SUSQUEHANNA UNIVERSITY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SUSQUEHANNA UNIVERSITY (EIN 23-1353385)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-10
- IRS object ID
- 202221309349302407
- 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 D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T10:35:12-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231353385 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSQUEHANNA UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSQ | BusinessNameControlTxt |
| Phone | 5703724128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 UNIVERSITY AVENUE | AddressLine1Txt |
| City | SELINSGROVE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 178701164 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A COYNE | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENT | PersonTitleTxt |
| Phone | 5703724128 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | COYNE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY MARINE CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN GREEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 UNIVERSITY AVENUE | AddressLine1Txt |
| City | SELINSGROVE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 178701164 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $150,313,376 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUSQU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1859 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SUSQUEHANNA UNIVERSITY EDUCATES STUDENTS FOR PRODUCTIVE, CREATIVE AND REFLECTIVE LIVES OF ACHIEVEMENT, LEADERSHIP, AND SERVICE IN A DIVERSE, DYNAMIC AND INTERDEPENDENT WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 1802 | TotalEmployeeCnt |
| Total Volunteers | 332 | TotalVolunteersCnt |
| Total Gross UBI | $13,410 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,572,468 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,338,377 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $133,339,845 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $131,798,158 | CYProgramServiceRevenueAmt |
| PY Investment Income | $552,651 | PYInvestmentIncomeAmt |
| CY Investment Income | $163,431 | CYInvestmentIncomeAmt |
| PY Other Revenue | $72,397 | PYOtherRevenueAmt |
| CY Other Revenue | $13,410 | CYOtherRevenueAmt |
| PY Total Revenue | $142,537,361 | PYTotalRevenueAmt |
| CY Total Revenue | $150,313,376 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $72,590,914 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $76,799,133 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,667,421 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $42,902,772 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $39,489 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $7,525 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,401,700 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,843,852 | PYOtherExpensesAmt |
| CY Other Expenses | $34,802,578 | CYOtherExpensesAmt |
| PY Total Expenses | $153,141,676 | PYTotalExpensesAmt |
| CY Total Expenses | $154,512,008 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,604,315 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,198,632 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $339,662,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $375,319,031 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,239,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,084,510 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $272,423,535 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $307,234,521 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUSQUEHANNA UNIVERSITY EDUCATES STUDENTS FOR PRODUCTIVE, CREATIVE AND REFLECTIVE LIVES OF ACHIEVEMENT, LEADERSHIP, AND SERVICE IN A DIVERSE, DYNAMIC AND INTERDEPENDENT WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $143,982,039 | ExpenseAmt |
| Grant | $76,799,133 | GrantAmt |
| Revenue | $131,798,158 | RevenueAmt |
| Desc | SUSQUEHANNA UNIVERSITY IS A NATIONAL LIBERAL ARTS COLLEGE CURRENTLY ENROLLING APPROXIMATELY 2,200 FULL-TIME STUDENTS. FOUNDED IN 1858, THE UNIVERSITY GRANTS BACHELOR OF ARTS, BACHELOR OF FINE ARTS, BACHELOR OF MUSIC, BACHELOR OF SCIENCE AND MASTER OF EDUCATION DEGREES. | Desc |
| Total Program Service Expenses | $143,982,039 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 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 | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 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 | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | 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 | 151 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1802 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | 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 | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | 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 | MICHAEL A COYNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5703724315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 UNIVERSITY AVE | AddressLine1Txt |
| City | SELINSGROVE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 178701164 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|---|
| JONATHAN GREEN | |||||||||
| PRESIDENT & CEO | 55.00 | Yes (X) | $346,262 | $0 | $70,378 | ||||
| DAVE RAMSARAN | |||||||||
| PROVOST & DEAN OF FACULTY | 55.00 | Yes (X) | $226,737 | $0 | $33,223 | ||||
| MICHAEL COYNE | |||||||||
| EXECUTIVE VP | 55.00 | Yes (X) | $214,529 | $0 | $32,540 | ||||
| MELISSA KOMORA | |||||||||
| VP ADVANCEMENT | 55.00 | $197,130 | $0 | $27,710 | Yes (X) | ||||
| MATTHEW ROUSU | |||||||||
| DEAN SCHOOL OF BUSINESS | 55.00 | $184,119 | $0 | $30,747 | Yes (X) | ||||
| VALERIE MARTIN | |||||||||
| ASSOC PROV/DEAN OF ARTS & | 55.00 | $181,118 | $0 | $24,007 | Yes (X) | ||||
| SUSAN LANTZ | |||||||||
| VP STUDENT LIFE | 55.00 | $158,460 | $0 | $31,027 | Yes (X) | ||||
| PHILIP WINGER | |||||||||
| SR DIRECTOR TRAINING & DEV | 55.00 | $161,941 | $0 | $13,792 | Yes (X) | ||||
| L JAY LEMONS PRESIDENT | |||||||||
| EMERITUS & SR FELLOW | 10.00 | $159,908 | $0 | $0 | Yes (X) | ||||
| LINDA MCMILLIN TRAINING | |||||||||
| DEV COORDINATOR/PROF LEADERSHI | 55.00 | $140,179 | $0 | $18,170 | Yes (X) | ||||
| ERIC HINTON | |||||||||
| TRUSTEE | 40.00 | $64,751 | $0 | $18,212 | Yes (X) | ||||
| MARIA L O MUNOZ | |||||||||
| TRUSTEE | 40.00 | $48,321 | $0 | $8,380 | Yes (X) | ||||
| ABIGAIL ANTOINE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| BARRY JACKSON | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| BONNIE BUCKS REECE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| BRUCE FICKEN | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| DAWN MUELLER | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| DON HAMLIN | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| DOUGLAS KNISS | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| EDWARD SCHMIDT | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| FRANK LEBER | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| GEORGE LIBEROPOULOS | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| GEROHN LANNS | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JACK OHLE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES DUNLOP | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES STOWE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JEFF COOPER | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JEFFREY ROUSH | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| JOANN SUZICH | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JR REYNOLDS | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| KATHI FLACK | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| LARRY CZEPONIS | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| LESLIE PEMBERTON | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| LINDA SHANK | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| LISA RYAN BURKE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| LOIS MARTIN | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARGARET FRANTZ | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARTIN PINTER | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| MARY CIANNI | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| MEGHAN QUINN DORR | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| PETER ARDUINI | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT DOLL | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| RONALD REESE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| SANDRA ROCKS | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| SEWARD PROSSER MELLON | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| SIGNE GATES | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| TIMOTHY ROBESON | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,083,455 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $308,186 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 48 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SFGF II LLC | |||||
| 1144 KENNEBEC RD | CHAMBERSBURG | PA | 17201 | SOLAR ELECTRICITY | $417,010 |
| ELLUCIAN COMPANY LP | |||||
| 2003 EDMUND HALLEY DR | RESTON | VA | 20191 | SOFTWARE | $310,202 |
| TERESA COWDREY | |||||
| 46 SADDLEBACK MOUNTAIN RD | DEERFIELD | NH | 03037 | ENROLLMENT CONSULTING | $215,700 |
| EDUCATIONAL FURNITURE SOLUTIONS LLC | |||||
| 536 N TROOPER RD | NORRISTOWN | PA | 19403 | FURNITURE | $179,022 |
| CONTAMINATIONS SOURCE IDENTIFICATION LLC | |||||
| 419 14TH ST | HUNTINGDON | PA | 16652 | COVID TESTING SERVICES | $146,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $10,780,051 | GovernmentGrantsAmt |
| All Other Contributions | $7,558,326 | AllOtherContributionsAmt |
| Noncash Contributions | $966,678 | NoncashContributionsAmt |
| Total Contributions | $18,338,377 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION, ROOM & BOARD | 900099 | $131,032,600 | $131,032,600 |
| RELATED PROGRAMMING | 812900 | $765,558 | $765,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $131,798,158 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $163,431 | TotalRevenueColumnAmt |
| Exclusion | $163,431 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 812900 | BusinessCd |
| Total Revenue Column | $13,410 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $13,410 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,410 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $150,313,376 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $131,798,158 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $13,410 | UnrelatedBusinessRevenueAmt |
| Exclusion | $163,431 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,990 | TotalAmt |
| Program Services | $165,990 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,633,143 | TotalAmt |
| Program Services | $76,633,143 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,580 | TotalAmt |
| Program Services | $263,314 | ProgramServicesAmt |
| Management And General | $665,266 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,013,174 | TotalAmt |
| Program Services | $26,953,381 | ProgramServicesAmt |
| Management And General | $2,450,701 | ManagementAndGeneralAmt |
| Fundraising | $1,609,092 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,211,290 | TotalAmt |
| Program Services | $1,860,276 | ProgramServicesAmt |
| Management And General | $211,098 | ManagementAndGeneralAmt |
| Fundraising | $139,916 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,561,297 | TotalAmt |
| Program Services | $6,076,988 | ProgramServicesAmt |
| Management And General | $241,598 | ManagementAndGeneralAmt |
| Fundraising | $242,711 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,188,431 | TotalAmt |
| Program Services | $1,800,655 | ProgramServicesAmt |
| Management And General | $275,587 | ManagementAndGeneralAmt |
| Fundraising | $112,189 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,396 | TotalAmt |
| Program Services | $215,396 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,945 | TotalAmt |
| Program Services | $87,945 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,525 | TotalAmt |
| Fundraising | $7,525 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,416 | TotalAmt |
| Management And General | $568,416 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,963,666 | TotalAmt |
| Program Services | $4,187,517 | ProgramServicesAmt |
| Management And General | $693,548 | ManagementAndGeneralAmt |
| Fundraising | $82,601 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,814,369 | TotalAmt |
| Program Services | $2,236,024 | ProgramServicesAmt |
| Management And General | $448,997 | ManagementAndGeneralAmt |
| Fundraising | $129,348 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,610,413 | TotalAmt |
| Program Services | $84,060 | ProgramServicesAmt |
| Management And General | $1,526,353 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,654,817 | TotalAmt |
| Program Services | $2,638,388 | ProgramServicesAmt |
| Management And General | $12,866 | ManagementAndGeneralAmt |
| Fundraising | $3,563 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $891,935 | TotalAmt |
| Program Services | $884,854 | ProgramServicesAmt |
| Management And General | $8,722 | ManagementAndGeneralAmt |
| Fundraising | -$1,641 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $959,777 | TotalAmt |
| Program Services | $850,614 | ProgramServicesAmt |
| Management And General | $100,891 | ManagementAndGeneralAmt |
| Fundraising | $8,272 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,040,496 | TotalAmt |
| Program Services | $2,040,496 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,038,738 | TotalAmt |
| Program Services | $10,038,738 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,878 | TotalAmt |
| Management And General | $163,878 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICES | $3,466,698 | $3,466,698 | ||
| EQUIPMENT/R&M | $859,602 | $814,755 | $42,330 | $2,517 |
| LIBRARY MATERIALS | $479,827 | $479,827 | ||
| OFF CAMPUS STUDY | $49,292 | $49,292 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,937,313 | TotalAmt |
| Program Services | $2,153,688 | ProgramServicesAmt |
| Management And General | $718,018 | ManagementAndGeneralAmt |
| Fundraising | $65,607 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,512,008 | TotalAmt |
| Program Services | $143,982,039 | ProgramServicesAmt |
| Management And General | $8,128,269 | ManagementAndGeneralAmt |
| Fundraising | $2,401,700 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,968 | BOYAmt |
| EOY | $6,713 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,150,010 | BOYAmt |
| EOY | $7,215,644 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,560,264 | BOYAmt |
| EOY | $5,566,025 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,720,202 | BOYAmt |
| EOY | $6,858,130 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,418 | BOYAmt |
| EOY | -$1,679 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,594 | BOYAmt |
| EOY | $282,641 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100,417 | BOYAmt |
| EOY | $1,059,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $291,452,345 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $172,903,847 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,756,722 | BOYAmt |
| EOY | $118,548,498 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,770,696 | BOYAmt |
| EOY | $139,711,768 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,032,894 | BOYAmt |
| EOY | $90,429,352 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,489,129 | BOYAmt |
| EOY | $1,145,072 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,798,391 | BOYAmt |
| EOY | $4,497,342 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,662,705 | BOYAmt |
| EOY | $375,319,031 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,943,216 | BOYAmt |
| EOY | $6,634,947 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,258 | BOYAmt |
| EOY | $898,306 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,226,964 | BOYAmt |
| EOY | $48,463,744 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,073,732 | BOYAmt |
| EOY | $12,087,513 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,239,170 | BOYAmt |
| EOY | $68,084,510 | 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 | $129,514,316 | BOYAmt |
| EOY | $135,201,932 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,909,219 | BOYAmt |
| EOY | $172,032,589 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,423,535 | BOYAmt |
| EOY | $307,234,521 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,662,705 | BOYAmt |
| EOY | $375,319,031 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,198,632 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $29,678,261 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | $568,418 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $8,762,939 | 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 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,144,717 | 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 | $173,413,620 | BeginningYearBalanceAmt |
| Contributions | $5,141,232 | ContributionsAmt |
| Investment Earnings Or Losses | $34,298,413 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,201,921 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,105,404 | OtherExpendituresAmt |
| End Year Balance | $205,545,940 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $175,667,010 | BeginningYearBalanceAmt |
| Contributions | $1,888,583 | ContributionsAmt |
| Investment Earnings Or Losses | $2,818,633 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,028,801 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,931,805 | OtherExpendituresAmt |
| End Year Balance | $173,413,620 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $169,795,178 | BeginningYearBalanceAmt |
| Contributions | $4,494,049 | ContributionsAmt |
| Investment Earnings Or Losses | $7,809,343 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,699,124 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,732,436 | OtherExpendituresAmt |
| End Year Balance | $175,667,010 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $161,178,061 | BeginningYearBalanceAmt |
| Contributions | $2,420,407 | ContributionsAmt |
| Investment Earnings Or Losses | $12,361,540 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,695,856 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,468,974 | OtherExpendituresAmt |
| End Year Balance | $169,795,178 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $143,234,567 | BeginningYearBalanceAmt |
| Contributions | $6,785,327 | ContributionsAmt |
| Investment Earnings Or Losses | $17,189,050 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,488,062 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,542,821 | OtherExpendituresAmt |
| End Year Balance | $161,178,061 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.83000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,020,263 | OtherCostOrOtherBasisAmt |
| Book Value | $6,020,263 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $219,714,558 | OtherCostOrOtherBasisAmt |
| Depreciation | $126,420,713 | DepreciationAmt |
| Book Value | $93,293,845 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,768,058 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,173,754 | DepreciationAmt |
| Book Value | $10,594,304 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,949,466 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,309,380 | DepreciationAmt |
| Book Value | $8,640,086 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $118,548,498 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FUNDS HELD IN TRUST BY OTHERS | $6,735,087 | F |
| HEDGE FUNDS | $13,105,050 | F |
| POOLED VEHICLES | $61,728,805 | F |
| MUTUAL FUNDS | $6,430,891 | F |
| PRIVATE EQUITY | $2,429,519 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $90,429,352 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $2,100,302 |
| FUNDS HELD IN CUSTODY FOR OTHERS | $1,098,432 |
| OTHER | $4,189,006 |
| US GOVERNMENT ADVANCES REFUNDABLE | $1,156,186 |
| FIN47 | $339,405 |
| OPERATING LEASE LIABILITY | $353,542 |
| HEERF III PAYABLE | $2,850,640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,087,513 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $188,703,228 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $29,678,261 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $8,762,939 | OtherRevenueAmt |
| Revenue Not Reported | $38,441,200 | RevenueNotReportedAmt |
| Revenue Subtotal | $150,262,028 | RevenueSubtotalAmt |
| Other Revenues Not Included | $51,348 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $51,348 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $150,313,376 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $153,892,242 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $153,892,242 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $568,418 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $51,348 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $619,766 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $154,512,008 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE MAJORITY OF THE UNIVERSITY'S ART COLLECTION IS 1,600 FRENCH POSTERS. THE FRENCH POSTERS ARE RESEARCHED AND EXHIBITED BY FRENCH STUDENTS AND FACULTY MEMBERS. THEY ARE ARCHIVED IN A VAULT FOR PRESERVATION. |
| PART V, LINE 4: | SU'S ENDOWMENT SUPPORTS THE FOLLOWING AREAS: ACADEMIC & STUDENT SUPPORT (40%), SCHOLARSHIPS (44%), OTHER OPERATIONS & FACILITIES (16%). |
| PART X, LINE 2: | THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2021 AND 2020. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ENDOWMENT INCOME 7,408,180. CHANGE IN SPLIT INTEREST AGREEMENTS 1,282,931. OTHER NONOPERATING ACTIVITIES 71,828. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PLEDGE WRITE OFFS 51,348. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PLEDGE WRITE OFFS 51,348. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE AND INCLUDES A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IN ALL ITS WRITTEN COMMUNICATIONS DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. THE UNIVERSITY ALSO PROVIDES A NON-DISCRIMINATION STATEMENT ON ITS PRIMARY PUBLICALLY ACCESSIBLE INTERNET HOMEPAGE. |
| SCHEDULE E, PART I, LINE 6 | SUSQUEHANNA UNIVERSITY RECEIVES THE FOLLOWING TYPES OF GOVERNMENTAL AID EITHER DIRECTLY OR INDIRECTLY: PELL GRANT, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT(SEOG), TEACHER EDUCATION ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION (TEACH) GRANT, WORK STUDY GRANT, TRIO STUDENT SUPPORT SERVICES (SSS) GRANT, CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (CARES) ACT GRANT, CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT (CRRSA) , THE AMERICAN RESCUE PLAN (ARP), PENNSYLVANIA AND VARIOUS OTHER STATE GRANTS DEPENDENT UPON OUR ENROLLED, ELIGIBLE STUDENT POPULATION. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | $610 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD PROGRAM | $48,404 |
| CENTRAL AMERICA | 0 | 0 | INVESTMENTS | $77,239,723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $77,288,737 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $77,288,737 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS OUTSIDE THE U.S. IS RELATED TO SERVICE-LEARNING COURSES AND A MISSION TRIP. |
| PART III ACCOUNTING METHOD: | |
| FORM 990, SCHEDULE F, PART IV: | SUSQUEHANNA UNIVERSITY INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. NEVERTHELESS, SUSQUEHANNA UNIVERSITY INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621, 8865. TO THE EXTENT THAT SUSQUEHANNA UNIVERSITY IS REQUIRED TO COMPLETE ONE OF THESE FOREIGN FORMS, IT HAS BEEN FILED WITH THE FORM 990-T. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SELINSGROVE BOROUGH | |||||||
| ONE N HIGH ST | SELINSGROVE | PA | 17870 | 236002939 | LOCAL GOV'T | $106,990 | GENERAL SUPPORT |
| DAUNTLESS HOSE COMPANY | |||||||
| 713 BRIDGE ST | SELINSGROVE | PA | 17870 | 230510390 | 501(C)(3) | $8,000 | GENERAL SUPPORT |
| SELINSGROVE AREA SCHOOL DISTRICT | |||||||
| 401 18TH ST | SELINSGROVE | PA | 17870 | 231727728 | LOCAL GOV'T | $46,000 | GENERAL SUPPORT |
| SELINSGROVE AREA RECREATION | |||||||
| PO BOX 172 | SELINSGROVE | PA | 17870 | 231700543 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| SCHOLARSHIPS AND FINANCIAL AID | 2184 | $72,686,897 | FMV | CREDIT ON STUDENT ACCOUNTS |
| CARES ACT | 1880 | $1,095,606 | FMV | CREDIT ON STUDENT ACCOUNTS |
| AMERICAN RESCUE PLAN- HEERF III | 2247 | $2,850,640 | FMV | CREDIT ON STUDENT ACCOUNTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 1: | FormAndLineReferenceDesc |
| Explanation | STUDENTS MAY BE AWARDED GRANT FUNDS ON THE BASIS OF ACADEMIC ACHIEVEMENT AND/OR FINANCIAL NEED. IN EACH CASE THE STUDENT CAN RETAIN ELIGIBILITY FOR FUNDING FOR AS MANY AS EIGHT SEMESTERS AS A FULL-TIME STUDENT, PROVIDED THE STUDENT MEETS THE RENEWAL CRITERIA SUCH AS GRADE POINT AVERAGE AND GRADE PROCESSION AS OUTLINED IN THE UNIVERSITY CATALOGUE. INDIVIDUAL AWARD AMOUNTS ARE BASED UPON THE STUDENTS' COST TO ATTEND THE UNIVERSITY IN A GIVEN ACADEMIC YEAR. FACTORS INCLUDED IN THE CALCULATED COST INCLUDE TUITION, FEES, ROOM, BOARD, AND ESTIMATES FOR THE COST OF BOOKS AND PERSONAL EXPENSES DURING THE NINE MONTH ACADEMIC YEAR. AN INDIVIDUAL STUDENT MAY NOT RECEIVE MORE THAN THE COST OF TUITION FROM THE INSTITUTIONAL GRANT FUNDS. HIGHER EDUCATION RELIEF FUNDING PROVIDED BY THE CARES ACT AND THE AMERICAN RESCUE PLAN FOR DIRECT DISTRIBUTION TO STUDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN GREEN | ||||||||||||||
| PRESIDENT & CEO | $285,838 | $0 | $25,500 | $0 | $34,924 | $0 | $25,650 | $0 | $44,728 | $0 | $416,640 | $0 | $0 | $0 |
| DAVE RAMSARAN | ||||||||||||||
| PROVOST & DEAN OF FACULTY | $177,021 | $0 | $38,475 | $0 | $11,241 | $0 | $18,000 | $0 | $15,223 | $0 | $259,960 | $0 | $0 | $0 |
| MICHAEL COYNE | ||||||||||||||
| EXECUTIVE VP | $182,341 | $0 | $15,000 | $0 | $17,188 | $0 | $17,286 | $0 | $15,254 | $0 | $247,069 | $0 | $0 | $0 |
| MELISSA KOMORA | ||||||||||||||
| VP ADVANCEMENT | $175,940 | $0 | $6,404 | $0 | $14,786 | $0 | $17,550 | $0 | $10,160 | $0 | $224,840 | $0 | $0 | $0 |
| MATTHEW ROUSU | ||||||||||||||
| DEAN SCHOOL OF BUSINESS | $136,763 | $0 | $26,119 | $0 | $21,237 | $0 | $15,558 | $0 | $15,189 | $0 | $214,866 | $0 | $0 | $0 |
| VALERIE MARTIN | ||||||||||||||
| ASSOC PROV/DEAN OF ARTS & | $133,322 | $0 | $5,520 | $0 | $42,276 | $0 | $14,400 | $0 | $9,607 | $0 | $205,125 | $0 | $0 | $0 |
| SUSAN LANTZ | ||||||||||||||
| VP STUDENT LIFE | $142,894 | $0 | $6,796 | $0 | $8,770 | $0 | $14,850 | $0 | $16,177 | $0 | $189,487 | $0 | $0 | $0 |
| PHILIP WINGER | ||||||||||||||
| SR DIRECTOR TRAINING & DEV | $128,673 | $0 | $4,806 | $0 | $28,462 | $0 | $13,050 | $0 | $742 | $0 | $175,733 | $0 | $0 | $0 |
| L JAY LEMONS PRESIDENT | ||||||||||||||
| EMERITUS & SR FELLOW | $53,500 | $0 | $22,850 | $0 | $83,558 | $0 | $0 | $0 | $0 | $0 | $159,908 | $0 | $0 | $0 |
| LINDA MCMILLIN TRAINING | ||||||||||||||
| DEV COORDINATOR/PROF LEADERSHI | $108,511 | $0 | $2,700 | $0 | $28,968 | $0 | $12,600 | $0 | $5,570 | $0 | $158,349 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | FIRST CLASS TRAVEL - UNDER SPECIAL AND VERY LIMITED CIRCUMSTANCES FIRST CLASS TRAVEL IS PERMITTED FOR KEY EMPLOYEES. NO FIRST CLASS TRAVEL OCCURRED IN THE REPORTING YEAR. TRAVEL FOR COMPANIONS - THE PRESIDENT'S SPOUSE ACCOMPANIED HIM ON ONE OCCASION ON BEHALF OF THE UNIVERSITY. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - THE UNIVERSITY GROSSES UP CERTAIN PAYMENTS TO KEY EMPLOYEES TO COVER TAXES. DISCRETIONARY SPENDING ACCOUNT - THE PRESIDENT HAS A RESTRICTED ACCOUNT USED FOR INSTITUTIONAL SPENDING ONLY. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE PRESIDENT IS REQUIRED TO OCCUPY, WITH HIS FAMILY, A UNIVERSITY-OWNED AND MAINTAINED RESIDENCE. THE UNIVERSITY'S MAINTENANCE AND FACILITIES DEPARTMENTS PROVIDE THE NECESSARY LANDSCAPING, CLEANING, AND OTHER MAINTENANCE. PERSONAL SERVICES - A HOUSEKEEPER IS EMPLOYED BY THE UNIVERSITY TO MAINTAIN THE PRESIDENT'S RESIDENCE AND AN OCCASIONAL DRIVER IS HIRED FOR AIRPORT TRAVEL SO THE PRESIDENT CAN WORK IN TRANSIT. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SNYDER COUNTY HIGHER EDUCATION AUTHORITY | ||||||||
| A | 232736780 | 833453EN9 | 2015-08-11 | $29,501,612 | REFUND SCHEA 2006 BONDS | 0 | 0 | 0 |
| SNYDER COUNTY HIGHER EDUCATION AUTHORITY | ||||||||
| B | 232736780 | 833453FF5 | 2017-06-08 | $26,668,119 | REFUND SCHEA 2008 BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $5,525,000 | $29,501,612 | 2016 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| B | $3,223,559 | $26,668,119 | 2017 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| SUBJECT TO FERPA LAWS | |||
| FERPA LAWS | $56,000 | MERIT BASED | SCHOLARSHIPS |
| SUBJECT TO FERPA LAWS | |||
| FERPA LAWS | $19,400 | NEED BASED | SCHOLARSHIPS |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| TIMOTHY ROBESON | |||
| TRUSTEE | $99,255 | INVESTMENTS TIMOTHY ROBESON, A TRUSTEE OF SUSQUEHANNA UNIVERSITY, IS EMPLOYED BY PGIM REALESTATE. THE UNIVERSITY MAINTAINS AN INVESTMENT MANAGEMENT RELATIONSHIP WITH PGIM PURSUANT TO WHICH PGIM WAS PAID INVESTMENT MANAGEMENT FEES. THE RELATIONSHIP BETWEEN PGIM AND SUSQUEHANNA ENDED IN MARCH 2021. MR. ROBESON RECEIVED NO PERSONAL BENEFIT AS A RESULT OF THE BUSINESS RELATIONSHIP BETWEEN THE UNIVERSITY AND PGIM. | 0 |
| LYNN BUCK | |||
| SPOUSE OF KEY EMPLOYEE | $10,548 | EMPLOYMENT (LYNN BUCK, AN EMPLOYEE OF SUSQUEHANNA UNIVERSITY, IS THE SPOUSE OF JONATHAN GREEN, A KEY EMPLOYEE. HER WAGES FOR EMPLOYMENT TOTALED $10,548 FOR THE REPORTING PERIOD). | 0 |
| APRIL RIVERS | |||
| SPOUSE OF KEY EMPLOYEE | $17,100 | EMPLOYMENT (APRIL RIVERS, AN EMPLOYEE OF SUSQUEHANNA UNIVERSITY, IS THE SPOUSE OF DAVE RAMSARAN, A KEY EMPLOYEE. HER WAGES FOR EMPLOYMENT TOTALED $17,100 FOR THE REPORTING PERIOD). | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | THE RELATIONSHIPS IDENTIFIED ABOVE WERE DISCLOSED TO THE BOARD AND IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,630 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 36 | ContributionCnt |
| Noncash Contributions Rpt F990 | $961,248 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFT CARDS | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | IT IS THE UNIVERSITY'S GENERAL PRACTICE TO LIQUIDATE GIFTS OF PUBLICLY HELD STOCK AS QUICKLY AS POSSIBLE, UNLESS HOLDING THE STOCK IS DETERMINED TO BE IN THE BEST INTEREST OF THE UNIVERSITY BY THE EXECUTIVE VICE PRESIDENT IN CONSULTATION WITH ONE OF THE UNIVERSITY'S INVESTMENT ADVISORS. THE STOCK IS LIQUIDATED BY THE BROKERAGE FIRM JANNEY MONTGOMERY SCOTT LLC ON 309 N. FIFTH ST., SUNBURY, PA 17870. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | ALONG WITH A DETAILED REVIEW PERFORMED BY THE AUDIT COMMITTEE A LINK TO A PASSWORD-PROTECTED WEBSITE WAS EMAILED TO THE GOVERNING BODY WHERE THE COMPLETE FORM 990 WAS MADE AVAILABLE FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST QUESTIONNAIRE WAS SENT TO THE GOVERNING BODY AND THE REPLIES WERE REVIEWED IN DETAIL BY THE AUDIT COMMITTEE. THE REVIEW OF THE QUESTIONNAIRES FORMS THE BASIS FOR DISCLOSURE ON THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S BOARD HAS ADOPTED A COMPENSATION POLICY (THE "POLICY") FOR COVERED INDIVIDUALS. PURSUANT TO THE POLICY, A COMPENSATION COMMITTEE (A SUBCOMMITTEE OF THE ORGANIZATION'S EXECUTIVE COMMITTEE) OF INDEPENDENT DIRECTORS WAS ESTABLISHED TO REVIEW THE COMPENSATION OF ALL EMPLOYEES SPECIFIED AS HAVING A SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION AND WHO RECEIVE REMUNERATION FROM THE ORGANIZATION, INCLUDING, AMONG OTHERS, THE PRESIDENT, PROVOST AND DEAN OF THE FACULTY, AND EXECUTIVE VICE PRESIDENT. THE COMPENSATION COMMITTEE IS ADVISED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH OPINES TO THE COMPENSATION COMMITTEE THAT THE LEVEL OF COMPENSATION PAID AND THE PROCESS BY WHICH COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDES DATA OF COMPENSATION PROVIDED AT SIMILAR ORGANIZATIONS TO ENSURE THAT THE UNIVERSITY DOES NOT COMPENSATE IN EXCESS OF MARKET NORMS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY POSTING THESE DOCUMENTS ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | ENDOWMENT INCOME 7,408,180. CHANGE IN SPLIT INTEREST 1,282,931. OTHER NONOPERATING ACTIVITIES 71,828. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSQUEHANNA UNIVERSITY & ORTENZIO CHARITABLE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4718 GETTYSBURG ROAD STE 405 | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 806155309 | EIN |
| Primary Activities | SUPPORTS SUSQUEHANNA UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSQUEHANNA UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSQUEHANNA UNIVERSITY & ORTENZIO CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $25,000 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |