SWARTHMORE COLLEGE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SWARTHMORE COLLEGE (EIN 23-1352683)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-08
- IRS object ID
- 202501289349300830
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T09:08:26-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWARTHMORE COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CARRIE DIENNA | InCareOfNm |
| Business Name Control | SWAR | BusinessNameControlTxt |
| Phone | 6103288000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 COLLEGE AVENUE | AddressLine1Txt |
| City | SWARTHMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19081 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT GOLDBERG | PersonNm |
| Person Title | VP FINANCE & ADMIN | PersonTitleTxt |
| Phone | 6103286040 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTONIO C RUSSO | PreparerPersonNm |
| PTIN | P00858539 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2025-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT GOLDBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 COLLEGE AVENUE | AddressLine1Txt |
| City | SWARTHMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,179,977,262 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | swarthmore.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1864 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 2830 | TotalEmployeeCnt |
| Total Volunteers | 1108 | TotalVolunteersCnt |
| Total Gross UBI | $10,455,944 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,864,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,887,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $127,754,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $135,938,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $112,013,103 | PYInvestmentIncomeAmt |
| CY Investment Income | $199,953,564 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,037,095 | PYOtherRevenueAmt |
| CY Other Revenue | $8,862,494 | CYOtherRevenueAmt |
| PY Total Revenue | $270,668,198 | PYTotalRevenueAmt |
| CY Total Revenue | $361,641,058 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $51,792,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $55,520,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $123,291,527 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $139,552,835 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $43,158 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $56,815 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,200,174 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $95,336,121 | PYOtherExpensesAmt |
| CY Other Expenses | $105,650,555 | CYOtherExpensesAmt |
| PY Total Expenses | $270,462,806 | PYTotalExpensesAmt |
| CY Total Expenses | $300,780,205 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $205,392 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $60,860,853 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,463,772,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,596,866,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $441,510,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $542,297,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,022,262,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,054,569,000 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $236,935,552 | ExpenseAmt |
| Grant | $55,520,000 | GrantAmt |
| Revenue | $135,938,000 | RevenueAmt |
| Desc | SWARTHMORE IS A CO-EDUCATIONAL COLLEGE OF LIBERAL ARTS AND ENGINEERING DEDICATED TO INTELLECTUAL EXPLORATION, ACCESS, AND EDUCATING FOR THE COMMON GOOD. THE AVERAGE ENROLLMENT FOR FISCAL YEAR 2023-24 WAS 1,730. THERE WERE 166 STUDENTS STUDYING ABROAD. OF THE TOTAL STUDENT POPULATION, 1,470 COME FROM ACROSS THE UNITED STATES WHILE 260 COME FROM OTHER NATIONS. SWARTHMORE'S COMMITMENT TO FINANCIAL AID AND ACCESS IS AT THE CORE OF OUR EDUCATIONAL MISSION. THE COLLEGE STRIVES TO MAKE IT POSSIBLE FOR ALL ADMITTED STUDENTS TO ATTEND SWARTHMORE, REGARDLESS OF THEIR ABILITY TO PAY, AND MEETS 100 PERCENT OF DETERMINED NEED FOR ALL ADMITTED STUDENTS. NEARLY 52 PERCENT OF STUDENTS RECEIVED NEED- ASED SWARTHMORE SCHOLARSHIP AID FROM AN OVERALL FINANCIAL AID EXPENDITURES OF $56 MILLION. SWARTHMORE'S AID AWARDS CONSIST OF GRANTS (WHICH DO NOT NEED TO BE REPAID) AND THE EXPECTATION THAT STUDENTS WILL WORK IN A PART-TIME CAMPUS-BASED JOB. THE COLLEGE'S FINANCIAL AID AWARDS ARE LOAN-FREE. SWARTHMORE'S 425-ACRE ARBORETUM CAMPUS INCLUDES THE CRUM WOODS, A NATURALLY WOODED AREA COMPRISING NEARLY THREE-FIFTHS OF THE COLLEGE'S LAND. IN 2015, THE COLLEGE LAUNCHED ITS ENVIRONMENTAL SUSTAINABILITY FRAMEWORK, A SET OF GUIDELINES FOR CAPITAL PROJECTS AND FACILITIES OPERATIONS THAT INCLUDES SUSTAINABLE BUILDING GUIDELINES AND A PROJECT CHECKLIST. THE FOLLOWING YEAR, THE COLLEGE INSTITUTED A CARBON CHARGE THAT PROVIDES FUNDING FOR CAMPUS INITIATIVES AND PROJECTS THAT INCREASE ENERGY CONSERVATION AND EFFICIENCY AND PROMOTE RENEWABLE ENERGY. SWARTHMORE WAS HONORED TO RECEIVE A 2017 SUSTAINABLE CAMPUS EXCELLENCE AWARD IN THE INNOVATIVE COLLABORATION CATEGORY FROM THE INTERNATIONAL SUSTAINABLE CAMPUS NETWORK FOR OUR CARBON CHARGE PROGRAM. SWARTHMORE COLLEGE IS COMMITTED TO THE PRINCIPLE OF EQUAL OPPORTUNITY FOR ALL QUALIFIED PERSONS, WITHOUT DISCRIMINATION AGAINST ANY PERSON BY REASON OF SEX, RACE, COLOR, AGE, RELIGION, NATIONAL ORIGIN, HANDICAP, OR SEXUAL ORIENTATION. THIS POLICY IS CONSISTENT WITH RELEVANT GOVERNMENTAL STATUES AND REGULATIONS, INCLUDING THOSE PURSUANT TO TITLE IX OF THE FEDERAL EDUCATION AMENDMENTS OF 1972 AND SECTION 504 OF THE FEDERAL REHABILITATION ACT OF 1973. | Desc |
| Total Program Service Expenses | $236,935,552 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (true) | InvestTaxExemptBondsInd |
| Escrow Account | Yes (true) | EscrowAccountInd |
| On Behalf Of Issuer | Yes (true) | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2413 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2830 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (true) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARRIE DIENNA | PersonNm |
| Phone | 6103287686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 COLLEGE AVENUE | AddressLine1Txt |
| City | SWARTHMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (61 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| VALERIE SMITH | |||||||||
| PRES./EX OFFICIO BOARD MEMBER | 40.0 | 0.0 | Yes (X) | Yes (X) | $711,643 | $0 | $437,900 | ||
| MARK C AMSTUTZ | |||||||||
| CHIEF INVEST OFF.(UNTIL 12/23) | 40.0 | 0.0 | Yes (X) | $522,296 | $0 | $55,400 | |||
| ROBERT GOLDBERG | |||||||||
| VP FINANCE & ADMIN & TREASURER | 40.0 | 0.0 | Yes (X) | $495,249 | $0 | $55,234 | |||
| ELIZABETH BOLUCH-WOOD | |||||||||
| VP OF COLLEGE ADVANCEMENT | 40.0 | 0.0 | Yes (X) | $459,461 | $0 | $58,724 | |||
| FRANK C GRUNSEICH | |||||||||
| CHIEF INVEST OFF.(AS OF 1/24) | 40.0 | 0.0 | Yes (X) | $412,124 | $0 | $60,868 | |||
| THOMAS STEPHENSON | |||||||||
| PROFESSOR | 40.0 | 0.0 | $391,172 | $0 | $24,572 | Yes (X) | |||
| ANDREW HIRSCH | |||||||||
| VP FOR COMMUNICATIONS | 40.0 | 0.0 | Yes (X) | $307,640 | $0 | $57,501 | |||
| JAMES L BOCK III | |||||||||
| VP AND DEAN OF ADMISSIONS | 40.0 | 0.0 | Yes (X) | $269,315 | $0 | $82,932 | |||
| RENEE ATKINSON | |||||||||
| ASSOCIATE VP GIFT PLANNING | 40.0 | 0.0 | $298,503 | $0 | $50,062 | Yes (X) | |||
| E CARR EVERBACH | |||||||||
| PROFESSOR | 40.0 | 0.0 | $270,654 | $0 | $50,121 | Yes (X) | |||
| SHARMAINE BRADHAM LAMAR ESQ | |||||||||
| GENERAL COUNSEL | 40.0 | 0.0 | Yes (X) | $244,238 | $0 | $72,942 | |||
| TOMOKO SAKOMURA | |||||||||
| PROVOST & DEAN OF THE FACULTY | 40.0 | 0.0 | Yes (X) | $263,111 | $0 | $52,912 | |||
| BETH GLASSMAN | |||||||||
| VP HUMAN RESOURCES | 40.0 | 0.0 | Yes (X) | $259,797 | $0 | $48,578 | |||
| KATHERINE RENNINGER | |||||||||
| PROFESSOR | 40.0 | 0.0 | $243,931 | $0 | $41,113 | Yes (X) | |||
| ANDREW FEICK | |||||||||
| FORMER CO-INTERIM VP FIN&ADMIN | 40.0 | 0.0 | $230,164 | $0 | $51,098 | Yes (X) | |||
| DONNA JO NAPOLI | |||||||||
| PROFESSOR | 40.0 | 0.0 | $246,630 | $0 | $31,792 | Yes (X) | |||
| JASON PARKHILL | |||||||||
| CHIEF INFORMATION OFFICER | 40.0 | 0.0 | Yes (X) | $207,912 | $0 | $48,235 | |||
| ERIN BROWNLEE DELL | |||||||||
| CHIEF OF STAFF & SECRETARY | 40.0 | 0.0 | Yes (X) | $186,791 | $0 | $55,847 | |||
| ALICE TURBIVILLE | |||||||||
| ASSISTANT TREASURER | 40.0 | 0.0 | Yes (X) | $187,811 | $0 | $40,466 | |||
| BRADLEY KOCH | |||||||||
| DIRECTOR OF ATHLETICS | 40.0 | 0.0 | Yes (X) | $189,388 | $0 | $19,702 | |||
| ROBIN HUNTINGDON SHORES | |||||||||
| ASSISTANT SECRETARY | 40.0 | 0.0 | Yes (X) | $148,973 | $0 | $37,190 | |||
| STEPHANIE IVES | |||||||||
| VP FOR STUDENT AFFAIRS | 40.0 | 0.0 | Yes (X) | $174,185 | $0 | $6,488 | |||
| CARRIE DIENNA | |||||||||
| FORMER ACTING ASST TREASURER | 40.0 | 0.0 | Yes (X) | $162,240 | $0 | $16,966 | |||
| LESLIE ABBEY | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BOULDING | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID G BRADLEY | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN P CHEN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOM COLLINS | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SEAN DECATUR | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH ECONOMY | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LIZ HASKIN FERNALD | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN C GLANT | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARILYN HOLIFIELD | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| S LESLIE JEWETT | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| AYANNA JOHNSON | |||||||||
| TRUSTEE/EX OFFICIO BOARD MEMBE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELEANOR JOSEPH | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAKY JOSEPH | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD KALKSTEIN | |||||||||
| CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAUL KUENSTNER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LUCY LANG | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| EDGAR LEE | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CINDI LEIVE | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SABRINA MARTINEZ | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| COREY MULLOY | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE O'DELL ODIM | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CATHYRN POLINSKY | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ASAHI POMPEY | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| H VINCENT POOR | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAWN PORTER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DOROTHY ROBINSON | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANNE SCHUCHAT | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN SELL | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GAURAV SETH | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SALEM D SHUCHMAN | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES SNIPES | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS E SPOCK | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SUJATHA A SRINIVASAN | |||||||||
| VICE-CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRYAN WOLF | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN WONG | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WINSTON ZEE | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| S BROOKE VICK | |||||||||
| VP FOR DEI (AS OF 1/24) | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,883,228 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,456,643 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 325 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| P AGNES INC | |||||
| 2101 PENROSE AVENUE | PHILADELPHIA | PA | 19145 | BUILDING SERVICES | $18,946,439 |
| WARFEL CONSTRUCTION | |||||
| 1110 ENTERPRISE ROAD | EAST PETERSBURG | PA | 17520 | BUILDING SERVICES | $13,748,589 |
| WHITING-TURNER CONTRACTING COMPANY | |||||
| PO BOX 17596 | BALTIMORE | MD | 21297 | BUILDING SERVICES | $11,044,218 |
| BOND BUILDING CONSTRUCTION INC | |||||
| 10 CABOT ROAD SUITE 600 | MEDFORD | PA | 02155 | BUILDING SERVICES | $8,079,779 |
| TARGET BUILDING CONSTRUCTION INC | |||||
| 1124 CHESTER PIKE | CRUM LYNNE | PA | 19022 | BUILDING SERVICES | $5,419,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 79 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $24,125 | FundraisingAmt |
| Government Grants | $2,757,000 | GovernmentGrantsAmt |
| All Other Contributions | $14,105,875 | AllOtherContributionsAmt |
| Noncash Contributions | $266,222 | NoncashContributionsAmt |
| Total Contributions | $16,887,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611310 | $107,080,000 | $107,080,000 |
| ROOM & BOARD | 611310 | $28,858,000 | $28,858,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $135,938,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,803,688 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,841,822 | UnrelatedBusinessRevenueAmt |
| Exclusion | $123,961,866 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,039,023 | TotalRevenueColumnAmt |
| Exclusion | $6,039,023 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,456,158 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,229,795 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $226,363 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $226,363 | TotalRevenueColumnAmt |
| Exclusion | $226,363 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $882,155,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $817,044,147 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,110,853 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,110,853 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $768,343 | UnrelatedBusinessRevenueAmt |
| Exclusion | $64,342,510 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $245,438 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $24,125 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $62,262 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $183,176 | TotalRevenueColumnAmt |
| Exclusion | $183,176 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| INN AT SWARTHMORE (INN & RESTAURANT) | 721110 | $4,639,033 | $4,168,593 | $470,440 |
| BOOKSTORE AT SWARTHMORE (AT INN) | 611710 | $1,689,774 | $487,816 | $1,201,958 |
| SUMMER PROGRAMS | 713990 | $189,370 | $189,370 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,934,778 | TotalRevenueColumnAmt |
| Exclusion | $1,934,778 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,452,955 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $361,641,058 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $135,938,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,455,944 | UnrelatedBusinessRevenueAmt |
| Exclusion | $198,360,114 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,320,972 | TotalAmt |
| Program Services | $47,320,972 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,199,028 | TotalAmt |
| Program Services | $8,199,028 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,453,561 | TotalAmt |
| Program Services | $1,777,416 | ProgramServicesAmt |
| Management And General | $4,172,678 | ManagementAndGeneralAmt |
| Fundraising | $503,467 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,527 | TotalAmt |
| Management And General | $484,527 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,711,516 | TotalAmt |
| Program Services | $81,482,648 | ProgramServicesAmt |
| Management And General | $13,609,604 | ManagementAndGeneralAmt |
| Fundraising | $3,619,264 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,160,851 | TotalAmt |
| Program Services | $6,415,815 | ProgramServicesAmt |
| Management And General | $1,427,652 | ManagementAndGeneralAmt |
| Fundraising | $317,384 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,744,712 | TotalAmt |
| Program Services | $13,469,114 | ProgramServicesAmt |
| Management And General | $4,634,858 | ManagementAndGeneralAmt |
| Fundraising | $640,740 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,997,668 | TotalAmt |
| Program Services | $5,510,346 | ProgramServicesAmt |
| Management And General | $1,218,731 | ManagementAndGeneralAmt |
| Fundraising | $268,591 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,120,919 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,120,919 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,913 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $242,913 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,815 | TotalAmt |
| Fundraising | $56,815 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,381,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,381,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,156,625 | TotalAmt |
| Program Services | $7,192,868 | ProgramServicesAmt |
| Management And General | $3,601,685 | ManagementAndGeneralAmt |
| Fundraising | $362,072 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,838 | TotalAmt |
| Program Services | $54,385 | ProgramServicesAmt |
| Management And General | $68,453 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,358,400 | TotalAmt |
| Program Services | $7,087,990 | ProgramServicesAmt |
| Management And General | $2,070,080 | ManagementAndGeneralAmt |
| Fundraising | $200,330 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,515,452 | TotalAmt |
| Program Services | $4,034,251 | ProgramServicesAmt |
| Management And General | $1,336,343 | ManagementAndGeneralAmt |
| Fundraising | $144,858 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,696,870 | TotalAmt |
| Program Services | $2,073,985 | ProgramServicesAmt |
| Management And General | $542,081 | ManagementAndGeneralAmt |
| Fundraising | $80,804 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,403,671 | TotalAmt |
| Program Services | $3,291,244 | ProgramServicesAmt |
| Management And General | $801,133 | ManagementAndGeneralAmt |
| Fundraising | $311,294 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,745,529 | TotalAmt |
| Program Services | $2,201,109 | ProgramServicesAmt |
| Management And General | $881,187 | ManagementAndGeneralAmt |
| Fundraising | $663,233 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,940,627 | TotalAmt |
| Program Services | $6,835,262 | ProgramServicesAmt |
| Management And General | $1,839,057 | ManagementAndGeneralAmt |
| Fundraising | $266,308 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,741,712 | TotalAmt |
| Program Services | $15,577,870 | ProgramServicesAmt |
| Management And General | $4,556,912 | ManagementAndGeneralAmt |
| Fundraising | $606,930 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,938,363 | TotalAmt |
| Program Services | $2,938,363 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIP PURCH, RENTAL & MAINT | $9,226,060 | $7,077,311 | $2,016,084 | $132,665 |
| OFF-CAMPUS STUDY PROGRAMS | $5,203,521 | $5,203,521 | $0 | $0 |
| FOOD & BEVERAGE (NON-TRAVEL) | $4,884,511 | $4,884,511 | $0 | $0 |
| ANNUITY PAYMENTS | $1,514,237 | $1,514,237 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,457,307 | TotalAmt |
| Program Services | $2,793,306 | ProgramServicesAmt |
| Management And General | $5,638,582 | ManagementAndGeneralAmt |
| Fundraising | $25,419 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,780,205 | TotalAmt |
| Program Services | $236,935,552 | ProgramServicesAmt |
| Management And General | $55,644,479 | ManagementAndGeneralAmt |
| Fundraising | $8,200,174 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,354,000 | BOYAmt |
| EOY | $77,198,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,979,000 | BOYAmt |
| EOY | $3,311,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,825,000 | BOYAmt |
| EOY | $2,150,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,881 | BOYAmt |
| EOY | $192,624 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,657,119 | BOYAmt |
| EOY | $5,529,376 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,017 | BOYAmt |
| EOY | $511,518 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,407,983 | BOYAmt |
| EOY | $2,413,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $886,261,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $247,383,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,029,000 | BOYAmt |
| EOY | $638,878,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,308,000 | BOYAmt |
| EOY | $732,297,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,016,060,000 | BOYAmt |
| EOY | $2,061,783,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,570,000 | BOYAmt |
| EOY | $72,602,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,463,772,000 | BOYAmt |
| EOY | $3,596,866,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,903,000 | BOYAmt |
| EOY | $43,537,000 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,873,000 | BOYAmt |
| EOY | $2,581,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,096,000 | BOYAmt |
| EOY | $456,140,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,638,000 | BOYAmt |
| EOY | $40,039,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,510,000 | BOYAmt |
| EOY | $542,297,000 | 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 | $1,250,767,000 | BOYAmt |
| EOY | $1,292,567,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,771,495,000 | BOYAmt |
| EOY | $1,762,002,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,022,262,000 | BOYAmt |
| EOY | $3,054,569,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,463,772,000 | BOYAmt |
| EOY | $3,596,866,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $60,860,853 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$27,552,853 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,001,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $1,471 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,471 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B LINE 1I | FormAndLineReferenceDesc |
| Explanation | DETAIL OF LOBBYING EXPENSES SWARTHMORE COLLEGE IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES (NAICU) AND THE LOBBYING EXPENSES ASSOCIATED WITH THIS MEMBERSHIP IS $1,471. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $4,776,000 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,720,329,000 | BeginningYearBalanceAmt |
| Contributions | $2,851,000 | ContributionsAmt |
| Investment Earnings Or Losses | $152,418,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,970,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $119,774,000 | OtherExpendituresAmt |
| Administrative Expenses | $5,381,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,728,473,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,725,238,000 | BeginningYearBalanceAmt |
| Contributions | $2,501,000 | ContributionsAmt |
| Investment Earnings Or Losses | $111,475,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,404,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $90,565,000 | OtherExpendituresAmt |
| Administrative Expenses | $6,916,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,720,329,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,899,312,000 | BeginningYearBalanceAmt |
| Contributions | $7,044,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$73,564,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,511,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $80,240,000 | OtherExpendituresAmt |
| Administrative Expenses | $7,803,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,725,238,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,103,670,000 | BeginningYearBalanceAmt |
| Contributions | $6,803,000 | ContributionsAmt |
| Investment Earnings Or Losses | $906,280,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,650,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $87,918,000 | OtherExpendituresAmt |
| Administrative Expenses | $7,873,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,899,312,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,131,553,000 | BeginningYearBalanceAmt |
| Contributions | $8,468,000 | ContributionsAmt |
| Investment Earnings Or Losses | $81,291,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,543,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $89,643,000 | OtherExpendituresAmt |
| Administrative Expenses | $6,456,000 | AdministrativeExpensesAmt |
| End Year Balance | $2,103,670,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.36000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.61000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,783,000 | OtherCostOrOtherBasisAmt |
| Book Value | $5,783,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $850,975,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $224,044,000 | DepreciationAmt |
| Book Value | $626,931,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,388,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $1,388,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,339,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,339,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,776,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $4,776,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $638,878,000 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PUBLIC EQUITY | $319,646,000 | F |
| REAL ASSETS | $403,736,000 | F |
| PRIVATE EQUITY | $890,222,000 | F |
| MARKETABLE ALTERNATIVES | $446,143,000 | F |
| OTHER | $2,036,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,061,783,000 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| EMPLOYEE AND FORMER EMPLOYEES | $5,883,000 |
| DONORS | $17,230,000 |
| POSTRETIREMENT HEALTH BENEFIT | $14,080,000 |
| CONDITIONAL ASSET RETIRMNT OBLIGATION | $1,186,000 |
| RIGHT OF USE LIABILITIES | $1,660,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $40,039,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $273,416,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$27,552,853 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$27,552,853 | RevenueNotReportedAmt |
| Revenue Subtotal | $300,968,853 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,381,000 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $55,291,205 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $60,672,205 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $361,641,058 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $241,109,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $241,109,000 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,381,000 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $54,290,205 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $59,671,205 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $300,780,205 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 4 | DESCRIPTION OF COLLECTIONS WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS ARE RECOGNIZED AT THEIR ESTIMATED FAIR VALUE AT THE TIME OF GIFT BASED UPON APPRAISALS OR SIMILAR VALUATIONS. ALL MATERIAL ITEMS, WHETHER CONTRIBUTED OR PURCHASED, HAVE BEEN CAPITALIZED. WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS ARE NOT SUBJECT TO DEPRECIATION. ---------------------- |
| SCHEDULE D, PART V, LINE 4 | USE OF ENDOWMENT FUNDS IN ADDITION TO SCHOLARSHIPS, THE SWARTHMORE COLLEGE ENDOWMENT PROVIDES FUNDING FOR A VARIETY OF PROGRAMS INCLUDING PROFESSORSHIPS, FACULTY AND STUDENT RESEARCH, LIBRARIES, ACADEMIC SUPPORT, AWARDS AND PRIZES, COMMUNITY SERVICE, FACILITIES AND GROUNDS, DEBT SERVICE AND CAPITAL PROJECTS, AS WELL AS GENERAL BUDGET SUPPORT. ------------------- |
| SCHEDULE D, PART X, LINE 2 | TEXT OF FIN 48 (ASC 740) FOOTNOTE THE FOLLOWING IS THE TEXT OF THE FIN 48 (ASC 740) FOOTNOTE FROM THE CONSOLIDATED JUNE 30, 2024 SWARTHMORE COLLEGE AUDITED FINANCIAL STATEMENTS: IN ACCORDANCE WITH THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT REGULARLY EVALUATES ITS TAX POSITIONS AND DOES NOT BELIEVE THE COLLEGE HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT IN THE FINANCIAL STATEMENTS. THE COLLEGE CONTINUALLY MONITORS AND EVALUATES ITS ACTIVITIES FOR UNRELATED BUSINESS INCOME ACTIVITY. -------------------- |
| SCHEDULE D, PART XI, LINE 4B | DETAIL OF OTHER CHANGES COSTS OF RENTAL HOUSING $ (1,229,795) CHANGE IN PRESENT VALUE OF LIFE INCOME FUNDS 1,001,000 STUDENT AID 55,520,000 --------------- TOTAL $ 55,291,205 -------------------- SCHEDULE D, PART XII, LINE 4B DETAIL OF OTHER CHANGES COST OF RENTAL HOUSING $ (1,229,795) STUDENT AID 55,520,000 --------------- TOTAL $ 54,290,205 ------------------- |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | false | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | PUBLICATION OF RACIALLY NON-DISCRIMINATORY POLICY SWARTHMORE COLLEGE CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS ON A NATIONWIDE AND WORLDWIDE BASIS AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY. SWARTHMORE COLLEGE INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL ITS PRINTED AND BROADCAST ADVERTISING, AS WELL AS IN COLLEGE CATALOGS. THEREFORE, SWARTHMORE COLLEGE IS IN COMPLIANCE WITH SECTIONS 4.02 AND 4.03 OF IRS REVENUE PROCEDURE 75-50. SWARTHMORE PUBLISHES ITS POLICY ON ITS MAIN WEBSITE: HTTPS://WWW.SWARTHMORE.EDU/EQUAL-OPPORTUNITY/NON-DISCRIMINATION-AND-EQUAL- OPPORTUNITY ------------------ |
| SCHEDULE E, LINE 6A | DESCRIPTION OF FINANCIAL AID/ASSISTANCE FROM GOV'T AGENCY SWARTHMORE COLLEGE PARTICIPATES IN FIVE FEDERAL STUDENT FINANCIAL AID PROGRAMS: FEDERAL PELL, FSEOG, FEDERAL WORK STUDY, FEDERAL PERKINS AND FEDERAL DIRECT LOAN PROGRAMS. THE COLLEGE ALSO PARTICIPATES IN THE PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY (PHEAA) STUDENT GRANT PROGRAM. THE ONLY DIRECT FINANCIAL ASSISTANCE RECEIVED BY THE COLLEGE FROM A GOVERNMENTAL AGENCY IS THE PHEAA INSTITUTIONAL ASSISTANCE GRANT. ------------------ |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (16 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | N/A | $536,259,932 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | N/A | $48,955,394 |
| North America | 0 | 0 | Investments | N/A | $11,536,389 |
| Central America and the Caribbean | 0 | 0 | Program Services | SCHOLARSHIPS | $206,220 |
| East Asia and the Pacific | 0 | 0 | Program Services | SCHOLARSHIPS | $1,404,142 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | SCHOLARSHIPS | $314,085 |
| Middle East and North Africa | 0 | 0 | Program Services | SCHOLARSHIPS | $615,203 |
| North America | 0 | 0 | Program Services | SCHOLARSHIPS | $523,816 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | SCHOLARSHIPS | $509,649 |
| South America | 0 | 0 | Program Services | SCHOLARSHIPS | $641,669 |
| South Asia | 0 | 0 | Program Services | SCHOLARSHIPS | $1,130,068 |
| Sub-Saharan Africa | 0 | 0 | Program Services | SCHOLARSHIPS | $2,854,176 |
| East Asia and the Pacific | 0 | 0 | Program Services | STUDY ABROAD | $135,875 |
| Middle East and North Africa | 0 | 0 | Program Services | STUDY ABROAD | $968,315 |
| South America | 0 | 0 | Program Services | STUDY ABROAD | $11,563 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | STUDY ABROAD | $6,282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $606,072,778 | SubtotalSpentAmt |
| Total Spent | $606,072,778 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| SCHOLARSHIPS | Central America and the Caribbean | 4 | $206,220 | CREDIT | SCHOLARSHIPS | BOOK |
| SCHOLARSHIPS | East Asia and the Pacific | 22 | $1,404,142 | CREDIT | SCHOLARSHIPS | BOOK |
| SCHOLARSHIPS | Europe (Including Iceland and Greenland) | 6 | $314,085 | CREDIT | SCHOLARSHIPS | BOOK |
| SCHOLARSHIPS | Middle East and North Africa | 11 | $615,203 | CREDIT | SCHOLARSHIPS | BOOK |
| SCHOLARSHIPS | North America | 8 | $523,816 | CREDIT | SCHOLARSHIPS | BOOK |
| SCHOLARSHIPS | Russia and the Newly Independent States | 8 | $509,649 | CREDIT | SCHOLARSHIPS | BOOK |
| SCHOLARSHIPS | South America | 10 | $641,669 | CREDIT | SCHOLARSHIPS | BOOK |
| SCHOLARSHIPS | South Asia | 19 | $1,130,068 | CREDIT | SCHOLARSHIPS | BOOK |
| SCHOLARSHIPS | Sub-Saharan Africa | 44 | $2,854,176 | CREDIT | SCHOLARSHIPS | BOOK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SWARTHMORE COLLEGE SCHOLARSHIPS ARE AWARDED TO STUDENTS, IN ACCORDANCE WITH COLLEGE POLICIES, TO COVER TUITION AND OTHER EDUCATIONAL EXPENSES CHARGED BY THE COLLEGE AND DISTRIBUTED DIRECTLY ON THE STUDENT'S ACCOUNT. | ExplanationTxt |
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 |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| HANOVER RESEARCH | ||||||||
| 4401 WILSON BLVD | ARLINGTON | VA | 22203 | GENERAL CONSULTING | false | $13,713,000 | $42,750 | $13,670,250 |
| ACADEMIC RESEARCH FUNDING STRATEGIE | ||||||||
| 1004 ROSE CIRCLE | COLLEGE STATION | TX | 77840 | GENERAL CONSULTING | false | $5,000 | $720 | $4,280 |
| GREEN SEEDS | ||||||||
| 342 WEST 4TH STREET | MEDIA | PA | 19063 | GENERAL CONSULTING | false | $412,000 | $13,345 | $398,655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $14,130,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $56,815 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $14,073,185 | TotalNetToOrganizationAmt |
| All States | All States | AllStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CCC GALA | Event1Nm |
| Gross Receipts Event1 | $269,563 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $24,125 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $245,438 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $7,600 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $24,608 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $800 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $29,254 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $269,563 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $24,125 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $245,438 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $7,600 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $24,608 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $800 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,254 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $62,262 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $183,176 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SWARTHMORE COLLEGE FUNDS/SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 813 | RecipientCnt |
| Cash Grant | $47,320,972 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SWARTHMORE COLLEGE SCHOLARSHIPS ARE AWARDED TO STUDENTS, IN ACCORDANCE WITH COLLEGE POLICIES, TO COVER TUITION AND OTHER EDUCATIONAL EXPENSES CHARGED BY THE COLLEGE AND DISTRIBUTED DIRECTLY ON THE STUDENT'S ACCOUNT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VALERIE SMITH | ||||||||||||||
| PRES./EX OFFICIO BOARD MEMBER | $711,643 | $0 | $0 | $0 | $0 | $0 | $331,806 | $0 | $106,094 | $0 | $1,149,543 | $0 | $0 | $0 |
| MARK C AMSTUTZ | ||||||||||||||
| CHIEF INVEST OFF.(UNTIL 12/23) | $522,296 | $0 | $0 | $0 | $0 | $0 | $33,000 | $0 | $22,400 | $0 | $577,696 | $0 | $0 | $0 |
| ROBERT GOLDBERG | ||||||||||||||
| VP FINANCE & ADMIN & TREASURER | $465,249 | $0 | $30,000 | $0 | $0 | $0 | $33,000 | $0 | $22,234 | $0 | $550,483 | $0 | $0 | $0 |
| ELIZABETH BOLUCH-WOOD | ||||||||||||||
| VP OF COLLEGE ADVANCEMENT | $459,461 | $0 | $0 | $0 | $0 | $0 | $33,000 | $0 | $25,724 | $0 | $518,185 | $0 | $0 | $0 |
| FRANK C GRUNSEICH | ||||||||||||||
| CHIEF INVEST OFF.(AS OF 1/24) | $412,124 | $0 | $0 | $0 | $0 | $0 | $33,000 | $0 | $27,868 | $0 | $472,992 | $0 | $0 | $0 |
| THOMAS STEPHENSON | ||||||||||||||
| PROFESSOR | $109,037 | $0 | $0 | $0 | $282,135 | $0 | $10,798 | $0 | $13,774 | $0 | $415,744 | $0 | $0 | $0 |
| ANDREW HIRSCH | ||||||||||||||
| VP FOR COMMUNICATIONS | $297,640 | $0 | $10,000 | $0 | $0 | $0 | $29,633 | $0 | $27,868 | $0 | $365,141 | $0 | $0 | $0 |
| JAMES L BOCK III | ||||||||||||||
| VP AND DEAN OF ADMISSIONS | $269,315 | $0 | $0 | $0 | $0 | $0 | $27,595 | $0 | $55,337 | $0 | $352,247 | $0 | $0 | $0 |
| RENEE ATKINSON | ||||||||||||||
| ASSOCIATE VP GIFT PLANNING | $283,503 | $0 | $15,000 | $0 | $0 | $0 | $28,222 | $0 | $21,840 | $0 | $348,565 | $0 | $0 | $0 |
| E CARR EVERBACH | ||||||||||||||
| PROFESSOR | $270,654 | $0 | $0 | $0 | $0 | $0 | $22,416 | $0 | $27,705 | $0 | $320,775 | $0 | $0 | $0 |
| SHARMAINE BRADHAM LAMAR ESQ | ||||||||||||||
| GENERAL COUNSEL | $244,238 | $0 | $0 | $0 | $0 | $0 | $24,874 | $0 | $48,068 | $0 | $317,180 | $0 | $0 | $0 |
| TOMOKO SAKOMURA | ||||||||||||||
| PROVOST & DEAN OF THE FACULTY | $263,111 | $0 | $0 | $0 | $0 | $0 | $25,739 | $0 | $27,173 | $0 | $316,023 | $0 | $0 | $0 |
| BETH GLASSMAN | ||||||||||||||
| VP HUMAN RESOURCES | $259,797 | $0 | $0 | $0 | $0 | $0 | $26,185 | $0 | $22,393 | $0 | $308,375 | $0 | $0 | $0 |
| KATHERINE RENNINGER | ||||||||||||||
| PROFESSOR | $243,931 | $0 | $0 | $0 | $0 | $0 | $19,093 | $0 | $22,020 | $0 | $285,044 | $0 | $0 | $0 |
| ANDREW FEICK | ||||||||||||||
| FORMER CO-INTERIM VP FIN&ADMIN | $230,164 | $0 | $0 | $0 | $0 | $0 | $23,308 | $0 | $27,790 | $0 | $281,262 | $0 | $0 | $0 |
| DONNA JO NAPOLI | ||||||||||||||
| PROFESSOR | $246,630 | $0 | $0 | $0 | $0 | $0 | $24,142 | $0 | $7,650 | $0 | $278,422 | $0 | $0 | $0 |
| JASON PARKHILL | ||||||||||||||
| CHIEF INFORMATION OFFICER | $207,912 | $0 | $0 | $0 | $0 | $0 | $20,525 | $0 | $27,710 | $0 | $256,147 | $0 | $0 | $0 |
| ERIN BROWNLEE DELL | ||||||||||||||
| CHIEF OF STAFF & SECRETARY | $186,791 | $0 | $0 | $0 | $0 | $0 | $19,188 | $0 | $36,659 | $0 | $242,638 | $0 | $0 | $0 |
| ALICE TURBIVILLE | ||||||||||||||
| ASSISTANT TREASURER | $187,811 | $0 | $0 | $0 | $0 | $0 | $18,777 | $0 | $21,689 | $0 | $228,277 | $0 | $0 | $0 |
| BRADLEY KOCH | ||||||||||||||
| DIRECTOR OF ATHLETICS | $189,388 | $0 | $0 | $0 | $0 | $0 | $18,857 | $0 | $845 | $0 | $209,090 | $0 | $0 | $0 |
| ROBIN HUNTINGDON SHORES | ||||||||||||||
| ASSISTANT SECRETARY | $148,973 | $0 | $0 | $0 | $0 | $0 | $15,244 | $0 | $21,946 | $0 | $186,163 | $0 | $0 | $0 |
| STEPHANIE IVES | ||||||||||||||
| VP FOR STUDENT AFFAIRS | $149,185 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 | $6,488 | $0 | $180,673 | $0 | $0 | $0 |
| CARRIE DIENNA | ||||||||||||||
| FORMER ACTING ASST TREASURER | $162,240 | $0 | $0 | $0 | $0 | $0 | $16,163 | $0 | $803 | $0 | $179,206 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, LINE 1A | DETAIL OF ADDITIONAL BENEFITS PROVIDED FIRST CLASS TRAVEL IN GENERAL, IT IS THE COLLEGE'S POLICY THAT FIRST CLASS TRAVEL IS NOT AUTHORIZED FOR COLLEGE EMPLOYEES TRAVELING ON COLLEGE BUSINESS. HOWEVER, IN RECOGNITION THAT THE PRESIDENT TYPICALLY WORKS DURING FLIGHTS, ATTENDS DIRECTLY TO BUSINESS UPON ARRIVAL, AND CANNOT SCHEDULE IN TIME FOR ADEQUATE REST, THE BOARD OF MANAGERS HAS APPROVED THE USE OF FIRST CLASS TRAVEL FOR THE PRESIDENT ON DOMESTIC AND INTERNATIONAL FLIGHTS OVER THREE HOURS IN LENGTH. THIS POLICY EXTENDS TO THE PRESIDENT'S SPOUSE WHEN HE OR SHE ACCOMPANIES THE PRESIDENT ON BUSINESS TRAVEL. FOR ALL OTHER EMPLOYEES (FACULTY AND STAFF), FIRST CLASS TRAVEL MUST BE PRE-APPROVED BY THE PRESIDENT OR THEIR DESIGNATE. TRAVEL FOR COMPANIONS IN CERTAIN AUTHORIZED CIRCUMSTANCES THE COLLEGE WILL PAY, OR WILL REIMBURSE, FOR THE TRAVEL, MEALS AND EXPENSES OF THE SPOUSE/PARTNER OF AN EMPLOYEE UNDER THE COLLEGE'S ACCOUNTABLE PLAN. REIMBURSEMENTS ARE CONSIDERED TAXABLE INCOME TO THE EMPLOYEE UNLESS THE COMPANION TRAVEL IS: 1) FOR A BONA FIDE BUSINESS PURPOSE, 2) DIRECTLY BENEFITS THE COLLEGE, AND 3) IS PROPERLY DOCUMENTED AND APPROVED. ANY SPOUSE/PARTNER TRAVEL OTHER THAN THE PRESIDENT MUST BE APPROVED, IN ADVANCE, BY THE PRESIDENT OR THEIR DESIGNATE. TAX GROSS-UP PAYMENTS RETIREMENT PAYMENTS TO EMPLOYEES MAY INCLUDE A GROSS-UP FOR A PORTION OF THE BENEFITS PAID. RESIDENCE REQUIREMENT AS A CONDITION OF EMPLOYMENT, THE PRESIDENT AND DEAN OF STUDENTS MAINTAINED THEIR FULL TIME RESIDENCE IN COLLEGE-PROVIDED HOUSING AND USED THE RESIDENCE FOR COLLEGE BUSINESS AND ENTERTAINMENT PURPOSES. SOCIAL CLUB DUES MEMBERSHIP DUES WERE PROVIDED TO TWO CLUBS. THE YALE CLUB (IN NEW YORK) AND THE PENN CLUB (IN PHILADELPHIA) AND ARE TO BE USED, PRIMARILY, FOR BUSINESS PURPOSES. -------------------- |
| SCHEDULE J, PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION SWARTHMORE COLLEGE (THE "COLLEGE") MAINTAINS A SUPPLEMENTAL EXECUTIVE IRC SECTION 457(F) RETIREMENT PLAN ("SERP") DESIGNED FOR THE PRESIDENT OF THE COLLEGE. VESTING IN THE SERP WILL OCCUR IF THE PRESIDENT REMAINS AT THE COLLEGE THROUGH JUNE 30, 2025 (OR DEATH OR PERMANENT DISABILITY PRIOR TO THEN). THERE WERE NO DISTRIBUTIONS MADE FROM THE SERP PLAN FOR THE JUNE 30, 2024 TAX YEAR. -------------------- |
| SCHEDULE J, PART I, LINE 7 | CERTAIN INDIVIDUALS RECEIVED APPROVED DISCRETIONARY BONUSES AND/OR INCENTIVE COMPENSATION. -------------------- |
| SCHEDULE J, PART II | ADDITIONAL INFORMATION ALL DEFERRED COMPENSATION FIGURES REPORTED ON PART II, COLUMN C, INCLUDE EMPLOYER CONTRIBUTIONS TO A QUALIFIED RETIREMENT PLAN. TOMOKO SAKAMURA - DEFERRED COMPENSATION ALSO INCLUDES ACCRUED LEAVE COMPENSATION AND BENEFITS. VALERIE SMITH - NON-TAXABLE BENEFITS FIGURE INCLUDES A HOUSING ALLOWANCE. SEE "RESIDENCE REQUIREMENT" ABOVE. VALERIE SMITH - DEFERRED COMPENSATION ALSO INCLUDES ACCRUED LEAVE COMPENSATION AND BENEFITS. VALERIE SMITH - DEFERRED COMPENSATION ALSO INCLUDES 457(B) COMPENSATION. THOMAS STEPHENSON - OTHER REPORTABLE COMPENSATION FIGURE WAS AN EARLY RETIREMENT PAYMENT ---------------- |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2013 | ||||||||
| A | 232243929 | 870000JG2 | 2013-07-31 | $52,616,042 | VAR. CAPITAL PROJECTS- SEE PART VI | false | false | false |
| SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2015 | ||||||||
| B | 232243929 | 870000KJ4 | 2015-07-14 | $59,996,832 | VAR. CAPITAL PROJECTS- SEE PART VI | false | false | false |
| SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2016A | ||||||||
| C | 232243929 | 870000KY1 | 2016-08-16 | $73,699,674 | REFUNDING PRIOR BOND- SEE PART VI | false | false | false |
| SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2016B | ||||||||
| D | 232243929 | 870000LW4 | 2016-08-16 | $25,244,118 | VAR. CAPITAL PROJECTS- SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $52,616,042 | $0 | $52,626,016 | $0 | $0 | $0 | $353,591 | $0 | $0 | $18,387,425 | $33,885,000 | $0 | 2016 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $10,188,415 | $0 | $60,362,681 | $0 | $0 | $0 | $348,937 | $0 | $0 | $60,013,744 | $0 | $0 | 2018 | false | false | Yes (true) | Yes (true) |
| C | $35,282,199 | $0 | $73,701,488 | $0 | $0 | $0 | $344,674 | $0 | $0 | $0 | $73,356,814 | $0 | 2016 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $4,252,333 | $0 | $25,522,589 | $0 | $0 | $0 | $194,356 | $0 | $0 | $25,328,233 | $0 | $0 | 2019 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00900 | 0.00900 | false | false | 0.00000 | false | Yes (true) |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| D | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, COLUMN (F) | FormAndLineReferenceDesc |
| Explanation | PART I, LINE A: THE PROCEEDS OF THE BONDS ISSUED ON 7/31/2013 WERE USED TO REFUND THE SWARTHMORE COLLEGE REVENUE BONDS, SERIES 2008 ISSUED ON 4/30/2008 AND SERIES 2009 ISSUED ON 7/29/2009, USED FOR VARIOUS TAX EXEMPT CAPITAL PROJECTS AND TO FUND THE COSTS OF ISSUING THE 2013 BONDS. PART I, LINE B: THE PROCEEDS OF THE BONDS ISSUED ON 7/14/2015 WERE USED FOR VARIOUS TAX-EXEMPT CAPITAL PROJECTS AND TO FUND THE COST OF ISSUING THE 2015 BONDS. PART I, LINE C: THE PROCEEDS OF THE BONDS ISSUED ON 7/19/2016 WERE USED TO ADVANCE REFUND THE 2006A REVENUE BONDS, AND TO FUND THE COSTS OF ISSUING THE 2016A BONDS. PART I, LINE D: THE PROCEEDS OF THE BONDS ISSUED ON 7/19/2016 WILL BE USED FOR VARIOUS TAX-EXEMPT CAPITAL PROJECTS AND TO FUND THE COST OF ISSUING THE 2016B BONDS. PART I, LINE E: THE PROCEEDS OF THE BONDS ISSUED ON 7/10/2018 WILL BE USED FOR VARIOUS TAX-EXEMPT CAPITAL PROJECTS AND TO FUND THE COST OF ISSUING THE 2018 BONDS. PART I, LINE F: THE PROCEEDS OF THE BONDS ISSUED ON 8/4/2021 WILL BE USED TO ADVANCE REFUND A PORTION OF THE 2011B REVENUE BONDS, PAR VALUE OF $11,595,000, THE COSTS OF ISSUING THE 2021B REVENUE BONDS, AND VARIOUS TAX-EXEMPT CAPITAL PROJECTS. Part I, Line G: The proceeds of the bonds issued on 7/12/2023 will be used to advance refund a portion of the 2013 Revenue Bonds, par value of $30,380,000, the costs of issuing the 2023 Revenue Bonds, and various tax-exempt capital projects. -------------------- SCHEDULE K, PART II, LINE 3 DETAIL OF TOTAL PROCEEDS FROM ISSUE THE TOTAL PROCEEDS OF ISSUE REPORTED FOR EACH BOND LISTED INCLUDES INVESTMENT EARNINGS. FOR THE 2013 SERIES (ISSUED 07/31/2013) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: $9,974 FOR THE 2015 SERIES (ISSUED 07/14/2015) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: $365,849 FOR THE 2016A SERIES (ISSUED 07/19/2016) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: $1,814 FOR THE 2016B SERIES (ISSUED 08/14/2016) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: $278,471 FOR THE 2018 SERIES (ISSUED 07/10/2018) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: $2,720,284 FOR THE 2021B SERIES (ISSUED 08/04/2021) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: $1,778,397 FOR THE 2023 SERIES (ISSUED 07/01/2024) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: $4,335,369 --------------------- SCHEDULE K, PART III PRIVATE BUSINESS USE FOR THE 08/16/2016A BONDS (COLUMN D), THERE WAS NO NEED TO COMPLETE THIS PRIVATE BUSINESS USE SECTION SINCE THIS 2016A BOND ISSUE WAS SIMPLY A REFUNDING ISSUE OF THE 2006A BONDS (WHICH, IN TURN, WERE AN ADVANCED REFUNDING ISSUE OF THE 1998 & 2001 BONDS (WHICH WERE BOTH ISSUED PRIOR TO THE SCHEDULE K 12/31/2002 REPORTING DATE). -------------------- SCHEDULE K, PART IV, LINE 2C DATE THE REBATE COMPUTATION WAS PERFORMED COLUMN A: 07/30/2023 COLUMN B: 09/15/2023 COLUMN C: 08/15/2023 COLUMN D: 08/15/2023 COLUMN E: 07/26/2023 COLUMN F: 08/04/2023 COLUMN G: 07/01/2023 --------------------- | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2018 | ||||||||
| A | 232243929 | 870000LX2 | 2018-07-26 | $110,605,739 | VAR. CAPITAL PROJECTS- SEE PART VI | false | false | false |
| SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2021B | ||||||||
| B | 232243929 | 870000NT9 | 2021-08-04 | $89,731,139 | VAR. CAPITAL PROJECTS- SEE PART VI | false | false | false |
| SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2023 | ||||||||
| C | 232243929 | 870000QV1 | 2023-07-12 | $141,989,065 | VAR. CAPITAL PROJECTS- SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $8,594,323 | $0 | $113,326,023 | $0 | $10,190,406 | $0 | $672,822 | $0 | $0 | $102,462,795 | $0 | $0 | 2021 | false | false | Yes (true) | Yes (true) |
| B | $2,536,249 | $0 | $91,509,536 | $0 | $4,327,730 | $0 | $859,190 | $0 | $0 | $74,727,616 | $11,595,000 | $0 | 2024 | Yes (true) | false | false | Yes (true) |
| C | $1,517,672 | $0 | $146,324,434 | $0 | $4,225,000 | $0 | $830,258 | $0 | $0 | $40,067,237 | $29,053,588 | $72,148,351 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00200 | 0.00200 | false | false | 0.00000 | false | Yes (true) |
| B | false | false | false | false | 0.00000 | 0.00700 | 0.00700 | false | false | 0.00000 | false | Yes (true) |
| C | false | false | false | false | 0.00000 | 0.00300 | 0.00300 | false | false | 0.00000 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | Yes (true) | false | false | false | 0 | false | Yes (true) | |||
| 0 | ||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| JAMES L BOCK III | |||||||
| OFFICER | MORTGAGE | Yes (X) | $340,000 | $118,374 | false | Yes (true) | Yes (true) |
| ANDREW HIRSCH | |||||||
| OFFICER | MRTG DWN PYMT ASSIST | Yes (X) | $45,000 | $22,500 | false | Yes (true) | Yes (true) |
| JASON PARKHILL | |||||||
| OFFICER | MRTG DWN PYMT ASSIST | Yes (X) | $57,500 | $51,750 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $192,624 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 51 | ContributionCnt |
| Noncash Contributions Rpt F990 | $266,222 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, LINE 32 | FormAndLineReferenceDesc |
| Explanation | USE OF THIRD PARTIES SWARTHMORE COLLEGE MAINTAINS ACCOUNTS AT SEVERAL BROKERAGE FIRMS TO FACILITATE THE SALE OF ANY NON-CASH CONTRIBUTIONS IT MAY RECEIVE. --------------- SCHEDULE M, PART I, COLUMN (B) INFORMATION REGARDING NUMBER OF CONTRIBUTIONS SWARTHMORE COLLEGE IS REPORTING THE AGGREGATE NUMBER OF CONTRIBUTIONS RECEIVED OF SCHEDULE M, PART I, COLUMN B (NOT THE NUMBER OF ITEMS RECEIVED). --------------- | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1 | DETAIL OF ORGANIZATION'S MISSION SWARTHMORE COLLEGE PROVIDES LEARNERS OF DIVERSE BACKGROUNDS A TRANSFORMATIVE LIBERAL ARTS EDUCATION GROUNDED IN RIGOROUS INTELLECTUAL INQUIRY AND EMPOWERS ALL WHO SHARE IN OUR COMMUNITY TO FLOURISH AND CONTRIBUTE TO A BETTER WORLD. WE COMMIT TO THIS MISSION BY: - OFFERING A ROBUST, LIBERAL ARTS CURRICULUM CONNECTING THE ARTS, HUMANITIES, NATURAL SCIENCES AND ENGINEERING, SOCIAL SCIENCES, AND INTERDISCIPLINARY PROGRAMS - FOSTERING INNOVATIVE RESEARCH AND CREATIVE PRODUCTION AND ENCOURAGING COLLABORATION AMONG FACULTY, STUDENTS, AND STAFF - BUILDING A DIVERSE, EQUITABLE, AND INCLUSIVE RESIDENTIAL COMMUNITY THAT ENRICHES OUR EXPERIENCES AND EXPANDS OUR WORLDVIEWS - STEWARDING OUR RESOURCES THROUGH INTENTIONAL DAILY AND LONG-TERM SUSTAINABILITY PRACTICES, HONORING OUR LOCATION ON THE ANCESTRAL LAND OF THE LENNI LENAPE PEOPLE. - CREATING OPPORTUNITIES FOR EDUCATION AND GROWTH AMONG FACULTY, STUDENTS, STAFF, AND ALUMNI BY SHARING IN THE MULTITUDE OF TALENTS OF THE COLLEGE COMMUNITY, EXPLORING THE BEAUTY OF OUR NATURAL ENVIRONMENT, AND ACTIVELY ENGAGING IN THE RICH CULTURAL DIVERSITY OF OUR REGION AND OUR WORLD - COMMITTING TO PEACE, EQUITY, AND SOCIAL RESPONSIBILITY, ROOTED IN OUR FOUNDING AS A CO-EDUCATIONAL QUAKER INSTITUTION ---------------- |
| FORM 990, PART VI, LINE 11 AND 11A | FORM 990 REVIEW PROCESS THE FORM 990 IS PREPARED INTERNALLY BY SWARTHMORE COLLEGE. IT IS REVIEWED BY THE APPROPRIATE SENIOR MANAGEMENT AND A NATIONALLY RECOGNIZED ACCOUNTING FIRM. BEFORE THE FORM 990 IS FILED, IT IS PROVIDED TO THE AUDIT AND RISK MANAGEMENT COMMITTEE, THE FINANCE COMMITTEE, AND ALL BOARD MEMBERS FOR THEIR REVIEW. -------------------- |
| FORM 990, PART VI, LINE 12C | CONFLICT OF INTEREST POLICY SWARTHMORE COLLEGE HAS TWO CONFLICT OF INTEREST POLICIES--ONE FOR ITS BOARD MEMBERS AND ONE FOR EMPLOYEES. EACH YEAR ALL MEMBERS OF THE BOARD RECEIVE A SURVEY REMINDING THEM OF THE POLICY AND REQUESTING DISCLOSURE OF BUSINESS AND CHARITABLE AFFILIATIONS, TRANSACTIONS WITH THE COLLEGE, AND ANY POSSIBLE CONFLICTS. LIKEWISE, ALL SUPERVISORY STAFF OF THE COLLEGE RECEIVES A SURVEY REMINDING THEM OF THE EMPLOYEE CONFLICT OF INTEREST POLICY AND ASKING THEM FOR OTHER BUSINESS AND CHARITABLE AFFILIATIONS, TRANSACTIONS WITH THE COLLEGE, AND ANY POSSIBLE CONFLICTS FOR THEMSELVES OR ANY MEMBER OF THE STAFF REPORTING TO THEM. THE AUDIT AND RISK MANAGEMENT COMMITTEE OF THE BOARD OF MANAGERS RECEIVES A SUMMARY OF ALL RESPONSES AND ADDRESSES POSSIBLE CONFLICTS WHICH ARISE. -------------------- |
| FORM 990, PART VI, LINE 15B | PROCESS FOR DETERMINING OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE COMPENSATION THE COMPENSATION COMMITTEE OF THE BOARD OF MANAGERS REVIEWS AND APPROVES THE COMPENSATION FOR COMPENSATED OFFICERS, DIRECTORS, AND KEY EMPLOYEES, INCLUDING THE PRESIDENT. THE COMMITTEE REVIEWS COMPARATIVE DATA OBTAINED FROM AN INDEPENDENT CONSULTANT, CONSULTS WITH THE PRESIDENT REGARDING THE PERFORMANCE OF EACH OFFICER, DIRECTOR AND KEY EMPLOYEE THAT REPORTS TO THE PRESIDENT AND SETS THE COMPENSATION FOR EACH OF THEM. THE COMPENSATION COMMITTEE SEPARATELY REVIEWS THE PERFORMANCE OF THE PRESIDENT AND USES COMPARATIVE DATA TO DETERMINE THE PRESIDENT'S COMPENSATION FOR THE SUBSEQUENT YEAR. THIS PROCESS IS COMPLETED ANNUALLY. -------------------- |
| FORM 990, PART VI, LINE 19 | AVAILABILITY OF DOCUMENTS TO THE PUBLIC THE COLLEGE MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. THE COLLEGE MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE VIA THE COLLEGE'S WEBSITE. THE COLLEGE MAKES ITS FINANCIAL STATEMENTS AVAILABLE VIA THE COLLEGE'S WEBSITE. -------------------- |
| FORM 990, PART XI, LINE 9 | DETAIL OF OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN PRESENT VALUE OF LIFE INCOME FUNDS $ (1,138,000) CHANGE IN OTHER POST RETIREMENT BENEFITS $ 137,000 ------------ $ (1,001,000) -------------------- |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARRISH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 COLLEGE AVE | AddressLine1Txt |
| City | SWARTHMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460563007 | EIN |
| Primary Activities | INN/RESTAURNT | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $4,649,349 | TotalIncomeAmt |
| End Of Year Assets | -$1,117,180 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWARTHMORE | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HIGHLAND CAPITAL PARTNERS VIII | ||||||||||||||
| ONE BROADWAY 14TH FLOOR | CAMBRIDGE | MA | 02142 | 980628360 | INVESTMENTS | MA | SWARTHMORE | EXCULDED FROM TAX | -$147,064 | $955,834 | false | $0 | false | 0.65333 |
| THE VARDE ASIA CREDIT FUND II LP | ||||||||||||||
| 901 Marquette Ave S SUITE 3300 | MINNEAPOLIS | MN | 55402 | 851367388 | INVESTMENTS | MN | SWARTHMORE | EXCLUDED FROM TAX | $1,116,011 | $9,404,056 | false | $186,475 | false | 0.91463 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARJAY PRODUCTIONS INC | ||||||||||||
| 1007 ORANGE STREET SUITE 1410 | WILMINGTON | DE | 19801 | 131952572 | LITERARY WORK | DE | NA | C CORPORATION | $320,434 | $91,826 | 1.00000 | Yes (true) |
| CHARITABLE REMAINDER ANNUITY TRUSTS | ||||||||||||
| CRATs - 4 | SWARTHMORE | PA | 19081 | N/A | PA | NA | TRUST | |||||
| CHARITABLE REMAINDER UNITRUSTS | ||||||||||||
| CRUTs - 33 | SWARTHMORE | PA | 19081 | N/A | PA | NA | TRUST | |||||
| NET INC CHARITABLE REMAINDER UNITRUSTs | ||||||||||||
| NIMCRUTs - 4 | SWARTHMORE | PA | 19081 | N/A | PA | NA | TRUST | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARJAY PRODUCTIONS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | A | TransactionTypeTxt |
| Involved | $90,000 | InvolvedAmt |
| Method Of Amount Determination | PER ESTATE DOC. | MethodOfAmountDeterminationTxt |