CALDWELL UNIVERSITY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CALDWELL UNIVERSITY INC (EIN 22-1500483)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202511359349310401
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T13:27:34-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 TICE BOULEVARD SUITE 315 | AddressLine1Txt |
| City | WOODCLIFF LAKE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07677 | 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 | 221500483 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALDWELL UNIVERSITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALD | BusinessNameControlTxt |
| Phone | 9736183230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 BLOOMFIELD AVENUE | AddressLine1Txt |
| City | CALDWELL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070066195 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GALVIN | PersonNm |
| Person Title | CFO AND VP, FINANCE | PersonTitleTxt |
| Phone | 9736183230 | PhoneNum |
| Signature | 2025-05-15 | 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 | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2017129800 | PhoneNum |
| Preparation | 2025-05-15 | 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 | JEFFREY D SENESE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 BLOOMFIELD AVENUE | AddressLine1Txt |
| City | CALDWELL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070066195 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $83,685,564 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CALDWELL.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO PREPARE STUDENTS THROUGH THE LIBERAL ARTS AND PROFESSIONAL STUDIES TO THINK CRITICALLY, PURSUE TRUTH, AND CONTRIBUTE TO A JUST SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 869 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,301,548 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,398,745 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $71,869,036 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $68,587,876 | CYProgramServiceRevenueAmt |
| PY Investment Income | $408,317 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,543,977 | CYInvestmentIncomeAmt |
| PY Other Revenue | $46,998 | PYOtherRevenueAmt |
| CY Other Revenue | $177,372 | CYOtherRevenueAmt |
| PY Total Revenue | $76,625,899 | PYTotalRevenueAmt |
| CY Total Revenue | $74,707,970 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $34,214,681 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,069,320 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,174,789 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,608,023 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $20,200 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,289,169 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,136,250 | PYOtherExpensesAmt |
| CY Other Expenses | $20,044,049 | CYOtherExpensesAmt |
| PY Total Expenses | $77,525,720 | PYTotalExpensesAmt |
| CY Total Expenses | $76,741,592 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$899,821 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,033,622 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,028,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,070,069 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,325,675 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,841,945 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,702,480 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,228,124 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED IN 1939 BY THE SISTERS OF SAINT DOMINIC, CALDWELL UNIVERSITY PROMOTES INTELLECTUAL, SPIRITUAL, AND AESTHETIC GROWTH TO A DIVERSE POPULATION AND WELCOMES ALL CULTURES AND FAITH TRADITIONS. INSPIRED BY ST. DOMINIC DE GUZMAN AND OUR CATHOLIC HERITAGE, WE MAKE A DIFFERENCE IN THE LIVES OF OUR STUDENTS AND PREPARE THEM THROUGH THE LIBERAL ARTS AND PROFESSIONAL STUDIES TO THINK CRITICALLY, PURSUE TRUTH, AND CONTRIBUTE TO A JUST SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $64,540,856 | ExpenseAmt |
| Grant | $33,069,320 | GrantAmt |
| Revenue | $68,587,876 | RevenueAmt |
| Desc | IN THE FALL 2023 TERM, THE UNIVERSITY SERVED A DIVERSE BODY OF 1,447 UNDERGRADUATE AND 416 GRADUATE STUDENTS. SIXTEEN PERCENT OF UNIVERSITY STUDENTS IDENTIFIED AS BLACK OR AFRICAN AMERICAN, TWENTY-EIGHT PERCENT AS HISPANIC OF ANY RACE, FOUR PERCENT AS ASIAN, AND ONE PERCENT AS MULTIRACIAL. CALDWELL UNIVERSITY WAS RECOGNIZED BY THE U.S. DEPARTMENT OF EDUCATION AS A HISPANIC-SERVING INSTITUTION IN MARCH 2020. WOMEN COMPRISE SIXTY PERCENT OF THE UNIVERSITY'S UNDERGRADUATE STUDENTS AND SEVENTY-EIGHT PERCENT OF GRADUATE STUDENTS. THIRTEEN PERCENT OF CALDWELL STUDENTS ARE INTERNATIONAL STUDENTS REPRESENTING THIRTY-NINE COUNTRIES, INCLUDING A SIZEABLE GROUP OF STUDENTS FROM NEPAL. FOUR HUNDRED SIXTEEN STUDENTS LIVE ON CAMPUS. EIGHTY-SEVEN PERCENT OF CALDWELL STUDENTS ARE FROM NEW JERSEY WITH ANOTHER NINETEEN STATES AND TERRITORIES REPRESENTED. EIGHTY-THREE PERCENT OF STUDENTS ATTEND FULL-TIME WHILE SEVENTEEN ATTEND PART-TIME.A 15:1 STUDENT TO FACULTY RATIO HIGHLIGHTS THE INDIVIDUALIZED MENTORSHIP AND INSTRUCTION THAT CHARACTERIZE A CALDWELL EDUCATION. TO ENABLE ACCESS TO THE UNIVERSITY FOR ALL DESERVING STUDENTS, CALDWELL CONTRIBUTED OVER $34M OF TOTAL FINANCIAL AID FOR SCHOLARSHIPS, GRANTS, AND OTHER AID. NINETY-EIGHT PERCENT OF STUDENTS RECEIVE SOME TYPE OF FINANCIAL AID (FEDERAL, STATE, LOANS, INSTITUTIONAL, AND/OR PRIVATE). STUDENTS CHOOSE CALDWELL BECAUSE OF ITS NATIONALLY RECOGNIZED PROGRAMS; SMALL CLASS SIZES; LOW TUITION; GENEROUS FINANCIAL AID; SECURE AND BEAUTIFUL CAMPUS; EMPHASIS ON DEVELOPING GLOBAL CITIZENS; PERSONALIZED ATTENTION AND ADVISING; VIBRANT STUDENT CLUBS AND ACTIVITIES; CONVENIENT AND FLEXIBLE CLASS SCHEDULES; STRONG ACADEMIC SUPPORT SERVICES; AND A LOCATION IN ONE OF NEW JERSEY'S BEST TOWNS WITH CLOSE PROXIMITY TO NEW YORK CITY. NINETY-FIVE PERCENT OF RECENT BACHELOR'S DEGREE EARNERS ARE WORKING OR ENROLLED IN FURTHER EDUCATION. CALDWELL OFFERS OVER THIRTY UNDERGRADUATE DEGREE PROGRAMS AND OVER THIRTY GRADUATE DEGREE AND CERTIFICATE PROGRAMS, INCLUDING DOCTORAL PROGRAMS IN EDUCATION LEADERSHIP AND A DOCTORAL PROGRAM IN APPLIED BEHAVIOR ANALYSIS, THE FIRST IN NEW JERSEY. NEW ACADEMIC PROGRAMS ADDED INCLUDE A RANGE OF PROFESSIONAL CERTIFICATES IN BUSINESS AND COMMUNICATIONS FIELDS. RECENT ATHLETIC AND STUDENT LIFE PROGRAMS LAUNCHED RECENTLY INCLUDE MEN'S RUGBY AND WOMEN'S ACROBATIC AND TUMBLING HAVE PROVEN POPULAR. ADDITIONAL ACADEMIC PROGRAMS AND SERVICES INCLUDE PROFESSIONAL AND PEER TUTORING; ACADEMIC COACHING; CAREER DEVELOPMENT SERVICES; A LEARNING COMMUNITY FOR UNDERPREPARED STUDENTS; AN HONORS PROGRAM; ACADEMIC INTERNSHIPS; AND THE EOF MENTORING AND FINANCIAL SUPPORT PROGRAM FOR STUDENTS FROM DISADVANTAGED BACKGROUNDS.CALDWELL WAS REACCREDITED IN 2015 BY THE MIDDLE STATES COMMISSION FOR HIGHER EDUCATION AND RECEIVED TWO COMMENDATIONS FROM THE COMMISSION FOR THE QUALITY OF ITS SELF-STUDY REPORT AND FOR THE INCLUSIVITY OF ITS PROCESS. SPECIALIZED ACCREDITATION FURTHER ATTESTS TO PROGRAM QUALITY AND VIGOR, PROVIDING GRADUATES WITH A DIFFERENTIATED CAREER CREDENTIAL AND ENABLING THEM TO STAND OUT COMPETITIVELY DURING HIRING AND ACCEPTANCE INTO ADVANCED DEGREE PROGRAMS. SPECIALIZED ACCREDITORS THAT HAVE AWARDED ACCREDITATION TO CALDWELL'S PROGRAMS INCLUDE THE ACCREDITATION COUNCIL FOR BUSINESS SCHOOLS AND PROGRAMS; COUNCIL FOR ACCREDITATION OF COUNSELING AND RELATED EDUCATION PROGRAMS; TEACHER EDUCATION ACCREDITATION COUNCIL; COMMISSION ON COLLEGIATE NURSING EDUCATION, COMMISSION ON ACCREDITATION OF ALLIED HEALTH EDUCATION PROGRAMS AND THE ASSOCIATION FOR BEHAVIOR ANALYSIS INTERNATIONAL. CALDWELL OFFERS ONE OF ONLY TWO CACREP-ACCREDITED ART THERAPY PROGRAMS IN THE NATION. CALDWELL IS A LEADER IN APPLIED BEHAVIOR ANALYSIS, A SCIENTIFIC DISCIPLINE KNOWN TO HELP CHILDREN WITH AUTISM SPECTRUM DISORDERS. THE COLLEGE'S STATE-OF-THE-ART AUTISM CENTER BENEFITS CHILDREN AND THEIR FAMILIES IN NEW JERSEY. | Desc |
| Total Program Service Expenses | $64,540,856 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 89 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 869 | 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | 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 | MICHAEL GALVIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9736183230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 BLOOMFIELD AVENUE | AddressLine1Txt |
| City | CALDWELL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070066195 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY SENESE PHD | |||||||||
| PRESIDENT, EFF. 7/2023 | 40.00 | 0.01 | Yes (X) | Yes (X) | $144,722 | $0 | $48,692 | ||
| BRIAN J ALOIA ESQ | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SR DONNA CIANGIO OP | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARY SELLITTO-CURCIO | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN M BARABAS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRY C BEATTY ESQ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH CHALAS BERMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES BERNAICHE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MAUREEN T BEZER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STANLEY P BOROWIEC | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| OLGA BRADFORD ESQ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA M BROMBERG ESQ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD R COLLINS ESQ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TANYA L FREEMAN ESQ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH J GILMORE | |||||||||
| TRUSTEE, THRU 3/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SR MARY JOHN KEARNEY OP | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SR MARY EILEEN O'BRIEN OP PHD | |||||||||
| TRUSTEE, THRU 12/2023 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| OSBERT ORDUNA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK OSINSKI ESQ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLOS POMARES | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SR LUELLA RAMM OP | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LEON G SMITH JR MD | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SR PATRICIA TAVIS OP | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| IVONNE VALDES | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURITA MCGREEVY WARNER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KETAN N GANDHI | |||||||||
| VP, FINANCE, THRU 8/2023 | 40.00 | 0.01 | Yes (X) | $141,087 | $0 | $3,641 | |||
| SHEILA O'ROURKE | |||||||||
| VP, ADMINISTRATION & OPERATIONS | 40.00 | 0.00 | Yes (X) | $199,860 | $0 | $49,452 | |||
| JORGE L RODRIGUEZ | |||||||||
| VP, STRATEGIC INITATIVES | 40.00 | 0.00 | Yes (X) | $139,387 | $0 | $44,966 | |||
| ELLINA CHERNOBILSKY | |||||||||
| INTERIM VP, ACADEMIC AFFAIRS | 40.00 | 0.00 | Yes (X) | $162,153 | $0 | $85,043 | |||
| SCOTT KOSKOSKI | |||||||||
| VP, PHILANTHROPY & ENGAGEMENT | 40.00 | 0.00 | Yes (X) | $177,705 | $0 | $8,782 | |||
| JOSE R RODRIGUEZ | |||||||||
| VP, STUDENT LIFE & DEAN OF STUDENTS | 40.00 | 0.00 | Yes (X) | $120,989 | $0 | $872 | |||
| MICHAEL J GALVIN | |||||||||
| CFO AND VP, FINANCE EFF. 4/2024 | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILLIP A KEEFE | |||||||||
| VP, INST. ADVANCEMENT EFF. 4/2024 | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON REEVE | |||||||||
| PROFESSOR | 40.00 | 0.00 | $201,988 | $0 | $59,168 | Yes (X) | |||
| RUTH M DEBAR | |||||||||
| PROFESSOR | 40.00 | 0.00 | $183,755 | $0 | $19,127 | Yes (X) | |||
| TINA M SIDENER | |||||||||
| PROFESSOR | 40.00 | 0.00 | $178,262 | $0 | $46,610 | Yes (X) | |||
| JASON C VLADESCU | |||||||||
| CLINICAL SUPERVISOR, ABA (PT) | 40.00 | 0.00 | $183,723 | $0 | $19,032 | Yes (X) | |||
| JOAN H MORIARTY | |||||||||
| PROFESSOR | 40.00 | 0.00 | $128,800 | $0 | $7,321 | Yes (X) | |||
| MATTHEW WHELAN EDD | |||||||||
| FORMER PRESIDENT | 0.00 | 0.00 | $203,408 | $0 | $32,062 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,165,839 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $424,768 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| GOURMET DINING SERVICES LLC | |||||
| 2 WILLIAM MORRIESEY BOULEVARD | DORCHESTER | MA | 02125 | FOOD SERVICES | $1,127,263 |
| 3 ENROLLMENT MARKETING INC | |||||
| 352 MAIN STREET 333 | ONEONTA | NY | 13820 | ENROLLMENT MARKETING SERVICES | $280,417 |
| JENZABAR INC | |||||
| PO BOX 845588 | BOSTON | MA | 022845588 | INFORMATION TECHNOLOGY SERVICES | $278,689 |
| 1800PRINT MECOM LLC | |||||
| PO BOX 461 | NEW PROVIDENCE | NJ | 07974 | PRINTING SERVICES | $269,361 |
| FUSCON ENTERPRISE INC | |||||
| 414 CENTRAL AVENUE | WESTFIELD | NJ | 070912595 | CONSTRUCTION SERVICES | $262,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $89,953 | FundraisingAmt |
| Government Grants | $3,196,447 | GovernmentGrantsAmt |
| All Other Contributions | $1,112,345 | AllOtherContributionsAmt |
| Noncash Contributions | $116,106 | NoncashContributionsAmt |
| Total Contributions | $4,398,745 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611710 | $61,190,990 | $61,190,990 |
| AUXILIARY SERVICES | 611710 | $6,406,136 | $6,406,136 |
| AUTISM CENTER | 611710 | $990,750 | $990,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $68,587,876 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $640,088 | TotalRevenueColumnAmt |
| Exclusion | $640,088 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $180,179 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $180,179 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,179 | TotalRevenueColumnAmt |
| Exclusion | $180,179 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,790,162 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,886,273 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $903,889 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $903,889 | TotalRevenueColumnAmt |
| Exclusion | $903,889 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $66,394 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $89,953 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $89,886 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$23,492 | TotalRevenueColumnAmt |
| Exclusion | -$23,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $1,435 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,435 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REWARDS | 900099 | $18,750 | $18,750 |
| MISCELLANEOUS INCOME | 900099 | $1,935 | $1,935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,685 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,707,970 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,587,876 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,721,349 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,069,320 | TotalAmt |
| Program Services | $33,069,320 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,462,726 | TotalAmt |
| Program Services | $476,265 | ProgramServicesAmt |
| Management And General | $807,761 | ManagementAndGeneralAmt |
| Fundraising | $178,700 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,765 | TotalAmt |
| Program Services | $97,765 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,074,056 | TotalAmt |
| Program Services | $13,638,684 | ProgramServicesAmt |
| Management And General | $2,987,193 | ManagementAndGeneralAmt |
| Fundraising | $448,179 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,198 | TotalAmt |
| Program Services | $133,608 | ProgramServicesAmt |
| Fundraising | $2,590 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,487,521 | TotalAmt |
| Program Services | $2,917,531 | ProgramServicesAmt |
| Management And General | $414,295 | ManagementAndGeneralAmt |
| Fundraising | $155,695 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,349,757 | TotalAmt |
| Program Services | $1,052,810 | ProgramServicesAmt |
| Management And General | $229,459 | ManagementAndGeneralAmt |
| Fundraising | $67,488 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,737 | TotalAmt |
| Management And General | $67,737 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,095 | TotalAmt |
| Management And General | $163,095 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,200 | TotalAmt |
| Fundraising | $20,200 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,152 | TotalAmt |
| Management And General | $35,152 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,958,763 | TotalAmt |
| Program Services | $4,283,646 | ProgramServicesAmt |
| Management And General | $640,592 | ManagementAndGeneralAmt |
| Fundraising | $34,525 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,304 | TotalAmt |
| Program Services | $81,799 | ProgramServicesAmt |
| Management And General | $317,505 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $968,487 | TotalAmt |
| Program Services | $692,025 | ProgramServicesAmt |
| Management And General | $256,171 | ManagementAndGeneralAmt |
| Fundraising | $20,291 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,360 | TotalAmt |
| Management And General | $560,360 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,485,379 | TotalAmt |
| Program Services | $2,064,241 | ProgramServicesAmt |
| Management And General | $385,057 | ManagementAndGeneralAmt |
| Fundraising | $36,081 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,776 | TotalAmt |
| Program Services | $277,946 | ProgramServicesAmt |
| Management And General | $76,565 | ManagementAndGeneralAmt |
| Fundraising | $12,265 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,110 | TotalAmt |
| Program Services | $88,381 | ProgramServicesAmt |
| Management And General | $218,824 | ManagementAndGeneralAmt |
| Fundraising | $85,905 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,154 | TotalAmt |
| Program Services | $559,922 | ProgramServicesAmt |
| Management And General | $177,591 | ManagementAndGeneralAmt |
| Fundraising | $16,641 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,634,818 | TotalAmt |
| Program Services | $1,956,224 | ProgramServicesAmt |
| Management And General | $620,455 | ManagementAndGeneralAmt |
| Fundraising | $58,139 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,141 | TotalAmt |
| Program Services | $5,182 | ProgramServicesAmt |
| Management And General | $646,959 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCATIONAL PROGRAMS | $2,547,948 | $1,904,022 | $550,982 | $92,944 |
| EQUIPMENT | $1,361,017 | $667,923 | $665,111 | $27,983 |
| BAD DEBT EXPENSE | $933,211 | $933,211 | ||
| REPAIRS AND MAINTENANCE | $433,105 | $351,699 | $74,432 | $6,974 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,492 | TotalAmt |
| Program Services | $221,863 | ProgramServicesAmt |
| Management And General | $83,060 | ManagementAndGeneralAmt |
| Fundraising | $24,569 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,741,592 | TotalAmt |
| Program Services | $64,540,856 | ProgramServicesAmt |
| Management And General | $10,911,567 | ManagementAndGeneralAmt |
| Fundraising | $1,289,169 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,903,015 | BOYAmt |
| EOY | $7,477,758 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,295 | BOYAmt |
| EOY | $603,032 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,573,751 | BOYAmt |
| EOY | $524,296 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,823,544 | BOYAmt |
| EOY | $2,290,781 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $758,538 | BOYAmt |
| EOY | $589,746 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $84,094,653 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,875,590 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,731,786 | BOYAmt |
| EOY | $31,219,063 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,220,543 | BOYAmt |
| EOY | $12,947,656 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,495,683 | BOYAmt |
| EOY | $3,417,737 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,028,155 | BOYAmt |
| EOY | $59,070,069 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $967,485 | BOYAmt |
| EOY | $2,266,541 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,510,146 | BOYAmt |
| EOY | $3,669,009 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,543,541 | BOYAmt |
| EOY | $17,897,205 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,687 | BOYAmt |
| EOY | $8,754 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,307 | BOYAmt |
| EOY | $638,040 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,931,509 | BOYAmt |
| EOY | $5,362,396 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,325,675 | BOYAmt |
| EOY | $29,841,945 | 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 | $21,971,355 | BOYAmt |
| EOY | $19,038,313 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,731,125 | BOYAmt |
| EOY | $10,189,811 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,702,480 | BOYAmt |
| EOY | $29,228,124 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,028,155 | BOYAmt |
| EOY | $59,070,069 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,033,622 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $496,987 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $62,279 | 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 | $11,669,094 | BeginningYearBalanceAmt |
| Contributions | $314,088 | ContributionsAmt |
| Investment Earnings Or Losses | $1,650,729 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $232,536 | OtherExpendituresAmt |
| End Year Balance | $13,401,375 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,143,228 | BeginningYearBalanceAmt |
| Contributions | $519,855 | ContributionsAmt |
| Investment Earnings Or Losses | $1,165,295 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $159,284 | OtherExpendituresAmt |
| End Year Balance | $11,669,094 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,750,428 | BeginningYearBalanceAmt |
| Contributions | $905,329 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,345,133 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $167,396 | OtherExpendituresAmt |
| End Year Balance | $10,143,228 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,188,671 | BeginningYearBalanceAmt |
| Contributions | $3,724,624 | ContributionsAmt |
| Investment Earnings Or Losses | $2,133,472 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $296,339 | OtherExpendituresAmt |
| End Year Balance | $10,750,428 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,735,709 | BeginningYearBalanceAmt |
| Contributions | $394,592 | ContributionsAmt |
| Investment Earnings Or Losses | $191,931 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $133,561 | OtherExpendituresAmt |
| End Year Balance | $5,188,671 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45986 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.39749 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14265 | 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 | $1,151,370 | OtherCostOrOtherBasisAmt |
| Book Value | $1,151,370 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,743,365 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,700,822 | DepreciationAmt |
| Book Value | $27,042,543 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,990,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,174,768 | DepreciationAmt |
| Book Value | $2,815,432 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $209,718 | OtherCostOrOtherBasisAmt |
| Book Value | $209,718 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,219,063 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $1,965,903 |
| RIGHT OF USE ASSETS - OPERATING LEASES | $822,574 |
| LIFE INSURANCE CASH SURRENDER VALUE | $368,980 |
| OTHER ASSETS | $260,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,417,737 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED SETTLEMENT PAYABLE | $2,529,000 |
| RELATED PARTY LINE OF CREDIT | $2,000,000 |
| LEASE LIABILITIES FOR OPERATING LEASES | $833,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,362,396 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,252,405 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $496,987 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $151,920 | OtherRevenueAmt |
| Revenue Not Reported | $648,907 | RevenueNotReportedAmt |
| Revenue Subtotal | $41,603,498 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $35,152 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $33,069,320 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $33,104,472 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $74,707,970 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,726,761 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $89,641 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $89,641 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,637,120 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $35,152 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $33,069,320 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $33,104,472 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $76,741,592 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO GENERATE INVESTMENT INCOME USED FOR FINANCIAL AID AND CAPITAL PROJECTS AND IMPROVEMENTS. |
| PART X, LINE 2: | THE UNIVERSITY HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2024 AND 2023. THE UNIVERSITY'S FEDERAL AND STATE TAX FILINGS PRIOR TO FISCAL 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS INCOME AND EXPENSES NETTED AGAINST REVENUE 89,641. CHANGE IN LIFE INSURANCE CASH SURRENDER VALUE 62,279. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP ASSISTANCE REPORTED ON PART IX, LINE 2 33,069,320. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS INCOME AND EXPENSES NETTED AGAINST REVENUE 89,641. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP ALLOWANCES REPORTED ON PART IX, LINE 2 33,069,320. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE SCHOOL PUBLICIZED ITS RACIALLY NONDISCRIMNATORY POLICY AT THE BOTTOM OF ITS HOMEPAGE ON ITS PUBLIC WEBSITE. ADDITIONALLY, THE SCHOOL PUBLICIZED ITS RACIALLY NONDISCRIMNATORY POLICY THROUGH NEWSPAPERS OF GENERAL CIRCULATION. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FINANCIAL AID FROM VARIOUS GOVERNMENTAL SOURCES INCLUDING FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS AND THE EDUCATIONAL OPPORTUNITY FUND (EOF) OF NEW JERSEY. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCALLISTER & QUINN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1625 EYE STREET NW SUITE 750 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT WRITERS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $20,200 | RetainedByContractorAmt |
| Net To Organization | -$20,200 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $20,200 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$20,200 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PRESIDENTIAL GALA | Event1Nm |
| Gross Receipts Event1 | $114,117 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $63,942 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $50,175 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $53,557 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $9,517 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $39,550 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $25,011 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $14,539 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,640 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $7,471 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $5,191 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,680 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,000 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,680 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $5,390 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $120 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $156,347 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $89,953 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $66,394 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $62,197 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,861 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,828 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $89,886 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$23,492 | 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 FINANCIAL AID | GrantTypeTxt |
| Recipient | 1656 | RecipientCnt |
| Cash Grant | $33,069,320 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY APPLIES SCHOLARSHIPS AND FINANCIAL AID DIRECTLY TO STUDENT ACCOUNTS TO LOWER OR ELIMINATE OUTSTANDING BALANCES. NINETY-EIGHT PERCENT OF STUDENTS RECEIVE SOME TYPE OF FINANCIAL AID. | 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 | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHARON REEVE | ||||||||||||||
| PROFESSOR | $201,877 | $0 | $0 | $0 | $111 | $0 | $1,786 | $0 | $57,382 | $0 | $261,156 | $0 | $0 | $0 |
| SHEILA O'ROURKE | ||||||||||||||
| VP, ADMINISTRATION & OPERATIONS | $199,090 | $0 | $0 | $0 | $770 | $0 | $14,000 | $0 | $35,452 | $0 | $249,312 | $0 | $0 | $0 |
| ELLINA CHERNOBILSKY | ||||||||||||||
| INTERIM VP, ACADEMIC AFFAIRS | $161,650 | $0 | $0 | $0 | $503 | $0 | $3,316 | $0 | $81,727 | $0 | $247,196 | $0 | $0 | $0 |
| MATTHEW WHELAN EDD | ||||||||||||||
| FORMER PRESIDENT | $198,012 | $0 | $0 | $0 | $5,396 | $0 | $3,865 | $0 | $28,197 | $0 | $235,470 | $0 | $0 | $0 |
| TINA M SIDENER | ||||||||||||||
| PROFESSOR | $178,160 | $0 | $0 | $0 | $102 | $0 | $0 | $0 | $46,610 | $0 | $224,872 | $0 | $0 | $0 |
| RUTH M DEBAR | ||||||||||||||
| PROFESSOR | $183,694 | $0 | $0 | $0 | $61 | $0 | $1,674 | $0 | $17,453 | $0 | $202,882 | $0 | $0 | $0 |
| JASON C VLADESCU | ||||||||||||||
| CLINICAL SUPERVISOR, ABA (PT) | $183,680 | $0 | $0 | $0 | $43 | $0 | $1,705 | $0 | $17,327 | $0 | $202,755 | $0 | $0 | $0 |
| JEFFREY SENESE PHD | ||||||||||||||
| PRESIDENT, EFF. 7/2023 | $144,448 | $0 | $0 | $0 | $274 | $0 | $1,000 | $0 | $47,692 | $0 | $193,414 | $0 | $0 | $0 |
| SCOTT KOSKOSKI | ||||||||||||||
| VP, PHILANTHROPY & ENGAGEMENT | $177,525 | $0 | $0 | $0 | $180 | $0 | $0 | $0 | $8,782 | $0 | $186,487 | $0 | $0 | $0 |
| JORGE L RODRIGUEZ | ||||||||||||||
| VP, STRATEGIC INITATIVES | $138,595 | $0 | $0 | $0 | $792 | $0 | $3,000 | $0 | $41,966 | $0 | $184,353 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE UNIVERSITY PROVIDED JEFFREY SENESE, PH.D.,PRESIDENT, AND MATTHEW WHELAN, ED.D., FORMER PRESIDENT, WITH A RESIDENCE ON UNIVERSITY PREMISES, AS A CONDITION OF HIS EMPLOYMENT, AND FOR THE CONVENIENCE OF CALDWELL UNIVERSITY. THIS BENEFIT WAS TREATED AS NONTAXABLE UNDER SECTION 119(D)(3) OF THE INTERNAL REVENUE CODE. THE PRESIDENT ALSO RECEIVED A SOCIAL CLUB MEMBERSHIP FOR UNIVERSITY BUSINESS USE, AND LANDSCAPING SERVICES FOR THE RESIDENCE. THESE BENEFITS WERE TREATED AS NONTAXBLE WORKING CONDITION FRINGE BENEFITS UNDER SECTION 132(D) OF THE INTERNAL REVENUE CODE. |
| PART I, LINE 1B | THE TERMS OF PAYMENT, REIMBURSEMENT, OR PROVISION OF EXPENSES MAY VARY BASED ON INDIVIDUAL NEGOTIATIONS OR AGREEMENTS WITH SPECIFIC PARTIES. THESE TERMS MAY NOT ALWAYS ALIGN WITH A STANDARDIZED WRITTEN POLICY, DEPENDING ON THE CIRCUMSTANCES SURROUNDING EACH TRANSACTION. |
| PART I, LINE 4B | SHEILA O'ROURKE PARTICIPATED IN A SECTION 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. SHE DID NOT RECEIVE ANY DISTRIBUTION IN 2023. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | Bond Issuer EINBondIssuerEIN |
|---|---|---|---|---|---|---|---|---|
| NJ HECIF 2014 SERIES B | ||||||||
| A | 000000000 | 2014-08-15 | $995,217 | CAPITAL IMPROVEMENTS | 0 | 0 | 0 | |
| NJEFA 2019 SERIES AB | ||||||||
| B | 000000000 | 2019-05-17 | $20,000,000 | REFUNDING 2013 SERIES E BONDS AND CAPITAL IMPROVEMENTS | 0 | 0 | 0 | 221829511 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $405,811 | $995,217 | $995,217 | 2019 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $2,495,382 | $20,000,000 | $2,921,313 | 2022 | Yes (1) | 0 | Yes (1) | Yes (1) | $234,615 | $16,844,072 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | 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) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNARD O'ROURKE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | HAS A FAMILY RELATIONSHIP WITH SHEILA O'ROURKE, VP OF OPERATIONS | RelationshipDescriptionTxt |
| Transaction | $97,765 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $110,256 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,750 | 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) | DRUM SET | 1 | $800 | COST |
| Yes (X) | SPA TICKETS | 1 | $250 | COST |
| Yes (X) | GIFT CARD | 1 | $50 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED IN PART I, COLUMN (B) IS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS ARE THE MAJOR SUPERIOR (PRIORESS) AND THE COUNCIL OF THE CONGREGATION OF THE SACRED HEART OF JESUS OF THE THIRD ORDER OF SAINT DOMINIC, A RELIGIOUS COMMUNITY OF THE ROMAN CATHOLIC CHURCH. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS HAVE THE RIGHT TO APPOINT OR REMOVE TRUSTEES BY MAJORITY VOTE. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING POWERS ARE RESERVED EXCLUSIVELY FOR THE MEMBERS OF THE UNIVERSITY: - TO ADOPT OR CHANGE THE PHILOSOPHY AND MISSION OF THE UNIVERSITY THAT UNDERLIE ITS RELIGIOUS, EDUCATIONAL, AND CHARITABLE MINISTRY. - TO APPOINT OR REMOVE THE PRESIDENT OF THE UNIVERSITY, UPON THE RECOMMENDATION OF THE BOARD OF TRUSTEES - TO APPOINT OR REMOVE TRUSTEES OF THE BOARD, UPON THE RECOMMENDATION OF THE BOARD. - TO AMEND THE CERTIFICATE OF INCORPORATION. - TO MERGE, CONSOLIDATE, DISSOLVE, OR OTHERWISE CHANGE THE CORPORATE STRUCTURE OF THE UNIVERSITY. - TO APPROVE ANY AND ALL ACTS RELATING TO THE SALE, TRANSFER, PURCHASE, MORTGAGE, SUBORDINATION OF INTEREST OR OTHER CONVEYANCE OF ANY REAL PROPERTY OF THE UNIVERSITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE UNIVERSITY HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS REVIEWED BY THE UNIVERSITY'S CABINET (OFFICERS) AND THEN PROVIDED TO THE AUDIT/FINANCE COMMITTEE FOR THEIR REVIEW AND COMMENT. A COMPLETE COPY OF THE FORM IS ELECTRONICALLY PROVIDED TO THE FULL BOARD OF TRUSTEES FOR REVIEW/ACCEPTANCE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A CONFLICT OF INTETREST POLICY, COVERING TRUSTEES AND CABINET MEMBERS (OFFICERS), WHICH IT ANNUALLY MONITORS AND ENFORCES. SUCH PERSONS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS ON AN ANNUAL BASIS AND AS THEY ARISE. POTENTIAL CONFLICTS OF TRUSTEES ARE DETERMINED AND REVIEWED BY THE DISINTERESTED TRUSTEES OF THE BOARD. THE TRUSTEE WITH THE CONFLICT IS RECUSED FROM PARTICPATING ON THE MATTER INVOLVING THE CONFLICT. POTENTIAL CONFLICTS OF CABINET MEMBERS ARE DETERMINED AND REVIEWED BY THEIR NEXT IMMEDIATE SUPERVISOR, WHO TAKES ALL STEPS NECESSARY TO AMELIORATE ANY DETERMINED CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT INCLUDED THE USE OF A COMPENSATION STUDY, AND REVIEW AND APPROVAL BY THE COMPENSATION COMMITEE OF THE BOARD OF TRUSTEES. THE COMPENSATION DELIBERATIONS AND DECISION WERE CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS WAS LAST CONDUCTED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN LIFE INSURANCE CASH SURRENDER VALUE 62,279. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS AN AUDIT/FINANCE COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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 | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE SISTERS OF ST DOMINIC OF CALDWELL | ||||||||||
| 1 RYERSON AVENUE | CALDWELL | NJ | 07006 | 221524780 | RELIGIOUS ORGANIZATION | NJ | 501(C)(3) | LINE 1 | N/A | 0 |
| DR ALVIN R CALMAN PROFESSORSHIP | ||||||||||
| 120 BLOOMFIELD AVE | CALDWELL | NJ | 07006 | 226373226 | TO FUND A PROFESSORSHIP AT THE UNIVERSITY | NJ | 501(C)(3) | LINE 12B, II | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |