NEUMANN UNIVERSITY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NEUMANN UNIVERSITY (EIN 23-1657958)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-26
- IRS object ID
- 202231169349300908
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-26T08:00:45-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231657958 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUMANN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEUM | BusinessNameControlTxt |
| Phone | 6105585503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NEUMANN DRIVE | AddressLine1Txt |
| City | ASTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190141298 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GENE MCWILLIAMS | PersonNm |
| Person Title | VP FINANCE & ADMIN | PersonTitleTxt |
| Phone | 6105585503 | PhoneNum |
| Signature | 2022-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GENE | PersonFirstNm |
| Person Last | MCWILLIAMS | 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 | GENE MCWILLIAMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NEUMANN DRIVE | AddressLine1Txt |
| City | ASTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190141298 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $94,943,116 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEUMANN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO MAINTAIN AND OPERATE A COLLEGE FOR THE LIBERAL EDUCATION OF MEN AND WOMEN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 924 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $100 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,742,677 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,276,844 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $62,195,470 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $62,109,212 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,431,581 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,398,106 | CYInvestmentIncomeAmt |
| PY Other Revenue | $950,875 | PYOtherRevenueAmt |
| CY Other Revenue | $920,013 | CYOtherRevenueAmt |
| PY Total Revenue | $74,320,603 | PYTotalRevenueAmt |
| CY Total Revenue | $77,704,175 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,440,135 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,963,707 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,641,858 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,660,189 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $33,266 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $54,350 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,562,651 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,349,655 | PYOtherExpensesAmt |
| CY Other Expenses | $23,480,080 | CYOtherExpensesAmt |
| PY Total Expenses | $72,464,914 | PYTotalExpensesAmt |
| CY Total Expenses | $72,158,326 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,855,689 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,545,849 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $141,368,145 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,904,003 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,618,289 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,934,622 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $92,749,856 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $104,969,381 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NEUMANN UNIVERSITY EDUCATES A DIVERSE COMMUNITY OF LEARNERS BASED UPON THE BELIEF THAT KNOWLEDGE IS A GIFT TO BE SHARED IN THE SERVICE OF OTHERS AND THAT LEARNING IS A LIFELONG PROCESS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $61,513,285 | ExpenseAmt |
| Grant | $22,963,707 | GrantAmt |
| Revenue | $62,110,018 | RevenueAmt |
| Desc | NEUMANN UNIVERSITY IS A PRIVATE, CATHOLIC, FRANCISCAN, CO-EDUCATIONAL UNIVERSITY.FALL ENROLLMENT (FULL TIME AND PART TIME) FOR 2021 WAS 2,212 STUDENTS PURSUING UNDERGRADUATE AND GRADUATE DEGREES. THE UNIVERSITY OFFERS BACHELOR OF ARTS AND BACHELOR OF SCIENCE DEGREES IN A BROAD RANGE OF SUBJECTS. GRADUATE DEGREES INCLUDE THREE DOCTORAL PROGRAMS AND SIX MASTER OF SCIENCE PROGRAMS. STUDENT ACTIVITIES INCLUDE NUMEROUS CLUB ACTIVITIES, ART AND MUSICAL GROUPS, AND NINETEEN SPORTS TEAMS.CONTINUED ON SCHEDULE O.FACULTY AND STUDENTS HAVE BEEN RECOGNIZED BY MANY ORGANIZATIONS FOR THEIR RESPECTIVE CONTRIBUTIONS TO ACADEMIC EXCELLENCE AND COMMUNITY SERVICE. DURING THE YEAR ENDED JUNE 30, 2021, THE UNIVERSITY PROVIDED STUDENTS WITH FINANCIAL AID FROM INTERNAL RESOURCES OF APPROXIMATELY $21,339,000 WHICH REPRESENTED ABOUT 38% OF GROSS TUITION AND FEE REVENUE FOR THE YEAR. | Desc |
| Total Program Service Expenses | $61,513,285 | 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 | 0 | 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 | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | 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 | 92 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 924 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | 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 | 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GENE MCWILLIAMS VP FINANCE ADMIN | PersonNm |
| Phone | 6105585503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NEUMANN DRIVE | AddressLine1Txt |
| City | ASTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190141298 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ANTHONY LATINI JR CFA | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SR MARIE ANGELA PRESENZA OSF | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER E DOMES EDD | |||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $374,414 | $0 | $53,793 | |
| ANN BAIADA RN CRRN | |||||||
| CHAIR (UNTIL 2020) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER G ABESSINIO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SR ESTHER ANDERSON OSF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV MSGR FEDERICO BRITTO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS A BRUDER JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELLY BUCK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RENOLD J CAPOCASALE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES DELANEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOMINIC DEMARCO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY DEVINE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN DISABATINO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS M DUGAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN C FORD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN FUREY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REGINA HANEY EDD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SR ELIZABETH HOWE OSF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK JANTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP JAURIGUE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PIERCE J KEATING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD F KLINEBURGER III ESQ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF MULLEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS P PHIAMBOLIS MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELE A SZKOLNICKI RN FACHE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERESA V COFFEY | |||||||
| TRUSTEE (UNTIL 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SR MARY FARRELL OSF | |||||||
| TRUSTEE (UNTIL 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SR CHRISTA MARIE THOMPSON OSF PHD | |||||||
| TRUSTEE (UNTIL 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARRIE SNYDER | |||||||
| VP ADVANCEMENT | 40.00 | Yes (X) | $166,267 | $0 | $8,293 | ||
| FRANCESCA REED | |||||||
| VP ENROLLMENT MGT. | 40.00 | Yes (X) | $157,754 | $0 | $9,312 | ||
| DAVID BROWNLEE | |||||||
| VP HUMAN RESOURCES & RM | 40.00 | Yes (X) | $157,490 | $0 | $18,858 | ||
| LAWRENCE DIPAOLO | |||||||
| VP ACADEMIC AFFAIRS | 40.00 | Yes (X) | $157,219 | $0 | $9,484 | ||
| EUGENE MCWILLIAMS | |||||||
| VP FINANCE & ADMIN | 40.00 | Yes (X) | $147,979 | $0 | $22,812 | ||
| CHRISTOPHER HAUG | |||||||
| VP STUDENT AFFAIRS | 40.00 | Yes (X) | $138,525 | $0 | $29,664 | ||
| ROBERT SCOTT | |||||||
| CHIEF INFORMATION OFFICER | 40.00 | Yes (X) | $117,300 | $0 | $7,663 | ||
| ERIC WELLINGTON | |||||||
| DEAN BUSINESS & INFO. MGT. | 40.00 | $148,865 | $0 | $30,490 | Yes (X) | ||
| JILL DONNELLY | |||||||
| PROGRAM DIRECTOR | 40.00 | $124,335 | $0 | $15,228 | Yes (X) | ||
| KATHLEEN HOOVER | |||||||
| DEAN NURSING & HEALTH SCIENCE | 40.00 | $126,540 | $0 | $21,235 | Yes (X) | ||
| THERESA PIETSCH | |||||||
| ASSOC. DEAN N&HS | 40.00 | $127,238 | $0 | $27,181 | Yes (X) | ||
| ARDE SHAHMAEI | |||||||
| FACULTY | 40.00 | $122,906 | $0 | $28,883 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,066,832 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $282,896 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | 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 |
|---|---|---|---|---|---|
| SODEXO OPERATIONS LLC | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | FOOD SERVICES | $1,653,200 |
| SUNSTATES SECURITY LLC | |||||
| 801 CORPORATE CENTER DRIVE | RALEIGH | NC | 27607 | CAMPUS SECURITY SERVICES | $1,336,042 |
| CLASSIC KITCHENS | |||||
| 622 E GAY STREET | WEST CHESTER | PA | 19380 | RENOVATIONS | $1,211,800 |
| ARAMARK | |||||
| PO BOX 33170 | NEWARK | NJ | 07188 | FACILITY SERVICES & CONSTRUCTION MANAGEM | $1,168,937 |
| KOVATCH LANDSCAPING | |||||
| PO BOX 2147 | ASTON | PA | 19014 | LANDSCAPING SERVICES | $292,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $116,131 | FundraisingAmt |
| Government Grants | $10,391,368 | GovernmentGrantsAmt |
| All Other Contributions | $1,769,345 | AllOtherContributionsAmt |
| Noncash Contributions | $502 | NoncashContributionsAmt |
| Total Contributions | $12,276,844 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $55,713,680 | $55,713,680 |
| ROOM AND BOARD | 611310 | $6,395,532 | $6,395,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $62,109,212 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $908,219 | TotalRevenueColumnAmt |
| Exclusion | $908,219 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,414,600 | SecuritiesAmt |
| Other | $8,210 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,932,923 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,481,677 | SecuritiesAmt |
| Other | $8,210 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,489,887 | TotalRevenueColumnAmt |
| Exclusion | $1,489,887 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $36,080 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $116,131 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $27,380 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,700 | TotalRevenueColumnAmt |
| Exclusion | $8,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $8,005 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,715 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,290 | TotalRevenueColumnAmt |
| Exclusion | $6,290 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $850,104 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $276,923 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $573,181 | TotalRevenueColumnAmt |
| Exclusion | $573,181 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CHILD DEVELOPMENT CENTER | 611310 | $204,405 | $204,405 |
| MEAL REVENUE | 722210 | $74,413 | $74,413 |
| REBATES | 900099 | $21,022 | $21,022 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,002 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $806 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $100 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,096 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $331,842 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,704,175 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $62,110,018 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $100 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,317,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,963,707 | TotalAmt |
| Program Services | $22,963,707 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,656,853 | TotalAmt |
| Program Services | $366,064 | ProgramServicesAmt |
| Management And General | $1,290,789 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,165,729 | TotalAmt |
| Program Services | $16,172,101 | ProgramServicesAmt |
| Management And General | $1,385,886 | ManagementAndGeneralAmt |
| Fundraising | $607,742 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,617 | TotalAmt |
| Program Services | $732,460 | ProgramServicesAmt |
| Management And General | $96,863 | ManagementAndGeneralAmt |
| Fundraising | $29,294 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,559,138 | TotalAmt |
| Program Services | $2,307,583 | ProgramServicesAmt |
| Management And General | $1,180,312 | ManagementAndGeneralAmt |
| Fundraising | $71,243 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,419,852 | TotalAmt |
| Program Services | $1,201,796 | ProgramServicesAmt |
| Management And General | $174,062 | ManagementAndGeneralAmt |
| Fundraising | $43,994 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,492 | TotalAmt |
| Management And General | $69,492 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,165 | TotalAmt |
| Management And General | $84,165 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,350 | TotalAmt |
| Fundraising | $54,350 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,856,286 | TotalAmt |
| Program Services | $6,654,017 | ProgramServicesAmt |
| Management And General | $1,800,501 | ManagementAndGeneralAmt |
| Fundraising | $401,768 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,103 | TotalAmt |
| Program Services | $474,778 | ProgramServicesAmt |
| Management And General | $18,325 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,696,608 | TotalAmt |
| Program Services | $1,306,746 | ProgramServicesAmt |
| Management And General | $283,680 | ManagementAndGeneralAmt |
| Fundraising | $106,182 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,822 | TotalAmt |
| Program Services | $72,833 | ProgramServicesAmt |
| Management And General | $481,989 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,182,913 | TotalAmt |
| Program Services | $1,843,513 | ProgramServicesAmt |
| Management And General | $339,400 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,275 | TotalAmt |
| Program Services | $59,454 | ProgramServicesAmt |
| Management And General | $25,611 | ManagementAndGeneralAmt |
| Fundraising | $210 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,190 | TotalAmt |
| Program Services | $22,774 | ProgramServicesAmt |
| Management And General | $4,405 | ManagementAndGeneralAmt |
| Fundraising | $1,011 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,672,131 | TotalAmt |
| Program Services | $1,654,691 | ProgramServicesAmt |
| Management And General | $17,440 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,018,415 | TotalAmt |
| Program Services | $3,425,623 | ProgramServicesAmt |
| Management And General | $501,498 | ManagementAndGeneralAmt |
| Fundraising | $91,294 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,771 | TotalAmt |
| Management And General | $689,771 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COVID-19 EXPENSES | $1,051,182 | $1,043,870 | $7,312 | |
| LIBRARY EXPENSES | $415,375 | $415,375 | ||
| FACILITIES & MAINTENANC | $354,522 | $241,652 | $112,870 | |
| OTHER EDUCATION EXPENSE | $302,354 | $140,842 | $161,512 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $925,476 | TotalAmt |
| Program Services | $655,058 | ProgramServicesAmt |
| Management And General | $227,725 | ManagementAndGeneralAmt |
| Fundraising | $42,693 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,158,326 | TotalAmt |
| Program Services | $61,513,285 | ProgramServicesAmt |
| Management And General | $9,082,390 | ManagementAndGeneralAmt |
| Fundraising | $1,562,651 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,031 | BOYAmt |
| EOY | $5,652 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,140,922 | BOYAmt |
| EOY | $7,891,665 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $913,262 | BOYAmt |
| EOY | $335,348 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,666,895 | BOYAmt |
| EOY | $789,504 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,018 | BOYAmt |
| EOY | $217,393 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,109 | BOYAmt |
| EOY | $610,662 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,908 | BOYAmt |
| EOY | $714,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $159,378,462 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,924,848 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,280,988 | BOYAmt |
| EOY | $89,453,614 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,361,560 | BOYAmt |
| EOY | $44,861,653 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,175,203 | BOYAmt |
| EOY | $1,175,203 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,249 | BOYAmt |
| EOY | $944,262 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $7,904,177 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,368,145 | BOYAmt |
| EOY | $154,904,003 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,671,487 | BOYAmt |
| EOY | $3,420,158 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,534 | BOYAmt |
| EOY | $29,126 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,669,004 | BOYAmt |
| EOY | $43,459,429 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,515,745 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,468,519 | BOYAmt |
| EOY | $3,025,909 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,618,289 | BOYAmt |
| EOY | $49,934,622 | 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 | $77,577,948 | BOYAmt |
| EOY | $86,786,530 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,171,908 | BOYAmt |
| EOY | $18,182,851 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,749,856 | BOYAmt |
| EOY | $104,969,381 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,368,145 | BOYAmt |
| EOY | $154,904,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,545,849 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,637,924 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $35,752 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,356,239 | BeginningYearBalanceAmt |
| Contributions | $235,181 | ContributionsAmt |
| Investment Earnings Or Losses | $9,022,513 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $546,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $973,602 | OtherExpendituresAmt |
| End Year Balance | $42,093,831 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,851,929 | BeginningYearBalanceAmt |
| Contributions | $997,261 | ContributionsAmt |
| Investment Earnings Or Losses | $1,867,998 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $216,540 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,144,409 | OtherExpendituresAmt |
| End Year Balance | $34,356,239 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,252,277 | BeginningYearBalanceAmt |
| Contributions | $410,144 | ContributionsAmt |
| Investment Earnings Or Losses | $2,279,299 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $214,938 | GrantsOrScholarshipsAmt |
| Other Expenditures | $874,853 | OtherExpendituresAmt |
| End Year Balance | $33,851,929 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,752,163 | BeginningYearBalanceAmt |
| Contributions | $490,964 | ContributionsAmt |
| Investment Earnings Or Losses | $2,047,982 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $199,889 | GrantsOrScholarshipsAmt |
| Other Expenditures | $838,943 | OtherExpendituresAmt |
| End Year Balance | $32,252,277 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,018,805 | BeginningYearBalanceAmt |
| Contributions | $727,163 | ContributionsAmt |
| Investment Earnings Or Losses | $2,987,190 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $183,265 | GrantsOrScholarshipsAmt |
| Other Expenditures | $797,730 | OtherExpendituresAmt |
| End Year Balance | $30,752,163 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.59000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $2,449,356 | OtherCostOrOtherBasisAmt |
| Book Value | $2,449,356 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,004,903 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,463,960 | DepreciationAmt |
| Book Value | $80,540,943 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,733,357 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,837,516 | DepreciationAmt |
| Book Value | $3,895,841 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,190,846 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,623,372 | DepreciationAmt |
| Book Value | $2,567,474 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $89,453,614 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $5,000,753 |
| RIGHT OF USE ASSETS | $2,903,424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,904,177 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT DEPOSITS AND ADVANCE PAYMENTS | $289,528 |
| LEASE LIABILITY | $2,736,381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,025,909 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $63,299,281 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,637,924 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$21,348,836 | OtherRevenueAmt |
| Revenue Not Reported | -$14,710,912 | RevenueNotReportedAmt |
| Revenue Subtotal | $78,010,193 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$306,018 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$306,018 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $77,704,175 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $51,079,756 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $306,018 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $306,018 | ExpensesNotReportedAmt |
| Expenses Subtotal | $50,773,738 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $21,384,588 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $21,384,588 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $72,158,326 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO PROVIDE FOR SCHOLARSHIPS, OPERATING COSTS, AND FUTURE CAPITAL PROJECTS. |
| PART X, LINE 2: | THE UNIVERSITY FOLLOWS THE FASB GUIDANCE THAT REQUIRES A TAX POSITION TO BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THE UNIVERSITY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE UNIVERSITY'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. NO INTEREST OR PENALTIES WERE RECOGNIZED IN 2021 AND 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | STUDENT AID NETTED AGAINST REVENUES ON THE FINANCIALS -21,384,588. GAIN/(LOSS) ON BOND REFINANCING 35,752. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BOOKSTORE EXPENSES -276,923. FUNDRAISING EXPENSES -27,380. GAMING EXPENSES -1,715. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BOOKSTORE EXPENSES 276,923. FUNDRAISING EXPENSES 27,380. GAMING EXPENSES 1,715. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID NETTED AGAINST REVENUES ON THE FINANCIALS 21,384,588. |
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 | RACIALLY NON-DISCRIMINATORY POLICY APPEARS IN ALL ADVERTISEMENTS AND THE STUDENT AFFAIRS HANDBOOK. |
| SCHEDULE E, PART I, LINE 6 | NEUMANN UNIVERSITY RECEIVES PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY (PHEAA) INSTITUTIONAL ASSISTANCE FUNDS AS WELL AS FUNDS FROM THE DEPARTMENT OF EDUCATION AND THE STATE OF DELAWARE FOR FINANCIAL AID TO STUDENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 CHUBB AVENUE | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN ADVISOR | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $54,350 | RetainedByContractorAmt |
| Net To Organization | -$54,350 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $54,350 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$54,350 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $152,211 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $116,131 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $36,080 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,600 | CashPrizesEvent1Amt |
| Food And Beverage Event1 | $8,547 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $17,233 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $152,211 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $116,131 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $36,080 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,600 | CashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $8,547 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,233 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,380 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,700 | NetIncomeSummaryAmt |
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 |
|---|---|---|---|---|---|
| STUDENT AID | 1499 | $21,666,489 | $0 | N/A | N/A |
| CARES ACT STUDENT RELIEF | 1609 | $1,297,218 | $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 | NEUMANN UNIVERSITY'S PROCESS FOR MONITORING FINANCIAL AID AND MONITORING GRANT FUNDS IS A COMBINATION OF PROCEDURES INVOLVING THE FOLLOWING OFFICES; FINANCIAL AID, INSTITUTIONAL ADVANCEMENT, REGISTRAR, AND THE BUSINESS OFFICE. INSTITUTIONAL ADVANCEMENT AND THE FINANCIAL AID OFFICE AWARD SCHOLARSHIPS AND GRANTS ACCORDING TO THE SPECIFICATIONS/REQUIREMENTS OF THE SPECIFIC AWARD. THE FINANCIAL AID OFFICE, REGISTRAR, AND BUSINESS OFFICE COORDINATE THE AWARDING AND DOCUMENTATION OF FINANCIAL AID TO INCLUDE ELIGIBILITY OF FINANCIAL AID, NOTIFICATION OF STUDENTS, CHANGE OF STATUS, AND RECONCILEMENT OF STUDENT ACCOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER E DOMES EDD | ||||||||||||||
| PRESIDENT | $352,814 | $0 | $0 | $0 | $21,600 | $0 | $36,285 | $0 | $17,508 | $0 | $428,207 | $0 | $0 | $0 |
| ERIC WELLINGTON | ||||||||||||||
| DEAN BUSINESS & INFO. MGT. | $148,865 | $0 | $0 | $0 | $0 | $0 | $9,364 | $0 | $21,126 | $0 | $179,355 | $0 | $0 | $0 |
| DAVID BROWNLEE | ||||||||||||||
| VP HUMAN RESOURCES & RM | $157,490 | $0 | $0 | $0 | $0 | $0 | $9,570 | $0 | $9,288 | $0 | $176,348 | $0 | $0 | $0 |
| CARRIE SNYDER | ||||||||||||||
| VP ADVANCEMENT | $166,267 | $0 | $0 | $0 | $0 | $0 | $7,396 | $0 | $897 | $0 | $174,560 | $0 | $0 | $0 |
| EUGENE MCWILLIAMS | ||||||||||||||
| VP FINANCE & ADMIN | $147,979 | $0 | $0 | $0 | $0 | $0 | $9,051 | $0 | $13,761 | $0 | $170,791 | $0 | $0 | $0 |
| CHRISTOPHER HAUG | ||||||||||||||
| VP STUDENT AFFAIRS | $138,525 | $0 | $0 | $0 | $0 | $0 | $8,578 | $0 | $21,086 | $0 | $168,189 | $0 | $0 | $0 |
| FRANCESCA REED | ||||||||||||||
| VP ENROLLMENT MGT. | $157,754 | $0 | $0 | $0 | $0 | $0 | $8,400 | $0 | $912 | $0 | $167,066 | $0 | $0 | $0 |
| LAWRENCE DIPAOLO | ||||||||||||||
| VP ACADEMIC AFFAIRS | $157,219 | $0 | $0 | $0 | $0 | $0 | $9,484 | $0 | $0 | $0 | $166,703 | $0 | $0 | $0 |
| THERESA PIETSCH | ||||||||||||||
| ASSOC. DEAN N&HS | $127,238 | $0 | $0 | $0 | $0 | $0 | $6,308 | $0 | $20,873 | $0 | $154,419 | $0 | $0 | $0 |
| ARDE SHAHMAEI | ||||||||||||||
| FACULTY | $122,906 | $0 | $0 | $0 | $0 | $0 | $7,879 | $0 | $21,004 | $0 | $151,789 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | NEUMANN UNIVERSITY PROVIDES FOR TRAVEL FOR THE PRESIDENT'S WIFE FOR BUSINESS TRIPS WHERE THE PARTICIPATION OF THE SPOUSE IS EXPECTED. PER THE PRESIDENT'S EMPLOYMENT CONTRACT, THE PRESIDENT RECEIVES A HOUSING ALLOWANCE OF $1,800 PER MONTH. |
| PART I, LINE 4B | DR. CHRIS E. DOMES, PRESIDENT, HAD A CONTRIBUTION INTO HIS 457(F) PLAN IN THE AMOUNT OF $18,360. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DELAWARE COUNTY AUTHORITY | ||||||||
| A | 231973437 | 246008NU6 | 2016-01-28 | $18,625,494 | SEE PART IV | 0 | 0 | 0 |
| DELAWARE COUNTY AUTHORITY | ||||||||
| B | 231973437 | 246008PQ3 | 2020-11-12 | $28,965,035 | SEE PART IV | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,535,494 | $18,625,494 | $16,248,491 | $343,600 | $558,449 | $2,036,402 | 2016 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $28,998,171 | $213,612 | $26,092,923 | 2020 | Yes (1) | 0 | Yes (1) | Yes (1) | $2,691,636 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 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 | 0.01000 | 0.00000 | 0.01000 | 0 | 0 | 0 |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, BOND ISSUES: | BOND 2: (A) ISSUER NAME: DELAWARE COUNTY AUTHORITY (F) DESCRIPTION OF PURPOSE: CONSTRUCTION FINANCING & ADVANCED REFUNDING OF 2008 BONDS BOND3: (A) ISSUER NAME: DELAWARE COUNTY AUTHORITY (F) DESCRIPTION OF PURPOSE: REFUND 2010 BOND ISSUE |
| SCHEDULE K, PART II, TOTAL PROCEEDS: | TOTAL PROCEEDS IN PART II LINE 3 FOR THE 2020 BONDS IS HIGHER THAN ISSUE PRICE REPORTED IN PART I DUE TO INVESTMENT EARNINGS ON RESERVE FUNDS. |
| SCHEDULE K, PART III, LINE 9: | THE ORGANIZATION DOES NOT HAVE ANY NONQUALIFIED BONDS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE UNIVERSITY CONSIST OF THE CONGREGATIONAL MINISTER AND THE COUNCIL OF THE RELIGIOUS CONGREGATION OF THE SISTERS OF SAINT FRANCIS OF PHILADELPHIA. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SISTERS OF SAINT FRANCIS RESERVE THE POWER TO CHOOSE THE PRESIDENT OF THE UNIVERSITY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SISTERS OF SAINT FRANCIS HAVE CERTAIN RESERVE POWER REGARDING DECISIONS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS SHARED WITH THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. AFTER THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE, A FINAL COPY IS SENT TO EACH MEMBER OF THE BOARD OF TRUSTEES BEFORE THE FORM 990 IS FILED. THE ANNUAL FEDERAL NON-PROFIT TAX RETURN FORM, IRS FORM 990, APPLICABLE TO NEUMANN UNIVERSITY, IS COMPLETED AND SUBMITTED TO THE IRS BY THE NEUMANN UNIVERSITY ADMINISTRATION THROUGH THE OFFICE OF THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, TRUSTEES, AND KEY EMPLOYEES REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. THE UNIVERSITY PRESIDENT AND GENERAL COUNSEL REVIEW THE SIGNED STATEMENTS AND HANDLE ANY CONFLICTS OF INTEREST. INDIVIDUALS WITH A CONFLICT OF INTEREST MUST ABSTAIN FROM VOTING ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT HAS A CONTRACT WITH A TERM OF THREE YEARS. THE PRESIDENT'S COMPENSATION IS REVIEWED BY A SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE PROCESS (EVERY THREE YEARS) INCLUDES A REVIEW OF PEER COMPENSATION (COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION (CUPA) - HUMAN RESOURCES SURVEY), THE UNIVERSITY'S MISSION AND VISION, ECONOMIC CLIMATE FOR THE REGION, AND THE ACHIEVEMENT OF GOALS AS CONTAINED IN THE STRATEGIC PLAN. WHEN THIS PROCESS IS COMPLETED, THE PRESIDENT'S COMPENSATION IS DECIDED AND INCLUDED IN THE ANNUAL BUDGET, WHICH IS APPROVED BY THE BOARD OF TRUSTEES. INCREASES IN COMPENSATION ARE CONSISTENT FOR ALL KEY EMPLOYEES AND OFFICERS OF NEUMANN UNIVERSITY AND INCLUDED IN THE ANNUAL BUDGET WHICH IS APPROVED BY THE BOARD OF TRUSTEES. THE PERCENTAGE INCREASE FOR UNIVERSITY EMPLOYEES IS A COMBINATION OF ECONOMIC CONDITIONS FOR THE REGION AND THE CUPA SURVEY. THIS REVIEW IS DOCUMENTED CONTEMPORANEOUSLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | ACCESS TO THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL NOT BE UNREASONABLY WITHHELD. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 4,075,182. MANAGEMENT AND GENERAL EXPENSES 473,178. FUNDRAISING EXPENSES 401,768. TOTAL EXPENSES 4,950,128. MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 180,711. MANAGEMENT AND GENERAL EXPENSES 89,736. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 270,447. HOUSEKEEPING CONTRACTS: PROGRAM SERVICE EXPENSES 806,113. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 806,113. A/R COLLECTION EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,237,587. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,237,587. FOOD SERVICES: PROGRAM SERVICE EXPENSES 1,592,011. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,592,011. |
| FORM 990, PART XI, LINE 9: | GAIN/(LOSS) ON BOND REFINANCING 35,752. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF ST FRANCIS OF PHILADELPHIA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 S CONVENT ROAD | AddressLine1Txt |
| City | ASTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CONGREGATION OF CATHOLIC WOMEN RELIGIOUS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |