2023-05-09T12:56:12-05:00 2022-06-30 390859910 BAKER TILLY US LLP 777 E WISCONSIN AVENUE 32ND FLOOR MILWAUKEE WI 53202 990 2021-07-01 231353385 SUSQUEHANNA UNIVERSITY SUSQ 5703724128 514 UNIVERSITY AVENUE SELINSGROVE PA 178701164 JEFFREY LISTWAK VP FOR FINANCE 5703724128 2023-05-09 1 JEFFREY LISTWAK XXX-XX-XXXX TROY MARINE CPA P00187863 4147775500 2023-05-09 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JONATHAN GREEN 514 UNIVERSITY AVENUE SELINSGROVE PA 178701164 169609787 0 X WWW.SUSQU.EDU X 1859 PA SUSQUEHANNA UNIVERSITY EDUCATES STUDENTS FOR PRODUCTIVE, CREATIVE AND REFLECTIVE LIVES OF ACHIEVEMENT, LEADERSHIP, AND SERVICE IN A DIVERSE, DYNAMIC AND INTERDEPENDENT WORLD. 33 30 1738 339 49196 0 18338377 26284671 131798158 143141555 163431 134365 13410 49196 150313376 169609787 76799133 77639227 0 0 42902772 44590579 7525 20694 2573918 34802578 41560501 154512008 163811001 -4198632 5798786 375319031 351514856 68084510 61418579 307234521 290096277 SUSQUEHANNA UNIVERSITY EDUCATES STUDENTS FOR PRODUCTIVE, CREATIVE AND REFLECTIVE LIVES OF ACHIEVEMENT, LEADERSHIP, AND SERVICE IN A DIVERSE, DYNAMIC AND INTERDEPENDENT WORLD. 0 0 151878140 77639227 143141555 SUSQUEHANNA UNIVERSITY IS A NATIONAL LIBERAL ARTS COLLEGE CURRENTLY ENROLLING APPROXIMATELY 2,120 FULL-TIME STUDENTS. FOUNDED IN 1858, THE UNIVERSITY GRANTS BACHELOR OF ARTS, BACHELOR OF FINE ARTS, BACHELOR OF MUSIC, BACHELOR OF SCIENCE AND MASTER OF EDUCATION DEGREES. 151878140 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 1 0 0 0 1 179 0 1 1738 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 33 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CO MD MA NH NY OH PA MI MN WA NJ X X JEFFREY A LISTWAK 5703724315 514 UNIVERSITY AVE SELINSGROVE PA 178701164 ERIC HINTON TRUSTEE 40.00 X 69687 0 13037 MARIA L O MUNOZ TRUSTEE 40.00 X 0 0 0 ANNETTE TOMARAZZO TRUSTEE 1.00 X 0 0 0 BARRY JACKSON TRUSTEE 1.00 X 0 0 0 BONNIE BUCKS REECE TRUSTEE 1.00 X 0 0 0 BRUCE FICKEN TRUSTEE 1.00 X 0 0 0 DAWN MUELLER TRUSTEE 1.00 X X 0 0 0 DON HAMLIN TRUSTEE 1.00 X 0 0 0 DOUGLAS KNISS TRUSTEE 1.00 X 0 0 0 GEORGE LIBEROPOULOS TRUSTEE 1.00 X 0 0 0 GEROHN LANNS TRUSTEE 1.00 X 0 0 0 HANNAH MACKEY TRUSTEE 1.00 X 0 0 0 JACK OHLE TRUSTEE 1.00 X 0 0 0 JAMES DUNLOP TRUSTEE 1.00 X 0 0 0 JAMES STOWE TRUSTEE 1.00 X X 0 0 0 JEFF COOPER TRUSTEE 1.00 X 0 0 0 JOANN SUZICH TRUSTEE 1.00 X 0 0 0 ORVILLE REYNOLDS TRUSTEE 1.00 X 0 0 0 LARRY CZEPONIS TRUSTEE 1.00 X 0 0 0 LINDA SHANK TRUSTEE 1.00 X 0 0 0 LISA RYAN BURKE TRUSTEE 1.00 X X 0 0 0 LOIS MARTIN TRUSTEE 1.00 X 0 0 0 MARGARET FRANTZ TRUSTEE 1.00 X 0 0 0 MARTIN PINTER TRUSTEE 1.00 X X 0 0 0 MARY CIANNI TRUSTEE 1.00 X X 0 0 0 MEGHAN QUINN DORR TRUSTEE 1.00 X 0 0 0 PETER ARDUINI TRUSTEE 1.00 X 0 0 0 ROBERT DOLL TRUSTEE 1.00 X 0 0 0 RONALD REESE TRUSTEE 1.00 X 0 0 0 SANDRA ROCKS TRUSTEE 1.00 X X 0 0 0 SEWARD PROSSER MELLON TRUSTEE 1.00 X 0 0 0 SIGNE GATES TRUSTEE 1.00 X X 0 0 0 TIMOTHY ROBESON TRUSTEE 1.00 X 0 0 0 VIRGINIA LLOYD TRUSTEE 1.00 X 0 0 0 JONATHAN GREEN PRESIDENT & CEO 55.00 X 404734 0 71306 MICHAEL COYNE EXECUTIVE VP 55.00 X 275566 0 36683 DAVE RAMSARAN PROVOST & DEAN OF FACULTY 55.00 X 227726 0 33138 DELOREAN MENIFEE VP FOR ENROLLMENT 55.00 X 177690 0 30923 MELISSA KOMORA VP FOR ADVANCEMENT 55.00 X 223082 0 30685 MATTHEW ROUSU DEAN SCHOOL OF BUSINESS 55.00 X 194056 0 31102 VALERIE MARTIN DEGENSTEIN PROFESSOR OF MUSIC 55.00 X 183877 0 25696 SUSAN LANTZ TERM 052021 FORMER VP STUDENT LIFE 55.00 X 176991 0 13607 JENNIFER SERVEDIO CHIEF INFORMATION OFFICER 40.00 X 159754 0 19686 L JAY LEMONS FORMER PRESIDENT EMERITUS & SR FELLOW 10.00 X 164916 0 0 LINDA MCMILLIN DEGENSTEIN PROFESSOR OF LEADERS 40.00 X 85144 0 10269 2343223 0 316132 47 1 1 0 SFGF II LLC 1144 KENNEBEC RD CHAMBERSBURG PA 17201 SOLAR ELECTRICITY 324789 ELLUCIAN COMPANY LP 2003 EDMUND HALLEY DR RESTON VA 20191 SOFTWARE 310362 BAKER TILLY US LLP 777 E WISCONSIN AVE 32ND FL MILWAUKEE WI 53202 AUDITING SERVICES 137869 EDUCATIONAL FURNITURE SOLUTIONS LLC 536 N TROOPER RD NORRISTOWN PA 19403 FURNITURE 118213 JBM TENT RENTALS LLC 165 SPRUCE ST LYKENS PA 17048 COVID TENTS 113603 7 1864573 24420098 976973 26284671 TUITION, ROOM & BOARD 900099 141788905 141788905 RELATED PROGRAMMING 812900 1352650 1352650 143141555 134365 134365 OTHER 812900 49196 49196 49196 169609787 143141555 49196 134365 165801 165801 77473426 77473426 1185364 302414 882950 32179748 28020801 2579137 1579810 2318119 1959013 222558 136548 6731333 6237341 257390 236602 2176015 1787685 277355 110975 229966 229966 127333 127333 20694 20694 1132168 1132168 4860957 4259856 452999 148102 2901320 2307514 474925 118881 1663813 57853 1592311 13649 3095845 3075906 13105 6834 2880466 2765197 68095 47174 1218902 1022363 145921 50618 1912759 1912759 9335175 9335175 163444 163444 FOOD SERVICES 5045771 5045771 OFF CAMPUS STUDY 1460982 1460982 EQUIPMENT/R&M 935327 845914 86769 2644 LIBRARY MATERIALS 464228 464228 4132045 3020842 1009816 101387 163811001 151878140 9358943 2573918 6713 6713 7215644 7459749 5566025 4081346 6858130 2027112 -1679 0 282641 350128 1059525 1912944 294487378 181788306 118548498 112699072 139711768 88024746 90429352 129857618 1145072 859126 4497342 4236302 375319031 351514856 6634947 6865481 898306 985637 48463744 45642056 12087513 7925405 68084510 61418579 X 135201932 126197996 172032589 163898281 307234521 290096277 375319031 351514856 X 5798786 -30815104 1132168 6745906 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1147417 X X X X 0 205545940 17529419 -22793191 3497747 4006060 192778361 173413620 5141232 34298413 3201921 4105404 205545940 175667010 1888583 2818633 3028801 3931805 173413620 169795178 4494049 7809343 2699124 3732436 175667010 161178061 2420407 12361540 2695856 3468974 169795178 0.15570 0.84430 1 0 6020263 6020263 221650872 133123927 88526945 44483415 34787426 9695989 22332828 13876953 8455875 112699072 POOLED VEHICLES 73767575 F HEDGE FUNDS 36560601 F MUTUAL FUNDS 7600656 F FUNDS HELD IN TRUST BY OTHERS 6026104 F PRIVATE EQUITY 5902682 F 129857618 ANNUITIES PAYABLE 1922098 FUNDS HELD IN CUSTODY FOR OTHERS 1216387 OTHER 2701195 US GOVERNMENT ADVANCES REFUNDABLE 862856 FIN47 369193 OPERATING LEASE LIABILITY 853676 7925405 X 145259920 -30815104 6745906 -24069198 169329118 280669 280669 169609787 162398165 0 162398165 1132168 280668 1412836 163811001 PART III, LINE 4: THE MAJORITY OF THE UNIVERSITY'S ART COLLECTION IS 1,600 FRENCH POSTERS. THE FRENCH POSTERS ARE RESEARCHED AND EXHIBITED BY FRENCH STUDENTS AND FACULTY MEMBERS. THEY ARE ARCHIVED IN A VAULT FOR PRESERVATION. PART V, LINE 4: SU'S ENDOWMENT SUPPORTS THE FOLLOWING AREAS: ACADEMIC & STUDENT SUPPORT (39%), SCHOLARSHIPS (47%), OTHER OPERATIONS & FACILITIES (14%). PART X, LINE 2: THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2022 AND 2021. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: ENDOWMENT INCOME 7,575,384. CHANGE IN SPLIT INTEREST AGREEMENTS -1,049,808. OTHER NONOPERATING ACTIVITIES 220,330. PART XI, LINE 4B - OTHER ADJUSTMENTS: PLEDGE WRITE OFFS 280,669. PART XII, LINE 4B - OTHER ADJUSTMENTS: PLEDGE WRITE OFFS 280,669. ROUNDING -1. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE AND INCLUDES A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IN ALL ITS WRITTEN COMMUNICATIONS DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. THE UNIVERSITY ALSO PROVIDES A NON-DISCRIMINATION STATEMENT ON ITS PRIMARY PUBLICALLY ACCESSIBLE INTERNET HOMEPAGE. SCHEDULE E, PART I, LINE 6 SUSQUEHANNA UNIVERSITY RECEIVES THE FOLLOWING TYPES OF GOVERNMENTAL AID EITHER DIRECTLY OR INDIRECTLY: PELL GRANT, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT(SEOG), TEACHER EDUCATION ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION (TEACH) GRANT, WORK STUDY GRANT, TRIO STUDENT SUPPORT SERVICES (SSS) GRANT, VETERANS AFFAIRS (VA) EDUCATIONAL BENEFITS, PENNSYLVANIA AND VARIOUS OTHER STATE GRANTS DEPENDENT UPON OUR ENROLLED, ELIGIBLE STUDENT POPULATION. 1 CENTRAL AMERICA & THE CARRIBBEAN 0 0 INVESTMENTS 108682829 NORTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 60027 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 298036 CENTRAL AMERICA & THE CARRIBBEAN 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 65557 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 35923 SOUTH ASIA 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 103830 EUROPE 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 2170747 0 0 0 0 0 0 111416949 0 111416949 1 0 1 0 1 0 PART I, LINE 2: GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS OUTSIDE THE U.S. IS RELATED TO SERVICE-LEARNING COURSES AND A MISSION TRIP. PART III ACCOUNTING METHOD: FORM 990, SCHEDULE F, PART IV: SUSQUEHANNA UNIVERSITY INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. NEVERTHELESS, SUSQUEHANNA UNIVERSITY INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621, 8865. TO THE EXTENT THAT SUSQUEHANNA UNIVERSITY IS REQUIRED TO COMPLETE ONE OF THESE FOREIGN FORMS, IT HAS BEEN FILED WITH THE FORM 990-T. X X X X X X 1 JOHNSON GROSSNICKLE AND ASSOCIATES INC 29 SOUTH PARK BLVD GREENWOOD IN 46143 CONSULTING 0 0 20694 0 20694 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 SELINSGROVE BOROUGH ONE N HIGH ST SELINSGROVE PA 17870 236002939 LOCAL GOV'T 106801 0 GENERAL SUPPORT DAUNTLESS HOSE COMPANY 713 BRIDGE ST SELINSGROVE PA 17870 230510390 501(C)(3) 8000 0 GENERAL SUPPORT SELINSGROVE AREA SCHOOL DISTRICT 401 18TH ST SELINSGROVE PA 17870 231727728 LOCAL GOV'T 46000 0 GENERAL SUPPORT 3 0 SCHOLARSHIPS AND FINANCIAL AID 2238 77473000 FMV CREDIT ON STUDENT ACCOUNTS SCHEDULE I, PART I, LINE 1: STUDENTS MAY BE AWARDED GRANT FUNDS ON THE BASIS OF ACADEMIC ACHIEVEMENT AND/OR FINANCIAL NEED. IN EACH CASE THE STUDENT CAN RETAIN ELIGIBILITY FOR FUNDING FOR AS MANY AS EIGHT SEMESTERS AS A FULL-TIME STUDENT, PROVIDED THE STUDENT MEETS THE RENEWAL CRITERIA SUCH AS GRADE POINT AVERAGE AND GRADE PROCESSION AS OUTLINED IN THE UNIVERSITY CATALOGUE. FACTORS INCLUDED IN THE CALCULATED COST INCLUDE TUITION, FEES, ROOM, BOARD, AND ESTIMATES FOR THE COST OF BOOKS AND PERSONAL EXPENSES DURING THE NINE MONTH ACADEMIC YEAR. AN INDIVIDUAL STUDENT MAY NOT RECEIVE MORE THAN THE COST OF TUITION FROM THE INSTITUTIONAL GRANT FUNDS. X X X X X X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 JONATHAN GREEN PRESIDENT & CEO 334367 0 35000 0 35367 0 26100 0 45206 0 476040 0 0 0 MICHAEL COYNE EXECUTIVE VP 233342 0 19700 0 22524 0 22694 0 13989 0 312249 0 0 0 DAVE RAMSARAN PROVOST & DEAN OF FACULTY 189433 0 25650 0 12643 0 19319 0 13819 0 260864 0 0 0 MELISSA KOMORA VP FOR ADVANCEMENT 193463 0 10491 0 19128 0 19528 0 11157 0 253767 0 0 0 MATTHEW ROUSU DEAN SCHOOL OF BUSINESS 154321 0 19853 0 19882 0 17289 0 13813 0 225158 0 0 0 VALERIE MARTIN DEGENSTEIN PROFESSOR OF MUSIC 128408 0 9252 0 46217 0 15358 0 10338 0 209573 0 0 0 DELOREAN MENIFEE VP FOR ENROLLMENT 159225 0 8731 0 9734 0 17100 0 13823 0 208613 0 0 0 SUSAN LANTZ TERM 052021 FORMER VP STUDENT LIFE 59631 0 0 0 117360 0 7482 0 6125 0 190598 0 0 0 JENNIFER SERVEDIO CHIEF INFORMATION OFFICER 143596 0 2300 0 13858 0 14559 0 5127 0 179440 0 0 0 L JAY LEMONS FORMER PRESIDENT EMERITUS & SR FELLOW 53500 0 22850 0 88566 0 0 0 0 0 164916 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL - UNDER SPECIAL AND VERY LIMITED CIRCUMSTANCES FIRST CLASS TRAVEL IS PERMITTED FOR KEY EMPLOYEES. NO FIRST CLASS TRAVEL OCCURRED IN THE REPORTING YEAR. TRAVEL FOR COMPANIONS - THE PRESIDENT'S SPOUSE DID NOT ACCOMPANY HIM ON ANY TRAVEL THAT WAS NOT ASSOCIATED WITH HER DUTIES AS AN EMPLOYEE OF THE UNIVERSITY. DISCRETIONARY SPENDING ACCOUNT - THE PRESIDENT HAS A RESTRICTED ACCOUNT USED FOR INSTITUTIONAL SPENDING ONLY. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE PRESIDENT IS REQUIRED TO OCCUPY, WITH HIS FAMILY, A UNIVERSITY-OWNED AND MAINTAINED RESIDENCE. THE UNIVERSITY'S MAINTENANCE AND FACILITIES DEPARTMENTS PROVIDE THE NECESSARY LANDSCAPING, CLEANING, AND OTHER MAINTENANCE. PERSONAL SERVICES - A HOUSEKEEPER IS EMPLOYED BY THE UNIVERSITY TO MAINTAIN THE PRESIDENT'S RESIDENCE AND AN OCCASIONAL DRIVER IS HIRED FOR AIRPORT TRAVEL SO THE PRESIDENT CAN WORK IN TRANSIT. PART I, LINE 4A SUSAN LANTZ - $100,000. A SNYDER COUNTY HIGHER EDUCATION AUTHORITY 232736780 833453EN9 2015-08-11 29501612 REFUND SCHEA 2006 BONDS 0 0 0 B SNYDER COUNTY HIGHER EDUCATION AUTHORITY 232736780 833453FF5 2017-06-08 26668119 REFUND SCHEA 2008 BONDS 0 0 0 A 7015000 29501612 2016 1 1 1 1 B 4112156 26668119 2017 1 1 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 A 1 B 1 SUBJECT TO FERPA LAWS FERPA LAWS 103000 MERIT BASED SCHOLARSHIPS SUBJECT TO FERPA LAWS FERPA LAWS 17525 NEED BASED SCHOLARSHIPS LYNN BUCK SPOUSE OF KEY EMPLOYEE 37887 EMPLOYMENT (LYNN BUCK, AN EMPLOYEE OF SUSQUEHANNA UNIVERSITY, IS THE SPOUSE OF JONATHAN GREEN, A KEY EMPLOYEE. HER WAGES FOR EMPLOYMENT TOTALED $37,887 FOR THE REPORTING PERIOD). 0 APRIL RIVERS SPOUSE OF KEY EMPLOYEE 12500 EMPLOYMENT (APRIL RIVERS, AN EMPLOYEE OF SUSQUEHANNA UNIVERSITY, IS THE SPOUSE OF DAVE RAMSARAN, A KEY EMPLOYEE. HER WAGES FOR EMPLOYMENT TOTALED $12,500 FOR THE REPORTING PERIOD). 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: THE RELATIONSHIPS IDENTIFIED ABOVE WERE DISCLOSED TO THE BOARD AND IN THE FINANCIAL STATEMENTS. X 2 2700 MARKET VALUE X 50 974273 MARKET VALUE 0 1 1 PART I, LINE 32B: IT IS THE UNIVERSITY'S GENERAL PRACTICE TO LIQUIDATE GIFTS OF PUBLICLY HELD STOCK AS QUICKLY AS POSSIBLE, UNLESS HOLDING THE STOCK IS DETERMINED TO BE IN THE BEST INTEREST OF THE UNIVERSITY BY THE VICE PRESIDENT FOR FINANCE IN CONSULTATION WITH ONE OF THE UNIVERSITY'S INVESTMENT ADVISORS. THE STOCK IS LIQUIDATED BY THE BROKERAGE FIRM JANNEY MONTGOMERY SCOTT LLC ON 309 N. FIFTH ST., SUNBURY, PA 17870. FORM 990, PART VI, SECTION B, LINE 11B ALONG WITH A DETAILED REVIEW PERFORMED BY THE AUDIT COMMITTEE A LINK TO A PASSWORD-PROTECTED WEBSITE WAS EMAILED TO THE GOVERNING BODY WHERE THE COMPLETE FORM 990 WAS MADE AVAILABLE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST QUESTIONNAIRE WAS SENT TO THE GOVERNING BODY AND THE REPLIES WERE REVIEWED IN DETAIL BY THE AUDIT COMMITTEE. THE REVIEW OF THE QUESTIONNAIRES FORMS THE BASIS FOR DISCLOSURE ON THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD HAS ADOPTED A COMPENSATION POLICY (THE "POLICY") FOR COVERED INDIVIDUALS. PURSUANT TO THE POLICY, A COMPENSATION COMMITTEE (A SUBCOMMITTEE OF THE ORGANIZATION'S EXECUTIVE COMMITTEE) OF INDEPENDENT DIRECTORS WAS ESTABLISHED TO REVIEW THE COMPENSATION OF ALL EMPLOYEES SPECIFIED AS HAVING A SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION AND WHO RECEIVE REMUNERATION FROM THE ORGANIZATION, INCLUDING, AMONG OTHERS, THE PRESIDENT, PROVOST AND DEAN OF THE FACULTY, AND EXECUTIVE VICE PRESIDENT. THE COMPENSATION COMMITTEE IS ADVISED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH OPINES TO THE COMPENSATION COMMITTEE THAT THE LEVEL OF COMPENSATION PAID AND THE PROCESS BY WHICH COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDES DATA OF COMPENSATION PROVIDED AT SIMILAR ORGANIZATIONS TO ENSURE THAT THE UNIVERSITY DOES NOT COMPENSATE IN EXCESS OF MARKET NORMS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY POSTING THESE DOCUMENTS ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: ENDOWMENT INCOME 7,575,384. CHANGE IN SPLIT INTEREST -1,049,808. OTHER NONOPERATING ACTIVITIES 220,330. SUSQUEHANNA UNIVERSITY & ORTENZIO CHARITABLE TRUST 4718 GETTYSBURG ROAD STE 405 MECHANICSBURG PA 17055 806155309 SUPPORTS SUSQUEHANNA UNIVERSITY PA 501(C)(3) LINE 12A, I SUSQUEHANNA UNIVERSITY 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSQUEHANNA UNIVERSITY & ORTENZIO CHARITABLE TRUST C 50000 CASH