2023-03-24T10:27:53-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2021-07-01 240795453 MARYWOOD UNIVERSITY MARY 5703486211 2300 ADAMS AVENUE SCRANTON PA 18509 WILLIAM MCDONALD VP FOR FINANCE & ADMIN. 5703486211 2023-03-21 1 WILLIAM MCDONALD 999009999 LAURA J KENNEY P00202198 6177170831 2023-03-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SR MARY PERSICO IHM 2300 ADAMS AVENUE SCRANTON PA 18509 111787355 0 X WWW.MARYWOOD.EDU X 1915 PA TO PROVIDE AN EDUCATION IN THE IMMACULATE HEART OF MARY TRADITION OF ACADEMIC EXCELLENCE. 28 28 1275 595 153558 0 12928635 17866849 82129227 84730997 3100618 3401522 2826077 3930381 100984557 109929749 35325458 38375611 0 0 33943674 34160984 106080 168000 1088781 27947970 35364657 97323182 108069252 3661375 1860497 244412152 227731052 96129950 91676671 148282202 136054381 X A CATHOLIC UNIVERSITY SPONSORED BY THE CONGREGATION OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY, MARYWOOD UNIVERSITY ROOTS ITSELF IN THE PRINCIPLE OF JESUS AND A BELIEF THAT EDUCATION EMPOWERS PEOPLE. CONTINUED ON SCHEDULE O.ENACTING ITS IDEALS, MARYWOOD OFFERS STUDENTS A WELCOMING AND SUPPORTIVE COMMUNITY THAT ENCOURAGES MEN AND WOMEN OF ALL BACKGROUNDS TO SHAPE THEIR LIVES AS LEADERS IN SERVICE TO OTHERS. PROUD OF ITS LIBERAL ARTS TRADITION AND HOST OF PROFESSIONAL DISCIPLINES, MARYWOOD CHALLENGES STUDENTS TO BROADEN THEIR UNDERSTANDING OF GLOBAL ISSUES AND TO MAKE DECISIONS BASED ON SPIRITUAL, ETHICAL, AND RELIGIOUS VALUES. MARYWOOD CALLS UPON STUDENTS TO SEEK THEIR FULL POTENTIAL AND INVITES ALL TO ENGAGE IN A LIFELONG PROCESS OF LEARNING. WITNESSING THE EFFICACY OF TEACHING AND SCHOLARSHIP, MARYWOOD EDUCATES STUDENTS TO LIVE RESPONSIBLY IN A DIVERSE AND INTERDEPENDENT WORLD. 0 1 72176856 38375611 79325182 INSTRUCTION AND SCHOLARSHIPS: MARYWOOD PROVIDED UNDERGRADUATE AND GRADUATE INSTRUCTION TO 2,285 FULL-TIME AND 321 PART-TIME STUDENTS. CONSIDERED A 'LIBERAL ARTS' UNIVERSITY, MARYWOOD HAS THREE DEGREE-GRANTING COLLEGES, AND OFFERS UNDERGRADUATE DEGREES IN 55 ACADEMIC PROGRAMS WHICH INCLUDE ARTS, MUSIC, FINE ARTS, SCIENCES, SOCIAL WORK, ARCHITECTURE, AND NURSING. MARYWOOD IS FULLY ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION. GRADUATE PROGRAMS INCLUDE BIOTECHNOLOGY, CRIMINAL JUSTICE, INTERIOR ARCHITECTURE, EDUCATION, PHYSICIAN ASSISTANT, SOCIAL WORK, PSYCHOLOGY, ATHLETIC TRAINING AND PROFESSIONAL WRITING. 10270855 0 0 RESEARCH AND ACADEMIC SUPPORT: MARYWOOD PROVIDED SERVICES TO SUPPORT THE INSTRUCTIONAL AREAS NOTED ABOVE. THIS INCLUDES LIBRARY, COMPUTER SERVICES, ATHLETICS, HEALTH & FITNESS, TECHNOLOGY, AND ART GALLERIES. FACULTY AND STAFF ARE ENCOURAGED TO SECURE FUNDING FOR VARIOUS RESEARCH PROJECTS FROM FEDERAL, STATE, AND LOCAL SOURCES, AS WELL AS PRIVATE FUNDING AGENCIES. 9912034 0 5405815 AUXILIARY SERVICES: MARYWOOD PROVIDED DORMITORY SERVICES TO 704 RESIDENT STUDENTS AND FOOD SERVICES TO RESIDENT STUDENTS, COMMUTER STUDENTS, AND CAMPUS STAFF. MARYWOOD OFFERED FOUR ON-CAMPUS HOUSING OPTIONS AND FOUR DINING VENUES. THE UNIVERSITY ALSO OPERATED A DAY-CARE CENTER WHICH IS AVAILABLE TO FACULTY, STAFF, AND THE GENERAL PUBLIC. 92359745 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 178 0 1275 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 PA X WILLIAM MCDONALD 5703486211 2300 ADAMS AVENUE SCRANTON PA 18509 X RENEE ZEHEL VP FOR UNIVERSITY ADVANCEMENT 40.00 0.00 X 131173 0 76961 CHRISTINA CLARK PROVOST 40.00 0.00 X 184699 0 20603 DR ALAN LEVINE PROFESSOR 40.00 0.00 X 144720 0 49354 DR LORI SWANCHAK DEAN,HEALTH & HUMAN SVCS TO MAR 2022 40.00 0.00 X 133226 0 58631 ANN BOLAND-CHASE VP ENROLLMENT & STUDENTS TO JAN 2022 40.00 0.00 X 154434 0 22222 DR CHRISTOPHER SPEICHER ASSOCIATE PROFESSOR 40.00 0.00 X 156268 0 9612 WENDY YANKELITIS VP OF OPERATIONS 40.00 0.00 X 134730 0 21762 DR BROOKE CANNON PROFESSOR 40.00 0.00 X 139336 0 16334 JEFFREY JOHNSON DEAN, LIBERAL ARTS & SCIENCES 40.00 0.00 X 135014 0 16113 WILLIAM MCDONALD VP FOR FINANCE & ADMINISTRATION 40.00 0.00 X 108846 0 6587 MARY THERESA PATERSON UNIVERSITY SECRETARY/GENERAL COUNSEL 40.00 0.00 X 88152 0 26284 PATRICK CASTELLANI INTERIM VP BUS. AFFAIRS TO JUL 2021 40.00 0.00 X 107699 0 6384 ROBERT PIUROWSKI VP ENROLLMENT & STUDENTS JAN 2022 40.00 0.00 X 0 0 0 SISTER CATHERINE LUXNER IHM VP FOR MISSION SERVICES 40.00 3.00 X 0 0 0 SISTER MARY PERSICO IHM EDD PRESIDENT 40.00 4.00 X X 0 0 0 LISA A LORI ESQ CHAIR 1.00 0.00 X X 0 0 0 PIA FERRARIO VICE CHAIR 1.00 0.00 X X 0 0 0 SUSAN COGNETTI SECRETARY 1.00 0.00 X X 0 0 0 JAMES G GAVIN TREASURER 1.00 0.00 X X 0 0 0 SISTER ELLEN MARONEY IHM TRUSTEE 1.00 0.00 X 0 0 0 SISTER MARY ELAINE ANDERSONIHM TRUSTEE 1.00 4.00 X 0 0 0 MICHAEL E BUGNO TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH BURNS TRUSTEE 1.00 0.00 X 0 0 0 SISTER MARY ANN CODY IHM TRUSTEE 1.00 2.00 X 0 0 0 CLAYTON J FITZHUGH TRUSTEE 1.00 0.00 X 0 0 0 MARY LAWLER MURPHY FOX PHD TRUSTEE 1.00 0.00 X 0 0 0 DR PATRICK J FRICCHIONE TRUSTEE 1.00 0.00 X 0 0 0 MARIA C GOGAL TRUSTEE 1.00 0.00 X 0 0 0 DR BERNADETTE GRAY-LITTLE TRUSTEE 1.00 0.00 X 0 0 0 FLORA KEATING KARAM TRUSTEE 1.00 0.00 X 0 0 0 FRANK KELLEHER TRUSTEE 1.00 0.00 X 0 0 0 REV JOHN M LAPERA TRUSTEE 1.00 0.00 X 0 0 0 JOHN J LAWLESS TRUSTEE 1.00 0.00 X 0 0 0 SISTER ANDREA J LEE IHM TRUSTEE 1.00 0.00 X 0 0 0 SISTER KATHLEEN LUNSMANN IHM TRUSTEE 1.00 6.00 X 0 0 0 ROBERT J LYNETT TRUSTEE 1.00 0.00 X 0 0 0 ALEJANDRA MARROQUIN TRUSTEE 1.00 0.00 X 0 0 0 SISTER KELLEY QUINN IHM TRUSTEE 1.00 0.00 X 0 0 0 MARY KAY ROTERT TRUSTEE 1.00 0.00 X 0 0 0 DAN SANTANIELLO TRUSTEE 1.00 0.00 X 0 0 0 PAULA SHIELDS TRUSTEE 1.00 0.00 X 0 0 0 ROBERT TAMBURRO TRUSTEE 1.00 0.00 X 0 0 0 1618297 0 330847 25 0 1 0 COMPASS GROUP 2400 YORKMONT ROAD CHARLOTTE NC 28217 DINING SERVICES 2844759 DYNAMIC CAMPUS SOLUTIONS 2806 FLINTROCK TRACE AUSTIN TX 73738 IT SERVICES 1271565 HONEYWELL INC 1145 HIGHWAY 315 WILKESBARRE PA 18702 CONSTRUCTION SERVICES 747086 CNI SALES 2960 SKIPPACK PIKE PO BOX 180 WORCESTER PA 19490 IT SERVICES 544139 AJ GUZZI GENERAL CONTRACTORS 9 SKYLINE DRIVE CLARKS SUMMIT PA 18411 CONSTRUCTION SERVICES 505577 25 225255 1123350 4680707 11837537 16209 17866849 TUITION AND FEES 611600 79247622 79247622 AUXILIARY ENTERPRISES 721310 5405815 5405815 EDUCATIONAL SALES AND SERVICES 611710 77560 77560 84730997 1587095 1587095 2875 2875 345683 138100 207583 207583 153558 54025 3388487 955875 618185 2432612 -618185 1814427 1814427 6750 225255 46690 -39940 -39940 26032 2206 23826 23826 3569498 96550 3472948 3472948 DEFERRED PAYMENT FEE 611600 77310 77310 FORFEITED ADVANCE DEPOSITS 611600 25485 25485 PARKING & TRAFFIC FINES 611600 21650 21650 138644 138644 263089 109929749 84730997 153558 7178345 38375611 38375611 1714901 933509 684905 96487 24886029 21580714 2823569 481746 1074242 916788 134127 23327 4619125 3511604 999150 108371 1866687 1590130 234879 41678 94735 1300 93435 178570 178570 168000 168000 48127 48127 4657631 2231967 2380728 44936 440822 52091 387030 1701 3280911 2546272 661545 73094 2787588 1896457 879802 11329 1964623 1742771 221852 1689555 1659642 19749 10164 375953 282542 79629 13782 3032879 2700697 332182 7167301 6382288 785013 716907 716101 806 FOOD SERVICE 3507526 3507526 REPAIRS AND MAINTENANCE 821520 818275 3245 MEMBERSHIPS 290524 178399 107860 4265 BAD DEBT 163589 163589 4145896 735061 3400934 9901 108069252 92359745 14620726 1088781 678160 67766 17357371 13176835 2085148 3029791 4750362 5353784 970756 855746 252753688 111021739 145384595 141731949 48395675 55883752 22478471 5523236 2311614 2108193 244412152 227731052 7065747 8208912 15463487 12504792 53269151 52578195 18333374 16519794 1998191 1864978 96129950 91676671 X 95601217 87400218 52680985 48654163 148282202 136054381 244412152 227731052 X 1860497 -13904933 -183385 X 0 1 X 1 1 1 X 9626275 13510878 11238045 12928635 17866849 65170682 9626275 13510878 11238045 12928635 17866849 65170682 1280258 63890424 977488 545972 504784 312101 1782095 4122440 4584 23826 28410 4693957 4100561 4492229 2956249 3832587 20075583 89397115 418557939 0.71470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS SALES OF INVENTORY - 2017 AMOUNT: $ 4,254,276. 2018 AMOUNT: $ 3,818,645. 2019 AMOUNT: $ 3,379,205. 2020 AMOUNT: $ 2,436,308. 2021 AMOUNT: $ 3,569,498. EMPLOYEE GRADUATE TUITION LIABILITY - 2019 AMOUNT: $ 661,783. BAD DEBT RECOVERIES - 2017 AMOUNT: $ 128,460. 2018 AMOUNT: $ 96,050. 2019 AMOUNT: $ 95,513. 2020 AMOUNT: $ 130,929. DEFERRED PAYMENT FEE - 2017 AMOUNT: $ 67,210. 2018 AMOUNT: $ 72,405. 2020 AMOUNT: $ 82,145. 2021 AMOUNT: $ 77,310. UTILITY REBATE - 2020 AMOUNT: $ 160,410. CONFERENCE DINING HOUSING - 2019 AMOUNT: $ 102,183. DINING CONTRACT - 2017 AMOUNT: $ 49,765. PARKING FEES AND FINES - 2018 AMOUNT: $ 37,575. 2021 AMOUNT: $ 21,650. FORFEITED ADVANCE DEPOSITS - 2021 AMOUNT: $ 25,485. ALL OTHER REVENUE - 2017 AMOUNT: $ 194,246. 2018 AMOUNT: $ 75,886. 2019 AMOUNT: $ 253,545. 2020 AMOUNT: $ 146,457. 2021 AMOUNT: $ 138,644. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 62123957 893591 -9543579 1370000 52103969 61174860 3863421 -1123324 1791000 62123957 59722820 1378058 1126093 1012000 40111 61174860 53856407 4325501 2599695 1023000 35783 59722820 49157582 2924625 2817724 1020000 23524 53856407 0.23742 0.56935 0.19323 0 0 1406859 1406859 201301681 103516663 97785018 281164 133642 147522 49763984 7371434 42392550 141731949 60708451 -13904933 121781 -13783152 74491603 48127 35390019 35438146 109929749 72936272 281340 281340 72654932 48127 35366193 35414320 108069252 PART III, LINE 4: MARYWOOD UNIVERSITY'S ART GALLERIES STRIVE TO PRESENT EXHIBITIONS AND PROGRAMS THAT PROVIDE OPPORTUNITIES FOR LIFELONG LEARNING AND CONTRIBUTE TO THE VISUAL LITERACY OF BOTH THE INSTITUTION AND THE GREATER COMMUNITY. THE ART GALLERIES ARE COMMITTED TO COMPLEMENTING AND BROADENING THE AVAILABILITY OF CONTEMPORARY AND HISTORICAL VISUAL ARTS FOR THE ACADEMIC COMMUNITY WITH OUTREACH AND COLLABORATIVE PROGRAMMING. ALL EXHIBITIONS, RECEPTIONS, AND ACCOMPANYING EVENTS ARE FREE OF CHARGE AND OPEN TO THE MARYWOOD COMMUNITY AND THE GENERAL PUBLIC. CURRENT, FUTURE, AND PAST EXHIBITIONS, AS WELL AS OVER 50 OBJECTS FROM THE PERMANENT COLLECTION, CAN BE VIEWED ON THE ART GALLERIES' WEB PAGE AT WWW.MARYWOOD.EDU/GALLERIES. THE SURACI GALLERY MAINTAINS MARYWOOD'S PERMANENT COLLECTION OF FINE AND DECORATIVE ARTS. THE ASIAN COLLECTION CONSISTS OF PAINTINGS, FURNITURE, IVORIES, TAPESTRIES, AND CERAMICS. BRONZE AND MARBLE SCULPTURES, FURNITURE, AND PAINTINGS COMPRISE THE 19TH CENTURY COLLECTION. IN ADDITION, EUROPEAN CERAMICS, GLASS, AND OTHER DECORATIVE ARTS ARE DISPLAYED. FEATURE EXHIBITIONS THAT SHOWCASE REGIONAL, NATIONAL, AND INTERNATIONAL ARTISTS, AS WELL AS RECENT WORK BY THE ART FACULTY ARE HIGHLIGHTED DURING THE YEAR IN A RECENTLY RENOVATED EXHIBITION SPACE. PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO GIVE FINANCIAL AID TO STUDENTS AND SUPPORT UNIVERSITY PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 96,550. DIRECT FUNDRAISING EXPENSES 46,690. DIRECT RENTAL EXPENSES 138,100. CHANGE IN SPLIT INTEREST AGREEMENTS -343,836. LOSS ON REFUNDS FOR FEDERAL STUDENT LOANS 184,277. PART XI, LINE 4B - OTHER ADJUSTMENTS: INSTITUTIONAL AID 35,366,193. NET GAMING REVENUE 23,826. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 96,550. DIRECT FUNDRAISING EXPENSES 46,690. DIRECT RENTAL EXPENSES 138,100. PART XII, LINE 4B - OTHER ADJUSTMENTS: INSTITUTIONAL AID 35,366,193. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATION POLICY IS NOW POSTED ON THE HOMEPAGE OF UNIVERSITY'S WEBSITE. IT IS CLEARLY STATED ON MOST ADMISSIONS ADVERTISEMENTS AND PUBLICATIONS AND ALSO DISCLOSED ON THE SUPPLEMENTAL MATERIAL CREATED BY THE MARKETING AND COMMUNICATIONS OFFICE. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES FINANCIAL AID/ASSISTANCE FROM VARIOUS FEDERAL (U.S. DEPARTMENT OF EDUCATION) AND STATE (COMMONWEALTH OF PENNSYLVANIA) GOVERNMENTAL AGENCIES. SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 20 PROGRAM SERVICES THE SISTERS LEADERSHIP DEVELOPMENT INITIATIVE ("SLDI") PHASE V YEAR 3 PROGRAM EVALUATION IS AN OBJECTIVES-BASED ASSESSMENT USING CRITERIA OUTLINED IN THE PROJECT PROPOSAL TO THE CONRAD N. HILTON FOUNDATION. IT TARGETS:1. PROJECT OUTPUTS - PROJECT OUTPUTS AND PARTICIPANT DEMOGRAPHICS WERE BASED ON DATA COLLECTED DURING THE SESSIONS AND RECORDED BY THE PARTICIPANT OR COORDINATOR.2. PARTICIPANT SKILLS AND KNOWLEDGE - PARTICIPANT SKILLS AND KNOWLEDGE WERE ASSESSED PRE- AND POST- TRAINING. THESE MEASURES WERE SELF-REPORT MEASURES, AND THE LIKERT SCALES WERE CONSTRUCTED TO ALIGN WITH THE EXPECTED COMPETENCIES INTEGRATED INTO THE TECHNOLOGY AND WEB-DESIGN CURRICULUM.3. PROJECT MANAGEMENT - PROJECT MANAGEMENT WAS ASSESSED USING DATA INCLUDING: (A) LEARNING ENVIRONMENT ASSESSMENT BY PARTICIPANTS AFTER EACH SESSION, AND (B) TRAINER EVALUATIONS AFTER EACH SESSION.4. PROJECT OUTCOMES - THE FINAL OUTCOME OF THE PROJECT IS BASED ON ANNUAL DATA INCLUDING EVALUATIONS. 3032285 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 8 PROGRAM SERVICES THE HIGHER EDUCATION OF SISTERS IN AFRICA ("HESA") PHASE II YEAR 6 AND PHASE III YEAR 2 PROGRAM EVALUATION IS AN OBJECTIVES-BASED ASSESSMENT USING CRITERIA OUTLINED IN THE PROJECT PROPOSAL TO THE CONRAD N. HILTON FOUNDATION. IT TARGETS:1. PROJECT OUTPUTS - PROJECT OUTPUTS AND PARTICIPANT DEMOGRAPHICS WERE BASED ON DATA COLLECTED DURING THE SESSIONS AND RECORDED BY THE PARTICIPANT OR COORDINATOR.2. PARTICIPANT SKILLS AND KNOWLEDGE - PARTICIPANT SKILLS AND KNOWLEDGE WERE ASSESSED PRE- AND POST- TRAINING. THESE MEASURES WERE SELF-REPORT MEASURES, AND THE LIKERT SCALES WERE CONSTRUCTED TO ALIGN WITH THE EXPECTED COMPETENCIES INTEGRATED INTO THE TECHNOLOGY AND WEB-DESIGN CURRICULUM.3. PROJECT MANAGEMENT - PROJECT MANAGEMENT WAS ASSESSED USING DATA INCLUDING: (A) LEARNING ENVIRONMENT ASSESSMENT BY PARTICIPANTS AFTER EACH SESSION, AND (B) TRAINER EVALUATIONS AFTER EACH SESSION.4. PROJECT OUTCOMES - THE FINAL OUTCOME OF THE PROJECT IS BASED ON ANNUAL DATA INCLUDING EVALUATIONS. 3244857 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES MARYWOOD ENTERED INTO A COOPERATIVE AGREEMENT TO DELIVER THE UNIVERSITY'S EDUCATION PROGRAM, MASTER OF BUSINESS ADMINISTRATION (MBA), THROUGH AN ONLINE PLATFORM WHERE THE TEACHING LANGUAGE IS CHINESE. 164640 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES A NON-CREDIT SPECIAL WORKSHOP FOR KOREAN STUDENTS WAS OFFERED ONLINE. 98904 2 28 0 0 2 28 6540686 0 6540686 0 0 0 1 0 0 PART III ACCOUNTING METHOD: SCHEDULE F, PART V, LINE 4: MARYWOOD UNIVERSITY INVESTS IN A U.S. PARTNERSHIP THAT INVESTS IN MULTIPLE PASSIVE FOREIGN INVESTMENT COMPANIES. THE PARTNERSHIP HAS MADE THE MARK TO MARKET ELECTION AND FILED THE REQUIRED FORM 8621. X X X X X X X 1 GRAHAM-PELTON 39 BEECHWOOD ROAD SUMMIT NJ 07091 FUNDRAISING CONSULTING 0 0 168000 0 168000 PA COMMUNITY CELEBRATION 232005 225255 6750 15579 50 31061 232005 225255 6750 15579 50 31061 46690 -39940 26032 1975 231 1 1.00000 26032 1975 231 2206 23826 PA 0 SEE PART IV. 0 0 0 1.00000 0.00000 NICOLE MALOY AND JASON THEIL 2300 ADAMS AVENUE SCRANTON PA 18509 0 NICOLE MALOY AND JASON THEIL 0 ORGANIZING THE EVENT, SETUP, BREAKDOWN AND INTRODUCTIONS X 0 23826 SCHEDULE G, PART III, LINE 9B: THE GAMING MANAGERS WERE NOT AWARE OF THE NEED TO OBTAIN A GAMING LICENSE. THE UNIVERSITY IS NOW AWARE OF THIS REQUIREMENT AND WILL ENSURE THAT THE APPROPRIATE LICENSE IS OBTAINED BEFORE GAMING ACTIVITIES ARE CONDUCTED. 1 SPONSORED SCHOLARSHIPS 1809 34752893 0 NON-SPONSORED SCHOLARSHIPS 285 613300 0 STUDENT AID 36 206418 0 HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF) GRANTS 2592 2803000 0 PART I, LINE 2: FINANCIAL AID AND SCHOLARSHIPS ARE AWARDED IN AN OBJECTIVE AND NONDISCRIMINATORY MANNER. THE OFFICE OF FINANCIAL AID DETERMINES ELIGIBILITY OF EACH STUDENT WHO APPLIES FOR FINANCIAL AID AND SCHOLARSHIPS, USING FORMULAS AND CRITERIA PROMULGATED BY VARIOUS FEDERAL, STATE, AND LOCAL GOVERNMENTAL BODIES, AS WELL AS MARYWOOD'S INTERNALLY ESTABLISHED RULES AND PROCEDURES. THESE FUNDS ARE APPLIED DIRECTLY TO THE STUDENT'S UNIVERSITY ACCOUNT. SOME HEERF FUNDS WERE APPLIED DIRECTLY TO THE STUDENT'S UNIVERSITY ACCOUNT, AND SOME WERE DISBURSED DIRECTLY TO STUDENTS. PRIOR TO DISBURSEMENT, THE STUDENT WAS ADVISED OF THE ALLOWED USAGE OF THE FUNDS AND WAS REQUIRED TO ATTEST TO THE PLANNED USAGE OF THE FUNDS. X 0 1 X X X 0 0 0 0 0 0 0 1 0 RENEE ZEHEL VP FOR UNIVERSITY ADVANCEMENT 130273 0 900 0 0 0 7679 0 69282 0 208134 0 0 0 CHRISTINA CLARK PROVOST 183799 0 900 0 0 0 11050 0 9553 0 205302 0 0 0 DR ALAN LEVINE PROFESSOR 130386 0 900 0 13434 0 8084 0 41270 0 194074 0 0 0 DR LORI SWANCHAK DEAN,HEALTH & HUMAN SVCS TO MAR 2022 132326 0 900 0 0 0 7697 0 50934 0 191857 0 0 0 ANN BOLAND-CHASE VP ENROLLMENT & STUDENTS TO JAN 2022 153534 0 900 0 0 0 8712 0 13510 0 176656 0 0 0 DR CHRISTOPHER SPEICHER ASSOCIATE PROFESSOR 139679 0 900 0 15689 0 8562 0 1050 0 165880 0 0 0 WENDY YANKELITIS VP OF OPERATIONS 133830 0 900 0 0 0 7626 0 14136 0 156492 0 0 0 DR BROOKE CANNON PROFESSOR 123748 0 900 0 14688 0 7733 0 8601 0 155670 0 0 0 JEFFREY JOHNSON DEAN, LIBERAL ARTS & SCIENCES 134114 0 900 0 0 0 7486 0 8627 0 151127 0 0 0 PART I, LINE 1A MARYWOOD'S PRESIDENT, SR. MARY PERSICO, LIVES IN HOUSING OWNED BY MARYWOOD, SPECIFICALLY FOR THE PRESIDENT. THIS HOUSING ALLOWANCE IS EXCLUDABLE FROM INCOME UNDER INTERNAL REVENUE CODE SECTION 119. PART I, LINE 1B BECAUSE SISTER MARY'S CONGREGATION TAKES A VOW OF POVERTY, ALL OF THE INCOME RELATED TO HER WORK FOR MARYWOOD GOES DIRECTLY TO THE CONGREGATION, AND IS THEREFORE NOT TAXABLE TO SISTER MARY AND NO WRITTEN POLICY IS DEEMED NECESSARY. PART I, LINE 7 A BONUS WAS PAID TO ALL MEMBERS OF FACULTY (EXCLUSIVE OF ADJUNCTS) AND STAFF AS FOLLOWS: - IF HIRED PRIOR TO JANUARY 1, 2021 - $900 FOR FULL-TIME EMPLOYEES AND $450 FOR PART-TIME EMPLOYEES - IF HIRED BETWEEN JANUARY 1, 2021 AND MARCH 31, 2021 - $450 FOR FULL-TIME EMPLOYEES AND $225 FOR PART-TIME EMPLOYEES A SCRANTON-LACKAWANNA HEALTH AND WELFARE AUTHORITY 232243852 810694L56 2016-09-26 55383367 REFUNDING OF PRIOR BOND ISSUE AND OTHER DEBT CONSOLIDATION 0 0 0 A 1300000 55383367 4273813 8204 1039683 3468367 46597364 2016 1 0 1 1 A 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: SCRANTON-LACKAWANNA HEALTH AND WELFARE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/26/2021 SCHEDULE K, PART II, LINE 3: (A) ISSUER NAME: SCRANTON-LACKAWANNA HEALTH AND WELFARE AUTHORITY PROCEEDS REPORTED ON PART II, LINE 3 ARE LESS THAN PROCEEDS REPORTED IN PART II, LINES 4-12 DUE TO THE INCREASE ON LINE 4 DUE TO A $4,064 GAIN ON RESERVE FUNDS. SCHEDULE K, PART II, LINE 14: (A) ISSUER NAME: SCRANTON-LACKAWANNA HEALTH AND WELFARE AUTHORITY THE REFUNDED BONDS WERE ISSUED: SERIES 2005 BONDS ISSUED 04/14/2005, 11/15/2005, AND 12/15/2005; SERIES 2007 BOND ISSUED 01/04/2007; SERIES 2013 BOND ISSUED 11/07/2013; SERIES 2016 BOND ISSUED 08/12/2016. FORM 990, PART III, LINE 3 EFFECTIVE JUNE 1, 2022, MARYWOOD DISCONTINUED THE ACCREDITATION FOR THE MASTER'S DEGREE IN ATHLETIC TRAINING (MSAT) AND NO LONGER OFFERS THIS PROGRAM. AT THE END OF THE SPRING SEMESTER OF 2022, MARYWOOD OFFICIALLY CLOSED THE SOCIAL WORK EAST STROUDSBURG PROGRAM. A TEACH-OUT PLAN WAS DEVELOPED FOR ENROLLED STUDENTS AND APPROVED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION ON JUNE 22, 2022. FORM 990, PART IV, LINE 11F: THE UNIVERSITY FOLLOWS THE GUIDANCE IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (ASC 740). THIS GUIDANCE PRESCRIBES A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION AND NONRECOGNITION OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT ALSO RECOGNIZES RELATED GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. THE IMPLEMENTATION OF THIS GUIDANCE HAD NO IMPACT ON THE UNIVERSITY'S STATEMENT OF FINANCIAL POSITION OR STATEMENT OF ACTIVITIES AND AS SUCH THERE IS NO UNCERTAIN TAX POSITION FOOTNOTE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR COSTS THAT SHOULD BE RECORDED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD OF TRUSTEES, CHAIRS OF ALL STANDING COMMITTEES, AND THE PRESIDENT OF THE UNIVERSITY. ADDITIONAL TRUSTEE MEMBERS MAY BE DESIGNATED BY THE CHAIR SO LONG AS TOTAL MEMBERS DO NOT EXCEED FOURTEEN (14). THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL OF THE POWERS OF THE BOARD OF TRUSTEES AT SUCH TIME AS THE BOARD IS NOT IN SESSION, EXCEPT TO REMOVE PERSONS FROM OFFICE. IT SHALL REPORT ITS INTERIM ACTIONS AT THE NEXT REGULAR MEETING OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 6 THE PRESIDENT OF THE CONGREGATION OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY, SCRANTON, PENNSYLVANIA, AND HER COUNCIL, AND THEIR SUCCESSORS IN OFFICE ARE THE MEMBERS OF MARYWOOD UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE RIGHT, BY MAJORITY VOTE, TO ELECT TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS HAVE THE RIGHT OF APPROVAL, BY MAJORITY VOTE, OF ACTIONS OF THE BOARD OF TRUSTEES RELATING TO CHANGES IN INSTITUTIONAL PURPOSE AND PHILOSOPHY; APPOINTMENT OF THE PRESIDENT OF THE UNIVERSITY; ACQUISITION, DISPOSITION, ENCUMBRANCE, OR LEASE OF REAL PROPERTY OF THE INSTITUTION; CONSTRUCTION OF NEW BUILDINGS; DISSOLUTION, MERGER, OR CONSOLIDATION OF THE INSTITUTION WITH ANOTHER CORPORATION; AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS; AND DISPOSITION OF PROPERTY UPON DISSOLUTION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE ACCOUNTING SUPERVISOR, ASSISTANT VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, AND THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. THE FINAL FORM 990 WAS REVIEWED BY THE BOARD OF TRUSTEES FINANCE AND AUDIT COMMITTEE AND THEN THE FULL BOARD OF TRUSTEES BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL OFFICERS, DIRECTORS, TRUSTEES, EMPLOYEES, AND REGULARLY RETAINED AGENTS OF THE UNIVERSITY. A POTENTIAL CONFLICT MUST BE DISCLOSED TO THE BOARD OF TRUSTEES WHEN A TRUSTEE FIRST RECEIVES KNOWLEDGE OF THE PROPOSED OR ACTUAL TRANSACTION. PRIOR TO DISCUSSION OF THE TRANSACTION, THE INTERESTED PARTY MAY BRIEFLY STATE A POSITION ON THE MATTER AND ANSWER PERTINENT QUESTIONS BUT MAY NOT PARTICIPATE IN CONSIDERATIONS OR ANY ACTION ON THE PROPOSED TRANSACTION. THE CHAIRPERSON OF THE BOARD AS CHAIR, THE CHAIRPERSON OF THE COMMITTEE ON TRUSTEES, AND THE CHAIRPERSON OF THE FINANCE COMMITTEE ACT AS AN AD HOC COMMITTEE FOR OVERSEEING COMPLIANCE WITH THIS POLICY. IF IT IS DETERMINED THAT A TRUSTEE HAS VIOLATED OR MAY VIOLATE THE POLICY, THE COMMITTEE NOTIFIES THE TRUSTEE WITH ADVICE AS TO THE STEPS THAT SHOULD BE TAKEN, IN THE COMMITTEE'S JUDGMENT, TO RECTIFY THE SITUATION. IF AN ADJUSTMENT OF THE MATTER IS NOT SATISFACTORILY EFFECTED, THE MATTER IS REFERRED TO THE BOARD OF TRUSTEES WITH A RECOMMENDATION FOR REMEDY OR SANCTION. DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICTS MUST ALSO BE MADE AT THE TIME OF ELECTION TO THE BOARD AND ANNUALLY THEREAFTER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT AND OTHER OFFICERS VIA PERFORMANCE EVALUATION SURVEYS, AND PERIODICALLY, COMMUNITY WIDE-SURVEYS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES COMPILES AND REVIEWS THE EVALUATIONS AND ALSO REVIEWS COMPENSATION OF PRESIDENTS AND OTHER OFFICERS OF SIMILARLY SITUATED COLLEGES AND UNIVERSITIES TO DETERMINE THE ANNUAL COMPENSATION AND/OR ANY RAISES FOR THE PRESIDENT AND OTHER OFFICERS. THE DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE TIMELY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 MARYWOOD MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE ON ITS WEBSITE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A: THE CONGREGATION OF THE SISTERS, SERVANTS OF IMMACULATE HEART OF MARY (IHM) TAKE A VOW OF POVERTY. SISTER MARY PERSICO, PRESIDENT OF MARYWOOD, IS A MEMBER OF IHM, AND AS SUCH ALL COMPENSATION SHE EARNS FOR HER SERVICE TO MARYWOOD IS PAID TO IHM. MARYWOOD PAID IHM $351,650 ON BEHALF OF SISTER MARY PRESICO FOR HER ROLE AS PRESIDENT. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS -343,836. LOSS ON REFUNDS FOR FEDERAL STUDENT LOANS 184,277. NET GAMING REVENUE -23,826. CONGREGATION OF THE SISTERS SERVANTS OF THE IMMACULATE HEART IHM CENTER 2300 ADAMS AVENUE SCRANTON PA 18509 240795454 RELIGIOUS PA 501(C)(3) LINE 1 N/A 0 0 0 1 0 1 0 0 0 0 1 0 0 1 1 1 0 1 0 0