University Of Dayton, Phi Sigma Rho in Dayton, Ohio (OH)

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University Of Dayton, Phi Sigma Rho
Employer Identification Number (EIN)310536715
Name of OrganizationUniversity Of Dayton
Secondary NamePhi Sigma Rho
In Care of NameAshley Cooper
Address337 Stonemill Road, Dayton, OH 45409
Websitehttp://gammaphirho.wix.com/ud
ActivitiesPrivate school, Other religious activities, School, college, trade school, etc.
SubsectionCharitable Organization
Ruling Date07/1976
DeductibilityContributions are deductible
FoundationSchool
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period2013
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$1,316,615,005
Amount of Income$1,170,175,935
Form 990 Revenue Amount$554,360,845
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: University or Technological Institute


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Amount of income in 2013: $1,170,175,935
This organization: 

 $1,170,175,935
Other organizations performing similar types of work: 

 $136,725,850

Assets in 2013: $1,316,615,005
This organization: 

 $1,316,615,005
Other organizations performing similar types of work: 

 $239,530,668

Expenses in 2013: $493,455,707
This organization: 

 $493,455,707
Other organizations performing similar types of work: 

 $107,808,210

Income to expenses ratio in 2013: 2.4
This organization: 

 2.4
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2007: 86.4%
This organization: 

 86.4%
Other organizations performing similar types of work: 

 85.4%

Number of employees in 2013: 7,731
This organization: 

 7,731
Other organizations performing similar types of work: 

 1,977

Employees paid over $100,000 in 2013: 5.0%
University Of Dayton, Phi Sigma Rho: 

 5.0%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 5.4%
University Of Dayton, Phi Sigma Rho: 

 5.4%
Other organizations performing similar types of work: 

 9.1%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNo
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?YesYes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoYes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?YesYes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?YesYes
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?YesYes
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?YesYes
A family member of a current or former officer, director, trustee, or key employee?YesYes
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?YesYes
Did the organization receive more than $25,000 in non-cash contributions?YesYes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?YesYes
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoYes
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 109616,79316,805
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return7,7307,731
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYesYes
Has it filed a Form 990-T for this year?YesYes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoYes
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?YesYes
Did the organization notify the donor of the value of the goods or services provided?YesYes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$6,207,552$6,340,828
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$1,077,133$1,124,887
Total number of individuals who received more than $100,000 of reportable compensation from the organization343353
Total number of independent contractors who received more than $100,000 of compensation from the organization2235
Statement of Revenue
201120122013
Total revenue$485,565,423$487,488,457$554,360,845
Contributions, Gifts, Grants and Other Similar Amounts$26,753,781$30,564,311$29,770,070
Program Service Revenue$419,169,038$433,758,112$467,723,873
Colleges, Universities, and Professional Schools $281,240,709$302,255,220
Colleges, Universities, and Professional Schools $16,781,406$19,843,577
Colleges, Universities, and Professional Schools $62,833,985$68,317,842
Colleges, Universities, and Professional Schools $72,902,012$77,307,234
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$7,732,502$9,586,676$12,476,748
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$21,517,650$4,002,244$33,730,566
Gross amount from sales of assets other than inventory (Securities / Other)$457,635,473 / $0$549,223,598 / $0$638,587,696 / $0
Less: cost or other basis and sales expenses (Securities / Other)$436,117,823 / $0$545,221,354 / $0$604,857,130 / $0
Gain or (loss) (Securities / Other)$21,517,650 / $0$4,002,244 / $0$33,730,566 / $0
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$10,583,471$9,577,114$10,659,588
Gross sales of inventory, less returns and allowances$20,424,589$20,252,607$21,617,548
Less: cost of goods sold$9,841,118$10,675,493$10,957,960
Miscellaneous Revenue$-191,019$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$450,959,851$459,942,076$493,455,707
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$92,771,795$102,703,339
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$4,907,486$4,507,244$5,120,309
Compensation not included above, to disqualified persons$859,453$716,648
Other salaries and wages$150,504,497$155,514,164$162,321,116
Pension plan accruals and contributions$13,529,771$14,735,260
Other employee benefits$29,243,063$33,102,457
Payroll taxes$11,127,292$11,167,611$11,762,330
Fees for services (non-employees)
Management$0$0
Legal$399,407$518,811
Accounting$315,130$297,305
Lobbying$240,549$291,797
Professional fundraising services$0$0$355,680
Investment management fees$2,564,031$2,564,031
Other$24,255,088$26,445,123
Advertising and promotion$836,680$719,818
Office expenses$40,183,461$47,705,780
Information technology$4,900,902$5,022,413
Royalties$0$0
Occupancy$12,222,885$12,515,284
Travel$9,786,701$9,888,728
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$4,823,027$4,858,743
Interest$16,529,000$15,591,000
Payments to affiliates$0$0
Depreciation, depletion, and amortization$22,390,527$24,259,000
Insurance$3,699,663$3,824,492
Other expenses$9,201,924$8,136,243
Balance Sheet
201120122013
Total assets$1,198,022,155$1,221,585,129$1,316,615,005
Cash - non-interest-bearing$11,940,419$23,347,139
Savings and temporary cash investments$8,358,286$134,016,396
Pledges and grants receivable, net$24,033,954$21,285,806
Accounts receivable, net$35,112,188$42,261,688
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$72,186,518$50,617,239
Inventories for sale or use$3,381,115$3,154,806
Prepaid expenses and deferred charges$834,690$906,911
Land, buildings, and equipment: cost or other basis$474,466,081$522,512,589
Investments - publicly traded securities$386,435,489$354,075,792
Investments - other securities$196,716,523$155,172,982
Investments - program-related$0$0
Intangible assets$0$0
Other assets$8,119,866$9,263,657
Total liabilities$482,497,722$527,028,426$525,072,674
Accounts payable and accrued expenses$38,523,686$34,716,934
Grants payable$0$0
Deferred revenue$19,050,669$22,775,785
Tax-exempt bond liabilities$291,298,881$281,445,241$309,111,415
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$12,746,859$52,958,897$35,859,027
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$135,049,933$122,609,513
Total net assets or fund balances$715,524,433$694,556,703$791,542,331
Unrestricted net assets$492,354,443$583,803,224
Temporarily restricted net assets$62,700,301$64,182,546
Permanently restricted net assets$139,501,959$143,556,561
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:A school described in section 170(b)(1)(A)(ii)
Number of organizations supported0
Sum of amounts of support$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$294,503,791$287,956,587$327,321,508$334,325,391$368,830,700$406,962,028$408,887,539$443,846,388
Contributions, gifts, grants, and similar amounts received$28,014,139$24,115,564$14,908,097$19,539,895$27,003,984$22,541,559$18,608,601$31,128,462
Contributions to donor advised funds$0$0
Direct public support$24,693,275$20,845,678$11,791,950$15,988,207$23,898,721$19,488,233$15,616,786$28,047,156
Indirect public support$1,622,986$1,835,493$1,671,480$2,033,602$1,374,027$1,540,779$1,435,975$1,422,496
Government contributions (grants)$1,697,878$1,434,393$1,444,667$1,518,086$1,731,236$1,512,547$1,555,840$1,658,810
Program service revenue including government fees and contracts$230,720,213$244,012,975$259,821,698$283,591,598$295,284,612$308,713,785$332,814,462$354,645,101
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$1,272,225$313,685$585,979$253,730$471,369$371,785$1,377,110$327,925
Dividends and interest from securities$9,292,782$9,083,161$9,602,985$10,712,238$10,021,803$11,089,131$15,108,938$15,230,546
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$8,459$0$0
Gain or (loss) from sales of assets other than inventory$20,934,395$6,056,289$38,355,627$14,842,141$30,744,108$49,711,353$25,518,358$26,745,008
Gross amount from sales of assets other than inventory$779,232,795$485,583,554$618,323,589$517,160,349$611,318,388$655,847,081$1,642,166,050$1,013,830,850
Less: cost or other basis and sales expenses$758,298,400$479,527,265$579,967,962$502,318,208$580,574,280$606,135,728$1,616,647,692$987,085,842
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$9,012,565$8,798,236$9,379,473
Gross sales of inventory, less returns and allowances$0$0$0$0$0$18,513,697$18,859,673$19,172,513
Less: cost of goods sold$0$0$0$0$0$9,501,132$10,061,437$9,793,040
Other revenue$4,270,037$4,374,913$4,047,122$5,385,789$5,304,824$5,513,391$6,661,834$6,389,873
Total expenses$266,796,729$273,795,326$288,216,723$317,291,759$327,424,291$341,525,929$369,090,369$393,099,877
Program services$227,769,260$236,341,053$249,539,935$278,022,184$285,533,473$295,532,005$320,313,240$339,708,235
Management and general$33,256,608$31,807,844$34,196,515$33,130,103$35,430,281$38,978,841$41,198,888$45,455,820
Fundraising$5,770,861$5,646,429$4,480,273$6,139,472$6,460,537$7,015,083$7,578,241$7,935,822
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$476,001,842$437,583,276$447,665,953$509,349,799$548,054,585$606,854,946$699,927,992$659,740,713
Excess or (deficit) for the year$27,707,062$14,161,261$39,104,785$17,033,632$41,406,409$65,436,099$39,797,170$50,746,511
Net assets or fund balances at beginning of year$514,914,522$476,001,842$437,583,276$447,665,953$509,349,799$548,054,585$606,854,946$699,927,992
Other changes in net assets or fund balances$-66,619,742$-52,579,827$-29,022,108$44,650,214$-2,701,623$-6,635,738$53,275,876$-90,933,790
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$393,099,877$339,708,235$45,455,820$7,935,822
Grants paid from donor advised funds$0
Other grants and allocations$67,694,942
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$2,086,155$0$2,086,155$0
Compensation of former officers, directors, key employees, etc.$417,550$0$417,550$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$136,387,336$116,972,533$15,021,846$4,392,957
Pension plan contributions not included above$12,430,182$10,697,905$1,330,512$401,765
Employee benefits not included above$26,290,477$22,330,983$3,120,844$838,650
Payroll taxes$9,603,268$8,110,411$1,188,267$304,590
Professional fundraising fees$0$0$0$0
Accounting fees$143,390$0$143,390$0
Legal fees$575,524$0$575,524$0
Supplies$7,147,374$6,267,646$836,331$43,397
Telephone$4,730,647$4,023,977$596,735$109,935
Postage and shipping$2,420,497$607,090$1,531,899$281,508
Occupancy$11,098,262$11,074,843$17,343$6,076
Equipment rental and maintenance$2,039,541$1,621,556$411,820$6,165
Printing and publications$3,153,934$1,263,714$1,361,730$528,490
Travel$7,941,712$7,145,332$573,239$223,141
Conferences, conventions, and meetings$3,788,998$2,462,990$733,392$592,616
Interest$13,786,000$12,575,421$1,210,579$0
Depreciation, depletion, etc.$18,525,840$15,401,387$3,071,424$53,029
Other expenses not covered above$62,838,248$51,457,505$11,227,240$153,503
Balance Sheets
20002001200220032004200520062007
Total assets$781,831,196$770,769,243$763,841,458$868,386,072$947,079,414$994,095,069$1,161,309,351$1,148,976,893
Cash - non-interest-bearing$244,533$278,047$301,367$305,979$310,280$315,473$320,704$325,173
Savings and temporary cash investments$43,275,932$82,319,682$50,093,436$77,813,971$66,159,835$42,326,733$38,595,802$33,504,570
Accounts receivable less allowance for doubtful accounts$19,320,865$21,636,393$25,035,884$21,369,638$24,349,497$24,955,970$34,219,371$36,789,590
Pledges receivable less allowance for doubtful accounts$26,123,175$22,851,143$16,537,687$11,649,352$11,118,521$9,285,117$9,896,001$18,844,542
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$14,340,776$15,274,822$15,692,884$16,596,592$17,938,798$17,127,225$16,344,267$17,508,938
Inventories for sale or use$2,302,663$2,099,951$2,288,192$2,115,366$2,628,400$2,780,485$2,917,177$2,963,184
Prepaid expenses and deferred charges$1,905,014$1,842,873$1,554,475$1,405,731$2,769,475$3,699,862$4,114,990$1,333,980
Investments - publicly-traded securities$619,513,451$511,775,963
Investments - other securities$436,874,266$371,324,225$380,899,283$425,126,090$460,969,041$513,759,019$35,895,817$53,257,071
Investments - land, buildings, and equipment less accumulated depreciation$349,411$664,026$858,431$3,076,346$10,639,098$12,736,692$13,085,020$16,359,704
Investments - other$431,833$464,428$559,984$650,801$709,552$729,857$853,890$940,335
Land, buildings, and equipment less accumulated depreciation$226,791,809$239,879,570$247,764,309$272,068,076$326,223,995$366,152,287$385,311,061$397,845,802
Other assets, including program-related investments$9,870,919$12,134,083$22,255,526$36,208,130$23,262,922$226,349$241,800$57,528,041
Total liabilities$305,829,354$333,185,967$316,175,505$359,036,273$399,024,829$387,240,123$461,381,359$489,236,180
Accounts payable and accrued expenses$40,838,431$27,252,039$26,403,206$29,647,832$29,076,032$26,222,231$29,166,567$34,324,715
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$9,648,420$10,661,297$57,482,982$19,244,300$21,643,870$23,436,665$26,394,544$27,581,572
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$202,504,950$228,097,768$208,102,721$243,122,566$255,369,881$243,884,785$306,365,962$250,077,673
Mortgages and other notes payable$12,388,006$442,615$13,696,912$12,711,013$32,299,299$29,242,816$23,696,420$46,818,649
Other liabilities$40,449,547$66,732,248$10,489,684$54,310,562$60,635,747$64,453,626$75,757,866$130,433,571
Total liabilities and net assets/fund balances$781,831,196$770,769,243$763,841,458$868,386,072$947,079,414$994,095,069$1,161,309,351$1,148,976,893
Total net assets or fund balances$476,001,842$437,583,276$447,665,953$509,349,799$548,054,585$606,854,946$699,927,992$659,740,713
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$294,503,790$287,956,587$327,321,508$334,325,391$368,830,700$406,962,028$408,887,539$443,846,388
Total revenue, gains, and other support per audited financial statements$249,971,809$257,007,378$264,780,107$333,224,748$305,166,688$327,113,226$346,784,517$375,843,067
Other expenses$-44,531,981$-30,949,209$-62,541,401$44,650,214$0$9,501,132$72,492,552$9,793,040
Net unrealized gains on investments$-9,184,829$6,962,825$-22,430,613$44,650,214$0$0$62,431,115$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$-35,347,152$-37,912,034$-40,110,788$0$0$9,501,132$10,061,437$9,793,040
Other revenue$0$0$0$45,750,857$63,664,012$89,349,934$134,595,574$77,796,361
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$45,750,857$63,664,012$89,349,934$134,595,574$77,796,361
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$266,796,729$273,795,326$288,216,783$317,291,759$327,424,291$341,525,929$369,090,369$393,099,877
Total expenses and losses per audited financial statements$229,834,688$234,297,330$246,797,717$271,540,902$278,611,215$294,256,987$316,585,049$333,715,392
Other revenue$0$0$0$0$0$9,501,132$10,061,437$9,793,040
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$9,501,132$10,061,437$9,793,040
Other expenses$36,962,041$39,497,996$41,419,066$45,750,857$48,813,076$56,770,074$62,566,757$69,177,525
Investment expenses$0$0$0$0$0$0$0$0
Other$36,962,041$39,497,996$41,419,066$45,750,857$48,813,076$56,770,074$62,566,757$69,177,525
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
55$107,854$8,500$2,306
60$365,720$129,850$8,232
55$265,964$27,809$2,847
55$191,715$27,772$2,598
55$211,966$27,840$10,213
55$150,443$14,734$12,124
55$229,845$23,201$3,746
55$93,750$5,774$354
55$141,463$19,027$508
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings34
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefits
Loans and AdvancesCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
$0$214,022$28,246$14,050
$0$143,214$16,489$1,529
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20065,169
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$1,531,364$126,611,948$284,574,614
Program service revenue
Program service revenue 1000000$000$0$217,063,378
Program service revenue 2000000$000$0$13,799,965
Program service revenue 3000000$000$0$46,982,195
Program service revenue 4Advertising and related services$525,70000$0$0
Program service revenue 5All other amusement and recreation industries (including skiing facilities, marinas, and bowling centers)$931,21600$0$0
000000$000$0$217,063,378
000000$000$0$13,799,965
000000$000$0$46,982,195
Advertising and related services$525,70000$0$0
All other amusement and recreation industries (including skiing facilities, marinas, and bowling centers)$557,03100$0$0
Accomodation$105,21000$0$0
Caterers$268,97500$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$0Income from research conducted by a college, university, or hospital (section 512(b)(8))$75,342,647$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$327,925$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$15,230,546$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$26,745,008$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventoryBook stores$413,651Section 501(c)(3) organization - Income from an activity carried on primarily for the convenience of the organization's members, students, patients, visitors, officers, or employees (hospital parking lot or museum cafeteria, for example) (section 513(a)(2))$8,965,822$0
Other revenueSecurities, commodity contracts, and other financial investments and related activities$-339,20300$0$6,729,076
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
202967521100%$0$10,984,504
204504624100%$0$599,137
202493883100%$0$1,444,950
262559044100%$0$3,331,114
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$514,055$19,544$8,292
$280,720$28,653$1,296
$216,357$23,286$4,446
$183,232$27,995$1,648
$198,293$30,064$433
Total number of other employees paid over $50,000877
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$194,426
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?Yes
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isSchool
Support Schedule
19992000200120022003200420052006
Total$0$0$0$0$0$0$0$0
Gifts, grants, and contributions received$0$0$0$0$0$0$0$0
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0$0$0$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0$0$0$0$0$0
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Trustees Of Boston University330 S Campus Ave, Oxford, OH 45056OH1937-10$2,999,999,997
2Case Western Reserve University, Payroll Office11000 Cedar Ave Ste 357, Cleveland, OH 44106-3052OH1952-07$2,969,791,186
3University Of Dayton, Phi Sigma Rho337 Stonemill Road, Dayton, OH 45409OH1976-07$1,170,175,935
4Xavier University, Beta Alpha Psi - Mu Rho Chapter3800 Victory Pkwy, Cincinnati, OH 45207OH1974-02$372,702,294
5John Carroll University1 John Carroll Blvd, University Ht, OH 44118-4538OH1946-03$215,414,524
6Ashland University401 College Ave, Ashland, OH 44805-3702OH1949-05$180,569,991
7Franklin University201 S Grant Ave, Columbus, OH 43215-5301OH1966-06$149,580,922
8Baldwin Wallace University275 Eastland Rd, Berea, OH 44017-2088OH1954-04$147,263,989
9Capital University1 College And Main, Columbus, OH 43209-7812OH1971-06$134,342,784
10Otterbein College, Kappa Delta Pi Chi Eta Chapter1 Otterbein College, Westerville, OH 43081OH1945-12$118,228,440
11William Carey University498 Tuscan Ave Box 2, Hattiesburg, MS 39401-5461MS1973-03$82,693,678
12Mount Saint Vincent University166 Bedford Highway, Halifaxinternational1981-08$48,966,246
13Emory, Group Return1440 Clifton Rd Ne Whscab Ste 309, Atlanta, GA 30322-0001GA2011-06$1,342,412,951
14University Of Science & PhilosophyPO BOX 520, Waynesboro, VA 22980-0384VA1958-12$227,455
15Emory Innovations Inc201 Dowman Dr Ne 101 Admin Bldg, Atlanta, GA 30322-0001GA2011-06$0
16Emorysaint Joseph's Inc1440 Clifton Road Ne Whscab, Atlanta, GA 30322GA2011-06$0
17Great Lakes UniversityPo Box 4347, Auburn Hills, MI 48326MI2007-09$0
18Medical And Technological University Of America Foundation683 Windmill Ct, Fremont, CA 94539CA2007-11$0
19Momentum Leadership School Of Ministry Inc15 Kibbe Road, East Longmeadow, MA 01028MA2009-07$0
20Nelson Mandella Institution For Knowledge Building & Advancement1825 I St Nw Ste 400, Washington, DC 20006-5415DC2007-12$0
Number of organizations performing similar types of work
Alaska1
Alabama4
Arkansas1
Arizona2
California36
Colorado5
Connecticut9
District of Columbia6
Delaware2
Florida10
Georgia10
Hawaii2
Iowa7
Illinois19
Indiana6
Kansas4
Kentucky4
Louisiana4
Massachusetts19
Maryland7
Maine2
Michigan11
Minnesota5
Missouri9
Mississippi1
North Carolina11
North Dakota1
Nebraska2
New Hampshire3
New Jersey12
New York37
Ohio20
Oklahoma5
Oregon5
Pennsylvania29
Rhode Island3
South Carolina2
Tennessee6
Texas20
Utah1
Virginia11
Vermont3
Washington9
Wisconsin8
West Virginia2
International20
Total396
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
SubordinateSaint Francis Hospital Inc6600 S Yale Ave, Tulsa, OK 74136-3347OK1946-03$3,970,090,877
SubordinateFranciscan Alliance Inc1515 W Dragoon Trl, Mishawaka, IN 46544-4710IN1946-03$2,596,912,525
SubordinatePeacehealth, Ketchikan Medical Center1115 Se 164th Ave Dept 332, Vancouver, WA 98683-8003WA1965-01$2,090,551,281
SubordinateOsf Healthcare System800 Ne Glen Oak Ave, Peoria, IL 61603-3200IL1946-03$1,896,415,307
SubordinateSt Elizabeth Medical Center Inc1 Medical Village Dr, Edgewood, KY 41017-3403KY1946-03$1,877,972,561
SubordinateProvidence Health System-Southern CaliforniaPO BOX 389672, Seattle, WA 98138-9672WA1946-03$1,724,724,506
SubordinateChristus Health919 Hidden Rdg, Irving, TX 75038-3813TX1946-03$1,654,479,614
SubordinateCatholic Health Initiatives198 Inverness Dr W, Englewood, CO 80112-5202CO1946-03$1,639,118,386
SubordinateCatholic Health Initiatives Colorado, St Anthony North Hospital3025 S Parker Road Suite 510, Aurora, CO 80014-2911CO1946-03$1,621,612,108
SubordinateSt Vincent Hospital & Health Care2001 W 86th St, Indianapolis, IN 46260-1991IN1946-03$1,327,567,131
SubordinateCatholic Healthcare West Southern CaliforniaPO BOX 1507, San Gabriel, CA 91778-1507CA1946-03$1,248,417,601
SubordinateProvidence Medical Research Center101 W 8th Ave, Spokane, WA 99204-2307WA1946-03$1,231,839,049
SubordinateFranciscan Health System1717 S J St, Tacoma, WA 98405-4933WA1946-03$1,205,494,228
SubordinateMount Carmel Health System6150 E Broad St, Columbus, OH 43213-1574OH1946-03$1,198,797,166
SubordinateSsm St Clare Health Center10101 Woodfield Lane, St Louis, MO 63132-2937MO1946-03$1,179,575,580
SubordinateUniversity Of Dayton, Phi Sigma Rho337 Stonemill Road, Dayton, OH 45409OH1976-07$1,170,175,935
SubordinateMercy Hospitals East Communities, Mercy Hospital St Louis645 Maryville Centre Dr Ste 100, Saint Louis, MO 63141-5846MO1946-03$1,107,258,738
SubordinatePresence Hospitals Prv9223 W Saint Francis Rd, Frankfort, IL 60423-8330IL1946-03$1,104,334,849
SubordinateMercy Hospital Springfield645 Maryville Centre Dr Ste 100, Saint Louis, MO 63141-5846MO1946-03$965,658,386
SubordinateSt Francis Hospital United States Catholic Conference100 Port Washington Blvd, Roslyn, NY 11576-1347NY1946-03$949,972,252
Number of affiliated organizations
Alaska87
Alabama75
Arkansas52
Arizona235
California1,063
Colorado200
Connecticut195
District of Columbia121
Delaware35
Florida465
Georgia158
Hawaii41
Iowa402
Idaho30
Illinois817
Indiana365
Kansas230
Kentucky119
Louisiana416
Massachusetts600
Maryland399
Maine72
Michigan426
Minnesota309
Missouri520
Mississippi60
Montana57
North Carolina98
North Dakota148
Nebraska299
New Hampshire97
New Jersey457
New Mexico121
Nevada55
New York1,371
Ohio598
Oklahoma90
Oregon141
Pennsylvania860
Rhode Island94
South Carolina43
South Dakota112
Tennessee80
Texas852
Utah18
Virginia137
Vermont62
Washington195
Wisconsin621
West Virginia92
Wyoming19
International36
Total14,245

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