753781 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 409735919 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 419169038 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 11717624 | InvestmentIncomePriorYear |
| Investment Income Current Year | 29250152 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 9570734 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10392452 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 452087660 | TotalRevenuePriorYear |
| Total Revenue Current Year | 485565423 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 77459649 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 89527185 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 203388656 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 208928338 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 8161184 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 149660671 | OtherExpensePriorYear |
| Other Expenses Current Year | 152504328 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 430508976 | TotalExpensesPriorYear |
| Total Expenses Current Year | 450959851 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 21578684 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 34605572 | RevenuesLessExpensesCY |
| Total Assets BOY | 1091366394 | TotalAssetsBOY |
| Total Assets EOY | 1198022155 | TotalAssetsEOY |
| Total Liabilities BOY | 480631078 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 482497722 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 610735316 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 715524433 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE UNIVERSITY OF DAYTON IS AN INDEPENDENT, COMPREHENSIVE CATHOLIC EDUCATIONAL INSTITUTION FOUNDED IN 1850. THE PRIMARY EXEMPT PURPOSE IS PROVIDING POST SECONDARY EDUCATION THROUGH UNDERGRADUATE, GRADUATE, DOCTORAL AND CONTINUING EDUCATION PROGRAMS. THE UNIVERSITY IS COMMITTED, IN THE MARIANIST TRADITION, TO EDUCATING THE WHOLE PERSON AND TO LINKING LEARNING AND SCHOLARSHIP WITH LEADERSHIP AND SERVICE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 304507718 | Expense |
| Grants | 89527185 | Grants |
| Revenue | 326201957 | Revenue |
| Description | The University serves over 11,000 full and part time students, as well as hundreds of additional students through its other programs. The majority of our undergraduates reside on campus and the University provides living, learning, and working experiences through a wide variety of methods. The University also operates dormitories, food services, and a bookstore internally for the benefit of its students. In support of its educational mission, the University operates its fundraising division internally, which allows the funds raised to be directed to supporting its programs and students. Instruction Statistics for this fiscal year: 7,734 - Undergraduate Students 3,465 - Graduate, Law, Doctoral Students Degrees Awarded this fiscal year: 1,820 - Bachelor 932 - Master 32 - Doctorate 160 - Law In addition to degreed academic programs for students, the University conducts continuing education, speaker series, educational and services centers, and cultural events for its students, alumni, other life-long learners, and the public. An integral part of our Catholic and Marianist identity is service to the community. We encourage our students, as part of their educational experience, to become involved in service learning projects on a local, state, national and international level. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 87703156 | Expense |
| Revenue | 90857717 | Revenue |
| Description | The University, as part of its educational mission, is also involved in basic and applied research. This activity provides hands-on learning opportunities and on campus employment for our students; support for our faculty by providing equipment and laboratories for their use; and a positive economic impact to the regional community through increased employment opportunities and training. Research Areas: US Government Contracts-79.5% State and Local Government-12.7% Business and Industry-5.7% Private Foundations/Universities/Non-U.S. Sponsors-2.1% | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 392210874 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 16742 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 7667 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THOMAS E BURKHARDT | NamePerson |
| Telephone Number | 9372294333 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 COLLEGE PARK | AddressLine1 |
| City | Dayton | City |
| State | OH | State |
| ZIP Code | 454691660 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (58 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Daniel Curran | |||||||||
| President | 40.0 | X | X | 497843 | 0 | 167841 | |||
| H John Jack Proud | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Catherine V Babington | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Margaret A Cavanaugh PhD | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Richard P Davis | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Rev James F Fitz SM | |||||||||
| Rector | 40.0 | X | X | 25938 | 0 | 21227 | |||
| Bro Thomas F Giardino SM | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| John R Haley | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Allen M Hill | |||||||||
| Chair | 5.0 | X | 0 | 0 | 0 | ||||
| Susan S Kettering | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Peter A Luongo | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Richard J Pfleger | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Katherine Schipper PhD | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Westina Matthews Shatteen PhD | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Sr Francis Marie Thrailkill OSU EdD | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Andrew F Veres | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| David P Yeager | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Bro Edward M Brink SM | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Steven D Cobb | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| John C Riazzi | |||||||||
| BOARD MEMBER | 5.0 | X | 0 | 0 | 0 | ||||
| Kurt P Sanford | |||||||||
| BOARD MEMBER | 5.0 | X | 0 | 0 | 0 | ||||
| Darlene Gutmann | |||||||||
| BOARD MEMBER | 5.0 | X | 0 | 0 | 0 | ||||
| George P Hanley | |||||||||
| BOARD MEMBER | 5.0 | X | 0 | 0 | 0 | ||||
| Linda S Berning | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Mary H Boosalis | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Thomas G Breitenbach | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Bro Joseph H Kamis SM | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Lynton Scotland | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Rev Rudy A Vela SM | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Bro Martin A Solma SM | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Kevin Crotty | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Deborah Flanagan Tobias | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Bro Francisco Gonzalez SM MD | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Dennis Marx | |||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | ||||
| Thomas E Burkhardt | |||||||||
| VP Finance | 40.0 | X | 236192 | 0 | 27566 | ||||
| Sundar Kumarasamy | |||||||||
| VP Enrollment Mgt | 40.0 | X | 161729 | 0 | 20464 | ||||
| Michael V McCabe | |||||||||
| VP Research | 40.0 | X | 253060 | 0 | 32045 | ||||
| Joyce M Carter | |||||||||
| VP Human Res | 40.0 | X | 153155 | 0 | 23968 | ||||
| Deborah Read | |||||||||
| VP Advancement | 40.0 | X | 261534 | 0 | 78845 | ||||
| Joseph E Saliba | |||||||||
| Sr. VP Academics | 40.0 | X | 277509 | 0 | 43217 | ||||
| Timothy J Wabler | |||||||||
| VP Athletics | 40.0 | X | 195260 | 0 | 23812 | ||||
| Beth H Keyes | |||||||||
| VP Facilities | 40.0 | X | 108637 | 0 | 9014 | ||||
| William M Fischer | |||||||||
| VP Student Development | 40.0 | X | 117979 | 0 | 17320 | ||||
| Paul H Benson | |||||||||
| Dean Arts & Sciences | 40.0 | 170572 | 0 | 34726 | X | ||||
| Lisa A Kloppenberg | |||||||||
| Dean Law School | 40.0 | 278730 | 0 | 82606 | X | ||||
| Matthew D Shank | |||||||||
| DEAN BUSINESS | 40.0 | 201048 | 0 | 21451 | X | ||||
| Thomas D Skill | |||||||||
| ASSOCIATE PROVOST AND CIO | 40.0 | 175889 | 0 | 39418 | X | ||||
| Tony E Saliba | |||||||||
| Dean Engineering | 40.0 | 189352 | 0 | 53267 | X | ||||
| Brian F Gregory | |||||||||
| HEAD COACH MEN'S BASKETBALL | 40.0 | 905067 | 0 | 36459 | X | ||||
| Richard P Perna | |||||||||
| PROFESSOR | 40.0 | 222498 | 0 | 27870 | X | ||||
| Dilip R Ballal | |||||||||
| PROFESSOR | 40.0 | 209441 | 0 | 26313 | X | ||||
| John J Kanet | |||||||||
| PROFESSOR | 40.0 | 193561 | 0 | 21569 | X | ||||
| Mikhail A Vorontsov | |||||||||
| Researcher | 40.0 | 208386 | 0 | 10372 | X | ||||
| Rev Paul Marshall | |||||||||
| Former Rector | 40.0 | 44557 | 0 | 0 | X | ||||
| Annette T Schmeling | |||||||||
| Former VP Student Dev | 40.0 | 162510 | 0 | 10639 | X | ||||
| William Schuerman | |||||||||
| Former VP Student Dev | 40.0 | 117110 | 0 | 18262 | X | ||||
| F Thomas Eggemeier | |||||||||
| Former Dean Graduate School | 40.0 | 186300 | 0 | 13801 | X | ||||
| Thomas J Lasley | |||||||||
| Former Dean Education | 40.0 | 191999 | 0 | 28299 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5745856 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 890371 | TotalOtherCompensation |
| Number Individuals GT100 K | 317 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| One Sixty Over Ninety | |||||
| 1 South Broad Street | PHILADELPHIA | PA | 19107 | Marketing Consultant | 417020 |
| NanoSperse LLC | |||||
| 2000 Composite Drive | KETTERING | OH | 45420 | Engineering Subcont | 845640 |
| Kendell Construction | |||||
| 2048 S Alex Road | WEST CARROLLTON | OH | 45449 | General Contractor | 693382 |
| Commconnect LLC | |||||
| 915 E Central Avenue | DAYTON | OH | 45449 | General Contractor | 372574 |
| Ralph Rhoden Painting | |||||
| 1413 Acorn Drive | KETTERING | OH | 45440 | General Contrator | 325906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Government Grants | 1673148 | GovernmentGrants |
| All Other Contributions | 25080633 | AllOtherContributions |
| Noncash Contributions | 1146741 | NoncashContributions |
| Total Contributions | 26753781 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION & FEES | 900099 | 264286580 | 264286580 | |
| ACADEMIC PROJECTS | 900099 | 12723246 | 12723246 | |
| AUXILIARY ACTIVITY | 900099 | 57879982 | 55770618 | 2109364 |
| GOVERNMENT CONTRACTS | 900099 | 84279230 | 84279230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 419169038 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7732502 | TotalRevenueColumn |
| Exclusion | $7,732,502 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 457635473 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 436117823 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21517650 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21517650 | TotalRevenueColumn |
| Exclusion | $21,517,650 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 20424589 | GrossSalesOfInventory |
| Cost Of Goods Sold | 9841118 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10583471 | TotalRevenueColumn |
| Unrelated Business Revenue | 59342 | UnrelatedBusinessRevenue |
| Exclusion | $10,524,129 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INV INCOME | Description |
| Business Code | 523000 | BusinessCode |
| Total Revenue Column | -191019 | TotalRevenueColumn |
| Unrelated Business Revenue | -191019 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -191019 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 485565423 | TotalRevenueColumn |
| Related Or Exempt Function Income | 417059674 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1977687 | UnrelatedBusinessRevenue |
| Exclusion | $39,774,281 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89527185 | Total |
| Program Services | 89527185 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4907486 | Total |
| Management And General | 4907486 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 929886 | Total |
| Management And General | 929886 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150504497 | Total |
| Program Services | 131314334 | ProgramServices |
| Management And General | 14925085 | ManagementAndGeneral |
| Fundraising | 4265078 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13287966 | Total |
| Program Services | 11559299 | ProgramServices |
| Management And General | 1353222 | ManagementAndGeneral |
| Fundraising | 375445 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28171211 | Total |
| Program Services | 23993057 | ProgramServices |
| Management And General | 3398862 | ManagementAndGeneral |
| Fundraising | 779292 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11127292 | Total |
| Program Services | 9390423 | ProgramServices |
| Management And General | 1431869 | ManagementAndGeneral |
| Fundraising | 305000 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317719 | Total |
| Management And General | 317719 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269625 | Total |
| Management And General | 269625 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289099 | Total |
| Management And General | 289099 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2539240 | Total |
| Management And General | 2539240 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22492530 | Total |
| Program Services | 17299798 | ProgramServices |
| Management And General | 5192732 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507179 | Total |
| Program Services | 383902 | ProgramServices |
| Management And General | 47695 | ManagementAndGeneral |
| Fundraising | 75582 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39779970 | Total |
| Program Services | 33268793 | ProgramServices |
| Management And General | 5308031 | ManagementAndGeneral |
| Fundraising | 1203146 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3824593 | Total |
| Program Services | 2273957 | ProgramServices |
| Management And General | 1410906 | ManagementAndGeneral |
| Fundraising | 139730 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12648614 | Total |
| Program Services | 12626289 | ProgramServices |
| Management And General | 19233 | ManagementAndGeneral |
| Fundraising | 3092 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8395569 | Total |
| Program Services | 7392701 | ProgramServices |
| Management And General | 656696 | ManagementAndGeneral |
| Fundraising | 346172 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4222458 | Total |
| Program Services | 2739422 | ProgramServices |
| Management And General | 835128 | ManagementAndGeneral |
| Fundraising | 647908 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15338000 | Total |
| Program Services | 14509685 | ProgramServices |
| Management And General | 828315 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21118620 | Total |
| Program Services | 17628296 | ProgramServices |
| Management And General | 3471114 | ManagementAndGeneral |
| Fundraising | 19210 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2614015 | Total |
| Program Services | 2374584 | ProgramServices |
| Management And General | 237902 | ManagementAndGeneral |
| Fundraising | 1529 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Total | 18147097 | Total |
| Program Services | 15929149 | ProgramServices |
| Management And General | 2217948 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 450959851 | Total |
| Program Services | 392210874 | ProgramServices |
| Management And General | 50587793 | ManagementAndGeneral |
| Fundraising | 8161184 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33345467 | BOY |
| EOY | 32729006 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22179195 | BOY |
| EOY | 19341355 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23054242 | BOY |
| EOY | 24094912 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39115885 | BOY |
| EOY | 33564706 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20611074 | BOY |
| EOY | 20223297 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2765387 | BOY |
| EOY | 2769929 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1475737 | BOY |
| EOY | 1405336 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 734727855 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 272116751 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 451983089 | BOY |
| EOY | 462611104 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 343359642 | BOY |
| EOY | 385499535 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132746810 | BOY |
| EOY | 191614197 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20729867 | BOY |
| EOY | 24168778 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1091366394 | BOY |
| EOY | 1198022155 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34423681 | BOY |
| EOY | 31205209 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26170715 | BOY |
| EOY | 24597771 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 285955744 | BOY |
| EOY | 291298881 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15733694 | BOY |
| EOY | 12746859 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118347244 | BOY |
| EOY | 122649002 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 480631078 | BOY |
| EOY | 482497722 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 423929732 | BOY |
| EOY | 515164614 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58656399 | BOY |
| EOY | 66655983 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128149185 | BOY |
| EOY | 133703836 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 610735316 | BOY |
| EOY | 715524433 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1091366394 | BOY |
| EOY | 1198022155 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 34605572 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 70183545 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $1,454 | MailingsMembersAmount |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $20,000 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $287,645 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 309099 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART II-B | Identifier |
| Explanation | THE UNIVERSITY, THROUGH ITS GOVERNMENT RELATIONS OFFICE, PERIODICALLY ADDRESSES CORRESPONDENCE AND TELEPHONE CALLS TO ITS LOCAL, STATE AND FEDERAL ELECTED OFFICIALS. ISSUES IMPORTANT TO THE UNIVERSITY, ITS MISSION AND IDENTITY AND ITS STUDENTS ARE ADDRESSED, INCLUDING: STUDENT FINANCIAL AID PROGRAMS - FEDERAL AND STATE; LANDLORD/TENANT LAWS - STATE AND LOCAL; PUBLICLY FUNDED RESEARCH - FEDERAL AND STATE; ECONOMIC DEVELOPMENT - STATE AND LOCAL | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 355550216 | BeginningOfYearBalance |
| Contributions | 12397730 | Contributions |
| Investment Earnings Or Losses | 68551915 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6317903 | GrantsOrScholarships |
| Other Expenditures | 6762642 | OtherExpenditures |
| End Of Year Balance | 423419316 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 328967471 | BeginningOfYearBalance |
| Contributions | 14083914 | Contributions |
| Investment Earnings Or Losses | 41605226 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5585123 | GrantsOrScholarships |
| Other Expenditures | 23521272 | OtherExpenditures |
| End Of Year Balance | 355550216 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 369572678 | BeginningOfYearBalance |
| Contributions | 71592259 | Contributions |
| Investment Earnings Or Losses | -97600168 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6043281 | GrantsOrScholarships |
| Other Expenditures | 8554017 | OtherExpenditures |
| End Of Year Balance | 328967471 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.57000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 5424966 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 40199545 | OtherCostOrOtherBasis |
| Book Value | 45624511 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 473791949 | OtherCostOrOtherBasis |
| Depreciation | 140915948 | Depreciation |
| Book Value | 332876001 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 181419809 | OtherCostOrOtherBasis |
| Depreciation | 1142878633 | Depreciation |
| Book Value | 67132176 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33891586 | OtherCostOrOtherBasis |
| Depreciation | 16913170 | Depreciation |
| Book Value | 16978416 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 462611104 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REAL ESTATE/PE PARTNERSHIPS | Description |
| Book Value | 191614197 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 191614197 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POST RETIREMENT BENEFITS | $63,633,339 |
| NDSL LOAN FUNDS | $11,679,284 |
| ANNUITY FUNDS | $11,451,773 |
| DEBT RETIRMENT | $4,645,281 |
| OTHER DEPOSITS AND PAYROLL WIT | $6,438,967 |
| MEDICAL CLAIMS ESTIMATED LIABI | $1,212,543 |
| COLLATERAL HELD FOR SECURITIES | $23,587,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 122649002 | TotalOfAmounts |
| Total Revenue | 485565423 | TotalRevenue |
| Total Expenses | 450959851 | TotalExpenses |
| Excess Or Deficit For Year | 34605572 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 65723716 | NetUnrealizedGLOnInvestments |
| Other | $4,459,829 | OtherAmount |
| Total Adjustments | 70183545 | TotalAdjustments |
| Excess Or Deficit Per FS | 104789117 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 402231703 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 65723716 | NetUnrealizedGainsInvestments |
| Other Revenues | 9841118 | OtherRevenues |
| Revenue Not Rptd F990 | 75564834 | RevenueNotRptdF990 |
| Revenue Subtotal | 326666869 | RevenueSubtotal |
| Other Revenues Not Included | 158898554 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 158898554 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 485565423 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 370030216 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 9841118 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 9841118 | ExpensesNotRptdF990 |
| Expenses Subtotal | 360189098 | ExpensesSubtotal |
| Other Expenses Not Included | 90770753 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 90770753 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 450959851 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI LINE 8 | UNREALIZED LOSS ON INTEREST RATE SWAP $2,841,821, DECREASE IN POST RETIREMENT BENEFIT OBLIGATION $1,618,008 |
| PART XII LINE 2d | COST OF GOODS SOLD $9,841,118 |
| PART XII LINE 4b | ANNUITY PAYMENTS $1,243,568; STUDENT AID $89,527,185; INVESTMENT RETURN $68,127,801 |
| PART XIII LINE 2d | COST OF GOODS SOLD $9,841,118 |
| PART XIII LINE 4b | ANNUITY PAYMENTS $1,243,568; STUDENT AID $89,527,185 |
| PART V | THE UNIVERSITY USES ITS ENDOWMENT FUNDS TO PROVIDE SCHOLARSHIPS AND GRANTS TO ITS STUDENTS; TO SUPPORT THE SCHOLARLY WORK OF ITS FACULTY MEMBERS; AND TO MAINTAIN AND ENHANCE ITS LIBRARY HOLDINGS. |
| PART X | THE UNIVERSITY COMPLETED AN ANALYSIS OF ITS TAX POSITION, IN ACCORDANCE WITH ASC 740 INCOME TAXES, AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS AT JUNE 30, 2011 OR 2010. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I Line 3 | Identifier |
| Explanation | THE UNIVERSITY OF DAYTON RECRUITS ON NATIONAL AND INTERNATIONAL LEVELS AND INCLUDES OUR NON-DISCRIMINATION POLICY IN OUR PRINTED AND WEB-BASED RECRUITMENT AND REGISTRATION MATERIALS. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (10 entries)
| RegionRegion | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| South Asia | 1 | Program Services | STUDENT RECRUITMENT | 46836 |
| East Asia and the Pacific | 1 | Program Services | Student Recruitment | 49380 |
| South America | Program Services | Study Abroad | 20249 | |
| Europe (Including Iceland and Greenland) | Program Services | Study Abroad | 878489 | |
| East Asia and the Pacific | Program Services | Study Abroad | 56615 | |
| Central America and the Caribbean | Program Services | Study Abroad | 36651 | |
| Central America and the Caribbean | Program Services | Teacher Evaluations | 64879 | |
| Europe (Including Iceland and Greenland) | Unrelated Trade or Business | 112282 | ||
| Sub-Saharan Africa | Program Services | Study Abroad | 25244 | |
| Central America and the Caribbean | Investments | 98546705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 99837330 | SubtotalAmountSpent |
| Total Amount Spent | 99837330 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 3 | Identifier |
| Explanation | STUDENT RECRUITMENT EXPENDITURES ARE FOR THE SERVICES OF THE RECRUITING AGENTS AND ANY EXPENSES ASSOCIATED WITH STUDENT RECRUITMENT IN THAT SPECIFIC GEOGRAPHIC REGION. SERVICES ARE PAID ACCORDING TO A WRITTEN CONTRACT WITH THE AGENT AND ARE EVALUATED YEARLY. ALL EXPENSES ARE REIMBURSED AT COST. STUDY ABROAD EXPENSES ARE FOR THE PROGRAMS CONDUCTED BY THE UNIVERSITY FOR ITS STUDENTS DURING THE SUMMER TERM (MAY-JULY) AND DURING THE CHRISTMAS BREAK (DECEMBER-JANUARY). DURING THIS FISCAL YEAR, THERE WERE EIGHT PROGRAMS CONDUCTED IN EUROPE, TWO PROGRAMS IN EAST ASIA, ONE PROGRAM IN AFRICA, ONE PROGRAM IN CENTRAL AMERICA, AND TWO PROGRAMS IN SOUTH AMERICA. THE TEACHER EVALUATIONS ARE ASSOCIATED WITH UNIVERSITY OF DAYTON PUBLISHING, A PARTNERSHIP BETWEEN THE UNIVERSITY AND GRUPO SM, THE THIRD-LARGEST EDUCATIONAL PUBLISHER IN THE SPANISH-SPEAKING WORLD. THE PUBLISHER HAS DEVELOPED A LINE OF PRE K-12 ENGLISH LANGUAGE TEACHING MATERIALS AND TRAINING PROGRAMS FOR DISTRIBUTION TO TEACHERS AND STUDENTS IN LATIN AMERICA AND SPAIN UNDER THE UNIVERSITY OF DAYTON PUBLISHING BANNER. THE EXPENSES WERE INCURRED FOR EVALUATING THE TEACHERS' ABILITIES TO TEACH ENGLISH AS A FOREIGN LANGUAGE. THE UNRELATED BUSINESS EXPENSE WAS A TRAVEL TOUR TO EUROPE CONDUCTED BY THE UNIVERSITY'S ADVANCEMENT DIVISION FOR ALUMNI AND DONORS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | ACADEMIC SCHOLARSHIPS FOR UD STUDENTS | TypeOfGrant |
| Number Of Recipients | 9422 | NumberOfRecipients |
| Amount Of Cash Grant | 89527185 | AmountOfCashGrant |
| Method Of Valuation | NONE | MethodOfValuation |
| Description Of Non Cash Assistance | NONE | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 2 | Identifier |
| Explanation | THE UNIVERSITY OF DAYTON IS AN INDEPENDENT UNIVERSITY THAT PROVIDES SCHOLARSHIPS AND GRANTS TO ITS STUDENTS. THE STUDENTS QUALIFY TO RECEIVE THIS AID BASED UPON THEIR FINANCIAL NEED AND ACADEMIC TALENT. RECORDS ARE MAINTAINED THAT DOCUMENT THE STUDENTS' FINANCIAL NEED, ELIGIBILITY TO QUALIFY FOR THE SCHOLARSHIPS AND GRANTS, AND THE AMOUNTS AWARDED ON AN ANNUAL BASIS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (25 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Daniel Curran | |||||||||||||
| 343569 | 0 | 0 | 0 | 154274 | 0 | 114650 | 0 | 56912 | 0 | 669405 | 0 | 0 | 0 |
| Thomas E Burkhardt | |||||||||||||
| 221962 | 0 | 0 | 0 | 14230 | 0 | 18588 | 0 | 10212 | 0 | 264992 | 0 | 0 | 0 |
| Sundar Kumarasamy | |||||||||||||
| 157554 | 0 | 0 | 0 | 4175 | 0 | 8033 | 0 | 13366 | 0 | 183128 | 0 | 0 | 0 |
| Michael V McCabe | |||||||||||||
| 228511 | 0 | 0 | 0 | 24549 | 0 | 20109 | 0 | 13108 | 0 | 286277 | 0 | 0 | 0 |
| Annette T Schmeling | |||||||||||||
| 161884 | 0 | 0 | 0 | 626 | 0 | 4063 | 0 | 7522 | 0 | 174095 | 0 | 0 | 0 |
| William Schuerman | |||||||||||||
| 116064 | 0 | 0 | 0 | 1046 | 0 | 10219 | 0 | 8636 | 0 | 135965 | 0 | 0 | 0 |
| Joyce M Carter | |||||||||||||
| 130900 | 0 | 0 | 0 | 22255 | 0 | 10601 | 0 | 14249 | 0 | 178005 | 0 | 0 | 0 |
| Deborah Read | |||||||||||||
| 243351 | 0 | 0 | 0 | 18183 | 0 | 12250 | 0 | 68051 | 0 | 341835 | 0 | 0 | 0 |
| Joseph E Saliba | |||||||||||||
| 242135 | 0 | 0 | 0 | 35374 | 0 | 22050 | 0 | 23110 | 0 | 322669 | 0 | 0 | 0 |
| Timothy J Wabler | |||||||||||||
| 170798 | 0 | 0 | 0 | 24462 | 0 | 15134 | 0 | 9716 | 0 | 220110 | 0 | 0 | 0 |
| Paul H Benson | |||||||||||||
| 169716 | 0 | 0 | 0 | 856 | 0 | 15156 | 0 | 20577 | 0 | 206305 | 0 | 0 | 0 |
| F Thomas Eggemeier | |||||||||||||
| 162136 | 0 | 0 | 0 | 24164 | 0 | 13801 | 0 | 805 | 0 | 200906 | 0 | 0 | 0 |
| Lisa A Kloppenberg | |||||||||||||
| 277661 | 0 | 0 | 0 | 1069 | 0 | 17150 | 0 | 67111 | 0 | 362991 | 0 | 0 | 0 |
| Thomas J Lasley | |||||||||||||
| 162370 | 0 | 0 | 0 | 29629 | 0 | 14925 | 0 | 14238 | 0 | 221162 | 0 | 0 | 0 |
| Matthew D Shank | |||||||||||||
| 183642 | 0 | 0 | 0 | 17406 | 0 | 10100 | 0 | 12521 | 0 | 223669 | 0 | 0 | 0 |
| Thomas D Skill | |||||||||||||
| 174861 | 0 | 0 | 0 | 1028 | 0 | 16331 | 0 | 24137 | 0 | 216357 | 0 | 0 | 0 |
| Brian F Gregory | |||||||||||||
| 868244 | 0 | 15000 | 0 | 21823 | 0 | 12542 | 0 | 25395 | 0 | 943004 | 0 | 0 | 0 |
| Richard P Perna | |||||||||||||
| 203878 | 0 | 0 | 0 | 18620 | 0 | 20038 | 0 | 8952 | 0 | 251488 | 0 | 0 | 0 |
| Dilip R Ballal | |||||||||||||
| 191087 | 0 | 0 | 0 | 18354 | 0 | 18835 | 0 | 8506 | 0 | 236782 | 0 | 0 | 0 |
| John J Kanet | |||||||||||||
| 191976 | 0 | 0 | 0 | 1585 | 0 | 13591 | 0 | 8955 | 0 | 216107 | 0 | 0 | 0 |
| Tony E Saliba | |||||||||||||
| 172451 | 0 | 0 | 0 | 16901 | 0 | 16417 | 0 | 37445 | 0 | 243214 | 0 | 0 | 0 |
| Mikhail A Vorontsov | |||||||||||||
| 207442 | 0 | 0 | 0 | 944 | 0 | 10372 | 0 | 838 | 0 | 219596 | 0 | 0 | 0 |
| Paul M Vanderburgh | |||||||||||||
| 121408 | 0 | 0 | 0 | 775 | 0 | 9591 | 0 | 51816 | 0 | 183590 | 0 | 0 | 0 |
| Patrick G Donnelly | |||||||||||||
| 136081 | 0 | 0 | 0 | 6055 | 0 | 12511 | 0 | 40735 | 0 | 195382 | 0 | 0 | 0 |
| Rev Paul Marshall | |||||||||||||
| 36732 | 0 | 0 | 0 | 7825 | 0 | 0 | 0 | 0 | 0 | 44557 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE PRESIDENT TRAVELS BUSINESS CLASS WHEN AVAILABLE OR FIRST CLASS WHEN OTHER OPTIONS ARE NOT AVAILABLE ON INTERNATIONAL BUSINESS TRIPS. THE MEN'S BASKETBALL TEAM MAY TRAVEL VIA CHARTERED FLIGHTS TO GAMES TO MINIMIZE THE TIME SPENT AWAY FROM CAMPUS FOR THE PLAYERS. THE PRESIDENT RECEIVES A YEARLY TAXABLE HOUSING ALLOWANCE. THE PRESIDENT RECEIVED A YEARLY TAXABLE PERSONAL SERVICE ALLOWANCE FOR THE SERVICES OF A FINANCIAL PLANNER. SPOUSES OF THE PRESIDENT, VP FOR ATHLETICS, AND HEAD MEN'S BASKETBALL COACH MAY TRAVEL TO A LIMITED NUMBER OF EVENTS FOR BUSINESS PURPOSES EACH YEAR; THESE EVENTS INCLUDE ALUMNI EVENTS, MEN'S BASKETBALL CONFERENCE TOURNAMENTS, AND THE NCAA MEN'S BASKETBALL TOURNAMENT. THESE EMPLOYEES ARE TAXED ON SUCH TRAVEL. THE UNIVERSITY PAYS SOCIAL CLUB DUES FOR THE PRESIDENT, SOME VICE PRESIDENTS, AND DEANS. THESE EMPLOYEES ARE TAXED ON THEIR PERSONAL USE OF THESE CLUBS. THE UNIVERSITY GROSSED UP CERTAIN PAYMENTS FOR THE PRESIDENT, VP OF ATHLETICS, AND MEN'S BASKETBALL COACH TO MITIGATE THE TAX EFFECT OF THE PAYMENTS. |
| PART I, LINE 4B | PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, 457(f) PLAN: DANIEL J. CURRAN $97,500 (FUNDING OF PLAN). DR. CURRAN IS THE ONLY EMPLOYEE PARTICIPATING IN THIS PLAN. |
| PART VII AND SCHEDULE J | REV. PAUL MARSHALL, SM IS A VOWED MEMBER OF THE SOCIETY OF MARY. FOR 2010, HIS TOTAL COMPENSATION (SALARY & BENEFITS) FROM THE UNIVERSITY WAS $44,556.62. REV. MARSHALL STEPPED DOWN AS RECTOR ON JUNE 30, 2010. REV. JAMES FITZ, SM WAS APPOINTED AS RECTOR BEGINNING JULY 1, 2010. REV. FITZ IS ALSO A VOWED MEMBER OF THE SOCIETY OF MARY. FOR 2010 HIS TOTAL COMPENSATION WAS $87,629.00 (SALARY & BENEFITS). ALL OF THE COMPENSATION FOR REV. MARSHALL AND REV. FITZ FROM THE UNIVERSITY IS PAID DIRECTLY TO THE SOCIETY OF MARY, THEY DO NOT RECEIVE ANY FUNDS. THEREFORE, THEY DO NOT RECEIVE A W-2 FORM. THEY ARE INCLUDED ON PART VII AND SCHEDULE J BECAUSE THE POSITION OF RECTOR IS THE HIGHEST RANKING MARIANIST AT THE UNIVERSITY AND THE RESPONSIBILITIES ARE AT THE SAME LEVEL AS A VICE PRESIDENT. SR. ANNETTE SCHMELING IS A VOWED MEMBER OF THE SOCIETY OF THE SACRED HEART. FOR 2010, HER TOTAL COMPENSATION (SALARY & BENEFITS) FROM THE UNIVERSITY WAS $174,095.00. ALL OF HER COMPENSATION FROM THE UNIVERSITY IS PAID DIRECTLY TO THE ORDER, SHE DOES NOT RECEIVE ANY FUNDS. THEREFORE, SHE DOES NOT RECEIVE A W-2 FORM. SHE IS INCLUDED ON SCHEDULE J BECAUSE OF HER POSITION AS VICE PRESIDENT FOR STUDENT DEVELOPMENT. SR. SCHMELING STEPPED DOWN FROM HER POSITION IN AUGUST 2010. |
| SCHEDULE J, PART I, SECTION B, COLUMN ii | THE MEN'S BASKETBALL COACH RECEIVED A BONUS PAYMENT, AS SPECIFIED IN HIS CONTRACT, BASED ON THE PERFORMANCE OF THE MEN'S BASKETBALL TEAM ADVANCING TO THE FINAL FOUR OF THE NIT TOURNAMENT. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | |||||||
| 346849674 | 67756AUF7 | 2004-12-02 | 16744216 | 2004 Rev. Bonds - Refunding | false | false | false |
| OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | |||||||
| 346849674 | 67756AUF7 | 2004-12-02 | 35082783 | 2004 Rev. Bonds - Construction | false | false | false |
| OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | |||||||
| 346849674 | 67756AXP2 | 2006-08-04 | 92808635 | 2006 Rev. Bonds - Construction | false | false | false |
| OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | |||||||
| 346849674 | 67756AYD8 | 2006-08-04 | 22824354 | 2006 Rev. Bonds - Refunding | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capitalized InterestCapitalizedInterest | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|
| 17333251 | 153051 | 84495 | 17095705 | 2007 | true | true | true | true | ||
| 35659187 | 349435 | 433348 | 2007 | false | false | true | true | 181315 | 34695089 | |
| 98559146 | 735623 | 707589 | 68034672 | 2010 | true | true | true | true | 29081262 | |
| 23533957 | 183956 | 23350001 | 2006 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers |
|---|---|---|---|---|---|---|---|---|
| false | false | false | false | true | 0.02370 | 0.02370 | true | |
| false | false | false | true | true | 0.03160 | 0.04010 | true | 0.00850 |
| false | false | false | true | true | 0.03160 | 0.04010 | true | 0.00850 |
| false | false | false | true | true | 0.01020 | 0.01261 | true | 0.00241 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||
| false | false | false | false | false | false | |||
| (no name) | ||||||||
| false | false | false | false | false | false | |||
| Morgan Stanley | ||||||||
| false | false | true | false | false | true | 18.6 | false | false |
| Morgan Stanley | ||||||||
| false | false | true | false | false | true | 9.1 | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I Column f | Identifier |
| Explanation | A & B - THE 2004 BOND PROCEEDS WERE USED TO CONSTRUCT AND EQUIP A NEW STUDENT FITNESS AND RECREATION COMPLEX; TO RENOVATE STUDENT RESIDENCE HALLS; TO ACQUIRE AND RENOVATE STUDENT HOUSES; TO CONSTRUCT A NEW SOFTBALL FIELD; TO RENOVATE OFFICES AND CLASSROOMS IN SEVERAL ACADEMIC BUILDINGS; TO REFUND THE BOND ISSUES DATED JUNE 30, 1994 AND JULY 2, 1997, WHICH WERE USED TO CONSTRUCT AND EQUIP THE LAW SCHOOL AND LIBRARY, INSTALL COMPUTER SYSTEMS, RENOVATE STUDENT RESIDENCE HALLS; AND UPGRADE CLASSROOM AND OFFICE SPACE IN VARIOUS CAMPUS BUILDINGS. C, D, & A-2 - THE 2006 BOND PROCEEDS WERE USED TO REFUND A PORTION OF THE BOND ISSUE DATED JULY 2, 1997, WHICH WAS USED TO CONSTRUCT THE LAW SCHOOL BUILDING; UPGRADE ENVIROMENTAL SYSTEMS IN CAMPUS BUILDINGS; RENOVATE THE STUDENT UNION; CONSTRUCT STUDENT INTRAMURAL ATHLETIC FIELDS AND CONDITIONING ROOMS; RENOVATE THE ARENA FACILITIES AND PARKING LOTS; TO REFUND A PORTION OF THE BOND ISSUE DATED JULY 20, 2000, WHICH WAS USED TO CONSTRUCT, IMPROVE, AND EQUIP THE SCIENCE EDUCATION BUILDING; CONSTRUCT A NEW STUDENT APARTMENT BUILDING; AND RENOVATE ADMINISTRATIVE AND ACADEMIC BUILDINGS; TO REFUND THE BOND ISSUE DATED OCTOBER 29, 2003, WHICH WAS USED TO TO PAY COSTS ASSOCIATED WITH THE ISSUANCE OF THE 2006 BOND ISSUE; TO RENOVATE STUDENT RESIDENCE HALLS, APARTMENTS AND HOUSES; TO RENOVATE LABORATORY, RESEARCH AND CLASSROOM AREAS; AND TO RENOVATE THE UNIVERSITY RESEARCH INSTITUE AND OTHER LABORATORY FACILITIES. B-2 & C-2 - THE 2009 BOND PROCEEDS WERE USED TO RENOVATE STUDENT RESIDENCE FACILITIES; RENOVATE STUDENT CLASSROOM AND LABORATORY FACILITIES; RENOVATE ADMINISTRATIVE FACILITIES AND STUDENT HOUSES; TO REFUND A PORTION OF THE BOND ISSUE DATED JULY 2, 1997, WHICH WAS USED TO CONSTRUCT, IMPROVE AND EQUIP VARIOUS ACADEMIC AND ADMINISTRATIVE FACILITIES; REFUND THE BOND ISSUE DATED JULY 9, 1998, WHICH WAS USED TO CONSTRUCT, IMPROVE AND EQUIP VARIOUS ACADEMIC AND ADMINISTRATIVE FACILITIES; AND REFUND A PORTION OF THE BANK NOTE ISSUED ON APRIL 16, 2008 USED TO REFUND THE STATE OF OHIO HIGHER EDUCATION FACILITY REVENUE BONDS DATED MAY 1, 2002, WHICH WERE ISSUED TO RENOVATE THE ARENA ATHLETIC FACILITIES, CONSTRUCT NEW SCIENCE LABORATORY FACILITIES AND ACQUIRE AND RENOVATE STUDENT HOUSES. D-2 & A-3 - THE 2011 BOND PROCEEDS WERE USED TO CONSTRUCT, FURNISH, AND EQUIP AN APPROXIMATELY 400 BED APARTMENT STYLE STUDENT RESIDENCE COMPLEX, RENOVATE THE COLLEGE PARK CENTER TO PROVIDE SPACE FOR THE VISUAL ARTS DEPARTMENT INCLUDING CLASSROOM AND STUDENT WORKSPACE, UPGRADE DINING AND FOOD SERVICE FACILITIES IN A CAMPUS RESIDENCE HALL, CONSTRUCT A CENTRAL CAMPUS MALL, ACQUIRE AND UPGRADE TECHNOLOGY EQUIPMENT FOR THE UNIVERSITY OWNED BUILDING AT 1700 SOUTH PATTERSON STREET, AND TO REFUND THE REFUNDED 2001 BOND ISSUE DATED MARCH 9, 2001. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (10 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Thomas Burkhardt III | |||
| Family member of officer | 49437 | EMPLOYMENT | false |
| Susan Saliba | |||
| Family member of officer | 125340 | EMPLOYMENT | false |
| Susan McCabe | |||
| Family member of officer | 124225 | EMPLOYMENT | false |
| Matthew Luongo | |||
| Family member of trustee | 82000 | EMPLOYMENT | false |
| Bro Raymond L Fitz SM | |||
| Family member of officer | 154504 | EMPLOYMENT | false |
| Brenda Donnelly | |||
| Family member of officer | 80044 | EMPLOYMENT | false |
| Alexandra Hall | |||
| Family member of officer | 62083 | EMPLOYMENT | false |
| Steven Zabarnick | |||
| Family member of officer | 138276 | Employment | false |
| Lexis Nexis Corporation | |||
| See Part V | 127904 | See Part V | false |
| Porter Wright Morris Arthur LLP | |||
| See Part V | 168472 | See Part V | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part IV Line 28c | Identifier |
| Explanation | A Board of Trustee member is an officer of Lexis Nexis Corporation. The University purchases products and services from this company. A Board of Trustee member is an employee of Porter Wright Morris & Arthur LLP, the law firm the University uses for its primary external legal services. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Selling price | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 28 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable FMV Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 53 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 703344 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Price-date of sale | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 125000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Face Value of Note | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Equipment | 2 | 268045 | List Price |
| X | Event Items | 3 | 40277 | Cost |
| X | Airfare | 1 | 522 | Cost |
| X | Gift Cards | 3 | 1025 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE O | Identifier |
| Explanation | PART VI, SECTION A, LINE 1b FOUR MEMBERS OF THE BOARD OF TRUSTEES ARE NOT CONSIDERED INDEPENDENT. ONE MEMBER RECEIVES COMPENSATION AS AN EMPLOYEE OF THE UNIVERSITY, ANOTHER HAS A FAMILY MEMBER WHO RECEIVES AN ACADEMIC SCHOLARSHIP FROM THE UNIVERSITY AS PART OF AN OVERALL STUDENT FINANCIAL AID PACKAGE, AND TWO OTHER MEMBERS HAVE FAMILY MEMBERS WHO ARE EMPLOYEES OF THE UNIVERSITY. THIS INFORMATION IS DISCLOSED ON SCHEDULE L, PARTS III & IV. PART VI, LINE 2 H. JOHN PROUD AND STEVEN D. COBB - BUSINESS RELATIONSHIP. PART VI, LINE 7b THE MARIANISTS OF THE UNITED STATES, INC. ARE MEMBERS OF THE UNIVERSITY OF DAYTON CORPORATION AND AS SUCH, THEY MAY NOMINATE CANDIDATES FOR ELECTION/OR REMOVAL TO THE UNIVERSITY'S BOARD OF TRUSTEES AND THEY MUST APPROVE BY TWO-THIRDS VOTE, ANY ACTION OF THE BOARD OF TRUSTEES REGARDING MERGERS OF THE CORPORATION, SALES OF ASSETS OF THE CORPORATION, OR PARTIAL OR TOTAL DISSOLUTION OF THE CORPORATION. PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES HAS THE RESPONSIBLITY TO REVIEW THE FORM 990 AT ONE OF ITS REGULARLY SCHEDULED MEETINGS. THESE COMMITTEE MEMBERS WILL REPORT THEIR OBSERVATIONS TO THE FULL BOARD OF TRUSTEES. ALL MEMBERS OF THE BOARD OF TRUSTEES MAY ACCESS THE RETURN ON AN INTERNALLY MANAGED BOARD OF TRUSTEES DISCUSSION SITE, TO ALLOW THEM TO REVIEW THE FINAL RETURN BEFORE IT IS FILED. PART VI, LINE 12 C THE UNIVERSITY'S LEGAL DEPARTMENT AND BOARD OF TRUSTEE OFFICE REVIEW THE RESPONSES TO ANNUAL QUESTIONNAIRES SENT TO EMPLOYEES AND BOARD OF TRUSTEE MEMBERS RESPECTIVELY. ANY ISSUES DISCLOSED ARE REVIEWED AND REPORTED TO THE PRESIDENT, BOARD OF TRUSTEES, AND APPROPRIATE VICE PRESIDENTS. IF A CONFLICT EXISTS, THE INDIVIDUAL IS EXCUSED FROM DISCUSSION AND VOTING ON THE MATTER IN QUESTION. PART VI, LINE 15A THE UNIVERSITY HAS A FORMAL, WRITTEN COMPENSATION POLICY FOR THE PRESIDENT. THERE IS ALSO A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WHO REVIEWS THIS POLICY, EXTERNAL COMPENSATION INFORMATION (COMPARABLE DATA SUCH AS COMPENSATION LEVELS PAID BY SIMILAR ORGANIZATIONS, THE LEVEL OF THE EMPLOYEE'S EDUCATION AND EXPERIENCE, AND THE RESPONSIBILITIES OF THE POSITION) AND PRIOR YEAR COMPENSATION INFORMATION TO DETERMINE YEARLY COMPENSATION. THIS INFORMATION, ALONG WITH THE COMMITTEE'S RECOMMENDATION IS DISCUSSED AT A REGULARLY SCHEDULED EXECUTIVE COMMITTEE MEETING AND VOTED ON BY EXECUTIVE COMMITTEE MEMBERS. PART VI, LINE 15B COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT AFTER AN ANNUAL REVIEW AND ACCORDING TO PRIOR WRITTEN COMPENSATION AGREEMENTS. DISCUSSIONS ON THE COMPENSATION OF ALL OTHER OFFICERS AND KEY EMPLOYEES IS CONDUCTED AT MEETINGS OF THE COMPENSATION COMMITTEE. THE UNIVERSITY UTILIZES DATA FROM PEER INSTITUTIONS AS REPORTED IN THE ANNUAL ADMINISTRATIVE COMPENSATION CUPA-HR SURVEY TO ENSURE THAT COMPENSATION FOR THESE POSITIONS IS AT APPROPRIATE LEVELS. PART VI, LINE 19 THE PUBLIC MAY ACCESS THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS THROUGH THE UNIVERSITY'S WEBSITE. PART VII, SECTION B RALPH RHODEN PAINTING IS A LOCAL PAINTING CONTRACTOR. ONE SIXTY OVER NINETY PROVIDES CREATIVE SERVICES (DESIGN, PHOTOGRAPHY, AND EDITING), PRINTING, AND MAILING SERVICES FOR THE ADVANCEMENT AND ENROLLMENT MANAGMENT DIVISIONS. COMMCONNCET IS A LOCAL TELECOMMUNICATIONS CONTRACTOR FOR VARIOUS PROJECTS ON CAMPUS. KENDELL CONSTRUCTION IS A LOCAL GENERAL CONTRACTOR USED FOR VARIOUS CONSTRUCTION PROJECTS AROUND THE CAMPUS. NANOSPERSE IS A SUBCONTRACTORS THAT PROVIDES ENGINEERING SERVICES TO THE RESEARCH INSTITUTE. PART XI LINE 5 - SEE SCHEDULE D PART | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| EAST AQUA DEVELOPMENT LLC | |||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | 202967521 | REAL ESTATE | OH | 0 | 15129657 | NA |
| EAST AQUA DEVELOPMENT II LLC | |||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | 204504624 | REAL ESTATE | OH | 0 | 599137 | NA |
| EAST AQUA DEVELOPMENT III LLC | |||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | 262559044 | REAL ESTATE | OH | 0 | 3520672 | NA |
| WEST AQUA DEVELOPMENT LLC | |||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | 202493883 | REAL ESTATE | OH | 0 | 1305157 | NA |
| EAST AQUA DEVELOPMENT V | |||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | 202493883 | REAL ESTATE | OH | 0 | 4526669 | NA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|
| Charitable Remainder Unitrust (28) | |||
| Char Rem Trust | OH | Univ of Dayton | Trust |
| Charitable Remainder Trust (3) | |||
| Char Rem Trust | OH | Univ of Dayton | Trust |
| Unitrust | |||
| Trust | OH | Univ of Dayton | Trust |
| Charitable Remainder Annuity Trust (2) | |||
| Char Rem Trust | OH | Univ of Dayton | Trust |
| Charitable Remainder Unitrust (3) | |||
| Char Rem Trust | NA | Trust | |
| Charitable Trust (5) | |||
| Char Rem Trust | NA | Trust | |
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