UNIVERSITY OF SCRANTON: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SCRANTON (EIN 24-0795495)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-02-22
- IRS object ID
- 202230539349300808
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-22T14:20:10-06:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 240795495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SCRANTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5709417411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 LINDEN STREET | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD J STEINMETZ CPA | PersonNm |
| Person Title | SENIOR VP FINANCE & TREASURER | PersonTitleTxt |
| Phone | 5709417411 | PhoneNum |
| Signature | 2022-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | STEINMETZ CPA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH G MARINA SJ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 LINDEN STREET | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $437,261,231 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCRANTON.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1888 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY OF SCRANTON IS A CATHOLIC AND JESUIT UNIVERSITY DEDICATED TO EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 2758 | TotalEmployeeCnt |
| Total Volunteers | 475 | TotalVolunteersCnt |
| Total Gross UBI | $361,986 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,176,269 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,402,542 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $216,938,174 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $221,670,382 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,286,532 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,348,147 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,858,120 | PYOtherRevenueAmt |
| CY Other Revenue | $1,536,334 | CYOtherRevenueAmt |
| PY Total Revenue | $244,259,095 | PYTotalRevenueAmt |
| CY Total Revenue | $252,957,405 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $80,566,414 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $83,365,217 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $107,619,210 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $107,212,322 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $15,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $5,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,923,220 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $56,252,610 | PYOtherExpensesAmt |
| CY Other Expenses | $52,743,602 | CYOtherExpensesAmt |
| PY Total Expenses | $244,453,234 | PYTotalExpensesAmt |
| CY Total Expenses | $243,326,641 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$194,139 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,630,764 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $605,835,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $664,344,561 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $197,146,761 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $195,304,074 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $408,689,004 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $469,040,487 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNIVERSITY OF SCRANTON IS A CATHOLIC AND JESUIT UNIVERSITY. IT IS A COMMUNITY DEDICATED TO THE FREEDOM OF INQUIRY AND PERSONAL DEVELOPMENT FUNDAMENTAL TO GROWTH IN WISDOM AND INTEGRITY OF ALL WHO SHARE ITS LIFE. CONTINUED ON SCHEDULE "O".IT OFFERS DEGREE PROGRAMS AT THE UNDERGRADUATE, GRADUATE, PRE-PROFESSIONAL, AND PROFESSIONAL LEVELS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $146,814,300 | ExpenseAmt |
| Grant | $83,365,217 | GrantAmt |
| Revenue | $188,758,382 | RevenueAmt |
| Desc | HIGHER EDUCATION; STUDENT FINANCIAL AID TOTAL INSTITUTIONAL FINANCIAL AID AWARDS PROCESSED AND DISBURSED BY THE FINANCIAL AID OFFICE AMOUNTED TO $81,482,802 TO RECIPIENTS. ADDITIONALLY, THE FINANCIAL AID OFFICE PROCESSED $48,762,986 OF FINANCIAL AID IN THE FORM OF LOANS TO STUDENTS. DURING THE 2020-2021 ACADEMIC YEAR 3,580 UNDUPLICATED RECIPIENTS RECEIVED SOME FORM OF FINANCIAL AID. LOANS PROVIDED TO STUDENTS AND THEIR PARENTS INCLUDE FEDERAL STAFFORD, PLUS, AND ALTERNATIVE LOANS.CONTINUED ON SCHEDULE O.HIGHER EDUCATION; INSTRUCTION PROVIDES UNDERGRADUATE AND GRADUATE INSTRUCTION TO 3,658 UNDERGRADUATE AND 1,299 GRADUATE STUDENTS. THERE ARE 70 UNDERGRADUATE MAJOR PROGRAMS, 34 GRADUATE (MASTERS) LEVEL PROGRAMS, FOUR DOCTORAL PROGRAMS, AND OVER 100 CONTINUING AND PROFESSIONAL EDUCATION PROGRAMS TAUGHT AT THE UNIVERSITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,259,505 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $32,912,000 | RevenueAmt |
| Desc | HIGHER EDUCATION; AUXILIARY SERVICES: PROVIDES DORMITORY AND FOOD SERVICES TO APPROXIMATELY 2,151 RESIDENT STUDENTS AND FOOD SERVICES TO COMMUTER STUDENTS, FACULTY, STAFF AND ADMINISTRATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,362,655 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HIGHER EDUCATION; STUDENT SERVICES AND ACTIVITIES: EXPENDITURES OR ACTIVITIES WHOSE PURPOSE IS TO CONTRIBUTE TO STUDENTS' EMOTIONAL AND PHYSICAL WELL-BEING AND DEVELOPMENT OUTSIDE THE CLASSROOM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $8,594,053 | $0 | $439,583 | HIGHER EDUCATION; ACADEMIC SUPPORT: INCLUDES EXPENSES APPLICABLE TO AN INTEGRAL PART OF THE UNIVERSITY'S PRIMARY MISSION OF INSTRUCTION, RESEARCH, OR PUBLIC SERVICE THAT ARE NOT CHARGED DIRECTLY TO THESE PROGRAMS. |
| $5,907,022 | $0 | $0 | HIGHER EDUCATION; LIBRARY: EXPENSES INCURRED IN OPERATING AN 80,000 SQ. FT. UNIVERSITY LIBRARY. THE LIBRARY CONTAINS OVER 633,035 VOLUMES, 203,507 FULL-TEXT ONLINE BOOKS, AND A MEDIA COLLECTION HOLING 22,544 NON-PRINT ITEMS AND 9,085 STREAMING MEDIA PROGRAMS FOR STUDENT AND GENERAL PUBLIC STUDY AND RESEARCH. |
| $1,347,276 | $0 | $0 | HIGHER EDUCATION, PUBLIC SERVICE: FUNDS EXPENDED FOR ACTIVITIES ESTABLISHED PRIMARILY TO PROVIDE NON-INSTITUTIONAL SERVICES BENEFICIAL TO INDIVIDUALS AND GROUPS EXTERNAL TO THE UNIVERSITY. THESE EXPENSES DO NOT INCLUDE OVER 175,000 COMMUNITY SERVICE HOURS PROVIDED BY UNIVERSITY STUDENTS. |
| $575,020 | $0 | $471,203 | HIGHER EDUCATION, RESEARCH: INCLUDES THE COST ASSOCIATED WITH GRANTS/AWARDS TO PRODUCE RESEARCH EITHER FUNDED INTERNALLY OR COMMISSIONED BY AN AGENCY EXTERNAL TO THE UNIVERSITY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $16,423,371 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $910,786 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $213,859,831 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 7021 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2758 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADRIAN J MIHALKO CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5709414897 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 LINDEN STREET | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| SCOTT R PILARZ SJ | |||||||||
| BOARD PRESIDENT (UNTIL 2/21) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $19,755 | |||
| JAMES M SLATTERY | |||||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DANIEL K LAHART SJ | |||||||||
| BOARD CO-VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| VINCENT F REILLY ESQ | |||||||||
| BOARD CO-VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LINDA D BARRASSE MD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA A BYRNES CLARKE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACQUELYN DIONNE RN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE DRUCKER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK J DUBAS JR CPA | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW E HAGGERTY ESQ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY R HAVERON CPA | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY J KACANI | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM J KELLEY SJ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEITH F MUCCINO SJ MD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN J O'BRIEN ESQ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LIZ MURPHY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY G SIMONE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT S WEISS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RACHELE MACKIN BROWNING | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHLEEN SPROWS CUMMINGS PHD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN E SANDHERR ESQ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN R MARIOTTI DMD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RYAN MAHER SJ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| COL JAMES F CUMMINGS MD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD MALLOY SJ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN P SWEENEY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICOLE E YOUNG | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY P GINGERICH PHD | |||||||||
| PROVOST, ACTING PRESIDENT AS OF 3/21 | 45.00 | Yes (X) | $297,186 | $0 | $193,528 | ||||
| EDWARD J STEINMETZ CPA | |||||||||
| SVP FINANCE/TREASURER | 45.00 | Yes (X) | $369,376 | $0 | $42,704 | ||||
| ROBERT B FARRELL ESQ | |||||||||
| GENERAL COUNSEL | 45.00 | Yes (X) | $301,590 | $0 | $43,471 | ||||
| THOMAS S MACKINNON | |||||||||
| VP UNIVERSITY ADVANCEMENT | 45.00 | Yes (X) | $244,229 | $0 | $30,726 | ||||
| ROBERT W DAVIS JR EDD | |||||||||
| VP OF STUDENT LIFE | 45.00 | Yes (X) | $205,219 | $0 | $46,811 | ||||
| PATRICIA L TETREAULT | |||||||||
| VP HUMAN RESOURCES | 45.00 | Yes (X) | $177,293 | $0 | $46,031 | ||||
| HERBERT B KELLER SJ | |||||||||
| VP FOR MISSION & MINISTRY | 45.00 | Yes (X) | $0 | $0 | $319 | ||||
| GERALD C ZABOSKI | |||||||||
| VICE PROVOST, EXTERNAL AFF | 45.00 | Yes (X) | $226,225 | $0 | $100,073 | ||||
| SAM BELDONA PHD | |||||||||
| DEAN, KSOM | 45.00 | $264,653 | $0 | $42,080 | Yes (X) | ||||
| ANITRA M MCSHEA | |||||||||
| VICE PROVOST, STUDENT AFFA | 45.00 | $202,276 | $0 | $45,392 | Yes (X) | ||||
| DEBRA A PELLEGRINO EDD | |||||||||
| DEAN, PCPS | 45.00 | $204,195 | $0 | $22,279 | Yes (X) | ||||
| BRIAN P CONNIFF PHD | |||||||||
| DEAN, CAS | 45.00 | $181,355 | $0 | $39,741 | Yes (X) | ||||
| DOUGLAS M BOYLE DBA CPA CMA | |||||||||
| ASSOCIATE PROFESSOR | 40.00 | $482,010 | $0 | $146,262 | Yes (X) | ||||
| JAMES F BOYLE DBA CPA | |||||||||
| ASSISTANT PROFESSOR | 40.00 | $342,580 | $0 | $29,927 | Yes (X) | ||||
| IORDANIS PETSAS PHD | |||||||||
| ASSOCIATE PROFESSOR | 40.00 | $291,638 | $0 | $39,181 | Yes (X) | ||||
| SATYA P CHATTOPADHYAY PH D | |||||||||
| ASSOCIATE PROFESSOR | 40.00 | $275,994 | $0 | $37,606 | Yes (X) | ||||
| STEVEN J SZYDLOWSKI DHA | |||||||||
| PROFESSOR | 40.00 | $262,410 | $0 | $20,557 | Yes (X) | ||||
| MURLI RAJAN PHD CFA | |||||||||
| INTERIM DEAN, KSOM | 45.00 | $203,579 | $0 | $44,547 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,531,808 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $990,990 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 200 | 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 |
|---|---|---|---|---|---|
| ARAMARK | |||||
| C/O UNIVERSITY OF SCRANTON | SCRANTON | PA | 18510 | FOOD SERVICE PROVIDER | $7,408,814 |
| AJ GUZZI GENERAL CONTR INC | |||||
| 9 SKYLINE DRIVE | CLARKS SUMMIT | PA | 18411 | CONSTRUCTION CONTRACTOR | $2,873,888 |
| CONTAMINATION SOURCE IDENTIFICATION LLC | |||||
| 419 14TH ST | HUNTINGDON | PA | 16652 | COVID TESTING | $965,906 |
| HIGH INDUSTRIES INC | |||||
| PO BOX 10726 | LANCASTER | PA | 176050726 | CONSTRUCTION CONTRACTOR | $526,325 |
| C&D WATERPROOFING CORP | |||||
| 300 PAPERMILL ROAD | BLOOMSBURG | PA | 17815 | CONSTRUCTION CONTRACTOR | $500,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $701,679 | FundraisingAmt |
| Government Grants | $7,814,088 | GovernmentGrantsAmt |
| All Other Contributions | $6,886,775 | AllOtherContributionsAmt |
| Noncash Contributions | $530,491 | NoncashContributionsAmt |
| Total Contributions | $15,402,542 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $188,758,382 | $188,758,382 |
| AUXILIARY ENTERPRISES | 721310 | $32,912,000 | $32,912,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $221,670,382 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,465,327 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$19,798 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,485,125 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $64,994 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $37,419 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,575 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,575 | TotalRevenueColumnAmt |
| Exclusion | $27,575 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $193,398,536 | SecuritiesAmt |
| Other | $714,372 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $182,225,045 | SecuritiesAmt |
| Other | $2,005,043 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,173,491 | SecuritiesAmt |
| Other | -$1,290,671 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,882,820 | TotalRevenueColumnAmt |
| Exclusion | $9,882,820 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $15,413 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $701,679 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $36,319 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,906 | TotalRevenueColumnAmt |
| Exclusion | -$20,906 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| EDUCATIONAL SUPPORT SERVICES | 611710 | $910,786 | $910,786 | ||
| EARLY LEARNING CENTER | 624410 | $618,879 | $381,784 | $237,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,529,665 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $252,957,405 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $222,581,168 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $361,986 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,611,709 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,000 | TotalAmt |
| Program Services | $200,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,165,217 | TotalAmt |
| Program Services | $83,165,217 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,476,652 | TotalAmt |
| Program Services | $1,509,818 | ProgramServicesAmt |
| Management And General | $1,693,863 | ManagementAndGeneralAmt |
| Fundraising | $272,971 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,206,840 | TotalAmt |
| Program Services | $65,025,120 | ProgramServicesAmt |
| Management And General | $4,857,745 | ManagementAndGeneralAmt |
| Fundraising | $1,323,975 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,751,105 | TotalAmt |
| Program Services | $4,103,858 | ProgramServicesAmt |
| Management And General | $552,886 | ManagementAndGeneralAmt |
| Fundraising | $94,361 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,992,544 | TotalAmt |
| Program Services | $16,207,688 | ProgramServicesAmt |
| Management And General | $6,470,453 | ManagementAndGeneralAmt |
| Fundraising | $314,403 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,785,181 | TotalAmt |
| Program Services | $4,057,292 | ProgramServicesAmt |
| Management And General | $618,810 | ManagementAndGeneralAmt |
| Fundraising | $109,079 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,355 | TotalAmt |
| Management And General | $169,355 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,822 | TotalAmt |
| Management And General | $353,822 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,826 | TotalAmt |
| Fundraising | $72,826 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,500 | TotalAmt |
| Fundraising | $5,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,358,933 | TotalAmt |
| Management And General | $1,358,933 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,994,488 | TotalAmt |
| Program Services | $869,563 | ProgramServicesAmt |
| Management And General | $2,730,105 | ManagementAndGeneralAmt |
| Fundraising | $394,820 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,271 | TotalAmt |
| Program Services | $160,209 | ProgramServicesAmt |
| Management And General | $603,089 | ManagementAndGeneralAmt |
| Fundraising | $9,973 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,529,839 | TotalAmt |
| Program Services | $1,817,063 | ProgramServicesAmt |
| Management And General | $648,807 | ManagementAndGeneralAmt |
| Fundraising | $63,969 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,941,597 | TotalAmt |
| Program Services | $783,788 | ProgramServicesAmt |
| Management And General | $1,105,231 | ManagementAndGeneralAmt |
| Fundraising | $52,578 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,380,602 | TotalAmt |
| Program Services | $3,242,334 | ProgramServicesAmt |
| Management And General | $138,268 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,988 | TotalAmt |
| Program Services | $248,566 | ProgramServicesAmt |
| Management And General | $6,338 | ManagementAndGeneralAmt |
| Fundraising | $2,084 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,159 | TotalAmt |
| Program Services | $98,186 | ProgramServicesAmt |
| Management And General | $21,971 | ManagementAndGeneralAmt |
| Fundraising | $1,002 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,566,290 | TotalAmt |
| Program Services | $5,531,903 | ProgramServicesAmt |
| Management And General | $34,387 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,966,268 | TotalAmt |
| Program Services | $11,601,476 | ProgramServicesAmt |
| Management And General | $1,313,500 | ManagementAndGeneralAmt |
| Fundraising | $51,292 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,231,474 | TotalAmt |
| Program Services | $882,402 | ProgramServicesAmt |
| Management And General | $337,802 | ManagementAndGeneralAmt |
| Fundraising | $11,270 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT FOOD COSTS | $8,271,862 | $8,271,862 | ||
| REPAIRS AND MAINTENANCE | $3,958,851 | $1,935,002 | $2,012,235 | $11,614 |
| BOOKS AND PUBLICATIONS | $2,371,640 | $2,317,929 | $23,882 | $29,829 |
| OTHER FOOD SERVICE EXP. | $225,922 | $141,582 | $41,814 | $42,526 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,198,415 | TotalAmt |
| Program Services | $1,688,973 | ProgramServicesAmt |
| Management And General | $1,450,294 | ManagementAndGeneralAmt |
| Fundraising | $59,148 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,326,641 | TotalAmt |
| Program Services | $213,859,831 | ProgramServicesAmt |
| Management And General | $26,543,590 | ManagementAndGeneralAmt |
| Fundraising | $2,923,220 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,972,628 | BOYAmt |
| EOY | $15,742,702 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,798,560 | BOYAmt |
| EOY | $4,832,969 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,550,788 | BOYAmt |
| EOY | $7,665,844 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,416 | BOYAmt |
| EOY | $83,479 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,074,099 | BOYAmt |
| EOY | $1,639,121 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,248,439 | BOYAmt |
| EOY | $4,612,005 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $499,206,878 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $227,183,413 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,214,402 | BOYAmt |
| EOY | $272,023,465 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,398,670 | BOYAmt |
| EOY | $213,184,947 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,420,763 | BOYAmt |
| EOY | $140,781,388 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,778,641 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,835,765 | BOYAmt |
| EOY | $664,344,561 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,226,618 | BOYAmt |
| EOY | $31,294,822 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $843,462 | BOYAmt |
| EOY | $742,875 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,705,814 | BOYAmt |
| EOY | $9,951,281 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,375,000 | BOYAmt |
| EOY | $138,765,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,995,867 | BOYAmt |
| EOY | $14,550,096 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,146,761 | BOYAmt |
| EOY | $195,304,074 | 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 | $260,627,487 | BOYAmt |
| EOY | $275,160,587 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,061,517 | BOYAmt |
| EOY | $193,879,900 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,689,004 | BOYAmt |
| EOY | $469,040,487 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,835,765 | BOYAmt |
| EOY | $664,344,561 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,630,764 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $50,371,761 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $348,958 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $72,826 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $72,826 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LINE I - THE UNIVERSITY CONTRACTED WITH A CONSULTING FIRM TO REPRESENT ITS INTERESTS IN LEGISLATIVE AND OTHER GOVERNMENTAL MATTERS AT BOTH THE STATE AND FEDERAL LEVELS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $309,725 | 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 |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | USED REGULARLY FOR TEACHING | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $208,589,164 | BeginningYearBalanceAmt |
| Contributions | $11,173,653 | ContributionsAmt |
| Investment Earnings Or Losses | $64,985,579 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,181,004 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,474,757 | OtherExpendituresAmt |
| Administrative Expenses | $1,358,933 | AdministrativeExpensesAmt |
| End Year Balance | $275,733,702 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $205,532,801 | BeginningYearBalanceAmt |
| Contributions | $3,870,216 | ContributionsAmt |
| Investment Earnings Or Losses | $8,410,376 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,521,153 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,493,141 | OtherExpendituresAmt |
| Administrative Expenses | $1,209,935 | AdministrativeExpensesAmt |
| End Year Balance | $208,589,164 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $198,909,079 | BeginningYearBalanceAmt |
| Contributions | $12,960,401 | ContributionsAmt |
| Investment Earnings Or Losses | $2,373,612 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,277,294 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,374,059 | OtherExpendituresAmt |
| Administrative Expenses | $1,058,938 | AdministrativeExpensesAmt |
| End Year Balance | $205,532,801 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,731,251 | BeginningYearBalanceAmt |
| Contributions | $8,559,152 | ContributionsAmt |
| Investment Earnings Or Losses | $15,992,476 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,243,866 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,100,191 | OtherExpendituresAmt |
| Administrative Expenses | $1,029,743 | AdministrativeExpensesAmt |
| End Year Balance | $198,909,079 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $162,728,402 | BeginningYearBalanceAmt |
| Contributions | $5,242,579 | ContributionsAmt |
| Investment Earnings Or Losses | $22,687,425 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,299,601 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,775,506 | OtherExpendituresAmt |
| Administrative Expenses | $852,048 | AdministrativeExpensesAmt |
| End Year Balance | $182,731,251 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35900 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.31230 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32870 | TermEndowmentBalanceEOYPct |
| 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 | $23,494,845 | OtherCostOrOtherBasisAmt |
| Book Value | $23,494,845 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $392,776,525 | OtherCostOrOtherBasisAmt |
| Depreciation | $169,369,501 | DepreciationAmt |
| Book Value | $223,407,024 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,195,675 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,502,798 | DepreciationAmt |
| Book Value | $6,692,877 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,739,833 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,311,114 | DepreciationAmt |
| Book Value | $18,428,719 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $272,023,465 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (28 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SILCHESTER INTERNATIONAL INVESTORS | $16,693,739 | F |
| MFS INTERNATIONAL GROWTH, LLC | $20,535,050 | F |
| IR&M CORE BOND FUND, LLC | $8,473,273 | F |
| MERCER PIP IV, LP | $5,598,122 | F |
| ABBOTT CAPITAL PRIVATE EQUITY FUND VII, LP | $4,673,486 | F |
| PARK STREET CAPITAL PRIVATE EQUITY FUND XI, LP | $2,982,140 | F |
| APOLLO TOTAL RETURN FUND | $12,141,142 | F |
| HARBOURVEST 2017 GLOBAL FUND, LP | $6,037,043 | F |
| MERCER PIP V, LP | $1,456,453 | F |
| MERCER PIP VI, LP | $410,069 | F |
| HARBOURVEST GLOBAL FEEDER FUND | $1,817,953 | F |
| ATALAN OFFSHORE FUND, LTD. | $2,713,591 | F |
| HG VORA SPECIAL OPPORTUNITIES FUND | $3,153,254 | F |
| THE TUDOR BVI GLOBAL FUND LTD. | $2,557,931 | F |
| TUDOR RIVERBEND CROSSING PARTNERS | $4,184,985 | F |
| AURELIUS CAPITAL INTERNATIONAL II, LTD. | $4,930,452 | F |
| BLOOM TREE OFFSHORE FUND, LTD. | $2,723,849 | F |
| ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD. | $5,044,845 | F |
| BREVAN HOWARD MB MACRO FUND LTD. | $2,416,101 | F |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, LP | $4,695,016 | F |
| PHARO GAIA FUND, LTD. | $2,693,939 | F |
| SILVER POINT CAPITAL OFFSHORE FUND | $4,481,728 | F |
| HARBOR SPRING CAPITAL PARTNERS OFFSHORE | $2,184,152 | F |
| SHELLBACK OFFSHORE FUND LTD. | $3,003,202 | F |
| CANYON VALUE REALIZATIO FUND | $2,727,402 | F |
| MERCER GLOBAL OPPORTUNITIES LTD. | $8,738,392 | F |
| WASHINGTON HARBOUR CAPITAL OFFSHORE FUND LTD. | $1,548,524 | F |
| ARKKAN OPPORTUNITIES FUND LTD. | $2,165,555 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $140,781,388 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENTS | $2,021,462 |
| PREMIUMS ON UNIVERSITY BONDS | $8,545,368 |
| CAPITAL LEASE OBLIGATIONS | $3,983,266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,550,096 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $221,379,923 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $50,371,761 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$81,949,243 | OtherRevenueAmt |
| Revenue Not Reported | -$31,577,482 | RevenueNotReportedAmt |
| Revenue Subtotal | $252,957,405 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $252,957,405 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $161,028,440 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $161,028,440 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $82,298,201 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $82,298,201 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $243,326,641 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE SPECIAL COLLECTIONS DEPARTMENT OF THE WEINBERG MEMORIAL LIBRARY PROVIDES EXHIBITS, PROGRAMMING, AND INSTRUCTION THAT REACH OUT TO BOTH THE UNIVERSITY COMMUNITY AND THE GENERAL PUBLIC. SPECIAL COLLECTIONS CONTAIN HISTORICAL COLLECTIONS AND A RARE BOOK COLLECTION THAT RANGES FROM MEDIEVAL MANUSCRIPTS AND EARLY PRINTED BOOKS THROUGH 20TH CENTURY FIRST EDITION AND FINE PRESS WORK. MUCH OF THE COLLECTION WAS DONATED OR ACQUIRED OVER MANY DECADES. INCLUDED IN THE COLLECTION IS A COMPONENT FOCUSING ON RARE BOOKS PRODUCED BY THE JESUIT COMMUNITY. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT IS USED TO PROVIDE SCHOLARSHIPS TO STUDENTS AND TO OFFSET FACULTY SALARIES AND OTHER OPERATING EXPENSES. |
| PART X, LINE 2: | TAX POSITIONS ARE RECOGNIZED OR REVERSED BY THE UNIVERSITY BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES DEDUCTED FROM GROSS RENT REVENUE 37,419. FUNDRAISING DIRECT EXPENSES DEDUCTED FROM GROSS FUNDRAISING INCOME 36,319. RECLASSIFICATION OF BOND PREMIUM AMORTIZATION AS A CONTRA-EXPENSE 469,796. TUITION AND FEE REVENUE OFFSET BY INSTITUTIONALLY FUNDED STUDENT AID -81,482,802. CHANGE IN VALUE OF SPLIT INTEREST LIABILITY 348,958. INVESTMENT MANAGEMENT FEES -1,358,933. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES DEDUCTED FROM GROSS RENT REVENUE -37,419. FUNDRAISING DIRECT EXPENSES DEDUCTED FROM GROSS FUNDRAISING INCOME -36,319. RECLASSIFICATION OF BOND PREMIUM AMORTIZATION AS A CONTRA-EXPENSE -469,796. TUITION AND FEE REVENUE OFFSET BY INSTITUTIONALLY FUNDED STUDENT AID 81,482,802. INVESTMENT MANAGEMENT FEES 1,358,933. |
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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY'S NOTICE OF NON-DISCRIMINATION IS WIDELY POSTED ON UNIVERSITY WEB PAGES, AT VARIOUS LOCATIONS ON CAMPUS, AND CONTAINED IN ELECTRONIC AND PRINTED PUBLICATIONS FOR GENERAL DISTRIBUTION, APPLICABLE BULLETINS, ANNOUNCEMENTS, PUBLICATIONS, CATALOGS, APPLICATION FORMS, AND RECRUITMENT MATERIALS. THE UNIVERSITY IS GOVERNED BY AN INDEPENDENT BOARD OF TRUSTEES AND WELCOMES PERSONS OF ALL RACES AND RELIGIOUS PERSUASIONS AS MEMBERS OF ITS STUDENT BODY, FACULTY, STAFF, AND ADMINISTRATION. CONTINUED BELOW. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES OPERATING FUNDS DESIGNATED BY BOTH FEDERAL AND STATE GOVERNMENT FUNDING AGENCIES FOR SPECIFIC OPERATING PURPOSES. THE UNIVERSITY ALSO RECEIVES FINANCIAL AID FUNDS FOR ITS STUDENTS FROM BOTH FEDERAL AND STATE FUNDING AGENCIES AND ACTS AS THE CUSTODIAN AND DISBURSING AGENT FOR THESE FUNDS. |
| LINE 3 CONTINUATION: | THE UNIVERSITY IS COMMITTED TO PROVIDING AN EDUCATIONAL, RESIDENTIAL, AND WORKING ENVIRONMENT THAT IS FREE FROM HARASSMENT AND DISCRIMINATION. MEMBERS OF THE UNIVERSITY COMMUNITY, APPLICANTS FOR EMPLOYMENT OR ADMISSIONS, GUESTS AND VISITORS HAVE THE RIGHT TO BE FREE FROM HARASSMENT OR DISCRIMINATION BASED ON RACE, COLOR, RELIGION, ANCESTRY, GENDER, SEX, PREGNANCY, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, AGE, DISABILITY, GENETIC INFORMATION, NATIONAL ORIGIN, VETERAN STATUS, OR ANY OTHER STATUS PROTECTED BY APPLICABLE LAW. SEXUAL HARASSMENT, INCLUDING SEXUAL VIOLENCE, IS A FORM OF SEX DISCRIMINATION PROHIBITED BY TITLE IX OF THE EDUCATION AMENDMENTS OF 1972. THE UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF SEX IN ITS EDUCATIONAL, EXTRACURRICULAR, ATHLETIC, OR OTHER PROGRAMS OR IN THE CONTEXT OF EMPLOYMENT. THE UNIVERSITY VALUES THE BENEFITS OF DIVERSITY. IT IS COMMITTED TO CREATING A COMMUNITY WHICH RECOGNIZES THE INHERENT VALUE AND DIGNITY OF EACH PERSON. AS SUCH, THE UNIVERSITY PROMOTES AND AWARENESS OF AND SENSITIVITY TOWARDS DIFFERENCES OF RACE, GENDER, ETHNICITY, NATIONAL ORIGIN, CULTURE, SEXUAL ORIENTATION, RELIGION, AGE, AND DISABILITIES, AMONG STUDENTS, FACULTY, STAFF AND ADMINISTRATORS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $523,075 | |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | $2,000 | STUDENT SERVICE LEARNING TRIP EXPENSES; STUDENT TRAVEL COURSE |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 4 | PROGRAM SERVICES | $45,758 | STUDENT RECRUITMENT EXPENSES |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 3 | PROGRAM SERVICES | $30,354 | STUDENT RECRUITMENT EXPENSES; FACULTY SALARY FOR REMOTE TEACHING |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | $48,043 | FACULTY SALARY AND BENEFITS FOR REMOTE TEACHING; PAYROLL PROCESSING FEES |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 0 | 3 | PROGRAM SERVICES | $44,597 | STUDENT RECRUITMENT EXPENSES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 10 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Subtotal Spent | $693,827 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $693,827 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART IV: | THE UNIVERSITY DID NOT MEET THE THRESHOLD FILING REQUIREMENTS FOR FORMS 5471 AND 8621. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER | Event1Nm |
| Gross Receipts Event1 | $717,092 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $701,679 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,413 | GrossRevenueEvent1Amt |
| Entertainment Event1 | $2,200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $34,119 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $717,092 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $701,679 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $15,413 | GrossRevenueTotalEventsAmt |
| Entertainment Total Events | $2,200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $34,119 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,319 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$20,906 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF SCRANTON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CITY HALL 340 NORTH WASHINGTON AVE | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 246000704 | RecipientEIN |
| IRC Section | 115 | IRCSectionDesc |
| Cash Grant | $200,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| UNIVERSITY FUNDED GRANTS/ASSISTANCE | 3580 | $81,482,802 | $0 | N/A | N/A |
| CARES ACT EMERGENCY GRANTS | 2849 | $1,682,415 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL UNIVERSITY STUDENTS ARE CONSIDERED FOR GRANTS AND/OR ASSISTANCE. THE UNIVERSITY'S FINANCIAL AID OFFICE EVALUATES EACH STUDENT'S FINANCIAL NEED BASED UPON INFORMATION PROVIDED ON THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). FINANCIAL AID OFFICE MANAGEMENT AWARDS MERIT SCHOLARSHIPS TO STUDENTS WHO QUALIFY BASED UPON DONOR STIPULATIONS AND AWARD FEDERAL, STATE, AND PRIVATE NEED-BASED AWARDS BASED ON FEDERAL OR OTHER GUIDELINES. STUDENTS RECEIVING AWARDS PROVIDE INFORMATION AND PARTICIPATE IN INTERVIEWS TO ENSURE THAT GUIDELINES AND RESIDENCY RULES AND REGULATIONS ARE MET. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS M BOYLE DBA CPA CMA | ||||||||||||||
| ASSOCIATE PROFESSOR | $482,010 | $0 | $0 | $0 | $0 | $0 | $15,875 | $0 | $130,387 | $0 | $628,272 | $0 | $0 | $0 |
| JEFFREY P GINGERICH PHD | ||||||||||||||
| PROVOST, ACTING PRESIDENT AS OF 3/21 | $297,186 | $0 | $0 | $0 | $0 | $0 | $23,896 | $0 | $169,632 | $0 | $490,714 | $0 | $0 | $0 |
| EDWARD J STEINMETZ CPA | ||||||||||||||
| SVP FINANCE/TREASURER | $369,376 | $0 | $0 | $0 | $0 | $0 | $23,896 | $0 | $18,808 | $0 | $412,080 | $0 | $0 | $0 |
| JAMES F BOYLE DBA CPA | ||||||||||||||
| ASSISTANT PROFESSOR | $342,580 | $0 | $0 | $0 | $0 | $0 | $14,312 | $0 | $15,615 | $0 | $372,507 | $0 | $0 | $0 |
| ROBERT B FARRELL ESQ | ||||||||||||||
| GENERAL COUNSEL | $301,590 | $0 | $0 | $0 | $0 | $0 | $20,232 | $0 | $23,239 | $0 | $345,061 | $0 | $0 | $0 |
| IORDANIS PETSAS PHD | ||||||||||||||
| ASSOCIATE PROFESSOR | $291,638 | $0 | $0 | $0 | $0 | $0 | $10,693 | $0 | $28,488 | $0 | $330,819 | $0 | $0 | $0 |
| GERALD C ZABOSKI | ||||||||||||||
| VICE PROVOST, EXTERNAL AFF | $226,225 | $0 | $0 | $0 | $0 | $0 | $18,621 | $0 | $81,452 | $0 | $326,298 | $0 | $0 | $0 |
| SATYA P CHATTOPADHYAY PH D | ||||||||||||||
| ASSOCIATE PROFESSOR | $275,994 | $0 | $0 | $0 | $0 | $0 | $13,943 | $0 | $23,663 | $0 | $313,600 | $0 | $0 | $0 |
| SAM BELDONA PHD | ||||||||||||||
| DEAN, KSOM | $264,653 | $0 | $0 | $0 | $0 | $0 | $10,821 | $0 | $31,259 | $0 | $306,733 | $0 | $0 | $0 |
| STEVEN J SZYDLOWSKI DHA | ||||||||||||||
| PROFESSOR | $262,410 | $0 | $0 | $0 | $0 | $0 | $9,959 | $0 | $10,598 | $0 | $282,967 | $0 | $0 | $0 |
| THOMAS S MACKINNON | ||||||||||||||
| VP UNIVERSITY ADVANCEMENT | $244,229 | $0 | $0 | $0 | $0 | $0 | $20,128 | $0 | $10,598 | $0 | $274,955 | $0 | $0 | $0 |
| ROBERT W DAVIS JR EDD | ||||||||||||||
| VP OF STUDENT LIFE | $205,219 | $0 | $0 | $0 | $0 | $0 | $17,462 | $0 | $29,349 | $0 | $252,030 | $0 | $0 | $0 |
| MURLI RAJAN PHD CFA | ||||||||||||||
| INTERIM DEAN, KSOM | $203,579 | $0 | $0 | $0 | $0 | $0 | $16,114 | $0 | $28,433 | $0 | $248,126 | $0 | $0 | $0 |
| ANITRA M MCSHEA | ||||||||||||||
| VICE PROVOST, STUDENT AFFA | $202,276 | $0 | $0 | $0 | $0 | $0 | $17,213 | $0 | $28,179 | $0 | $247,668 | $0 | $0 | $0 |
| DEBRA A PELLEGRINO EDD | ||||||||||||||
| DEAN, PCPS | $204,195 | $0 | $0 | $0 | $0 | $0 | $17,057 | $0 | $5,222 | $0 | $226,474 | $0 | $0 | $0 |
| PATRICIA L TETREAULT | ||||||||||||||
| VP HUMAN RESOURCES | $177,293 | $0 | $0 | $0 | $0 | $0 | $15,602 | $0 | $30,429 | $0 | $223,324 | $0 | $0 | $0 |
| BRIAN P CONNIFF PHD | ||||||||||||||
| DEAN, CAS | $181,355 | $0 | $0 | $0 | $0 | $0 | $15,668 | $0 | $24,073 | $0 | $221,096 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE UNIVERSITY'S TRAVEL AND EXPENSE POLICY ALLOWS FOR FIRST- AND BUSINESS-CLASS AIR TRAVEL IN CERTAIN CIRCUMSTANCES FOR UNIVERSITY OFFICERS. THE UNIVERSITY PROVIDES ON-CAMPUS HOUSING FOR THE PRESIDENT. THE ESTIMATED VALUE OF THIS HOUSING IS $18,928. THE HOUSING VALUES ARE BASED UPON RESIDENCE HALL RATES CHARGED TO UNIVERSITY STUDENTS. THE HOUSING VALUE IS INCLUDED IN THE PRESIDENT'S COMPENSATION DISCLOSED IN PART VII OF THE FORM 990. THE UNIVERSITY PAYS FOR INITIATION FEES AND MONTHLY DUES FOR A MEMBERSHIP FOR THE PRESIDENT TO THE SCRANTON COUNTRY CLUB. THE UNIVERSITY ALSO PAYS FOR THE ANNUAL MEMBERSHIP FEES FOR THE VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT IN HIS/HER ROLE AT THE FOLLOWING SOCIAL CLUBS: HAMILTON FARM GOLF CLUB OF GLADSTONE, NJ AND GLENMAURA NATIONAL GOLF CLUB OF MOOSIC, PA. THESE MEMBERSHIPS ARE USED BY SENIOR ADMINISTRATORS TO HOST MEETINGS WITH BUSINESS PARTNERS OF THE UNIVERSITY, BOARD OF TRUSTEES MEMBERS, POTENTIAL DONORS, AND FACULTY AND STAFF. MEMBERSHIP IN THESE CLUBS ALLOWS FOR RECIPROCAL USE OF OTHER RELATED VENUES WITHIN THE UNITED STATES. THESE RECIPROCAL AGREEMENTS ALLOW SENIOR ADMINISTRATION TO HOST QUALITY BUSINESS AND FUNDRAISING EVENTS OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA. THE UNIVERSITY ALSO PAYS FOR PERSONAL ASSISTANT SERVICES FOR THE PRESIDENT. |
| PART I, LINE 3 | THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS APPROPRIATE ANALYSES AND STUDIES PREPARED BY THE HUMAN RESOURCES OFFICE OR EXTERNAL SOURCES TO AID IN EVALUATING COMPENSATION AND BENEFITS AND STRATEGIES TO ATTRACT AND RETAIN QUALIFIED PERSONNEL FOR SENIOR EXECUTIVE ADMINISTRATIVE POSITIONS. THE COMMITTEE ANNUALLY REVIEWS AND APPROVES COMPENSATION AND BENEFITS FOR SENIOR ADMINISTRATORS AND OFFICERS OF THE UNIVERSITY. THIS REVIEW INCLUDES COMPARABLE MARKET DATA FOR POSITIONS AT OTHER HIGHER EDUCATION INSTITUTIONS. THE COMMITTEE REPORTS TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES THE TOTAL COMPENSATION PAID TO THE UNIVERSITY'S PRESIDENT AND VICE PRESIDENTS. THE COMMITTEE REVIEWS THE RECOMMENDATIONS OF, AND ADVISES, THE PRESIDENT AS TO THE INDIVIDUAL EMPLOYMENT CONTRACTS THAT ARE ABOVE AND BEYOND THE SCOPE OF THE UNIVERSITY'S BASE COMPENSATION AND BENEFITS STRUCTURE. |
| PART I, LINE 4A | THE UNIVERSITY'S VICE PROVOST FOR STUDENT FORMATION & CAMPUS LIFE, ANITRA MCSHEA, WAS PAID $69,847 UNDER A SEPARATION AGREEMENT FOR THE PERIOD AUGUST 11, 2020 THROUGH DECEMBER 31, 2020. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| NE PA HOSPITAL & EDUCATION AUTHORITY | ||||||||
| A | 237394107 | 2014-09-11 | $20,000,000 | SEE PART VI | 0 | 0 | 0 | |
| CITY OF WILKES-BARRE FINANCING AUTHORITY | ||||||||
| B | 205684698 | 2015-08-04 | $39,134,183 | SEE PART VI | 0 | 0 | 0 | 968254BT8 |
| SCR-LACKAWANNA HEALTHWELFARE AUTHORITY | ||||||||
| C | 232205980 | 2016-07-07 | $29,240,908 | SEE PART VI | 0 | 0 | 0 | 810694K73 |
| LACKAWANNA CNTY INDUSTRIAL DEV AUTHORITY | ||||||||
| D | 232058328 | 2017-11-01 | $70,539,319 | SEE PART VI | 0 | 0 | 0 | 505493AY2 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,180,000 | $20,000,000 | $101,773 | $19,898,227 | 2015 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $3,015,000 | $39,134,183 | $288,533 | 2015 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $38,845,650 | |
| C | $29,240,908 | $308,557 | 2016 | 0 | Yes (1) | Yes (1) | Yes (1) | $28,932,351 | ||
| D | $400,000 | $70,539,319 | $478,216 | 2017 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $70,061,103 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CITY OF WILKES-BARRE FINANCING AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 01/06/2020 ISSUER NAME: SCR-LACKAWANNA HEALTH/WELFARE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/06/2020 |
| SCHEDULE K, PART I, BOND ISSUES: | BOND ISSUE A: (A) ISSUER NAME: NE PA HOSPITAL & EDUCATION AUTHORITY (F) DESCRIPTION OF PURPOSE: PARTIAL FINANCING FOR CONSTRUCTION OF A NEW REHABILITATION EDUCATION CENTER BOND ISSUE B: (A) ISSUER NAME: CITY OF WILKES-BARRE FINANCING AUTHORITY (F) DESCRIPTION OF PURPOSE: REFUNDING OF 2006 BONDS, WHICH WERE ISSUED 03/02/06 BOND ISSUE C: (A) ISSUER NAME: SCR-LACKAWANNA HEALTH/WELFARE AUTHORITY (F) DESCRIPTION OF PURPOSE: REFUNDING OF SERIES 2007 BONDS, WHICH WERE ISSUED 10/12/07 BOND ISSUE D: (A) ISSUER NAME: LACKAWANNA CNTY INDUSTRIAL DEVELOPMENT AUTHORITY (F) DESCRIPTION OF PURPOSE: PARTIAL REFUNDING OF SERIES 2010 BONDS, WHICH WERE ISSUED 09/09/10, AND REFUNDING SERIES 2002 K1 BONDS, WHICH WERE ISSUED 12/16/02. |
| SCHEDULE K, PART III, LINE 9: | THE UNIVERSITY HAS PROCEDURES IN PLACE BUT NO WRITTEN POLICY TO ENSURE COMPLIANCE WITH THESE REQUIREMENTS. THE UNIVERSITY IS WORKING TO FINALIZE A FORMAL WRITTEN POLICY. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT B FARRELL ESQ | PersonNm |
| Relationship With Org | SEE PART V | RelationshipWithOrgTxt |
| Loan Purpose | SEE PART V | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $157,416 | OriginalPrincipalAmt |
| Balance Due | $83,479 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $83,479 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: ROBERT B. FARRELL, ESQ.(B) RELATIONSHIP WITH ORGANIZATION: GENERAL COUNSEL(C) PURPOSE OF LOAN: EDUCATIONAL ASSISTANCE | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $530,491 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MID-POINT TRADING PRICE | 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 | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF DONORS. |
| PART I, LINE 32B: | THE UNIVERSITY OF SCRANTON UTILITIZES OUR PRIMARY BANKING PARTNER, PNC BANK, TO SELL ALL STOCK GIFTS AT MARKET VALUE AS THEY ARE RECEIVED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE PRESIDENT OF THE UNIVERSITY, REV. SCOTT R. PILARZ, S.J., AND THE VICE PRESIDENT FOR MISSION AND MINISTRY, REV. HERBERT B. KELLER, S.J., ARE MEMBERS OF THE SCRANTON JESUIT COMMUNITY AND THE USA EAST PROVINCE OF THE SOCIETY OF JESUS. OTHER CLERGY THAT ARE MEMBERS OF THE BOARD OF TRUSTEES MAY ALSO BE MEMBERS OF THE USA EAST PROVINCE OF THE SOCIETY OF JESUS. THE UNIVERSITY'S NEW PRESIDENT (AS OF JUNE 2021) JOSEPH G. MARINA, S.J. IS ALSO A MEMBER OF THE SCRANTON JESUIT COMMUNITY AND THE USA EAST PROVINCE OF THE SOCIETY OF JESUS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED IN-HOUSE BASED UPON THE AMOUNTS REPORTED IN THE AUDITED FINANCIAL STATEMENTS. THE DRAFT FORM 990 IS COMPLETED BY TREASURER'S OFFICE PERSONNEL AND IS REVIEWED BY INDEPENDENT TAX ADVISORS AND BY THE UNIVERSITY'S SENIOR VICE PRESIDENT (SVP) FOR FINANCE AND ADMINISTRATION BEFORE BEING SENT TO THE AUDIT COMMITTEE FOR REVIEW. THE AUDIT COMMITTEE HAS APPROXIMATELY A ONE-WEEK PERIOD PRIOR TO THE REGULARLY SCHEDULED BOARD MEETING TO COMMENT ON THE DRAFT AND APPROPRIATE REVISIONS ARE MADE BASED UPON THOSE COMMENTS. THE REVISED DRAFT IS THEN MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES ON A SECURE UNIVERSITY WEBSITE. AT THE REGULAR BOARD MEETING THE BOARD FORMALLY ADOPTS THE FORM 990 AS FINAL AND AUTHORIZES THE UNIVERSITY'S SVP FOR FINANCE AND ADMINISTRATION TO FILE THE FORM 990 WITH THE IRS. AN IDENTICAL AND SIMULTANEOUS PROCESS IS FOLLOWED TO FILE THE UNIVERSITY'S ANNUAL FORM 990-T. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY'S SECRETARY TO THE BOARD OF TRUSTEES EXPLAINS AND COLLECTS COMPLETED CONFLICT OF INTEREST STATEMENTS. THE STATEMENTS ARE DISSEMINATED TO MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, THOSE INVOLVED IN MANAGING FACILITIES AND PROCUREMENT, AND INDIVIDUALS MANAGING GRANT-FUNDED PROJECTS. THESE STATEMENTS ARE REVIEWED BY THE SECRETARY. THE SECRETARY ATTENDS ALL BOARD MEETINGS WHERE ACTIONS ARE VOTED UPON TO ENSURE THAT INDIVIDUALS WITH POTENTIAL OR ACTUAL CONFLICTS REFRAIN FROM 1) PARTICIPATING IN DISCUSSION, 2) BEING PRESENT DURING A VOTE, OR 3) VOTING UPON THE MATTER INVOLVING THE POTENTIAL OR ACTUAL CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS APPROPRIATE ANALYSES AND STUDIES PREPARED BY THE HUMAN RESOURCES OFFICE OR EXTERNAL SOURCES TO AID IN EVALUATING COMPENSATION AND BENEFITS AND STRATEGIES TO ASSURE THEY ARE APPROPRIATE TO ATTRACT AND RETAIN QUALIFIED PERSONNEL FOR SENIOR EXECUTIVE ADMINISTRATIVE POSITIONS. THE COMMITTEE ANNUALLY REVIEWS AND APPROVES COMPENSATION AND BENEFITS FOR SENIOR ADMINISTRATORS AND OFFICERS OF THE UNIVERSITY. THIS REVIEW INCLUDES COMPARABLE MARKET DATA FOR POSITIONS AT OTHER HIGHER EDUCATION INSTITUTIONS. THE COMMITTEE REPORTS TO THE EXECUTIVE COMMITTEE THE TOTAL COMPENSATION PAID THE UNIVERSITY'S PRESIDENT AND VICE PRESIDENTS. THE COMMITTEE REVIEWS THE RECOMMENDATIONS OF, AND ADVISES THE PRESIDENT AS TO INDIVIDUAL CONTRACTS THAT ARE ABOVE AND BEYOND THE SCOPE OF THE UNIVERSITY'S BASE COMPENSATION AND BENEFITS STRUCTURE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. MUCH OF THIS INFORMATION IS ALSO AVAILABLE IN THE UNIVERSITY'S ANNUAL INFORMATION RETURN ON FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE. THE FORM 990 AND THE OTHER DOCUMENTS NOTED ABOVE ARE AVAILABLE TO THE PUBLIC AT THE UNIVERSITY'S TREASURER'S OFFICE. THE FORM 990 IS ALSO AVAILABLE TO THE PUBLIC ONLINE AT "WWW.GUIDESTAR.ORG." |
| FORM 990, PART VI, SECTION B, LINES 16A AND 16B: | THE UNIVERSITY MONITORS ITS RELATIONSHIPS WITH WITH FOR-PROFIT VENDORS TO ENSURE ITS TAX-EXEMPT STATUS IS NOT COMPROMISED AND IS IN THE PROCESS OF DEVELOPING A FORMAL WRITTEN POLICY TO DOCUMENT THESE PROCEDURES. THE UNIVERSITY HAS ENTERED INTO JOINT VENTURE ARRANGEMENTS WITH TWO PRIVATE ON-LINE EDUCATION PARTNERS TO PROVIDE TECHNICAL, RECRUITMENT, AND MARKETING SUPPORT FOR ITS ONLINE MBA AND ONLINE GRADUATE EDUCATION DEGREE PROGRAMS. THE UNIVERSITY EVALUATES ALL POTENTIAL JOINT VENTURES TO DETERMINE WHETHER THE ACTIVITIES WILL GENERATE UNRELATED BUSINESS INCOME. THE TREASURER'S OFFICE IS INVOLVED IN DISCUSSIONS WITH POTENTIAL BUSINESS PARTNERS AND ADVISES AS TO WHETHER OR NOT JOINT VENTURE RELATIONSHIPS COULD BE DETRIMENTAL TO THE UNIVERSITY'S TAX-EXEMPT STATUS. THE CURRENT JOINT VENTURES WITH ONLINE EDUCATION PROVIDERS CONSTITUTE ACTIVITIES CENTRAL TO THE UNIVERSITY'S MISSION. |
| FORM 990, PART VII, SECTION A: | THE UNIVERSITY'S PRESIDENT AND VICE PRESIDENT FOR MISSION & MINISTRY ARE MEMBERS OF THE SOCIETY OF JESUS. MEMBERS OF THE SOCIETY OF JESUS TAKE A VOW OF POVERTY. COMPENSATION FOR THIS UNIVERSITY OFFICER POSITION IS PAID DIRECTLY TO THE RELIGIOUS ORDER WHICH IS EXEMPT UNDER SECTION 501(C)(3). UNDER REV. RUL. 77-290, MEMBERS OF A RELIGIOUS ORDER PROVIDING SERVICES TO A CATHOLIC ORGANIZATION WILL BE CONSIDERED FOR TAX PURPOSES TO BE AN AGENT OF THE ORDER PROVIDED: 1) THE RELIGIOUS IS SUBJECT TO A VOW OF POVERTY, 2) THE RELIGIOUS IS PROVIDING SERVICES FOR A CATHOLIC ORGANIZATION LISTED IN THE OFFICIAL CATHOLIC DIRECTORY AT THE DIRECTION OF HIS SUPERIOR AND 3) THE FULL AMOUNT OF COMPENSATION IS REMITTED TO THE TAX EXEMPT ORDER BY THE ORGANIZATION. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST LIABILITY 348,958. |