2023-04-13T07:13:00-05:00 2022-05-31 KPMG LLP 8350 BROAD ST SUITE 900 MCLEAN VA 22102 990 2021-06-01 231352641 GETTYSBURG COLLEGE % FIN & ADMIN GETT 7173376200 300 N WASHINGTON ST GETTYSBURG PA 17325 Daniel Konstalid VP FOR FIN & ADMIN 7173376200 2023-04-15 true Daniel Konstalid XXX-XX-XXXX MARGARET A BRADSHAW P00501222 7072868399 2 2021 2023-04-26 12:10:37Z Daniel Konstalid 300 N WASHINGTON ST GETTYSBURG PA 17325 286046790 false X WWW.GETTYSBURG.EDU X 1832 PA SEE SCHEDULE O - ATTACHMENT 1 33 32 2198 790 713586 0 19128408 25670429 155031878 182770500 18918538 14412443 1480131 1841135 194558955 224694507 80981852 91388396 0 0 70410187 71798829 0 0 4233610 49720864 49106462 201112903 212293687 -6553948 12400820 642270729 634496722 127828000 121689145 514442729 512807577 X GETTYSBURG COLLEGE IS A HIGHLY SELECTIVE NATIONAL, FOUR-YEAR RESIDENTIAL, UNDERGRADUATE COLLEGE OF THE LIBERAL ARTS AND SCIENCES. WITH A STUDENT BODY OF APPROXIMATELY 2,500. THE COLLEGE IS LOCATED ON A 200-ACRE CAMPUS ADJACENT TO THE GETTYSBURG NATIONAL MILITARY PARK IN PENNSYLVANIA. GETTYSBURG COLLEGE PREPARES STUDENTS FROM ACROSS THE NATION AND AROUND THE GLOBE TO PURSUE LIVES OF PERSONAL AND PROFESSIONAL FULFILLMENT AND TO ENGAGE THE COMPLEX QUESTIONS OF OUR TIME THROUGH EFFECTIVE LEADERSHIP AND SOCIALLY RESPONSIBLE CITIZENSHIP. false false 192113268 91388396 184495746 UNDERGRADUATE EDUCATION OF STUDENTS 192113268 true true false true false false false false false true true true false true true true false true true true true false true false true false false false true true true false false false false false false false false true false true true false false true true true true true false true 2860 0 true 2198 true true true false false false false true true false false false false false false X 33 32 false false false false false false false true true false false true true true true true true true true false CA FL GA IL IN ME MD MN NH NY OK OR PA VA X FIN ADMIN 7173376200 300 N WASHINGTON ST GETTYSBURG PA 17325 X ROBERT IULIANO PRESIDENT 40.0 0.0 X X 511504 0 114390 CLARENCE MULLIS III VP FOR COLLEGE ADVANCEMENT 40.0 0.0 X 331129 0 30284 DANIEL T KONSTALID VP FOR FINANCE & ADMIN/TREAS 40.0 0.0 X 282485 0 44665 CHRISTOPHER ZAPPE PROVOST 40.0 0.0 X 245316 0 49888 SUSAN EISENHOWER CHAIRMAN/LDRSHP/PUBLIC POLICY 40.0 0.0 X 255682 0 25059 RODNEY TOSTEN VP FOR INFORMATION TECHNOLOGY 40.0 0.0 X 239775 0 33833 BARBARA FRITZE VP FOR ENROLLMENT & EDU SRVS 40.0 0.0 X 229712 0 32927 SHIRLEY ANNE WARSHAW FACULTY / POLITICAL SCIENCE 40.0 0.0 X 215855 0 26651 CHRISTOPHER DELANEY ASSOC VP FOR FIN/ASSOC TREAS 40.0 0.0 X 173990 0 22422 JULIE RAMSEY FRM VP COLLEGE LIFE/DEAN STDNT 40.0 0.0 X 179957 0 13302 JOHN RYAN VICE PROVOST 40.0 0.0 X 166276 0 24501 JAMIE YATES CHIEF COMM & MRKT OFFICER 40.0 0.0 X 155952 0 34805 KRISTIN STUEMPFLE CHIEF OF STAFF/STRATEGIC ADVIS 40.0 0.0 X 168444 0 22041 JEFF FOSTER INTERIM VP COL LIFE/DEAN STDNT 40.0 0.0 X 160125 0 19685 J CAREY THOMPSON VP FOR ENROLLMENT & EDU SRVS 40.0 0.0 X 146029 0 12976 ELIZABETH DIEHL FORMER INTERIM VP COLLEGE ADV 40.0 0.0 X 148668 0 8519 ANN EHRLICH VP FOR COLLEGE LIFE/DEAN STDNT 40.0 0.0 X 99357 0 11276 JEANNE ARNOLD CHIEF DIVERSITY OFFICER 40.0 0.0 X 96428 0 8887 J GORDON BEITTENMILLER TRUSTEE 1.0 0.0 X 0 0 0 DAVID R BRENNAN TRUSTEE 1.0 0.0 X 0 0 0 LAUREN WISE BRIGHT TRUSTEE 1.0 0.0 X 0 0 0 JENNIFER FISHER BRYANT TRUSTEE 1.0 0.0 X 0 0 0 A BRUCE CHAMBERLIN TRUSTEE 1.0 0.0 X 0 0 0 LORI KONO CLAPP TRUSTEE 1.0 0.0 X 0 0 0 STEPHEN K CLOETINGH TRUSTEE 1.0 0.0 X 0 0 0 MARSHA HOFFMAN COMEGNO TRUSTEE 1.0 0.0 X 0 0 0 ENID WEDEMEYER CORKRAN TRUSTEE (until September 2021) 1.0 0.0 X 0 0 0 MALCOLM L COWEN II TRUSTEE 1.0 0.0 X 0 0 0 ANGELA Q CRISPI TRUSTEE 1.0 0.0 X 0 0 0 FLORA D DARPINO TRUSTEE 1.0 0.0 X 0 0 0 TERENCE TROY DATCHER TRUSTEE 1.0 0.0 X 0 0 0 AMANDA CORROON DOLAN TRUSTEE 1.0 0.0 X 0 0 0 JOHN F FAY TRUSTEE 1.0 0.0 X 0 0 0 TERRI L GARNICK TRUSTEE 1.0 0.0 X 0 0 0 JAMES N HESTON TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM C HEYMAN TRUSTEE 1.0 0.0 X 0 0 0 LINDSAY MUSSER HOUGH TRUSTEE 1.0 0.0 X 0 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7 80686 110015 9974748 15504980 2321790 25670429 TUITION AND FEES 900099 147194019 147194019 AUXILIARY SERVICES 900099 35037967 35037967 CONFERENCES AND CONVENTIONS 611710 129711 129711 THEATER 711110 408803 175281 233522 182770500 4948908 350353 4598555 0 0 118454 0 118454 0 118454 118454 70779726 0 61294301 21891 9485425 -21891 9463535 9463535 33526 110015 36091 -2565 -2565 0 0 0 0 0 0 WORKSHOP FEES 900099 202290 202290 ADMINISTRATIVE FEES 900099 68540 68540 STUDENT LOAN INTEREST 900099 71268 71268 1383148 1383148 1725246 224694507 184132513 713586 14177979 0 87311406 87311406 4076990 4076990 0 3125678 1640764 973293 511621 12386 12386 52123447 43857807 6008101 2257539 2270739 1928229 216837 125673 10417225 8480585 1339556 597084 3849354 3140428 475636 233290 0 277385 277385 159598 9644 149954 0 0 664738 664738 4712207 2899251 1738408 74548 252822 173758 78486 578 8671838 7361191 1075802 234845 1949714 1003650 940364 5700 0 5579176 4844431 649951 84794 1794273 1613149 163211 17913 0 351295 284665 58081 8549 2608486 2608486 0 10977061 10208903 714241 53917 961141 908512 49103 3526 OFF CAMPUS STUDY 4563928 4563928 DINING AND VENDING 4243527 4120301 112409 10817 SUBSCRIPTIONS AND MEMBERSHIPS 528460 312749 203097 12614 ADMINISTRATIVE FEES 184398 149398 35000 626415 602657 23156 602 212293687 192113268 15946809 4233610 X 3994241 4750068 87242393 96331399 3427815 5541498 1502063 647159 0 0 0 0 0 0 120951 137417 2040602 4622027 390168154 222673719 176420196 167494435 249960899 221579758 71477430 93335566 3438844 3183344 2293776 0 40351519 36874051 642270729 634496722 18606224 20029571 0 0 967773 799835 75894709 75510117 0 0 0 0 7404452 6578777 0 0 24954842 18770845 127828000 121689145 X 220249649 225952858 294193080 286854719 514442729 512807577 642270729 634496722 X 12400820 -14836432 800460 X false true X true true true X 17790915 11677443 9708758 19128408 25670429 83975953 0 0 17790915 11677443 9708758 19128408 25670429 83975953 0 83975953 5884261 6544634 6856082 3728446 4717009 27730432 0 57116 34200 23012 42101 33526 189955 111896340 869506903 0.75048 0.72793 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 574 false true 574 false FORM 990, SCHEDULE C, PART II-B, LINE 1G GETTYSBURG COLLEGE STAFF FROM TIME TO TIME SEND LETTERS TO OR MEET WITH POLITICAL REPRESENTATIVES EXPRESSING OPINIONS ON CERTAIN LEGISLATION AND TOPICS RELATED TO HIGHER EDUCATION. THE ESTIMATED AMOUNT OF EXPENSES INCURRED FOR THESE ACTIVITIES DURING THE CURRENT FISCAL YEAR WAS $574. FORM 990, SCHEDULE C, PART II-B, LINE 1I GETTYSBURG COLLEGE PAYS DUES TO VARIOUS ORGANIZATIONS, SOME PORTION OF WHICH MAY BE USED IN CONNECTION WITH LOBBYING ACTIVITIES RELATED TO ISSUES THAT IMPACT HIGHER EDUCATION. 401598853 7485282 -2718324 7646243 9044259 389675309 315836790 7485065 96749227 7129772 11342457 401598853 317281464 3333368 6215586 3759031 7234597 315836790 324320428 5723015 -1338043 3519307 7904629 317281464 306916062 5508588 20948978 3223251 5829949 324320428 0.27920 0.52310 0.19770 true false 4901721 4901721 316793569 174267276 142526293 67595096 48406443 19188653 877768 877768 167494435 HEDGE FUNDS 31907581 F REAL ASSETS 20090381 F PRIVATE EQUITY 41337604 F 93335566 FUNDS HELD IN TRUST BY OTHERS 36874051 36874051 0 STUDENT ADV. PYMT & DEPOSITS 2034549 ADVANCES FROM FEDERAL GOV'T 639587 DEP HELD IN CUSTODY FOR OTHERS 816538 ANNUITIES PAYABLE 4781323 ACCRUED POST RETIREMENT COSTS 10498848 18770845 X SCHEDULE D, PART V, LINE 4, ENDOWMENT FUNDS ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD, AS WELL AS DESIGNATED FUNDS. THE COLLEGE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN PURCHASING POWER OF THE ENDOWMENT ASSETS OVER TIME. ENDOWMENT SPENDING SUPPORTS OPERATIONS OF THE COLLEGE INCLUDING SCHOLARSHIPS AND INSTRUCTIONAL, ACADEMIC SUPPORT AND STUDENT SERVICES ACTIVITIES AS SPECIFICALLY RESTRICTED BY THE DONOR OR OTHERWISE DESIGNATED. SCHEDULE D, PART X, LINE 2 THE COLLEGE FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE COLLEGE IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. THE COLLEGE HAS PROCESSES IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE COLLEGE HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 GETTYSBURG COLLEGE'S NONDISCRIMINATORY POLICY IS AVAILABLE ON THE COLLEGE'S WEBSITE. GETTYSBURG COLLEGE SEEKS HIGHLY MOTIVATED STUDENTS WITH A STRONG RECORD OF HIGH SCHOOL ACCOMPLISHMENTS. STUDENTS COME FROM DIVERSE ETHNIC, RELIGIOUS, ECONOMIC AND GEOGRAPHIC BACKGROUNDS. THE ADMISSIONS STAFF RECRUITS BOTH NATIONALLY AND INTERNATIONALLY WHICH RESULTED IN A STUDENT BODY COMING FROM 43 STATES AND 39 FOREIGN COUNTRIES FOR THE 2021-22 ACADEMIC YEAR. SCHEDULE E, PART I, LINE 6A FEDERAL FUNDS ARE RECEIVED FOR STUDENT FINANCIAL AID PACKAGES, RESEARCH, AND OTHER PROGRAMS. GETTYSBURG COLLEGE PARTICIPATES IN THE FOLLOWING FEDERAL STUDENT FINANCIAL AID PROGRAMS: FEDERAL PELL, FSEOG, FEDERAL WORK STUDY, AND FEDERAL DIRECT LOAN PROGRAMS. true Central America and the Caribbean Grantmaking 92310 Europe (Including Iceland and Greenland) Grantmaking 3293904 Middle East and North Africa Grantmaking 183575 North America Grantmaking 157032 South America Grantmaking 276907 Sub-Saharan Africa Grantmaking 73262 Central America and the Caribbean Program Services Education 20748 Europe (Including Iceland and Greenland) Program Services Education 50315 Middle East and North Africa Program Services Education 3470 North America Program Services Education 12126 South Asia Program Services Education 1007 Sub-Saharan Africa Program Services Education 11457 East Asia and the Pacific Program Services Recruiting 479 Central America and the Caribbean Program Services Research 6550 East Asia and the Pacific Program Services Research 5343 Europe (Including Iceland and Greenland) Program Services Research 16433 North America Program Services Research 21857 South America Program Services Research 1734 Central America and the Caribbean Program Services Study Abroad 84184 East Asia and the Pacific Program Services Study Abroad 18000 Europe (Including Iceland and Greenland) 1 Program Services Study Abroad 3511026 Middle East and North Africa Program Services Study Abroad 225234 North America Program Services Study Abroad 117303 South America Program Services Study Abroad 259821 Sub-Saharan Africa Program Services Study Abroad 81581 Central America and the Caribbean Investments 39629360 Europe (Including Iceland and Greenland) Investments 4617920 1 1 4226775 48546163 52772938 COLLEGE GRANT Central America and the Caribbean 4 92310 FIN AID FMV COLLEGE GRANT Europe (Including Iceland and Greenland) 185 3293904 FIN AID FMV COLLEGE GRANT Middle East and North Africa 12 183575 FIN AID FMV COLLEGE GRANT North America 7 157032 FIN AID FMV COLLEGE GRANT South America 13 276907 FIN AID FMV COLLEGE GRANT Sub-Saharan Africa 4 73262 FINANCIAL AID FMV true false true true true false SCHEDULE F, PART I, LINE 2 GRANTS ISSUED BY GETTYSBURG COLLEGE ARE PRIMARILY IN THE FORM OF FINANCIAL AID FOR WORTHY AND PROMISING STUDENTS WHO ARE UNABLE TO FINANCE THEIR EDUCATION FROM PERSONAL AND/OR FAMILY RESOURCES. ACCESS TO SUCH AID IS CONSIDERED A PRIVILEGE, NOT A RIGHT. THE QUALIFICATIONS FOR ASSISTANCE, IN ADDITION TO NEED, ARE ACADEMIC ABILITY, ACADEMIC ACHIEVEMENT, AND PROMISE OF CONTRIBUTION AS A STUDENT AND CITIZEN. FINANCIAL AID GRANTS TO STUDENTS ARE DIRECTLY APPLIED BY THE COLLEGE TO OFFSET BILLED AMOUNTS (I.E.TUITION) ON THE STUDENT'S ACCOUNT, THEREBY REDUCING THE NET BALANCE DUE TO THE COLLEGE. SCHEDULE F, PART I, LINE 3, COLUMN F GETTYSBURG COLLEGE USES THE ACCRUAL METHOD OF ACCOUNTING FOR EXPENDITURES. INVESTMENTS ARE REPORTED AT FAIR VALUE IN ACCORDANCE WITH ACCOUNTING STANDARDS. WHENEVER AVAILABLE, QUOTATIONS FROM ORGANIZED SECURITY EXCHANGES ARE USED AS THE BASIS OF FAIR VALUE. FOR INVESTMENTS NOT TRADED ON ORGANIZED EXCHANGES, THEIR NET ASSET VALUE (NAV) PER SHARE OR EQUIVALENT HAVE BEEN USED AS A PRACTICAL EXPEDIENT FOR DETERMINING FAIR VALUE AND ARE SUBJECT TO ADDITIONAL UNCERTAINTY. THEREFORE, VALUES REALIZED UPON DISPOSITION MAY VARY SIGNIFICANTLY FROM CURRENTLY REPORTED VALUES. ORANGE & BLUE 143541 110015 33526 10450 25641 0 143541 110015 33526 10450 25641 36091 -2565 true GRANTS AND SCHOLARSHIPS PAID 2118 84096646 FMV FINANCIAL AID OFF CAMPUS GRANTS AND OTHER ASSISTANCE 4 83959 FMV FINANCIAL AID PRIZES AND AWARDS 123 110500 FMV FELLOWSHIPS 1127 3020301 FMV SCHEDULE I, PART I, LINE 2 GETTYSBURG COLLEGE'S FINANCIAL AID PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS ARE DESCRIBED ON SCHEDULE F, PART V. X true true X X X X X false false false false false false false false false ROBERT IULIANO PRESIDENT 506744 0 0 0 4760 0 71860 0 54173 0 637537 0 0 0 CLARENCE MULLIS III VP FOR COLLEGE ADVANCEMENT 298773 0 1300 0 31056 0 21860 0 9305 0 362294 0 0 0 DANIEL T KONSTALID VP FOR FINANCE & ADMIN/TREAS 273386 0 7000 0 2099 0 21148 0 24691 0 328324 0 0 0 CHRISTOPHER ZAPPE PROVOST 240702 0 2000 0 2614 0 18136 0 32602 0 296054 0 0 0 RODNEY TOSTEN VP FOR INFORMATION TECHNOLOGY 237765 0 0 0 2010 0 10905 0 24090 0 274770 0 0 0 BARBARA FRITZE VP FOR ENROLLMENT & EDU SRVS 220511 0 2000 0 7201 0 14733 0 21106 0 265551 0 0 0 JULIE RAMSEY FRM VP COLLEGE LIFE/DEAN STDNT 176692 0 0 0 3265 0 5024 0 9681 0 194662 0 0 0 KRISTIN STUEMPFLE CHIEF OF STAFF/STRATEGIC ADVIS 165386 0 2000 0 1058 0 9860 0 12841 0 191145 0 0 0 JEFF FOSTER INTERIM VP COL LIFE/DEAN STDNT 152830 0 7000 0 295 0 8504 0 11779 0 180408 0 0 0 J CAREY THOMPSON VP FOR ENROLLMENT & EDU SRVS 144904 0 0 0 1125 0 6600 0 6623 0 159252 0 0 0 ELIZABETH DIEHL FORMER INTERIM VP COLLEGE ADV 145791 0 2000 0 877 0 7466 0 1660 0 157794 0 0 0 SUSAN EISENHOWER CHAIRMAN/LDRSHP/PUBLIC POLICY 245796 0 2000 0 7886 0 17415 0 8478 0 281575 0 0 0 SHIRLEY ANNE WARSHAW FACULTY / POLITICAL SCIENCE 210024 0 2000 0 3831 0 8596 0 18368 0 242819 0 0 0 CHRISTOPHER DELANEY ASSOC VP FOR FIN/ASSOC TREAS 171399 0 2000 0 591 0 10410 0 12687 0 197087 0 0 0 JOHN RYAN VICE PROVOST 161335 0 2000 0 2941 0 9057 0 16086 0 191419 0 0 0 JAMIE YATES CHIEF COMM & MRKT OFFICER 153747 2000 205 8860 26583 191395 0 SCHEDULE J, PART I, LINE 1A THE PRESIDENT IS PROVIDED HOUSING AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE COLLEGE. THE COST OF HOUSING IS EXCLUDED FROM COMPENSATION UNDER IRC SECTION 119(D). HOUSING IS MADE AVAILABLE TO THE CHIEF DIVERSITY OFFICER. THE VALUE OF HOUSING IS INCLUDED AS REPORTABLE COMPENSATION FOR SCHEDULE J. A ADAMS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 232988777 006116BQ9 2013-07-24 18584722 REFINANCING false false false A 0 0 18584722 0 0 0 266775 0 0 0 18317947 0 2013 true false true true A false false false false 0.00000 0.00000 0.00000 false false false true A false false false true false false 0 false 0 false true A true Schedule K, Part II, Line 3 - Gettysburg Municiple Authority DIFFERENCE BETWEEN ISSUE PRICE NOTED IN PART 1 AND TOTAL PROCEEDS OF ISSUE IN PART II IS DUE TO INVESTMENT EARNINGS ON FUNDS. Schedule K, Part IV, Line 2C - Rebate Computation Performed 2013 ISSUANCE - JULY 24, 2014 2017 ISSUANCE - MAY 31, 2021 2020 ISSUANCE - N/A A GETTYSBURG MUNICIPAL AUTHORITY 256010768 374311DR6 2017-02-15 20330847 FINANCING CAPITAL IMPROVEMENTS false false false A 0 0 20566062 0 0 0 320338 0 0 20245725 0 0 2018 false false true true A false false false false 0.00000 0.00000 0.00000 false false false true A false false false true false false 0 false 0 false true A true A ADAMS COUNTY GENERAL AUTHORITY 813735002 00611PAU9 2020-07-16 38222271 Refinancing false false false A 0 0 38222271 0 0 0 477589 0 0 0 0 37744682 2020 true false true true A false false false false 0.00000 0.00000 0.00000 false false false true A false false false true false false 0 false 0 false true A true SUSAN KONSTALID SPOUSE OF OFFICER 12386 EMPLOYEE COMPENSATION false DANIEL YATES SPOUSE OF OFFICER 87786 EMPLOYEE COMPENSATION false X 1 20370 FMV/APPRAISAL X 109 FMV X 63 2251851 FMV X SUPPLIES 3 134 FMV X EVENT EXPENSES 2 826 FMV X PIANO 1 48500 APPRAISAL 2 false true false Schedule M, Part II THE NUMBER OF CONTRIBUTIONS REPORTED IN PART I, COLUMN (B) IS BASED ON THE NUMBER OF DONATIONS TO THE COLLEGE, AS OPPOSED TO THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 11A THE FORM 990 IS PREPARED BY GETTYSBURG COLLEGE AND IS REVIEWED BY COLLEGE MANAGEMENT AND AN INDEPENDENT TAX FIRM FOR COMPLETENESS AND ACCURACY. PRIOR TO FILING, FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES VIA THE BOARD PORTAL. IN ADDITION, MANAGEMENT SPECIFICALLY MEETS WITH THE AUDIT, COMPLIANCE AND RISK COMMITTEE TO REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE COLLEGE MONITORS AND ENFORCES ITS CONFLICT OF INTERST POLICY THROUGH THE USE OF AN ANNUAL SIGNED STATEMENT FROM TRUSTEES, ADMINISTRATIVE OFFICERS, DEPARTMENT DIRECTORS AND CHAIRPERSONS. BY SIGNING THE CONFLICT OF INTEREST DISCLOSURE STATEMENT, AN INDIVIDUAL CERTIFIES THAT THEY HAVE REVIEWED THE COLLEGE'S CONFLICT OF INTEREST POLICY, ACKNOWLEDGED RESPONSIBILITY TO PLACE THE INTEREST OF THE COLLEGE ABOVE PERSONAL INTEREST IN EXECUTING DUTIES, AND DISCLOSED ANY POSSIBLE PERSONAL, FAMILIAL, AND/OR BUSINESS RELATIONSHIPS THAT REASONABLY COULD GIVE RISE TO A CONFLICT OF INTEREST INVOLVING GETTYSBURG COLLEGE. COMPLETION OF THE FORM IS ALSO ACKNOWLEDGEMENT THAT INDIVIDUALS HAVE A RESPONSIBILITY UNDER THE POLICY TO ADVISE THE BOARD OF ANY SIGNIFICANT CHANGES. TRUSTEES, ADMINISTRATIVE OFFICERS, OR DIRECTORS WHO HAVE A CONFLICT OF INTEREST IN A PROPOSED TRANSACTION ARE REQUIRED TO REFRAIN FROM PARTICIPATING IN CONSIDERATION OF THE TRANSACTION. ADDITIONAL RESTRICTIONS ON TRANSACTIONS BETWEEN THE COLLEGE AND (I) A TRUSTEE, (II) A FAMILY MEMBER OF A TRUSTEE, (III) MEMBER OF THE PRESIDENT'S COUNCIL, (IV) A FAMILY MEMBER OF A MEMBER OF THE PRESIDENT'S COUNCIL, OR (V) ANY ORGANIZATION WITH WHOM ANY OF THE FOREGOING PERSONS HAVE A BUSINESS RELATIONSHIP (COLLECTIVELY A "DISQUALIFIED PARTY") EXIST. AS A GENERAL POLICY, THE COLLEGE SHALL NOT TRANSACT BUSINESS WITH A DISQUALIFIED PARTY, AND NO DISQUALIFIED PARTY SHALL SOLICIT BUSINESS FROM THE COLLEGE IF IT WOULD CREATE A POTENTIAL CONFLICT OF INTEREST. CERTAIN EXCEPTIONS APPLY AS SPECIFIED IN THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 A AND B THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (THE ECC) IS CHARGED WITH THE RESPONSIBILITY TO REGULARLY REVIEW AND RECOMMEND TO THE BOARD OF TRUSTEES FOR APPROVAL ADJUSTMENTS TO THE COMPENSATION OF THE PRESIDENT. THE ECC IS FURTHER CHARGED WITH THE RESPONSIBILITY TO BE FULLY INFORMED ABOUT AND RATIFY THE COMPENSATION STATUS FOR EACH OF THE OTHER OFFICERS, BASED ON THE RECOMMENDATIONS OF THE PRESIDENT. TO ASSIST IN THE ASSESSMENT OF REASONABLENESS FOR COMPENSATION ADJUSTMENTS FOR THE PRESIDENT AND OTHER OFFICERS, THE ECC PERIODICALLY RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO COMPILE A COMPENSATION STUDY WHICH RELIES ON MARKET DATA RELEVANT IN SCOPE AND SCALE TO OPERATING RESPONSIBILITIES WITHIN THE COLLEGE. THE COMPENSATION STUDY, PERFORMANCE REVIEWS AND COMPENSATION PLANS ARE REVIEWED AND ENDORSED DURING AN ECC MEETING. A SUMMARY OF RECOMMENDATIONS FOR THE PRESIDENT'S COMPENSATION IS SHARED WITH THE FULL BOARD OF TRUSTEES. COMPENSATION DECISIONS ARE REFLECTED IN SALARY LETTERS AND AMENDMENTS TO THE PRESIDENT'S EMPLOYMENT AGREEMENT AS NECESSARY. DELIBERATIONS AND DECISIONS ARE FORMALLY DOCUMENTED IN THE MINUTES WHICH ARE MAINTAINED FOR ALL ECC MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 GETTYSBURG COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: $(639,274) POST RETIREMENT RELATED CHANGES: 1,430,461 CHANGE IN SURRENDER VALUE OF LIFE INSURANCE: 21,954 CHANGE IN NET ASSETS OF RELATED ENTITIES: 1,109,975 DISREGARDED ENTITY: (1,122,656) _____________ TOTAL PART XI, LINE 9 $800,460 GETTYSBURG HOTEL MANAGEMENT LLC 300 NORTH WASHINGTON STREET GETTYSBURG PA 17325 412224678 REAL ESTATE PA 897656 5363933 GETTYSBURG C GETTYSBURG GREAT PRODUCTIONS LLC 300 NORTH WASHINGTON STREET GETTYSBURG PA 17325 900845620 FILM PRDN PA 4105 138104 GETTYSBURG C EMPLOYER-CONTRIBUTION VEBA TRUST 300 NORTH WASHINGTON STREET GETTYSBURG PA 17325 043838440 VEBA TRUST PA 501(C)(9) N/A GETTYSBURG C false EMPLOYEE-CONTRIBUTION VEBA TRUST 300 NORTH WASHINGTON STREET GETTYSBURG PA 17325 043838463 VEBA TRUST PA 501(C)(9) N/A GETTYSBURG C false GETTYSBURG HOTEL INVESTORS LP ONE LINCOLN SQUARE GETTYSBURG PA 17325 232571553 REAL ESTATE PA SEE PART VII EXCL. UNDER IRC 512 897657 5943055 false false BULLET LAND INC 300 NORTH WASHINGTON STREET GETTYSBURG PA 17325 232530522 REAL ESTATE PA GETTYSBURG COL C CORP 483354 392907 1.00000 true MAJESTIC CONCESSIONS CORP 25 N CARLISLE STREET GETTYSBURG PA 17325 753195760 CONCESSIONS PA GETTYSBURG COL C CORP 0 42200 1.00000 true GETTYSBURG HOTEL INC ONE LINCOLN SQUARE GETTYSBURG PA 17325 232678413 HOTEL SERVICE PA BULLET LAND INC C CORP CHARITABLE ANNUITY TRUSTS (2) ANNUITY PA NA TRUST CHARITABLE UNITRUSTS (8) ANNUITY PA NA TRUST POOLED INCOME FUND (2) ANNUITY PA NA TRUST true false false true false false false false false false false true false false false false false true true GETTYSBURG HOTEL INVESTORS LP A 365730 FMV GETTYSBURG HOTEL INVESTORS LP D 6617474 FMV EMPLOYER-CONTRIBUTION VEBA TRUST R 252354 FMV EMPLOYEE-CONTRIBUTION VEBA TRUST R 51491 FMV BULLET LAND INC S 125000 FMV GETTYSBURG HOTEL INVESTORS LP S 277000 FMV SCHEDULE R, PART III, COLUMN A, LINE 1 EIN: 23-2571553 SCHEDULE R, PART III, COLUMN D DIRECT CONTROLLING ENTITIES OF GETTYSBURG HOTEL INVESTORS, LP ARE: BULLET LAND, INC. GETTYSBURG HOTEL MANAGEMENT LLC