2021-05-12T17:10:40-05:00 2020-06-30 390859910 BAKER TILLY US LLP 777 E WISCONSIN AVENUE 32ND FLOOR MILWAUKEE WI 53202 990 2019-07-01 231353385 SUSQUEHANNA UNIVERSITY SUSQ 5703724128 514 UNIVERSITY AVENUE SELINSGROVE PA 178701164 MICHAEL A COYNE EXECUTIVE VICE PRESIDENT 5703724128 2021-05-05 1 TROY MARINE CPA P00187863 4147775500 2021-05-05 2019 2022-09-23 18:48:47Z JONATHAN GREEN 514 UNIVERSITY AVENUE SELINSGROVE PA 178701164 142537361 0 X WWW.SUSQU.EDU X 1859 PA SUSQUEHANNA UNIVERSITY EDUCATES STUDENTS FOR PRODUCTIVE, CREATIVE AND REFLECTIVE LIVES OF ACHIEVEMENT, LEADERSHIP, AND SERVICE IN A DIVERSE, DYNAMIC AND INTERDEPENDENT WORLD. 31 27 2043 354 72397 0 9098659 8572468 136110205 133339845 567912 552651 144604 72397 145921380 142537361 66660668 72590914 0 0 43757839 42667421 61489 39489 2740256 42952186 37843852 153432182 153141676 -7510802 -10604315 348587880 339662705 68533193 67239170 280054687 272423535 SUSQUEHANNA UNIVERSITY EDUCATES STUDENTS FOR PRODUCTIVE, CREATIVE AND REFLECTIVE LIVES OF ACHIEVEMENT, LEADERSHIP, AND SERVICE IN A DIVERSE, DYNAMIC AND INTERDEPENDENT WORLD. 0 0 142494146 72590914 133339845 SUSQUEHANNA UNIVERSITY IS A NATIONAL LIBERAL ARTS COLLEGE CURRENTLY ENROLLING APPROXIMATELY 2,300 FULL-TIME STUDENTS. FOUNDED IN 1858, THE UNIVERSITY GRANTS BACHELOR OF ARTS, BACHELOR OF MUSIC, AND BACHELOR OF SCIENCE DEGREES. 142494146 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 1 1 1 1 1 0 0 0 1 0 0 0 1 254 0 1 2043 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 31 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CO MD MA NH NY OH PA MI MN WA X X MICHAEL A COYNE 5703724315 514 UNIVERSITY AVE SELINSGROVE PA 178701164 JONATHAN GREEN PRESIDENT & CEO 55.00 X 322286 0 78279 MICHAEL COYNE EXECUTIVE VP 55.00 X 241681 0 32803 MELISSA KOMORA VP ADVANCEMENT 55.00 X 190881 0 31467 L JAY LEMONS PRESIDENT EMERITUS & SR FE 1.00 X 205429 0 14927 LINDA MCMILLIN TRAINING DEVELOPMEN COORDINATOR/PROF LEADERSHIP 55.00 X 190423 0 25716 MATTHEW ROUSU DEAN SCHOOL OF BUSINESS 55.00 X 180899 0 30550 DAVE RAMSARAN PROVOST & DEAN OF FACULTY 55.00 X 177862 0 30028 VALERIE MARTIN ASSOC PROV/DEAN OF ARTS & 55.00 X 170071 0 23750 SUSAN LANTZ VP STUDENT LIFE 55.00 X 148949 0 30067 PHILIP WINGER VP & CHIEF OF STAFF 55.00 X 152687 0 17925 GLEN RETIEF TRUSTEE 40.00 X 74936 0 18144 MARIA L O MUNOZ TRUSTEE 40.00 X 74901 0 11874 ABIGAIL ANTOINE TRUSTEE 1.00 X 0 0 0 BARRY JACKSON TRUSTEE 1.00 X 0 0 0 BONNIE BUCKS REECE TRUSTEE 1.00 X 0 0 0 BRUCE FICKEN TRUSTEE 1.00 X 0 0 0 DAWN MUELLER TRUSTEE 1.00 X X 0 0 0 DOUGLAS KNISS TRUSTEE 1.00 X 0 0 0 EDWARD SCHMIDT TRUSTEE 1.00 X X 0 0 0 FRANK LEBER TRUSTEE 1.00 X 0 0 0 GEORGE LIBEROPOULOS TRUSTEE 1.00 X 0 0 0 JACK OHLE TRUSTEE 1.00 X 0 0 0 JAMES DUNLOP TRUSTEE 1.00 X 0 0 0 JAMES STOWE TRUSTEE 1.00 X 0 0 0 JEFF COOPER TRUSTEE 1.00 X 0 0 0 JEFFREY ROUSH TRUSTEE 1.00 X X 0 0 0 JOANN SUZICH TRUSTEE 1.00 X 0 0 0 KATHI FLACK TRUSTEE 1.00 X 0 0 0 LESLIE PEMBERTON TRUSTEE 1.00 X 0 0 0 LINDA SHANK TRUSTEE 1.00 X 0 0 0 LISA RYAN BURKE TRUSTEE 1.00 X X 0 0 0 LOIS MARTIN TRUSTEE 1.00 X 0 0 0 MARTIN PINTER TRUSTEE 1.00 X X 0 0 0 MARY CIANNI TRUSTEE 1.00 X 0 0 0 PETER ARDUINI TRUSTEE 1.00 X 0 0 0 ROBERT DOLL TRUSTEE 1.00 X 0 0 0 RONALD REESE TRUSTEE 1.00 X 0 0 0 SANDRA ROCKS TRUSTEE 1.00 X X 0 0 0 SEWARD PROSSER MELLON TRUSTEE 1.00 X 0 0 0 SIGNE GATES TRUSTEE 1.00 X X 0 0 0 TALIA BASCH TRUSTEE 1.00 X 0 0 0 TIMOTHY ROBESON TRUSTEE 1.00 X 0 0 0 2131005 0 345530 47 1 1 0 ELLUCIAN COMPANY LP 2003 EDMUND HALLEY DR RESTON VA 20191 SOFTWARE 299301 SFGF II LLC 1144 KENNEBEC RD CHAMBERSBURG PA 17201 SOLAR ELECTRICITY 231646 SAUL EWING LLP 3800 CENTRE SQUARE WEST 1500 MARKE PHILADELPHIA PA 19102 LEGAL SERVICES 133036 KOYA LEADERSHIP PARTNERS 536 N TROOPER RD NORRISTOWN PA 19403 EMPLOYMENT SEARCH 121350 BAKER TILLY VIRCHOW KRAUSE LLP 777 E WISCONSIN AVE MILWAUKEE WI 53202 AUDITING SERVICES 101240 5 4377688 4194780 624339 8572468 TUITION, ROOM & BOARD 900099 131676229 131676229 RELATED PROGRAMMING 812900 1663616 1663616 133339845 552651 552651 OTHER 812900 72397 72397 72397 142537361 133339845 72397 552651 165611 165611 72425303 72425303 933348 268585 664763 30448865 26302985 2411024 1734856 2142503 1794742 202666 145095 6994854 6531441 206084 257329 2147851 1816921 209453 121477 178481 178481 101370 101370 39489 39489 436609 436609 4346154 3410115 837818 98221 2561841 2046888 395032 119921 1408165 61791 1346374 2592441 2574403 13015 5023 1687369 1545462 64137 77770 1108516 884558 208872 15086 2176583 2176583 10580601 10580601 169106 169106 FOOD SERVICES 3584701 3584701 OFF CAMPUS STUDY 2003631 2003631 EQUIPMENT/R&M 931740 876936 52878 1926 LIBRARY MATERIALS 477204 477204 3499340 2685834 689443 124063 153141676 142494146 7907274 2740256 6237 6968 2248886 4150010 6720106 5560264 1769602 2720202 -490 1418 217200 275594 1190024 1100417 289949799 165193077 131699395 124756722 169191647 165770696 30025380 30032894 1755956 1489129 3763937 3798391 348587880 339662705 5360715 4943216 1843795 995258 53890117 51226964 7438566 10073732 68533193 67239170 X 134795970 129514316 145258717 142909219 280054687 272423535 348587880 339662705 X -10604315 -4793310 436609 7329866 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1140087 X X X X 0 175667010 1888583 2818633 3028801 3931805 173413620 169795178 4494049 7809343 2699124 3732436 175667010 161178061 2420407 12361540 2695856 3468974 169795178 143234567 6785327 17189050 2488062 3542821 161178061 148746477 3595770 -3232220 2408796 3466664 143234567 0.17000 0.83000 0.00000 1 0 5645263 5645263 218886010 119829738 99056272 43311967 32063530 11248437 22106559 13299809 8806750 124756722 REAL ESTATE 13736884 F FUNDS HELD IN TRUST BY OTHERS 5731629 F HEDGE FUNDS 10564381 F 30032894 ANNUITIES PAYABLE 2104277 FUNDS HELD IN CUSTODY FOR OTHERS 790040 OTHER 5435317 US GOVERNMENT ADVANCES REFUNDABLE 1435548 FIN47 308550 10073732 X 145058918 -4793310 7329866 2536556 142522362 15000 15000 142537362 152690068 0 152690068 436608 15000 451608 153141676 PART III, LINE 4: THE MAJORITY OF THE UNIVERSITY'S ART COLLECTION IS 1,600 FRENCH POSTERS. THE FRENCH POSTERS ARE RESEARCHED AND EXHIBITED BY FRENCH STUDENTS AND FACULTY MEMBERS. THEY ARE ARCHIVED IN A VAULT FOR PRESERVATION. PART V, LINE 4: SU'S ENDOWMENT SUPPORTS THE FOLLOWING AREAS: ACADEMIC & STUDENT SUPPORT (40%), SCHOLARSHIPS (44%), OTHER OPERATIONS & FACILITIES (16%). PART X, LINE 2: THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2020 AND 2019. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: ENDOWMENT INCOME 7,074,085. CHANGE IN SPLIT INTEREST AGREEMENTS 223,758. OTHER NONOPERATING ACTIVITIES 32,023. PART XI, LINE 4B - OTHER ADJUSTMENTS: PLEDGE WRITE OFFS 15,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: PLEDGE WRITE OFFS 15,000. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE AND INCLUDES A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IN ALL ITS BROCHURES AND CATALOGUES DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. THE UNIVERSITY ALSO PROVIDES A NON-DISCRIMINATION STATEMENT ON ITS PRIMARY PUBLICALLY ACCESSIBLE INTERNET HOMEPAGE." SHOULD BE ADDED AFTER THE CURRENT STATEMENT. SCHEDULE E, PART I, LINE 6 SUSQUEHANNA UNIVERSITY RECEIVES THE FOLLOWING TYPES OF GOVERNMENTAL AID: PELL GRANT, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT(SEOG), TEACHER EDUCATION ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION (TEACH) GRANT, WORK STUDY GRANT, TRIO STUDENT SUPPORT SERVICES (SSS) GRANT, CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (CARES) ACT GRANT, PENNSYLVANIA AND VARIOUS OTHER STATE GRANTS DEPENDENT UPON OUR ENROLLED, ELIGIBLE STUDENT POPULATION. 1 EUROPE 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 1127018 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 656411 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 85547 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 113703 NORTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 3625 CENTRAL AMERICA INVESTMENTS 10564381 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 29875 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES STUDY AROAD PRORAM 57506 0 0 0 0 0 0 12638066 0 12638066 1 0 1 0 1 0 PART I, LINE 2: GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS OUTSIDE THE U.S. IS RELATED TO SERVICE-LEARNING COURSES AND A MISSION TRIP. PART III ACCOUNTING METHOD: FORM 990, SCHEDULE F, PART IV: SUSQUEHANNA UNIVERSITY INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. NEVERTHELESS, SUSQUEHANNA UNIVERSITY INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621, 8865. TO THE EXTENT THAT SUSQUEHANNA UNIVERSITY. IS REQUIRED TO COMPLETE ONE OF THESE FOREIGN FORMS, IT HAS BEEN FILED WITH THE FORM 990-T. X X X X X X 1 JOHNSON GROSSNICKLE AND ASSOCIATES INC 29 SOUTH PARK BLVD GREENWOOD IN 46143 CONSULTING 0 0 39489 0 39489 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 SELINSGROVE BOROUGH ONE N HIGH ST SELINSGROVE PA 17870 236002939 LOCAL GOV'T 106611 GENERAL SUPPORT DAUNTLESS HOSE COMPANY 713 BRIDGE ST SELINSGROVE PA 17870 230510390 501(C)(3) 8000 GENERAL SUPPORT SELINSGROVE AREA SCHOOL DISTRICT 401 18TH ST SELINSGROVE PA 17870 231727728 LOCAL GOV'T 46000 GENERAL SUPPORT SELINSGROVE AREA RECREATION PO BOX 172 SELINSGROVE PA 17870 231700543 501(C)(3) 5000 GENERAL SUPPORT 4 0 SCHOLARSHIPS AND FINANCIAL AID 2313 71329697 FMV CREDIT ON STUDENT ACCOUNTS CARES ACT 1950 1095606 FMV CREDIT ON STUDENT ACCOUNTS SCHEDULE I, PART I, LINE 1: STUDENTS MAY BE AWARDED GRANT FUNDS ON THE BASIS OF ACADEMIC ACHIEVEMENT AND/OR FINANCIAL NEED. IN EACH CASE THE STUDENT CAN RETAIN ELIGIBILITY FOR FUNDING FOR AS MANY AS EIGHT SEMESTERS AS A FULL-TIME STUDENT, PROVIDED THE STUDENT MEETS THE RENEWAL CRITERIA SUCH AS GRADE POINT AVERAGE AND GRADE PROCESSION AS OUTLINED IN THE UNIVERSITY CATALOGUE. INDIVIDUAL AWARD AMOUNTS ARE BASED UPON THE STUDENTS' COST TO ATTEND THE UNIVERSITY IN A GIVEN ACADEMIC YEAR. FACTORS INCLUDED IN THE CALCULATED COST INCLUDE TUITION, FEES, ROOM, BOARD, AND ESTIMATES FOR THE COST OF BOOKS AND PERSONAL EXPENSES DURING THE NINE MONTH ACADEMIC YEAR. AN INDIVIDUAL STUDENT MAY NOT RECEIVE MORE THAN THE COST OF TUITION FROM THE INSTITUTIONAL GRANT FUNDS. HIGHER EDUCATION RELIEF FUNDING PROVIDED BY THE CARES ACT FOR DIRECT DISTRIBUTION TO STUDENTS. X X X X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JONATHAN GREEN PRESIDENT & CEO 287206 0 500 0 34580 0 25200 0 53079 0 400565 0 0 0 MICHAEL COYNE EXECUTIVE VP 187681 0 0 0 54000 0 17935 0 14868 0 274484 0 0 0 MELISSA KOMORA VP ADVANCEMENT 178058 0 300 0 12523 0 17550 0 13917 0 222348 0 0 0 L JAY LEMONS PRESIDENT EMERITUS & SR FE 82434 0 24161 0 98834 0 6405 0 8522 0 220356 0 0 0 LINDA MCMILLIN TRAINING DEVELOPMEN COORDINATOR/PROF LEADERSHIP 150721 0 0 0 39702 0 16877 0 8839 0 216139 0 0 0 MATTHEW ROUSU DEAN SCHOOL OF BUSINESS 140515 0 20100 0 20284 0 15750 0 14800 0 211449 0 0 0 DAVE RAMSARAN PROVOST & DEAN OF FACULTY 150321 0 18000 0 9541 0 15300 0 14728 0 207890 0 0 0 VALERIE MARTIN ASSOC PROV/DEAN OF ARTS & 135591 0 500 0 33980 0 14400 0 9350 0 193821 0 0 0 SUSAN LANTZ VP STUDENT LIFE 139944 0 500 0 8505 0 14400 0 15667 0 179016 0 0 0 PHILIP WINGER VP & CHIEF OF STAFF 125856 0 500 0 26331 0 13050 0 4875 0 170612 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL - UNDER SPECIAL AND VERY LIMITED CIRCUMSTANCES FIRST CLASS TRAVEL IS PERMITTED FOR KEY EMPLOYEES. NO FIRST CLASS TRAVEL OCCURRED IN THE REPORTING YEAR. TRAVEL FOR COMPANIONS - THE PRESIDENT'S SPOUSE ACCOMPANIED HIM ON FOUR OCCASIONS ON BEHALF OF THE UNIVERSITY. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - THE UNIVERSITY GROSSES UP CERTAIN PAYMENTS TO KEY EMPLOYEES TO COVER TAXES. DISCRETIONARY SPENDING ACCOUNT - THE PRESIDENT HAS A RESTRICTED ACCOUNT USED FOR INSTITUTIONAL SPENDING ONLY HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE PRESIDENT IS REQUIRED TO OCCUPY, WITH HIS FAMILY, A UNIVERSITY-OWNED AND MAINTAINED RESIDENCE. THE UNIVERSITY'S MAINTENANCE AND FACILITIES DEPARTMENTS PROVIDE THE NECESSARY LANDSCAPING, CLEANING, AND OTHER MAINTENANCE. PERSONAL SERVICES - A HOUSEKEEPER IS EMPLOYED BY THE UNIVERSITY TO MAINTAIN THE PRESIDENT'S RESIDENCE AND AN OCCASIONAL DRIVER IS HIRED FOR AIRPORT TRAVEL SO THE PRESIDENT CAN WORK IN TRANSIT. A SNYDER COUNTY HIGHER EDUCATION AUTHORITY 232736780 833453EN9 2015-08-11 29501612 REFUND SCHEA 2006 BONDS 0 0 0 B SNYDER COUNTY HIGHER EDUCATION AUTHORITY 232736780 833453FF5 2017-06-08 26668119 REFUND SCHEA 2008 BONDS 0 0 0 A 4062500 29501612 2016 1 1 1 1 B 2381069 26668119 2017 1 1 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 A 1 B 1 SUBJECT TO FERPA LAWS FERPA LAWS 75000 MERIT BASED SCHOLARSHIPS SUBJECT TO FERPA LAWS FERPA LAWS 7900 NEED BASED SCHOLARSHIPS JEFFREY WHITMAN SPOUSE OF FORMER KEY EMPLOYEE 15733 EMPLOYMENT JEFFREY WHITMAN, AN EMPLOYEE OF SUSQUEHANNA UNIVERSITY, IS THE SPOUSE OF LINDAMCMILLIN, A FORMER KEY EMPLOYEE. HIS WAGES FOR EMPLOYMENT TOTALED $15,733 FOR THE REPORTING PERIOD. 0 TIMOTHY ROBESON TRUSTEE 134106 INVESTMENTS TIMOTHY ROBESON, A TRUSTEE OF SUSQUEHANNA UNIVERSITY, IS EMPLOYED BY PGIM REALESTATE. THE UNIVERSITY MAINTAINS AN INVESTMENT MANAGEMENT RELATIONSHIP WITH PGIM PURSUANT TO WHICH PGIM WAS PAID INVESTMENT MANAGEMENT FEES. MR. ROBESON RECEIVED NO PERSONAL BENEFIT AS A RESULT OF THE BUSINESS RELATIONSHIP BETWEEN THE UNIVERSITY AND PGIM. 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: THE RELATIONSHIPS IDENTIFIED ABOVE WERE DISCLOSED TO THE BOARD AND IN THE FINANCIAL STATEMENTS. X 5 7475 MARKET VALUE X 37 616714 MARKET VALUE X GIFT CARDS 2 150 MARKET VALUE 0 1 1 PART I, LINE 32B: IT IS THE UNIVERSITY'S GENERAL PRACTICE TO LIQUIDATE GIFTS OF PUBLICLY HELD STOCK AS QUICKLY AS POSSIBLE, UNLESS HOLDING THE STOCK IS DETERMINED TO BE IN THE BEST INTEREST OF THE UNIVERSITY BY THE EXECUTIVE VICE PRESIDENT IN CONSULTATION WITH ONE OF THE UNIVERSITY'S INVESTMENT ADVISORS. THE STOCK IS LIQUIDATED BY THE BROKERAGE FIRM JANNEY MONTGOMERY SCOTT ON 309 N. FIFTH ST., SUNBURY, PA 17870. FORM 990, PART VI, SECTION B, LINE 11B ALONG WITH A DETAILED REVIEW PERFORMED BY THE AUDIT COMMITTEE A LINK TO A PASSWORD-PROTECTED WEBSITE WAS EMAILED TO THE GOVERNING BODY WHERE THE COMPLETE FORM 990 WAS MADE AVAILABLE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST QUESTIONNAIRE WAS SENT TO THE GOVERNING BODY AND THE REPLIES WERE REVIEWED IN DETAIL BY THE AUDIT COMMITTEE. THE REVIEW OF THE QUESTIONNAIRES FORMS THE BASIS FOR DISCLOSURE ON THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD HAS ADOPTED A COMPENSATION POLICY (THE "POLICY") FOR COVERED INDIVIDUALS. PURSUANT TO THE POLICY, A COMPENSATION COMMITTEE (A SUBCOMMITTEE OF THE ORGANIZATION'S EXECUTIVE COMMITTEE) OF INDEPENDENT DIRECTORS WAS ESTABLISHED TO REVIEW THE COMPENSATION OF ALL EMPLOYEES SPECIFIED AS HAVING A SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION AND WHO RECEIVE REMUNERATION FROM THE ORGANIZATION, INCLUDING, AMONG OTHERS, THE PRESIDENT, PROVOST AND DEAN OF THE FACULTY, AND EXECUTIVE VICE PRESIDENT. THE COMPENSATION COMMITTEE IS ADVISED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH OPINES TO THE COMPENSATION COMMITTEE THAT THE LEVEL OF COMPENSATION PAID AND THE PROCESS BY WHICH COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDES DATA OF COMPENSATION PROVIDED AT SIMILAR ORGANIZATIONS TO ENSURE THAT THE UNIVERSITY DOES NOT COMPENSATE IN EXCESS OF MARKET NORMS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY POSTING THESE DOCUMENTS ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: ENDOWMENT INCOME 7,074,085. CHANGE IN SPLIT INTEREST 223,758. OTHER NONOPERATING ACTIVITIES 32,023. SUSQUEHANNA UNIVERSITY & ORTENZIO CHARITABLE TRUST 4718 GETTYSBURG ROAD STE 405 MECHANICSBURG PA 17055 806155309 SUPPORTS SUSQUEHANNA UNIVERSITY PA 501(C)(3) LINE 12A, I SUSQUEHANNA UNIVERSITY 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSQUEHANNA UNIVERSITY & ORTENZIO CHARITABLE TRUST C 50000 CASH