UNIVERSITY OF HOLY CROSS: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF HOLY CROSS (EIN 72-0642832)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-10
- IRS object ID
- 202301309349305030
- 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 O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T16:22:40-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721202445 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POSTLETHWAITE & NETTERVILLE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GALLERIA BLVD STE 2100 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720642832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF HOLY CROSS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5043947744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4123 WOODLAND DRIVE | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STANTON MCNEELY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5043947744 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STANTON | PersonFirstNm |
| Person Last | MCNEELY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GINA RACHEL | PreparerPersonNm |
| PTIN | P01216293 | PTIN |
| Phone | 5048375990 | PhoneNum |
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 | STANTON MCNEELY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4123 WOODLAND DRIVE | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,216,368 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UHCNO.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1916 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE AND PROVIDE PUBLIC SERVICE TO ITS UNIVERSITY COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 253 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,984,711 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,008,866 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,573,448 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,139,704 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,750,958 | PYInvestmentIncomeAmt |
| CY Investment Income | $807,580 | CYInvestmentIncomeAmt |
| PY Other Revenue | $134,016 | PYOtherRevenueAmt |
| CY Other Revenue | $765,631 | CYOtherRevenueAmt |
| PY Total Revenue | $32,443,133 | PYTotalRevenueAmt |
| CY Total Revenue | $26,721,781 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,734,744 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,534,436 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,416,886 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,847,312 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $308,136 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,838,478 | PYOtherExpensesAmt |
| CY Other Expenses | $7,352,363 | CYOtherExpensesAmt |
| PY Total Expenses | $28,990,108 | PYTotalExpensesAmt |
| CY Total Expenses | $29,734,111 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,453,025 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,012,330 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,850,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,455,508 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,133,901 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,505,197 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,716,690 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,950,311 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNIVERSITY OF HOLY CROSS, A CATHOLIC INSTITUTION OF HIGHER LEARNING, IS AN INCLUSIVE STUDENT-CENTERED LEARNING COMMUNITY FOCUSED ON ACADEMIC EXCELLENCE AND INNOVATIVE TEACHING. ROOTED IN THE TRADITIONS OF THE MARIANITES OF HOLY CROSS, THE UNIVERSITY IS COMMITTED TO EDUCATING THE MINDS AND HEARTS OF ITS STUDENTS THROUGH FREEDOM OF INQUIRY, THE PURSUIT OF TRUTH, AND COMPASSIONATE CARE FOR ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,876,862 | ExpenseAmt |
| Grant | $11,534,436 | GrantAmt |
| Desc | SCHOLARSHIPS, GRANTS, & LOANS - FOR ACADEMIC YEAR 2022-2023, 82 STUDENTS RECEIVED SCHOLARSHIPS FROM UHC AND 75 STUDENTS RECEIVED SCHOLARSHIPS FROM PRIVATE SOURCES. MOST STUDENTS WERE AWARDED THE SCHOLARSHIPS ON THE BASIS OF ACADEMIC MERIT AND/OR UNMET FINANCIAL NEED. OTHERS WERE GRANTED AWARDS BASED ON ACADEMIC MERIT ONLY. A TOTAL OF 157 SCHOLARSHIPS IN THE AMOUNT OF $464,128 HAVE BEEN AWARDED ($287,088 FROM UHC SCHOLARSHIPS AND $177,040 FROM PRIVATE SOURCE SCHOLARSHIPS).FOR FISCAL YEAR 2022-2023, 735 STUDENTS WERE ABLE TO RECEIVE SOME FORM OF FINANCIAL AID. MANY STUDENTS WOULD NOT BE ABLE TO PURSUE A POST-SECONDARY EDUCATION WERE IT NOT FOR THE FINANCIAL AID PROGRAMS. THE UNIVERSITY PARTICIPATES IN THE TITLE IV FEDERAL CAMPUS BASED PROGRAMS AS WELL AS THE FEDERAL PELL GRANT PROGRAM AND DISADVANTAGED NURSING SCHOLARSHIPS.- 287 STUDENTS WERE ASSISTED AND ABLE TO RECEIVE $1,165,518 IN PELL GRANTS.- 658 STUDENTS RECEIVED $7,601,217 IN FEDERAL SUBSIDIZED AND UNSUBSIDIZED STAFFORD LOANS.- 56 STUDENTS RECEIVED $90,972 IN FEDERAL S.E.O.G.- 20 STUDENTS RECEIVED $42,212 IN FEDERAL WORK-STUDY GRANTS.- 123 STUDENTS RECEIVED $634,297 FROM THE LOUISIANA T.O.P.S. PROGRAM.- 55 STUDENTS RECEIVED $92,657 FROM LOUISIANA G.O. GRANTS.- AN ADDITIONAL $1,443,435 IN STUDENT AID WAS FROM VARIOUS OTHER AWARDS AND SCHOLARSHIPS, INCLUDING $1,249,788 OF FEDERAL EMERGENCY RELIEF FUNDING.UNIVERSITY OF HOLY CROSS WAS ABLE TO AWARD $11,534,436 IN STUDENT AID FROM INSTITUTIONAL, PRIVATE, STATE, AND FEDERAL SOURCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,456,326 | ExpenseAmt |
| Revenue | $23,139,704 | RevenueAmt |
| Desc | INSTRUCTIONAL SERVICES - PER SEMESTER, APPROXIMATELY 1,524 STUDENTS WERE SERVICED IN APPROXIMATELY 436 SPECIFIC COURSES OF STUDY IN 38 DEGREE PROGRAMS. ADDITIONALLY, INSTRUCTIONAL SERVICES WERE DELIVERED TO THE CIVIC COMMUNITY THROUGH EXTENT OUTREACH PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,308,509 | ExpenseAmt |
| Revenue | $792,911 | RevenueAmt |
| Desc | STUDENT SERVICES ENCOMPASSES VARIOUS SERVICES:THE REGISTRAR'S OFFICE PROVIDES PUBLICATIONS, COMPUTERIZED STUDENT RECORDS, AND OTHER ACADEMIC SERVICES TO PROSPECTIVE AND CURRENT STUDENTS.STUDENT SERVICES PROVIDES FUNDING FOR 5 PROFESSIONAL CLUBS.THE STUDENT GOVERNMENT ASSOCIATION OFFERS A MULTI-FACETED ARENA OF SOCIAL EVENTS AND ENTERTAINMENT ON AND OFF CAMPUS FOR STUDENTS.THE DIVISION OF STUDENT AFFAIRS FUNDS A HOST OF INTRAMURAL SPORTS AT THE UNIVERSITY, WHICH ARE AVAILABLE TO ALL STUDENTS.THE SECURITY OFFICE OVERSEES THE SECURITY OF THE CAMPUS AND PARKING LOTS.THE HURRICANE CAFE PROVIDES FOOD SERVICES TO ALL STUDENTS, FACULTY, AND STAFF.STUDENT SERVICES ALSO INCLUDES TRAVEL, WORKSHOPS AND SEMINARS IN ADDITION TO ADMINISTRATIVE SUPPLIES AND EQUIPMENT FOR STUDENT ORGANIZATIONS, ADMISSIONS AND RECRUITING STAFF OF THE UNIVERSITY.STUDENT SERVICES ALSO INCLUDES AN ON CAMPUS HEALTH OFFICE (PROVIDING ROUTINE HEALTH SERVICES AND FIRST AID), STUDENT ORGANIZATIONS FUNDING AND SUPPORT, STUDENT SPORTS SUPPORT FOR EQUIPMENT, ADMISSIONS AND RECRUITING STAFF OF THE UNIVERSITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $237,883 | ExpenseAmt |
| Desc | FACILITY, FINANCE, AND NON-INSTRUCTIONAL ACADEMIC SUPPORT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $237,883 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $22,879,580 | 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 | 0 | 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 | 0 | TaxExemptBondsInd |
| 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1701 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 253 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5043947744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4123 WOODLAND DRIVE | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70131 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARTHA CASTILLO | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| REV GREGORY P HAAKE CSC PHD | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KERN MAASS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMIE B ROY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARIA PARDO HUETE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE AUGUST GUILLORY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN W FITZPATRICK | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DR DERECK J ROVARIS SR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL VAN VOORHEES KIRSCHMAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SR RENE DAIGLE MSC | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SR ANN LACOUR MSC | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DR MARCO CLARK | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DR MONROE LABORDE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| FR CHARLES BENOIT OSB | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DR RAENELL BILLIOT HOUSTON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GRAHAM M RALSTON CFA | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TERESA LAWRENCE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DR TINA S HOLLAND | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SR KATERI BATTAGLIA MSC | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DR CALVIN MACKIE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DR MIGNONNE C MARY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JERRY BOLOGNA CECD | |||||||
| CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TODD MATHERNE | |||||||
| VICE-CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TROY TOUPS | |||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DR STANTON MCNEELY | |||||||
| PRESIDENT | 40.00 | $205,353 | $0 | $9,208 | Yes (X) | ||
| CHRISTOPHER BUNDICK | |||||||
| VP OF FINANCE | 40.00 | $104,377 | $0 | $5,574 | Yes (X) | ||
| DR VICTORIA DAHMES | |||||||
| PROVOST/VP OF ACAD. AFF. (THRU 9/21) | 40.00 | $88,452 | $0 | $4,313 | Yes (X) | ||
| DR LISA SULLIVAN | |||||||
| PROVOST/VP OF ACADEMIC AFFAIRS | 40.00 | $82,452 | $0 | $10,984 | Yes (X) | ||
| DR PATRICIA PRECHTER | |||||||
| DEAN | 40.00 | $120,702 | $0 | $10,536 | Yes (X) | ||
| ANGELA RUIZ | |||||||
| VP OF MISSION INTEGRATION/UNI. LIFE | 40.00 | $104,479 | $0 | $30,708 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $705,815 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $71,323 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 |
|---|---|---|---|---|---|
| EAB GLOBAL INC | |||||
| PO BOX 603519 | CHARLOTTE | NC | 282603519 | RECRUITING SERVICE | $405,681 |
| RUPP MARKETING | |||||
| 4415 SHORES DR SUITE 203 | METAIRIE | LA | 70006 | ADVERTISING | $363,370 |
| SAGE DINING SERVICES INC | |||||
| 1402 YORK RD | LUTHERVILLE | MD | 21093 | FOOD SERVICE | $311,830 |
| ELLUCIAN COMPANY LP | |||||
| 62578 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | ERP | $210,701 |
| BCICAPITAL MANAGEMENT GROUP | |||||
| 390 NORTH ORANGE AVE SUITE 2600 | ORLANDO | FL | 32801 | INVESTMENT MANAGEMENT | $209,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $116,722 | FundraisingAmt |
| Government Grants | $1,463,652 | GovernmentGrantsAmt |
| All Other Contributions | $428,492 | AllOtherContributionsAmt |
| Total Contributions | $2,008,866 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $12,355,700 | $12,355,700 |
| SCHOLARSHIPS - GOVERNMENT FUNDED | 611310 | $10,784,004 | $10,784,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,139,704 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $338,271 | TotalRevenueColumnAmt |
| Exclusion | $338,271 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,908,348 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,439,039 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $469,309 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $469,309 | TotalRevenueColumnAmt |
| Exclusion | $469,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $28,268 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $116,722 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $55,548 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$27,280 | TotalRevenueColumnAmt |
| Exclusion | -$27,280 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ACADEMIC TRIP REVENUE | 611310 | $394,652 | $394,652 |
| FOOD SERVICES | 611310 | $348,636 | $348,636 |
| FOOD SCIENCE | 611310 | $35,286 | $35,286 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,337 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,337 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $792,911 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,721,781 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,932,615 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $780,300 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,534,436 | TotalAmt |
| Program Services | $11,534,436 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,051 | TotalAmt |
| Program Services | $162,626 | ProgramServicesAmt |
| Management And General | $349,425 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,425,402 | TotalAmt |
| Program Services | $6,901,458 | ProgramServicesAmt |
| Management And General | $1,354,889 | ManagementAndGeneralAmt |
| Fundraising | $169,055 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,409 | TotalAmt |
| Program Services | $266,727 | ProgramServicesAmt |
| Management And General | $49,699 | ManagementAndGeneralAmt |
| Fundraising | $5,983 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $936,409 | TotalAmt |
| Program Services | $752,300 | ProgramServicesAmt |
| Management And General | $162,041 | ManagementAndGeneralAmt |
| Fundraising | $22,068 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,041 | TotalAmt |
| Program Services | $514,661 | ProgramServicesAmt |
| Management And General | $126,846 | ManagementAndGeneralAmt |
| Fundraising | $9,534 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,202 | TotalAmt |
| Management And General | $132,202 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,900 | TotalAmt |
| Management And General | $70,900 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,851 | TotalAmt |
| Management And General | $165,851 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,192 | TotalAmt |
| Program Services | $460,405 | ProgramServicesAmt |
| Management And General | $124,787 | ManagementAndGeneralAmt |
| Fundraising | $19,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,041 | TotalAmt |
| Program Services | $301,278 | ProgramServicesAmt |
| Management And General | $421,932 | ManagementAndGeneralAmt |
| Fundraising | $26,831 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,744 | TotalAmt |
| Program Services | $51,535 | ProgramServicesAmt |
| Management And General | $246,830 | ManagementAndGeneralAmt |
| Fundraising | $17,379 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,097 | TotalAmt |
| Program Services | $66,772 | ProgramServicesAmt |
| Management And General | $851,325 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,104,821 | TotalAmt |
| Program Services | $201,694 | ProgramServicesAmt |
| Management And General | $898,793 | ManagementAndGeneralAmt |
| Fundraising | $4,334 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,557 | TotalAmt |
| Program Services | $11,928 | ProgramServicesAmt |
| Management And General | $2,629 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,550 | TotalAmt |
| Program Services | $109,550 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,618 | TotalAmt |
| Program Services | $63,262 | ProgramServicesAmt |
| Management And General | $569,356 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,091,172 | TotalAmt |
| Program Services | $469,204 | ProgramServicesAmt |
| Management And General | $611,056 | ManagementAndGeneralAmt |
| Fundraising | $10,912 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,715 | TotalAmt |
| Program Services | $5,893 | ProgramServicesAmt |
| Management And General | $37,822 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INSTRUCTIONAL SUPPLIES | $474,835 | $474,835 | |
| FOOD SERVICE | $387,465 | $387,465 | |
| BAD DEBT EXPENSE | $239,237 | $239,237 | |
| NATURAL DISASTER CONTIN | $82,217 | $82,217 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,149 | TotalAmt |
| Program Services | $143,551 | ProgramServicesAmt |
| Management And General | $48,558 | ManagementAndGeneralAmt |
| Fundraising | $23,040 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,734,111 | TotalAmt |
| Program Services | $22,879,580 | ProgramServicesAmt |
| Management And General | $6,546,395 | ManagementAndGeneralAmt |
| Fundraising | $308,136 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,791 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,845,342 | BOYAmt |
| EOY | $4,369,995 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,983 | BOYAmt |
| EOY | $4,482 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,490 | BOYAmt |
| EOY | $457,457 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,767 | BOYAmt |
| EOY | $77,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,137,682 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,568,026 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,425,512 | BOYAmt |
| EOY | $28,569,656 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,156,994 | BOYAmt |
| EOY | $22,104,624 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,159,606 | BOYAmt |
| EOY | $868,220 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,106 | BOYAmt |
| EOY | $3,689 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,850,591 | BOYAmt |
| EOY | $56,455,508 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,312 | BOYAmt |
| EOY | $661,406 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,190 | BOYAmt |
| EOY | $10,094 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,318,998 | BOYAmt |
| EOY | $13,844,739 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,140,401 | BOYAmt |
| EOY | $988,958 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,133,901 | BOYAmt |
| EOY | $15,505,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,709,118 | BOYAmt |
| EOY | $28,596,177 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,007,572 | BOYAmt |
| EOY | $12,354,134 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,716,690 | BOYAmt |
| EOY | $40,950,311 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,850,591 | BOYAmt |
| EOY | $56,455,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,012,330 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,754,049 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,108,054 | BeginningYearBalanceAmt |
| Contributions | $471,888 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,111,554 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,485,320 | OtherExpendituresAmt |
| End Year Balance | $17,983,068 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,938,918 | BeginningYearBalanceAmt |
| Contributions | $431,172 | ContributionsAmt |
| Investment Earnings Or Losses | $93,134 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,355,170 | OtherExpendituresAmt |
| End Year Balance | $25,108,054 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,094,019 | BeginningYearBalanceAmt |
| Contributions | $92,125 | ContributionsAmt |
| Investment Earnings Or Losses | $400,981 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,648,207 | OtherExpendituresAmt |
| End Year Balance | $26,938,918 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,576,412 | BeginningYearBalanceAmt |
| Contributions | $95,504 | ContributionsAmt |
| Investment Earnings Or Losses | $1,970,232 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,548,129 | OtherExpendituresAmt |
| End Year Balance | $31,094,019 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,088,414 | BeginningYearBalanceAmt |
| Contributions | $147,276 | ContributionsAmt |
| Investment Earnings Or Losses | $1,988,101 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,647,379 | OtherExpendituresAmt |
| End Year Balance | $30,576,412 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.54000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.34000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,690,420 | OtherCostOrOtherBasisAmt |
| Book Value | $1,690,420 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,391,548 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,923,544 | DepreciationAmt |
| Book Value | $26,468,004 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,055,714 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,644,482 | DepreciationAmt |
| Book Value | $411,232 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,569,656 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATION | Desc |
| Amt | $988,958 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $988,958 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,463,552 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,754,049 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $128,200 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $55,548 | OtherRevenueAmt |
| Revenue Not Reported | -$4,570,301 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,033,853 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $165,851 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $11,522,077 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $11,687,928 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,721,781 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,229,931 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $128,200 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $55,548 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $183,748 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,046,183 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $165,851 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $11,522,077 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $11,687,928 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,734,111 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | OF THE END OF THE YEAR ENDOWMENT BALANCE, $7,779,260 IS PERMANENTLY RESTRICTED AND $2,632,314 IS TEMPORARILY RESTRICTED. THE EARNINGS ON $8,822,219 WILL HELP FUND PROFESSORSHIPS. THE EARNINGS ON $1,589,355 WILL BE USED FOR SCHOLARSHIPS. QUASI ENDOWMENTS BALANCE OF $7,571,494 HAVE THE FOLLOWING USES: - $7,571,494 IS FOR UNSPECIFIED PURPOSES, BUT IT IS USED FOR CURRENT OPERATIONS, PLANT AND EQUIPMENT, AND ACADEMICS. |
| PART X, LINE 2: | THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO THE PROVISIONS OF SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. GAAP PRESCRIBES RULES FOR THE RECOGNITION, MEASUREMENT, CLASSIFICATION, AND DISCLOSURE IN THE FINANCIAL STATEMENTS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE UNIVERSITY'S TAX RETURNS. MANAGEMENT HAS DETERMINED THAT THE UNIVERSITY DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS OR ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE UNIVERSITY'S TAX RETURNS WILL NOT BE CHALLEGED BY THE TAXING AUTHORITIES AND THAT THE UNIVERSITY WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, WOULD BE INCLUDED IN INTEREST EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 55,548. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INSTITUTIONAL SCHOLARSHIPS 738,073. SCHOLARSHIPS - GOVERNMENT FUNDED 10,784,004. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 55,548. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INSTITUTIONAL SCHOLARSHIPS 738,073. SCHOLARSHIPS - GOVERNMENT FUNDED 10,784,004. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | UNIVERSITY OF HOLY CROSS PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON ALL EMPLOYMENT ADVERTISEMENTS. THE POLICY IS ALSO LISTED ON THE ORGANIZATION'S WEBSITE, STUDENT HANDBOOK, AND STUDENT APPLICATIONS. |
| SCHEDULE E, PART I, LINE 6 | GOVERNMENT FINANCIAL ASSISTANCE INCLUDES GOVERNMENT LOAN PROGRAMS AND GRANTS FROM THE FEDERAL GOVERNMENT, WHICH ARE PROVIDED FOR STUDENTS IN NEED OF FINANCIAL AID. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | FUNDRAISING - RECEIVED $24,893 CONTRIBUTION FROM CANADIAN ORGANIZATION | TypeOfActivitiesConductedTxt |
| 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 | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PRAYER BREAKFAST | Event1Nm |
| Gross Receipts Event1 | $29,375 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $24,667 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,708 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,547 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,613 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,862 | OtherDirectExpensesEvent1Amt |
| Event2 | DITTA SCHOLARSHIP DINNER | Event2Nm |
| Gross Receipts Event2 | $64,865 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $56,305 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,560 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $21,621 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $600 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $4,336 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $50,750 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $35,750 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $15,000 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $18,761 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,208 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $144,990 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $116,722 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $28,268 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $23,308 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,234 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $600 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,406 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $55,548 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$27,280 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS TO STUDENTS OF THE UNIVERSITY | GrantTypeTxt |
| Recipient | 892 | RecipientCnt |
| Cash Grant | $11,534,436 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PRIVATE GRANTS - THE UNIVERSITY FOLLOWS THE TERMS OF THE PROVIDER IN THE POSTING AND RELEASING OF GRANT FUNDS. FEDERAL GRANTS - THE UNIVERSITY FOLLOWS THE DEPARTMENT OF EDUCATION REGULATIONS TO ENSURE THAT GRANTS ARE UTILIZED APPROPRIATELY. THE NSLDS SYSTEM HELPS THE UNIVERSITY IDENTIFY ANY STUDENT THAT HAS BEEN POTENTIALLY AWARDED MORE THAN THEY ARE ELIGIBLE FOR. |
| SCHEDULE I, PART III: | QUALIFICATIONS TO RECEIVE PAYMENTS: GOVERNMENT GRANTS ARE AWARDED IN ACCORDANCE WITH APPROPRIATE FEDERAL REGULATIONS, SCHOLARSHIPS ARE BASED ON ACT TEST SCORES, ACADEMIC STANDING, AS SHOWN BY HIGH SCHOOL TRANSCRIPTS, AS WELL AS COMMUNITY INVOLVEMENT. GRANTS ARE AWARDED IN RECOGNITION OF THE QUALITY PAST ACADEMIC ACHIEVEMENT AT THE UNIVERSITY OF HOLY CROSS, FINANCIAL NEED AS DETERMINED BY THE SUBMISSION OF THE FREE APPLICATION FOR FEDERAL STUDENT AID, AND COMMUNITY INVOLVEMENT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR STANTON MCNEELY | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $205,353 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $2,908 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,300 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $214,561 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING THE FORM 990, THE TAX RETURN IS REVIEWED BY THE V.P. FOR FINANCE. IT IS THEN FORWARDED TO THE CHAIR OF THE FINANCE COMMITTEE FOR REVIEW. THE UNIVERSITY OF HOLY CROSS ADMINISTRATION RESPONDS TO THE BOARD'S CONCERNS AND REVISES THE FORM AS NECESSARY. ONCE REVIEWED AND SUBMITTED TO THE IRS, A COPY OF THE FILED FORM 990 IS FORWARDED TO THE CHAIR OF THE FINANCE COMMITTEE FOR RECORD-KEEPING. |
| FORM 990, PART VI, SECTION B, LINE 12C | DURING THE FIRST BOARD OF TRUSTEES' MEETING OF EACH YEAR, THE UNIVERSITY'S CONFLICT OF INTEREST POLICY IS REVIEWED WITH ITS MEMBERS, AND THEY ARE ASKED TO SIGN A DOCUMENT DISCLOSING ANY CONFLICT OF INTEREST WITH UNIVERSITY BUSINESS MATTERS. IF A CONFLICT SHOULD ARISE, THE BOARD MEMBER WILL RECUSE HIMSELF OR HERSELF FROM VOTES RELATIVE TO THE AFFECTED SUBJECT MATTER. ANY DISCUSSION OF POTENTIAL CONFLICT AND RECUSALS ARE SUBSTANTIATED IN THE MINUTES OF THE BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CURRENT PRESIDENT OF THE UNIVERSITY WAS CHOSEN BY THE GOVERNING BOARD. THE SALARY FOR THE POSITION WAS BASED UPON SALARIES PAID TO PRESIDENTS SERVING IN INSTITUTIONS COMPARABLE IN SIZE AND STRUCTURE. THE PRESIDENT'S COMPENSATION WAS APPROVED BY THE BOARD OF TRUSTEES AND DOCUMENTED IN A FULLY EXECUTED CONTRACT. THE PRESIDENT IS EVALUATED ON AN ANNUAL BASIS BY INDEPENDENT MEMBERS OF THE UNIVERSITY'S BOARD OF TRUSTEES. DOCUMENTATION OF THE SELECTION OF THE PRESIDENT AND THE CONTRACTED AMOUNT OF COMPENSATION IS RETAINED IN THE RECORDS OF THE SELECTION COMMITTEE AND IN BOARD MINUTES. FOR ALL OTHER EMPLOYEES, SALARIES ARE DETERMINED AT THE INITIAL POINT OF HIRING FOR THE POSITION PRIMARILY BASED UPON THE POSITION'S BUDGETED COMPENSATION. ADDITIONAL FACTORS ARE CONSIDERED, SUCH AS THE CREDENTIALS AND LEVEL OF EXPERIENCE THAT THE NEWLY HIRED EMPLOYEE BRINGS TO THE ORGANIZATION AND ANALYSIS OF SALARIES FOR THE SAME OR SIMILAR POSITIONS AT COMPARABLE INSTITUTIONS. ON AN ANNUAL BASIS, THE ESTABLISHED SALARY MAY BE ADJUSTED FOR THE INCREASE IN COST OF LIVING. DOCUMENTATION OF SALARY ANALYSIS IS RETAINED IN THE RECORDS OF THE SELECTION COMMITTEE AND WITHIN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL DATA ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE OVERSIGHT OR SELECTION PROCESSES FOR THE AUDIT THAT THE ORGANIZATION'S COMMITTEE USES. |