CARLOW UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARLOW UNIVERSITY (EIN 25-0965438)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-05
- IRS object ID
- 202641259349300529
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T08:09:18-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 250965438 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLOW UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 4125786000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 FIFTH AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR KATHY HUMPHREY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4125786000 | PhoneNum |
| Signature | 2026-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH R PIOT | PreparerPersonNm |
| PTIN | P01358891 | PTIN |
| Phone | 4122613644 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR KATHY HUMPHREY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 FIFTH AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $113,324,594 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARLOW.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TRANSFORMATIONAL HIGHER EDUCATIONAL OPPORTUNITIES FOR A DIVERSE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 1137 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,216,193 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,419,696 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $64,545,401 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $69,347,954 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,319,968 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,357,788 | CYInvestmentIncomeAmt |
| PY Other Revenue | $64,053 | PYOtherRevenueAmt |
| CY Other Revenue | $69,843 | CYOtherRevenueAmt |
| PY Total Revenue | $76,145,615 | PYTotalRevenueAmt |
| CY Total Revenue | $98,195,281 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,049,257 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,173,329 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $35,178,765 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,927,362 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,307,656 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,524,287 | PYOtherExpensesAmt |
| CY Other Expenses | $29,223,582 | CYOtherExpensesAmt |
| PY Total Expenses | $81,752,309 | PYTotalExpensesAmt |
| CY Total Expenses | $92,324,273 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,606,694 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,871,008 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $121,909,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,507,063 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,571,057 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,587,155 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,338,252 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $86,919,908 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O.CARLOW UNIVERSITY, ROOTED IN ITS CATHOLIC IDENTITY AND EMBODYING THE HERITAGE AND VALUES OF THE SISTERS OF MERCY, OFFERS TRANSFORMATIONAL EDUCATIONAL OPPORTUNITIES FOR A DIVERSE COMMUNITY OF LEARNERS AND EMPOWERS THEM TO EXCEL IN THEIR CHOSEN WORK AS COMPASSIONATE, RESPONSIBLE LEADERS IN THE CREATION OF A JUST AND MERCIFUL WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $79,848,225 | ExpenseAmt |
| Grant | $25,173,329 | GrantAmt |
| Revenue | $69,347,954 | RevenueAmt |
| Desc | AT CARLOW UNIVERSITY, WE STRIVE TO CREATE AN EXPERIENCE THAT IS NOT ONLY LIFE-CHANGING, BUT WORLD-CHANGING. CARLOW GRADUATES ARE PREPARED TO BE PIONEERS IN WORKFORCE DEVELOPMENT, HEALTHCARE, EDUCATION, BUSINESS, THE ARTS, AND MORE. THEY ARE PART OF A NEARLY ONE-HUNDRED-YEAR TRADITION OF ETHICAL LEADERS WITH THE EMPATHY AND SPIRIT TO MAKE A MEANINGFUL IMPACT. ROOTED IN UNITY AND LED BY COMPASSION, WE ARE REDEFINING WHAT A LEADER LOOKS LIKE, AND IT LOOKS LIKE A CARLOW GRADUATE.SEE SCHEDULE O FOR CONTINUATION.HERE, OUR WORLD-CLASS FACULTY HELPS STUDENTS GROW INTO HIGH-ACHIEVING, COMPASSIONATE LEADERS IN THEIR RESPECTIVE FIELDS. OUR STUDENTS ARE SHAPED INTELLECTUALLY, SOCIALLY, AND SPIRITUALLY THROUGH A SERVICE-CENTERED BRAND OF EDUCATION, PREPARING THEM TO ETHICALLY PROSPER IN OUR EVER-CHANGING WORLD. CARLOW'S MISSION IS REFLECTED NOT ONLY IN WHAT WE TEACH, BUT IN WHO WE SERVE AND HOW STUDENTS SUCCEED. IN 2024-25, THE UNIVERSITY SERVED 2,419 STUDENTS ACROSS UNDERGRADUATE AND GRADUATE PROGRAMS, INCLUDING 1,358 UNDERGRADUATE STUDENTS AND 1,061 GRADUATE STUDENTS. CARLOW CONTINUES TO ADVANCE EDUCATIONAL ACCESS AND UPWARD MOBILITY THROUGHOUT THE REGION: 50% OF UNDERGRADUATE STUDENTS ARE PELL RECIPIENTS, 54% ARE FIRST-GENERATION, AND 41% ARE ADULT LEARNERS. STUDENT SUCCESS REMAINS A PRIORITY, WITH AN 84% RETENTION RATE FOR FIRST-TIME, FULL-TIME DEGREE-SEEKING UNDERGRADUATES. CARLOW ALSO STRENGTHENED PATHWAYS INTO HIGH-NEED PROFESSIONS, INCLUDING SUPPORTING 26 STUDENTS COMPLETING THE LICENSED PRACTICAL NURSE (LPN) PROGRAM, AND EXPANDING CREDENTIAL OPPORTUNITIES FOR PARENTING STUDENTS THROUGH GRANT-SUPPORTED INITIATIVES.WHETHER THROUGH ADVANCING UPWARD MOBILITY, CHAMPIONING COMMUNITY, OR SIMPLY SUPPORTING PEOPLE, EVERY INITIATIVE REFLECTS CARLOW'S MISSION TO BE A FORCE FOR POSITIVE GOOD. WE BELIEVE IN THE POWER OF CONNECTION AND GROWTH, ENSURING THAT EVERY VOICE FINDS SUPPORT AND EVERY EFFORT INSPIRES CHANGE. TOGETHER, WE'RE CREATING A BRIGHTER FUTURE; A MORE JUST AND MERCIFUL WORLD. | Desc |
| Total Program Service Expenses | $79,848,225 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4881 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1137 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK T SULECKI VICE PRESIDENT OF | PersonNm |
| Phone | 4125788745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 FIFTH AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KATHY W HUMPHREY PHD | ||||||||
| PRESIDENT | 50.00 | Yes (X) | Yes (X) | $527,645 | $0 | $75,934 | ||
| JAMES H MCTIERNAN | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SISTER JULIA UPTON RSMPHDMPH | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SISTER HELEN MARIE BURNS RSM | ||||||||
| VICE CHAIR, MISSION (EXIT 06/25) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRYAN DILUCENTE | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT ALTHOZ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA CAPLAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANITA COURCOULAS | ||||||||
| TRUSTEE (EXIT 06/25) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CONNIE CIBRONE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN DENNY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA G DONOHOE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AMIE DOWNS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER MARY M FANNING RSM PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BART GABLER JD MBA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN MASSARO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAITLIN MCLAUGHLIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIBETH MCLAUGHLIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SABRINA SAUNDERS MOSBY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NORM MITRY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JO ELLEN PARKER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSICA PRISELAC | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX RODRIGUEZ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LOURDES SANCHEZ RIDGE ESQ | ||||||||
| TRUSTEE (EXIT 06/25) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNA BAMONTE TORRANCE ESQ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLINA VELEZ JD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LARA WASHINGTON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER SUSAN J WELSH RSM | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER LINDA WERTHMAN RSM PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LATASHA WILSON-BATCH | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RHONDA MANEVAL DEAN COLLEGE | ||||||||
| HEALTH/WELLNESS & INTERIM PROVOST | 50.00 | Yes (X) | $226,086 | $0 | $12,811 | |||
| MATTHEW GORDLEY DEAN COLLEGE | ||||||||
| OF ARTS/SCIENCE & INTERIM PROVOST | 50.00 | Yes (X) | $168,235 | $0 | $11,166 | |||
| JOHN LEA VP OF FIN BUS | ||||||||
| DEV./UNIV. TREAS. (EXIT 05/25) | 50.00 | Yes (X) | $162,435 | $0 | $9,191 | |||
| ERRIKA FEARBRY JONES | ||||||||
| CHIEF OF STAFF/UNIVERSITY SECRETARY | 50.00 | Yes (X) | $122,563 | $0 | $799 | |||
| GAYLE TISSUE | ||||||||
| VP FOR ADVANCEMENT | 40.00 | $170,539 | $0 | $1,056 | Yes (X) | |||
| JAMES SANTUCCI | ||||||||
| OPERATIONS SERGEANT | 40.00 | $152,683 | $0 | $35,525 | Yes (X) | |||
| MARY CERCERE | ||||||||
| VP FOR ENROLLMENT MGMT | 40.00 | $151,257 | $0 | $39,690 | Yes (X) | |||
| TIMOTHY PHILLIPS | ||||||||
| VP OF STUDENT AFFAIRS | 40.00 | $146,545 | $0 | $37,897 | Yes (X) | |||
| ALISON WIX | ||||||||
| INSTRUCTOR, PA PROGRAM | 40.00 | $154,728 | $0 | $8,200 | Yes (X) | |||
| JASON KRALL ASST PROVOST | ||||||||
| ONLINE & ACADEMIC AFFAIRS | 40.00 | $129,708 | $0 | $10,390 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,112,424 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $242,659 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHARTWELLSCOMPASS GROUP USA | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | DINING SERVICES | $3,202,121 |
| RISEPOINT | |||||
| 700 N PEARL ST STE 600 | DALLAS | TX | 75201 | ONLINE EDUCATIONAL PARTNER | $1,211,239 |
| FIREWATER RESPONSE | |||||
| 1130 LEBANON ROAD | PITTSBURGH | PA | 15122 | WATER DAMAGE RESTORATION | $1,049,811 |
| UPMC SCHOOL OF PERFUSION | |||||
| 532 S AIKEN AVE STE 214 | PITTSBURGH | PA | 15232 | HVAC/MECHANICAL CONTRACTOR | $771,950 |
| ELLUCIAN COMPANY LP | |||||
| 4 COUNTRY VIEW ROAD | MALVERN | PA | 19355 | SOFTWARE SERVICE | $678,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $11,220,289 | GovernmentGrantsAmt |
| All Other Contributions | $15,199,407 | AllOtherContributionsAmt |
| Noncash Contributions | $253,618 | NoncashContributionsAmt |
| Total Contributions | $26,419,696 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $59,118,050 | $59,118,050 |
| RESIDENCE HALLS & BOARD | 721310 | $5,196,349 | $5,196,349 |
| CARLOW CAMPUS SCHOOL | 721310 | $2,955,787 | $2,955,787 |
| ST. VINCENT NURSING PROGRAM | 900099 | $772,920 | $772,920 |
| EARLY LEARNING CENTER | 624410 | $501,755 | $501,755 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $803,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $803,093 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $69,347,954 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,041,043 | TotalRevenueColumnAmt |
| Exclusion | $3,041,043 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,553 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,710 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $69,843 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,843 | TotalRevenueColumnAmt |
| Exclusion | $69,843 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,441,348 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,124,603 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$683,255 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$683,255 | TotalRevenueColumnAmt |
| Exclusion | -$683,255 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,195,281 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,347,954 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,427,631 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,173,329 | TotalAmt |
| Program Services | $25,173,329 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,490,540 | TotalAmt |
| Program Services | $1,252,053 | ProgramServicesAmt |
| Management And General | $208,676 | ManagementAndGeneralAmt |
| Fundraising | $29,811 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,979,008 | TotalAmt |
| Program Services | $23,502,367 | ProgramServicesAmt |
| Management And General | $3,637,271 | ManagementAndGeneralAmt |
| Fundraising | $839,370 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,138,164 | TotalAmt |
| Program Services | $956,058 | ProgramServicesAmt |
| Management And General | $159,343 | ManagementAndGeneralAmt |
| Fundraising | $22,763 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,325,252 | TotalAmt |
| Program Services | $4,473,212 | ProgramServicesAmt |
| Management And General | $745,535 | ManagementAndGeneralAmt |
| Fundraising | $106,505 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,994,398 | TotalAmt |
| Program Services | $1,695,238 | ProgramServicesAmt |
| Management And General | $259,272 | ManagementAndGeneralAmt |
| Fundraising | $39,888 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,657 | TotalAmt |
| Program Services | $217,646 | ProgramServicesAmt |
| Management And General | $65,011 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,326 | TotalAmt |
| Program Services | $114,981 | ProgramServicesAmt |
| Management And General | $34,345 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,540 | TotalAmt |
| Management And General | $69,540 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,919 | TotalAmt |
| Management And General | $347,919 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,827,185 | TotalAmt |
| Program Services | $8,004,347 | ProgramServicesAmt |
| Management And General | $1,799,022 | ManagementAndGeneralAmt |
| Fundraising | $23,816 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,775 | TotalAmt |
| Program Services | $310,137 | ProgramServicesAmt |
| Management And General | $92,638 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,557,930 | TotalAmt |
| Program Services | $1,184,026 | ProgramServicesAmt |
| Management And General | $296,007 | ManagementAndGeneralAmt |
| Fundraising | $77,897 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,520,418 | TotalAmt |
| Program Services | $1,902,876 | ProgramServicesAmt |
| Management And General | $526,147 | ManagementAndGeneralAmt |
| Fundraising | $91,395 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,390,868 | TotalAmt |
| Program Services | $3,379,885 | ProgramServicesAmt |
| Management And General | $1,010,983 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $997,655 | TotalAmt |
| Program Services | $758,218 | ProgramServicesAmt |
| Management And General | $189,554 | ManagementAndGeneralAmt |
| Fundraising | $49,883 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,462 | TotalAmt |
| Program Services | $71,976 | ProgramServicesAmt |
| Management And General | $16,869 | ManagementAndGeneralAmt |
| Fundraising | $23,617 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,870,069 | TotalAmt |
| Program Services | $1,496,055 | ProgramServicesAmt |
| Management And General | $374,014 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,851,684 | TotalAmt |
| Program Services | $3,081,347 | ProgramServicesAmt |
| Management And General | $770,337 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,022 | TotalAmt |
| Program Services | $353,618 | ProgramServicesAmt |
| Management And General | $88,404 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT | $1,122,061 | $897,649 | $224,412 |
| AUXILIARY EXPENSES | $1,007,908 | $806,326 | $201,582 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,103 | TotalAmt |
| Program Services | $216,881 | ProgramServicesAmt |
| Management And General | $51,511 | ManagementAndGeneralAmt |
| Fundraising | $2,711 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,324,273 | TotalAmt |
| Program Services | $79,848,225 | ProgramServicesAmt |
| Management And General | $11,168,392 | ManagementAndGeneralAmt |
| Fundraising | $1,307,656 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,502,790 | BOYAmt |
| EOY | $12,978,882 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,390 | BOYAmt |
| EOY | $533,331 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,520,670 | BOYAmt |
| EOY | $5,934,439 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,866,499 | BOYAmt |
| EOY | $3,503,116 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,265,040 | BOYAmt |
| EOY | $1,641,509 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,146 | BOYAmt |
| EOY | $93,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $120,234,663 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $73,204,050 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,938,218 | BOYAmt |
| EOY | $47,030,613 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,854,027 | BOYAmt |
| EOY | $62,954,945 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,529 | BOYAmt |
| EOY | $837,005 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,909,309 | BOYAmt |
| EOY | $135,507,063 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,590,271 | BOYAmt |
| EOY | $7,691,503 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,653,207 | BOYAmt |
| EOY | $4,232,871 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,081,444 | BOYAmt |
| EOY | $6,752,111 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,337,215 | BOYAmt |
| EOY | $27,893,803 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,908,920 | BOYAmt |
| EOY | $2,016,867 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,571,057 | BOYAmt |
| EOY | $48,587,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,867,598 | BOYAmt |
| EOY | $8,350,114 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,470,654 | BOYAmt |
| EOY | $78,569,794 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,338,252 | BOYAmt |
| EOY | $86,919,908 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,909,309 | BOYAmt |
| EOY | $135,507,063 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,871,008 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,710,648 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,411,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,332,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,582,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,216,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,419,696 | CurrentTaxYearAmt |
| Total | $86,962,099 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,411,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,332,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,582,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,216,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,419,696 | CurrentTaxYearAmt |
| Total | $86,962,099 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,047,602 | SubstantialContributorsTotAmt |
| Public Support Total170 | $72,914,497 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,000,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,158,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,588,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,390,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,115,596 | CurrentTaxYearAmt |
| Total | $10,253,566 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $97,215,665 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $291,459,818 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $69,540 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $69,540 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | BUCHANAN INGERSOLL & ROONEY PROVIDES STATE LEVEL LOBBYING, GRANT WRITING AND GRANT ADMINISTRATION SERVICES FOR CARLOW UNIVERSITY. THE AMOUNTS PAID FOR THESE LOBBYING SERVICES FOR THE FISCAL YEAR JUNE 30, 2025 WERE $69,540. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,863,712 | BeginningYearBalanceAmt |
| Contributions | $1,947,213 | ContributionsAmt |
| Investment Earnings Or Losses | $6,121,170 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $845,246 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,191,479 | OtherExpendituresAmt |
| End Year Balance | $60,895,370 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,132,666 | BeginningYearBalanceAmt |
| Contributions | $1,203,861 | ContributionsAmt |
| Investment Earnings Or Losses | $6,494,651 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $885,360 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,082,106 | OtherExpendituresAmt |
| End Year Balance | $54,863,712 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,743,958 | BeginningYearBalanceAmt |
| Contributions | $12,081,334 | ContributionsAmt |
| Investment Earnings Or Losses | $4,967,197 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $761,561 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,898,262 | OtherExpendituresAmt |
| End Year Balance | $51,132,666 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,966,807 | BeginningYearBalanceAmt |
| Contributions | $1,146,852 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,743,579 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $731,755 | GrantsOrScholarshipsAmt |
| Other Expenditures | $894,367 | OtherExpendituresAmt |
| End Year Balance | $37,743,958 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,091,455 | BeginningYearBalanceAmt |
| Contributions | $844,687 | ContributionsAmt |
| Investment Earnings Or Losses | $7,442,980 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $635,542 | GrantsOrScholarshipsAmt |
| Other Expenditures | $776,773 | OtherExpendituresAmt |
| End Year Balance | $42,966,807 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00427 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.99573 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,835,555 | OtherCostOrOtherBasisAmt |
| Book Value | $1,835,555 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,237,306 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,473,898 | DepreciationAmt |
| Book Value | $31,763,408 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,349,378 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,730,152 | DepreciationAmt |
| Book Value | $12,619,226 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $812,424 | OtherCostOrOtherBasisAmt |
| Book Value | $812,424 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,030,613 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT DEPOSITS | $145,017 |
| FEDERAL LOAN ADVANCES | $1,871,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,016,867 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $77,631,559 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,710,648 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,710 | OtherRevenueAmt |
| Revenue Not Reported | $4,715,358 | RevenueNotReportedAmt |
| Revenue Subtotal | $72,916,201 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $347,919 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $24,931,161 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $25,279,080 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $98,195,281 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $67,049,903 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,710 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,710 | ExpensesNotReportedAmt |
| Expenses Subtotal | $67,045,193 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $347,919 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $24,931,161 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $25,279,080 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $92,324,273 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 185 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY AUTHORITATIVE GUIDANCE, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART X, LINE 2: | THE UNIVERSITY QUALIFIES AS A TAX-EXEMPT, NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THERE IS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND 2024. THE UNIVERSITY IS NO LONGER SUBJECT TO EXAMINATION OF ITS TAX RETURNS FOR YEARS BEFORE 2022. THE UNIVERSITY'S POLICY IS TO RECOGNIZE ANY INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES WITHIN OPERATING EXPENSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 4,710. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID 24,931,161. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 4,710. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID 24,931,161. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | CERTAIN RECRUITING PUBLICATIONS AND COLLEGE CATALOGS CONTAIN EXPRESS STATEMENTS THAT THE COLLEGE DOES NOT DISCRIMINATE ON THE BASIS OF RACE, CREED, SEX, OR RELIGION. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY DISTRIBUTES STUDENT FINANCIAL ASSISTANCE FUNDS ON BEHALF OF FEDERAL AND STATE GOVERNMENTS. THIS ASSISTANCE INCLUDED FEDERAL AID FROM PELL GRANT AWARDS OF $4,201,258; SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT AWARDS OF $244,188; AND COLLEGE WORK STUDY AWARDS OF $120,938. THE UNIVERSITY ALSO RECEIVED STATE AID FROM THE PA HIGHER EDUCATION ASSISTANCE AUTHORITY IN THE AMOUNT OF $2,342,152. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICE | TypeOfActivitiesConductedTxt |
| Specific Services Provided | STUDY ABROAD | SpecificServicesProvidedTxt |
| Region Total Expenditures | $306,427 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $306,427 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $306,427 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|
| STUDENT FINANCIAL AID | 788 | $13,142,853 | N/A | N/A | |
| CAMPUS SCHOOL STUDENT SCHOLARSHIPS | 68 | $620,646 | N/A | N/A | $0 |
| OTHER STUDENT SCHOLARSHIPS | 483 | $1,473,925 | N/A | N/A | $0 |
| FUNDED SCHOLARSHIPS | 629 | $2,778,970 | N/A | N/A | $0 |
| OTHER GRANTS | 1748 | $7,156,935 | N/A | N/A | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS ARE MONITORED BY THE FINANCIAL AID AND ACCOUNTING OFFICES. | ExplanationTxt |
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 (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHY W HUMPHREY PHD | ||||||||||||||
| PRESIDENT | $468,645 | $0 | $25,000 | $0 | $34,000 | $0 | $49,504 | $0 | $26,430 | $0 | $603,579 | $0 | $0 | $0 |
| RHONDA MANEVAL DEAN COLLEGE | ||||||||||||||
| HEALTH/WELLNESS & INTERIM PROVOST | $226,086 | $0 | $0 | $0 | $0 | $0 | $11,220 | $0 | $1,591 | $0 | $238,897 | $0 | $0 | $0 |
| MARY CERCERE | ||||||||||||||
| VP FOR ENROLLMENT MGMT | $151,257 | $0 | $0 | $0 | $0 | $0 | $9,602 | $0 | $30,088 | $0 | $190,947 | $0 | $0 | $0 |
| JAMES SANTUCCI | ||||||||||||||
| OPERATIONS SERGEANT | $152,683 | $0 | $0 | $0 | $0 | $0 | $3,884 | $0 | $31,641 | $0 | $188,208 | $0 | $0 | $0 |
| TIMOTHY PHILLIPS | ||||||||||||||
| VP OF STUDENT AFFAIRS | $146,545 | $0 | $0 | $0 | $0 | $0 | $8,269 | $0 | $29,628 | $0 | $184,442 | $0 | $0 | $0 |
| MATTHEW GORDLEY DEAN COLLEGE | ||||||||||||||
| OF ARTS/SCIENCE & INTERIM PROVOST | $168,235 | $0 | $0 | $0 | $0 | $0 | $10,159 | $0 | $1,007 | $0 | $179,401 | $0 | $0 | $0 |
| JOHN LEA VP OF FIN BUS | ||||||||||||||
| DEV./UNIV. TREAS. (EXIT 05/25) | $162,435 | $0 | $0 | $0 | $0 | $0 | $8,160 | $0 | $1,031 | $0 | $171,626 | $0 | $0 | $0 |
| GAYLE TISSUE | ||||||||||||||
| VP FOR ADVANCEMENT | $170,539 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,056 | $0 | $171,595 | $0 | $0 | $0 |
| ALISON WIX | ||||||||||||||
| INSTRUCTOR, PA PROGRAM | $154,728 | $0 | $0 | $0 | $0 | $0 | $7,396 | $0 | $804 | $0 | $162,928 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE IS PAID AND INCLUDED AS GROSS WAGES ON FORM W-2 FOR THE PRESIDENT ONLY. SOCIAL CLUB DUES - THE PRESIDENT BELONGS TO A LOCAL SOCIAL CLUB IN WHICH DUES ARE REQUIRED. IN ORDER THAT THE PRESIDENT MAY ENTERTAIN POTENTIAL DONORS AND OTHER BUSINESS ASSOCIATES OF THE UNIVERSITY, THE UNIVERSITY PAYS OR REIMBURSES FOR, THE PERIODIC DUES FOR MEMBERSHIP IN THE LOCAL SOCIAL CLUB. DIRECT EXPENSES FOR UTILIZATION OF THE CLUB IS THE PRESIDENT'S RESPONSIBILITY, EXCEPT WHEN ATTRIBUTABLE TO UNIVERSITY BUSINESS. |
| PART I, LINE 3 | COMPENSATION FOR THE PRESIDENT AND THE TOP EXECUTIVES IS DETERMINED BY A COMPENSATION SUBCOMMITTEE OF THE BOARD OF TRUSTEES BASED ON INTERNAL COMPENSATION DATA BENCHMARKED AGAINST COMPENSATION STUDIES AND HIGHER EDUCATION METRICS SUCH AS AICUP AND CUPA. A WRITTEN EMPLOYMENT CONTRACT WAS ESTABLISHED UPON APPROVAL BY THE BOARD. |
| PART I, LINE 4B | THE PRESIDENT PARTICIPATED IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN IN FY 2025. $42,432 WAS ACCRUED ON 6/30/2025. |
| PART I, LINE 7 | THE PRESIDENT RECEIVED A BONUS IN 2024. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| AUTHORITY IMPROVEMENTS MUNICIPALITY | ||||||||
| A | 251196358 | 052674AD0 | 2018-04-26 | $5,175,000 | ST. JOE'S AND CURRAN HALL RENOVATIONS | 0 | 0 | 0 |
| AUTHORITY IMPROVEMENTS MUNICIPALITY | ||||||||
| B | 251196358 | 2023-06-29 | $2,840,000 | FOR THE RENOVATION OF CERTAIN EDUCATION FACILITIES | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $5,175,000 | $235,538 | $5,175,000 | 2019 | 0 | 0 | Yes (1) | Yes (1) |
| B | $2,840,000 | $49,677 | $2,790,323 | 2023 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| B | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $253,618 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED IN COLUMN (B) IS THE NUMBER OF CONTRIBUTORS DURING THE FISCAL YEAR ENDED JUNE 30, 2025. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE UNIVERSITY IS THE CONFERENCE FOR MERCY HIGHER EDUCATION WHICH EXERCISES RESERVED CANONICAL POWERS DELEGATED BY THE INSTITUTE OF THE SISTERS OF MERCY OF THE AMERICAS AND AS OUTLINED IN THE UNIVERSITY'S BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7A | UP TO SIX OF THE TOTAL TRUSTEES (EX-OFFICIO AND ELECTED TRUSTEES) SHALL BE PROFESSED SISTERS OF THE INSTITUTE OF THE SISTERS OF MERCY OF THE AMERICAS OR ITS CANONICAL SUCCESSOR. THERE SHALL BE THREE EX-OFFICIO TRUSTEES, WHO SHALL BE VOTING MEMBERS OF THE BOARD OF TRUSTEES AND INCLUDED IN THE TOTAL NUMBER OF TRUSTEES, AND SUCH EX-OFFICIO TRUSTEES SHALL CONSIST OF ONE SISTER OF MERCY, APPOINTED BY THE INSTITUTE OF THE SISTERS OF MERCY OF THE AMERICAS, THE PRESIDENT OF THE UNIVERSITY, AND THE BISHOP OF THE DIOCESE OF PITTSBURGH OR HIS DESIGNEE. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER HAS THE RIGHT TO APPROVE THE FOLLOWING ACTIONS TO THE EXTENT SUCH ACTIONS ARE TAKEN BY THE BOARD OF TRUSTEES: AMENDMENTS TO THE ARTICLES OF INCORPORATION, IF THEY RELATE TO THE RESERVED POWERS DELEGATED TO THE CONFERENCE FOR MERCY HIGHER EDUCATION, THE ADOPTION OR AMENDMENT TO THE MISSION OF THE UNIVERSITY, THE INCURRENCE BY THE UNIVERSITY OF ANY DEBT, AND ANY SALE, TRANSFER, LONG-TERM LEASE OR EMCUMBRANCE OF ANY REAL OR PERSONAL PROPERTY, TANGIBLE OR INTANGIBLE, OF THE UNIVERSITY OUTSIDE THE ORDINARY COURSE OF BUSINESS ONLY TO THE EXTENT SUCH APPROVAL IS REQUIRED UNDER CANON LAW, ANY MERGER, CONSOLIDATION, DISSOLUTION, TRANSFER OF SUBSTANTIALLY ALL THE ASSETS, OR OTHER FUNDAMENTAL TRANSACTION WITHIN THE CONTEMPLATION OF THE PENNSYLVANIA NONPROFIT CORPORATION LAW, OF OR BY THE UNIVERSITY TO THE EXTENT SUCH APPROVAL IS REQUIRED BY CANON LAW. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 IS REVIEWED BY MANAGEMENT AND SUBMITTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE THE AUDIT COMMITTEE APPROVES THE SUBMITTED FORM 990; IT IS SUBMITTED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY APPLIES TO ALL "COVERED PERSONS" AS DEFINED IN THE POLICY. EACH COVERED PERSON IS GIVEN A COPY OF THE POLICY, REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING THAT HE OR SHE HAS RECEIVED A COPY OF THE POLICY, UNDERSTANDS IT, AND AGREES TO COMPLY WITH IT. THE COVERED PERSON IS ALSO REQUIRED TO COMPLETE A COVERED PERSON'S QUESTIONNAIRE ON AN ANNUAL BASIS. EACH COVERED PERSON SHALL DISCLOSE ALL ACTUAL AND POTENTIAL CONFLICTS AS SET OUT IN THE POLICY. COMPLIANCE WITH THIS POLICY IS MONITORED AND ENFORCED BY THE FOLLOWING PROCEDURE: - EACH YEAR THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, OR HIS DESIGNEE, UNDER THE SUPERVISION OF THE CHAIR OF THE AUDIT COMMITTEE, PREPARES A LIST OF COVERED PERSONS - A COVERED PERSON QUESTIONNAIRE IS DISTRIBUTED TO EACH PERSON ON THE LIST - FORMS ARE COMPLETED AND SIGNED BY EACH COVERED PERSON - COMPLETED FORMS FOR ALL TRUSTEES ARE REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE TO DETERMINE IF ANY ACTUAL OR POTENTIAL CONFLICTS EXIST - COMPLETED FORMS FOR ALL COVERED PERSONS WHO ARE MEMBERS OF STAFF OR FACULTY ARE REVIEWED BY THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION, OR HIS DESIGNEE - THE CHAIR OF THE AUDIT COMMITTEE ASKS AT A MINIMUM OF TWO BOARD MEETINGS IF ANY TRUSTEE IS AWARE OF ANY CONFLICTS AND IT IS DOCUMENTED IN THE BOARD MINUTES DISCLOSURE OF ANY POTENTIAL OR ACTUAL CONFLICTS - DISCLOSURE OF ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST MUST BE DISCLOSED AT THE TIME THEY BECOME A COVERED PERSON, OR AT THE TIME A POTENTIAL OR ACTUAL CONFLICT ARISES AND AT THE TIME OF THE COMPLETION OF THE ANNUAL QUESTIONNAIRE - ALL DISCLOSURES DETERMINED TO BE A CONFLICT OF INTEREST ACCORDING TO THE POLICY ARE DISCUSSED WITH THE CHAIR OF THE AUDIT COMMITTEE AND BROUGHT FORWARD TO THE NEXT BOARD OF TRUSTEE MEETING - ANY IDENTIFIED CONFLICT SHALL BE REFLECTED IN THE MINUTES OF THE BOARD OF TRUSTEE MEETINGS ALONG WITH THE NATURE OF SUCH CONFLICT - THE MINUTES SHALL ALSO REFLECT ALL PERSONS PRESENT AT THE MEETING WHERE ANY VOTING TOOK PLACE ON AN ITEM RELATED TO THE DISCLOSED CONFLICT |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE IS THE AUTHORIZED COMMITTEE OF THE BOARD OF TRUSTEES TO REVIEW COMPENSATION OF THE PRESIDENT. THE EXECUTIVE COMMITTEE CREATED A COMPENSATION COMMITTEE (THE SUBCOMMITTEE) TO PERFORM ANNUAL PERFORMANCE REVIEWS AND SET THE PRESIDENT'S ANNUAL SALARY, IN ACCORDANCE WITH THE EXECUTIVE COMPENSATION PHILOSOPHY, POLICIES AND PROCEDURES APPROVED BY THE BOARD. AS REQUIRED BY THE APPLICABLE TREASURY REGULATIONS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, NO MEMBER OF THE GOVERNANCE COMMITTEE MAY HAVE A CONFLICT OF INTEREST. IN ADDITION, THE GOVERNANCE COMMITTEE DOCUMENTS ITS DECISIONS WITH RESPECT TO COMPENSATION. IN DETERMINING AND APPROVING COMPENSATION, THE GOVERNANCE COMMITTEE RELIES ON COMPARABILITY DATA DERIVED FROM A REVIEW OF THE MOST CURRENT INFORMATION AVAILABLE AS TO COMPENSATION LEVELS FOR COMPARABLE SENIOR EXECUTIVES AT PEER INSTITUTIONS, TAKING INTO ACCOUNT THAT AVAILABLE INFORMATION IS GENERALLY FOR THE PRIOR FISCAL OR ACADEMIC YEARS. OTHER SENIOR EXECUTIVE COMPENSATION: THE PRESIDENT REVIEWS AND RECOMMENDS CHANGES TO OTHER OFFICERS' SALARIES USING DATA FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES. THE DOCUMENTATION FOR THE FINAL DECISION IS KEPT ON FILE. REPORT TO THE BOARD OF TRUSTEES: THE PROCEDURE STATES THAT, THE GOVERNANCE COMMITTEE SHALL PROVIDE A WRITTEN REPORT TO THE BOARD OF TRUSTEES NO LATER THAN THE NEXT REGULARLY SCHEDULED MEETING OF THE BOARD FOLLOWING THE GOVERNANCE COMMITTEE ACTION ON THE COMPENSATION OF SENIOR EXECUTIVES. THE REPORT SHALL REFLECT BASE SALARY AND ALL OTHER ELEMENTS FOR SENIOR EXECUTIVES' COMPENSATION, AS WELL AS A SUMMARY OF THE CRITERIA AND PROCESSES USED TO MAKE THE COMPENSATION DECISIONS AND TO ASSURE THAT THE COMPENSATION IS "REASONABLE AND NOT "EXCESSIVE" WITHIN IRS POLICY AND CRITERIA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST BY THE PUBLIC AT THE CORPORATE ADDRESS. |
| FORM 990, PART IX, LINE 11G | MARKETING CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 487,261. MANAGEMENT AND GENERAL EXPENSES 123,357. FUNDRAISING EXPENSES 6,168. TOTAL EXPENSES 616,786. OTHER CONTRACTS: PROGRAM SERVICE EXPENSES 1,648,023. MANAGEMENT AND GENERAL EXPENSES 413,016. FUNDRAISING EXPENSES 4,037. TOTAL EXPENSES 2,065,076. ACADEMIC SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 782,515. MANAGEMENT AND GENERAL EXPENSES 198,105. FUNDRAISING EXPENSES 9,905. TOTAL EXPENSES 990,525. DINING SERVICES: PROGRAM SERVICE EXPENSES 2,228,645. MANAGEMENT AND GENERAL EXPENSES 393,290. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,621,935. ONLINE PROGRAM: PROGRAM SERVICE EXPENSES 1,750,857. MANAGEMENT AND GENERAL EXPENSES 437,714. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,188,571. PERFUSION PROGRAM: PROGRAM SERVICE EXPENSES 637,690. MANAGEMENT AND GENERAL EXPENSES 159,423. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 797,113. SECURITY & HOUSEKEEPING: PROGRAM SERVICE EXPENSES 292,762. MANAGEMENT AND GENERAL EXPENSES 74,117. FUNDRAISING EXPENSES 3,706. TOTAL EXPENSES 370,585. STUDENT SERVICES: PROGRAM SERVICE EXPENSES 176,594. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 176,594. |