BRYN MAWR COLLEGE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BRYN MAWR COLLEGE (EIN 23-1352621)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-14
- IRS object ID
- 202211049349301761
- 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 I
- Schedule J
- Schedule K
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-14T18:43:40-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST STE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352621 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYN MAWR COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRYN | BusinessNameControlTxt |
| Phone | 6105265000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N MERION AVENUE | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARI FAZIO | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6105265641 | PhoneNum |
| Signature | 2022-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KARI | PersonFirstNm |
| Person Last | FAZIO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSLEE ARMSTRONG | PreparerPersonNm |
| PTIN | P00288383 | PTIN |
| Phone | 2155614200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIMBERLY E CASSIDY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N MERION AVENUE | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $405,759,162 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BRYNMAWR.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1885 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A RIGOROUS EDUCATION THROUGH AN UNDERGRAD LIBERAL ARTS CURRICULUM FOR (SEE SCHEDULE O) WOMEN & THROUGH COEDUCATIONAL GRAD PROGRAMS IN ARTS & SCIENCES, & IN SOCIAL WORK & SOCIAL RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 2129 | TotalEmployeeCnt |
| Total Volunteers | 869 | TotalVolunteersCnt |
| Total Gross UBI | -$1,104,075 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $30,342 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,188,643 | PYContributionsGrantsAmt |
| CY Contributions Grants | $47,879,373 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $111,315,861 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $98,107,494 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,145,477 | PYInvestmentIncomeAmt |
| CY Investment Income | $92,893,838 | CYInvestmentIncomeAmt |
| PY Other Revenue | $435,242 | PYOtherRevenueAmt |
| CY Other Revenue | $280,754 | CYOtherRevenueAmt |
| PY Total Revenue | $204,085,223 | PYTotalRevenueAmt |
| CY Total Revenue | $239,161,459 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $48,219,305 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $45,147,674 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $71,062,179 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $68,366,710 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,541,160 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $53,103,353 | PYOtherExpensesAmt |
| CY Other Expenses | $48,906,152 | CYOtherExpensesAmt |
| PY Total Expenses | $172,384,837 | PYTotalExpensesAmt |
| CY Total Expenses | $162,420,536 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $31,700,386 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $76,740,923 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,216,445,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,564,567,339 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $152,329,606 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $149,722,569 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,064,115,556 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,414,844,770 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $125,136,490 | ExpenseAmt |
| Grant | $45,143,715 | GrantAmt |
| Revenue | $95,799,552 | RevenueAmt |
| Desc | INSTRUCTION: DURING THE YEAR, BRYN MAWR COLLEGE'S ENROLLMENT CONSISTED OF APPROXIMATELY 1,301 FULL AND PART-TIME UNDERGRADUATE STUDENTS IN RESIDENCE AND 335 GRADUATE AND PROFESSIONAL STUDENTS. IN FY2021, BRYN MAWR CONFERRED 290 BACHELOR'S DEGREES; 45 POST-BACCALAUREATE CERTIFICATES; 75 MASTER'S DEGREES AND 5 DOCTORAL DEGREES. SEVENTY-SEVEN PERCENT OF FULL-TIME UNDERGRADUATE STUDENTS RECEIVED SOME FORM OF FINANCIAL AID. THE AVERAGE AID AWARD WAS $53,032. IN ADDITION, DURING FISCAL YEAR 2021, THE COLLEGE PROVIDED OVER $2.3 MILLION IN SUBAWARDS TO OTHER INSTITUTIONS FOR INSTRUCTION IN CRITICAL LANGUAGES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,596,256 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $922,390 | RevenueAmt |
| Desc | PUBLIC SERVICE AND CIVIC ENGAGEMENT: BRYN MAWR COLLEGE'S PHEBE ANNA THORNE SCHOOL HAS BEEN SERVING FAMILIES IN THE GREATER PHILADELPHIA AREA FOR MORE THAN SIXTY YEARS. THE THORNE SCHOOL CONTINUES TO OFFER DEVELOPMENTALLY ORIENTED, CHILD-CENTERED PRE-SCHOOL AND KINDERGARTEN PROGRAMS. CIVIC ENGAGEMENT COLLABORATES WITH COMMUNITY-BASED ORGANIZATIONS TO PREPARE STUDENTS TO BE SOCIALLY RESPONSIBLE LEADERS AND CITIZENS THROUGH PURPOSEFUL ACTION, REFLECTION, AND LEARNING. A WIDE VARIETY OF PROGRAMS INCLUDE PROVIDING DIRECT SERVICE SUCH AS TUTORING, TAX PREPARATION, MENTORING, AND LEADERSHIP TRAINING, AND REFLECTING ON THAT SERVICE INSIDE AND OUTSIDE OF A CLASSROOM SETTING. THIS DYNAMIC COMBINATION OF THE PRACTICAL AND THE ACADEMIC HELPS SHAPE STUDENTS' PROFESSIONAL GOALS, GIVES THEM REAL WORK EXPERIENCE, AND PROVIDES THE PHILADELPHIA METROPOLITAN AREA WITH MUCH-NEEDED SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,385,552 | ExpenseAmt |
| Grant | $3,959 | GrantAmt |
| Revenue | $1,385,552 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $128,118,298 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 285 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2129 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | FR | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | Yes (1) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | 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 | 0 | 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 | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | 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 | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | 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 | CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6105265632 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N MERION AVE | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 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 |
|---|---|---|---|---|---|---|---|---|---|
| ANN LOGAN | |||||||||
| CHAIR, BOARD OF TRUSTEES | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA ARCHER | |||||||||
| VICE CHAIR, BOARD OF TRUSTEES | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SANDY BAUM | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE L BROWN | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY L CLARK | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CECILIA A CONRAD | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN JIN DAVIS | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DENISE LEE HURLEY | |||||||||
| VICE CHAIR, BOARD OF TRUSTEES | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KIKI JAMIESON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JUSTINE D JENTES | |||||||||
| VICE CHAIR, BOARD OF TRUSTEES | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EILEEN P KAVANAGH | |||||||||
| SECRETARY BOARD OF TRUSTEES | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY I KOHN | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY T LOFTUS | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN MACLAURIN | |||||||||
| VICE CHAIR, BOARD OF TRUSTEES | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PATRICK T MCCARTHY | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET SARKELA | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET L STEINMAYER | |||||||||
| VICE CHAIR, BOARD OF TRUSTEES | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SASKIA SUBRAMANIAN | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SEVERA VON WENTZEL | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TERESA WALLACE | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH VOGEL WARREN | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NANAR TABRIZI YOSELOFF | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY MILLS | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTY A ALLEN | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JING-YEA HSU | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN KERR | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| APARAJITA BHATTACHARYYA | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA CHALKER | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM BLAKE NELSON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THABANI SINKULA | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER SUH WHITFIELD | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GABRIELLE FARRELL | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| IVY GLUCK | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RHEA GRAHAM | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA MORENO | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY E CASSIDY | |||||||||
| PRESIDENT OF THE COLLEGE | 40.00 | 0.00 | Yes (X) | $527,874 | $0 | $130,423 | |||
| KARI FAZIO | |||||||||
| CFO AND CAO | 40.00 | 0.00 | Yes (X) | $276,603 | $0 | $38,363 | |||
| SAMUEL B MAGDOVITZ | |||||||||
| COLLEGE COUNSEL | 40.00 | 0.00 | Yes (X) | $192,031 | $0 | $43,660 | |||
| RUTH LINDEBORG | |||||||||
| SECRETARY OF THE COLLEGE | 40.00 | 0.00 | Yes (X) | $179,616 | $0 | $48,523 | |||
| TIMOTHY HARTE | |||||||||
| PROVOST & PROFESSOR (BEG PRO 7/1/20) | 40.00 | 0.00 | Yes (X) | $165,890 | $0 | $43,523 | |||
| ROBERT A MILLER | |||||||||
| CHIEF ALUM RELATIONS & DEV OFF | 40.00 | 0.00 | $277,518 | $0 | $37,378 | Yes (X) | |||
| GINA SIESING | |||||||||
| CIO AND DIRECTOR OF LIBRARIES | 40.00 | 0.00 | $194,547 | $0 | $30,728 | Yes (X) | |||
| CHERYL LYNN HORSEY | |||||||||
| CHIEF ENROLLMENT OFFICER | 40.00 | 0.00 | $181,910 | $0 | $40,546 | Yes (X) | |||
| JENNIFER WALTERS | |||||||||
| DEAN OF UNDERGRADUATE COLLEGE | 40.00 | 0.00 | $181,545 | $0 | $40,852 | Yes (X) | |||
| MARY OSIRIM | |||||||||
| PROFESSOR (END PROVOST 6/30/20) | 40.00 | 0.00 | $239,355 | $0 | $60,195 | Yes (X) | |||
| ROBERT J DOSTAL | |||||||||
| PROFESSOR | 40.00 | 0.00 | $239,249 | $0 | $42,634 | Yes (X) | |||
| DARLYNE BAILEY | |||||||||
| PROFESSOR | 40.00 | 0.00 | $215,135 | $0 | $32,643 | Yes (X) | |||
| DEEPAK KUMAR | |||||||||
| PROFESSOR | 40.00 | 0.00 | $207,303 | $0 | $32,757 | Yes (X) | |||
| GRACE ARMSTRONG | |||||||||
| PROFESSOR | 40.00 | 0.00 | $181,736 | $0 | $28,876 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,260,312 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $651,101 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 111 | 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 |
|---|---|---|---|---|---|
| THE SULLIVAN CO | |||||
| 2 LA GRANGE AVE | ESSINGTON | PA | 19029 | BUILDING CONTRACTOR | $3,338,082 |
| HSC BUILDERS & CONSTRUCTION MANAGERS | |||||
| 304 NEW MILL LN | EXTON | PA | 19341 | BUILDING CONTRACTOR | $1,678,341 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH ST | BOSTON | MA | 02110 | INVESTMENT CONSULTANT | $1,407,120 |
| PAYETTE ASSOCIATES INC | |||||
| 290 CONGRESS ST FIFTH FLOOR | BOSTON | MA | 022101005 | ARCHITECTS | $1,200,944 |
| HAINES & KIBBLEHOUSE INC | |||||
| 4747 BROAD ST | PHILDELPHIA | PA | 19112 | BUILDING CONTRACTOR | $623,359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $6,648,306 | GovernmentGrantsAmt |
| All Other Contributions | $41,231,067 | AllOtherContributionsAmt |
| Noncash Contributions | $13,053,394 | NoncashContributionsAmt |
| Total Contributions | $47,879,373 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| GROSS TUITION | 611710 | $79,714,572 | $79,714,572 | |
| ROOM AND BOARD | 721310 | $14,441,814 | $14,441,814 | |
| TRI-COLLEGE PROGRAMS | 611710 | $1,740,545 | $1,740,545 | |
| PUBLIC SERVICE FEES | 611710 | $922,390 | $922,390 | |
| OTHER AUXILIARY SERVIC | 532000 | $735,338 | $631,309 | $104,029 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $552,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $552,835 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $98,107,494 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,509,812 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,208,104 | UnrelatedBusinessRevenueAmt |
| Exclusion | $50,717,916 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $420 | TotalRevenueColumnAmt |
| Exclusion | $420 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,173 | TotalRevenueColumnAmt |
| Exclusion | $2,173 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $209,981,309 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $166,597,703 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,383,606 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,383,606 | TotalRevenueColumnAmt |
| Exclusion | $43,383,606 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENDING, MISC. SALES, | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $278,581 | TotalRevenueColumnAmt |
| Exclusion | $278,581 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $278,581 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $239,161,459 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $98,003,465 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,104,075 | UnrelatedBusinessRevenueAmt |
| Exclusion | $94,382,696 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,360,702 | TotalAmt |
| Program Services | $2,360,702 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,701,466 | TotalAmt |
| Program Services | $42,701,466 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,506 | TotalAmt |
| Program Services | $85,506 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,173,947 | TotalAmt |
| Program Services | $490,781 | ProgramServicesAmt |
| Management And General | $2,348,047 | ManagementAndGeneralAmt |
| Fundraising | $335,119 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,050,985 | TotalAmt |
| Program Services | $41,740,260 | ProgramServicesAmt |
| Management And General | $6,513,546 | ManagementAndGeneralAmt |
| Fundraising | $2,797,179 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,627,616 | TotalAmt |
| Program Services | $3,436,983 | ProgramServicesAmt |
| Management And General | $928,583 | ManagementAndGeneralAmt |
| Fundraising | $262,050 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,945,273 | TotalAmt |
| Program Services | $4,514,669 | ProgramServicesAmt |
| Management And General | $1,134,926 | ManagementAndGeneralAmt |
| Fundraising | $295,678 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,568,889 | TotalAmt |
| Program Services | $2,680,330 | ProgramServicesAmt |
| Management And General | $689,336 | ManagementAndGeneralAmt |
| Fundraising | $199,223 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,242 | TotalAmt |
| Program Services | $19,668 | ProgramServicesAmt |
| Management And General | $76,423 | ManagementAndGeneralAmt |
| Fundraising | $151 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,081 | TotalAmt |
| Management And General | $313,081 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,508 | TotalAmt |
| Program Services | $524 | ProgramServicesAmt |
| Management And General | $14,984 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,358,247 | TotalAmt |
| Program Services | $52,020 | ProgramServicesAmt |
| Management And General | $9,305,025 | ManagementAndGeneralAmt |
| Fundraising | $1,202 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,461,273 | TotalAmt |
| Program Services | $2,338,906 | ProgramServicesAmt |
| Management And General | $1,082,139 | ManagementAndGeneralAmt |
| Fundraising | $40,228 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,839 | TotalAmt |
| Program Services | $45,018 | ProgramServicesAmt |
| Management And General | $24,721 | ManagementAndGeneralAmt |
| Fundraising | $100 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,766,791 | TotalAmt |
| Program Services | $5,235,591 | ProgramServicesAmt |
| Management And General | $2,379,087 | ManagementAndGeneralAmt |
| Fundraising | $152,113 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,517,344 | TotalAmt |
| Program Services | $1,407,916 | ProgramServicesAmt |
| Management And General | $954,141 | ManagementAndGeneralAmt |
| Fundraising | $155,287 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,433,103 | TotalAmt |
| Program Services | $2,084,685 | ProgramServicesAmt |
| Management And General | $315,483 | ManagementAndGeneralAmt |
| Fundraising | $32,935 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,840 | TotalAmt |
| Program Services | $87,215 | ProgramServicesAmt |
| Management And General | $3,490 | ManagementAndGeneralAmt |
| Fundraising | $135 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,628 | TotalAmt |
| Program Services | $274,692 | ProgramServicesAmt |
| Management And General | $62,994 | ManagementAndGeneralAmt |
| Fundraising | $5,942 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,999,950 | TotalAmt |
| Program Services | $4,628,728 | ProgramServicesAmt |
| Management And General | $371,222 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,860,296 | TotalAmt |
| Program Services | $10,901,395 | ProgramServicesAmt |
| Management And General | $1,695,083 | ManagementAndGeneralAmt |
| Fundraising | $263,818 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,049,188 | TotalAmt |
| Program Services | $222,352 | ProgramServicesAmt |
| Management And General | $826,836 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LIBRARY ACQUISITIONS | $2,386,274 | $2,386,274 | |
| POOLED INCOME FUND EXP | $670,461 | $670,461 | |
| BI/TRI-CLG. SHARED EXP | $435,602 | $384,132 | $51,470 |
| STUDY ABROAD PROGRAMS | $38,485 | $38,485 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,420,536 | TotalAmt |
| Program Services | $128,118,298 | ProgramServicesAmt |
| Management And General | $29,761,078 | ManagementAndGeneralAmt |
| Fundraising | $4,541,160 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,838 | BOYAmt |
| EOY | $9,829 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,795,671 | BOYAmt |
| EOY | $112,790,765 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,114,104 | BOYAmt |
| EOY | $22,344,327 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,837,819 | BOYAmt |
| EOY | $3,196,819 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,560,340 | BOYAmt |
| EOY | $2,226,240 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100,683 | BOYAmt |
| EOY | $1,353,611 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $423,998,097 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $231,584,225 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,357,947 | BOYAmt |
| EOY | $192,413,872 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,898,048 | BOYAmt |
| EOY | $740,113,854 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,113,011 | BOYAmt |
| EOY | $484,236,733 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,657,701 | BOYAmt |
| EOY | $5,881,289 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,445,162 | BOYAmt |
| EOY | $1,564,567,339 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,346,011 | BOYAmt |
| EOY | $13,001,521 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,054 | BOYAmt |
| EOY | $415,040 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,866,357 | BOYAmt |
| EOY | $3,821,702 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,435,330 | BOYAmt |
| EOY | $122,820,520 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,076,854 | BOYAmt |
| EOY | $9,663,786 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,329,606 | BOYAmt |
| EOY | $149,722,569 | 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 | $519,651,207 | BOYAmt |
| EOY | $682,475,070 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,464,349 | BOYAmt |
| EOY | $732,369,700 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,064,115,556 | BOYAmt |
| EOY | $1,414,844,770 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,445,162 | BOYAmt |
| EOY | $1,564,567,339 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $76,740,923 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $273,988,291 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,761,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,253,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,794,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,188,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,879,373 | CurrentTaxYearAmt |
| Total | $205,876,961 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,761,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,253,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,794,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,188,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,879,373 | CurrentTaxYearAmt |
| Total | $205,876,961 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,522,676 | SubstantialContributorsTotAmt |
| Public Support Total170 | $203,354,284 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,621,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,055,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,260,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,286,492 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,512,405 | CurrentTaxYearAmt |
| Total | $238,736,790 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $632,792 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $423,343 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $359,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $432,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $278,581 | CurrentTaxYearAmt |
| Total | $2,126,202 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $446,739,953 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $534,824,851 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.45520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43890 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $15,508 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $15,508 | 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 | BRYN MAWR COLLEGE MAINTAINS PROFESSIONAL MEMBERSHIPS WITH MANY EXEMPT ORGANIZATIONS THAT AS PART OF THEIR MISSIONS STRIVE TO REPRESENT THE INTERESTS AND VIEWPOINTS OF HIGHER EDUCATION TO THE NATIONAL AND STATE LEGISLATURES. ACCORDINGLY, A PORTION OF THE DUES PAID TO THESE MEMBERSHIP ORGANIZATIONS IS REPORTED HERE AS IT MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. SOME OF THESE ORGANIZATIONS ARE: NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO), ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES OF PENNSYLVANIA (AICUP), AMERICAN ASSOCIATION OF UNIVERSITY WOMEN (AAUW), PENNSYLVANIA CONSORTIUM FOR THE LIBERAL ARTS (PCLA), NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (NASFAA), NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY ATTORNEYS (NACUA), NATIONAL ASSOCIATION OF CLERY COMPLIANCE OFFICERS AND PROFESSIONALS (NACCOP), NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING (NACAC), COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESROUCES (CUPA-HR), CONSORTIUM ON FINANCING HIGHER EDUCATION (COFHE), ASSOCIATION OF AMERICAN COLLEGES AND UNIVERSITIES (AAC&U). | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $24,966,869 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $901,011,027 | BeginningYearBalanceAmt |
| Contributions | $19,128,366 | ContributionsAmt |
| Investment Earnings Or Losses | $365,938,845 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,003,696 | GrantsOrScholarshipsAmt |
| Other Expenditures | $41,361,957 | OtherExpendituresAmt |
| Administrative Expenses | $11,362,000 | AdministrativeExpensesAmt |
| End Year Balance | $1,224,350,585 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $925,190,917 | BeginningYearBalanceAmt |
| Contributions | $15,795,015 | ContributionsAmt |
| Investment Earnings Or Losses | $17,392,216 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,654,440 | GrantsOrScholarshipsAmt |
| Other Expenditures | $40,603,781 | OtherExpendituresAmt |
| Administrative Expenses | $8,108,900 | AdministrativeExpensesAmt |
| End Year Balance | $901,011,027 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $933,991,646 | BeginningYearBalanceAmt |
| Contributions | $25,129,386 | ContributionsAmt |
| Investment Earnings Or Losses | $22,985,079 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,286,493 | GrantsOrScholarshipsAmt |
| Other Expenditures | $40,078,955 | OtherExpendituresAmt |
| Administrative Expenses | $8,549,746 | AdministrativeExpensesAmt |
| End Year Balance | $925,190,917 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $887,633,825 | BeginningYearBalanceAmt |
| Contributions | $28,683,671 | ContributionsAmt |
| Investment Earnings Or Losses | $73,877,705 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,072,607 | GrantsOrScholarshipsAmt |
| Other Expenditures | $39,059,760 | OtherExpendituresAmt |
| Administrative Expenses | $9,071,188 | AdministrativeExpensesAmt |
| End Year Balance | $933,991,646 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $837,186,199 | BeginningYearBalanceAmt |
| Contributions | $10,979,934 | ContributionsAmt |
| Investment Earnings Or Losses | $93,009,031 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,924,869 | GrantsOrScholarshipsAmt |
| Other Expenditures | $37,362,840 | OtherExpendituresAmt |
| Administrative Expenses | $8,253,630 | AdministrativeExpensesAmt |
| End Year Balance | $887,633,825 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43600 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25030 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31370 | 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 | $9,292,025 | OtherCostOrOtherBasisAmt |
| Book Value | $9,292,025 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $349,845,265 | OtherCostOrOtherBasisAmt |
| Depreciation | $193,011,832 | DepreciationAmt |
| Book Value | $156,833,433 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,416,996 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,901,747 | DepreciationAmt |
| Book Value | $24,515,249 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,443,811 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,670,646 | DepreciationAmt |
| Book Value | $1,773,165 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $192,413,872 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY | $405,459,591 | F |
| REAL ASSETS (NON-MARKETABLE) | $78,777,142 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $484,236,733 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY OBLIGATIONS | $6,466,983 |
| OTHER LT LIABILITIES | $3,196,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,663,786 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $462,493,347 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $273,988,291 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$38,507,969 | OtherRevenueAmt |
| Revenue Not Reported | $235,480,322 | RevenueNotReportedAmt |
| Revenue Subtotal | $227,013,025 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $12,148,434 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $12,148,434 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $239,161,459 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $111,764,133 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $111,764,133 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,148,434 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $38,507,969 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $50,656,403 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $162,420,536 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLEGE'S ART AND ARTIFACT COLLECTIONS NUMBER MORE THAN 50,000 OBJECTS. THESE COLLECTIONS ENCOMPASS FIVE AREAS: FINE ARTS AND MUSIC; ARCHAEOLOGY; DECORATIVE ARTS; AND GEOLOGY. THE COLLECTIONS ENHANCE THE MISSION OF BRYN MAWR COLLEGE AND SERVE AS A RESOURCE FOR DIVERSE ACADEMIC DEPARTMENTS, INCLUDING HISTORY OF ART, CLASSICS, ANTHROPOLOGY, FINE ARTS, GROWTH AND STRUCTURE OF CITIES, GEOLOGY, HISTORY AND LANGUAGES. EACH YEAR HUNDREDS OF OBJECTS FROM THE COLLECTIONS ARE UTILIZED FOR RESEARCH BY FACULTY, STUDENTS, AND OUTSIDE SCHOLARS. IN ADDITION, OBJECTS ARE REGULARLY LOANED TO REGIONAL, NATIONAL, AND INTERNATIONAL MUSEUM EXHIBITIONS. |
| PART V, LINE 4: | THE COLLEGE'S ENDOWMENT FUNDS CONSIST OF BOTH DONOR RESTRICTED AND BOARD DESIGNATED FUNDS. THE ENDOWMENT SUPPORTS GRANTS, INSTRUCTIONAL AND RESEARCH PROGRAMS, LECTURES, LIBRARY PURCHASES, AND GENERAL OPERATIONS. |
| PART X, LINE 2: | FIN 48 FOOTNOTE THE COLLEGE HAS BEEN GRANTED TAX-EXEMPT STATUS AS A NON-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, FILES ANNUALLY FEDERAL TAX FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX). THE COLLEGE ALSO FILES FEDERAL TAX FORM 990-T (EXEMPT ORGANIZATIONS BUSINESS INCOME TAX RETURN). THE COLLEGE MONITORS AND EVALUATES ITS ACTIVITIES FOR UNRELATED BUSINESS INCOME. THE TAX CUTS AND JOBS ACT (THE ACT) WAS ENACTED ON DECEMBER 22, 2017. THE ACT IMPACTS THE COLLEGE IN SEVERAL WAYS, INCLUDING A NEW EXCISE TAX ON NET INVESTMENT INCOME, INCREASES TO UNRELATED BUSINESS TAXABLE INCOME (UBTI) BY THE AMOUNT OF CERTAIN FRINGE BENEFITS FOR WHICH A DEDUCTION IS NOT ALLOWED, CHANGES TO THE NET OPERATING LOSS RULES, REPEAL OF THE ALTERNATIVE MINIMUM TAX (AMT), AND THE COMPUTATION OF UBTI SEPARATELY FOR EACH UNRELATED TRADE OR BUSINESS. THE COLLEGE HAS USED THE PUBLISHED FEDERAL GUIDANCE TO ESTIMATE THE TAX LIABILITY THAT THE ACT HAS CREATED FOR THE YEARS ENDING WITH MAY 31, 2021 AND MAY 31, 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DISCOUNTS FOR TUITION, ROOM, AND BOARD (RECLASS) -38,507,969. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DISCOUNTS FOR TUITION, ROOM, AND BOARD (RECLASS) 38,507,969. |
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 | BRYN MAWR COLLEGE'S POLICY IS POSTED ON ITS WEBSITE AND CONTAINED IN PRINTED ENROLLMENT MATERIALS PROVIDED TO ALL PROSPECTIVE STUDENTS. |
| SCHEDULE E, PART I, LINE 6 | BRYN MAWR COLLEGE RECEIVES FEDERAL, STATE, AND LOCAL GOVERNMENT FUNDING FOR FINANCIAL AID, PROGRAM SUPPORT, AND RESEARCH. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | FELLOWSHIPS | $43,200 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | RESEARCH AND PROFESSIONAL DEVELOPMENT | $1,038 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | FUNDRAISING | $782 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | FELLOWSHIPS | $42,306 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | RESEARCH AND PROFESSIONAL DEVELOPMENT | $33,326 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $30,885 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 1 | PROGRAM SERVICES | SUMMER LANGUAGE SCHOOL | $10,275 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH AND PROFESSIONAL DEVELOPMENT | $1,503 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | CURRICULUM | $15,268 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $14,280 |
| SUB-SAHARAN AFRICA | 0 | 1 | PROGRAM SERVICES | CURRICULUM | $5,563 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $276,131,982 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $15,709,537 | |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $10,900,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 1 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $163,315 | SubtotalSpentAmt |
| Continuation Spent | $302,776,700 | ContinuationSpentAmt |
| Total Spent | $302,940,015 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| FELLOWSHIPS AND PRIZES | EAST ASIA AND THE PACIFIC | 2 | $43,200 | BANK CHECK | FMV |
| FELLOWSHIPS AND PRIZES | EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | $42,306 | BANK CHECK | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | BRYN MAWR COLLEGE STUDENTS MUST SUBMIT AN APPLICATION TO PARTICIPATE IN THE STUDY ABROAD PROGRAM. THE PROGRAM OFFICE MAINTAINS A LIST OF FOREIGN INSTITUTIONS WHICH MEET THE ACADEMIC REQUIREMENTS OF THE COLLEGE. A COMMITTEE REVIEWS AND APPROVES EACH APPLICATION. STUDENTS ENROLLED IN A STUDY ABROAD PROGRAM ARE BILLED COLLEGE TUITION AND ALL FINANCIAL AID FOR STUDY ABROAD IS POSTED TO STUDENTS ACCOUNTS AT THE COLLEGE. THE COLLEGE REMITS TUITION PAYMENTS DIRECTLY TO THE OVERSEAS PROGRAM ON BEHALF OF THE STUDENTS. GRADUATE STUDENTS WHO RECEIVE FELLOWSHIPS TO PURSUE RESEARCH OVERSEAS ARE MONITORED BY ADVISORS THROUGH REPORTS AND MEASUREMENT OF ACADEMIC PROGRESS. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN COUNCILS FOR INTERNATIONAL EDUCATION | |||||||
| 1776 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | 521067256 | 501 (C) (3) | $2,317,243 | FOREIGN LANGUAGE TRAINING |
| FOUNDATION FOR COMMUNITY SERVICES | |||||||
| 814 YARROW ST | BRYN MAWR | PA | 19010 | 232844309 | 501 (C) (3) | $37,500 | OPERATIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL SUPPORT | GrantTypeTxt |
| Recipient | 1269 | RecipientCnt |
| Cash Grant | $42,701,466 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID TO INDIVIDUALS IS AWARDED BY THE COLLEGE'S FINANCIAL AID PROFESSIONALS IN ACCORDANCE WITH COLLEGE POLICIES. FINANCIAL AID IS ELECTRONICALLY DISBURSED AND CREDITED TO THE INDIVIDUAL STUDENT'S ACCOUNT FOR TUITION, FEES, ROOM, BOARD, AND OTHER ELIGIBLE CHARGES. AWARDS TO SUB-RECIPIENTS ARE IN ACCORDANCE WITH COLLEGE POLICIES AND PROVISIONS UNDER UNIFORM GUIDANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY E CASSIDY | ||||||||||||||
| PRESIDENT OF THE COLLEGE | $496,842 | $0 | $0 | $0 | $31,032 | $0 | $28,500 | $0 | $101,923 | $0 | $658,297 | $0 | $0 | $0 |
| KARI FAZIO | ||||||||||||||
| CFO AND CAO | $276,603 | $0 | $0 | $0 | $0 | $0 | $27,800 | $0 | $10,563 | $0 | $314,966 | $0 | $0 | $0 |
| ROBERT A MILLER | ||||||||||||||
| CHIEF ALUM RELATIONS & DEV OFF | $277,518 | $0 | $0 | $0 | $0 | $0 | $27,800 | $0 | $9,578 | $0 | $314,896 | $0 | $0 | $0 |
| MARY OSIRIM | ||||||||||||||
| PROFESSOR (END PROVOST 6/30/20) | $239,355 | $0 | $0 | $0 | $0 | $0 | $24,700 | $0 | $35,495 | $0 | $299,550 | $0 | $0 | $0 |
| ROBERT J DOSTAL | ||||||||||||||
| PROFESSOR | $239,249 | $0 | $0 | $0 | $0 | $0 | $24,001 | $0 | $18,633 | $0 | $281,883 | $0 | $0 | $0 |
| DARLYNE BAILEY | ||||||||||||||
| PROFESSOR | $215,135 | $0 | $0 | $0 | $0 | $0 | $21,695 | $0 | $10,948 | $0 | $247,778 | $0 | $0 | $0 |
| DEEPAK KUMAR | ||||||||||||||
| PROFESSOR | $207,303 | $0 | $0 | $0 | $0 | $0 | $20,994 | $0 | $11,763 | $0 | $240,060 | $0 | $0 | $0 |
| SAMUEL B MAGDOVITZ | ||||||||||||||
| COLLEGE COUNSEL | $192,031 | $0 | $0 | $0 | $0 | $0 | $19,800 | $0 | $23,860 | $0 | $235,691 | $0 | $0 | $0 |
| RUTH LINDEBORG | ||||||||||||||
| SECRETARY OF THE COLLEGE | $179,616 | $0 | $0 | $0 | $0 | $0 | $19,000 | $0 | $29,523 | $0 | $228,139 | $0 | $0 | $0 |
| GINA SIESING | ||||||||||||||
| CIO AND DIRECTOR OF LIBRARIES | $194,547 | $0 | $0 | $0 | $0 | $0 | $19,650 | $0 | $11,078 | $0 | $225,275 | $0 | $0 | $0 |
| CHERYL LYNN HORSEY | ||||||||||||||
| CHIEF ENROLLMENT OFFICER | $181,910 | $0 | $0 | $0 | $0 | $0 | $18,600 | $0 | $21,946 | $0 | $222,456 | $0 | $0 | $0 |
| JENNIFER WALTERS | ||||||||||||||
| DEAN OF UNDERGRADUATE COLLEGE | $181,545 | $0 | $0 | $0 | $0 | $0 | $18,600 | $0 | $22,252 | $0 | $222,397 | $0 | $0 | $0 |
| GRACE ARMSTRONG | ||||||||||||||
| PROFESSOR | $181,736 | $0 | $0 | $0 | $0 | $0 | $18,313 | $0 | $10,563 | $0 | $210,612 | $0 | $0 | $0 |
| TIMOTHY HARTE | ||||||||||||||
| PROVOST & PROFESSOR (BEG PRO 7/1/20) | $165,890 | $0 | $0 | $0 | $0 | $0 | $17,311 | $0 | $26,212 | $0 | $209,413 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST-CLASS TRAVEL IS OCCASIONALLY ALLOWED FOR INTERNATIONAL FLIGHTS AND RAIL TRANSPORTATION. AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO RESIDE IN COLLEGE-OWNED HOUSING. THE RESIDENCE MUST BE AND IS USED FOR COLLEGE BUSINESS AND COLLEGE-SPONSORED FUNCTIONS. THE ESTIMATED VALUE OF THE PRESIDENT'S HOUSING IS EXCLUDED FROM TAXABLE INCOME BUT DISCLOSED ON SCHEDULE J, COLUMN D, NONTAXABLE BENEFITS $43,618. A HOUSING EXPENSE ALLOWANCE IS PROVIDED. THE PRESIDENT WAS PROVIDED TAXABLE INCOME IN LIEU OF A PENSION CONTRIBUTION FOR WHICH THE COLLEGE ALSO PROVIDED A GROSS-UP PAYMENT FOR TAXES. THESE PAYMENTS ARE REPORTED IN COLUMN B(III). |
| PART I, LINE 7 | THE COLLEGE REPORTS NON-FIXED PAYMENTS ON SCHEDULE J, PART II. THE NON-FIXED PAYMENT, TAXABLE INCOME IN LIEU OF A COLLEGE PENSION CONTRIBUTION, IS REPORTED IN COLUMN B(III). REFER TO THE EXPLANATION FOR LINE 1A. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PA HGH ED FAC AT BRYN MAWR COLLEGE SERIES 2010 | ||||||||
| A | 232243852 | 70917RF75 | 2010-05-26 | $15,962,636 | CURRENT REFUND SER.1999;ISSUE COSTS | 0 | 0 | 0 |
| PA HGH ED FAC AT BRYN MAWR COLLEGE SERIES 2012A | ||||||||
| B | 232243852 | 70917SCS0 | 2012-11-29 | $15,543,415 | CURRENT REFUND SER.2002;ISSUE COST;CPTL PROJECT | 0 | 0 | 0 |
| PA HGH ED FAC AT BRYN MAWR COLLEGE SERIES 2014 | ||||||||
| C | 232243852 | 70917SKZ5 | 2014-07-09 | $57,487,399 | CPTL PROJECT;ISSUE COST;ADV.RFND SER.2012;CAP.INT | 0 | 0 | 0 |
| MNTGMRY CNTY IND DEV AUTH BRYN MAWR SERIES 2017 | ||||||||
| D | 232245125 | 61361RAF2 | 2017-06-01 | $22,248,671 | CRNT REFUNDING OF PHEFA SERIES 2007;COST OF ISSUE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $7,050,000 | $15,962,636 | $302,627 | $15,660,009 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $15,543,413 | $223,059 | $10,312,038 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | $5,008,316 | ||
| C | $5,215,000 | $57,700,349 | $464,162 | $24,487,629 | 2017 | 0 | Yes (1) | Yes (1) | Yes (1) | $30,181,823 | $2,566,735 |
| D | $22,248,671 | $78,671 | $22,170,000 | 2017 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS INVESTMENT BANK | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | 19.500000000000 | 0 | Yes (1) | 0 | 0 | Yes (1) |
| (no name) | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: PA HGH ED FAC AT BRYN MAWR COLLEGE SERIES 2014 DATE THE REBATE COMPUTATION WAS PERFORMED: 09/08/2017 |
| PART IV, LINE 2C | PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY BRYN MAWR COLLEGE SERIES 2014 ARBITRAGE REBATE CALCULATED 8/9/17; NEGATIVE ARBITRAGE AS OF 6/30/17, THEREFORE NO REBATE DEPOSIT NECESSARY. MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY BRYN MAWR SERIES 2017 ARBITRAGE REBATE CALCULATED 10/16/2017; NO REBATE LIABILITY THROUGH THE END OF THE COMPUTATION PERIOD ENDING 6/1/2022. PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY BRYN MAWR COLLEGE SERIES 2019 ARBITRAGE REBATE CALCULATED 11/6/20; NEGATIVE ARBITRAGE AS OF 9/5/20, THEREFORE NO REBATE DEPOSIT NECESSARY. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PA HGH ED FAC AT BRYN MAWR COLLEGE SERIES 2019 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232243852 | BondIssuerEIN |
| CUSIP | 70917S4X8 | CUSIPNum |
| Bond Issued | 2019-09-05 | BondIssuedDt |
| Issue Price | $30,327,611 | IssuePriceAmt |
| Purpose | CRNT REFUNDING PHEFA SERIES 2010A;CAPITAL PRJ | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,000,000 | RetiredAmt |
| Total Proceeds | $32,038,647 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $86,721 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $4,441,445 | CapitalExpendituresAmt |
| Other Spent Proceeds | $22,877,800 | OtherSpentProceedsAmt |
| Unspent | $4,632,681 | UnspentAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 114 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,160,894 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,890,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FORMAL VALUATION | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUBSCRIPTION | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | NUMBER OF CONTRIBUTIONS: THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. |
| PART I, LINE 32B: | THIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS: THE COLLEGE USES A BROKER TO HANDLE RECEIPT AND SALE OF DONATED SECURITIES. SALE PROCEEDS, TRANSACTIONS STATEMENTS, AND MONTHLY REPORTS ARE SENT TO THE COLLEGE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | BRYN MAWR COLLEGE EDUCATES STUDENTS TO THE HIGHEST STANDARD OF EXCELLENCE TO PREPARE THEM FOR LIVES OF PURPOSE. THE COLLEGE'S RIGOROUS LIBERAL ARTS CURRICULUM AND DISTINGUISHED GRADUATE PROGRAMS FOSTER A THIRST FOR KNOWLEDGE, OPEN INQUIRY, GLOBAL PERSPECTIVES, CIVIC ENGAGEMENT, AND INNOVATION THROUGH STUDY ACROSS THE ARTS, HUMANITIES, SCIENCES, AND SOCIAL SCIENCES. A WORLD-CLASS FACULTY OF TEACHER-SCHOLARS, A TALENTED STAFF, AND A TIGHT-KNIT STUDENT BODY CULTIVATE INTELLECTUAL CURIOSITY, INDEPENDENCE, PERSONAL INTEGRITY, AND RESILIENCE IN A COMMUNITY OF PASSIONATE, JOYFUL LEARNERS. AS A RESIDENTIAL WOMEN'S COLLEGE AT THE UNDERGRADUATE LEVEL, AND THROUGH COEDUCATIONAL GRADUATE PROGRAMS IN ARTS AND SCIENCES, IN SOCIAL WORK, AND IN POST-BACCALAUREATE PREMEDICAL TRAINING, BRYN MAWR IS COMMITTED TO WOMEN'S EDUCATION AND EMPOWERMENT, TO GENDER EQUITY, AND TO SUPPORTING ALL STUDENTS WHO CHOOSE TO PURSUE THEIR STUDIES HERE. EQUITY AND INCLUSION SERVE AS THE ENGINE FOR EXCELLENCE AND INNOVATION. A COMMITMENT TO RACIAL JUSTICE AND TO EQUITY ACROSS ALL ASPECTS OF DIVERSITY PROPELS OUR STUDENTS, FACULTY, AND STAFF TO REFLECT UPON AND WORK TO BUILD FAIR, OPEN AND WELCOMING INSTITUTIONAL STRUCTURES, VALUES, AND CULTURE. EMERGING FROM THEIR BRYN MAWR EXPERIENCE EQUIPPED WITH POWERFUL TOOLS AND WITH A DEEPER UNDERSTANDING OF THE WORLD AND EACH OTHER, OUR GRADUATES DEFINE SUCCESS ON THEIR OWN TERMS AND LIFT UP OTHERS AS THEY MAKE A MEANINGFUL DIFFERENCE IN THE WORLD. |
| FORM 990, PART III, LINE 4C | RESEARCH: SINCE ITS FOUNDING IN 1885, THE COLLEGE HAS MAINTAINED ITS CHARACTER AS A SMALL RESIDENTIAL COMMUNITY WHICH FOSTERS CLOSE WORKING RELATIONSHIPS BETWEEN FACULTY AND STUDENTS. THE FACULTY OF TEACHERS/SCHOLARS EMPHASIZES LEARNING THROUGH CONVERSATION AND COLLABORATION, PRIMARY READING, ORIGINAL RESEARCH AND EXPERIMENTATION. THE COLLEGE'S FACULTY RESEARCH SUPPORT PROGRAM REFLECT A STRONG INSTITUTIONAL COMMITMENT TO FACULTY SCHOLARSHIP AND TO THE RELATIONSHIP BETWEEN TEACHING AND RESEARCH. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORMS 990 AND 990-T WERE PREPARED BY AN EXTERNAL INDEPENDENT ACCOUNTING FIRM. A COPY OF THE DRAFT OF FORM 990 IS REVIEWED BY MANAGEMENT AND ANY NECESSARY CHANGES MADE. NEXT, THE AUDIT COMMITTEE REVIEWS THE FORM 990 AND RELATED SCHEDULES, EXCLUDING SCHEDULE B TO PRESERVE DONOR ANONYMITY, AND EACH COMMITTEE MEMBER AFFIRMS EITHER THAT THE FORMS ARE ACCEPTABLE OR THAT CHANGES ARE NEEDED. THE ENTIRE COMMITTEE IS INFORMED OF THE SUBSTANTIVE CHANGES MADE DURING THIS PROCESS AND BEFORE THE DATE OF FILING. THE SCHEDULE B IS REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE. FINALLY, BEFORE THE FORM 990 IS FILED WITH THE IRS, THE FULL BOARD OF TRUSTEES IS PROVIDED AN OPPORTUNITY TO REVIEW THE FINAL FORM 990 AND RELATED SCHEDULES, EXCLUDING SCHEDULE B, TO PRESERVE DONOR ANONYMITY. THE SCHEDULE B IS REVIEWED BY THE CHAIR OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | BRYN MAWR COLLEGE HAS THE FOLLOWING CONFLICT OF INTEREST POLICIES: 1-DUALITY OF INTEREST APPLICABLE TO TRUSTEES, INCLUDING ADVISORY MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES; 2-FINANCIAL CONFLICT APPLICABLE TO MEMBERS OF THE TRUSTEE INVESTMENT COMMITTEE; 3-OUTSIDE EMPLOYMENT APPLICABLE TO FACULTY STAFF; 4-ACCEPTANCE OF GIFTS APPLICABLE TO FACULTY AND STAFF; 5-SIGNIFICANT FINANCIAL INTEREST APPLICABLE TO RESEARCHERS AND PRINCIPAL INVESTIGATORS. ON AN ANNUAL BASIS, TRUSTEES, OFFICERS, KEY EMPLOYEES, EMERITUS TRUSTEES AND SPECIAL ADVISORS TO THE BOARD OF TRUSTEES' COMMITTEES COMPLETE A QUESTIONNAIRE TO DISCOVER AND REPORT CIRCUMSTANCES WHICH MAY PRESENT A CONFLICT OF INTEREST. THE COLLEGE MONITORS COMPLIANCE WITH THE TRUSTEE/OFFICER CONFLICT OF INTEREST POLICY BY CHECKING THAT THE ANNUAL QUESTIONNAIRE IS SUBMITTED BY EACH PERSON IN A TIMELY BASIS TO COLLEGE COUNSEL AND BY PERIODIC REMINDERS OF THE POLICY AT FULL MEETINGS OF THE BOARD OF TRUSTEES. THE COLLEGE'S BY-LAWS REGARDING CONFLICT OF INTEREST STATE THAT ANY DUALITY ON THE PART OF ANY TRUSTEE SHALL BE DISCLOSED TO THE BOARD OF TRUSTEES AND MADE A MATTER OF RECORD THROUGH AN ANNUAL PROCEDURE AND ALSO WHEN THE INTEREST BECOMES A MATTER OF TRUSTEE ACTION. ANY TRUSTEE HAVING DUALITY OF INTEREST SHALL NOT VOTE OR USE HER OR HIS PERSONAL INFLUENCE ON THE MATTER, AND S/HE SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING. THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING AND THE QUORUM SITUATION. ANY NEW TRUSTEE WILL BE ADVISED OF THIS POLICY UPON ENTERING THE DUTIES OF HER OR HIS OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COLLEGE HAS A FORMAL PROCESS FOR DETERMINING COMPENSATION FOR THE CHIEF EXECUTIVE (PRESIDENT), OTHER OFFICERS, AND KEY EMPLOYEES. INDEPENDENT SURVEYS ARE COMMISSIONED ANNUALLY TO UPDATE APPROPRIATE MARKET DATA FOR EACH POSITION. THE PRESIDENT RECOMMENDS THE ANNUAL COMPENSATION FOR OFFICERS, AND KEY EMPLOYEES. THE EXECUTIVE COMMITTEE REVIEWS THE RECOMMENDATIONS AND APPROVES THE COMPENSATION AMOUNTS. THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE. COMPENSATION DECISIONS ARE DOCUMENTED AND COMMUNICATED TO THE HUMAN RESOURCES OFFICE FOR ACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES AVAILABLE UPON REQUEST. THE COLLEGE POSTS ITS AUDITED FINANCIAL STATEMENTS AND FORM 990 ON THE COLLEGE'S WEBSITE. FORM 990T IS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| REMAINDER TRUSTS (TOTAL 23) | ||||||||
| C/O BRYN MAWR COLLEGE 101 N MERION | BRYN MAWR | PA | 19010 | CHARITABLE TRUST | PA | N/A | T | 0 |
| CHARITABLE INCOME TRUSTS (TOTAL 14) | ||||||||
| C/O BRYN MAWR COLLEGE 101 N MERION | BRYN MAWR | PA | 19010 | CHARITABLE TRUST | PA | N/A | T | 0 |
| CHARITABLE REMAINDER UNITRUSTS(TOTAL 16) | ||||||||
| C/O STATE STREET GLOBAL ADV 1 IRON | BOSTON | MA | 02210 | CHARITABLE TRUST | MA | N/A | T | 0 |
| CHARITABLE GIFT ANNUITY FUND (TOTAL 1) | ||||||||
| C/O STATE STREET GLOBAL ADV 1 IRON | BOSTON | MA | 02210 | CHARITABLE TRUST | MA | N/A | T | 0 |
| CHARITABLE POOLED INCOME FUND (TOTAL 1) | ||||||||
| C/O STATE STREET GLOBAL ADV 1 IRON | BOSTON | MA | 02210 | CHARITABLE TRUST | MA | N/A | T | 0 |
| CHARITABLE POOLED INCOME FUND (TOTAL 1) | ||||||||
| C/O STATE STREET GLOBAL ADV 1 IRON | BOSTON | MA | 02210 | CHARITABLE TRUST | MA | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |