LA ROCHE UNIVERSITY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LA ROCHE UNIVERSITY (EIN 25-1125048)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-02-16
- IRS object ID
- 202230479349301608
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-16T16:04:20-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251125048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA ROCHE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LARO | BusinessNameControlTxt |
| Phone | 4123679300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 BABCOCK BOULEVARD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152375808 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M LIPPIELLO | PersonNm |
| Person Title | VP FINANCE/CFO | PersonTitleTxt |
| Phone | 4123679300 | PhoneNum |
| Signature | 2022-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | LIPPIELLO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN R LENART EA | PreparerPersonNm |
| PTIN | P00289136 | PTIN |
| Phone | 4126976400 | PhoneNum |
| Preparation | 2022-02-01 | PreparationDt |
| 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 | SISTER CANDACE INTROCASO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 BABCOCK BOULEVARD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152375808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,528,780 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAROCHE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | A CATHOLIC, LIBERAL ARTS BASED INSTITUTION OF HIGHER LEARNING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 636 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,409,281 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,789,247 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,855,253 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,421,806 | CYProgramServiceRevenueAmt |
| PY Investment Income | $185,295 | PYInvestmentIncomeAmt |
| CY Investment Income | $184,054 | CYInvestmentIncomeAmt |
| PY Other Revenue | $934,091 | PYOtherRevenueAmt |
| CY Other Revenue | $4,135,265 | CYOtherRevenueAmt |
| PY Total Revenue | $44,383,920 | PYTotalRevenueAmt |
| CY Total Revenue | $46,530,372 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,174,023 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,879,379 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,894,757 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,614,391 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $36,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $410,864 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,394,277 | PYOtherExpensesAmt |
| CY Other Expenses | $13,496,885 | CYOtherExpensesAmt |
| PY Total Expenses | $44,499,057 | PYTotalExpensesAmt |
| CY Total Expenses | $42,990,655 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$115,137 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,539,717 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,280,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,277,168 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,938,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,073,890 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,341,942 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,203,278 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LA ROCHE UNIVERSITY, A CATHOLIC INSTITUTION OF HIGHER LEARNING, FOUNDED AND SPONSORED BY THE CONGREGATION OF THE SISTERS OF DIVINE PROVIDENCE, FOSTERS GLOBAL CITIZENSHIP AND CREATES A COMMUNITY OF SCHOLARS FROM THE REGION, THE NATION AND AROUND THE WORLD. THE UNIVERSITY INTEGRATES LIBERAL ARTS AND PROFESSIONAL EDUCATION IN CREATIVE WAYS, EMPOWERING ALL MEMBERS OF OUR COMMUNITY TO BECOME LIFELONG LEARNERS, ACHIEVE SUCCESS IN THEIR CHOSEN CAREERS AND PROMOTE JUSTICE AND PEACE IN A CONSTANTLY CHANGING GLOBAL SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $35,751,112 | ExpenseAmt |
| Grant | $13,879,379 | GrantAmt |
| Revenue | $38,421,806 | RevenueAmt |
| Desc | LA ROCHE HONORS THE TRADITIONS AND VALUES OF THE CHARISM OF THE SISTERS OF DIVINE PROVIDENCE BY CONTINUALLY STRIVING TO BE THE "BEST FOR THE WORLD AND BRING LIGHT TO EVERY SITUATION WE ENCOUNTER. LA ROCHE SEEKS TO MAKE EDUCATION TRULY ACCESSIBLE TO STUDENTS FROM ALL OVER THE WORLD AND PREPARE ALL STUDENTS TO BE SOCIALLY RESPONSIBLE GLOBAL CITIZENS. THROUGH UNMATCHED CURRICULAR AND CO-CURRICULAR OPPORTUNITIES, LA ROCHE INTENDS TO BE THE STUDENT-CENTERED HIGHER EDUCATION INSTITUTION OF CHOICE IN THE PITTSBURGH REGION. STUDENTS WILL RECEIVE A STRONG LIBERAL ARTS EDUCATION GROUNDED IN THE CATHOLIC TRADITION, WHILE ALSO DEVELOPING CAREER READY SKILLSETS THROUGH A MYRIAD OF APPLIED-LEARNING OPPORTUNITIES. LA ROCHE WILL BECOME PITTSBURGH'S NEWEST UNIVERSITY, ONE THAT OFFERS ITS STUDENTS TRANSFORMATIVE EXPERIENCES WITHIN A SAFE, CARING, AND INCLUSIVE COMMUNITY. QUALITY EDUCATION:LA ROCHE UNIVERSITY OFFERS ITS STUDENTS A HIGH VALUE EDUCATION WHICH BALANCES THE REALITY OF CAREER PREPARATION WITH THE ESSENTIALS OF A CLASSICAL LIBERAL ARTS CURRICULUM. THE CURRICULUM IS CHARACTERIZED BY A STRONG GLOBAL PERSPECTIVE, INTERDISCIPLINARY COURSES, AND SIGNATURE UNDERGRADUATE AND GRADUATE PROFESSIONAL PROGRAMS. THE FACULTY IS DIVERSE AND POSSESSES BOTH ACADEMIC AND PROFESSIONAL CREDENTIALS. IN KEEPING WITH THE GLOBAL COMPASS OF ITS MISSION, THE UNIVERSITY RECRUITS STUDENTS FROM BOTH ITS TRADITIONAL HOME BASE IN WESTERN PENNSYLVANIA, NUMEROUS OTHER STATES, AND MANY FOREIGN COUNTRIES. THE UNIVERSITY STRIVES TO ENROLL ACADEMICALLY SUPERIOR STUDENTS OF DIVERSE RELIGIOUS, ETHNIC, RACIAL, AND SOCIOECONOMIC BACKGROUNDS AND ENSURES THAT STUDENTS WITH LESSER PREPARATION ARE FURNISHED THE ASSISTANCE THEY NEED TO ENABLE THEM TO ACHIEVE ACADEMIC AND CAREER SUCCESS.LA ROCHE UNIVERSITY HAS AN ACADEMIC CULTURE THAT EMPHASIZES OUTCOMES BASED ASSESSMENT OF STUDENT ACHIEVEMENT. THE MORAL COMPONENT OF EDUCATION IS EMPHASIZED AND AN UNDERSTANDING OF THE CATHOLIC TRADITION AND OTHER RELIGIOUS TRADITIONS IS AVAILABLE TO THOSE STUDENTS WHO WISH TO EXPLORE THEIR FAITH IN AN ACADEMIC ENVIRONMENT.MISSION AND IDENTITY:LA ROCHE OFFERS HIGH-QUALITY EDUCATIONAL OPPORTUNITIES THAT REFLECT ITS CATHOLIC HERITAGE AND THE MISSION OF ITS FOUNDING AND SPONSORING CONGREGATION, THE CONGREGATION OF DIVINE PROVIDENCE, TO "CO-CREATE A WORLD OF COMPASSION, JUSTICE AND PEACE". THAT COMMITMENT TO PEACE AND JUSTICE PERMEATES ALL ASPECTS OF THE UNIVERSITY - SPIRITUAL, ACADEMIC, SOCIAL, INTERCULTURAL, AND COMMUNITY SERVICE. THAT COMMITMENT IS REFLECTED IN THE UNIVERSITY'S GLOBAL FOCUS, WHICH PROVIDES THE ENTIRE LA ROCHE COMMUNITY WITH THE OPPORTUNITY TO REACH ACROSS THE POLITICAL, CULTURAL, AND ECONOMIC DIVIDES AND WORK TOWARD BECOMING A TRUE GLOBAL COMMUNITY. STUDENT SUCCESS:THE SUCCESS OF OUR STUDENTS IS OF PARAMOUNT IMPORTANCE IN ALL THAT WE DO AT THE UNIVERSITY. WE ARE COMMITTED TO PROVIDING A LEARNING ENVIRONMENT WHICH IS CONDUCIVE TO ACADEMIC ACHIEVEMENT, ENHANCED BY AN OVERALL CAMPUS ENVIRONMENT THAT CONTRIBUTES TO THE MENTAL, PHYSICAL, SPIRITUAL AND EMOTIONAL DEVELOPMENT OF OUR STUDENTS. ALL THIS IS ACCOMPLISHED NOT ONLY THROUGH THE PROVISION OF APPROPRIATE RESOURCES, BUT ALSO THROUGH THE EXAMPLE AND CARING INTERACTION OF THE FACULTY, STAFF AND ADMINISTRATION, BOTH INSIDE AND OUTSIDE OF THE CLASSROOM.THE UNIVERSITY'S MISSION EMBODIES THE KEY ELEMENTS OF STUDENT SUCCESS. ONE IS THE ABILITY OF STUDENTS TO BECOME ACCOMPLISHED PRACTITIONERS IN THEIR CHOSEN FIELDS WHO ARE IMBUED WITH A LIFELONG THIRST FOR KNOWLEDGE. ANOTHER IS THE ABILITY FOR STUDENTS TO TRULY VIEW THEMSELVES AS CITIZENS OF A GLOBAL SOCIETY. FINALLY, STUDENT SUCCESS IS SEEN IN THE WOMEN AND MEN OF ALL AGES, FAITHS, NATIONALITIES AND BACKGROUNDS WHO, AFTER THEIR TIME AT THE UNIVERSITY, GO FORTH INTO THE WORLD SUFFUSED WITH A DESIRE TO PROMOTE PEACE AND JUSTICE WHEREVER THEY GO, AND WHO, IN SO DOING, CONTINUE TO DEMONSTRATE THAT LA ROCHE UNIVERSITY IS PREPARING STUDENTS WHO TRULY ARE THE BEST FOR THE WORLD.STEWARDSHIP OF RESOURCES:ADEQUATE RESOURCES ARE VITAL TO THE SUCCESS OF LA ROCHE UNIVERSITY. WE ARE COMMITTED TO UTILIZATION OF AVAILABLE RESOURCES IN A MANNER THAT ACHIEVES MAXIMUM EFFECTIVENESS FOR THE UNIVERSITY, ENSURING THE WISE AND EFFICIENT USE OF OUR RESOURCES WHILE RESPECTING THE LARGER ENVIRONMENT THROUGH SUSTAINABILITY.LA ROCHE'S INITIATIVES CLUSTER UNDER FOUR STRATEGIC THEMES DEFINED AS FOLLOWS:- ACADEMIC QUALITY AND DISTINCTION - LA ROCHE WILL BE A GROWING INSTITUTION OF DISTINCTION. WE WILL BE KNOWN FOR OUR ACADEMIC PROGRAMS, OUR FAR-REACHING INFLUENCES, THE QUALITY OF OUR FACULTY, AND THE ACADEMIC DEVELOPMENT OF OUR STUDENTS. THE GROWTH AND DEVELOPMENT OF THE FACULTY AND THE NEW PROGRAMS LA ROCHE DEVELOPS TO EDUCATE WELL-ROUNDED AND WORKFORCE-READY STUDENTS WILL WORK TO ENHANCE AND BROADEN OUR REPUTATION. - GLOBAL IDENTITY - BUILDING ON THE WORK ALREADY BEGUN, LA ROCHE UNIVERSITY WILL BE KNOWN FOR THE IMPACT IT HAS ON THE WORLD. STUDENTS AND FACULTY WILL HAVE AN UNMATCHED OPPORTUNITY FOR MULTICULTURAL EXPERIENCES BOTH ON CAMPUS AND ABROAD. OUR GRADUATES WILL ENTER THE WORLD WITH AN APPRECIATION OF JUSTICE, PEACE, AND GLOBAL CITIZENSHIP FOUNDATIONAL VALUES OF THE DIVINE PROVIDENCE CHARISM. - TRANSFORMATIVE EXPERIENCES - LA ROCHE UNIVERSITY WILL BE A COMMUNITY THAT TRANSFORMS STUDENTS AND PREPARES THEM FOR LIFE AFTER UNIVERSITY. STUDENTS OF ALL BACKGROUNDS WILL EXPERIENCE A WELCOMING ENVIRONMENT CONSISTENT WITH OUR FOUNDATIONAL VALUES. STUDENTS WILL BE ENCOURAGED, ENRICHED, AND ENGAGED IN AND OUT OF THE CLASSROOM. GRADUATION RATES AND RETENTION RATES WILL INCREASE AND STUDENTS WILL LEAVE LA ROCHE AS TRANSFORMED INDIVIDUALS AND AS COMMITTED ALUMNI.- STRATEGIC AND MANAGED GROWTH - LA ROCHE UNIVERSITY WILL BE A LARGER CAMPUS SERVING DIVERSE STUDENTS AND THE WORLD. UTILIZING TECHNOLOGY AND RECOGNIZING CHANGING DEMOGRAPHICS OF UNIVERSITY LEARNERS WILL BE CRITICAL TO ENSURING THE GROWTH OF THE UNIVERSITY. RESOURCES FOR THE UNIVERSITY WILL BE ENHANCED THROUGH ENROLLMENT GROWTH, FUNDRAISING, AND THE DEVELOPMENT OF FACILITIES. | Desc |
| Total Program Service Expenses | $35,751,112 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2360 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 636 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M LIPPIELLO VP FINANCECFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4125361047 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 BABCOCK BOULEVARD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152375808 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BRADLEY J FRANC ESQ | ||||||||
| CHAIR | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERNESTINE HARRIS | ||||||||
| VICE-CHAIR | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAREN WILLOUGHBY | ||||||||
| SECRETARY | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SISTER CANDACE INTROCASO CDP PHD | ||||||||
| PRESIDENT | 40.00 | 1.00 | Yes (X) | Yes (X) | $226,754 | $0 | $44,268 | |
| GODFREY BIRAVANGA CPA MBA | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMR M ELRIFAI MD MPH | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIONE L GRASWICK | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM F GRUBER | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER JOAN MARIE HARPER CDP | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN E HOOLAHAN | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J HOWARD | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL D KENITZ | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSE MARIE MANLEY CTP | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER MARY MICHAEL MCCULLA CDP | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL A MLINAC | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN EDWARD NAPOLITANO | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER LISA PAFFRATH CDP | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB ROBINSON PHD | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY K SIMAKAS CIMA | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG A TILLOTSON | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS D VARISCHETTI ESQ | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ELIZABETH ALBAUGH | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYLE D ALBAUGH | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MALESIA DUNN | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RALPH A FALBO JR | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES C GALLAGHER | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA B PICCIRILLI MD | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY F ROCCO | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK A ZDURIENCIK | ||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN A JOLLEY | ||||||||
| TRUSTEE (UNTIL 02/2021) | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER INESITA VELEZ NEGRON CDP | ||||||||
| TRUSTEE (UNTIL 02/2021) | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD J ISHIYAMA PHD | ||||||||
| PROVOST, SR VP ACAD AFFAIR | 40.00 | 1.00 | Yes (X) | $159,033 | $0 | $6,298 | ||
| STEPHEN M LIPPIELLO | ||||||||
| VP FOR FIN/ADMIN, CFO | 40.00 | 1.00 | Yes (X) | $155,769 | $0 | $457 | ||
| JAMES E WEISGERBER PHD | ||||||||
| VP ENROLLMENT MANAGEMENT | 40.00 | 1.00 | Yes (X) | $127,976 | $0 | $13,972 | ||
| COLLEEN C RUEFLE | ||||||||
| VP STUDENT LIFE/DEAN | 40.00 | 1.00 | Yes (X) | $129,450 | $0 | $5,156 | ||
| SHEILA K MUELLER | ||||||||
| PROFESSOR | 40.00 | $128,960 | $0 | $8,977 | Yes (X) | |||
| ROSEMARY D MCCARTHY | ||||||||
| PROFESSOR | 40.00 | $116,063 | $0 | $3,943 | Yes (X) | |||
| THOMAS G SCHAEFER | ||||||||
| ASSOCIATE VP ACADEMIC AFFAIRS | 40.00 | $101,090 | $0 | $8,651 | Yes (X) | |||
| JEAN C FORTI | ||||||||
| PROFESSOR | 40.00 | $101,074 | $0 | $7,992 | Yes (X) | |||
| LYNN K ARCHER | ||||||||
| PROFESSOR | 40.00 | $100,202 | $0 | $8,113 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,346,371 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $107,827 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SYNERGIS EDUCATION | |||||
| 1201 S ALMA SCHOOL ROAD | MESA | AZ | 85210 | RECRUITING | $1,248,910 |
| SAGE DINING SERVICES INC | |||||
| 1402 YORK RD STE 100 | LUTHERVILLE | MD | 21093 | FOOD AND DINING | $793,809 |
| TOM BROWN PERFORMANCE FLOORS | |||||
| 224 GEORGETOWN ROAD | LAWRENCE | PA | 15055 | FLOORING INSTALLATION | $235,400 |
| JENZABER | |||||
| PO BOX 55018 | BOSTON | MA | 02205 | SOFTWARE | $193,780 |
| IHEARTMEDIA | |||||
| PO BOX 419499 | BOSTON | MA | 02241 | ADVERTISING | $175,429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,716,505 | GovernmentGrantsAmt |
| All Other Contributions | $1,072,742 | AllOtherContributionsAmt |
| Noncash Contributions | $29,520 | NoncashContributionsAmt |
| Total Contributions | $3,789,247 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $33,816,164 | $33,816,164 |
| RESIDENCE HALL REVENUE | 611600 | $4,555,483 | $4,555,483 |
| DINING SERVICE REVENUE | 611600 | $28,035 | $28,035 |
| BOOKSTORE REVENUE | 611600 | $16,588 | $16,588 |
| OTHER AUXILIARY SERVICE | 611600 | $5,536 | $5,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,421,806 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $150,746 | TotalRevenueColumnAmt |
| Exclusion | $150,746 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $475,760 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $475,760 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $475,760 | TotalRevenueColumnAmt |
| Exclusion | $475,760 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,011,716 | SecuritiesAmt |
| Other | $20,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,998,408 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,308 | SecuritiesAmt |
| Other | $20,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,308 | TotalRevenueColumnAmt |
| Exclusion | $33,308 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PPP LOAN FORGIVENESS | 900099 | $3,016,635 | $3,016,635 |
| CDP SERVICES | 900099 | $216,096 | $216,096 |
| CONFERENCES | 900099 | $54,854 | $54,854 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $371,920 | TotalRevenueColumnAmt |
| Exclusion | $371,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,659,505 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,530,372 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,421,806 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,319,319 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,879,379 | TotalAmt |
| Program Services | $13,879,379 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,820 | TotalAmt |
| Management And General | $819,820 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,142,410 | TotalAmt |
| Program Services | $10,000,393 | ProgramServicesAmt |
| Management And General | $1,819,348 | ManagementAndGeneralAmt |
| Fundraising | $322,669 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,739,826 | TotalAmt |
| Program Services | $1,064,678 | ProgramServicesAmt |
| Management And General | $653,648 | ManagementAndGeneralAmt |
| Fundraising | $21,500 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $912,335 | TotalAmt |
| Program Services | $551,704 | ProgramServicesAmt |
| Management And General | $336,504 | ManagementAndGeneralAmt |
| Fundraising | $24,127 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,483 | TotalAmt |
| Program Services | $123,483 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,730 | TotalAmt |
| Program Services | $37,730 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,865 | TotalAmt |
| Program Services | $26,865 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,014,321 | TotalAmt |
| Program Services | $2,882,561 | ProgramServicesAmt |
| Management And General | $1,128,849 | ManagementAndGeneralAmt |
| Fundraising | $2,911 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,816 | TotalAmt |
| Program Services | $491,745 | ProgramServicesAmt |
| Management And General | $193,064 | ManagementAndGeneralAmt |
| Fundraising | $7 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,105 | TotalAmt |
| Program Services | $249,246 | ProgramServicesAmt |
| Management And General | $86,728 | ManagementAndGeneralAmt |
| Fundraising | $11,131 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,192 | TotalAmt |
| Program Services | $314,652 | ProgramServicesAmt |
| Management And General | $111,301 | ManagementAndGeneralAmt |
| Fundraising | $12,239 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,982 | TotalAmt |
| Program Services | $756,114 | ProgramServicesAmt |
| Management And General | $296,796 | ManagementAndGeneralAmt |
| Fundraising | $72 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,230 | TotalAmt |
| Program Services | $31,042 | ProgramServicesAmt |
| Management And General | $11,756 | ManagementAndGeneralAmt |
| Fundraising | $432 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $814,439 | TotalAmt |
| Program Services | $791,980 | ProgramServicesAmt |
| Management And General | $22,459 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,129,260 | TotalAmt |
| Program Services | $3,026,564 | ProgramServicesAmt |
| Management And General | $102,696 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,773 | TotalAmt |
| Program Services | $42,302 | ProgramServicesAmt |
| Management And General | $173,471 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $679,876 | $488,198 | $191,678 | $0 |
| FOOD SERVICE | $431,487 | $309,838 | $121,584 | $65 |
| BAD DEBT | $370,597 | $0 | $370,597 | $0 |
| SERVICE CHARGES | $267,438 | $192,039 | $75,396 | $3 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,291 | TotalAmt |
| Program Services | $490,599 | ProgramServicesAmt |
| Management And General | $312,984 | ManagementAndGeneralAmt |
| Fundraising | $15,708 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,990,655 | TotalAmt |
| Program Services | $35,751,112 | ProgramServicesAmt |
| Management And General | $6,828,679 | ManagementAndGeneralAmt |
| Fundraising | $410,864 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,750 | BOYAmt |
| EOY | $1,750 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,276,905 | BOYAmt |
| EOY | $3,348,086 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,859 | BOYAmt |
| EOY | $500,729 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,517,951 | BOYAmt |
| EOY | $1,289,651 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $738,883 | BOYAmt |
| EOY | $1,190,130 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,854 | BOYAmt |
| EOY | $268,598 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $75,950,130 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,680,375 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,798,835 | BOYAmt |
| EOY | $25,269,755 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,075,815 | BOYAmt |
| EOY | $7,345,325 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,492 | BOYAmt |
| EOY | $56,146 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,998 | BOYAmt |
| EOY | $6,998 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,280,342 | BOYAmt |
| EOY | $39,277,168 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,429,555 | BOYAmt |
| EOY | $1,998,705 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,875 | BOYAmt |
| EOY | $1,545,282 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,980,566 | BOYAmt |
| EOY | $16,224,447 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,126,421 | BOYAmt |
| EOY | $1,772,764 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,042 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,941 | BOYAmt |
| EOY | $532,692 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,938,400 | BOYAmt |
| EOY | $22,073,890 | 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 | $7,015,737 | BOYAmt |
| EOY | $10,853,009 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,326,205 | BOYAmt |
| EOY | $6,350,269 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,341,942 | BOYAmt |
| EOY | $17,203,278 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,280,342 | BOYAmt |
| EOY | $39,277,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,539,717 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,321,619 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,125,307 | BeginningYearBalanceAmt |
| Contributions | $22,539 | ContributionsAmt |
| Investment Earnings Or Losses | $1,453,134 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $199,509 | AdministrativeExpensesAmt |
| End Year Balance | $7,401,471 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,068,411 | BeginningYearBalanceAmt |
| Contributions | $49,925 | ContributionsAmt |
| Investment Earnings Or Losses | $205,375 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $198,404 | AdministrativeExpensesAmt |
| End Year Balance | $6,125,307 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,917,354 | BeginningYearBalanceAmt |
| Contributions | $60,693 | ContributionsAmt |
| Investment Earnings Or Losses | $311,737 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $221,373 | AdministrativeExpensesAmt |
| End Year Balance | $6,068,411 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,826,457 | BeginningYearBalanceAmt |
| Contributions | $44,398 | ContributionsAmt |
| Investment Earnings Or Losses | $278,511 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,051,977 | OtherExpendituresAmt |
| Administrative Expenses | $180,035 | AdministrativeExpensesAmt |
| End Year Balance | $5,917,354 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,311,243 | BeginningYearBalanceAmt |
| Contributions | $49,901 | ContributionsAmt |
| Investment Earnings Or Losses | $635,183 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $169,870 | AdministrativeExpensesAmt |
| End Year Balance | $6,826,457 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46000 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.54000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $457,938 | OtherCostOrOtherBasisAmt |
| Book Value | $457,938 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,712,804 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,136,512 | DepreciationAmt |
| Book Value | $19,576,292 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,687,063 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,611,882 | DepreciationAmt |
| Book Value | $2,075,181 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,302,345 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,553,808 | DepreciationAmt |
| Book Value | $2,748,537 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,789,980 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,378,173 | DepreciationAmt |
| Book Value | $411,807 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,269,755 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT DEPOSITS | $281,923 |
| U.S. GOVERNMENT GRANTS REFUNDABLE | $201,835 |
| CAPITAL LEASES | $48,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $532,692 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,850,790 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,321,619 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$13,001,201 | OtherRevenueAmt |
| Revenue Not Reported | -$11,679,582 | RevenueNotReportedAmt |
| Revenue Subtotal | $46,530,372 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $46,530,372 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,989,454 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,989,454 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $13,001,201 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,001,201 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,990,655 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ORGANIZATION'S COLLECTION IS LIMITED TO, AND CONSISTS PRIMARILY OF, RELIGIOUS ARTWORK IN SUPPORT OF OUR CATHOLIC IDENTITY. |
| PART V, LINE 4: | ENDOWMENT FUNDS MAY BE USED FOR SCHOLARSHIPS AND GENERAL SUPPORT OF OPERATIONS IN ACCORDANCE WITH THE SPENDING POLICY APPROVED BY THE BOARD OF TRUSTEES. |
| PART X, LINE 2: | THE UNIVERSITY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2021 AND 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | STUDENT AID NETTED AGAINST REVENUES ON FINANCIALS -12,974,336. INVESTMENT MANAGEMENT FEES NETTED AGAINST REVENUES ON FINANCIALS -26,865. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID NETTED AGAINST REVENUES ON FINANCIALS 12,974,336. INVESTMENT MANAGEMENT FEES NETTED AGAINST REVENUES ON FINANCIALS 26,865. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY ADMITS QUALIFIED STUDENTS OF ANY SEX, RACE, COLOR, HANDICAP, RELIGION, NATIONAL AND ETHNIC ORIGIN, VETERAN STATUS AND SEXUAL ORIENTATION TO ALL THE RIGHTS, PRIVILEGES, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE UNIVERSITY. LA ROCHE UNIVERSITY DOES NOT DISCRIMINATE IN THE ADMINISTRATION OF ITS EDUCATIONAL PROGRAMS, ADMISSION POLICIES AND PROCESSES, EMPLOYMENT PRACTICES, SCHOLARSHIP AND LOAN PROGRAMS, ATHLETIC AND OTHER UNIVERSITY-ADMINISTERED PROGRAMS. LA ROCHE UNIVERSITY'S NON-DISCRIMINATION POLICY IS ADMINISTERED IN ACCORDANCE WITH TITLE IX OF THE 1972 EDUCATIONAL AMENDMENTS AND ALL OTHER APPLICABLE FEDERAL AND PENNSYLVANIA STATUTES. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVES AN INSTITUTIONAL ASSISTANCE GRANT FROM THE STATE OF PENNSYLVANIA ANNUALLY AND HAS RECEIVED FEDERAL AND STATE GRANTS OCCASIONALLY IN SUPPORT OF CONSTRUCTION PROJECTS AND ACADEMIC PROGRAMS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| FINANCIAL AID | 1332 | $12,755,941 | $218,395 | FAIR MARKET VALUE | FINANCIAL AID |
| CARES HERF STUDENT AID | 540 | $905,043 | $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 | THE UNIVERSITY AWARDS FINANCIAL AID PRIMARILY BASED UPON ACADEMIC MERIT. THE FUNDS ARE AWARDED VIA ADHERENCE TO A MATRIX WHICH DETERMINES THE AMOUNTS BASED UPON GRADE POINT AVERAGE AND SAT SCORES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SISTER CANDACE INTROCASO CDP PHD | ||||||||||||||
| PRESIDENT | $226,754 | $0 | $0 | $0 | $0 | $0 | $8,932 | $0 | $35,336 | $0 | $271,022 | $0 | $0 | $0 |
| HOWARD J ISHIYAMA PHD | ||||||||||||||
| PROVOST, SR VP ACAD AFFAIR | $159,033 | $0 | $0 | $0 | $0 | $0 | $5,772 | $0 | $526 | $0 | $165,331 | $0 | $0 | $0 |
| STEPHEN M LIPPIELLO | ||||||||||||||
| VP FOR FIN/ADMIN, CFO | $155,769 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $457 | $0 | $156,226 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY'S PRESIDENT, SISTER CANDACE INTROCASO, IS PROVIDED WITH A RESIDENCE FOR PERSONAL USE AND THE UNIVERSITY SATISFIES COSTS OF CLEANING. THE UNIVERSITY ALSO SATISFIES SOCIAL CLUB DUES IN HER NAME. THE PRESIDENT IS A MEMBER OF A RELIGIOUS ORDER AND IS NOT SUBJECT TO INCOME TAXES. THE ANNUAL VALUE OF HER HOME IS $30,345. THIS INCLUDES A MORTGAGE PAYMENT BASED UPON THE ORIGINAL COSTS INCURRED DURING CLOSING WITH A 30 YR. MORTGAGE AND A RATE OF 5.5%, AND COST OF INSURANCE COVERAGE. THIS DOES NOT INCLUDE PROPERTY TAXES AS THE OWNER (LA ROCHE UNIVERSITY) IS TAX-EXEMPT. THERE IS NO ESTIMATE OF UTILITY COSTS/ REPAIRS/ CLEANING AND LAWN SERVICE INCLUDED WHICH IS ALSO PAID BY THE UNIVERSITY. THE ANNUAL VALUE OF HER LEASED VEHICLE IS $7,555. THIS DOES NOT INCLUDE GASOLINE NOR ANY RELATED MAINTENANCE/ REPAIRS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MCCANDLESS INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| A | 251349346 | 2014-03-31 | $9,878,033 | REFUND PRIOR ISSUE | 0 | 0 | 0 |
| MOON INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| B | 251398575 | 2014-03-31 | $9,065,987 | REFUND PRIOR ISSUE | 0 | 0 | 0 |
| MCCANDLESS INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| C | 251349346 | 2019-06-04 | $8,000,000 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $3,744,157 | $9,878,033 | $98,598 | $9,779,435 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $3,436,330 | $9,065,987 | $93,171 | $9,065,987 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $472,037 | $5,692,051 | $81,847 | $5,610,204 | Yes (1) | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | 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 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| B | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| C | 0 | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, BOND ISSUES: | (A) ISSUER NAME: MCCANDLESS INDUSTRIAL DEVELOPMENT AUTHORITY (F) DESCRIPTION OF PURPOSE: THE SERIES A BONDS OF 2019 ($6M) ARE TO BE USED FOR PURCHASE AND CONSTRUCTION OF PROPERTY, PLANT, AND EQUIPMENT. THE SERIES B BONDS OF 2019 ($2M) ARE TO BE USED FOR ISSUANCE COSTS AND TO CURRENTLY REFUND A PORTION OF THE 2014 SERIES BONDS. |
| SCHEDULE K, PART II, LINE 3, PROCEEDS OF ISSUE: | ISSUE C: THE DIFFERENCE BETWEEN THE ISSUE PRICE AND PROCEEDS OF ISSUE REPRESENTS THE AMOUNT OF BONDS THAT HAVE NOT BEEN DRAWN DOWN BY THE UNIVERSITY AS OF 6/30/2021. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SUSAN E HOOLAHAN | |||
| TRUSTEE | $864,419 | SEE PART V | 0 |
| MICHAEL D KENITZ | |||
| TRUSTEE | $211,154 | SEE PART V | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: SUSAN E. HOOLAHAN(D) DESCRIPTION OF TRANSACTION: MS. SUSAN IS PRESIDENT AT THE UPMC PASSAVANT HOSPITAL AND UPMC PROVIDES HEALTH AND WORKERS COMP INSURANCE TO LA ROCHE UNIVERSITY. ALL TRANSACTIONS ARE CARRIED OUT AT ARMS' LENGTH.(A) NAME OF PERSON: MICHAEL D. KENITZ(D) DESCRIPTION OF TRANSACTION: MR. KENITZ IS PART OF THE CLAIMS PRACTICE LEADER, AN INSURANCE COMPANY, WHICH SERVES AS INSURANCE PLAN BROKER FOR LA ROCHE UNIVERSITY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,520 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER IN PART I, COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | LA ROCHE UNIVERSITY USES FRAGASSO FINANCIAL ADVISORS TO SELL THE NON-CASH STOCK CONTRIBUTIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | BETWEEN MEETINGS OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE GENERAL SUPERVISION OF THE ADMINISTRATION AND PROPERTY OF THE UNIVERSITY EXCEPT THAT UNLESS SPECIFICALLY EMPOWERED BY THE BOARD TO DO SO, IT MAY NOT TAKE ANY ACTION INCONSISTENT WITH A PRIOR ACT OF THE BOARD, AWARD DEGREES, ALTER BYLAWS, LOCATE PERMANENT BUILDINGS ON TAX-EXEMPT PROPERTY HELD FOR UNIVERSITY PURPOSES, REMOVE OR APPOINT THE PRESIDENT OF THE UNIVERSITY, OR TAKE ANY ACTION WHICH HAS BEEN RESERVED FOR THE BOARD OR EXERCISE SUCH POWERS AS CANNOT BE DELEGATED BY APPLICABLE LAW. ALL EXECUTIVE COMMITTEE MEMBERS ARE MEMBERS OF THE BOARD OF TRUSTEES AND INCLUDE THE CHAIR, THE VICE CHAIR, THE CHAIR OF THE FINANCE COMMITTEE, THE CHAIR OF THE HUMAN RESOURCE COMMITTEE, THE CHAIR OF TRUSTEES COMMITTEE, THE CDP PROVINCIAL DIRECTOR, THE PRESIDENT AND A TRUSTEE AT-LARGE. |
| FORM 990, PART VI, SECTION A, LINE 2 | LYLE AND MARY ELIZABETH ALBAUGH ARE HUSBAND AND WIFE AND ARE BOTH MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS OF THE PROVINCIAL COUNCIL OF THE SISTERS OF DIVINE PROVIDENCE HAVE RESERVED POWERS, E.G., TO ACCEPT OR REJECT A PRESIDENTIAL NOMINEE, APPROVE SALE OR DISTRIBUTION OF ASSETS, ETC. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS REVIEWED INITIALLY BY THE UNIVERSITY'S CHIEF FINANCIAL OFFICER AND IS THEN PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW AND APPROVAL. AN ELECTRONIC COPY OF THE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SECRETARY TO THE BOARD/GENERAL COUNSEL ANNUALLY COMPILES, MAINTAINS, AND SCREENS A LIST OF POTENTIALLY CONFLICTED ENTITIES AND INDIVIDUALS, INCLUDING BOARD MEMBERS AND KEY EMPLOYEES FOR POSSIBLE CONFLICTS OF INTEREST. THE UNIVERSITY TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION IF A PERSON WHO IS COVERED BY THE CONFLICT OF INTEREST POLICY FAILS TO DISCLOSE AN ACUTAL OR POSSIBLE CONFLICT OF INTEREST. NO PERSON VOTES ON ANY MATTER UNDER CONSIDERATION AT A BOARD OR COMMITTEE MEETING IN WHICH SUCH PERSON HAS A CONFLICT OF INTEREST. THE MINUTES OF SUCH MEETING WILL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE PERSON HAVING A CONFLICT ABSTAINED FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT, WHICH INCLUDES AN EVALUATION OF THE PRESIDENT'S COMPENSATION. CONSIDERATION IS GIVEN TO COMPENSATION LEVELS PROVIDED TO PRESIDENTS AT PEER INSTITUTIONS. DURING THE 2015 FISCAL YEAR, THE UNIVERSITY INTRODUCED A COMPENSATION PROGRAM WHICH CLASSIFIED EACH POSITION INTO A PAY GRADE AND COMPARED EACH PAY GRADE TO PEER INSTITUTIONS. A BENCHMARK HAS BEEN ESTABLISHED TO ASSESS EACH EMPLOYEE'S COMPENSATION IN FUTURE PERIODS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL RELEVANT DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PACEM IN TERRIS INSTITUTE | ||||||||||
| 9000 BABCOCK BOULEVARD | PITTSBURGH | PA | 15237 | 251733322 | PROVIDE STUDENT AID FOR HIGHER LEARNING | PA | 501(C)(3) | LINE 12A, I | N/A | 0 |
| CONGREGATION OF DIVINE PROVIDENCE | ||||||||||
| 9000 BABCOCK BOULEVARD | PITTSBURGH | PA | 15237 | 250965565 | PROVIDE STUDENT AID FOR HIGHER LEARNING | PA | 501(C)(3) | LINE 12A, I | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (1) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |