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Nonprofiteer
← JOHN CARROLL UNIVERSITY

Form 990 for tax year 2023

Filed by JOHN CARROLL UNIVERSITY.

Totals

Total revenue
$171,061,424
Total expenses
$170,861,188
Contributions and grants received
$18,887,740
Grants paid
$64,720,422
Program service revenue
$132,194,547
Investment income
$20,260,653
Other revenue
-$281,516
Total assets, end of year
$602,686,700
Total liabilities, end of year
$199,359,867
Net assets or fund balances, end of year
$403,326,833
Program services expenses (Part IX)
$157,905,819
Management and general expenses
$9,989,852
Fundraising expenses
$2,965,517
Program service expenses (Part III)
$157,905,819

Program services were 92.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $1,958,706

  • 1f · All other contributions, gifts and grants

    $16,929,034

  • 1g · Noncash contributions included above

    $3,192,491

  • 2a · Program service revenue: TUITION & FEES

    total $113,806,065 · related or exempt $113,806,065

  • 2b · Program service revenue: RESIDENCE AND DINING FEES

    total $16,987,856 · related or exempt $16,987,856

  • 2c · Program service revenue: OTHER

    total $1,400,626 · related or exempt $1,400,626

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $3,559,352 · excluded $3,559,352

  • 5 · Royalties

    total $103,658 · excluded $103,658

  • 6a · Gross rents

    real property $3,634,710

  • 6b · Less rental expenses

    real property $3,962,829

  • 6c · Rental income or loss

    real property -$328,119 · personal property $0

  • 6d · Net rental income or loss

    total -$328,119 · excluded -$328,119

  • 7a · Gross sales of assets other than inventory

    securities $22,476,344

  • 7b · Less cost or other basis and sales expenses

    securities $5,775,043

  • 7c · Gain or loss

    securities $16,701,301 · other assets $0

  • 7d · Net gain or loss

    total $16,701,301 · excluded $16,701,301

  • 11a · Other revenue: OTHER

    total $367 · unrelated business $367

  • 11b · Other revenue: GREEN EQUITY INVESTORS VII LP

    total $38 · unrelated business $38

  • 11c · Other revenue: LEXINGTON MIDDLE MARKET INVESTORS

    total -$800 · unrelated business -$800

  • 11d · All other revenue

    total -$56,660 · related or exempt $0 · unrelated business -$56,660 · excluded $0

  • 11e · Other revenue, total

    -$57,055

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $64,720,422 · program services $64,720,422

  • 5 · Compensation of officers, directors and key employees

    total $2,283,825 · program services $1,932,937 · management and general $259,598 · fundraising $91,290

  • 6 · Compensation of disqualified persons

    total $0 · program services $0

  • 7 · Other salaries and wages

    total $37,486,083 · program services $31,726,703 · management and general $4,260,977 · fundraising $1,498,403

  • 8 · Pension plan contributions

    total $2,330,936 · program services $1,972,810 · management and general $264,953 · fundraising $93,173

  • 9 · Other employee benefits

    total $10,395,964 · program services $8,798,723 · management and general $1,181,691 · fundraising $415,550

  • 10 · Payroll taxes

    total $2,867,716 · program services $2,427,119 · management and general $325,968 · fundraising $114,629

  • 11a · Fees: management

    total $367,342 · program services $367,342

  • 11b · Fees: legal

    total $159,902 · management and general $159,902

  • 11c · Fees: accounting

    total $134,400 · management and general $134,400

  • 11f · Fees: investment management

    total $1,454,849 · management and general $1,454,849

  • 11g · Fees: other

    total $4,849,325 · program services $4,645,845 · management and general $152,288 · fundraising $51,192

  • 12 · Advertising and promotion

    total $2,051,912 · program services $2,047,573 · management and general $1,423 · fundraising $2,916

  • 13 · Office expenses

    total $2,325,812 · program services $2,320,894 · management and general $1,613 · fundraising $3,305

  • 14 · Information technology

    total $2,616,418 · program services $2,419,323 · management and general $98,157 · fundraising $98,938

  • 16 · Occupancy

    total $7,472,093 · program services $6,756,840 · management and general $708,746 · fundraising $6,507

  • 17 · Travel

    total $2,738,570 · program services $2,385,692 · management and general $131,519 · fundraising $221,359

  • 19 · Conferences, conventions and meetings

    total $1,868,308 · program services $1,627,567 · management and general $89,725 · fundraising $151,016

  • 20 · Interest

    total $2,999,152 · program services $2,999,152

  • 22 · Depreciation, depletion and amortization

    total $11,245,298 · program services $11,245,298

  • 23 · Insurance

    total $1,122,812 · program services $1,037,588 · management and general $85,224

  • 24a · Other expenses: NON-PROF CONTRACT SVCS

    total $7,879,216 · program services $7,234,828 · management and general $502,412 · fundraising $141,976

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $1,490,833 · program services $1,239,163 · management and general $176,407 · fundraising $75,263

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $48,952 · end of year $44,936

  • 2 · Savings and temporary cash investments

    beginning of year $130,730,977 · end of year $91,802,064

  • 3 · Pledges and grants receivable

    beginning of year $113,989 · end of year $0

  • 4 · Accounts receivable

    beginning of year $1,457,309 · end of year $1,195,269

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $1,206,413 · end of year $898,805

  • 8 · Inventories for sale or use

    beginning of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,567,904 · end of year $2,320,631

  • 10a · Land, buildings and equipment: cost or other basis

    $458,795,063

  • 10b · Land, buildings and equipment: accumulated depreciation

    $209,239,019

  • 10c · Land, buildings and equipment, net

    beginning of year $226,779,851 · end of year $249,556,044

  • 11 · Investments: publicly traded securities

    beginning of year $126,797,813 · end of year $141,086,175

  • 12 · Investments: other securities

    beginning of year $91,824,968 · end of year $111,573,960

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $3,798,980 · end of year $4,208,816

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,959,343 · end of year $16,910,814

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,860,837 · end of year $2,050,075

  • 20 · Tax-exempt bond liabilities

    beginning of year $177,608,752 · end of year $176,380,728

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $3,892,056 · end of year $4,018,250

  • 27 · Net assets without donor restrictions

    beginning of year $174,157,773 · end of year $166,070,386

  • 28 · Net assets with donor restrictions

    beginning of year $211,848,395 · end of year $237,256,447

Mission and programs · 2023

Mission

AS A JESUIT CATHOLIC UNIVERSITY COMMITTED TO ACADEMIC RIGOR, INCLUSIVE EXCELLENCE, AND CARE FOR THE WHOLE PERSON, JOHN CARROLL UNIVERSITY INSPIRES INDIVIDUALS OF INTELLECT AND CHARACTER TO LEARN, LEAD AND SERVE IN THE COMMUNITY AND THROUGHOUT THE WORLD.

Activities or mission (Part I)

AS ONE OF 28 JESUIT CATHOLIC UNIVERSITIES IN THE USA, JOHN CARROLL UNIVERSITY'S MISSION IS TO INSPIRE INDIVIDUALS TO EXCEL IN LEARNING, LEADERSHIP, AND SERVICE.

  • SEE SCHEDULE O

    Expenses $157,905,819 · Grants $64,720,422 · Revenue $132,194,547

As filed on the 2023 return.

Listed in Part VII

  • Alan Miciak

    President

    Total calculated
    $484,904
    From this org
    $444,376
    From related orgs
    $0
    Other
    $40,528
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $400,000
    Bonus
    $0
    Other
    $44,376
    Deferred
    $21,450
    Nontaxable benefits
    $19,078
    Filer's total
    $484,904

  • Nancy Benacci

    Vice Chair of Board

    Total calculated
    $0
    Hours/week
    1

  • William Donnelly

    Chair of Board

    Total calculated
    $0
    Hours/week
    1

  • Annmarie Lyons

    Director

    Total calculated
    $0
    Hours/week
    1

  • Anthony Mazzella

    Director

    Total calculated
    $0
    Hours/week
    1

  • Anthony Tricarichi

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ara Bagdasarian

    Director

    Total calculated
    $0
    Hours/week
    1

  • Barbara Brown

    Director

    Total calculated
    $0
    Hours/week
    1

  • Barbara Duganier

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brian Mortellaro

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bruce Jarosz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bruce Luecke

    Director

    Total calculated
    $0
    Hours/week
    1

  • Carol Simon

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christine Kramer

    Director

    Total calculated
    $0
    Hours/week
    1

  • Daniel Sansone

    Director

    Total calculated
    $0
    Hours/week
    1

  • Edward III Cooper

    Director

    Total calculated
    $0
    Hours/week
    1

  • Eric Beck

    Director

    Total calculated
    $0
    Hours/week
    1

  • George Sample

    Director

    Total calculated
    $0
    Hours/week
    1

  • Gregory Muresan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Gregory Skoda

    Director

    Total calculated
    $0
    Hours/week
    1

  • Hal Jr Hawk

    Director

    Total calculated
    $0
    Hours/week
    1

  • Holly Perzy

    Director

    Total calculated
    $0
    Hours/week
    1

  • Howard III Hanna

    Director

    Total calculated
    $0
    Hours/week
    1

  • James Coyne

    Director

    Total calculated
    $0
    Hours/week
    1

  • James Jr Winchester

    Director

    Total calculated
    $0
    Hours/week
    1

  • James Meathe

    Director

    Total calculated
    $0
    Hours/week
    1

  • James Myers

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jane Lambesis

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jason Therrien

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Paravano

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Dempsey

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Mastrantoni

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kevin Embach

    Director

    Total calculated
    $0
    Hours/week
    1

  • Linda Meglin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lisa Zone

    Director

    Total calculated
    $0
    Hours/week
    1

  • London Fletcher

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Jr Petras

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Keresman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mike Covey

    Director

    Total calculated
    $0
    Hours/week
    1

  • Paul Voinovich

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rev Mark Henninger

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rev Martin Connell

    Director

    Total calculated
    $0
    Hours/week
    1

  • Richard Adams

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rita Carroll

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ronald Denewith

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sean Nolan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Teresa Lewandowski

    Director

    Total calculated
    $0
    Hours/week
    1

  • Terrence Ferus

    Director

    Total calculated
    $0
    Hours/week
    1

  • Timothy Cavanagh

    Director

    Total calculated
    $0
    Hours/week
    1

  • Victor Alexander

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bonnie Gunzenhauser

    Interim VP of Academic Affairs

    Total calculated
    $256,031
    From this org
    $232,169
    From related orgs
    $0
    Other
    $23,862
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $231,234
    Bonus
    $0
    Other
    $935
    Deferred
    $15,030
    Nontaxable benefits
    $8,832
    Filer's total
    $256,031

  • Carolyn Sorg

    VP FOR ENROLLMENT MANAGEMENT

    Total calculated
    $127,297
    From this org
    $119,783
    From related orgs
    $0
    Other
    $7,514
    Hours/week
    50

  • Colleen Treml

    General Counsel

    Total calculated
    $210,199
    From this org
    $197,125
    From related orgs
    $0
    Other
    $13,074
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $195,973
    Bonus
    $0
    Other
    $1,152
    Deferred
    $12,738
    Nontaxable benefits
    $336
    Filer's total
    $210,199

  • Edward Peck

    VP for Univ Mission & Identity

    Total calculated
    $176,587
    From this org
    $141,173
    From related orgs
    $0
    Other
    $35,414
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $139,987
    Bonus
    $0
    Other
    $1,186
    Deferred
    $9,799
    Nontaxable benefits
    $25,615
    Filer's total
    $176,587

  • Naomi Sigg

    VP OF STUDENT EXPERIENCE & CAMPUS BELONGING

    Total calculated
    $167,942
    From this org
    $149,732
    From related orgs
    $0
    Other
    $18,210
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $149,614
    Bonus
    $0
    Other
    $118
    Deferred
    $9,725
    Nontaxable benefits
    $8,485
    Filer's total
    $167,942

  • Richard Daly

    VP for University Advancement

    Total calculated
    $367,023
    From this org
    $321,900
    From related orgs
    $0
    Other
    $45,123
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $295,131
    Bonus
    $17,500
    Other
    $9,269
    Deferred
    $19,489
    Nontaxable benefits
    $25,634
    Filer's total
    $367,023

  • Robert Connors

    VP Finance & Administration

    Total calculated
    $268,075
    From this org
    $227,789
    From related orgs
    $0
    Other
    $40,286
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $226,875
    Bonus
    $0
    Other
    $914
    Deferred
    $14,747
    Nontaxable benefits
    $25,539
    Filer's total
    $268,075

  • Sherri Crahen

    VP FOR STUDENT AFFAIRS (END 10/2023)

    Total calculated
    $144,520
    From this org
    $128,220
    From related orgs
    $0
    Other
    $16,300
    Hours/week
    50

  • Elad Granot

    Dean of Boler College

    Total calculated
    $313,280
    From this org
    $270,196
    From related orgs
    $0
    Other
    $43,084
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $269,125
    Bonus
    $0
    Other
    $1,071
    Deferred
    $17,493
    Nontaxable benefits
    $25,591
    Filer's total
    $313,280

  • Melissa Cole

    Dean of the College of Health

    Total calculated
    $308,464
    From this org
    $265,941
    From related orgs
    $0
    Other
    $42,523
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $251,789
    Bonus
    $14,000
    Other
    $152
    Deferred
    $17,276
    Nontaxable benefits
    $25,247
    Filer's total
    $308,464

  • Albert Nagy

    Professor

    Total calculated
    $253,380
    From this org
    $214,201
    From related orgs
    $0
    Other
    $39,179
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,713
    Bonus
    $0
    Other
    $1,488
    Deferred
    $14,890
    Nontaxable benefits
    $24,289
    Filer's total
    $253,380

  • Jeremiah Swetel

    AVP Facilities & Auxiliary Svc

    Total calculated
    $229,547
    From this org
    $191,630
    From related orgs
    $0
    Other
    $37,917
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $191,375
    Bonus
    $0
    Other
    $255
    Deferred
    $12,439
    Nontaxable benefits
    $25,478
    Filer's total
    $229,547

  • Steven Herbert

    Professor

    Total calculated
    $331,575
    From this org
    $293,584
    From related orgs
    $0
    Other
    $37,991
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,715
    Bonus
    $0
    Other
    $1,869
    Deferred
    $18,961
    Nontaxable benefits
    $19,030
    Filer's total
    $331,575

  • Walter Simmons

    PROFESSOR

    Total calculated
    $229,451
    From this org
    $198,150
    From related orgs
    $0
    Other
    $31,301
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,056
    Bonus
    $0
    Other
    $2,094
    Deferred
    $13,724
    Nontaxable benefits
    $17,577
    Filer's total
    $229,451

  • William Elliott

    Professor

    Total calculated
    $283,027
    From this org
    $248,414
    From related orgs
    $0
    Other
    $34,613
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,143
    Bonus
    $0
    Other
    $2,271
    Deferred
    $15,999
    Nontaxable benefits
    $18,614
    Filer's total
    $283,027

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Housing allowance or residence for personal use
ALAN MICIAK, PRESIDENT OF THE UNIVERSITY, LIVES IN A RESIDENCE CONTIGUOUS TO THE UNIVERSITY AND THE VALUE OF THAT ARRANGEMENT IS INCLUDED IN HIS TAXABLE INCOME.
Schedule J, Part III OTHER ADDITIONAL INFORMATION
ON JULY 1, 2008 THE UNIVERSITY ENACTED A QUALIFIED PRIVATE 457(B) DEFERRED COMPENSATION PLAN FOR CERTAIN EMPLOYEES WITH ANY EMPLOYER CONTRIBUTIONS TO BE MADE ON A DISCRETIONARY BASIS. THE UNIVERSITY MADE NO CONTRIBUTIONS TO THE 457 PLAN IN FISCAL 2024. ANY AND ALL CONTRIBUTIONS TO THE PLAN IN FISCAL YEAR 2024 WERE VOLUNTARY EMPLOYEE CONTRIBUTIONS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • THE 1886 COMPANY LTD LLC

    LESSOR · OH · income $1,455,280 · assets $19,306,040

    Directly controlled by JCU

  • CURA PERSONALIS LLC

    LESSOR · OH · income $500,307 · assets $2,942,676

    Directly controlled by JCU

  • IGNATIUS LLC

    LESSOR · OH · income $549,082 · assets $1,895,199

    Directly controlled by JCU

  • INIGO LLC

    LESSOR · OH · income $277,941 · assets $1,093,593

    Directly controlled by JCU

  • LOYOLA LLC

    LESSOR · OH · income $640,972 · assets $2,194,290

    Directly controlled by JCU

  • MANRESA LLC

    LESSOR · OH · income $211,128 · assets $596,570

    Directly controlled by JCU

Provenance

Return type
form_990
Tax year
2023
Filed
2 April 2025
IRS schema version
2023v6.0
Source object
202530929349300913

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