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URSINUS COLLEGE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
URSINUS COLLEGE (EIN 23-1177930)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202541359349310864
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T14:14:21-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11570 FRUITVILLE PIKE SUITE 400AddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231177930EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1URSINUS COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlURSIBusinessNameControlTxt
Phone6104093000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 EAST MAIN STREETAddressLine1Txt
CityCOLLEGEVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19426ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTERRI ALBERTSONPersonNm
Person TitleVP FOR FINANCE AND ADMINPersonTitleTxt
Phone6104093000PhoneNum
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKERRI N BOGDA CPAPreparerPersonNm
PTINP00760402PTIN
Phone7177404863PhoneNum
Preparation2025-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBYN E HANNIGANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 EAST MAIN STREETAddressLine1Txt
CityCOLLEGEVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19426ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$230,611,078GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.URSINUS.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1869FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionUNDERGRADUATE EDUCATION THAT ENABLES STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee1425TotalEmployeeCnt
Total Volunteers31TotalVolunteersCnt
Total Gross UBI-$648TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$12,906,562PYContributionsGrantsAmt
CY Contributions Grants$8,848,634CYContributionsGrantsAmt
PY Program Service Revenue$106,052,833PYProgramServiceRevenueAmt
CY Program Service Revenue$106,498,689CYProgramServiceRevenueAmt
PY Investment Income$4,291,201PYInvestmentIncomeAmt
CY Investment Income$9,819,798CYInvestmentIncomeAmt
PY Other Revenue$1,185,834PYOtherRevenueAmt
CY Other Revenue$2,735,747CYOtherRevenueAmt
PY Total Revenue$124,436,430PYTotalRevenueAmt
CY Total Revenue$127,902,868CYTotalRevenueAmt
PY Grants And Similar Paid$57,152,046PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$58,191,881CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$39,595,621PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$41,697,921CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,155,498CYTotalFundraisingExpenseAmt
PY Other Expenses$36,542,291PYOtherExpensesAmt
CY Other Expenses$38,777,365CYOtherExpensesAmt
PY Total Expenses$133,289,958PYTotalExpensesAmt
CY Total Expenses$138,667,167CYTotalExpensesAmt
PY Revenues Less Expenses-$8,853,528PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$10,764,299CYRevenuesLessExpensesAmt
Total Assets BOY$323,599,498TotalAssetsBOYAmt
Total Assets EOY$326,513,668TotalAssetsEOYAmt
Total Liabilities BOY$78,578,169TotalLiabilitiesBOYAmt
Total Liabilities EOY$79,704,879TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$245,021,329NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$246,808,789NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE COLLEGE IS TO ENABLE STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS THROUGH A PROGRAM OF LIBERAL EDUCATION. THAT EDUCATION PREPARES THEM TO LIVE CREATIVELY AND USEFULLY, AND TO PROVIDE LEADERSHIP FOR THEIR SOCIETY IN AN INTERDEPENDENT WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$102,480,018ExpenseAmt
Grant$58,191,881GrantAmt
Revenue$85,989,598RevenueAmt
DescACADEMIC INSTRUCTION: URSINUS COLLEGE IS AN INDEPENDENT, FOUR YEAR LIBERAL ARTS COLLEGE FOUNDED IN 1869. THE MISSION OF THE COLLEGE IS TO ENABLE STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS THROUGH A PROGRAM OF LIBERAL EDUCATION. THE COLLEGE ENROLLS APPROXIMATELY 1,500 STUDENTS, APPROXIMATELY 90% OF WHOM LIVE IN COLLEGE RESIDENCE HALLS. AT THE START OF THE 2023-2024 ACADEMIC YEAR, THE COLLEGE ENROLLED 1,479 FULL-TIME EQUIVALENT STUDENTS FROM 32 STATES AND 8 COUNTRIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$17,374,087ExpenseAmt
Grant$0GrantAmt
Revenue$20,509,091RevenueAmt
DescSTUDENT SERVICES, INCLUDING HOUSING, ROOM & BOARD, AND ATHLETICS: THE COLLEGE OFFERS LIVING ACCOMMODATIONS FOR MOST OF ITS STUDENTS IN EITHER TRADITIONAL RESIDENCE HALLS INTEGRATED INTO THE CAMPUS, OR IN RENOVATED HISTORIC HOMES IN THE COMMUNITY THAT BORDERS THE CAMPUS. STUDENTS MAY CHOOSE FROM A VARIETY OF MEAL PLANS AND MAY CHOOSE TO TAKE THEIR MEALS IN THE MAIN DINING HALL, OR IN ZACK'S, THE CAMPUS GRILL AND SNACK BAR. URSINUS OFFERS OPPORTUNITIES TO ACHIEVE ATHLETIC AND PERSONAL GOALS THROUGH INTERCOLLEGIATE ATHLETICS, CLUB SPORTS AND INTRAMURAL PROGRAMS. OVER 60% OF URSINUS STUDENTS INTEGRATE SOME ASPECT OF THE ATHLETIC PROGRAM INTO THEIR LIVES AT THE COLLEGE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$119,854,105TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2298IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1425EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TERRI ALBERTSON VP FINANCE & ADMINISTRATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6104093110PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 EAST MAIN STREETAddressLine1Txt
CityCOLLEGEVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19426ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JOSEPH DESIMONE PHD
CHAIR2.000.00Yes (X)Yes (X)$0$0$0
DR MARGARET WILLIAMS
VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
JOHN M FESSICK
TREASURER2.000.00Yes (X)Yes (X)$0$0$0
PATRICIA K BOWMAN
SECRETARY2.000.00Yes (X)Yes (X)$0$0$0
LAWRENCE A BAROCAS
VOTING MEMBER2.000.00Yes (X)$0$0$0
MICHAEL CARTER MD
VOTING MEMBER2.000.00Yes (X)$0$0$0
TERRY CONNELL
VOTING MEMBER2.000.00Yes (X)$0$0$0
PHILIP RICHARD FLYNN CORSON
VOTING MEMBER2.000.00Yes (X)$0$0$0
PATRICIA COSGRAVE
VOTING MEMBER2.000.00Yes (X)$0$0$0
CATHERINE GECZIK
VOTING MEMBER2.000.00Yes (X)$0$0$0
GRAHAM MACKENZIE
VOTING MEMBER2.000.00Yes (X)$0$0$0
CYNTHIA J MARTIN
VOTING MEMBER2.000.00Yes (X)$0$0$0
CAROL MCILHENNY
VOTING MEMBER2.000.00Yes (X)$0$0$0
KELLY FINCH MOBLEY
VOTING MEMBER2.000.00Yes (X)$0$0$0
NANCY OPALACK
VOTING MEMBER2.000.00Yes (X)$0$0$0
MICHAEL PIOTROWICZ
VOTING MEMBER2.000.00Yes (X)$0$0$0
MICHAEL PIZZI
VOTING MEMBER2.000.00Yes (X)$0$0$0
DAVID ROSVOLD MD
VOTING MEMBER2.000.00Yes (X)$0$0$0
KAREN SCHEU
VOTING MEMBER2.000.00Yes (X)$0$0$0
JEEVAN SEKHAR
VOTING MEMBER2.000.00Yes (X)$0$0$0
CHRISTIAN P SOCKEL
VOTING MEMBER2.000.00Yes (X)$0$0$0
ELLEN STAUROWSKY
VOTING MEMBER2.000.00Yes (X)$0$0$0
SUSAN STEWART ESQ
VOTING MEMBER2.000.00Yes (X)$0$0$0
BRADLEY BREWSTER
VOTING MEMBER (UNTIL 01/24)2.000.00Yes (X)$0$0$0
PHILLIP DESIMONE
VOTING MEMBER (UNTIL 11/23)2.000.00Yes (X)$0$0$0
ROBYN HANNIGAN
PRESIDENT50.000.00Yes (X)$507,000$0$84,842
ROBERT HERZOG
VP FOR FINANCE/ADMIN50.000.00Yes (X)$329,743$0$22,698
MICHELLE M YURKO
VP. ADV/EXT. REL., INT. VP, FIN./ADMIN.50.000.00Yes (X)$328,083$0$20,559
MICHAEL KEATON
VP FOR ENROLLMENT50.000.00Yes (X)$253,962$0$43,072
ROBERT CLOTHIER
VP & GENERAL COUNSEL50.000.00Yes (X)$226,618$0$40,972
HEATHER C LOBBAN-VIRAVONG
VP INCLUSIVITY & COMM. ENG50.000.00Yes (X)$223,125$0$40,261
LAURA MOLIKEN
VP FOR CAMPUS LIFE50.000.00Yes (X)$203,500$0$33,613
MELISSA BRYANT
INTERIM VP & DEAN OF ENROLLMENT50.000.00Yes (X)$175,000$0$12,815
THOMAS YENCHO
VP FOR COMM. & STRATEGIC P'SHIPS50.000.00Yes (X)$167,500$0$12,216
EUGENE SPENCER
CHIEF INFORMATION OFFICER50.000.00$317,395$0$24,619Yes (X)
KELLEY WILLIAMS
DIRECTOR OF HUMAN RESOURCES50.000.00$172,800$0$28,303Yes (X)
MEREDITH GOLDSMITH BERGMAN
CHIEF STRATEGY AND INNOVATION OFF.50.000.00$150,300$0$11,794Yes (X)
JOHN BERNAT
ASSOC. VP FOR ADVANCEMENT50.000.00$150,000$0$36,061Yes (X)
REBECCA LYCZAK
PROF., BIO. & ASST. DEAN, COLLEGE50.000.00$140,233$0$7,843Yes (X)
CALE NELSON
DIRECTOR OF HUMAN RESOURCES50.000.00$134,502$0$9,571Yes (X)
MARK B SCHNEIDER
VP ACAD. AFF./DEAN (UNTIL 6/23)50.000.00$125,519$0$13,399Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,605,280TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$442,638TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K47IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SODEXO INC
PO BOX 360170PITTSBURGHPA15251FOOD SERVICE$8,000,131
OLYMPUS BUILDING SERVICES INC
1430 E MISSOURI AVENUE SUITE B25PHOENIXAZ85014JANITORIAL SERVICES$2,221,474
BEYNON SPORT SURFACES INC
16 ALT ROADHUNT VALLEYMD21030MANUFACTURE & INSTALL RUNNING TRACKS$1,870,119
DRIVESTREAM INC
PO BOX 780071PHILADELPHIAPA19178SOFTWARE INTEGRATION SERVICES$859,711
APPLIED VIDEO TECHNOLOGY INC
PO BOX 427 2218 KIMBERTON RDKIMBERTONPA19442AUDIO VISUAL CONSULTANT$572,148
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K39CntrctRcvdGreaterThan100KCnt
Fundraising$83,847FundraisingAmt
Government Grants$1,446,986GovernmentGrantsAmt
All Other Contributions$7,317,801AllOtherContributionsAmt
Noncash Contributions$496,607NoncashContributionsAmt
Total Contributions$8,848,634TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION611600$85,979,705$85,979,705
ROOM AND BOARD611600$20,038,803$20,038,803
ATHLETICS611600$277,857$277,857
STUDENT SERVICES611600$192,431$192,431
AUXILIARY ENTERPRISES611600$9,893$9,893
FieldValueIRS element (for citing)
Total Program Service Revenue$106,498,689TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,676,201TotalRevenueColumnAmt
Exclusion$1,676,201ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,713TotalRevenueColumnAmt
Exclusion$12,713ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,331,474RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$225,701RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,105,773RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,105,773TotalRevenueColumnAmt
Unrelated Business Revenue-$648UnrelatedBusinessRevenueAmt
Exclusion$1,106,421ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$109,078,460SecuritiesAmt
Other$1,481,263OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$102,384,876SecuritiesAmt
Other$31,250OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,693,584SecuritiesAmt
Other$1,450,013OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,143,597TotalRevenueColumnAmt
Exclusion$8,143,597ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$249,003FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$83,847ContriRptFundraisingEventAmt
Fundraising Direct Expenses$66,383FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$182,620TotalRevenueColumnAmt
Exclusion$182,620ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
FOOD SERVICE611600$1,106,064$1,106,064
CONFERENCES & SUMMER CAMPS611600$173,401$173,401
GENERAL EDUCATION900099$103,769$103,769

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,407TotalRevenueColumnAmt
Exclusion$51,407ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,434,641OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$127,902,868TotalRevenueColumnAmt
Related Or Exempt Func Income$106,498,689RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$648UnrelatedBusinessRevenueAmt
Exclusion$12,556,193ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$57,827,961TotalAmt
Program Services$57,827,961ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$363,920TotalAmt
Program Services$363,920ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,665,904TotalAmt
Program Services$299,172ProgramServicesAmt
Management And General$2,013,275ManagementAndGeneralAmt
Fundraising$353,457FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$30,285,979TotalAmt
Program Services$25,321,036ProgramServicesAmt
Management And General$3,490,866ManagementAndGeneralAmt
Fundraising$1,474,077FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,862,941TotalAmt
Program Services$1,388,094ProgramServicesAmt
Management And General$385,511ManagementAndGeneralAmt
Fundraising$89,336FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,467,678TotalAmt
Program Services$3,262,151ProgramServicesAmt
Management And General$967,746ManagementAndGeneralAmt
Fundraising$237,781FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,415,419TotalAmt
Program Services$1,708,202ProgramServicesAmt
Management And General$575,145ManagementAndGeneralAmt
Fundraising$132,072FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$380,794TotalAmt
Management And General$380,794ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$163,682TotalAmt
Program Services$750ProgramServicesAmt
Management And General$162,932ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$118,110TotalAmt
Management And General$118,110ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$360,331TotalAmt
Management And General$360,331ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,828,792TotalAmt
Program Services$4,166,448ProgramServicesAmt
Management And General$1,661,929ManagementAndGeneralAmt
Fundraising$415FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$954,760TotalAmt
Program Services$8,268ProgramServicesAmt
Management And General$946,492ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,465,187TotalAmt
Program Services$2,403,490ProgramServicesAmt
Management And General$1,061,587ManagementAndGeneralAmt
Fundraising$110FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,547,127TotalAmt
Program Services$722,834ProgramServicesAmt
Management And General$824,293ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,773,083TotalAmt
Program Services$2,292,469ProgramServicesAmt
Management And General$480,614ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,511,438TotalAmt
Program Services$1,252,716ProgramServicesAmt
Management And General$258,655ManagementAndGeneralAmt
Fundraising$67FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$238,414TotalAmt
Program Services$169,623ProgramServicesAmt
Management And General$68,782ManagementAndGeneralAmt
Fundraising$9FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,590,797TotalAmt
Program Services$2,571,832ProgramServicesAmt
Management And General$18,965ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,848,270TotalAmt
Program Services$5,182,007ProgramServicesAmt
Management And General$666,263ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,299,429TotalAmt
Program Services$699,421ProgramServicesAmt
Management And General$485,306ManagementAndGeneralAmt
Fundraising$114,702FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FOOD SERVICE$8,616,818$8,459,550$157,198$70
OTHER EXPENSE$1,554,093$379,718$421,061$753,314
INSTRUCTION$842,580$731,784$110,796
LIBRARY MATERIALS$500,712$500,712

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$182,948TotalAmt
Program Services$141,947ProgramServicesAmt
Management And General$40,913ManagementAndGeneralAmt
Fundraising$88FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$138,667,167TotalAmt
Program Services$119,854,105ProgramServicesAmt
Management And General$15,657,564ManagementAndGeneralAmt
Fundraising$3,155,498FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$159,925BOYAmt
EOY-$1EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,101,157BOYAmt
EOY$6,363,354EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,221,851BOYAmt
EOY$2,479,459EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$864,721BOYAmt
EOY$307,906EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$181,407BOYAmt
EOY$175,799EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,252,648BOYAmt
EOY$1,539,973EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$251,761,112LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$114,214,388LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$134,972,648BOYAmt
EOY$137,546,724EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$129,729,187BOYAmt
EOY$37,266,743EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$28,540,475BOYAmt
EOY$130,372,688EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$177,460BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,398,019BOYAmt
EOY$10,461,023EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$323,599,498BOYAmt
EOY$326,513,668EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,590,128BOYAmt
EOY$5,146,779EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$773,020BOYAmt
EOY$762,787EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$54,454,011BOYAmt
EOY$53,034,801EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$9,901,399BOYAmt
EOY$12,415,828EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,859,611BOYAmt
EOY$8,344,684EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$78,578,169BOYAmt
EOY$79,704,879EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$112,170,979BOYAmt
EOY$104,347,013EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$132,850,350BOYAmt
EOY$142,461,776EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$245,021,329BOYAmt
EOY$246,808,789EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$323,599,498BOYAmt
EOY$326,513,668EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$10,764,299ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$12,693,162NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$141,403OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$118,110OtherActivitiesAmt
Total Lobbying Expenditures$118,110TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationHILL PARTNER PROVIDED LOBBYING AND ADVOCACY SERVICES TO URSINUS COLLEGE, ENGAGING AT BOTH THE FEDERAL AND STATE LEVELS. AT THE FEDERAL LEVEL, THEIR EFFORTS WERE DIRECTED TOWARDS THE UNITED STATES CONGRESS, WHILE AT THE STATE LEVEL, THEY ENGAGED WITH THE GENERAL ASSEMBLY OF THE COMMONWEALTH OF PENNSYLVANIA. THEIR PRIMARY OBJECTIVE WAS TO SECURE FUNDING FOR THE COLLEGE THROUGH PARTICIPATION IN THE ANNUAL APPROPRIATIONS PROCESSES CONDUCTED BY BOTH THE US CONGRESS AND THE PENNSYLVANIA GENERAL ASSEMBLY.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Total Easements1TotalEasementsCnt
Total Acreage11.00TotalAcreageCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy Monitoring0WrittenPolicyMonitoringInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$8,797RevenuesIncludedAmt
Assets Included$9,670,528AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$132,991,872BeginningYearBalanceAmt
Contributions$4,460,220ContributionsAmt
Investment Earnings Or Losses$17,906,321InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,218,301GrantsOrScholarshipsAmt
Other Expenditures$4,959,006OtherExpendituresAmt
Administrative Expenses$351,511AdministrativeExpensesAmt
End Year Balance$146,829,595EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$138,346,490BeginningYearBalanceAmt
Contributions$6,843,341ContributionsAmt
Investment Earnings Or Losses$11,572,276InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,748,123GrantsOrScholarshipsAmt
Other Expenditures$5,803,201OtherExpendituresAmt
Administrative Expenses$386,997AdministrativeExpensesAmt
End Year Balance$146,823,786EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$158,993,585BeginningYearBalanceAmt
Contributions$4,357,578ContributionsAmt
Investment Earnings Or Losses-$12,785,396InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,635,387GrantsOrScholarshipsAmt
Other Expenditures$7,221,078OtherExpendituresAmt
Administrative Expenses$362,812AdministrativeExpensesAmt
End Year Balance$138,346,490EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$134,100,371BeginningYearBalanceAmt
Contributions$1,695,990ContributionsAmt
Investment Earnings Or Losses$35,400,157InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,447,329GrantsOrScholarshipsAmt
Other Expenditures$7,476,492OtherExpendituresAmt
Administrative Expenses$279,112AdministrativeExpensesAmt
End Year Balance$158,993,585EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$137,883,476BeginningYearBalanceAmt
Contributions$1,721,427ContributionsAmt
Investment Earnings Or Losses$3,578,613InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,795,192GrantsOrScholarshipsAmt
Other Expenditures$5,788,512OtherExpendituresAmt
Administrative Expenses$499,441AdministrativeExpensesAmt
End Year Balance$134,100,371EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.17000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.83000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$792,618OtherCostOrOtherBasisAmt
Book Value$792,618BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$192,336,141OtherCostOrOtherBasisAmt
Depreciation$80,034,811DepreciationAmt
Book Value$112,301,330BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$35,758,738OtherCostOrOtherBasisAmt
Depreciation$20,492,968DepreciationAmt
Book Value$15,265,770BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,813,782OtherCostOrOtherBasisAmt
Depreciation$13,686,609DepreciationAmt
Book Value$2,127,173BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,059,833OtherCostOrOtherBasisAmt
Book Value$7,059,833BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$137,546,724TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS$115,823,027F
HELD BY OTHERS - CLAMER$9,513,942F
GOLDMAN SACH DIST FUND LP$117,847F
KOCH TRUST - HARVARD MGMT$1,142,897F
HELD BY OTHERS - PATTERSON$578,990F
LINCOLN ANNUITY - DAVIS #2$1,460,985F
482 E. MAIN STREET$510,000F
454 E. MAIN STREET$1,225,000F
FieldValueIRS element (for citing)
Total Book Value Securities$130,372,688TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
ANNUITY REQUIREMENTS$5,164,092
ASSET RETIREMENT OBLIGATION$2,165,184
U.S. GOVERNMENT GRANTS REFUNDABLE$2,060
RETIREMENT OBLIGATIONS$173,006
REFUNDABLE DEPOSITS$840,342
FieldValueIRS element (for citing)
Total Liability$8,344,684TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$82,977,796TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$12,693,162NetUnrealizedGainsInvstAmt
Other Revenue-$57,910,318OtherRevenueAmt
Revenue Not Reported-$45,217,156RevenueNotReportedAmt
Revenue Subtotal$128,194,952RevenueSubtotalAmt
Other Revenues Not Included-$292,084OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$292,084RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$127,902,868TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$81,190,336TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$292,084OtherExpensesIncludedAmt
Expenses Not Reported$292,084ExpensesNotReportedAmt
Expenses Subtotal$80,898,252ExpensesSubtotalAmt
Other Expenses Not Included$57,768,915OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$57,768,915ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$138,667,167TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:THE COLLEGE DOES NOT REPORT THE CONSERVATION EASEMENT ON ITS REVENUE AND EXPENSE STATEMENT OR BALANCE SHEET.
PART III, LINE 4:THE PERMANENT ART COLLECTION HOUSED IN THE PHILIP AND MURIEL BERMAN MUSEUM OF ART AT URSINUS COLLEGE PROVIDES A VALUABLE CULTURAL RESOURCE FOR THE CAMPUS COMMUNITY. THE MUSEUM, IN CONJUNCTION WITH THE ART DEPARTMENT, INTEGRATES THE RICH RESOURCES PROVIDED BY THE COLLECTION INTO ACADEMIC PROGRAMMING FOCUSING ON IMPORTANT TEXTS RELATED TO THE COLLECTIONS.
PART V, LINE 4:ENDOWMENT FUNDS PROVIDE RETURNS THAT ARE USED TO SUPPORT THE OPERATIONS OF THE COLLEGE. SPECIFICALLY, ENDOWMENTS ARE ESTABLISHED TO SUPPORT STUDENT SCHOLARSHIPS AND PRIZES, EDUCATIONAL PROGRAMS, SPECIFIC CAPITAL PURCHASES AND OTHER OPERATIONAL NEEDS. PREVIOUSLY, THE COLLEGE'S FORM 990 REPORTED BOTH POOLED ENDOWMENT ASSETS-THOSE SUBJECT TO THE COLLEGE'S SPENDING RULE-AND OTHER ENDOWED ASSETS, SUCH AS SPLIT-INTEREST AGREEMENTS AND BENEFICIAL INTERESTS IN PERPETUAL TRUSTS, WHICH ARE NOT POOLED AND NOT SUBJECT TO THE SPENDING RULE. NOW, THE 990 PRESENTATION REFLECTS ONLY THOSE ASSETS THAT ARE POOLED AND GOVERNED BY THE COLLEGE'S SPENDING RULE. THIS CHANGE ALIGNS THE FORM 990 MORE CLOSELY WITH THE ENDOWMENT PRESENTATION IN THE COLLEGE'S FINANCIAL STATEMENTS, PROVIDING A MORE MEANINGFUL AND ACCURATE REPRESENTATION OF THE ENDOWMENT'S OPERATING IMPACT.
PART X, LINE 2:THE COLLEGE RECOGNIZES A TAX POSITION BASED ON A MORE LIKELY THAN NOT THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE COLLEGE'S MANAGEMENT DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:ACTUARIAL LOSS ON ANNUITY LIABILITY -278,832. SCHOLARSHIPS -57,323,065. INVESTMENT FEES -360,331. CHANGE IN CASH SURRENDER VALUE 6,706. EXPENSES NET WITH INCOME PER FINANCIALS -85,519. GAIN ON ASSIGNMENT OF PERKINS LOANS 130,723.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES -66,383. RENTAL EXPENSES -225,701.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 66,383. RENTAL EXPENSES 225,701.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIPS 57,323,065. INVESTMENT FEES 360,331. EXPENSES NET WITH INCOME PER FINANCIALS 85,519.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE COLLEGE'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL PRINTED AND BROADCAST ADVERTISING, AS WELL AS IN THE COLLEGE CATALOG. IT IS ALSO POSTED IN VARIOUS LOCATIONS ON CAMPUS.
SCHEDULE E, PART I, LINE 6URSINUS COLLEGE RECEIVES FINANCIAL AID/ASSISTANCE FROM VARIOUS FEDERAL (U.S. DEPARTMENT OF EDUCATION, FEDERAL WORK-STUDY, FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY) AND STATE (COMMONWEALTH OF PENNSYLVANIA) GOVERNMENTAL AGENCIES INCLUDING THE COLLEGE WORK STUDY PROGRAMS AND THE PELL GRANT PROGRAM.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,00INVESTMENTS$8,423,910
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,00GRANTS$22,312EDUCATIONAL PROGRAMS
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,00GRANTS$6,555EDUCATIONAL PROGRAMS
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00GRANTS$280,735EDUCATIONAL PROGRAMS
SOUTH AMERICA00GRANTS$33,075EDUCATIONAL PROGRAMS
SUB-SAHARAN AFRICA00GRANTS$21,243EDUCATIONAL PROGRAMS
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$8,787,830SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$8,787,830TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
STUDY ABROADEUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU15$280,735REDUCTION TO STUDENT ACCOUNT
STUDY ABROADCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,1$22,312REDUCTION TO STUDENT ACCOUNT
STUDY ABROADEAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,1$6,555REDUCTION TO STUDENT ACCOUNT
STUDY ABROADSOUTH AMERICA2$33,075REDUCTION TO STUDENT ACCOUNT
STUDY ABROADSUB-SAHARAN AFRICA1$21,243REDUCTION TO STUDENT ACCOUNT
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III ACCOUNTING METHOD:ALL EXPENSES ARE BASED UPON THE ACCRUAL METHOD OF ACCOUNTING.
SCHEDULE F, PART IV, LINES 1, 3, 5:THE ORGANIZATION HAD TRANSFERS TO FOREIGN CORPORATIONS IN THE CURRENT FISCAL YEAR WHICH MET THE THRESHOLDS FOR FILING FORMS 926. FORMS 926 ARE ATTACHED TO THIS RETURN AS REQUIRED. THE ORGANIZATION HAD INVESTMENTS IN FOREIGN CORPORATIONS BUT DID NOT MEET THE THRESHOLD FOR FILING FORM 5471. SOME OF THESE FOREIGN CORPORATIONS MAY BE PASSIVE FOREIGN INVESTMENT CORPORATIONS. THE ORGANIZATION IS NOT REQUIRED TO FILE FORMS 8621 AS THE DISTRIBUTIONS WERE NOT CATEGORIZED AS UNRELATED BUSINESS INCOME. THE ORGANIZATION HAD INVESTMENTS IN FOREIGN PARTNERSHIPS BUT DID NOT MEET THRESHOLDS FOR FILING FORMS 8865.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BEAR2BEAR BENEFITEvent1Nm
Gross Receipts Event1$281,278GrossReceiptsEvent1Amt
Charitable Contri Event1$47,360CharitableContriEvent1Amt
Gross Revenue Event1$233,918GrossRevenueEvent1Amt
Other Direct Expenses Event1$52,215OtherDirectExpensesEvent1Amt
Event2MEN'S BASKETBALL GOLF OUTINGEvent2Nm
Gross Receipts Event2$51,572GrossReceiptsEvent2Amt
Charitable Contri Event2$36,487CharitableContriEvent2Amt
Gross Revenue Event2$15,085GrossRevenueEvent2Amt
Other Direct Expenses Event2$14,168OtherDirectExpensesEvent2Amt
Gross Receipts Total$332,850GrossReceiptsTotalAmt
Charitable Contributions Tot$83,847CharitableContributionsTotAmt
Gross Revenue Total Events$249,003GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$66,383OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$66,383DirectExpenseSummaryEventsAmt
Net Income Summary$182,620NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
HOUSING130$190,401
SCHOLARSHIPS1870$57,487,185COSTTUITION REDUCTION
SUMMER RESEARCH STIPENDS31$150,375

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationURSINUS COLLEGE PROVIDED GRANTS TOTALING $190,401 TO 130 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR CAMPUS HOUSING, PRIMARILY FOR SUMMER RESEARCH. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $57,487,185 TO 1,870 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR TUITION, FEES, AND ROOM AND BOARD FOR THE ACADEMIC YEAR 2023-24. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $150,375 TO 31 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR STIPENDS WHILE ENGAGED IN SUMMER RESEARCH PROJECTS ON CAMPUS. THE STIPENDS ARE DISBURSED VIA PAYROLL TO THE INDIVIDUAL STUDENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ROBYN HANNIGAN
PRESIDENT$462,000$0$45,000$0$0$0$23,100$0$61,742$0$591,842$0$0$0
ROBERT HERZOG
VP FOR FINANCE/ADMIN$329,743$0$0$0$0$0$9,233$0$13,465$0$352,441$0$0$0
MICHELLE M YURKO
VP. ADV/EXT. REL., INT. VP, FIN./ADM$310,583$0$17,500$0$0$0$18,970$0$1,589$0$348,642$0$0$0
EUGENE SPENCER
CHIEF INFORMATION OFFICER$317,395$0$0$0$0$0$15,130$0$9,489$0$342,014$0$0$0
MICHAEL KEATON
VP FOR ENROLLMENT$238,462$0$15,500$0$0$0$16,692$0$26,380$0$297,034$0$0$0
ROBERT CLOTHIER
VP & GENERAL COUNSEL$215,118$0$11,500$0$0$0$15,058$0$25,914$0$267,590$0$0$0
HEATHER C LOBBAN-VIRAVONG
VP INCLUSIVITY & COMM. ENG$223,125$0$0$0$0$0$12,495$0$27,766$0$263,386$0$0$0
LAURA MOLIKEN
VP FOR CAMPUS LIFE$190,000$0$13,500$0$0$0$13,300$0$20,313$0$237,113$0$0$0
KELLEY WILLIAMS
DIRECTOR OF HUMAN RESOURCES$172,800$0$0$0$0$0$6,920$0$21,383$0$201,103$0$0$0
MELISSA BRYANT
INTERIM VP & DEAN OF ENROLLMENT$164,000$0$11,000$0$0$0$11,480$0$1,335$0$187,815$0$0$0
JOHN BERNAT
ASSOC. VP FOR ADVANCEMENT$150,000$0$0$0$0$0$10,500$0$25,561$0$186,061$0$0$0
THOMAS YENCHO
VP FOR COMM. & STRATEGIC P'SHIPS$155,000$0$12,500$0$0$0$10,850$0$1,366$0$179,716$0$0$0
MEREDITH GOLDSMITH BERGMAN
CHIEF STRATEGY AND INNOVATION OFF.$150,300$0$0$0$0$0$10,500$0$1,294$0$162,094$0$0$0
MARK B SCHNEIDER
VP ACAD. AFF./DEAN (UNTIL 6/23)$125,519$0$0$0$0$0$8,786$0$4,613$0$138,918$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationHOUSING AND CLEANING SERVICES WERE PROVIDED TO THE COLLEGE PRESIDENT AS A CUSTOMARY BENEFIT PROVIDED BY INSTITUTIONS OF HIGHER LEARNING. NO PART OF THE HOUSING WAS TREATED AS TAXABLE COMPENSATION. CLEANING SERVICES FOR THE PRESIDENT'S PERSONAL QUARTERS WERE TREATED AS TAXABLE COMPENSATION. THE COLLEGE PROVIDES PAYMENT OF THE SOCIAL CLUB DUES FOR THE PRESIDENT AND VP OF ADVANCEMENT. PERSONAL USE IS ADDED TO FORM W-2 WAGES. PERSONAL SERVICES CONSISTED OF CLEANING SERVICES FOR THE PRESIDENT'S HOUSE AS MENTIONED ABOVE.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PHEFA
A23224385270917SEL32013-05-01$13,610,477CURRENT REFINANCE OF BONDS000
PHEFA
B23224385270917SRK12015-04-15$12,107,667ADVANCE REFINANCE OF BONDS000
MCHEHA
C232328939613603WD72016-11-22$24,357,518CONSTRUCTION OF FACILITIES000
MCHEHA
D232328939613603ZM42019-04-17$11,761,136CURRENT REFINANCE OF BONDS000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapitalized InterestCapitalizedInterestAmtCapital ExpendituresCapitalExpendituresAmt
A$5,755,000$13,610,581$257,600$13,352,8772013Yes (1)0Yes (1)Yes (1)
B$2,255,000$12,107,677$231,823$11,875,85420150Yes (1)Yes (1)Yes (1)
C$9,900,000$24,410,581$242,975201900Yes (1)Yes (1)$615,193$23,499,350
D$11,761,136$184,636$10,170,4582019Yes (1)0Yes (1)Yes (1)$1,406,042

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
B00Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
C00Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
D00Yes (1)Yes (1)00.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)00000Yes (1)
B000Yes (1)0000Yes (1)
C000Yes (1)0000Yes (1)
D000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceDATE REBATE COMPUTATION PERFORMEDFormAndLineReferenceDesc
ExplanationISSUER NAME: PHEFA DATE THE REBATE COMPUTATION WAS PERFORMED: 02/17/2016 ISSUER NAME: MCHEHA DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2020 ISSUER NAME: MCHEHA DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2020ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1PHEFABusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN232243852BondIssuerEIN
CUSIP70917TEX5CUSIPNum
Bond Issued2022-04-12BondIssuedDt
Issue Price$9,782,501IssuePriceAmt
PurposeCURRENT REFINANCE OF BONDSPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$580,000RetiredAmt
Total Proceeds$9,782,501TotalProceedsAmt
Issuance Costs From Proceeds$184,999IssuanceCostsFromProceedsAmt
Other Spent Proceeds$9,597,502OtherSpentProceedsAmt
Substantial Completion2022SubstantialCompletionYr
Refunding Tax Exempt BondsYes (1)RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (1)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (1)EngageBondCounselContractsInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due YetYes (1)RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (10 entries)

Relationship With OrgRelationshipWithOrgTxtCash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC
PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED.$44,500GRANTS & SCHOLARSHIPSTUITION & FEES
PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC
PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED.$35,050GRANTS & SCHOLARSHIPSTUITION & FEES
PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC
PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED.$35,000GRANTS & SCHOLARSHIPSTUITION & FEES
PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC
PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED.$35,000GRANTS & SCHOLARSHIPSTUITION & FEES
PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC
PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED.$30,500GRANTS & SCHOLARSHIPSTUITION & FEES
PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC
PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED.$35,000GRANTS & SCHOLARSHIPSTUITION & FEES
PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC
PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED.$37,500GRANTS & SCHOLARSHIPSTUITION & FEES
PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC
PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED.$37,820GRANTS & SCHOLARSHIPSTUITION & FEES
PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC
PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED.$35,000GRANTS & SCHOLARSHIPSTUITION & FEES
PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC
PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED.$43,110GRANTS & SCHOLARSHIPSTUITION & FEES

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IIIFormAndLineReferenceDesc
ExplanationGRANTS FOR TUITION AND FEES ARE PROVIDED ON THE SAME CRITERIA FOR ALL STUDENTS BASED ON ACADEMIC ACHIEVEMENT AND FINANCIAL NEED.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$6,200NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$2,598NoncashContributionsRptF990Amt
Method Of Determining RevenuesTHRIFT VALUEMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$786NoncashContributionsRptF990Amt
Method Of Determining RevenuesTHRIFT VALUEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution25ContributionCnt
Noncash Contributions Rpt F990$426,448NoncashContributionsRptF990Amt
Method Of Determining RevenuesNYSEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)SCIENCE LAB EQUIPMENT1$30,000COST
Yes (X)BEAR2BEAR SILENT AUCTION ITEMS26$21,147PURCHASE PRICE
Yes (X)CATERING4$9,428COST
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER IN COLUMN B LINE 1 REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. THE NUMBERS IN COLUMN B FOR THE REST OF THE LINES REPRESENT THE NUMBER OF CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TRUSTEE CATHERINE GECZIK IS A SCHOLARSHIP APPLICANT REVIEWER FOR THE ABELE FAMILY FOUNDATION. A TRUSTEE HAS RELATIVES WHO ARE ENROLLED AT THE COLLEGE AND RECEIVE FINANCIAL AID. TRUSTEE JOSEPH DESIMONE AND PHILLIP DESIMONE HAVE A FAMILY RELATIONSHIP. TRUSTEES CYNTHIA MARTIN AND SUSAN STEWART HAVE A BUSINESS RELATIONSHIP. TRUSTEES FLYN CORSON AND KAREN SCHEU HAVE FAMILY RELATIONSHIPS WITH EMERITUS TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BTHE COMPLETED FORM 990 IS DISTRIBUTED AND REVIEWED PRIOR TO FILING AT A SPECIALLY-CONVENED MEETING OF THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPLETED FORM 990 WAS MADE AVAILABLE TO THE FULL BOARD IN ELECTRONIC FORMAT PRIOR TO FILING. A PUBLIC DISCLOSURE VERSION OF THE FORM 990 IS USED FOR BOARD REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CTRUSTEES, OFFICERS, AND KEY EMPLOYEES COMPLETE A DISCLOSURE OF CONFLICT STATEMENT ANNUALLY. THE STATEMENT EXPRESSLY MENTIONS FAMILY AND BUSINESS RELATIONSHIPS AS BEING SOURCES OF POTENTIAL CONFLICTS. THE EXECUTIVE COMMITTEE FOR THE COLLEGE MONITORS THE POLICY AND STATEMENTS MADE BY TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THOSE WHO HAVE A CONFLICT OF INTEREST ARE ASKED TO REFRAIN FROM PARTICIPATING IN CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS SHALL NOT VOTE, PARTICIPATE IN DISCUSSIONS, OR BE PRESENT AT THE TIME OF VOTING.
FORM 990, PART VI, SECTION B, LINE 15THE COLLEGE CONDUCTS A STUDY EACH YEAR OF THE SALARIES AND BENEFITS FOR THE EMPLOYEES OF THE COLLEGE WHO REPORT DIRECTLY TO THE PRESIDENT (THE THE PRESIDENT'S COUNCIL). THE STUDY DOCUMENTS THE SALARIES AND BENEFITS OF THOSE IN SIMILAR POSITIONS WITHIN HIGHER EDUCATION, COMPARING DATA FROM CENTENNIAL CONFERENCE COLLEGES, PA COLLEGES AND D3 COLLEGES. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE PRESIDENT OF THE COLLEGE AND REVIEWS AND APPROVES THE COMPENSATION RECOMMENDATIONS OF THE PRESIDENT.
FORM 990, PART VI, SECTION C, LINE 19URSINUS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORMS 990 AND 990-T AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS AND FORMS 990 AND 990-T ARE ALSO AVAILABLE ON THE COLLEGE'S WEBSITE.
FORM 990, PART XI, LINE 9:ACTUARIAL LOSS ON ANNUITY LIABILITY -278,832. CHANGE IN CASH SURRENDER VALUE 6,706. GAIN ON ASSIGNMENT OF PERKINS LOANS 130,723.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
FKB I IRREVOCABLE UNITRUST
PO BOX 1000COLLEGEVILLEPA194261000237792047CRUTPAURSINUS COLLEGET$21,113$214,9261.000000
FKB I2 IRREVOCABLE UNITRUST
PO BOX 1000COLLEGEVILLEPA194261000237876947CRUTPAURSINUS COLLEGET$9,576$99,2291.000000
NBC CHARITABLE REMAINDER UNITRUST 203
PO BOX 1000COLLEGEVILLEPA194261000061707189CRUTPAURSINUS COLLEGET$4,8271.000000
TG & NBD UNITRUST #1
PO BOX 1000COLLEGEVILLEPA194261000046609384NIMCRUTPAURSINUS COLLEGET$29,195$554,9391.000000
TG & NBD UNITRUST #2
PO BOX 1000COLLEGEVILLEPA194261000351877131CRUTPAURSINUS COLLEGET$313,507$1,460,9851.000000
JRH III CRUT
PO BOX 1000COLLEGEVILLEPA194261000206592857CRUTPAURSINUS COLLEGET$26,463$222,6511.000000
DEP IRREVOCABLE TRUST
PO BOX 1000COLLEGEVILLEPA194261000351843690NIMCRUTPAURSINUS COLLEGET$18,358$349,7981.000000
DE & J P CRAT 2003
PO BOX 1000COLLEGEVILLEPA194261000206150264CRATPAURSINUS COLLEGET$476$6,9531.000000
DE & J P CRAT 2004
PO BOX 1000COLLEGEVILLEPA194261000202431466CRATPAURSINUS COLLEGET$489$7,1591.000000
DE & J P CRAT 2005
PO BOX 1000COLLEGEVILLEPA194261000203933584CRATPAURSINUS COLLEGET$589$7,7011.000000
D & J P CRAT 2006
PO BOX 1000COLLEGEVILLEPA194261000205953832CRATPAURSINUS COLLEGET$293$5,3191.000000
D & J P CRAT 2007
PO BOX 1000COLLEGEVILLEPA194261000266092894CRATPAURSINUS COLLEGET$467$6,7631.000000
D & J P CRAT 2008
PO BOX 1000COLLEGEVILLEPA194261000266419431CRATPAURSINUS COLLEGET$492$7,3121.000000
D & J P CRAT 2009
PO BOX 1000COLLEGEVILLEPA194261000276425823CRATPAURSINUS COLLEGET$808$9,8081.000000
D & J P CRAT 2010
PO BOX 1000COLLEGEVILLEPA194261000276941685CRATPAURSINUS COLLEGET$566$7,4771.000000
RT & KKS IRREVOCABLE TRUST
PO BOX 1000COLLEGEVILLEPA194261000351924645CRUTPAURSINUS COLLEGET$7,949$70,5431.000000
JS FAM CRUT
PO BOX 1000COLLEGEVILLEPA194261000207128566NICRUTPAURSINUS COLLEGET$4,927$43,3701.000000
AGS CRUT 2004
PO BOX 1000COLLEGEVILLEPA194261000202431457CRUTPAURSINUS COLLEGET$8,610$74,7921.000000
JD & BC ANON CRUT
PO BOX 1000COLLEGEVILLEPA194261000811396754CRUTPAURSINUS COLLEGET$147,413$1,236,0341.000000
URSINUS COLLEGE POOLED INCOME FUND
PO BOX 1000COLLEGEVILLEPA194261000236732370PIFPAURSINUS COLLEGET1.000000
C & E G CRUT
PO BOX 1000COLLEGEVILLEPA194261000876381866CRUTPAURSINUS COLLEGET$9,630$71,9271.000000
VR CRUT 2022
PO BOX 1000COLLEGEVILLEPA194261000876990684CRUTPAURSINUS COLLEGET$80,192$1,210,9551.000000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd