CEDAR CREST COLLEGE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CEDAR CREST COLLEGE (EIN 23-1365953)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-03
- IRS object ID
- 202330939349301343
- 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 | 2023-04-03T19:24:43-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231365953 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEDAR CREST COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CEDA | BusinessNameControlTxt |
| Phone | 6106064666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COLLEGE DRIVE | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181046196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH M MEADE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6106064666 | PhoneNum |
| Signature | 2023-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | MEADE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE H MOHR CPA | PreparerPersonNm |
| PTIN | P00447603 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Preparation | 2023-02-14 | 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 | ELIZABETH M MEADE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COLLEGE DRIVE | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181046196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $67,835,229 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CEDARCREST.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1867 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | LIBERAL ARTS COLLEGE PRIMARILY FOR WOMEN DEDICATED TO EDUCATING THE NEXT GENERATION OF LEADERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 485 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $81,071 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,357 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,935,796 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,765,698 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,732,656 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $45,494,485 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,366,688 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,278,989 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,263,208 | PYOtherRevenueAmt |
| CY Other Revenue | $2,627,206 | CYOtherRevenueAmt |
| PY Total Revenue | $62,298,348 | PYTotalRevenueAmt |
| CY Total Revenue | $63,166,378 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,513,685 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,913,055 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,344,973 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,288,311 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $967,006 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,835,418 | PYOtherExpensesAmt |
| CY Other Expenses | $15,771,432 | CYOtherExpensesAmt |
| PY Total Expenses | $52,694,076 | PYTotalExpensesAmt |
| CY Total Expenses | $55,972,798 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,604,272 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,193,580 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $109,003,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,627,983 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,464,371 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,602,905 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $83,538,922 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $78,025,078 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CEDAR CREST COLLEGE IS A LIBERAL ARTS COLLEGE PRIMARILY FOR WOMEN DEDICATED TO THE EDUCATION OF THE NEXT GENERATION OF LEADERS. THE COLLEGE PREPARES STUDENTS FOR LIFE IN A GLOBAL COMMUNITY BY EDUCATING THE WHOLE STUDENT AT ALL STAGES OF LIFE AND EXPERIENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $46,503,923 | ExpenseAmt |
| Grant | $19,913,055 | GrantAmt |
| Revenue | $45,494,485 | RevenueAmt |
| Desc | THE COLLEGE CAMPUS, WITH 19 PRIMARY BUILDINGS, IS LOCATED IN THE WESTERN RESIDENTIAL SECTION OF THE CITY OF ALLENTOWN, PENNSYLVANIA IN THE LEHIGH VALLEY, WHICH HAS A COMBINED POPULATION OF APPROXIMATELY 820,000. THE COLLEGE IS WITHIN 55 MILES OF PHILADELPHIA AND 90 MILES OF NEW YORK CITY. THE COLLEGE SERVES APPROXIMATELY 1,400 STUDENTS AND HAS A 10:1 STUDENT-FACULTY RATIO. THE COLLEGE IS ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION.THE VISION OF A WOMEN'S COLLEGE IN ALLENTOWN, PENNSYLVANIA, CAME FIRST THROUGH THE FATHERS OF THE UNITED CHURCH OF CHRIST, WHO, IN 1867, ESTABLISHED A PROGRAM FOR THEIR DAUGHTERS TO ACHIEVE EDUCATION BEYOND HIGH SCHOOL. THE VISION WAS THEN SUPPORTED MORE THAN 100 YEARS LATER WHEN THE COLLEGE ALUMNAE CAME FORWARD WITH PASSION AND MIGHT TO DERAIL A POTENTIAL MERGER WITH A CO-ED COLLEGE.CEDAR CREST HAS BEEN A PLACE WHERE STUDENTS DEVELOP LEADERSHIP SKILLS. THROUGH ACADEMIC COURSES, STUDENT-LIFE PROGRAMMING, ATHLETICS, ACTIVITIES, AND PRE-PROFESSIONAL PRACTICES, THE COLLEGE HAS BEEN A PLACE TO GROW STUDENTS INTO LEADERS. THE WOMEN'S COLLEGE STATUS HAS ENSURED THAT STUDENTS HAVE MORE LEADERSHIP OPPORTUNITIES, MORE OF A CHANCE TO TRULY PRACTICE LEADERSHIP, AND A GREATER EXPECTATION OF LEADING PLACED UPON THEM BY FACULTY AND STAFF. IT HAS BEEN LEADERSHIP BY ABSORPTION IN SOME WAYS, AND IT HAS BEEN SUCCESSFUL. THE COLLEGE REMAINS PASSIONATE ABOUT ITS MISSION AND IS FOCUSED ON ITS FUTURE. IN THE FALL OF 2021, THE COLLEGE LAUNCED ITS NEWEST DOCTORAL PROGRAM IN OCCUPATIONAL THERAPY. THIS PROGRAM IS THE FIRST PROGRAM IN THE LEHIGH VALLEY AND ENROLLED STUDENTS FROM ACROSS THE COUNTRY. OUTFITTED WITH STATE-OF-THE-ART SIMULATION THROUGH AN ANATOMAGE TABLE, NEW PEDIATRIC AND LIFE SKILLS LABORATORIES ONSITE, THE STUDENTS IN THIS PROGRAM WILL ALSO RECEIVE CLINICAL EXPERIENCES THROUGHOUT THE REGION. INVESTMENT OF RESOURCES IN INSTRUCTION AND STUDENT SERVICES REMAIN A HIGH PRIORITY FOR THE COLLEGE. SIGNIFICANT INVESTMENTS IN THE COLLEGES INFRASTRUCTURE AND EQUIPMENT WILL ALLOW IT TO DELIVER QUALITY AND MISSION-BASED PROGRAMS TO ITS STUDENTS AT EACH FACET OF THEIR EDUCATION. | Desc |
| Total Program Service Expenses | $46,503,923 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 85 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 485 | 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH M MEADE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106064666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COLLEGE DRIVE | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181046196 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 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 |
|---|---|---|---|---|---|---|---|
| DR ELIZABETH MEADE | |||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $300,751 | $0 | $91,310 | |
| LAWRENCE QUARINO | |||||||
| TRUSTEE/PROFESSOR | 40.00 | Yes (X) | $121,887 | $0 | $20,683 | ||
| SYLVIA BETZ GARDENER | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR JULIE ENGLUND | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBIN INGRAM | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA BIGELOW | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN WANAMAKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN STENNET | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR LORRAINE SOISSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MICHAEL PASQUALE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET MOORE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER KROEBER TSE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ZEMBRON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONI J BERNER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENDAL NICHOLS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM JORDAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEG SCHOENEMANN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY YANUZZI CLEFF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATTI LEHR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REAR ADMIRAL DAVID P KELLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE KOBAL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE ANN GLOWER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY BROOMALL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY BODY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM MOYER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AUDRA KAHR | |||||||
| CFO/COO/TREASURER | 40.00 | Yes (X) | $179,970 | $0 | $22,862 | ||
| ROBERT WILSON | |||||||
| PROVOST | 40.00 | Yes (X) | $148,297 | $0 | $17,544 | ||
| ERIKA DAVIS | |||||||
| VP ENROLLMENT MANAGEMENT | 40.00 | Yes (X) | $140,275 | $0 | $9,134 | ||
| VALERIE DOWNING | |||||||
| VP INSTITUTIONAL ADVANCEMENT | 40.00 | Yes (X) | $139,716 | $0 | $25,914 | ||
| MEGHAN GRADY | |||||||
| SECRETARY | 40.00 | Yes (X) | $44,769 | $0 | $255 | ||
| WILLIAM WRIGHTSMAN | |||||||
| DIRECTOR, ASSISTANT PROFESSOR | 40.00 | $128,650 | $0 | $15,580 | Yes (X) | ||
| WENDY ROBB | |||||||
| DEAN OF THE SCHOOL OF NURSING | 40.00 | $140,330 | $0 | $18,977 | Yes (X) | ||
| THOMAS BRETTELL | |||||||
| CHAIR, PROFESSOR | 40.00 | $126,684 | $0 | $6,658 | Yes (X) | ||
| JOSHUA HARRINGTON | |||||||
| CHAIR, ASSOCIATE PROFESSOR | 40.00 | $127,739 | $0 | $11,633 | Yes (X) | ||
| SCOTT HOKE | |||||||
| DIRECTOR, ASSOCIATE PROFESSOR | 40.00 | $121,463 | $0 | $433 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,720,531 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $240,983 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | 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 |
|---|---|---|---|---|---|
| PARKHURST DINING SERVICES | |||||
| PO BOX 644091 | PITTSBURGH | PA | 152644091 | FOOD SERVICE | $1,748,262 |
| HT LYONS INC | |||||
| 7165 AMBASSADOR DRIVE | ALLENTOWN | PA | 18106 | GENERAL CONTRACTING SERVICES | $440,708 |
| SCHOENEN MARKETING LLC | |||||
| 5491 ASHLEY DR | LAURYS STATION | PA | 18059 | MARKETING | $386,789 |
| HEALTHWORKS | |||||
| 400 NORTH 17TH STREET SUITE 207 | ALLENTOWN | PA | 18104 | HEALTH SERVICES | $326,810 |
| JENZABAR INC | |||||
| PO BOX 55018 | BOSTON | MA | 022055018 | SOFTWARE AND SUPPORT | $277,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $136,980 | FundraisingAmt |
| Government Grants | $6,480,193 | GovernmentGrantsAmt |
| All Other Contributions | $3,148,525 | AllOtherContributionsAmt |
| Noncash Contributions | $207,878 | NoncashContributionsAmt |
| Total Contributions | $9,765,698 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $42,812,456 | $42,812,456 |
| RESIDENCE FEES | 611600 | $2,316,318 | $2,316,318 |
| SWIM & SAFETY PROGRAMS | 611600 | $350,411 | $350,411 |
| FORTIFIED STUDENT DEPO | 611600 | $14,150 | $14,150 |
| INTEREST INCOME ON STU | 611600 | $1,150 | $1,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $45,494,485 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $756,481 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,445 | UnrelatedBusinessRevenueAmt |
| Exclusion | $750,036 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,269 | TotalRevenueColumnAmt |
| Exclusion | $65,269 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $495,932 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $308,084 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $187,848 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $187,848 | TotalRevenueColumnAmt |
| Exclusion | $187,848 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,825,708 | SecuritiesAmt |
| Other | $4,195 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,299,005 | SecuritiesAmt |
| Other | $8,390 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,526,703 | SecuritiesAmt |
| Other | -$4,195 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,522,508 | TotalRevenueColumnAmt |
| Exclusion | $4,522,508 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $52,336 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $136,980 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,372 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,036 | TotalRevenueColumnAmt |
| Exclusion | -$1,036 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| DINING FEES | 611600 | $2,187,986 | $2,187,986 | |
| SUMMER CAMPS | 611600 | $74,626 | $74,626 | |
| BOOKSTORE | 611600 | $26,952 | $26,952 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,561 | TotalRevenueColumnAmt |
| Exclusion | $85,561 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,375,125 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,166,378 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,494,485 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $81,071 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,825,124 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,913,055 | TotalAmt |
| Program Services | $19,913,055 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,230,723 | TotalAmt |
| Program Services | $444,277 | ProgramServicesAmt |
| Management And General | $631,833 | ManagementAndGeneralAmt |
| Fundraising | $154,613 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,183,462 | TotalAmt |
| Program Services | $12,775,004 | ProgramServicesAmt |
| Management And General | $2,000,837 | ManagementAndGeneralAmt |
| Fundraising | $407,621 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,024 | TotalAmt |
| Program Services | $436,815 | ProgramServicesAmt |
| Management And General | $69,959 | ManagementAndGeneralAmt |
| Fundraising | $14,250 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,192,832 | TotalAmt |
| Program Services | $1,792,185 | ProgramServicesAmt |
| Management And General | $319,388 | ManagementAndGeneralAmt |
| Fundraising | $81,259 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,160,270 | TotalAmt |
| Program Services | $917,623 | ProgramServicesAmt |
| Management And General | $197,659 | ManagementAndGeneralAmt |
| Fundraising | $44,988 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,469 | TotalAmt |
| Management And General | $41,469 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,401 | TotalAmt |
| Management And General | $70,401 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,951 | TotalAmt |
| Management And General | $244,951 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,132,693 | TotalAmt |
| Program Services | $904,964 | ProgramServicesAmt |
| Management And General | $189,300 | ManagementAndGeneralAmt |
| Fundraising | $38,429 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,407 | TotalAmt |
| Program Services | $29,182 | ProgramServicesAmt |
| Management And General | $639,065 | ManagementAndGeneralAmt |
| Fundraising | $160 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,187,608 | TotalAmt |
| Program Services | $1,097,506 | ProgramServicesAmt |
| Management And General | $931,391 | ManagementAndGeneralAmt |
| Fundraising | $158,711 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,325 | TotalAmt |
| Program Services | $129,896 | ProgramServicesAmt |
| Management And General | $49,766 | ManagementAndGeneralAmt |
| Fundraising | $21,663 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,627,457 | TotalAmt |
| Program Services | $1,045,489 | ProgramServicesAmt |
| Management And General | $581,968 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,008 | TotalAmt |
| Program Services | $831,409 | ProgramServicesAmt |
| Management And General | $27,516 | ManagementAndGeneralAmt |
| Fundraising | $4,083 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,350 | TotalAmt |
| Program Services | $64,489 | ProgramServicesAmt |
| Management And General | $7,626 | ManagementAndGeneralAmt |
| Fundraising | $235 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,443 | TotalAmt |
| Program Services | $295,872 | ProgramServicesAmt |
| Management And General | $142,571 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,890,827 | TotalAmt |
| Program Services | $2,584,292 | ProgramServicesAmt |
| Management And General | $1,306,535 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,722 | TotalAmt |
| Program Services | $29,225 | ProgramServicesAmt |
| Management And General | $359,497 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AUXILIARY ENTERPRISES | $1,940,990 | $1,940,990 | ||
| PROGRAM EXPENSE | $1,359,341 | $839,176 | $499,811 | $20,354 |
| MEMBERSHIP FEES | $190,189 | $57,481 | $132,279 | $429 |
| DINING SERVICES | $155,116 | $130,010 | $20,533 | $4,573 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,135 | TotalAmt |
| Program Services | $244,983 | ProgramServicesAmt |
| Management And General | $37,514 | ManagementAndGeneralAmt |
| Fundraising | $15,638 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,972,798 | TotalAmt |
| Program Services | $46,503,923 | ProgramServicesAmt |
| Management And General | $8,501,869 | ManagementAndGeneralAmt |
| Fundraising | $967,006 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,000 | BOYAmt |
| EOY | $7,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,256,319 | BOYAmt |
| EOY | $8,160,684 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,162 | BOYAmt |
| EOY | $1,370,703 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,993,263 | BOYAmt |
| EOY | $4,335,844 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,969 | BOYAmt |
| EOY | $400,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $95,414,894 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $63,416,981 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,797,093 | BOYAmt |
| EOY | $31,997,913 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,373,250 | BOYAmt |
| EOY | $33,487,889 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,021,664 | BOYAmt |
| EOY | $7,796,792 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,433,606 | BOYAmt |
| EOY | $2,076,571 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,722,967 | BOYAmt |
| EOY | $12,994,105 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,003,293 | BOYAmt |
| EOY | $102,627,983 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,058,699 | BOYAmt |
| EOY | $1,130,753 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,812,122 | BOYAmt |
| EOY | $1,876,411 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,170,210 | BOYAmt |
| EOY | $17,018,123 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,423,340 | BOYAmt |
| EOY | $4,577,618 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,464,371 | BOYAmt |
| EOY | $24,602,905 | 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 | $33,207,653 | BOYAmt |
| EOY | $34,072,533 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,331,269 | BOYAmt |
| EOY | $43,952,545 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,538,922 | BOYAmt |
| EOY | $78,025,078 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,003,293 | BOYAmt |
| EOY | $102,627,983 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,193,580 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,386,339 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$321,085 | OtherChangesInNetAssetsAmt |
| 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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $841,405 | AssetsIncludedAmt |
| 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 |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Additions During Year | $3,342,170 | AdditionsDuringYearAmt |
| Distributions During Year | $3,342,170 | DistributionsDuringYearAmt |
| Ending Balance | $0 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,076,762 | BeginningYearBalanceAmt |
| Contributions | $659,032 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,231,367 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,489,434 | GrantsOrScholarshipsAmt |
| Other Expenditures | $305,992 | OtherExpendituresAmt |
| Administrative Expenses | $244,950 | AdministrativeExpensesAmt |
| End Year Balance | $34,464,051 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,892,693 | BeginningYearBalanceAmt |
| Contributions | $543,744 | ContributionsAmt |
| Investment Earnings Or Losses | $9,984,280 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,304,345 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$189,289 | OtherExpendituresAmt |
| Administrative Expenses | $228,899 | AdministrativeExpensesAmt |
| End Year Balance | $42,076,762 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,528,475 | BeginningYearBalanceAmt |
| Contributions | $1,159,882 | ContributionsAmt |
| Investment Earnings Or Losses | $546,773 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,358,895 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$225,536 | OtherExpendituresAmt |
| Administrative Expenses | $209,078 | AdministrativeExpensesAmt |
| End Year Balance | $32,892,693 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,623,441 | BeginningYearBalanceAmt |
| Contributions | $2,312,988 | ContributionsAmt |
| Investment Earnings Or Losses | $1,510,705 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,320,393 | GrantsOrScholarshipsAmt |
| Other Expenditures | $288,473 | OtherExpendituresAmt |
| Administrative Expenses | $200,277 | AdministrativeExpensesAmt |
| End Year Balance | $32,637,991 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,961,793 | BeginningYearBalanceAmt |
| Contributions | $1,723,778 | ContributionsAmt |
| Investment Earnings Or Losses | $2,165,439 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,096,692 | GrantsOrScholarshipsAmt |
| Other Expenditures | $111,976 | OtherExpendituresAmt |
| Administrative Expenses | $4,018,901 | AdministrativeExpensesAmt |
| End Year Balance | $30,623,441 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $751,331 | OtherCostOrOtherBasisAmt |
| Book Value | $751,331 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,117,552 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,397,225 | DepreciationAmt |
| Book Value | $22,720,327 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,405,281 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,716,549 | DepreciationAmt |
| Book Value | $4,688,732 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,140,730 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,303,207 | DepreciationAmt |
| Book Value | $3,837,523 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,997,913 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ASSETS OF POOLED INCOME FUND | $82,206 | F |
| HIRTLE CALLAGHAN TOTAL RETURN | $817,654 | F |
| HIRTLE CALLAGHAN PE OFFSHORE | $554,467 | F |
| HC SELECT EQUITY FUND LP | $6,342,465 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,796,792 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS HELD IN CHARITABLE REMAINDER | $6,150,000 |
| BENEFICIAL INTEREST IN REMAINDER TRUST | $6,844,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,994,105 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT DEPOSITS | $181,696 |
| AGENCY FUNDS | $204,989 |
| REFUNDABLE ADVANCES FROM FEDERAL GOVERNMENT FOR STUDENT LOANS | $832,684 |
| LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS | $2,875,090 |
| CAPITALIZED LEASE OBLIGATIONS PAYABLE | $483,159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,577,618 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $32,662,962 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$12,386,339 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $38,300 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $361,456 | OtherRevenueAmt |
| Revenue Not Reported | -$11,986,583 | RevenueNotReportedAmt |
| Revenue Subtotal | $44,649,545 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $244,951 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $18,271,882 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $18,516,833 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $63,166,378 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,176,806 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $38,300 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $361,456 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $399,756 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,777,050 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $244,951 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $17,950,797 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $18,195,748 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $55,972,798 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLEGE COLLECTIONS ARE USED FOR PUBLIC EXHIBITION, STUDENT RESEARCH AND CLASSROOM STUDY. THE COLLEGE ALSO HAS SEVERAL COLLECTIONS ON LOAN. THE COLLEGE USES THESE COLLECTIONS AS TOOLS FOR INSTRUCTION. |
| PART IV, LINE 1B: | EACH YEAR THE COLLEGE BEGINS THE NEW ACADEMIC YEAR WITH ZERO FUNDING. ALL FUNDING FROM FEDERAL & STATE AGENCIES IS DISBURSED TO STUDENTS WITHIN THE ACADEMIC YEAR. |
| PART V, LINE 4: | THE INCOME GENERATED FROM THE COLLEGE'S ENDOWMENT IS PRIMARILY UTILIZED FOR SCHOLARSHIP AID AND FUNDING OF EDUCATIONAL PROGRAMS. |
| PART X, LINE 2: | THE IRS HAS RULED THAT THE COLLEGE IS TAX-EXEMPT AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE COLLEGE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2022 AND 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 308,084. FUNDRAISING EXPENSES 53,372. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP ALLOWANCES 17,781,201. CHANGE IN VALUATION OF SPLIT-INTEREST AGREEMENTS 490,681. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 308,084. FUNDRAISING EXPENSES 53,372. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP ALLOWANCES 17,781,201. RECOVERY OF COSTS 169,596. |
| SCHEDULE D, PART V, COLUMN (D), LINE 1A: | DUE TO A CHANGE IN PRESENTATION OF THE FINANCIAL STATEMENTS, THE BEGINNING BALANCE IN COLUMN (C), LINE 1A DIFFERS FROM THE ENDING BALANCE FROM COLUMN (D), LINE 1G. THE BEGINNING BALANCE IN PART V FOR FY20 ACCURATELY REPRESENTS THE COLLEGE'S TRUE ENDOWMENT FUND BALANCE AS THIS PRESENTATION HAS BEEN CHANGED. |
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 NON-DISCRIMINATION POLICY IS LISTED ON PAGE 1 OF THE ACADEMIC CATALOG WHICH IS PROVIDED TO EACH STUDENT TO USE DURING REGISTRATION AND ADVISING. |
| SCHEDULE E, PART I, LINE 6 | THE COLLEGE ADMINISTERS TITLE IV GRANT AND LOAN PROGRAMS AND STATE GRANT ASSISTANCE THROUGH PENNSYLVANIA AND RECIPROCAL STATES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $1,449,510 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 16 | PROGRAM SERVICES | $74,743 | PAN EUROPEAN MASTERS IN FINE ARTS - CREATIVE WRITING |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 3 | PROGRAM SERVICES | $88,804 | STUDY ABROAD |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | $50,749 | STUDY ABROAD |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | $23,335 | STUDY ABROAD |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 1 | PROGRAM SERVICES | $346,576 | STUDY ABROAD |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | $305,596 | STUDY ABROAD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 20 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Subtotal Spent | $2,339,313 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,339,313 | TotalSpentAmt |
| 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ALL FINANCIAL AID IS TREATED AS A REDUCTION TO TUITION. |
| PART I, LINE 3: | ACCRUAL |
| PART III ACCOUNTING METHOD: | |
| PART I: | THE EXPENSES FOR THE STUDY ABROAD PROGRAMS MAY INCLUDE EXPENSES RELATED TO SPECIFIC STUDY ABROAD TOURS. THE COLLEGE COLLECTS ALL FUNDS FROM STUDENTS AND REMITS THESE FUNDS TO FOREIGN PROGRAMS ON BEHALF OF STUDENTS. THERE ARE NO ADDITIONAL COSTS TO THE COLLEGE RELATED TO THESE TRIPS. SCHOLARSHIPS - THESE FUNDS RELATE TO PROGRAMS FOR WHICH STUDENTS ARE RESPONSIBLE TO REMIT TO THE PROGRAM DIRECTLY. STUDENTS MAY APPLY FOR FEDERAL AND STATE LOANS/GRANTS THROUGH THE COLLEGE TO ASSIST WITH PROGRAM FEES. SCHOLARSHIPS, LOANS/GRANTS THAT STUDENTS APPLY FOR THROUGH THE COLLEGE ARE THEN ISSUED AS REFUND CHECKS FOR THE STUDENTS TO HANDLE THEMSELVES. THE AMOUNT OF "REFUNDS" GIVEN TO STUDENTS IS REPRESENTED ON THE SCHEDULE FOR FINANCIAL AID TO FOREIGN INDIVIDUALS OF THAT REGION. |
| PART IV, LINES 3, 4, AND 5: | THE ORGANIZATION HAS OWNERSHIP INTERESTS IN CERTAIN FOREIGN CORPORATIONS AND PARTNERSHIPS, HOWEVER, NO OWNERSHIP INTERESTS EXCEEDED THE THRESHOLD FOR REQUIRING THE FILING OF FORMS 5471, 8621 OR 8865. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SCHOLARSHIP DINNER | Event1Nm |
| Gross Receipts Event1 | $60,105 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $57,735 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,370 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $442 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $8,458 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $140 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $974 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF CLASSIC | Event2Nm |
| Gross Receipts Event2 | $129,211 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $79,245 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $49,966 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $482 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $18,830 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $19,627 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,419 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $189,316 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $136,980 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $52,336 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $924 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,830 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $28,085 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $140 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,393 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,372 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,036 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| INSTITUTIONAL & FEDERAL AID | 829 | $17,781,201 |
| STUDENT AID EXPENSE | 87 | $127,794 |
| EMERGENCY GRANTS TO STUDENTS | 1084 | $2,004,060 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE OFFICE OF STUDENT FINANCIAL SERVICES ADMINISTERS, RECONCILES, AND REPORTS ALL AID TO STUDENTS IN ACCORDANCE WITH GRANT AGENCY PROCEDURES. FUNDS ARE VERIFIED, REVIEWED, AND RECONCILED TO ENSURE APPROPRIATE RECORDING. |
| PART III, EMERGENCY GRANTS TO STUDENTS: | EMERGENCY GRANTS TO STUDENTS REPRESENTS THE HIGHER EDUCATION RELIEF FUNDING PROVIDED BY THE CARES ACT FOR DIRECT DISTRIBUTION TO STUDENTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ELIZABETH MEADE | ||||||||||||||
| PRESIDENT | $292,419 | $0 | $0 | $0 | $8,332 | $0 | $33,136 | $0 | $58,174 | $0 | $392,061 | $0 | $0 | $0 |
| AUDRA KAHR | ||||||||||||||
| CFO/COO/TREASURER | $176,585 | $0 | $0 | $0 | $3,385 | $0 | $11,126 | $0 | $11,736 | $0 | $202,832 | $0 | $0 | $0 |
| ROBERT WILSON | ||||||||||||||
| PROVOST | $141,249 | $0 | $0 | $0 | $7,048 | $0 | $8,666 | $0 | $8,878 | $0 | $165,841 | $0 | $0 | $0 |
| VALERIE DOWNING | ||||||||||||||
| VP INSTITUTIONAL ADVANCEMENT | $137,087 | $0 | $0 | $0 | $2,629 | $0 | $8,333 | $0 | $17,581 | $0 | $165,630 | $0 | $0 | $0 |
| WENDY ROBB | ||||||||||||||
| DEAN OF THE SCHOOL OF NURSING | $116,833 | $0 | $0 | $0 | $23,497 | $0 | $7,541 | $0 | $11,436 | $0 | $159,307 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE COLLEGE PRESIDENT IS REQUIRED, AS A CONDITION OF EMPLOYMENT, TO LIVE AT THE COLLEGE'S PRESIDENTIAL RESIDENCE. THIS BENEFIT WAS NOT INCLUDED IN TAXABLE COMPENSATION AS IT MET THE REQUIREMENTS FOR EXCLUSION UNDER INTERNAL REVENUE CODE SECTION 119(D): IT WAS REQUIRED AS A CONDITION OF EMPLOYMENT, FOR THE CONVENIENCE OF THE EMPLOYER, AND ON OR NEAR THE CAMPUS. THE COLLEGE PROVIDES COUNTRY CLUB DUES AND RESIDENCE AID FOR THE COLLEGE PRESIDENT. THESE AMOUNTS ARE INCLUDED IN TAXABLE COMPENSATION. |
| PART I, LINE 7 | THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES RECOMMENDS THE PRESIDENT'S BONUS TO THE FULL BOARD FOR APPROVAL. THE BONUS IS AWARDED BASED ON METRICS THAT NEEDED TO BE ACHIEVED DURING THE YEAR WHICH IS BEING EVALUATED. BONUSES FOR SENIOR OFFICERS ARE DETERMINED BY THE PRESIDENT BASED UPON PERFORMANCE TO ESTABLISHED GOALS IDENTIFIED AT THE BEGINNING OF THE YEAR. EACH CABINET MEMBER'S PERFORMANCE IS EVALUATED AND DOCUMENTED VIA THE PERFORMANCE APPRAISAL PROCESS AND THE ALLOCATION OF BONUSES UPON AVAILABLE RESOURCES. NO BONUSES WERE AWARDED DURING THE YEAR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MUNICIPAL AUTHORITY OF CUMRU | |||||||
| A | 236000288 | 2014-12-16 | $10,741,394 | FINANCE THE REFUNDING OF A PORTION OF THE 2006 LCGPA REVENUE BOND | 0 | 0 | 0 |
| MUNICIPAL AUTHORITY OF CUMRU | |||||||
| B | 236000288 | 2015-06-10 | $8,815,494 | FINANCE REFUNDING OF A PORTION OF THE 2006, 2007 & 2009 LCGPA REVENUE BONDS | 0 | 0 | 0 |
| MUNICIPAL AUTHORITY OF CUMRU | |||||||
| C | 236000288 | 2017-11-21 | $5,200,000 | FINANCE RENOVATIONS IN STEINBRIGHT AND TCC STUDENT UNION BULIDING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,090,000 | $10,741,394 | $102,510 | $10,638,884 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $2,480,000 | $8,815,494 | $83,224 | $8,732,270 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| C | $950,000 | $5,200,000 | $72,876 | 2019 | 0 | 0 | Yes (1) | Yes (1) | $5,127,124 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 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 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: MUNICIPAL AUTHORITY OF CUMRU DATE THE REBATE COMPUTATION WAS PERFORMED: 01/01/2018 | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $23,000 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $194,496 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SUPPLIES | 3 | $8,182 | COST |
| Yes (X) | SPECIAL EVENT PRIZE | 1 | $200 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE FOLLOWING: THE CHAIRPERSON OF THE BOARD, VICE CHAIRPERSON OF THE BOARD, PRESIDENT OF THE COLLEGE, PRESIDENT OF THE ALUMNAE ASSOCIATION, AND CHAIRS OF THE FOLLOWING COMMITTEES: ACADEMIC AFFAIRS, ADVANCEMENT, AUDIT, ENROLLMENT AND STUDENT AFFAIRS, AND FINANCE AND ENDOWMENT. IN ADDITION, THE CHAIRPERSON OF THE BOARD MAY APPOINT UP TO TWO AD HOC MEMBERS TO SERVE ON THE EXECUTIVE COMMITTEE. THE CHAIRPERSON MAY INVITE OTHER BOARD MEMBERS TO ATTEND EXECUTIVE COMMITTEE MEETINGS AS NEEDED WHEN RELEVANT EXPERTISE IS REQUIRED. THE CHAIRPERSON OF THE BOARD SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL POSSESS AND EXERCISE ALL EXECUTIVE AND SUPERVISORY POWERS OF THE BOARD OF TRUSTEES IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD, SUBJECT, HOWEVER, TO THE REGULATIONS, INSTRUCTIONS AND AUTHORIZATIONS AS MAY FROM TIME TO TIME BE MADE AND GIVEN BY THE BOARD. MEETINGS MAY BE CONVENED TO SET THE AGENDA FOR THE COMING ACADEMIC YEAR OR TO ADVISE THE PRESIDENT AND BOARD CHAIR. SPECIAL MEETINGS MAY BE CALLED BY THE CHAIRPERSON OF THE BOARD OR UPON THE REQUEST OF ANY TWO MEMBERS OF THE EXECUTIVE COMMITTEE. AT LEAST THREE (3) DAYS NOTICE OF THE CONVENING OF A SPECIAL MEETING OF THE EXECUTIVE COMMITTEE SHALL BE GIVEN BY THE SECRETARY, EXCEPT IN CASES OF EXTREME EMERGENCY. MINUTES OF THE PROCEEDINGS OF THE EXECUTIVE COMMITTEE AND A REPORT OF ITS ACTIONS SHALL BE DISTRIBUTED BY THE SECRETARY TO TRUSTEE MEMBERS IN ADVANCE OF THE NEXT CONVENED MEETING OF THE BOARD AND ACCORDING TO ESTABLISHED PROCEDURES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CONTROLLER COORDINATES THE PREPARATION OF THE FORM 990 BY THE COLLEGE'S ACCOUNTING FIRM. THE FORM IN ITS ENTIRETY IS REVIEWED BY THE CHIEF FINANCIAL OFFICER/TREASURER. A DRAFT OF THE FULL FORM 990 IS PROVIDED TO MEMBERS OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND REVIEWED BY THE AUDIT COMMITTEE AT A MEETING WITH BAKER TILLY, THE INDEPENDENT AUDITORS OF THE COLLEGE. FOLLOWING THAT REVIEW, THE FULL DISCLOSURE COPY OF FORM 990 IS PROVIDED TO EACH TRUSTEE OF THE COLLEGE PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF TRUSTEES AND MEMBERS OF COMMITTEES THEREOF, INCLUDING OFFICERS AND KEY EMPLOYEES, ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE CONFLICT OF INTEREST STATEMENTS ARE MAINTAINED AND MONITORED WITHIN THE OFFICE OF THE PRESIDENT AT THE COLLEGE. IN ADDITION, THE CABINET MUST SIGN THE COLLEGE'S STAFF HANDBOOK ANNUALLY THAT DEALS WITH CONFLICT OF INTEREST AS A MATTER OF POLICY. THE SIGNED DOCUMENT IS STORED WITHIN THE HR DEPARTMENT. POTENTIAL CONFLICTS IDENTIFIED ARE PRESENTED TO THE CHAIR OF THE BOARD OF TRUSTEES WHO CONSULTS WITH THE PRESIDENT AND THE CHIEF FINANCIAL OFFICER AT THE COLLEGE WHO REVIEWS THE INFORMATION PROVIDED. ADDITIONAL INFORMATION IS REQUESTED WHEN NECESSARY. ALL NEW TRUSTEES ARE EVALUATED BY THE FULL BOARD OF TRUSTEES, THE PRESIDENT AND THE CFO FOR POTENTIAL CONFLICTS. ANY IDENTIFIED CONFLICTS ARE ADDRESSED IMMEDIATELY. BOARD MEMBERS WILL ABSTAIN FROM VOTING ON SUCH MATTERS IN WHICH THEY HAVE IDENTIFIED A CONFLICT. THE POLICY EXPRESSLY STATES THAT FAMILY AND BUSINESS RELATIONSHIPS MAY BE SOURCES OF POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR THE PRESIDENT WAS SET IN 2017 AFTER AN INDEPENDENT CONSULTANT, AGB-CES, CONDUCTED A COMPENSATION STUDY, INCLUDING A REVIEW OF PEER INSTITUTIONS. THE REPORT WAS UTILIZED BY THE TRUSTEE COMPENSATION COMMITTEE IN SETTING THE SALARY FOR THE PRESIDENT. IN 2018, THE COLLEGE APPOINTED DR. ELIZABETH MEADE AS PRESIDENT WITH A 5 YEAR CONTRACT. COMPENSATION OF THE SR. OFFICERS/CABINET IS CALCULATED BY BENCHMARKING THE SALARIES OF THOSE SIMILAR POSITIONS WITHIN OUR GROUP OF PEERS AND CURRENT PAY SCALES. THE COLLEGE USES SEVERAL COMPENSATION TOOLS TO APPROPRIATELY BENCHMARK THESE SALARIES, SUCH AS CUPA, PAYSCALE, AND SALARIES.COM. THE SALARY COMPARISON IS PERFORMED BY THE HUMAN RESOURCES OFFICE AND PROVIDED TO THE PRESIDENT. THE PRESIDENT REVIEWS THE INFORMATION AND THE COMPENSATION IS DETERMINED. THE COMPENSATION POLICY IS DOCUMENTED IN THE BOARD AND COMMITTEE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING VEHICLES: DUN & BRADSTREET; BLOOMBERG MUNICIPAL REPOSITORY AND FT INTERACTIVE DATA ATTN: NRMSIR. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUATION OF SPLIT-INTEREST AGREEMENTS -490,681. RECOVERY OF COSTS 169,596. |