DESALES UNIVERSITY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DESALES UNIVERSITY (EIN 23-1653718)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-12
- IRS object ID
- 202231329349304058
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T11:57:26-05:00 | 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 | 231653718 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESALES UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESA | BusinessNameControlTxt |
| Phone | 6102821100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2755 STATION AVENUE | AddressLine1Txt |
| City | CENTER VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J SNYDER | PersonNm |
| Person Title | VP FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 6102821100 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | SNYDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | ROBERT J SNYDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2755 STATION AVENUE | AddressLine1Txt |
| City | CENTER VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $178,342,168 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DESALES.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF DESALES UNIVERSITY IS TO PROVIDE MEN AND WOMEN WITH QUALITY HIGHER EDUCATION ACCORDING TO THE PHILOSOPHY OF CHRISTIAN HUMANISM AS DEVELOPED BY SAINT FRANCIS DE SALES AND HIS SPIRITUAL HEIRS. THE UNIVERSITY IMPARTS KNOWLEDGE ABOUT AND DEVELOPS TALENTS FOR PERSONAL, FAMILIAL, AND SOCIETAL LIVING. DESALES UNIVERSITY ENRICHES THE HUMAN COMMUNITY AND ENCHANCES THE DIGNITY OF THE INDIVIDUAL THROUGH ITS EDUCATIONAL ENDEAVORS. IN ITS WORK, THE UNIVERSITY FOSTERS A VITAL AND RESPECTFUL DIALOGUE BETWEEN ROMAN CATHOLIC FAITH AND HUMAN CULTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 1819 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $32,006 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,925,942 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,511,515 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $104,382,137 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $105,289,335 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,724,868 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,678,186 | CYInvestmentIncomeAmt |
| PY Other Revenue | $770,015 | PYOtherRevenueAmt |
| CY Other Revenue | $174,639 | CYOtherRevenueAmt |
| PY Total Revenue | $119,802,962 | PYTotalRevenueAmt |
| CY Total Revenue | $127,653,675 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $39,141,219 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $43,090,422 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $41,588,862 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $41,705,941 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,659,582 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,670,874 | PYOtherExpensesAmt |
| CY Other Expenses | $34,313,052 | CYOtherExpensesAmt |
| PY Total Expenses | $115,400,955 | PYTotalExpensesAmt |
| CY Total Expenses | $119,109,415 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,402,007 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,544,260 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $251,211,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,808,643 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $79,514,438 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71,672,823 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $171,697,377 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $196,135,820 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | DESALES UNIVERSITY IS A MEDIUM-SIZED, PRIVATE, FOUR-YEAR CATHOLIC UNIVERSITY WITH A SALESIAN MISSION ADMINISTERED BY THE OBLATES OF ST. FRANCIS DE SALES. STUDENTS AT DESALES UNIVERSITY ARE EXPOSED TO CATHOLIC TEACHINGS BUT ARE ALSO AFFORDED THE LUXURY OF EXPLORING IN AN ATMOSPHERE OF INTELLECTUAL FREEDOM. IT IS THE MISSION OF DESALES UNIVERSITY TO PROVIDE MEN AND WOMEN WITH QUALITY HIGHER EDUCATION ACCORDING TO THE PHILOSOPHY OF CHRISTIAN HUMANISM AS DEVELOPED BY SAINT FRANCIS DE SALES AND HIS SPIRITUAL HEIRS. THE UNIVERSITY IMPARTS KNOWLEDGE AND DEVELOPS TALENTS FOR PERSONAL, FAMILIAL, AND SOCIETAL LIVING. DESALES UNIVERSITY ENRICHES THE HUMAN COMMUNITY AND ENHANCES THE DIGNITY OF THE INDIVIDUAL THROUGH ITS EDUCATIONAL ENDEAVORS. IN ITS WORK, THE UNIVERSITY FOSTERS A VITAL AND RESPECTFUL DIALOGUE BETWEEN ROMAN CATHOLIC FAITH AND HUMAN CULTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $113,478,713 | ExpenseAmt |
| Grant | $43,090,422 | GrantAmt |
| Revenue | $105,289,335 | RevenueAmt |
| Desc | DESALES UNIVERSITY IS A MEDIUM-SIZED, PRIVATE, FOUR-YEAR CATHOLIC UNIVERSITY WITH A SALESIAN MISSION ADMINISTERED BY THE OBLATES OF ST. FRANCIS DE SALES. STUDENTS AT DESALES ARE EXPOSED TO CATHOLIC TEACHINGS BUT ARE ALSO AFFORDED THE LUXURY OF EXPLORING IN AN ATMOSPHERE OF INTELLECTUAL FREEDOM. IT IS THE MISSION OF DESALES UNIVERSITY TO INSPIRE TRANSFORMATIVE LEARNING THROUGH THE LIBERAL ARTS AND PROFESSIONAL STUDIES BY ENERGIZING STUDENTS TO BE WHO THEY ARE AND BE THAT WELL. THE PHILOSOPHY OF DESALES UNIVERSITY IS FIRMLY AND PUBLICLY COMMITTED TO THE PRINCIPLES OF ROMAN CATHOLIC DOCTRINE AND MORALITY. IT ALSO FULLY RECOGNIZES THAT THE SEARCH FOR TRUTH REQUIRES AN ATMOSPHERE OF INTELLECTUAL FREEDOM, AND THAT LOVE DEMANDS AN OPENNESS TO ALL THAT IS GOOD. DESALES CAREFULLY DISTINGUISHES BETWEEN THE FREE PURSUIT OF TRUTH - WHICH IT GUARANTEES EVERY MEMBER OF THE CAMPUS COMMUNITY - AND ITS OWN COMMITMENT TO THE TEACHINGS OF THE CATHOLIC CHURCH. FOR DESALES UNIVERSITY, CHRISTIAN HUMANISM MEANS THAT EVERY ASPECT OF HUMAN EXPERIENCE IS CAPABLE OF ENLIGHTENMENT BY THE GOSPEL OF JESUS CHRIST. THIS GOSPEL BRINGS LIGHT TO EACH DIMENSION OF PERSONAL EXISTENCE (PHYSICAL, INTELLECTUAL, SOCIAL, MORAL, AESTHETIC, AND RELIGIOUS) AND EVERY ENVIRONMENTAL DOMAIN (NATURAL WORLD, SOCIAL INSTITUTIONS, CULTURAL ACHIEVEMENTS, HISTORICAL PERIODS, AND RELIGIOUS SOCIETIES). THE ENCOUNTER BETWEEN THE WORD OF GOD AND THE CONCRETE WORLD OF THE HUMAN PERSON MAKES A FULLY MEANINGFUL EXISTENCE POSSIBLE. DESALES UNIVERSITY STRIVES TO TEACH THE STUDENT WHAT IT MEANS TO BE CHRISTIAN IN A SALESIAN WAY, WHAT IT MEANS TO EMBRACE ONE'S OWN LIFE, AND WHAT IT MEANS TO BRING THIS GOOD NEWS TO THE HUMAN FAMILY.THE DESALES MAIN CAMPUS IS LOCATED IN CENTER VALLEY, PA ON 550 ACRES APPROXIMATELY 50 MILES NORTH OF PHILADELPHIA, PA AND 90 MILES SOUTHWEST OF NEW YORK CITY. THE UNIVERSITY OFFERS TRADITIONAL, ONLINE, AND HYBRID COURSES AND PROGRAMS AT THE UNDERGRADUATE AND GRADUATE LEVELS. DESALES UNIVERSITY IS ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION (MSCHE). SEVERAL PROGRAM-SPECIFIC ACCREDITATIONS ARE ALSO HELD BY THE UNIVERSITY INCLUDING THE ACCREDITATION REVIEW COMMISSION ON EDUCATION FOR THE PHYSICIAN ASSISTANT (ARC-PA), COMMISSION ON COLLEGIATE NURSING EDUCATION (CCNE), THE COMMISSION ON ACCREDITATION IN PHYSICAL THERAPY EDUCATION (CAPTE), THE ASSOCIATION OF COLLEGIATE BUSINESS SCHOOLS AND PROGRAMS (ACBSP), AND CERTIFIED FINANCIAL PLANNER BOARD REGISTERED PROGRAMS. DESALES HAS ALSO BEEN APPROVED BY THE PENNSYLVANIA DEPARTMENT OF EDUCATION (PDE) TO PARTICIPATE IN THE NATIONAL COUNCIL FOR STATE AUTHORIZATION RECIPROCITY AGREEMENTS (NC-SARA) FOR POSTSECONDARY DISTANCE EDUCATION.THE UNIVERSITY OFFERS OVER 40 BACHELOR'S DEGREES, 8 MASTER'S DEGREES, AND 2 DOCTORAL DEGREES IN A WIDE RANGE OF DISCIPLINES. OVER 30 UNDERGRADUATE AND GRADUATE CERTIFICATE PROGRAMS ARE ALSO OFFERED. OVER 40 DEGREE AND CERTIFICATE PROGRAMS ARE OFFERED VIA DISTANCE EDUCATION WITH 22% OF STUDENTS ENROLLED EXCLUSIVELY IN DISTANCE EDUCATION AND ANOTHER 23% ENROLLED IN AT LEAST ONE DISTANCE COURSE.AS OF OFFICIAL CENSUS IN FALL 2021, DESALES UNIVERSITY ENROLLED A TOTAL OF 3,101, WITH 2,309 UNDERGRADUATE STUDENTS AND 792 GRADUATE STUDENTS. THE STUDENT-FACULTY RATIO AT DESALES UNIVERSITY IS 12:1, AND THE SCHOOL HAS 61% OF ITS CLASSES WITH FEWER THAN 20 STUDENTS. THE FRESHMAN RETENTION RATE, AN INDICATOR OF STUDENT SATISFACTION, IS 82%. WITHIN SIX YEARS, 70% OF FULL-TIME, FIRST-YEAR STUDENTS GRADUATE WITH A BACHELOR'S DEGREE. THE MOST POPULAR UNDERGRADUATE MAJORS AT DESALES UNIVERSITY INCLUDE NURSING, BIOLOGY, MEDICAL STUDIES, BUSINESS ADMINISTRATION, THEATRE, AND PSYCHOLOGY. MORE THAN 95% OF UNDERGRADUATE, FULL-TIME TRADITIONAL STUDENTS RECEIVE SOME FORM OF FINANCIAL AID. | Desc |
| Total Program Service Expenses | $113,478,713 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 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 | 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 | 4668 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1819 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J SNYDER VP FINANCE ADMI | PersonNm |
| Phone | 6102821100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2755 STATION AVENUE | AddressLine1Txt |
| City | CENTER VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18034 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| FR JAMES J GREENFIELD | ||||||||
| PRESIDENT | 50.00 | Yes (X) | Yes (X) | $1,013 | $0 | $71,008 | ||
| W DOUGLAS BROWN | ||||||||
| TRUSTEE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| FRANCIS J FORD JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FR RONALD W OLSZEWSKI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D STANLEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK DALICANDRO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK D BOYER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE PRISCO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV FRANCIS DANELLA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV BARRY STRONG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH C TRINKLE JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT J MOFFIT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH FITZPATRICK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS V WHALEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV MATTHEW HILLYARD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV LEWIS FIORELLI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV DAVID JAMES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER A GRAY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW W MARTINEZ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIA MONTERO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEENAN LYNCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN REILLY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN KUND NOLAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| GENE J MARINO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENISE M VON FUNK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY J IACOCCA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT SNYDER | ||||||||
| VP FINANCE & ADMINISTRATION | 53.00 | Yes (X) | $230,142 | $0 | $32,468 | 2.00 | ||
| DR GERARD JOYCE | ||||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | Yes (X) | $202,733 | $0 | $36,116 | |||
| DR DAVID GILFOIL | ||||||||
| VP, STRAT. PLANNING/BUSINESS INIT. | 45.00 | Yes (X) | $198,241 | $0 | $29,156 | |||
| LINDA ZERBE | ||||||||
| VP FOR STUDENT LIFE | 45.00 | Yes (X) | $161,186 | $0 | $21,383 | |||
| MARC ALBANESE | ||||||||
| VP FOR CAMPUS ENVIRONMENT | 50.00 | Yes (X) | $153,126 | $0 | $27,095 | |||
| MICHAEL SWEETANA | ||||||||
| DIRECTOR OF FINANCE & TREASURER | 55.00 | Yes (X) | $163,749 | $0 | $19,852 | |||
| PETER RAUTZHAN | ||||||||
| ASSOC VP ADMIN/SECRETARY | 45.00 | Yes (X) | $138,368 | $0 | $31,585 | |||
| BRO DANIEL WISNIEWSKI | ||||||||
| PROVOST | 55.00 | Yes (X) | $498 | $0 | $39,500 | |||
| FR KEVIN M NADOLSKI | ||||||||
| VP FOR MISSION | 45.00 | Yes (X) | $353 | $0 | $30,650 | |||
| CHERYL MURPHY | ||||||||
| VP FOR INSTITUTIONAL ADVANCEMENT | 45.00 | Yes (X) | $115,580 | $0 | $12,771 | |||
| SCOTT BLAIR | ||||||||
| VP FOR DIVERSITY, EQUITY & INCLUSION | 45.00 | Yes (X) | $37,266 | $0 | $8,972 | |||
| DR ROBERT BLUMENSTEIN | ||||||||
| DEAN OF UNDERGRADUATE STUDIES | 45.00 | $174,303 | $0 | $19,878 | Yes (X) | |||
| DR CHRISTOPHER COCOZZA | ||||||||
| CHAIR FOR DIVISION OF BUSINESS | 45.00 | $178,623 | $0 | $25,165 | Yes (X) | |||
| DR MARY ELIZABETH TADDUNI | ||||||||
| CHAIR FOR DIVISION OF NURSING | 45.00 | $174,324 | $0 | $20,454 | Yes (X) | |||
| DR CAROL MEST | ||||||||
| CHAIR OF GRADUATE NURSING | 45.00 | $155,775 | $0 | $18,565 | Yes (X) | |||
| DR WAYNE STUART | ||||||||
| CHAIR FOR DIV. OF HEALTHCARE PROF. | 45.00 | $154,336 | $0 | $27,330 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,239,616 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $471,948 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 47 | 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 |
|---|---|---|---|---|---|
| COMPUTER AID INC | |||||
| PO BOX 785526 | PHILADELPHIA | PA | 19178 | IT SERVICES | $1,299,940 |
| OBLATES OF ST FRANCIS DESALES | |||||
| 200 KENTMERE PARKWAY | WILMINGTON | DE | 19806 | MANAGEMENT & INSTR. | $938,823 |
| GODSHALL'S LANDSCAPE & HYDROSEED | |||||
| 1470 MACK BLVD | ALLENTOWN | PA | 18103 | LAWN, LANDSCAPING, SNOW SERVICES | $687,634 |
| VALLEY BUILDERS | |||||
| PO BOX 159 | EMMAUS | PA | 18049 | CONSTRUCTION | $684,821 |
| MORGAN STANLEY | |||||
| 515 WEST HAMILTON ST 7TH FL | ALLENTOWN | PA | 18101 | INVESTMENT SERVICES | $425,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $55,461 | FederatedCampaignsAmt |
| Fundraising | $364,077 | FundraisingAmt |
| Government Grants | $9,646,471 | GovernmentGrantsAmt |
| All Other Contributions | $2,445,506 | AllOtherContributionsAmt |
| Noncash Contributions | $246,158 | NoncashContributionsAmt |
| Total Contributions | $12,511,515 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HIGHER EDUCATION PROGRAM SERVICES | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $105,289,335 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,289,335 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $105,289,335 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,236,385 | TotalRevenueColumnAmt |
| Exclusion | $1,236,385 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $254,945 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $198,073 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $56,872 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,872 | TotalRevenueColumnAmt |
| Exclusion | $56,872 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,849,394 | SecuritiesAmt |
| Other | $1,800 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,397,284 | SecuritiesAmt |
| Other | $12,109 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,452,110 | SecuritiesAmt |
| Other | -$10,309 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,441,801 | TotalRevenueColumnAmt |
| Exclusion | $8,441,801 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $54,240 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $364,077 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $81,027 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$26,787 | TotalRevenueColumnAmt |
| Exclusion | -$26,787 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| BOOKSTORE COMMISSIONS | 721000 | $110,420 | $110,420 | |
| AUXILIARY SERVICES AND OTHER | 721000 | $32,006 | $32,006 | |
| VENDING REVENUE | 721000 | $2,128 | $2,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $144,554 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,653,675 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,289,335 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $32,006 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,820,819 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,090,422 | TotalAmt |
| Program Services | $43,090,422 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,541,536 | TotalAmt |
| Program Services | $439,480 | ProgramServicesAmt |
| Management And General | $944,183 | ManagementAndGeneralAmt |
| Fundraising | $157,873 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,402,087 | TotalAmt |
| Program Services | $28,680,161 | ProgramServicesAmt |
| Management And General | $840,317 | ManagementAndGeneralAmt |
| Fundraising | $881,609 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,265,545 | TotalAmt |
| Program Services | $1,156,859 | ProgramServicesAmt |
| Management And General | $68,680 | ManagementAndGeneralAmt |
| Fundraising | $40,006 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,161,226 | TotalAmt |
| Program Services | $5,632,093 | ProgramServicesAmt |
| Management And General | $334,364 | ManagementAndGeneralAmt |
| Fundraising | $194,769 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,335,547 | TotalAmt |
| Program Services | $2,134,968 | ProgramServicesAmt |
| Management And General | $126,748 | ManagementAndGeneralAmt |
| Fundraising | $73,831 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,984 | TotalAmt |
| Management And General | $88,984 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,742 | TotalAmt |
| Management And General | $107,742 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,160 | TotalAmt |
| Management And General | $47,160 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,563 | TotalAmt |
| Management And General | $463,563 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,277,487 | TotalAmt |
| Program Services | $2,644,159 | ProgramServicesAmt |
| Management And General | $633,328 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,199,942 | TotalAmt |
| Program Services | $1,198,387 | ProgramServicesAmt |
| Management And General | $1,555 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,736,738 | TotalAmt |
| Program Services | $2,467,856 | ProgramServicesAmt |
| Management And General | $74,649 | ManagementAndGeneralAmt |
| Fundraising | $194,233 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,201,939 | TotalAmt |
| Program Services | $3,042,846 | ProgramServicesAmt |
| Management And General | $89,557 | ManagementAndGeneralAmt |
| Fundraising | $69,536 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,058,609 | TotalAmt |
| Program Services | $3,058,609 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,635 | TotalAmt |
| Program Services | $254,702 | ProgramServicesAmt |
| Management And General | $2,132 | ManagementAndGeneralAmt |
| Fundraising | $2,801 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,452 | TotalAmt |
| Program Services | $247,969 | ProgramServicesAmt |
| Management And General | $23,311 | ManagementAndGeneralAmt |
| Fundraising | $16,172 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,420,297 | TotalAmt |
| Program Services | $1,420,297 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,287,373 | TotalAmt |
| Program Services | $8,287,373 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,058 | TotalAmt |
| Program Services | $700,058 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD SERVICE | $4,282,848 | $4,282,848 | |
| COVID EXPENSES | $1,511,383 | $1,511,282 | $101 |
| INSTRUCTIONAL EXPENSES | $1,052,284 | $1,052,284 | |
| EQUIPMENT & MAINTENANCE | $930,232 | $922,462 | $7,770 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,399,326 | TotalAmt |
| Program Services | $1,253,598 | ProgramServicesAmt |
| Management And General | $116,976 | ManagementAndGeneralAmt |
| Fundraising | $28,752 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,109,415 | TotalAmt |
| Program Services | $113,478,713 | ProgramServicesAmt |
| Management And General | $3,971,120 | ManagementAndGeneralAmt |
| Fundraising | $1,659,582 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,740 | BOYAmt |
| EOY | $7,740 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,798,425 | BOYAmt |
| EOY | $12,816,882 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,062,604 | BOYAmt |
| EOY | $1,111,184 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,210,183 | BOYAmt |
| EOY | $1,677,396 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,700,976 | BOYAmt |
| EOY | $2,405,897 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $658,759 | BOYAmt |
| EOY | $737,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $251,174,117 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $119,606,605 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,896,690 | BOYAmt |
| EOY | $131,567,512 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,312,099 | BOYAmt |
| EOY | $102,426,143 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,808,465 | BOYAmt |
| EOY | $13,035,955 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,755,874 | BOYAmt |
| EOY | $2,022,090 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,211,815 | BOYAmt |
| EOY | $267,808,643 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,516,258 | BOYAmt |
| EOY | $6,223,380 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,240,059 | BOYAmt |
| EOY | $5,270,736 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,610,348 | BOYAmt |
| EOY | $52,716,133 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,143,151 | BOYAmt |
| EOY | $5,563,692 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,581,899 | BOYAmt |
| EOY | $759,644 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,422,723 | BOYAmt |
| EOY | $1,139,238 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,514,438 | BOYAmt |
| EOY | $71,672,823 | 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 | $134,118,684 | BOYAmt |
| EOY | $148,228,140 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,578,693 | BOYAmt |
| EOY | $47,907,680 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,697,377 | BOYAmt |
| EOY | $196,135,820 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,211,815 | BOYAmt |
| EOY | $267,808,643 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,544,260 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,888,757 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,426 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $47,160 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $47,160 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $119,062,255 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $119,109,415 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $12,500 | CurrentYearMinus3Amt |
| Current Year Minus2 | $30,090 | CurrentYearMinus2Amt |
| Current Year Minus1 | $53,740 | CurrentYearMinus1Amt |
| Current Year | $47,160 | CurrentYearAmt |
| Total | $143,490 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $1,726,474 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,528,940 | BeginningYearBalanceAmt |
| Contributions | $2,169,241 | ContributionsAmt |
| Investment Earnings Or Losses | $18,026,068 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,793,614 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $463,563 | AdministrativeExpensesAmt |
| End Year Balance | $98,467,072 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,786,159 | BeginningYearBalanceAmt |
| Contributions | $2,962,432 | ContributionsAmt |
| Investment Earnings Or Losses | $2,284,152 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,272,892 | GrantsOrScholarshipsAmt |
| Other Expenditures | $820,728 | OtherExpendituresAmt |
| Administrative Expenses | $410,183 | AdministrativeExpensesAmt |
| End Year Balance | $80,528,940 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,295,142 | BeginningYearBalanceAmt |
| Contributions | $2,204,087 | ContributionsAmt |
| Investment Earnings Or Losses | $3,862,919 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,115,978 | GrantsOrScholarshipsAmt |
| Other Expenditures | $41,450 | OtherExpendituresAmt |
| Administrative Expenses | $418,561 | AdministrativeExpensesAmt |
| End Year Balance | $77,786,159 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,071,437 | BeginningYearBalanceAmt |
| Contributions | $1,898,825 | ContributionsAmt |
| Investment Earnings Or Losses | $6,421,279 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,054,107 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,961 | OtherExpendituresAmt |
| Administrative Expenses | $429,544 | AdministrativeExpensesAmt |
| End Year Balance | $73,874,929 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,497,153 | BeginningYearBalanceAmt |
| Contributions | $3,243,836 | ContributionsAmt |
| Investment Earnings Or Losses | $8,759,365 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,951,770 | GrantsOrScholarshipsAmt |
| Other Expenditures | $29,794 | OtherExpendituresAmt |
| Administrative Expenses | $447,353 | AdministrativeExpensesAmt |
| End Year Balance | $68,071,437 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.50000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,179,698 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,573,861 | OtherCostOrOtherBasisAmt |
| Book Value | $6,753,559 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,448,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,623,480 | DepreciationAmt |
| Book Value | $101,824,730 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,068,111 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,156,600 | DepreciationAmt |
| Book Value | $8,911,511 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,904,237 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,826,525 | DepreciationAmt |
| Book Value | $14,077,712 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $131,567,512 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE GOV'T LOAN FUNDS | $1,099,401 |
| LIABILITIES UNDER SPLIT INTEREST AGREEMENTS | $39,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,139,238 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $102,185,545 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $15,888,757 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$41,554,960 | OtherRevenueAmt |
| Revenue Not Reported | -$25,666,203 | RevenueNotReportedAmt |
| Revenue Subtotal | $127,851,748 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$198,073 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$198,073 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $127,653,675 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $77,281,110 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $198,073 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $198,073 | ExpensesNotReportedAmt |
| Expenses Subtotal | $77,083,037 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $42,026,378 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $42,026,378 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $119,109,415 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | PAINTINGS AND SCULPTURES ARE MAINTAINED AND USED BY THE THEATRE AND ARTS PROGRAMS FOR CLASS INSTRUCTIONAL PURPOSES. |
| PART IV, LINE 2B: | FUNDS FROM THE UNIVERSITY'S SUBSIDIARY ARE HELD AND INVESTED WITH THE UNIVERSITY'S ENDOWMENT FUNDS. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT FUNDS CONSIST OF VARIOUS FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES SUCH AS STUDENT SCHOLARSHIPS AND OPERATING PROGRAM SUPPORT. |
| 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. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2021 AND 2020. THE UNIVERSITY'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 5,426. SUBSIDIARY OPERATIONS 465,992. INVESTMENT FEES -463,563. SCHOLARSHIP ALLOWANCES -41,562,815. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -198,073. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 198,073. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP ALLOWANCES 41,562,815. INVESTMENT FEES 463,563. |
| SCHEDULE D, PART XI, LINE 4B: | INCLUDES ADJUSTMENTS FOR PELL AND PHEAA GRANTS WHICH ARE EXCLUDED FROM REVENUE UNDER FINANCIAL ACCOUNTING STANDARDS AND THE ADDITION OF SCHOLARSHIP ALLOWANCES WHICH ARE REPORTED AS NET REVENUE FOR THE AUDITED FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XII, LINE 4B: | INCLUDES ADJUSTMENTS FOR PELL AND PHEAA GRANTS WHICH ARE EXCLUDED FROM REVENUE UNDER FINANCIAL ACCOUNTING STANDARDS AND ADDED BACK SCHOLARSHIP ALLOWANCES WHICH ARE REPORTED AS NET REVENUE FOR THE AUDITED FINANCIAL STATEMENTS. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 6 | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY RECEIVED THE FOLLOWING FEDERAL AND STATE FINANCIAL AID ASSISTANCE FOR STUDENTS: FEDERAL PELL GRANTS, FEDERAL WORK STUDY PROGRAM, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, FEDERAL PERKINS LOANS, FEDERAL DIRECT STUDENT LOANS, PHEAA STATE GRANTS, PENNSYLVANIA INSTITUTIONAL ASSISTANCE GRANT, U.S DEPARTMENT OF HEALTH & HUMAN SERVICES NURSING STUDENT LOANS, AND NURSE FACULTY LOAN PROGRAMS. THE UNIVERSITY HAS NEITHER HAD FEDERAL NOR STATE FUNDS REVOKED OR SUSPENDED. AS A RESPONSE TO COVID 19, THE CORONAVIRUS AID RELIEF AND ECONOMICS SECURITY (CARES) ACT WAS ENACTED AND PROVIDED BUDGETARY RELIEF TO HIGHER EDUCATION INSTITUTIONS. THE UNIVERSITY RECEIVED HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF) FUNDING FOR STUDENTS AND THE UNIVERSITY. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $4,752,658 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | $8,042 | STUDY ABROAD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,760,700 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,760,700 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART I, LINE 3 | THE UNIVERSITY HAS INTERESTS IN HEDGE FUNDS AND A PRIVATE EQUITY FUND IN THE CARIBBEAN. THE MARKET VALUES OF THE INVESTMENTS IN THESE FUNDS ARE BEING REPORTED. THE UNIVERSITY HAS A STUDY ABROAD PROGRAM IN ITALY FOR STUDENTS OF THE UNIVERSITY. |
| SCHEDULE F, PART IV, LINES 1, 3, 4 AND 5: | THE ORGANIZATION HAS MADE TRANSFERS TO FOREIGN CORPORATIONS THAT EXCEEDED THE $100,000 FOR FILING FORMS 926. FORMS 926 HAVE BEEN INCLUDED IN THIS FILING. THE ORGANIZATION HAS OWNERSHIP INTERESTS IN CERTAIN FOREIGN PARTNERSHIPS WHICH HOLD PFICS WITHIN THEIR PORTFOLIOS, BUT THE ORGANIZATION DOES NOT HAVE A FILING REQUIREMENT WITH RESPECT TO THESE PFICS. THE ORGANIZATION HAS OWNERSHIP INTERESTS IN CERTAIN FOREIGN CORPORATIONS AND PARTNERSHIPS, HOWEVER, NO OWNERSHIP INTERESTS EXCEEDED THE THRESHOLD FOR REQUIRING THE FILING OF FORMS 5471 OR 8865. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER DANCE | Event1Nm |
| Gross Receipts Event1 | $100,937 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $95,237 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,700 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $3,609 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,367 | OtherDirectExpensesEvent1Amt |
| Event2 | UNIVERSITY OPEN | Event2Nm |
| Gross Receipts Event2 | $317,380 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $268,840 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $48,540 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $6,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $22,072 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $33,060 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $12,919 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $418,317 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $364,077 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $54,240 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $25,681 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $33,060 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,286 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $81,027 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$26,787 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| UNIVERSITY SCHOLARSHIPS | 1916 | $37,008,835 |
| FEDERAL AND STATE ASSISTANCE | 843 | $4,553,980 |
| CARES GRANT ASSISTANCE | 842 | $1,527,607 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AWARDED ON THE BASIS OF ACADEMIC ACHIEVEMENT AND DONOR RESIDENCE WHILE GRANTS ARE AWARDED ON THE BASIS OF FINANCIAL NEED, ACADEMIC ACHIEVEMENT, AND STANDARDS AS DESIGNATED BY THE U.S. DEPARTMENT OF EDUCATION. CONTRIBUTIONS TO OTHER ORGANIZATIONS ARE ONLY PROVIDED TO KNOWN NON-PROFITS. THE ORGANIZATION SUPPPORTS ITS RELATED ORGANIZATIONS AND LOCAL CHARITIES AND DOES NOT MONITOR THE FUNDS AFTER THEY ARE DISBURSED. NO GRANTS WERE GIVEN TO OTHER ORGANIZATIONS DURING THE FISCAL YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT SNYDER | ||||||||||||||
| VP FINANCE & ADMINISTRATION | $229,110 | $0 | $0 | $0 | $1,032 | $0 | $13,294 | $0 | $19,174 | $0 | $262,610 | $0 | $0 | $0 |
| DR GERARD JOYCE | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $202,181 | $0 | $0 | $0 | $552 | $0 | $11,833 | $0 | $24,283 | $0 | $238,849 | $0 | $0 | $0 |
| DR DAVID GILFOIL | ||||||||||||||
| VP, STRAT. PLANNING/BUSINESS INIT. | $195,193 | $0 | $0 | $0 | $3,048 | $0 | $10,260 | $0 | $18,896 | $0 | $227,397 | $0 | $0 | $0 |
| DR CHRISTOPHER COCOZZA | ||||||||||||||
| CHAIR FOR DIVISION OF BUSINESS | $178,107 | $0 | $0 | $0 | $516 | $0 | $8,920 | $0 | $16,245 | $0 | $203,788 | $0 | $0 | $0 |
| DR MARY ELIZABETH TADDUNI | ||||||||||||||
| CHAIR FOR DIVISION OF NURSING | $172,740 | $0 | $0 | $0 | $1,584 | $0 | $9,886 | $0 | $10,568 | $0 | $194,778 | $0 | $0 | $0 |
| DR ROBERT BLUMENSTEIN | ||||||||||||||
| DEAN OF UNDERGRADUATE STUDIES | $171,301 | $0 | $0 | $0 | $3,002 | $0 | $9,312 | $0 | $10,566 | $0 | $194,181 | $0 | $0 | $0 |
| MICHAEL SWEETANA | ||||||||||||||
| DIRECTOR OF FINANCE & TREASURER | $163,203 | $0 | $0 | $0 | $546 | $0 | $9,350 | $0 | $10,502 | $0 | $183,601 | $0 | $0 | $0 |
| LINDA ZERBE | ||||||||||||||
| VP FOR STUDENT LIFE | $159,644 | $0 | $0 | $0 | $1,542 | $0 | $9,264 | $0 | $12,119 | $0 | $182,569 | $0 | $0 | $0 |
| DR WAYNE STUART | ||||||||||||||
| CHAIR FOR DIV. OF HEALTHCARE PROF. | $152,871 | $0 | $0 | $0 | $1,465 | $0 | $8,846 | $0 | $18,484 | $0 | $181,666 | $0 | $0 | $0 |
| MARC ALBANESE | ||||||||||||||
| VP FOR CAMPUS ENVIRONMENT | $151,724 | $0 | $0 | $0 | $1,402 | $0 | $8,590 | $0 | $18,505 | $0 | $180,221 | $0 | $0 | $0 |
| DR CAROL MEST | ||||||||||||||
| CHAIR OF GRADUATE NURSING | $154,460 | $0 | $0 | $0 | $1,315 | $0 | $8,153 | $0 | $10,412 | $0 | $174,340 | $0 | $0 | $0 |
| PETER RAUTZHAN | ||||||||||||||
| ASSOC VP ADMIN/SECRETARY | $138,082 | $0 | $0 | $0 | $286 | $0 | $7,890 | $0 | $23,695 | $0 | $169,953 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | A SOCIAL CLUB MEMBERSHIP IS PAID BY THE UNIVERSITY FOR THE PRESIDENT TO CONDUCT UNIVERSITY BUSINESS. THE UNIVERSITY ALSO PAYS THE LEASE FOR THE UNIVERSITY PRESIDENT'S VEHICLE FOR PERSONAL USE. THE VICE-PRESIDENT OF INSTITUTIONAL ADVANCEMENT'S SOCIAL CLUB MEMBERSHIP IS PARTIALLY PAID BY THE UNIVERSITY IN ORDER TO CONDUCT UNIVERSITY BUSINESS AND IS TAXABLE INCOME TO THE EMPLOYEE. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| THE WASHINGTON TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| A | 232729453 | 2017-11-16 | $10,000,000 | CONSTRUCTION OF RESIDENCE, PROPERTY PURCHASE & CAMPUS IMPROVEMENTS | 0 | 0 | 0 |
| THE WASHINGTON TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| B | 232729453 | 2015-11-19 | $10,000,000 | CONSTRUCTION OF ATHLETIC FIELDS AND ELECTRICAL BUILDING | 0 | 0 | 0 |
| THE WASHINGTON TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| C | 232729453 | 2013-12-19 | $10,000,000 | CONSTRUCTION OF RESIDENCE UNITS | 0 | 0 | 0 |
| LEHIGH COUNTY GENERAL PURPOSE AUTHORITY | |||||||
| D | 911886539 | 2010-12-22 | $20,050,000 | RETIRED BOND AND CONSTRUCT ACADEMIC BUILDING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $340,000 | $10,000,000 | $92,681 | $9,907,319 | 2018 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $1,210,000 | $10,000,000 | $95,329 | $9,904,671 | 2016 | 0 | 0 | Yes (1) | Yes (1) | |
| C | $2,320,000 | $10,000,000 | $118,138 | $9,881,862 | 2014 | 0 | 0 | Yes (1) | Yes (1) | |
| D | $9,040,000 | $20,050,000 | $187,258 | $8,513,878 | 2013 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $11,348,864 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 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) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
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 |
|---|---|---|---|---|---|---|---|
| THE WASHINGTON TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| A | 232729453 | 2007-11-07 | $10,000,000 | CONSTRUCTION OF RESIDENCE HALL | 0 | 0 | 0 |
| UPPER SAUCON TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| B | 236000547 | 2004-10-29 | $6,300,000 | CONSTRUCTION OF RESIDENCE HALL | 0 | 0 | 0 |
| THE WASHINGTON TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| C | 232729453 | 2019-11-14 | $10,000,000 | RENOVATIONS TO SEVERAL ACADEMIC BUILDINGS, STUDENT CENTER & HVAC PURCHASE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $5,760,000 | $10,000,000 | $98,275 | $9,901,725 | 2009 | 0 | 0 | Yes (1) | Yes (1) |
| B | $4,545,000 | $6,300,000 | $100,000 | $6,200,000 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
| C | $10,000,000 | $98,671 | $9,901,329 | 2019 | 0 | 0 | Yes (1) | 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 | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REV LEWIS FIORELLI | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | PROVINCIAL OF THE OBLATES OF ST. FRANCIS DE SALES & TRUSTEE FOR DESALES | RelationshipDescriptionTxt |
| Transaction | $938,823 | TransactionAmt |
| Transaction | REV. LEWIS FIORELLI IS THE PROVINCIAL OF THE OBLATES OF ST. FRANCIS DE SALES. THE UNIVERSITY CONTRACTS WITH THE OBLATES TO PROVIDE SEVERAL FACULTY AND ADMINISTATIVE POSITIONS. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $235,992 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MEDICAL EQUIPMENT | 2 | $6,627 | COMPARABLE SALES |
| Yes (X) | FURNITURE | 1 | $2,000 | COMPARABLE SALES |
| Yes (X) | CIGARS | 1 | $1,139 | COMPARABLE SALES |
| Yes (X) | CLOTHING AND ACCESSORIES | 1 | $400 | COMPARABLE SALES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FATHER FIORELLI IS THE PROVENCIAL OF THE OBLATES OF SAINT FRANCIS OF DE SALES (OBLATES). THE UNIVERSITY CONTRACTS WITH THE OBLATES TO PROVIDE SEVERAL FACULTY AND ADMINISTRATORS, INCLUDING PROFESSIONAL SERVICES FOR THE PRESIDENT OF THE UNIVERSITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FINANCE PERSONNEL PERFORM AN INITIAL REVIEW OF THE FORM 990. ONCE THEY ARE SATISFIED, THE AUDIT COMMITTEE, A BOARD SUB-COMMITTEE, REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS SUBMISSION. THE FORM 990 IS THEN MADE AVAILABLE TO THE FULL BOARD AFTER APPROVAL BY THE AUDIT COMMITTEE AND PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, TRUSTEES AND EMPLOYEES WITH PURCHASING, FINANCIAL AND BUDGETARY RESPONSIBILITIES RECEIVE THE CONFLICT OF INTEREST POLICY ANNUALLY AND ARE ASKED TO ACKNOWLEDGE RECEIPT AND COMPLIANCE WITH THE POLICY BY SIGNING THE DOCUMENT AND DISCLOSING CONFLICTS. THE POLICY EXPRESSLY MENTIONS FAMILY AND BUSINESS RELATIONSHIPS AS HAVING POTENTIAL AS SOURCES OF CONFLICTS. IF CONFLICTS ARISE AND CANNOT BE QUICKLY RESOLVED, THE UNIVERSITY'S SECRETARY WILL INFORM THE AUDIT COMMITTEE. THE AUDIT COMMITTEE INFORMS THE BOARD OF TRUSTEES WHO WILL DECIDE WHAT ACTION TO TAKE. THE BOARD WILL ANALYZE THE MATERIAL FACTS AND WILL DOCUMENT ALL DECISIONS REGARDING CONFLICTS IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR FISCAL YEAR 2021, THE GOVERNANCE COMMITTEE OF THE BOARD REVIEWED AND APPROVED THE PRESIDENT'S AND VICE PRESIDENTS' SALARIES. IN GENERAL, SALARIES ARE COMPARED TO RELEVANT INDUSTRY BENCHMARKS TO ENSURE COMPENSATION REMAINS WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. NOTE THE COMPENSATION AMOUNT FOR THE PRESIDENT OF THE UNIVERSITY IS PAID TO THE OBLATES OF SAINT FRANCIS DE SALES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED ON AN AS-NEEDED BASIS AND THEIR RELEASE IS DEPENDENT UPON THE PARTICULAR REQUEST. THE DISCLOSURE OF THESE DOCUMENTS IS NOT REQUIRED UNDER PENNSYLVANIA NON-PROFIT LAW. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 5,426. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| PENNSYLVANIA SHAKESPEARE FESTIVAL | ||||||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | 232655672 | PROFESSIONAL THEATRE COMPANY | PA | 501(C)(3) | LINE 10 | N/A | 0 |
| FORUM FOR ETHICS IN THE WORKPLACE | ||||||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | 251893421 | ETHICS DISCUSSIONS | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |