CARLOW UNIVERSITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CARLOW UNIVERSITY (EIN 25-0965438)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202411359349304226
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T10:31:30-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4334 MUNSON STREET SUITE 200 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250965438 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLOW UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 4125786000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 FIFTH AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR KATHY W HUMPHREY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4125786000 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | KATHY W HUMPHREY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER COLEMAN | PreparerPersonNm |
| PTIN | P00743188 | PTIN |
| Phone | 3304972000 | PhoneNum |
| Preparation | 2024-05-07 | 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 | DR KATHY W HUMPHREY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 FIFTH AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $98,157,292 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARLOW.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TRANSFORMATIONAL HIGHER EDUCATIONAL OPPORTUNITIES FOR A DIVERSE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 1045 | TotalEmployeeCnt |
| Total Volunteers | 98 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,332,324 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,582,596 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $51,335,789 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $52,899,660 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,160,548 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,389,468 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,525,010 | PYOtherRevenueAmt |
| CY Other Revenue | $2,446,530 | CYOtherRevenueAmt |
| PY Total Revenue | $75,353,671 | PYTotalRevenueAmt |
| CY Total Revenue | $84,318,254 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,590,238 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,026,805 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,831,312 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,277,667 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,365,220 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,536,009 | PYOtherExpensesAmt |
| CY Other Expenses | $30,733,869 | CYOtherExpensesAmt |
| PY Total Expenses | $69,957,559 | PYTotalExpensesAmt |
| CY Total Expenses | $78,038,341 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,396,112 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,279,913 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $105,056,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,780,809 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,504,998 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,630,762 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,551,718 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $79,150,047 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED BY THE SISTERS OF MERCY IN 1929, CARLOW UNIVERSITY PROVIDES A PERSONALIZED ENVIRONMENT, FACULTY FOCUSED ON TEACHING EXCELLENCE, AND EXPERIENTIAL LEARNING. OUR HERITAGE OF SOCIAL JUSTICE AND MISSION TO TRANSFORM LIVES CONTINUES TO MAKE SIGNIFICANT IMPACT IN THE COMMUNITY AND BEYOND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $65,894,032 | ExpenseAmt |
| Grant | $13,026,805 | GrantAmt |
| Revenue | $54,345,304 | RevenueAmt |
| Desc | FOR THOSE LOOKING TO REACH THEIR FULL POTENTIAL, CARLOW UNIVERSITY ISN'T JUST A PLACE TO LEARN, IT'S A BRAND OF EDUCATION THAT DOESN'T EXIST ANYWHERE ELSE IN HIGHER EDUCATION, WHOSE IMPACTS ARE CHANGING THE COURSE OF OUR FUTURE. ROOTED IN UNITY AND HEALING, LED BY COMPASSION, AND DRIVEN BY SERVICE TO HUMANITY WE ARE REDEFINING WHAT A LEADER LOOKS LIKE -AND IT LOOKS LIKE A CARLOW GRADUATE. UNLIKE OTHER UNIVERSITIES, CARLOW UNIVERSITY IS A HUMAN BRAND GROUNDED IN EMPATHY AND COMMUNITY AND POWERED BY THE CATHOLIC SISTERS OF MERCY, WHO ARE DEVOTED TO WALKING BOLDLY INTO THE CHAOS OF OTHERS IN ORDER TO TRANSFORM LIVES, POSITIVELY IMPACT COMMUNITIES AND CREATE A MORE JUST AND MERCIFUL WORLD.APPROXIMATELY 40% OF CARLOW'S UNDERGRADUATE STUDENT POPULATION ARE PELL-ELIGIBLE, 29% ARE STUDENTS OF COLOR, AND CARLOW RANKS 7TH OUT OF 35 COLLEGES IN PENNSYLVANIA RECOGNIZED AS A TOP PERFORMER ON SOCIAL MOBILITY. THIS IS CONSISTENT WITH CARLOW'S TRADITION OF HELPING THOSE WHO OTHERWISE MAY NOT HAVE HAD OPPORTUNITY, EARN A CERTIFICATE OR DEGREE, THEREBY CHANGING THE COURSE OF THEIR LIFE AND TRANSFORMING THE LIVES OF GENERATIONS TO FOLLOW. CARLOW UNIVERSITY IS UNIQUE IN SERVING BABIES TO AGE THREE THROUGH ITS EARLY CHILDHOOD EDUCATION CENTER, CHILDREN PREK TO K-8 AT ITS CAMPUS LAB SCHOOL, AND STUDENTS FROM HIGH SCHOOL TO AGE 84 THROUGH ITS CAMPUS NETWORK AND ONLINE EDUCATIONAL OFFERINGS. FROM UNDERGRADUATE DEGREE PROGRAMS TO MORE THAN 50 GRADUATE, DOCTORAL AND CERTIFICATE PROGRAMS, CARLOW STUDENTS GRADUATE READY TO MEET TODAY'S WORKFORCE DEMANDS FOR SPECIALIZED KNOWLEDGE AND SKILLS. APPROXIMATELY, 97% OF CARLOW UNDERGRADUATE ALUMNI ARE CONTINUING THEIR EDUCATION OR EMPLOYED WITHIN SIX MONTHS OF GRADUATION.THE CAREER OUTCOMES FOR THE GRADUATING CLASS OF 2021-2022 HAVE REMAINED STRONG, A CONCLUSION BACKED BY A KNOWLEDGE RATE OF 66%. ADDITIONALLY, THE OVERALL CAREER OUTCOME RATE FOR JOB SEEKERS AND GRADUATES SEEKING CONTINUING EDUCATION WAS 97% FOR BACHELOR'S DEGREES, 98% FOR MASTER'S DEGREES, AND 100% FOR DOCTORAL DEGREES. MOST NOTABLE WAS THAT 100% OF GRADUATE STUDENTS REPORTED POSITIVE JOB AND CONTINUING EDUCATION OUTCOMES. ADDITIONALLY, 95% OF STUDENTS GRADUATING WITH A BACHELOR'S DEGREE COMPLETED AT LEAST ONE PROFESSIONAL WORK EXPERIENCE (INTERNSHIP, RESEARCH, ETC.) WITHIN A YEAR OF GRADUATION. FOR SEVEN OF THE LAST EIGHT YEARS, CARLOW UNIVERSITY BSN (BACHELOR OF SCIENCE IN NURSING) GRADUATES HAVE HAD THE HIGHEST NCLEX FIRST TIME PASS RATE IN PITTSBURGH. CARLOW'S MOST RECENT 92.87% PASS RATE SURPASSES THE FIRST-TIME PASS RATE FOR PENNSYLVANIA (84.37%) AND THE NATION (79.92%) AND IS WELCOME NEWS FOR THE CURRENT FIELD OF NURSING, WHERE WORKFORCE SHORTAGES HAVE BEEN MAGNIFIED IN THE AFTERMATH OF THE COVID-19 PANDEMIC. THE CONTINUED EXCELLENCE OF CARLOW'S NURSING GRADUATE PIPELINE IS ALSO VALUABLE FOR THE PROFESSION'S FUTURE, WHICH IS POISED TO GROW NINE PERCENT BY 2030.CARLOW ALSO SERVES THE COMMUNITY AT-LARGE THROUGH A VARIETY OF OUTREACH PROGRAMS. UNDERGRADUATE STUDENTS ALONG WITH THEIR FACULTY ARE DEVELOPING AND IMPLEMENTING COMMUNITY HEALTH FAIRS PROVIDING HEALTH EDUCATION AND HEALTH SCREENINGS TO LOCAL COMMUNITIES.STUDENTS CAN BECOME A PART OF THE CHANGE NEEDED IN HEALTHCARE WITH A PRACTICAL NURSE CERTIFICATE FROM CARLOW UNIVERSITY. IN JUST 16 MONTHS, THEY WILL BE IMMERSED IN A NURSING EDUCATION THAT INCLUDES CLINICAL EXPERIENCE IN A VARIETY OF HEALTHCARE SETTINGS. DIRECT PATIENT CARE, COMMUNITY ENGAGEMENT AND CULTURAL EXPERIENCES ARE INTEGRAL TO THE PROGRAM, AS STUDENTS WILL HAVE THE OPPORTUNITY TO EXPLORE INTELLECTUAL ENDEAVORS, RESPONDING ETHICALLY AND COMPASSIONATELY TO DIVERSE COMMUNITIES.THE PRACTICAL NURSE CERTIFICATE PROGRAM SERVES AS THE IDEAL FOUNDATIONAL MODEL FOR A CAREER-BUILDING PATHWAY IN THE HEALTHCARE FIELD. THE PRACTICAL NURSE CURRICULUM PROVIDES AN ENVIRONMENT THAT ENHANCES THE CREATIVITY OF THE LEARNER WHO CONTRIBUTES FREELY AS A VALUED TEAM MEMBER. VARIOUS CLINICAL AND NON-CLINICAL-BASED PROJECTS AND LEARNING MODALITIES WILL BE INCORPORATED INTO THE EDUCATIONAL MODEL.THESE COLLECTIVE ENDEAVORS ARE PROVIDING OUR STUDENTS WITH VALUABLE EDUCATIONAL PREPARATION UNDER THE SUPERVISION OF THEIR FACULTY MEMBERS AND SERVE OUR LOCAL COMMUNITY OF OAKLAND AND THE SURROUNDING PITTSBURGH AREA. IN ADDITION, THE SPEECH-LANGUAGE PATHOLOGY DEPARTMENT HAS PROVIDED SEVERAL COMMUNITY AND UNIVERSITY-BASED HEALTH FAIRS WITH EMPHASIS ON PROVIDING HEARING SCREENINGS AT NO COST. SPEECH-LANGUAGE PATHOLOGY GRADUATE STUDENTS, UNDER THE SUPERVISION OF A LICENSED AND ASHA-CERTIFIED AUDIOLOGIST, LEAD THE COMMUNITY-BASED HEARING SCREENINGS. THEY ALSO SERVED THE CARLOW COMMUNITY BY OFFERING A FREE HEARING CLINIC TO EMPLOYEES AND STUDENTS THIS FALL.THESE EVENTS PROVIDE A VALUABLE OPPORTUNITY FOR CARLOW STUDENTS TO DEVELOP THEIR CLINICAL SKILLS AND SUPPORT THE UNIVERSITY'S MISSION TO SERVE THE COMMUNITY WITH THE HIGHEST LEVEL OF COMPASSION AND PROFESSIONALISM. | Desc |
| Total Program Service Expenses | $65,894,032 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 245 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1045 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN LEA VP OF FINANCE & BUSINESS DEVELOPMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4125786000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 FIFTH AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15213 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KATHY W HUMPHREY PHD | ||||||||
| PRESIDENT | 50.00 | Yes (X) | Yes (X) | $457,000 | $0 | $94,124 | ||
| BRYAN DILUCENTE | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SISTER HELEN MARIE BURNS RSM | ||||||||
| VICE CHAIR, MISSION | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SISTER JULIA UPTON RSM PHD MPH | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES H MCTIERNAN | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARCIA MARTIN | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANITA COURCOULAS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AMIE DOWNS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET MEIS ARMEN JD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN MASSARO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BART GABLER JD MBA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLINA VELEZ JD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LOURDES SANCHEZ-RIDGE ESQUIRE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN LAMAR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH L RICE-JOHNSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAITLIN MCLAUGHLIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIBETH MCLAUGHLIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NORM MITRY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSICA PRISELAC | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MORTON STANFIELD JR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY WISNOM STUEVER EDD RN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNA BAMONTE TORRANCE ESQUIRE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LARA WASHINGTON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER SUSAN J WELSH RSM | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER LINDA WERTHMAN RSM PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| REPRESENTATIVE JAKE WHEATLEY JR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LATASHA WILSON-BATCH | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA G DONOHOE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SISTER MARY M FANNING RSM PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN DENNY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX RODRIGUEZ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MEADOWS | ||||||||
| SVP FINANCE/ADMIN - FORMER | 50.00 | Yes (X) | $187,800 | $0 | $73,903 | |||
| SIBDAS GHOSH | ||||||||
| VP/PROVOST - FORMER | 40.00 | Yes (X) | $202,098 | $0 | $48,646 | |||
| JOHN LEA | ||||||||
| VP OF FINANCE & BUSINESS DEVELOPMENT | 50.00 | Yes (X) | $0 | $0 | $0 | |||
| CARALYNN KASSABOV | ||||||||
| VP FOR ADVANCEMENT | 40.00 | $175,000 | $0 | $62,999 | Yes (X) | |||
| MARY CERCERE | ||||||||
| VP FOR ENROLLMENT MGMT | 40.00 | $161,220 | $0 | $57,146 | Yes (X) | |||
| JAMES SANTUCCI | ||||||||
| OPERATIONS SERGEANT | 40.00 | $208,814 | $0 | $34,537 | Yes (X) | |||
| THOMAS FOUSE | ||||||||
| ADMINISTRATIVE SERGEANT | 40.00 | $190,918 | $0 | $30,935 | Yes (X) | |||
| TIMOTHY PHILLIPS | ||||||||
| VP OF STUDENT AFFAIRS | 40.00 | $144,228 | $0 | $54,163 | Yes (X) | |||
| MATTHEW GORDLEY | ||||||||
| DEAN - COLLEGE OF ARTS & SCIENCE | 40.00 | $145,500 | $0 | $19,535 | Yes (X) | |||
| BRIDGETTE COFIELD | ||||||||
| CHIEF OF STAFF - FORMER | 40.00 | $120,000 | $0 | $36,929 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,992,578 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $512,917 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 41 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHARTWELLSCOMPASS GROUP USA | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | DINING SERVICE | $1,941,999 |
| UPMC SCHOOL OF PERFUSION | |||||
| 532 S AIKEN AVENUE SUITE 105 | PITTSBURGH | PA | 15232 | ACADEMIC OPERATIONS | $901,770 |
| ELLIANCE | |||||
| 700 RIVER AVENUE SUITE 336 | PITTSBURGH | PA | 15212 | MARKETING /ADVERTISING SERVICE | $651,205 |
| ELLUCIAN COMPANY LLC | |||||
| 4 COUNTRY VIEW ROAD | MALVERN | PA | 19355 | SOFTWARE SERVICE | $630,022 |
| WILEY EDU LLC | |||||
| 851 TRAFALGER COURT SUITE 420 W | MAITLAND | FL | 32751 | ONLINE EDUCATIONAL PARTNER | $414,282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $9,853,249 | GovernmentGrantsAmt |
| All Other Contributions | $17,729,347 | AllOtherContributionsAmt |
| Noncash Contributions | $20,842 | NoncashContributionsAmt |
| Total Contributions | $27,582,596 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $45,344,118 | $45,344,118 |
| RESIDENCE HALLS & BOAR | 611600 | $3,855,810 | $3,855,810 |
| CARLOW CAMPUS SCHOOL | 721310 | $2,828,951 | $2,828,951 |
| AUXILIARY PROGRAMS | 611600 | $455,561 | $455,561 |
| EARLY LEARNING CENTER | 624410 | $415,220 | $415,220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $52,899,660 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,581,917 | TotalRevenueColumnAmt |
| Exclusion | $1,581,917 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,006,376 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,490 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,000,886 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,000,886 | TotalRevenueColumnAmt |
| Exclusion | $1,000,886 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,641,099 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,833,548 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$192,449 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$192,449 | TotalRevenueColumnAmt |
| Exclusion | -$192,449 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $1,078,883 | $1,078,883 |
| PARKING PERMIT FEES | 900099 | $323,052 | $323,052 |
| BOOKSTORE COMMISSIONS | 900099 | $43,709 | $43,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,445,644 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,318,254 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,345,304 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,390,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,026,805 | TotalAmt |
| Program Services | $13,026,805 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,174,904 | TotalAmt |
| Program Services | $985,183 | ProgramServicesAmt |
| Management And General | $155,342 | ManagementAndGeneralAmt |
| Fundraising | $34,379 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,002,885 | TotalAmt |
| Program Services | $21,842,423 | ProgramServicesAmt |
| Management And General | $3,380,375 | ManagementAndGeneralAmt |
| Fundraising | $780,087 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,072,333 | TotalAmt |
| Program Services | $900,760 | ProgramServicesAmt |
| Management And General | $139,403 | ManagementAndGeneralAmt |
| Fundraising | $32,170 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,225,981 | TotalAmt |
| Program Services | $3,465,304 | ProgramServicesAmt |
| Management And General | $676,157 | ManagementAndGeneralAmt |
| Fundraising | $84,520 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,801,564 | TotalAmt |
| Program Services | $1,531,329 | ProgramServicesAmt |
| Management And General | $216,188 | ManagementAndGeneralAmt |
| Fundraising | $54,047 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,383 | TotalAmt |
| Program Services | $239,765 | ProgramServicesAmt |
| Management And General | $71,618 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,031 | TotalAmt |
| Program Services | $62,394 | ProgramServicesAmt |
| Management And General | $18,637 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,633 | TotalAmt |
| Management And General | $102,633 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,557 | TotalAmt |
| Management And General | $154,557 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,475,965 | TotalAmt |
| Program Services | $7,486,012 | ProgramServicesAmt |
| Management And General | $1,895,193 | ManagementAndGeneralAmt |
| Fundraising | $94,760 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $847,010 | TotalAmt |
| Program Services | $652,198 | ProgramServicesAmt |
| Management And General | $194,812 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,009,239 | TotalAmt |
| Program Services | $1,486,837 | ProgramServicesAmt |
| Management And General | $361,663 | ManagementAndGeneralAmt |
| Fundraising | $160,739 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,654,756 | TotalAmt |
| Program Services | $1,241,067 | ProgramServicesAmt |
| Management And General | $364,046 | ManagementAndGeneralAmt |
| Fundraising | $49,643 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,705,211 | TotalAmt |
| Program Services | $2,853,012 | ProgramServicesAmt |
| Management And General | $852,199 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,110,824 | TotalAmt |
| Program Services | $844,226 | ProgramServicesAmt |
| Management And General | $222,165 | ManagementAndGeneralAmt |
| Fundraising | $44,433 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,817 | TotalAmt |
| Program Services | $78,603 | ProgramServicesAmt |
| Management And General | $19,651 | ManagementAndGeneralAmt |
| Fundraising | $24,563 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,795,782 | TotalAmt |
| Program Services | $1,382,752 | ProgramServicesAmt |
| Management And General | $413,030 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,844,233 | TotalAmt |
| Program Services | $2,960,059 | ProgramServicesAmt |
| Management And General | $884,174 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,500 | TotalAmt |
| Program Services | $270,655 | ProgramServicesAmt |
| Management And General | $80,845 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NON-FINANCIAL AID | $2,641,608 | $2,641,608 | ||
| AUXILIARY EXPENSES | $1,314,431 | $1,012,112 | $302,319 | |
| BAD DEBT | $622,841 | $479,588 | $143,253 | |
| MISCELLANEOUS EXPENSES | $588,048 | $451,340 | $130,829 | $5,879 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,038,341 | TotalAmt |
| Program Services | $65,894,032 | ProgramServicesAmt |
| Management And General | $10,779,089 | ManagementAndGeneralAmt |
| Fundraising | $1,365,220 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,755,901 | BOYAmt |
| EOY | $5,348,834 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $705,238 | BOYAmt |
| EOY | $446,121 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,311,028 | BOYAmt |
| EOY | $925,148 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,434,547 | BOYAmt |
| EOY | $10,635,411 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,424,792 | BOYAmt |
| EOY | $1,381,142 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,927 | BOYAmt |
| EOY | $387,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $118,715,736 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $64,981,470 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,700,317 | BOYAmt |
| EOY | $53,734,266 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,766,805 | BOYAmt |
| EOY | $53,122,980 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,161 | BOYAmt |
| EOY | $799,891 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,056,716 | BOYAmt |
| EOY | $126,780,809 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,945,491 | BOYAmt |
| EOY | $7,810,776 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871,974 | BOYAmt |
| EOY | $2,431,489 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,647,719 | BOYAmt |
| EOY | $7,390,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,216,054 | BOYAmt |
| EOY | $28,356,365 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,823,760 | BOYAmt |
| EOY | $1,642,132 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,504,998 | BOYAmt |
| EOY | $47,630,762 | 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 | $19,319,009 | BOYAmt |
| EOY | $14,386,587 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,232,709 | BOYAmt |
| EOY | $64,763,460 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,551,718 | BOYAmt |
| EOY | $79,150,047 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,056,716 | BOYAmt |
| EOY | $126,780,809 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,279,913 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,318,416 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $102,633 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $102,633 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | BUCHANAN INGERSOLL & ROONEY PROVIDES STATE LEVEL LOBBYING, GRANT WRITING AND GRANT ADMINISTRATION SERVICES FOR CARLOW UNIVERSITY. THE AMOUNTS PAID FOR THESE LOBBYING SERVICES FOR THE FISCAL YEAR JUNE 30, 2023 WERE $102,633. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,743,958 | BeginningYearBalanceAmt |
| Contributions | $12,081,334 | ContributionsAmt |
| Investment Earnings Or Losses | $4,967,197 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $761,561 | GrantsOrScholarshipsAmt |
| Other Expenditures | $930,796 | OtherExpendituresAmt |
| End Year Balance | $53,100,132 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,966,807 | BeginningYearBalanceAmt |
| Contributions | $1,146,852 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,743,579 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $731,755 | GrantsOrScholarshipsAmt |
| Other Expenditures | $894,367 | OtherExpendituresAmt |
| End Year Balance | $37,743,958 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,091,455 | BeginningYearBalanceAmt |
| Contributions | $844,687 | ContributionsAmt |
| Investment Earnings Or Losses | $7,442,980 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $635,542 | GrantsOrScholarshipsAmt |
| Other Expenditures | $776,773 | OtherExpendituresAmt |
| End Year Balance | $42,966,807 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,440,448 | BeginningYearBalanceAmt |
| Contributions | $829,421 | ContributionsAmt |
| Investment Earnings Or Losses | $4,116,947 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $582,912 | GrantsOrScholarshipsAmt |
| Other Expenditures | $712,449 | OtherExpendituresAmt |
| End Year Balance | $36,091,455 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,308,302 | BeginningYearBalanceAmt |
| Contributions | $517,538 | ContributionsAmt |
| Investment Earnings Or Losses | $1,794,774 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $531,075 | GrantsOrScholarshipsAmt |
| Other Expenditures | $649,091 | OtherExpendituresAmt |
| End Year Balance | $32,440,448 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05183 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74992 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19825 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,835,555 | OtherCostOrOtherBasisAmt |
| Book Value | $1,835,555 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,955,723 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,139,276 | DepreciationAmt |
| Book Value | $46,816,447 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,111,088 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,842,194 | DepreciationAmt |
| Book Value | $3,268,894 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,813,370 | OtherCostOrOtherBasisAmt |
| Book Value | $1,813,370 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $53,734,266 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT DEPOSITS | $117,101 |
| FEDERAL LOAN ADVANCES | $1,525,031 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,642,132 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $75,985,016 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,318,416 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,318,416 | RevenueNotReportedAmt |
| Revenue Subtotal | $72,666,600 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $154,557 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $11,497,097 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $11,651,654 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $84,318,254 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $66,386,687 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $66,386,687 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $154,557 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $11,497,097 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $11,651,654 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $78,038,341 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UNIVERSITYS ENDOWMENT CONSISTS OF APPROXIMATELY 223 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY AUTHORITATIVE GUIDANCE, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART X, LINE 2: | THE UNIVERSITY QUALIFIES AS A TAX-EXEMPT, NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THERE IS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. THE UNIVERSITY FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. AS A RESULT OF THE APPLICATION, THE UNIVERSITY EVALUATED ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023, OR 2022. THE UNIVERSITY'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID NETTED ON FINANCIAL STATEMENTS 11,502,587. RENTAL EXPENSES -5,490. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID NETTED ON FINANCIAL STATEMENTS 11,502,587. RENTAL EXPENSES -5,490. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | CERTAIN RECRUITING PUBLICATIONS AND COLLEGE CATALOGS CONTAIN EXPRESS STATEMENTS THAT THE COLLEGE DOES NOT DISCRIMINATE ON THE BASIS OF RACE, CREED, SEX OR RELIGION. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY DISTRIBUTES STUDENT FINANCIAL ASSISTANCE FUNDS ON BEHALF OF FEDERAL AND STATE GOVERNMENTS. THIS ASSISTANCE INCLUDED FEDERAL AID FROM PELL GRANT AWARDS OF $2,546,952; SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT AWARDS OF $186,900; AND COLLEGE WORK STUDY AWARDS OF $194,987. THE UNIVERSITY ALSO RECEIVED STATE AID FROM THE PA HIGHER EDUCATION ASSISTANCE AUTHORITY IN THE AMOUNT OF $2,110,401. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | INTERNATIONAL TRAVEL | SpecificServicesProvidedTxt |
| Region Total Expenditures | $237,872 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $237,872 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $237,872 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE UNIVERSITY'S USE OF GRANTS AND OTHER ASSISTANCE OUTSIDE OF THE UNITED STATES IS MONITORED THROUGH THE FINANCE OFFICE, WHICH REQUIRES THE APPROPRIATE SUPPORTING DOCUMENTATION AND AUTHORIZATION IN CONNECTION WITH THE UNIVERSITY'S PURCHASING POLICY. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| STUDENT SCHOLARSHIPS | 855 | $12,402,141 | $0 |
| CAMPUS SCHOOL STUDENT SCHOLARSHIPS | 75 | $624,664 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS ARE MONITORED BY THE FINANCIAL AID AND ACCOUNTING OFFICES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHY W HUMPHREY PHD | ||||||||||||||
| PRESIDENT | $400,000 | $0 | $0 | $0 | $57,000 | $0 | $64,333 | $0 | $29,791 | $0 | $551,124 | $0 | $0 | $0 |
| DAVID MEADOWS | ||||||||||||||
| SVP FINANCE/ADMIN - FORMER | $180,000 | $0 | $0 | $0 | $7,800 | $0 | $36,300 | $0 | $37,603 | $0 | $261,703 | $0 | $0 | $0 |
| SIBDAS GHOSH | ||||||||||||||
| VP/PROVOST - FORMER | $192,474 | $0 | $0 | $0 | $9,624 | $0 | $36,570 | $0 | $12,076 | $0 | $250,744 | $0 | $0 | $0 |
| JAMES SANTUCCI | ||||||||||||||
| OPERATIONS SERGEANT | $208,814 | $0 | $0 | $0 | $0 | $0 | $3,543 | $0 | $30,994 | $0 | $243,351 | $0 | $0 | $0 |
| CARALYNN KASSABOV | ||||||||||||||
| VP FOR ADVANCEMENT | $175,000 | $0 | $0 | $0 | $0 | $0 | $28,000 | $0 | $34,999 | $0 | $237,999 | $0 | $0 | $0 |
| THOMAS FOUSE | ||||||||||||||
| ADMINISTRATIVE SERGEANT | $190,918 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $30,935 | $0 | $221,853 | $0 | $0 | $0 |
| MARY CERCERE | ||||||||||||||
| VP FOR ENROLLMENT MGMT | $161,220 | $0 | $0 | $0 | $0 | $0 | $23,086 | $0 | $34,060 | $0 | $218,366 | $0 | $0 | $0 |
| TIMOTHY PHILLIPS | ||||||||||||||
| VP OF STUDENT AFFAIRS | $142,800 | $0 | $0 | $0 | $1,428 | $0 | $21,420 | $0 | $32,743 | $0 | $198,391 | $0 | $0 | $0 |
| MATTHEW GORDLEY | ||||||||||||||
| DEAN - COLLEGE OF ARTS & SCIENCE | $145,500 | $0 | $0 | $0 | $0 | $0 | $15,950 | $0 | $3,585 | $0 | $165,035 | $0 | $0 | $0 |
| BRIDGETTE COFIELD | ||||||||||||||
| CHIEF OF STAFF - FORMER | $120,000 | $0 | $0 | $0 | $0 | $0 | $13,000 | $0 | $23,929 | $0 | $156,929 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE PAID AND INCLUDED AS GROSS WAGES ON W-2 FORM FOR THE PRESIDENT ONLY. DUQUESNE CLUB DUES PAID BY CARLOW UNIVERSITY THROUGH ACCOUNTS PAYABLE. NOT TAXED TO AN INDIVIDUAL. |
| PART I, LINE 3 | COMPENSATION FOR THE PRESIDENT AND TOP EXECUTIVES IS DETERMINED BY COMPENSATION SUBCOMMITTEE OF THE BOARD OF TRUSTEES BASED ON INTERNAL COMPENSATION DATA BENCHMARKED AGAINST COMPENSATION STUDIES AND HIGHER EDUCATION METRICS SUCH AS AICUP AND CUPA. A WRITTEN EMPLOYMENT CONTRACT IS ESTABLISHED UPON APPROVAL BY THE BOARD. |
| PART I, LINE 4B | THE PRESIDENT, DR. KATHY W. HUMPHREY, PARTICIPATED IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN IN FY 2023 AND CONTRIBUTED A TOTAL OF $37,360. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| AUTHORITY IMPROVEMENTS MUNICIPALITY | ||||||||
| A | 251196358 | 052674AD0 | 2018-04-26 | $5,175,000 | ST. JOE'S AND CURRAN HALL RENOVATIONS | 0 | 0 | 0 |
| AUTHORITY IMPROVEMENTS MUNICIPALITY | ||||||||
| B | 251196358 | 2023-06-29 | $2,840,000 | FOR THE RENOVATION OF CERTAIN EDUCATIONAL FACILITIES | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $625,000 | $5,175,000 | $235,538 | $5,175,000 | 2019 | 0 | 0 | Yes (1) | Yes (1) |
| B | $2,840,000 | $49,677 | $2,790,323 | 2023 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| B | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE UNIVERSITY IS THE CONFERENCE FOR MERCY HIGHER EDUCATION WHICH EXERCISES RESERVED CANONICAL POWERS DELEGATED BY THE INSTITUTE OF THE SISTERS OF MERCY OF THE AMERICAS AND AS OUTLINED IN THE UNIVERSITY'S BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7A | UP TO SIX OF THE TOTAL TRUSTEES (EX-OFFICIO AND ELECTED TRUSTEES) SHALL BE PROFESSED SISTERS OF THE INSTITUTE OF THE SISTERS OF MERCY OF THE AMERICAS OR ITS CANONICAL SUCCESSOR. THERE SHALL BE THREE EX-OFFICIO TRUSTEES, WHO SHALL BE VOTING MEMBERS OF THE BOARD OF TRUSTEES AND INCLUDED IN THE TOTAL NUMBER OF TRUSTEES, AND SUCH EX-OFFICIO TRUSTEES SHALL CONSIST OF ONE SISTER OF MERCY, APPOINTED BY THE INSTITUTE OF THE SISTERS OF MERCY OF THE AMERICAS, THE PRESIDENT OF THE UNIVERSITY, AND THE BISHOP OF THE DIOCESE OF PITTSBURGH OR HIS DESIGNEE. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER HAS THE RIGHT TO APPROVE THE FOLLOWING ACTIONS TO THE EXTENT SUCH ACTIONS ARE TAKEN BY THE BOARD OF TRUSTEES: AMENDMENTS TO THE ARTICLES OF INCORPORATION, IF THEY RELATE TO THE RESERVED POWERS DELEGATED TO THE CONFERENCE FOR MERCY HIGHER EDUCATION, THE ADOPTION OR AMENDMENT TO THE MISSION OF THE UNIVERSITY, THE INCURRENCE BY THE UNIVERSITY OF ANY DEBT, AND ANY SALE, TRANSFER, LONG-TERM LEASE OR EMCUMBRANCE OF ANY REAL OR PERSONAL PROPERTY, TANGIBLE OR INTANGIBLE, OF THE UNIVERSITY OUTSIDE THE ORDINARY COURSE OF BUSINESS ONLY TO THE EXTENT SUCH APPROVAL IS REQUIRED UNDER CANON LAW, ANY MERGER, CONSOLIDATION, DISSOLUTION, TRANSFER OF SUBSTANTIALLY ALL THE ASSETS, OR OTHER FUNDAMENTAL TRANSACTION WITHIN THE CONTEMPLATION OF THE PENNSYLVANIA NONPROFIT CORPORATION LAW, OF OR BY THE UNIVERSITY TO THE EXTENT SUCH APPROVAL IS REQUIRED BY CANON LAW. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. FORM 990 IS REVIEWED BY MANAGEMENT AND SUBMITTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL, ONCE THE AUDIT COMMITTEE APPROVES THE SUBMITTED FORM 990; IT IS SUBMITTED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY APPLIES TO ALL "COVERED PERSONS" AS DEFINED IN THE POLICY. EACH COVERED PERSON IS GIVEN A COPY OF THE POLICY, REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING THAT HE OR SHE HAS RECEIVED A COPY OF THE POLICY, UNDERSTANDS IT, AND AGREES TO COMPLY WITH IT. THE COVERED PERSON IS ALSO REQUIRED TO COMPLETE A COVERED PERSON'S QUESTIONNAIRE ON AN ANNUAL BASIS. EACH COVERED PERSON SHALL DISCLOSE ALL ACTUAL AND POTENTIAL CARLOW UNIVERSITY 25-0965438 CONFLICTS AS SET OUT IN THE POLICY. COMPLIANCE WITH THIS POLICY IS MONITORED AND ENFORCED BY THE FOLLOWING PROCEDURE: - EACH YEAR THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, OR HIS DESIGNEE, UNDER THE SUPERVISION OF THE CHAIR OF THE AUDIT COMMITTEE, PREPARES A LIST OF COVERED PERSONS. - A COVERED PERSON QUESTIONNAIRE IS DISTRIBUTED TO EACH PERSON ON THE LIST - FORMS ARE COMPLETED AND SIGNED BY EACH COVERED PERSON - COMPLETED FORMS FOR ALL TRUSTEES ARE REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE TO DETERMINE IF ANY ACTUAL OR POTENTIAL CONFLICTS EXIST - COMPLETED FORMS FOR ALL COVERED PERSONS WHO ARE MEMBERS OF STAFF OR FACULTY ARE REVIEWED BY THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION, OR HIS DESIGNEE. - THE CHAIR OF THE AUDIT COMMITTEE ASKS AT A MINIMUM OF TWO BOARD MEETINGS IF ANY TRUSTEE IS AWARE OF ANY CONFLICTS AND IT IS DOCUMENTED IN THE BOARD MINUTES DISCLOSURE OF ANY POTENTIAL OR ACTUAL CONFLICTS - DISCLOSURE OF ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST MUST BE DISCLOSED AT THE TIME THEY BECOME A COVERED PERSON, OR AT THE TIME A POTENTIAL OR ACTUAL CONFLICT ARISES AND AT THE TIME OF THE COMPLETION OF THE ANNUAL QUESTIONNAIRE. - ALL DISCLOSURES DETERMINED TO BE A CONFLICT OF INTEREST ACCORDING TO THE POLICY ARE DISCUSSED WITH THE CHAIR OF THE AUDIT COMMITTEE AND BROUGHT FORWARD TO THE NEXT BOARD OF TRUSTEE MEETING. - ANY IDENTIFIED CONFLICT SHALL BE REFLECTED IN THE MINUTES OF THE BOARD OF TRUSTEE MEETINGS ALONG WITH THE NATURE OF SUCH CONFLICT. - THE MINUTES SHALL ALSO REFLECT ALL PERSONS PRESENT AT THE MEETING WHERE ANY VOTING TOOK PLACE ON AN ITEM RELATED TO THE DISCLOSED CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE IS THE AUTHORIZED COMMITTEE OF THE BOARD OF TRUSTEES TO REVIEW COMPENSATION OF THE PRESIDENT. THE EXECUTIVE COMMITTEE CREATED A COMPENSATION COMMITTEE (THE SUBCOMMITTEE) TO PERFORM ANNUAL PERFORMANCE REVIEWS AND SET THE PRESIDENT'S ANNUAL SALARY, IN ACCORDANCE WITH THE EXECUTIVE COMPENSATION PHILOSOPHY, POLICIES AND PROCEDURES APPROVED BY THE BOARD. NO MEMBER OF THE GOVERNANCE COMMITTEE MAY HAVE A CONFLICT OF INTEREST WITHIN THE MEANING OF THE APPLICABLE TREASURY REGULATIONS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986. THE GOVERNANCE COMMITTEE SHALL DOCUMENT ITS DECISIONS WITH RESPECT TO COMPENSATION AS REQUIRED BY THE APPLICABLE TREASURY REGULATIONS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986. THE ACTIONS OF THE GOVERNANCE COMMITTEE ARE INTENDED TO QUALIFY UNDER THE REBUTTABLE PRESUMPTION PROVISIONS IN SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986. OTHER SENIOR EXECUTIVE COMPENSATION: NO PROSPECTIVE SALARY ADJUSTMENTS WERE ANTICIPATED FOR OTHER SENIOR LEVEL EXECUTIVES. COMPARABILITY DATA AND ANALYSIS WAS PROVIDED TO THE PRESIDENT IN THIS FISCAL YEAR. REPORT TO THE BOARD OF TRUSTEES: THE PROCEDURE STATES THAT, THE GOVERNANCE COMMITTEE SHALL PROVIDE A WRITTEN REPORT TO THE BOARD OF TRUSTEES NO LATER THAN THE NEXT REGULARLY SCHEDULED MEETING OF THE BOARD FOLLOWING THE GOVERNANCE COMMITTEE ACTION ON THE COMPENSATION OF SENIOR EXECUTIVES. THE REPORT SHALL REFLECT BASE SALARY CARLOW UNIVERSITY 25-0965438 AND ALL OTHER ELEMENTS FOR SENIOR EXECUTIVES' COMPENSATION, AS WELL AS A SUMMARY OF THE CRITERIA AND PROCESSES USED TO MAKE THE COMPENSATION DECISIONS AND TO ASSURE THAT THE COMPENSATION IS "REASONABLE AND NOT "EXCESSIVE" WITHIN IRS POLICY AND CRITERIA. RELIANCE ON COMPARABILITY DATA DERIVED FROM MARKET REVIEW AND SELECTION OF PEER INSTITUTIONS: IN DETERMINING AND APPROVING COMPENSATION, THE GOVERNANCE COMMITTEE SHALL RELY ON COMPARABILITY DATA DERIVED FROM A REVIEW OF THE MOST CURRENT INFORMATION AVAILABLE AS TO COMPENSATION LEVELS FOR COMPARABLE SENIOR EXECUTIVES AT PEER INSTITUTIONS, TAKING INTO ACCOUNT THAT AVAILABLE INFORMATION IS GENERALLY FOR THE PRIOR FISCAL OR ACADEMIC YEARS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST BY THE PUBLIC AT THE CORPORATE ADDRESS. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 7,486,012. MANAGEMENT AND GENERAL EXPENSES 1,895,193. FUNDRAISING EXPENSES 94,760. TOTAL EXPENSES 9,475,965. |
| FORM 990, PART XII, QUESTION 2C: | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |