LA SALLE UNIVERSITY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LA SALLE UNIVERSITY (EIN 23-1352654)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-04-17
- IRS object ID
- 202331079349301223
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-17T10:55:37-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 231352654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA SALLE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LASA | BusinessNameControlTxt |
| Phone | 2159511000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST OLNEY AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19141 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL J ALLEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2159511000 | 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 | DANIEL | PersonFirstNm |
| Person Last | ALLEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | 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 | DANIEL J ALLEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST OLNEY AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $163,530,124 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LASALLE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1863 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES A HIGHER EDUCATION IN GENERAL AND SPECIALIZED STUDIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 1478 | TotalEmployeeCnt |
| Total Volunteers | 39 | TotalVolunteersCnt |
| Total Gross UBI | $104,459 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $61,628 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,637,736 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,522,754 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $117,168,989 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $107,107,470 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,546,081 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,142,723 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,214,364 | PYOtherRevenueAmt |
| CY Other Revenue | $2,842,192 | CYOtherRevenueAmt |
| PY Total Revenue | $143,567,170 | PYTotalRevenueAmt |
| CY Total Revenue | $140,615,139 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $42,889,450 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $42,906,100 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $58,926,298 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $58,513,332 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,437,250 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $38,308,373 | PYOtherExpensesAmt |
| CY Other Expenses | $41,330,444 | CYOtherExpensesAmt |
| PY Total Expenses | $140,124,121 | PYTotalExpensesAmt |
| CY Total Expenses | $142,749,876 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,443,049 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,134,737 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $288,689,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $272,515,762 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $160,291,982 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $159,699,805 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $128,397,264 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $112,815,957 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O FOR COMPLETE MISSION STATEMENT.LA SALLE IS A LASALLIAN CATHOLIC UNIVERSITY COMMITTED TO THE PRINCIPLE THAT ALL KNOWLEDGE IS PRACTICAL AND EMPOWERING, FILLED WITH THE CAPACITY TO TRANSFORM LIVES. ANCHORED IN THE LIVING TRADITION OF THE BROTHERS OF THE CHRISTIAN SCHOOLS AND IN ASSOCIATION WITH A DIVERSE AND INCLUSIVE LEARNING COMMUNITY, OUR MISSION IS TO EDUCATE THE WHOLE PERSON BY FOSTERING A RIGOROUS FREE SEARCH FOR TRUTH. LA SALLE, IN AFFIRMING THE VALUE OF BOTH LIBERAL ARTS AND PROFESSIONAL STUDIES, PREPARES STUDENTS FOR THE LIFELONG PURSUIT AND EXPLORATION OF WISDOM, KNOWLEDGE, AND FAITH THAT LEAD TO ENGAGED AND FULFILLING LIVES MARKED BY A COMMITMENT TO THE COMMON GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $90,556,811 | ExpenseAmt |
| Grant | $42,906,100 | GrantAmt |
| Revenue | $97,641,644 | RevenueAmt |
| Desc | INSTRUCTION - THE UNIVERSITY PROVIDED EDUCATION TO 4,043 AND 3,841 ENROLLED STUDENTS IN UNDERGRADUATE, GRADUATE AND DOCTORAL PROGRAMS IN THE FALL AND SPRING SEMESTERS RESPECTIVELY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,007,578 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,959,506 | RevenueAmt |
| Desc | STUDENT AND COMMUNITY SERVICES - THE UNIVERSITY PROVIDED COUNSELING, INTERCOLLEGIATE ACTIVITIES, HEALTH-ADVISING, STUDENT GOVERNING AND OTHER STUDENT LIFE SERVICES FOR ALL STUDENTS. THE UNIVERSITY PROVIDES SERVICES TO THE GREATER PHILADELPHIA COMMUNITY THROUGH OUR NON-PROFIT DEVELOPMENT CENTER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,055,695 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,506,320 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES - THE UNIVERSITY PROVIDED HOUSING, BOOKSTORE AND DINING SERVICES. THE UNIVERSITY PROVIDED ROOMS TO 983 STUDENTS AND MEALS TO 1,036 STUDENTS PER SEMESTER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $120,620,084 | 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 | 0 | 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 | 0 | 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 | 0 | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5309 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1478 | 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 | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | 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 | DANIEL J ALLEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2159913748 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST OLNEY AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19141 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| COLLEEN HANYCZ PHD | ||||||||
| PRESIDENT TO JUN 2021 | 40.00 | 0.00 | Yes (X) | Yes (X) | $622,545 | $0 | $35,777 | |
| ASHLEY HOWARD | ||||||||
| HD COACH MENS BASKETBALL TO MAR 22 | 40.00 | 0.00 | $487,226 | $0 | $42,502 | Yes (X) | ||
| TIMOTHY O'SHAUGHNESSY | ||||||||
| INTERIM PRES JUL 2021 TO APR 2022 | 40.00 | 0.00 | Yes (X) | Yes (X) | $416,584 | $0 | $22,964 | |
| STEPHANIE PRICKEN | ||||||||
| VP FIN & ADMIN,TREASURER TO JAN 2022 | 40.00 | 0.00 | Yes (X) | $403,206 | $0 | $33,529 | ||
| ANGELA POLEC EDD | ||||||||
| VP OF ENROLLMENT MGT MARKETING & COM | 40.00 | 0.00 | Yes (X) | $233,942 | $0 | $36,070 | ||
| BRIAN BAPTISTE | ||||||||
| ATHLETIC DIRECTOR | 40.00 | 0.00 | $225,337 | $0 | $34,001 | Yes (X) | ||
| SEAN L CORGAN ESQ | ||||||||
| VP GENERAL COUNSEL, SECRETARY | 40.00 | 0.00 | Yes (X) | $219,972 | $0 | $28,064 | ||
| YUSUF UGRAS | ||||||||
| PROFESSOR | 40.00 | 0.00 | $211,613 | $0 | $33,137 | Yes (X) | ||
| MADJID TAVANA | ||||||||
| PROFESSOR | 40.00 | 0.00 | $218,273 | $0 | $24,806 | Yes (X) | ||
| DANIEL JOYCE | ||||||||
| VP, UNIVERSITY ADVANCEMENT | 40.00 | 0.00 | Yes (X) | $194,419 | $0 | $33,583 | ||
| MOUNTAIN MACGILLIVRAY | ||||||||
| HEAD COACH WOMEN'S BASKETBALL | 40.00 | 0.00 | $193,055 | $0 | $33,221 | Yes (X) | ||
| KRISTIN HEASLEY | ||||||||
| VICE PRESIDENT HUMAN RESOURCES | 40.00 | 0.00 | Yes (X) | $192,831 | $0 | $21,446 | ||
| EDWARD J SHEEHY FSC PHD | ||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | Yes (X) | $45,443 | $0 | $8,353 | |
| DANIEL J ALLEN PHD | ||||||||
| PRESIDENT AS OF APRIL 2022 | 40.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM W MATTHEWS III ESQ | ||||||||
| CHAIR OF THE BOARD | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARGARET A KANE | ||||||||
| VICE CHAIR OF THE BOARD | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMYLYNN FLOOD CPA | ||||||||
| VICE CHAIR OF THE BOARD | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE BERRAN | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH BREWER | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REGINALD M BROWNE | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES L BUTLER FSC | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT T COTTONE | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK CURRAN FSC PHD | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN K DEGNAN | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER DIBATTISTE MD | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN K DUGAN CPA | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES T DURKIN | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP WJ FISHER | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BROTHER TIMOTHY FROEHLICH FSC | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BROTHER THOMAS GERROW FSC | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN S GRADY | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT F GRAHAM | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HALLOWELL | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELMER F HANSEN III | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KANE FSC EDD | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK A LAFOND | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS LEE FSC | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS A LEONARD | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W LIPTAK | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOANN M MAGNATTA | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BROTHER WILLIAM MANN FSC | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA MASSANOVA | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LA VONNE NEAL PHD | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN F O'DONNELL | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BROTHER MICHAEL W OHERN FSC | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELAINE PANG | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN REILLY | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL S ROBINS PHD | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM R SASSO ESQ | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BROTHER ROBERT SCHAEFER FSC | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH SPIRES | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EILEEN THANNER | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH TRUITT | ||||||||
| INDIVIDUAL TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,664,446 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $387,453 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 86 | 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 |
|---|---|---|---|---|---|
| ACADEMIC PARTNERSHIPS LLC | |||||
| PO BOX 133147 | DALLAS | TX | 75313 | ONLINE MARKETING SERVICES | $2,727,706 |
| SOUTHEAST SERVICE CORPORATION | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | JANITORIAL SERVICES | $1,425,259 |
| SECURITAS SECURITY SERVICES USA INC | |||||
| 9 CAMPUS DRIVE | PARSIPPANY | NJ | 07054 | SECURITY SERVICES | $1,181,992 |
| PHILADELPHIA PROTECTION BUREAU INC | |||||
| 197 PHILLIPS ROAD | EXTON | PA | 19341 | LOCK AND SECURITY SYSTEMS | $1,043,376 |
| AB&C PHILADELPHIA LLC | |||||
| PO BOX 672 | WILMINGTON | DE | 19899 | ONLINE MARKETING SERVICES | $854,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 38 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $416,624 | FundraisingAmt |
| Government Grants | $13,511,553 | GovernmentGrantsAmt |
| All Other Contributions | $5,594,577 | AllOtherContributionsAmt |
| Noncash Contributions | $249,335 | NoncashContributionsAmt |
| Total Contributions | $19,522,754 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $97,641,644 | $97,641,644 |
| RESIDENCE HALLS | 611310 | $7,472,574 | $7,472,574 |
| ACADEMIC RELATED REVENUE | 611310 | $1,959,506 | $1,959,506 |
| CAMPUS STORE | 611310 | $33,746 | $33,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $107,107,470 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,387,625 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,366 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,383,259 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,918 | TotalRevenueColumnAmt |
| Exclusion | $33,918 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,187,309 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $735,920 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $451,389 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $451,389 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $44,578 | UnrelatedBusinessRevenueAmt |
| Exclusion | $406,811 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,979,809 | SecuritiesAmt |
| Other | $4,784,514 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,523,652 | SecuritiesAmt |
| Other | $1,485,573 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $456,157 | SecuritiesAmt |
| Other | $3,298,941 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,755,098 | TotalRevenueColumnAmt |
| Exclusion | $3,755,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $148,669 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $416,624 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $169,840 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$21,171 | TotalRevenueColumnAmt |
| Exclusion | -$21,171 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE AND OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,378,056 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $55,515 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,322,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,378,056 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $140,615,139 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $107,107,470 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $104,459 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,880,456 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,906,100 | TotalAmt |
| Program Services | $42,906,100 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,590,443 | TotalAmt |
| Program Services | $270,012 | ProgramServicesAmt |
| Management And General | $2,206,429 | ManagementAndGeneralAmt |
| Fundraising | $114,002 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,213,917 | TotalAmt |
| Program Services | $39,802,222 | ProgramServicesAmt |
| Management And General | $5,563,386 | ManagementAndGeneralAmt |
| Fundraising | $848,309 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,792 | TotalAmt |
| Program Services | $410,358 | ProgramServicesAmt |
| Management And General | $71,289 | ManagementAndGeneralAmt |
| Fundraising | $8,145 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,831,088 | TotalAmt |
| Program Services | $4,845,881 | ProgramServicesAmt |
| Management And General | $885,168 | ManagementAndGeneralAmt |
| Fundraising | $100,039 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,388,092 | TotalAmt |
| Program Services | $2,739,495 | ProgramServicesAmt |
| Management And General | $583,902 | ManagementAndGeneralAmt |
| Fundraising | $64,695 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,148 | TotalAmt |
| Program Services | $14,685 | ProgramServicesAmt |
| Management And General | $91,463 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,665 | TotalAmt |
| Management And General | $91,665 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,236 | TotalAmt |
| Management And General | $305,236 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,633,104 | TotalAmt |
| Program Services | $1,760,119 | ProgramServicesAmt |
| Management And General | $2,849,517 | ManagementAndGeneralAmt |
| Fundraising | $23,468 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,631,064 | TotalAmt |
| Program Services | $562,598 | ProgramServicesAmt |
| Management And General | $1,068,466 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,234,623 | TotalAmt |
| Program Services | $1,857,266 | ProgramServicesAmt |
| Management And General | $229,685 | ManagementAndGeneralAmt |
| Fundraising | $147,672 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,633,485 | TotalAmt |
| Program Services | $2,366,519 | ProgramServicesAmt |
| Management And General | $188,737 | ManagementAndGeneralAmt |
| Fundraising | $78,229 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,439,992 | TotalAmt |
| Program Services | $1,334,570 | ProgramServicesAmt |
| Management And General | $105,422 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,489,706 | TotalAmt |
| Program Services | $1,336,523 | ProgramServicesAmt |
| Management And General | $142,580 | ManagementAndGeneralAmt |
| Fundraising | $10,603 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,134 | TotalAmt |
| Program Services | $470,580 | ProgramServicesAmt |
| Management And General | $182,101 | ManagementAndGeneralAmt |
| Fundraising | $29,453 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,507,719 | TotalAmt |
| Program Services | $5,008,592 | ProgramServicesAmt |
| Management And General | $499,127 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,614,539 | TotalAmt |
| Program Services | $6,945,446 | ProgramServicesAmt |
| Management And General | $669,093 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,900,669 | TotalAmt |
| Program Services | $202,656 | ProgramServicesAmt |
| Management And General | $1,698,013 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $2,676,854 | $2,676,854 | ||
| BOOKS AND SUBSCRIPTIONS | $703,569 | $696,389 | $7,180 | |
| EQUIPMENT RENTAL | $595,128 | $524,936 | $57,557 | $12,635 |
| BAD DEBT EXPENSE | $263,975 | $263,975 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,820,834 | TotalAmt |
| Program Services | $3,888,283 | ProgramServicesAmt |
| Management And General | $2,932,551 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,749,876 | TotalAmt |
| Program Services | $120,620,084 | ProgramServicesAmt |
| Management And General | $20,692,542 | ManagementAndGeneralAmt |
| Fundraising | $1,437,250 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,655 | BOYAmt |
| EOY | $7,038 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,679,765 | BOYAmt |
| EOY | $20,148,847 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,191,878 | BOYAmt |
| EOY | $2,164,548 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,186,593 | BOYAmt |
| EOY | $5,852,397 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,695,918 | BOYAmt |
| EOY | $1,858,876 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,907 | BOYAmt |
| EOY | $67,337 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,083,340 | BOYAmt |
| EOY | $2,245,304 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $313,538,156 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $170,461,340 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,090,693 | BOYAmt |
| EOY | $143,076,816 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,602,824 | BOYAmt |
| EOY | $89,031,105 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,465,002 | BOYAmt |
| EOY | $2,442,925 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,635,671 | BOYAmt |
| EOY | $5,620,569 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,689,246 | BOYAmt |
| EOY | $272,515,762 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,077,997 | BOYAmt |
| EOY | $12,604,430 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,484,505 | BOYAmt |
| EOY | $8,638,056 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,653,930 | BOYAmt |
| EOY | $125,232,038 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,075,550 | BOYAmt |
| EOY | $13,225,281 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,291,982 | BOYAmt |
| EOY | $159,699,805 | 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 | $63,406,167 | BOYAmt |
| EOY | $52,345,806 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,991,097 | BOYAmt |
| EOY | $60,470,151 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,397,264 | BOYAmt |
| EOY | $112,815,957 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,689,246 | BOYAmt |
| EOY | $272,515,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,134,737 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$13,446,570 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,645,875 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,526,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,589,856 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,637,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,522,754 | CurrentTaxYearAmt |
| Total | $70,922,954 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,645,875 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,526,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,589,856 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,637,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,522,754 | CurrentTaxYearAmt |
| Total | $70,922,954 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $70,922,954 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,644,521 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,814,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,774,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,926,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,559,908 | CurrentTaxYearAmt |
| Total | $26,720,103 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $56,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,459 | CurrentTaxYearAmt |
| Total | $260,370 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,682,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,166,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,178,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,487,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,322,541 | CurrentTaxYearAmt |
| Total | $12,836,753 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $110,740,180 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $634,478,581 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | ADMINISTRATIVE OTHER REVENUE - 2017 AMOUNT: $ 2,682,015. 2018 AMOUNT: $ 3,166,546. 2019 AMOUNT: $ 3,178,522. 2020 AMOUNT: $ 1,487,129. 2021 AMOUNT: $ 2,322,541. | ExplanationTxt |
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) |
|---|---|---|
| Revenues Included | $4,103 | RevenuesIncludedAmt |
| Assets Included | $4,209,843 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,640,008 | BeginningYearBalanceAmt |
| Contributions | $654,110 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,833,616 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,044,756 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,049,098 | OtherExpendituresAmt |
| End Year Balance | $83,366,648 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,002,231 | BeginningYearBalanceAmt |
| Contributions | $813,222 | ContributionsAmt |
| Investment Earnings Or Losses | $15,818,915 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $658,006 | GrantsOrScholarshipsAmt |
| Other Expenditures | $336,354 | OtherExpendituresAmt |
| End Year Balance | $95,640,008 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,311,293 | BeginningYearBalanceAmt |
| Contributions | $1,260,569 | ContributionsAmt |
| Investment Earnings Or Losses | $5,533,488 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $714,474 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,388,645 | OtherExpendituresAmt |
| End Year Balance | $80,002,231 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,073,509 | BeginningYearBalanceAmt |
| Contributions | $911,232 | ContributionsAmt |
| Investment Earnings Or Losses | $1,520,385 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $837,711 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,356,122 | OtherExpendituresAmt |
| End Year Balance | $80,311,293 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,131,784 | BeginningYearBalanceAmt |
| Contributions | $1,423,512 | ContributionsAmt |
| Investment Earnings Or Losses | $5,267,733 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,070,193 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,679,327 | OtherExpendituresAmt |
| End Year Balance | $85,073,509 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38256 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.61744 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $17,037,653 | OtherCostOrOtherBasisAmt |
| Book Value | $17,037,653 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $243,382,403 | OtherCostOrOtherBasisAmt |
| Depreciation | $134,376,233 | DepreciationAmt |
| Book Value | $109,006,170 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,480,340 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,367,672 | DepreciationAmt |
| Book Value | $3,112,668 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,790,134 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,324,987 | DepreciationAmt |
| Book Value | $13,465,147 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,847,626 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,392,448 | DepreciationAmt |
| Book Value | $455,178 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $143,076,816 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILITIES | $9,737,944 |
| ADV FROM FED GOV FOR STUDENT LOANS | $3,487,337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,225,281 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $91,001,005 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$13,446,570 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $36,112 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$13,410,458 | RevenueNotReportedAmt |
| Revenue Subtotal | $104,411,463 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $305,236 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $35,898,440 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $36,203,676 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $140,615,139 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $106,582,312 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $36,112 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $905,760 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $941,872 | ExpensesNotReportedAmt |
| Expenses Subtotal | $105,640,440 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $305,236 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $36,804,200 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $37,109,436 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $142,749,876 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE LA SALLE UNIVERSITY ART MUSEUM PROVIDES AN EDUCATIONAL RESOURCE FOR LA SALLE STUDENTS, ESPECIALLY THOSE MAJORING IN ART HISTORY, AS WELL AS FOR THE COMMUNITIES IN THE SURROUNDING AREAS. THE MISSION OF THE MUSEUM IS TO FURTHER THE UNIVERSITY'S LASALLIAN EDUCATIONAL OBJECTIVES BY HELPING STUDENTS, OTHER MEMBERS OF THE UNIVERSITY COMMUNITY, AND THE GENERAL PUBLIC TO EXPERIENCE ART IN AN INTIMATE SETTING AND TO PLACE THEM IN MEANINGFUL CONTEXTS. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 150 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE UNIVERSITY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR UP TO 5% OF ITS FUNDS BASED ON A TRAILING 12 QUARTER AVERAGE ENDOWMENT MARKET VALUE. THE UNIVERSITY, OVER THE LONG TERM, EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO CONTINUE TO GROW. THIS IS CONSISTENT WITH THE UNIVERSITY'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ITS ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. |
| PART X, LINE 2: | THE UNIVERSITY HAS BEEN GRANTED TAX-EXEMPT STATUS AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY IF THE UNIVERSITY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY, AND HAS CONCLUDED THAT AS OF MAY 31, 2022 AND 2021, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 36,804,200. DIRECT RENTAL EXPENSES -735,920. DIRECT FUNDRAISING EVENT EXPENSES -169,840. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT RENTAL EXPENSES 735,920. DIRECT FUNDRAISING EVENT EXPENSES 169,840. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 36,804,200. |
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 | 0 | 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 | LA SALLE UNIVERSITY PUBLISHES, ON THE HOME LANDING PAGE, A LINK TO THE TITLE IX PAGE WHICH CONTAINS THE UNIVERSITY'S NONDISCRIMINATORY POLICY. |
| SCHEDULE E, PART I, LINE 6 | LA SALLE UNIVERSITY RECEIVES FINANCIAL AID/ASSISTANCE FROM VARIOUS FEDERAL (U.S. DEPARTMENT OF EDUCATION) AND STATE (COMMONWEALTH OF PENNSYLVANIA) GOVERNMENTAL AGENCIES INCLUDING: COLLEGE WORK STUDY PROGRAMS AND THE PELL GRANT PROGRAM. THE FEDERAL PERKINS LOAN PROGRAM EXPIRED ON SEPTEMBER 30, 2017, THE UNIVERSITY CONTINUES TO SERVICE THE OUTSTANDING LOANS AND REMIT THE FEDERAL SHARE TO THE DEPARTMENT OF EDUCATION. |
Schedule F IRS990ScheduleF
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 | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $74,992 | 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 | $74,992 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $74,992 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | ACCRUAL |
| PART III ACCOUNTING METHOD: | |
| PART IV, LINE 3: | AS PART OF THE UNIVERSITY'S INVESTMENT PORTFOLIO THERE MAY BE DIRECT OR INDIRECT OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS, PASSIVE FOREIGN INVESTMENT COMPANIES (PFIC), AND FOREIGN PARTNERSHIPS. THE UNIVERSITY'S INTERESTS DO NOT INCLUDE ACTIVITY OR AN OWNERSHIP INTEREST THAT REQUIRES THE FILING OF FORM 926, FORM 5471, FORM 8621, OR FORM 8865 IN THIS FISCAL YEAR. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PRESIDENT'S CUP GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $195,729 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $116,050 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $79,679 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $18,412 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $21,585 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $26,403 | OtherDirectExpensesEvent1Amt |
| Event2 | RAFTERY GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $103,472 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $79,142 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $24,330 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $21,961 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $5,592 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,764 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $266,092 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $221,432 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $44,660 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $10,198 | RentFcltyCostsOtherEventsAmt |
| Entertainment Other Events | $60,819 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,106 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $565,293 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $416,624 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $148,669 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $50,571 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $87,996 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,273 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $169,840 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$21,171 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| MERIT SCHOLARSHIPS & NEED-BASED | 2552 | $36,804,200 | $0 |
| CARES ACT STUDENT EMERGENCY GRANT | 4055 | $6,101,900 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS AND GRANTS FOR STUDENTS ARE APPLIED DIRECTLY TO A STUDENT'S UNIVERSITY ACCOUNT AND APPLIED TO TUITION, FEES, ROOM AND BOARD. ALL FINANCIAL AID IS SUBJECT TO REVISION BASED ON AVAILABILITY, CHANGES IN FAMILY CONTRIBUTION, HOUSING STATUS, AND/OR CREDIT LOAD. SATISFACTORY ACADEMIC PROGRESS MUST BE MAINTAINED ACCORDING TO STANDARDS PRESCRIBED BY THE UNIVERSITY. ANNUAL RENEWAL OF FINANCIAL AID IS CONTINUOUS IF INSTITUTIONAL FINANCIAL NEED REMAINS, ALL REQUIRED DOCUMENTS ARE COMPLETED BY THE PUBLISHED DEADLINE AND SATISFACTORY ACADEMIC PROGRESS IS MAINTAINED CONSISTENT WITH THE UNIVERSITY'S POLICY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COLLEEN HANYCZ PHD | ||||||||||||||
| PRESIDENT TO JUN 2021 | $612,989 | $0 | $0 | $0 | $9,556 | $0 | $2,924 | $0 | $32,853 | $0 | $658,322 | $0 | $0 | $0 |
| ASHLEY HOWARD | ||||||||||||||
| HD COACH MENS BASKETBALL TO MAR 22 | $475,272 | $0 | $0 | $0 | $11,954 | $0 | $4,833 | $0 | $37,669 | $0 | $529,728 | $0 | $0 | $0 |
| TIMOTHY O'SHAUGHNESSY | ||||||||||||||
| INTERIM PRES JUL 2021 TO APR 2022 | $416,584 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $22,964 | $0 | $439,548 | $0 | $0 | $0 |
| STEPHANIE PRICKEN | ||||||||||||||
| VP FIN & ADMIN,TREASURER TO JAN 2022 | $351,609 | $0 | $51,000 | $0 | $597 | $0 | $4,833 | $0 | $28,696 | $0 | $436,735 | $0 | $0 | $0 |
| ANGELA POLEC EDD | ||||||||||||||
| VP OF ENROLLMENT MGT MARKETING & COM | $232,942 | $0 | $1,000 | $0 | $0 | $0 | $4,128 | $0 | $31,942 | $0 | $270,012 | $0 | $0 | $0 |
| BRIAN BAPTISTE | ||||||||||||||
| ATHLETIC DIRECTOR | $222,737 | $0 | $2,000 | $0 | $600 | $0 | $2,667 | $0 | $31,334 | $0 | $259,338 | $0 | $0 | $0 |
| SEAN L CORGAN ESQ | ||||||||||||||
| VP GENERAL COUNSEL, SECRETARY | $219,972 | $0 | $0 | $0 | $0 | $0 | $3,907 | $0 | $24,157 | $0 | $248,036 | $0 | $0 | $0 |
| YUSUF UGRAS | ||||||||||||||
| PROFESSOR | $211,613 | $0 | $0 | $0 | $0 | $0 | $3,252 | $0 | $29,885 | $0 | $244,750 | $0 | $0 | $0 |
| MADJID TAVANA | ||||||||||||||
| PROFESSOR | $212,523 | $0 | $5,750 | $0 | $0 | $0 | $2,089 | $0 | $22,717 | $0 | $243,079 | $0 | $0 | $0 |
| DANIEL JOYCE | ||||||||||||||
| VP, UNIVERSITY ADVANCEMENT | $193,822 | $0 | $0 | $0 | $597 | $0 | $3,285 | $0 | $30,298 | $0 | $228,002 | $0 | $0 | $0 |
| MOUNTAIN MACGILLIVRAY | ||||||||||||||
| HEAD COACH WOMEN'S BASKETBALL | $185,584 | $0 | $0 | $0 | $7,471 | $0 | $3,168 | $0 | $30,053 | $0 | $226,276 | $0 | $0 | $0 |
| KRISTIN HEASLEY | ||||||||||||||
| VICE PRESIDENT HUMAN RESOURCES | $181,406 | $0 | $11,000 | $0 | $425 | $0 | $3,208 | $0 | $18,238 | $0 | $214,277 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | COLLEEN M. HANYCZ, PH.D., PRESIDENT - HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE LODGING IS A CONDITION OF EMPLOYMENT FURNISHED FOR THE CONVENIENCE OF THE UNIVERSITY. THE UNIVERSITY'S PRESIDENT PERFORMS A SIGNIFICANT PORTION OF HER DUTIES AS UNIVERSITY PRESIDENT AT THE RESIDENCE. LODGING IS INCLUDED IN THE PRESIDENT'S EMPLOYMENT CONTRACT. FOR CALENDAR YEAR 2021, THE HOUSING ALLOWANCE AMOUNT WAS $6,800. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (D). |
| PART I, LINE 7 | MADJID TAVANA'S REPORTED BONUS OF $5,750 IS FROM THE LINDBACK CHAIR AWARD, WHICH IS PRESENTED TO A NOMINATED FACULTY MEMBER WHOSE TEACHING IS CHARACTERIZED BY SUPERIOR KNOWLEDGE OF THE SUBJECT MATTER, VITALITY AND INSPIRATION IN ITS PRESENTATION IN CLASS, AND DEVOTION TO HELPING STUDENTS REALIZE THEIR POTENTIAL. ALL OTHER BONUSES WERE BASED ON EMPLOYEE RETENTION AGREEMENTS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 232243852 | 00070917R | 2012-09-12 | $94,975,000 | CONSTRUCTION/REFUND PRIOR ISSUE | 0 | 0 | 0 |
| PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT | ||||||||
| B | 232237287 | 00071781X | 2017-11-29 | $40,050,000 | CONSTRUCTION/REFUND PRIOR ISSUE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $14,055,000 | $8,020,431 | $102,024,659 | $1,320,189 | $22,859,478 | $77,844,992 | 2017 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| B | $1,920,000 | $43,878,079 | $564,030 | $5,508,905 | $37,805,144 | 2019 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | 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 | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0.02430 | 0.05870 | 0.08300 | 0 | Yes (1) | 0.06280 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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 | Yes (1) | 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/12/2015 |
| SCHEDULE K, PART I, LINE 3: | (A) ISSUER NAME: PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE PROCEEDS OF THE ISSUE IS $7,049,659 OF BOND PREMIUM. (B) ISSUER NAME: PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE PROCEEDS OF THE ISSUE IS $3,828,079 OF BOND PREMIUM. |
| SCHEDULE K, PART II, LINES 14 & 15: | (A) ISSUER NAME: PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY THE REFUNDED BONDS WERE ISSUED: SERIES 2003 BONDS ISSUED 10/1/2003; SERIES 2007B BONDS ISSUED 10/1/2007. (B) ISSUER NAME: PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT THE REFUNDED BONDS WERE ISSUED: SERIES 2007A BONDS ISSUED 10/1/2007; SERIES 2012 BONDS ISSUED 9/12/2012. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,103 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $245,232 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| 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 | FOR LINE 1 THE NUMBER OF ITEMS CONTRIBUTED IS REPORTED. FOR LINE 9, THE NUMBER OF CONTRIBUTORS IS REPORTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR AND VICE-CHAIRS OF THE BOARD, THE PRESIDENT, THE BROTHER VISITOR OF DENA, AND THE CHAIRS OF ALL THE RESPECTIVE STANDING COMMITTEES, ALL OF WHOM ARE MEMBERS OF THE GOVERNING BODY. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, WHEN THE BOARD IS NOT IN SESSION, ALL OF THE POWERS OF THE BOARD, EXCEPT FOR POWERS SPECIFICALLY RESERVED FOR THE BOARD. THE BYLAWS STATE THAT THE FOLLOWING POWERS SHALL BE EXERCISED ONLY BY THE BOARD, AND MAY NOT BE DELEGATED TO ANY COMMITTEE: (I) AMENDMENT OF THE ARTICLES OF INCORPORATION OR BY-LAWS OF THE UNIVERSITY; (II) THE PURCHASE, SALE, MORTGAGE, LEASE OR OTHER DISPOSAL OF THE UNIVERSITY'S REAL PROPERTY, PROVIDED THAT SUCH ACTION IS AUTHORIZED BY THE VOTE OF A MAJORITY OF THE TRUSTEES THEN IN OFFICE; (III) THE INCURRENCE OF ANY INDEBTEDNESS OR EXPENDITURE IN EXCESS OF FIVE HUNDRED THOUSAND DOLLARS ($500,000.00), EXCEPT AS OTHERWISE PERMITTED BY THE BYLAWS, PROVIDED THAT SUCH ACTION IS AUTHORIZED BY A VOTE OF A MAJORITY OF TRUSTEES ATTENDING A DULY CONVENED MEETING; (IV) THE AUTHORIZATION, ADOPTION, AND APPROVAL OF THE ANNUAL BUDGET OF THE UNIVERSITY; (V) APPROVAL OF THE UNIVERSITY'S MISSION STATEMENT AND ANY AMENDMENT THERETO; (VI) APPROVAL OF THE UNIVERSITY'S STRATEGIC PLAN AND ANY AMENDMENT THERETO; AND (VII) THE APPOINTMENT OF MEMBERS OF THE FACULTY TO THE RANK OF PROFESSOR AND THE ADMISSION OF MEMBERS OF THE FACULTY TO TENURE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, REVIEWED BY MANAGEMENT, AND PROVIDED TO THE UNIVERSITY'S BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS WRITTEN CONFLICT OF INTEREST POLICY. THE UNIVERSITY REQUIRES THAT ALL BOARD MEMBERS ANNUALLY SIGN A CONFLICT-OF-INTEREST STATEMENT. THIS STATEMENT PLACES THE RESPONSIBILITY OF EXPECTATION ON EACH MEMBER TO REFRAIN FROM ACTIONS USED AS A MEANS FOR HIS/HER PRIVATE BENEFIT OR INUREMENT. REGARDING THE UNIVERSITY'S STAFF AND EMPLOYEES, THERE IS ON-GOING TRAINING CONDUCTED BY VARIOUS DEPARTMENTS. THE INTENT OF THIS TRAINING IS TO HAVE EMPLOYEES UNDERSTAND AND EMBRACE THE "LA SALLIAN" VIRTUES AND CODES OF CONDUCT FOR ALL EMPLOYEES. THE CONFLICT OF INTEREST POLICY APPLIES TO MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, KEY EMPLOYEES, AND STAFF OF THE UNIVERSITY. IT IS ALSO INTENDED TO SERVE AS A GUIDE FOR ALL EMPLOYEES OF THE UNIVERSITY. DISCLOSURES BY BOARD MEMBERS ARE DIRECTED TO THE PRESIDENT OR TO THE BOARD. IF THE PRESIDENT OR THE BOARD DETERMINES THAT A CONFLICT EXISTS, THE PARTY WITH THE CONFLICT WILL NOT VOTE ON OR PARTICIPATE ON BEHALF OF THE UNIVERSITY IN THE ADMINISTRATION OF TRANSACTIONS WHERE THE CONFLICT EXISTS. ALL OTHER EMPLOYEES ARE TO DISCLOSE ANY CONFLICTS OR POTENTIAL CONFLICTS TO THE VICE PRESIDENT OF THEIR RESPECTIVE DIVISION. ANY SUCH DISCLOSURE SHOULD THEN BE FORWARDED TO HUMAN RESOURCES FOR INCLUSION IN THE EMPLOYEE'S PERSONNEL FILE. ANY PERSON UNSURE OF A CONFLICT MAY REQUEST AN OFFICER TO WEIGH IN ON THE MATTER TO ASCERTAIN WHETHER OR NOT A CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THERE IS A COMPENSATION SUBCOMMITTEE OF THE BOARD OF TRUSTEE CHARGED WITH REVIEWING THE COMPENSATION OF THE PRESIDENT AND CERTAIN SENIOR UNIVERSITY EXECUTIVES. THE BOARD HAS ENGAGED AN OUTSIDE CONSULTANT TO ADVISE ON EXECUTIVE COMPENSATION SINCE 2009. THIS CONSULTANT HAS BEEN A SPECIALIST IN REVIEWING NON-PROFIT EXECUTIVE COMPENSATION SINCE 1976. THE PROCESS UTILIZES CUSTOMIZED REGIONAL AND NATIONAL SALARY SURVEY DATA, COMPLIES WITH IRS AND OTHER REQUIREMENTS FOR INDEPENDENCE, ACCOUNTABILITY, DISCLOSURE, AND DOCUMENTATION. CONSEQUENTLY, OUR EXECUTIVES ARE COMPENSATED COMPETITIVELY AND THE TRUSTEES ARE SECURE IN KNOWING THAT ALL REGULATORY REQUIREMENTS HAVE BEEN MET. THE CONSULTANT, ALEXANDER YAFFE, WILL PRESENT FINDINGS AND RECOMMENDATIONS DIRECTLY TO THE COMPENSATION SUBCOMMITTEE OF THE COMMITTEE ON TRUSTEESHIP AND GOVERNANCE OF THE BOARD OF TRUSTEES. THE BOARD WILL DELIBERATE ON RECOMMENDATIONS AND TAKE INTO ACCOUNT ANY OTHER RELEVANT INFORMATION AND FACTORS IN DETERMINING THE REASONABLENESS OF EXECUTIVE COMPENSATION. THE LAST REVIEW WAS CONDUCTED IN 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | LA SALLE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POOLED INCOME FUND (2) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | POOLED INCOME FUND | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA SALLE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |