WASHINGTON AND JEFFERSON COLLEGE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON AND JEFFERSON COLLEGE (EIN 25-0965601)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-08
- IRS object ID
- 202431299349300548
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T12:39:10-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 250965601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON & JEFFERSON COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WASH | BusinessNameControlTxt |
| Phone | 7242236009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 S LINCOLN STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN C KNAPP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7242236009 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | KNAPP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH R PIOT | PreparerPersonNm |
| PTIN | P01358891 | PTIN |
| Phone | 4122613644 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | JOHN C KNAPP | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 S LINCOLN STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $148,297,480 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WASHJEFF.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1781 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE EDUCATION, THE DEVELOPMENT OF SKILLS, KNOWLEDGE, AND PERSONAL QUALITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 1012 | TotalEmployeeCnt |
| Total Volunteers | 274 | TotalVolunteersCnt |
| Total Gross UBI | $57,700 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $24 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,230,548 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,525,592 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $70,612,505 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $71,678,550 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,575,041 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,852,122 | CYInvestmentIncomeAmt |
| PY Other Revenue | $276,194 | PYOtherRevenueAmt |
| CY Other Revenue | $233,238 | CYOtherRevenueAmt |
| PY Total Revenue | $89,694,288 | PYTotalRevenueAmt |
| CY Total Revenue | $107,289,502 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,935,359 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $39,689,309 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,359,583 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,294,641 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $75,085 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $54,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,819,641 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,421,440 | PYOtherExpensesAmt |
| CY Other Expenses | $28,215,131 | CYOtherExpensesAmt |
| PY Total Expenses | $92,791,467 | PYTotalExpensesAmt |
| CY Total Expenses | $95,253,081 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,097,179 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,036,421 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $308,254,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $316,708,859 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $63,117,917 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,055,500 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $245,136,695 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $255,653,359 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO GRADUATE PEOPLE OF UNCOMMON INTEGRITY, COMPETENCE, AND MATURITY, WHO ARE EFFECTIVE LIFELONG LEARNERS AND RESPONSIBLE CITIZENS, AND WHO ARE PREPARED TO CONTRIBUTE SUBSTANTIALLY TO THE WORLD IN WHICH THEY LIVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $73,817,850 | ExpenseAmt |
| Grant | $39,689,309 | GrantAmt |
| Revenue | $70,165,612 | RevenueAmt |
| Desc | WASHINGTON & JEFFERSON COLLEGE, FOUNDED IN 1781, IS KNOWN FOR ITS HIGHLY CUSTOMIZED AND INTELLECTUALLY ENGAGING STUDENT EXPERIENCE THAT DEVELOPS PROFESSIONALS OF UNCOMMON INTEGRITY TO LEAD IN AN EVER-CHANGING WORLD. THE COLLEGE OFFERS MORE THAN 60 AREAS OF STUDY THAT ALLOW OUR STUDENTS TO TAILOR THEIR ACADEMIC EXPERIENCE TO THE TOPICS THAT MATCH THEIR AMBITIONS. STATISTICS - UNDERGRADUATE STUDENTS: 1,105 FULL-TIME EQUIVALENT STUDENTS AND 288 GRADUATES.SEE SCHEDULE O FOR CONTINUATIONTHE FOUR HALLMARKS OF THIS EXPERIENCE ARE "CUSTOMIZED JOURNEYS," A UNIQUE, LIFE-CYCLE APPROACH TO SELF-DISCOVERY, ACADEMIC ADVISING AND CAREER DEVELOPMENT; "INTELLECTUAL ENGAGEMENT," INCLUDING A REQUIREMENT TO STUDY BROADLY IN TWO DIFFERENT ACADEMIC AREAS; "PROFESSIONAL READINESS," INDIVIDUALIZED DEVELOPMENTAL EXPERIENCES INCLUDING A REQUIRED PRACTICUM RELEVANT TO A DESIRED CAREER; AND "ETHICAL LEADERSHIP," A FOUR-YEAR CURRICULAR AND CO-CURRICULAR PROGRAM FOR ALL STUDENTS TO DEVELOP COMPETENCIES IN CONFLICT RESOLUTION, CIVIL DISCOURSE, PROFESSIONALISM, AND SERVICE TO OTHERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,445,786 | ExpenseAmt |
| Revenue | $1,474,132 | RevenueAmt |
| Desc | WASHINGTON & JEFFERSON COLLEGE OFFERS AUXILIARY SERVICES SUCH AS THE OPERATION OF THE CAMPUS STORE, CONFERENCES & EVENTS, LAUNDRY, AND DINING TO ENHANCE THE OVERALL EXPERIENCE OF ITS STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $85,263,636 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 1634 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1012 | 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 | 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T SZEJKO ASSOC VP FOR BUS & FINANCECONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7242236009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 S LINCOLN STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN C KNAPP | |||||||||
| PRESIDENT | 70.00 | 0.00 | Yes (X) | Yes (X) | $391,291 | $0 | $97,906 | ||
| DONNA HALEY GRIER | |||||||||
| CHAIRMAN | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| REYNOLD PETE W MOONEY | |||||||||
| FIRST VICE CHAIRMAN | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DIANA L REED | |||||||||
| VICE CHAIRMAN | 2.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN M ROSS | |||||||||
| VICE CHAIRMAN | 2.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH H MENENDEZ | |||||||||
| TREASURER | 2.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE BAUER | |||||||||
| SECRETARY | 2.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN C BURNS | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LYN M DYSTER PHD | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH T GHEZZI | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT M HOWARD | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REV MARK JOHNSON SR | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLYDE B JONES III | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUET KAM LAM | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES F MARCY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY E MASSIE-STORY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH R MELANI | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PEGGY NORTHROP | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| B JOHN PENDLETON JR | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID A ROSS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE K ROSS | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| E RONALD SALVITTI II | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D SIMON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JIMIL B WILSON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES IRWIN VP FOR | |||||||||
| BUSINESS & FINANCE/CFO (EXIT 06/23) | 60.00 | 0.00 | Yes (X) | $193,839 | $0 | $26,346 | |||
| CAROLYN CAMPBELL-GOLDEN VP | |||||||||
| FOR DEVELOPMENT & ALUMNI ENGAGEMENT | 60.00 | 0.00 | $217,308 | $0 | $21,543 | Yes (X) | |||
| JEFFREY FRICK VP FOR | |||||||||
| ACADEMIC AFFAIRS/DEAN OF COLLEGE | 60.00 | 0.00 | $199,743 | $0 | $25,723 | Yes (X) | |||
| EVA CHATTERJEE-SUTTON VP FOR | |||||||||
| STUDENT LIFE/DEAN OF STUDENTS | 60.00 | 0.00 | $137,941 | $0 | $44,723 | Yes (X) | |||
| THOMAS SZEJKO ASSOCIATE VP | |||||||||
| BUSINESS & FINANCE/CONTROLLER | 60.00 | 0.00 | $144,171 | $0 | $18,569 | Yes (X) | |||
| NEAL JACKSON ASSOCIATE VP | |||||||||
| OF DEVELOPMENT | 50.00 | 0.00 | $140,782 | $0 | $17,104 | Yes (X) | |||
| KERRI LACOCK ASSOCIATE VP | |||||||||
| FOR ALUMNI ENGAGEMENT & DEVELOPMENT | 50.00 | 0.00 | $132,043 | $0 | $25,375 | Yes (X) | |||
| MICHAEL TIMKO ASSOCIATE VP | |||||||||
| FOR TECHNOLOGY | 50.00 | 0.00 | $128,485 | $0 | $13,585 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,685,603 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $290,874 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | 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 |
|---|---|---|---|---|---|
| METZ CULINARY MANAGEMENT | |||||
| TWO WOODLAND DRIVE | DALLAS | PA | 18612 | FOOD SERVICES | $3,954,190 |
| 3 ENROLLMENT MARKETING | |||||
| 352 MAIN STREET 333 | ONEONTA | NY | 13820 | MARKETING SERVICES | $493,030 |
| SODEXO INC | |||||
| PO BOX 360170 | PITTSBURGH | PA | 152516170 | MAINTENANCE | $357,662 |
| CHADWICK CONTRACTING LLC | |||||
| 3854 JEFFERSON AVE | WASHINGTON | PA | 15301 | CONSTRUCTION | $341,950 |
| JOHNSON CONTROLS FIRE PROTECTION LP | |||||
| DEPT CH 10320 | PALATINE | IL | 600550320 | MAINTENANCE | $308,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,835,883 | GovernmentGrantsAmt |
| All Other Contributions | $18,689,709 | AllOtherContributionsAmt |
| Noncash Contributions | $895,100 | NoncashContributionsAmt |
| Total Contributions | $24,525,592 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611310 | $55,745,038 | $55,745,038 | |
| STUDENT SERVICES | 611310 | $14,797,677 | $14,797,677 | |
| AUXILIARY PROGRAM SERVICES | 611310 | $1,135,835 | $1,097,029 | $38,806 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $71,678,550 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,318,308 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $18,894 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,299,414 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $189,002 | TotalRevenueColumnAmt |
| Exclusion | $189,002 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $53,841 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $126,161 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$72,320 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$72,320 | TotalRevenueColumnAmt |
| Exclusion | -$72,320 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,141,236 | SecuritiesAmt |
| Other | $52,654 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,633,749 | SecuritiesAmt |
| Other | $26,327 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,507,487 | SecuritiesAmt |
| Other | $26,327 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,533,814 | TotalRevenueColumnAmt |
| Exclusion | $9,533,814 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $338,297 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $221,741 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116,556 | TotalRevenueColumnAmt |
| Exclusion | $116,556 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,289,502 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,639,744 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $57,700 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,066,466 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,331,675 | TotalAmt |
| Program Services | $39,331,675 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,634 | TotalAmt |
| Program Services | $357,634 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,199,130 | TotalAmt |
| Program Services | $248,644 | ProgramServicesAmt |
| Management And General | $689,730 | ManagementAndGeneralAmt |
| Fundraising | $260,756 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,591,103 | TotalAmt |
| Program Services | $16,208,354 | ProgramServicesAmt |
| Management And General | $2,501,061 | ManagementAndGeneralAmt |
| Fundraising | $881,688 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,292,899 | TotalAmt |
| Program Services | $1,056,362 | ProgramServicesAmt |
| Management And General | $176,343 | ManagementAndGeneralAmt |
| Fundraising | $60,194 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,704,323 | TotalAmt |
| Program Services | $2,641,065 | ProgramServicesAmt |
| Management And General | $924,864 | ManagementAndGeneralAmt |
| Fundraising | $138,394 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,507,186 | TotalAmt |
| Program Services | $1,251,684 | ProgramServicesAmt |
| Management And General | $187,589 | ManagementAndGeneralAmt |
| Fundraising | $67,913 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,294 | TotalAmt |
| Program Services | $372,508 | ProgramServicesAmt |
| Management And General | $17,786 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,326 | TotalAmt |
| Program Services | $4,201 | ProgramServicesAmt |
| Management And General | $203,125 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,525 | TotalAmt |
| Management And General | $150,525 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,000 | TotalAmt |
| Fundraising | $54,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,250 | TotalAmt |
| Management And General | $45,250 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,965,191 | TotalAmt |
| Program Services | $3,749,071 | ProgramServicesAmt |
| Management And General | $203,341 | ManagementAndGeneralAmt |
| Fundraising | $12,779 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,359 | TotalAmt |
| Program Services | $92,602 | ProgramServicesAmt |
| Management And General | $279,757 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,673 | TotalAmt |
| Program Services | $466,084 | ProgramServicesAmt |
| Management And General | $77,452 | ManagementAndGeneralAmt |
| Fundraising | $92,137 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $930,155 | TotalAmt |
| Program Services | $699,931 | ProgramServicesAmt |
| Management And General | $207,649 | ManagementAndGeneralAmt |
| Fundraising | $22,575 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,143,401 | TotalAmt |
| Program Services | $3,021,138 | ProgramServicesAmt |
| Management And General | $120,514 | ManagementAndGeneralAmt |
| Fundraising | $1,749 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,266 | TotalAmt |
| Program Services | $243,523 | ProgramServicesAmt |
| Management And General | $203,871 | ManagementAndGeneralAmt |
| Fundraising | $118,872 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,709 | TotalAmt |
| Program Services | $429,345 | ProgramServicesAmt |
| Management And General | $404,481 | ManagementAndGeneralAmt |
| Fundraising | $84,883 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,893,161 | TotalAmt |
| Program Services | $1,893,161 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,812,781 | TotalAmt |
| Program Services | $7,536,049 | ProgramServicesAmt |
| Management And General | $276,732 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,725 | TotalAmt |
| Program Services | $556,876 | ProgramServicesAmt |
| Management And General | $27,621 | ManagementAndGeneralAmt |
| Fundraising | $16,228 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STUDENT ACADEMIC /PROGR | $2,310,192 | $2,003,999 | $306,193 |
| ATHLETIC & GAME EXPENSE | $1,108,725 | $1,107,561 | $1,164 |
| STUDENT RECRUITING COST | $1,066,010 | $1,066,010 | |
| BAD DEBT EXPENSE | $239,604 | $735 | $238,869 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,858,784 | TotalAmt |
| Program Services | $925,424 | ProgramServicesAmt |
| Management And General | $925,887 | ManagementAndGeneralAmt |
| Fundraising | $7,473 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,253,081 | TotalAmt |
| Program Services | $85,263,636 | ProgramServicesAmt |
| Management And General | $8,169,804 | ManagementAndGeneralAmt |
| Fundraising | $1,819,641 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,300,485 | BOYAmt |
| EOY | $14,393,474 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,492,726 | BOYAmt |
| EOY | $15,325,227 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,955,464 | BOYAmt |
| EOY | $2,586,220 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,508 | BOYAmt |
| EOY | $396,588 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,658 | BOYAmt |
| EOY | $126,510 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,521,690 | BOYAmt |
| EOY | $1,420,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $282,591,619 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $134,947,146 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,668,784 | BOYAmt |
| EOY | $147,644,473 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,639,007 | BOYAmt |
| EOY | $71,267,890 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,051,290 | BOYAmt |
| EOY | $63,543,013 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,254,612 | BOYAmt |
| EOY | $316,708,859 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,199,595 | BOYAmt |
| EOY | $2,421,532 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,109 | BOYAmt |
| EOY | $1,013,341 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,761,126 | BOYAmt |
| EOY | $47,371,495 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,386,087 | BOYAmt |
| EOY | $10,249,132 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,117,917 | BOYAmt |
| EOY | $61,055,500 | 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 | $115,635,705 | BOYAmt |
| EOY | $115,313,469 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,500,990 | BOYAmt |
| EOY | $140,339,890 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,136,695 | BOYAmt |
| EOY | $255,653,359 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,254,612 | BOYAmt |
| EOY | $316,708,859 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,036,421 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,343,573 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$176,184 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,334,037 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,538,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,321,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,230,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,525,592 | CurrentTaxYearAmt |
| Total | $59,950,570 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,334,037 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,538,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,321,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,230,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,525,592 | CurrentTaxYearAmt |
| Total | $59,950,570 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,483,159 | SubstantialContributorsTotAmt |
| Public Support Total170 | $41,467,411 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,054,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,404,652 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,749,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,533,778 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,542,257 | CurrentTaxYearAmt |
| Total | $9,284,894 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,348 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $1,024 | CurrentTaxYearAmt |
| Total | $53,372 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $69,288,836 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $365,166,775 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $95,600,983 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $95,600,983 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 1.43 | TotalAcreageCnt |
| Historic Structure Easements | 1 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 16.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $137,190,814 | BeginningYearBalanceAmt |
| Contributions | $2,588,476 | ContributionsAmt |
| Investment Earnings Or Losses | $8,536,704 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,915,120 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,108,107 | OtherExpendituresAmt |
| End Year Balance | $139,292,767 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $154,659,668 | BeginningYearBalanceAmt |
| Contributions | $4,224,020 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,135,039 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,761,227 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,796,608 | OtherExpendituresAmt |
| End Year Balance | $137,190,814 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,019,087 | BeginningYearBalanceAmt |
| Contributions | $3,060,896 | ContributionsAmt |
| Investment Earnings Or Losses | $35,848,576 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,749,025 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,519,866 | OtherExpendituresAmt |
| End Year Balance | $154,659,668 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $136,317,355 | BeginningYearBalanceAmt |
| Contributions | $1,694,663 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,996,964 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,480,612 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,515,355 | OtherExpendituresAmt |
| End Year Balance | $127,019,087 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,241,803 | BeginningYearBalanceAmt |
| Contributions | $1,939,456 | ContributionsAmt |
| Investment Earnings Or Losses | $4,547,921 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,230,548 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,181,277 | OtherExpendituresAmt |
| End Year Balance | $136,317,355 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14730 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14870 | 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 | $11,065,530 | OtherCostOrOtherBasisAmt |
| Book Value | $11,065,530 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $223,178,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $95,071,923 | DepreciationAmt |
| Book Value | $128,106,594 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,897,669 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,625,442 | DepreciationAmt |
| Book Value | $8,272,227 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,449,903 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,249,781 | DepreciationAmt |
| Book Value | $200,122 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $147,644,473 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $200,005 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN LIMITED PARTNERSHIPS | $20,806,926 | F |
| INVEST. IN OTHER HEDGE FUNDS | $33,694,667 | F |
| INVESTMENTS - REAL ESTATE | $1,919,970 | C |
| CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES | $511,032 | F |
| SECURITIES HELD IN TRUST BY OTHERS | $6,410,413 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $63,543,013 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| POSTRETIREMENT HEALTHCARE BENEFITS | $2,410,080 |
| FED. GOV ADVANCES FOR STUDENT LOANS | $794,533 |
| LIABILITIES UNDER LIFE INTEREST AGREEMENT | $5,983,083 |
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $1,061,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,249,132 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $66,428,338 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,343,573 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $171,718 | OtherRevenueAmt |
| Revenue Not Reported | -$1,171,855 | RevenueNotReportedAmt |
| Revenue Subtotal | $67,600,193 | RevenueSubtotalAmt |
| Other Revenues Not Included | $39,689,309 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $39,689,309 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $107,289,502 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $55,911,674 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $347,902 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $347,902 | ExpensesNotReportedAmt |
| Expenses Subtotal | $55,563,772 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $39,689,309 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $39,689,309 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $95,253,081 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | WASHINGTON AND JEFFERSON COLLEGE DOES NOT INCLUDE A FOOTNOTE IN THE AUDITED FINANCIAL STATEMENTS RELATED TO CONSERVATION EASEMENTS, HOWEVER, THE PROPERTY SUBJECT TO THE CONSERVATION EASEMENT IS INCLUDED AS AN ASSET WITHIN THE FINANCIAL STATEMENTS OF THE COLLEGE. |
| PART III, LINE 1A: | THE COLLEGE'S COLLECTIONS INCLUDE PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, DRAWINGS AND WATERCOLORS, AND DECORATIVE ARTS. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENDITURES IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. |
| PART III, LINE 4: | COLLECTIONS ARE USED TO FURTHER THE EDUCATIONAL PURPOSES OF THE COLLEGE. |
| PART V, LINE 4: | THE COLLEGE'S ENDOWMENT CONSISTS OF VARIOUS INVESTMENT FUNDS ESTABLISHED PRIMARILY FOR SUPPORT OF THE COLLEGE'S MISSION. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED AS WELL AS BOARD-DESIGNATED ENDOWMENT FUNDS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE COLLEGE TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE TRUSTEES OF THE COLLEGE HAVE ELECTED TO BE GOVERNED BY THE COMMONWEALTH OF PENNSYLVANIA'S ACT 141 (ACT 141). ACT 141 PERMITS UTILIZATION OF A TOTAL RETURN POLICY THAT ALLOW A NONPROFIT TO CHOOSE TO TREAT A PERCENTAGE BETWEEN 2% AND 7% OF THE AVERAGE MARKET VALUE OF THE ENDOWMENT'S INVESTMENTS WITH DONOR RESTRICTIONS AS INCOME EACH YEAR. HOWEVER, THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE ASSETS MUST BE TAKEN INTO CONSIDERATION WHEN THE BOARD ELECTS THE AMOUNT. ON AN ANNUAL BASIS, THE COLLEGE ELECTS A SPENDING RATE NOT TO EXCEED 7%, FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, AS APPROVED BY THE BOARD. THE COLLEGE CLASSIFIES NET ASSETS WITH DONOR RESTRICTIONS AS THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT. EARNINGS ON THESE GIFTS ARE ACCUMULATED IN NET ASSETS WITH DONOR RESTRICTIONS. IN ACCORDANCE WITH ACT 141, THE COLLEGE HAS ADOPTED A WRITTEN INVESTMENT POLICY, OF WHICH A SECTION SPECIFICALLY RELATES TO THE ENDOWMENT FUND. THE COLLEGE CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO SET A SPENDING RATE: 1. PROTECTING THE CORPUS OF THE ENDOWMENT FUND. 2. PRESERVING THE SPENDING POWER OF THE ASSETS. 3. OBTAINING MAXIMUM INVESTMENT RETURN WITH REASONABLE RISK AND OPERATIONAL CONSIDERATION. 4. COMPLYING WITH APPLICABLE LAWS. |
| PART X, LINE 2: | PROVISION FOR FEDERAL TAXES ON INCOME HAS NOT BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS, SINCE THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE COLLEGE IS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE COLLEGE HAS BEEN FURTHER CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1) AND 170(1)(A) OF THE IRC. HOWEVER, TO THE EXTENT THAT SOME AUXILIARY REVENUES EXCEED THE RELATED EXPENSES, THEY ARE CONSIDERED UNRELATED BUSINESS INCOME AND SUBJECT TO INCOME TAX. THE COLLEGE FOLLOWS THE PROVISIONS OF THE FASB CODIFICATION TOPIC RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. THE COLLEGE'S STATEMENTS OF FINANCIAL POSITION AT JUNE 30, 2023 AND 2022 DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER, THE COLLEGE HAS NO UNRECOGNIZED TAX BENEFITS. THE COLLEGE BELIEVES THAT IT IS NO LONGER SUBJECT TO EXAMINATION OF ITS TAX RETURNS FOR YEARS PRIOR TO 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COSTS OF GOODS SOLD 221,741. RENTAL EXPENSES 126,161. CHANGES IN VALUE OF SPLIT-INTEREST AGREEMENTS -176,184. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT FINANCIAL AID 39,689,309. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COSTS OF GOODS SOLD 221,741. RENTAL EXPENSES 126,161. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT FINANCIAL AID 39,689,309. |
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 | WASHINGTON AND JEFFERSON COLLEGE ACTIVELY RECRUITS STUDENTS IN ALL 50 STATES, WASHINGTON, D.C., PUERTO RICO, THE VIRGIN ISLANDS AND VARIOUS INTERNATIONAL COUNTRIES. IT IS THE OPINION OF THE COLLEGE THAT IT WOULD BE COST PROHIBITIVE TO PUBLICIZE THE COLLEGE'S NONDISCRIMINATION POLICY (AS TO RACE, COLOR, SEX, HANDICAP, AGE, OR NATIONAL ORIGIN) THROUGH NEWSPAPER OR BROADCAST MEDIA IN SUCH A LARGE GEOGRAPHICAL AREA. THE COLLEGE'S RACIAL NONDISCRIMINATION POLICY (AND OTHER AFOREMENTIONED NONDISCRIMINATORY POLICIES) ARE PUBLISHED IN THE COLLEGE'S CATALOGUES, PROGRAM PROFILES, FINANCIAL AID BROCHURE, APPLICATION FORM, COLLEGE PUBLICATIONS AND OTHER WRITTEN COMMUNICATIONS WHICH ARE ROUTINELY PROVIDED TO ALL PROSPECTIVE STUDENTS. THIS POLICY IS ALSO POSTED ON THE COLLEGE'S INTERNET WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | IN THE COURSE OF OUR BUSINESS AS A COLLEGE, THE INSTITUTION RECEIVES FEDERAL GRANTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (17 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD/INTERNATIONAL VENDORS | $45,472 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD/INTERNATIONAL VENDORS | $305,782 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD/INTERNATIONAL VENDORS | $6,805 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD/INTERNATIONAL VENDORS | $7,247 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD/INTERNATIONAL VENDORS | $40,949 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD/INTERNATIONAL VENDORS | $1,345 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD/INTERNATIONAL VENDORS | $14,138 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD/INTERNATIONAL VENDORS | $1,380 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD/INTERNATIONAL VENDORS | $15,888 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | MAXWELL/MAGELLAN AWARDS | $300 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | MAXWELL/MAGELLAN AWARDS | $26,063 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | MAXWELL/MAGELLAN AWARDS | $4,166 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | STUDENT AID | $41,300 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | STUDENT AID | $207,660 |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | STUDENT AID | $58,645 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | STUDENT AID | $19,500 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $19,435,918 |
| 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 | $423,118 | SubtotalSpentAmt |
| Continuation Spent | $19,809,440 | ContinuationSpentAmt |
| Total Spent | $20,232,558 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| STUDENT AID | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 4 | $45,466 | CREDIT TO STUDENT'S ACCOUNTS FOR FINANCIAL AID | $0 | N/A | N/A |
| STUDENT AID | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 22 | $233,723 | CREDIT TO STUDENT'S ACCOUNTS FOR FINANCIAL AID | $0 | N/A | N/A |
| STUDENT AID | SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 2 | $58,645 | CREDIT TO STUDENT'S ACCOUNTS FOR FINANCIAL AID | $0 | N/A | N/A |
| STUDENT AID | RUSSIA AND NEIGHBORING STATES | 1 | $19,500 | CREDIT TO STUDENT'S ACCOUNTS FOR FINANCIAL AID | $0 | N/A | N/A |
| STUDENT AID | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $300 | CREDIT TO STUDENT'S ACCOUNTS FOR FINANCIAL AID | $0 | N/A | N/A |
| 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 | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE GRANT FUNDS AWARDED TO STUDENTS ARE APPLIED DIRECTLY TO THEIR STUDENT ACCOUNTS. USAGE IS MONITORED BY VIRTUE OF DIRECT ACCOUNT POSTING. ELIGIBILITY AND AWARDING OF THE GRANTS IS DETERMINED BY THE FINANCIAL AID OFFICE. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER HAAS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3520 PIEDMONT ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $54,000 | RetainedByContractorAmt |
| Net To Organization | -$54,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $54,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$54,000 | TotalNetToOrganizationAmt |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
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 | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| SCHOLARSHIPS AND STUDENT AID | 1124 | $38,863,966 | N/A | N/A |
| STUDENT ASSISTANCE FOR ACADEMIC SUPPORT | 8 | $372,090 | N/A | N/A |
| STUDENT ASSISTANCE, STUDENT AWARDS | 88 | $95,619 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS AWARDED TO STUDENTS ARE APPLIED DIRECTLY TO THEIR STUDENT ACCOUNTS. USAGE IS MONITORED BY VIRTUE OF DIRECT ACCOUNT POSTING. ELIGIBILITY AND AWARDING OF THE GRANTS IF DETERMINED BY THE FINANCIAL AID OFFICE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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 |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN C KNAPP | ||||||||||||||
| PRESIDENT | $388,273 | $0 | $0 | $0 | $3,018 | $0 | $34,884 | $0 | $63,022 | $0 | $489,197 | $0 | $0 | $0 |
| CAROLYN CAMPBELL-GOLDEN VP | ||||||||||||||
| FOR DEVELOPMENT & ALUMNI ENGAGEMENT | $215,805 | $0 | $0 | $0 | $1,503 | $0 | $8,512 | $0 | $13,031 | $0 | $238,851 | $0 | $0 | $0 |
| JEFFREY FRICK VP FOR | ||||||||||||||
| ACADEMIC AFFAIRS/DEAN OF COLLEGE | $192,425 | $0 | $0 | $0 | $7,318 | $0 | $7,904 | $0 | $17,819 | $0 | $225,466 | $0 | $0 | $0 |
| JAMES IRWIN VP FOR | ||||||||||||||
| BUSINESS & FINANCE/CFO (EXIT 06/23) | $183,133 | $0 | $0 | $0 | $10,706 | $0 | $7,499 | $0 | $18,847 | $0 | $220,185 | $0 | $0 | $0 |
| EVA CHATTERJEE-SUTTON VP FOR | ||||||||||||||
| STUDENT LIFE/DEAN OF STUDENTS | $136,558 | $0 | $0 | $0 | $1,383 | $0 | $5,960 | $0 | $38,763 | $0 | $182,664 | $0 | $0 | $0 |
| THOMAS SZEJKO ASSOCIATE VP | ||||||||||||||
| BUSINESS & FINANCE/CONTROLLER | $142,308 | $0 | $0 | $0 | $1,863 | $0 | $5,846 | $0 | $12,723 | $0 | $162,740 | $0 | $0 | $0 |
| NEAL JACKSON ASSOCIATE VP | ||||||||||||||
| OF DEVELOPMENT | $139,972 | $0 | $0 | $0 | $810 | $0 | $5,877 | $0 | $11,227 | $0 | $157,886 | $0 | $0 | $0 |
| KERRI LACOCK ASSOCIATE VP | ||||||||||||||
| FOR ALUMNI ENGAGEMENT & DEVELOPMENT | $130,841 | $0 | $0 | $0 | $1,202 | $0 | $5,652 | $0 | $19,723 | $0 | $157,418 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | TRAVEL FOR COMPANIONS: THE COLLEGE IS NOT REIMBURSED FOR THE TRAVEL COSTS INCURRED BY THE CURRENT PRESIDENT'S SPOUSE. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: FOR THE COLLEGE'S CONVENIENCE AND TO ENABLE THE VP FOR STUDENT LIFE/DEAN OF STUDENTS AND COLLEGE PRESIDENT TO CARRY OUT THEIR RESPONSIBILITIES, THE COLLEGE REQUIRES THE VP FOR STUDENT LIFE/DEAN OF STUDENTS AND PRESIDENT TO LIVE ON CAMPUS IN HOUSING THAT IS PROVIDED BY THE COLLEGE. CLUB MEMBERSHIPS: IN ORDER THAT THE PRESIDENT MAY ENTERTAIN POTENTIAL DONORS AND OTHER BUSINESS ASSOCIATES OF THE COLLEGE, THE COLLEGE PAYS FOR MEMBERSHIP AT THE DUQUESNE CLUB. ALL PERSONAL CHARGES ARE THE PRESIDENT'S RESPONSIBILITY. IN ADDITION, TO ENCOURAGE EDUCATIONAL AND GOOD BUSINESS RELATIONSHIPS, WASHINGTON & JEFFERSON COLLEGE MAKES AVAILABLE SOCIAL CLUB MEMBERSHIPS TO THE PRESIDENT AND SELECT SENIOR MANAGEMENT. | 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 | WASHINGTON COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 251437320 | BondIssuerEIN |
| CUSIP | 938598BQ1 | CUSIPNum |
| Bond Issued | 2017-12-21 | BondIssuedDt |
| Issue Price | $57,234,942 | IssuePriceAmt |
| Purpose | REFUNDING OF 2010 SERIES | 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 |
| Total Proceeds | $57,234,942 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $479,595 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $56,755,347 | OtherSpentProceedsAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | 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 | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHINSEN & SALVITTI INSURANCE GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | MAJORITY OWNER | RelationshipDescriptionTxt |
| Transaction | $547,818 | TransactionAmt |
| Transaction | CURRENT TRUSTEE HAS OWNERSHIP INTEREST IN INSURANCE PROVIDER. THE TRANSACTION INCLUDES AMOUNTS PAID TO INSURANCE POLICY PROVIDERS AND INSURANCE BROKERAGE FEES. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $895,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| 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 VALUE IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS OF NONCASH CONTRIBUTIONS DURING THE FISCAL YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL HAVE THE FULL POWER OF THE BOARD OF TRUSTEES AT ALL TIMES WHEN THE BOARD OF TRUSTEES IS NOT IN SESSION, EXCEPT FOR: THE ELECTION OF THE TRUSTEES AND OFFICERS OF THE BOARD; THE AMENDMENT OR REPEAL OF THE COLLEGE CHARTER OR BYLAWS, OR ANY RESOLUTION OF THE BOARD; THE CREATION OR DISSOLUTION OF COMMITTEES OF THE BOARD; THE ELECTION AND TERMINATION OF THE PRESIDENT OF THE COLLEGE; THE AWARDING OF DEGREES AND TENURE; THE APPROVAL OF THE ANNUAL BUDGET AND COMPREHENSIVE FEE (TUITION, FEES, ROOM AND BOARD); THE ACCEPTANCE OF AUDITED STATEMENTS; THE APPROVAL OF DEBT AND INVESTMENT POLICIES; AND CHANGES TO THE COLLEGE'S MISSION STATEMENT; PROVIDED, HOWEVER, THAT THE EXECUTIVE COMMITTEE MAY TAKE ANY SUCH EXCEPTED ACTION, OR ANY OTHER ACTION, IF AND TO THE EXTENT SPECIFICALLY AUTHORIZED BY A RESOLUTION OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE MAY AUTHORIZE, WITHIN ANY TWELVE-MONTH PERIOD, EXPENDITURES UP TO $500,000 IN CONNECTION WITH THE DAY-TO-DAY OPERATION OF THE COLLEGE, PRESSING CIRCUMSTANCES AND FAVORABLE OPPORTUNITIES; PROVIDED THAT THE COMMITTEE (1) DULY CONSIDERS THE NATURE, IMPORTANCE AND COST OF THE PARTICULAR MATTER, THE IMPORTANCE OF TIMING, THE LENGTH OF TIME UNTIL THE NEXT BOARD MEETING, AND THE DESIRABILITY OF FULL BOARD APPROVAL; (2) OBTAINS THE APPROVAL OF THE CHAIRS OF ALL APPROPRIATE COMMITTEES, AND (3) DETERMINES THAT ANY SUCH EXPENDITURE IS FISCALLY PRUDENT AND CONSISTENT WITH THE MISSION OF THE COLLEGE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE ASSOCIATE VICE PRESIDENT FOR BUSINESS & FINANCE/CONTROLLER AND THE VP FOR BUSINESS & FINANCE/CFO. HIGHLIGHTS OF THE FORM ARE THEN REVIEWED WITH THE PRESIDENT OF THE COLLEGE. A COMPLETE COPY OF FORM 990 IS AVAILABLE TO THE BOARD ONLINE, FOR THEIR REVIEW, AND IS PRESENTED TO THE AUDIT COMMITTEE FOR THEIR REVIEW AND APPROVAL, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST QUESTIONNAIRES ARE SENT ANNUALLY TO THE BOARD OF TRUSTEES AND SENIOR STAFF. THEY ARE RETURNED TO THE TITLE IX AND COMPLIANCE OFFICER, WHO REVIEWS THE QUESTIONNAIRES AND PREPARES A SUMMARY OF THE RESPONSES. THE SUMMARY IS SENT TO THE PRESIDENT, AUDIT AND RISK MANAGEMENT COMMITTEE CHAIRPERSON, AND THE BOARD OF TRUSTEES CHAIRPERSON FOR INITIAL REVIEW. THEN, THE TITLE IX AND COMPLIANCE OFFICER PRESENTS THE SUMMARY TO THE AUDIT AND RISK MANAGEMENT COMMITTEE SO THAT APPROPRIATE ACTION, IF ANY, CAN BE TAKEN. TRUSTEES OR SENIOR STAFF MEMBERS WHO HAVE A DISCLOSED CONFLICT OF INTEREST, SHALL REFRAIN AND BE ABSENT FROM CONSIDERATION OF RELATED MATTERS, EXCEPT TO THE EXTENT THAT THE BOARD REQUESTS INFORMATION OR INTERPRETATION. IN NO EVENT SHALL TRUSTEES, WHO HAVE A DISCLOSED CONFLICT, VOTE ON A MATTER OR BE PRESENT AT THE TIME OF A VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | -PRESIDENT: THE EMPLOYMENT CONTRACT INCLUDED A SALARY/BENEFITS REVIEW PERFORMED BY AN UNRELATED THIRD PARTY ON BEHALF OF THE BOARD OF TRUSTEES, AND THE CONTRACT WAS APPROVED BY AN INDEPENDENT BOARD. THE PROCESS INCLUDED AN ANALYSIS OF COMPARABLE SALARY AND BENEFIT DATA. THE BOARD APPROVAL WAS DOCUMENTED IN THE MINUTES. -VP FOR BUSINESS & FINANCE/CFO: THE COLLEGE SUBCONTRACTED TO AN UNRELATED CONSULTANT GROUP FOR A SALARY AND BENEFITS REVIEW, INCLUDING AN ANALYSIS OF COMPARABLE DATA, AND ASSISTANCE WITH THE HIRING PROCESS. THE BOARD AND THE SENIOR STAFF ALSO PARTICIPATED IN THE PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE MAKES ITS GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -176,184. |
| FORM 990, PART XII, QUESTION 2C, OVERSIGHT OF FINANCIAL STATEMENT AUDIT: | THE AUDIT AND RISK MANAGEMENT COMMITTEE OF THE BOARD OF TRUSTEES MEETS TWO TIMES A YEAR WITH THE COLLEGE'S EXTERNAL AUDITORS. THE FIRST MEETING TAKES PLACE IN THE PRE AUDIT PLANNING PHASE, AND THE SECOND MEETING IS AFTER THE AUDIT FIELDWORK IS COMPLETED, TO REVIEW THE RESULTS WITH THE AUDITORS. THE COMMITTEE THEN VOTES TO APPROVE THE RESULTS OF THE AUDITED FINANCIAL STATEMENTS AND PRESENTS THE RESULTS TO THE FULL BOARD. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART VII, EMERITUS TRUSTEES: | THE FOLLOWING INDIVIDUALS SERVE AS EMERITUS TRUSTEES OF WASHINGTON & JEFFERSON COLLEGE WITH NO VOTING RIGHTS: JERRELL L. ANGELL, RICHARD T. CLARK, WALTER COOPER, JOHN R. ECHEMENT, WALTER FLAMENBAUM, M.D., JOHN E. FRAZIER II, M.D., JOSEPH A. HARDY, SR., COLEMAN HUGHLEY, JAMES H. KNEPSHIELD, VICTOR LAZZARO, JR., WILLIAM N. MACARTNEY III, CHARLES T. NASON, JOHN L.S. NORTHROP, RONALD V. PELLEGRINI, M.D., JAMES L. PHILLIPS, M.D., A. MICHAEL PRATT, ESQ., ANICA D. RAWNSLEY, FRANKLIN RUMORE, M.D., E. RONALD SALVITTI, M.D., RONALD P. SANDMEYER, SR., ROBERT H. SHOOP, JR., ESQ., ROBERT B. SHUST, WILLIAM M. STOUT, ROBERT G. WALKER |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST (5) | ||||
| PHILANTHROPY | PA | WASHINGTON & JEFFERSON COLLEGE | T | 0 |
| CHARITABLE REMAINDER TRUST (1) | ||||
| PHILANTHROPY | PA | WASHINGTON & JEFFERSON COLLEGE | T | 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 |