2012-05-15T13:07:50-05:00 2011-06-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 2600 INDIANAPOLIS IN 46204 990 2010-07-01 237179567 COLLEGE OF MOUNT ST JOSEPH COLL 5132444711 5701 DELHI ROAD CINCINNATI OH 452331670 ANNE MARIE WAGNER 2012-05-04 3176817000 2010 2016-02-24 21:20:13Z Tony Aretz 5701 Delhi Road Cincinnati OH 452331670 72823658 false X msj.edu X 1972 OH Educate students through interdisciplinary liberal arts and professional curricula emphasizing values, integrity, and social responsibility. 29 25 1346 15 70312 -142 2096133 2743653 45908598 48898377 624193 1716695 1110387 558344 49739311 53917069 11678273 12438204 0 0 23724349 25065843 0 0 848062 13709022 14052225 49111644 51556272 627667 2360797 70396339 77109909 26022321 24392734 44374018 52717175 X THE COLLEGE OF MOUNT ST. JOSEPH IS A CATHOLIC ACADEMIC COMMUNITY GROUNDED IN THE SPIRITUAL VALUES AND VISION OF ITS FOUNDERS, THE SISTERS OF CHARITY. THE COLLEGE EDUCATES ITS STUDENTS THROUGH INTERDISCIPLINARY LIBERAL ARTS AND PROFESSIONAL CURRICULA EMPHASIZING VALUES, INTEGRITY AND SOCIAL RESPONSIBILITY. MEMBERS OF THE MOUNT COMMUNITY EMBRACE: EXCELLENCE IN ACADEMIC ENDEAVORS; INTEGRATION OF LIFE AND LEARNING; RESPECT AND CONCERN FOR ALL PERSONS; DIVERSITY OF CULTURES AND BELIEFS; SERVICE TO OTHERS. false false 27705212 12438204 38118152 Undergraduate Education - The Mount's Undergraduate Academic programs inspire excellence, intellectual challenge, and real life experiences. We offer majors in business, behavioral and natural sciences, education, health sciences, and arts and humanities. In addition, students have the opportunity to expand learning beyond the classroom through study abroad, cooperative ecucation, and service learning. The Mount offers programs tailored to traditional, adult, and part-time students. 12296807 0 4010960 Student and Residence Life - Includes admission and enrollment of students, as well as personal and career support. Also included are various campus activities and 21 athletic programs. Residence life is committed to providing quality housing for full-time single students that enhances the experience of each resident while supporting academic achievement and the mission of the college. 3474869 0 6769265 Graduate Education - Instructing and providing academic support to students and offering masters and doctoral programs. Degree programs include education, health sciences, and organizational leadership. 43476888 true true false false false false false false true true false false false true true true false true false false false false false true false false false true true true false false false false false false false false false true true false false false false true false false false false true 109 0 true 1346 true true true false false false false true true false false false false X 29 25 true false false false true true true true true false false true true true true true true true true false X ANNE MARIE WAGNER CFO 5132444711 5701 DELHI ROAD Cincinnati OH 452331670 Tony Aretz 48.0 X X 200720 0 69119 MARY DENISE KUPRIONIS 1.0 X X 0 0 0 Donald B Bush 1.0 X X 0 0 0 Nancy Bramlage SC 1.0 X 0 0 0 Joanne M Burrows SC 1.0 X 0 0 0 David W Clark 1.0 X 0 0 0 Barbara Davis SC 1.0 X 0 0 0 George S Elliot 1.0 X 0 0 0 Eric M Ellis 1.0 X 0 0 0 Michael J Habel 1.0 X 0 0 0 Linda R Holthaus 1.0 X 0 0 0 Mary E Ivers 1.0 X 0 0 0 Kathleen Kelly 1.0 X 0 0 0 Judith Metz SC 1.0 X 0 0 0 JASON P NIEHAUS 1.0 X 0 0 0 E Richard Oberschmidt Esq 1.0 X 0 0 0 David P Osborn CFA 1.0 X 0 0 0 Bernadette L Plair 1.0 X 0 0 0 Toby P Rau 1.0 X 0 0 0 Carole T Rigaud 1.0 X 0 0 0 Lisa Sanger 1.0 X 0 0 0 Thomas J Schiller 1.0 X 0 0 0 Mary Delores Schneider SC 1.0 X 0 0 0 Timothy J Schroeder 1.0 X 0 0 0 Kenneth W Stecher 1.0 X 0 0 0 Bernard P Suer 1.0 X 0 0 0 Mary Weadick 1.0 X 0 0 0 Patricia Wittberg SC 1.0 X 0 0 0 George B Wolohan 1.0 X 0 0 0 ANNE MARIE WAGNER 48.0 X 114875 0 11188 Mark Distasi 48.0 X 106490 0 3729 Darla Vale 48.0 X 106029 0 19309 SUSAN JOHNSON 48.0 X 105820 0 7360 ALAN DECOURCY 48.0 X 108687 0 23220 Keith Weber 48.0 X 105210 0 18943 847831 0 152868 10 false true false SANESE FOOD SERVICES INC 6465 BUSCH BLVD COLUMBUS OH 43229 FOOD SERVICES 1334452 JENZABAR 4001 EXECUTIVE PARK DR CINCINNATI OH 45241 SOFTWARE MAINT. 187200 IMBUS ROOFING CO 5 CHARLIN DR WILDER KY 41076 ROOFING 170494 HENDY INC 6968 WESSELMAN ROAD CLEVES OH 45202 CONSTRUCTION 140446 ERNST YOUNG LLP 1900 SCRIPPS CENTER CINCINNATI OH 45202 AUDITING SERVICES 120850 6 142282 489675 2111696 182346 2743653 UNDERGRADUATE EDUCATION 611310 38118152 38118152 STUDENT AND RESIDENT LIFE 611310 4010960 4010960 GRADUATE EDUCATION 611310 6769265 6769265 48898377 712015 224 711791 0 0 19812921 18808241 1004680 1004680 1004680 100059 142282 98348 1711 0 0 FACILITIES RENTAL 531190 256931 70088 186843 FOOD COURT 900099 109926 109926 OTHER 900099 189776 189776 556633 53917069 48898377 70312 2203016 0 12438204 12438204 0 0 395902 395902 0 19585863 16496778 2603805 485280 1141139 1035379 78508 27252 2573226 2334740 177033 61453 1369713 1242768 94234 32711 0 73375 73375 120850 120850 0 0 201207 201207 1092968 860404 208087 24477 175292 164512 8695 2085 3713837 2934261 703144 76432 248459 248459 0 957734 957734 470077 448354 14399 7324 0 218043 190664 20821 6558 697557 697557 0 3871691 2778943 1092748 346076 346076 BAD DEBTS 600000 600000 HOSPITALITY 509941 402249 28472 79220 DUES & SUBSCRIPTIONS 196208 128463 57748 9997 FOOD COURT EXPENSES 151424 151424 EQUIPMENT 114396 114396 293090 203080 54737 35273 51556272 43476888 7231322 848062 1520258 3868255 3019467 4319105 1139677 1064648 2086192 953398 1525736 1543425 976109 866664 70736491 41643007 30870597 29093484 26898822 32766986 1933097 2205125 426384 428819 70396339 77109909 1978338 1762721 1513562 1661694 4103557 4517455 16780000 14830000 1646864 1620864 26022321 24392734 X 25909153 29844033 5049789 8443802 13415076 14429340 44374018 52717175 70396339 77109909 X 2360797 5982360 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20998938 1724204 5612498 591804 303947 27439889 19384081 827874 1621878 621148 213747 20998938 24872334 333038 -3579564 606124 1635643 19384041 0.26000 0.50000 0.24000 false false 1937404 1937404 14886271 5289273 9596998 31551122 20554352 10996770 13495763 11099737 2396026 8865931 4699645 4166286 29093484 0 DEPOSITS 580259 FINANCIAL INSTRUMENTS LIABILIT 1040605 1620864 53917069 51556272 2360797 5705036 277324 5982360 8343157 59899429 5705036 277324 5982360 53917069 53917069 51556272 51556272 51556272 Organization's Intended Use of Endowment Fund Schedule D, Part V, Line 4 The college's endowment fund is primarily used to fund scholarships/aid for students. Other uses include plant operations, instructional, and academic support. RECONCILIATION OF CHANGE IN NET ASSETS SCHEDULE D, PART XI & XII CHANGE IN UNREALIZED APPRECIATION IN INVESTMENTS: 5,705,036 LOSS ON FINANCIAL INSTRUMENTS: 131,283 CHANGE IN ANNUITIES PAYABLE: 146,041 Total: 5,982,360 Liability for Uncertain Tax Positions Schedule D, Part X, Line 2 The college applies the provisions of ASC 740, Income Taxes, in regards to uncertain tax positions. The college completed an analysis of its tax positions at June 30, 2011 and 2010, and determined that no amounts were required to be recognized in the financial statements. true true true true true true true false false false false false false false false true false true Schedule E - Explanation for Line 3 Thc College of Mount St. Joseph is committed to providing an educational and employment environment free from discrimination or harrassment on the basis of race, color, national origin, religion, sex, age, disability, or other minority or protected status. This committment extends to the College's administration of its admission, financial aid, employment and academic policies, as well as the College's athletic programs and other college-administered programs, services, and activities. As published on front page of the College's website as well as our College catalog. Schedule E - Explanation for Line 6a The institution receives financial aid from the US Department of Education in the form of Pell Grants, SEOG Grants, and College Work Study. 4 Corners World 183645 132172 51473 34072 2176 26816 5947 Football/Golf 20219 3910 16309 1857 5899 4246 588 4 38477 6200 32277 953 12248 1249 2297 242341 142282 100059 36882 20323 32311 8832 98348 1711 true STUDENT AID 1970 12438204 DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS FORM 990, SCHEDULE I, PART I, LINE 2 A LIST OF RECIPIENTS OF SCHOLARSHIPS, FELLOWSHIPS, AND GRANTS IS ON FILE AT THE INSTITUTION UPON REQUEST. ALTHOUGH THERE MAY BE RECIPIENTS WHO ARE RELATED TO PERSONS HAVING AN INTEREST IN THE ORGANIZATION, SUCH RECIPIENTS ARE ON AN EQUAL, OBJECTIVELY DETERMINABLE BASIS WITH OTHER RECIPIENTS; THAT IS ALL STUDENTS RECEIVING AID ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT ON THE BASIS OF ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. X X X X false true X X X X X false false false false false false false false false Tony Aretz 164157 0 0 0 36563 0 10867 0 58252 0 269839 0 0 0 Schedule J, Part I, Line 1 President Tony Aretz received the following additional benefits: Car Allowance: $11,485 taxed. Use of private home on campus grounds: Rental value of $16,800/yr per independent market analysis. Utilities for home use: $6,303 per invoices. Authorized Travel for spouse: $1,323 approved by the Board of Trustees. Cincinnati Women's Club Membership for spouse: $750 taxed and approved by the Board of Trustees. Western Hills Country Club Dues/Fees: $2,710 taxed and approved by the board of trustees. Legatus Dues/Fees: $4,567 taxed and approved by the board of trustees. Free usage of college chapel/corona room: $700 customary rent Building & Grounds department maintains house and grounds: amount not quantified. Total: $44,638 Ohio Higher Educational Facility Commission 346849674 67756BLX6 2009-07-30 17200000 See Schedule O false false false 17200000 17024450 175500 2009 true false true true false false true false true 0.00030 0.00230 0.00260 true false true false false false false true MESSER CONSTRUCTION 2ENCOMPASS BERNARD SUER, BD. MEMBER 160626 CONSTRUCTION PROJECTS false FIFTH THIRD BANK TOM SCHILLER, BD. MEMBER 659614 BANK SERVICES/BOND/SWAP false US BANK Toby Rau, BD. MEMBER 2065506 BANK SERVICES/BOND/SWAP false X 14 127493 FMV OF DONATED PROP X GIFTS IN KIND 121 54853 FMV OF DONATED PROP 0 false false false Volunteers Form 990, Part I, Line 6 There were 15 volunteers in coaching spots for the College's Athletic Department. Description of Relationships Form 990, Part VI, Line 2 The College is aware of relationships between members of the Board of Trustees, their companies, and other board members and their companies but considers these relationships focused on services normal in the course of business. David Clark and Lisa Sanger, Trustees, have a business relationshhip. Michael Habel and Donald Bush, Trustees, have a business relationship. Toby Rau, Trustee, has business relationships with Donald Bush, Kathy Kelly, and Tom Schiller, Trustees. Description of Classes of Members or Stockholders Form 990, Part VI, Line 6 The members of the College corporation are the members of the Corporation Board for Sponsored Ministries appointed by the Sisters of Charity of Cincinnati, Ohio. Description of Classes of Persons and the Nature of Their Rights Form 990, Part VI, Line 7a The Board of Trustees of the College are elected by the members of the Corporation Board for Sponsored Ministries of the Sisters of Charity of Cincinnati, Ohio. Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights Form 990, Part VI, Line 7b The Sisters of Charity of Cincinnati, Ohio is the Sponsoring Order of the College. Certain recommendations from the Board of Trustees (such as the election or removal of the CEO) must be approved by the Sisters of Charity Corporation Board. There are other approval powers vested in the Sisters of Charity Leadership Council. Describe the Process used by Management &/or Governing Body to Review 990 Form 990, Part VI, Line 11b Draft copies of the Form 990 are presented to the Audit/Finance Committee and/or the Executive Committee of the Board of Trustees for review prior to filing. After discussion, modifications or changes are incorporated into the draft. This revised draft is then presented to the full Board of Trustees for review and discussion. Open items after this discussion will be taken back to the Executive Committee of the Board for final approval. Once it has been approved, it will be made available to the entire Board of Trustees before filing. Description of Process to Monitor Transactions for Conflicts of Interest Form 990, Part VI, Line 12c The chief risk officer forwarded all signed conflict of interest forms to the Audit/Finance Committee Chair, who reviewed them for possible conflict and reported to the Audit/Finance Committee of his findings. There were nine individuals who checked a "yes" answer at least once (creating a possible conflict of interest). Description of Process to Determine Compensation Form 990, Part VI, Line 15a & 15b The chair of the Board of Trustees distributed to the independent members of the executive committee comparison salary data for the president of the college and its cabinet members. The committee reviewed and discussed the data, compared it with the actual salary amounts and unanimously agreed the salaries were reasonable and fair. This process is done annually. Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public Form 990, Part VI, Line 19 The college does not disclose referenced documents to the public. Schedule K, Part I, Line A, Column F Revenue bonds used to refinance previous debt issued on 4/1/2004 and 7/22/2004 and to pay issuance costs. Schedule K, Part II, Line 8 2009 represents the year in which refinancing of the bond was complete. Construction was substantially complete in 2005 under the orgiginal Tax-exempt bond issue. Schedule K, Part IV, Line 2 The bond issuance is comprised of the following: Series B of the bonds are variable: 10,000,000 Series A of the bonds are fixed: 7,200,000 Sisters of Charity of Cincinnati 5900 Delhi Road Cincinnati OH 45051 310537158 Religious Com OH 501(c)(3) 1 NA false false true false false false false false true true false false false true true false false false