2025-04-14T07:20:37-05:00 2024-05-31 135565207 KPMG LLP 1735 MARKET ST PHILADELPHIA PA 19103 990 2023-06-01 231352641 GETTYSBURG COLLEGE GETT 7173376000 CO FIN ADMIN 300 N WASHINGTON ST GETTYSBURG PA 17325 MICHAEL COYNE VP OF FINANCE & ADMINSTRATION 7173376000 2025-04-10 1 0 PHILLIP E GROFF P01247783 2672567500 2023 2025-03-06 01:10:19Z ROBERT IULIANO 300 N WASHINGTON ST GETTYSBURG PA 17325 252920844 0 X WWW.GETTYSBURG.EDU X 1832 PA GETTYSBURG COLLEGE IS A RESIDENTIAL, UNDERGRADUATE COLLEGE OF THE LIBERAL ARTS AND SCIENCES. 32 31 2187 781 2023338 0 17956450 23276031 181817973 186252470 19812408 16860272 2238612 2427049 221825443 228815822 91487513 97789778 0 0 72985990 74015571 0 0 4660312 51054048 50388314 215527551 222193663 6297892 6622159 624742107 661331171 116594931 103591271 508147176 557739900 X SEE SCHEDULE O. 0 0 202583355 97789778 188527848 GETTYSBURG COLLEGE, FOUNDED IN 1832, IS A PRIVATE, NONPROFIT INSTITUTION OF HIGHER EDUCATION IN GETTYSBURG, PENNSYLVANIA. THE COLLEGE IS A FOUR-YEAR UNDERGRADUATE RESIDENTIAL COLLEGE OF LIBERAL ARTS AND SCIENCES. THE COLLEGE IS ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION AND OFFERS OVER 45 MAJOR FIELDS OF STUDY LEADING TO A BACHELOR'S DEGREE. THE COLLEGE ALSO, IN PARTNERSHIP WITH THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY, OFFERS A FULLY ONLINE M.A. IN AMERICAN HISTORY PRIMARILY TO K-12 EDUCATORS. THE COLLEGE PREPARES STUDENTS FROM ACROSS THE NATION AND AROUND THE GLOBE TO PURSUE LIVES OF PERSONAL AND PROFESSIONAL FULFILLMENT AND TO ENGAGE THE COMPLEX QUESTIONS OF OUR TIME THROUGH EFFECTIVE LEADERSHIP AND SOCIALLY RESPONSIBLE CITIZENSHIP. 202583355 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 1 1 1 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 1 1 0 0 1 1 1 1 1 0 1 4360 0 1 2187 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 32 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL GA IL IN ME MD MN NH NY OK OR PA VA X GETTYSBURG COLLEGE CO FIN & ADMIN OFFICE 7173376200 300 N WASHINGTON ST GETTYSBURG PA 17325 ROBERT IULIANO PRESIDENT 40.00 0.00 X X 702346 0 137542 JACOB P ASPLUNDH TRUSTEE 1.00 0.00 X 0 0 0 GORDON BEITTENMILLER TRUSTEE 1.00 0.00 X 0 0 0 LAUREN WISE BRIGHT TRUSTEE - CHAIR 1.00 0.00 X X 0 0 0 JENNIFER FISHER BRYANT TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER C CARR TRUSTEE 1.00 0.00 X 0 0 0 BRUCE CHAMBERLIN TRUSTEE 1.00 0.00 X 0 0 0 LORI KONO CLAPP TRUSTEE 1.00 0.00 X 0 0 0 MARSHA HOFFMAN-COMEGNO TRUSTEE 1.00 0.00 X 0 0 0 MALCOLM L COWEN II TRUSTEE 1.00 0.00 X 0 0 0 ANGELA Q CRISPI TRUSTEE 1.00 0.00 X 0 0 0 FLORA D DARPINO TRUSTEE - VICE CHAIR 1.00 0.00 X X 0 0 0 TERENCE TROY DATCHER TRUSTEE - SECRETARY 1.00 0.00 X X 0 0 0 AMANDA CORROON DOLAN TRUSTEE 1.00 0.00 X 0 0 0 TERRI L GARNICK TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM C HEYMAN TRUSTEE 1.00 0.00 X 0 0 0 LINDSAY MUSSER HOUGH TRUSTEE - VICE CHAIR 1.00 0.00 X X 0 0 0 MATTHEW G MCDEVITT TRUSTEE 1.00 0.00 X 0 0 0 KATHRYN A MORRIS TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY C OAK TRUSTEE - EXEC VICE CHAIR 1.00 0.00 X X 0 0 0 BRIAN S ORSINGER TRUSTEE 1.00 0.00 X 0 0 0 ANDREW M PARKER TRUSTEE 1.00 0.00 X 0 0 0 DAVID W SALISBURY TRUSTEE 1.00 0.00 X 0 0 0 RICHARD L SCHEFF TRUSTEE 1.00 0.00 X 0 0 0 ROBERT H SCHWARTZ TRUSTEE 1.00 0.00 X 0 0 0 CHARLES T SCOTT TRUSTEE 1.00 0.00 X 0 0 0 JOSEPH R SHALLECK TRUSTEE 1.00 0.00 X 0 0 0 SHERAZ SHEIKH TRUSTEE 1.00 0.00 X 0 0 0 DAVID M SIBLEY TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY SIEGFRIED TRUSTEE 1.00 0.00 X 0 0 0 CRAIG R SWANSON TRUSTEE 1.00 0.00 X 0 0 0 SARAH E WENDT TRUSTEE 1.00 0.00 X 0 0 0 ALEXANDER WILKINS TRUSTEE 1.00 0.00 X 0 0 0 CLARENCE MULLIS III VP FOR COLLEGE ADVANCEMENT 40.00 0.00 X 310546 0 39135 DANIEL KONSTALID VP FOR FINANCE & ADMIN/TREASURER 40.00 0.00 X 112957 0 20420 J CAREY THOMPSON VP FOR ENROLLMENT & EDUC SERVICES 40.00 0.00 X 268333 0 42304 RODNEY TOSTEN VP FOR INFORMATION TECHNOLOGY 40.00 0.00 X 252601 0 49929 CHRISTOPHER ZAPPE PROVOST 40.00 0.00 X 247232 0 123395 ANNE EHRLICH VP FOR COLLEGE LIFE/DEAN OF STDNT 40.00 0.00 X 210235 0 37418 KRISTIN STUEMPFLE CHIEF OF STAFF 40.00 0.00 X 172660 0 27194 JAMIE YATES CHIEF COMM & MARKETING OFFICER 40.00 0.00 X 164535 0 43763 ELOISA GORDON-MORA CHIEF DIVERSITY OFFICER 40.00 0.00 X 182758 0 31798 JAMILLA BOOKWALLA PROVOST 40.00 0.00 X 145753 0 10150 SUSAN EISENHOWER CHAIRMAN/LDRSHP/PUBLIC POLICY 40.00 0.00 X 261785 0 31641 TRACIE POTTS EXEC DIRECTOR EISENHOWER INSTITUTE 40.00 0.00 X 251819 0 38408 CHRISTOPHER DELANEY ASSOC VP FINANCIAL SERVICES 40.00 0.00 X 186700 0 67191 JOHN RYAN VICE PROVOST 40.00 0.00 X 168674 0 30646 JENNIFER BLOOMQUIST FACULTY/AFRICANA STUD - ASSOC PROVOST 40.00 0.00 X 165999 0 49922 ELIZABETH DIEHL FORMER INTERIM VP FOR COLLEGE ADV 40.00 0.00 X 170825 0 13390 JEFFREY FOSTER FORMER INTERIM VP FOR COLLEGE LIFE 40.00 0.00 X 143450 0 32954 4119208 0 827200 84 1 1 0 CARNEGIE COMMUNICATIONS 210 LITTLETOWN RD SUITE 100 WESTFORD MA 01886 CONSULTANT 554631 KACHIN INTERNATIONAL LLC 100 WEST ELM ST PALMYRA PA 17078 DINING VENDOR 403938 MCNEES WALLACE & NURICK 1 S CHURCH ST HAZLETON PA 18201 LEGAL COUNSEL 294544 ELLUCIAN COMPANY LP 62578 COLLECTIONS CENTER DR CHICAGO IL 60693 SOFTWARE PUBLISHER 184082 WASHBURN & MCGOLDRICK LLC 24 N BRYN MAWR AVE 252 BRYN MAWR PA 19010 CONSULTANT 166000 10 70624 98396 1839281 21267730 3110640 23276031 TUITION AND FEES 900099 149235034 149235034 AUXILIARY SERVICES 900099 35243296 35243296 CONFERENCES AND CONVEN 611710 1118103 873467 244636 THEATER 711110 656037 253565 402472 186252470 10022324 1376230 8646094 145295 0 145295 145295 145295 30904590 4630 24056390 14882 6848200 -10252 6837948 6837948 40126 98396 33750 6376 6376 ADMINISTRATIVE FEES 900099 340525 340525 WORKSHOP FEE 900099 224966 224966 STUDENT LOAN INTEREST 900099 59449 59449 1650438 1650438 2275378 228815822 187880740 2023338 15635713 93049932 93049932 4739846 4739846 3500221 2034155 911600 554466 102144 856 101288 51688011 44668672 4687239 2332100 3140462 2734221 265987 140254 11639038 9403852 1614085 621101 3945695 3246644 496701 202350 349340 349340 174276 12585 161691 491858 491858 4839022 3211133 1510383 117506 190102 153397 35587 1118 8665658 7272890 1128336 264432 1890514 1009248 876967 4299 4632772 3917279 696097 19396 3158970 2843697 207184 108089 377366 289703 65572 22091 2571612 2571612 10700402 9903248 739545 57609 789895 746078 40918 2899 DINING AND VENDING 4907876 4681506 189484 36886 OFF CAMPUS STUDY 4874336 4874336 SUBSCRIPTIONS AND MEMBE 622370 289439 259053 73878 ADMINISTRATIVE EXPENSE 219798 181798 38000 0 932147 747228 184369 550 222193663 202583355 14949996 4660312 X 2626989 2508209 101273474 94427226 5879711 10115812 1003180 1009382 164520 148183 3198580 3065027 400035789 241368825 161738458 158666964 215834627 251975464 95194806 97311059 3477544 4125647 34350218 37978198 624742107 661331171 17031396 13575680 1431585 1582381 75125556 73482423 6295985 0 16710409 14950787 116594931 103591271 X 221457679 229003230 286689497 328736670 508147176 557739900 624742107 661331171 X 6622159 43743197 -772632 X 0 1 X 1 1 1 X 9708758 19128408 25666059 17939955 23276031 95719211 9708758 19128408 25666059 17939955 23276031 95719211 331727 95387484 6856082 3728446 4717009 16456087 8791389 40549013 23012 42101 33526 48372 40126 187137 136455361 887835123 0.69900 0.68620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 629 0 1 629 0 PART II-B, LINE 1: GETTYSBURG COLLEGE STAFF FROM TIME TO TIME SEND LETTERS TO OR MEET WITH POLITICAL REPRESENTATIVES EXPRESSING OPINIONS ON CERTAIN LEGISLATION AND TOPICS RELATED TO HIGHER EDUCATION. THE ESTIMATED AMOUNT OF EXPENSES INCURRED FOR THESE ACTIVITIES DURING THE CURRENT FISCAL YEAR WAS $629. SCHEDULE C, PART II-B, LINE 1I GETTYSBURG COLLEGE PAYS DUES TO VARIOUS ORGANIZATIONS, SOME PORTION OF WHICH MAY BE USED IN CONNECTION WITH LOBBYING ACTIVITIES RELATED TO ISSUES THAT IMPACT HIGHER EDUCATION. 385312179 9096641 54431907 5141625 16947332 1366300 425385470 389675309 7340294 3545766 4877693 9414298 957199 385312179 401598853 7485282 -1519360 7646243 9044259 1198964 389675309 315836790 7485065 97672536 7129772 11342457 923309 401598853 317281464 3333368 6845483 3759031 7234597 629897 315836790 0.26000 0.52000 0.22000 1 0 4883366 4883366 322933848 190379349 132554499 70056754 50989476 19067278 2161821 2161821 158666964 HEDGE FUNDS 28275095 F REAL ASSET 20774479 F PRIVATE EQUITY 48261485 F 97311059 FUNDS HELD IN TRUST BY OTHERS 37978198 37978198 STUDENT ADV PYMT & DEPOSITS 1414932 ADVANCES FROM FEDERAL GOV'T 224070 DEP HELD IN CUSTODY FOR OTHERS 940317 ANNUITIES PAYABLE 3803711 ACCRUED POST RETIREMENT COSTS 8567757 14950787 X PART V, LINE 4: ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD, AS WELL AS DESIGNATED FUNDS. THE COLLEGE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN PURCHASING POWER OF THE ENDOWMENT ASSETS OVER TIME. ENDOWMENT SPENDING SUPPORTS OPERATIONS OF THE COLLEGE INCLUDING SCHOLARSHIPS AND INSTRUCTION, ACADEMIC SUPPORT AND STUDENT SERVICES ACTIVITIES AS SPECIFICALLY RESTRICTED BY THE DONOR OR OTHERWISE DESIGNATED. PART X, LINE 2: THE COLLEGE FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE COLLEGE IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. THE COLLEGE HAS PROCESSES IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE COLLEGE HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECONGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 GETTYSBURG COLLEGE'S NONDISCRIMINATORY POLICY IS AVAILABLE ON THE COLLEGE'S WEBSITE. GETTYSBURG COLLEGE SEEKS HIGHLY MOTIVATED STUDENTS WITH A STRONG RECORD OF HIGH SCHOOL ACCOMPLISHMENTS. STUDENTS COME FROM DIVERSE ETHNIC, RELIGIOUS, ECONOMIC, AND GEOGRAPHIC BACKGROUNDS. THE ADMISSIONS STAFF RECRUITS BOTH NATIONALLY AND INTERNATIONALLY WHICH RESULTED IN A STUDENT BODY COMING FROM 41 STATES AND 60 FOREIGN COUNTRIES FOR THE 2023-2024 ACADEMIC YEAR. SCHEDULE E, PART I, LINE 6A FEDERAL FUNDS ARE RECEIVED FOR STUDENT FINANCIAL AID PACKAGES, RESEARCH, AND OTHER PROGRAMS. GETTYSBURG COLLEGE PARTICIPATES IN THE FOLLOWING FEDERAL STUDENT FINANCIAL AID PROGRAMS: FEDERAL PELL, FSEOG, FEDERAL WORK STUDY, AND FEDERAL DIRECT LOAN PROGRAMS. 1 CENTRAL AMERICA/CARIBBEAN 0 0 GRANT MAKING 17500 EAST ASIA AND THE PACIFIC 0 0 GRANT MAKING 567254 EUROPE 0 0 GRANT MAKING 3678574 MIDDLE EAST & NORTH AFRICA 0 0 GRANT MAKING 174366 NORTH AMERICA 0 0 GRANT MAKING 63144 SOUTH AMERICA 0 0 GRANT MAKING 172986 SUB-SAHARAN AFRICA 0 0 GRANT MAKING 66022 CENTRAL AMERICA/CARIBBEAN 0 0 PROGRAM SERVICES EDUCATION 75218 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATION 5178 EUROPE 0 0 PROGRAM SERVICES EDUCATION 123849 MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES EDUCATION 39531 NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATION 19807 RUSSIA & THE NEIGHBOTING STATES 0 0 PROGRAM SERVICES EDUCATION 1430 SOUTH AMERICA 0 0 PROGRAM SERVICES EDUCATION 3586 SOUTH ASIA 0 0 PROGRAM SERVICES EDUCATION 2051 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EDUCATION 27312 CENTRAL AMERICA/CARIBBEAN 0 0 PROGRAM SERVICES RECRUITING 4234 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RECRUITING 21324 EUROPE 0 0 PROGRAM SERVICES RECRUITING 16495 SOUTH AMERICA 0 0 PROGRAM SERVICES RECRUITING 12104 SOUTH ASIA 0 0 PROGRAM SERVICES RECRUITING 38 CENTRAL AMERICA/CARIBBEAN 0 0 PROGRAM SERVICES RESEARCH 17736 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RESEARCH 8104 EUROPE 0 0 PROGRAM SERVICES RESEARCH 48181 NORTH AMERICA 0 0 PROGRAM SERVICES RESEARCH 19714 SOUTH AMERICA 0 0 PROGRAM SERVICES RESEARCH 2996 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES RESEARCH 6993 CENTRAL AMERICA/CARIBBEAN 0 0 PROGRAM SERVICES STUDY ABROAD 22934 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD 526467 EUROPE 0 1 PROGRAM SERVICES STUDY ABROAD 3570786 MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 102987 NORTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD 41706 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD 111903 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 41540 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING 3204 EUROPE 0 0 FUNDRAISING 6612 MIDDLE EAST & NORTH AFRICA 0 0 FUNDRAISING 35 NORTH AMERICA 0 0 FUNDRAISING 465 RUSSIA & THE NEIGHBOTING STATES 0 0 FUNDRAISING 2 SOUTH AMERICA 0 0 FUNDRAISING 101 SOUTH ASIA 0 0 FUNDRAISING 20 SUB-SAHARAN AFRICA 0 0 FUNDRAISING 1416 CENTRAL AMERICA/CARIBBEAN 0 0 INVESTMENTS 44031834 EUROPE 0 0 INVESTMENTS 6282576 0 0 0 1 0 1 4815064 55125251 59940315 COLLEGE GRANT CENTRAL AMERICA/CARIBBEAN 1 17500 FINANCIAL AID FMV COLLEGE GRANT EAST ASIA & THE PACIFIC 24 567254 FINANCIAL AID FMV COLLEGE GRANT EUROPE 180 3678574 FINANCIAL AID FMV COLLEGE GRANT MIDDLE EAST & NORTH AFRICA 7 174366 FINANCIAL AID FMV COLLEGE GRANT NORTH AMERICA 2 63144 FINANCIAL AID FMV COLLEGE GRANT SOUTH AMERICA 6 172986 FINANCIAL AID FMV COLLEGE GRANT SUB-SAHARAN AFRICA 2 66022 FINANCIAL AID FMV 1 0 1 1 1 0 PART I, LINE 2: GRANTS ISSUED BY GETTYSBURG COLLEGE ARE PRIMARILY IN THE FORM OF FINANCIAL AID FOR WORTHY AND PROMISING STUDENTS WHO ARE UNABLE TO FINANCE THEIR EDUCATION FROM PERSONAL AND/OR FAMILY RESOURCES. ACCESS TO SUCH AID IS CONSIDERED A PRIVILEGE, NOT A RIGHT. THE QUALIFICATIONS FOR ASSISTANCE, IN ADDITION TO NEED, ARE ACADEMIC ABILITY, ACADEMIC ACHIEVEMENT, AND PROMISE OF CONTRIBUTION AS A STUDENT AND CITIZEN. FINANCIAL AID GRANTS TO STUDENTS ARE DIRECTLY APPLIED BY THE COLLEGE TO OFFSET BILLED AMOUNTS (I.E. TUITION) ON THE STUDENT'S ACCOUNT, THEREBY REDUCING THE NET BALANCE DUE TO THE COLLEGE. PART I, LINE 3: GETTYSBURG COLLEGE USES THE ACCRUAL METHOD OF ACCOUNTING FOR EXPENDITURES. INVESTMENTS ARE REPORTED AT FAIR VALUE IN ACCORDANCE WITH ACCOUNTING STANDARDS. WHENEVER AVAILABLE, QUOTATIONS FROM ORGANIZED SECURITY EXCHANGES ARE USED AS THE BASIS OF FAIR VALUE. FOR INVESTMENTS NOT TRADED ON ORGANIZED EXCHANGES, THEIR NET ASSET VALULE (NAV) PER SHARE OR EQUIVALENT HAVE BEEN USED AS A PRACTICAL EXPEDIENT FOR DETERMINING FAIR VALUE AND ARE SUBJECT TO ADDITIONAL UNCERTAINTY. THEREFORE, VALUES REALIZED UPON DISPOSITION MAY VARY SIGNIFICANTLY FROM CURRENTLY REPORTED VALUES. ORANGE & BLUE 118406 80704 37702 11974 18303 FOOTBALL ALUMN GOLF TOURN 20116 17692 2424 1326 2147 138522 98396 40126 13300 20450 33750 6376 1 PRIZES AND AWARDS 139 139375 FMV OFF CAMPUS GRANTS AND OTHER ASSISTANCE 6 175763 FMV FINANCIAL AID GRANTS AND SCHOLARSHIPS AID 2009 91712297 FMV FINANCIAL AID FELLOWSHIPS 526 1022497 FMV PART I, LINE 2: GETTYSBURG COLLEGE'S FINANCIAL AID PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS ARE DESCRIBED ON SCHEDULE F, PART V. X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 ROBERT IULIANO PRESIDENT 596690 0 100000 0 5656 0 90000 0 59921 0 852267 0 0 0 CHRISTOPHER ZAPPE PROVOST 244563 0 0 0 2669 0 22928 0 101172 0 371332 0 0 0 CLARENCE MULLIS III VP FOR COLLEGE ADVANCEMENT 308740 0 0 0 1806 0 29148 0 10708 0 350402 0 0 0 J CAREY THOMPSON VP FOR ENROLLMENT & EDUC SERVICES 265570 0 0 0 2763 0 24193 0 18830 0 311356 0 0 0 RODNEY TOSTEN VP FOR INFORMATION TECHNOLOGY 249597 0 0 0 3004 0 22426 0 28523 0 303550 0 0 0 SUSAN EISENHOWER CHAIRMAN/LDRSHP/PUBLIC POLICY 253611 0 0 0 8174 0 22404 0 9934 0 294123 0 0 0 TRACIE POTTS EXEC DIRECTOR EISENHOWER INSTITUTE 250887 0 0 0 932 0 6002 0 33086 0 290907 0 0 0 CHRISTOPHER DELANEY ASSOC VP FINANCIAL SERVICES 179552 0 6000 0 1148 0 13936 0 53816 0 254452 0 0 0 ANNE EHRLICH VP FOR COLLEGE LIFE/DEAN OF STDNT 209752 0 0 0 483 0 17531 0 20506 0 248272 0 0 0 JENNIFER BLOOMQUIST FACULTY/AFRICANA STUD - ASSOC PROVOS 165626 0 0 0 373 0 12196 0 38150 0 216345 0 0 0 ELOISA GORDON-MORA CHIEF DIVERSITY OFFICER 180996 0 0 0 1762 0 13848 0 18366 0 214972 0 0 0 JAMIE YATES CHIEF COMM & MARKETING OFFICER 164312 0 0 0 223 0 12547 0 31756 0 208838 0 0 0 KRISTIN STUEMPFLE CHIEF OF STAFF 171556 0 0 0 1104 0 13170 0 14573 0 200403 0 0 0 JOHN RYAN VICE PROVOST 165656 0 0 0 3018 0 11912 0 19264 0 199850 0 0 0 ELIZABETH DIEHL FORMER INTERIM VP FOR COLLEGE ADV 169206 0 0 0 1619 0 12326 0 1601 0 184752 0 0 0 JEFFREY FOSTER FORMER INTERIM VP FOR COLLEGE LIFE 143141 0 0 0 309 0 10296 0 23154 0 176900 0 0 0 JAMILLA BOOKWALLA PROVOST 144998 0 0 0 755 0 10150 0 210 0 156113 0 0 0 PART I, LINE 1A THE PRESIDENT IS PROVIDED HOUSING AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE COLLEGE, THE COST OF HOUSING IS EXCLUDED FROM COMPENSATION UNDER IRC SECTION 119(D). THE VALUE OF HOUSING IS INCLUDED AS REPORTABLE COMPENSATION FOR SCHEDULE J. PART I, LINE 7 THE PRESIDENT RECEIVED A SIGNING BONUS WHICH WAS APPROVED BY THE BOARD OF TRUSTEES. THE ASSOCIATE VP OF FINANCIAL SERVICES RECEIVED A BONUS WHICH WAS APPROVED BY THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION. A ADAMS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 232988777 006116BQ9 2013-07-24 18584722 REFINANCING 0 0 0 B GETTYSBURG MUNICIPAL AUTHORITY 256010768 374311DR6 2017-02-15 20330847 FINANCING CAPITAL IMPROVEMENTS 0 0 0 C ADAMS COUNTY GENERAL AUTHORITY 813735002 00611PAU9 2020-07-16 38222271 REFINANCING 0 0 0 A 18584722 266775 18317947 2013 1 0 1 1 B 20566062 320338 20245725 2018 0 0 1 1 C 1275000 38222271 477589 37744682 2020 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 1 0 0 0 0 0 1 A 1 B 1 C 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: ADAMS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 07/24/2014 ISSUER NAME: GETTYSBURG MUNICIPAL AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 05/31/2021 PART III, LINE 3A ALL SERVICE CONTRACTS MEET THE SAFE HARBOR EXCEPTION UNDER REV. PROC. 2017-13, 2017-6 I.R.B 787 AND DO NOT RESULT IN ACTUAL PRIVATE BUSINESS USE. MERIT SCHOLARSHIP TRUSTEE FMLY MEMBER 48000 MERIT SCHOLARSHIP MERIT SCHOLARSHIP DANIEL YATES SPOUSE OF OFFICER 101288 EMPL COMP 0 X 2 65675 FMV/APPRAISAL X 117 FMV X 50 3039012 FMV X EVENT EXPENSES 2 4836 FMV X SUPPLIES 1 1000 FMV 2 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED IN PART I, COLUMN (B) IS BASED ON THE NUMBER OF DONATIONS TO THE COLLEGE, AS OPPOSED TO THE NUMBER OF ITEMS DONATED. PART III, LINE 1 GETTYSBURG COLLEGE IS A RESIDENTIAL, UNDERGRADUATE COLLEGE OF THE LIBERAL ARTS AND SCIENCES THAT PREPARES STUDENTS FROM ACROSS THE NATION AND AROUND THE GLOBE TO PURSUE LIVES OF PERSONAL AND PROFESSIONAL FULFILLMENT AND TO ENGAGE THE COMPLEX QUESTIONS OF OUR TIME THROUGH EFFECTIVE LEADERSHIP AND SOCIALLY RESPONSIBLE CITIZENSHIP. THIS STATEMENT IS GROUNDED IN THE CORE VALUES OF THE INSTITUTION: 1) THE WORTH AND DIGNITY OF ALL PEOPLE AND THE LIMITLESS VALUE OF THEIR INTELLECTUAL POTENTIAL; 2) THE COMMITMENT TO A DIVERSE AND INCLUSIVE LEARNING ENVIRONMENT; 3) THE POWER OF A LIBERAL ARTS EDUCATION TO HELP STUDENTS DEVELOP CRITICAL THINKING SKILLS, BROAD VISION, EFFECTIVE COMMUNICATION, A SENSE OF THE INTER-RELATEDNESS OF ALL KNOWLEDGE, SENSITIVITY TO THE HUMAN CONDITION, AND A GLOBAL PERSPECTIVE, ALL NECESSARY TO ENABLE STUDENTS TO REALIZE THEIR FULL POTENTIAL FOR RESPONSIBLE CITIZENSHIP; 4) THE ENRICHMENT OF THE TRADITIONAL LIBERAL ARTS AND SCIENCES CURRICULUM WITH THE MOST PROMISING INTELLECTUAL DEVELOPMENTS OF OUR TIME; 5) THE FREE AND OPEN EXCHANGE OF IDEAS AND THE EXPLORATION OF THEIR ETHICAL AND SPIRITUAL DIMENSIONS; 6) THE VALUE OF A LIFELONG COMMITMENT TO SERVICE, AND THE ROLE OF THE COLLEGE IN BOTH PROVIDING AN EXAMPLE OF PUBLIC SERVICE FOR STUDENTS AND FOSTERING A COMMITMENT TO SERVICE AMONG OUR YOUNG PEOPLE; 7) THE VALUE OF ETHICAL LEADERSHIP THAT IS INCLUSIVE, COLLABORATIVE, AND DIRECTED TOWARDS EFFECTING CHANGE FOR THE GREATER GOOD; 8) OUR CONVICTION THAT A RESIDENTIAL COLLEGE BEST PROMOTES THE SENSE OF COMMUNITY, CENTRAL TO A LIBERAL ARTS EDUCATION, IN WHICH PERSONAL RELATIONSHIPS BETWEEN STUDENTS, FACULTY, AND STAFF CAN FLOURISH. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY GETTYSBURG COLLEGE AND IS REVIEWED BY COLLEGE MANAGEMENT AND AN INDEPENDENT TAX FIRM FOR COMPLETENESS AND ACCURACY. PRIOR TO FILING, FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES VIA THE BOARD PORTAL. IN ADDITION, MANAGEMENT SPECIFICALLY MEETS WITH THE AUDIT, COMPLIANCE AND RISK COMMITTEE TO REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE COLLEGE MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY THROUGH THE USE OF AN ANNUAL SIGNED STATEMENT FROM TRUSTEES, ADMINISTRATIVE OFFICERS, DEPARTMENT DIRECTORS, AND CHAIRPERSONS. BY SIGNING THE CONFLICT OF INTEREST DISCLOSURE STATEMENT, AN INDIVIDUAL CERTIFIES THAT THEY HAVE REVIEWED THE COLLEGE'S CONFLICT OF INTEREST POLICY, ACKNOWLEDGED RESPONSIBILITY TO PLACE THE INTEREST OF THE COLLEGE ABOVE PERSONAL INTEREST IN EXECUTING DUTIES, AND DISCLOSES ANY POSSIBLE PERSONAL, FAMILIAL, AND/OR BUSINESS RELATIONSHIPS THAT REASONABLY COULD GIVE RISE TO A CONFLICT OF INTEREST INVOLVING GETTYSBURG COLLEGE. COMPLETION OF THE FORM IS ALSO ACKNOWLEDGEMENT THAT INDIVIDUALS HAVE A RESPONSIBILITY UNDER THE POLICY TO ADVISE THE BOARD OF ANY SIGNIFICANT CHANGES. TRUSTEES, ADMINISTRATIVE OFFICERS, OR DIRECTORS WHO HAVE A CONFLICT OF INTEREST IN A PROPOSED TRANSACTION ARE REQUIRED TO REFRAIN FROM PARTICIPATING IN CONSIDERATION OF THE TRANSACTION. ADDITIONAL RESTRICTIONS ON TRANSACTIONS BETWEEN THE COLLEGE AND (I) A TRUSTEE, (II) A FAMILY MEMBER OF A TRUSTEE, (III) MEMBER OF PRESIDENT'S COUNCIL, (IV) A FAMILY MEMBER OF A MEMBER OF THE PRESIDENT'S COUNCIL, OR (V) ANY ORGANIZATION WITH WHOM ANY OF THE FOREGOING PERSONS HAVE A BUSINESS RELATIONSHIP (COLLECTIVELY A "DISQUALIFIED PARTY") EXIST. AS A GENERAL POLICY, THE COLLEGE SHALL NOT TRANSACT BUSINESS WITH A DISQUALIFIED PARTY, AND NO DISQUALIFIED PARTY SHALL SOLICIT BUSINESS FROM THE COLLEGE IF IT WOULD CREATE A POTENTIAL CONFLICT OF INTEREST. CERTAIN EXCEPTIONS APPLY AS SPECIFIED IN THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (THE ECC) IS CHARGED WITH THE RESPONSIBILITY TO REGULARLY REVIEW AND RECOMMEND TO THE BOARD OF TRUSTEES FOR APPROVAL ADJUSTMENTS TO THE COMPENSATION OF THE PRESIDENT. THE ECC IS FURTHER CHARGED WITH THE RESPONSIBILITY TO BE FULLY INFORMED ABOUT AND RATIFY THE COMPENSATION STATUS FOR EACH OF THE OTHER OFFICERS, BASED ON THE RECOMMENDATIONS OF THE PRESIDENT. TO ASSIST IN THE ASSESSMENT OF REASONABLENESS FOR COMPENSATION ADJUSTMENTS FOR THE PRESIDENT AND OTHER OFFICERS, THE ECC PERIODICALLY RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO COMPILE A COMPENSATION STUDY WHICH RELIES ON MARKET DATA RELEVANT IN SCOPE AND SCALE TO OPERATING RESPONSIBILITIES WITHIN THE COLLEGE. THE COMPENSATION STUDY, PERFORMANCE REVIEWS AND COMPENSATION PLANS ARE REVIEWED AND ENDORSED DURING AN ECC MEETING. A SUMMARY OF RECOMMENDATIONS FOR THE PRESIDENT'S COMPENSATION IS SHARED WITH THE FULL BOARD OF TRUSTEES. COMPENSATION DECISIONS ARE REFLECTED IN SALARY LETTERS AND AMENDMENTS TO THE PRESIDENT'S EMPLOYMENT AGREEMENT AS NECESSARY. DELIBERATIONS AND DECISIONS ARE FORMALLY DOCUMENTED IN THE MINUTES WHICH ARE MAINTAINED FOR ALL ECC MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 GETTYSBURG COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 39,512. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -57,339. POST RETIREMENT CHANGES -131,455. CHANGE IN NET ASSETS OF RELATED ENTITIES 1,400,271. DISREGARDED ENTITY -1,823,308. PRIOR YEAR GRANT REFUNDS -200,313. 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