WIDENER UNIVERSITY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WIDENER UNIVERSITY (EIN 23-1386178)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202201339349300525
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T07:17:00-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE SUITE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231386178 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIDENER UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIDE | BusinessNameControlTxt |
| Phone | 6104994396 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PLACE | AddressLine1Txt |
| City | CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA KIRALY GILBERT | PersonNm |
| Person Title | VP FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 6104994396 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | KIRALY GILBERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2022-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA KIRALY GILBERT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PLACE | AddressLine1Txt |
| City | CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $276,568,944 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WIDENER.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1821 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | EMPOWERING OUR COMMUNITY OF LEARNERS TO DISCOVER AND CREATE BETTER FUTURES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 2645 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | -$80,612 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,982,933 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,426,923 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $230,154,102 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $220,678,462 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,904,301 | PYInvestmentIncomeAmt |
| CY Investment Income | $909,642 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,053,719 | PYOtherRevenueAmt |
| CY Other Revenue | $1,350,338 | CYOtherRevenueAmt |
| PY Total Revenue | $243,095,055 | PYTotalRevenueAmt |
| CY Total Revenue | $233,365,365 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $91,017,540 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $93,505,653 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $99,113,508 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $95,337,071 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,506,778 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $54,928,871 | PYOtherExpensesAmt |
| CY Other Expenses | $46,896,150 | CYOtherExpensesAmt |
| PY Total Expenses | $245,059,919 | PYTotalExpensesAmt |
| CY Total Expenses | $235,738,874 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,964,864 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,373,509 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $372,673,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $400,699,123 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $180,102,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $181,120,540 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $192,570,973 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $219,578,583 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EMPOWERING OUR COMMUNITY OF LEARNERS TO DISCOVER AND CREATE BETTER FUTURES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $163,762,485 | ExpenseAmt |
| Grant | $93,505,653 | GrantAmt |
| Revenue | $215,193,809 | RevenueAmt |
| Desc | INSTRUCTIONAL/GRANTS - EXPENSES INCURRED WITH THE ACADEMIC INSTRUCTION OF OUR STUDENT BODY AS WELL AS GRANTS TO STUDENTS. THE UNIVERSITY COMPRISES OF EIGHT SCHOOLS AND COLLEGES THAT OFFER LIBERAL ARTS AND SCIENCES, PROFESSIONAL, AND PREPROFESSIONAL CURRICULA. A METROPOLITAN TEACHING INSTITUTION, THE UNIVERSITY IS A THREE-CAMPUS UNIVERSITY OFFERING 147 PROGRAMS OF STUDY LEADING TO ONE OF 62 ASSOCIATE, BACHELORS, MASTERS, OR DOCTORAL DEGREES. IN THE FALL SEMESTER OF 2020, THE UNIVERSITY HAD ENROLLED 6,150 STUDENTS COMPRISED OF 3,215 UNDERGRADUATE, 2,152 GRADUATE, AND 1,086 SCHOOL OF LAW STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,047,552 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $663,084 | RevenueAmt |
| Desc | STUDENT SERVICES - EXPENSES INCURRED FOR PROGRAMS THAT SERVICE WIDENER'S STUDENT BODY, SUCH AS ATHLETICS, STUDENT ORGANIZATIONS, CAREER PLACEMENT, STUDENT HEALTH, AND STUDENT COUNSELING. IN ADDITION, THIS INCLUDES DEPARTMENTS THAT SUPPORT STUDENT ADMISSIONS, FINANCIAL AID, THE BURSAR, AND REGISTRAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,762,507 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,821,569 | RevenueAmt |
| Desc | AUXILIARY SERVICES - EXPENSES INCURRED PRIMARILY FOR HOUSING AND FEEDING STUDENTS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,229,179 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ACADEMIC SUPPORT - EXPENSES INCURRED TO SUPPORT THE LIBRARY AND ACADEMIC ADMINISTRATION, INCLUDING PROVOST, DEANS, AND FACULTY DEVELOPMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $13,229,179 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $211,801,723 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 342 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2645 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CS | ForeignCountryCd |
| 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA KIRALY GILBERT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6104991168 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PLACE | AddressLine1Txt |
| City | CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19013 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 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 |
|---|---|---|---|---|---|---|---|---|---|
| JULIE E WOLLMAN PHD | |||||||||
| PRESIDENT | 60.00 | 0.30 | Yes (X) | Yes (X) | $548,721 | $0 | $91,161 | ||
| ANDREW WORKMAN | |||||||||
| PROVOST | 60.00 | 0.00 | Yes (X) | $324,617 | $0 | $53,577 | |||
| JOSEPH J BAKER | |||||||||
| SR VP FINANCE & ADMIN | 60.00 | 1.30 | Yes (X) | $335,460 | $0 | $39,709 | |||
| RODNEY SMOLLA | |||||||||
| DEAN DELAWARE LAW | 60.00 | 0.00 | $330,440 | $0 | $44,497 | Yes (X) | |||
| THERESA TRAVIS | |||||||||
| SR VP ADVANCEMENT | 60.00 | 0.00 | Yes (X) | $255,571 | $0 | $71,371 | |||
| FRED AKL | |||||||||
| DEAN SCHOOL OF ENGINEERING | 40.00 | 0.00 | $269,149 | $0 | $48,422 | Yes (X) | |||
| CHRISTIAN JOHNSON | |||||||||
| PROFESSOR | 40.00 | 0.00 | $250,215 | $0 | $40,642 | Yes (X) | |||
| ANNE M KROUSE | |||||||||
| DEAN SCHOOL OF NURSING | 40.00 | 0.00 | $242,828 | $0 | $28,668 | Yes (X) | |||
| ROBIN DOLE | |||||||||
| DEAN COLLEGE OF HEALTH/HUMAN SERVICES | 40.00 | 0.00 | $210,030 | $0 | $35,331 | Yes (X) | |||
| ERIC BEHRENS | |||||||||
| VP FOR LIBRARY & INFORMATION SYSTEMS | 60.00 | 0.00 | Yes (X) | $204,023 | $0 | $38,875 | |||
| JAYATI GHOSH | |||||||||
| PROFESSOR | 40.00 | 0.00 | $210,366 | $0 | $23,973 | Yes (X) | |||
| KATHRYN HERSCHEDE | |||||||||
| VP FOR STRATEGIC INITIATIVES | 60.00 | 0.00 | Yes (X) | $198,747 | $0 | $21,257 | |||
| PAUL S BEIDEMAN | |||||||||
| CHAIR OF THE BOARD | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES J MACK III | |||||||||
| VICE CHAIR OF THE BOARD | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA H SARNOSKI PHD | |||||||||
| VICE CHAIR OF THE BOARD | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NANCY G HESSE | |||||||||
| TREASURER OF THE BOARD | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EUGENE D MCGURK JR ESQ | |||||||||
| SECRETARY OF THE BOARD | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN H TILELLI JR | |||||||||
| PAST CHAIR OF THE BOARD | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY R BRITTON JR | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DOMENIC C COLASANTE | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEXTER HAMILTON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES J HARGADON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J MATTHEW HARTLEY PHD | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES W HIRSCHMANN III | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTOINETTE LEATHERBERRY | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMIR MEHTA | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK J MURPHY ESQ | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTIAN NASCIMENTO | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MIGUEL O PENA | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE PULOS | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS RODRIGUEZ JR | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MIN S SUH ESQ | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD L P TAN | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS M WOLFBERG ESQ | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,380,167 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $537,483 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 187 | 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 |
|---|---|---|---|---|---|
| HSC BUILDERS & CONSTRUCTION | |||||
| 304 NEW MILL LANE | EXTON | PA | 19341 | CONSTRUCTION MANAGEMENT | $4,744,468 |
| ARAMARK SERVICES INC | |||||
| 806 TYVOLA ROAD | CHARLOTTE | NC | 28217 | FOOD SERVICE | $3,740,409 |
| GENETWORX | |||||
| PO BOX 2386 | HICKSVILLE | NY | 11802 | HEALTH MANAGEMENT | $1,844,800 |
| HERMAN GOLDNER CO INC | |||||
| 7777 BREWSTER AVE | PHILADELPHIA | PA | 19153 | MECHANICAL CONTRACTOR | $1,347,146 |
| ABM | |||||
| 14141 SOUTHWEST FREEWAY | SUGARLAND | TX | 77478 | FACILITY MANAGEMENT | $1,223,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 63 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $12,250 | FundraisingAmt |
| Government Grants | $6,592,842 | GovernmentGrantsAmt |
| All Other Contributions | $3,821,831 | AllOtherContributionsAmt |
| Noncash Contributions | $18,673 | NoncashContributionsAmt |
| Total Contributions | $10,426,923 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION/ FEES | 611600 | $215,193,809 | $215,193,809 |
| AUXILIARY ENTERPRISES | 721310 | $4,821,569 | $4,821,569 |
| FEES, PARKING, ETC | 900099 | $471,950 | $471,950 |
| ATHLETICS INCOME | 611710 | $114,749 | $114,749 |
| FEES/CONTRACTS GOVERNMENT AGENCIE | 900099 | $76,385 | $76,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $220,678,462 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,496,105 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$80,612 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,576,717 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $939,019 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $70,693 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $868,326 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $868,326 | TotalRevenueColumnAmt |
| Exclusion | $868,326 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,464,451 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,050,914 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$5,586,463 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,586,463 | TotalRevenueColumnAmt |
| Exclusion | -$5,586,463 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $14,117 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $12,250 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $81,972 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$67,855 | TotalRevenueColumnAmt |
| Exclusion | -$67,855 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS | 525990 | $335,098 | $335,098 |
| INTEREST FEES ON LOANS | 900099 | $214,769 | $214,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $549,867 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $233,365,365 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $220,678,462 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$80,612 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,340,592 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,505,653 | TotalAmt |
| Program Services | $93,505,653 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,558,026 | TotalAmt |
| Management And General | $2,558,026 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Management And General | $30,000 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,651,363 | TotalAmt |
| Program Services | $62,450,401 | ProgramServicesAmt |
| Management And General | $5,594,739 | ManagementAndGeneralAmt |
| Fundraising | $1,606,223 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,585,332 | TotalAmt |
| Program Services | $2,349,996 | ProgramServicesAmt |
| Management And General | $174,894 | ManagementAndGeneralAmt |
| Fundraising | $60,442 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,343,625 | TotalAmt |
| Program Services | $13,546,976 | ProgramServicesAmt |
| Management And General | $1,448,221 | ManagementAndGeneralAmt |
| Fundraising | $348,428 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,168,725 | TotalAmt |
| Program Services | $4,492,605 | ProgramServicesAmt |
| Management And General | $560,570 | ManagementAndGeneralAmt |
| Fundraising | $115,550 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $846,326 | TotalAmt |
| Management And General | $846,326 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,068 | TotalAmt |
| Management And General | $121,068 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,924 | TotalAmt |
| Management And General | $129,924 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,377,008 | TotalAmt |
| Program Services | $5,753,932 | ProgramServicesAmt |
| Management And General | $2,498,879 | ManagementAndGeneralAmt |
| Fundraising | $124,197 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,648,132 | TotalAmt |
| Program Services | $374,796 | ProgramServicesAmt |
| Management And General | $1,265,415 | ManagementAndGeneralAmt |
| Fundraising | $7,921 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,490 | TotalAmt |
| Program Services | $588,148 | ProgramServicesAmt |
| Management And General | $534,550 | ManagementAndGeneralAmt |
| Fundraising | $33,792 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,665,299 | TotalAmt |
| Program Services | $2,125,415 | ProgramServicesAmt |
| Management And General | $2,393,721 | ManagementAndGeneralAmt |
| Fundraising | $146,163 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,731,258 | TotalAmt |
| Program Services | $1,007,281 | ProgramServicesAmt |
| Management And General | $2,723,177 | ManagementAndGeneralAmt |
| Fundraising | $800 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,555 | TotalAmt |
| Program Services | $283,728 | ProgramServicesAmt |
| Management And General | $4,219 | ManagementAndGeneralAmt |
| Fundraising | $4,608 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,997 | TotalAmt |
| Program Services | $98,768 | ProgramServicesAmt |
| Management And General | $25,043 | ManagementAndGeneralAmt |
| Fundraising | $4,186 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,754,873 | TotalAmt |
| Program Services | $3,754,873 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,608,427 | TotalAmt |
| Program Services | $13,608,427 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,930,462 | TotalAmt |
| Program Services | $1,930,462 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKS/PERIODICALS | $1,865,694 | $1,865,694 | ||
| FEES/DUES | $752,625 | $564,759 | $180,746 | $7,120 |
| STUDENT/FACULTY/ALUMNI | $346,364 | $208,882 | $121,864 | $15,618 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,541,648 | TotalAmt |
| Program Services | $3,290,927 | ProgramServicesAmt |
| Management And General | $218,991 | ManagementAndGeneralAmt |
| Fundraising | $31,730 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,738,874 | TotalAmt |
| Program Services | $211,801,723 | ProgramServicesAmt |
| Management And General | $21,430,373 | ManagementAndGeneralAmt |
| Fundraising | $2,506,778 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,276,811 | BOYAmt |
| EOY | $55,971,803 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,361,905 | BOYAmt |
| EOY | $3,988,462 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,149,749 | BOYAmt |
| EOY | $9,519,498 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,028,766 | BOYAmt |
| EOY | $648,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $452,089,622 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $247,140,749 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,470,569 | BOYAmt |
| EOY | $204,948,873 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,901,824 | BOYAmt |
| EOY | $90,663,312 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,229,494 | BOYAmt |
| EOY | $27,635,473 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,254,519 | BOYAmt |
| EOY | $5,862,895 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,460,016 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,673,637 | BOYAmt |
| EOY | $400,699,123 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,562,021 | BOYAmt |
| EOY | $18,798,322 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,825,554 | BOYAmt |
| EOY | $4,637,758 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,107,839 | BOYAmt |
| EOY | $13,091,138 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,352,346 | BOYAmt |
| EOY | $73,223,196 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,254,904 | BOYAmt |
| EOY | $71,370,126 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,102,664 | BOYAmt |
| EOY | $181,120,540 | 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 | $134,203,352 | BOYAmt |
| EOY | $148,567,971 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,367,621 | BOYAmt |
| EOY | $71,010,612 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,570,973 | BOYAmt |
| EOY | $219,578,583 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,673,637 | BOYAmt |
| EOY | $400,699,123 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,373,509 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $27,543,933 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,837,186 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,672,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,996,368 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,925,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,982,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,426,923 | CurrentTaxYearAmt |
| Total | $44,004,289 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,672,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,996,368 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,925,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,982,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,426,923 | CurrentTaxYearAmt |
| Total | $44,004,289 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $44,004,289 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,284,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,887,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,373,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,355,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,515,736 | CurrentTaxYearAmt |
| Total | $34,415,948 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,495,285 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $656,391 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,321,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $628,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $549,867 | CurrentTaxYearAmt |
| Total | $4,651,965 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $83,072,202 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,112,089,183 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51090 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2016 AMOUNT: $ 1,261,510. 2017 AMOUNT: $ 477,642. 2018 AMOUNT: $ 1,166,166. 2019 AMOUNT: $ 497,729. 2020 AMOUNT: $ 335,098. INTEREST FEES ON LOANS - 2016 AMOUNT: $ 233,775. 2017 AMOUNT: $ 178,749. 2018 AMOUNT: $ 155,491. 2019 AMOUNT: $ 131,036. 2020 AMOUNT: $ 214,769. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $895 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $895 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES OF PENNSYLVANIA (AICUP). THE ASSOCIATION IS THE ONLY STATEWIDE ORGANIZATION THAT SERVES EXCLUSIVELY THE INTERESTS OF PRIVATE HIGHER EDUCATION WITHIN THE COMMONWEALTH, AND EXISTS TO COMPLEMENT AND SUPPORT THE WORK OF CAMPUS LEADERS. THE FIGURE DISCLOSED ON PART II-B IS EQUAL TO THE PORTION OF DUES PAID BY WIDENER UNIVERSITY THAT WERE USED BY THE ASSOCIATION TO SUPPORT ATTEMPTS TO INFLUENCE LEGISLATION WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("LOBBYING"). | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | COMMUNITY ENRICHMENT | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $90,171,765 | BeginningYearBalanceAmt |
| Contributions | $1,862,479 | ContributionsAmt |
| Investment Earnings Or Losses | $29,243,046 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,407,595 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,993,944 | OtherExpendituresAmt |
| End Year Balance | $114,875,751 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,623,615 | BeginningYearBalanceAmt |
| Contributions | $279,925 | ContributionsAmt |
| Investment Earnings Or Losses | -$207,474 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,375,993 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,148,308 | OtherExpendituresAmt |
| End Year Balance | $90,171,765 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,760,452 | BeginningYearBalanceAmt |
| Contributions | $1,724,527 | ContributionsAmt |
| Investment Earnings Or Losses | $6,440,090 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,277,786 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,023,668 | OtherExpendituresAmt |
| End Year Balance | $94,623,615 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,071,306 | BeginningYearBalanceAmt |
| Contributions | $1,033,995 | ContributionsAmt |
| Investment Earnings Or Losses | $7,887,656 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,219,400 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,013,105 | OtherExpendituresAmt |
| End Year Balance | $91,760,452 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,886,359 | BeginningYearBalanceAmt |
| Contributions | $1,207,667 | ContributionsAmt |
| Investment Earnings Or Losses | $10,883,656 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,172,402 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,733,974 | OtherExpendituresAmt |
| End Year Balance | $87,071,306 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.36484 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.58537 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04979 | 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 | $16,873,394 | OtherCostOrOtherBasisAmt |
| Book Value | $16,873,394 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $355,560,925 | OtherCostOrOtherBasisAmt |
| Depreciation | $177,929,713 | DepreciationAmt |
| Book Value | $177,631,212 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,994,937 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,599,937 | DepreciationAmt |
| Book Value | $8,395,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,660,366 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,611,099 | DepreciationAmt |
| Book Value | $2,049,267 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $204,948,873 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $27,635,473 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,635,473 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POST RETIREMENT BENEFITS | $65,812,009 |
| ASSET RETIREMENT OBLIGATION | $4,086,650 |
| FINANCE LEASE OBLIGATIONS | $1,377,881 |
| OPERATING LEASE OBLIGATION | $93,586 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $71,370,126 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $169,031,100 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $27,543,933 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $154,048 | OtherRevenueAmt |
| Revenue Not Reported | $27,697,981 | RevenueNotReportedAmt |
| Revenue Subtotal | $141,333,119 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $129,924 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $91,902,322 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $92,032,246 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $233,365,365 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $143,968,363 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $261,735 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $261,735 | ExpensesNotReportedAmt |
| Expenses Subtotal | $143,706,628 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $129,924 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $91,902,322 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $92,032,246 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $235,738,874 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE UNIVERSITY HAS ELECTED PURSUANT TO GENERALLY ACCEPTED ACCOUNTING STANDARDS NOT TO REPORT IN ITS REVENUE STATEMENT AND BALANCE SHEET WORKS OF ART. THE FOOTNOTE READS "THE UNIVERSITY HOUSES A COLLECTION OF AMERICAN PAINTINGS AND THE ALFRED O. DESHONG COLLECTION OF EUROPEAN PAINTINGS AND ORIENTAL ART OBJECTS AT THE WIDENER UNIVERSITY ART COLLECTION AND GALLERY THAT IT DOES NOT CAPITALIZE. THESE COLLECTIONS ADHERE TO THE UNIVERSITY'S POLICY TO (A) MAINTAIN THEM FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH; AND (B) PROTECT, KEEP UNENCUMBERED, CARE FOR, AND PRESERVE THEM; AND (C) USE ANY PROCEEDS FROM SALE OF COLLECTION ITEMS TO ACQUIRE NEW COLLECTION ITEMS OR THE DIRECT CARE OF THE EXISTING COLLECTION. THE UNIVERSITY DEFINES DIRECT CARE AS ACTIVITIES TO ENHANCE THE LIFE, USEFULNESS, OR QUALITY OF THE COLLECTION, THEREBY ENSURING THAT IT WILL CONTINUE TO BENEFIT THE PUBLIC FOR YEARS TO COME." |
| PART III, LINE 4: | THE WIDENER UNIVERSITY ART COLLECTION HOUSES THE UNIVERSITY'S DIVERSE COLLECTION OF AMERICAN PAINTINGS AND THE ALFRED O. DESHONG COLLECTION OF EUROPEAN PAINTINGS AND ORIENTAL ART OBJECTS. THE COLLECTION PROVIDES NUMEROUS EDUCATIONAL OPPORTUNITIES TO OUR STUDENTS THROUGH ITS EXISTING ASSORTMENT. IT ALSO PROVIDES CULTURAL ENRICHMENT TO THE FACULTY, STAFF, AND SURROUNDING COMMUNITIES. |
| PART V, LINE 4: | ENDOWMENT FUNDING SUPPORTS SCHOLARSHIPS, FACULTY DEVELOPMENT, CHAIRS, AWARDS, THE LIBRARY, AS WELL AS OTHER INITIATIVES. |
| PART X, LINE 2: | THE UNIVERSITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, IT IS SUBJECT TO TAX ONLY ON INCOME FROM ACTIVITIES UNRELATED TO ITS TAX-EXEMPT MISSION. FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, THE UNIVERSITY GENERATED NO SIGNIFICANT UNRELATED BUSINESS INCOME SUBJECT TO TAX, AND NO PROVISION FOR INCOME TAXES WAS PROVIDED. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 70,693. NET SPECIAL FUNDRAISING EXPENSE 81,972. REVENUE OF AFFILIATE REPORTED ON A SEPARATE RETURN 1,383. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 91,902,322. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 70,693. NET SPECIAL FUNDRAISING EXPENSE 81,972. EXPENSE OF AFFILIATE REPORTED ON A SEPARATE RETURN 109,070. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 91,902,322. |
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 | OUR POLICY IS PUBLISHED IN ALL CATALOGS, PRINTED MATERIALS AND ON THE UNIVERSITY'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | IN THE NORMAL COURSE OF BUSINESS, THE UNIVERSITY ROUTINELY RECEIVES FUNDING FROM FEDERAL, STATE, AND LOCAL GOVERNMENTS FOR STUDENT FINANCIAL AID. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $12,417,550 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $12,417,550 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $12,417,550 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | THE UNIVERSITY USES THE ACCRUAL METHOD OF ACCOUNTING TO REPORT EXPENDITURES OUTSIDE THE U.S. |
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART IV: | THE UNIVERSITY IS INVESTED IN PASS-THROUGH ENTITIES THAT PERIODICALLY INCLUDE ACTIVITY RELATED TO MAKING TRANSFERS TO FOREIGN CORPORATIONS. NO TRANSFERS OR OWNERSHIP INTERESTS, SEPARATE OR COMBINED, ROSE TO THE LEVEL OF TRIGGERING A FORM 8621 FILING REQUIREMENT. THERE WAS ONE FORM 926 AND ONE FORM 5471 REPORTING REQUIRED, BOTH OF WHICH ARE BEING FILED AS ATTACHMENTS TO THE UNIVERSITY'S FORM 990-T FILING. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $19,050 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,300 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $15,524 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $4,000 | OtherDirectExpensesEvent1Amt |
| Event2 | HOMECOMING | Event2Nm |
| Gross Receipts Event2 | $7,317 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $4,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,817 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,000 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $58,448 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $26,367 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $12,250 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $14,117 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,524 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $62,448 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $81,972 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$67,855 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| STUDENT FINANCIAL AID/GRANTS/AWARDS | 4087 | $91,902,322 | $0 |
| CARES ACT GRANTS TO STUDENTS | 4899 | $1,603,331 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS AND GRANTS FOR STUDENTS ARE APPLIED DIRECTLY TO A STUDENT'S UNIVERSITY ACCOUNT AND APPLIED TO TUITION, FEES, ROOM AND BOARD. ALL FINANCIAL AID IS SUBJECT TO REVISION BASED ON AVAILABILITY, CHANGES IN FAMILY CONTRIBUTION, HOUSING STATUS, AND/OR CREDIT LOAD. SATISFACTORY ACADEMIC PROGRESS MUST BE MAINTAINED ACCORDING TO STANDARDS PRESCRIBED BY THE UNIVERSITY. ANNUAL RENEWAL OF FINANCIAL AID IS CONTINUOUS IF INSTITUTIONAL FINANCIAL NEED REMAINS, ALL REQUIRED DOCUMENTS ARE COMPLETED BY THE PUBLISHED DEADLINE AND SATISFACTORY ACADEMIC PROGRESS IS MAINTAINED CONSISTENT WITH THE UNIVERSITY'S POLICY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JULIE E WOLLMAN PHD | ||||||||||||||
| PRESIDENT | $487,976 | $0 | $0 | $0 | $60,745 | $0 | $27,500 | $0 | $63,661 | $0 | $639,882 | $0 | $0 | $0 |
| ANDREW WORKMAN | ||||||||||||||
| PROVOST | $284,155 | $0 | $0 | $0 | $40,462 | $0 | $25,067 | $0 | $28,510 | $0 | $378,194 | $0 | $0 | $0 |
| JOSEPH J BAKER | ||||||||||||||
| SR VP FINANCE & ADMIN | $300,889 | $0 | $0 | $0 | $34,571 | $0 | $16,285 | $0 | $23,424 | $0 | $375,169 | $0 | $0 | $0 |
| RODNEY SMOLLA | ||||||||||||||
| DEAN DELAWARE LAW | $308,251 | $0 | $0 | $0 | $22,189 | $0 | $17,007 | $0 | $27,490 | $0 | $374,937 | $0 | $0 | $0 |
| THERESA TRAVIS | ||||||||||||||
| SR VP ADVANCEMENT | $224,398 | $0 | $5,000 | $0 | $26,173 | $0 | $11,841 | $0 | $59,530 | $0 | $326,942 | $0 | $0 | $0 |
| FRED AKL | ||||||||||||||
| DEAN SCHOOL OF ENGINEERING | $237,220 | $0 | $0 | $0 | $31,929 | $0 | $26,000 | $0 | $22,422 | $0 | $317,571 | $0 | $0 | $0 |
| CHRISTIAN JOHNSON | ||||||||||||||
| PROFESSOR | $235,876 | $0 | $0 | $0 | $14,339 | $0 | $15,759 | $0 | $24,883 | $0 | $290,857 | $0 | $0 | $0 |
| ANNE M KROUSE | ||||||||||||||
| DEAN SCHOOL OF NURSING | $222,178 | $0 | $0 | $0 | $20,650 | $0 | $17,347 | $0 | $11,321 | $0 | $271,496 | $0 | $0 | $0 |
| ROBIN DOLE | ||||||||||||||
| DEAN COLLEGE OF HEALTH/HUMAN SERVICE | $174,689 | $0 | $0 | $0 | $35,341 | $0 | $10,712 | $0 | $24,619 | $0 | $245,361 | $0 | $0 | $0 |
| ERIC BEHRENS | ||||||||||||||
| VP FOR LIBRARY & INFORMATION SYSTEMS | $192,163 | $0 | $0 | $0 | $11,860 | $0 | $10,319 | $0 | $28,556 | $0 | $242,898 | $0 | $0 | $0 |
| JAYATI GHOSH | ||||||||||||||
| PROFESSOR | $182,763 | $0 | $0 | $0 | $27,603 | $0 | $12,780 | $0 | $11,193 | $0 | $234,339 | $0 | $0 | $0 |
| KATHRYN HERSCHEDE | ||||||||||||||
| VP FOR STRATEGIC INITIATIVES | $178,327 | $0 | $0 | $0 | $20,420 | $0 | $10,310 | $0 | $10,947 | $0 | $220,004 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST-CLASS OR CHARTER TRAVEL: THE UNIVERSITY MAINTAINS A WRITTEN ACCOUNTABLE POLICY REGARDING THE PAYMENT OR REIMBURSEMENT OF TRAVEL AND ENTERTAINMENT EXPENSES, INCLUDING AIRLINE AND RAIL TRAVEL, COMPANION TRAVEL, INTERNATIONAL TRAVEL, SOCIAL AND HEALTH CLUBS, MAID SERVICE, AND BUSINESS MEALS, MEETINGS AND ENTERTAINMENT. THE UNIVERSITY'S PRESIDENT REVIEWS AND APPROVES THE TRAVEL AND ENTERTAINMENT EXPENSES FOR ALL UNIVERSITY VICE PRESIDENTS. THE UNIVERSITY'S VICE PRESIDENTS REVIEW AND APPROVE THE TRAVEL AND ENTERTAINMENT EXPENSES FOR THEIR RESPECTIVE STAFF. IT IS IMPORTANT TO NOTE THE PRESIDENT'S TRAVEL AND ENTERTAINMENT EXPENSES ARE REVIEWED AND APPROVED BY THE UNIVERSITY'S BOARD CHAIR. HOUSING ALLOWANCE OR RESIDENT FOR PERSONAL USE: THE PRESIDENT OF THE UNIVERSITY IS PROVIDED HOUSING AS REQUIRED AS PART OF THEIR EMPLOYMENT. THE USE OF THE HOUSE IS EXCLUDED FROM INCOME PURSUANT TO INTERNAL REVENUE CODE SECTION 119 (A)(2). THE FAIR RENTAL VALUE OF THE HOUSING IS $38,444. BUSINESS EXPENSES ARE COVERED UNDER THE UNIVERSITY'S TRAVEL AND ENTERTAINMENT POLICY. THE HOUSING ALLOWANCE IS NOT INCLUDED IN TAXABLE INCOME AS THE HOUSING ASSIGNMENT IS REQUIRED BY THE COLLEGE AS A CONDITION OF EMPLOYMENT. HEALTH OR SOCIAL CLUBS: THE UNIVERSITY MAINTAINS A WRITTEN ACCOUNTABLE POLICY REGARDING THE PAYMENT OR REIMBURSEMENT OF SOCIAL AND HEALTH CLUBS. PERSONAL SERVICES: OFFICERS AND KEY EMPLOYEES MAY USE A CAR SERVICE FOR EXTENDED TRAVEL IN ORDER TO CONDUCT UNIVERSITY BUSINESS. |
| PART I, LINE 7 | IT IS THE POLICY OF THE BOARD TO AWARD BONUS COMPENSATION TO ITS EXECUTIVES, AT THE DISCRETION OF THE BOARD, FOR SERVICE AND PERFORMANCE RENDERED TO THE UNIVERSITY. GENERALLY, BONUS COMPENSATION TO EXECUTIVES WILL NOT EXCEED 20% OF TOTAL ANNUAL COMPENSATION WITHOUT COMPELLING REASONS SIMILAR TO THOSE CONSIDERED BY THE BOARD IN THE EVENT OF COMPENSATION IN EXCESS OF THE POLICY RANGE ADOPTED BY THE BOARD. WHEN SUCH EXCEPTIONS ARISE, THE BOARD SHALL SET FORTH A STATEMENT OF REASONS SUPPORTING THE DEPARTURE FROM THE BOARD'S ESTABLISHED EXECUTIVE COMPENSATION POLICY. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 232243852 | 70917SLY7 | 2014-09-11 | $20,396,446 | REFINANCING | 0 | 0 | 0 |
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 232243852 | 70917SHA4 | 2013-08-29 | $11,539,397 | DORMITORY | 0 | 0 | 0 |
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| C | 232243852 | 070917JM6 | 2013-11-01 | $53,440,880 | REFINANCING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,256,446 | $20,396,446 | $310,928 | $20,085,518 | 2014 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $11,980,000 | $220,154 | 2015 | 0 | 0 | Yes (1) | Yes (1) | $11,319,243 | ||
| C | $8,360,880 | $53,440,880 | $344,468 | $53,096,412 | 2013 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 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 | 0.12000 | 0.12000 | 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 | 0.02000 | 0.02000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE K, PART I, COLUMN (C): | (A) ISSUER NAME: PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY THE BOND WAS ORIGINALLY ISSUED IN 2014 WITH STAGGERING MATURITY DATES FROM 2034-2038. EACH MATURITY DATE HAS BEEN ASSIGNED A UNIQUE CUSIP NUMBER. (B) ISSUER NAME: PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY THE BOND WAS ORIGINALLY ISSUED IN 2013 WITH STAGGERING MATURITY DATES FROM 2035-2043. EACH MATURITY DATE HAS BEEN ASSIGNED A UNIQUE CUSIP NUMBER. (C) ISSUER NAME: PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY THE BOND WAS ORIGINALLY ISSUED IN 2013 WITH STAGGERING MATURITY DATES FROM 2028-2038. EACH MATURITY DATE HAS BEEN ASSIGNED A UNIQUE CUSIP NUMBER. |
| SCHEDULE K, PART I, LINE 3: | (B) ISSUER NAME: PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE PROCEEDS OF THE ISSUE IS $440,603 OF BOND DISCOUNT. |
| SCHEDULE K, PART II, LINES 14 AND 15: | (A) ISSUER NAME: PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY THE REFUNDED BONDS WERE ISSUED: SERIES 2005 BONDS ISSUED 02/17/2005. (C) ISSUER NAME: PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT THE REFUNDED BONDS WERE ISSUED: SERIES 2003 BONDS ISSUED 10/03/2003; SERIES 2005 BONDS ISSUED 02/17/2005. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $56,577 | CashGrantAmt |
| Type Of Assistance | DISCOUNTED TUITION | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN KING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF PRESIDENT | RelationshipDescriptionTxt |
| Transaction | $30,000 | TransactionAmt |
| Transaction | CONSULTING | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE, MAY BE CONVENED AT ANY TIME AT THE CALL OF ITS CHAIR, SHALL HAVE AND EXERCISE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF ITS AFFAIRS, TO THE EXTENT PERMITTED BY THE DELAWARE CORPORATION LAW AND THE PENNSYLVANIA CORPORATION NOT-FOR-PROFIT CODE, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE AUTHORITY TO: (1) FILL VACANCIES IN THE BOARD OF TRUSTEES; (2) ADOPT, AMEND OR REPEAL THE BYLAWS; (3) AMEND OR REPEAL ANY RESOLUTION OF THE BOARD; (4) TAKE ANY ACTION ON MATTERS COMMITTED BY THE BYLAWS OR RESOLUTION OF THE BOARD OF TRUSTEES TO ANOTHER COMMITTEE OF THE BOARD; (5) AMEND THE CERTIFICATE OF INCORPORATION; (6) ADOPT AN AGREEMENT OF MERGER OR CONSOLIDATION; (7) RECOMMEND THE SALE, LEASE OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL OF THE UNIVERSITY'S PROPERTY; (8) RECOMMEND A DISSOLUTION OF THE UNIVERSITY; OR (9) REVOKE DISSOLUTION OF THE UNIVERSITY. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, VICE CHAIRS, THE TREASURER, THE SECRETARY, THE PRESIDENT OF THE UNIVERSITY, AND THE PAST-CHAIR. ON INVITATION OF THE CHAIR, ANY MEMBER OF THE BOARD MAY ATTEND AN EXECUTIVE COMMITTEE MEETING. FOUR (4) TRUSTEES SHALL CONSTITUTE A QUORUM. A MAJORITY VOTE SHALL BE SUFFICIENT TO TAKE ACTION ON A MOTION. AT THE ANNUAL MEETING IN MAY, THE EXECUTIVE COMMITTEE SHALL DECIDE WHICH CHAIRS OF THE STANDING COMMITTEES WILL ATTEND THE MEETINGS OF THE EXECUTIVE COMMITTEE FOR THE FOLLOWING YEAR. THE GOAL IS TO HAVE THE CHAIR OF EACH STANDING COMMITTEE ATTEND AT LEAST ONE EXECUTIVE COMMITTEE MEETING A YEAR. THE COMMITTEE CHAIRS SHALL HAVE VOTING RIGHTS AT THE STANDING MEETINGS OF THE EXECUTIVE COMMITTEE. IF THE CHAIR FINDS IT NECESSARY TO CALL A SPECIAL MEETING OF THE EXECUTIVE COMMITTEE OR MOVE THE EXECUTIVE COMMITTEE MEETING INTO EXECUTIVE SESSION, THE CHAIR SHALL DECIDE WHICH COMMITTEE CHAIRS SHALL PARTICIPATE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PRESIDENT OF THE UNIVERSITY SHALL AUTOMATICALLY BE A MEMBER OF THE BOARD AND THEY SHALL SERVE AS A MEMBER OF THE BOARD DURING THEIR INCUMBENCY. |
| FORM 990, PART VI, SECTION B, LINE 11B | ONCE A DRAFT OF THE IRS FORM 990 HAS BEEN PREPARED BY OUR INDEPENDENT TAX ADVISORS, IT IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FORM 990 IS NOT FILED UNTIL THE FULL BOARD OF TRUSTEES HAS REVIEWED IT WITH MANAGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY HAS CONFLICT OF INTEREST POLICIES FOR THE BOARD OF TRUSTEES, OFFICERS, KEY EMPLOYEES, FULL-TIME STAFF, AND PART-TIME STAFF INVOLVED IN PURCHASING. THE BOARD OF TRUSTEES COMPLETE THE CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS, AND THE DISCLOSURE FORMS ARE RECEIVED AND REVIEWED BY THE TRUSTEESHIP COMMITTEE, WHO FORWARD ANY CONFLICTS ON TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR THEIR REVIEW. BOARD OF TRUSTEES MEMBERS WITH CONFLICTS ARE EXPECTED TO ABSTAIN FROM VOTING ON ISSUES FOR THEIR CONFLICT. THE PROCESS, REVIEW, AND REPORTING FOR THE OFFICERS AND KEY EMPLOYEES IS THE SAME AS THE BOARD OF TRUSTEES. ALL FULL-TIME STAFF AND PART-TIME STAFF INVOLVED IN PURCHASING COMPLETE A DISCLOSURE FORM ANNUALLY, AND THESE ARE COLLECTED AND REVIEWED BY THE EXECUTIVE DIRECTOR OF HUMAN RESOURCES. THIS INDIVIDUAL THEN REPORTS THE FINDINGS TO THE SENIOR VICE PRESIDENT-ADMINISTRATION & FINANCE AND THE PRESIDENT OF THE UNIVERSITY. A REPORT IS THEN MADE BY THE SENIOR VICE PRESIDENT-ADMINISTRATION & FINANCE TO THE FINANCE AND ADMINISTRATION COMMITTEE OF THE BOARD, WHICH THEN REPORTS THE FINDINGS TO THE FULL BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | IT IS THE POLICY OF WIDENER UNIVERSITY AND ITS BOARD OF TRUSTEES (BOARD) TO COMPENSATE ITS EXECUTIVES IN ACCORDANCE WITH THE MARKET AND IN RELATION TO EXPERIENCE, SERVICE AND ACCOMPLISHMENT BOTH PRIOR TO, AND DURING, THEIR SERVICE TO THE UNIVERSITY. THE MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD ACT AS THE UNIVERSITY COMPENSATION COMMITTEE AND THEN PRESENT THE COMPENSATION DATA OF ALL DISQUALIFIED PERSONS TO THE BOARD. THE BOARD'S USE OF COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION (CUPA) AND SIMILAR INDICES IS FOR GUIDANCE PURPOSES, TAKING INTO CONSIDERATION THAT THE POSITIONS REPORTED THEREIN ARE NOT, IN MANY INSTANCES, EQUIVALENT TO THE EXECUTIVE POSITIONS AT THE UNIVERSITY. THUS, WHEN AN INDIVIDUAL EXECUTIVE ACQUIRES ADDITIONAL RESPONSIBILITIES ABOVE AND BEYOND THOSE TRADITIONALLY ASSOCIATED WITH THE GENERAL CATEGORY SET FORTH IN THE COMPARATIVE INDICES, THE BOARD MAY CONSIDER AND AWARD APPROPRIATE COMPENSATION. EXCEPTIONS TO THIS POLICY CAN OCCUR WHERE SPECIAL EXPERTISE, ACCOMPLISHMENT OR EXPERIENCES ARE REQUIRED IN A PARTICULAR POSITION OR AN URGENT NEED HAS ARISEN JUSTIFYING, IN THE BOARD'S ANALYSIS, COMPENSATION AT A LEVEL IN EXCESS OF THE POLICY RANGE ADOPTED BY THE BOARD. WHEN SUCH EXCEPTIONS ARISE, THE BOARD SHALL SET FORTH A STATEMENT OF THEIR REASONING SUPPORTING THE DEPARTURE FROM THE ESTABLISHED EXECUTIVE COMPENSATION POLICY. FINALLY, THE BOARD, IN EVERY THIRD YEAR, WILL ENGAGE AN OUTSIDE CONSULTANT TO VERIFY THAT TOTAL COMPENSATION PAID TO THE EXECUTIVES OF THE UNIVERSITY IS FAIR AND REASONABLE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY MAKES AVAILABLE TO THE PUBLIC ON ITS WEBSITE THE UNIVERSITY'S ARTICLES OF INCORPORATION, THE CONFLICT OF INTEREST POLICY, AND THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS. THE UNIVERSITY DOES NOT MAKE ITS BYLAWS AVAILABLE FOR PUBLIC INSPECTION. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PENSION 1,837,186. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| THE NEUROPSYCHOLOGY ASSESSMENT CENTER | ||||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | 421682886 | EDUCATION | PA | 501(C)(3) | LINE 12A, I | WIDENER UNIVERSITY | Yes (1) |
| THE WIDENER PARTNERSHIP CHARTER SCHOOL | ||||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | 421705892 | SCHOOL | PA | 501(C)(3) | LINE 2 | WIDENER UNIVERSITY | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACNP CORPORATION | ||||||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | 232540747 | RESTAURANT | PA | WIDENER UNIVERSITY | C | $55,160 | 1.00000 | Yes (1) | |
| PROVIDENCE ENTERPRISES INC | ||||||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | 510260604 | INACTIVE | PA | WIDENER UNIVERSITY | C | 1.00000 | Yes (1) | ||
| PIONEER PUB OF WIDENER INC | ||||||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | 232777365 | REAL ESTATE | PA | WIDENER UNIVERSITY | C | $648,685 | 1.00000 | Yes (1) | |
| CARES TWENTY ONE SRL | ||||||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | REAL ESTATE | PIONEER PUB OF WIDENER INC | C | $709,854 | 1.00000 | Yes (1) | CS | ||
| 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 | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE WIDENER PARTNERSHIP CHARTER SCHOOL | ||
| J | $700,000 | CONTRACT PRICE |
| THE WIDENER PARTNERSHIP CHARTER SCHOOL | ||
| L | $114,037 | CONTRACT PRICE |
| THE WIDENER PARTNERSHIP CHARTER SCHOOL | ||
| Q | $4,745,885 | CONTRACT PRICE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 1N: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY SHARES ITS FACILITIES WITH NEUROPSYCHOLOGY ASSESSMENT CENTER AT WIDENER UNIVERSITY. | ExplanationTxt |