SAINT FRANCIS UNIVERSITY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SAINT FRANCIS UNIVERSITY (EIN 25-1024358)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-09
- IRS object ID
- 202241299349302294
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T11:50:14-05:00 | 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 | 251024358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT FRANCIS UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 8144723006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 600 | AddressLine1Txt |
| City | LORETTO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 159400600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY L SAVINO | PersonNm |
| Person Title | VP OF FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 8144723006 | PhoneNum |
| Signature | 2022-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | SAVINO | 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 | JEFFREY L SAVINO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 600 | AddressLine1Txt |
| City | LORETTO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 159400600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $120,683,356 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRANCIS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1847 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | NON-PROFIT EDUCATIONAL INSTITUTION LOCATED IN LORETTO, PENNSYLVANIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 1392 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $270,251 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,325,916 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,242,508 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $80,533,788 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $84,263,693 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,233,482 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,642,594 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,759,446 | PYOtherRevenueAmt |
| CY Other Revenue | $3,536,322 | CYOtherRevenueAmt |
| PY Total Revenue | $95,852,632 | PYTotalRevenueAmt |
| CY Total Revenue | $103,685,117 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $31,577,590 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,816,941 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,607,753 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,669,269 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,055,818 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,345,060 | PYOtherExpensesAmt |
| CY Other Expenses | $26,196,265 | CYOtherExpensesAmt |
| PY Total Expenses | $93,530,403 | PYTotalExpensesAmt |
| CY Total Expenses | $96,682,475 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,322,229 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,002,642 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $135,827,926 | TotalAssetsBOYAmt |
| Total Assets EOY | $151,334,265 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,184,641 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,450,645 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $94,643,285 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $110,883,620 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A MIND FOR EXCELLENCE: SAINT FRANCIS UNIVERSITY OFFERS HIGHER EDUCATION IN AN ENVIRONMENT GUIDED BY CATHOLIC VALUES AND TEACHINGS, AND INSPIRED BY THE EXAMPLE OF OUR PATRON, SAINT FRANCIS OF ASSISI. CONTINUED ON SCHEDULE "O".THE OLDEST FRANCISCAN INSTITUTION OF HIGHER LEARNING IN THE UNITED STATES, SAINT FRANCIS UNIVERSITY IS AN INCLUSIVE LEARNING COMMUNITY THAT WELCOMES ALL PEOPLE.A SPIRIT FOR PEACE AND JUSTICE: UNIVERSITY PROGRAMS AND ACTIVITIES FOSTER SUCH FRANCISCAN VALUES AS A HUMBLE AND GENEROUS ATTITUDE TOWARD LEARNING, RESPECT FOR DIVERSITY AND THE UNIQUENESS OF INDIVIDUAL PERSONS, UNDERSTANDING OF ETHICAL ISSUES, AND REVERENCE FOR ALL LIFE. WITH A SPIRIT OF SIMPLICITY AND JOY, WE PROVIDE OPPORTUNITIES FOR THE UNIVERSITY COMMUNITY TO THINK CRITICALLY AND ANALYTICALLY, COMMUNICATE EFFECTIVELY, AND INTEGRATE THEORY AND PRACTICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $75,641,478 | ExpenseAmt |
| Grant | $33,816,941 | GrantAmt |
| Revenue | $84,263,693 | RevenueAmt |
| Desc | SAINT FRANCIS UNIVERSITY ("SFU"), FOUNDED IN 1847 BY THE FRANCISCANS OF THE THIRD ORDER REGULAR, IS THE OLDEST FRANCISCAN COLLEGE IN THE NATION. LOCATED IN LORETTO, PA, THE UNIVERSITY IS AN INTEGRAL PART OF THE REGION, PROVIDING HIGHER EDUCATION, CULTURAL EVENTS, PERFORMING ARTS, ATHLETIC COMPETITION, AND NUMEROUS COMMUNITY OUTREACH PROGRAMS FOR CAMBRIA COUNTY AND BEYOND. OVER 98% OF THE UNIVERSITY'S UNDERGRADUATE STUDENTS RECEIVE SOME SORT OF FINANCIAL AID. SFU PROVIDES EDUCATIONAL OPPORTUNITIES TO THE COMMUNITY AND SERVES BOTH TRADITIONAL AND NON-TRADITIONAL STUDENTS. IN ADDITION TO SFU'S MAIN CAMPUS LOCATION IN LORETTO, THE UNIVERSITY CONDUCTS INSTRUCTION AT VARIOUS LOCATIONS IN WESTERN AND CENTRAL PA IN BOTH UNDERGRADUATE AND GRADUATE PROGRAMS. CONTINUED ON "SCHEDULE O".SFU CURRENTLY HAS APPROXIMATELY 1,439 FULL-TIME AND 218 PART-TIME UNDERGRADUATE STUDENTS AND 490 GRADUATE STUDENTS. ALL FULL-TIME UNDERGRADUATE STUDENTS ARE REQUIRED TO PERFORM COMMUNITY SERVICE. SFU ESTIMATES THAT OVER 6,000 HOURS WERE DEDICATED TO SERVICE BY SFU STUDENTS.THE UNIVERSITY'S CENTERS OFFER A WIDE VARIETY OF SERVICES FOR THE AREA: THE SMALL BUSINESS DEVELOPMENT CENTER (SBDC) PROVIDES EXPERTISE IN FINANCING, MARKETING, AND OPERATIONAL MANAGEMENT TO LOCAL BUSINESSES AND ENTREPRENEURS. THESE PROJECTS ARE FUNDED THROUGH FEDERAL AND STATE GRANTS AND SERVICES ARE PROVIDED TO BUSINESSES AT NO COST.THE DOROTHY DAY CENTER SERVES AS THE MAJOR ARM OF OUTREACH FOR THE UNIVERSITY THROUGH FAITH, EDUCATIONAL, AND SOCIAL SERVICES. THE CENTER OFFERS A VARIETY OF ASSISTANCE TO THE ECONOMICALLY DISADVANTAGED, INCLUDING EMERGENCY FINANCIAL AID, FOOD, AND CLOTHING, AS WELL AS DIRECT STUDENT ASSISTANCE THROUGH MANY VOLUNTEER PROGRAMS. MAJOR PROGRAMS INCLUDE THE SMILE AND PLUS-1 PROGRAMS. THESE PROGRAMS USE UNIVERSITY STAFF AND STUDENTS TO WORK WITH ECONOMICALLY DISADVANTAGED YOUTH OF THE AREA, IN THE AREAS OF READING SKILLS, TUTORING, AND OTHER LIFE EXPERIENCE SKILLS.THE UPWARD BOUND CENTER IS A FEDERAL PROGRAM FUNDED BY THE U.S. DEPARTMENT OF EDUCATION AND DESIGNED TO PREPARE LOW INCOME, POTENTIAL FIRST-GENERATION COLLEGE STUDENTS FOR THE RIGORS OF POST-SECONDARY EDUCATION. PROVIDED AT NO COST TO THE PARTICIPANTS, THE PROGRAM OFFERS A WIDE VARIETY OF ACADEMIC, CAREER, AND CULTURAL DEVELOPMENT ACTIVITIES FOR STUDENTS. FROM SEPTEMBER TO MAY, STUDENTS PARTICIPATE IN SATURDAY FOLLOW-UPS HELD ON CAMPUS AND TUTORIALS HELD AFTER SCHOOL IN THEIR COMMUNITIES. ADDITIONAL ACADEMIC YEAR ACTIVITIES INCLUDE COLLEGE VISITS, SAT CRAM SESSIONS, AND COLLEGE FAIRS. DURING THE SIX-WEEK RESIDENTIAL SUMMER PROGRAM, STUDENTS ATTEND FIVE ACADEMIC CLASSES EACH DAY AND PARTICIPATE IN A WIDE VARIETY OF CAREER AND CULTURAL ACTIVITIES. ON AVERAGE, 93% OF UPWARD BOUND STUDENTS GO ON TO COLLEGE IMMEDIATELY AFTER HIGH SCHOOL. AFTER COMPLETING HIGH SCHOOL, 80% OF UPWARD BOUND GRADUATES EARN A COLLEGE DEGREE WITHIN FIVE YEARS.THE UNIVERSITY HOSTS APPROXIMATELY 360 HIGH SCHOOL STUDENTS IN A VARIETY OF ACADEMIC PROGRAMS INCLUDING SCIENCE DAY AND BUSINESS DAY. THESE SERVICES ARE PROVIDED TO PARTICIPANTS AT LITTLE OR NO COST. THEY INCLUDE A DAY OF WORKING WITH VARIOUS UNIVERSITY PROFESSORS, GUEST PROFESSORS, AND STUDENTS TO PRESENT AREA HIGH SCHOOL STUDENTS WITH THE OPPORTUNITY TO EXPERIENCE EXCITING TOPICS IN VARIOUS CONCENTRATIONS. ADDITIONALLY, THE UNIVERSITY HOSTS FORENSIC COMPETITIONS FOR HIGH SCHOOLS IN THE REGION AND WEEK LONG SCIENCE ACADEMIES AND KID SCIENCE CAMPS ALL THROUGH THE SUMMER MONTHS FOR ALL AGE GROUPS. | Desc |
| Total Program Service Expenses | $75,641,478 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 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 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2931 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1392 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | FR | ForeignCountryCd |
| 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY L SAVINO VP FINANCE ADM | PersonNm |
| Phone | 8144723261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 600 | AddressLine1Txt |
| City | LORETTO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 159400600 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE T GIANNONE | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| REV MALACHI VAN TASSELL TOR | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL CALANDRA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH J HOROHO JR ESQ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACQUELINE MARTELLA RPH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL S MCGRATH JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN MILLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HON JUDITH FERENCE OLSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK PASQUALONE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERESA K POLLEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK QUITONI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEAN PAYNE ROGERS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL R SANSONE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRITTNI SMALLWOOD-MOORE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN SULLIVAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JAMES TAKACS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOY THOMA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV JUDE VENTIQUATTRO TOR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV PATRICK WHITTLE TOR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV VINCENT YEAGER TOR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV GREGORY PLOW | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VERY REV JOSEPH LEHMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV JONATHAN ST ANDRE TOR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JAMES BURKE 88 | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN JACK ECKENRODE 74 | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV DOMINIC FOSTER TOR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV DANIEL KLIMEK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH F WATERMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BR NATHAN MECKEY TOR | ||||||||
| TRUSTEE (UNTIL 03/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV LUKE ROBERTSON TOR | ||||||||
| TRUSTEE (UNTIL 09/2020) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK C MONTECALVO EDD | ||||||||
| VP FOR STUDENT DEVELOPMENT | 35.00 | Yes (X) | $153,747 | $0 | $20,642 | 1.00 | ||
| JEFFREY L SAVINO | ||||||||
| VP FOR FINANCE AND ADMINISTRATION | 40.00 | Yes (X) | $149,408 | $0 | $21,390 | 1.00 | ||
| ROBERT J CRUSCIEL JR | ||||||||
| VP FOR ADVANCEMENT | 40.00 | Yes (X) | $146,554 | $0 | $21,390 | |||
| EDWARD J TIMMONS | ||||||||
| PROF. OF ECONOMICS/DIR. KNEE CENTER | 35.00 | $185,017 | $0 | $22,364 | Yes (X) | |||
| RANDY L FRYE | ||||||||
| DEAN OF BUSINESS | 35.00 | $171,249 | $0 | $22,143 | Yes (X) | |||
| ROBERT S KRIMMEL JR | ||||||||
| HEAD MEN'S BASKETBALL COACH | 35.00 | $150,209 | $0 | $19,743 | Yes (X) | |||
| CHRISTOPHER H VILLARRIAL | ||||||||
| HEAD FOOTBALL COACH | 35.00 | $138,209 | $0 | $17,482 | Yes (X) | |||
| PETER R SKONER | ||||||||
| DEAN OF SCHOOL OF STEAM | 35.00 | $137,209 | $0 | $9,641 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,231,602 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $154,795 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 41 | 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 |
|---|---|---|---|---|---|
| PARKHURST DINING SERVICES | |||||
| PO BOX 644091 | PITTSBURGH | PA | 152644091 | DINING SERVICES | $3,011,622 |
| COLLEGIS EDUCATION | |||||
| 1415 WEST 22ND ST STE 200 | OAK BROOK | IL | 60523 | CONSULTING SERVICES | $2,150,510 |
| JOHNSTON MECHANICAL LLC | |||||
| 2019 E PLEASANT VALLEY BLVD | ALTOONA | PA | 16602 | CONSTRUCTION SERVICES | $913,320 |
| GOOGLE LLC | |||||
| PO BOX 39000 | SAN FRANCISCO | CA | 94139 | MARKETING SERVICES | $411,755 |
| JENZABAR INC | |||||
| PO BOX 55018 | BOSTON | MA | 022055018 | IT SERVICES | $379,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $124,029 | FundraisingAmt |
| Government Grants | $5,245,504 | GovernmentGrantsAmt |
| All Other Contributions | $5,872,975 | AllOtherContributionsAmt |
| Noncash Contributions | $207,525 | NoncashContributionsAmt |
| Total Contributions | $11,242,508 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $71,115,131 | $71,115,131 |
| ROOM AND BOARD | 611710 | $13,148,562 | $13,148,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $84,263,693 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $956,113 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,067 | UnrelatedBusinessRevenueAmt |
| Exclusion | $950,046 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,071 | TotalRevenueColumnAmt |
| Exclusion | $18,071 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,650 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,650 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,650 | TotalRevenueColumnAmt |
| Exclusion | $8,650 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,632,837 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,888,299 | SecuritiesAmt |
| Other | $58,057 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,744,538 | SecuritiesAmt |
| Other | -$58,057 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,686,481 | TotalRevenueColumnAmt |
| Exclusion | $3,686,481 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $29,908 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $124,029 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $51,883 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$21,975 | TotalRevenueColumnAmt |
| Exclusion | -$21,975 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ATHLETIC INCOME | 611710 | $1,206,852 | $1,206,852 | |
| CATERING & DINNING | 722320 | $755,107 | $743,056 | $12,051 |
| LAPTOP SALES | 900099 | $561,302 | $561,302 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,008,315 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $252,133 | UnrelatedBusinessRevenueAmt |
| Exclusion | $756,182 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,531,576 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,685,117 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $84,263,693 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $270,251 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,908,665 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,475 | TotalAmt |
| Program Services | $28,475 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,788,466 | TotalAmt |
| Program Services | $33,788,466 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,747 | TotalAmt |
| Program Services | $298,496 | ProgramServicesAmt |
| Management And General | $226,638 | ManagementAndGeneralAmt |
| Fundraising | $12,613 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,119,725 | TotalAmt |
| Program Services | $15,053,800 | ProgramServicesAmt |
| Management And General | $11,429,812 | ManagementAndGeneralAmt |
| Fundraising | $636,113 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,063,538 | TotalAmt |
| Program Services | $859,500 | ProgramServicesAmt |
| Management And General | $175,101 | ManagementAndGeneralAmt |
| Fundraising | $28,937 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000,243 | TotalAmt |
| Program Services | $4,949,071 | ProgramServicesAmt |
| Management And General | $957,229 | ManagementAndGeneralAmt |
| Fundraising | $93,943 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,948,016 | TotalAmt |
| Program Services | $1,584,248 | ProgramServicesAmt |
| Management And General | $318,589 | ManagementAndGeneralAmt |
| Fundraising | $45,179 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,506 | TotalAmt |
| Program Services | $204,089 | ProgramServicesAmt |
| Management And General | $16,417 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,804 | TotalAmt |
| Management And General | $82,804 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,860 | TotalAmt |
| Management And General | $394,860 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,415,590 | TotalAmt |
| Program Services | $2,344,182 | ProgramServicesAmt |
| Management And General | $3,014,663 | ManagementAndGeneralAmt |
| Fundraising | $56,745 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,115 | TotalAmt |
| Program Services | $145,423 | ProgramServicesAmt |
| Management And General | $547,692 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,432,045 | TotalAmt |
| Program Services | $1,528,684 | ProgramServicesAmt |
| Management And General | $868,790 | ManagementAndGeneralAmt |
| Fundraising | $34,571 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,571 | TotalAmt |
| Program Services | $11,317 | ProgramServicesAmt |
| Management And General | $760,426 | ManagementAndGeneralAmt |
| Fundraising | $21,828 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,258,627 | TotalAmt |
| Program Services | $1,625,517 | ProgramServicesAmt |
| Management And General | $633,110 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839,235 | TotalAmt |
| Program Services | $805,871 | ProgramServicesAmt |
| Management And General | $26,171 | ManagementAndGeneralAmt |
| Fundraising | $7,193 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,161 | TotalAmt |
| Program Services | $15,012 | ProgramServicesAmt |
| Management And General | $35,954 | ManagementAndGeneralAmt |
| Fundraising | $195 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,164,470 | TotalAmt |
| Program Services | $1,164,470 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,756,487 | TotalAmt |
| Program Services | $4,756,487 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,618 | TotalAmt |
| Program Services | $341,611 | ProgramServicesAmt |
| Management And General | $312,007 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE EXPENSE | $1,380,960 | $1,380,960 | ||
| COVID EXPENSES | $709,775 | $709,775 | ||
| EDUCATIONAL EXPENSES | $528,247 | $387,349 | $54,414 | $86,484 |
| BAD DEBT EXPENSE | $399,984 | $399,984 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,421,210 | TotalAmt |
| Program Services | $3,258,691 | ProgramServicesAmt |
| Management And General | $130,502 | ManagementAndGeneralAmt |
| Fundraising | $32,017 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,682,475 | TotalAmt |
| Program Services | $75,641,478 | ProgramServicesAmt |
| Management And General | $19,985,179 | ManagementAndGeneralAmt |
| Fundraising | $1,055,818 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,175 | BOYAmt |
| EOY | $10,175 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,154,092 | BOYAmt |
| EOY | $7,719,447 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,781,535 | BOYAmt |
| EOY | $368,362 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,686,512 | BOYAmt |
| EOY | $2,887,552 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $966,830 | BOYAmt |
| EOY | $849,394 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,689 | BOYAmt |
| EOY | $255,011 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $890,799 | BOYAmt |
| EOY | $1,012,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $141,637,667 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,967,334 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,656,556 | BOYAmt |
| EOY | $70,670,333 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,230,663 | BOYAmt |
| EOY | $60,710,415 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,170,729 | BOYAmt |
| EOY | $2,763,112 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,994,346 | BOYAmt |
| EOY | $4,087,952 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,827,926 | BOYAmt |
| EOY | $151,334,265 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,802,937 | BOYAmt |
| EOY | $5,267,209 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,489,597 | BOYAmt |
| EOY | $3,043,558 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,320,208 | BOYAmt |
| EOY | $24,514,449 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,143,498 | BOYAmt |
| EOY | $5,200,410 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,428,401 | BOYAmt |
| EOY | $2,425,019 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,184,641 | BOYAmt |
| EOY | $40,450,645 | 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 | $44,703,439 | BOYAmt |
| EOY | $49,562,589 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,939,846 | BOYAmt |
| EOY | $61,321,031 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,643,285 | BOYAmt |
| EOY | $110,883,620 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,827,926 | BOYAmt |
| EOY | $151,334,265 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,002,642 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,216,674 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $21,019 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,048,590 | BeginningYearBalanceAmt |
| Contributions | $4,169,532 | ContributionsAmt |
| Investment Earnings Or Losses | $13,390,376 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,267,261 | GrantsOrScholarshipsAmt |
| End Year Balance | $64,341,237 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,785,750 | BeginningYearBalanceAmt |
| Contributions | $723,009 | ContributionsAmt |
| Investment Earnings Or Losses | $606,837 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,067,006 | GrantsOrScholarshipsAmt |
| End Year Balance | $50,048,590 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,589,454 | BeginningYearBalanceAmt |
| Contributions | $1,138,219 | ContributionsAmt |
| Investment Earnings Or Losses | $3,104,445 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,046,368 | GrantsOrScholarshipsAmt |
| End Year Balance | $50,785,750 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,843,105 | BeginningYearBalanceAmt |
| Contributions | $405,633 | ContributionsAmt |
| Investment Earnings Or Losses | $3,343,981 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,976,537 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,728 | OtherExpendituresAmt |
| End Year Balance | $48,589,454 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,076,267 | BeginningYearBalanceAmt |
| Contributions | $520,454 | ContributionsAmt |
| Investment Earnings Or Losses | $5,495,569 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,917,452 | GrantsOrScholarshipsAmt |
| Other Expenditures | $331,733 | OtherExpendituresAmt |
| End Year Balance | $46,843,105 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17138 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47381 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35481 | 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 | $380,284 | OtherCostOrOtherBasisAmt |
| Book Value | $380,284 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $101,573,127 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,531,523 | DepreciationAmt |
| Book Value | $60,041,604 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,892,495 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,658,371 | DepreciationAmt |
| Book Value | $5,234,124 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,791,761 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,777,440 | DepreciationAmt |
| Book Value | $5,014,321 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $70,670,333 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT DEPOSITS AND PREPAYMENTS | $337,012 |
| ANNUITIES PAYABLE | $54,470 |
| ADVANCE FROM FEDERAL GOVERNMENT FOR STUDENT LOANS | $792,853 |
| OBLIGATIONS UNDER CAPITAL LEASES | $98,728 |
| DUE TO RELATED PARTIES | $51,024 |
| OBLIGATIONS UNDER OPERATING LEASES | $1,090,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,425,019 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $79,521,904 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,216,674 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$33,431,770 | OtherRevenueAmt |
| Revenue Not Reported | -$24,215,096 | RevenueNotReportedAmt |
| Revenue Subtotal | $103,737,000 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$51,883 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$51,883 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $103,685,117 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $63,304,796 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $70,507 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $70,507 | ExpensesNotReportedAmt |
| Expenses Subtotal | $63,234,289 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $33,448,186 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $33,448,186 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $96,682,475 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE UNIVERSITY'S COLLECTIONS ARE COMPRISED OF BOOKS AND PAINTINGS AND CONGRESSMAN SHUSTER'S ARCHIVES. EACH OF THE ITEMS IS CATALOGED FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CULTURAL PURPOSES, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. |
| PART V, LINE 4: | THE PRIMARY PURPOSE OF THE ENDOWMENTS IS TO PROVIDE STUDENT SCHOLARSHIPS AND AWARDS. ALSO, A PORTION OF THE ENDOWMENTS FUND VARIOUS TECHNOLOGY PROGRAMS AND SPONSORED CHAIR EVENTS FOR STUDENTS AND THE UNIVERSITY. |
| PART X, LINE 2: | THE UNIVERSITY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING 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 IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN FISCAL 2021 AND 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN THE VALUATION OF SPLIT-INTEREST AGREEMENTS 21,019. SCHOLARSHIP ALLOWANCES NETTED AGAINST TUITION ON F/S -33,053,326. REVENUE REPORTED ON 990 OF AFFILIATE -4,603. INVESTMENT EXPENSES NETTED AGAINST REVENUE ON F/S -394,860. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -51,883. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 51,883. EXPENSES REPORTED ON 990 OF AFFILIATE 18,624. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP ALLOWANCES NETTED AGAINST TUITION ON F/S 33,053,326. INVESTMENT EXPENSES NETTED AGAINST REVENUE ON F/S 394,860. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED IN LOCAL NEWSPAPERS AND OTHER PRINT MEDIA OF GENERAL CIRCULATION. THE POLICY IS ALSO ACCESSIBLE VIA THE UNIVERSITY'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | SCHOLARSHIPS/GRANTS ARE AWARDED TO STUDENTS BASED UPON THE ACADEMIC PROFILE OF THE STUDENT AND DEMONSTRATED FINANCIAL NEED. IN DETERMINING FINANCIAL NEED, THE U.S. DEPARTMENT OF EDUCATION'S APPROVED NEEDS ANALYSIS SYSTEM (CONGRESSIONAL METHODOLOGY) IS UTILIZED TO ENSURE INSTITUTIONAL COMPLIANCE WITH ALL APPLICABLE FEDERAL REGULATIONS (TITLE IV PROGRAMS), STATE GUIDELINES, AND UNIVERSITY POLICY IN THE DISTRIBUTION OF FINANCIAL AID. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RegionTxt |
| Offices | 1 | OfficesCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | STUDY ABROAD PROGRAM | SpecificServicesProvidedTxt |
| Region Total Expenditures | $209,280 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $209,280 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $209,280 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ATHLETICS CLAY SHOOT | Event1Nm |
| Gross Receipts Event1 | $65,260 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $43,865 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,395 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $21,413 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $4,002 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $53,593 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $45,080 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,513 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $9,030 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $4,007 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $35,084 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $35,084 | CharitableContriOtherEventsAmt |
| Cash Prizes Other Events | $10,000 | CashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $75 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,356 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $153,937 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $124,029 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $29,908 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $10,000 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,443 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $75 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,365 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $51,883 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$21,975 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORETTO BOROUGH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 35 | AddressLine1Txt |
| City | LORETTO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 251377455 | RecipientEIN |
| IRC Section | N/A | IRCSectionDesc |
| Cash Grant | $23,375 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | CONTRIBUTIONS FOR FINANCIAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| INSTITUTIONAL SCHOLARSHIPS | 1751 | $31,825,365 | $0 | N/A | N/A |
| ENDOWED SCHOLARSHIPS | 289 | $1,227,961 | $0 | N/A | N/A |
| HEERF CARES ACT STUDENT GRANT | 744 | $735,140 | $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 | SCHOLARSHIP FUNDS ARE AWARDED TO STUDENTS WHO MEET THE FINANCIAL REQUIREMENTS AS DEMONSTRATED BY THE RESULTS FROM FEDERAL FREE APPLICATION FOR FEDERAL STUDENT AID. ENDOWED SCHOLARSHIP RECIPIENTS ALSO MEET THE SPECIFIC CRITERIA AS IDENTIFIED BY THE DONORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD J TIMMONS | ||||||||||||||
| PROF. OF ECONOMICS/DIR. KNEE CENTER | $185,017 | $0 | $0 | $0 | $0 | $0 | $5,002 | $0 | $17,362 | $0 | $207,381 | $0 | $0 | $0 |
| RANDY L FRYE | ||||||||||||||
| DEAN OF BUSINESS | $171,249 | $0 | $0 | $0 | $0 | $0 | $4,697 | $0 | $17,446 | $0 | $193,392 | $0 | $0 | $0 |
| FRANK C MONTECALVO EDD | ||||||||||||||
| VP FOR STUDENT DEVELOPMENT | $153,747 | $0 | $0 | $0 | $0 | $0 | $4,100 | $0 | $16,542 | $0 | $174,389 | $0 | $0 | $0 |
| JEFFREY L SAVINO | ||||||||||||||
| VP FOR FINANCE AND ADMINISTRATION | $149,408 | $0 | $0 | $0 | $0 | $0 | $3,908 | $0 | $17,482 | $0 | $170,798 | $0 | $0 | $0 |
| ROBERT S KRIMMEL JR | ||||||||||||||
| HEAD MEN'S BASKETBALL COACH | $150,209 | $0 | $0 | $0 | $0 | $0 | $3,201 | $0 | $16,542 | $0 | $169,952 | $0 | $0 | $0 |
| ROBERT J CRUSCIEL JR | ||||||||||||||
| VP FOR ADVANCEMENT | $146,554 | $0 | $0 | $0 | $0 | $0 | $3,908 | $0 | $17,482 | $0 | $167,944 | $0 | $0 | $0 |
| CHRISTOPHER H VILLARRIAL | ||||||||||||||
| HEAD FOOTBALL COACH | $138,209 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,482 | $0 | $155,691 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|---|---|---|---|
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS 2012 LL2 | ||||||||
| A | 232243852 | 70917SCP6 | 2012-10-31 | $8,604,432 | SEE PART VI | 0 | 0 | 0 |
| CAMBRIA COUNTY GENERAL FINANCING AUTHORITY REVENUE BONDS 2017 PP3 | ||||||||
| B | 251452190 | 132034ANP | 2017-10-25 | $21,620,000 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $5,195,000 | $8,604,432 | $860,487 | $136,012 | $8,468,420 | 2013 | 0 | Yes (1) | 0 | Yes (1) | |
| B | $21,620,000 | $1,920,157 | $253,692 | $18,153,129 | 2020 | 0 | Yes (1) | 0 | Yes (1) | $1,293,120 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 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) |
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 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, BOND ISSUES: | FormAndLineReferenceDesc |
| Explanation | (A) ISSUER NAME: PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS 2012 LL2 (F) DESCRIPTION OF PURPOSE: REFINANCE 2003 BONDS (A) ISSUER NAME: CAMBRIA COUNTY GENERAL FINANCING AUTHORITY REVENUE BONDS 2017 PP3 (F) DESCRIPTION OF PURPOSE: REFINANCE 2011 BONDS AND CAPITAL PROJECTS | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $25 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR COST | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $10,259 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $177,823 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | CLOSING COST | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $764 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT CARDS | 2 | $13,450 | DONOR COST |
| Yes (X) | TRAVEL & LODGING | 2 | $2,004 | DONOR COST |
| Yes (X) | ROCKS & MINERALS | 1 | $2,000 | DONOR COST |
| Yes (X) | BRANDING | 1 | $1,200 | DONOR COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| 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 DONORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE MINISTER PROVINCIAL OF THE PROVINCE OF THE MOST SACRED HEART AND THE PRESIDENT OF THE UNIVERSITY ARE EX OFFICIO MEMBERS OF THE BOARD OF TRUSTEES. BOTH SERVE ON THE GOVERNING BOARD OF THE PROVINCE OF THE MOST SACRED HEART OF JESUS. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE UNIVERSITY CONTRACTS WITH PARKHURST DINING SERVICES TO MANAGE THE FOOD SERVICE OPERATIONS OF THE UNIVERSITY. THE FOOD SERVICE MANAGER, SEVERAL SUPERVISORS, AND A MAJORITY OF THE HOURLY EMPLOYEES ARE PARKHURST EMPLOYEES. THE BALANCE OF 10-15 OTHER FOOD SERVICE AND CATERING EMPLOYEES ARE EMPLOYED BY SAINT FRANCIS UNIVERSITY. THE VP OF FINANCE HAS REGULAR MEETINGS WITH THE MANAGER AND PARKHURST TO DISCUSS OPERATIONAL ISSUES. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE UNIVERSITY'S BY-LAWS ESTABLISH THAT THE MINISTER PROVINCIAL OF THE PROVINCE OF THE MOST SACRED HEART AND THE PRESIDENT OF THE UNIVERSITY ARE EX OFFICIO MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BY-LAWS OF SAINT FRANCIS UNIVERSITY PROVIDE THAT AT ALL TIMES AT LEAST TWENTY PERCENT OF THE MEMBERS OF THE BOARD OF TRUSTEES SHALL ALSO BE MEMBERS OF THE PROVINCE OF THE MOST SACRED HEART OF JESUS OF THE THIRD ORDER REGULAR OR MEMBERS OF THE THIRD ORDER REGULAR. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BY-LAWS OF SAINT FRANCIS UNIVERSITY PROVIDE THAT THE BOARD OF TRUSTEES SHALL OBSERVE THE LAWS OF THE ROMAN CATHOLIC CHURCH RESPECTING THE UNIVERSITY AND ALL PROPERTY OF THE UNIVERSITY. THE BY-LAWS REQUIRE THAT, BEFORE TAKING ACTION ON CERTAIN PROPOSALS AS OUTLINED IN THE BY-LAWS, THE BOARD SHALL REFER THE PROPOSAL TO THE PROVINCIAL COUNCIL OF THE PROVINCE OF THE MOST SACRED HEART OF JESUS OF THE THIRD ORDER REGULAR TO SECURE ANY AND ALL APPROVALS AND AUTHORIZATIONS FOR SUCH ACTION THAT MAY BE REQUIRED UNDER ROMAN CATHOLIC CHURCH LAW. IN ADDITION, THE BY-LAWS OF SAINT FRANCIS UNIVERSITY REQUIRE THAT THE PRESIDENT OF THE UNIVERSITY SHALL BE ELECTED BY THE TRUSTEES FROM AMONG THE FRIARS OF THE THIRD ORDER REGULAR OF SAINT FRANCIS OF PENANCE, AFTER RECEIVING THE RECOMMENDATIONS MADE BY THE NOMINATING COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | ALL TRUSTEES RECEIVED AN EMAIL CONTAINING A COPY OF THE 990 BEFORE IT WAS SUBMITTED. THE AUDIT COMMITTEE REVIEWED THE 990 IN DETAIL PRIOR TO FILING. TRUSTEES HAVE RECEIVED TRAINING ON THEIR RESPONSIBILITIES FOR THE 990 RETURN. THE RETURN IS REVIEWED IN DETAIL BY MANAGEMENT INCLUDING THE CONTROLLER AND VP OF FINANCE AND ADMINISTRATION PRIOR TO ANY BOARD OR COMMITTEE REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY YEAR BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT. THE STATEMENTS ARE THEN REVIEWED AND MONITORED BY THE PRESIDENT'S OFFICE. THE CONFLICT OF INTEREST POLICY DESCRIBES HOW CONFLICTS ARE HANDLED AS THEY ARISE. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION STUDY AND REVIEW IS CONDUCTED ANNUALLY TO ENSURE THAT COMPENSATION DOES NOT EXCEED FAIR MARKET VALUE. EACH YEAR THE HR DIRECTOR, IN CONJUNCTION WITH THE UNIVERSITY'S PRESIDENTS COUNCIL AND BOARD OF TRUSTEES FINANCE COMMITTEE, REVIEWS ALL SALARIES AND BENEFITS OF THE VICE PRESIDENTS AND THE PRESIDENT. EACH EMPLOYEE HAS A SPECIFIC JOB TITLE THAT CORRESPONDS WITH THE BENCHMARK REPORTS USED. CUPA DATA IS USED TO ASSIST IN SETTING BENCHMARKS. THE BENCHMARK SALARIES FOR A PARTICULAR YEAR ARE UPDATED EACH YEAR PRIOR TO SALARY INCREASES BEING COMPUTED. THE VP FOR FINANCE REVIEWS THE REPORT WITH THE HR DIRECTOR FOR FINAL APPROVAL. ALL OF THE GUIDELINES AND STEPS TAKEN ARE OUTLINED AND EXPLAINED IN THE COMPENSATION HANDBOOK. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN THE VALUATION OF SPLIT-INTEREST AGREEMENTS 21,019. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISEPIO INSTITUTE FOR RURAL HEALTH AND WELLNESS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 FRANCISCAN WAY | AddressLine1Txt |
| City | LORETTO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262418607 | EIN |
| Primary Activities | HEALTH AND WELLNESS CENTER | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT FRANCIS UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 | 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 | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 | Yes (1) | TransferFromOtherOrgInd |