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SWARTHMORE COLLEGE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SWARTHMORE COLLEGE (EIN 23-1352683)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-12
IRS object ID
202221329349304652
Schema version
2020v4.1
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)
Return2022-05-12T12:42:57-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET ST SUITE 1800AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231352683EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SWARTHMORE COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CARRIE DIENNAInCareOfNm
Business Name ControlSWARBusinessNameControlTxt
Phone6103288000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 COLLEGE AVENUEAddressLine1Txt
CitySWARTHMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19081ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALICE TURBIVILLEPersonNm
Person TitleACTING TREASURERPersonTitleTxt
Phone6103288000PhoneNum
Signature2022-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALICEPersonFirstNm
Person LastTURBIVILLEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTONIO C RUSSOPreparerPersonNm
PTINP00858539PTIN
Phone2673303000PhoneNum
Preparation2022-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALICE TURBIVILLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 COLLEGE AVENUEAddressLine1Txt
CitySWARTHMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19081ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,339,348,194GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addressswarthmore.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1864FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee2445TotalEmployeeCnt
Total Volunteers1031TotalVolunteersCnt
Total Gross UBI-$601,146TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$33,612,000PYContributionsGrantsAmt
CY Contributions Grants$21,451,000CYContributionsGrantsAmt
PY Program Service Revenue$110,872,000PYProgramServiceRevenueAmt
CY Program Service Revenue$88,743,000CYProgramServiceRevenueAmt
PY Investment Income$171,918,836PYInvestmentIncomeAmt
CY Investment Income$244,601,315CYInvestmentIncomeAmt
PY Other Revenue$12,241,225PYOtherRevenueAmt
CY Other Revenue$9,668,692CYOtherRevenueAmt
PY Total Revenue$328,644,061PYTotalRevenueAmt
CY Total Revenue$364,464,007CYTotalRevenueAmt
PY Grants And Similar Paid$47,037,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$39,763,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$108,697,144PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$107,341,706CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$200,630PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$78,023CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,189,413CYTotalFundraisingExpenseAmt
PY Other Expenses$77,377,797PYOtherExpensesAmt
CY Other Expenses$77,805,262CYOtherExpensesAmt
PY Total Expenses$233,312,571PYTotalExpensesAmt
CY Total Expenses$224,987,991CYTotalExpensesAmt
PY Revenues Less Expenses$95,331,490PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$139,476,016CYRevenuesLessExpensesAmt
Total Assets BOY$2,777,013,000TotalAssetsBOYAmt
Total Assets EOY$3,573,029,000TotalAssetsEOYAmt
Total Liabilities BOY$392,358,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$381,070,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,384,655,000NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,191,959,000NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$173,384,188ExpenseAmt
Grant$39,763,000GrantAmt
Revenue$88,743,000RevenueAmt
DescSWARTHMORE IS A CO-EDUCATIONAL COLLEGE OF LIBERAL ARTS AND ENGINEERING DEDICATED TO INTELLECTUAL EXPLORATION, ACCESS, AND EDUCATING FOR THE COMMON GOOD. THE AVERAGE ENROLLMENT FOR FISCAL YEAR 2020-21 WAS 1,439. THERE WERE 2 STUDENTS STUDYING ABROAD. OF THE TOTAL STUDENT POPULATION, 1,232 COME FROM ACROSS THE UNITED STATES WHILE 207 COME FROM OTHER NATIONS. SWARTHMORE'S COMMITMENT TO FINANCIAL AID AND ACCESS IS AT THE CORE OF OUR EDUCATIONAL MISSION. THE COLLEGE STRIVES TO MAKE IT POSSIBLE FOR ALL ADMITTED STUDENTS TO ATTEND SWARTHMORE, REGARDLESS OF THEIR ABILITY TO PAY, AND MEETS 100 PERCENT OF DETERMINED NEED FOR ALL ADMITTED STUDENTS. NEARLY 56 PERCENT OF THE STUDENTS RECEIVED NEED-BASED SWARTHMORE SCHOLARSHIP AID FROM AN OVERALL FINANCIAL AID BUDGET OF $40 MILLION. SWARTHMORE'S AID AWARDS CONSIST OF GRANTS (WHICH DO NOT NEED TO BE REPAID) AND THE EXPECTATION THAT STUDENTS WILL WORK IN A PART-TIME CAMPUS-BASED JOB. THE COLLEGE'S FINANCIAL AID AWARDS ARE LOAN-FREE. SWARTHMORE'S 425-ACRE ARBORETUM CAMPUS INCLUDES THE CRUM WOODS, A NATURALLY WOODED AREA COMPRISING NEARLY THREE-FIFTHS OF THE COLLEGE'S LAND. IN 2015, THE COLLEGE LAUNCHED ITS ENVIRONMENTAL SUSTAINABILITY FRAMEWORK, A SET OF GUIDELINES FOR CAPITAL PROJECTS AND FACILITIES OPERATIONS THAT INCLUDES SUSTAINABLE BUILDING GUIDELINES AND A PROJECT CHECKLIST. THE FOLLOWING YEAR, THE COLLEGE INSTITUTED A CARBON CHARGE THAT PROVIDES FUNDING FOR CAMPUS INITIATIVES AND PROJECTS THAT INCREASE ENERGY CONSERVATION AND EFFICIENCY AND PROMOTE RENEWABLE ENERGY. SWARTHMORE WAS HONORED TO RECEIVE A 2017 SUSTAINABLE CAMPUS EXCELLENCE AWARD IN THE INNOVATIVE COLLABORATION CATEGORY FROM THE INTERNATIONAL SUSTAINABLE CAMPUS NETWORK FOR OUR CARBON CHARGE PROGRAM. SWARTHMORE COLLEGE IS COMMITTED TO THE PRINCIPLE OF EQUAL OPPORTUNITY FOR ALL QUALIFIED PERSONS, WITHOUT DISCRIMINATION AGAINST ANY PERSON BY REASON OF SEX, RACE, COLOR, AGE, RELIGION, NATIONAL ORIGIN, HANDICAP, OR SEXUAL ORIENTATION. THIS POLICY IS CONSISTENT WITH RELEVANT GOVERNMENTAL STATUES AND REGULATIONS, INCLUDING THOSE PURSUANT TO TITLE IX OF THE FEDERAL EDUCATION AMENDMENTS OF 1972 AND SECTION 504 OF THE FEDERAL REHABILITATION ACT OF 1973.Desc
Total Program Service Expenses$173,384,188TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsYes (true)InvestTaxExemptBondsInd
Escrow AccountYes (true)EscrowAccountInd
On Behalf Of IssuerYes (true)OnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1759IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2445EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members33GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCARRIE DIENNAPersonNm
Phone6103287686PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 COLLEGE AVENUEAddressLine1Txt
CitySWARTHMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19081ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
VALERIE SMITH
PRES./EX OFFICIO BOARD MEMBER40.00.0Yes (X)Yes (X)$558,091$0$174,498
Richard T Eldridge
PROFESSOR40.00.0$420,142$0$23,039Yes (X)
Brian A Meunier
PROFESSOR40.00.0$418,919$0$20,058Yes (X)
GREGORY N BROWN
VP FIN & ADMIN & TREASURER40.00.0Yes (X)$375,392$0$48,521
SARAH WILLIE-LEBRETON
PROVOST & DEAN OF THE FACULTY40.00.0Yes (X)$270,812$0$148,348
Sara Marie Hiebert Burch
PROFESSOR40.00.0$390,432$0$0Yes (X)
MARK C AMSTUTZ
CHIEF INVESTMENT OFFICER40.00.0Yes (X)$332,450$0$48,521
FRANK C GRUNSEICH
DIRECTOR OF INVESTMENTS40.00.0$270,391$0$52,364Yes (X)
JAMES L BOCK III
VP AND DEAN OF ADMISSIONS40.00.0Yes (X)$239,117$0$71,163
ALLEN SCHNEIDER
PROFESSOR40.00.0$269,481$0$38,058Yes (X)
JAMES TERHUNE
VP FOR STUDENT AFFAIRS40.00.0Yes (X)$219,490$0$73,762
ANDREW HIRSCH
VP FOR COMMUNICATIONS40.00.0Yes (X)$241,142$0$48,123
NELSON A MACKEN
PROFESSOR40.00.0$238,359$0$39,127Yes (X)
SHARMAINE BRADHAM LAMAR ESQ
GENERAL COUNSEL40.00.0Yes (X)$195,181$0$48,669
JOEL COOPER
CHIEF OF INFORMATION TECH40.00.0Yes (X)$197,888$0$39,850
PAMELA PRESCOD-CAESAR
VP HUMAN RESOURCES40.00.0Yes (X)$191,921$0$33,867
KARL W CLAUSS
FRMR VP OF COLLEGE ADVANCEMENT0.00.0$194,149$0$26,313Yes (X)
EDWARD ROWE
CHIEF OF STAFF AND SECRETARY40.00.0Yes (X)$179,282$0$26,956
ALICE TURBIVILLE
ASST. TREASURER (EFF. 1/21)40.00.0Yes (X)$151,430$0$34,426
LIAM MCALPINE THRU 521
Interim VP of College Advance40.00.0Yes (X)$153,596$0$24,996
ROBIN HUNTINGDON SHORES
ASSISTANT SECRETARY40.00.0Yes (X)$134,016$0$38,318
LORI ANN JOHNSON
ASST. TREASURER (THRU 12/20)40.00.0Yes (X)$138,076$0$21,973
LESLIE ABBEY
TRUSTEE2.00.0Yes (X)$0$0$0
WILLIAM BOULDING
TRUSTEE2.00.0Yes (X)$0$0$0
DAVID G BRADLEY
TRUSTEE2.00.0Yes (X)$0$0$0
JOHN P CHEN
TRUSTEE4.00.0Yes (X)$0$0$0
RHONDA RESNICK COHEN
TRUSTEE2.00.0Yes (X)$0$0$0
THOM COLLINS
TRUSTEE4.00.0Yes (X)$0$0$0
ELIZABETH ECONOMY
TRUSTEE4.00.0Yes (X)$0$0$0
THOMAS WT HARTNETT
TRUSTEE4.00.0Yes (X)$0$0$0
MARILYN HOLIFIELD
TRUSTEE4.00.0Yes (X)$0$0$0
S LESLIE JEWETT
TRUSTEE4.00.0Yes (X)$0$0$0
ELEANOR JOSEPH
TRUSTEE2.00.0Yes (X)$0$0$0
JAKY JOSEPH
TRUSTEE4.00.0Yes (X)$0$0$0
HAROLD KALKSTEIN
TRUSTEE4.00.0Yes (X)$0$0$0
LUCY LANG
TRUSTEE2.00.0Yes (X)$0$0$0
CINDI LEIVE
TRUSTEE4.00.0Yes (X)$0$0$0
SABRINA MARTINEZ
TRUSTEE4.00.0Yes (X)$0$0$0
DAVID MCELHINNY
TRUSTEE4.00.0Yes (X)$0$0$0
COREY MULLOY
TRUSTEE2.00.0Yes (X)$0$0$0
NICOLE O'DELL ODIM
TRUSTEE2.00.0Yes (X)$0$0$0
CATHYRN POLINSKY
TRUSTEE2.00.0Yes (X)$0$0$0
H VINCENT POOR
TRUSTEE4.00.0Yes (X)$0$0$0
DOROTHY ROBINSON
TRUSTEE2.00.0Yes (X)$0$0$0
ANNE SCHUCHAT
TRUSTEE2.00.0Yes (X)$0$0$0
GUSTAVO SCHWED
TRUSTEE2.00.0Yes (X)$0$0$0
JUNE ROTHMAN SCOTT
TRUSTEE2.00.0Yes (X)$0$0$0
ROBIN M SHAPIRO
TRUSTEE4.00.0Yes (X)$0$0$0
SALEM D SHUCHMAN
CHAIR6.00.0Yes (X)Yes (X)$0$0$0
DAVID W SINGLETON
TRUSTEE2.00.0Yes (X)$0$0$0
JAMES SNIPES
TRUSTEE4.00.0Yes (X)$0$0$0
THOMAS E SPOCK
TRUSTEE2.00.0Yes (X)$0$0$0
SUJATHA A SRINIVASAN
TRUSTEE4.00.0Yes (X)$0$0$0
JOSEPH L TURNER
TRUSTEE4.00.0Yes (X)$0$0$0
BRYAN WOLF
TRUSTEE2.00.0Yes (X)$0$0$0
BOHEE YOON
TRUSTEE/EX. OFF. BOARD MEMBER2.00.0Yes (X)$0$0$0
Elizabeth Boluch-Wood
VP-COLLEGE ADVANCE(AS OF 6/21)40.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,779,757TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,080,950TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K224IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SKANSKA USA BUILDING INC
518 E TOWNSHIP LINE ROADBLUE BELLPA19422BUILDING SERVICES$14,486,894
LF DRISCOLL COMPANY LLC
401 CITY LINE AVENUEBALA CYNWYDPA19004BUILDING SERVICES$6,113,070
WARFEL CONSTRUCTION
1110 ENTERPRISE ROADEAST PETERSBURGPA17520BUILDING SERVICES$2,562,089
DLR GROUP INC
PO Box 933078CLEVELANDOH44193ARCHITECTUAL SERVICE$2,415,466
TARGET BUILDING CONSTRUCTION INC
1124 CHESTER PIKECRUM LYNNEPA19022BUILDING SERVICES$1,073,740
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K49CntrctRcvdGreaterThan100KCnt
Government Grants$6,045,000GovernmentGrantsAmt
All Other Contributions$15,406,000AllOtherContributionsAmt
Noncash Contributions$4,841,257NoncashContributionsAmt
Total Contributions$21,451,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION & FEES611310$77,851,000$77,851,000
ROOM & BOARD611310$10,892,000$10,892,000
FieldValueIRS element (for citing)
Total Program Service Revenue$88,743,000TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,595,877TotalRevenueColumnAmt
Unrelated Business Revenue-$3,182,731UnrelatedBusinessRevenueAmt
Exclusion$106,778,608ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,422TotalRevenueColumnAmt
Exclusion$6,422ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,930TotalRevenueColumnAmt
Exclusion$51,930ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,499,850RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,164,009RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$335,841RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$335,841TotalRevenueColumnAmt
Exclusion$335,841ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,114,719,194SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$973,720,178SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$140,999,016SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$140,999,016TotalRevenueColumnAmt
Exclusion$140,999,016ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
INN AT SWARTHMORE (INN & RESTAURANT)721110$2,206,374$2,206,374
BOOKSTORE AT SWARTHMORE (AT INN)611710$375,211$375,211
AUXILIARY & OTHER SERVICES611310$6,699,336$6,699,336
FieldValueIRS element (for citing)
Other Revenue Total$9,280,921OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$364,464,007TotalRevenueColumnAmt
Related Or Exempt Func Income$88,743,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$601,146UnrelatedBusinessRevenueAmt
Exclusion$254,871,153ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$33,509,013TotalAmt
Program Services$33,509,013ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$6,253,987TotalAmt
Program Services$6,253,987ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,714,693TotalAmt
Program Services$1,099,468ProgramServicesAmt
Management And General$3,320,530ManagementAndGeneralAmt
Fundraising$294,695FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$77,143,066TotalAmt
Program Services$61,841,779ProgramServicesAmt
Management And General$12,258,084ManagementAndGeneralAmt
Fundraising$3,043,203FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,466,157TotalAmt
Program Services$5,129,204ProgramServicesAmt
Management And General$1,053,868ManagementAndGeneralAmt
Fundraising$283,085FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$13,561,982TotalAmt
Program Services$9,855,206ProgramServicesAmt
Management And General$3,100,872ManagementAndGeneralAmt
Fundraising$605,904FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,455,808TotalAmt
Program Services$4,352,316ProgramServicesAmt
Management And General$867,889ManagementAndGeneralAmt
Fundraising$235,603FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$333,323TotalAmt
Management And General$333,323ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$307,723TotalAmt
Management And General$307,723ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$78,023TotalAmt
Fundraising$78,023FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,873,000TotalAmt
Management And General$7,873,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,613,525TotalAmt
Program Services$6,032,956ProgramServicesAmt
Management And General$3,097,819ManagementAndGeneralAmt
Fundraising$482,750FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$294,381TotalAmt
Program Services$35,163ProgramServicesAmt
Management And General$259,218ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,200,109TotalAmt
Program Services$5,206,432ProgramServicesAmt
Management And General$2,915,556ManagementAndGeneralAmt
Fundraising$78,121FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,373,332TotalAmt
Program Services$3,106,273ProgramServicesAmt
Management And General$1,153,883ManagementAndGeneralAmt
Fundraising$113,176FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,414,160TotalAmt
Program Services$1,782,386ProgramServicesAmt
Management And General$562,330ManagementAndGeneralAmt
Fundraising$69,444FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$410,117TotalAmt
Program Services$400,446ProgramServicesAmt
Management And General$6,248ManagementAndGeneralAmt
Fundraising$3,423FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$782,949TotalAmt
Program Services$658,641ProgramServicesAmt
Management And General$92,484ManagementAndGeneralAmt
Fundraising$31,824FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$9,204,056TotalAmt
Program Services$7,072,972ProgramServicesAmt
Management And General$1,855,514ManagementAndGeneralAmt
Fundraising$275,570FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,581,206TotalAmt
Program Services$12,767,529ProgramServicesAmt
Management And General$3,316,241ManagementAndGeneralAmt
Fundraising$497,436FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,943,174TotalAmt
Program Services$1,901,089ProgramServicesAmt
Management And General$42,085ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EQUIP PURCH, RENTAL & MAINT$4,519,019$3,125,353$1,382,554$11,112
ANNUITY PAYMENTS$1,609,095$1,609,095
FOOD & BEVERAGE (NON-TRAVEL)$1,418,216$1,418,216
OFF-CAMPUS STUDY PROGRAMS$51,103$51,103

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,876,774TotalAmt
Program Services$6,175,561ProgramServicesAmt
Management And General$1,615,169ManagementAndGeneralAmt
Fundraising$86,044FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$224,987,991TotalAmt
Program Services$173,384,188ProgramServicesAmt
Management And General$45,414,390ManagementAndGeneralAmt
Fundraising$6,189,413FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$53,841,000BOYAmt
EOY$87,175,000EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,543,000BOYAmt
EOY$13,921,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,538,000BOYAmt
EOY$3,516,000EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$319,024BOYAmt
EOY$194,218EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$7,930,976BOYAmt
EOY$6,605,782EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$340,257BOYAmt
EOY$342,599EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,421,743BOYAmt
EOY$1,827,401EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$694,343,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$200,790,000LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$473,516,000BOYAmt
EOY$493,553,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$819,595,000BOYAmt
EOY$983,173,000EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,371,050,000BOYAmt
EOY$1,979,610,000EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$25,918,000BOYAmt
EOY$3,111,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,777,013,000BOYAmt
EOY$3,573,029,000EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$29,630,000BOYAmt
EOY$28,381,000EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,563,000BOYAmt
EOY$2,019,000EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$318,444,000BOYAmt
EOY$305,925,000EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$41,721,000BOYAmt
EOY$44,745,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$392,358,000BOYAmt
EOY$381,070,000EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,020,825,000BOYAmt
EOY$1,247,888,000EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,363,830,000BOYAmt
EOY$1,944,071,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,384,655,000BOYAmt
EOY$3,191,959,000EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,777,013,000BOYAmt
EOY$3,573,029,000EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$139,476,016ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$668,399,984NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$572,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)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)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$1,117OtherActivitiesAmt
Total Lobbying Expenditures$1,117TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B LINE 1IFormAndLineReferenceDesc
ExplanationDETAIL OF LOBBYING EXPENSES SWARTHMORE COLLEGE IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU) AND THE LOBBYING EXPENSES ASSOCIATED WITH THIS MEMBERSHIP WAS $1,117.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$4,726,000AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,103,670,000BeginningYearBalanceAmt
Contributions$6,803,000ContributionsAmt
Investment Earnings Or Losses$906,280,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,650,000GrantsOrScholarshipsAmt
Other Expenditures$87,918,000OtherExpendituresAmt
Administrative Expenses$7,873,000AdministrativeExpensesAmt
End Year Balance$2,899,312,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,131,553,000BeginningYearBalanceAmt
Contributions$8,468,000ContributionsAmt
Investment Earnings Or Losses$81,291,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,543,000GrantsOrScholarshipsAmt
Other Expenditures$89,643,000OtherExpendituresAmt
Administrative Expenses$6,456,000AdministrativeExpensesAmt
End Year Balance$2,103,670,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,115,768,000BeginningYearBalanceAmt
Contributions$4,278,000ContributionsAmt
Investment Earnings Or Losses$146,528,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,794,000GrantsOrScholarshipsAmt
Other Expenditures$104,907,000OtherExpendituresAmt
Administrative Expenses$8,320,000AdministrativeExpensesAmt
End Year Balance$2,131,553,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,955,532,000BeginningYearBalanceAmt
Contributions$3,895,000ContributionsAmt
Investment Earnings Or Losses$244,813,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,537,000GrantsOrScholarshipsAmt
Other Expenditures$63,356,000OtherExpendituresAmt
Administrative Expenses$6,579,000AdministrativeExpensesAmt
End Year Balance$2,115,768,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,746,962,000BeginningYearBalanceAmt
Contributions$35,302,000ContributionsAmt
Investment Earnings Or Losses$257,710,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,720,000GrantsOrScholarshipsAmt
Other Expenditures$60,085,000OtherExpendituresAmt
Administrative Expenses$6,637,000AdministrativeExpensesAmt
End Year Balance$1,955,532,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.35000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.62000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.03000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,783,000OtherCostOrOtherBasisAmt
Book Value$5,783,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$663,969,000OtherCostOrOtherBasisAmt
Depreciation$181,448,000DepreciationAmt
Book Value$482,521,000BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$523,000OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$523,000BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,342,000OtherCostOrOtherBasisAmt
Depreciation$19,342,000DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,726,000OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$4,726,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$493,553,000TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PUBLIC EQUITY$386,747,000F
REAL ASSETS$263,031,000F
PRIVATE EQUITY$957,169,000F
MARKETABLE ALTERNATIVES$370,452,000F
OTHER$2,211,000F
FieldValueIRS element (for citing)
Total Book Value Securities$1,979,610,000TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
EMPLOYEE AND FORMER EMPLOYEES$7,296,000
CONDITIONAL GIFT LIABILITY$1,700,000
DONORS$16,137,000
POSTRETIREMENT HEALTH BENEFIT$18,440,000
CONDITIONAL ASSET RETIRMNT OBL$1,172,000
FieldValueIRS element (for citing)
Total Liability$44,745,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$985,820,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$668,399,984NetUnrealizedGainsInvstAmt
Revenue Not Reported$668,399,984RevenueNotReportedAmt
Revenue Subtotal$317,420,016RevenueSubtotalAmt
Investment Expenses Not Incld$7,873,000InvestmentExpensesNotIncldAmt
Other Revenues Not Included$39,170,991OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$47,043,991RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$364,464,007TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$178,516,000TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$178,516,000ExpensesSubtotalAmt
Investment Expenses Not Incld2$7,873,000InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$38,598,991OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$46,471,991ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$224,987,991TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4DESCRIPTION OF COLLECTIONS THE COLLEGE MAINTAINS A SMALL PERMANENT COLLECTION OF ART THAT IS USED IN TEACHING (E.G., COURSES IN STUDIO ART AND ART HISTORY) AND PROVIDES STUDENTS WITH RESEARCH OPPORTUNITIES. ----------------------
SCHEDULE D, PART V, LINE 4USE OF ENDOWMENT FUNDS BESIDES SCHOLARSHIPS, THE SWARTHMORE COLLEGE ENDOWMENT PROVIDES FUNDING FOR A VARIETY OF PROGRAMS INCLUDING PROFESSORSHIPS, FACULTY AND STUDENT RESEARCH, LIBRARY AND ACADEMIC SUPPORT, AWARDS AND PRIZES, COMMUNITY SERVICE, FACILITIES AND GROUNDS, DEBT SERVICE AND CAPITAL PROJECTS, AS WELL AS GENERAL BUDGET SUPPORT. -------------------
SCHEDULE D, PART X, LINE 2TEXT OF FIN 48 (ASC 740) FOOTNOTE THE FOLLOWING IS THE TEXT OF THE FIN 48 (ASC 740) FOOTNOTE FROM THE CONSOLIDATED JUNE 30, 2021 SWARTHMORE COLLEGE AUDITED FINANCIAL STATEMENTS: IN ACCORDANCE WITH THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT REGULARLY EVALUATES ITS TAX POSITIONS AND DOES NOT BELIEVE THE COLLEGE HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT IN THE FINANCIAL STATEMENTS. THE COLLEGE CONTINUALLY MONITORS AND EVALUATES ITS ACTIVITIES FOR UNRELATED BUSINESS INCOME ACTIVITY. --------------------
SCHEDULE D, PART XI, LINE 4BDETAIL OF OTHER CHANGES COSTS OF RENTAL HOUSING $ (1,164,009) CHANGE IN PRESENT VALUE OF LIFE INCOME FUNDS 572,000 STUDENT AID 39,763,000 ------------------- TOTAL $ 39,170,991 -------------------- SCHEDULE D, PART XII, LINE 4B DETAIL OF OTHER CHANGES COST OF RENTAL HOUSING $ (1,164,009) STUDENT AID 39,763,000 ------------------- TOTAL $ 38,598,991 -------------------

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediafalsePlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, LINE 3PUBLICATION OF RACIALLY NON-DISCRIMINATORY POLICY SWARTHMORE COLLEGE CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS ON A NATIONWIDE AND WORLDWIDE BASIS AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY. SWARTHMORE COLLEGE INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL ITS PRINTED AND BROADCAST ADVERTISING, AS WELL AS IN COLLEGE CATALOGS. THEREFORE, SWARTHMORE COLLEGE IS IN COMPLIANCE WITH SECTIONS 4.02 AND 4.03 OF IRS REVENUE PROCEDURE 75-50. ------------------
SCHEDULE E, LINE 6ADESCRIPTION OF FINANCIAL AID/ASSISTANCE FROM GOV'T AGENCY SWARTHMORE COLLEGE PARTICIPATES IN FIVE FEDERAL STUDENT FINANCIAL AID PROGRAMS: FEDERAL PELL, FSEOG, FEDERAL WORK STUDY, FEDERAL PERKINS AND FEDERAL STAFFORD LOAN PROGRAMS. THE COLLEGE ALSO PARTICIPATES IN THE PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY (PHEAA) STUDENT GRANT PROGRAM. THE ONLY DIRECT FINANCIAL ASSISTANCE RECEIVED BY THE COLLEGE FROM A GOVERNMENTAL AGENCY IS THE PHEAA INSTITUTIONAL ASSISTANCE GRANT. ------------------

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestmentsN/A$573,681,673
Europe (Including Iceland and Greenland)InvestmentsN/A$27,693,753
North AmericaInvestmentsN/A$10,685,867
Central America and the CaribbeanProgram ServicesSCHOLARSHIPS$285,374
East Asia and the PacificProgram ServicesSCHOLARSHIPS$969,063
Europe (Including Iceland and Greenland)Program ServicesSCHOLARSHIPS$634,920
Middle East and North AfricaProgram ServicesSCHOLARSHIPS$743,853
North AmericaProgram ServicesSCHOLARSHIPS$506,411
Russia and the Newly Independent StatesProgram ServicesSCHOLARSHIPS$143,552
South AmericaProgram ServicesSCHOLARSHIPS$653,553
South AsiaProgram ServicesSCHOLARSHIPS$431,475
Sub-Saharan AfricaProgram ServicesSCHOLARSHIPS$1,885,786
East Asia and the PacificProgram ServicesSTUDY ABROAD$3,250
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD$9,095
FieldValueIRS element (for citing)
Subtotal Spent$618,327,625SubtotalSpentAmt
Total Spent$618,327,625TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
SCHOLARSHIPSCentral America and the Caribbean4$285,374CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSEast Asia and the Pacific20$969,063CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSEurope (Including Iceland and Greenland)10$634,920CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSMiddle East and North Africa18$743,853CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSNorth America9$506,411CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSRussia and the Newly Independent States2$143,552CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSSouth America12$653,553CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSSouth Asia14$431,475CREDITSCHOLARSHIPSBOOK
SCHOLARSHIPSSub-Saharan Africa31$1,885,786CREDITSCHOLARSHIPSBOOK
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SWARTHMORE COLLEGE SCHOLARSHIPS ARE AWARDED TO STUDENTS, IN ACCORDANCE WITH COLLEGE POLICIES, TO COVER TUITION AND OTHER EDUCATIONAL EXPENSES CHARGED BY THE COLLEGE AND DISTRIBUTED DIRECTLY ON THE STUDENT'S ACCOUNT.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
MARTS LUNDY
1200 WALL STREETLYNDHUSRTNJ07071GENERAL CONSULTINGfalse$13,534,499$11,180$13,523,319
GREEN SEEDS
342 WEST 4TH STREETMEDIAPA19063GENERAL CONSULTINGfalse$1,062,015$18,060$1,043,955
HANOVER RESEARCH
4401 WILSON BOULEVARD 9TH FLOORARLINGTONVA22203GENERAL CONSULTINGfalse$809,486$48,783$760,703
FieldValueIRS element (for citing)
Total Gross Receipts$15,406,000TotalGrossReceiptsAmt
Total Retained By Contractors$78,023TotalRetainedByContractorsAmt
Total Net To Organization$15,327,977TotalNetToOrganizationAmt
All StatesAll StatesAllStatesCd

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSWARTHMORE COLLEGE FUNDS/SCHOLARSHIPSGrantTypeTxt
Recipient751RecipientCnt
Cash Grant$33,509,013CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SWARTHMORE COLLEGE SCHOLARSHIPS ARE AWARDED TO STUDENTS, IN ACCORDANCE WITH COLLEGE POLICIES, TO COVER TUITION AND OTHER EDUCATIONAL EXPENSES CHARGED BY THE COLLEGE AND DISTRIBUTED DIRECTLY ON THE STUDENT'S ACCOUNT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 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
MARK C AMSTUTZ
CHIEF INVESTMENT OFFICER$332,450$0$0$0$0$0$28,500$0$20,021$0$380,971$0$0$0
JAMES L BOCK III
VP AND DEAN OF ADMISSIONS$239,117$0$0$0$0$0$24,479$0$46,684$0$310,280$0$0$0
GREGORY N BROWN
VP FIN & ADMIN & TREASURER$375,392$0$0$0$0$0$28,500$0$20,021$0$423,913$0$0$0
KARL W CLAUSS
FRMR VP OF COLLEGE ADVANCEMENT$194,149$0$0$0$0$0$14,250$0$12,063$0$220,462$0$0$0
JOEL COOPER
CHIEF OF INFORMATION TECH$197,888$0$0$0$0$0$20,000$0$19,850$0$237,738$0$0$0
FRANK C GRUNSEICH
DIRECTOR OF INVESTMENTS$270,391$0$0$0$0$0$27,500$0$24,864$0$322,755$0$0$0
ANDREW HIRSCH
VP FOR COMMUNICATIONS$241,142$0$0$0$0$0$24,000$0$24,123$0$289,265$0$0$0
LORI ANN JOHNSON
ASST. TREASURER (THRU 12/20)$138,076$0$0$0$0$0$12,740$0$9,233$0$160,049$0$0$0
SHARMAINE BRADHAM LAMAR ESQ
GENERAL COUNSEL$195,181$0$0$0$0$0$19,879$0$28,790$0$243,850$0$0$0
LIAM MCALPINE THRU 521
Interim VP of College Advance$153,596$0$0$0$0$0$15,660$0$9,336$0$178,592$0$0$0
PAMELA PRESCOD-CAESAR
VP HUMAN RESOURCES$191,921$0$0$0$0$0$17,007$0$16,860$0$225,788$0$0$0
EDWARD ROWE
CHIEF OF STAFF AND SECRETARY$179,282$0$0$0$0$0$17,544$0$9,412$0$206,238$0$0$0
ROBIN HUNTINGDON SHORES
ASSISTANT SECRETARY$134,016$0$0$0$0$0$13,802$0$24,516$0$172,334$0$0$0
VALERIE SMITH
PRES./EX OFFICIO BOARD MEMBER$558,091$0$0$0$0$0$115,625$0$58,873$0$732,589$0$0$0
JAMES TERHUNE
VP FOR STUDENT AFFAIRS$219,490$0$0$0$0$0$21,820$0$51,942$0$293,252$0$0$0
ALICE TURBIVILLE
ASST. TREASURER (EFF. 1/21)$151,430$0$0$0$0$0$15,875$0$18,551$0$185,856$0$0$0
SARAH WILLIE-LEBRETON
PROVOST & DEAN OF THE FACULTY$270,812$0$0$0$0$0$123,484$0$24,864$0$419,160$0$0$0
ALLEN SCHNEIDER
PROFESSOR$269,481$0$0$0$0$0$26,405$0$11,653$0$307,539$0$0$0
NELSON A MACKEN
PROFESSOR$238,359$0$0$0$0$0$23,904$0$15,223$0$277,486$0$0$0
Richard T Eldridge
PROFESSOR$107,350$0$0$0$312,792$0$10,655$0$12,384$0$443,181$0$0$0
Brian A Meunier
PROFESSOR$106,127$0$0$0$312,792$0$10,652$0$9,406$0$438,977$0$0$0
Sara Marie Hiebert Burch
PROFESSOR$0$0$0$0$390,432$0$0$0$0$0$390,432$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, LINE 1ADETAIL OF ADDITIONAL BENEFITS PROVIDED FIRST CLASS TRAVEL IN GENERAL, IT IS SWARTHMORE COLLEGE'S (THE "COLLEGE") POLICY THAT FIRST CLASS TRAVEL IS NOT AUTHORIZED FOR COLLEGE EMPLOYEES TRAVELING ON COLLEGE BUSINESS. HOWEVER, IN RECOGNITION THAT THE PRESIDENT TYPICALLY WORKS DURING FLIGHTS, ATTENDS DIRECTLY TO BUSINESS UPON ARRIVAL, AND CANNOT SCHEDULE IN TIME FOR ADEQUATE REST, THE BOARD OF MANAGERS HAS APPROVED THE USE OF FIRST CLASS TRAVEL FOR THE PRESIDENT ON DOMESTIC AND INTERNATIONAL FLIGHTS OVER THREE HOURS IN LENGTH. THIS POLICY EXTENDS TO THE PRESIDENT'S SPOUSE WHEN HE OR SHE ACCOMPANIES THE PRESIDENT ON BUSINESS TRAVEL. FOR ALL OTHER EMPLOYEES (FACULTY AND STAFF), FIRST CLASS TRAVEL MUST BE PRE-APPROVED BY THE PRESIDENT OR HIS/HER DESIGNATE. TRAVEL FOR COMPANIONS IN CERTAIN AUTHORIZED CIRCUMSTANCES THE COLLEGE WILL PAY, OR WILL REIMBURSE, FOR THE TRAVEL, MEALS AND EXPENSES OF THE SPOUSE/PARTNER OF AN EMPLOYEE UNDER THE COLLEGE'S ACCOUNTABLE PLAN. REIMBURSEMENTS ARE CONSIDERED TAXABLE INCOME TO THE EMPLOYEE UNLESS THE COMPANION TRAVEL IS: 1) FOR A BONA FIDE BUSINESS PURPOSE, 2) DIRECTLY BENEFITS THE COLLEGE, AND 3) IS PROPERLY DOCUMENTED AND APPROVED. ANY SPOUSE/PARTNER TRAVEL OTHER THAN THE PRESIDENT MUST BE APPROVED, IN ADVANCE, BY THE PRESIDENT OR HIS/HER DESIGNATE. TAX GROSS-UP PAYMENTS RETIREMENT PAYMENTS TO EMPLOYEES MAY INCLUDE A GROSS-UP FOR A PORTION OF THE BENEFITS PAID. RESIDENCE REQUIREMENT AS A CONDITION OF EMPLOYMENT, THE PRESIDENT, THE DEAN OF STUDENTS, AND THE VICE PRESIDENT OF COLLEGE ADVANCEMENT MAINTAINED THEIR FULL TIME RESIDENCE IN COLLEGE-PROVIDED HOUSING AND USED SUCH RESIDENCES FOR COLLEGE BUSINESS AND ENTERTAINMENT PURPOSES. SOCIAL CLUB DUES MEMBERSHIP DUES WERE PROVIDED TO ONE NEW YORK UNIVERSITY CLUBS TO BE USED FOR BUSINESS PURPOSES (ENTERTAINMENT / TRAVEL). --------------------
SCHEDULE J, PART I, LINE 4ADETAIL OF SEVERANCE PAYMENTS THE FOLLOWING INDIVIDUALS RECEIVED EARLY RETIREMENT PAYMENTS: RICHARD T. ELDRIDGE: $312,792 BRIAN A. MEUNIER: $312,792 SARA MARIE HIEBERT BURCH: $389,432 -------------------- SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION SWARTHMORE COLLEGE (THE "COLLEGE") MAINTAINS A SUPPLEMENTAL EXECUTIVE IRC SECTION 457(F) RETIREMENT PLAN ("SERP") DESIGNED FOR THE PRESIDENT OF THE COLLEGE. VESTING IN THE SERP WILL OCCUR IF THE PRESIDENT REMAINS AT THE COLLEGE THROUGH JUNE 30, 2025 (OR DEATH OR PERMANENT DISABILITY PRIOR TO THEN). THERE WERE NO DISTRIBUTIONS MADE FROM THE SERP PLAN FOR THE JUNE 30, 2021 TAX YEAR. --------------------
SCHEDULE J, PART IIADDITIONAL INFORMATION ALL DEFERRED COMPENSATION FIGURES REPORTED ON PART II, COLUMN C, INCLUDE EMPLOYER CONTRIBUTIONS TO A QUALIFIED RETIREMENT PLAN. JAMES TERHUNE - NON-TAXABLE BENEFITS FIGURE INCLUDES A HOUSING ALLOWANCE. SEE "RESIDENCE REQUIREMENT" ABOVE. VALERIE SMITH - OTHER COMPENSATION FIGURE IS A RESULT OF THE PAYMENT OF ACCRUED LEAVE COMPENSATION AND BENEFITS. VALERIE SMITH - NON-TAXABLE BENEFITS FIGURE INCLUDES A HOUSING ALLOWANCE. SEE "RESIDENCE REQUIREMENT" ABOVE. SARAH WILLIE-LEBRETON - DEFERRED COMPENSATION ALSO INCLUDES ACCRUED LEAVE COMPENSATION AND BENEFITS. RICHARD ELDRIDGE - OTHER REPORTABLE COMPENSATION FIGURE WAS AN EARLY RETIREMENT PAYMENT. BRIAN MEUNIER - OTHER REPORTABLE COMPENSATION FIGURE WAS AN EARLY RETIREMENT PAYMENT. SARA HIEBERT BURCH - OTHER REPORTABLE COMPENSATION FIGURE WAS AN EARLY RETIREMENT PAYMENT. ----------------

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2011B
A232243929870000GY62011-12-21$17,177,979VAR. CAPITAL PROJECTS- SEE PART VIfalsefalsefalse
SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2013
B232243929870000JG22013-07-31$52,616,042VAR. CAPITAL PROJECTS- SEE PART VIfalsefalsefalse
SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2015
C232243929870000KJ42015-07-14$59,996,832VAR. CAPITAL PROJECTS- SEE PART VIfalsefalsefalse
SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2016A
D232243929870000KY12016-08-16$73,699,674REFUNDING PRIOR BOND- SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$5,428,869$0$17,594,907$0$0$0$137,349$0$0$17,457,558$0$02014falsefalseYes (true)Yes (true)
B$17,095,145$0$52,626,016$0$0$0$353,951$0$0$18,387,425$33,885,000$02016Yes (true)falseYes (true)Yes (true)
C$6,097,801$0$60,362,681$0$0$0$348,937$0$0$60,013,744$0$02018falsefalsefalseYes (true)
D$20,463,983$0$73,701,488$0$0$0$344,674$0$0$0$73,356,814$02016falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)
D0

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 GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalseYes (true)falseYes (true)falsefalsefalse0falseYes (true)
0
DfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE K, PART I, COLUMN (F)FormAndLineReferenceDesc
ExplanationPART I, LINE A: THE PROCEEDS OF THE BONDS ISSUED ON 12/21/2011 WERE USED FOR VARIOUS TAX-EXEMPT CAPITAL PROJECTS AND TO FUND THE COST OF ISSUING THE 2011B BONDS. PART I, LINE B: THE PROCEEDS OF THE BONDS ISSUED ON 7/31/2013 WERE USED TO REFUND THE SWARTHMORE COLLEGE REVENUE BONDS, SERIES 2008 ISSUED ON 4/30/2008 AND SERIES 2009 ISSUED ON 7/29/2009, USED FOR VARIOUS TAX EXEMPT CAPITAL PROJECTS AND TO FUND THE COSTS OF ISSUING THE 2013 BONDS. PART I, LINE C: THE PROCEEDS OF THE BONDS ISSUED ON 7/14/2015 WERE USED FOR VARIOUS TAX-EXEMPT CAPITAL PROJECTS AND TO FUND THE COST OF ISSUING THE 2015 BONDS. PART I, LINE D: THE PROCEEDS OF THE BONDS ISSUED ON 7/19/2016 WERE USED TO ADVANCE REFUND THE 2006A REVENUE BONDS, AND TO FUND THE COSTS OF ISSUING THE 2016A BONDS. PART I, LINE E: THE PROCEEDS OF THE BONDS ISSUED ON 7/19/2016 WERE USED FOR VARIOUS TAX-EXEMPT CAPITAL PROJECTS AND TO FUND THE COST OF ISSUING THE 2016B BONDS. PART I, LINE F: THE PROCEEDS OF THE BONDS ISSUED ON 7/10/2018 WERE USED FOR VARIOUS TAX-EXEMPT CAPITAL PROJECTS AND TO FUND THE COST OF ISSUING THE 2018 BONDS. -------------------- SCHEDULE K, PART II, LINE 3 DETAIL OF TOTAL PROCEEDS FROM ISSUE THE TOTAL PROCEEDS OF ISSUE REPORTED FOR EACH BOND LISTED INCLUDES INVESTMENT EARNINGS. FOR THE 2011B SERIES (ISSUED 12/21/2011) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: $416,928 FOR THE 2013 SERIES (ISSUED 07/31/2013) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: $9,974 FOR THE 2015 SERIES (ISSUED 07/14/2015) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: $365,849 FOR THE 2016A SERIES (ISSUED 07/19/2016) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: $1,814 FOR THE 2016B SERIES (ISSUED 08/14/2016) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: $278,471 FOR THE 2018 SERIES (ISSUED 07/10/2018) THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES TOTAL EARNINGS OF: $2,720,284 -------------------- SCHEDULE K, PART III PRIVATE BUSINESS USE FOR THE 08/16/2016A BONDS (COLUMN D), THERE WAS NO NEED TO COMPLETE THIS PRIVATE BUSINESS USE SECTION SINCE THIS 2016A BOND ISSUE WAS SIMPLY A REFUNDING ISSUE OF THE 2006A BONDS (WHICH, IN TURN, WERE AN ADVANCED REFUNDING ISSUE OF THE 1998 & 2001 BONDS (WHICH WERE BOTH ISSUED PRIOR TO THE SCHEDULE K 12/31/2002 REPORTING DATE). -------------------- SCHEDULE K, PART IV, LINE 2C DATE THE REBATE COMPUTATION WAS PERFORMED COLUMN A: 12/21/2016 COLUMN B: 07/30/2020 COLUMN C: 09/15/2020 COLUMN D: 08/15/2020 COLUMN E: 08/15/2020 COLUMN F: 07/26/2020 --------------------ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2016B
A232243929870000LW42016-08-16$25,244,118VAR. CAPITAL PROJECTS- SEE PART VIfalsefalsefalse
SWARTHMORE COLLEGE BOROUGH AUTHORITY- SERIES 2018
B232243929870000LX22018-07-10$110,605,739VAR. CAPITAL PROJECTS- SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$2,409,188$0$25,522,589$0$0$0$194,356$0$0$25,328,233$0$02019falsefalsefalseYes (true)
B$2,574,514$0$113,326,023$0$10,190,406$0$672,822$0$0$102,462,795$0$02021Yes (true)falsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
B0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
JAMES L BOCK III
OFFICERMORTGAGEYes (X)$340,000$158,218falseYes (true)Yes (true)
ANDREW HIRSCH
OFFICERMRTG DWN PYMT ASSISTYes (X)$45,000$36,000falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$194,218TotalBalanceDueAmt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution82ContributionCnt
Noncash Contributions Rpt F990$4,841,257NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, LINE 32FormAndLineReferenceDesc
ExplanationUSE OF THIRD PARTIES SWARTHMORE COLLEGE MAINTAINS ACCOUNTS AT SEVERAL BROKERAGE FIRMS TO FACILITATE THE SALE OF ANY NON-CASH CONTRIBUTIONS IT MAY RECEIVE. --------------- SCHEDULE M, PART I, COLUMN (B) INFORMATION REGARDING NUMBER OF CONTRIBUTIONS SWARTHMORE COLLEGE IS REPORTING THE AGGREGATE NUMBER OF CONTRIBUTIONS RECEIVED OF SCHEDULE M, PART I, COLUMN B (NOT THE NUMBER OF ITEMS RECEIVED). ---------------ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1 & PART III, LINE 1DETAIL OF ORGANIZATION'S MISSION SWARTHMORE COLLEGE PROVIDES LEARNERS OF DIVERSE BACKGROUNDS A TRANSFORMATIVE LIBERAL ARTS EDUCATION GROUNDED IN RIGOROUS INTELLECTUAL INQUIRY AND EMPOWERS ALL WHO SHARE IN OUR COMMUNITY TO FLOURISH AND CONTRIBUTE TO A BETTER WORLD. WE COMMIT TO THIS MISSION BY: - OFFERING A ROBUST, LIBERAL ARTS CURRICULUM CONNECTING THE ARTS, HUMANITIES, NATURAL SCIENCES AND ENGINEERING, SOCIAL SCIENCES, AND INTERDISCIPLINARY PROGRAMS - FOSTERING INNOVATIVE RESEARCH AND CREATIVE PRODUCTION AND ENCOURAGING COLLABORATION AMONG FACULTY, STUDENTS, AND STAFF - BUILDING A DIVERSE, EQUITABLE, AND INCLUSIVE RESIDENTIAL COMMUNITY THAT ENRICHES OUR EXPERIENCES AND EXPANDS OUR WORLDVIEWS - STEWARDING OUR RESOURCES THROUGH INTENTIONAL DAILY AND LONG-TERM SUSTAINABILITY PRACTICES, HONORING OUR LOCATION ON THE ANCESTRAL LAND OF THE LENNI LENAPE PEOPLE. - CREATING OPPORTUNITIES FOR EDUCATION AND GROWTH AMONG FACULTY, STUDENTS, STAFF, AND ALUMNI BY SHARING IN THE MULTITUDE OF TALENTS OF THE COLLEGE COMMUNITY, EXPLORING THE BEAUTY OF OUR NATURAL ENVIRONMENT, AND ACTIVELY ENGAGING IN THE RICH CULTURAL DIVERSITY OF OUR REGION AND OUR WORLD - COMMITTING TO PEACE, EQUITY, AND SOCIAL RESPONSIBILITY, ROOTED IN OUR FOUNDING AS A CO-EDUCATIONAL QUAKER INSTITUTION ---------------- FORM 990, PART VI, LINE 11 AND 11A FORM 990 REVIEW PROCESS THE FORM 990 IS PREPARED INTERNALLY BY SWARTHMORE COLLEGE. IT IS REVIEWED BY THE APPROPRIATE SENIOR MANAGEMENT AND A NATIONALLY RECOGNIZED ACCOUNTING FIRM. BEFORE THE FORM 990 IS FILED, IT IS PROVIDED TO THE AUDIT AND RISK MANAGEMENT COMMITTEE, THE FINANCE COMMITTEE, AND ALL BOARD MEMBERS FOR THEIR REVIEW. --------------------
FORM 990, PART VI, LINE 12CCONFLICT OF INTEREST POLICY SWARTHMORE COLLEGE HAS TWO CONFLICT OF INTEREST POLICIES--ONE FOR ITS BOARD MEMBERS AND ONE FOR EMPLOYEES. EACH YEAR ALL MEMBERS OF THE BOARD RECEIVE A SURVEY REMINDING THEM OF THE POLICY AND REQUESTING DISCLOSURE OF BUSINESS AND CHARITABLE AFFILIATIONS, TRANSACTIONS WITH THE COLLEGE, AND ANY POSSIBLE CONFLICTS. LIKEWISE, ALL SUPERVISORY STAFF OF THE COLLEGE RECIEVES A SURVEY REMINDING THEM OF THE EMPLOYEE CONFLICT OF INTEREST POLICY AND ASKING THEM FOR OTHER BUSINESS AND CHARITABLE AFFILIATIONS, TRANSACTIONS WITH THE COLLEGE, AND ANY POSSIBLE CONFLICTS FOR THEMSELVES OR ANY MEMBER OF THE STAFF REPORTING TO THEM. THE AUDIT AND RISK MANAGEMENT COMMITTEE OF THE BOARD OF MANAGERS RECEIVES A SUMMARY OF ALL RESPONSES AND ADDRESSES POSSIBLE CONFLICTS WHICH ARISE. --------------------
FORM 990, PART VI, LINE 15BPROCESS FOR DETERMINING OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE COMPENSATION THE COMPENSATION COMMITTEE OF THE BOARD OF MANAGERS REVIEWS AND APPROVES THE COMPENSATION FOR COMPENSATED OFFICERS, DIRECTORS, AND KEY EMPLOYEES, INCLUDING THE PRESIDENT. THE COMMITTEE REVIEWS COMPARATIVE DATA OBTAINED FROM AN INDEPENDENT CONSULTANT, CONSULTS WITH THE PRESIDENT REGARDING THE PERFORMANCE OF EACH OFFICER, DIRECTOR AND KEY EMPLOYEE THAT REPORTS TO THE PRESIDENT AND SETS THE COMPENSATION FOR EACH OF THEM. THE COMPENSATION COMMITTEE SEPARATELY REVIEWS THE PERFORMANCE OF THE PRESIDENT AND USES COMPARATIVE DATA TO DETERMINE THE PRESIDENT'S COMPENSATION FOR THE SUBSEQUENT YEAR. THIS PROCESS IS COMPLETED ANNUALLY. --------------------
FORM 990, PART VI, LINE 19AVAILABILITY OF DOCUMENTS TO THE PUBLIC THE COLLEGE MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. THE COLLEGE MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE VIA THE COLLEGE'S WEBSITE. THE COLLEGE MAKES ITS FINANCIAL STATEMENTS AVAILABLE VIA THE COLLEGE'S WEBSITE. --------------------
FORM 990, PART XI, LINE 9DETAIL OF OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN PRESENT VALUE OF LIFE INCOME FUNDS $ 17,000 CHANGE IN OTHER POST RETIREMENT BENEFITS (589,000) ------------ $(572,000) --------------------

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PARRISH LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 COLLEGE AVEAddressLine1Txt
CitySWARTHMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19081ZIPCd
FieldValueIRS element (for citing)
EIN460563007EIN
Primary ActivitiesINN/RESTAURNTPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Total Income$2,295,684TotalIncomeAmt
End Of Year Assets-$1,053,881EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SWARTHMOREBusinessNameLine1Txt

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
HIGHLAND CAPITAL PARTNERS VIII-B LP
ONE BROADWAY 16TH FLOORCAMBRIDGEMA02142980628360INVESTMENTSMASWARTHMOREEXCLUDED FROM TAX$30,169$1,410,491false$0false0.65333
WELLINGTON TRUST COMPANY NA CFT GLOBAL
280 CONGRESS STREETBOSTONMA02210208025804INVESTMENTSMASWARTHMOREEXCLUDED FROM TAX$1,144,816$0false$0false0.99790

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
MARJAY PRODUCTIONS INC
1007 ORANGE STREET SUITE 1410WILMINGTONDE19801131952572LITERARY WORKDENAC CORPORATION$173,222$100,4211.00000Yes (true)
CHARITABLE REMAINDER ANNUITY TRUSTS
CRATs - 3SWARTHMOREPA19081N/APANATRUST
CHARITABLE REMAINDER UNITRUSTS
CRUTs - 31SWARTHMOREPA19081N/APANATRUST
NET INC CHARITABLE REMAINDER UNITRUSTs
NIMCRUTs - 7SWARTHMOREPA19081N/APANATRUST
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Marjay Productions IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeATransactionTypeTxt
Involved$120,000InvolvedAmt
Method Of Amount DeterminationPER ESTATE DOC.MethodOfAmountDeterminationTxt