2021-04-08T14:34:03-05:00 2020-06-30 131639826 EISNERAMPER LLP 130 ROUTE 31 NORTH SUITE A PENNINGTON NJ 08534 990 2019-07-01 461548064 MID-ATLANTIC REGION COMMISSION ON HIGHER EDUCATION MID- 2672845000 3624 MARKET STREET PHILADELPHIA PA 191042680 KATHIE JEFFRIES VP FOR FINANCE & CFO 2672845000 2021-04-08 1 HELEN M MARTIN P01330899 6097370300 2019 2022-09-23 18:48:47Z MIDDLE STATES COMM ON HIGHER EDUCAT DR HEATHER PERFETTI 3624 MARKET STREET PHILADELPHIA PA 191042680 15323795 0 X WWW.MSCHE.ORG X 2013 PA ENCOURAGE, ASSIST AND SUSTAIN THE QUALITY AND INTEGRITY OF HIGHER EDUCATION; EVALUATE AND ACCREDIT EDUCATIONAL INSTITUTIONS; ASSIST MEMBERS AND CANDIDATES IN CARRYING OUT THEIR EDUCATIONAL GOALS; ADVANCE EDUCATION THROUGH COOPERATION WITH APPROPRIATE AGENCIES AND ORGANIZATIONS. 30 30 36 0 0 0 0 0 8615043 9353827 393672 253437 460854 293379 9469569 9900643 0 0 0 0 5737335 6441534 0 0 0 2939097 3224201 8676432 9665735 793137 234908 15186715 15742263 5621857 5979029 9564858 9763234 X THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION ASSURES STUDENTS AND THE PUBLIC OF THE EDUCATIONAL QUALITY OF HIGHER EDUCATION. THE COMMISSION'S ACCREDITATION PROCESS ENSURES INSTITUTIONAL ACCOUNTABILITY, SELF-APPRAISAL, IMPROVEMENT, AND INNOVATION THROUGH PEER REVIEW AND THE RIGOROUS APPLICATION OF STANDARDS WITHIN THE CONTEXT OF INSTITUTIONAL MISSION. 0 0 9258146 9353827 THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION PROVIDES SERVICES TO MEMBER INSTITUTIONS FOR VARIOUS ACTIVITIES INCLUDING INSTITUTION EVALUATION VISITS, STAFF VISITS, SPECIAL VISITS, AND CHARGING THE INSTITUTIONS FOR CONFERENCES AND WORKSHOPS. THESE INSTITUTIONS ARE LOCATED INSIDE OR OUTSIDE THE UNITED STATES, INCLUDING, BUT NOT LIMITED TO, THE STATES OF DELAWARE, MARYLAND, NEW JERSEY, AND NEW YORK, THE COMMONWEALTHS OF PENNSYLVANIA AND PUERTO RICO, THE DISTRICT OF COLUMBIA AND THE U.S. VIRGIN ISLANDS. 9258146 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 53 0 1 36 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X KATHIE JEFFRIES VP FOR FINANCE & CFO 2672845008 3624 MARKET STREET PHILADELPHIA PA 19104 DR ELIZABETH SIBOLSKI PRESIDENT (THROUGH 6/30/20) 40.00 X 437025 0 39272 DR HEATHER PERFETTI PRESIDENT-ELECT 40.00 X 263630 0 42761 DR ANDREA LEX SR VP FOR OPER (THROUGH 6/30/20) 40.00 X 258000 0 41078 DR CHRISTY FAISON SR VP FOR ACCREDITATION RELATIONS 40.00 X 215520 0 27716 SEAN MCKITRICK VICE PRESIDENT 40.00 X 172179 0 51118 ELLIE FOGARTY LEAD VICE PRESIDENT 40.00 X 186077 0 24712 WILLIAM RICHMAN VP & CHIEF INFORMATION OFFICER 40.00 X 183800 0 24484 IDNA CORBETT VICE PRESIDENT 40.00 X 162399 0 43151 STEPHEN PUGLIESE SR VP & CHIEF OF STAFF 40.00 X 170416 0 28994 KATHIE JEFFRIES INTERIM VP FOR FINANCE 40.00 X 123079 0 34082 DR JAMES SUNSER CHAIR 1.00 X X 0 0 0 DR DAVIE JANE GILMOUR VICE CHAIR 1.00 X X 0 0 0 DR ALAN D MATHIOS SECRETARY 1.00 X X 0 0 0 MR DAVID E HOLLOWELL TREASURER 1.00 X X 0 0 0 DR MARYANN BAENNINGER COMMISSIONER 1.00 X 0 0 0 DR HERMAN BEAVERS COMMISSIONER 1.00 X 0 0 0 MS LAURIE CARTER COMMISSIONER 1.00 X 0 0 0 DR ROBERT CLARK COMMISSIONER 1.00 X 0 0 0 DR KATHERINE S CONWAY-TURNER COMMISSIONER 1.00 X 0 0 0 MR MICHAEL COLLINS COMMISSIONER 1.00 X 0 0 0 DR WAYNE FREDERICK COMMISSIONER 1.00 X 0 0 0 PROF ARIEL GUZMAN COMMISSIONER 1.00 X 0 0 0 DR SUE HENDERSON COMMISSIONER 1.00 X 0 0 0 DR M KAREN JOGAN COMMISSIONER 1.00 X 0 0 0 DR MARY E KENNARD COMMISSIONER 1.00 X 0 0 0 DR GERALD C KOBYLSKI MBA PE COMMISSIONER 1.00 X 0 0 0 DR VALERIE D LEHR COMMISSIONER 1.00 X 0 0 0 DR SUSAN D LOONEY COMMISSIONER 1.00 X 0 0 0 MS DENISE MULKERN COMMISSIONER 1.00 X 0 0 0 MS BARBARA ANNE PRATT COMMISSIONER 1.00 X 0 0 0 DR CARL S PERSON COMMISSIONER 1.00 X 0 0 0 MR RICHARD J PINKOWSKI JR COMMISSIONER 1.00 X 0 0 0 MR LLOYD RICKETTS COMMISSIONER 1.00 X 0 0 0 DR JONATHAN PERI COMMISSIONER 1.00 X 0 0 0 DR DAVID REHM COMMISSIONER 1.00 X 0 0 0 DR HAVIDAN RODRIGUEZ COMMISSIONER 1.00 X 0 0 0 DR OLGA RODRIGUEZ DE ARZOLA COMMISSIONER 1.00 X 0 0 0 DR STEVEN M ROSE COMMISSIONER 1.00 X 0 0 0 DR SCOTT SCHAEFFER COMMISSIONER 1.00 X 0 0 0 MRS ROBERTA GRIFFIN TORIAN COMMISSIONER 1.00 X 0 0 0 2172125 0 357368 21 0 1 0 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA PA 30384 EVENTS 390435 THE INN AT PENN 3600 SANSOM STREET PHILADELPHIA PA 19104 EVENTS 149157 BALLARD SPAHR 1735 MARKET STREET 51ST FLOOR PHILADELPHIA PA 19103 LEGAL 112696 3 MEMBERSHIP DUES 900099 6524319 6524319 MEMBERSHIP FEES 900099 1427952 1427952 REGISTRATION 900099 1243840 1243840 SERVICE FEE- CESS 900099 96566 96566 EVENTS EXHIBITS AND SPONSORS 900099 61150 61150 9353827 140456 140456 293379 0 293379 293379 293379 5536133 5423152 112981 112981 112981 9900643 9353827 0 546816 1858512 1650986 207526 3433171 3300403 132768 350217 337233 12984 475739 462138 13601 323895 304471 19424 106407 106407 16350 16350 891 891 597789 595858 1931 360792 357226 3566 223869 214319 9550 67486 65341 2145 174652 174652 624368 624368 111659 108763 2896 EVENTS 840417 840417 HONORARIA AND CONTRACTE 67655 67348 307 MISCELLANEOUS 31866 31866 9665735 9258146 407589 0 1247913 479924 819442 2541013 1145351 841010 269897 296743 10990001 5277146 6023062 5712855 5654212 5856762 26838 13956 15186715 15742263 546709 595270 916476 456189 4158672 4927570 5621857 5979029 X 9564858 9763234 9564858 9763234 15186715 15742263 234908 -8052 -28480 0 X 0 1 X 1 0 X 5337370 5563371 5911396 6207141 6524319 29543597 2029105 2539381 2476155 2407902 2732942 12185485 7366475 8102752 8387551 8615043 9257261 41729082 0 0 0 41729082 177628 475851 121334 151124 140456 1066393 177628 475851 121334 151124 140456 1066393 15034 9515 30708 1326 56583 7559137 8588118 8539593 8767493 9397717 42852058 0.97380 0.97100 0.02490 0.02710 X 7747057 4302423 3444634 684538 136734 547804 2558406 837989 1720417 5712855 X 9864111 -8052 -8052 9872163 28480 28480 9900643 9665735 0 9665735 0 9665735 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE COMMISSION AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE COMMISSION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE COMMISSION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2020 AND 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COMMISSION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WAS NO INCOME TAX RELATED INTEREST OR PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED JUNE 30, 2020 OR 2019. X X X 1 0 0 0 0 0 0 0 0 DR ELIZABETH SIBOLSKI PRESIDENT (THROUGH 6/30/20) 437025 0 0 0 0 0 26000 0 13272 0 476297 0 0 0 DR HEATHER PERFETTI PRESIDENT-ELECT 263630 0 0 0 0 0 26000 0 16761 0 306391 0 0 0 DR ANDREA LEX SR VP FOR OPER (THROUGH 6/30/20) 258000 0 0 0 0 0 25800 0 15278 0 299078 0 0 0 DR CHRISTY FAISON SR VP FOR ACCREDITATION RELATIONS 215520 0 0 0 0 0 21552 0 6164 0 243236 0 0 0 SEAN MCKITRICK VICE PRESIDENT 172179 0 0 0 0 0 17218 0 33900 0 223297 0 0 0 ELLIE FOGARTY LEAD VICE PRESIDENT 186077 0 0 0 0 0 18608 0 6104 0 210789 0 0 0 WILLIAM RICHMAN VP & CHIEF INFORMATION OFFICER 183800 0 0 0 0 0 18380 0 6104 0 208284 0 0 0 IDNA CORBETT VICE PRESIDENT 162399 0 0 0 0 0 16240 0 26911 0 205550 0 0 0 STEPHEN PUGLIESE SR VP & CHIEF OF STAFF 170416 0 0 0 0 0 17042 0 11952 0 199410 0 0 0 KATHIE JEFFRIES INTERIM VP FOR FINANCE 123079 0 0 0 0 0 14860 0 19222 0 157161 0 0 0 PART I, LINE 4A DR. ELIZABETH SIBOLSKI, PRESIDENT THRU JUNE 30, 2020 AND DR. ANDREA LEX, SR VP FOR OPERATIONS THROUGH JUNE 30, 2020 RECEIVED PAYMENTS REPRESENTING SIX MONTHS AND ONE MONTH SEVERANCE, RESPECTIVELY, ON JUNE 30, 2020, THE SEPARATION DATE FOR BOTH INDIVIDUALS. THESE AMOUNTS ARE NOT INCLUDED IN THE REPORTABLE COMPENSATION ON SCH J ABOVE, AS THEY WERE PAID IN, AND WILL BE INCLUDED ON, THE 2020 FORM W-2 FOR EACH. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION CONSISTS OF INSTITUTIONAL MEMBERS WHO HAVE BEEN ACCREDITED OR HAVE BEEN GRANTED CANDIDACY STATUS ACCORDING TO THE STANDARDS, POLICIES AND PROCESSES OF MARCHE. THE BUSINESS AND AFFAIRS OF THE ORGANIZATION SHALL BE MANAGED UNDER THE DIRECTION OF THE COMMISSION (GOVERNING BOARD). INSTITUTIONAL MEMBERS SUBMIT NOMINATIONS FOR POSITIONS OF COMMISSIONERS, PEER REVIEW EVALUATORS AND COMMITTEE AND TASK FORCE MEMBERS AND SHALL ELECT THE COMMISSIONERS. HOWEVER, INSTITUTIONAL MEMBERS ARE NOT VOTING MEMBERS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND VOTED UPON BY THE MARCHE FINANCE COMMITTEE WHICH CONSISTS OF THE CORPORATE TREASURER, A COMMISSIONER, AND FOUR OTHER COMMISSIONERS. THE 990 IS REVIEWED AND VOTED UPON BY THE EXECUTIVE COMMITTEE PRIOR TO FILING. THE MARCHE EXECUTIVE LEADERSHIP TEAM AND THE VP FOR FINANCE & CFO SUPPORT THE WORK OF THE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 12C THE COMMISSION HAS A CONFLICT OF INTEREST POLICY FOR CORPORATE ACTIONS. ONCE EACH YEAR, ALL COMMISSIONERS AND SENIOR STAFF MUST SIGN A DISCLOSURE STATEMENT INDICATING THAT THEY HAVE OR DO NOT HAVE A CURRENT CONFLICT OF INTEREST. AT REGULAR INTERVALS, THE COMMISSION CONDUCTS A REVIEW WHICH INCLUDES THE FOLLOWING:(I) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS PAID BY THE CORPORATION TO THE COMMISSIONERS, CORPORATE OFFICERS AND SENIOR MANAGEMENT EMPLOYEES ARE DOCUMENTED IN WRITING, REASONABLE, NOT IN EXCESS OF FAIR MARKET VALUE, AND THE RESULT OF ARM'S LENGTH BARGAINING; (II) WHETHER THE CORPORATION'S ACQUISITIONS RESULT IN ANY PRIVATE INUREMENT OR IMPERMISSIBLE EXCESS BENEFIT TO AN INTERESTED PERSON; (III) WHETHER PARTNERSHIP OR JOINT VENTURE ARRANGEMENTS AND ARRANGEMNENTS WITH OTHER SERVICE ORGANIZATIONS CONFORM TO WRITTEN POLICIES, ARE PROPERLY DOCUMENTED, REFLECT REASONABLE PAYMENT FOR GOODS AND SERVICES, FURTHER THE COMMISSION'S CHARITABLE PURPOSES AND DO NOT RESULT IN PRIVATE INUREMENT OR IMPERMISSIBLE EXCESS BENEFIT TO AN INTERESTED PERSON; (IV) WHETHER ARRANGEMENTS WITH OTHER PROVIDERS, EMPLOYEES, AND THIRD PARTY PAYERS FURTHER THE COMMISSION'S CHARITABLE PURPOSES AND DO NOT RESULT IN PRIVATE INUREMENT OR IMPERMISSIBLE EXCESS BENEFIT TO AN INTERESTED PERSON, FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE WHICH FUNCTIONS AS THE CORPORATION'S COMPENSATION COMMITTEE ENGAGES QUATT ASSOCIATES IN WASHINGTON, D.C. TO SURVEY THE COMPENSATION PAID TO THE PRESIDENTS OF SIMILAR NON-PROFIT ORGANIZATIONS. A SURVEY IS DONE EVERY TWO TO THREE YEARS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS (BY-LAWS) AND CONFLICT OF INTEREST POLICIES ARE MADE AVAILABLE ONLINE AT THE WEBSITE; FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.