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IONA UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
IONA UNIVERSITY (EIN 13-3508093)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-08
IRS object ID
202501289349301740
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-08T10:25:49-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1421 Fayetteville Street Suite 300AddressLine1Txt
CityRaleighCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133508093EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Iona UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% NATHANIEL J KANEInCareOfNm
Business Name ControlIONABusinessNameControlTxt
Phone9146332483PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1715 NORTH AVENUE MCSPEDON HALLAddressLine1Txt
CityNEW ROCHELLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP108011809ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNATHANIEL J KANEPersonNm
Person TitleSVP OF FIN & ADMINPersonTitleTxt
Phone9146332483PhoneNum
Signature2025-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDRA L FEINSMITHPreparerPersonNm
PTINP01064157PTIN
Phone9192781936PhoneNum
Preparation2025-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR SEAMUS CAREYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1715 NORTH AVENUE MCSPEDON HALLAddressLine1Txt
CityNEW ROCHELLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP108011809ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$279,462,406GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IONA.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1940FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionIONA UNIVERSITY IS A CATHOLIC UNIVERSITY COMPRISED OF A DIVERSE COMMUNITY OF LEARNERS & SCHOLARS DEDICATED TO ACADEMIC EXCELLENCE IN THE TRADITION OF THE CHRISTIAN BROTHERS.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee1697TotalEmployeeCnt
Total Volunteers33TotalVolunteersCnt
Total Gross UBI-$82,838TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$23,020,223PYContributionsGrantsAmt
CY Contributions Grants$22,691,699CYContributionsGrantsAmt
PY Program Service Revenue$154,167,469PYProgramServiceRevenueAmt
CY Program Service Revenue$164,244,011CYProgramServiceRevenueAmt
PY Investment Income$426,061PYInvestmentIncomeAmt
CY Investment Income$822,304CYInvestmentIncomeAmt
PY Other Revenue$5,677,112PYOtherRevenueAmt
CY Other Revenue$6,420,084CYOtherRevenueAmt
PY Total Revenue$183,290,865PYTotalRevenueAmt
CY Total Revenue$194,178,098CYTotalRevenueAmt
PY Grants And Similar Paid$64,378,913PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$70,517,209CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$68,366,140PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$75,188,406CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$46,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$24,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,574,889CYTotalFundraisingExpenseAmt
PY Other Expenses$52,130,061PYOtherExpensesAmt
CY Other Expenses$52,927,157CYOtherExpensesAmt
PY Total Expenses$184,921,114PYTotalExpensesAmt
CY Total Expenses$198,656,772CYTotalExpensesAmt
PY Revenues Less Expenses-$1,630,249PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,478,674CYRevenuesLessExpensesAmt
Total Assets BOY$450,915,510TotalAssetsBOYAmt
Total Assets EOY$479,837,822TotalAssetsEOYAmt
Total Liabilities BOY$131,549,034TotalLiabilitiesBOYAmt
Total Liabilities EOY$138,941,987TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$319,366,476NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$340,895,835NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionIONA UNIVERSITY IS A CARING ACADEMIC COMMUNITY, INSPIRED BY THE LEGACY OF BLESSED EDMUND RICE AND THE CHRISTIAN BROTHERS, WHICH EMBODIES OPPORTUNITY, JUSTICE, AND THE LIBERATING POWER OF EDUCATION. IONA UNIVERSITY'S PURPOSE IS TO FOSTER INTELLECTUAL INQUIRY, COMMUNITY ENGAGEMENT AND AN APPRECIATION FOR DIVERSITY. IN THE TRADITION OF AMERICAN CATHOLIC HIGHER EDUCATION, IONA UNIVERSITY COMMITS ITS ENERGIES AND RESOURCES TO THE DEVELOPMENT OF GRADUATES RECOGNIZED FOR THEIR ETHICS, CREATIVITY AND PROBLEM-SOLVING ABILITIES; THEIR INDEPENDENT AND ADAPTIVE THINKING; THEIR JOY IN LIFELONG LEARNING; AND THEIR ENDURING INTEGRATION OF MIND, BODY AND SPIRIT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$112,722,285ExpenseAmt
Grant$70,517,209GrantAmt
Revenue$140,589,823RevenueAmt
DescTuition - FOUNDED BY THE CONGREGATION OF CHRISTIAN BROTHERS IN 1940, IONA UNIVERSITY IS CHARTERED BY THE STATE OF NEW YORK AND FULLY ACCREDITED BY THE FEDERAL DEPARTMENT OF EDUCATION APPROVED REGIONAL ACCREDITOR, THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION (MSCHE), TO OFFER CREDIT BEARING COURSEWORK TOWARDS DEGREES AND REGISTERED CERTIFICATES AT THE UNDERGRADUATE AND GRADUATE LEVELS. IN ADDITION TO MSCHE, IONA'S ACADEMIC PROGRAMS HOLD MULTIPLE PROFESSIONAL AND SPECIAL ACCREDITATIONS FROM INDEPENDENT ACCREDITING BODIES INCLUDING THE ACCREDITATION BOARD FOR ENGINEERING AND TECHNOLOGY (ABET); ACCREDITATION COUNCIL FOR OCCUPATIONAL THERAPY EDUCATION (ACOTE); AMERICAN ASSOCIATION FOR MARRIAGE AND FAMILY THERAPY (AAMFT); AMERICAN CHEMICAL SOCIETY (ACS); ASSOCIATION FOR ADVANCING QUALITY IN EDUCATOR PREPARATION (AAQEP); ASSOCIATION TO ADVANCE COLLEGIATE SCHOOLS OF BUSINESS INTERNATIONAL (AACSB); COLLEGE READING AND LEARNING ASSOCIATION (CRLA); COMMISSION ON COLLEGIATE NURSING EDUCATION (CCNE); COUNCIL ON ACADEMIC ACCREDITATION IN AUDIOLOGY AND SPEECH-LANGUAGE PATHOLOGY (CAA); COUNCIL ON SOCIAL WORK EDUCATION (CSWE); AND NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS (NASP). NOTABLY, THE SCHOOL OF BUSINESS IS ACCREDITED BY AACSB INTERNATIONAL - A HIGHLY ACCLAIMED DISTINCTION AWARDED TO JUST 6% OF BUSINESS SCHOOLS WORLDWIDE. IONA'S MAIN CAMPUS IS LOCATED ON 45 ACRES IN NEW ROCHELLE (WESTCHESTER COUNTY), NEW YORK, 20 MILES NORTH OF MIDTOWN MANHATTAN. IONA ALSO RECENTLY OPENED A NEW CAMPUS IN BRONXVILLE, NEW YORK, WHICH IS HOME TO ITS NEW SCHOOL OF HEALTH SCIENCES. IONA'S STUDENT BODY IS COMPRISED OF APPROXIMATELY 3,400 UNDERGRADUATE STUDENTS AND 600 GRADUATE STUDENTS WITH A WIDE VARIETY OF UNDERGRADUATE AND GRADUATE DEGREES IN THE SCHOOL OF ARTS AND SCIENCE, SCHOOL OF BUSINESS AND SCHOOL OF HEALTH SCIENCES. IN RECENT YEARS, THE IONA COMMUNITY HAS FOCUSED ON ADVANCING STUDENT DISTINCTION, ELEVATING THE IONA EXPERIENCE, ENHANCING ACADEMIC DISTINCTION, GROWING INFRASTRUCTURE, ADVANCING AFFORDABILITY, AND RAISING NECESSARY RESOURCES. MUCH SUCCESS HAS BEEN REALIZED INCLUDING ENHANCED ACADEMIC OFFERINGS AND INTERNATIONAL PROGRAMS, THE LAUNCH OF ACADEMIC CENTERS AND INSTITUTES, RECORD SCHOLARSHIPS AWARDED, GROWTH TO THE ENDOWMENT OF OVER 100%, AND AN INCREASE TO CAMPUS LAND HOLDINGS OF 60%. IONA UNIVERSITY OFFERS A VIBRANT EXPERIENCE FOR STUDENTS WITH STUDENT CLUBS, ORGANIZATIONS, AND GROUPS ON CAMPUS, AND AN NCAA DIVISION I ATHLETICS PROGRAM WITH 24 VARSITY TEAMS. THE SCHOOL OF ARTS AND SCIENCE, SCHOOL OF BUSINESS AND SCHOOL OF HEALTH SCIENCES SUPPORT THE MISSION OF IONA UNIVERSITY THROUGH A COMMITMENT TO FOSTERING ACADEMIC EXCELLENCE AND INTELLECTUAL INQUIRY IN THE LIBERAL ARTS TRADITION. THE SCHOOLS EMBRACE THE VALUES OF A STUDENT-CENTERED INSTITUTION ROOTED IN A RELIGIOUS TRADITION INCLUDING THE PURSUIT OF KNOWLEDGE AND TRUTH; DEVOTION TO INTEGRITY, DIVERSITY, AND FREEDOM OF INQUIRY; OPENNESS TO CHANGE, INNOVATION, AND ENTREPRENEURSHIP; APPRECIATION FOR DATA-INFORMED, OUTCOMES-ORIENTED PRACTICES THAT PROMOTE INTERNAL COLLABORATION AND EXTERNAL COMPETITIVENESS; COMMITMENT TO COMPASSION; TRANSPARENT DECISION-MAKING; AND ACCOUNTABILITY AND DEDICATION TO RESPONSIBLE STEWARDSHIP OF HUMAN, PHYSICAL, FINANCIAL, AND ENVIRONMENTAL RESOURCES. IONA UNIVERSITY HAS NEARLY 38 UNDERGRADUATE DEGREE PROGRAMS OF STUDY, OVER 49 UNDERGRADUATE MINORS, AND 27 GRADUATE PROGRAMS (16 MASTER'S DEGREE PROGRAMS AND 11 ADVANCED CERTIFICATE PROGRAMS) THROUGH THE SCHOOL OF ARTS & SCIENCE, LAPENTA SCHOOL OF BUSINESS, NEWYORK-PRESBYTERIAN IONA SCHOOL OF HEALTH SCIENCES AND HYNES INSTITUTE FOR ENTREPRENEURSHIP & INNOVATION. ON JULY 1, 2022, IONA OFFICIALLY CHANGED ITS STATUS FROM COLLEGE TO UNIVERSITY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$40,757,605ExpenseAmt
Grant$0GrantAmt
Revenue$5,466,251RevenueAmt
DescSTUDENT SERVICES - OTHER ACADEMIC AND STUDENT SUPPORT ACTIVITIES ARE PROVIDED FOR ENROLLED STUDENTS AND IN SUPPORT OF FACULTY SCHOLARSHIP CONSISTENT WITH STANDARDS ESTABLISHED BY THE NEW YORK STATE EDUCATION DEPARTMENT, THE COMMISSION OF HIGHER EDUCATION OF THE MIDDLE STATES ASSOCIATION OF SCHOOLS AND COLLEGES AND BEST PRACTICES IN AMERICAN HIGHER EDUCATION. THESE INCLUDE FULLY STAFFED AND OPERATIONAL LIBRARIES, A CAREER DEVELOPMENT CENTER, COUNSELING CENTER, HEALTH SERVICES CENTER, IT SUPPORT CENTER, FACULTY TRAINING CENTER, TUTORING AND ACADEMIC SUPPORT CENTER, CAMPUS MINISTRIES OFFICE, ATHLETICS DEPARTMENT, AND STUDENT DEVELOPMENT OFFICE SERVICING CLUBS, STUDENT GOVERNMENT, STUDENT MEDIA AND STUDENT RECREATION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$24,929,612ExpenseAmt
Grant$0GrantAmt
Revenue$22,456,101RevenueAmt
DescAUXILIARY ENTERPRISES - IONA UNIVERSITY PROVIDES ANCILLARY AUXILIARY SERVICES TO BOTH ITS STUDENT POPULATION AND ITS EMPLOYEE BASE IN AN EFFORT TO SUPPORT ITS EDUCATIONAL MISSION: 1) RESIDENTIAL SERVICES - AS PART OF THE STUDENT EXPERIENCE, IONA UNIVERSITY OFFERS ON-CAMPUS RESIDENCE HALL HOUSING AND RELATED SERVICES. THE PRIMARY GOAL OF IONA'S RESIDENTIAL LIFE PROGRAM IS TO PROVIDE A SAFE, SECURE AND COMFORTABLE ENVIRONMENT WHERE ACADEMIC SUCCESS, AS WELL AS THE SOCIAL, EMOTIONAL, SPIRITUAL, PHYSICAL AND CULTURAL DEVELOPMENT OF EACH RESIDENT, IS FACILITATED. 2) BOOKSTORE - THE UNIVERSITY HAS AN ON-CAMPUS BOOKSTORE WHERE STUDENTS CAN PURCHASE TEXTBOOKS, STUDY AIDS, ELECTRONICS, SOFTWARE, STATIONERY AND RELATED HARD GOODS. 3) FOOD SERVICE/CAFETERIA - THE UNIVERSITY HAS AN ON-CAMPUS CAFETERIA THAT IS COMMITTED TO PROVIDING QUALITY AND NUTRITIOUS FOOD WITH EXCEPTIONAL SERVICE. RESIDENT STUDENTS AND COMMUTERS MAY PARTICIPATE IN THE FULL MEAL PLAN OFFERED AT IONA UNIVERSITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$178,409,502TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document5255IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1697EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonNATHANIEL J KANEPersonNm
Phone9146332483PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1715 NORTH AVENUE MCSPEDON HALLAddressLine1Txt
CityNEW ROCHELLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10801ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeInd
DR SEAMUS CAREY
PRESIDENT65.00.0Yes (X)Yes (X)$873,550$0$48,714
TOBIN ANDERSON
HEAD COACH - MENS BASKETBALL50.00.0$607,057$0$33,015Yes (X)
TRICIA MULLIGAN PHD
PROVOST&SVP, ACADEMIC AFFAIRS50.00.0Yes (X)$322,787$0$62,616
KAVITA DHANWADA
Dean OF THE NY-PRESBYTERIAN50.00.0$316,555$0$34,183Yes (X)
KEVIN O'SULLIVAN
SVP, ENROLLMENT&STUDENT AFFAIR50.00.0$306,968$0$36,688Yes (X)
MICHAEL SMERIGLIO
VP FACILITIES AND CAMPUS OPER.50.00.0$320,869$0$0Yes (X)
NATHANIEL J KANE
SVP, FINANCE & ADMINISTRATION50.00.0Yes (X)$295,662$0$23,357
TIMOTHY CLUESS
ADVISOR TO THE PRES.&ATHLETICS50.00.0Yes (X)$261,965$0$27,939
Sandy A Curko
General Counsel50.00.0$263,683$0$22,767Yes (X)
MARYELLEN CALLAGHAN
SVP, STRATEGIC INIT&BOARD SEC50.00.0Yes (X)$240,535$0$23,957
Laura Doherty
SVP, ADVN & EXTERNAL AFFAIRS50.00.0$241,167$0$21,270Yes (X)
Matthew Glovaski
DIRECTOR OF ATHLETICS50.00.0$201,486$0$52,546Yes (X)
Joseph Stabile
DEAN SCHOOL OF ARTS & SCIENCE50.00.0$219,967$0$23,270Yes (X)
Mary Clare Reilley
SVP, Marketing & Communication50.00.0$206,710$0$14,530Yes (X)
MICHAEL HEGARTY
BOARD CHAIR2.00.0Yes (X)Yes (X)$0$0$0
JAMES P HYNES
BOARD VICE CHAIR2.00.0Yes (X)Yes (X)$0$0$0
KAREN ABBRUZZESE
TRUSTEE1.00.0Yes (X)$0$0$0
LUCILLE BOOTMAN
TRUSTEE1.00.0Yes (X)$0$0$0
DAVID P BROWN
TRUSTEE1.00.0Yes (X)$0$0$0
RONALD M DEFEO
TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL DOHENY
TRUSTEE1.00.0Yes (X)$0$0$0
ANDREW J DOLCE
TRUSTEE1.00.0Yes (X)$0$0$0
DAN DOYLE
TRUSTEE1.00.0Yes (X)$0$0$0
ANITA IACO
TRUSTEE1.00.0Yes (X)$0$0$0
EILEEN IVERS
TRUSTEE1.00.0Yes (X)$0$0$0
JOHN C JUDGE
TRUSTEE1.00.0Yes (X)$0$0$0
AL KELLY
TRUSTEE1.00.0Yes (X)$0$0$0
ROBERT V LAPENTA
TRUSTEE1.00.0Yes (X)$0$0$0
BARTLEY F LIVOLSI
TRUSTEE1.00.0Yes (X)$0$0$0
PHILLIP N MAISANO
TRUSTEE1.00.0Yes (X)$0$0$0
CATHY MCCABE
TRUSTEE1.00.0Yes (X)$0$0$0
ED MCNALLY
TRUSTEE1.00.0Yes (X)$0$0$0
BOB MEHMEL
TRUSTEE1.00.0Yes (X)$0$0$0
JOSEPH M MURPHY JR
TRUSTEE1.00.0Yes (X)$0$0$0
C PATRICK O'DONNELL JR
TRUSTEE1.00.0Yes (X)$0$0$0
STEPHEN V REITANO
TRUSTEE1.00.0Yes (X)$0$0$0
PETER G RIGUARDI
TRUSTEE1.00.0Yes (X)$0$0$0
DR ERIC ROBINSON
TRUSTEE1.00.0Yes (X)$0$0$0
ARMANDO RODRIGUEZ JR
TRUSTEE1.00.0Yes (X)$0$0$0
MATTHEW SCHNAARS
TRUSTEE1.00.0Yes (X)$0$0$0
KAREN SEITZ
TRUSTEE1.00.0Yes (X)$0$0$0
MARGARET TIMONEY
TRUSTEE1.00.0Yes (X)$0$0$0
RAYMOND J VERCRUYSSEE CFC
TRUSTEE1.00.0Yes (X)$0$0$0
BRIAN M WALSH CFC
TRUSTEE1.00.0Yes (X)$0$0$0
LAWRENCE I WILLS
TRUSTEE1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,678,961TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$424,852TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K103IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Chartwells Dining Services
833 BroadwayALBANYNY12207Food Services$8,841,843
CONSIGLI CONSTRUCTION CO INC
72 SUMMER STREETMILFORDMA01757CONSTRUCTION$7,477,031
Follett Higher Education Group LLC
3146 Solutions CenterCHICAGOIL60677retail$2,004,380
AP Construction Co Inc
707 Summer StreetSTAMFORDCT06901CONSTRUCTION$1,905,079
Carnegie Dartlet
210 Littleton RdWESTFORDMA01886marketing$730,842
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K88CntrctRcvdGreaterThan100KCnt
Fundraising$758,885FundraisingAmt
Government Grants$4,307,941GovernmentGrantsAmt
All Other Contributions$17,624,873AllOtherContributionsAmt
Noncash Contributions$598,499NoncashContributionsAmt
Total Contributions$22,691,699TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
TUITION AND FEES611710$140,589,823$140,589,823
ROOM & BOARD (& OTHER STUDENT CHARGES)611710$22,515,811$22,515,811
CAFETERIA611710$684,275$684,275
BOOKSTORE611710$387,144$387,144
VENDING COMMISSIONS611710$66,958$66,958
FieldValueIRS element (for citing)
Total Program Service Revenue$164,244,011TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$822,304TotalRevenueColumnAmt
Unrelated Business Revenue-$145,673UnrelatedBusinessRevenueAmt
Exclusion$967,977ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,117,876RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,117,876RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,117,876TotalRevenueColumnAmt
Exclusion$1,117,876ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$84,914,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$84,914,000SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$200,450FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$758,885ContriRptFundraisingEventAmt
Fundraising Direct Expenses$370,308FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$169,858TotalRevenueColumnAmt
Exclusion-$169,858ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NCAA DISTRIBUTION & GAME RECEIPTS611710$795,454$795,454
INSURANCE PROCEEDS611710$442,015$442,015
ATHLETICS MARKETING611710$269,077$269,077

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,965,520TotalRevenueColumnAmt
Related Or Exempt Func Income$3,899,995RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$62,835UnrelatedBusinessRevenueAmt
Exclusion$2,690ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,472,066OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$194,178,098TotalRevenueColumnAmt
Related Or Exempt Func Income$168,512,175RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$82,838UnrelatedBusinessRevenueAmt
Exclusion$3,057,062ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$70,517,209TotalAmt
Program Services$70,517,209ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,954,095TotalAmt
Program Services$311,696ProgramServicesAmt
Management And General$1,642,399ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$57,132,459TotalAmt
Program Services$49,201,221ProgramServicesAmt
Management And General$6,555,310ManagementAndGeneralAmt
Fundraising$1,375,928FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,830,595TotalAmt
Program Services$2,371,961ProgramServicesAmt
Management And General$392,719ManagementAndGeneralAmt
Fundraising$65,915FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,970,933TotalAmt
Program Services$7,517,397ProgramServicesAmt
Management And General$1,244,633ManagementAndGeneralAmt
Fundraising$208,903FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,300,324TotalAmt
Program Services$3,603,554ProgramServicesAmt
Management And General$596,630ManagementAndGeneralAmt
Fundraising$100,140FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$282,216TotalAmt
Management And General$282,216ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$218,115TotalAmt
Management And General$218,115ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$24,000TotalAmt
Fundraising$24,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$459,191TotalAmt
Management And General$459,191ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,627,594TotalAmt
Program Services$1,529,520ProgramServicesAmt
Management And General$3,440,062ManagementAndGeneralAmt
Fundraising$658,012FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,517,282TotalAmt
Program Services$2,303,262ProgramServicesAmt
Management And General$72,029ManagementAndGeneralAmt
Fundraising$141,991FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$830,132TotalAmt
Program Services$793,061ProgramServicesAmt
Management And General$37,071ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,883,184TotalAmt
Program Services$1,799,086ProgramServicesAmt
Management And General$84,098ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,316,732TotalAmt
Program Services$4,123,958ProgramServicesAmt
Management And General$192,774ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,101,728TotalAmt
Program Services$2,963,213ProgramServicesAmt
Management And General$138,515ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$149,810TotalAmt
Program Services$143,120ProgramServicesAmt
Management And General$6,690ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,648,963TotalAmt
Program Services$4,441,353ProgramServicesAmt
Management And General$207,610ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,823,297TotalAmt
Program Services$9,384,615ProgramServicesAmt
Management And General$438,682ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,295,797TotalAmt
Program Services$2,193,273ProgramServicesAmt
Management And General$102,524ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
FOOD SERVICES$9,143,168$8,734,859$408,309
OTHER ATHLETIC EXPENSES$1,759,697$1,681,114$78,583
STUDENT ACTIVITIES$1,167,659$1,115,515$52,144
PROFESSIONAL DUES & TRAINING$833,814$796,578$37,236

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,868,778TotalAmt
Program Services$2,883,937ProgramServicesAmt
Management And General$984,841ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$198,656,772TotalAmt
Program Services$178,409,502ProgramServicesAmt
Management And General$17,672,381ManagementAndGeneralAmt
Fundraising$2,574,889FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,313BOYAmt
EOY$6,238EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$17,846,311BOYAmt
EOY$18,614,584EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,145,714BOYAmt
EOY$9,119,119EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,438,440BOYAmt
EOY$3,705,512EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,269,766BOYAmt
EOY$3,127,612EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$354,591,020LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$142,989,323LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$212,172,340BOYAmt
EOY$211,601,697EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,089,510BOYAmt
EOY$7,372,399EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$203,184,825BOYAmt
EOY$225,242,611EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$763,291BOYAmt
EOY$1,048,050EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$450,915,510BOYAmt
EOY$479,837,822EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,870,484BOYAmt
EOY$16,320,327EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$7,711,341BOYAmt
EOY$14,220,328EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$83,238,322BOYAmt
EOY$84,811,704EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$21,767,887BOYAmt
EOY$20,309,628EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,961,000BOYAmt
EOY$3,280,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$131,549,034BOYAmt
EOY$138,941,987EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$252,112,395BOYAmt
EOY$261,692,595EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$67,254,081BOYAmt
EOY$79,203,240EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$319,366,476BOYAmt
EOY$340,895,835EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$450,915,510BOYAmt
EOY$479,837,822EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,478,674ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$23,919,033NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2,089,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,210,130CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,174,131CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,281,615CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,020,223CurrentTaxYearMinus1YearAmt
Current Tax Year$22,691,699CurrentTaxYearAmt
Total$97,377,798TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,210,130CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,174,131CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,281,615CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,020,223CurrentTaxYearMinus1YearAmt
Current Tax Year$22,691,699CurrentTaxYearAmt
Total$97,377,798TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,707,220SubstantialContributorsTotAmt
Public Support Total170$91,670,578PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,503,387CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$553,105CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,286,709CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,513,854CurrentTaxYearMinus1YearAmt
Current Tax Year$1,940,180CurrentTaxYearAmt
Total$6,797,235TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$129,055CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$850CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,144CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$232,586CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$363,635TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$121,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,930CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$137,560CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$132,265CurrentTaxYearMinus1YearAmt
Current Tax Year$203,140CurrentTaxYearAmt
Total$697,495TotalAmt
FieldValueIRS element (for citing)
Total Support$105,236,163TotalSupportAmt
Gross Receipts Rltd Activities$774,478,266GrossReceiptsRltdActivitiesAmt
Public Support CY1700.87109PublicSupportCY170Pct
Public Support PY1700.84543PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART I:FormAndLineReferenceDesc
ExplanationIONA UNIVERSITY OPERATES AS A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II) BUT ALSO QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(VI) TO ALLOW ITSELF TO UTILIZE THE SPECIAL RULE FOR 501(C)(3) ORGANIZATIONS ON FORM 990, SCHEDULE B.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$100,000AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesEDUCATIONAL INSTRUCTIONOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$207,953,041BeginningYearBalanceAmt
Contributions$12,931,028ContributionsAmt
Investment Earnings Or Losses$20,146,553InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,664,170GrantsOrScholarshipsAmt
Administrative Expenses$459,191AdministrativeExpensesAmt
End Year Balance$230,907,261EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$192,516,676BeginningYearBalanceAmt
Contributions$11,444,707ContributionsAmt
Investment Earnings Or Losses$14,137,744InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,693,327GrantsOrScholarshipsAmt
Administrative Expenses$452,759AdministrativeExpensesAmt
End Year Balance$207,953,041EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$206,331,440BeginningYearBalanceAmt
Contributions$7,421,657ContributionsAmt
Investment Earnings Or Losses-$13,552,912InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,267,921GrantsOrScholarshipsAmt
Administrative Expenses$415,588AdministrativeExpensesAmt
End Year Balance$192,516,676EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$162,713,043BeginningYearBalanceAmt
Contributions$7,028,044ContributionsAmt
Investment Earnings Or Losses$42,685,189InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,049,324GrantsOrScholarshipsAmt
Administrative Expenses$45,512AdministrativeExpensesAmt
End Year Balance$206,331,440EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$159,938,009BeginningYearBalanceAmt
Contributions$5,830,944ContributionsAmt
Investment Earnings Or Losses$2,510,934InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,401,275GrantsOrScholarshipsAmt
Administrative Expenses$165,569AdministrativeExpensesAmt
End Year Balance$162,713,043EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.75720BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.16530PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.07750TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,974,395OtherCostOrOtherBasisAmt
Book Value$20,974,395BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$232,724,080OtherCostOrOtherBasisAmt
Depreciation$97,362,528DepreciationAmt
Book Value$135,361,552BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$78,886,358OtherCostOrOtherBasisAmt
Depreciation$37,159,230DepreciationAmt
Book Value$41,727,128BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,906,479OtherCostOrOtherBasisAmt
Depreciation$7,721,129DepreciationAmt
Book Value$3,185,350BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,099,708OtherCostOrOtherBasisAmt
Depreciation$746,436DepreciationAmt
Book Value$10,353,272BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$211,601,697TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (15 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MULTI-STRATEGY EQUITY FUND$33,956,054F
MULTI-STRATEGY BOND FUND$14,032,406F
GOVERNMENT MONEY MARKET FUND$1,973,391F
LIMITED PARTNERSHIPS$46,917,445F
CASH VALUE OF LIFE INSURANCE$183,768F
R/E COMMERCIAL PROPERTY$2,650,371F
MERGER ARBITRAGE FUND$19,722,732F
CF CREDIT SERIES$11,910,056F
HIGH QUALITY BOND FUND$13,912,404F
VANGUARD S&P 500 EFT$1,086,282F
COMMONFUND OCIO GLOBAL EQUITY$69,955,737F
FIDELITY GLOBAL EX U.S. INDEX$2,559,642F
FIDELITY 500 INDEX$4,241,209F
CITY NATION BANK, DDA$3,398F
FIDELITY U.S. BOND INDEX FUND$2,137,716F
FieldValueIRS element (for citing)
Total Book Value Securities$225,242,611TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescACCRUED POSTRETIREMENT BENEFITDesc
Amt$3,280,000Amt
FieldValueIRS element (for citing)
Total Liability$3,280,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$149,580,039TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$23,919,033NetUnrealizedGainsInvstAmt
Other Revenue$2,459,308OtherRevenueAmt
Revenue Not Reported$26,378,341RevenueNotReportedAmt
Revenue Subtotal$123,201,698RevenueSubtotalAmt
Investment Expenses Not Incld$459,191InvestmentExpensesNotIncldAmt
Other Revenues Not Included$70,517,209OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$70,976,400RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$194,178,098TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$128,050,680TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$370,308OtherExpensesIncludedAmt
Expenses Not Reported$370,308ExpensesNotReportedAmt
Expenses Subtotal$127,680,372ExpensesSubtotalAmt
Investment Expenses Not Incld2$459,191InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$70,517,209OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$70,976,400ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$198,656,772TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4:THE UNIVERSITY OPERATES A PUBLIC GALLERY NEAR ITS CAMPUS THAT IS OPEN TO BOTH STUDENTS AND TO THE GENERAL PUBLIC, FREE OF CHARGE. THE UNIVERSITY DOES NOT OWN ANY OF THE ARTWORK EXHIBITED IN ITS GALLERY BUT RECEIVES THESE PIECES FOR PUBLIC EXHIBITION. THE GALLERY IS INTENDED AS A VEHICLE TO INCREASE PUBLIC APPRECIATION OF ART AND TO ENHANCE THE STUDENT EDUCATIONAL EXPERIENCE.
SCHEDULE D, PART V, LINE 4:THE UNIVERSITY'S ENDOWMENT FUND IS INTENDED TO SUPPORT ITS EDUCATIONAL MISSION. PERMANENT ENDOWMENT FUNDS AND QUASI ENDOWMENT FUNDS WILL FUND STUDENT SCHOLARSHIPS, FACULTY SUPPORT, FACILITY ENHANCEMENTS, OPERATIONS AND OTHER STRATEGIC INITIATIVES. THE UNIVERSITY INTENDS ON KEEPING THE ENDOWMENT PRINCIPAL UNTOUCHED, WHILE USING ITS EARNINGS TO SATISFY THE ABOVE MENTIONED OBJECTIVES.
SCHEDULE D, PART X, LINE 2:THE UNIVERSITY IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE UNIVERSITY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS. UNDER ASC 740, INCOME TAXES, THE UNIVERSITY MUST RECOGNIZE A TAX LIABILITY (OR DE-RECOGNIZE AN ASSET) ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX-RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE UNIVERSITY DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS TAKEN AND, ACCORDINGLY, WILL NOT RECOGNIZE ANY LIABILITY (OR DE-RECOGNIZE AN ASSET) FOR UNRECOGNIZED TAX POSITIONS UNDER ASC 740. THE UNIVERSITY IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION.
SCHEDULE D, PART XI, LINE 2D:CHANGE IN POSTRETIREMENT BENEFIT OBLIGATION $2,089,000 SPECIAL EVENT EXPENSES $ 370,308 ------------ TOTAL $2,459,308
SCHEDULE D, PART XI, LINE 4B:SCHOLARSHIP DISBURSEMENT $70,517,209
SCHEDULE D, PART XII, LINE 2D:SPECIAL EVENT EXPENSES $ 370,308
SCHEDULE D, PART XII, LINE 4B:SCHOLARSHIP DISBURSEMENT $70,517,209

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3:THE UNIVERSITY INCLUDES A STATEMENT OF ITS NON-DISCRIMINATION POLICY ON ITS WEBSITE, AS WELL AS IN STUDENT MATERIALS, AND EMPLOYEE JOB POSTINGS.
SCHEDULE E, PART I, LINE 6A:THE UNIVERSITY RECEIVES GRANTS FOR RESEARCH, TRAINING, AND FINANCIAL AID FROM THE NATIONAL SCIENCE FOUNDATION, THE US DEPARTMENT OF EDUCATION AND VARIOUS OTHER FEDERAL AND NEW YORK STATE AGENCIES.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonCATAPULT FUNDRAISING INCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12651 GREEN VALLEY PARKWAY SUITE 10AddressLine1Txt
CityHENDERSONCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89014ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISINGActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$24,000RetainedByContractorAmt
Net To Organization-$24,000NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$24,000TotalRetainedByContractorsAmt
Total Net To Organization-$24,000TotalNetToOrganizationAmt
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1IONA GALAEvent1Nm
Gross Receipts Event1$498,150GrossReceiptsEvent1Amt
Charitable Contri Event1$432,700CharitableContriEvent1Amt
Gross Revenue Event1$65,450GrossRevenueEvent1Amt
Rent Facility Costs Event1$235,446RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$21,823OtherDirectExpensesEvent1Amt
Event2WINGED FOOTEvent2Nm
Gross Receipts Event2$461,185GrossReceiptsEvent2Amt
Charitable Contri Event2$326,185CharitableContriEvent2Amt
Gross Revenue Event2$135,000GrossRevenueEvent2Amt
Rent Facility Costs Event2$91,260RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$21,779OtherDirectExpensesEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$959,335GrossReceiptsTotalAmt
Charitable Contributions Tot$758,885CharitableContributionsTotAmt
Gross Revenue Total Events$200,450GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$326,706RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$43,602OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$370,308DirectExpenseSummaryEventsAmt
Net Income Summary-$169,858NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient3072RecipientCnt
Cash Grant$70,517,209CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2:FormAndLineReferenceDesc
ExplanationIONA UNIVERSITY GIVES AID TO STUDENTS IN TWO BASIC FORMS: MERIT AID AND NEED BASED AID. THE AMOUNT OF MERIT AID A STUDENT RECEIVES IS BASED ON CUMULATIVE GRADE POINT AVERAGE (GPA) AND A RANGE OF MERIT AWARD LEVELS. NEED BASED AID IS DETERMINED BY UNMET NEED AS CALCULATED BY THE COST OF ATTENDANCE LESS THE FEDERAL EXPECTED FAMILY CONTRIBUTION (EFC). STUDENTS ARE GIVEN THESE AWARDS UPON ACCEPTANCE TO THE UNIVERSITY AND THE AWARDS ARE RENEWED ON AN ANNUAL BASIS ASSUMING THE STUDENT MEETS THE REQUIRED CUMULATIVE GPA AND THE NEED LEVEL AS DETERMINED BY FAFSA HAS NOT CHANGED. ALL SCHOLARSHIPS ISSUED BY THE UNIVERSITY ARE INTENDED TO BE USED TO DEFRAY TUITION COSTS AND ENABLE STUDENTS TO MATRICULATE AT IONA UNIVERSITY. THE STUDENT HAS NO DISCRETION ON HOW TO EXPEND THOSE FUNDS. ACCORDINGLY, THE UNIVERSITY DOES NOT FORMALLY MONITOR THE USE OF THE SCHOLARSHIP FUNDS SINCE IT IS REQUIRED THAT SUCH FUNDS BE USED TO OFFSET TUITION AND OTHER EDUCATIONALLY-RELATED COSTS. AS A NATIONAL COLLEGIATE ATHLETIC ASSOCIATION (NCAA) DIVISION I INSTITUTION, IONA UNIVERSITY AWARDS RECRUITED (AND RETURNING) ATHLETES SCHOLARSHIPS AND GRANTS IN ACCORDANCE WITH NCAA GUIDELINES FOR FULL-RIDE OR EQUIVALENCY SPORT ALLOCATIONS. THESE AWARDS MAY COVER TUITION, FEES, ROOM, BOARD, BOOKS AND LIVING EXPENSES PER NCAA RULES AND UNIVERSITY BUDGET ALLOCATIONS. AWARDS ARE RENEWED BASED ON ACADEMIC PERFORMANCE, ATHLETIC PARTICIPATION, TEAM ROSTER NEEDS AND AVAILABLE FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DR SEAMUS CAREY
PRESIDENT$674,500$0$145,000$0$54,050$0$16,500$0$32,214$0$922,264$0$0$0
TOBIN ANDERSON
HEAD COACH - MENS BASKETBALL$524,372$0$50,000$0$32,685$0$16,500$0$16,515$0$640,072$0$0$0
TRICIA MULLIGAN PHD
PROVOST&SVP, ACADEMIC AFFAIRS$247,534$0$30,500$0$44,753$0$29,802$0$32,814$0$385,403$0$0$0
KAVITA DHANWADA
Dean OF THE NY-PRESBYTERIAN$245,430$0$0$0$71,125$0$13,635$0$20,548$0$350,738$0$0$0
KEVIN O'SULLIVAN
SVP, ENROLLMENT&STUDENT AFFAIR$270,582$0$24,814$0$11,572$0$14,393$0$22,295$0$343,656$0$0$0
MICHAEL SMERIGLIO
VP FACILITIES AND CAMPUS OPER.$273,000$0$15,000$0$32,869$0$0$0$0$0$320,869$0$0$0
NATHANIEL J KANE
SVP, FINANCE & ADMINISTRATION$255,275$0$20,625$0$19,762$0$13,888$0$9,469$0$319,019$0$0$0
TIMOTHY CLUESS
ADVISOR TO THE PRES.&ATHLETICS$238,420$0$0$0$23,545$0$26,000$0$1,939$0$289,904$0$0$0
Sandy A Curko
General Counsel$230,280$0$24,000$0$9,403$0$12,120$0$10,647$0$286,450$0$0$0
MARYELLEN CALLAGHAN
SVP, STRATEGIC INIT&BOARD SEC$175,184$0$21,648$0$43,703$0$22,018$0$1,939$0$264,492$0$0$0
Laura Doherty
SVP, ADVN & EXTERNAL AFFAIRS$210,658$0$12,750$0$17,759$0$11,572$0$9,698$0$262,437$0$0$0
Matthew Glovaski
DIRECTOR OF ATHLETICS$187,449$0$13,675$0$362$0$19,732$0$32,814$0$254,032$0$0$0
Joseph Stabile
DEAN SCHOOL OF ARTS & SCIENCE$164,551$0$0$0$55,416$0$21,331$0$1,939$0$243,237$0$0$0
Mary Clare Reilley
SVP, Marketing & Communication$165,934$0$17,687$0$23,089$0$9,348$0$5,182$0$221,240$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, LINE 1A:FormAndLineReferenceDesc
ExplanationHOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE UNIVERSITY PROVIDES THE PRESIDENT HOUSING ON THE UNIVERSITY'S CAMPUS FOR THE CONVENIENCE OF THE EMPLOYER (IONA UNIVERSITY) AND AS A CONDITION OF EMPLOYMENT. THE FAIR MARKET VALUE OF SUCH LODGING IS EXCLUDED FROM THE PRESIDENT'S TAXABLE INCOME AND IS NOT REPORTED ON FORM 990, SCHEDULE J, PART II, COLUMN (D) AS A NONTAXABLE BENEFIT. PERSONAL SERVICES - THE UNIVERSITY PROVIDES DR. SEAMUS CAREY, PRESIDENT, WITH CUSTODIAL STAFF THAT CLEANS THE PORTION OF HIS HOUSE THAT IS USED FOR BUSINESS.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CITY OF NEW ROCHELLE CORP FOR LOCAL DEVELOPMENT
A611721247648535AS12015-05-06$49,537,981REFUNDING OF 2013 NROC BOND/CONSTRfalsefalsefalse
DORMITORY AUTHORITY OF THE STATE OF NEW YORK
B14600029365000BJE92021-12-01$39,128,383REFUNDING OF 2012 DASNY BOND/CONSTfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$6,545,000$0$49,537,981$2,946,436$2,107,765$0$773,080$0$0$35,524,155$8,186,545$02016Yes (true)falseYes (true)Yes (true)
B$0$0$39,128,383$0$0$0$520,571$0$0$19,525,006$19,082,806$02021Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule K, Part IV, Line 2c COLUMN A:FormAndLineReferenceDesc
ExplanationISSUER NAME: CITY OF NEW ROCHELLE CORP. FOR LOCAL DEVELOPMENT THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 05/05/2020.ExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution35ContributionCnt
Noncash Contributions Rpt F990$598,499NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, LINE 9:FormAndLineReferenceDesc
ExplanationAMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1A:AS PROVIDED IN ARTICLE VII, SECTION 6 OF THE BY-LAWS, THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE PRESIDENT OF THE UNIVERSITY, THE CHAIR AND VICE CHAIR OF THE BOARD OF TRUSTEES AND ALL CHAIRPERSONS OF STANDING COMMITTEES, THE CHAIR OF THE BOARD OF TRUSTEES SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE CHAIR, AFTER CONSULTATION WITH THE PRESIDENT, MAY APPOINT ANY OTHER MEMBER OF THE BOARD TO SERVE ON THE EXECUTIVE COMMITTEE. THE COMMITTEE'S RESPONSIBILITIES SHALL INCLUDE THE FOLLOWING: 1. BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, SUPERVISING THE GENERAL PROPERTY AND BUSINESS AFFAIRS OF THE UNIVERSITY EXCEPT, THAT UNLESS SPECIFICALLY EMPOWERED BY THE BOARD OF TRUSTEES TO DO SO, IT MAY NOT TAKE ANY ACTION INCONSISTENT WITH A PRIOR ACT OF THE BOARD OF TRUSTEES, ALTER BY-LAWS, REMOVE OR APPOINT THE PRESIDENT OF THE UNIVERSITY OR TAKE ANY ACTION WHICH HAS BEEN RESERVED TO THE BOARD; 2. CONVENING THE COMMITTEE UPON THE CALL OF THE CHAIR OR, ON THE REQUEST OF THE PRESIDENT, OR ON THE REQUEST OF AT LEAST THREE (3) MEMBERS OF THE COMMITTEE; AND 3. REPORTING TO THE BOARD ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SINCE THE LAST MEETING OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11B:THE FORM 990 IS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 IS CIRCULATED TO THE FULL BOARD OF TRUSTEES FOR DISCUSSION AND COMMENT. EACH BOARD MEMBER IS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE FORM 990 PRIOR TO ITS ELECTRONIC FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C:EACH TRUSTEE OF THE UNIVERSITY IS REQUIRED UPON APPOINTMENT AND ANNUALLY TO DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE BY VIRTUE OF THEIR EMPLOYMENT, BOARD SERVICE, OR POSITION WITH THE UNIVERSITY. THE UNIVERSITY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH AN ANNUAL QUESTIONNAIRE/DISCLOSURE STATEMENT THAT IS DISTRIBUTED TO THESE INDIVIDUALS BY THE SECRETARY OF THE BOARD. THE SECRETARY PROVIDES A COPY OF ALL COMPLETED STATEMENTS TO THE CHAIR OF THE AUDIT, COMPLIANCE AND RISK COMMITTEE AND THE CHAIR OF THE BOARD. POTENTIAL CONFLICTS ARE INVESTIGATED IMMEDIATELY. SHOULD A POTENTIAL CONFLICT ARISE, THEY ARE REVIEWED BY THE AUDIT, COMPLIANCE AND RISK COMMITTEE, WHICH WILL ATTEMPT TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICT AND, IN THE ABSENCE OF RESOLUTION, WILL REFER THE MATTER TO THE BOARD OF TRUSTEES FOR RESOLUTION.
FORM 990, PART VI, SECTION B, LINE 15A:THE UNIVERSITY UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIAL IS REASONABLE GIVEN THE MARKET IN WHICH THE UNIVERSITY OPERATES. IN RELEVANT PART, THE BOARD OF TRUSTEES HAS ESTABLISHED A COMPENSATION COMMITTEE OF INDEPENDENT PERSONS THAT HAVE NO PERSONAL INTEREST IN THE PROPOSED COMPENSATION AGREEMENT. CONTEMPORANEOUS SUBSTANTIATION FOR THE COMPENSATION REVIEW IS WITH THE COMPENSATION COMMITTEE MINUTES WHICH INCLUDES THE USE OF COMPARATIVE DATA AVAILABLE IN THE MARKET. THE PROCESS WAS MOST RECENTLY PERFORMED IN MAY 2024.
FORM 990, PART VI, SECTION C, LINE 19:THE ORGANIZATION DOES NOT ORDINARILY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, HOWEVER IF REQUESTED WILL BE PROVIDED AT MANAGEMENT'S DISCRETION.
FORM 990, PART XI, LINE 9:CHANGE IN POSTRETIREMENT BENEFIT OBLIGATION $2,089,000

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1748-754 NORTH AVENUE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1715 NORTH AVENUEAddressLine1Txt
CityNEW ROCHELLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10801ZIPCd
FieldValueIRS element (for citing)
EIN472478619EIN
Primary ActivitiesREAL ESTATEPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Total Income$155,062TotalIncomeAmt
End Of Year Assets$2,570,000EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1IONA UNIVBusinessNameLine1Txt