MORAVIAN UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MORAVIAN UNIVERSITY (EIN 24-0795460)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-13
IRS object ID: 202511339349307486
Schema version: 2023v6.0
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 K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-13T15:30:06-05:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER TILLY ADVISORY GROUP LP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1570 FRUITVILLE PIKE SUITE 400	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17601	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	240795460	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MORAVIAN UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MORA	BusinessNameControlTxt
Phone	6108611300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1200 MAIN STREET	AddressLine1Txt
City	BETHLEHEM	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18018	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARK F REED	PersonNm
Person Title	VP FOR FINANCE & ADMIN	PersonTitleTxt
Phone	6108611300	PhoneNum
Signature	2025-05-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KERRI N BOGDA CPA	PreparerPersonNm
PTIN	P00760402	PTIN
Phone	7177404863	PhoneNum
Preparation	2025-05-10	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MARK F REED	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1200 MAIN STREET	AddressLine1Txt
City	BETHLEHEM	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18018	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$160,320,924	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MORAVIAN.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1863	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	MORAVIAN UNIVERSITY'S EDUCATION PREPARES EACH INDIVIDUAL FOR A REFLECTIVE LIFE, FULFILLING CAREERS, AND TRANSFORMATIVE LEADERSHIP IN A WORLD OF CHANGE.	ActivityOrMissionDesc
Voting Members Governing Body	50	VotingMembersGoverningBodyCnt
Voting Members Independent	45	VotingMembersIndependentCnt
Total Employee	1739	TotalEmployeeCnt
Total Volunteers	6	TotalVolunteersCnt
Total Gross UBI	$178,658	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$177,496	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$9,139,668	PYContributionsGrantsAmt
CY Contributions Grants	$11,723,324	CYContributionsGrantsAmt
PY Program Service Revenue	$112,239,693	PYProgramServiceRevenueAmt
CY Program Service Revenue	$121,927,583	CYProgramServiceRevenueAmt
PY Investment Income	$9,337,194	PYInvestmentIncomeAmt
CY Investment Income	$5,726,594	CYInvestmentIncomeAmt
PY Other Revenue	$1,391,187	PYOtherRevenueAmt
CY Other Revenue	$1,221,553	CYOtherRevenueAmt
PY Total Revenue	$132,107,742	PYTotalRevenueAmt
CY Total Revenue	$140,599,054	CYTotalRevenueAmt
PY Grants And Similar Paid	$47,968,285	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$52,419,628	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$47,182,409	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$51,788,243	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,121,824	CYTotalFundraisingExpenseAmt
PY Other Expenses	$37,484,058	PYOtherExpensesAmt
CY Other Expenses	$36,351,899	CYOtherExpensesAmt
PY Total Expenses	$132,634,752	PYTotalExpensesAmt
CY Total Expenses	$140,559,770	CYTotalExpensesAmt
PY Revenues Less Expenses	-$527,010	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$39,284	CYRevenuesLessExpensesAmt
Total Assets BOY	$297,626,077	TotalAssetsBOYAmt
Total Assets EOY	$375,692,320	TotalAssetsEOYAmt
Total Liabilities BOY	$74,152,094	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$113,104,807	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$223,473,983	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$262,587,513	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	MORAVIAN UNIVERSITY'S REVOLUTIONARY EXPERIENCE IS FOCUSED ON CREATING A COMMUNITY OF LEARNERS WHERE STUDENTS WORK CLOSELY WITH PROFESSORS TO DEVELOP SKILLS AND HABITS, INTEGRATING THEM INTO PROFESSIONAL CAREERS THROUGH EXPERIENTIAL LEARNING. BY FOCUSING ON THE SKILLS OF COMMUNICATION, ANALYSIS, TEAMWORK AND LEADERSHIP, ETHICAL REASONING, GLOBAL AWARENESS, AND CRITICAL THINKING, MORAVIAN UNIVERSITY PREPARES STUDENTS WITH THE TRANSFERABLE SKILLS NEEDED FOR ANY CAREER. A MORAVIAN EDUCATION IS UNIQUE IN ITS USE OF HISTORY, SKILL OF REFLECTIVITY, AND ITS ENCOURAGEMENT TO BE PRODUCERS. THE FOUNDERS OF MORAVIAN UNIVERSITY WERE PRODUCERS AS WELL AS EDUCATORS, SO A MORAVIAN EDUCATION FOCUSES ON THE PRODUCTION OF NEW KNOWLEDGE, MUSIC, LITERATURE, ART, AND TECHNOLOGY. STUDENTS PUT ALL THESE SKILLS INTO PRACTICE THROUGH UNDERGRADUATE RESEARCH, STUDY ABROAD, INTERNSHIPS, CO-OPS, CERTIFICATES, AND FIRST PROFESSIONAL GRADUATE DEGREES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$114,351,221	ExpenseAmt
Grant	$52,264,459	GrantAmt
Revenue	$107,782,535	RevenueAmt
Desc	MASTER'S COLLEGE AND UNIVERSITY: SMALL: MORAVIAN UNIVERSITY OPERATES AN INDEPENDENT, RESIDENTIAL UNIVERSITY AFFILIATED WITH THE MORAVIAN CHURCH IN AMERICA. THE UNIVERSITY OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS TO PREPARE STUDENTS FOR ADVANCED STUDY AND CONTINUOUS LEARNING, INDIVIDUAL ACHIEVEMENT, AND LEADERSHIP AND SERVICE FOR THE COMMON GOOD. MORAVIAN UNIVERSITY AND ITS THEOLOGICAL SEMINARY EDUCATE STUDENTS FROM A VARIETY OF BACKGROUNDS. DURING THE YEAR ENDED JUNE 30, 2024, THE UNIVERSITY HAD ENROLLMENT OF 2,109 FULL-TIME EQUIVALENT STUDENTS IN THE UNDERGRADUATE PROGRAM AND 635 FULL-TIME EQUIVALENT STUDENTS IN THE GRADUATE PROGRAMS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,128,696	ExpenseAmt
Grant	$155,169	GrantAmt
Revenue	$543,677	RevenueAmt
Desc	THEOLOGICAL SEMINARY: MORAVIAN THEOLOGICAL SEMINARY OFFERS GRADUATE DEGREES AND CONTINUING EDUCATION PROGRAMS TO PREPARE STUDENTS FOR EFFECTIVE LEADERSHIP AND SERVICE IN CONGREGATIONAL, COUNSELING, CHAPLAINCY, TEACHING, AND OTHER MINISTRIES. THE SEMINARY IS ROOTED IN THE MORAVIAN FAITH TRADITION-CENTERED IN JESUS CHRIST, GROUNDED IN SCRIPTURE, ECUMENICAL IN SPIRIT, COMMITTED TO COMMUNITY, AND FOCUSED ON MISSIONAL LEADERSHIP. AVERAGE FULL-TIME EQUIVALENT ENROLLMENT FOR THE YEAR ENDED JUNE 30, 2024, WAS 23.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$10,352,809	ExpenseAmt
Revenue	$13,740,037	RevenueAmt
Desc	AUXILIARY ENTERPRISES: MORAVIAN UNIVERSITY PROVIDES TEXTBOOKS, EDUCATIONAL MATERIALS AND SUPPLIES THROUGH ITS BOOKSTORE, LIVING ACCOMMODATIONS THROUGH ITS DORMITORIES AND NUTRITIOUS MEALS THROUGH ITS FOOD SERVICES TO THE STUDENTS LISTED IN PART III, LINES 4A AND 4B.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$125,832,726	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	Yes (1)	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	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	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	3545	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	1739	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	50	GoverningBodyVotingMembersCnt
Independent Voting Member	45	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

Field	Value	IRS element (for citing)
Person	RACHAEL LYALL	PersonNm
Phone	6108611304	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1200 MAIN STREET	AddressLine1Txt
City	BETHLEHEM	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18018	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (61 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	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
BRIAN H OSWALD
CHAIR	2.00	0.50	Yes (X)	Yes (X)	$0	$0	$0
DEBORAH MCKINNON
SECRETARY	1.50	0.00	Yes (X)	Yes (X)	$0	$0	$0
RAY S BISHOP JR
TREASURER	2.00	0.50	Yes (X)	Yes (X)	$0	$0	$0
DR CURTIS H BARNETTE
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
C J BROWN
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
TODD BATESON
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
BRIAN J CORVINO
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
THOMAS IKE
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
MICHAEL M ELLIS
UNVIERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
ROBERT FLICKER
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
REV MELISSA L JOHNSON
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
HILARY WANDALL
UNVIERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
ANDREW W HART
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
DAVID JONES
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
MICHAEL LAZARI KARAPETIAN
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
DR WILLIAM S SCHANINGER JR
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
DR HONNIE P SPENCER
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
DAVID ZINCZENKO
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
HUGH NORWOOD
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
REV DR CORNELIUS ROUTH
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
MICHAEL STOUDT JR
UNVIERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
REV DR ELIZABETH D MILLER
UNIVERSITY/SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
BRIAN R BODAGER
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
BISHOP HOPETON CLENNON
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
REV JUDITH GANZ
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
REV DR EILEEN EDWARDS
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
REV DR AMY GOHDES-LUHMAN
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
JOSEPH KROBOTH
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
REV DR NOLA REED KNOUSE
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
W KIRK SANDERS
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
REV KATIE VAN DER LINDEN
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
REV F JEFRREY VANORDEN
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
HELEN KURCZYNSKI
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
REV DR JANICE M YOUNG
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
REV FRAN SPIER SAYLOR
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
REV DR DION CHRISTOPHER
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
SOPHIA Z RIVERA
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
BYRNESE ELIZABETH CRAIG
SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$1,871	$0	$0
ZOEY BRONSON
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
REV DAVID E BENNETT
UNIVERSITY/SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
PLACIDO CORPORA
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
AL PAPE
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
ANGELA DELGROSSO STEIN
TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
KAHRON WALKER
UNIVERSITY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
RALPH J WANAMAKER SR
UNIVERSITY/SEMINARY TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
SONIA N AZIZ
TRUSTEE/DEAN SCHOOL OF BUSINESS	40.00	0.00	Yes (X)		$85,875	$0	$27,583
KATHERINE H RAGSDALE
TRUSTEE/INT VP & DEAN SCHOOL OF THEOLOGY	40.00	0.00	Yes (X)		$52,086	$0	$3,177
DR BRYON L GRISBY
PRESIDENT/CEO	40.00	1.00	Yes (X)	Yes (X)	$494,112	$0	$78,786
PAULETTE DORNEY
ASSOCIATE PROFESSOR	40.00	0.00	Yes (X)		$103,061	$0	$28,557
CHARLESS RIDDICK WEBER
ASSOCIATE DEAN	40.00	0.00	Yes (X)		$75,803	$0	$27,308
MARK F REED
VP FINANCE & ADMINISTRATION/CFO	40.00	1.00		Yes (X)	$218,298	$0	$18,840
CAROL A TRAUPMAN-CARR
PROVOST & DEAN OF FACULTY	40.00	0.00		Yes (X)	$185,285	$0	$83,198
ELAINE C DEITCH
CHIEF OF STAFF	40.00	0.00		Yes (X)	$119,505	$0	$30,970
NICOLE LOYD
EVP UNIV LIFE/COO/DEAN STUDENTS	40.00	1.00			$229,579	$0	$27,901	Yes (X)
JILL CATHERINE ANDERSON
VP DEVELOPMENT & ALUMNI ENGAGEMENT	40.00	0.00			$218,620	$0	$40,888	Yes (X)
DAVID JAMES BRANDES
VP & CHIEF INFORMATION OFFICER	40.00	0.00			$170,675	$0	$12,882	Yes (X)
SCOTT T DAMS
VP FOR ENROLLMENT & MARKETING	40.00	0.00			$191,664	$0	$42,443		Yes (X)
JAMES REECE SCIFERS
ASSOC. PROVOST/DEAN COLLEGE OF HEALTH	40.00	0.00			$161,942	$0	$40,395		Yes (X)
GENE CHRISTOPHER HUNT
VP & DEAN FOR INCLUSIVE EXCELLENCE	40.00	0.00			$147,579	$0	$38,902		Yes (X)
JENNIFER L OSTROWSKI
PROFESSOR OF ATHLETIC TRAINING	40.00	0.00			$152,038	$0	$19,444		Yes (X)
FREDA GINSBERG
DEAN SCHOOL BEHAVIORAL & COMM. HEALTH	40.00	0.00			$144,591	$0	$20,975		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,752,584	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$542,249	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	48	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
SUPER HEAT INC
4421 N DELAWARE DR	PORTLAND	PA	18351	HVAC SERVICES	$3,818,216
SPARK451 INC
PO BOX 845764	BOSTON	MA	02284	DIGITAL MEDIA	$1,083,523
CSI INTERNATIONAL INC
105 TERRY DR STE 116	NEWTOWN	PA	18222	CUSTODIAL SERVICES	$882,924
SODEXO INC & AFFILIATES
4880 PAYSPHERE CIRCLE	CHICAGO	IL	60674	FOOD SERVICE MANAGEMENT	$516,899
ROBERT K ACE JR CONSTRUCTION LLC
220 LEARN RD	TANNERSVILLE	PA	18372	CONSTRUCTION SERVICES	$515,408

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	38	CntrctRcvdGreaterThan100KCnt
Fundraising	$77,847	FundraisingAmt
Government Grants	$1,546,607	GovernmentGrantsAmt
All Other Contributions	$10,098,870	AllOtherContributionsAmt
Noncash Contributions	$2,639,882	NoncashContributionsAmt
Total Contributions	$11,723,324	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION & FEES	611310	$107,786,789	$107,786,789
DORMITORY FEES & RENTALS	611310	$6,885,789	$6,885,789
BOARD REVENUE	611310	$6,715,582	$6,715,582
MISC. EDUCATION PROGRAM FEES	611310	$357,273	$357,273
FEDERAL ADMIN REIMBURSEMENT	611310	$155,690	$155,690

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$26,460	TotalRevenueColumnAmt
Related Or Exempt Func Income	$26,460	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$121,927,583	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,707,057	TotalRevenueColumnAmt
Unrelated Business Revenue	$148,355	UnrelatedBusinessRevenueAmt
Exclusion	$3,558,702	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$880,198	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$578,802	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$301,396	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$301,396	TotalRevenueColumnAmt
Related Or Exempt Func Income	$138,666	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$30,303	UnrelatedBusinessRevenueAmt
Exclusion	$132,427	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$21,049,000	SecuritiesAmt
Other	$24,405	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$16,137,621	SecuritiesAmt
Other	$2,916,247	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$4,911,379	SecuritiesAmt
Other	-$2,891,842	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,019,537	TotalRevenueColumnAmt
Exclusion	$2,019,537	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$85,462	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$77,847	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$89,200	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$3,738	TotalRevenueColumnAmt
Exclusion	-$3,738	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
MISCELLANEOUS INCOME	900099	$427,678	$427,678
STUDENT FEES & FINES	611310	$213,439	$213,439
COMMISSIONS	900099	$212,350	$212,350

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$70,428	TotalRevenueColumnAmt
Exclusion	$70,428	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$923,895	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$140,599,054	TotalRevenueColumnAmt
Related Or Exempt Func Income	$122,066,249	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$178,658	UnrelatedBusinessRevenueAmt
Exclusion	$6,630,823	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$52,419,628	TotalAmt
Program Services	$52,419,628	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,464,958	TotalAmt
Program Services	$1,238,061	ProgramServicesAmt
Management And General	$961,538	ManagementAndGeneralAmt
Fundraising	$265,359	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$36,340,866	TotalAmt
Program Services	$31,153,489	ProgramServicesAmt
Management And General	$3,937,024	ManagementAndGeneralAmt
Fundraising	$1,250,353	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,888,934	TotalAmt
Program Services	$1,619,685	ProgramServicesAmt
Management And General	$204,507	ManagementAndGeneralAmt
Fundraising	$64,742	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$8,384,034	TotalAmt
Program Services	$7,070,645	ProgramServicesAmt
Management And General	$988,789	ManagementAndGeneralAmt
Fundraising	$324,600	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,709,451	TotalAmt
Program Services	$2,271,965	ProgramServicesAmt
Management And General	$330,464	ManagementAndGeneralAmt
Fundraising	$107,022	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$1,031,568	TotalAmt
Program Services	$1,031,568	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$250,512	TotalAmt
Program Services	$168	ProgramServicesAmt
Management And General	$250,344	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$140,082	TotalAmt
Management And General	$140,082	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$648,431	TotalAmt
Management And General	$648,431	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,255,309	TotalAmt
Program Services	$389,450	ProgramServicesAmt
Management And General	$745,859	ManagementAndGeneralAmt
Fundraising	$120,000	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,039,614	TotalAmt
Program Services	$344,895	ProgramServicesAmt
Management And General	$694,667	ManagementAndGeneralAmt
Fundraising	$52	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,534,831	TotalAmt
Program Services	$1,180,609	ProgramServicesAmt
Management And General	$335,623	ManagementAndGeneralAmt
Fundraising	$18,599	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,027,374	TotalAmt
Program Services	$1,234,228	ProgramServicesAmt
Management And General	$793,146	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,628,420	TotalAmt
Program Services	$3,628,420	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,483,119	TotalAmt
Program Services	$1,407,983	ProgramServicesAmt
Management And General	$60,290	ManagementAndGeneralAmt
Fundraising	$14,846	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,930,988	TotalAmt
Program Services	$1,804,943	ProgramServicesAmt
Management And General	$126,045	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$8,912,707	TotalAmt
Program Services	$8,280,211	ProgramServicesAmt
Management And General	$632,496	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$797,064	TotalAmt
Program Services	$797,064	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
FOOD SERVICES	$4,907,280	$4,878,944	$28,336
ATHLETICS OTHER COSTS	$779,547	$779,547
RESTRICTED EXPENDITURES	$675,664	$355,312	$108,713	$211,639
STUDENT RECRUITING	$652,374	$652,374

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,657,015	TotalAmt
Program Services	$3,293,537	ProgramServicesAmt
Management And General	$618,866	ManagementAndGeneralAmt
Fundraising	$744,612	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$140,559,770	TotalAmt
Program Services	$125,832,726	ProgramServicesAmt
Management And General	$11,605,220	ManagementAndGeneralAmt
Fundraising	$3,121,824	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,424	BOYAmt
EOY	$5,976	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$10,111,791	BOYAmt
EOY	$12,625,322	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$8,708,333	BOYAmt
EOY	$8,515,656	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,850,877	BOYAmt
EOY	$4,318,969	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,056,740	BOYAmt
EOY	$999,931	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$4,141,483	BOYAmt
EOY	$2,332,695	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$275,085,974	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$142,804,369	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$120,810,599	BOYAmt
EOY	$132,281,605	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$97,982,118	BOYAmt
EOY	$122,689,373	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$41,675,028	BOYAmt
EOY	$45,543,721	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$5,443,894	BOYAmt
EOY	$5,334,508	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,842,790	BOYAmt
EOY	$41,044,564	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$297,626,077	BOYAmt
EOY	$375,692,320	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$5,564,674	BOYAmt
EOY	$7,471,429	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$5,630,475	BOYAmt
EOY	$5,391,268	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$56,397,282	BOYAmt
EOY	$93,635,670	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$6,559,663	BOYAmt
EOY	$6,606,440	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$74,152,094	BOYAmt
EOY	$113,104,807	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	$84,015,293	BOYAmt
EOY	$87,233,285	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$139,458,690	BOYAmt
EOY	$175,354,228	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$223,473,983	BOYAmt
EOY	$262,587,513	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$297,626,077	BOYAmt
EOY	$375,692,320	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$39,284	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$10,422,634	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$28,651,612	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)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Preservation Public Use	Yes (X)	PreservationPublicUseInd
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Total Easements	1	TotalEasementsCnt
Total Acreage	65.00	TotalAcreageCnt
Historic Structure Easements	0	HistoricStructureEasementsCnt
Historic Strctr Easements Aftr	0	HistoricStrctrEasementsAftrCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	100.00	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$0	ExpensesIncurredEnforcementAmt

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$172	RevenuesIncludedAmt
Assets Included	$5,019,445	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$138,435,595	BeginningYearBalanceAmt
Contributions	$21,442,250	ContributionsAmt
Investment Earnings Or Losses	$16,973,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,939,838	GrantsOrScholarshipsAmt
Other Expenditures	$5,898,254	OtherExpendituresAmt
Administrative Expenses	$648,432	AdministrativeExpensesAmt
End Year Balance	$167,364,321	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$132,816,550	BeginningYearBalanceAmt
Contributions	$2,573,462	ContributionsAmt
Investment Earnings Or Losses	$9,306,691	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,476,856	GrantsOrScholarshipsAmt
Other Expenditures	$3,193,408	OtherExpendituresAmt
Administrative Expenses	$590,844	AdministrativeExpensesAmt
End Year Balance	$138,435,595	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$142,723,466	BeginningYearBalanceAmt
Contributions	$2,588,312	ContributionsAmt
Investment Earnings Or Losses	-$6,707,709	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,219,424	GrantsOrScholarshipsAmt
Other Expenditures	$2,977,495	OtherExpendituresAmt
Administrative Expenses	$590,600	AdministrativeExpensesAmt
End Year Balance	$132,816,550	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$111,383,420	BeginningYearBalanceAmt
Contributions	$3,706,961	ContributionsAmt
Investment Earnings Or Losses	$33,200,374	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,110,143	GrantsOrScholarshipsAmt
Other Expenditures	$2,948,992	OtherExpendituresAmt
Administrative Expenses	$508,154	AdministrativeExpensesAmt
End Year Balance	$142,723,466	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$115,010,908	BeginningYearBalanceAmt
Contributions	$539,501	ContributionsAmt
Investment Earnings Or Losses	-$379,148	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,966,152	GrantsOrScholarshipsAmt
Other Expenditures	$3,354,664	OtherExpendituresAmt
Administrative Expenses	$467,025	AdministrativeExpensesAmt
End Year Balance	$111,383,420	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.16000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.84000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,321,805	OtherCostOrOtherBasisAmt
Book Value	$7,321,805	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$167,593,591	OtherCostOrOtherBasisAmt
Depreciation	$76,532,501	DepreciationAmt
Book Value	$91,061,090	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$56,154,780	OtherCostOrOtherBasisAmt
Depreciation	$43,696,968	DepreciationAmt
Book Value	$12,457,812	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$44,015,798	OtherCostOrOtherBasisAmt
Depreciation	$22,574,900	DepreciationAmt
Book Value	$21,440,898	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$132,281,605	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	ALTERNATIVE INVESTMENTS (HEDGE/PE/ASSET)	Desc
Book Value	$45,543,721	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$45,543,721	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
INVESTMENT INCOME RECEIVABLE	$614,129
DEPOSITS WITH TRUSTEE UNDER DEBT AGREEMENT	$33,830,989
SPLIT INTEREST AGREEMENTS	$6,546,515
OTHER RECEIVABLE	$52,931

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$41,044,564	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
REFUNDABLE FEDERAL LOANS	$185,655
ANNUITIES PAYABLE	$1,552,784
ACCUM. POST RETIREMENT BENEFIT	$113,391
CAPITALIZED LEASE OBLIGATIONS	$3,158,851
MISC. OTHER LIABILITIES	$1,595,759

Field	Value	IRS element (for citing)
Total Liability	$6,606,440	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, LINE 5:	THE UNIVERSITY ACQUIRED THE CONSERVATION EASEMENT PROPERTY THROUGH A RETAINED LIFE ESTATE AGREEMENT. THERE IS A WRITTEN POLICY REGARDING THE CONSERVATION EASEMENT.
PART II, LINE 9:	IT IS INCLUDED IN LAND ON THE BALANCE SHEET.
PART III, LINE 4:	MORAVIAN UNIVERSITY'S PERMANENT COLLECTION CONSISTS OF ART WORKS IN VARYING MEDIA (PAINTING, PRINTS, SCULPTURE, DIGITAL, ETC.) THE COLLECTION, AS WELL AS OTHER TRAVELING EXHIBITIONS, ARE DISPLAYED IN THE PAYNE GALLERY OF THE UNIVERSITY. THE PAYNE GALLERY PROMOTES THE POWER OF THE ARTS TO INSPIRE AND EDUCATE PEOPLE AND TO ENRICH THEIR LIVES. TO THIS PURPOSE, THE PAYNE GALLERY BUILDS AND MAINTAINS EXEMPLARY ART COLLECTIONS AND PRODUCES A WIDE VARIETY OF CHALLENGING AND INNOVATIVE EXHIBITIONS, AND STIMULATING EDUCATIONAL PROGRAMS. AS AN INTEGRAL PART OF THE UNIVERSITY, THE PAYNE GALLERY ADVANCES TEACHING AND LEARNING AND IS CONCEIVED AS AN EXTENSION OF UNDERGRADUATE STUDENTS' EDUCATION IN ART BY EXPOSING THEM TO STYLES AND TECHNIQUES WHICH THEY DO NOT LEARN IN THE CLASSROOM. IN ADDITION, THE PAYNE GALLERY SERVES AS A CATALYST FOR CREATIVE ENGAGEMENT BETWEEN THE UNIVERSITY AND LOCAL, STATE AND NATIONAL AUDIENCES.
PART V, LINE 4:	THE UNIVERSITY'S ENDOWMENT CONSISTS OF AN ARRAY OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING SCHOLARSHIPS, PRIZES AND OTHER OPERATIONAL SUPPORT. IT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY AUTHORITATIVE GUIDANCE, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS.
PART X, LINE 2:	MORAVIAN UNIVERSITY AND MUHI QUALIFY AS TAX-EXEMPT, NONPROFIT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THERE IS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. THE UNIVERSITY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2024 AND 2023.

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

THERE ARE SEVERAL LINKS TO THE MORAVIAN UNIVERSITY NON-DISCRIMINATION STATEMENT ON THE UNIVERSITY'S PUBLIC WEBSITE, WWW.MORAVIAN.EDU, WHICH CAN BE VIEWED BY ANYONE AT ANY TIME. A LINK CAN BE FOUND ON THE WEBSITE HOME PAGE UNDER RESOURCES AND UNDER INSTITUTIONAL POLICIES. THERE IS ALSO A LINK TO THE NON-DISCRIMINATION STATEMENT ON THE STUDENT HANDBOOK WEB PAGE.

SCHEDULE E, PART I, LINE 6

THE UNIVERSITY RECEIVES NATIONAL SCIENCE FOUNDATION GRANTS. STUDENTS ATTENDING THE UNIVERSITY PARTICIPATE IN FEDERAL FAMILY EDUCATION LOANS, DIRECT STUDENT LOANS, PELL GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, FEDERAL WORK STUDY PROGRAM, THE ACADEMIC COMPETITIVENESS GRANT AND THE NATIONAL SMART GRANT, US DEPARTMENT OF VETERANS AFFAIRS AND US DEPARTMENT OF HEALTH AND HUMAN SERVICES PROGRAMS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	$25,607,402
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	$51,387	STUDY ABROAD & EDUCATIONAL TRIPS
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SERVICES	$153,418	STUDY ABROAD & EDUCATIONAL TRIPS
SOUTH ASIA	PROGRAM SERVICES	$1,850	STUDENT RECRUITING SUPPLIES

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	$25,814,057	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$25,814,057	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF CLASSIC	Event1Nm
Gross Receipts Event1	$163,309	GrossReceiptsEvent1Amt
Charitable Contri Event1	$77,847	CharitableContriEvent1Amt
Gross Revenue Event1	$85,462	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$6,920	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$76,704	RentFacilityCostsEvent1Amt
Other Direct Expenses Event1	$5,576	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$163,309	GrossReceiptsTotalAmt
Charitable Contributions Tot	$77,847	CharitableContributionsTotAmt
Gross Revenue Total Events	$85,462	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$6,920	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$76,704	RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events	$5,576	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$89,200	DirectExpenseSummaryEventsAmt
Net Income Summary	-$3,738	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 AND GRANTS FOR VARIOUS STUDENTS	GrantTypeTxt
Recipient	2018	RecipientCnt
Cash Grant	$52,419,628	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	MORAVIAN UNIVERSITY FOLLOWS STATE AND FEDERAL REGULATIONS IN ADMINISTERING SCHOLARSHIPS AND GRANTS AS WELL AS INSTITUTIONAL POLICY WHEN ADMINISTERING UNIVERSITY FUNDS. THE UNIVERSITY FOLLOWS FEDERAL METHODOLOGY TO DETERMINE THE FINANCIAL NEED FOR AWARDING FEDERAL FUNDS AND NEED-BASED INSTITUTIONAL FUNDS. ALL STUDENTS APPLYING FOR FINANCIAL AID FOLLOW AN ANNUAL APPLICATION PROCESS BY COMPLETING THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). FILES ARE REVIEWED FOR CONFLICTING INFORMATION AND TO COMPLETE REQUIRED VERIFICATION OF APPLICATION DATA. MORAVIAN CREDITS ALL FINANCIAL AID AWARDS, EXCEPT FOR WORK STUDY, DIRECTLY TO STUDENTS' RECEIVABLE ACCOUNT OFFSETTING CHARGES FOR TUITION, FEES AND CAMPUS ROOM AND BOARD. CHANGES IN STUDENT ENROLLMENT STATUS ARE REVIEWED TO ENSURE THAT STUDENTS REMAIN ELIGIBLE FOR FINANCIAL AID AND AWARDS ARE ADJUSTED AS NECESSARY. ANY REFUNDS FROM STUDENT ACCOUNTS ARE DONE IN COMPLIANCE WITH STATE AND FEDERAL REGULATIONS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	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
DR BRYON L GRISBY
PRESIDENT/CEO	$423,519	$0	$65,961	$0	$4,632	$0	$26,400	$0	$52,386	$0	$572,898	$0	$0	$0
CAROL A TRAUPMAN-CARR
PROVOST & DEAN OF FACULTY	$185,285	$0	$0	$0	$0	$0	$15,449	$0	$67,749	$0	$268,483	$0	$0	$0
JILL CATHERINE ANDERSON
VP DEVELOPMENT & ALUMNI ENGAGEMENT	$218,620	$0	$0	$0	$0	$0	$18,261	$0	$22,627	$0	$259,508	$0	$0	$0
NICOLE LOYD
EVP UNIV LIFE/COO/DEAN STUDENTS	$229,579	$0	$0	$0	$0	$0	$18,484	$0	$9,417	$0	$257,480	$0	$0	$0
MARK F REED
VP FINANCE & ADMINISTRATION/CFO	$218,298	$0	$0	$0	$0	$0	$17,439	$0	$1,401	$0	$237,138	$0	$0	$0
SCOTT T DAMS
VP FOR ENROLLMENT & MARKETING	$191,664	$0	$0	$0	$0	$0	$15,906	$0	$26,537	$0	$234,107	$0	$0	$0
JAMES REECE SCIFERS
ASSOC. PROVOST/DEAN COLLEGE OF HEALT	$161,942	$0	$0	$0	$0	$0	$12,439	$0	$27,956	$0	$202,337	$0	$0	$0
GENE CHRISTOPHER HUNT
VP & DEAN FOR INCLUSIVE EXCELLENCE	$147,579	$0	$0	$0	$0	$0	$12,405	$0	$26,497	$0	$186,481	$0	$0	$0
DAVID JAMES BRANDES
VP & CHIEF INFORMATION OFFICER	$170,675	$0	$0	$0	$0	$0	$12,594	$0	$288	$0	$183,557	$0	$0	$0
JENNIFER L OSTROWSKI
PROFESSOR OF ATHLETIC TRAINING	$152,038	$0	$0	$0	$0	$0	$9,744	$0	$9,700	$0	$171,482	$0	$0	$0
FREDA GINSBERG
DEAN SCHOOL BEHAVIORAL & COMM. HEALT	$144,591	$0	$0	$0	$0	$0	$11,637	$0	$9,338	$0	$165,566	$0	$0	$0
ELAINE C DEITCH
CHIEF OF STAFF	$119,505	$0	$0	$0	$0	$0	$10,000	$0	$20,970	$0	$150,475	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	MORAVIAN UNIVERSITY PROVIDES HOUSING TO THE PRESIDENT OF THE UNIVERSITY. THE HOUSE IS ADJACENT TO THE CAMPUS, AND THE UNIVERSITY REQUIRES, AS A CONDITION OF EMPLOYMENT, THAT THE PRESIDENT RESIDE THERE. THIS IS NOT TAXABLE INCOME. ALSO, THE UNIVERSITY MAINTAINS A SOCIAL CLUB MEMBERSHIP IN THE NAME OF THE PRESIDENT. THE SOCIAL CLUB IS USED BY THE PRESIDENT AND ANY PERSONAL CHARGES ARE REIMBURSED TO THE UNIVERSITY MONTHLY. THE UNIVERSITY PROVIDES LIMITED HOUSEKEEPING SERVICES FOR THE PRESIDENT RELATIVE TO UNIVERSITY FUNCTIONS. ACCORDINGLY, THE SOCIAL CLUB MEMBERSHIP AND LIMITED HOUSEKEEPING SERVICES ARE NOT INCLUDED IN TAXABLE INCOME.
PART I, LINE 4B	THE PRESIDENT PARTICIPATES IN A SUPPLEMENTAL 457B NON-QUALIFIED PLAN.
PART I, LINE 7	THE PRESIDENT'S VARIABLE COMPENSATION WAS PAID BASED UPON CRITERIA DETERMINED BY THE BOARD OF TRUSTEES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
REVEDELOPMENT AUTHORITY OF THE CITY OF BETHLEHEM
A	246002422	087470AZ3	2022-04-05	$12,313,172	REFUNDING OF 2012 BOND ISSUE (04/04/2012)	0	0	0
NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
B	231971754	66353LCC9	2013-01-31	$9,999,015	RENOVATIONS TO EXISTING HALL OF SCIENCE	0	0	0
NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
C	231971754	66353LDA2	2016-02-04	$31,276,463	SEE PART VI	0	0	0
REVEDELOPMENT AUTHORITY OF THE CITY OF BETHLEHEM
D	246002422	087470AP5	2021-12-22	$5,757,639	REFUNDING OF 2019 BOND ISSUE (06/12/2019) USED FOR CAPITAL PROJECTS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capital ExpendituresCapitalExpendituresAmt
A	$1,865,000	$12,313,172	$209,360	$12,099,203	2001	Yes (1)	Yes (1)	Yes (1)
B	$2,695,000	$9,999,015	$171,101		2013	0	Yes (1)	Yes (1)	$9,827,914
C	$4,610,000	$31,276,463	$338,224	$3,510,893	2017	Yes (1)	Yes (1)	Yes (1)	$27,427,346
D	$380,000	$5,757,639	$95,582	$5,659,002	2020	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 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	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
B	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
C	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
D	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	Yes (1)
B	Yes (1)	0	Yes (1)
C	Yes (1)	0	Yes (1)
D	Yes (1)	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART I, LINE C	DESCRIPTION OF PURPOSE: CONSTRUCT NEW TURF FIELD AND HEALTH SCIENCE BLDG. REFINANCE 2011 ISSUE. EQUITY PURCHASE OF MUHI.
SCHEDULE K, PART IV LINE 2	NCGPA 2012 BOND FINAL ARBITRAGE COMPUTATION PERFORMED ON 4/13/22. NO FURTHER REBATE CALCS ARE DUE. NCGPA 2013 BOND FINAL ARBITRAGE COMPUTATION PERFORMED ON 1/31/18. NO FURTHER REBATE CALCS ARE DUE. NCGPA 2016 BOND FINAL ARBITRAGE COMPUTATION PERFORMED ON 1/17/18. NO FURTHER REBATE CALCS ARE DUE. RACB 2019 BOND FINAL ARBITRAGE COMPUTATION PERFORMED ON 03/22/21. NO FURTHER REBATE CALCS ARE DUE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	REVEDELOPMENT AUTHORITY OF THE CITY OF BETHLEHEM	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	246002422	BondIssuerEIN
CUSIP	087470BX7	CUSIPNum
Bond Issued	2024-05-29	BondIssuedDt
Issue Price	$41,403,075	IssuePriceAmt
Purpose	CONSTRUCTION AND RENOVATION OF THE HAUPERT UNION BUILDING	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Total Proceeds	$41,403,075	TotalProceedsAmt
Issuance Costs From Proceeds	$404,774	IssuanceCostsFromProceedsAmt
Capital Expenditures	$3,633,303	CapitalExpendituresAmt
Refunding Tax Exempt Bonds	0	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	0	RefundingTaxableBondsInd
Final Allocation Made	0	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Private Bus Use By Others	0.00000	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.00000	PrivateBusConcerningUBIPct
Total Private Business Use	0.00000	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	Yes (1)	ExceptionToRebateInd
No Rebate Due	0	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VARIOUS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship With Org	TRUSTEE	RelationshipWithOrgTxt
Cash Grant	$159,427	CashGrantAmt
Type Of Assistance	NEED BASED SCHOLARSHIPS	TypeOfAssistanceTxt
Assistance Purpose	UNIVERSITY ATTENDANCE	AssistancePurposeTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$171	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$2	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	15	ContributionCnt
Noncash Contributions Rpt F990	$1,093,162	NoncashContributionsRptF990Amt
Method Of Determining Revenues	NYSE	MethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$1,500,004	NoncashContributionsRptF990Amt
Method Of Determining Revenues	COST	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	EQUIPMENT	36	$40,754	APPRAISAL
Yes (X)	AUCTION ITEMS	5	$4,632	COST
Yes (X)	SUPPLIES	4	$1,157	COST

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	MORAVIAN UNIVERSITY ("INSTITUTION") RECOGNIZE THAT THE GOVERNANCE ROLE OF THE JOINT BOARD OF TRUSTEES ("BOARD OR "TRUSTEES") INCLUDES THE ANNUAL REVIEW OF THE FORM 990. ACCORDINGLY, THE INSTITUTION REQUIRES REVIEW OF THE FORM 990 BY THE BOARD PRIOR TO ITS FILING ON AN ANNUAL BASIS. THE REVIEW PROCESS INCLUDES THE OPPORTUNITY FOR TRUSTEES TO PROVIDE FEEDBACK AND REQUIRES DOCUMENTED RESPONSES FROM MANAGEMENT THAT ADDRESS TRUSTEE QUESTIONS AND CONCERNS. THE PROCESS, AS OUTLINED BELOW, MUST BE COMPLETED NO LATER THAN THE 15TH DAY OF THE 11TH MONTH FOLLOWING THE FISCAL YEAR ENDING PERIOD (ASSUMING ALL EXTENSIONS HAVE BEEN TIMELY FILED). WITH EXTENSIONS FILED, FOR A JUNE 30TH FISCAL YEAR END, THE PROCESS MUST BE COMPLETED AND THE 990 MUST BE FILED NO LATER THAN MAY 15TH OF THE FOLLOWING YEAR. A BOARD RESOLUTION IS NOT REQUIRED FOR THE FORM 990 TO BE FILED. PROCESS: 1. MANAGEMENT SHALL BE RESPONSIBLE FOR ASSEMBLING, PREPARING AND INPUTTING ALL REQUIRED INFORMATION NECESSARY FOR FILLING OUT THE ONLINE FORM 990. 2. INITIAL DRAFT SHALL BE REVIEWED BY MANAGEMENT FOR ACCURACY. ACCURACY OF THE INITIAL DRAFT SHALL BE VERIFIED BY MANAGEMENT THROUGH: * ENSURING THE ACCURACY OF THE CONTENT INPUT * ENSURING THAT THE CONTENT INPUT IS PROPERLY REFLECTED IN THE INITIAL DRAFT 3. ANY CHANGES BY MANAGEMENT TO THE INITIAL DRAFT SHALL BE INCORPORATED WHERE APPROPRIATE, AND A REVISED DRAFT ("REVISED DRAFT") OF THE FORM 990 WILL BE GENERATED. 4. MANAGEMENT SHALL ENSURE THAT CHANGES TO THE INITIAL DRAFT ARE PROPERLY REFLECTED IN THE REVISED DRAFT AND THAT THE REVISED DRAFT, WITH THE ACCURACY OF THE CONTENT NOW VERIFIED BY MANAGEMENT, IS SUITABLE FOR THE BOARD TO DO A PROPER REVIEW. 5. IN A TIMEFRAME SUFFICIENTLY IN ADVANCE OF THE DUE DATE, MANAGEMENT WILL MAKE THE REVISED DRAFT AVAILABLE FOR REVIEW TO ALL MEMBERS OF THE AUDIT COMMITTEE OF THE BOARD. MANAGEMENT WILL MAKE THE FORM 990 AVAILABLE TO THE COMMITTEE MEMBERS VIA A SECURE TRUSTEE WEBSITE. 6. WHEN THE COMMITTEE MEMBERS HAVE HAD AN OPPORTUNITY TO SUFFICIENTLY REVIEW THE FORM 990, THE AUDIT COMMITTEE SHALL MEET WITH MANAGEMENT (IN PERSON OR VIA TELECONFERENCE) TO DISCUSS CONTENT OF THE REVISED DRAFT AND PRESENT ANY RECOMMENDED CHANGES. RECOMMENDED CHANGES WILL BE INCORPORATED INTO THE FORM 990 AS APPROPRIATE, AND A FINAL DRAFT ("FINAL DRAFT") WILL BE COMPLETED. ANY QUESTIONS OR RECOMMENDED CHANGES BY THE AUDIT COMMITTEE SHALL BE DOCUMENTED ALONG WITH MANAGEMENT RESPONSES ("FEEDBACK"). 7. THE AUDIT COMMITTEE SHALL MAKE THE FINAL DRAFT AND FEEDBACK AVAILABLE FOR REVIEW TO ALL TRUSTEES. THE FINAL DRAFT WILL BE MADE AVAILABLE TO THE TRUSTEES VIA A SECURE TRUSTEE WEBSITE. TRUSTEES SHALL BE NOTIFIED OF THE FILING DATE AT THE TIME THE FINAL DRAFT IS POSTED TO THE TRUSTEE WEBSITE. COMMENTS FROM TRUSTEES MUST BE FORWARDED TO MANAGEMENT NO LESS THAN 7 DAYS PRIOR TO THE FILING DATE. RECOMMENDED CHANGES WILL BE INCORPORATED INTO THE FORM 990 AS APPROPRIATE, AND A FINAL RETURN ("FINAL RETURN") WILL BE GENERATED. CHANGES AND COMMENTS WILL BE DOCUMENTED AND POSTED TO THE TRUSTEE WEBSITE. 8. UPON FILING WITH THE IRS, THE FINAL RETURN SHALL BE POSTED TO THE TRUSTEE WEBSITE.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICTS OF INTEREST FORMS FOR ALL EMPLOYEES, SUBJECT TO THE CONFLICT-OF-INTEREST POLICY, ARE INITIALLY SUBMITTED TO THE OFFICE OF HUMAN RESOURCES. THE DIRECTOR OF HUMAN RESOURCE ASSESSES WHETHER ACTION OR MONITORING IS REQUIRED, SOLICITING THE OPINION OF THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, IF NECESSARY. ALL CONFLICTS THAT ARE DISCLOSED ARE REPORTED TO THE AUDIT COMMITTEE AND THE GOVERNANCE COMMITTEE AT LEAST ANNUALLY. CONFLICT OF INTEREST FORMS FOR TRUSTEES ARE SUBMITTED TO, AND REVIEWED BY, THE OFFICE OF THE PRESIDENT. PERSONS ARE REQUIRED TO COMPLY WITH THE POLICY AND DISCLOSE AND ANNOUNCE ANY CONFLICT AND ABSTAIN FROM INVOLVEMENT IN ANY DECISION WHERE THE CONFLICT WOULD APPLY.
FORM 990, PART VI, SECTION B, LINE 15	PURPOSE: THE JOINT EXECUTIVE COMMITTEE SHALL DETERMINE THE INSTITUTION'S EXECUTIVE COMPENSATION PHILOSOPHY AND ESTABLISH SUCH GUIDELINES, RULES AND PROCEDURES AS NECESSARY FOR THE PROPER AND EFFICIENT ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAM ("ECP"). THE JOINT EXECUTIVE COMMITTEE SHALL DETERMINE THAT THE ECP IS APPROPRIATE IN VIEW OF THE MISSION AND TAX-EXEMPT STATUS OF MORAVIAN UNIVERSITY, AND THAT ITS COMPENSATION AND BENEFITS ARE REASONABLE AND NOT EXCESSIVE. IT SHALL EVALUATE THE PRESIDENT, AND DETERMINE THE COMPENSATION OF THE PRESIDENT, AND SHALL REVIEW AND APPROVE ALL OTHER FORMS OF EXECUTIVE COMPENSATION AND BENEFITS SUBJECT TO APPROVAL BY THE BOARDS AND SHALL REPORT ITS ACTIONS IN FULL TO THE JOINT BOARD, UNIVERSITY BOARD, AND SEMINARY BOARD ANNUALLY. TO THAT END, THE COMMITTEE SHALL REVIEW AND APPROVE ALL FORMS OF EXECUTIVE COMPENSATION AND BENEFITS IN A MANNER NECESSARY TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE INTERMEDIATE SANCTIONS RULES OF SECTION 4958 OF THE INTERNAL REVENUE CODE. MEMBERSHIP: THERE SHALL BE A JOINT EXECUTIVE COMMITTEE OF THE JOINT BOARD OF TRUSTEES WHICH SHALL CONSIST OF THE FOLLOWING: THE CHAIR AND VICE CHAIR OF THE BOARD OF UNIVERSITY TRUSTEES, THE CHAIR AND VICE CHAIR OF THE BOARD OF SEMINARY TRUSTEES, THE PRESIDENT OF THE CORPORATION, THE SECRETARY OF THE CORPORATION AND THE TREASURER OF THE CORPORATION; EITHER THE NORTHERN OR SOUTHERN PROVINCE PRESIDENT; AND SUCH ADDITIONAL MEMBERS, IF ANY, ELECTED BY THE JOINT BOARD (FROM THE UNIVERSITY BOARD AND FROM THE SEMINARY BOARD). THE CHAIR OF THE JOINT EXECUTIVE COMMITTEE SHALL BE THE CHAIR OF THE UNIVERSITY BOARD OF TRUSTEES, AND THE VICE CHAIR SHALL BE THE CHAIR OF THE SEMINARY BOARD OF TRUSTEES. THE EXECUTIVES WHOSE COMPENSATION WILL BE APPROVED BY THE COMMITTEE CURRENTLY CONSIST OF THE INDIVIDUALS IN THE FOLLOWING POSITIONS: - THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, CFO; - THE PROVOST AND DEAN OF FACULTY; - THE EXECUTIVE VICE PRESIDENT FOR UNIVERSITY LIFE AND DEAN OF STUDENTS, COO; - THE VICE PRESIDENT FOR DEVELOPMENT AND ALUMNI ENGAGEMENT; - THE VICE PRESIDENT FOR ENROLLMENT AND MARKETING; - VICE PRESIDENT AND GENERAL COUNSEL; - THE VICE PRESIDENT AND DEAN OF THE SEMINARY; - VICE PRESIDENT AND DEAN FOR INCLUSIVE EXCELLENCE; - CHIEF INFORMATION OFFICER, VICE PRESIDENT; - DIRECTOR OF ATHLETICS & RECREATION. FROM TIME TO TIME THE COMMITTEE IN ITS DISCRETION MAY AMEND THIS LIST TO ADD/SUBTRACT INDIVIDUALS AS DETERMINED BY NEW RECRUITMENTS, PROMOTIONS, REALIGNMENT IN ORGANIZATIONAL STRUCTURE AND THE LIKE. COMPENSATION PHILOSOPHY: THE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY TO ESTABLISH AND MAINTAIN A COMPENSATION PACKAGE THAT WILL ENABLE THE INSTITUTION TO ATTRACT, RETAIN, MOTIVATE AND REWARD THE MANAGEMENT TEAM LEADERSHIP NEEDED TO SUCCESSFULLY ACCOMPLISH THE INSTITUTION'S MISSION AND STRATEGIC AND OPERATIONAL GOALS. THE FOLLOWING WILL PROVIDE THE NECESSARY GUIDELINES TO ACCOMPLISH THIS OBJECTIVE: - A TOTAL COMPENSATION CONCEPT WILL BE USED EMPLOYING A COMBINATION OF BASE SALARY, BENEFITS, DEFERRED COMPENSATION AND OTHER PERQUISITES AS MAY BE NEEDED FROM TIME TO TIME TO MAINTAIN A COMPETITIVE POSITION WITH PEER INSTITUTIONS. THE COMMITTEE ALSO HAS THE AUTHORITY TO IMPLEMENT OTHER METHODS OF COMPENSATION, E.G. VARIABLE PAY, AS MAY BE NECESSARY FROM TIME TO TIME TO ATTRACT AND RETAIN QUALIFIED EXECUTIVES. - BASE SALARY WILL BE TARGETED AS A MINIMUM AT THE 50TH PERCENTILE OF SIMILAR POSITIONS FOR EXPERIENCED PROFESSIONALS AS REPORTED ANNUALLY BY CUPA HR (MORAVIAN UNIVERSITY AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES) FOR BACCALAUREATE INSTITUTIONS. WAGE LEVELS FOR THE SPECIFIC EXECUTIVES LISTED PREVIOUSLY SHALL BE ESTABLISHED AND MAINTAINED BASED UPON GENERAL EXPERIENCE, SPECIFIC PERFORMANCE, AND OVERALL CONTRIBUTION TO THE SUCCESS OF THE INSTITUTION. ANNUAL REVIEWS WILL TAKE PLACE PRIOR TO JULY 1 EACH YEAR. - THE OVERALL GOAL SHALL BE TO MAINTAIN EQUITY AND FAIRNESS IN COMPENSATION DEMONSTRATED THROUGH COMPARABILITY WITH PEERS AND THROUGH THE CONSISTENT APPLICATION OF PRINCIPLES. - DEFERRED COMPENSATION AND PERQUISITE OPPORTUNITIES MAY BE DEVELOPED TO OPTIMIZE ANY TAX DEFERRAL OPPORTUNITIES THAT EXIST WITHIN THE TAX CODE AND TO BE COMPETITIVE WITH PEER INSTITUTIONS. - THIS PHILOSOPHY SHALL APPLY IN NEARLY ALL CASES, EXCEPT IN THOSE VERY RARE CIRCUMSTANCES WHEN IT IS NECESSARY TO RECRUIT AND RETAIN HIGHLY MARKET SENSITIVE POSITIONS. SUCH EXCEPTIONS WILL BE CAREFULLY DOCUMENTED. COMMITTEE RESPONSIBILITIES: THE COMMITTEE HAS THE RESPONSIBILITY TO: - SET THE EXECUTIVE COMPENSATION PHILOSOPHY AND OBTAIN APPROVAL FROM THE BOARD OF TRUSTEES. - IMPLEMENT A PROCESS FOR EVALUATION OF THE PRESIDENT AND HIS/HER SENIOR STAFF. - THE PRESIDENT'S EVALUATION SHALL BE CARRIED OUT BY THE CHAIR OF THE JOINT BOARD AND BROUGHT TO THE ATTENTION OF THE COMMITTEE. - THE PRESIDENT'S EVALUATION SHALL INCLUDE CONSIDERATIONS OF CURRENT YEAR PERFORMANCE REVIEW, 360 REVIEWS FROM THE PRESIDENT'S SENIOR STAFF, AND INPUT FROM EVERY BOARD MEMBER (OPTIONAL) VIA A STANDARD PERFORMANCE EVALUATION FORM. - THE PRESIDENT SHALL SUBMIT HIS/HER CURRENT YEAR PERFORMANCE EVALUATION OF EACH ONE OF THE SENIOR STAFF TO THE COMMITTEE. THIS EVALUATION SHALL BE BASED ON REGULAR ANNUAL PERFORMANCE REVIEW, 360 REVIEWS AND INPUT FROM EACH COMMITTEE CHAIR OF THE TWO BOARD(S) WHO ANNUALLY SHALL SUBMIT TO THE PRESIDENT AN EVALUATION OF THE SENIOR STAFF MEMBER WHO SUPPORTS THAT COMMITTEE. - THE PRESIDENT WILL RECOMMEND SALARY ADJUSTMENTS FOR HIS SENIOR STAFF TO THE COMMITTEE FOR REVIEW AND APPROVAL. - SET, MONITOR AND REVIEW THE COMPENSATION OF THE PRESIDENT. - APPROVE THE PRESIDENT'S COMPENSATION RECOMMENDATIONS OF THE MEMBERS OF HIS/HER SENIOR LEADERSHIP TEAM. - ENSURE THAT SAID COMPENSATION IS REASONABLE AND WITHIN THE BOUNDS OF IRS CODE 4958 (INTERMEDIATE SANCTIONS). IN REACHING THIS JUDGMENT THE COMMITTEE SEEKS OUT EXPERT OPINION, MARKET ANALYSIS AND MAY RETAIN AN INDEPENDENT CONSULTANT FOR THIS PURPOSE. - ESTABLISH, MONITOR AND DETERMINE ACCOMPLISHMENT OF PAY AWARD GOALS FOR THE PRESIDENT. - APPROVE ACCOMPLISHMENT OF PAY AWARD GOALS FOR OTHER EXECUTIVES, AS APPLICABLE. - RESOLVE AND DETERMINE ALL DISPUTES OR QUESTIONS ARISING UNDER THE PROGRAM, INCLUDING THE POWER TO DETERMINE THE RIGHTS OF EXECUTIVES AND TO REMEDY ANY AMBIGUITIES, INCONSISTENCIES OR OMISSIONS. - AMEND OR RESTRUCTURE THE PROGRAM AT ANY TIME AND FOR ANY REASON. - INFORM THE BOARD OF TRUSTEES AND THE JOINT EXECUTIVE COMMITTEE AS APPROPRIATE. - ASSURE COMPLIANCE WITH IRS REGULATIONS INCLUDING APPROVAL OF THE TOP FIVE (5) PAID POSITIONS.
FORM 990, PART VI, SECTION C, LINE 19	FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNIVERSITY WEBSITE (WWW.MORAVIAN.EDU). GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 228,355. NET ASSETS TRANSFERRED FROM SEMINARY 28,423,257.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
MORAVIAN UNIVERSITY HOUSING INC
1200 MAIN STREET	BETHLEHEM	PA	18018	260466209	TO PROVIDE HOUSING AND CLASSROOM SPACE	PA	501(C)(3)	LINE 10	MORAVIAN UNIVERSITY	Yes (1)
ALPHA ALPHA ALPHA
1200 MAIN STREET	BETHLEHEM	PA	18018	831922082	PROVIDE SUPPORT FOR 1ST-GENERATION STUDENTS WITHIN & ACROSS UNIVERSITY CHAP.	PA	501(C)(3)	LINE 10	MORAVIAN UNIVERSITY	Yes (1)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (1)	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	Yes (1)	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	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
MORAVIAN UNIVERSITY HOUSING INC
K	$50,279	COST
MORAVIAN UNIVERSITY HOUSING INC
L	$577,742	COST
MORAVIAN UNIVERSITY HOUSING INC
R	$68,466	COST