ALBRIGHT COLLEGE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALBRIGHT COLLEGE (EIN 23-1352615)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-04-15
- IRS object ID
- 202431069349300883
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-15T15:13:29-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352615 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBRIGHT COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBR | BusinessNameControlTxt |
| Phone | 6109217749 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13TH BERN STREETS PO BOX 15234 | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196125234 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELYN S FETROW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6109217749 | PhoneNum |
| Signature | 2024-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JACQUELYN | PersonFirstNm |
| Person Last | FETROW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2024-04-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JACQUELYN S FETROW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13TH BERN STREETS PO BOX 15234 | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196125234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $67,159,161 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALBRIGHT.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTING A COMMITMENT TO LIFELONG LEARNING WITH A FOUNDATION IN THE LIBERAL ARTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 1051 | TotalEmployeeCnt |
| Total Volunteers | 58 | TotalVolunteersCnt |
| Total Gross UBI | $401,362 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,593,250 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,167,632 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $47,617,636 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,903,766 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,224,008 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,764,445 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,686,860 | PYOtherRevenueAmt |
| CY Other Revenue | $2,220,519 | CYOtherRevenueAmt |
| PY Total Revenue | $73,121,754 | PYTotalRevenueAmt |
| CY Total Revenue | $61,056,362 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $22,909,691 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,886,569 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,405,023 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,797,027 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,782,233 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,386,956 | PYOtherExpensesAmt |
| CY Other Expenses | $33,431,399 | CYOtherExpensesAmt |
| PY Total Expenses | $77,701,670 | PYTotalExpensesAmt |
| CY Total Expenses | $81,114,995 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,579,916 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$20,058,633 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $210,751,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $195,952,352 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $94,098,991 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $105,191,247 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $116,652,219 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $90,761,105 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS A DIVERSE COMMUNITY OF LEARNERS, WE CULTIVATE INTEGRITY, CURIOSITY, CONNECTION AND RESILIENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $66,191,855 | ExpenseAmt |
| Grant | $19,886,569 | GrantAmt |
| Revenue | $46,942,298 | RevenueAmt |
| Desc | NAMED A TOP NATIONAL COLLEGE BY U.S. NEWS & WORLD REPORT, ALBRIGHT COLLEGE, READING, PA., (FOUNDED 1856) IS HOME TO ENGAGING FACULTY WHO BELIEVE THAT THE BEST ACADEMIC MOMENTS ARE WHEN STUDENTS FEEL INSPIRED AND READY TO TAKE ACTION. THE COLLEGE'S DISTINCTIVE CO-MAJOR PROGRAM ENABLES STUDENTS TO CROSS OR COMBINE DIFFERENT AREAS OF STUDY, WITHOUT TAKING LONGER TO GRADUATE. STUDY ALONGSIDE UNDERGRADUATE STUDENTS, ADULT LEARNERS AND GRADUATE STUDENTS, AND IGNITE YOUR SPARK AT ALBRIGHT COLLEGE.ALBRIGHT FACULTY BELIEVE THAT THE BEST ACADEMIC MOMENTS ARE WHEN STUDENTS FEEL INSPIRED AND READY TO TAKE ACTION. THE ALBRIGHT EXPERIENCE IS DESIGNED TO SPARK EACH STUDENT'S VISION FOR A MEANINGFUL FUTURE SO THAT THEY GRADUATE READY TO MAKE AN IMPACT ON OUR RAPIDLY CHANGING WORLD.STUDENTS ARE ENCOURAGED TO FORGE THEIR OWN PATH THROUGH STUDENT-DRIVEN LEARNING EXPERIENCES AND FOCUS THEIR FLAME BY CONNECTING YOUR PASSIONS IN FACULTY-LED EXPERIENCES. MORE THAN HALF OF ALBRIGHT STUDENTS TAKE ADVANTAGE OF THE COLLEGE'S DISTINCTIVE CO-MAJOR PROGRAM, WHICH ENABLES STUDENTS TO CROSS OR COMBINE DIFFERENT PROGRAMS, WITHOUT TAKING LONGER TO GRADUATE. IN ADDITION TO FACULTY MENTORS AND ALBRIGHT'S CAREER CENTER PROFESSIONALS, EACH STUDENT IS ASSIGNED A PERSONAL FOUR-YEAR SUCCESS COACH TO HELP THEM NAVIGATE COLLEGE AND STAY ON TRACK.AT ALBRIGHT, STUDENTS LEARN TO ASK QUESTIONS, THINK CREATIVELY, DEVELOP INNOVATIVE IDEAS AND SOLVE PROBLEMS. THEY ARE PREPARED TO BECOME AGENTS FOR CHANGE/SPARKS IN THE WORLD.ALBRIGHT IS A SUPPORTIVE, 24/7 RESIDENTIAL COMMUNITY WITH MORE THAN 70 STUDENT GROUPS, HONOR SOCIETIES, CLUBS, GREEK LIFE AND A VARIETY OF AFFINITY HOUSES - ALL OFFERING OPPORTUNITIES FOR LEADERSHIP AND SERVICE. MORE THAN A THIRD OF UNDERGRADUATES PARTICIPATE ON ALBRIGHT'S DIVISION III ATHLETIC TEAMS FOR WHICH THE QUALITY OF THE EDUCATIONAL EXPERIENCE AND SUCCESSFUL DEGREE COMPLETION ARE PRIORITIES.ALBRIGHT ALSO OFFERS ONLINE BACHELOR'S AND MASTER'S DEGREE PROGRAMS, CERTIFICATES AND PROFESSIONAL DEVELOPMENT FOR EDUCATORS. DESIGNED TO IGNITE THE SPARK OF FUTURE TEACHERS THROUGH PERSONALIZED LEARNING, ALBRIGHT COLLEGE'S NEW SCHOOL OF EDUCATIONAL INNOVATION OFFERS A RANGE OF DEEPLY EXPERIENTIAL EDUCATION DEGREES, ALL OF WHICH INCORPORATE THE GROUNDBREAKING TOTAL EXPERIENCE LEARNING METHODOLOGY, AVAILABLE ONLY AT ALBRIGHT.ALBRIGHT HAS BEEN RECOGNIZED AS ONE OF THE TOP COLLEGES IN THE COUNTRY FOR ITS SUCCESS IN ENROLLING AND SEEING ECONOMICALLY-DISADVANTAGED STUDENTS THROUGH TO GRADUATION. AFTER GRADUATION, MEDIAN INCOME LEVELS OF ALBRIGHT ALUMNI OUTPACE THE EARNINGS OF GRADUATES FROM MOST OTHER PRIVATE AND PUBLIC COLLEGES.53% PERSONALIZE DEGREES | 83% LIVE ON CAMPUS | 41% OUT-OF-STATE STUDENTS | 97% RECEIVE FINANCIAL AID | 48% NON-WHITE | 33% STUDENT-ATHLETES | 12:1 STUDENT-FACULTY RATIO | 150+ PERSONALIZED COMBINATION OF MAJORS.RECENT ACCOLADES INCLUDE:TOP NATIONAL LIBERAL ARTS COLLEGE U.S. NEWS & WORLD REPORT TOP 31 IN NATION ON SOCIAL MOBILITY U.S. NEWS & WORLD REPORT BEST COLLEGES FOR CAREER DEVELOPMENT COLLEGES OF DISTINCTION BEST MID-ATLANTIC COLLEGES PRINCETON REVIEW BEST LIBERAL ARTS COLLEGES WASHINGTON MONTHLY BEST BANG FOR THE BUCK WASHINGTON MONTHLY GRADS EARN HIGH ROI GEORGETOWN STUDY90% MED SCHOOL ACCEPTANCE RATE90% LAW SCHOOL ACCEPTANCE RATE | Desc |
| Total Program Service Expenses | $66,191,855 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2228 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1051 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | GK | ForeignCountryCd |
| Foreign Country | CS | ForeignCountryCd |
| 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 | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLEY ADDISON ACCOUNTING MANAGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6109217749 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13TH BERN STREETS PO BOX 15234 | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196125234 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JACQUELYN S FETROW PHD | ||||||||
| PRESIDENT | 39.75 | 0.25 | Yes (X) | Yes (X) | $332,764 | $0 | $48,633 | |
| WENDY K PARSONS | ||||||||
| VP, ADVANCEMENT | 40.00 | Yes (X) | $170,233 | $0 | $34,560 | |||
| DWAYNE L WALKER | ||||||||
| VP, ENROLLMENT MGT | 40.00 | Yes (X) | $167,325 | $0 | $34,636 | |||
| JEFFREY L STRADER | ||||||||
| VP, FINANCE/STRAT. PTN | 40.00 | Yes (X) | $155,033 | $0 | $22,674 | |||
| RODNEY WARFIELD | ||||||||
| PROF. OF EDUCATION | 40.00 | $151,288 | $0 | $12,955 | Yes (X) | |||
| KAREN CAMPBELL | ||||||||
| SR. VP FOR ACADEMIC AFFAIRS | 40.00 | Yes (X) | $142,869 | $0 | $16,271 | |||
| BRENDA INGRAM-WALLACE | ||||||||
| ASSOC. VP FOR ADVOCACY AND FULL PARTIC. | 40.00 | $135,640 | $0 | $15,714 | Yes (X) | |||
| JOSHUA WILLIAMSON | ||||||||
| COLLEGE PHYSICIAN | 40.00 | $114,511 | $0 | $31,872 | Yes (X) | |||
| SAMANTHA WESNER | ||||||||
| SR. VP STUD. & CAMP. LIFE | 40.00 | Yes (X) | $130,533 | $0 | $15,804 | |||
| GERTRUDE EGUAE-OBAZEE | ||||||||
| PROF. OF ACCOUNTING | 40.00 | $123,166 | $0 | $23,125 | Yes (X) | |||
| BORIS VILIC | ||||||||
| DEAN SCHOOL PROF. STUDIES | 40.00 | $104,931 | $0 | $28,592 | Yes (X) | |||
| JENNIFER STOUDT | ||||||||
| VP FOR COMMUNICATIONS | 40.00 | Yes (X) | $94,796 | $0 | $13,968 | |||
| RICHARD FERRY | ||||||||
| CO-DIR., ATHLETICS | 40.00 | Yes (X) | $79,557 | $0 | $22,533 | |||
| JANICE LUCK | ||||||||
| CO-DIR., ATHLETICS | 40.00 | Yes (X) | $84,160 | $0 | $13,445 | |||
| JASON U HOERR | ||||||||
| VP, DIGITAL STRAT./INFRAS. | 40.00 | Yes (X) | $16,779 | $0 | $2,413 | |||
| RONALD SCHEESE | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TIFFENIA D ARCHIE | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROSS D MILLER ESQ | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TED C ABRAMS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE E ANDERSON MED PCC | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAWN J ANUSZKIEWICZ | ||||||||
| TRUSTEE (UNTIL 6/22/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS A CHAVES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DWIGHT DAVIS MDIV | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE DUPAUL EDD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT M FORD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BENEDETTO FRANCO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN J GRANT MD | ||||||||
| TRUSTEE (UNTIL 6/11/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY W GRIFFITHS | ||||||||
| TRUSTEE (UNTIL 6/11/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPHINE A GRUBER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTINE HAZZARD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL B HUYETT ESQ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV ROBIN M HYNICKA MDIV | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT KEATON CPA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH S LAKIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL D LISS CPA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN A MARRONGELLE PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN P MCALLISTER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WC JACK MILLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH ST CLAIR RADWANSKI PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL H REESE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY T RIGG CPA | ||||||||
| TRUSTEE (UNTIL 6/11/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL D SCALES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JORGE J SCHEIRER MD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN SCHULTZ ESQ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY G SHORES JD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER D STANISLAWCZYK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID W STONESIFER CPA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSANNAH B TRUITT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARNITA ZEIGLER-JOHNSON PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,003,585 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $337,195 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK CORPORATION | |||||
| 131 S DEARBORN 6TH FL | CHICAGO | IL | 60603 | FOOD SVC PROVIDER | $3,228,676 |
| DYNAMIC CAMPUS SOLUTIONS | |||||
| 2806 FLINTROCK TRCE SUITE A205 | AUSITN | TX | 78738 | IT SERVICES | $1,614,689 |
| ENCOURA LLC | |||||
| 600 CONGRESS AVENUE | AUSITN | TX | 78701 | IT SERVICES | $763,987 |
| KIMMEL BOGRETTE ARCHITECTURE | |||||
| 482 NORRISTOWN ROAD SUITE 200 | READING | PA | 19610 | ARCHITECT SERVICES | $514,935 |
| EAB GLOBAL INC | |||||
| 2445 M STREET NW | WASHINGTON | DC | 20037 | RECRUITING SERVICE | $488,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 52 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $98,350 | FundraisingAmt |
| Government Grants | $4,324,864 | GovernmentGrantsAmt |
| All Other Contributions | $3,744,418 | AllOtherContributionsAmt |
| Total Contributions | $8,167,632 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $34,946,373 | $34,946,373 |
| AUX ENT - ROOM AND BOARD | 721310 | $11,666,105 | $11,666,105 |
| STUDENT LOAN INTEREST AND FEES | 611710 | $203,508 | $203,508 |
| AUX ENT - OTHER PROGRAM INCOME | 611710 | $87,780 | $87,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,903,766 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,705,323 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $80,887 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,624,436 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $565,029 | TotalRevenueColumnAmt |
| Exclusion | $565,029 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $724,831 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,615 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $632,216 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $632,216 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $50,462 | UnrelatedBusinessRevenueAmt |
| Exclusion | $581,754 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,023,315 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,964,193 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,059,122 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,059,122 | TotalRevenueColumnAmt |
| Exclusion | $2,059,122 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $41,599 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $98,350 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $45,991 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,392 | TotalRevenueColumnAmt |
| Exclusion | -$4,392 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| TOTAL EXPERIENCE LEARNING PROGRAM | 611310 | $366,176 | $366,176 | ||
| ATHLETICS AND AQUATICS PROG | 713940 | $138,885 | $5,453 | $133,432 | |
| CONFERENCE ACCOMODATIONS | 721000 | $136,581 | $136,581 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $386,024 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,079 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $352,945 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,027,666 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,056,362 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,942,298 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $401,362 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,545,070 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,886,569 | TotalAmt |
| Program Services | $19,886,569 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,559,549 | TotalAmt |
| Program Services | $578,085 | ProgramServicesAmt |
| Management And General | $898,649 | ManagementAndGeneralAmt |
| Fundraising | $82,815 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,150,585 | TotalAmt |
| Program Services | $15,167,328 | ProgramServicesAmt |
| Management And General | $4,084,243 | ManagementAndGeneralAmt |
| Fundraising | $899,014 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $747,685 | TotalAmt |
| Program Services | $568,627 | ProgramServicesAmt |
| Management And General | $145,885 | ManagementAndGeneralAmt |
| Fundraising | $33,173 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,762,282 | TotalAmt |
| Program Services | $2,797,381 | ProgramServicesAmt |
| Management And General | $794,647 | ManagementAndGeneralAmt |
| Fundraising | $170,254 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,576,926 | TotalAmt |
| Program Services | $1,149,396 | ProgramServicesAmt |
| Management And General | $356,246 | ManagementAndGeneralAmt |
| Fundraising | $71,284 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,326 | TotalAmt |
| Management And General | $332,326 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,947 | TotalAmt |
| Management And General | $111,947 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,187 | TotalAmt |
| Management And General | $37,187 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,315,095 | TotalAmt |
| Program Services | $1,194,006 | ProgramServicesAmt |
| Management And General | $2,953,462 | ManagementAndGeneralAmt |
| Fundraising | $167,627 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,032 | TotalAmt |
| Program Services | $353,597 | ProgramServicesAmt |
| Management And General | $417,435 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,925,169 | TotalAmt |
| Program Services | $1,402,699 | ProgramServicesAmt |
| Management And General | $445,925 | ManagementAndGeneralAmt |
| Fundraising | $76,545 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,241 | TotalAmt |
| Program Services | $365,266 | ProgramServicesAmt |
| Management And General | $315,975 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400 | TotalAmt |
| Program Services | $400 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,001,091 | TotalAmt |
| Program Services | $3,894,523 | ProgramServicesAmt |
| Management And General | $87,968 | ManagementAndGeneralAmt |
| Fundraising | $18,600 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,204 | TotalAmt |
| Program Services | $445,185 | ProgramServicesAmt |
| Management And General | $63,093 | ManagementAndGeneralAmt |
| Fundraising | $19,926 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,960 | TotalAmt |
| Program Services | $61,675 | ProgramServicesAmt |
| Management And General | $11,285 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,778,890 | TotalAmt |
| Program Services | $2,584,646 | ProgramServicesAmt |
| Management And General | $160,342 | ManagementAndGeneralAmt |
| Fundraising | $33,902 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,173,463 | TotalAmt |
| Program Services | $6,672,038 | ProgramServicesAmt |
| Management And General | $413,909 | ManagementAndGeneralAmt |
| Fundraising | $87,516 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,019,614 | TotalAmt |
| Program Services | $952,915 | ProgramServicesAmt |
| Management And General | $55,058 | ManagementAndGeneralAmt |
| Fundraising | $11,641 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICES | $3,522,309 | $3,522,309 | ||
| EMPL./STUDENT EXPENSES | $2,332,439 | $1,949,239 | $366,286 | $16,914 |
| RECRUITMENT | $642,261 | $642,261 | ||
| BOOKS, PERIODICALS, ETC | $262,421 | $260,012 | $343 | $2,066 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,923,350 | TotalAmt |
| Program Services | $1,743,698 | ProgramServicesAmt |
| Management And General | $1,088,696 | ManagementAndGeneralAmt |
| Fundraising | $90,956 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,114,995 | TotalAmt |
| Program Services | $66,191,855 | ProgramServicesAmt |
| Management And General | $13,140,907 | ManagementAndGeneralAmt |
| Fundraising | $1,782,233 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,005 | BOYAmt |
| EOY | $114,057 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,935,011 | BOYAmt |
| EOY | $3,142,319 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,826,872 | BOYAmt |
| EOY | $10,010,288 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,355,290 | BOYAmt |
| EOY | $1,226,660 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,699 | BOYAmt |
| EOY | $290,431 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,553,803 | BOYAmt |
| EOY | $1,454,219 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $193,887,832 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $119,940,617 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,672,301 | BOYAmt |
| EOY | $73,947,215 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,200,481 | BOYAmt |
| EOY | $37,152,085 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,855,684 | BOYAmt |
| EOY | $16,970,543 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,785,454 | BOYAmt |
| EOY | $1,998,947 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,393,545 | BOYAmt |
| EOY | $36,576,009 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,279,065 | BOYAmt |
| EOY | $13,069,579 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,751,210 | BOYAmt |
| EOY | $195,952,352 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,520,640 | BOYAmt |
| EOY | $8,415,952 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,236,618 | BOYAmt |
| EOY | $2,544,407 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,804,684 | BOYAmt |
| EOY | $2,652,684 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,670,259 | BOYAmt |
| EOY | $34,141,075 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,573,746 | BOYAmt |
| EOY | $8,805,996 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,692,430 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,293,044 | BOYAmt |
| EOY | $43,938,703 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,098,991 | BOYAmt |
| EOY | $105,191,247 | 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 | $29,454,095 | BOYAmt |
| EOY | $8,273,427 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,198,124 | BOYAmt |
| EOY | $82,487,678 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,652,219 | BOYAmt |
| EOY | $90,761,105 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,751,210 | BOYAmt |
| EOY | $195,952,352 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$20,058,633 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,906,287 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $73,806 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,738,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,626,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,946,403 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,593,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,167,632 | CurrentTaxYearAmt |
| Total | $51,071,308 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,738,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,626,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,946,403 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,593,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,167,632 | CurrentTaxYearAmt |
| Total | $51,071,308 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,194,143 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,877,165 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,395,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,194,615 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,949,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,696,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,742,330 | CurrentTaxYearAmt |
| Total | $15,978,304 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $966,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $597,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $271,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $449,886 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $760,720 | CurrentTaxYearAmt |
| Total | $3,045,895 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $70,095,507 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $279,464,899 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71160 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | ALL OTHER REVENUE - 2018 AMOUNT: $ 966,108. 2019 AMOUNT: $ 597,324. 2020 AMOUNT: $ 271,857. 2021 AMOUNT: $ 449,886. 2022 AMOUNT: $ 760,720. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| 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 | $63,837,604 | BeginningYearBalanceAmt |
| Contributions | $1,245,932 | ContributionsAmt |
| Investment Earnings Or Losses | -$960,716 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,894,574 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,628,529 | OtherExpendituresAmt |
| End Year Balance | $53,599,717 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,451,163 | BeginningYearBalanceAmt |
| Contributions | $1,103,537 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,304,686 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,113,872 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,298,538 | OtherExpendituresAmt |
| End Year Balance | $63,837,604 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,844,527 | BeginningYearBalanceAmt |
| Contributions | $767,565 | ContributionsAmt |
| Investment Earnings Or Losses | $16,517,631 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,455,375 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,223,185 | OtherExpendituresAmt |
| End Year Balance | $67,451,163 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,865,085 | BeginningYearBalanceAmt |
| Contributions | $1,153,703 | ContributionsAmt |
| Investment Earnings Or Losses | $1,255,189 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,615,051 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,814,399 | OtherExpendituresAmt |
| End Year Balance | $54,844,527 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,545,229 | BeginningYearBalanceAmt |
| Contributions | $4,141,433 | ContributionsAmt |
| Investment Earnings Or Losses | $685,727 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,743,264 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,764,040 | OtherExpendituresAmt |
| End Year Balance | $58,865,085 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13750 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.57560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28690 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,830,063 | OtherCostOrOtherBasisAmt |
| Book Value | $4,830,063 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $129,520,361 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,679,873 | DepreciationAmt |
| Book Value | $57,840,488 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,320,425 | OtherCostOrOtherBasisAmt |
| Depreciation | $300,478 | DepreciationAmt |
| Book Value | $1,019,947 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,437,237 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,991,475 | DepreciationAmt |
| Book Value | $6,445,762 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,779,746 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,968,791 | DepreciationAmt |
| Book Value | $3,810,955 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $73,947,215 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OFFSHORE HEDGE FUND | $6,146 | F |
| DOMESTIC HEDGE FUNDS | $16,891,511 | F |
| CENTRAL AMERICA INVESTMENT | $72,886 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,970,543 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS HELD IN TRUST BY OTHERS | $12,055,064 |
| OTHER RECEIVABLES | $649,435 |
| OTHER ASSETS | $42,158 |
| DUE FROM ALBRIGHT COLLEGE COSTA RICA | $322,909 |
| DEPOSITS HELD BY BOND TRUSTEES | $13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,069,579 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| EARLY RETIREMENT | $117,045 |
| POST RETIREMENT HEALTHCARE BENEFITS | $5,082 |
| CHARITABLE GIFT ANNUITY CONTRACT LIAB | $616,830 |
| STUDENT DEPOSITS AND ADVANCE PAYMENTS | $1,633,393 |
| DEPOSITS HELD FOR OTHERS | $481,350 |
| LEASE LIABILITIES | $39,566,363 |
| OUTSTANDING CHECKS | $1,518,640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $43,938,703 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $35,277,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,906,287 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$19,706,800 | OtherRevenueAmt |
| Revenue Not Reported | -$25,613,087 | RevenueNotReportedAmt |
| Revenue Subtotal | $60,890,087 | RevenueSubtotalAmt |
| Other Revenues Not Included | $166,275 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $166,275 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $61,056,362 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $61,241,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $211,492 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $211,492 | ExpensesNotReportedAmt |
| Expenses Subtotal | $61,029,508 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $20,085,487 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $20,085,487 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $81,114,995 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE COLLEGE DOES NOT ASSIGN VALUES TO COLLECTION ITEMS. COLLECTION ITEMS ARE GENERALLY HELD FOR EDUCATIONAL PURPOSES AND ARE NOT DISPOSED OF FOR FINANCIAL GAIN OR OTHERWISE ENCUMBERED IN ANY MANNER. |
| PART III, LINE 4: | ALBRIGHT COLLEGE MAINTAINS A DIVERSE COLLECTION OF TWO AND THREE DIMENSIONAL WORKS OF ART ACROSS THE CAMPUS. THE MAJORITY OF THE WORKS OF ART ARE ORIGINAL PRINTS AND PHOTOGRAPHS FROM THE 1960S UP TO THE 1990S, WITH AN EMPHASIS ON WORKS BY AMERICAN ARTISTS. ALL WORKS OF ART ARE AVAILABLE FOR STUDY AND RESEARCH BY STUDENTS, FACULTY, STAFF, AND THE GENERAL PUBLIC. EXHIBITIONS AND EDUCATIONAL PROGRAMS ARE DEVELOPED AROUND VARIOUS ASPECTS OF THE WORKS OF ART FOR THE CAMPUS AND THE GENERAL PUBLIC. SOME EDUCATIONAL PROGRAMS ARE DEVELOPED SPECIFICALLY FOR K-12 SCHOOL GROUPS AND ADULTS FROM THE REGION IN THE FREEDMAN GALLERY, WHILE OTHER PROGRAMS AND WORKS OF ART ARE TAKEN DIRECTLY TO OFFSITE EDUCATIONAL INSTITUTIONS. WORKS OF ART ARE FREQUENTLY TAKEN INTO CLASSES FOR LECTURES AND TRAINING PURPOSES. MANY OF THE WORKS OF ART ARE AVAILABLE FOR USE BY OTHER EDUCATIONAL INSTITUTIONS. ALL WORKS OF ART ARE HANDLED BY SPECIFICALLY TRAINED STAFF AND STUDENTS. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE INTENDED TO BE USED TO SUPPORT STUDENT FINANCIAL AID, INSTRUCTION AND OTHER COLLEGE OPERATIONS. |
| PART X, LINE 2: | THE COLLEGE FOLLOWS THE FASB GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE GUIDANCE ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS MEETING THE RECOGNITION CRITERIA IN 2023 AND 2022. THE COLLEGE'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | STUDENT AID -19,743,419. INVESTMENT EXPENSES -37,187. CHANGE IN VALUE OF ANNUITY CONTRACT AGREEMENTS 73,806. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -92,615. FUNDRAISING EVENT EXPENSES -45,991. PROGRAM EXPENSES NETTED AGAINST REVENUE 304,881. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES ATTRIBUTABLE TO THE COSTA RICA CORPORATION 72,886. RENTAL EXPENSES 92,615. FUNDRAISING EVENT EXPENSE 45,991. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID 19,743,419. PROGRAM EXPENSES NETTED AGAINST REVENUE 304,881. INVESTMENT EXPENSES 37,187. |
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 | 0 | 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 | ALBRIGHT COLLEGE HAS SATISFIED THE PUBLICITY REQUIREMENT OF IRS REVENUE PROCEDURE 75-50, 1975-2 C.B. 587 SECTION 4.03 BY COMPLYING WITH SECTION 4.02. THE COLLEGE DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE AND FROM A LARGE GEOGRAPHIC AREA AND ENROLLS MINORITY STUDENTS IN MEANINGFUL NUMBERS, AND, THEREFORE, MEETS THE CONDITION IN SECTION 4.03 - 2(B). THE COLLEGE'S NONDISCRIMINATORY POLICY IS CONTAINED IN ITS SOLICITATION LITERATURE. |
| SCHEDULE E, PART I, LINE 6 | ALBRIGHT COLLEGE PARTICIPATES IN STUDENT FINANCIAL AID ASSISTANCE PROGRAMS OF VARIOUS FEDERAL AND STATE GOVERNMENTAL AGENCIES. FEDERAL PROGRAMS INCLUDE THE PELL GRANT PROGRAM, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT (SEOG) PROGRAM, FEDERAL WORK STUDY (FWS) PROGRAM, AND THE FEDERAL DIRECT STUDENT LOAN PROGRAM. STATE PROGRAMS FOR STUDENTS INCLUDE THE PENNSYLVANIA STATE GRANT PROGRAM, MATCHING FUNDS PROGRAMS, CHAFFEE EDUCATION AND TRAINING GRANT PROGRAM, EDUCATIONAL ASSISTANCE PROGRAM(EAP) FOR NATIONAL GUARD MEMBERS, FOSTERING INDEPENDENCE THROUGH EDUCATION TUITION WAIVER(FOSTER ED) PROGRAM, AND THE PARTNERSHIPS FOR ACCESS TO HIGHER EDUCATION(PATH) PROGRAM. THE STATE GRANT PROGRAMS ARE ADMINISTERED BY THE PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY (PHEAA). |
| SCHEDULE E, PART I, LINE 6A CONT'D: | IN ADDITION, THE COLLEGE IS AWARDED SPONSORED RESEARCH AND OTHER PROJECT GRANTS BY VARIOUS LOCAL, STATE, AND FEDERAL AGENCIES, INCLUDING THE NATIONAL SCIENCE FOUNDATION (NSF) AND NATIONAL INSTITUTES OF HEALTH (NIH). IN OCTOBER 2018, THE COLLEGE WAS AWARDED A TITLE III GRANT BY THE U.S. DEPARTMENT OF EDUCATION. GENERAL SUPPORT IS PROVIDED TO ALBRIGHT COLLEGE BY THE COMMONWEALTH OF PENNSYLVANIA UNDER ITS INSTITUTIONAL ASSISTANCE GRANT (IAG) PROGRAM TO PRIVATE COLLEGES AND UNIVERSITIES IN THE STATE. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $72,886 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $6,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $79,032 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $79,032 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART IV, LINE 3 | THE ORGANIZATION HAS 100% OWNERSHIP IN A FOREIGN CORPORATION AND FILES A FORM 5471 FOR THIS INVESTMENT. |
| SCHEDULE F, PART IV, LINE 5 | THE ORGANIZATION HAS INVESTMENTS IN FOREIGN PARTNERSHIPS BUT ITS PERCENTAGE OF OWNERSHIP DOES NOT EXCEED THE THRESHOLD FOR THE FILING OF FORM 8865. THE ORGANIZATION HAS INDIRECT INVESTMENTS IN PFICS BUT DOES NOT HAVE A REQUIREMENT TO FILE FORM 8621. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RED & WHITE GOLF | Event1Nm |
| Gross Receipts Event1 | $123,600 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $94,740 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $28,860 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,086 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $34,703 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,133 | OtherDirectExpensesEvent1Amt |
| Event2 | 2022 FOOTBALL GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $16,349 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,610 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $12,739 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $185 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $720 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,919 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,625 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $620 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $139,949 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $98,350 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $41,599 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $185 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $4,806 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $36,622 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,625 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,753 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $45,991 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,392 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (13 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|
| TRUSTEE GRANTS | 848 | $5,758,831 | N/A |
| PRESIDENTIAL/PROVOST SCHOLARSHIP | 255 | $3,115,892 | N/A |
| JACOB ALBRIGHT SCHOLARSHIP | 156 | $393,205 | N/A |
| EUGENE SHIRK SCHOLARSHIP | 19 | $363,000 | N/A |
| ENDOWED SCHOLARSHIPS | 270 | $1,894,574 | N/A |
| SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS | 240 | $210,226 | N/A |
| OTHER SCHOLARSHIPS, GRANTS AND AWARDS | 875 | $7,846,406 | N/A |
| FOREIGN STUDENT SCHOLARSHIPS | 5 | $56,800 | N/A |
| TALENT AWARDS | 13 | $35,000 | N/A |
| ACADEMIC TALENT GRANT | 10 | $25,500 | N/A |
| COMMUNITY COLLEGE ACHIEVEMENT SCHOLARSHIP | 21 | $30,285 | N/A |
| HEERF STUDENT AID | 164 | $143,150 | N/A |
| ADVLIVESSUPP SCHOLARSHIP | 6 | $13,700 | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE COLLEGE MAKES GRANTS TO STUDENTS BASED UPON FINANCIAL NEED AND ACADEMIC EXCELLENCE. THE SELECTION OF GRANT RECIPIENTS IS MADE BASED UPON OBJECTIVE CRITERIA. NO ONE IS DISCRIMINATED AGAINST BASED UPON RACE, RELIGION, GENDER, ETHNIC BACKGROUND, AGE, HANDICAP OR ANY OTHER REASON. THE FINANCIAL AID DEPARTMENT ASSESSES AND MONITORS THE ELIGIBILITY AND AWARDING OF GRANTS AND SCHOLARSHIPS TO STUDENTS. IT IS ASSISTED IN ITS ON-GOING REVIEW BY THE RESOURCES OF THE REGISTRAR AND STUDENT ACCOUNTS DEPARTMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JACQUELYN S FETROW PHD | ||||||||||||||
| PRESIDENT | $332,764 | $0 | $0 | $0 | $0 | $0 | $16,662 | $0 | $31,971 | $0 | $381,397 | $0 | $0 | $0 |
| WENDY K PARSONS | ||||||||||||||
| VP, ADVANCEMENT | $170,233 | $0 | $0 | $0 | $0 | $0 | $8,718 | $0 | $25,842 | $0 | $204,793 | $0 | $0 | $0 |
| DWAYNE L WALKER | ||||||||||||||
| VP, ENROLLMENT MGT | $167,325 | $0 | $0 | $0 | $0 | $0 | $8,794 | $0 | $25,842 | $0 | $201,961 | $0 | $0 | $0 |
| JEFFREY L STRADER | ||||||||||||||
| VP, FINANCE/STRAT. PTN | $155,033 | $0 | $0 | $0 | $0 | $0 | $8,000 | $0 | $14,674 | $0 | $177,707 | $0 | $0 | $0 |
| RODNEY WARFIELD | ||||||||||||||
| PROF. OF EDUCATION | $151,288 | $0 | $0 | $0 | $0 | $0 | $3,784 | $0 | $9,171 | $0 | $164,243 | $0 | $0 | $0 |
| KAREN CAMPBELL | ||||||||||||||
| SR. VP FOR ACADEMIC AFFAIRS | $142,869 | $0 | $0 | $0 | $0 | $0 | $7,100 | $0 | $9,171 | $0 | $159,140 | $0 | $0 | $0 |
| BRENDA INGRAM-WALLACE | ||||||||||||||
| ASSOC. VP FOR ADVOCACY AND FULL PART | $135,640 | $0 | $0 | $0 | $0 | $0 | $6,543 | $0 | $9,171 | $0 | $151,354 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: A COLLEGE-OWNED HOUSE IS PROVIDED AS A RESIDENCE FOR THE PRESIDENT AND FAMILY. THE COLLEGE-OWNED HOUSING IS NOT TREATED AS A TAXABLE BENEFIT TO THE PRESIDENT SINCE IT MEETS THE DEFINITION OF 'QUALIFIED CAMPUS LODGING' UNDER INTERNAL REVENUE CODE SECTION 119(D). TRAVEL FOR COMPANIONS: TRAVEL WAS PROVIDED FOR THE PRESIDENT'S SPOUSE WHEN SUCH TRAVEL WAS NECESSARY FOR THE FURTHERANCE OF THE WORK OF THE COLLEGE. THE TRAVEL IS CONSIDERED NECESSARY FOR THE PRESIDENT'S POSITION AND IS THEREFORE NOT TREATED AS TAXABLE COMPENSATION. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| THE BERKS COUNTY MUNICIPAL AUTHORITY | |||||||
| A | 236647630 | 2017-07-03 | $10,000,000 | ACQUIRE PROPERTY & REFUND ISSUE - 9/2/14 | 0 | 0 | 0 |
| THE BERKS COUNTY MUNICIPAL AUTHORITY | |||||||
| B | 236647630 | 2017-08-01 | $10,000,000 | REFUND PRIOR ISSUE - 12/30/2013 | 0 | 0 | 0 |
| THE BERKS COUNTY MUNICIPAL AUTHORITY | |||||||
| C | 236647630 | 2017-08-01 | $10,000,000 | REFUND PRIOR ISSUE - 12/30/2013 | 0 | 0 | 0 |
| THE BERKS COUNTY MUNICIPAL AUTHORITY | |||||||
| D | 236647630 | 2017-08-01 | $5,500,000 | REFUND PRIOR ISSUE - 12/30/2013 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,839,484 | $10,000,000 | $176,524 | $2,484,452 | $7,339,024 | 2017 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $1,839,484 | $10,000,000 | $10,000,000 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| C | $1,839,484 | $10,000,000 | $10,000,000 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| D | $943,565 | $5,500,000 | $5,500,000 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00800 | 0.00000 | 0.00800 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00600 | 0.00000 | 0.00600 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00600 | 0.00000 | 0.00600 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00600 | 0.00000 | 0.00600 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: THE BERKS COUNTY MUNICIPAL AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 01/03/2018 ISSUER NAME: THE BERKS COUNTY MUNICIPAL AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/01/2018 ISSUER NAME: THE BERKS COUNTY MUNICIPAL AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/01/2018 ISSUER NAME: THE BERKS COUNTY MUNICIPAL AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/01/2018 |
| SCHEDULE K, PART IV, LINES 2A-2C: | NOTE REGARDING THE REBATE COMPUTATIONS ON 1/3/2018 AND 2/1/2018: SINCE THE BOND PROCEEDS HAVE BEEN SPENT, A SPENDING EXCEPTION HAS BEEN MET, AND THE DEBT SERVICE FUND WAS OPERATED ON A BONA FIDE BASIS, NO FURTHER REBATE CALCULATIONS ARE NECESSARY. |
| SCHEDULE K, PART II, LINE 3: | THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART I, COLUMN(E) DUE TO INVESTMENT EARNINGS. |
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 | WERNERSVILLE MUNICIPAL AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 231627474 | BondIssuerEIN |
| Bond Issued | 2017-12-20 | BondIssuedDt |
| Issue Price | $3,430,000 | IssuePriceAmt |
| Purpose | ACQUIRE PROPERTY & REFUND ISSUE | 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 | $386,206 | RetiredAmt |
| Total Proceeds | $3,468,217 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $53,722 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $3,414,495 | CapitalExpendituresAmt |
| Substantial Completion | 2020 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | 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 | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | 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 | Yes (1) | 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 |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN WEIDENHAMMER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FORMER BOARD TRUSTEE AND OWNER OF WEIDENHAMMER SYSTEMS | RelationshipDescriptionTxt |
| Transaction | $149,234 | TransactionAmt |
| Transaction | MR. WEIDENHAMMER IS OWNER OF WEIDENHAMMER SYSTEMS. THE ENTITY PROVIDES INFORMATION TECHNOLOGY SERVICES TO THE COLLEGE. ALL TRANSACTIONS ARE AT ARM'S LENGTH. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE COLLEGE ENGAGES ARAMARK CORPORATION TO PROVIDE FOOD SERVICES FOR THE COLLEGE COMMUNITY. BARNES AND NOBLE COLLEGE BOOKSTORE, LLC OPERATES AND PROVIDES SERVICES FOR THE COLLEGE'S BOOKSTORE. BRIGHT HORIZONS FAMILY SOLUTIONS OPERATES THE ALBRIGHT EARLY LEARNING CENTER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE INITIAL REVIEW IS PERFORMED BY THE COLLEGE'S FINANCE DEPARTMENT. ONCE MANAGEMENT IS SATISFIED, THE FORM 990 IS DISTRIBUTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. FOLLOWING THAT REVIEW, A COMPLETE COPY OF THE RETURN IS POSTED ON THE BOARD OF TRUSTEES' INTRANET SITE FOR THE FULL BOARD'S ACCESS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ARTICLE XI, CONFLICT OF INTEREST OF THE BOARD OF TRUSTEES' BYLAWS REQUIRES ALL OF THE COLLEGE'S TRUSTEES AND OFFICERS TO SIGN A "CONFLICT OF INTEREST DISCLOSURE STATEMENT" ANNUALLY ACKNOWLEDGING HIS OR HER AFFIRMATIVE DUTY TO DISCLOSE CONFLICTS OF INTEREST, AND/OR POTENTIAL CONFLICTS OF INTEREST. THE BOARD OF TRUSTEES' TRUSTEESHIP AND GOVERNANCE COMMITTEE ROUTINELY REVIEWS AND DISCUSSES POTENTIAL CONFLICTS OF INTEREST AND THE ANNUAL STATEMENTS. THE COLLEGE WILL NOT TRANSACT BUSINESS WITH ANY ENTITY IN WHICH A TRUSTEE AND/OR OFFICER HAS AN INTEREST UNLESS SUCH INTEREST IS APPROPRIATELY DISCLOSED; THE INTERESTED TRUSTEE/OFFICER ABSTAINS FROM DELIBERATION OR VOTING ON THE MATTER; AND THE ACTION OR TRANSACTION IS DOCUMENTED CLEARLY IN THE BEST INTEREST OF THE COLLEGE. THE POLICY EXPLICITLY ADDRESSES THE RESPONSIBILITY TO DISCLOSE CONFLICTS OF INTEREST ASSOCIATED WITH FAMILY MEMBERS AND BUSINESSES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT IS THE COLLEGE'S CHIEF EXECUTIVE OFFICER. ARTICLE V OF THE BOARD OF TRUSTEES' BYLAWS REQUIRES THAT THE PRESIDENT, IN CONJUNCTION WITH THE COMPENSATION COMMITTEE, DEVELOP ANNUAL PERFORMANCE OBJECTIVES FOR APPROVAL BY THE FULL BOARD. IT FURTHER REQUIRES THAT THE COMPENSATION COMMITTEE DETERMINE THE PRESIDENT'S COMPENSATION BASED ON THE ANNUAL PERFORMANCE ASSESSMENT AND REPORT SUCH FOR APPROVAL BY THE BOARD OF TRUSTEES. THE COMPENSATION OF OTHER OFFICERS (VICE-PRESIDENTS) AND ANNUAL PERFORMANCE ASSESSMENTS ARE THE RESPONSIBILITY OF THE PRESIDENT. ON AN ANNUAL BASIS, THE COLLEGE USES THE DATA PROVIDED TO REVIEW EXECUTIVE COMPENSATION LEVELS THROUGH PARTICIPATION IN THEIR EXECUTIVE COMPENSATION SURVEY FOR COLLEGES AND UNIVERSITIES. THESE SURVEYS GIVE COMPARATIVE DATA, INCLUDING SALARIES FOR EXECUTIVE LEVEL OFFICIALS (PRESIDENT AND VICE-PRESIDENTS), TO ENSURE THAT COMPENSATION DOES NOT EXCEED FAIR MARKET VALUE. THE PRESIDENT, IN CONCERT WITH THE DIRECTOR OF HUMAN RESOURCES, IS RESPONSIBLE FOR REVIEWING AND ESTABLISHING ONGOING SALARY LEVELS FOR THE RESPECTIVE VICE-PRESIDENTS. MINUTES ARE KEPT OF ALL BOARD OF TRUSTEE MEETINGS AND COMMITTEE MEETINGS, INCLUDING THE COMPENSATION COMMITTEE. WITH REGARD TO VICE-PRESIDENTS, PERFORMANCE ASSESSMENTS AND EVALUATIONS ARE DOCUMENTED IN THEIR RESPECTIVE PERSONNEL FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF ANNUITY CONTRACT AGREEMENTS 73,806. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTH THIRTEENTH STREET INC | ||||||||||||||||
| 13TH BERN STREETS PO BOX 14988 | READING | PA | 196124988 | 232362385 | REAL ESTATE RENTAL | PA | ALBRIGHT COLLEGE | C | 1.00000 | Yes (1) | ||||||
| ALBRIGHT COLLEGE COSTA RICA SA | ||||||||||||||||
| LAND INVESTMENT | ALBRIGHT COLLEGE | C | 1.00000 | Yes (1) | EL PATIO BUILDING 3RD FLOOR | SAN JOSE | CS | CS | -$72,886 | $181,615 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBRIGHT COLLEGE COSTA RICA SA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $322,909 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |