UTICA UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UTICA UNIVERSITY (EIN 16-1476258)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-04-15
- IRS object ID
- 202401069349301215
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-15T11:05:13-07:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161476258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTICA UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UTIC | BusinessNameControlTxt |
| Phone | 3157923011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 Burrstone Road | AddressLine1Txt |
| City | Utica | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pamela Salmon | PersonNm |
| Person Title | VP of Financial Affairs & Treasurer | PersonTitleTxt |
| Phone | 3157923011 | PhoneNum |
| Signature | 2024-04-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Pamela | PersonFirstNm |
| Person Last | Salmon | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 0 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| 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 | Pamela Salmon | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 Burrstone Road | AddressLine1Txt |
| City | Utica | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $92,585,356 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.utica.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | We empower learners to achieve their career and life goals through personally enriching experiences and outstanding educational pathways. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 1780 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $23,379 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $27,420 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,314,752 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,827,272 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $83,374,001 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $79,519,539 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,363,955 | PYInvestmentIncomeAmt |
| CY Investment Income | $967,860 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,090,073 | PYOtherRevenueAmt |
| CY Other Revenue | $1,471,521 | CYOtherRevenueAmt |
| PY Total Revenue | $105,142,781 | PYTotalRevenueAmt |
| CY Total Revenue | $89,786,192 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,985,889 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,742,639 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $50,532,066 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $51,785,824 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,874,057 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,335,851 | PYOtherExpensesAmt |
| CY Other Expenses | $37,159,235 | CYOtherExpensesAmt |
| PY Total Expenses | $104,853,806 | PYTotalExpensesAmt |
| CY Total Expenses | $105,687,698 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $288,975 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$15,901,506 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $156,931,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $140,809,471 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $82,613,316 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $83,973,692 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $74,318,287 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $56,835,779 | NetAssetsOrFundBalancesEOYAmt |
| Mission | We empower learners to achieve their career and life goals through personally enriching experiences and outstanding educational pathways. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $53,882,099 | ExpenseAmt |
| Grant | $16,742,639 | GrantAmt |
| Revenue | $68,645,386 | RevenueAmt |
| Desc | Instruction and research to educate undergraduate & graduate students preparing them to achieve distinction in their chosen professions and inspiring them to become citizens committed to their community. Institutional Support for central and executive-level activities concerned with management and long-range planning for the entire institution. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,195,201 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,413,142 | RevenueAmt |
| Desc | Student Services provides support to instructional programs with an emphasis on student life outside the classroom. it includes areas such as athletics, student activities, career counseling and placement, etc. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,019,128 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Academic support encompasses the areas of faculty and program development as well as resource centers including the library and various institutes designed to support the learning experience. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,803,784 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $10,897,532 | RevenueAmt |
| Desc | Auxiliary Enterprises Expenses $9,803,784 Revenue $10,897,532 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,803,784 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $10,897,532 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $87,900,212 | 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 | Yes (1) | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | 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 | 383 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1780 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pamela Salmon | PersonNm |
| Phone | 3157923011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 Burrstone Road | AddressLine1Txt |
| City | Utica | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| Laura Casamento | ||||||||
| President | 37.5 | 0 | Yes (X) | $458,451 | $0 | $53,472 | ||
| Jeffrey Gates | ||||||||
| Senior Vice President of Student Life and Enrollment | 37.5 | 0 | Yes (X) | $202,998 | $0 | $40,636 | ||
| Todd Pfannestiel | ||||||||
| Provost & Senior Vice President for Academic Affairs | 37.5 | 0 | Yes (X) | $215,222 | $0 | $23,524 | ||
| Polly Smith | ||||||||
| Senior Vice President for Market Innovation & New Ventures/Associtae Provost for OES | 37.5 | 0 | $191,412 | $0 | $24,413 | Yes (X) | ||
| Ahmed Radwan | ||||||||
| Dean for Health and Professions | 37.5 | 0 | $165,746 | $0 | $46,820 | Yes (X) | ||
| Pamela Salmon | ||||||||
| Vice President of Financial Affairs | 37.5 | 0 | Yes (X) | $166,985 | $0 | $41,633 | ||
| Robert Halliday | ||||||||
| Associate Provost, Online Learning and Vice President of Online and Extended Studies | 37.5 | 0 | $152,095 | $0 | $42,028 | Yes (X) | ||
| Ashraf Elazzazi | ||||||||
| Professor | 37.5 | 0 | $148,565 | $0 | $45,067 | Yes (X) | ||
| Stephanie Nesbitt | ||||||||
| Dean of the School of Business & Justice | 37.5 | 0 | $162,014 | $0 | $28,116 | Yes (X) | ||
| Andrew Beakman | ||||||||
| Vice President of Legal Affairs & General Counsel | 37.5 | 0 | Yes (X) | $156,076 | $0 | $10,678 | ||
| Robert Brevenik | ||||||||
| Chairperson | 0 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Jeremy Thurston | ||||||||
| Vice Chairperson/Chair-Elect | 0 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Heidi Hoeller | ||||||||
| Vice Chairperson | 0 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Christian Meyer III | ||||||||
| Vice Chairperson | 0 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Kenneth Bell | ||||||||
| Secretary | 0 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Larry Bull | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Gerard Capraro | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| John Casellini | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Ronald Cuccaro | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Harry Cynkus | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Frederick Degen | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Krista DiBeradino | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| James DuRoss | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| John Forte | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Marianne Gaige | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Samuel Hester | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Daniel Jones | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Wester Miga | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Mark Pilipczuk | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Eugene Quadraro Jr | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Solade Rowe | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| John Snyder | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Treesa Salter | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Mikhail Bushiniski | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Tanner Stewart | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Jeffery Whalley | ||||||||
| Trustee | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,019,564 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $356,387 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 86 | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Wiley Deltak edu | ||||||
| 1415 W 22nd St | Suite 400 | Oak Brook | IL | 60523 | Online Educational Services | $7,404,405 |
| Atalian Global Services Inc | ||||||
| 417 Fifth Avenue | New York | NY | 10016 | Facilities Services | $4,932,937 | |
| Sodexo Inc & Affiliates | ||||||
| 10 Earhart Drive | Williamsville | NY | 14221 | Food Service | $3,606,757 | |
| Orbis Education Services | ||||||
| 11595 North Meridian St | Carmel | IN | 46032 | Educational Partner | $3,597,911 | |
| Follett Higher Education Group | ||||||
| 3146 Solutions Center | Chicago | IL | 606773001 | Bookstore Services | $2,274,435 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 33 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $3,280,271 | GovernmentGrantsAmt |
| All Other Contributions | $4,547,001 | AllOtherContributionsAmt |
| Noncash Contributions | $132,098 | NoncashContributionsAmt |
| Total Contributions | $7,827,272 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Student Tuition and Fees | 611710 | $68,645,386 | $68,645,386 | $0 | $0 |
| Auxiliary Enterprises | 611710 | $10,874,153 | $10,874,153 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $79,519,539 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,962,145 | SecuritiesAmt |
| Other | $804,879 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,510,054 | SecuritiesAmt |
| Other | $289,110 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $452,091 | SecuritiesAmt |
| Other | $515,769 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $967,860 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $967,860 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,471,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,448,142 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,379 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,471,521 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,786,192 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,935,541 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,379 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,550,435 | TotalAmt |
| Program Services | $16,550,435 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,204 | TotalAmt |
| Program Services | $192,204 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,089,738 | TotalAmt |
| Program Services | $884,049 | ProgramServicesAmt |
| Management And General | $980,189 | ManagementAndGeneralAmt |
| Fundraising | $225,500 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,200,482 | TotalAmt |
| Program Services | $30,639,748 | ProgramServicesAmt |
| Management And General | $4,967,235 | ManagementAndGeneralAmt |
| Fundraising | $1,593,499 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,606,828 | TotalAmt |
| Program Services | $2,113,661 | ProgramServicesAmt |
| Management And General | $377,661 | ManagementAndGeneralAmt |
| Fundraising | $115,506 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,945,614 | TotalAmt |
| Program Services | $5,617,289 | ProgramServicesAmt |
| Management And General | $1,017,109 | ManagementAndGeneralAmt |
| Fundraising | $311,216 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,943,162 | TotalAmt |
| Program Services | $2,388,639 | ProgramServicesAmt |
| Management And General | $424,646 | ManagementAndGeneralAmt |
| Fundraising | $129,877 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,381 | TotalAmt |
| Program Services | $14,040 | ProgramServicesAmt |
| Management And General | $106,341 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,129 | TotalAmt |
| Program Services | $12,076 | ProgramServicesAmt |
| Management And General | $127,053 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,000 | TotalAmt |
| Program Services | $22,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,267,104 | TotalAmt |
| Program Services | $3,689,251 | ProgramServicesAmt |
| Management And General | $414,350 | ManagementAndGeneralAmt |
| Fundraising | $163,503 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,120 | TotalAmt |
| Program Services | $146,304 | ProgramServicesAmt |
| Management And General | $556,816 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,764,807 | TotalAmt |
| Program Services | $2,219,617 | ProgramServicesAmt |
| Management And General | $470,024 | ManagementAndGeneralAmt |
| Fundraising | $75,166 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,894 | TotalAmt |
| Program Services | $29,744 | ProgramServicesAmt |
| Management And General | $888,150 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750 | TotalAmt |
| Program Services | $750 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,116,909 | TotalAmt |
| Program Services | $3,784,750 | ProgramServicesAmt |
| Management And General | $297,383 | ManagementAndGeneralAmt |
| Fundraising | $34,776 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,673,084 | TotalAmt |
| Program Services | $1,386,222 | ProgramServicesAmt |
| Management And General | $258,277 | ManagementAndGeneralAmt |
| Fundraising | $28,585 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,911 | TotalAmt |
| Program Services | $365,008 | ProgramServicesAmt |
| Management And General | $55,289 | ManagementAndGeneralAmt |
| Fundraising | $49,614 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,720,470 | TotalAmt |
| Program Services | $1,627,183 | ProgramServicesAmt |
| Management And General | $92,824 | ManagementAndGeneralAmt |
| Fundraising | $463 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,891,199 | TotalAmt |
| Program Services | $5,345,079 | ProgramServicesAmt |
| Management And General | $546,120 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $891,648 | TotalAmt |
| Program Services | $217,367 | ProgramServicesAmt |
| Management And General | $674,281 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Auxiliaries' Food Service | $2,913,487 | $2,913,487 | $0 | $0 |
| Grounds Services | $2,749,560 | $2,656,944 | $79,753 | $12,863 |
| Custodial Services | $2,177,167 | $2,109,823 | $57,092 | $10,252 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,620,615 | TotalAmt |
| Program Services | $2,974,542 | ProgramServicesAmt |
| Management And General | $2,522,836 | ManagementAndGeneralAmt |
| Fundraising | $123,237 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,687,698 | TotalAmt |
| Program Services | $87,900,212 | ProgramServicesAmt |
| Management And General | $14,913,429 | ManagementAndGeneralAmt |
| Fundraising | $2,874,057 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,150 | BOYAmt |
| EOY | $2,294 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,579,558 | BOYAmt |
| EOY | $5,256,315 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,184,403 | BOYAmt |
| EOY | $1,818,638 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,440,761 | BOYAmt |
| EOY | $10,090,786 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,841 | BOYAmt |
| EOY | $163,664 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211 | BOYAmt |
| EOY | $4,748 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,679 | BOYAmt |
| EOY | $331,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $158,871,232 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,671,311 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,714,998 | BOYAmt |
| EOY | $81,199,921 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,864,607 | BOYAmt |
| EOY | $30,921,523 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,835,827 | BOYAmt |
| EOY | $4,309,285 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,729,568 | BOYAmt |
| EOY | $6,711,096 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,931,603 | BOYAmt |
| EOY | $140,809,471 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,296,526 | BOYAmt |
| EOY | $11,514,921 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,210,288 | BOYAmt |
| EOY | $12,872,627 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,609,033 | BOYAmt |
| EOY | $41,645,298 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,497,469 | BOYAmt |
| EOY | $17,940,846 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,613,316 | BOYAmt |
| EOY | $83,973,692 | 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 | $38,826,991 | BOYAmt |
| EOY | $21,450,585 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,491,296 | BOYAmt |
| EOY | $35,385,194 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,318,287 | BOYAmt |
| EOY | $56,835,779 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,931,603 | BOYAmt |
| EOY | $140,809,471 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$15,901,506 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$696,904 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$884,098 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $577 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $24,872 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $25,449 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | The University used paid lobbyists to develop additional University funding through representation with federal and state governments. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $9,847,124 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,470,959 | BeginningYearBalanceAmt |
| Contributions | $1,038,155 | ContributionsAmt |
| Investment Earnings Or Losses | -$176,004 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $881,283 | GrantsOrScholarshipsAmt |
| Other Expenditures | $553,384 | OtherExpendituresAmt |
| Administrative Expenses | $79,159 | AdministrativeExpensesAmt |
| End Year Balance | $34,819,284 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,600,490 | BeginningYearBalanceAmt |
| Contributions | $3,347,871 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,116,405 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $956,285 | GrantsOrScholarshipsAmt |
| Other Expenditures | $324,217 | OtherExpendituresAmt |
| Administrative Expenses | $80,495 | AdministrativeExpensesAmt |
| End Year Balance | $35,470,959 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,110,269 | BeginningYearBalanceAmt |
| Contributions | $2,567,821 | ContributionsAmt |
| Investment Earnings Or Losses | $8,227,652 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $822,234 | GrantsOrScholarshipsAmt |
| Other Expenditures | $389,894 | OtherExpendituresAmt |
| Administrative Expenses | $93,124 | AdministrativeExpensesAmt |
| End Year Balance | $36,600,490 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,052,831 | BeginningYearBalanceAmt |
| Contributions | $2,373,955 | ContributionsAmt |
| Investment Earnings Or Losses | $1,013,233 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $867,663 | GrantsOrScholarshipsAmt |
| Other Expenditures | $376,357 | OtherExpendituresAmt |
| Administrative Expenses | $85,730 | AdministrativeExpensesAmt |
| End Year Balance | $27,110,269 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,880,260 | BeginningYearBalanceAmt |
| Contributions | $418,115 | ContributionsAmt |
| Investment Earnings Or Losses | $66,624 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $856,501 | GrantsOrScholarshipsAmt |
| Other Expenditures | $372,004 | OtherExpendituresAmt |
| Administrative Expenses | $83,663 | AdministrativeExpensesAmt |
| End Year Balance | $25,052,831 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,167,881 | OtherCostOrOtherBasisAmt |
| Book Value | $6,167,881 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $124,692,068 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,926,288 | DepreciationAmt |
| Book Value | $69,765,780 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,494,279 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,349,304 | DepreciationAmt |
| Book Value | $1,144,975 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $13,636,059 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,386,114 | DepreciationAmt |
| Book Value | $2,249,945 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $11,880,945 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,009,605 | DepreciationAmt |
| Book Value | $1,871,340 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $81,199,921 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Post Retirement Liability | $6,458,210 |
| Charitable Trust Obligations | $63,389 |
| Bond Premium, Net of Amortization | $4,708,151 |
| Lease Liability | $6,711,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,940,846 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $72,346,649 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$696,904 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$696,904 | RevenueNotReportedAmt |
| Revenue Subtotal | $73,043,553 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $16,742,639 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $16,742,639 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $89,786,192 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $88,945,059 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $88,945,059 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $16,742,639 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $16,742,639 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $105,687,698 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | The University has a fine arts collection that is housed in the Barrett Art Gallery and the University offers a number of fine arts courses. |
| Schedule D, Part V, Line 4 | The University has endowment funds that are managed to provide a permanent source of income to support the teaching, research, and service missions of the institution. |
| Schedule D, Part XI, Line 4b | Scholarship Aid $16,742,639 |
| Schedule D, Part XII, Line 4b | Scholarship Aid $16,742,639 |
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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Utica University prints its nondiscriminatory policy in the annual catalog and it is also on the University website. |
| Schedule E, Part I, Line 6 | Schedule E, Part I, Line 6 - A majority of the University financial assistance is provided by the government to enable promising students to attend University if family and personal resources are inadequate to support a University education. Two of the main sources of financial aid are from the federal and state government. |
| Schedule E, Part I, Line 6a | A majority of the University financial assistance is provided by the government to enable promising students to attend University if family and personal resources are inadequate to support a University education. Two of the main sources of financial aid are from the federal and state government |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 2 | Program Services | Conference Attendance | $4,400 |
| Europe (including Iceland and Greenland) | 0 | 6 | Program Services | Conference Presentations | $21,800 |
| Europe (including Iceland and Greenland) | 0 | 1 | Program Services | Faculty Led Study Abroad | $12,100 |
| Europe (including Iceland and Greenland) | 0 | 2 | Program Services | Human Rights Festival | $2,000 |
| Middle East and North Africa | 0 | 3 | Program Services | Faculty Led Study Abroad | $57,400 |
| South America | 0 | 1 | Program Services | Visit & Assess Study abroad sites | $2,100 |
| Sub-Saharan Africa | 0 | 1 | Program Services | Visit & Assess Study abroad sites | $1,100 |
| Central America and the Caribbean | 0 | 1 | Program Services | Present at Conference | $900 |
| North America (including Canada and Mexico, but not the United States) | 0 | 2 | Program Services | Present at Conference | $2,000 |
| North America (including Canada and Mexico, but not the United States) | 0 | 2 | Program Services | Conference Attendance | $1,100 |
| North America (including Canada and Mexico, but not the United States) | 0 | 2 | Program Services | International Student Recruitment | $2,400 |
| North America (including Canada and Mexico, but not the United States) | 0 | 1 | Program Services | Faculty | $86,000 |
| North America (including Canada and Mexico, but not the United States) | 0 | 1 | Program Services | Adjunct Lecturer | $8,000 |
| Central America and the Caribbean | 0 | 3 | Program Services | Adjunct Lecturer | $29,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Spent | $230,300 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| Scholarship | Central America and the Caribbean | 2 | $37,736 | Credit on Students' Tuition Bill | $0 | FMV |
| Scholarship | East Asia and the Pacific | 3 | $33,342 | Credit on Students' Tuition Bill | FMV | |
| Scholarship | Europe (including Iceland and Greenland) | 3 | $26,058 | Credit on Students' Tuition Bill | $0 | FMV |
| Scholarship | Middle East and North Africa | 1 | $12,029 | Credit on Students' Tuition Bill | $0 | FMV |
| Scholarship | North America (including Canada and Mexico, but not the United States) | 8 | $42,250 | Credit on Students' Tuition Bill | $0 | FMV |
| Scholarship | Russia and the newly independent States | 1 | $28,789 | Credit on Students' Tuition Bill | $0 | FMV |
| Scholarship | South Asia | 2 | $12,000 | Credit on Students' Tuition Bill | $0 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Grants are given as scholarships and show as a credit on the student account against tuition owed. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|
| Fellowships | 158 | $136,204 | FMV | Grants are awarded to University employees or students for research projects. Grantees may elect to receive reimbursement for receipted expenses or they may elect to receive their awards as W-2 Compensation. | |
| Scholarships | 3710 | $16,414,231 | FMV | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part1, Line 2- Students receiving scholarships are evaluated by the University's assessment of academic achievement, financial need and other similar standards. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | 0 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jeffrey Gates | ||||||||||||||
| Senior Vice President of Student Life and Enrollment | $202,962 | $0 | $0 | $0 | $36 | $0 | $14,001 | $0 | $26,635 | $0 | $243,634 | $0 | $0 | $0 |
| Pamela Salmon | ||||||||||||||
| Vice President of Financial Affairs | $166,827 | $0 | $0 | $0 | $158 | $0 | $14,001 | $0 | $27,632 | $0 | $208,618 | $0 | $0 | $0 |
| Laura Casamento | ||||||||||||||
| President | $390,825 | $0 | $15,000 | $0 | $52,626 | $0 | $28,000 | $0 | $25,472 | $0 | $511,923 | $0 | $0 | $0 |
| Todd Pfannestiel | ||||||||||||||
| Provost & Senior Vice President for Academic Affairs | $212,719 | $0 | $0 | $0 | $2,503 | $0 | $12,902 | $0 | $10,622 | $0 | $238,746 | $0 | $0 | $0 |
| Andrew Beakman | ||||||||||||||
| Vice President of Legal Affairs & General Counsel | $155,040 | $0 | $0 | $0 | $1,036 | $0 | $9,302 | $0 | $1,376 | $0 | $166,754 | $0 | $0 | $0 |
| Ahmed Radwan | ||||||||||||||
| Dean for Health and Professions | $165,710 | $0 | $0 | $0 | $36 | $0 | $18,150 | $0 | $28,670 | $0 | $212,566 | $0 | $0 | $0 |
| Ashraf Elazzazi | ||||||||||||||
| Professor | $141,962 | $0 | $6,500 | $0 | $103 | $0 | $14,758 | $0 | $30,309 | $0 | $193,632 | $0 | $0 | $0 |
| Polly Smith | ||||||||||||||
| Senior Vice President for Market Innovation & New Ventures/Associtae Provost for OES | $190,933 | $0 | $0 | $0 | $479 | $0 | $14,001 | $0 | $10,412 | $0 | $215,825 | $0 | $0 | $0 |
| Stephanie Nesbitt | ||||||||||||||
| Dean of the School of Business & Justice | $161,959 | $0 | $0 | $0 | $55 | $0 | $17,600 | $0 | $10,516 | $0 | $190,130 | $0 | $0 | $0 |
| Robert Halliday | ||||||||||||||
| Associate Provost, Online Learning and Vice President of Online and Extended Studies | $151,513 | $0 | $0 | $0 | $582 | $0 | $14,845 | $0 | $27,183 | $0 | $194,123 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | The University president receives a housing stipend since her house serves as a meeting place for dignitaries and community leaders, as well as for other meeting and fundraising events. The University provides travel costs for the University President's spouse on certain business travel. The University pays for the president's membership dues and initiation fees relating to membership in any clubs that the board of trustees requests that the president join. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oneida County Local Development Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 273190422 | BondIssuerEIN |
| CUSIP | 682440CM2 | CUSIPNum |
| Bond Issued | 2019-12-18 | BondIssuedDt |
| Issue Price | $49,438,503 | IssuePriceAmt |
| Purpose | See Part VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,920,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $49,443,342 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $569,147 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $13,753,312 | CapitalExpendituresAmt |
| Other Spent Proceeds | $35,120,882 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2021 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.0063 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0008 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0071 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Bernadette Clark | |||
| Wife of Harold T Clark, Managing Agent for Adron LLC | $425,742 | The University has a rental agreement with Adron to lease space | 0 |
| Jeremy Thurston | |||
| Board Member and Majority owner of the Hayner Hoyt Corporation | $606,909 | The University paid for services on a construction contract | 0 |
| James DuRoss | |||
| Trustee | $4,790,251 | James DuRoss is empoyed by Atalian Global Services, Inc. which provides janitorial, landscape and building maintenance services to the University | 0 |
| Brian Marcantonio | |||
| Head Soccer Coach and Son of Laura Casamento, President of Utica University | $73,807 | Payroll and Benefits | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $132,098 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | The University uses real estate agents and coin dealers in conjunction with the sale of donated properties on occasion. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | The University conducts business with various vendors throughout the greater Utica area. Several of the University's vendors have principals or employees currently serving on its board of trustees. In accordance with the University's bylaws, each vendor serving on the University Board of Trustees is required to disclose the details of transactions and other business involvements with the University. Significant related party transactions include janitorial, landscape and building maintenance services, and government relations services. |
| Form 990, Part VI, Section B, Line 11b | The 990 is reviewed and approved by the treasurer, key employees, and appropriate trustees prior to being filed and issued. Additionally, the 990 is provided to the entire board of trustees for review and comment prior to filing. This is done by posting a draft PDF of the 990 to the University trustee website. |
| Form 990, Part VI, Section B, Line 12c | Officers and Board members are required to complete conflict of interest statements and submit them to the office of financial affairs. |
| Form 990, Part VI, Section B, Line 15 | The compensation of the president is determined by a compensation committee of the board of trustees in consultation with an independent consultant and approved by the executive committee. The compensation of officers and key employees is determined by the University president and approved by the compensation committee. |
| Form 990, Part VI, Section C, Line 19 | Governing documents are available to the public through personal requests through appropriate University officials. |
| Form 990, Part XI, Line 9 | Change in the funded status of the pension plan $(881,061), net periodic benefit loss $(6,252) and change in annuity obligations $3,215. |