WEST CHESTER UNIVERSITY FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WEST CHESTER UNIVERSITY FOUNDATION (EIN 23-3054174)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202201369349305785
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T11:05:50-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233054174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST CHESTER UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 6104362868 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 CARTER DRIVE | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19382 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY RAY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6104362868 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CINDY | PersonFirstNm |
| Person Last | RAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | CHRISTOPHER MOMINEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 CARTER DRIVE | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19382 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,295,143 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WCUFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE THE CHARITABLE, SCIENTIFIC, AND EDUCATIONAL INTERESTS OF WEST CHESTER UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 156 | TotalVolunteersCnt |
| Total Gross UBI | $1,372 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,789,131 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,970,526 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,823,037 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,624,363 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,106,061 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,819,802 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$119,382 | PYOtherRevenueAmt |
| CY Other Revenue | $63,397 | CYOtherRevenueAmt |
| PY Total Revenue | $7,598,847 | PYTotalRevenueAmt |
| CY Total Revenue | $11,478,088 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,693,569 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,115,931 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,812,370 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,855,079 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,202,321 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,165,555 | PYOtherExpensesAmt |
| CY Other Expenses | $1,428,924 | CYOtherExpensesAmt |
| PY Total Expenses | $8,671,494 | PYTotalExpensesAmt |
| CY Total Expenses | $7,399,934 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,072,647 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,078,154 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,390,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,929,586 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,869,474 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,380,222 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,521,195 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,549,364 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION WAS FORMED TO PROMOTE THE CHARITABLE, SCIENTIFIC, AND EDUCATIONAL INTERESTS OF WEST CHESTER UNIVERSITY. THE FOUNDATION ACHIEVES THIS BY SOLICITING FUNDS AND OTHER PROPERTY IN ACCORDANCE WITH PRIORITIES ESTABLISHED BY THE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,467,420 | ExpenseAmt |
| Grant | $3,115,931 | GrantAmt |
| Revenue | $1,624,363 | RevenueAmt |
| Desc | THE FOUNDATION'S PROGRAM SERVICE ACCOMPLISHMENTS DURING FISCAL YEAR JUNE 30, 2021 WERE:THE FOUNDATION RAISED OVER $7.9 MILLION IN CONTRIBUTIONS FOR WEST CHESTER UNIVERSITY:- OVER $2 MILLION OF THE $7.9 MILLION RAISED WAS DIRECTED TO ENDOWMENTS FOR THE BENEFIT OF FUTURE STUDENT SCHOLARSHIPS AND FUTURE SUPPORT FOR UNIVERSITY PROGRAMS AND ACTIVITIES. $1.094 MILLION IN SCHOLARSHIPS WERE AWARDED TO NEARLY 1,000 STUDENTS BASED ON CRITERIA DETERMINED BY DONORS. MANY OF THE SCHOLARSHIP RECIPIENTS COULD NOT EXPERIENCE THE OPPORTUNITIES AND BENEFITS OF A HIGH QUALITY WEST CHESTER UNIVERSITY EDUCATION WITHOUT THESE SCHOLARSHIPS.- FUNDS RAISED ALSO BENEFITED PROGRAMS AND ACTIVITIES SUCH AS ACADEMIC AND CULTURAL PROGRAMS, ATHLETIC PROGRAMS, JOINT UNDERGRADUATE STUDENT AND FACULTY RESEARCH, STUDENT AND FACULTY CONFERENCE ATTENDANCE, STUDENT PARTICIPATION IN NATIONAL TOURNAMENTS, PROFESSIONAL DEVELOPMENT, AND OTHER STUDENT SERVICES. | Desc |
| Total Program Service Expenses | $4,467,420 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 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 | 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 | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 58 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINDY RAY CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6104304156 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 CARTER DRIVE | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19382 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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 |
|---|---|---|---|---|---|---|---|---|
| DR JOHN H BAKER | ||||||||
| PRESIDENT | 0.20 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN LEIDHEISER | ||||||||
| TREASURER | 0.20 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR SANDRA F MATHER | ||||||||
| SECRETARY | 0.20 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR DAVID HOLVECK | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| DR MAURY HOBERMAN | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD N COLLISON | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| DR JOAN M KAMINSKI | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JOHN N NICKOLAS | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MAY VAN | ||||||||
| VICE PRESIDENT | 0.20 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MILLIE CASSIDY | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| DR TAHANY NAGGAR | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| KEITH BEALE | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT PLUCIENIK | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| ERIC BOSSARD | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MARISA TILGHMAN | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| PAUL D EMRICK | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| DR DAWN APGAR | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| RANDALL WARREN | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| DR STANLEY YAROSEWICK | ||||||||
| TRUSTEE | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER MOMINEY | ||||||||
| CEO | 30.00 | 15.00 | Yes (X) | $264,728 | $0 | $50,293 | ||
| MARIE COLAPRETE | ||||||||
| CHIEF HR OFFICER | 30.00 | 15.00 | Yes (X) | $119,561 | $0 | $12,296 | ||
| CINDY RAY | ||||||||
| CFO | 22.50 | 22.50 | Yes (X) | $135,307 | $0 | $21,338 | ||
| CHRISTINA FARRELL | ||||||||
| CHIEF ADVANCEMENT OPS OFFICER | 45.00 | Yes (X) | $101,285 | $0 | $21,876 | |||
| DEBRA CORNELIUS | ||||||||
| CHIEF DEVELOPMENT OFFICER | 45.00 | $106,698 | $0 | $35,581 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $727,579 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $141,384 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | |||||
| PO BOX 78975 | MILWAUKEE | WI | 52378 | ACCOUNTING SERVICES | $187,857 |
| BLACKBAUD | |||||
| 65 FAIRCHILD STREET | CHARLESTON | SC | 29492 | WEBSITE MANAGEMENT | $104,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $88,151 | FundraisingAmt |
| All Other Contributions | $7,882,375 | AllOtherContributionsAmt |
| Noncash Contributions | $357,780 | NoncashContributionsAmt |
| Total Contributions | $7,970,526 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT REVENUE | 611710 | $1,591,000 | $1,591,000 |
| ADVANCEMENT ASSOCIATE REIMBURSEME | 611710 | $25,648 | $25,648 |
| SPONSORSHIP REVENUE | 611710 | $7,715 | $7,715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,624,363 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,130,910 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,372 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,129,538 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,756 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,256 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,256 | TotalRevenueColumnAmt |
| Exclusion | -$1,256 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,132,119 | SecuritiesAmt |
| Other | $345,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,421,796 | SecuritiesAmt |
| Other | $366,431 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $710,323 | SecuritiesAmt |
| Other | -$21,431 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $688,892 | TotalRevenueColumnAmt |
| Exclusion | $688,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $56,919 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $88,151 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $27,072 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,847 | TotalRevenueColumnAmt |
| Exclusion | $29,847 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $34,806 | TotalRevenueColumnAmt |
| Exclusion | $34,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,806 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,478,088 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,624,363 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,372 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,881,827 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,947,075 | TotalAmt |
| Program Services | $1,947,075 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,168,856 | TotalAmt |
| Program Services | $1,168,856 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,524 | TotalAmt |
| Management And General | $763,524 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,455,168 | TotalAmt |
| Program Services | $645,660 | ProgramServicesAmt |
| Management And General | $43,316 | ManagementAndGeneralAmt |
| Fundraising | $766,192 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,873 | TotalAmt |
| Program Services | $50,760 | ProgramServicesAmt |
| Management And General | $3,477 | ManagementAndGeneralAmt |
| Fundraising | $59,636 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,658 | TotalAmt |
| Program Services | $142,979 | ProgramServicesAmt |
| Management And General | $73,712 | ManagementAndGeneralAmt |
| Fundraising | $143,967 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,856 | TotalAmt |
| Program Services | $50,052 | ProgramServicesAmt |
| Management And General | $54,207 | ManagementAndGeneralAmt |
| Fundraising | $57,597 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,391 | TotalAmt |
| Management And General | $65,391 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,490 | TotalAmt |
| Management And General | $21,490 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,852 | TotalAmt |
| Management And General | $96,852 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,840 | TotalAmt |
| Program Services | $211,354 | ProgramServicesAmt |
| Management And General | $55,325 | ManagementAndGeneralAmt |
| Fundraising | $16,161 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,718 | TotalAmt |
| Program Services | $5,583 | ProgramServicesAmt |
| Management And General | $135 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,359 | TotalAmt |
| Program Services | $93,308 | ProgramServicesAmt |
| Management And General | $15,207 | ManagementAndGeneralAmt |
| Fundraising | $31,844 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,987 | TotalAmt |
| Program Services | $27,334 | ProgramServicesAmt |
| Management And General | $43,860 | ManagementAndGeneralAmt |
| Fundraising | $82,793 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,196 | TotalAmt |
| Program Services | $44,786 | ProgramServicesAmt |
| Management And General | $56,410 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,861 | TotalAmt |
| Program Services | $1,861 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,301 | TotalAmt |
| Management And General | $107,301 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,776 | TotalAmt |
| Management And General | $277,776 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,624 | TotalAmt |
| Program Services | $865 | ProgramServicesAmt |
| Management And General | $46,358 | ManagementAndGeneralAmt |
| Fundraising | $1,401 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBIT | $400 | $400 | ||
| MEALS AND ENTERTAINMENT | $54,244 | $1,452 | $43,362 | $9,430 |
| LICENSES, FEES, DEV | $53,772 | $3,925 | $24,733 | $25,114 |
| FLOWERS AND GIFTS | $15,416 | $8,407 | $7,009 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,697 | TotalAmt |
| Program Services | $445 | ProgramServicesAmt |
| Management And General | $75 | ManagementAndGeneralAmt |
| Fundraising | $1,177 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,399,934 | TotalAmt |
| Program Services | $4,467,420 | ProgramServicesAmt |
| Management And General | $1,730,193 | ManagementAndGeneralAmt |
| Fundraising | $1,202,321 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,397 | BOYAmt |
| EOY | $2,051,021 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,196,222 | BOYAmt |
| EOY | $11,374,585 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,207,573 | BOYAmt |
| EOY | $3,587,129 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,593 | BOYAmt |
| EOY | $85,620 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,643 | BOYAmt |
| EOY | $2,330 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,422 | BOYAmt |
| EOY | $67,602 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,313,444 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,607,734 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,337,010 | BOYAmt |
| EOY | $4,705,710 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,022,800 | BOYAmt |
| EOY | $29,933,281 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,078,009 | BOYAmt |
| EOY | $2,122,308 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,390,669 | BOYAmt |
| EOY | $53,929,586 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $481,526 | BOYAmt |
| EOY | $611,637 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,638,234 | BOYAmt |
| EOY | $2,443,673 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,000 | BOYAmt |
| EOY | $1,184,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,714 | BOYAmt |
| EOY | $140,912 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,869,474 | BOYAmt |
| EOY | $4,380,222 | 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 | $9,025,048 | BOYAmt |
| EOY | $6,276,850 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,496,147 | BOYAmt |
| EOY | $43,272,514 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,521,195 | BOYAmt |
| EOY | $49,549,364 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,390,669 | BOYAmt |
| EOY | $53,929,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,078,154 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,163,822 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$308,388 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $94,581 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,802,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,513,811 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,284,238 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,789,131 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,970,526 | CurrentTaxYearAmt |
| Total | $43,359,881 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,802,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,513,811 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,284,238 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,789,131 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,970,526 | CurrentTaxYearAmt |
| Total | $43,359,881 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,523,368 | SubstantialContributorsTotAmt |
| Public Support Total170 | $39,836,513 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $490,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $883,807 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,130,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,059,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,148,301 | CurrentTaxYearAmt |
| Total | $4,712,492 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,432 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,432 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $237,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $204,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $233,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,725 | CurrentTaxYearAmt |
| Total | $872,178 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,945,983 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,197,638 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81410 | 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 | OTHER REVENUE - 2017 AMOUNT: $ 1,036. 2018 AMOUNT: $ 821. 2020 AMOUNT: $ 34,806. NON-CHARITABLE FUNDRAISING RECEIPTS - 2016 AMOUNT: $ 237,956. 2017 AMOUNT: $ 203,923. 2018 AMOUNT: $ 233,069. 2019 AMOUNT: $ 78,151. 2020 AMOUNT: $ 56,919. BAD DEBT RECOVERY - 2019 AMOUNT: $ 25,497. | 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) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,399,934 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $25,460,466 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,399,934 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $25,460,466 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $519,997 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $129,999 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,775,112 | BeginningYearBalanceAmt |
| Contributions | $2,950,280 | ContributionsAmt |
| Investment Earnings Or Losses | $5,650,041 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $379,913 | GrantsOrScholarshipsAmt |
| Other Expenditures | $310,535 | OtherExpendituresAmt |
| End Year Balance | $29,684,985 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,522,287 | BeginningYearBalanceAmt |
| Contributions | $944,943 | ContributionsAmt |
| Investment Earnings Or Losses | $911,113 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $379,913 | GrantsOrScholarshipsAmt |
| Other Expenditures | $223,318 | OtherExpendituresAmt |
| End Year Balance | $21,775,112 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,989,983 | BeginningYearBalanceAmt |
| Contributions | $3,809,454 | ContributionsAmt |
| Investment Earnings Or Losses | $1,288,100 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $352,749 | GrantsOrScholarshipsAmt |
| Other Expenditures | $212,501 | OtherExpendituresAmt |
| End Year Balance | $20,522,287 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,901,883 | BeginningYearBalanceAmt |
| Contributions | $681,702 | ContributionsAmt |
| Investment Earnings Or Losses | $956,323 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $317,077 | GrantsOrScholarshipsAmt |
| Other Expenditures | $232,848 | OtherExpendituresAmt |
| End Year Balance | $15,989,983 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,538,450 | BeginningYearBalanceAmt |
| Contributions | $1,034,880 | ContributionsAmt |
| Investment Earnings Or Losses | $1,725,658 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $145,241 | GrantsOrScholarshipsAmt |
| Other Expenditures | $251,864 | OtherExpendituresAmt |
| End Year Balance | $14,901,883 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31000 | 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 | $379,085 | OtherCostOrOtherBasisAmt |
| Book Value | $379,085 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,302,754 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,029,990 | DepreciationAmt |
| Book Value | $4,272,764 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $631,605 | OtherCostOrOtherBasisAmt |
| Depreciation | $577,744 | DepreciationAmt |
| Book Value | $53,861 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,705,710 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY | $9,050 |
| CHARITABLE GIFT ANNUITY | $131,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $140,912 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,712,610 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,163,822 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $41,872 | OtherRevenueAmt |
| Revenue Not Reported | $4,205,694 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,506,916 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$28,828 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$28,828 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,478,088 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,684,441 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $308,388 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $72,971 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $381,359 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,303,082 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $96,852 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $96,852 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,399,934 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | FIFTY-SIX PERCENT OF THE ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND FINANCIAL AID TO WEST CHESTER UNIVERSITY STUDENTS. FORTY-FOUR PERCENT OF THE ENDOWMENT FUNDS ARE USED TO PROVIDE OPERATING FUNDS FOR VARIOUS WEST CHESTER UNIVERSITY DEPARTMENTS. |
| PART X, LINE 2: | MANAGEMENT HAS EVALUATED SUBSTANTIVE TAX POSITIONS TAKEN BY THE FOUNDATION AS OF JUNE 30, 2021 AND 2020. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE-LIKELY-THAN-NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT HAS A LIKELIHOOD OF BEING REALIZED ON EXAMINATION OF MORE THAN 50 PERCENT. FOR TAX POSITIONS NOT MEETING THE "MORE-LIKELY-THAN-NOT" TEST, NO TAX BENEFIT IS RECORDED. MANAGEMENT BELIEVES NO SIGNIFICANT UNCERTAIN TAX POSITIONS EXIST, EITHER INDIVIDUALLY OR IN THE AGGREGATE, THAT WOULD GIVE RISE TO THE NONRECOGNITION OF AN EXISTING TAX BENEFIT. AS OF JUNE 30, 2021 AND 2020, THE FOUNDATION HAD NO MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES. THE FOUNDATION'S AND USH'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR 2020, 2019 AND 2018 REMAIN SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THE DATE THE RETURNS WERE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 138,724. INVESTMENT FEES -96,852. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSE -1,756. FUNDRAISING EXPENSES -27,072. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 1,756. FUNDRAISING EXPENSES 27,072. UNCOLLECTIBLE PLEDGES 44,143. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 96,852. |
| SCHEDULE D, PARTS XI, XII AND XIII | THE ORGANIZATION DID NOT PARTICIPATE IN SEPARATE, STAND-ALONE AUDITED FINANCIAL STATEMENTS. CONSOLIDATING SCHEDULES ARE LOCATED IN THE BACK OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. SCHEDULE D PARTS XI, XII, AND XIII, ALTHOUGH NOT REQUIRED, HAVE BEEN PREPARED TO RECONCILE THESE CONSOLIDATING SCHEDULES TO THE FINANCIAL INFORMATION ON THIS FORM 990. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PRESIDENTIAL GALA | Event1Nm |
| Gross Receipts Event1 | $111,707 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $70,307 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,400 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $14,793 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $10,647 | OtherDirectExpensesEvent1Amt |
| Event2 | MARCHING BAND GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $12,335 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,721 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $9,614 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $1,392 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $8,132 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $4,622 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $3,510 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $132,174 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $77,650 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $54,524 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $14,793 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,039 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,832 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $27,692 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| WEST CHESTER UNIVERSITY OF PENNSYLVANIA | ||||||||||
| 700 SOUTH HIGH STREET | WEST CHESTER | PA | 19383 | 232417773 | 170(C)(1) | $1,671,139 | $12,887 | COST AND APPRAISALS | DONATIONS TO BE USED IN THE OPERATIONS OF THE UNIVERSITY | TO PROMOTE THE VARIOUS EXEMPT PURPOSES OF WEST CHESTER UNIVERSITY |
| WEST CHESTER UNIVERSITY STUDENT SERVICES INC | ||||||||||
| WCU SYKES UNION BLDG E ROSEDALE | WEST CHESTER | PA | 19383 | 232490021 | 501(C)(3) | $99,968 | TO PROMOTE THE VARIOUS EXEMPT PURPOSES OF STUDENT SERVICES, INC. | |||
| WEST CHESTER UNIVERSITY ALUMNI ASSOCIATION | ||||||||||
| 202 CARTER DRIVE | WEST CHESTER | PA | 19382 | 231287817 | 501(C)(3) | $20,683 | TO PROMOTE THE VARIOUS EXEMPT PURPOSES OF WEST CHESTER UNIVERSITY ALUMNI ASSOCIATION | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIP FOR STUDENTS OF WEST CHESTER UNIVERSITY. | 1011 | $1,094,991 |
| HONORARIUMS TO SPEAKERS, VISITING ARTISTS, AND STUDENTS AT WEST CHESTER UNIVERSITY | 30 | $73,865 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS AND OTHER ASSISTANCE INCLUDE AWARDS, PRIZES, STIPENDS, SCHOLARSHIPS, AND SIMILAR PAYMENTS AND DISTRIBUTIONS THAT THE FOUNDATION MAKES TO WEST CHESTER UNIVERSITY, ITS AFFILIATES, AND ITS STUDENTS. WRITTEN GUIDELINES FOR EACH RESTRICTED FUND DEFINE THE DONOR-RESTRICTED PURPOSE AND PARAMETERS OF THE FUND. DISBURSEMENTS FROM THESE FUNDS REQUIRE THE RECIPIENT TO SUBMIT VERIFIABLE AND INDEPENDENT DOCUMENTATION THAT MEET THE GUIDELINE CRITERIA. THE SUBMISSION IS VERIFIED BY FOUNDATION STAFF FOR COMPLIANCE WITH THE GUIDELINES PRIOR TO DISBURSEMENT TO THE RECIPIENT. PART II: WEST CHESTER UNIVERSITY FOUNDATION DISTRIBUTES DONOR-RESTRICTED FUNDS TO WEST CHESTER UNIVERSITY TO USE FOR CAPITAL PROJECTS. THE FOUNDATION ALSO DISTRIBUTES DONOR RESTRICTED FUNDS TO DESIGNATED AFFILIATED ENTITIES OF WEST CHESTER UNIVERSITY. ALL ENTITIES THAT RECEIVE FUNDS FROM WEST CHESTER UNIVERSITY FOUNDATION HAVE INTERNAL CONTROLS TO ENSURE MONIES ARE PROPERLY ALLOCATED AND USED. ON OCCASION WEST CHESTER UNIVERSITY FOUNDATION PROVIDES SMALL GRANTS TO OTHER NON-PROFIT ORGANIZATIONS. THE FOUNDATION MAKES EVERY EFFORT TO OBTAIN INDEPENDENT VERIFICATION THAT THE FUNDS WERE USED IN COMPLIANCE WITH THE FOUNDATION'S EXPECTATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER MOMINEY | ||||||||||||||
| CEO | $264,728 | $0 | $0 | $0 | $0 | $0 | $24,593 | $0 | $25,700 | $0 | $315,021 | $0 | $0 | $0 |
| CINDY RAY | ||||||||||||||
| CFO | $135,307 | $0 | $0 | $0 | $0 | $0 | $12,570 | $0 | $8,768 | $0 | $156,645 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $344,969 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 41 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,009 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PURCHASE PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | BOOK VOUCHERS | 2 | $2,127 | COST |
| Yes (X) | AMAZON ECHOS | 20 | $1,675 | 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 NUMBERS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS, EXCEPT FOR THE AMAZON ECHOS IN WHICH THE AMOUNT IN COLUMN B IS THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS OF THE WCU FOUNDATION BOARD OF TRUSTEES AND THE (NON-VOTING) CEO AND CFO OF WCU FOUNDATION. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT FOR THE BOARD BETWEEN ITS REGULAR MEETINGS. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL OF THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHIEF FINANCIAL OFFICER REVIEWS THE 990 DRAFT IN DETAIL. ONCE THE FINAL 990 HAS BEEN APPROVED BY THE CHIEF FINANCIAL OFFICER, THE DRAFT 990 IS PROVIDED TO EACH TRUSTEE FOR REVIEW AND COMMENTS IN ADVANCE OF THE FILING DEADLINE. ONCE THE TRUSTEES HAVE HAD TIME TO REVIEW THE RETURN, THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY CONFLICT-OF-INTEREST FORMS ARE COMPLETED BY EACH TRUSTEE AND OFFICER DISCLOSING CIRCUMSTANCES THAT MIGHT DISSUADE THEM FROM ACTING IN THE BEST INTEREST OF WEST CHESTER UNIVERSITY FOUNDATION. IN ADDITION, TRUSTEES SHALL MAKE PROMPT AND FULL DISCLOSURE TO THE BOARD OF A PROSPECTIVE SITUATION THAT MAY INVOLVE A CONFLICT OF INTEREST AS SOON AS THAT CONFLICT IS KNOWN. THIS DISCLOSURE SHOULD BE MADE A MATTER OF THE RECORD, EITHER THROUGH AN ANNUAL PROCEDURE OR WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. IF A CONFLICT OF INTEREST SHOULD ARISE, THE CEO AND THE BOARD MEMBER SHOULD PROMPTLY RESOLVE THE MATTER AND THE RESOLUTION SHOULD BE RECORDED IN THE MINUTES OF THE BOARD. TRUSTEES WITH CONFLICTS SHALL REMOVE THEMSELVES FROM NEGOTIATIONS, DECISIONS, DELIBERATIONS, OR VOTES INVOLVING THE CONFLICT. THIS SHALL NOT BE CONSTRUED AS PREVENTING THE TRUSTEE FROM STATING HIS POSITION IN THE MATTER OR FROM ANSWERING PERTINENT QUESTIONS FROM THE BOARD WHEN HIS/HER KNOWLEDGE MAY BE OF ASSISTANCE. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPLICITLY MENTIONED IN THE POLICY AS SOURCES OF POTENTIAL CONFLICTS. MANAGERS AND EMPLOYEES ARE EXPECTED TO VOLUNTEER CONFLICTS OF INTEREST AS THEY ARISE TO THE CEO. THE CEO DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS, AND REQUESTS THE MANAGER OR EMPLOYEE TO RECUSE HIMSELF FROM TOPICS AND VOTING ON ISSUES RELATED TO THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS APPROVED IN ADVANCE BY THE BOARD OF TRUSTEES' GOVERNANCE AND NOMINATING COMMITTEE. PRIOR TO MAKING THE DETERMINATION, THE COMMITTEE OBTAINS COMPENSATION DATA OF AT LEAST THREE COMPARABLE ORGANIZATIONS IN SIMILAR COMMUNITIES FOR SIMILAR SERVICE. IN ADDITION, BOARD MEMBERS ARE INVITED TO OFFER FEEDBACK TO THE COMMITTEE ON THE PERFORMANCE-BASED GOALS ESTABLISHED FOR THE POSITION. THE COMMITTEE DOCUMENTS THE BASIS FOR ITS DECISION CONCURRENTLY WITH MAKING THE DETERMINATION. COMPENSATION IS DEFINED IN THE CEO'S THREE-YEAR EMPLOYMENT CONTRACT. IN SEPTEMBER 2018, A ONE-YEAR CONTRACT WAS EXECUTED FOR THE PERIOD SEPTEMBER 1, 2018 THROUGH AUGUST 31, 2019 AND AMENDED ON JULY 1, 2019 TO EXTEND THROUGH JUNE 30, 2021. THE CHIEF FINANCIAL OFFICER AND OTHER KEY EMPLOYEE COMPENSATION IS EVALUATED BY THE BOARD AS PART OF THE PROCESS USED TO DETERMINE THE COMPENSATION FOR THE ORGANIZATION'S EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 138,724. UNCOLLECTIBLE PLEGES -44,143. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY STUDENT HOUSING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 541 | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820571540 | EIN |
| Primary Activities | STUDENT HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST CHESTER UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | 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 | 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 |
|---|---|---|
| UNIVERSITY STUDENT HOUSING LLC | ||
| D | $68,346 | COST |
| UNIVERSITY STUDENT HOUSING LLC | ||
| O | $200,000 | COST |
| UNIVERSITY STUDENT HOUSING LLC | ||
| Q | $417,960 | COST |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY STUDENT HOUSING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 CARTER DRIVE | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19382 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820571540 | EIN |
| Total Grassroots Lobby | $0 | TotalGrassrootsLobbyAmt |
| Total Direct Lobby | $0 | TotalDirectLobbyAmt |
| Total Lobby Expenditure | $0 | TotalLobbyExpenditureAmt |
| Other Exempt Purpose Expend | $0 | OtherExemptPurposeExpendAmt |
| Total Exempt Purpose Expend | $0 | TotalExemptPurposeExpendAmt |
| Lobby Nontx | $0 | LobbyNontxAmt |
| Grassroots Nontx | $0 | GrassrootsNontxAmt |
| Total Lobby Grssroot Mns Nontx | $0 | TotalLobbyGrssrootMnsNontxAmt |
| Tot Lbby Expend Mns Lobby Nontx | $0 | TotLbbyExpendMnsLobbyNontxAmt |
| Share Excess Lobby Expend | $0 | ShareExcessLobbyExpendAmt |