URSINUS COLLEGE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- URSINUS COLLEGE (EIN 23-1177930)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202421359349300032
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T06:29:31-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231177930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URSINUS COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URSI | BusinessNameControlTxt |
| Phone | 6104093000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 EAST MAIN STREET | AddressLine1Txt |
| City | COLLEGEVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19426 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRI ALBERTSON | PersonNm |
| Person Title | VP FOR FINANCE AND ADMIN | PersonTitleTxt |
| Phone | 6104093000 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TERRI | PersonFirstNm |
| Person Last | ALBERTSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2024-05-10 | 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 | ROBYN E HANNIGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 EAST MAIN STREET | AddressLine1Txt |
| City | COLLEGEVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $210,908,933 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.URSINUS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1869 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | UNDERGRADUATE EDUCATION THAT ENABLES STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 1440 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $8,397 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,721,975 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,906,562 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $104,194,106 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $106,052,833 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,038,688 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,291,201 | CYInvestmentIncomeAmt |
| PY Other Revenue | $800,604 | PYOtherRevenueAmt |
| CY Other Revenue | $1,185,834 | CYOtherRevenueAmt |
| PY Total Revenue | $127,755,373 | PYTotalRevenueAmt |
| CY Total Revenue | $124,436,430 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $56,282,360 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $57,152,046 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,289,133 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,595,621 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,213,368 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,915,661 | PYOtherExpensesAmt |
| CY Other Expenses | $36,542,291 | CYOtherExpensesAmt |
| PY Total Expenses | $126,487,154 | PYTotalExpensesAmt |
| CY Total Expenses | $133,289,958 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,268,219 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,853,528 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $315,458,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $323,599,498 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $70,174,838 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $78,578,169 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $245,283,775 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $245,021,329 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE COLLEGE IS TO ENABLE STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS THROUGH A PROGRAM OF LIBERAL EDUCATION. THAT EDUCATION PREPARES THEM TO LIVE CREATIVELY AND USEFULLY, AND TO PROVIDE LEADERSHIP FOR THEIR SOCIETY IN AN INTERDEPENDENT WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $102,492,270 | ExpenseAmt |
| Grant | $57,152,046 | GrantAmt |
| Revenue | $85,869,003 | RevenueAmt |
| Desc | ACADEMIC INSTRUCTION: URSINUS COLLEGE IS AN INDEPENDENT, FOUR YEAR LIBERAL ARTS COLLEGE FOUNDED IN 1869. THE MISSION OF THE COLLEGE IS TO ENABLE STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS THROUGH A PROGRAM OF LIBERAL EDUCATION. THE COLLEGE ENROLLS APPROXIMATELY 1,500 STUDENTS, APPROXIMATELY 92% OF WHOM LIVE IN COLLEGE RESIDENCE HALLS. AT THE START OF THE 2022-2023 ACADEMIC YEAR, THE COLLEGE ENROLLED 1,510 FULL-TIME EQUIVALENT STUDENTS FROM 35 STATES AND 13 COUNTRIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,438,452 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $20,183,830 | RevenueAmt |
| Desc | STUDENT SERVICES, INCLUDING HOUSING, ROOM & BOARD, AND ATHLETICS: THE COLLEGE OFFERS LIVING ACCOMMODATIONS FOR MOST OF ITS STUDENTS IN EITHER TRADITIONAL RESIDENCE HALLS INTEGRATED INTO THE CAMPUS, OR IN RENOVATED HISTORIC HOMES IN THE COMMUNITY THAT BORDER THE CAMPUS. STUDENTS MAY CHOOSE FROM A VARIETY OF MEAL PLANS AND MAY CHOOSE TO TAKE THEIR MEALS IN THE MAIN DINING HALL, OR IN ZACK'S, THE CAMPUS GRILL AND SNACK BAR. URSINUS OFFERS OPPORTUNITIES TO ACHIEVE ATHLETIC AND PERSONAL GOALS THROUGH INTERCOLLEGIATE ATHLETICS, CLUB SPORTS AND INTRAMURAL PROGRAMS. OVER 60% OF URSINUS STUDENTS INTEGRATE SOME ASPECT OF THE ATHLETIC PROGRAM INTO THEIR LIVES AT THE COLLEGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $115,930,722 | 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 | Yes (1) | 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 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2244 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1440 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | 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 | TYLER LAND AVP FOR FINANCE AND CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6104093110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 EAST MAIN STREET | AddressLine1Txt |
| City | COLLEGEVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19426 | 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOSEPH DESIMONE PHD | |||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DR MARGARET WILLIAMS | |||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN M FESSICK | |||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA K BOWMAN | |||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM H BARNABY MD | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAWRENCE A BAROCAS | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRADLEY BREWSTER | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL CARTER MD | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TERRY CONNELL | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP RICHARD FLYNN CORSON | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA COSGRAVE | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILLIP DESIMONE | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CATHERINE GECZIK | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GRAHAM MACKENZIE | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CYNTHIA J MARTIN | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL MCILHENNY | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KELLY FINCH MOBLEY | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY OPALACK | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD E PARLEE MD | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL PIOTROWICZ | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ROSVOLD MD | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN SCHEU | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTIAN P SOCKEL | |||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBYN HANNIGAN | |||||||||
| PRESIDENT (AS OF JULY 2022) | 50.00 | Yes (X) | $266,350 | $0 | $43,621 | ||||
| MARY CORRELL | |||||||||
| INTERIM VP FOR FINANCE & ADMIN. | 50.00 | Yes (X) | $152,477 | $0 | $27,274 | ||||
| MARK B SCHNEIDER | |||||||||
| VP ACAD. AFFAIRS/DEAN OF COLLEGE | 50.00 | Yes (X) | $217,616 | $0 | $23,747 | ||||
| LAURA MOLIKEN | |||||||||
| INTERIM VP FOR ADVANCEMENT | 50.00 | Yes (X) | $192,225 | $0 | $29,655 | ||||
| MELISSA BRYANT | |||||||||
| INTERIM VP & DEAN OF ENROLLMENT | 50.00 | Yes (X) | $159,000 | $0 | $12,057 | ||||
| ROBERT CLOTHIER | |||||||||
| VP & GENERAL COUNSEL | 50.00 | Yes (X) | $215,368 | $0 | $34,682 | ||||
| HEATHER C LOBBAN-VIRAVONG | |||||||||
| VP INCLUSIVITY & COMM. ENG | 50.00 | Yes (X) | $178,800 | $0 | $34,377 | ||||
| THOMAS YENCHO | |||||||||
| VP FOR COMM. & STRATEGIC P'SHIPS | 50.00 | Yes (X) | $140,753 | $0 | $49,125 | ||||
| MICHELLE M YURKO | |||||||||
| VP FOR ADVANCEMENT(AS OF SEPT. 2022) | 50.00 | Yes (X) | $58,717 | $0 | $4,430 | ||||
| MICHAEL KEATON | |||||||||
| VP FOR ENROLLMENT(AS OF JAN. 2023) | 50.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT HERZOG | |||||||||
| VP FOR FINANCE/ADMIN(AS OF MARCH 2023) | 50.00 | Yes (X) | $0 | $0 | $0 | ||||
| EUGENE SPENCER | |||||||||
| CHIEF INFORMATION OFFICER | 50.00 | $202,560 | $0 | $23,551 | Yes (X) | ||||
| KELLEY WILLIAMS | |||||||||
| AVP FOR HUMAN RESOURCES | 50.00 | $148,125 | $0 | $30,385 | Yes (X) | ||||
| MEREDITH GOLDSMITH BERGMAN | |||||||||
| CHIEF STRATEGY AND INNOVATION OFF. | 50.00 | $148,029 | $0 | $11,511 | Yes (X) | ||||
| PAUL STERN | |||||||||
| PROFESSOR OF POLITICS | 50.00 | $131,075 | $0 | $26,870 | Yes (X) | ||||
| LUCIEN WINEGAR | |||||||||
| PROFESSOR OF PSYCHOLOGY | 50.00 | $125,056 | $0 | $23,672 | Yes (X) | ||||
| STEPHANIE MACKLER | |||||||||
| PROFESSOR OF EDUCATION | 50.00 | $116,350 | $0 | $7,606 | Yes (X) | ||||
| JILL A MARSTELLER | |||||||||
| INTERIM PRESIDENT (UNTIL JUNE 2022) | 50.00 | $376,060 | $0 | $22,098 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,828,561 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $404,661 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 46 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| SODEXO INC | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | FOOD SERVICE | $7,570,389 |
| OLYMPUS BUILDING SERVICES INC | |||||
| 1430 E MISSOURI AVENUE SUITE B25 | PHOENIX | AZ | 85014 | JANITORIAL SERVICES | $2,174,659 |
| MONSTER PAVING INC | |||||
| 1405 UXBRIDGE WAY | NORTH WALES | PA | 19454 | CONSTRUCTION | $760,408 |
| PHILLYCOM INC | |||||
| 3801 GERMANTOWN PIKE SUITE 201F | COLLEGEVILLE | PA | 19426 | INFORMATION TECH SERVICES | $497,452 |
| GBUILD CONSTRUCTION MANAGERS LLC | |||||
| 111 SUMMIT DR | EXTON | PA | 19341 | CONSTRUCTION | $448,818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 40 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $226,491 | FundraisingAmt |
| Government Grants | $1,861,722 | GovernmentGrantsAmt |
| All Other Contributions | $10,818,349 | AllOtherContributionsAmt |
| Noncash Contributions | $345,728 | NoncashContributionsAmt |
| Total Contributions | $12,906,562 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611600 | $85,854,986 | $85,854,986 |
| ROOM AND BOARD | 611600 | $19,834,409 | $19,834,409 |
| ATHLETICS | 611600 | $277,816 | $277,816 |
| STUDENT SERVICES | 611600 | $71,605 | $71,605 |
| AUXILIARY ENTERPRISES | 611600 | $14,017 | $14,017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $106,052,833 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,589,182 | TotalRevenueColumnAmt |
| Exclusion | $1,589,182 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,079 | TotalRevenueColumnAmt |
| Exclusion | $15,079 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $931,328 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $154,752 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $776,576 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $776,576 | TotalRevenueColumnAmt |
| Exclusion | $776,576 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $88,967,255 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,265,236 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,702,019 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,702,019 | TotalRevenueColumnAmt |
| Exclusion | $2,702,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $51,414 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $226,491 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $52,515 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,101 | TotalRevenueColumnAmt |
| Exclusion | -$1,101 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CONFERENCES & SUMMER CAMPS | 611600 | $185,138 | $185,138 |
| FOOD SERVICE | 611600 | $77,330 | $77,330 |
| BOOKSTORE COMMISSIONS | 900099 | $62,987 | $62,987 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,825 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $8,397 | UnrelatedBusinessRevenueAmt |
| Exclusion | $61,428 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $395,280 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,436,430 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,052,833 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,397 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,468,638 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,629,904 | TotalAmt |
| Program Services | $56,629,904 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,142 | TotalAmt |
| Program Services | $522,142 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,955,847 | TotalAmt |
| Program Services | $308,122 | ProgramServicesAmt |
| Management And General | $1,211,881 | ManagementAndGeneralAmt |
| Fundraising | $435,844 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,795,696 | TotalAmt |
| Program Services | $23,799,362 | ProgramServicesAmt |
| Management And General | $3,778,326 | ManagementAndGeneralAmt |
| Fundraising | $1,218,008 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,797,207 | TotalAmt |
| Program Services | $1,319,932 | ProgramServicesAmt |
| Management And General | $392,499 | ManagementAndGeneralAmt |
| Fundraising | $84,776 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,856,299 | TotalAmt |
| Program Services | $3,467,031 | ProgramServicesAmt |
| Management And General | $1,141,859 | ManagementAndGeneralAmt |
| Fundraising | $247,409 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,190,572 | TotalAmt |
| Program Services | $1,531,317 | ProgramServicesAmt |
| Management And General | $531,538 | ManagementAndGeneralAmt |
| Fundraising | $127,717 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,968 | TotalAmt |
| Management And General | $175,968 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,925 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
| Management And General | $101,425 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,090 | TotalAmt |
| Management And General | $74,090 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,997 | TotalAmt |
| Management And General | $386,997 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,431,957 | TotalAmt |
| Program Services | $3,558,687 | ProgramServicesAmt |
| Management And General | $1,872,928 | ManagementAndGeneralAmt |
| Fundraising | $342 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,553 | TotalAmt |
| Program Services | $6,419 | ProgramServicesAmt |
| Management And General | $546,134 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,597,446 | TotalAmt |
| Program Services | $2,118,192 | ProgramServicesAmt |
| Management And General | $1,479,051 | ManagementAndGeneralAmt |
| Fundraising | $203 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,393,013 | TotalAmt |
| Program Services | $684,334 | ProgramServicesAmt |
| Management And General | $708,679 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,204,993 | TotalAmt |
| Program Services | $2,990,731 | ProgramServicesAmt |
| Management And General | $214,262 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,439,612 | TotalAmt |
| Program Services | $1,116,503 | ProgramServicesAmt |
| Management And General | $323,058 | ManagementAndGeneralAmt |
| Fundraising | $51 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,746 | TotalAmt |
| Program Services | $151,340 | ProgramServicesAmt |
| Management And General | $109,386 | ManagementAndGeneralAmt |
| Fundraising | $20 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,328,471 | TotalAmt |
| Program Services | $2,309,421 | ProgramServicesAmt |
| Management And General | $19,050 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,837,866 | TotalAmt |
| Program Services | $5,199,543 | ProgramServicesAmt |
| Management And General | $638,323 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,145,742 | TotalAmt |
| Program Services | $604,607 | ProgramServicesAmt |
| Management And General | $442,247 | ManagementAndGeneralAmt |
| Fundraising | $98,888 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $7,760,670 | $7,396,338 | $364,308 | $24 |
| INSTRUCTION | $1,046,900 | $910,068 | $136,832 | |
| LIBRARY MATERIALS | $480,583 | $480,583 | ||
| UNRELATED BUSINESS INCO | $12,528 | $12,528 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,309,231 | TotalAmt |
| Program Services | $812,118 | ProgramServicesAmt |
| Management And General | $497,027 | ManagementAndGeneralAmt |
| Fundraising | $86 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,289,958 | TotalAmt |
| Program Services | $115,930,722 | ProgramServicesAmt |
| Management And General | $15,145,868 | ManagementAndGeneralAmt |
| Fundraising | $2,213,368 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,463 | BOYAmt |
| EOY | $159,925 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,251,751 | BOYAmt |
| EOY | $15,101,157 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,926,118 | BOYAmt |
| EOY | $2,221,851 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $919,992 | BOYAmt |
| EOY | $864,721 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,698 | BOYAmt |
| EOY | $181,407 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,145,196 | BOYAmt |
| EOY | $1,252,648 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $243,987,084 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $109,014,436 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,069,838 | BOYAmt |
| EOY | $134,972,648 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,202,181 | BOYAmt |
| EOY | $129,729,187 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,824,042 | BOYAmt |
| EOY | $28,540,475 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,182 | BOYAmt |
| EOY | $177,460 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,249,152 | BOYAmt |
| EOY | $10,398,019 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,458,613 | BOYAmt |
| EOY | $323,599,498 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,918,540 | BOYAmt |
| EOY | $4,590,128 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,298 | BOYAmt |
| EOY | $773,020 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,712,975 | BOYAmt |
| EOY | $54,454,011 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,901,399 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,140,025 | BOYAmt |
| EOY | $8,859,611 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,174,838 | BOYAmt |
| EOY | $78,578,169 | 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 | $115,269,314 | BOYAmt |
| EOY | $112,170,979 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,014,461 | BOYAmt |
| EOY | $132,850,350 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,283,775 | BOYAmt |
| EOY | $245,021,329 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,458,613 | BOYAmt |
| EOY | $323,599,498 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,853,528 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,668,557 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$77,475 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 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 | $74,090 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $74,090 | 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 | HILL PARTNER PROVIDED LOBBYING AND ADVOCACY SERVICES TO URSINUS COLLEGE, ENGAGING AT BOTH THE FEDERAL AND STATE LEVELS. AT THE FEDERAL LEVEL, THEIR EFFORTS WERE DIRECTED TOWARDS THE UNITED STATES CONGRESS, WHILE AT THE STATE LEVEL, THEY ENGAGED WITH THE GENERAL ASSEMBLY OF THE COMMONWEALTH OF PENNSYLVANIA. THEIR PRIMARY OBJECTIVE WAS TO SECURE FUNDING FOR THE COLLEGE THROUGH PARTICIPATION IN THE ANNUAL APPROPRIATIONS PROCESSES CONDUCTED BY BOTH THE US CONGRESS AND THE PENNSYLVANIA GENERAL ASSEMBLY. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 11.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $7,960 | RevenuesIncludedAmt |
| Assets Included | $9,661,731 | AssetsIncludedAmt |
| 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 | $138,346,490 | BeginningYearBalanceAmt |
| Contributions | $6,843,341 | ContributionsAmt |
| Investment Earnings Or Losses | $11,572,276 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,748,123 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,803,201 | OtherExpendituresAmt |
| Administrative Expenses | $386,997 | AdministrativeExpensesAmt |
| End Year Balance | $146,823,786 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $158,993,585 | BeginningYearBalanceAmt |
| Contributions | $4,357,578 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,785,396 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,635,387 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,221,078 | OtherExpendituresAmt |
| Administrative Expenses | $362,812 | AdministrativeExpensesAmt |
| End Year Balance | $138,346,490 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,100,371 | BeginningYearBalanceAmt |
| Contributions | $1,695,990 | ContributionsAmt |
| Investment Earnings Or Losses | $35,400,157 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,447,329 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,476,492 | OtherExpendituresAmt |
| Administrative Expenses | $279,112 | AdministrativeExpensesAmt |
| End Year Balance | $158,993,585 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $137,883,476 | BeginningYearBalanceAmt |
| Contributions | $1,721,427 | ContributionsAmt |
| Investment Earnings Or Losses | $3,578,613 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,795,192 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,788,512 | OtherExpendituresAmt |
| Administrative Expenses | $499,441 | AdministrativeExpensesAmt |
| End Year Balance | $134,100,371 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,781,130 | BeginningYearBalanceAmt |
| Contributions | $1,892,707 | ContributionsAmt |
| Investment Earnings Or Losses | $6,162,346 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,147,448 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,346,877 | OtherExpendituresAmt |
| Administrative Expenses | $458,382 | AdministrativeExpensesAmt |
| End Year Balance | $137,883,476 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18000 | 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 | $792,618 | OtherCostOrOtherBasisAmt |
| Book Value | $792,618 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $192,530,641 | OtherCostOrOtherBasisAmt |
| Depreciation | $76,692,870 | DepreciationAmt |
| Book Value | $115,837,771 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,661,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,215,974 | DepreciationAmt |
| Book Value | $12,445,953 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,674,259 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,105,592 | DepreciationAmt |
| Book Value | $2,568,667 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,327,639 | OtherCostOrOtherBasisAmt |
| Book Value | $3,327,639 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $134,972,648 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $15,249,344 | F |
| HELD BY OTHERS - CLAMER | $8,819,034 | F |
| GOLDMAN SACH DIST FUND LP | $138,076 | F |
| KOCH TRUST - HARVARD MGMT | $1,067,938 | F |
| OAKTREE CAPITAL MGT DISTR FUND | $974 | F |
| HELD BY OTHERS - PATTERSON | $535,645 | F |
| LINCOLN ANNUITY - DAVIS #2 | $1,147,478 | F |
| 482 E. MAIN STREET | $510,000 | F |
| 454 E. MAIN STREET | $1,071,986 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,540,475 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY REQUIREMENTS | $5,210,632 |
| ASSET RETIREMENT OBLIGATION | $2,117,416 |
| U.S. GOVERNMENT GRANTS REFUNDABLE | $450,992 |
| RETIREMENT OBLIGATIONS | $222,696 |
| REFUNDABLE DEPOSITS | $857,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,859,611 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $76,442,243 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,668,557 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$56,870,011 | OtherRevenueAmt |
| Revenue Not Reported | -$48,201,454 | RevenueNotReportedAmt |
| Revenue Subtotal | $124,643,697 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$207,267 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$207,267 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $124,436,430 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $76,704,689 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $207,267 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $207,267 | ExpensesNotReportedAmt |
| Expenses Subtotal | $76,497,422 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $56,792,536 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $56,792,536 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $133,289,958 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE COLLEGE DOES NOT REPORT THE CONSERVATION EASEMENT ON ITS REVENUE AND EXPENSE STATEMENT OR BALANCE SHEET. |
| PART III, LINE 4: | THE PERMANENT ART COLLECTION HOUSED IN THE PHILIP AND MURIEL BERMAN MUSEUM OF ART AT URSINUS COLLEGE PROVIDES A VALUABLE CULTURAL RESOURCE FOR THE CAMPUS COMMUNITY. THE MUSEUM, IN CONJUNCTION WITH THE ART DEPARTMENT, INTEGRATES THE RICH RESOURCES PROVIDED BY THE COLLECTION INTO ACADEMIC PROGRAMMING FOCUSING ON IMPORTANT TEXTS RELATED TO THE COLLECTIONS. |
| PART V, LINE 4: | ENDOWMENT FUNDS PROVIDE RETURNS THAT ARE USED TO SUPPORT THE OPERATIONS OF THE COLLEGE. SPECIFICALLY, ENDOWMENTS ARE ESTABLISHED TO SUPPORT STUDENT SCHOLARSHIPS AND PRIZES, EDUCATIONAL PROGRAMS, SPECIFIC CAPITAL PURCHASES AND OTHER OPERATIONAL NEEDS. |
| PART X, LINE 2: | THE COLLEGE RECOGNIZES A TAX POSITION BASED ON A MORE LIKELY THAN NOT THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE COLLEGE'S MANAGEMENT DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ACTUARIAL LOSS ON ANNUITY LIABILITY -82,295. SCHOLARSHIPS -56,189,031. INVESTMENT FEES -386,997. CHANGE IN VALUE OF LIFE INSURANCE ANNUITIES 19,196. CHANGE IN CASH SURRENDER VALUE -14,376. EXPENSES NET WITH INCOME PER FINANCIALS -216,508. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -52,515. RENTAL EXPENSES -154,752. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 52,515. RENTAL EXPENSES 154,752. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 56,189,031. INVESTMENT FEES 386,997. EXPENSES NET WITH INCOME PER FINANCIALS 216,508. |
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 | THE COLLEGE'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL PRINTED AND BROADCAST ADVERTISING, AS WELL AS IN THE COLLEGE CATALOG. IT IS ALSO POSTED IN VARIOUS LOCATIONS ON CAMPUS. |
| SCHEDULE E, PART I, LINE 6 | URSINUS COLLEGE RECEIVES FINANCIAL AID/ASSISTANCE FROM VARIOUS FEDERAL (U.S. DEPARTMENT OF EDUCATION, FEDERAL WORK-STUDY, FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY, HIGHER EDUCATION EMERGENCY RELIEF FUND AND CARES ACT FUNDING) AND STATE (COMMONWEALTH OF PENNSYLVANIA) GOVERNMENTAL AGENCIES INCLUDING THE COLLEGE WORK STUDY PROGRAMS AND THE PELL GRANT PROGRAM. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | INVESTMENTS | $15,249,344 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | GRANTS | $18,050 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS | $20,033 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS | $484,059 |
| 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 | $15,771,486 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $15,771,486 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| STUDY ABROAD | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 28 | $484,059 | $0 |
| STUDY ABROAD | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $18,050 | $0 |
| STUDY ABROAD | EAST ASIA AND THE PACIFIC | 1 | $20,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART VI, LINES 1, 3, 5: | THE ORGANIZATION HAD TRANSFERS TO FOREIGN CORPORATIONS IN THE CURRENT FISCAL YEAR WHICH MET THE THRESHOLDS FOR FILING FORMS 926. FORMS 926 ARE ATTACHED TO THIS RETURN AS REQUIRED. THE ORGANIZATION HAD INVESTMENTS IN FOREIGN CORPORATIONS BUT DID NOT MEET THE THRESHOLD FOR FILING FORM 5471. SOME OF THESE FOREIGN CORPORATIONS MAY BE PASSIVE FOREIGN INVESTMENT CORPORATIONS. THE ORGANIZATION IS NOT REQUIRED TO FILE FORMS 8621 AS THE DISTRIBUTIONS WERE NOT CATEGORIZED AS UNRELATED BUSINESS INCOME. THE ORGANIZATION HAD INVESTMENTS IN FOREIGN PARTNERSHIPS BUT DID NOT MEET THRESHOLDS FOR FILING FORMS 8865. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BEAR2BEAR BENEFIT | Event1Nm |
| Gross Receipts Event1 | $228,523 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $177,609 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $50,914 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $45,772 | OtherDirectExpensesEvent1Amt |
| Event2 | MEN'S BASKETBALL GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $49,382 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $48,882 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $500 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $6,743 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $277,905 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $226,491 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $51,414 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $52,515 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $52,515 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,101 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| HOUSING | 171 | $167,751 | |||
| SCHOLARSHIPS | 2028 | $56,341,838 | COST | TUITION REDUCTION | |
| SUMMER RESEARCH STIPENDS | 54 | $120,315 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | URSINUS COLLEGE PROVIDED GRANTS TOTALING $167,751 TO 171 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR CAMPUS HOUSING, PRIMARILY FOR SUMMER RESEARCH. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $56,341,838 TO 2,028 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR TUITION, FEES, AND ROOM AND BOARD FOR THE ACADEMIC YEAR 2022-23. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $120,315 TO 54 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR STIPENDS WHILE ENGAGED IN SUMMER RESEARCH PROJECTS ON CAMPUS. THE STIPENDS ARE DISBURSED VIA PAYROLL TO THE INDIVIDUAL STUDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JILL A MARSTELLER | ||||||||||||||
| INTERIM PRESIDENT (UNTIL JUNE 2022) | $376,060 | $0 | $0 | $0 | $0 | $0 | $16,405 | $0 | $5,693 | $0 | $398,158 | $0 | $0 | $0 |
| ROBYN HANNIGAN | ||||||||||||||
| PRESIDENT (AS OF JULY 2022) | $266,350 | $0 | $0 | $0 | $0 | $0 | $15,750 | $0 | $27,871 | $0 | $309,971 | $0 | $0 | $0 |
| ROBERT CLOTHIER | ||||||||||||||
| VP & GENERAL COUNSEL | $215,368 | $0 | $0 | $0 | $0 | $0 | $15,058 | $0 | $19,624 | $0 | $250,050 | $0 | $0 | $0 |
| MARK B SCHNEIDER | ||||||||||||||
| VP ACAD. AFFAIRS/DEAN OF COLLEGE | $217,616 | $0 | $0 | $0 | $0 | $0 | $15,230 | $0 | $8,517 | $0 | $241,363 | $0 | $0 | $0 |
| EUGENE SPENCER | ||||||||||||||
| CHIEF INFORMATION OFFICER | $202,560 | $0 | $0 | $0 | $0 | $0 | $14,176 | $0 | $9,375 | $0 | $226,111 | $0 | $0 | $0 |
| LAURA MOLIKEN | ||||||||||||||
| INTERIM VP FOR ADVANCEMENT | $192,225 | $0 | $0 | $0 | $0 | $0 | $12,950 | $0 | $16,705 | $0 | $221,880 | $0 | $0 | $0 |
| HEATHER C LOBBAN-VIRAVONG | ||||||||||||||
| VP INCLUSIVITY & COMM. ENG | $178,800 | $0 | $0 | $0 | $0 | $0 | $12,495 | $0 | $21,882 | $0 | $213,177 | $0 | $0 | $0 |
| THOMAS YENCHO | ||||||||||||||
| VP FOR COMM. & STRATEGIC P'SHIPS | $140,753 | $0 | $0 | $0 | $0 | $0 | $9,853 | $0 | $39,272 | $0 | $189,878 | $0 | $0 | $0 |
| MARY CORRELL | ||||||||||||||
| INTERIM VP FOR FINANCE & ADMIN. | $152,477 | $0 | $0 | $0 | $0 | $0 | $10,673 | $0 | $16,601 | $0 | $179,751 | $0 | $0 | $0 |
| KELLEY WILLIAMS | ||||||||||||||
| AVP FOR HUMAN RESOURCES | $148,125 | $0 | $0 | $0 | $0 | $0 | $10,353 | $0 | $20,032 | $0 | $178,510 | $0 | $0 | $0 |
| MELISSA BRYANT | ||||||||||||||
| INTERIM VP & DEAN OF ENROLLMENT | $159,000 | $0 | $0 | $0 | $0 | $0 | $10,710 | $0 | $1,347 | $0 | $171,057 | $0 | $0 | $0 |
| MEREDITH GOLDSMITH BERGMAN | ||||||||||||||
| CHIEF STRATEGY AND INNOVATION OFF. | $148,029 | $0 | $0 | $0 | $0 | $0 | $10,187 | $0 | $1,324 | $0 | $159,540 | $0 | $0 | $0 |
| PAUL STERN | ||||||||||||||
| PROFESSOR OF POLITICS | $131,075 | $0 | $0 | $0 | $0 | $0 | $8,739 | $0 | $18,131 | $0 | $157,945 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HOUSING AND CLEANING SERVICES WERE PROVIDED TO THE COLLEGE PRESIDENT AS A CUSTOMARY BENEFIT PROVIDED BY INSTITUTIONS OF HIGHER LEARNING. NO PART OF THE HOUSING WAS TREATED AS TAXABLE COMPENSATION. CLEANING SERVICES FOR THE PRESIDENT'S PERSONAL QUARTERS WERE TREATED AS TAXABLE COMPENSATION. THE COLLEGE PROVIDES PAYMENT OF THE SOCIAL CLUB DUES FOR THE PRESIDENT AND VP OF ADVANCEMENT. PERSONAL USE IS ADDED TO FORM W-2 WAGES. PERSONAL SERVICES CONSISTED OF CLEANING SERVICES FOR THE PRESIDENT'S HOUSE AS MENTIONED ABOVE AND ATTORNEY FEES FOR PRESIDENT'S COMPENSATION CONTRACT REVIEW. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PHEFA | ||||||||
| A | 232243852 | 70917SEL3 | 2013-05-01 | $13,610,477 | CURRENT REFINANCE OF BONDS | 0 | 0 | 0 |
| PHEFA | ||||||||
| B | 232243852 | 70917SRK1 | 2015-04-15 | $12,107,667 | ADVANCE REFINANCE OF BONDS | 0 | 0 | 0 |
| MCHEHA | ||||||||
| C | 232328939 | 613603WD7 | 2016-11-22 | $24,357,518 | CONSTRUCTION OF FACILITIES | 0 | 0 | 0 |
| MCHEHA | ||||||||
| D | 232328939 | 613603ZM4 | 2019-04-17 | $11,761,136 | CURRENT REFINANCE OF BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $5,115,000 | $13,610,581 | $257,600 | $13,352,877 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $1,980,000 | $12,107,677 | $231,823 | $11,875,854 | 2015 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| C | $9,900,000 | $24,410,581 | $242,975 | 2019 | 0 | 0 | Yes (1) | Yes (1) | $615,193 | $23,499,350 | |
| D | $11,761,136 | $184,636 | $10,170,458 | 2019 | Yes (1) | 0 | Yes (1) | Yes (1) | $1,406,042 |
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 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 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) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: PHEFA DATE THE REBATE COMPUTATION WAS PERFORMED: 02/17/2016 ISSUER NAME: MCHEHA DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2020 ISSUER NAME: MCHEHA DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2020 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHEFA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232243852 | BondIssuerEIN |
| CUSIP | 70917TEX5 | CUSIPNum |
| Bond Issued | 2022-04-12 | BondIssuedDt |
| Issue Price | $9,782,501 | IssuePriceAmt |
| Purpose | CURRENT REFINANCE OF BONDS | 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 | $285,000 | RetiredAmt |
| Total Proceeds | $9,782,501 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $184,999 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $9,597,502 | OtherSpentProceedsAmt |
| Substantial Completion | 2022 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | 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 | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| 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 | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (8 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC | |||
| PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. | $40,000 | GRANTS & SCHOLARSHIPS | TUITION & FEES |
| PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC | |||
| PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. | $59,000 | GRANTS & SCHOLARSHIPS | TUITION & FEES |
| PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC | |||
| PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. | $70,000 | GRANTS & SCHOLARSHIPS | TUITION & FEES |
| PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC | |||
| PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. | $29,610 | GRANTS & SCHOLARSHIPS | TUITION & FEES |
| PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC | |||
| PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. | $39,820 | GRANTS & SCHOLARSHIPS | TUITION & FEES |
| PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC | |||
| PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. | $35,000 | GRANTS & SCHOLARSHIPS | TUITION & FEES |
| PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC | |||
| PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. | $35,000 | GRANTS & SCHOLARSHIPS | TUITION & FEES |
| PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC | |||
| PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. | $38,000 | GRANTS & SCHOLARSHIPS | TUITION & FEES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART III | FormAndLineReferenceDesc |
| Explanation | GRANTS FOR TUITION AND FEES ARE PROVIDED ON THE SAME CRITERIA FOR ALL STUDENTS BASED ON ACADEMIC ACHIEVEMENT AND FINANCIAL NEED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,960 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $750 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $6,558 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $148,460 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 4 | $153,820 | APPRAISAL |
| Yes (X) | BEAR2BEAR SILENT AUCTION ITEMS | 68 | $27,355 | PURCHASE PRICE |
| Yes (X) | SIGNAGE | 1 | $825 | PURCHASE PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBERS IN COLUMN B FOR LINES 9 AND 25 REPRESENT THE NUMBER OF CONTRIBUTIONS. THE NUMBERS IN COLUMN B FOR THE REST OF THE LINES REPRESENT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEE CATHERINE GECZIK IS A SCHOLARSHIP APPLICANT REVIEWER FOR THE ABELE FAMILY FOUNDATION. TWO TRUSTEES HAVE CHILDREN/GRANDCHILDREN WHO ARE ENROLLED AT THE COLLEGE AND RECEIVE FINANCIAL AID. TRUSTEE JOSEPH DESIMONE AND PHILLIP DESIMONE HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED FORM 990 IS DISTRIBUTED AND REVIEWED PRIOR TO FILING AT A SPECIALLY-CONVENED MEETING OF THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPLETED FORM 990 WAS MADE AVAILABLE TO THE FULL BOARD IN ELECTRONIC FORMAT PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES, OFFICERS, AND KEY EMPLOYEES COMPLETE A DISCLOSURE OF CONFLICT STATEMENT ANNUALLY. THE STATEMENT EXPRESSLY MENTIONS FAMILY AND BUSINESS RELATIONSHIPS AS BEING SOURCES OF POTENTIAL CONFLICTS. THE EXECUTIVE COMMITTEE FOR THE COLLEGE MONITORS THE POLICY AND STATEMENTS MADE BY TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THOSE WHO HAVE A CONFLICT OF INTEREST ARE ASKED TO REFRAIN FROM PARTICIPATING IN CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS SHALL NOT VOTE, PARTICIPATE IN DISCUSSIONS, OR BE PRESENT AT THE TIME OF VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ASSOCIATE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION OF URSINUS COLLEGE CONDUCTS A STUDY EACH YEAR OF THE SALARIES AND BENEFITS FOR THE CHIEF ACADEMIC OFFICER, CHIEF BUSINESS OFFICER, CHIEF DEVELOPMENT OFFICER, CHIEF ENROLLMENT OFFICER, CHIEF INCLUSION OFFICER, GENERAL COUNSEL AND DEAN OF STUDENT LIFE. THE STUDY DOCUMENTS THE SALARIES AND BENEFITS OF THOSE IN SIMILAR POSITIONS WITHIN HIGHER EDUCATION COMPARING DATA FROM CENTENNIAL CONFERENCE COLLEGES, PA COLLEGES AND D3 COLLEGES. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE PRESIDENT OF THE COLLEGE AND REVIEWS AND APPROVES THE COMPENSATION RECOMMENDATIONS OF THE PRESIDENT. FOR THE PRESIDENT, THE STUDY PREPARED BY ASSOCIATE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION IS DONE IN COORDINATION WITH A CLIENT PARTNER IN KORN FERRY. THIS INFORMATION IS THEN SHARED WITH THE CHAIR OF THE BOARD AS SUPPORTING DOCUMENTATION FOR THE DISCUSSION OF COMPENSATION IN THE EXECUTIVE COMMITTEE MEETING. THIS IS VOTED ON AND APPROVED IN THE EXECUTIVE COMPENSATION SUBCOMMITTEE AND THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | URSINUS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORMS 990 AND 990-T AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS AND FORMS 990 AND 990-T ARE ALSO AVAILABLE ON THE COLLEGE'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | ACTUARIAL LOSS ON ANNUITY LIABILITY -82,295. CHANGE IN VALUE OF LIFE INSURANCE ANNUITIES 19,196. CHANGE IN CASH SURRENDER VALUE -14,376. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FKB I IRREVOCABLE UNITRUST | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 237792047 | CRUT | PA | URSINUS COLLEGE | T | $16,217 | $210,469 | 1.00000 | 0 |
| FKB I2 IRREVOCABLE UNITRUST | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 237876947 | CRUT | PA | URSINUS COLLEGE | T | $7,151 | $96,844 | 1.00000 | 0 |
| NBC CHARITABLE REMAINDER UNITRUST 203 | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 061707189 | CRUT | PA | URSINUS COLLEGE | T | $6,021 | $80,488 | 1.00000 | 0 |
| TG & NBD UNITRUST #1 | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 046609384 | NIMCRUT | PA | URSINUS COLLEGE | T | $8,397 | $544,546 | 1.00000 | 0 |
| TG & NBD UNITRUST #2 | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 351877131 | CRUT | PA | URSINUS COLLEGE | T | $217,739 | $1,147,478 | 1.00000 | 0 |
| JRH III CRUT | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 206592857 | CRUT | PA | URSINUS COLLEGE | T | $20,793 | $203,570 | 1.00000 | 0 |
| DEP IRREVOCABLE TRUST | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 351843690 | NIMCRUT | PA | URSINUS COLLEGE | T | $4,852 | $343,268 | 1.00000 | 0 |
| DE & J P CRAT 2003 | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 206150264 | CRAT | PA | URSINUS COLLEGE | T | $388 | $6,973 | 1.00000 | 0 |
| DE & J P CRAT 2004 | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 202431466 | CRAT | PA | URSINUS COLLEGE | T | $427 | $7,167 | 1.00000 | 0 |
| DE & J P CRAT 2005 | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 203933584 | CRAT | PA | URSINUS COLLEGE | T | $475 | $7,601 | 1.00000 | 0 |
| D & J P CRAT 2006 | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 205953832 | CRAT | PA | URSINUS COLLEGE | T | $248 | $5,542 | 1.00000 | 0 |
| D & J P CRAT 2007 | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 266092894 | CRAT | PA | URSINUS COLLEGE | T | $387 | $6,816 | 1.00000 | 0 |
| D & J P CRAT 2008 | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 266419431 | CRAT | PA | URSINUS COLLEGE | T | $427 | $7,319 | 1.00000 | 0 |
| D & J P CRAT 2009 | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 276425823 | CRAT | PA | URSINUS COLLEGE | T | $661 | $9,550 | 1.00000 | 0 |
| D & J P CRAT 2010 | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 276941685 | CRAT | PA | URSINUS COLLEGE | T | $459 | $7,462 | 1.00000 | 0 |
| RT & KKS IRREVOCABLE TRUST | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 351924645 | CRUT | PA | URSINUS COLLEGE | T | $6,513 | $66,226 | 1.00000 | 0 |
| JS FAM CRUT | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 207128566 | NICRUT | PA | URSINUS COLLEGE | T | $4,057 | $41,296 | 1.00000 | 0 |
| AGS CRUT 2004 | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 202431457 | CRUT | PA | URSINUS COLLEGE | T | $6,823 | $69,615 | 1.00000 | 0 |
| JD & BC ANON CRUT | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 811396754 | CRUT | PA | URSINUS COLLEGE | T | $117,939 | $1,144,942 | 1.00000 | 0 |
| URSINUS COLLEGE POOLED INCOME FUND | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 236732370 | PIF | PA | URSINUS COLLEGE | T | $90,576 | 1.00000 | 0 | |
| C & E G CRUT | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 876381866 | CRUT | PA | URSINUS COLLEGE | T | $21,775 | $63,071 | 1.00000 | 0 |
| VR CRUT 2022 | ||||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 876990684 | CRUT | PA | URSINUS COLLEGE | T | $59,574 | $1,207,475 | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |