ST BONAVENTURE UNIVERSITY BUSINESS OFFICE - HOPKINS HALL: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ST BONAVENTURE UNIVERSITY BUSINESS OFFICE - HOPKINS HALL (EIN 16-0743150)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-04-14
- IRS object ID
- 202321049349301027
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-14T14:51:10-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 160765486 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMSDEN & MCCORMICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 FRANKLIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160743150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST BONAVENTURE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STBO | BusinessNameControlTxt |
| Phone | 7163752000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3261 WEST STATE ROAD | AddressLine1Txt |
| City | ST BONAVENTURE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14778 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H DANIEL HUNGERFORD CPA CGMA | PersonNm |
| Person Title | VP FOR FINANCE & ADMIN | PersonTitleTxt |
| Phone | 7163752000 | PhoneNum |
| Signature | 2023-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | H | PersonFirstNm |
| Person Last | DANIEL HUNGERFORD CP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH M HOPKINS | PreparerPersonNm |
| PTIN | P02010701 | PTIN |
| Phone | 7168563300 | PhoneNum |
| Preparation | 2023-04-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF GINGERICH PH D | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3261 WEST STATE ROAD | AddressLine1Txt |
| City | ST BONAVENTURE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14778 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $140,455,127 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SBU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1858 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | CATHOLIC UNIVERSITY DEDICATED TO EDUCATIONAL EXCELLENCE IN THE FRANCISCAN TRADITION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 1324 | TotalEmployeeCnt |
| Total Volunteers | 1077 | TotalVolunteersCnt |
| Total Gross UBI | $287,350 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,475,869 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,262,540 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $89,043,636 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $91,986,044 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,380,768 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,126,699 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,230,892 | PYOtherRevenueAmt |
| CY Other Revenue | $6,096,536 | CYOtherRevenueAmt |
| PY Total Revenue | $115,131,165 | PYTotalRevenueAmt |
| CY Total Revenue | $122,471,819 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $40,537,074 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $41,923,940 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $38,518,068 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $40,558,008 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $16,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $76,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,298,835 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,838,501 | PYOtherExpensesAmt |
| CY Other Expenses | $31,046,665 | CYOtherExpensesAmt |
| PY Total Expenses | $102,909,643 | PYTotalExpensesAmt |
| CY Total Expenses | $113,604,613 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,221,522 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,867,206 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $233,379,665 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,768,900 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $40,118,342 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,623,057 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $193,261,323 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $192,145,843 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR COMMITMENT IS TO STUDENTS, STUDY AND SERVICE. FOUNDED IN 1858, ST. BONAVENTURE IS A CATHOLIC UNIVERSITY DEDICATED TO EDUCATIONAL EXCELLENCE IN THE FRANCISCAN TRADITION. WE ARE COMMITTED TO THE CONSTANT PURSUIT OF DISTINCTION IN OUR UNDERGRADUATE AND GRADUATE PROGRAMS, OUR INNOVATIVE LIBERAL ARTS CORE AND ALL OF OUR COURSES OF STUDY. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $96,044,425 | ExpenseAmt |
| Grant | $41,923,940 | GrantAmt |
| Revenue | $97,772,559 | RevenueAmt |
| Desc | PROGRAM ACTIVITIES SUPPORT SBU'S EFFORTS TO FOSTER THE DEVELOPMENT OF KNOWLEDGEABLE, SKILLED, COMPASSIONATE AND ETHICAL INDIVIDUALS BY MENTORING STUDENTS WITHIN VITALLY ENGAGING LEARNING ENVIRONMENTS, EVER MINDFUL OF SUCH FRANCISCAN VALUES AS INDIVIDUAL DIGNITY, COMMUNITY INCLUSIVENESS, AND SERVICE TO OTHERS. PROGRAM EXPENSES INCLUDE INSTRUCTION FOR UNDERGRAD AND GRADUATE PROGRAMS, RESEARCH, HOUSING COSTS, FOOD SERVICE, ATHLETICS, SCHOLARSHIPS AND FINANCIAL AID. | Desc |
| Total Program Service Expenses | $96,044,425 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 185 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1324 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H DANIEL HUNGERFORD CPA CGMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7163752000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3261 WEST STATE ROAD | AddressLine1Txt |
| City | ST BONAVENTURE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14778 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOHN D SHEEHAN | |||||||
| BOARD CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEBORAH A HENRETTA | |||||||
| BOARD VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL E HILL | |||||||
| BOARD SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR JOSEPH ZIMMER | |||||||
| ACTING PRESIDENT | 40.00 | Yes (X) | Yes (X) | $279,634 | $0 | $17,147 | |
| MICHAEL A ANDERSON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN G BARRY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY BAUMGARTNER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NORBERT A BENNETT | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LUKE H BROWN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BR GEORGE CAMACHO OFM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PIKAI CHIANG | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL T FOSSACECA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK R GIANNINY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GERRY HELPER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL A HICKEY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FR LINH N HOANG OFM PH D | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FR DANIEL P HORAN OFM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE R KRUPA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MOLLY F KULESZ-MARTIN PH D | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM J LAWLEY JR | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY ABBOTT LETRO | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KAYTE A MALIK | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTAN K MCMAHON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REV KEVIN J MULLEN OFM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD A PENNA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REV JOHN E PUODZIUNAS OFM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL A SCHUMACHER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN L SWAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HON JAMES T WALSH | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN WATKINS MD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| H DANIEL HUNGERFORD | |||||||
| VP FOR FINANCE AND ADMIN | 40.00 | Yes (X) | $244,807 | $0 | $29,292 | ||
| KATHRYN D O'BRIEN | |||||||
| VP FOR STUDENT AFFAIRS | 40.00 | Yes (X) | $181,168 | $0 | $8,942 | ||
| DR DAVID HILMEY | |||||||
| ACTING PROVOST AND VP FOR ACADEMIC AFFAIRS | 40.00 | Yes (X) | $133,679 | $0 | $30,286 | ||
| JOSEPH MANHERTZ | |||||||
| DIRECTOR OF INTERCOLLEGIATE ATHLETICS | 40.00 | Yes (X) | $60,394 | $0 | $0 | ||
| ROBERT VAN WICKLIN | |||||||
| VP FOR UNIVERSITY ADVANCEMENT | 40.00 | Yes (X) | $195,475 | $0 | $9,712 | ||
| BERNARD VALENTO | |||||||
| VP FOR ENROLLMENT MANAGEMENT | 40.00 | Yes (X) | $183,032 | $0 | $26,245 | ||
| DR MATRECIA JAMES | |||||||
| DEAN - SCHOOL OF BUSINESS | 40.00 | $232,759 | $0 | $19,712 | Yes (X) | ||
| JESSIE FLEMING | |||||||
| WOMEN'S HEAD BASKETBALL CO | 40.00 | $165,765 | $0 | $15,589 | Yes (X) | ||
| MARK SCHMIDT | |||||||
| MEN'S HEAD BASKETBALL COAC | 40.00 | $1,012,697 | $0 | $57,122 | Yes (X) | ||
| DR DOUGLAS J PISANO | |||||||
| DEAN - SCHOOL OF HEALTH PR | 40.00 | $205,865 | $0 | $28,196 | Yes (X) | ||
| DR MICHAEL J FISCHER | |||||||
| PROFESSOR - ACCOUNTING | 40.00 | $160,377 | $0 | $18,622 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,055,652 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $260,865 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 36 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KEYPATH EDUCATION LLC | |||||
| 1933 N MEACHAM RD SUITE 400 | SCHAUMMBURG | IL | 60173 | ENROLLMENT MANAGEMENT | $4,534,521 |
| CHARTERSEARCH | |||||
| 4 ARLINGTON PLACE | HAVERHILL | MA | 01830 | TRAVEL | $668,678 |
| TK NYS SOLAR HOLDCO LLC | |||||
| PO BOX 715040 | CINCINNATI | OH | 45271 | ELECTRIC POWER SERVICES | $588,336 |
| BOND SCHOENECK & KING PLLC | |||||
| 200 DELAWARE AVENUE | BUFFALO | NY | 14202 | LEGAL | $544,145 |
| PINCKNEY HUGO GROUP LLC | |||||
| 760 W GENESEE STREET | SYRACUSE | NY | 13204 | MARKETING SUPPORT SERVICES | $386,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,577,744 | GovernmentGrantsAmt |
| All Other Contributions | $12,684,796 | AllOtherContributionsAmt |
| Noncash Contributions | $1,550,920 | NoncashContributionsAmt |
| Total Contributions | $18,262,540 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $77,474,070 | $77,474,070 |
| RESIDENCE HALL | 721000 | $12,033,182 | $12,033,182 |
| FOOD SERVICE/DINING | 722210 | $2,360,317 | $2,360,317 |
| BOOK STORE | 451211 | $118,475 | $118,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $91,986,044 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $677,275 | TotalRevenueColumnAmt |
| Exclusion | $677,275 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,366,981 | SecuritiesAmt |
| Other | $65,751 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,894,886 | SecuritiesAmt |
| Other | $88,422 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,472,095 | SecuritiesAmt |
| Other | -$22,671 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,449,424 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$22,671 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $5,472,095 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER AUXILIARY ACTVITIES | 611710 | $879,067 | $612,447 | $266,620 |
| PASSED THROUGH PARTNERSHIPS | 900003 | $20,730 | $20,730 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,196,739 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,196,739 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,096,536 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,471,819 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $97,772,559 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $287,350 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,149,370 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,902,194 | TotalAmt |
| Program Services | $40,902,194 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,021,746 | TotalAmt |
| Program Services | $1,021,746 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,438,530 | TotalAmt |
| Management And General | $1,224,007 | ManagementAndGeneralAmt |
| Fundraising | $214,523 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,941,291 | TotalAmt |
| Program Services | $25,893,055 | ProgramServicesAmt |
| Management And General | $3,625,559 | ManagementAndGeneralAmt |
| Fundraising | $1,422,677 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,926,716 | TotalAmt |
| Program Services | $1,605,365 | ProgramServicesAmt |
| Management And General | $236,098 | ManagementAndGeneralAmt |
| Fundraising | $85,253 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,102,597 | TotalAmt |
| Program Services | $3,206,339 | ProgramServicesAmt |
| Management And General | $675,161 | ManagementAndGeneralAmt |
| Fundraising | $221,097 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,148,874 | TotalAmt |
| Program Services | $1,698,161 | ProgramServicesAmt |
| Management And General | $342,595 | ManagementAndGeneralAmt |
| Fundraising | $108,118 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,000 | TotalAmt |
| Fundraising | $76,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,360,969 | TotalAmt |
| Program Services | $3,691,667 | ProgramServicesAmt |
| Management And General | $2,553,182 | ManagementAndGeneralAmt |
| Fundraising | $116,120 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,737,288 | TotalAmt |
| Program Services | $2,843,842 | ProgramServicesAmt |
| Management And General | $719,609 | ManagementAndGeneralAmt |
| Fundraising | $173,837 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,068 | TotalAmt |
| Program Services | $281,252 | ProgramServicesAmt |
| Management And General | $70,313 | ManagementAndGeneralAmt |
| Fundraising | $18,503 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,489,450 | TotalAmt |
| Program Services | $81,895 | ProgramServicesAmt |
| Management And General | $1,407,555 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,412,982 | TotalAmt |
| Program Services | $1,236,270 | ProgramServicesAmt |
| Management And General | $83,191 | ManagementAndGeneralAmt |
| Fundraising | $93,521 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,878 | TotalAmt |
| Program Services | $69,638 | ProgramServicesAmt |
| Management And General | $13,085 | ManagementAndGeneralAmt |
| Fundraising | $6,155 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,584 | TotalAmt |
| Program Services | $617,202 | ProgramServicesAmt |
| Management And General | $83,902 | ManagementAndGeneralAmt |
| Fundraising | $7,480 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,651,572 | TotalAmt |
| Program Services | $4,064,535 | ProgramServicesAmt |
| Management And General | $538,986 | ManagementAndGeneralAmt |
| Fundraising | $48,051 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,527 | TotalAmt |
| Program Services | $96,024 | ProgramServicesAmt |
| Management And General | $424,746 | ManagementAndGeneralAmt |
| Fundraising | $4,757 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ATHLETICS | $2,685,103 | $2,431,093 | $254,010 | |
| REPAIRS AND MAINTENANCE | $1,044,450 | $249,857 | $782,108 | $12,485 |
| STUDENT ACTIVITIES | $677,222 | $669,601 | $5,465 | $2,156 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,294,572 | TotalAmt |
| Program Services | $5,384,689 | ProgramServicesAmt |
| Management And General | $1,221,781 | ManagementAndGeneralAmt |
| Fundraising | $688,102 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,604,613 | TotalAmt |
| Program Services | $96,044,425 | ProgramServicesAmt |
| Management And General | $14,261,353 | ManagementAndGeneralAmt |
| Fundraising | $3,298,835 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,837,781 | BOYAmt |
| EOY | $19,477,330 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,774,544 | BOYAmt |
| EOY | $5,031,759 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,809,082 | BOYAmt |
| EOY | $3,906,631 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,270 | BOYAmt |
| EOY | $443,735 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $198,815,382 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $90,584,812 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,266,069 | BOYAmt |
| EOY | $108,230,570 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,384,817 | BOYAmt |
| EOY | $42,699,033 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,644,246 | BOYAmt |
| EOY | $41,838,900 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,256,856 | BOYAmt |
| EOY | $1,140,942 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,379,665 | BOYAmt |
| EOY | $222,768,900 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,456,811 | BOYAmt |
| EOY | $5,634,150 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,797,755 | BOYAmt |
| EOY | $6,264,895 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,005,000 | BOYAmt |
| EOY | $13,064,668 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,099,110 | BOYAmt |
| EOY | $694,224 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $925,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,834,666 | BOYAmt |
| EOY | $4,965,120 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,118,342 | BOYAmt |
| EOY | $30,623,057 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,728,840 | BOYAmt |
| EOY | $105,133,563 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,532,483 | BOYAmt |
| EOY | $87,012,280 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,261,323 | BOYAmt |
| EOY | $192,145,843 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,379,665 | BOYAmt |
| EOY | $222,768,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,867,206 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$11,926,604 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,943,918 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,483,905 | BeginningYearBalanceAmt |
| Contributions | $1,616,629 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,718,242 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,960,907 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,017,262 | OtherExpendituresAmt |
| End Year Balance | $83,404,123 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,986,599 | BeginningYearBalanceAmt |
| Contributions | $4,476,725 | ContributionsAmt |
| Investment Earnings Or Losses | $21,410,869 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,862,266 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,528,022 | OtherExpendituresAmt |
| End Year Balance | $91,483,905 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,199,983 | BeginningYearBalanceAmt |
| Contributions | $2,095,332 | ContributionsAmt |
| Investment Earnings Or Losses | $939,297 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,666,992 | GrantsOrScholarshipsAmt |
| Other Expenditures | $581,021 | OtherExpendituresAmt |
| End Year Balance | $69,986,599 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,615,349 | BeginningYearBalanceAmt |
| Contributions | $1,510,281 | ContributionsAmt |
| Investment Earnings Or Losses | $1,217,666 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,689,024 | GrantsOrScholarshipsAmt |
| Other Expenditures | $454,289 | OtherExpendituresAmt |
| End Year Balance | $70,199,983 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,163,933 | BeginningYearBalanceAmt |
| Contributions | $3,617,627 | ContributionsAmt |
| Investment Earnings Or Losses | $4,866,879 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,431,383 | GrantsOrScholarshipsAmt |
| Other Expenditures | $601,707 | OtherExpendituresAmt |
| End Year Balance | $70,615,349 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,496,485 | OtherCostOrOtherBasisAmt |
| Book Value | $1,496,485 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $147,421,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,483,181 | DepreciationAmt |
| Book Value | $88,938,258 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,442,545 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,976,900 | DepreciationAmt |
| Book Value | $7,465,645 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,454,913 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,124,731 | DepreciationAmt |
| Book Value | $10,330,182 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $108,230,570 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| Book Value | $41,838,900 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $41,838,900 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT AND OTHER DEPOSITS | $550,452 |
| POSTRETIREMENT HEALTH CARE BENEFITS OBLIGATION | $98,647 |
| US GOVT GRANTS REFUNDABLE | $1,444,395 |
| ASSET RETIREMENT OBLIGATION | $3,194,806 |
| UNAMORTIZED BOND PREMIUM | $778,437 |
| UNAMORTIZED DEBT ISSUANCE COSTS | -$1,101,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,965,120 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $112,489,133 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$11,926,604 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,964,648 | OtherRevenueAmt |
| Revenue Not Reported | -$9,961,956 | RevenueNotReportedAmt |
| Revenue Subtotal | $122,451,089 | RevenueSubtotalAmt |
| Other Revenues Not Included | $20,730 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $20,730 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $122,471,819 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $113,604,613 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $113,604,613 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $113,604,613 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE UNIVERSITY'S COLLECTIONS, WHICH CONSIST OF CONTRIBUTIONS RECEIVED SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE BALANCE SHEET. THE UNIVERSITY'S COLLECTIONS INCLUDE PAINTINGS, SCULPTURE, POTTERY, GLASS, WOODCARVINGS, DRAWINGS, AND OTHER WORKS. THE COLLECTIONS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. |
| PART III, LINE 4: | LOCATED ON THE CAMPUS OF THE UNIVERSITY, THE REGINA A. QUICK CENTER FOR THE ARTS HAS AS ITS MISSION TO OFFER BOTH THE UNIVERSITY COMMUNITY AND THE GENERAL PUBLIC A PROGRAM OF PROFESSIONAL, CULTURALLY DIVERSE ARTS EVENTS AND EXHIBITIONS OF THE HIGHEST ARTISTIC QUALITY REFLECTING THE VALUES OF THE UNIVERSITY AND ITS CURRICULUM. TO THAT END, THE CENTER COLLECTS, PRESERVES, EXHIBITS AND INTERPRETS HISTORIC AND CONTEMPORARY VISUAL ART AND CULTURAL ARTIFACTS AND MAINTAINS ACTIVE OUTREACH TO A WIDE COMMUNITY IN THE SECOND MOST UNDERDEVELOPED COUNTY IN NEW YORK STATE AND THE SIX CONTIGUOUS COUNTIES OF THE SOUTHERN TIER OF WESTERN NEW YORK AND NORTHERN PENNSYLVANIA. THE UNIVERSITY'S COLLECTIONS INCLUDE OVER 3,000 WORKS OF ART DATING FROM SEVERAL HUNDRED YEARS BEFORE THE BIRTH OF CHRIST INTO THE 21ST CENTURY, REPRESENTING EUROPEAN, AMERICAN, ASIAN AND MESOAMERICAN CULTURES. THE COLLECTIONS INCLUDE PAINTINGS, SCULPTURE, POTTERY, GLASS, WOODCARVINGS, DRAWINGS AND OTHER WORKS ON PAPER IN ALL PRINT MEDIA. AN INSTALLATION OF OVER 250 WORKS ARE ON PERMANENT DISPLAY AUGMENTED BY TEN OR MORE ADDITIONAL TEMPORARY EXHIBITIONS PRODUCED YEARLY FROM BOTH LOAN SOURCES AND THE UNIVERSITY'S OWN HOLDINGS. THE COLLECTIONS REFLECT THE UNIVERSITY'S MISSION THROUGH ITS BREADTH AND DEPTH. WE BELIEVE OUR HOLDINGS REPRESENT AN EXTRAORDINARY RESOURCE IN AN ECONOMICALLY CHALLENGED COMMUNITY WITH LITTLE ACCESS TO CULTURAL RESOURCES. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE AVAILABLE FOR SCHOLARSHIPS, QUICK ARTS CENTER, FRANCISCAN PROGRAMS, RESEARCH, ACADEMICS, ATHLETICS, TEACHING, AND OTHER PROGRAMS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ASSET RETIREMENT OBLIGATION 1,964,648. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PASSED THROUGH PARTNERSHIPS 20,730. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE POLICY IS PUBLISHED IN PRINTED PAMPHLETS, CATALOGUES, BROCHURES, AND NEWSPAPER ADVERTISEMENTS. |
| SCHEDULE E, PART I, LINE 6 | SBU RECEIVES FUNDING FROM FEDERAL AND NEW YORK STATE AGENCIES FOR VARIOUS PROGRAMS AND STUDENT FINANCIAL ASSISTANCE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | INVESTMENTS | SpecificServicesProvidedTxt |
| Region Total Expenditures | $12,883,814 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $12,883,814 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $12,883,814 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 14 | $216,675 | APPLIED TO STUDENT ACCOUNTS |
| SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 5 | $68,425 | APPLIED TO STUDENT ACCOUNTS |
| SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 2 | $24,688 | APPLIED TO STUDENT ACCOUNTS |
| SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 31 | $687,582 | APPLIED TO STUDENT ACCOUNTS |
| SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 2 | $24,376 | APPLIED TO STUDENT ACCOUNTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTS MADE TO INDIVIDUALS OUTSIDE OF THE U.S. ARE IN THE FORM OF SCHOLARSHIPS AND INSTITUTIONAL SUPPORT FOR STUDENTS ATTENDING THE UNIVERSITY. ACADEMIC AWARDS ARE MONITORED AT THE TIME OF ADMISSION. ALL STUDENTS ARE REVIEWED FOR ACADEMIC AWARD ELIGIBILITY. THE SAME CRITERIA IS USED FOR ALL STUDENTS, INTERNATIONAL OR NOT. IF STUDENTS ARE ELIGIBLE THEY ARE NOTIFIED ALONG WITH THIER OFFER OF ADMISSION. RENEWAL IS BASED, AMONG OTHER THINGS, ON CUMULATIVE GPA, RESIDENTIAL STATUS, ETC. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAHAM-PELTON ASSOCIATES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BEECHWOOD ROAD | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN COUNSELING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $76,000 | RetainedByContractorAmt |
| Net To Organization | -$76,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $76,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$76,000 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY. | GrantTypeTxt |
| Recipient | 1718 | RecipientCnt |
| Cash Grant | $40,902,194 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACADEMIC AWARDS ARE MONITORED AT THE TIME OF ADMISSION. ALL STUDENTS ARE REVIEWED FOR ACADEMIC AWARD ELIGIBILITY. THE SAME CRITERIA IS USED FOR ALL STUDENTS, INTERNATIONAL OR NOT. IF STUDENTS ARE ELIGIBLE THEY ARE NOTIFIED ALONG WITH THEIR OFFER OF ADMISSION. RENEWAL IS BASED, AMONG OTHER THINGS, ON CUMULATIVE GPA, RESIDENTIAL STATUS, ETC. ATHLETIC AWARDS ARE IN ADDITION TO ACADEMIC AWARDS AND ARE DETERMINED BASED ON THE SPORT, NCAA STANDARDS, INTERNAL FUNDS AVAILABILITY, AND NEGOTIATIONS BETWEEN THE COACH AND ATHLETE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK SCHMIDT | ||||||||||||||
| MEN'S HEAD BASKETBALL COAC | $892,911 | $0 | $70,000 | $0 | $49,786 | $0 | $40,000 | $0 | $17,122 | $0 | $1,069,819 | $0 | $0 | $0 |
| DR JOSEPH ZIMMER | ||||||||||||||
| ACTING PRESIDENT | $196,172 | $0 | $80,000 | $0 | $3,462 | $0 | $11,257 | $0 | $5,890 | $0 | $296,781 | $0 | $0 | $0 |
| H DANIEL HUNGERFORD | ||||||||||||||
| VP FOR FINANCE AND ADMIN | $198,345 | $0 | $43,000 | $0 | $3,462 | $0 | $12,231 | $0 | $17,061 | $0 | $274,099 | $0 | $0 | $0 |
| DR MATRECIA JAMES | ||||||||||||||
| DEAN - SCHOOL OF BUSINESS | $232,759 | $0 | $0 | $0 | $0 | $0 | $13,538 | $0 | $6,174 | $0 | $252,471 | $0 | $0 | $0 |
| DR DOUGLAS J PISANO | ||||||||||||||
| DEAN - SCHOOL OF HEALTH PR | $189,865 | $0 | $10,000 | $0 | $6,000 | $0 | $11,135 | $0 | $17,061 | $0 | $234,061 | $0 | $0 | $0 |
| BERNARD VALENTO | ||||||||||||||
| VP FOR ENROLLMENT MANAGEMENT | $155,032 | $0 | $28,000 | $0 | $0 | $0 | $9,123 | $0 | $17,122 | $0 | $209,277 | $0 | $0 | $0 |
| ROBERT VAN WICKLIN | ||||||||||||||
| VP FOR UNIVERSITY ADVANCEMENT | $167,475 | $0 | $28,000 | $0 | $0 | $0 | $9,712 | $0 | $0 | $0 | $205,187 | $0 | $0 | $0 |
| KATHRYN D O'BRIEN | ||||||||||||||
| VP FOR STUDENT AFFAIRS | $153,168 | $0 | $28,000 | $0 | $0 | $0 | $8,942 | $0 | $0 | $0 | $190,110 | $0 | $0 | $0 |
| JESSIE FLEMING | ||||||||||||||
| WOMEN'S HEAD BASKETBALL CO | $160,765 | $0 | $5,000 | $0 | $0 | $0 | $9,415 | $0 | $6,174 | $0 | $181,354 | $0 | $0 | $0 |
| DR MICHAEL J FISCHER | ||||||||||||||
| PROFESSOR - ACCOUNTING | $142,377 | $0 | $0 | $0 | $18,000 | $0 | $1,500 | $0 | $17,122 | $0 | $178,999 | $0 | $0 | $0 |
| DR DAVID HILMEY | ||||||||||||||
| ACTING PROVOST AND VP FOR ACADEMIC A | $125,679 | $0 | $8,000 | $0 | $0 | $0 | $13,164 | $0 | $17,122 | $0 | $163,965 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COUNTY OF CATTARAUGUS CRC | ||||||||
| A | 273458026 | 14946TBFO | 2016-02-11 | $6,904,497 | REFUNDING OF 2006 BOND | 0 | 0 | 0 |
| COUNTY OF CATTARAUGUS CRC | ||||||||
| B | 273458026 | 14946TAP9 | 2014-05-29 | $10,393,724 | DORMITORY RENOVATIONS AND DEFERRED MAINTENANCE | 0 | 0 | 0 |
| COUNTY OF CATTARAUGUS CRC | ||||||||
| C | 273458026 | 2022-05-20 | $25,000,000 | PLASSMANN RENOVATION, GRAD HOUSING, DEFERRED MAINTENCE | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $6,904,497 | $265,523 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $10,393,724 | $207,874 | 2015 | 0 | 0 | Yes (1) | Yes (1) | $10,185,850 | |
| C | $25,000,000 | $619,668 | 2024 | 0 | 0 | 0 | Yes (1) | $24,380,332 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: COUNTY OF CATTARAUGUS CRC DATE THE REBATE COMPUTATION WAS PERFORMED: 02/11/2022 ISSUER NAME: COUNTY OF CATTARAUGUS CRC DATE THE REBATE COMPUTATION WAS PERFORMED: 05/29/2022 | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $3,956 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 72 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,550,920 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT TIME OF GIFT | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $226,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT TIME OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | SBU WELCOMED THEIR FIRST COHORT OF PHYSICIAN ASSISTANTS TO THE DENNIS R. DEPERRO SCHOOL OF HEALTH PROFESSIONS IN JANUARY 2021. THE NEW SCHOOL IS ANTICIPATED TO GROW TO OVER 500 STUDENTS IN BOTH GRADUATE AND UNDERGRADUATE PROGRAMS OVER THE NEXT FIVE TO SEVEN YEARS. ST. BONAVENTURE FUNDRAISED $17.5M FOR THE RENOVATION OF ST. FRANCIS HALL. THE RENOVATION ENCOMPASSED OVER 75,000 SQUARE FEET AND FEATURES STATE OF THE ART TECHNOLOGY AND LABS. ST. BONAVENTURE IS OFFERING THE FOLLOWING UNDERGRADUATE PROGRAMS IN THE SCHOOL: NURSING, HEALTH SCIENCES, AND PUBLIC HEALTH. GRADUATE PROGRAMS INCLUDE: PHYSICIANS ASSISTANT, OCCUPATIONAL THERAPY, MASTERS OF ENTRY TO PRACTICE IN NURSING, PUBLIC HEALTH, AND SPEECH PATHOLOGY COMING IN 2025. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS SUBJECT TO REVIEW BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO BEING FILED. IT IS ALSO MADE AVAILABLE ON THE TRUSTEES PORTAL FOR THE PERUSAL OF ALL TRUSTEES DURING THE PERIOD IN WHICH IT IS UNDER REVIEW, PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES AND OFFICERS OF SBU ARE REQUIRED TO ADHERE TO A CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES THAT ANY CONFLICTS ARE SELF-DISCLOSED AND ADDITIONAL CONFLICTS AND POTENTIAL CONFLICTS ARE MONITORED THROUGH THE VICE-PRESIDENTIAL OFFICES AND OFFICE OF THE PRESIDENT. WHEN A CONFLICT IS PRESENT AT THE BOARD LEVEL, THE TRUSTEE WILL ABSTAIN FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN EXTERNAL COMPENSATION CONSULTING FIRM IS PERIODICALLY RETAINED TO ASSIST WITH ANALYSIS OF OFFICER COMPENSATION. THE FIRM REVIEWS OFFICER JOB DESCRIPTIONS AND ESTABLISHES A RECOMMENDED SALARY RANGE BASED ON RELEVANT BENCHMARK DATA. BENCHMARK DATA USED INCLUDES THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION SURVEY AND IT IS SUPPLEMENTED BY DATA IN SPECIFIC INDUSTRIES AND/OR LOCAL DATA. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE DATA WITH THE FIRM AND SETS THE OFFICERS' COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS (INCLUDING POLICIES) ARE AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE OFFICE OF VP FINANCE & ADMINISTRATION AND OFFICE OF THE PRESIDENT. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST THROUGH THE OFFICE OF VP FINANCE & ADMINISTRATION OF THE UNIVERSITY. |
| FORM 990, PART XI, LINE 9: | PASSED THROUGH PARTNERSHIPS -20,730. ASSET RETIREMENT OBLIGATION 1,964,648. |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |