CAPITAL UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CAPITAL UNIVERSITY (EIN 31-4379435)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-01
- IRS object ID
- 201230619349300888
- Schema version
- 2010v3.2
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-01T10:45:14-06:00 | 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 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 West Broad Street | AddressLine1 |
| Address Line2 | Suite 1700 | AddressLine2 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 432153713 | 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 | 314379435 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPITAL UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CAPI | NameControl |
| Phone | 6142366813 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 College and Main | AddressLine1 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 43209 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN E TATE | Name |
| Title | VP OF BUSINESS AND FINANCE | Title |
| Date Signed | 2012-01-27 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6144690001 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENVY A BOWMAN | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 College and Main | AddressLine1 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 43209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 122877238 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CAPITAL.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1830 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE PERSONAL GROWTH BY ENCOURAGING, ENABLING AND CELEBRATING LEARNING; PREPARE INDIVIDUALS TO BE KNOWLEDGEABLE, INDEPENDENT, CRITICAL THINKERS; INSPIRE INDIVIDUALS TO BE MORALLY REFLECTIVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2098 | TotalNbrEmployees |
| Total Nbr Volunteers | 34 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4437244 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5017805 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 100279427 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 106452084 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7073000 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2369461 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 231720 | OtherRevenuePriorYear |
| Other Revenue Current Year | 349670 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 112021391 | TotalRevenuePriorYear |
| Total Revenue Current Year | 114189020 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 34187089 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 37638908 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 46824735 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 46500020 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2028546 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24227986 | OtherExpensePriorYear |
| Other Expenses Current Year | 25736103 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 105239810 | TotalExpensesPriorYear |
| Total Expenses Current Year | 109875031 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6781581 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4313989 | RevenuesLessExpensesCY |
| Total Assets BOY | 193700111 | TotalAssetsBOY |
| Total Assets EOY | 206752897 | TotalAssetsEOY |
| Total Liabilities BOY | 54818356 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 52513390 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 138881755 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 154239507 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PROVIDE PERSONAL GROWTH BY ENCOURAGING, ENABLING & CELEBRATING LEARNING; PREPARE INDIVIDUALS TO BE KNOWLEDGEABLE, INDEPENDENT, CRITICAL THINKERS; INSPIRE INDIVIDUALS TO BE MORALLY REFLECTIVE, SPIRITUALLY ALIVE & CIVICALLY ENGAGED. | MissionDescription |
| Significant Change | false | SignificantChange |
| Expense | 55781479 | Expense |
| Grants | 33983793 | Grants |
| Revenue | 71396209 | Revenue |
| Description | CAPITAL UNIVERSITY PROVIDES ACADEMIC OPPORTUNITIES TO 2,500 STUDENTS IN ITS UNDERGRADUATE PROGRAMS. THE UNIVERSITY OFFERS FIVE UNDERGRADUATE DEGREES WITH MORE THAN 70 MAJORS, TAUGHT BY MORE THAN 200 FULL-TIME GRADUATE AND UNDERGRADUATE FACULTY. MORE THAN 2100 STUDENTS RECEIVE INSTITUTIONAL FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS AND GRANTS. SINCE CAPITAL IS IN A METROPOLITAN SETTING IN THE COLUMBUS SUBURB OF BEXLEY, STUDENTS ENJOY MANY ACADEMIC, CULTURAL, RECREATIONAL AND SOCIAL ACTIVITIES. THE ACADEMIC EXPERIENCE AT CAPITAL INCLUDES A RICH VARIETY OF INTERNSHIPS AND EDUCATIONAL OPPORTUNITIES FOR STUDENTS IN COOPERATION WITH NATIONAL CORPORATIONS, HEALTH AND OTHER NON-PROFIT AGENCIES AND GOVERNMENTAL OFFICES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15703670 | Expense |
| Grants | 3655115 | Grants |
| Revenue | 23246818 | Revenue |
| Description | CAPITAL UNIVERSITY PROVIDES ACADEMIC OPPORTUNITIES TO 840 STUDENTS IN ITS GRADUATE DEGREE PROGRAMS. THE UNIVERSITY OFFERS NINE GRADUATE DEGREES IN LAW, TAXATION, BUSINESS, NURSING AND MUSIC. MORE THAN 400 GRADUATE STUDENTS RECEIVE INSTITUTIONAL FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS AND GRANTS. IN ADDITION TO THE GRADUATE PROGRAMS HOUSED ON THE MAIN CAMPUS IN THE SUBURB OF BEXLEY, THE CAPITAL UNIVERSITY LAW SCHOOL IS LOCATED IN DOWNTOWN COLUMBUS, PROVIDING STUDENTS THE PROSPECT OF ENHANCING THEIR EDUCATION THROUGH INTERNSHIPS AND OTHER OPPORTUNITIES WITH FEDERAL, STATE AND COUNTY AGENCIES, AND WITH LAW FIRMS IN OHIO'S CAPITAL CITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11171756 | Expense |
| Revenue | 249824 | Revenue |
| Description | THE UNIVERSITY PROVIDES ADDITIONAL SERVICES TO ITS STUDENTS TO SUPPORT AND ENHANCE THE EDUCATIONAL EXPERIENCE. THESE INCLUDE THE SERVICES OF THE ADMISSION OFFICE, REGISTRAR, CAMPUS PASTOR, MEDICAL CLINIC, CAREER SERVICES, STUDENT GOVERNMENT, GREEK LIFE, STUDENT NEWSPAPER AND LITERARY MAGAZINE, MULTICULTURAL AFFAIRS, INTERNATIONAL EDUCATION, INTRAMURALS AND VARSITY ATHLETICS. CAPITAL STUDENTS STUDIED IN MEXICO, EUROPE, CENTRAL AMERICA AND ASIA WITH FINANCIAL ASSISTANCE FROM THE UNIVERSITY. IN ADDITION TO MANY INTRAMURAL ACTIVITIES IN AND AROUND THE 126,000-SQUARE-FOOT CAPITAL CENTER, THE UNIVERSITY FIELDS 18 MEN'S AND WOMEN'S VARSITY TEAMS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17839604 | Expense |
| Revenue | 11627409 | Revenue |
| Description | PUBLIC SERVICE AND INSTITUTIONAL SUPPORT | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 17839604 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 11627409 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 100496509 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | 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 | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | 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 | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | 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 | 5753 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2098 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| 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 | false | QuidProQuoContributions |
| 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 | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | 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 | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Toni Streit | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6142366292 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 COLLEGE and MAIN | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 432092394 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (50 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Individual Trustee Or DirectorIndividualTrusteeOrDirector |
|---|---|---|---|---|---|---|---|
| MARK STRASSER | |||||||
| FACULTY, LAW | 50 | X | 183363 | 0 | 38170 | ||
| ROBERTA MITCHELL | |||||||
| FACULTY, LAW | 50 | X | 182326 | 0 | 25642 | ||
| DAN TURAK | |||||||
| FACULTY, LAW | 50 | X | 187311 | 0 | 35819 | ||
| BETTY LOVELACE | |||||||
| VP/DEAN STUDENT AFFAIRS | 60 | 139169 | 0 | 21560 | X | ||
| JACK GUTTENBERG | |||||||
| FACULTY, LAW | 60 | X | 203901 | 0 | 36790 | ||
| RICHARD LOMBARDI | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| DENVY BOWMAN | |||||||
| PRESIDENT | 60 | 318121 | 0 | 31828 | X | X | |
| DICK HARTMANN | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| SUSAN TATE | |||||||
| VP BUS & FIN, TREASURER | 60 | 166678 | 0 | 22587 | X | ||
| ANDRE PORTER | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| EJ THOMAS | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| ANN LEAK | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| MICHELLE ADAMS | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| MARK BROWN | |||||||
| FACULTY, LAW | 50 | X | 182824 | 0 | 30903 | ||
| DONNA SMITH | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| MIKE CRANE | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| JOHN WALKER | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| BERNIE OSTROWSKI | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| ELIZABETH EATON | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| JERRY BAHLMANN | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| PATSY THOMAS | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| JOHN MEYER | |||||||
| VP UNIV ADVANCEMENT (6/2010 - 5/2011) | 60 | 178936 | 0 | 16027 | X | ||
| HARRY RADUEGE | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| KEN WEIXEL | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| LORI MCKIRNAN | |||||||
| ASS'T TREAS/ASS'T VP BUS & FIN | 60 | 92404 | 0 | 16063 | X | ||
| BILL HAUEISEN | |||||||
| VICE CHAIR | 2 | 0 | 0 | 0 | X | X | |
| RICH ASHBROOK | |||||||
| PROVOST & VP ACAD AFFAIRS | 60 | 165205 | 0 | 34154 | X | ||
| KATHY WOLFGRAM | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| DICK BOYD | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| STEVE WACHTMAN | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| TED LONG | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| JACQUELINE PRIMEAU | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| KAREN MORRISON | |||||||
| TRUSTEE (7/2010 - 6/1/2011) | 2 | 0 | 0 | 0 | X | ||
| JOHN PHILLIPS | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| DENNY FREUDEMAN | |||||||
| CHAIR | 2 | 0 | 0 | 0 | X | X | |
| KEVIN SAYERS | |||||||
| VP PLANNING & STRATEGY | 60 | 164103 | 0 | 39955 | X | ||
| LEE ANNE LOWMAN | |||||||
| SECRETARY | 2 | 0 | 0 | 0 | X | X | |
| GARY QUALMANN | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| MIKE DAVIS | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| DICK WILLIAMS | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| CAROL MCWILLIAMS | |||||||
| TRUSTEE | 2 | 0 | 0 | 0 | X | ||
| TANYA POTEET | |||||||
| ASS'T SEC'Y/UNIV COUNSEL | 60 | 149278 | 0 | 13389 | X | ||
| JOYCE EDELMAN | |||||||
| TRUSTEE (7/2010 - 12/2010) | 2 | 0 | 0 | 0 | X | ||
| LISA RANKIN | |||||||
| TRUSTEE (7/2010 - 10/2010) | 2 | 0 | 0 | 0 | X | ||
| JOSEPH CARRABBA | |||||||
| TRUSTEE (10/2010 - 6/2011) | 2 | 0 | 0 | 0 | X | ||
| BONNIE GERBER | |||||||
| TRUSTEE (10/2010 - 6/2011) | 2 | 0 | 0 | 0 | X | ||
| JAMES HAVENS | |||||||
| TRUSTEE (6/2011) | 2 | 0 | 0 | 0 | X | ||
| SUSAN JABLONSKI | |||||||
| TRUSTEE (1/2011 - 6/2011) | 2 | 0 | 0 | 0 | X | ||
| RONALD PIERRE | |||||||
| TRUSTEE (1/2011 - 6/2011) | 2 | 0 | 0 | 0 | X | ||
| MORITZ ZIEGLER | |||||||
| TRUSTEE (10/2010 - 6/2011) | 2 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2313619 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 362887 | TotalOtherCompensation |
| Number Individuals GT100 K | 53 | NumberIndividualsGT100K |
| Formers Listed | false | 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 |
|---|---|---|---|---|---|
| PARKHURST DINING SERVICE | |||||
| PO BOX 644091 | PITTSBURGH | PA | 15264 | DINING/FOOD SERVICE | 2729165 |
| AETNA BUILDING MAINTENANCE | |||||
| PO BOX 636290 | CINCINNATI | OH | 452636290 | CUSTODIAL SERVICES | 1407327 |
| TURNER CONSTRUCTION COMPANY | |||||
| 250 E WILSON BRIDGE ROAD | WORTHINGTON | OH | 43085 | ELEVATOR CONSTRUCTION WORK | 1371542 |
| OLOGIE LLC | |||||
| 447 E MAIN ST | COLUMBUS | OH | 43215 | BRANDING/MARKETING | 480825 |
| ROSLOVIC & PARTNERS INC | |||||
| 600 MORRISON ROAD | GAHANNA | OH | 43230 | PROFESSIONAL SERVICES | 472913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 20 | NumberOfContractorsGT100K |
| Fundraising Events | 11760 | FundraisingEvents |
| Government Grants | 1228579 | GovernmentGrants |
| All Other Contributions | 3777466 | AllOtherContributions |
| Noncash Contributions | 163750 | NoncashContributions |
| Total Contributions | 5017805 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| EDUCATIONAL PROGRAMS- UNDERGRADUATE | 71396208 | 71396208 |
| EDUCATIONAL PROGRAMS- GRADUATE | 23246818 | 23246818 |
| AUXILIARIES | 10305486 | 10305486 |
| GENERAL EDUCATIONAL PROGRAMS | 1090693 | 1090693 |
| BOOKSTORE REVENUE | 163055 | 163055 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 249824 | TotalRevenueColumn |
| Related Or Exempt Function Income | 249824 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 106452084 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1683005 | TotalRevenueColumn |
| Exclusion | $1,683,005 | 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 Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 355107 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 76115 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 278992 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 278992 | TotalRevenueColumn |
| Exclusion | $278,992 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9298231 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8611775 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 686456 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 686456 | TotalRevenueColumn |
| Exclusion | $686,456 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 850 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 11760 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 328 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 522 | TotalRevenueColumn |
| Exclusion | $522 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 37078 | 35098 | $1,980 |
| VARIOUS PROGRAM FEES | 33078 | 33078 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 70156 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 114189020 | TotalRevenueColumn |
| Related Or Exempt Function Income | 106520260 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,650,955 | 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 | 37305101 | Total |
| Program Services | 37305101 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333807 | Total |
| Program Services | 333807 | ProgramServices |
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 | 1331759 | Total |
| Program Services | 1037542 | ProgramServices |
| Management And General | 115282 | ManagementAndGeneral |
| Fundraising | 178935 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36433 | Total |
| Fundraising | 36433 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33510389 | Total |
| Program Services | 29220101 | ProgramServices |
| Management And General | 3246678 | ManagementAndGeneral |
| Fundraising | 1043610 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2634746 | Total |
| Program Services | 2274193 | ProgramServices |
| Management And General | 252688 | ManagementAndGeneral |
| Fundraising | 107865 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6370736 | Total |
| Program Services | 5506988 | ProgramServices |
| Management And General | 611887 | ManagementAndGeneral |
| Fundraising | 251861 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2615957 | Total |
| Program Services | 2267215 | ProgramServices |
| Management And General | 251913 | ManagementAndGeneral |
| Fundraising | 96829 | 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 | 31436 | Total |
| Management And General | 31436 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79567 | Total |
| Management And General | 79567 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 284899 | Total |
| Management And General | 284899 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7322720 | Total |
| Program Services | 6524477 | ProgramServices |
| Management And General | 724942 | ManagementAndGeneral |
| Fundraising | 73301 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441123 | Total |
| Program Services | 396347 | ProgramServices |
| Management And General | 44039 | ManagementAndGeneral |
| Fundraising | 737 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2409759 | Total |
| Program Services | 2044655 | ProgramServices |
| Management And General | 227184 | ManagementAndGeneral |
| Fundraising | 137920 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1240256 | Total |
| Program Services | 1116230 | ProgramServices |
| Management And General | 124026 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3613552 | Total |
| Program Services | 3252197 | ProgramServices |
| Management And General | 361355 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1194585 | Total |
| Program Services | 1016060 | ProgramServices |
| Management And General | 112896 | ManagementAndGeneral |
| Fundraising | 65629 | 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 | 1508982 | Total |
| Program Services | 1326200 | ProgramServices |
| Management And General | 147356 | ManagementAndGeneral |
| Fundraising | 35426 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 496002 | Total |
| Program Services | 446402 | ProgramServices |
| Management And General | 49600 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6059488 | Total |
| Program Services | 5453539 | ProgramServices |
| Management And General | 605949 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 449645 | Total |
| Program Services | 404681 | ProgramServices |
| Management And General | 44964 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BAD DEBT EXPENSE | 267983 | 267983 | |
| INSTRUCTIONAL EXPENSE | 229743 | 206769 | 22974 |
| OTHER INDIRECT EXPENSES | 106363 | 96022 | 10341 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109875031 | Total |
| Program Services | 100496509 | ProgramServices |
| Management And General | 7349976 | ManagementAndGeneral |
| Fundraising | 2028546 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12643197 | BOY |
| EOY | 15537892 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1176612 | BOY |
| EOY | 1115155 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7041660 | BOY |
| EOY | 6868375 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58788 | BOY |
| EOY | 72803 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 942736 | BOY |
| EOY | 666857 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 168601767 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 64314611 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104400832 | BOY |
| EOY | 104287156 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52147430 | BOY |
| EOY | 61271544 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9557393 | BOY |
| EOY | 10492385 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5731463 | BOY |
| EOY | 6440730 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193700111 | BOY |
| EOY | 206752897 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8572122 | BOY |
| EOY | 7466488 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3909209 | BOY |
| EOY | 3906448 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28820000 | BOY |
| EOY | 28070000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4654963 | BOY |
| EOY | 4614061 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8862062 | BOY |
| EOY | 8456393 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54818356 | BOY |
| EOY | 52513390 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91776133 | BOY |
| EOY | 101277259 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9488371 | BOY |
| EOY | 13888866 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37617251 | BOY |
| EOY | 39073382 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138881755 | BOY |
| EOY | 154239507 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193700111 | BOY |
| EOY | 206752897 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4313989 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 11043763 | 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 Exmpt Function Expenditures | 0 | TotalExmptFunctionExpenditures |
| Total Lobbying Expenditures IIB | 0 | TotalLobbyingExpendituresIIB |
| Non Ded Lobby Political Total | 0 | NonDedLobbyPoliticalTotal |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 1646988 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 53014827 | BeginningOfYearBalance |
| Contributions | 1431755 | Contributions |
| Investment Earnings Or Losses | 10273162 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1215854 | GrantsOrScholarships |
| Other Expenditures | 1327022 | OtherExpenditures |
| Administrative Expenses | 228049 | AdministrativeExpenses |
| End Of Year Balance | 61948819 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49443635 | BeginningOfYearBalance |
| Contributions | 1027878 | Contributions |
| Investment Earnings Or Losses | 5430949 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1184102 | GrantsOrScholarships |
| Other Expenditures | 1494156 | OtherExpenditures |
| Administrative Expenses | 209377 | AdministrativeExpenses |
| End Of Year Balance | 53014827 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 60475993 | BeginningOfYearBalance |
| Contributions | 2236438 | Contributions |
| Investment Earnings Or Losses | -10487927 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1046439 | GrantsOrScholarships |
| Other Expenditures | 1538577 | OtherExpenditures |
| Administrative Expenses | 195853 | AdministrativeExpenses |
| End Of Year Balance | 49443635 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.24100 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.75900 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11283610 | OtherCostOrOtherBasis |
| Book Value | 11283610 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 87372604 | OtherCostOrOtherBasis |
| Depreciation | 35795801 | Depreciation |
| Book Value | 51576803 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22974454 | OtherCostOrOtherBasis |
| Depreciation | 7303293 | Depreciation |
| Book Value | 15671161 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35629557 | OtherCostOrOtherBasis |
| Depreciation | 18744640 | Depreciation |
| Book Value | 16884917 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11341542 | OtherCostOrOtherBasis |
| Depreciation | 2470877 | Depreciation |
| Book Value | 8870665 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 104287156 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HIRTLE CALLAGHAN TOTAL RETURN & ABSOLUTE RETURN OFFSHORE FUNDS | 6388150 | F |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUNDS | 4090534 | F |
| REAL ESTATE | 13701 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 10492385 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AGENCY FUNDS HELD FOR OTHERS | $153,298 |
| ANNUITIES PAYABLE | $1,276,619 |
| POSTRETIREMENT BENEFIT OBLIGATIONS | $1,855,028 |
| ADVANCES FROM GOVERNMENT FOR STUDENT LOANS | $5,171,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8456393 | TotalOfAmounts |
| Total Revenue | 114189020 | TotalRevenue |
| Total Expenses | 109875031 | TotalExpenses |
| Excess Or Deficit For Year | 4313989 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 10757320 | NetUnrealizedGLOnInvestments |
| Other | $286,443 | OtherAmount |
| Total Adjustments | 11043763 | TotalAdjustments |
| Excess Or Deficit Per FS | 15357752 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 87602489 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 10757320 | NetUnrealizedGainsInvestments |
| Other Revenues | 576625 | OtherRevenues |
| Revenue Not Rptd F990 | 11333945 | RevenueNotRptdF990 |
| Revenue Subtotal | 76268544 | RevenueSubtotal |
| Investment Expenses Not Included | 284899 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 37635577 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 37920476 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 114189020 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 72244737 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 76443 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 76443 | ExpensesNotRptdF990 |
| Expenses Subtotal | 72168294 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 284899 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 37421838 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 37706737 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 109875031 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Collections of art - description of collections | Schedule D, Part III, Line 4 | THE COLLECTION CONSISTS OF A WIDE-RANGE OF ARTWORK COVERING MORE THAN 2,000 YEARS, FROM MANY CULTURES AND MEDIUMS. THE MISSION OF THE GALLERY IS TO PROMOTE USE AS AN INTEGRAL PART OF THE TEACHING MISSION OF THE UNIVERSITY, AND TO CONTRIBUTE TO INTELLECTUALLY STIMULATING, CREATIVE CULTURE ENVIRONMENT FOR THE UNIVERSITY AND COMMUNITY. |
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | ENDOWMENT FUNDS PROVIDE SUPPORT FOR STUDENT SCHOLARSHIPS, SUPPORT FOR GENERAL OPERATIONS, AND SUPPORT FOR SPECIFIC PROGRAMS IDENTIFIED BY DONORS. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | THE INTERNAL REVENUE SERVICE HAS RULED THAT CAPITAL UNIVERSITY IS A TAX-EXEMPT EDUCATIONAL INSTITUTION UNDER §501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN §501 (C)(3). GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PRESCRIBES RECOGNITION THRESHOLDS AND MEASUREMENT ATTRIBUTES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TAX BENEFITS WILL BE RECOGNIZED ONLY IF A TAX POSITION IS MORE-LIKELY-THAN-NOT SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. MANAGEMENT HAS CONCLUDED THAT THEY ARE UNAWARE OF ANY TAX BENEFITS OR LIABILITIES TO BE RECOGNIZED AT JUNE 30, 2011 OR 2010, RESPECTIVELY. THE UNIVERSITY WOULD RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. THE UNIVERSITY HAS NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES FOR THE YEAR ENDED JUNE 30, 2011 OR 2010, RESPECTIVELY. THE UNIVERSITY IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2008. THE UNIVERSITY DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. |
| Other changes in net assets | Schedule D, Part XI, Line 8 | POSTRETIREMENT BENEFIT OBLIGATION RELATED CHANGES OTHER THAN PERIODIC COSTS - 500182; ACTUARIAL CHANGE IN ANNUITY LIABILITY - -213739; |
| Other revenues in audited financial statements not in form 990 | Schedule D, Part XII, Line 2d | RENTAL EXPENSE - 76115; POSTRETIREMENT BENEFIT OBLIGATION RELATED CHANGES OTHER THAN PERIODIC COSTS - 500182; FUNDRAISING EXPENSE - 328; |
| Other revenues in form 990 not in audited financial statements | Schedule D, Part XII, Line 4b | ACTUARIAL CHANGE IN ANNUITY LIABILITY - 213739; STUDENT FINANCIAL AID - 37421838; |
| Other expenses in audited financial statements not in form 990 | Schedule D, Part XIII, Line 2d | RENTAL EXPENSES - 76115; FUNDRAISING EXPENSE - 328; |
| Other expenses in form 990 not in audited financial statements | Schedule D, Part XIII, Line 4b | STUDENT FINANCIAL AID - 37421838; |
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 | Financial aid or assistance from a governmental agency | Identifier |
| Return Reference | Schedule E, Line 6a | ReturnReference |
| Explanation | THE UNIVERSITY RECEIVES FINANCIAL ASSISTANCE FROM THE US GOVERNMENT IN CONNECTION WITH PERKINS STUDENT LOANS, NURSING STUDENT LOANS, COLLEGE WORK-STUDY, PELL GRANTS AND SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAMS. CAPITAL UNIVERSITY ALSO RECEIVES SUPPORT FROM THE STATE OF OHIO FOR SIMILAR AID PROGRAMS. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (11 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | GRANTS | STUDY ABROAD | 250453 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTS | STUDY ABROAD | 7995 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS | STUDY ABROAD | 45684 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDENT & FACULTY TRAVEL FOR FIELD TRIPS AND RESEARCH | 3407 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | STUDENT & FACULTY TRAVEL FOR FIELD TRIPS AND RESEARCH | 34130 |
| NORTH AMERICA (CANADA & MEXICO ONLY) | 0 | 0 | PROGRAM SERVICES | STUDENT & FACULTY TRAVEL FOR FIELD TRIPS AND RESEARCH | 2061 |
| SUB SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDENT & FACULTY TRAVEL FOR FIELD TRIPS AND RESEARCH | 1123 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDENT & FACULTY TRAVEL FOR FIELD TRIPS AND RESEARCH | 3000 |
| SOUTH ASIA | 0 | 0 | GRANTS | STUDY ABROAD | 16825 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PASSIVE INVESTMENTS | 9169000 | |
| NORTH AMERICA (CANADA & MEXICO ONLY) | 0 | 0 | GRANTS | STUDY ABROAD | 12850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 9546528 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (5 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| FINANCIAL AID TO SUPPORT STUDY ABROAD | EUROPE (INCLUDING ICELAND AND GREENLAND) | 22 | 250453 | CHECK |
| FINANCIAL AID TO SUPPORT STUDY ABROAD | EAST ASIA AND THE PACIFIC | 4 | 45384 | CHECK |
| FINANCIAL AID TO SUPPORT STUDY ABROAD | CENTRAL AMERICA AND THE CARIBBEAN | 1 | 7995 | CHECK |
| FINANCIAL AID TO SUPPORT STUDY ABROAD | SOUTH ASIA | 1 | 16825 | CHECK |
| FINANCIAL AID TO SUPPORT STUDY ABROAD | NORTH AMERICA (CANADA & MEXICO ONLY) | 1 | 12850 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | ALL STUDENTS ELECTING TO PARTICIPATE IN A STUDY ABOARD PROGRAM ARE AWARDED FINANCIAL AID GRANTS AND OTHER AID BASED ON THE COST OF ATTENDANCE AND FEDERAL NEED CALCULATIONS. ALL GRANT FUNDS TO SUPPORT THESE STUDENTS ARE REMITTED DIRECTLY TO THE HOST INSTITUTION TO BE APPLIED TO THE STUDENTS' PROGRAM CHARGES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (9 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| ENDOWED SCHOLARSHIPS - UNDERGRADUATE | 561 | 1265813 | 0 | NA | NA |
| INSTITUTIONAL RESTRICTED SCHOLARSHIPS - UNDERGRADUATE | 76 | 108757 | 0 | NA | NA |
| MUSIC SCHOLARSHIP - UNDERGRADUATE | 247 | 2934930 | 0 | NA | NA |
| COLLEGIATE FELLOWSHIP AWARDS - UNDERGRADUATE | 42 | 1318653 | 0 | NA | NA |
| PRESIDENTIAL SCHOLARSHIP - UNDERGRADUATE | 1733 | 15903242 | 0 | NA | NA |
| GRANT IN AID & OTHER INSTITUTIONAL AID - UNDERGRADUATE | 2071 | 12118591 | 0 | NA | NA |
| ENDOWED SCHOLARSHIPS - GRADUATE | 46 | 69575 | 0 | NA | NA |
| INSTITUTIONAL RESTRICTED SCHOLARSHIPS - GRADUATE | 8 | 415572 | 0 | NA | NA |
| GRANT IN AID & OTHER INSTITUTIONAL AID - GRADUATE | 353 | 3169968 | 0 | NA | NA |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | THE UNIVERSITY AWARDS ONLY FINANCIAL AID GRANTS TO ENROLLED STUDENTS. GRANTS ARE CREDITED TO THE RECIPIENTS' ACCOUNTS FOR TUITION, FEES, ROOM AND BOARD. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK STRASSER | |||||||||||||
| 181880 | 0 | 0 | 0 | 1483 | 0 | 15168 | 0 | 23002 | 0 | 221533 | 0 | 0 | 0 |
| ROBERTA MITCHELL | |||||||||||||
| 177637 | 0 | 0 | 0 | 4689 | 0 | 16062 | 0 | 9580 | 0 | 207968 | 0 | 0 | 0 |
| DAN TURAK | |||||||||||||
| 183875 | 0 | 0 | 0 | 3436 | 0 | 16980 | 0 | 18839 | 0 | 223130 | 0 | 0 | 0 |
| BETTY LOVELACE | |||||||||||||
| 138011 | 0 | 0 | 0 | 1158 | 0 | 12647 | 0 | 8913 | 0 | 160729 | 0 | 0 | 0 |
| JACK GUTTENBERG | |||||||||||||
| 202002 | 0 | 0 | 0 | 1899 | 0 | 17950 | 0 | 18840 | 0 | 240691 | 0 | 0 | 0 |
| DENVY BOWMAN | |||||||||||||
| 276919 | 0 | 0 | 0 | 41202 | 0 | 22050 | 0 | 9778 | 0 | 349949 | 0 | 0 | 0 |
| SUSAN TATE | |||||||||||||
| 165242 | 0 | 0 | 0 | 1436 | 0 | 14924 | 0 | 7663 | 0 | 189265 | 0 | 0 | 0 |
| MARK BROWN | |||||||||||||
| 181936 | 0 | 0 | 0 | 888 | 0 | 16710 | 0 | 14193 | 0 | 213727 | 0 | 0 | 0 |
| JOHN MEYER | |||||||||||||
| 176560 | 0 | 0 | 0 | 2376 | 0 | 15750 | 0 | 277 | 0 | 194963 | 0 | 0 | 0 |
| RICH ASHBROOK | |||||||||||||
| 164410 | 0 | 0 | 0 | 795 | 0 | 15315 | 0 | 18839 | 0 | 199359 | 0 | 0 | 0 |
| KEVIN SAYERS | |||||||||||||
| 163793 | 0 | 0 | 0 | 310 | 0 | 15249 | 0 | 24706 | 0 | 204058 | 0 | 0 | 0 |
| TANYA POTEET | |||||||||||||
| 148846 | 0 | 0 | 0 | 432 | 0 | 13112 | 0 | 277 | 0 | 162667 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Housing allowance or residence for personal use | Schedule J, Part I, Line 1a | THE PRESIDENT OF THE UNIVERSITY RECEIVES MONTHLY HOUSING, AUTO AND PHONE ALLOWANCES. ALL ALLOWANCES ARE TREATED AS TAXABLE COMPENSATION. |
| Health or social club dues or initiation fees | Schedule J, Part I, Line 1a | THE UNIVERSITY PROVIDES A SOCIAL CLUB MEMBERSHIP TO THE PRESIDENT. THIS PROVIDES A FACILITY FOR HOSTING UNIVERSITY RELATED EVENTS AND AS SUCH IS NOT TREATED AS TAXABLE COMPENSATION SINCE IT IS USED STRICTLY FOR BUSINESS PURPOSES. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 346849674 | IssuerEIN |
| CUSIP Number | 67756BSK7 | CUSIPNumber |
| Date Issued | 2006-10-31 | DateIssued |
| Issue Price | 30850000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION AND IMPROVEMENTS | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 30998481 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 343331 | IssuanceCostsFromProceeds |
| Credit Enhancement | 85915 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 17153809 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.0041 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.0000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.0041 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | true | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
Name Of Interested Business NameOfInterestedBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Grant | 2750 | AmountOfGrant |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON WACHTMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FATHER OF TRUSTEE STEVE WACHTMAN | Relationship |
| Amount Of Transaction | 36433 | AmountOfTransaction |
| Description Of Transaction | COMPENSATION | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMOUNT OF GRANT AND TYPE OF ASSISTANCE | Identifier |
| Return Reference | SCHEDULE L, PART III, COLUMN C | ReturnReference |
| Explanation | $2,750 DISCOUNTED TUITION | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 19 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 105488 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | MERCHANDISE | 40 | 20262 | COST |
| X | USED EQUIPMENT | 2 | 38000 | DONOR PROVIDED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | 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 (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of other program services | Form 990, Part III, Line 4d | PUBLIC SERVICE AND INSTITUTIONAL SUPPORT |
| Family/business relationships amongst interested persons | Form 990, Part VI, Section A, Line 2 | MIKE CRANE AND GARY QUALMANN - BUSINESS RELATIONSHIP |
| Significant changes to organizational documents | Form 990, Part VI, Section A, Line 4 | ON JUNE 6, 2011, THE BOARD OF TRUSTEES APPROVED THE AMENDED CAPITAL UNIVERSITY BYLAWS. THE AMENDED BYLAWS INTEGRATED THE BOARD CONSTITUTION AND THE BYLAWS INTO A SINGLE GOVERNING DOCUMENT THAT ENCOMPASSES THE PROCEDURES OF THE BOARD AND BEST PRACTICES OF BOARD GOVERNANCE. THE NEW BYLAWS MAKE SEVERAL CHANGES INCLUDING THE FOLLOWING: - CLARIFIES THE DUTIES OF THE BOARD AND PROVIDES AN ILLUSTRATIVE LIST OF POWERS AND DUTIES; - CREATES A PROCESS FOR REMOVAL OF A TRUSTEE; - EXPANDS THE DEFINITION OF OFFICERS OF THE UNIVERSITY TO INCLUDE THE BOARD CHAIR, VICE CHAIR, TREASURER, ASSISTANT TREASURER, SECRETARY, ASSISTANT SECRETARY, AND THE VICE PRESIDENTS; - CREATES AN ANNUAL MEETING AT WHICH THE TERMS OF THE OFFICERS BEGIN AND THE TERMS OF NEW AND REELECTED TRUSTEES BEGIN; - CLARIFIES THE ROLE AND RESPONSIBILITIES OF THE PRESIDENT AND CLEARLY STATES THAT THIS AUTHORITY IS VESTED THROUGH THE BOARD; - CLARIFIES THAT THE AUTHORITY OF THE VICE PRESIDENTS IS DETERMINED BY THE PRESIDENT IN CONSULTATION WITH THE BOARD; - DENOTES THAT A QUORUM IS A MAJORITY (FOR THE BOARD AND FOR BOARD COMMITTEES) AND THAT PROPER ACTION OCCURS WITH A MAJORITY VOTE OF A QUORUM; - CREATES A PROCESS FOR BOARD ACTION WITHOUT A FORMAL MEETING (SUCH AS THROUGH MAIL, EMAIL, FAX, CONFERENCE CALL); - STATES THE DUTIES OF THE GOVERNANCE AND AUDIT COMMITTEES, WHICH WERE FORMERLY STATED IN THE BOARD APPROVED COMMITTEE CHARTERS; - REAFFIRMS THE BOARD'S AUTHORITY TO CREATE THE STRUCTURE OF THE UNIVERSITY AND ITS COLLEGES OR DIVISIONS; - UPDATES THE UNIVERSITY'S NONDISCRIMINATION POLICY TO CURRENT PRACTICE; - UPDATES THE UNIVERSITY'S INDEMNIFICATION POLICY TO BE CONSISTENT WITH STATE LAW; - REFERENCES THE EXISTENCE OF A UNIVERSITY CONFLICT OF INTEREST POLICY; AND - CREATES A PERIODIC REVIEW PROCESS FOR THE BYLAWS. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | THE FORM 990 IS REVIEWED BY MANAGEMENT AND PRESENTED TO THE MEMBERS OF THE AUDIT COMMITTEE BY THE PAID TAX PREPARER ON JANUARY 27, 2012. AFTER THE REVIEW BY THE AUDIT COMMITTEE, EACH BOARD MEMBER IS PROVIDED A FULL COPY OF THE RETURN PRIOR TO ITS ELECTRONIC FILING WITH THE INTERNAL REVENUE SERVICE. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | THE CONFLICT OF INTEREST POLICY COVERS TRUSTEES AND OFFICERS (ALL UNIVERSITY OFFICERS, KEY EMPLOYEES AND BUDGET MANAGERS). THE POLICY REQUIRES TRUSTEES AND OFFICERS TO ACT IN THE BEST INTERESTS OF THE UNIVERSITY, SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY, AND FULLY DISCLOSE ANY CONFLICT. POTENTIAL CONFLICTS ARE REVIEWED AT THE LEVEL OF THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH MAY CONSULT WITH OTHER COMMITTEES OF THE BOARD IF NECESSARY. IF A CONFLICT EXISTS, THE PERSON WITH THE CONFLICT MUST ABSTAIN FROM INFLUENCING, DELIBERATING OR VOTING ON THE MATTER AND THE ACTION OR TRANSACTION MUST BE DOCUMENTED AS BEING CLEARLY IN THE BEST INTEREST OF THE UNIVERSITY. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS PRESIDENT'S GOALS, ACCOMPLISHMENTS AND EVALUATIONS OF PERFORMANCE. THE BOARD ALSO REFERENCES COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA-HR) DATA, EVANGELICAL LUTHERAN CHURCH OF AMERICAN (ELCA) PRESIDENTIAL SURVEY AND OTHER SALARY SURVEYS FOR GUIDANCE ON SALARIES FOR LIKE INSTITUTIONS. THIS PROCESS IS FORMALLY DOCUMENTED AND WAS LAST UNDERTAKEN DURING THE CURRENT FISCAL YEAR END. |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS FORMAL EVALUATIONS DONE BY THE PRESIDENT FOR ALL VICE-PRESIDENTS. THE COMMITTEE REVIEWS GOALS, ACCOMPLISHMENTS, THE PRESIDENT'S RECOMMENDATIONS, AND CUPA-HR SALARY SURVEY DATA TO DETERMINE THE APPROPRIATE SALARIES TO BE GIVEN. THE PROCESS IS FORMALLY DOCUMENTED AND WAS LAST UNDERTAKEN DURING THE CURRENT FISCAL YEAR END. |
| Public Disclosure | Form 990, Part VI, Section C, Line 19 | A COPY OF THE AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE UNIVERSITY WEBSITE AS SOON AS APPROVED BY THE BOARD OF TRUSTEES. THE CONFLICT OF INTEREST POLICY IS POSTED ON THE HR HOMEPAGE, THE BYLAWS ARE POSTED ON THE HR HOMEPAGE AND THE UNIVERSITY'S WEB PAGE. NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC BEYOND WHAT HAS BEEN MENTIONED. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 10757320; EFFECT OF ADOPTION OF FASB 158 - 500182; ACTUARIAL CHANGE IN LIABILITY - -213739; |
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