MOUNT ST JOSEPH UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT ST JOSEPH UNIVERSITY (EIN 23-7179567)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202621349349304577
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T14:39:46+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE S | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237179567 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT ST JOSEPH UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 5132444200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5701 DELHI ROAD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452331670 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY C BRIGGS | PersonNm |
| Person Title | TREASURER & CFO | PersonTitleTxt |
| Phone | 5132444803 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrea McNeely | PreparerPersonNm |
| PTIN | P02159795 | PTIN |
| Phone | 7325164200 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H JAMES WILLIAMS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5701 DELHI ROAD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452331670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $123,488,351 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MSJ.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 961 | TotalEmployeeCnt |
| Total Volunteers | 53 | TotalVolunteersCnt |
| Total Gross UBI | $31,165 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,951,674 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,510,267 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $58,548,801 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $62,278,739 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,307,074 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,060,722 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,202,168 | PYOtherRevenueAmt |
| CY Other Revenue | $1,369,714 | CYOtherRevenueAmt |
| PY Total Revenue | $68,009,717 | PYTotalRevenueAmt |
| CY Total Revenue | $77,219,442 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,328,295 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,558,048 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,011,149 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,167,972 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $938,423 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,026,255 | PYOtherExpensesAmt |
| CY Other Expenses | $19,553,844 | CYOtherExpensesAmt |
| PY Total Expenses | $73,365,699 | PYTotalExpensesAmt |
| CY Total Expenses | $74,279,864 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,355,982 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,939,578 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $125,333,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,779,619 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,669,674 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,960,176 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $100,663,931 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $104,819,443 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $40,106,235 | ExpenseAmt |
| Grant | $24,669,689 | GrantAmt |
| Revenue | $45,934,108 | RevenueAmt |
| Desc | UNDERGRADUATE EDUCATION - THE UNIVERSITY'S UNDERGRADUATE ACADEMIC PROGRAMS INSPIRE EXCELLENCE, INTELLECTUAL CHALLENGE, AND REAL LIFE EXPERIENCES. MAJORS ARE OFFERED IN BUSINESS, BEHAVIORAL AND NATURAL SCIENCES, EDUCATION, HEALTH SCIENCES, AND LIBERAL ARTS. IN ADDITION, STUDENTS HAVE THE OPPORTUNITY TO EXPAND LEARNING BEYOND THE CLASSROOM THROUGH COOPERATIVE EDUCATION, SERVICE LEARNING AND STUDY ABROAD PROGRAMS. THE UNIVERSITY OFFERS PROGRAMS TAILORED TO TRADITIONAL, ADULT AND PART-TIME STUDENTS. THE UNIVERSITY REPORTED ENROLLMENT OF 1,460 FOR THE 2024-2025 ACADEMIC YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,010,275 | ExpenseAmt |
| Revenue | $5,316,655 | RevenueAmt |
| Desc | STUDENT AND RESIDENCE LIFE - INCLUDES ADMISSION AND ENROLLMENT OF STUDENTS AS WELL AS PERSONAL AND CAREER SUPPORT. ALSO INCLUDES VARIOUS CAMPUS ACTIVITIES AND 21 ATHLETIC PROGRAMS. RESIDENCE LIFE IS COMMITTED TO PROVIDING QUALITY HOUSING FOR FULL-TIME SINGLE STUDENTS THAT ENHANCE THE EXPERIENCE OF EACH RESIDENT WHILE SUPPORTING ACADEMIC ACHIEVEMENT AND THE MISSION OF THE UNIVERSITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,062,120 | ExpenseAmt |
| Grant | $888,359 | GrantAmt |
| Revenue | $17,826,443 | RevenueAmt |
| Desc | GRADUATE EDUCATION - OFFERS MASTERS AND DOCTORAL PROGRAMS. INSTRUCT AND PROVIDE ACADEMIC SUPPORT TO STUDENTS ENROLLED IN THOSE PROGRAMS. DEGREES INCLUDE EDUCATION, HEALTH SCIENCES, MBA AND ORGANIZATIONAL LEADERSHIP. THE UNIVERSITY REPORTED ENROLLMENT OF 645 FOR THE 2024-2025 ACADEMIC YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $66,178,630 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 275 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 961 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY C BRIGGS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5132444200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5701 DELHI ROAD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452331670 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| H JAMES WILLIAMS | |||||||||
| PRESIDENT | 48.0 | 0.0 | Yes (X) | Yes (X) | $401,010 | $0 | $72,204 | ||
| ANN SALUKE MD | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANNETTE MUCKERHEIDE SC | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| COREY JOHNSON | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAN SUTTON | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DOMINIC IACOBUCCI | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD D BROWN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JACKIE REAU | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JANET CASTELLINI | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER DAMIANO | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER JACKSON | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEREMY VILTRO | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN YOUNG | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN HILTZ | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN GADE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN MALVEY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN RICE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LISA VANNIS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LORI HALLMARK | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARY ELLEN ADCOCK | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL B MATTINGLY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NANCY BRAMLAGE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA R ROSSMAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA A CRUISE SC | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAUL GARRETT | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBYN CAPONI | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN D MULLINGER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SYLVIA HENDON JD | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS SHOCKLEY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT O TERRY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY C BRIGGS | |||||||||
| TREASURER & CFO | 48.0 | 0.0 | Yes (X) | $182,933 | $0 | $48,132 | |||
| PAIGE L ELLERMAN | |||||||||
| SECRETARY/VICE PRESIDENT | 48.0 | 0.0 | Yes (X) | $199,185 | $0 | $10,543 | |||
| STEVEN ALMQUIST | |||||||||
| PROVOST | 48.0 | 0.0 | $163,365 | $0 | $20,929 | Yes (X) | |||
| AMY MURDOCH | |||||||||
| ASSISTANT DEAN OF READING SCIENCE | 48.0 | 0.0 | $216,891 | $0 | $14,663 | Yes (X) | |||
| CHRISTA A CURRIE-WITHROW | |||||||||
| VICE PROVOST | 48.0 | 0.0 | $168,635 | $0 | $0 | Yes (X) | |||
| DARLA VALE | |||||||||
| DEAN SCHOOL OF HEALTH SCIENCES | 48.0 | 0.0 | $140,731 | $0 | $22,879 | Yes (X) | |||
| JEFF WAMPLER | |||||||||
| VP MARKETING & COMMUNICATIONS | 48.0 | 0.0 | $160,494 | $0 | $150 | Yes (X) | |||
| LISA DEHNER | |||||||||
| PROGRAM DIRECTOR, PHYSICAL THERAPY | 48.0 | 0.0 | $148,305 | $0 | $11,136 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,781,549 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $200,636 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 43 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| INTEGRITY SPECIALTY CONTRACTORS LLC | ||||||||||
| 7324 KIRKRIDGE DR | CINCINNATI | OH | 45233 | GENERAL CONTRACTOR & CONSTRUCTION | $1,715,944 | |||||
| AVI FOODSYSTEMS INC | ||||||||||
| 2950 ELM ROAD NE | WARREN | OH | 44483 | FOOD SERVICE/CATERING | $1,619,646 | |||||
| EAB GLOBAL | ||||||||||
| PO BOX 603519 | CHARLOTTE | NC | 282603519 | EDUCATION TECHNOLOGY, SERVICES AND RESEARCH | $484,055 | |||||
| STRATEGIC ADVISERS LLC | ||||||||||
| 515 MONMOUTH ST | NEWPORT | KY | 41071 | MARKETING & COMMUNICATIONS | $376,285 | SUITE 301 | ||||
| LOOGOL CORP | ||||||||||
| INFORMATION TECHNOLOGY SERVICES | $326,950 | 64 ROE AVENUE | TORONTO | ONTARIO | CA | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $46,340 | FundraisingAmt |
| Related Organizations | $25,995 | RelatedOrganizationsAmt |
| Government Grants | $1,976,857 | GovernmentGrantsAmt |
| All Other Contributions | $4,461,075 | AllOtherContributionsAmt |
| Noncash Contributions | $101,155 | NoncashContributionsAmt |
| Total Contributions | $6,510,267 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| UNDERGRADUATE EDUCATION | 611310 | $41,387,488 | $41,387,488 | $0 | $0 |
| STUDENT AND RESIDENT LIFE | 611310 | $5,234,282 | $5,234,282 | $0 | $0 |
| GRADUATE EDUCATION | 611310 | $15,656,969 | $15,656,969 | $0 | $0 |
| $0 | $0 | $0 | $0 | ||
| $0 | $0 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $62,278,739 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,623,669 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,623,669 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,666,500 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,229,447 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,437,053 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,437,053 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,437,053 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $47,762 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $46,340 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,462 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,300 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,300 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Reading Science Center | 531190 | $464,691 | $464,691 |
| Apparel/Roar Store | 611710 | $170,246 | $170,246 |
| ERC INTEREST | 531190 | $431,261 | $431,261 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $295,216 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $264,051 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $31,165 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,361,414 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,219,442 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,046,041 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $31,165 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,631,969 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,914 | TotalAmt |
| Program Services | $8,914 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,549,134 | TotalAmt |
| Program Services | $25,549,134 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,393 | TotalAmt |
| Program Services | $184,952 | ProgramServicesAmt |
| Management And General | $867,441 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,674,933 | TotalAmt |
| Program Services | $19,697,210 | ProgramServicesAmt |
| Management And General | $3,308,465 | ManagementAndGeneralAmt |
| Fundraising | $669,258 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,620,137 | TotalAmt |
| Program Services | $2,190,728 | ProgramServicesAmt |
| Management And General | $354,636 | ManagementAndGeneralAmt |
| Fundraising | $74,773 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,820,509 | TotalAmt |
| Program Services | $1,567,873 | ProgramServicesAmt |
| Management And General | $204,749 | ManagementAndGeneralAmt |
| Fundraising | $47,887 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,096 | TotalAmt |
| Management And General | $311,096 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,447 | TotalAmt |
| Management And General | $165,447 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,001 | TotalAmt |
| Management And General | $70,001 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,243,476 | TotalAmt |
| Program Services | $1,927,556 | ProgramServicesAmt |
| Management And General | $298,436 | ManagementAndGeneralAmt |
| Fundraising | $17,484 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,603,431 | TotalAmt |
| Program Services | $1,491,627 | ProgramServicesAmt |
| Management And General | $79,759 | ManagementAndGeneralAmt |
| Fundraising | $32,045 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,286,028 | TotalAmt |
| Program Services | $2,114,942 | ProgramServicesAmt |
| Management And General | $141,179 | ManagementAndGeneralAmt |
| Fundraising | $29,907 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,873,335 | TotalAmt |
| Program Services | $1,729,968 | ProgramServicesAmt |
| Management And General | $77,370 | ManagementAndGeneralAmt |
| Fundraising | $65,997 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,420,382 | TotalAmt |
| Program Services | $1,420,382 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,579 | TotalAmt |
| Program Services | $874,396 | ProgramServicesAmt |
| Management And General | $7,634 | ManagementAndGeneralAmt |
| Fundraising | $549 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,891 | TotalAmt |
| Program Services | $243,280 | ProgramServicesAmt |
| Management And General | $15,611 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $837,006 | TotalAmt |
| Program Services | $837,006 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,578,293 | TotalAmt |
| Program Services | $2,628,858 | ProgramServicesAmt |
| Management And General | $949,435 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,132 | TotalAmt |
| Program Services | $600,132 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Board & Food Court Expense | $1,505,759 | $1,505,759 | ||
| Library Books/Software/Subscriptions | $586,521 | $577,405 | $9,116 | |
| Bad Debts | $500,000 | $500,000 | ||
| Dues | $254,806 | $166,634 | $87,649 | $523 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,661 | TotalAmt |
| Program Services | $361,874 | ProgramServicesAmt |
| Management And General | $214,787 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,279,864 | TotalAmt |
| Program Services | $66,178,630 | ProgramServicesAmt |
| Management And General | $7,162,811 | ManagementAndGeneralAmt |
| Fundraising | $938,423 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,423,183 | BOYAmt |
| EOY | $3,582,084 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,753,510 | BOYAmt |
| EOY | $8,540,353 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,583,387 | BOYAmt |
| EOY | $1,223,811 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $983,788 | BOYAmt |
| EOY | $938,769 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,824,579 | BOYAmt |
| EOY | $1,758,493 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,639 | BOYAmt |
| EOY | $54,884 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,294,957 | BOYAmt |
| EOY | $1,149,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $123,946,178 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $88,488,926 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,476,462 | BOYAmt |
| EOY | $35,457,252 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,461,035 | BOYAmt |
| EOY | $74,418,601 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,112,836 | BOYAmt |
| EOY | $1,148,143 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,229 | BOYAmt |
| EOY | $507,285 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,333,605 | BOYAmt |
| EOY | $128,779,619 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,881,769 | BOYAmt |
| EOY | $4,025,977 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,447,376 | BOYAmt |
| EOY | $1,610,900 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,095,488 | BOYAmt |
| EOY | $3,322,847 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,176,545 | BOYAmt |
| EOY | $14,176,545 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,068,496 | BOYAmt |
| EOY | $823,907 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,669,674 | BOYAmt |
| EOY | $23,960,176 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,538,193 | BOYAmt |
| EOY | $54,199,213 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,125,738 | BOYAmt |
| EOY | $50,620,230 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,663,931 | BOYAmt |
| EOY | $104,819,443 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,333,605 | BOYAmt |
| EOY | $128,779,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,939,578 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,241,152 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$25,218 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,062,899 | BeginningYearBalanceAmt |
| Contributions | $390,058 | ContributionsAmt |
| Investment Earnings Or Losses | $7,603,712 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,550,338 | GrantsOrScholarshipsAmt |
| Other Expenditures | $506,900 | OtherExpendituresAmt |
| Administrative Expenses | $113,206 | AdministrativeExpensesAmt |
| End Year Balance | $79,886,225 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,262,749 | BeginningYearBalanceAmt |
| Contributions | $344,180 | ContributionsAmt |
| Investment Earnings Or Losses | $9,053,923 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,020,487 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,472,348 | OtherExpendituresAmt |
| Administrative Expenses | $105,118 | AdministrativeExpensesAmt |
| End Year Balance | $74,062,899 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,720,032 | BeginningYearBalanceAmt |
| Contributions | $314,173 | ContributionsAmt |
| Investment Earnings Or Losses | $8,118,159 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,136,830 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,647,995 | OtherExpendituresAmt |
| Administrative Expenses | $104,790 | AdministrativeExpensesAmt |
| End Year Balance | $67,262,749 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,171,001 | BeginningYearBalanceAmt |
| Contributions | $407,287 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,171,952 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,303,197 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,274,687 | OtherExpendituresAmt |
| Administrative Expenses | $108,420 | AdministrativeExpensesAmt |
| End Year Balance | $61,720,032 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,800,587 | BeginningYearBalanceAmt |
| Contributions | $720,261 | ContributionsAmt |
| Investment Earnings Or Losses | $18,186,846 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $919,884 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,517,658 | OtherExpendituresAmt |
| Administrative Expenses | $99,151 | AdministrativeExpensesAmt |
| End Year Balance | $74,171,001 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,934,015 | OtherCostOrOtherBasisAmt |
| Book Value | $2,934,015 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,651,317 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,673,942 | DepreciationAmt |
| Book Value | $18,977,375 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,412,942 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,706,461 | DepreciationAmt |
| Book Value | $8,706,481 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,219,806 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,626,904 | DepreciationAmt |
| Book Value | $2,592,902 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,728,098 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,481,619 | DepreciationAmt |
| Book Value | $2,246,479 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,457,252 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| DEPOSITS | $424,222 |
| FINANCE LEASE LIABILITY | $399,685 |
| Finance Lease Liability |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $823,907 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | ORGANIZATION'S INTENDED USE OF ENDOWMENT FUNDS THE UNIVERSITY'S ENDOWMENT FUND IS PRIMARILY USED TO FUND SCHOLARSHIPS AND AID TO STUDENTS. OTHER USES INCLUDE INSTRUCTIONAL, ACADEMIC SUPPORT, AND PLANT OPERATIONS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. The University's subsidiary, CITE Inc., is a taxable entity and future income generated by CITE Inc. will be subject to taxation. The University may be subject to federal and state income taxes on any net income from unrelated business activities. MANAGEMENT IS NOT AWARE OF ANY COURSE OF ACTION OR SERIES OF EVENTS THAT HAVE OCCURRED THAT MIGHT ADVERSELY AFFECT THE UNIVERSITY'S EXEMPT STATUS. THE UNIVERSITY APPLIES THE PROVISIONS OF FASB ASC 740, INCOME TAXES, IN REGARD TO UNCERTAIN TAX POSITIONS. THE UNIVERSITY COMPLETED AN ANALYSIS OF ITS TAX POSITIONS ON JUNE 30, 2025, AND 2024, AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | RACIALLY NONDISCRIMINATORY POLICY: THE FOLLOWING POLICY IS PUBLISHED ON THE UNIVERSITY'S WEBSITE (WWW.MSJ.EDU) AND IN THE UNIVERSITY'S CATALOG: THE UNIVERSITY OFFERS AN EDUCATIONAL AND EMPLOYMENT ENVIRONMENT FREE FROM DISCRIMINATION OR HARASSMENT ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, RELIGION, SEX, AGE, DISABILITY, SEXUAL ORIENTATION OR OTHER MINORITY OR PROTECTED STATUS. THIS COMMITMENT EXTENDS TO THE UNIVERSITY'S ADMINISTRATION OF ITS ADMISSION, FINANCIAL AID, EMPLOYMENT, AND ACADEMIC POLICIES, AS WELL AS THE UNIVERSITY'S ATHLETIC PROGRAMS AND OTHER UNIVERSITY-ADMINISTERED PROGRAMS, SERVICES, AND ACTIVITIES. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT AGENCY: THE UNIVERSITY RECEIVES FINANCIAL AID FROM THE US DEPARTMENT OF EDUCATION IN THE FORM OF FEDERAL WORK STUDY (FWS), TEACHER EDUCATION ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION (TEACH), SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS (SEOG), AND PELL. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Murder Mystery Event | Event1Nm |
| Gross Receipts Event1 | $40,717 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $33,688 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,029 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $350 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,021 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,150 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,313 | OtherDirectExpensesEvent1Amt |
| Event2 | Athletic Golf Outings | Event2Nm |
| Gross Receipts Event2 | $53,385 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,652 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $40,733 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $260 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $19,088 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,421 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,859 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $94,102 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $46,340 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $47,762 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $610 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,088 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $13,442 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,150 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,172 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,462 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,300 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CINCINNATI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 CLIFTON AVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 316000989 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $8,914 | CashGrantAmt |
| Purpose Of Grant | PRIMARY CARE TRAINING AND ENHANCEMENT: IMPLEMENTING A FELLOWSHIP FOR PHYSICIANS AND PHYSICIAN ASSISTANTS; TEACHING MEDICAL COMPONENT AND MONITORING. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT AID | GrantTypeTxt |
| Recipient | 1323 | RecipientCnt |
| Cash Grant | $25,549,134 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part III, Column (b) STUDENT AID | STUDENT AID IS IN THE FORM OF SCHOLARSHIPS AND GRANTS TO ASSIST WITH THE COST OF ATTENDANCE. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| H JAMES WILLIAMS | ||||||||||||||
| PRESIDENT | $338,311 | $0 | $0 | $0 | $62,699 | $0 | $50,000 | $0 | $22,204 | $0 | $473,214 | $0 | $0 | $0 |
| PAIGE L ELLERMAN | ||||||||||||||
| SECRETARY/VICE PRESIDENT | $199,185 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,543 | $0 | $209,728 | $0 | $0 | $0 |
| JEFFREY C BRIGGS | ||||||||||||||
| TREASURER & CFO | $181,433 | $0 | $0 | $0 | $1,500 | $0 | $0 | $0 | $48,132 | $0 | $231,065 | $0 | $0 | $0 |
| STEVEN ALMQUIST | ||||||||||||||
| PROVOST | $163,365 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $20,929 | $0 | $184,294 | $0 | $0 | $0 |
| AMY MURDOCH | ||||||||||||||
| ASSISTANT DEAN OF READING SCIENCE | $216,891 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,663 | $0 | $231,554 | $0 | $0 | $0 |
| CHRISTA A CURRIE-WITHROW | ||||||||||||||
| VICE PROVOST | $168,635 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $168,635 | $0 | $0 | $0 |
| JEFF WAMPLER | ||||||||||||||
| VP MARKETING & COMMUNICATIONS | $160,494 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $150 | $0 | $160,644 | $0 | $0 | $0 |
| LISA DEHNER | ||||||||||||||
| PROGRAM DIRECTOR, PHYSICAL THERAPY | $148,305 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,136 | $0 | $159,441 | $0 | $0 | $0 |
| DARLA VALE | ||||||||||||||
| DEAN SCHOOL OF HEALTH SCIENCES | $140,731 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $22,879 | $0 | $163,610 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | DR. WILLIAMS RECEIVED A HOUSING ALLOWANCE WHICH IS INCLUDED AS A TAXABLE FRINGE BENEFIT. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | THE UNIVERSITY PAID THE MONTHLY DUES ASSOCIATED WITH THE PRESIDENT'S MEMBERSHIP TO THE LOCAL COUNTRY CLUB. THE PORTION OF DUES RELATED TO PERSONAL USE WAS INCLUDED AS A TAXABLE FRINGE BENEFIT. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $48,132 | CashGrantAmt |
| Type Of Assistance | TUITION REMISSION PROGRAM | TypeOfAssistanceTxt |
| Assistance Purpose | UNDERGRADUATE TUITION | AssistancePurposeTxt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule L, Part III, Column (c) | The benefit is equal to 90% of undergraduate tuition, excluding all fees. |
| Schedule L, Part III, Column (d) | An officer of the University has a dependent child using tuition remission benefits at a school outside of the University. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $101,155 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling cost | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Line 1 - Publicly Traded Securities: The University received a donation of 39 shares of KLA Corporation common stock and 168 shares of Microsoft Corporation common stock. The total fair market value of $101,155 was determined based on quoted market prices on the date of donation. The securities were liquidated upon receipt. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 ORGANIZATION'S MISSION | MOUNT ST. JOSEPH UNIVERSITY IS A CATHOLIC ACADEMIC COMMUNITY GROUNDED IN THE SPIRITUAL VALUES AND VISION OF ITS FOUNDERS, THE SISTERS OF CHARITY. THE UNIVERSITY EDUCATES ITS STUDENTS THROUGH INTERDISCIPLINARY LIBERAL ARTS AND PROFESSIONAL CURRICULA EMPHASIZING VALUES, INTEGRITY AND SOCIAL RESPONSIBILITY. MEMBERS OF THE MOUNT COMMUNITY EMBRACE EXCELLENCE IN ACADEMIC ENDEAVORS, THE INTEGRATION OF LIFE AND LEARNING, RESPECT AND CONCERN FOR ALL PERSONS, DIVERSITY OF CULTURES AND BELIEFS, AND SERVICE TO OTHERS. |
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | MOUNT ST. JOSEPH UNIVERSITY IS A CATHOLIC ACADEMIC COMMUNITY GROUNDED IN THE SPIRITUAL VALUES AND VISION OF ITS FOUNDERS, THE SISTERS OF CHARITY. THE UNIVERSITY EDUCATES ITS STUDENTS THROUGH INTERDISCIPLINARY LIBERAL ARTS AND PROFESSIONAL CURRICULA EMPHASIZING VALUES, INTEGRITY AND SOCIAL RESPONSIBILITY. MEMBERS OF THE MOUNT COMMUNITY EMBRACE EXCELLENCE IN ACADEMIC ENDEAVORS, THE INTEGRATION OF LIFE AND LEARNING, RESPECT AND CONCERN FOR ALL PERSONS, DIVERSITY OF CULTURES AND BELIEFS, AND SERVICE TO OTHERS. |
| Form 990, Part VI, Line 2 BUSINESS RELATIONSHIPS | THE UNIVERSITY IS AWARE OF RELATIONSHIPS BETWEEN MEMBERS OF THE BOARD OF TRUSTEES, THEIR COMPANIES, AND OTHER BOARD MEMBERS AND THEIR COMPANIES BUT CONSIDERS THESE RELATIONSHIPS FOCUSED ON SERVICES NORMAL IN THE COURSE OF BUSINESS. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | STEVE MULLINGER - Business relationship, KEVIN GADE - Business relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE MEMBERS OF THE UNIVERSITY CORPORATION ARE THE MEMBERS OF THE CORPORATION BOARD FOR SPONSORED MINISTRIES APPOINTED BY THE SISTERS OF CHARITY OF CINCINNATI, OHIO. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE BOARD OF TRUSTEES OF THE UNIVERSITY ARE ELECTED BY THE MEMBERS OF THE CORPORATION BOARD FOR SPONSORED MINISTRIES OF THE SISTERS OF CHARITY OF CINCINNATI, OHIO. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE SISTERS OF CHARITY OF CINCINNATI, OHIO IS THE SPONSORING ORDER OF THE UNIVERSITY. CERTAIN RECOMMENDATIONS FROM THE BOARD OF TRUSTEES (SUCH AS THE ELECTION OR REMOVAL OF THE CEO) MUST BE APPROVED BY THE SISTERS OF CHARITY CORPORATION BOARD. OTHER APPROVAL POWERS VESTED IN THE SISTERS OF CHARITY LEADERSHIP COUNCIL INCLUDE ANY CHANGES TO THE MISSION, PHILOSOPHICAL DIRECTION OR PURPOSES; ESTABLISHING SEPARATE CORPORATIONS; ADOPTION REPEAL, OR AMENDMENT OF THE ARTICLES OF INCORPORATION OR CODE OF REGULATION; ACQUIRING CAPITAL FINANCING AND THE AMORTIZATION OF DEBT; THE PURCHASES, SALE, LEASE OR DISPOSITION OF REAL PROPERTY OR OTHER ASSETS OR THE INCURRING OF DEBT OR OTHER OBLIGATIONS THAT EXCEED THE MONETARY LIMIT SET ANNUALLY BY THE LEADERSHIP COUNCIL; APPOINTMENT OF EXTERNAL AUDITORS; OR ANY ITEMS IN THE CAPITAL OR OPERATING BUDGET INFERRING A SUBSIDY FROM CONGREGATIONAL FUNDS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | DRAFT COPIES OF THE FORM 990 ARE PRESENTED TO THE FINANCIAL SUSTAINABILITY COMMITTEE AND/OR THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR THE REVIEW PRIOR TO FILING. AFTER DISCUSSION, MODIFICATIONS OR CHANGES ARE INCORPORATED INTO THE DRAFT. THIS REVISED DRAFT IS THEN PRESENTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND DISCUSSION. OPEN ITEMS AFTER THIS DISCUSSION WILL BE TAKEN BACK TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR FINAL APPROVAL. ONCE IT HAS BEEN APPROVED, IT WILL BE MADE AVAILABLE TO THE ENTIRE BOARD OF TRUSTEES BEFORE FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | ALL OFFICERS, TRUSTEES, EMPLOYEES, AND NON-TRUSTEE BOARD COMMITTEE MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY. THE VP OF COMPLIANCE RISK AND LEGAL AFFAIRS/GENERAL COUNSEL IS RESPONSIBLE FOR DISTRIBUTION, COLLECTION, AND REVIEW OF ALL COMPLETED STATEMENTS. UPON REVIEW, OFFICER, TRUSTEE, AND NON-TRUSTEE BOARD COMMITTEE MEMBERS STATEMENTS ARE FORWARDED TO THE FINANCIAL SUSTAINABILITY COMMITTEE CHAIR FOR FURTHER REVIEW AND DOCUMENTATION OF ANY CONFLICTS. A CONFLICT IS DETERMINED TO EXIST WHEN A PERSON HAS A BUSINESS RELATIONSHIP WITH THE UNIVERSITY EITHER PERSONALLY OR THROUGH HIS OR HER EMPLOYER. ANYONE WHO HAS BEEN DETERMINED TO HAVE A CONFLICT SHALL RECUSE HIM OR HERSELF FROM VOTES RELATING TO THE CONFLICT. SUCH RECUSAL IS DOCUMENTED IN BOARD MINUTES. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE UNIVERSITY USED INDEPENDENT DATA FROM LIKE INSTITUTIONS FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS TO DETERMINE COMPENSATION RANGES. THE UNIVERSITY HAS AN ANNUAL PROCESS FOR INDEPENDENT REVIEW OF OFFICER SALARIES WHEREBY THE EXECUTIVE COMMITTEE COMPARES SALARY DATA FOR THE PRESIDENT AND OTHER UNIVERSITY OFFICERS TO ACTUAL SALARY AMOUNTS. UNDER NORMAL CIRCUMSTANCES THESE AMOUNTS ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. REVIEWED IN 2024. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE UNIVERSITY USED INDEPENDENT DATA FROM LIKE INSTITUTIONS FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS TO DETERMINE COMPENSATION RANGES. THE UNIVERSITY HAS AN ANNUAL PROCESS FOR INDEPENDENT REVIEW OF OFFICER SALARIES WHEREBY THE EXECUTIVE COMMITTEE COMPARES SALARY DATA FOR THE PRESIDENT AND OTHER UNIVERSITY OFFICERS TO ACTUAL SALARY AMOUNTS. UNDER NORMAL CIRCUMSTANCES THESE AMOUNTS ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. POSITIONS INCLUDED ARE OFFICERS & KEY EMPLOYEE - TREASURER, SECRETARY AND PROVOST (HIGHEST ACADEMIC LEADERSHIP POSITION). REVIEWED IN 2024. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE UNIVERSITY WILL DISCLOSE REFERENCED DOCUMENTS TO THE PUBLIC UPON REQUEST. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | OTHER REVENUE - Total Revenue: 295216, Related or Exempt Function Revenue: 264051, Unrelated Business Revenue: 31165, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN BENEFICIAL INTEREST IN TRUST - 9723; CHANGE IN ANNUITY LIABILITY - 36547; CHANGE IN FAIR VALUE OF INTEREST RATE SWAP - 35307; NET LOSS OF WHOLLY OWNED SUBSIDIARY, CITE INC. - -106795; Total - -25218; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF CHARITY CINCINNATI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 DELHI ROAD | AddressLine1Txt |
| City | MT ST JOSEPH | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45051 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310537158 | EIN |
| Primary Activities | RELIGIOUS COMMUNITY | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5701 Delhi Road | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 884087337 | EIN |
| Primary Activities | INFORMATION TECHNOLOGY SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT ST JOSEPH UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Share Of EOY Assets | $271,098 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CITE INC | ||
| D | $227,105 | FMV |
| CITE INC | ||
| M | $1,315,555 | FMV |
| CITE INC | ||
| L | $1,498,124 | fmv |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule R, Part V, Line 1a CITE INC | THE UNIVERSITY RENTS OFFICE SPACE TO CITE UNDER A 5 YEAR LEASE AGREEMENT. AMOUNT IS CALCULATED BASED ON THE SQUARE FOOTAGE OCCUPIED USING A FMV RATE. |
| Schedule R, Part V, Line 1d CITE INC | CITE HAS AN INTERCOMPANY ADVANCE FROM THE UNIVERSITY OF $227,105 AT JUNE 30, 2025. THE RECEIVABLE, NET OF RETAINED EARNINGS, FOR THE UNIVERSITY IS RECORDED IN OTHER ASSETS IN LINE 15 ON PART X. |
| Schedule R, Part V, Line 1m CITE INC | CITE PROVIDES INFORMATION TECHNOLOGY SUPPORT AND SERVICES TO THE UNIVERSITY INCLUDING SAFEGUARDING DATA STORAGE AND PROCESSING, WEBSITE LANDING PAGES, EMAIL, AND ANY OTHER IT NEEDS OF STUDENTS, FACULTY AND STAFF MEMBERS. SERVICES ARE PROVIDED AT COST WITH NO MARKUP. |
| Schedule R, Part V, Line 1l CITE INC | THE UNIVERSITY TRANSFERRED CASH OF $1,498,124 TO MEET THE GENERAL OPERATING NEEDS OF CITE. |
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