2024-04-25T06:53:49-05:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 231639911 THE UNIVERSITY OF THE ARTS UNIV 2157176000 320 SOUTH BROAD STREET PHILADELPHIA PA 19102 ERIC LEAL VP, FINANCE & ADMIN & CFO 2157176000 2024-04-24 1 ERIC LEAL XXX-XX-XXXX 0 X KERRI N BOGDA CPA P00760402 7177404863 2024-04-23 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KERRY WALK 320 SOUTH BROAD STREET PHILADELPHIA PA 19102 101864341 0 X WWW.UARTS.EDU X 1876 PA ADVANCING HUMAN CREATIVITY BY EDUCATING INTERDISCIPLINARY ARTISTS, PERFORMERS, MAKERS, & WRITERS. 25 24 798 24 -4853 0 22140364 17296988 84153796 73238439 3135613 9007334 641191 726634 110070964 100269395 49476852 43014289 0 0 28883769 29941172 0 0 1180024 30192059 33405075 108552680 106360536 1518284 -6091141 189935840 189268492 65155141 65833353 124780699 123435139 X THE ARTS HAVE THE POWER TO TRANSFORM SOCIETY. THEY PLAY AN ESSENTIAL ROLE IN ENSURING AND ENHANCING THE QUALITY OF LIFE. THE UNIVERSITY OF THE ARTS IS COMMITTED TO ADVANCING HUMAN CREATIVITY AND TO INSPIRING, EDUCATING AND PREPARING INNOVATIVE ARTISTS AND CREATIVE LEADERS FOR THE ARTS OF THE 21ST CENTURY. 0 0 49640536 31495261 65259277 INSTRUCTION - EXPENSES INCURRED IN PROVIDING ACADEMIC INSTRUCTION THROUGH OUR INNOVATIVE CURRICULUM TO OUR 1,300 STUDENTS, WHO ARE ENROLLED IN 37 UNDERGRADUATE AND GRADUATE PROGRAMS ACROSS OUR SIX SCHOOLS (THE SCHOOL OF ART, SCHOOL OF DANCE, SCHOOL OF DESIGN, SCHOOL OF FILM, SCHOOL OF MUSIC, AND THE IRA BRIND SCHOOL OF THEATER ARTS) AND THE DIVISION OF GRADUATE AND PROFESSIONAL STUDIES. 18753455 11380774 0 ACADEMIC SUPPORT - COSTS INCURRED WITH THE MAINTENANCE OF PROGRAMS AND ACTIVITIES FOR FACULTY AND STUDENTS, INCLUDING ACADEMIC ADVISING, OUR NINE PERFORMANCE VENUES, 11 ART GALLERIES, THE UNIVERSITY LIBRARIES SYSTEM, A WIDE RANGE OF STUDIOS AND WORKSHOPS, AND TECHNOLOGICAL RESOURCES AND SUPPORT. 7490134 138254 7979162 STUDENT SERVICES - COSTS INCURRED WITH PROGRAMS THAT SUPPORT OUR STUDENT BODY, INCLUDING DINING SERVICES, RESIDENTIAL FACILITIES AND PROGRAMMING, HEALTH SERVICES, MENTAL HEALTH COUNSELING, STUDENT ACTIVITIES INCLUDING CLUBS AND ORGANIZATIONS, EXERCISE AND WELLNESS RESOURCES, LEADERSHIP TRAINING, CAREER COUNSELING, AND ACCESSIBILITY SERVICES FOR STUDENTS WITH DISABILITIES. 75884125 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 1 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 0 0 0 1 473 0 798 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X CHARLES AVNER CONTROLLER 2157176180 320 SOUTH BROAD STREET PHILADELPHIA PA 191024901 JUDSON A AARON CHAIR 1.00 0.00 X X 0 0 0 BRIAN EFFRON VICE CHAIR 1.00 0.00 X X 0 0 0 WILLIAM R GAST SECRETARY 1.00 0.00 X X 0 0 0 BRUCE KARDON TREASURER 1.00 0.00 X X 0 0 0 NATHANIEL HAMILTON JR TRUSTEE 1.00 0.00 X 0 0 0 SETH LEHR TRUSTEE 1.00 0.00 X 0 0 0 RALPH CITINO TRUSTEE 1.00 0.00 X 0 0 0 EBONNE RUFFINS LEAPHART TRUSTEE 1.00 0.00 X 0 0 0 DOUG KREITZBERG TRUSTEE 1.00 0.00 X 0 0 0 PETER HAAS TRUSTEE 1.00 0.00 X 0 0 0 TRAVIS GAYLORD TRUSTEE 1.00 0.00 X 0 0 0 HARRIET WEISS TRUSTEE 1.00 0.00 X 0 0 0 JOE ARISTONE TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN SYPHERD TRUSTEE 1.00 0.00 X 0 0 0 ELAINE LEVITT TRUSTEE 1.00 0.00 X 0 0 0 RONALD NAPLES TRUSTEE 1.00 0.00 X 0 0 0 LAWRENCE S REICHLIN TRUSTEE 1.00 0.00 X 0 0 0 KENNETH WONG TRUSTEE 1.00 0.00 X 0 0 0 PATRICIA FOWLER TRUSTEE 1.00 0.00 X 0 0 0 LAURIE WAGMAN TRUSTEE 1.00 0.00 X 0 0 0 RAJ TEWARI TRUSTEE 1.00 0.00 X 0 0 0 ELEANOR DAVIS TRUSTEE 1.00 0.00 X 0 0 0 DEANNA DECHERNEY TRUSTEE 1.00 0.00 X 0 0 0 DR NOEL MAYO TRUSTEE 1.00 0.00 X 0 0 0 MEGAN NICOLETTI TRUSTEE (AS OF 6/23) 1.00 0.00 X 0 0 0 DAVID YAGER PRESIDENT & CEO 40.00 0.00 X 662978 0 48859 STEPHEN LIGHTCAP EDD VP OF FINANCE & ADMIN (UNTIL 4/14) 40.00 0.00 X 345414 0 104164 CAROL GRANEY VP FOR ACADEMIC AFFAIRS 40.00 0.00 X 204750 0 37294 ANDREW PACK VP FOR DEV & ALUMNI RELATIONS 40.00 0.00 X 210000 0 37621 PAULA MARINCOLA EXECUTIVE DIRECTOR OF PCAH 40.00 0.00 X 307916 0 49585 ERIN ELMAN DEAN OF GRAD. & PROF STUDIES 40.00 0.00 X 192000 0 68533 DONNA BURCHFIELD DEAN OF THE SCHOOL OF DANCE 40.00 0.00 X 180000 0 35751 WILLIAM BISSELL DIRECTOR OF PCAH 40.00 0.00 X 185844 0 36217 MELISSA FRANKLIN DIRECTOR OF PCAH 40.00 0.00 X 174580 0 40784 KEVIN HADEN DEAN OF THE SCHOOL OF MUSIC 40.00 0.00 X 170000 0 32627 2633482 0 491435 33 0 1 0 ARAMARK SERVICES INC PO BOX 978839 DALLAS TX 753978839 MAINTENANCE SERVICES 3787565 PARKHURST DINING SERVICES PO BOX 644091 PITTSBURGH PA 152644091 FOOD SERVICES 3374240 C ERICKSON AND SONS INC 2200 ARCH STREET STE 200 PHILADELPHIA PA 19103 GENERAL CONTRACTOR 2703089 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 828854 PHILADELPHIA PA 191828854 SECURITY SERVICES 2226804 ACS SERVICES LLC 831 LINCOLN AVE UNIT D-14 WESTCHESTER PA 19380 HVAC CONTRACTOR 730312 20 720499 549241 16027248 191168 17296988 STUDENT TUITION & FEES 611310 65259277 65259277 RESIDENCE HALLS 611310 5270042 5270042 DINING SERVICES 900099 2616145 2616145 STUDY ABROAD 900099 92975 92975 73238439 172818 172818 62977 62977 267116 13520 253596 253596 253596 192619 9907992 191168 1137904 1451 8770088 8771539 8771539 24750 720499 146175 -121425 -121425 154560 106179 48381 48381 PEW/PEI OVERHEAD 900099 206491 206491 REBATES 900099 79570 79570 IMAGING LAB REVENUE 900099 43229 43229 216792 -4853 221645 546082 100269395 73238439 -4853 9738821 X 11227290 11227290 31678474 31678474 108525 108525 2010605 357501 1405483 247621 22583179 18653384 3562074 367721 652963 540643 104453 7867 3047144 2884144 64345 98655 1647281 1288984 328278 30019 659450 659450 118291 25791 92500 126000 126000 298225 298225 14001861 2181672 11717134 103055 251138 239904 6655 4579 2313076 1705291 554176 53609 1037217 671735 365482 1426098 519602 887136 19360 1258183 1110894 137657 9632 133608 111006 22602 2355633 2355633 5117716 5117716 744736 10469 734267 REPAIRS AND MAINTENANCE 658348 67074 591274 HONORARIA 612327 513431 98896 R.A. HOUSING 571845 571845 INSTRUCTIONAL EQUIPMENT 347501 311575 35926 1373822 1104891 157025 111906 106360536 75884125 29296387 1180024 5310439 3890980 1902268 4631655 19660478 17177812 543751 225545 1292750 949425 213092558 118623491 94500367 94469067 48470892 48171497 13773395 14900786 594581 545372 3886919 4306353 189935840 189268492 7972636 8108459 5798017 5441723 46370165 45099699 2000000 5014323 5183472 65155141 65833353 X 35164642 32183759 89616057 91251380 124780699 123435139 189935840 189268492 -6091141 4745581 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 126000 0 0 0 126000 0 PART II-B, LINE 1: THE ORGANIZATION USED $81,000 IN LOBBYING SERVICES OF MERCURY PUBLIC AFFAIRS IN AN EFFORT TO OBTAIN A GRANT. THE ORGANIZATION ALSO USED $45,000 IN LOBBYING SERVICES FROM BELLEVUE STRATEGIES, LLC RELATED TO THE WALTER DALLAS PROJECT. X X 0 59704285 1301942 4358325 2929148 62435404 67050163 1283331 -5917861 2711348 59704285 56173508 1518530 12926349 3568224 67050163 56004830 1413775 1268655 2513752 56173508 54928558 1501331 2034665 2459724 56004830 0.02050 0.97950 0.00000 0 0 10350680 10350680 154142963 74016038 80126925 47857863 44607453 3250410 741052 741052 94469067 ALTERNATIVE INVESTMENTS 13025245 F FUNDS HELD IN TRUST 1875541 F 14900786 OTHER 63996 ASSET RETIREMENT OBLIGATION 1209959 LEASE OBLIGATIONS, OPERATING 2488268 LEASE OBLIGATIONS, FINANCE 1421249 5183472 X 73565726 4745581 -31715124 -26969543 100535269 -265874 -265874 100269395 74911286 265874 265874 74645412 31715124 31715124 106360536 PART III, LINE 4: THE UNIVERSITY DOES NOT RECORD ITS COLLECTION IN THE FINANCIAL STATEMENTS. THE UNIVERSITY OWNS NUMEROUS PIECES OF FINE ART, MAINLY FROM PROMINENT ALUMNAE AND FACULTY. THE UNIVERSITY HAS MADE A COMMITMENT TO PRESERVE THE ARCHIVES AND USES THEM AS A RESOURCE FOR STUDENTS AT THE COLLEGE. PART V, LINE 4: THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE FOR UNIVERSITY STUDENTS' AWARDS AND SCHOLARSHIPS TO HELP OFFSET THE COST OF TUITION. PART X, LINE 2: THE UNIVERSITY FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDANCE, AS IT RELATES TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST FEDERAL AND STATE INCOME TAX POSITIONS AND HAS DETERMINED, BASED ON CLEAR AND UNAMBIGUOUS TAX LAW AND REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF A RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: STUDENT SCHOLARSHIPS -31,327,868. INVESTMENT MANAGEMENT FEES -298,225. EXPENSES NETTED WITH REVENUE -89,031. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -106,179. RENTAL EXPENSES -13,520. FUNDRAISING EXPENSES -146,175. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 106,179. FUNDRAISING EXPENSES 13,520. RENTAL EXPENSES 146,175. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT SCHOLARSHIPS 31,327,868. INVESTMENT MANAGEMENT EXPENSES 298,225. EXPENSES NETTED WITH REVENUE 89,031. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY'S RACIAL NONDISCRIMINATION POLICY IS INCLUDED ON THE APPLICATION FOR ADMISSION, AND IN OTHER IMPORTANT OFFICIAL UNIVERSITY PUBLICATIONS, MOST IMPORTANTLY THE UNIVERSITY COURSE CATALOG. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES FEDERAL AND STATE FUNDING, INCLUDING, BUT NOT LIMITED TO, PELL GRANTS, SEOG GRANTS, FAMILY EDUCATION LOANS, AND WORK-STUDY PROGRAM. 1 EUROPE 0 0 PROGRAM COST 389518 EAST ASIA AND THE PACIFIC 0 0 PROGRAM COST 25475 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS 100025 EAST ASIA AND THE PACIFIC 0 0 FINANCIAL AID 8500 0 0 0 0 0 0 523518 0 523518 GRANTS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 22 100025 REDUCTION OF TUITION GRANTS EAST ASIA AND THE PACIFIC 1 8500 REDUCTION OF TUITION 0 0 0 0 0 0 PART I, LINE 2: STUDENTS PARTICIPATING IN A STUDY ABROAD PROGRAM ARE CHARGED THE UARTS TUITION AND FEE RATE AND WILL RECEIVE AID BASED ON THE NUMBER OF CREDITS FOR WHICH THEY WILL BE REGISTERED FOR, IN MOST CASES THIS IS FULLTIME ENROLLMENT. ALL FINANCIAL AID AWARDS ARE APPLIED TO THE UARTS TUITION CHARGES. UARTS WILL SUBMIT PAYMENT TO THE HOST SCHOOL UPON RECEIPT OF INVOICE FOR STUDY ABROAD COSTS. IF THE COSTS EXCEED THE UARTS CHARGES, THE STUDENT WILL BE RESPONSIBLE FOR THE DIFFERENCE. THE STUDENT IS RESPONSIBLE FOR HAVING THE HOST SCHOOL SUBMIT A FINAL TRANSCRIPT FOR THE STUDY ABROAD SEMESTER. PART III ACCOUNTING METHOD: SCHEDULE F, PART IV, LINES 3 AND 5: THE ORGANIZATION HAS OWNERSHIP INTERESTS IN CERTAIN FOREIGN CORPORATIONS AND PARTNERSHIPS, HOWEVER, NO OWNERSHIP INTERESTS EXCEEDED THE THRESHOLD FOR REQUIRING THE FILING OF FORMS 5471 OR 8865. PERFORMANCE UNLEASHED GALA 498433 473683 24750 77389 4302 64484 UARTIST DAY OF GIVING 246816 246816 745249 720499 24750 77389 4302 64484 146175 -121425 1 MUSEUM OF BLACK JOY 7301 BRENTWOOD RD PHILADELPHIA PA 19151 871981393 FOR PROFIT 135000 0 ARTS AND CULTURAL PROJECTS KARMALUX LLC 2200 AMBER STREET PHILADELPHIA PA 19125 832530330 FOR PROFIT 90000 0 ARTS AND CULTURAL PROJECTS SEVENTH WARD PROJECTS INC 1507 NORTH 16TH STREET PHILADELPHIA PA 19121 233860170 501(C)(3) 60000 0 ARTS AND CULTURAL PROJECTS TEMPLE UNIVERSITY 1301 CECIL B MOORE AVENUE RITTER ANNEX 423 PHILADELPHIA PA 19122 231365971 501(C)(3) 500090 0 ARTS AND CULTURAL PROJECTS AFRICAN AMERICAN MUSEUM IN PHILADELPHIA 701 ARCH STREET PHILADELPHIA PA 19106 231941617 501(C)(3) 120000 0 ARTS AND CULTURAL PROJECTS AL-BUSTAN SEEDS OF CULTURE 3645 LANCASTER AVE PHILADELPHIA PA 19104 030502955 501(C)(3) 42000 0 ARTS AND CULTURAL PROJECTS ARCADIA UNIVERSITY ART GALLERY 450 S EASTON ROAD GLENSIDE PA 19038 231352620 501(C)(3) 99000 0 ARTS AND CULTURAL PROJECTS ARS NOVA WORKSHOP INC 1901 S 9TH STREET 509 PHILADELPHIA PA 19148 383714248 501(C)(3) 97640 0 ARTS AND CULTURAL PROJECTS ASIAN ARTS INITIATIVE 1219 VINE STREET PHILADELPHIA PA 19107 232827657 501(C)(3) 5725 0 ARTS AND CULTURAL PROJECTS BLACKSTAR PROJECTS 1901 S NINTH STREET SUITE 414 PHILADELPHIA PA 19148 753129761 501(C)(3) 348651 0 ARTS AND CULTURAL PROJECTS BOWERBIRD INC 252 SOUTH SAINT BERNARD STREET PHILADELPHIA PA 19139 562629725 501(C)(3) 41000 0 ARTS AND CULTURAL PROJECTS BRYN MAWR COLLEGE PERFORMING ARTS SERIES 101 N MERION AVE BRYN MAWR PA 19010 231352621 501(C)(3) 181500 0 ARTS AND CULTURAL PROJECTS CHAMBER ORCHESTRA OF PHILADELPHIA 1520 LOCUST STREET SUITE 500 PHILADELPHIA PA 19102 231929096 501(C)(3) 48000 0 ARTS AND CULTURAL PROJECTS CLIVEDEN OF THE NATIONAL TRUST 6401 GERMANTOWN AVENUE PHILADELPHIA PA 19144 232232675 501(C)(3) 152400 0 ARTS AND CULTURAL PROJECTS COLLEGE OF PHYSICIANS 19 S 22ND STREET PHILADELPHIA PA 19103 231352670 501(C)(3) 126000 0 ARTS AND CULTURAL PROJECTS CURTIS INSTITUTE OF MUSIC 1726 LOCUST STREET PHILADELPHIA PA 19103 231585611 501(C)(3) 108000 0 ARTS AND CULTURAL PROJECTS DREXEL UNIVERSITY 3141 CHESTNUT STREET PHILADELPHIA PA 19104 231352630 501(C)(3) 144000 0 ARTS AND CULTURAL PROJECTS EASTERN STATE PENITENTIARY 2027 FAIRMOUNT AVENUE PHILADELPHIA PA 19130 311627155 501(C)(3) 63000 0 ARTS AND CULTURAL PROJECTS EGOPO INC 317 DICKINSON STREET UNIT D PHILADELPHIA PA 19147 943175464 501(C)(3) 59520 0 ARTS AND CULTURAL PROJECTS EMILY BATE 3419 MARY ST DREXEL HILL PA 19026 464340285 FOR PROFIT 31250 0 ARTS AND CULTURAL PROJECTS FABRIC WORKSHOP AND MUSEUM 1214 ARCH STREET PHILADELPHIA PA 191072816 232018929 501(C)(3) 479640 0 ARTS AND CULTURAL PROJECTS FLEISHER ART MEMORIAL 719 CATHERINE STREET PHILADELPHIA PA 19147 232249360 501(C)(3) 160000 0 ARTS AND CULTURAL PROJECTS FREE LIBRARY OF PHILADELPHIA 1901 VINE STREET PHILADELPHIA PA 19103 521173474 501(C)(3) 167772 0 ARTS AND CULTURAL PROJECTS FUND FOR THE WATER WORKS INTERPRETIVE CENTER TO FAIRMOUNT WATERWORKS PHILADELPHIA PA 19130 911882472 501(C)(3) 10000 0 ARTS AND CULTURAL PROJECTS GIRARD COLLEGE 1101 MARKET STREET SUITE 2600 PHILADELPHIA PA 19107 232712327 501(C)(3) 122556 0 ARTS AND CULTURAL PROJECTS HISTORIC GERMANTOWN PRESERVED 5501 GERMANTOWN AVENUE PHILADELPHIA PA 19144 232459676 501(C)(3) 42000 0 ARTS AND CULTURAL PROJECTS JAPAN AMERICA SOCIETY OF GREATER PHILADELPHIA 5070 PARKSIDE AVE PHILADELPHIA PA 19131 232223316 501(C)(3) 119611 0 ARTS AND CULTURAL PROJECTS JOHN BARTRAM ASSOCIATION 5400 LINDBERGH BLVD PHILADELPHIA PA 19143 237393771 501(C)(3) 144000 0 ARTS AND CULTURAL PROJECTS LIBRARY COMPANY OF PHILADELPHIA 1314 LOCUST STREET PHILADELPHIA PA 19107 231370444 501(C)(3) 144000 0 ARTS AND CULTURAL PROJECTS MANN CENTER FOR THE PERFORMING ARTS 123 S BROAD STREET PHILADELPHIA PA 19109 231473884 501(C)(3) 329944 0 ARTS AND CULTURAL PROJECTS MONUMENT LAB 1617 JFK BLVD SUITE 2034 PHILADELPHIA PA 19103 863119416 501(C)(3) 124000 0 ARTS AND CULTURAL PROJECTS NATIONAL CONSTITUTION CENTER 525 ARCH STREET PHILADELPHIA PA 19016 232434447 501(C)(3) 39785 0 ARTS AND CULTURAL PROJECTS NUEVA ESPERANZA INC 4261 NORTH 5TH STREET PHILADELPHIA PA 19140 232552707 501(C)(3) 55049 0 ARTS AND CULTURAL PROJECTS OPERA COMPANY OF PHILADELPHIA 1420 LOCUST STREET PHILADELPHIA PA 19102 231504706 501(C)(3) 171050 0 ARTS AND CULTURAL PROJECTS ORCHESTRA 2001 INC PO BOX 7211 PHILADELPHIA PA 19101 232545727 501(C)(3) 89200 0 ARTS AND CULTURAL PROJECTS PENNSBURY SOCIETY 400 PENNSBURY MEMORIAL ROAD MORRISVILLE PA 19067 236417452 501(C)(3) 79200 0 ARTS AND CULTURAL PROJECTS PEOPLE'S LIGHT AND THEATRE COMPANY 39 CONESTOGA ROAD MALVERN PA 19355 237313407 501(C)(3) 343400 0 ARTS AND CULTURAL PROJECTS PHILADELPHIA CHAMBER MUSIC SOCIETY 1528 WALNUT STREET PHILADELPHIA PA 19102 223059283 501(C)(3) 105000 0 ARTS AND CULTURAL PROJECTS PHILADELPHIA CONTEMPORARY 1112 NORTH BODINE STREET PHILADELPHIA PA 19123 811252189 501(C)(3) 127222 0 ARTS AND CULTURAL PROJECTS PHILADELPHIA FOLKLORE PROJECT 735 S 50TH STREET PHILADELPHIA PA 19143 232568080 501(C)(3) 42000 0 ARTS AND CULTURAL PROJECTS PHILADELPHIA FRINGEARTS 140 N COLUMBUS BLVD PHILADELPHIA PA 19106 232936188 501(C)(3) 180000 0 ARTS AND CULTURAL PROJECTS PHILADELPHIA MURAL ARTS ADVOCATES THE LINCOLN FINANCIAL MURAL ARTS CENTER PHILADELPHIA PA 19130 232876470 501(C)(3) 297300 0 ARTS AND CULTURAL PROJECTS PHILADELPHIA MUSEUM OF ART PO BOX 7646 PHILADELPHIA PA 191017646 231365388 501(C)(3) 126000 0 ARTS AND CULTURAL PROJECTS PHILADELPHIA ORCHESTRA ASSOCIATION 1 S BROAD STREET 14TH FLOOR PHILADELPHIA PA 19107 231352289 501(C)(3) 192000 0 ARTS AND CULTURAL PROJECTS PHILADELPHIA PHOTO ARTS CENTER (TILT) 1400 N AMERICAN STREET PHILADELPHIA PA 19122 263413554 501(C)(3) 144000 0 ARTS AND CULTURAL PROJECTS PHILADELPHIA THEATRE COMPANY 215 S BROAD ST STE 304 PHILADELPHIA PA 19107 231951753 501(C)(3) 375000 0 ARTS AND CULTURAL PROJECTS PIG IRON THEATRE COMPANY 1417 N 2ND STREET PHILADELPHIA PA 19122 133874192 501(C)(3) 248681 0 ARTS AND CULTURAL PROJECTS PRISM QUARTET INC 257 W HARVEY STREET PHILADELPHIA PA 19144 264210673 501(C)(3) 121920 0 ARTS AND CULTURAL PROJECTS STENTON NSCDAPA 1630 LATIMER STREET PHILADELPHIA PA 19103 231352271 501(C)(3) 105000 0 ARTS AND CULTURAL PROJECTS SWARTHMORE COLLEGE 500 COLLEGE AVENUE SWARTHMORE PA 19081 231352683 501(C)(3) 108000 0 ARTS AND CULTURAL PROJECTS THE ACADEMY OF NATURAL SCIENCES 1900 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 231352000 501(C)(3) 71805 0 ARTS AND CULTURAL PROJECTS THE BARNES FOUNDATION 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 236000149 501(C)(3) 268000 0 ARTS AND CULTURAL PROJECTS THE CENTER FOR ART IN WOOD 141 N 3RD ST PHILADELPHIA PA 19106 222806780 501(C)(3) 108000 0 ARTS AND CULTURAL PROJECTS THE CLAY STUDIO 1425 N AMERICAN STREET PHILADELPHIA PA 19122 237380408 501(C)(3) 164784 0 ARTS AND CULTURAL PROJECTS THE CROSSING 8855 GERMANTOWN AVE PHILADELPHIA PA 19118 205646257 501(C)(3) 223000 0 ARTS AND CULTURAL PROJECTS THE PRINT CENTER 1614 LATIMER STREET PHILADELPHIA PA 19103 230988930 501(C)(3) 58846 0 ARTS AND CULTURAL PROJECTS THE TRUST FOR PUBLIC LAND 101 MONTGOMERY ST STE 900 SAN FRANCISCO CA 91404 237222333 501(C)(3) 95400 0 ARTS AND CULTURAL PROJECTS THE WILMA THEATER 265 S BROAD STREET PHILADELPHIA PA 19107 237425668 501(C)(3) 144000 0 ARTS AND CULTURAL PROJECTS THE WOODLANDS ATTN JESSICA BAUMERT PHILADELPHIA PA 19104 311609803 501(C)(3) 42000 0 ARTS AND CULTURAL PROJECTS THEATRE HORIZON 401 DEKALB ST NORRISTOWN PA 19401 203708656 501(C)(3) 150312 0 ARTS AND CULTURAL PROJECTS TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PO BOX 71332 PHILADELPHIA PA 191769913 231352685 501(C)(3) 534400 0 ARTS AND CULTURAL PROJECTS UNIVERSITY CITY ARTS LEAGUE 4226 SPRUCE STREET PHILADELPHIA PA 19104 231687751 501(C)(3) 85032 0 ARTS AND CULTURAL PROJECTS UNIVERSITY CITY SCIENCE CENTER 3675 MARKET STREET PHILADELPHIA PA 19104 231645908 501(C)(3) 120000 0 ARTS AND CULTURAL PROJECTS VOX POPULI 319 N 11TH STREET PHILADELPHIA PA 19143 232912413 501(C)(3) 76500 0 ARTS AND CULTURAL PROJECTS WILLIAM WAY COMMUNITY CTR 1315 SPRUCE STREET PHILADELPHIA PA 19107 237429170 501(C)(3) 65905 0 ARTS AND CULTURAL PROJECTS 62 2 SCHOLARSHIP 248 1798412 FINANCIAL AID 2713 28023983 GRANTS TO INDIVIDUALS 39 1786250 PEW FELLOWSHIP 1 38579 ARTS AND CULTURAL PROJECTS 1 31250 PART I, LINE 2: DISBURSEMENTS TO STUDENTS RECEIVING SCHOLARSHIPS AND FINANCIAL AID ARE MADE IN ACCORDANCE WITH INSTITUTIONAL PROCEDURES TO ENSURE THAT THOSE RECEIVING AID ARE QUALIFYING RECIPIENTS. FEDERAL FINANCIAL AID AND/OR ASSISTANCE FROM GOVERNMENTAL AGENCIES IS DISTRIBUTED AND MONITORED IN ACCORDANCE WITH FEDERALLY APPROVED NEED ANALYSIS CRITERIA OR OTHER AGENCY PROVIDED CRITERIA. THE USE OF GRANT FUNDS TO INDIVIDUALS ARE MONITORED THROUGH UNIQUE GENERAL LEDGER ACCOUNTS FOR EACH GRANT. EXPENDITURES FOR EACH GRANT ARE REVIEWED AND ANALYZED USING AD-HOC REPORTS TO ENSURE COMPLIANCE. GRANTS TO OTHER ORGANIZATIONS ARE ADJUDICATED BY A PANEL OF NATIONAL EXPERTS USING THE FOLLOWING CRITERIA TO EVALUATE GRANT APPLICATIONS: EXCELLENCE, ABILITY TO IMPLEMENT PROJECT, AND PROJECT IMPACT. THESE CRITERIA INSURE THAT THE FUNDING ALIGNS WITH THE GRANT-MAKING GOAL OF SUPPORTING THE PHILADELPHIA REGION'S MOST TALENTED ARTISTS AND HIGH-PERFORMING CULTURAL ORGANIZATIONS. THE USE OF GRANT FUNDS TO ORGANIZATIONS IS MONITORED THROUGH UNIQUE GENERAL LEDGER ACCOUNTS FOR EACH GRANT. EXPENDITURES FOR EACH GRANT ACCOUNT ARE REVIEWED AND ANALYZED USING AD-HOC REPORTS TO ENSURE COMPLIANCE. X 1 1 X X X 0 1 0 0 0 0 0 0 0 DAVID YAGER PRESIDENT & CEO 654050 0 0 0 8928 0 13985 0 34874 0 711837 0 0 0 STEPHEN LIGHTCAP EDD VP OF FINANCE & ADMIN (UNTIL 4/14) 345414 0 0 0 0 0 15544 0 88620 0 449578 0 0 0 PAULA MARINCOLA EXECUTIVE DIRECTOR OF PCAH 307916 0 0 0 0 0 27712 0 21873 0 357501 0 0 0 ERIN ELMAN DEAN OF GRAD. & PROF STUDIES 192000 0 0 0 0 0 8100 0 60433 0 260533 0 0 0 ANDREW PACK VP FOR DEV & ALUMNI RELATIONS 210000 0 0 0 0 0 9450 0 28171 0 247621 0 0 0 CAROL GRANEY VP FOR ACADEMIC AFFAIRS 204750 0 0 0 0 0 9214 0 28080 0 242044 0 0 0 WILLIAM BISSELL DIRECTOR OF PCAH 185844 0 0 0 0 0 16726 0 19491 0 222061 0 0 0 DONNA BURCHFIELD DEAN OF THE SCHOOL OF DANCE 180000 0 0 0 0 0 8100 0 27651 0 215751 0 0 0 MELISSA FRANKLIN DIRECTOR OF PCAH 174580 0 0 0 0 0 15712 0 25072 0 215364 0 0 0 KEVIN HADEN DEAN OF THE SCHOOL OF MUSIC 170000 0 0 0 0 0 3825 0 28802 0 202627 0 0 0 PART I, LINE 1A AS A CONDITION OF EMPLOYMENT, THE PRESIDENT OF THE UNIVERSITY IS PROVIDED A HOUSING ALLOWANCE AS PART OF DAVID YAGER'S COMPENSATION PACKAGE. THE ALLOWANCE IS INCLUDED IN TAXABLE INCOME. PART I, LINE 4B DAVID YAGER, PRESIDENT AND CEO, PARTICIPATES IN A 457 DEFERRED COMPENSATION PLAN. AT THE END OF THE YEAR, THE TOTAL AMOUNT OF EMPLOYER CONTRIBUTIONS TO THE PLAN WAS $157,425. THIS COMPENSATION IS REFLECTED AS A PART OF THE DEFERRED COMPENSATION REPORTED ON FORM 990, PART VII AND SCHEDULE J, PART II, COLUMN (C). THE FULL AMOUNT WAS REMITTED TO THE EMPLOYEE IN JULY 2023. A PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 000071781 2017-12-28 51228015 REFINANCING OF PRIOR DEBT, BUILDING IMPROVEMENTS AND EQUIPMENT UPGRADES 0 0 0 A 5510000 51685000 1866454 775412 12374920 36668214 2020 1 0 1 1 A 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 PER IRS INSTRUCTIONS EMPLOYEE NAME PER IRS INSTRUCTIONS, EMPLOYEE NAMES WILL NOT BE REPORTED. 19716 EMPLOYEE TUITION TUITION REMISSION BENEFIT HARRIET G WEISS TRUSTEE 289611 AS A RESULT OF AN ONGOING COMPETITIVE BIDDING PROCESS FOR INDIVIVUAL PROJECTS, THE UNIVERSITY PURCHASES SOME PRINTING SERVICES FROM CRW GRAPHICS, WHICH IS OWNED BY THIS TRUSTEE. THE UNIVERSITY MAINTAINS A CONFLICT OF INTEREST POLICY AND ALL TRANSACTIONS WITH INTERESTED PERSONS ARE CONDUCTED AT ARM'S LENGTH. 0 X 2 191168 NYSE 0 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN EXTERNAL INDEPENDENT TAX ADVISOR PRIOR TO SUBMISSION TO THE BOARD OF TRUSTEES. THE BOARD'S GOVERNANCE COMMITTEE DESIGNATED THAT THE AUDIT COMMITTEE REVIEW THE FORM 990 PRIOR TO THE RETURN BEING SHARED WITH THE BOARD. ONCE THE AUDIT COMMITTEE REVIEWS THE FORM, IT IS SHARED WITH THE BOARD OF TRUSTEES AND THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY ANNUALLY REQUIRES OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TO SUBMIT CONFLICT OF INTEREST STATEMENTS. THE VP FOR FINANCE AND ADMINISTRATION IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH AND REVIEW OF ANNUAL CONFLICT OF INTEREST STATEMENTS. ANY CONFLICTS ARE REVIEWED AND RESOLVED BY THE BOARD'S GOVERNANCE COMMITTEE. THESE INDIVIDUALS ARE ALSO REQUIRED TO REPORT CONFLICTS AS THEY ARISE THROUGHOUT THE YEAR. THE CONFLICT OF INTEREST POLICY EXPRESSLY MENTIONS FAMILY AND BUSINESS RELATIONSHIPS AS SOURCES OF POTENTIAL CONFLICTS. IF AN INDIVIDUAL HAS A CONFLICT OF INTEREST, HE/SHE IS REQUIRED TO ABSTAIN FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD'S EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE FOR REVIEWS AND APPROVAL OF COMPENSATION FOR THE PRESIDENT. THIS COMMITTEE IS COMPRISED OF INDEPENDENT PERSONS. THE ORGANIZATION USES A SALARY SURVEY/STUDY OF COMPARABLE ORGANIZATIONS TO AID IN DETERMINING THE REASONABLENESS OF COMPENSATION FOR THE PRESIDENT AND ALL OFFICERS. DECISIONS CONCERNING COMPENSATION ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY DOES MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 2,181,672. MANAGEMENT AND GENERAL EXPENSES 1,019,175. FUNDRAISING EXPENSES 103,055. TOTAL EXPENSES 3,303,902. SERVICE & MAINTENANCE CONTRACT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,697,959. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,697,959. VIOLA FOULKE TRUST C/O BRYN MAWR TRUST CO 1 E CHOCOLAT HERSHEY PA 17033 236964516 TO PROVIDE SUPPORT TO THE UNIVERSITY OF THE ARTS PA 501(C)(3) PF N/A 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 VIOLA FOULKE TRUST F 72931 COST