HOLY FAMILY UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOLY FAMILY UNIVERSITY (EIN 23-1501197)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-04
- IRS object ID
- 202420649349301117
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-04T12:43:39-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231501197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY FAMILY UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLY | BusinessNameControlTxt |
| Phone | 2673413205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 FRANKFORD AVE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC NELSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2673413205 | PhoneNum |
| Signature | 2024-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | NELSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2024-03-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR ANNE PRISCO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 FRANKFORD AVE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $83,958,970 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOLYFAMILY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | LIBERAL ARTS & PROFESSIONS EDUCATION IN DOCTORATE, GRADUATE, UNDERGRADUATE & NON-DEGREE PROGRAMS | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 1084 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,931,833 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,847,866 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $74,703,804 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $75,675,320 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,546,090 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,811,769 | CYInvestmentIncomeAmt |
| PY Other Revenue | $306,014 | PYOtherRevenueAmt |
| CY Other Revenue | $334,717 | CYOtherRevenueAmt |
| PY Total Revenue | $80,487,741 | PYTotalRevenueAmt |
| CY Total Revenue | $83,669,672 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,816,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $30,201,324 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,669,644 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,553,569 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,239,511 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,449,417 | PYOtherExpensesAmt |
| CY Other Expenses | $20,808,130 | CYOtherExpensesAmt |
| PY Total Expenses | $74,935,561 | PYTotalExpensesAmt |
| CY Total Expenses | $78,563,023 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,552,180 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,106,649 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $126,774,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,503,882 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,459,991 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,916,594 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $89,314,333 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $94,587,288 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HOLY FAMILY UNIVERSITY, A MINISTRY OF THE SISTERS OF THE HOLY FAMILY OF NAZARETH, OFFERS EDUCATION IN THE LIBERAL ARTS AND PROFESSIONS THROUGH DOCTORATE, GRADUATE, UNDERGRADUATE, AND NON-DEGREE PROGRAMS. CONTINUED ON SCHEDULE O.AS A CATHOLIC UNIVERSITY, HOLY FAMILY SEEKS DIRECTION AND INSPIRATION FROM THE LIFE AND TEACHING OF JESUS CHRIST, AFFIRMS THE VALUES OF THE JUDEO-CHRISTIAN TRADITION, AND WITNESSES TO THE DIGNITY OF EACH PERSON AND THE ONENESS OF THE HUMAN FAMILY. HOLY FAMILY UNIVERSITY EDUCATES STUDENTS TO ASSUME LIFELONG RESPONSIBILITIES TOWARDS GOD, SOCIETY AND SELF. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $68,534,336 | ExpenseAmt |
| Grant | $30,201,324 | GrantAmt |
| Revenue | $75,675,320 | RevenueAmt |
| Desc | HOLY FAMILY UNIVERSITY IS A FULLY ACCREDITED PRIVATE COED UNIVERSITY OFFERING LIBERAL ARTS AND PROFESSIONAL PROGRAMS THROUGH DOCTORATE, GRADUATE, UNDERGRADUATE, AND NON-DEGREE PROGRAMS. THE UNIVERSITY PROVIDES 133 DEGREE PROGRAMS AND 6 NON-DEGREE PROGRAMS.INSTITUTIONAL AID PROVIDED TO STUDENTS WAS $30,201,324 IN 2023.CONTINUED ON SCHEDULE O.THE UNIVERSITY IS ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION, THE COMMISSION ON COLLEGIATE NURSING AND THE JOINT REVIEW COMMITTEE OF EDUCATION IN RADIOLOGIC TECHNOLOGY. TRADITIONAL GRADUATE AND UNDERGRADUATE PROGRAMS OFFERED FROM THE SCHOOL OF BUSINESS ARE ACCREDITED BY THE ACCREDITATION COUNCIL FOR BUSINESS SCHOOLS AND PROGRAMS (THIS ACCREDITATION DOES NOT APPLY TO THE UNDERGRADUATE AND GRADUATE BUSINESS DEGREES OFFERED THROUGH THE DIVISION OF EXTENDED LEARNING). THE FIRE SCIENCE AND PUBLIC SAFETY ADMINISTRATION DEGREE PROGRAM IS ACCREDITED BY THE INTERNATIONAL FIRE SERVICE ACCREDITATION CONGRESS.TEACHER CERTIFICATION PROGRAMS AT THE GRADUATE AND UNDERGRADUATE LEVELS ARE APPROVED BY THE COMMONWEALTH OF PENNSYLVANIA, DEPARTMENT OF EDUCATION. THE UNIVERSITY HAS ALSO BEEN APPROVED BY THE PENNSYLVANIA STATE BOARD OF NURSE EXAMINERS AND THE VETERANS ADMINISTRATION, AND IT IS A MEMBER OF THE AMERICAN ASSOCIATION FOR COLLEGES FOR TEACHER EDUCATION (AACTE) AND THE AMERICAN ASSOCIATION OF COLLEGES OF NURSING (AACN). | Desc |
| Total Program Service Expenses | $68,534,336 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 4439 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1084 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE MCMAHON AVPCONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2673413205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 FRANKFORD AVE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19114 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM MANDIA ESQ | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PATRICK RYAN ESQ | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SISTER CYNTHIA MEYER CSFN MA | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES BENNETT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER FALLOON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER JANICE FULMER CSFN PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES P GALLAGHER PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL P KILCOYNE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY LYNCH | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| C WILLIAM MOFFITT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SEAN O'HARA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA RAICHLE PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH SLABINSKI III | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT M TANTALA SR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY KEIRANS VASSALLO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN WOLD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD WYDRO MD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT T CHADWICK III | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER CELINE WARNILO CSFN LHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SKARIA ROSHAN PULIMKALAYIL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER THEA KRAUSE CSFN PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN PADAVANO PHD RN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RAY ANGELO | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS COLGAN | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORETTA HENNESSEY | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE MARIE PETTIT | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY SZUSZCZEWICZ | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE M PRISCO PHD | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $411,321 | $0 | $34,435 | ||
| JAMES GARVEY | ||||||||
| VP FOR ADVANCEMENT | 40.00 | Yes (X) | $118,754 | $0 | $4,510 | |||
| ERIC NELSON | ||||||||
| CFO | 40.00 | $234,675 | $0 | $19,011 | Yes (X) | |||
| ROCHELLE A ROBBINS | ||||||||
| VP FOR ACADEMIC AFF. | 40.00 | $187,544 | $0 | $23,215 | Yes (X) | |||
| SYLVIA MCGEARY | ||||||||
| CHIEF OF STAFF | 40.00 | $162,800 | $0 | $8,125 | Yes (X) | |||
| JENNIFER LULING | ||||||||
| ASSOC VP HR | 40.00 | $175,194 | $0 | $22,454 | Yes (X) | |||
| SHERRIE A MADIA | ||||||||
| VP OF MARKETING & COMMUNIC | 40.00 | $159,645 | $0 | $15,244 | Yes (X) | |||
| ANNE MCMAHON | ||||||||
| ASSOC VP CONTROLLER | 40.00 | $147,601 | $0 | $13,948 | Yes (X) | |||
| LESLIE MARGOLIS | ||||||||
| VICE PRESIDENT FOR IT/CIO | 40.00 | $160,881 | $0 | $6,563 | Yes (X) | |||
| MAI-LY F PULLEY | ||||||||
| PROFESSOR | 40.00 | $148,812 | $0 | $25,146 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,907,227 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $172,651 | 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 |
|---|---|---|---|---|---|
| K12 TEACHERS ALLIANCE | |||||
| 20624 ABBEY WOODS COURT | FRANKFORT | IL | 60423 | RECRUITING ORGANIZATION | $1,316,402 |
| METZ CULINARY MANAGEMENT | |||||
| TWO WOODLANDS DRIVE | DALLAS | PA | 18612 | DINING SERVICES | $1,259,037 |
| ALLIED UNIVERSAL SECURITY SERVICES | |||||
| PO BOX 828854 | PHILADELPHIA | PA | 19182 | SECURITY SERVICES | $1,254,934 |
| ATI | |||||
| 62277 COLLECTIONS CTR DRIVE | CHICAGO | IL | 60693 | TESTING SERVICE | $1,032,116 |
| INTERSTATE MAINTENANCE CORPORATION | |||||
| 508 PRUDENTIAL ROAD STE 100 | HORSHAM | PA | 19044 | HOUSEKEEPING SERVICE PROVIDER | $630,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $248,125 | FundraisingAmt |
| Related Organizations | $31,000 | RelatedOrganizationsAmt |
| Government Grants | $4,310,351 | GovernmentGrantsAmt |
| All Other Contributions | $1,258,390 | AllOtherContributionsAmt |
| Noncash Contributions | $25,162 | NoncashContributionsAmt |
| Total Contributions | $5,847,866 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $72,646,598 | $72,646,598 |
| AUXILIARY ENTERPRISES | 611600 | $3,028,722 | $3,028,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $75,675,320 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $815,216 | TotalRevenueColumnAmt |
| Exclusion | $815,216 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $77,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,629 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $58,871 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,871 | TotalRevenueColumnAmt |
| Exclusion | $58,871 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,184,983 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $188,430 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $996,553 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $996,553 | TotalRevenueColumnAmt |
| Exclusion | $996,553 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $51,785 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $248,125 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $82,239 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,454 | TotalRevenueColumnAmt |
| Exclusion | -$30,454 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| FACILITIES RENTALS | 900099 | $134,097 | $134,097 |
| ATHLETICS | 900099 | $54,984 | $54,984 |
| TRUST MISC. INCOME | 900099 | $54,661 | $54,661 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,558 | TotalRevenueColumnAmt |
| Exclusion | $62,558 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $306,300 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,669,672 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,675,320 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,146,486 | 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 | $30,201,324 | TotalAmt |
| Program Services | $30,201,324 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,019,860 | TotalAmt |
| Program Services | $492,062 | ProgramServicesAmt |
| Management And General | $527,798 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,637,420 | TotalAmt |
| Program Services | $19,457,472 | ProgramServicesAmt |
| Management And General | $2,615,680 | ManagementAndGeneralAmt |
| Fundraising | $564,268 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,677 | TotalAmt |
| Program Services | $433,805 | ProgramServicesAmt |
| Management And General | $143,563 | ManagementAndGeneralAmt |
| Fundraising | $19,309 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,595,923 | TotalAmt |
| Program Services | $1,124,201 | ProgramServicesAmt |
| Management And General | $429,319 | ManagementAndGeneralAmt |
| Fundraising | $42,403 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,703,689 | TotalAmt |
| Program Services | $1,469,276 | ProgramServicesAmt |
| Management And General | $193,498 | ManagementAndGeneralAmt |
| Fundraising | $40,915 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,860 | TotalAmt |
| Management And General | $53,860 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,400,160 | TotalAmt |
| Program Services | $6,185,753 | ProgramServicesAmt |
| Management And General | $2,803,918 | ManagementAndGeneralAmt |
| Fundraising | $410,489 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,872 | TotalAmt |
| Program Services | $1,438 | ProgramServicesAmt |
| Management And General | $666,434 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,018,397 | TotalAmt |
| Program Services | $774,441 | ProgramServicesAmt |
| Management And General | $199,854 | ManagementAndGeneralAmt |
| Fundraising | $44,102 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,036,205 | TotalAmt |
| Program Services | $1,027,587 | ProgramServicesAmt |
| Management And General | $7,847 | ManagementAndGeneralAmt |
| Fundraising | $771 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,474 | TotalAmt |
| Program Services | $328,884 | ProgramServicesAmt |
| Management And General | $47,421 | ManagementAndGeneralAmt |
| Fundraising | $4,169 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,725,735 | TotalAmt |
| Program Services | $1,725,735 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,879,159 | TotalAmt |
| Program Services | $2,879,159 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,556 | TotalAmt |
| Program Services | $21,551 | ProgramServicesAmt |
| Management And General | $468,005 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TESTING EXPENSES | $1,034,215 | $1,034,215 | ||
| PRINTING | $794,149 | $526,238 | $186,336 | $81,575 |
| DUES AND SUBSCRIPTIONS | $447,422 | $325,246 | $110,097 | $12,079 |
| BAD DEBT EXPENSE | $200,000 | $200,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,926 | TotalAmt |
| Program Services | $525,949 | ProgramServicesAmt |
| Management And General | $135,546 | ManagementAndGeneralAmt |
| Fundraising | $19,431 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,563,023 | TotalAmt |
| Program Services | $68,534,336 | ProgramServicesAmt |
| Management And General | $8,789,176 | ManagementAndGeneralAmt |
| Fundraising | $1,239,511 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,274,439 | BOYAmt |
| EOY | $10,586,315 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,135,497 | BOYAmt |
| EOY | $9,109,262 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $836,095 | BOYAmt |
| EOY | $821,591 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,876,538 | BOYAmt |
| EOY | $4,403,453 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,549 | BOYAmt |
| EOY | $10,194 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,561 | BOYAmt |
| EOY | $714,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $112,627,967 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,371,901 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,045,050 | BOYAmt |
| EOY | $66,256,066 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,312,589 | BOYAmt |
| EOY | $38,676,684 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,104,254 | BOYAmt |
| EOY | $1,854,479 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,293 | BOYAmt |
| EOY | $1,035,326 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,621,459 | BOYAmt |
| EOY | $2,036,044 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,774,324 | BOYAmt |
| EOY | $135,503,882 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,305,186 | BOYAmt |
| EOY | $4,737,985 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,352,576 | BOYAmt |
| EOY | $2,119,980 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,192,608 | BOYAmt |
| EOY | $29,301,267 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,809,334 | BOYAmt |
| EOY | $2,855,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,800,287 | BOYAmt |
| EOY | $1,902,362 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,459,991 | BOYAmt |
| EOY | $40,916,594 | 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 | $80,999,268 | BOYAmt |
| EOY | $85,653,799 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,315,065 | BOYAmt |
| EOY | $8,933,489 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,314,333 | BOYAmt |
| EOY | $94,587,288 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,774,324 | BOYAmt |
| EOY | $135,503,882 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,106,649 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $605,880 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$439,574 | OtherChangesInNetAssetsAmt |
| 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 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,446,816 | BeginningYearBalanceAmt |
| Contributions | $54,450 | ContributionsAmt |
| Investment Earnings Or Losses | $2,227,586 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $188,430 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,540,422 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,320,970 | BeginningYearBalanceAmt |
| Contributions | $55,399 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,733,443 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $196,110 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,446,816 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,322,160 | BeginningYearBalanceAmt |
| Contributions | $193,265 | ContributionsAmt |
| Investment Earnings Or Losses | $5,982,755 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $177,210 | GrantsOrScholarshipsAmt |
| End Year Balance | $27,320,970 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,323,645 | BeginningYearBalanceAmt |
| Contributions | $71,997 | ContributionsAmt |
| Investment Earnings Or Losses | $93,678 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $167,160 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,322,160 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,009,382 | BeginningYearBalanceAmt |
| Contributions | $139,954 | ContributionsAmt |
| Investment Earnings Or Losses | $327,779 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $153,470 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,323,645 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.74000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.26000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $9,091,698 | OtherCostOrOtherBasisAmt |
| Book Value | $9,091,698 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,070,636 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,373,483 | DepreciationAmt |
| Book Value | $46,697,153 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,416,976 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,748,176 | DepreciationAmt |
| Book Value | $5,668,800 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,048,657 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,250,242 | DepreciationAmt |
| Book Value | $4,798,415 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $66,256,066 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE LOAN PROGRAM | $1,359,650 |
| DEPOSITS HELD IN CUSTODY | $153,773 |
| OPERATING LEASE PAYABLE | $327,817 |
| GIFT ANNUITY LIABILITY | $61,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,902,362 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $53,681,662 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $605,880 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$30,640,898 | OtherRevenueAmt |
| Revenue Not Reported | -$30,035,018 | RevenueNotReportedAmt |
| Revenue Subtotal | $83,716,680 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $53,860 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$100,868 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$47,008 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $83,669,672 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $48,408,707 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $100,868 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $100,868 | ExpensesNotReportedAmt |
| Expenses Subtotal | $48,307,839 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $53,860 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $30,201,324 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $30,255,184 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $78,563,023 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS HELD BY THE UNIVERSITY ARE INTENDED TO PROVIDE ADDITIONAL SCHOLARSHIPS TO STUDENTS. |
| PART X, LINE 2: | THE UNIVERSITY IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE UNIVERSITY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE UNIVERSITY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSES NETTED ON FINANCIALS -30,201,324. CHANGE IN VALUE OF PERPETUAL TRUST 58,718. LOSS ON BOND DEFEASANCE -498,292. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -82,239. GAMING EXPENSES RENTAL EXPENSES -18,629. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 82,239. GAMING EXPENSES RENTAL EXPENSES 18,629. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSES NETTED ON FINANCIALS 30,201,324. |
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 | A STATEMENT ON THE UNIVERSITY'S NONDISCRIMINATION POLICY IS INCLUDED IN THE UNIVERSITY'S PERIODIC NEWSPAPER ADVERTISEMENTS WHICH ARE PUBLISHED MORE THAN ONCE A YEAR. THEY ARE ALSO POSTED ON THE UNIVERSITY'S WEBSITE AND THE ELECTRONIC BULLETIN BOARDS THROUGHOUT CAMPUS. |
| SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES VARIOUS FEDERAL GRANTS DIRECTLY FROM THE U.S. DEPARTMENT OF EDUCATION. AND THE COMMONWEALTH OF PENNSYLVANIA. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TIGERS ON THE LOOSE | Event1Nm |
| Gross Receipts Event1 | $238,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $202,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $36,750 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $5,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $37,639 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,700 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,422 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $61,160 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $46,125 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,035 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $1,775 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $18,877 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,826 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Total | $299,910 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $248,125 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $51,785 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,775 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $23,877 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $37,639 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,700 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,248 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $82,239 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$30,454 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID | GrantTypeTxt |
| Recipient | 1882 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $30,201,324 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AWARDED TO FIRST TIME FRESHMEN AND TRANSFER STUDENTS BASED ON THE HIGH SCHOOL GPA. STUDENTS MAY ALSO BE ELIGIBLE FOR ENDOWED SCHOLARSHIPS (NAMED SCHOLARSHIPS). TO BE CONSIDERED FOR A NAMED SCHOLARSHIP, STUDENTS MUST COMPLETE THE NAMED SCHOLARSHIP APPLICATION EVERY FALL. ALL APPLICANTS WILL BE NOTIFIED OF THEIR STATUS AFTER NAMED SCHOLARSHIPS ARE AWARDED BY THE INSTITUTIONAL SCHOLARSHIP SELECTION COMMITTEE IN THE FOLLOWING SPRING. TO BE ELIGIBLE, STUDENTS MUST HAVE COMPLETED AT LEAST ONE SEMESTER AT HOLY FAMILY, NOT BE PURSUING A SECOND BACHELOR'S DEGREE, AND BE IN GOOD ACADEMIC STANDING. | 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 | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE M PRISCO PHD | ||||||||||||||
| PRESIDENT | $345,000 | $0 | $0 | $0 | $66,321 | $0 | $15,250 | $0 | $19,185 | $0 | $445,756 | $0 | $0 | $0 |
| ERIC NELSON | ||||||||||||||
| CFO | $234,675 | $0 | $0 | $0 | $0 | $0 | $11,734 | $0 | $7,277 | $0 | $253,686 | $0 | $0 | $0 |
| ROCHELLE A ROBBINS | ||||||||||||||
| VP FOR ACADEMIC AFF. | $187,544 | $0 | $0 | $0 | $0 | $0 | $7,127 | $0 | $16,088 | $0 | $210,759 | $0 | $0 | $0 |
| JENNIFER LULING | ||||||||||||||
| ASSOC VP HR | $175,194 | $0 | $0 | $0 | $0 | $0 | $8,760 | $0 | $13,694 | $0 | $197,648 | $0 | $0 | $0 |
| SHERRIE A MADIA | ||||||||||||||
| VP OF MARKETING & COMMUNIC | $159,645 | $0 | $0 | $0 | $0 | $0 | $7,967 | $0 | $7,277 | $0 | $174,889 | $0 | $0 | $0 |
| MAI-LY F PULLEY | ||||||||||||||
| PROFESSOR | $148,812 | $0 | $0 | $0 | $0 | $0 | $3,651 | $0 | $21,495 | $0 | $173,958 | $0 | $0 | $0 |
| SYLVIA MCGEARY | ||||||||||||||
| CHIEF OF STAFF | $162,800 | $0 | $0 | $0 | $0 | $0 | $8,125 | $0 | $0 | $0 | $170,925 | $0 | $0 | $0 |
| LESLIE MARGOLIS | ||||||||||||||
| VICE PRESIDENT FOR IT/CIO | $160,881 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,563 | $0 | $167,444 | $0 | $0 | $0 |
| ANNE MCMAHON | ||||||||||||||
| ASSOC VP CONTROLLER | $147,601 | $0 | $0 | $0 | $0 | $0 | $7,380 | $0 | $6,568 | $0 | $161,549 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | IN LIEU OF A PRESIDENT'S HOUSE, THE PRESIDENT RECEIVES A HOUSING ALLOWANCE WHICH IS INCLUDED IN TAXABLE INCOME FOR THE PRESIDENT. A MEMBERSHIP FOR A SOCIAL CLUB IS PROVIDED FOR THE PRESIDENT FOR USE DURING THE HOSTING OF MEETINGS RELATED TO THE UNIVERSITY. |
| PART I, LINE 1B | THE HOUSING ALLOWANCE IS PART OF THE PRESIDENT'S EMPLOYMENT CONTRACT. |
| PART I, LINE 4B | THE PRESIDENT PARTICIPATES IN A 457(F) PLAN. THERE WERE NO CONTRIBUTIONS OR DISTRIBUTIONS IN CALENDAR YEAR 2022. |
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 |
|---|---|---|---|---|---|---|---|---|
| PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT | ||||||||
| A | 232237287 | 71780TBJ1 | 2023-06-08 | $24,947,544 | REFINANCING 2013A REVENUE BONDS | 0 | 0 | 0 |
| CHELTENHAM TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| B | 470934617 | 2022-12-14 | $5,100,000 | ACQUISITION OF REAL PROPERTY | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $24,947,544 | $377,038 | $24,553,906 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $5,100,000 | $93,264 | 2022 | 0 | 0 | Yes (1) | Yes (1) | $5,006,736 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | 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 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES BENNETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $344,979 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV: | FormAndLineReferenceDesc |
| Explanation | JAMES BENNETT, TRUSTEE - JAMES BENNETT IS A SENIOR VP AT ELLUCIAN. ELLUCIAN IS THE UNIVERSITY'S ERP SYSTEM PROVIDER (FINANCIAL AND STUDENT SERVICES). | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,162 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | CLOSING PRICE | 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 IN COLUMN B REPRESENTS THE NUMBER OF DONORS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE UNIVERSITY SHALL BE CSFN MISSION & MINISTRY, INC., A PENNSYLVANIA NONPROFIT. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER HAS THE POWER TO APPROVE THE RECOMMENDATION OF THE BOARD OF TRUSTEES TO APPOINT OR REMOVE THE BOARD OF TRUSTEES OR ANY ONE OR MORE OF THE TRUSTEES OR THE PRESIDENT OF THE UNIVERSITY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE GOVERNANCE AND OPERATIONS OF THE UNIVERSITY SHALL BE SUBJECT IN ALL RESPECTS TO THE RIGHT OF THE SOLE MEMBER TO EXERCISE RESERVED POWERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE UNIVERSITY PROVIDES A COPY OF THE 990, EXCLUDING SCHEDULE B FOR CONFIDENTIALITY, TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES IS REQUIRED TO AT LEAST ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. ALL TRUSTEES SHALL DISCLOSE TO THE BOARD ANY POSSIBLE CONFLICT OF INTEREST AT THE EARLIEST PRACTICABLE TIME. NO TRUSTEE SHALL VOTE ON ANY MATTER, UNDER CONSIDERATION AT A BOARD OR COMMITTEE MEETING, IN WHICH SUCH TRUSTEE HAS A CONFLICT OF INTEREST. REVIEW OF CONFLICT OF INTEREST DISCLOSURES IS MONITORED BY THE PRESIDENT'S OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UNIVERSITY RETAINS YAFFE & COMPANY TO WORK IN CONJUNCTION WITH EXECUTIVE COMPENSATION COMMITTEE TO DETERMINE THE COMPENSATION OF SENIOR ADMINISTRATION. YAFFE & COMPANY PROVIDES AN EXECUTIVE COMPENSATION SURVEY WHICH IS INCLUSIVE OF ALL COMPENSATION ASPECTS. REVIEW AND APPROVAL OF COMPENSATION IS DOCUMENTED VIA COMPENSATION COMMITTEE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 6,185,753. MANAGEMENT AND GENERAL EXPENSES 2,803,918. FUNDRAISING EXPENSES 410,489. TOTAL EXPENSES 9,400,160. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF PERPETUAL TRUST 58,718. LOSS ON BOND DEFEASANCE -498,292. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SISTERS OF THE HOLY FAMILY OF NAZARETH | ||||||||||
| 310 NORTH RIVER ROAD | DES PLAINES | IL | 60016 | 205728349 | RELIGIOUS | IL | 501(C)(3) | LINE 1 | N/A | 0 |
| CSFN MISSION & MINISTRY INC | ||||||||||
| 4001 GRANT AVE | PHILADELPHIA | PA | 19114 | 205728802 | RELIGIOUS | PA | 501(C)(3) | LINE 1 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |